Western Reserve Partners LLC

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Western Reserve Partners LLC Employees

Employee
Years
Job
Industry
Nicholas Petruska Nicholas Petruska Greater Chicago Area Details
Nicholas Petruska's Western Reserve Partners LLC Experience December 2008 - January 2009
Job Chief Financial Officer and Executive Vice President at Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC)
Industry Investment Banking
Experience
Hennessy Capital Acquisition Corp. II (NASDAQ: HCAC)   May 2015 - Present
Hennessy Capital LLC   November 2013 - Present
CHS Capital LLC  July 2012 - July 2014
Morgan Stanley  January 2010 - July 2012
George K. Baum & Company   May 2009 - October 2009
Western Reserve Partners LLC   December 2008 - January 2009

Skills
Financial Modeling, Financial Analysis, Investment Banking, Derivatives, Valuation, Buyouts, Private Equity, Mergers & Acquisitions, Due Diligence

Education
Miami University   2005 — 2009
Finance, Decision Sciences (Business Statistics), Mathematics

Alex Schachtel Alex Schachtel Cleveland, Ohio Details
Alex Schachtel's Western Reserve Partners LLC Experience May 2012 - May 2012
Job Finance Intern Internal Audit at ConAgra Foods
Industry Financial Services
Experience
ConAgra Foods  May 2015 - August 2015
ConAgra Foods  May 2014 - August 2014
The Business Backer  May 2013 - August 2013
Mandel Jewish Community Center  May 2011 - August 2012
Western Reserve Partners LLC   May 2012 - May 2012

Skills
Data Analysis, Leadership, Financial Analysis, Financial Modeling, Time Management, Presentation Development, SAP R/3, Team Leadership, Public Speaking, Microsoft Office, Budgets, Strategic Planning, Entrepreneurship, Financial Accounting, Sales, Microsoft Word, Microsoft Excel, PowerPoint

Education
Miami University   2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Double Major, French Minor, Senior

Shaker Heights High School   2008 — 2012

Matthew Lalli Matthew Lalli Cleveland, Ohio Details
Matthew Lalli's Western Reserve Partners LLC Experience May 2015 - August 2015
Job Second Year MBA Candidate
Industry Investment Banking
Experience
Western Reserve Partners LLC   May 2015 - August 2015
Aon Hewitt  March 2013 - August 2014
Aon Hewitt  April 2012 - March 2013

Skills
Data Analysis, SQL, Regression Testing, Oracle, Microsoft Excel, Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Finance, Capital IQ, ThomsonOne

Education
Weatherhead School of Management at Case Western Reserve University   2014 — 2016
Master of Business Administration (M.B.A.), Strategy and Finance, 3.9/4.0

Emory University
Bachelor of Arts (BA), Economics

Gilmour Academy High School

Lisa Holland (Barber) Lisa Holland (Barber) Willoughby, Ohio Details
Lisa Holland (Barber)'s Western Reserve Partners LLC Experience June 2013 - Present
Job Marketing Specialist at Western Reserve Partners LLC
Industry Marketing and Advertising
Experience
Western Reserve Partners LLC   June 2013 - Present

Skills
Leadership, Organization, Communication Skills, Social Media, PowerPoint, Customer Service, Microsoft Office, Advertising, Time Management, Microsoft Excel, Market Research, Adobe Creative Suite, Photoshop, Critical Thinking, Microsoft Word

Education
Cleveland State University   2009 — 2013
Bachelor of Business Administration (BBA), Marketing

Scott Roulston Scott Roulston Durham, North Carolina Details
Scott Roulston's Western Reserve Partners LLC Experience June 2006 - August 2006
Job Associate at ScottMadden, Inc.
Industry Financial Services
Experience
ScottMadden, Inc.   August 2015 - Present
Delta Air Lines  June 2014 - August 2014
Imagine Software  September 2012 - June 2013
Imagine Software  July 2010 - September 2012
Imagine Software  July 2009 - July 2010
Bernstein Global Wealth Management  October 2007 - November 2008
Western Reserve Partners, LLC  June 2006 - August 2006
Allegiant Asset Management  June 2005 - August 2005

Skills
Investments, Hedge Funds, Equities, Securities, Risk Management, Project Management, Asset Allocation, Derivatives Trading, Derivatives, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Risk

Education
Duke Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA)

Colby College   2003 — 2007
B.A., Economics

Hawken School   1999 — 2003

Jiaqi Wang Jiaqi Wang Boston, Massachusetts Details
Jiaqi Wang's Western Reserve Partners LLC Experience January 2013 - January 2013
Job Sr Associate at State Street Corporation
Industry Financial Services
Experience
State Street  July 2015 - Present
Xinxiang Education Consulting LTD   June 2010 - Present
Barclays Capital  June 2013 - August 2013
Western Reserve Partners LLC   January 2013 - January 2013
Williams College Economics Department   September 2012 - December 2012
Allianz Global Investors  July 2012 - August 2012
GGV Capital  June 2012 - June 2012
Premiere Performances of Hong Kong   July 2011 - August 2011
New Oriental Education & Technology Group  June 2010 - July 2010

Skills
Chinese, Mandarin, Stata, R, Financial Modeling, Derivatives, Research, English, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Economics, Statistics, Investment Banking

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2015
Master's Degree, Finance, General

Williams College   2010 — 2014
Bachelor of Arts (B.A.), Economics, Music

The Hotchkiss School   2008 — 2010
High School

Nanjing Foreign Language School

James Asimes James Asimes Cleveland, Ohio Details
James Asimes's Western Reserve Partners LLC Experience November 2014 - March 2015
Job Associate at Howard & O'Brien Executive Search
Industry Staffing and Recruiting
Experience
Howard & O'Brien Executive Search   May 2015 - Present
Western Reserve Partners LLC   November 2014 - March 2015
BNY Mellon  June 2014 - August 2014
Alcoa  April 2013 - February 2014
Kenyon College  August 2010 - May 2011
Society for American Baseball Research  May 2009 - August 2009

Skills
Research, PowerPoint, Microsoft Office, Data Analysis, Facebook, Public Speaking, Editing, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Nonprofits, Legal Research, Economics, Community Outreach, Politics, Statistics, Teaching

Education
Case Western Reserve University School of Law   2011 — 2014
Juris Doctor Candidate

Case Western Reserve University - Weatherhead School of Management   2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance

Kenyon College   2007 — 2011
A.B., Economics, Public Policy, Statistics

David Neary David Neary United States Details
David Neary's Western Reserve Partners LLC Experience March 2015 - Present
Job Investment Banking Summer Analyst at Western Reserve Partners LLC
Industry
Experience
Western Reserve Partners LLC   March 2015 - Present
KeyBank  May 2014 - August 2014
Shaker Heights Municipal Court  May 2011 - August 2011

Skills
Leadership, Market Research, Microsoft Excel, PowerPoint, Public Speaking, Social Networking, Microsoft Office, Valuation, Fundraising, Financial Modeling, Event Planning, Microsoft PowerPoint, Data Analysis, Due Diligence

Education
University of Michigan   2011 — 2015
Bachelor’s Degree, Economics

University of Michigan - Stephen M. Ross School of Business   2011 — 2015

Wall Street Prep   2013 — 2014
Valuation Boot Camp

Shaker Heights High School   2007 — 2011

Eric Malm Eric Malm Indianapolis, Indiana Area Details
Eric Malm's Western Reserve Partners LLC Experience January 2014 - January 2014
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Western Reserve Partners LLC   January 2014 - January 2014
Fund Evaluation Group  July 2013 - August 2013
Fanatics, Inc.   January 2013 - June 2013
Baldwin & Lyons, Inc.   May 2011 - August 2012
Finish Line  May 2009 - August 2010

Skills
Microsoft Excel, Sales, Management, Financial Analysis, Insurance, Microsoft Word, Financial Accounting, Managerial Finance, Public Speaking, PowerPoint, Business Strategy, M&A analysis, Economics

Education
DePauw University   2010 — 2014
Bachelor's Degree, Economics, cum laude

Hamilton Southeastern High School   2006 — 2010
Academic Honors Diploma

Andrew Gibbons Andrew Gibbons Raleigh, North Carolina Details
Andrew Gibbons's Western Reserve Partners LLC Experience May 2011 - August 2011
Job Associate at Wyrick Robbins Yates & Ponton LLP
Industry Law Practice
Experience
Wyrick Robbins Yates & Ponton LLP  June 2014 - Present
Jones Day  October 2012 - June 2014
Western Reserve Partners LLC   May 2011 - August 2011
John S. Chapman & Associates--Cleveland, OH   May 2010 - August 2010
United States District Court--Southern District of Ohio, Dayton Ohio   May 2009 - July 2009
The Law Offices of Perry Mastromichalis--Raleigh, NC   July 2007 - August 2008
Providence Country Club--Charlotte, NC   November 2001 - August 2006

Skills
Legal Research, Mergers & Acquisitions, Due Diligence, Financial Modeling, Securities Regulation, Securities, Bankruptcy, Private Equity, Legal Advice

Education
Case Western Reserve University School of Law   2008 — 2012
JD, Law

Case Western Reserve University - Weatherhead School of Management   2008 — 2012
MBA, Finance

University of North Carolina at Chapel Hill   2005 — 2008
BA, Bachelor of Arts, Journalism/Mass Communication and Political Science

Stefan Schaefer Stefan Schaefer Cleveland, Ohio Details
Stefan Schaefer's Western Reserve Partners LLC Experience June 2014 - Present
Job
Industry Investment Banking
Experience
Western Reserve Partners LLC   June 2014 - Present
BAE Systems  June 2011 - June 2014
BAE Systems  June 2010 - June 2011
BAE Systems  June 2009 - June 2010
BAE Systems  January 2008 - June 2009
Merrill Lynch  May 2006 - August 2006

Skills
Accounting, Managerial Finance, Financial Analysis, Forecasting, Leadership, Data Analysis, Internal Controls, Finance, Strategic Financial..., Auditing, Program Management, Analysis, Business Planning, Project Planning, Variance Analysis, Earned Value Management, Risk Management, Financial Planning

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2014
MBA

Elon University   2003 — 2007
B.S.

Elon University - Martha and Spencer Love School of Business   2003 — 2007
BS

Charles Aquino Charles Aquino Cleveland/Akron, Ohio Area Details
Charles Aquino's Western Reserve Partners LLC Experience July 2004 - Present
Job Managing Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   July 2004 - Present
The Lake Erie Nature & Science Center   2006 - Present
KeyBanc Capital Markets  July 2000 - June 2004
ING Barings LLC  August 1999 - June 2000

Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...

Education
John Carroll University   1995 — 1999
BSBA, Finance / Economics

Chris Mack Chris Mack Durham, North Carolina Details
Chris Mack's Western Reserve Partners LLC Experience May 2007 - July 2007
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting  May 2014 - Present
Medtronic  June 2013 - August 2013
Deloitte Consulting  July 2008 - June 2012
Western Reserve Partners, LLC  May 2007 - July 2007
Enerco Group Inc  June 2006 - August 2006

Skills
Management Consulting, Financial Analysis, Business Strategy, Competitive Analysis, Data Analysis, Strategic Consulting, Pricing Analysis, Strategic Sourcing, Product Development, Customer Experience..., Non-profit Volunteer, Analysis, Leadership, Consulting, Financial Modeling, Strategy

Education
Duke University - The Fuqua School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Health Sector Management

Miami University   2004 — 2008
BS, Finance, Marketing

David Mariano David Mariano Cleveland, Ohio Details
David Mariano's Western Reserve Partners LLC Experience November 2012 - Present
Job Experienced Financial and Strategic Business Advisor
Industry Executive Office
Experience
Western Reserve Partners LLC   November 2012 - Present
David P. Mariano & Associates   January 2012 - Present
InTune Studios   July 2011 - November 2012
The Horsburgh & Scott Co.   July 2008 - July 2011
Western Reserve Partners LLC   July 2004 - July 2008
McDonald Investments Inc./National City Investment Banking   May 1999 - July 2004

Skills
Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Corporate Finance, Marketing, Financial Modeling, Leadership Development, Financial Analysis, Valuation, Mergers, Business Advisory, Private Equity, Business Strategy, Value Creation, Company Valuation, Due Diligence, Coaching, Investments, Nonprofits, Investment Banking, Strategic Planning, Venture Capital, Sales, Corporate Development, Entrepreneurship, Executive Management, Business Valuation

Education
Case Western Reserve University   1997 — 2000
Bachelor of Science (B.S.), Accountancy

Eric Vanderpoel Eric Vanderpoel Chicago, Illinois Details
Eric Vanderpoel's Western Reserve Partners LLC Experience June 2014 - August 2014
Job Associate at Duff & Phelps
Industry Investment Banking
Experience
Western Reserve Partners LLC   June 2014 - August 2014
Envestnet, Inc  January 2013 - June 2013
Envestnet, Inc  September 2010 - January 2013
US Bank  March 2010 - September 2010
Bradley University International Trade Center   May 2009 - August 2009

Education
University of Wisconsin-Madison   2013 — 2015
Master of Business Administration (MBA), Corporate Finance & Investment Banking

Bradley University
B.S., Finance

Chris Santagate Chris Santagate Columbus, Ohio Area Details
Chris Santagate's Western Reserve Partners LLC Experience March 2012 - February 2013
Job Associate at Vorys, Sater, Seymour and Pease LLP
Industry Legal Services
Experience
Vorys, Sater, Seymour and Pease LLP   February 2013 - Present
Western Reserve Partners LLC   March 2012 - February 2013
Luper Neidenthal & Logan  June 2011 - December 2011
The Ohio State University  August 2008 - December 2011
NATIONAL FUEL GAS COMPANY  May 2010 - August 2010
VERIZON COMMUNICATIONS INC  May 2009 - July 2009

Skills
Legal Research, Legal Writing, Business Management, Business Strategy, Microsoft Office, Statistical Software, Subrogation, Social Media, Bankruptcy, Natural Gas, Mathematics, Marketing Strategy, Management, Research

Education
The Ohio State University - The Max M. Fisher College of Business   2010 — 2011
Master of Business Administration

The Ohio State University Moritz College of Law   2008 — 2011
Juris Doctor

Kenyon College   2004 — 2008
BA, Economics, Mathematics (minor statistics), Integrated Program in Humane Studies

Matthew Reus Matthew Reus Seattle, Washington Details
Matthew Reus's Western Reserve Partners LLC Experience June 2010 - October 2013
Job Investment Banker at Cascadia Capital LLC
Industry Investment Banking
Experience
Cascadia Capital LLC   October 2013 - Present
Western Reserve Partners LLC   June 2010 - October 2013
Western Reserve Partners LLC   May 2009 - August 2009
Fidelity National Financial  2007 - 2008
Wachovia Securities Corporate Investment Bank   2005 - 2007

Skills
LBO, Business Valuation, Financial Analysis, Valuation, Investments, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Venture Capital, Financial Modeling, Mergers, Private Equity, Finance, Corporate Finance

Education
Indiana University - Kelley School of Business   2008 — 2010
MBA, Finance and Accounting

University of Washington   2000 — 2004
B.A. with Distinction, Economics and Philosophy

North Thurston High School

Christopher Heidger Christopher Heidger Cleveland/Akron, Ohio Area Details
Christopher Heidger's Western Reserve Partners LLC Experience October 2014 - Present
Job Analyst at Western Reserve Partners LLC
Industry Internet
Experience
Western Reserve Partners LLC   October 2014 - Present
Vertical Knowledge LLC  September 2013 - September 2014
U.S. Army Special Operations Command   May 2012 - August 2013
U.S. European Command   June 2009 - May 2012
U.S. Army Special Operations Command   January 2006 - June 2009
U.S. Army Special Operations Command   October 2004 - January 2006

Skills
Crisis Management, Leadership, Social Media, Public Relations, Strategy, International Relations, Strategic Planning, Public Speaking, Project Management, Social Media Strategist, Technical Writing, Editing, Event Planning, Report Writing, Social Media Consulting, Copy Editing, Microsoft Word, Microsoft Office, News Writing, Online Advertising, Presentations, Military Operations, Government, DoD, Command, Presenter, Social Media Advertising, Image Editing, Media Relations, Joint Planning, Social Media Measurement, Information Operations, MISO, Strategic Public..., Intelligence Analysis, Joint Operations, Facebook, Persuasion, Operational Planning, Foreign Policy, Interagency Coordination, Policy, Special Operations, Intelligence, National Security, Strategic Communications, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions

Education
UNC Kenan-Flagler Business School   2013 — 2015
Master of Business Administration (MBA), Corporate Finance

The George Washington University   2010 — 2012
MPS, Strategic Public Relations, 3.7

American Public University System   2008 — 2010
Bachelor of Arts, Political Science

Karan Chawla Karan Chawla Miami, Florida Details
Karan Chawla's Western Reserve Partners LLC Experience May 2008 - August 2008
Job Operations Manager at Uber
Industry Internet
Experience
Uber  April 2015 - Present
Information Services Group  June 2013 - April 2015
Huron Consulting Group  November 2011 - May 2013
Oracle Corporation  August 2009 - November 2011
Western Reserve Partners LLC   May 2008 - August 2008
Citi  June 2007 - August 2007
Mercantil Commercebank N.A.   May 2006 - August 2006

Skills
Data Analysis, Finance, Project Management, Healthcare Consulting, Consulting, Financial Analysis, Financial Modeling, Management Consulting, Strategy, Program Management, Business Analysis, Sales, Process Improvement

Education
Indiana University - Kelley School of Business   2005 — 2009
Bachelor of Science in Business, Finance

Port Credit Secondary School   2002 — 2005
Diploma

David Mayland David Mayland Miami, Florida Details
David Mayland's Western Reserve Partners LLC Experience July 2008 - November 2010
Job Senior Director, Business Development at Brightstar
Industry Venture Capital & Private Equity
Experience
Brightstar  August 2013 - Present
H.I.G. Capital / Bayside Capital   July 2011 - July 2013
Minds Matter  October 2008 - June 2011
Western Reserve Partners   November 2010 - May 2011
Western Reserve Partners LLC   July 2008 - November 2010

Skills
Valuation, Corporate Finance, Management Consulting, Restructuring, Investment Banking, Research, Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Business Development, LBO, Financial Services, Corporate Development, Venture Capital

Education
University of Pennsylvania   2004 — 2008
BA, Political Science; concentration in International Relations

Erin Rudy Erin Rudy Cleveland/Akron, Ohio Area Details
Erin Rudy's Western Reserve Partners LLC Experience May 2011 - Present
Job Marketing Manager at Western Reserve Partners LLC
Industry Investment Banking
Experience
The Busy Girl's Shopping Companion   January 2015 - Present
Western Reserve Partners LLC   May 2011 - Present
Cleveland Clinic  April 2010 - April 2011
Western Reserve Partners LLC   January 2008 - April 2010

Education
Ohio University   2005 — 2007
Bachelor of Business Administration, Finance and Business Pre-Law

Denison University   2004 — 2005

Rocky River High School   2000 — 2004

Ruizhe (Richard) Ma Ruizhe (Richard) Ma Grand Rapids, Michigan Details
Ruizhe (Richard) Ma's Western Reserve Partners LLC Experience January 2010 - January 2010
Job FEA Engineer at Intralox
Industry Mechanical or Industrial Engineering
Experience
Intralox  October 2013 - Present
Northwestern University  September 2012 - August 2013
Argonne National Laboratory  June 2011 - August 2011
DePauw University  February 2010 - July 2010
DePauw University  August 2009 - May 2010
Western Reserve Partners LLC   January 2010 - January 2010
Huatai Insurance  June 2009 - June 2009

Skills
Matlab, Data Analysis, Finite Element Analysis, C++, Abaqus, Microsoft Excel, Mandarin, Microsoft Word, Mathematical Modeling, Solid Mechanics, PowerPoint, MathCAD, Pro Engineer, Numerical Analysis, Solidworks, Economics, MSC.Marc/Mentat, Hypermesh, ANSYS

Education
Northwestern University   2012 — 2013
Master of Science (MS), Mechanical Engineering, 3.95/4.00

DePauw University   2008 — 2012
B.A., Physics and Economics, 3.94/4.00; Summa Cum Laude

University of Oxford   2010 — 2010
Exchange Student, Economics and Physics

HS affiliated to Renmin Univ. (RDFZ)   2005 — 2008
High school diploma, Science

James Ryan Petersen James Ryan Petersen Greater Detroit Area Details
James Ryan Petersen's Western Reserve Partners LLC Experience October 2011 - November 2013
Job Corporate Development Manager at Linamar
Industry Investment Banking
Experience
Linamar  July 2014 - Present
P&M Corporate Finance - PMCF  November 2013 - July 2014
Western Reserve Partners LLC   October 2011 - November 2013
Meritor  July 2010 - October 2011
Simplified Asset Management, LP   February 2010 - July 2010
Pulte Homes  May 2008 - August 2008
Pulte Homes  May 2007 - August 2007

Skills
Forecasting, Due Diligence, Financial Analysis, Corporate Finance, Market Research, Strategic Financial..., Microsoft Excel, Financial Modeling, Investments, Analysis, Mergers & Acquisitions, Series 79, Competitive Analysis, Business Strategy, Hyperion Enterprise, Oracle, Financial Reporting, Budgets, Strategic Planning, Accounting, Risk Management, Mergers, Investment Banking, Valuation, Sell-side M&A Advisory, Acquisition Advisory, Strategic Assessment..., Fairness Opinions, Factset, Financing — Debt and..., Bloomberg, Finance, Management, Strategy, Leadership

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2010
Bachelor's of Business Administration

University of Michigan   2006 — 2007
Minor in the Environment

Gregg Silver, CPA Gregg Silver, CPA Columbus, Ohio Details
Gregg Silver, CPA's Western Reserve Partners LLC Experience June 2013 - August 2013
Job Strategy Consultant at Stax Inc.
Industry Banking
Experience
Stax Inc.  September 2014 - Present
The Ohio State University  August 2013 - Present
Western Reserve Partners LLC   June 2013 - August 2013
KeyBanc Capital Markets  May 2013 - May 2013
The Ohio State University  August 2012 - May 2013
KeyBank  2008 - 2012
Deloitte & Touche  2006 - 2008

Skills
Certified Public..., CPA

Education
The Ohio State University - The Max M. Fisher College of Business   2012 — 2014
Master of Business Administration (MBA)

Miami University - Richard T. Farmer School of Business   2002 — 2006
Bachelor of Science in Business Administration, Accounting

Beachwood High School

Marcello La Rocca Marcello La Rocca Boulder, Colorado Details
Marcello La Rocca's Western Reserve Partners LLC Experience May 2008 - August 2008
Job Director at Sandstone Care
Industry Financial Services
Experience
Sandstone Care   August 2015 - Present
Grey Mountain Partners  September 2011 - August 2015
La Rocca Properties, LLC   December 2006 - December 2011
Bank of America Merrill Lynch  July 2010 - August 2011
Bank of America Merrill Lynch  June 2009 - August 2009
Semonin Realtors  June 2005 - May 2009
Western Reserve Partners LLC   May 2008 - August 2008
Intertrade Europe   May 2007 - August 2007

Education
Miami University   2005 — 2009
B.S., Finance and Accountancy

Brandon Carnovale Brandon Carnovale Cleveland, Ohio Details
Brandon Carnovale's Western Reserve Partners LLC Experience January 2014 - Present
Job Western Reserve Partners, LLC
Industry Financial Services
Experience
Western Reserve Partners LLC   January 2014 - Present
Diamond Hill Investment Group (Nasdaq:DHIL)   May 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Public Speaking, Matlab, Windows, English, Bloomberg Terminal, mental math, graham investing

Education
Canisius College
Bachelor of Science (B.S.), Finance & Economics

Gregory Waller Gregory Waller Richmond, Virginia Area Details
Gregory Waller's Western Reserve Partners LLC Experience January 2014 - January 2015
Job Associate at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets  July 2015 - Present
KeyBanc Capital Markets  February 2015 - June 2015
Western Reserve Partners LLC   January 2014 - January 2015
Blue Heron Capital  June 2013 - August 2013
IMAP MB Partners  January 2013 - June 2013
Schneider Downs  September 2012 - January 2013
Boxwood Partners  April 2012 - August 2012
City of Athens Director of Law   May 2011 - August 2011
Youngstown State University  August 2008 - June 2010

Skills
Valuation, Investment Banking, Capital IQ, Legal Research, Microsoft Excel, Private Equity, Financial Modeling, DCF Valuation, LBO Valuation, Multiples Valuation, Mergers & Acquisitions, Legal Writing, Leadership, Start-ups, Market Research, Financial Analysis, Due Diligence, Capital Markets, Venture Capital, Microsoft Word, PowerPoint, Writing, Presentations

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2013
J.D./M.B.A., Finance

University of Pittsburgh School of Law   2010 — 2013
J.D./M.B.A., Banking, Corporate, Finance, and Securities Law

Youngstown State University   2008 — 2010
M.A., History

Youngstown State University   2004 — 2008
B.A., History

McDonald High School   2000 — 2004

Jennifer Terry Jennifer Terry Cleveland/Akron, Ohio Area Details
Jennifer Terry's Western Reserve Partners LLC Experience May 2012 - Present
Job Administrative Coordinator at Western Reserve Partners LLC
Industry Education Management
Experience
Western Reserve Partners LLC   May 2012 - Present
JS Indulgences   July 2011 - Present

Skills
High Energy, Active and Creative..., Baking, Extremely Detail..., Team Oriented, Excellent Communicative..., Highly Analytical, Computer Literate, Food Preparation, Capable of Multitasking, Capable of working..., Meeting Deadlines, Catering, Private Events, Customer Service, Event Planning, Team-oriented, Analytical Skills, Administrative..., Time Management, Research, Cakes, Office Management, Weddings, Spreadsheets, Social Networking, Microsoft Excel, Entrepreneurship, PowerPoint, Microsoft Office, Data Analysis, Fundraising, Event Management, Facebook, Leadership, Training, Market Research, Strategic Planning, Nonprofits, Marketing, Public Speaking, Volunteer Management, Administrative...

Education
Clemson University   2003 — 2007
Bachelor of Arts (B.A.), Elementary Education

Douglas Pace Douglas Pace Nashville, Tennessee Details
Douglas Pace's Western Reserve Partners LLC Experience January 2010 - May 2010
Job CoFounder and CoCEO at Tandum
Industry Internet
Experience
Tandum   February 2014 - Present
Pharos Capital Group  June 2013 - March 2014
Pharos Capital Group  June 2012 - March 2014
Edgeview Partners  June 2010 - June 2012
Western Reserve Partners LLC   January 2010 - May 2010
The Riverside Company  June 2009 - January 2010

Skills
Financial Modeling, Capital Markets, Bloomberg, Business Valuation, LBO, Due Diligence, Investments, Venture Capital, Valuation, M&A experience, Corporate Development, Portfolio Management, Private Equity, Investment Banking, Financial Analysis, Mergers & Acquisitions, Asset Management, Equities, Corporate Finance, Econometrics, Equity Valuation, Leveraged Finance, Strategic Financial..., DCF, Management Consulting, Business Development, Market Research, R, Business Strategy, Emerging Markets, Competitive Analysis, Finance, Series 7, Start-ups, Analysis, Alternative Investments, Thompson One, Economics, Growth Capital, Hedge Funds, Capital Raising, Fixed Income, Financial Structuring, Divestitures, Capital IQ, Entrepreneurship, Equity Research, Strategy, Restructuring, Deal Sourcing

Education
Oberlin College   2005 — 2009
BA, Neurosciece

Oberlin College   2005 — 2009
BM, Classical Guitar Performance

Justin Wolfort Justin Wolfort Cleveland/Akron, Ohio Area Details
Justin Wolfort's Western Reserve Partners LLC Experience 2013 - 2015
Job Director at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company  September 2015 - Present
Western Reserve Partners LLC   2013 - 2015
Western Reserve Partners LLC   2008 - 2012
Cummins Inc.  2011 - 2011
Western Reserve Partners LLC   2004 - 2007
KeyBanc Capital Markets (McDonald Investments)   2003 - 2004

Skills
Mergers, Investment Banking, Financial Modeling, Valuation, Strategic Planning, Financial Analysis, Private Equity, Mergers & Acquisitions, Business Strategy, Entrepreneurship, IPO, Equities, Corporate Finance, Restructuring, Venture Capital

Education
Indiana University - Kelley School of Business   2010 — 2012
MBA, Finance & Management

Syracuse University   1999 — 2003
BA, Economics, Political Science

Hawken School   1995 — 1999
High School Diploma

Bill Zaccardelli Bill Zaccardelli Cleveland/Akron, Ohio Area Details
Bill Zaccardelli's Western Reserve Partners LLC Experience May 2015 - Present
Job Investment Banking Analyst at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   May 2015 - Present
PricewaterhouseCoopers LLP  September 2013 - April 2015
PwC  June 2012 - August 2012
Dwellworks, LLC  May 2011 - December 2011

Education
John Carroll University   2009 — 2013
BSBA, Accountancy

Saint Ignatius High School   2005 — 2009
Diploma

Levi Halberstam Levi Halberstam Greater New York City Area Details
Levi Halberstam's Western Reserve Partners LLC Experience August 2013 - September 2013
Job Financial Equity Analytics & Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  October 2014 - Present
Bloomberg LP  June 2014 - September 2014
New York State Assemblyman Karim Camara   October 2013 - June 2014
Pop VoIP Inc.   May 2010 - March 2014
Western Reserve Partners LLC   August 2013 - September 2013
Waxman Industries  2013 - 2013
Ajax Union Inc  2010 - 2012
Kosherica Cruises & Tours / Kosher Travel Depot   2011 - 2011
RSB   2010 - 2010
New York State Assemblyman Karim Camara   2010 - 2010

Skills
Business Development, Strategic Planning, Social Media, Online Marketing, Online Advertising, SEO, SEM, E-commerce, Marketing Strategy, Social Media Marketing, Strategic Partnerships, Start-ups, Business Strategy, Digital Marketing, Social Networking, New Business Development, Entrepreneurship, Account Management, Management, Team Leadership, Sales, Marketing, Analytics, CRM, Lead Generation, Strategy, Business Planning, Sales Management, Product Development, Product Marketing, Leadership, Negotiation, Direct Sales, Email Marketing, Executive Management, Management Consulting, Sales Operations, B2B, Team Building, Advertising, Financial Analysis, Google Analytics, M&A analysis, Precedent Transactions, Retail

Education
City University of New York-Brooklyn College   2011 — 2014
Bachelor of Science (B.S.), Finance and Business Management, 4.0

City University of New York-Brooklyn College   2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business, 4.0

BramsonOrt College   2008 — 2010
Associates, Business Management, 4.0

Andrew Foster Andrew Foster Cleveland/Akron, Ohio Area Details
Andrew Foster's Western Reserve Partners LLC Experience June 2012 - July 2014
Job Associate at Edgewater Capital Partners
Industry Venture Capital & Private Equity
Experience
Edgewater Capital Partners  July 2014 - Present
Western Reserve Partners LLC   June 2012 - July 2014
Western Reserve Partners LLC   May 2011 - August 2011
Cleveland Clinic  May 2010 - August 2010

Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Higher Education, Event Planning, Corporate Finance, M&A Modeling, Investment Banking, Data Management, Valuation, Leveraged Finance

Education
Miami University   2008 — 2012
Bachelor of Science (BS), Economics

Hawken School   2004 — 2008

Kevin Harper Kevin Harper Cleveland, Ohio Details
Kevin Harper's Western Reserve Partners LLC Experience August 2013 - March 2015
Job Associate at Linsalata Capital Partners
Industry Venture Capital & Private Equity
Experience
Linsalata Capital Partners  April 2015 - Present
Western Reserve Partners LLC   August 2013 - March 2015

Skills
PowerPoint, Data Analysis, Microsoft Excel, Social Media, Financial Modeling, Microsoft Office, Financial Analysis, Kickboxing, Investment Banking, Valuation, LBO

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2011 — 2013
MBA, Finance, General

University of Pittsburgh   2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Mentor High School   2004 — 2008

Charles Trouba IV Charles Trouba IV Cleveland, Ohio Details
Charles Trouba IV's Western Reserve Partners LLC Experience January 2015 - Present
Job Investment Banking Analyst at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   January 2015 - Present
EY-Financial Services   October 2013 - January 2015
Bridges Investment Management   December 2012 - January 2013
Platte Institute for Economic Research  2012 - 2012

Skills
Microsoft Office, Social Media, Problem Solving, Critical Thinking, Excel, Microsoft Excel, Marketing, Analytical Skills, Leadership, Accounting, Financial Analysis, PowerPoint, Microsoft Word, Business Strategy, Finance, Team Leadership, Economics, US GAAP, Time Management, Salesforce.com, Advertising, Policy, Market Research, Sales, Access, Editing, Research, CPA, Budgets, Tax

Education
John Carroll University   2009 — 2013
BSBA, Accountancy & Philosophy

Creighton Preparatory School   2005 — 2009
Diploma

Zhen Carol Cui Zhen Carol Cui Greater Los Angeles Area Details
Zhen Carol Cui's Western Reserve Partners LLC Experience May 2007 - August 2007
Job Assistant Professor of Economics at Cal State LA
Industry Research
Experience
California State University, Los Angeles  September 2014 - Present
The Ohio State University  September 2010 - May 2014
Child Trends  July 2008 - July 2009
Western Reserve Partners LLC   May 2007 - August 2007
SVB Financial Group  August 2006 - December 2006

Skills
SAS programming, Stata, Eviews, Matlab, Fortran, HTML, JavaScript, Ruby on Rails, LaTeX, Macroeconomics, Econometrics, Computational Modeling

Education
The Ohio State University   2010 — 2014
PhD

The Ohio State University   2009 — 2010
MA

Colgate University   2004 — 2008
BA

Matt Mueller Matt Mueller Cleveland/Akron, Ohio Area Details
Matt Mueller's Western Reserve Partners LLC Experience June 2011 - Present
Job Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   June 2011 - Present
Harris Williams & Co.   March 2009 - June 2011
National City Capital Markets  January 2005 - March 2009
National Futures Association  1997 - 2002

Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Financial Analysis, Corporate Development, Leveraged Finance, Investments, Valuation, Private Equity, Restructuring, M&A experience, Capital Markets

Education
University of Michigan   2002 — 2004
MBA

University of Wisconsin-Madison   1993 — 1997
BBA, Finance & Accounting

R. Christopher Pummill R. Christopher Pummill Milwaukee, Wisconsin Details
R. Christopher Pummill's Western Reserve Partners LLC Experience January 2008 - June 2009
Job Vice President at Mason Wells
Industry Venture Capital & Private Equity
Experience
Mason Wells   January 2014 - Present
Mason Wells   July 2011 - December 2013
Thoma Bravo  July 2009 - November 2010
Western Reserve Partners LLC   January 2008 - June 2009
Western Reserve Partners LLC   June 2005 - January 2008

Education
The University of Chicago Booth School of Business   2009 — 2011
Master of Business Administration, Finance, Accounting, Entrepreneurship

Miami University   2000 — 2005
Bachelor of Science, Business, Finance

Michael Wax Michael Wax United States Details
Michael Wax's Western Reserve Partners LLC Experience May 2008 - August 2008
Job Analyst at Long Pond Capital
Industry Investment Management
Experience
Long Pond Capital   May 2015 - Present
KKR  July 2013 - May 2015
JP Morgan  May 2010 - July 2013
Western Reserve Partners LLC   May 2008 - August 2008
ACS Vienna Acquisition Services   January 2008 - May 2008
The Kenrich Group LLC  May 2007 - December 2007

Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence

Education
The George Washington University   2005 — 2009
BBA, Finance

The George Washington University - School of Business   2005 — 2009
Bachelor of Business Administration (BBA), Finance, General

Mark Filippell Mark Filippell Cleveland/Akron, Ohio Area Details
Mark Filippell's Western Reserve Partners LLC Experience July 2004 - Present
Job Managing Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   July 2004 - Present
Key Bank  September 1998 - June 2004
McDonald Investments  August 1984 - June 2004
Comau  January 1983 - June 1984
McKinsey & Company  June 1979 - March 1982

Skills
Mergers, Restructuring, Mergers & Acquisitions, Corporate Finance, Business Valuation, Acquisitions, Investment Banking, Private Equity, Private Placements, M&A experience, Due Diligence, LBO, Management, Valuation, Investments, Business Strategy, Financial Analysis, Corporate Development, Venture Capital, Structured Finance, Securities, Strategic Planning, Capital Raising, Divestitures, Leveraged Finance

Education
University of Michigan Law School   1977 — 1979
JD, Corporate Law

Harvard Business School   1975 — 1977
MBA, General management

DePauw University   1971 — 1975
BA, Economics

J.R. Doolos J.R. Doolos Cleveland/Akron, Ohio Area Details
J.R. Doolos's Western Reserve Partners LLC Experience August 2010 - September 2011
Job Vice President at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  March 2014 - Present
KeyBanc Capital Markets  August 2011 - Present
Western Reserve Partners LLC   August 2010 - September 2011
KeyBanc Capital Markets  January 2008 - August 2010

Skills
Mergers, Investment Banking, Valuation, Financial Modeling, LBO, Capital Markets, Due Diligence, Financial Analysis, Business Valuation, Capital IQ, Finance, M, Private Placements, Series 7, Capital Raising, Equity Valuation, Series 63, Divestitures, Capital Structure, Banking, Equity Research

Education
Case Western Reserve University   2003 — 2007
BS, Banking & Finance

Sam Weir Sam Weir Chicago, Illinois Details
Sam Weir's Western Reserve Partners LLC Experience June 2010 - September 2010
Job Consultant at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal  September 2012 - Present
RBC Capital Markets  June 2011 - August 2011
Western Reserve Partners LLC   June 2010 - September 2010

Education
Northwestern University   2008 — 2012
BA, Math and Economics

Thomas Creegan Thomas Creegan Cleveland/Akron, Ohio Area Details
Thomas Creegan's Western Reserve Partners LLC Experience August 2012 - June 2013
Job M&A Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  July 2013 - February 2015
Western Reserve Partners LLC   August 2012 - June 2013

Skills
Due Diligence, Financial Analysis, Tax, Corporate Tax, CPA, Auditing, GAAP, Tax Preparation, Income Tax, Financial Reporting, Financial Accounting, SEC filings, Mergers, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Corporate Governance, US GAAP, Strategic Financial..., Microsoft Excel, Internal Controls, Mergers & Acquisitions

Education
The Ohio State University Moritz College of Law   2009 — 2012
J.D.

Weatherhead School of Management at Case Western Reserve University   2008 — 2009
M.Acc.

Case Western Reserve University   2005 — 2009
B.S. (magna cum laude)

Matthew P. Turk Matthew P. Turk Greater Los Angeles Area Details
Matthew P. Turk's Western Reserve Partners LLC Experience May 2005 - August 2005
Job Principal at Blue Sea Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC   August 2012 - Present
ThinKom Solutions, Inc.   April 2012 - October 2013
Tri-Star Electronics International, Inc  August 2010 - March 2012
Brockway Moran & Partners  August 2008 - August 2010
Banc of America Securities  June 2006 - June 2008
Western Reserve Partners LLC   May 2005 - August 2005

Education
Miami University   2001 — 2006
Masters of Accountancy; B.S. in Business

Ralph Della Ratta Ralph Della Ratta Cleveland/Akron, Ohio Area Details
Ralph Della Ratta's Western Reserve Partners LLC Experience July 2004 - Present
Job Owner, Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   July 2004 - Present

Skills
Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, Venture Capital, Leveraged Finance, Private Equity, Business Strategy, Divestitures, LBO, Strategic Planning, Valuation, Mergers & Acquisitions, Start-ups, Investment Banking, Restructuring, Mergers, Corporate Governance, Business Valuation, Finance, M&A experience, Corporate Law, Capital Raising

Education
Stonier Graduate School at Rutgers University
Graduate Degree in Banking

American Graduate School of International Management
Master of Business Administration (MBA)

Duke University
Bachelor of Arts (BA)

Kyle Napierkowski Kyle Napierkowski San Francisco, California Details
Kyle Napierkowski's Western Reserve Partners LLC Experience May 2008 - July 2008
Job Sr Director, Product Management at RadiumOne
Industry Internet
Experience
RadiumOne  January 2015 - Present
RadiumOne  February 2014 - January 2015
PagerDuty  May 2013 - January 2014
RadiumOne  May 2012 - May 2013
RadiumOne  May 2011 - April 2012
RadiumOne  May 2010 - April 2011
DecisionDesk  November 2008 - May 2010
Fresh Fork Market  August 2007 - October 2008
Western Reserve Partners LLC   May 2008 - July 2008

Skills
Optimization, Online Marketing, Ad Networks, Web Analytics, Online Advertising, RTB, Display Advertising, Big Data, Entrepreneurship, Start-ups, Mobile Advertising, Product Management, Monetization, Strategic Hiring, Advertising, Mobile Marketing, SEM, Analytics, Ad Exchanges, Data Analysis, Data Mining, Statistical Modeling, Data Visualization, Digital Media, Digital Strategy, Behavioral Targeting, Tableau, Python, pandas, Research, Ruby, Google Analytics

Education
Case Western Reserve University - Weatherhead School of Management
MS, Finance

Case Western Reserve University
Bachelor of Science (BS), Finance

Georgine McCormack-Vendeland Georgine McCormack-Vendeland Cleveland/Akron, Ohio Area Details
Georgine McCormack-Vendeland's Western Reserve Partners LLC Experience March 2006 - Present
Job Ex Asst/Administrative Coordinator at Western Reserve Partners LLC
Industry Financial Services
Experience
Western Reserve Partners LLC   March 2006 - Present
McDonald Investments, Inc.   August 1998 - March 2006
Computer Sciences Corporation  September 1992 - August 1998
The Stouffer Restaurant Company   February 1988 - March 1992

Skills
Due Diligence, Valuation, Finance, Financial Analysis, Financial Modeling

Education
Ohio University   1969 — 1973
BFA, Fine Arts, Art History, Art Education

Eden Hall, a Sacred Heart school   1965 — 1969
Diploma/Secondary, Strictly Academics; Art

David Dunstan David Dunstan Cleveland/Akron, Ohio Area Details
David Dunstan's Western Reserve Partners LLC Experience January 2015 - Present
Job President at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   January 2015 - Present
Western Reserve Partners LLC   July 2004 - Present
Key Banc Capital Markets  January 1999 - June 2004
McDonald Investments  May 1997 - December 1998
Ernst & Young  August 1992 - May 1996

Skills
Private Equity, Mergers, Investment Banking, Restructuring, Strategy, Mergers & Acquisitions, Corporate Finance, Divestitures, Finance

Education
Weatherhead School of Management at Case Western Reserve University   1996 — 1997
MBA, Finance

Miami University   1988 — 1992
B.S., Accountancy

Jay Vaidya Jay Vaidya Cleveland, Ohio Details
Jay Vaidya's Western Reserve Partners LLC Experience June 2011 - August 2011
Job Principal at Journeyman Capital, LLC
Industry Banking
Experience
Journeyman Capital, LLC   February 2013 - Present
Brown Gibbons Lang & Company  February 2012 - February 2013
Cleveland Fedora Network   2013 - 2013
Western Reserve Partners LLC   June 2011 - August 2011
Case Western Reserve University  August 2009 - December 2010
HW Financial Advisors   May 2010 - September 2010
TechniGraphics  May 2009 - September 2009

Skills
Financial Modeling, Due Diligence, Valuation, Corporate Finance, Portfolio Management

Education
Case Western Reserve University - Weatherhead School of Management   2009 — 2011
MBA, Finance/ Strategic Mgmt.

Case Western Reserve University - Weatherhead School of Management   2009 — 2011
MS Finance

Ohio Northern University   2005 — 2009
Bachelor of Arts, Public Relations

Matthew Montesano Matthew Montesano Cleveland/Akron, Ohio Area Details
Matthew Montesano's Western Reserve Partners LLC Experience November 2006 - January 2007
Job Manage risk assets for highnet worth clients via discretionary investment portfolios.
Industry Investment Banking
Experience
Self Employed Portfolio Manager   June 2013 - Present
L'Oréal   July 2012 - Present
Brown Gibbons Lang & Company  October 2011 - January 2012
KeyBanc Capital Markets  June 2008 - November 2010
KeyBanc Capital Markets  June 2007 - August 2007
Western Reserve Partners LLC   November 2006 - January 2007
L'Oréal   June 2006 - August 2006

Education
Ohio University

Renee Della Ratta Renee Della Ratta Washington, District Of Columbia Details
Renee Della Ratta's Western Reserve Partners LLC Experience May 2010 - September 2011
Job Sr. Associate at KPMG Deal Advisory
Industry Financial Services
Experience
KPMG  August 2014 - Present
The Riverside Company  May 2013 - August 2013
Overseas Private Investment Corporation  February 2013 - May 2013
Capital One  September 2011 - July 2012
Western Reserve Partners LLC   May 2010 - September 2011
Organization of American States  January 2008 - December 2009
Office Senator George V. Voinovich   November 2007 - January 2008
WorldTeach  January 2005 - December 2005
J. Walter Thompson  September 2004 - December 2004

Skills
International Relations, Analysis, Valuation, Mergers & Acquisitions, International..., Project Management, Research, Management, Public Policy, Financial Analysis, Financial Modeling, Finance, Fundraising, Data Analysis, Market Research, Marketing, Spanish, Qualitative Research, Latin America, Mergers, Strategic Communications, Non-profits, Strategy, Investment Banking, Private Equity, Microsoft Excel, PowerPoint, Due Diligence, Investments, Business Analysis

Education
Georgetown University - The McDonough School of Business   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

University of Chicago - Committee on International Relations   2006 — 2007
M.A., Latin America, International Political Economy

Duke University   2000 — 2004
B.A., History, Psychology, Spanish

Universidad de San Pablo   2002 — 2003

Hawken

Courtney Downs Courtney Downs Cleveland/Akron, Ohio Area Details
Courtney Downs's Western Reserve Partners LLC Experience 2015 - Present
Job Vice President at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC   2015 - Present
Western Reserve Partners LLC   2013 - 2015
Western Reserve Partners LLC   2011 - 2013
Northcoast Research  2009 - 2011
KeyBanc Capital Markets  2009 - 2009
KeyBank, N.A.   2008 - 2009
KeyBanc Capital Markets  2008 - 2009
Sherwin Williams  2006 - 2007

Education
Case Western Reserve University   2005 — 2008
B.S., Accounting, Minor in Banking and Finance

David Powlen David Powlen Wilmington, Delaware Details
David Powlen's Western Reserve Partners LLC Experience May 2006 - March 2009
Job Partner at BARNES & THORNBURG LLP
Industry Law Practice
Experience
Barnes & Thornburg LLP  March 2009 - Present
Western Reserve Partners LLC   May 2006 - March 2009
Mesirow Financial Consulting  April 2004 - May 2006
Key Bank  August 2001 - April 2004
Barnes & Thornburg LLP  January 1985 - August 2001

Skills
Restructuring

Education
Harvard Law School   1975 — 1978
J.D.

Harvard College   1971 — 1975
A.B., Economics

Logansport High School   1968 — 1971
Diploma

Collin Ebert Collin Ebert New York, New York Details
Collin Ebert's Western Reserve Partners LLC Experience July 2012 - August 2012
Job Analyst at Allen & Company
Industry Investment Banking
Experience
Allen & Company  July 2015 - Present
Allen & Company  June 2014 - August 2014
Allen & Company  June 2013 - August 2013
Western Reserve Partners LLC   July 2012 - August 2012

Skills
Financial Analysis

Education
University of Notre Dame   2011 — 2015
Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Finance

Kendra Boyle Kendra Boyle United States Details
Kendra Boyle's Western Reserve Partners LLC Experience January 2014 - January 2014
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  July 2014 - Present
Western Reserve Partners LLC   January 2014 - January 2014
Kappa Alpha Theta  November 2012 - December 2013
E&E Manufacturing  May 2013 - August 2013
Meridian Health Plan  May 2011 - December 2012
Meridian Health Plan  January 2012 - January 2012

Education
DePauw University   2010 — 2014
Bachelor of Arts (BA), Economics, International Business

International Academy West

Milford High School

Jaclyn Dabbelt Jaclyn Dabbelt New Bremen, Ohio Details
Jaclyn Dabbelt's Western Reserve Partners LLC Experience 2013 - Present
Job Marketing Intern at Western Reserve Partners
Industry Marketing and Advertising
Experience
Western Reserve Partners LLC   2013 - Present
Cleveland State Volleyball   April 2010 - Present
Cleveland State University Volleyball Player   August 2009 - Present
Cleveland Volleyball Company   November 2012 - April 2013
New Bremen High School   May 2010 - August 2011

Skills
Communication Skills, Microsoft Office, Teamwork, Organizational..., Training, Strategic Planning, Management, Customer Satisfaction, Advertising, Social Media Marketing, Marketing Strategy, Market Research, Recruiting, Social Media, Analytical Skills, Change Management, Facebook

Education
Cleveland State University   2009 — 2013
Bachelor of Business Administration, Marketing

Cleveland State University   2009 — 2013
Bachelor's degree, Marketing