White Oak Global Advisors

Industry: Company

Description

Founded: 2007 Subsidiary: White Oak Commercial Finance, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportWhite Oak Global Advisors, LLCWebsiteDirections Saved (0) Saved Save Corporate office Address: 900 3rd Ave, New York, NY 10022 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (202) 456-1111: : Hours: Place name: : : Category: : Website: : Website: http://whiteoaksf.com/ Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of White Oak Global Advisors, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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White Oak Global Advisors Employees

Employee
Years
Job
Industry
Christopher Gouskos Christopher Gouskos Atlanta, Georgia Details
Christopher Gouskos's White Oak Global Advisors Experience September 2015 - Present
Job Corporate and Commercial Finance Executive
Industry Financial Services
Experience
White Oak Global Advisors   September 2015 - Present
Salus Capital Partners  January 2014 - May 2015
First Capital  April 2012 - January 2014
Gateway, LLC   January 2012 - March 2012
Focus Management Group USA, Inc.   October 2008 - December 2011
Gateway, LLC.   January 2008 - September 2008
Countrywide Financial  December 2005 - December 2007
GE Money  April 2004 - December 2005
Textron Financial  October 2000 - April 2004
Conseco Finance  November 1996 - August 2000

Skills
Due Diligence, Strategy, Restructuring, Banking, Budgets, Business Development, Asset Based Lending, Loans, Credit, Mergers, Strategic Planning, Finance, Executive Management, Leadership, Mergers & Acquisitions, Start-ups, Business Strategy, Sales Management, Asset Management, Financial Modeling, Management Consulting, Corporate Finance, Commercial Lending, Private Equity, Credit Analysis, Turn Around Management, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Funding, Middle Market, Financial Structuring, P&L Management, Strategic Planning, Margin Improvement /..., Sales and Operational..., High-Level Client..., Team Building, Staff..., Forecasting, Strategic Financial..., P&L Management, Management, Cash Management, Start-ups / Mergers /..., Budgeting and..., Geographic Market..., Structured Finance, Entrepreneurship, Valuation

Education
Iowa State University   1980 — 1985
bba, accounting

Paul Ahrens Paul Ahrens Greater New York City Area Details
Paul Ahrens's White Oak Global Advisors Experience December 2011 - Present
Job Managing Director at White Oak Global Advisors
Industry Venture Capital & Private Equity
Experience
White Oak Global Advisors   December 2011 - Present

Skills
Digital Strategy, Strategy, Integrated Marketing, Marketing, Financial Services, Credit, Digital Marketing, Account Management, Analytics, Portfolio Management, Creative Direction, Brand Development, Market Research, Entrepreneurship, Online Advertising, Marketing Management, Investments, Mergers & Acquisitions, Product Management, Private Equity, Mobile Marketing, Direct Marketing, Marketing Communications, Marketing Strategy, Digital Media, Advertising, CRM, Brand Management, Hedge Funds, Banking

Education
Gettysburg College   1983 — 1987
BA

Allan Marzen Allan Marzen Greater New York City Area Details
Allan Marzen's White Oak Global Advisors Experience April 2014 - Present
Job Managing Director Loan Originations at White Oak Global Advisors
Industry Financial Services
Experience
White Oak Global Advisors   April 2014 - Present
Wells Fargo Capital Finance  June 2012 - March 2014
AloStar Business Credit   September 2011 - June 2012
First Niagara Commercial Finance  April 2010 - October 2011
Golub Capital  2007 - 2009
CapitalSource  June 2003 - March 2007
CIT  2001 - 2003
Fleet Capital  1995 - 2001
Deloitte & Touche  1991 - 1995

Education
George Mason University   1987 — 1991
Bachelor of Science, Finance and Accounting

Bel Air High

Fordham University School of Law

Jeff Lisle, CFA Jeff Lisle, CFA San Francisco, California Details
Jeff Lisle, CFA's White Oak Global Advisors Experience September 2011 - October 2012
Job Founder and CEO
Industry Financial Services
Experience
Fortifinancial, Ltd.   December 2012 - Present
White Oak Global Advisors   September 2011 - October 2012
Chilling by the pool   August 2011 - September 2011
Albourne   December 2005 - July 2011
Manulife Financial  2004 - 2005
Canada Life  2002 - 2004
State Street  1996 - 2002

Skills
Hedge Funds, Due Diligence, Accounting, Pensions, Alternative Investments, Chief Operating Officer, Insurance, Private Equity, Operations Management, Operational Due..., Compliance

Education
McMaster University   1990 — 1996
Bachelor, Economics

Ken Masters Ken Masters San Francisco Bay Area Details
Ken Masters's White Oak Global Advisors Experience February 2007 - September 2011
Job Owner, Lateral Investment Management
Industry Financial Services
Experience
Lateral Investment Management   January 2012 - Present
White Oak Global Advisors   February 2007 - September 2011
KKR Asset Management   November 2004 - June 2006
Franklin Templeton  August 2000 - October 2004

Skills
Private Equity, Hedge Funds, Financial Modeling, Investments, Valuation, Investment Banking, Alternative Investments, Venture Capital, Equities, Due Diligence, Mergers, Emerging Markets, Corporate Finance, Asset Managment, Financial Analysis, Equity Research, Capital Markets, Fund Of Funds, Portfolio Management, Investor Relations, Mergers & Acquisitions, Fixed Income, Asset Management, Restructuring, Leveraged Finance, Mutual Funds

Education
Harvard Business School   1998 — 2000
Master of Business Administration (MBA)

Cornell University   1995 — 1998
BS, Finance

San Diego Community College   1993 — 1995
AA, Liberal Arts

Jonathan Moll, CFA Jonathan Moll, CFA San Francisco Bay Area Details
Jonathan Moll, CFA's White Oak Global Advisors Experience February 2014 - Present
Job Managing Director Marketing at White Oak Global Advisors
Industry Investment Management
Experience
White Oak Global Advisors   February 2014 - Present
Vector Capital  January 2012 - February 2014
KKR  June 2010 - December 2011
Morgan Creek Capital Management  June 2008 - June 2010
MBIA Corporation   December 2005 - June 2008
PIMCO  October 1998 - December 2005
Hewitt Investment Group  January 1996 - October 1998
Exxon  August 1994 - August 1996

Skills
Hedge Funds, Private Equity, Alternative Investments, Investments, Asset Management, Equities, Emerging Markets, Valuation, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Capital Markets, Asset Allocation, Investment Strategies

Education
Carnegie Mellon University - Tepper School of Business   1991 — 1993
MBA - with Distinction, Investment Finance

Gettysburg College   1984 — 1988
BA - Phi Beta Kappa, summa cum laude, Presidential Scholar, Chemistry/Biology

North Allegheny HS   1980 — 1984

Stuart Barden Stuart Barden San Francisco, California Details
Stuart Barden's White Oak Global Advisors Experience April 2014 - Present
Job Structured Investing Professional
Industry Investment Management
Experience
White Oak Global Advisors   April 2014 - Present
CommeraCapital   October 2013 - March 2014
Roopstigo   March 2013 - July 2013
ICG Group   November 2009 - February 2013
Milbank Roy & Co (nka Group Argent)   August 2008 - October 2009

Skills
Growth Capital, Private Equity, Venture Capital, Investment Banking, Valuation, Financial Modeling, Financial Analysis, Business Valuation, Mergers, Acquisitions, SaaS, Corporate Development, Internet Technologies, Business Strategy, Market Research, Mergers & Acquisitions, M&A experience, Portfolio Management, Investments

Education
New York Law School   2006 — 2009
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

Indiana University - Kelley School of Business   2002 — 2006
B.S., Finance

Indiana University Bloomington   2002 — 2006
BS, Finance

Elena Iacovelli Elena Iacovelli San Francisco Bay Area Details
Elena Iacovelli's White Oak Global Advisors Experience June 2015 - Present
Job Office Manager
Industry Financial Services
Experience
White Oak Global Advisors   June 2015 - Present
Grade Potential In-Home Tutoring  October 2012 - Present
TeleSoft Partners  June 2006 - September 2009
Waterworks  June 2004 - June 2006

Skills
Public Speaking, Research, Social Media, PowerPoint, Outlook, Process Scheduler, Event Planning, Microsoft Word, Microsoft Office, Social Networking, Leadership, Data Entry, Microsoft Excel, Customer Service, Recruiting, Academic Tutoring, Program Coordination, Education, Management, Educational Consulting

Education
California Polytechnic State University-San Luis Obispo   2012 — 2015
Bachelor's degree, Clinical Nutrition/Nutritionist

Nick Losey Nick Losey Austin, Texas Details
Nick Losey's White Oak Global Advisors Experience 2011 - 2015
Job Portfolio Manager at Whitebox Advisors
Industry Financial Services
Experience
Whitebox Advisors LLC  August 2015 - Present
White Oak Global Advisors   2011 - 2015
Armatura Capital Management   2009 - 2011
Highland Capital Management  2005 - 2009
Salomon Smith Barney  2001 - 2003
Bear Stearns  2001 - 2001

Education
Southern Methodist University - Cox School of Business   2003 — 2005
Master of Business Administration

University of Oklahoma   1997 — 2001
Bachelor of Business Administration

Ben Perlman Ben Perlman San Francisco, California Details
Ben Perlman's White Oak Global Advisors Experience January 2014 - Present
Job Senior Analyst at White Oak Global Advisors
Industry Investment Management
Experience
White Oak Global Advisors   January 2014 - Present
Ernst & Young  September 2012 - January 2014
Cal Poly Athletic Department  January 2012 - June 2012
Cal Poly FMA   March 2011 - March 2012
ABR Investment Strategy, LLC   June 2011 - September 2011
Vellum Financial   March 2011 - June 2011
American Ratings Corporation, Diamond Certified  June 2010 - August 2010

Skills
Financial Analysis, Equity Research, Corporate Finance, Financial Modeling, Microsoft Excel, Economic Research, Industry Research, Business Valuation, Equity Valuation, Valuation Modeling, Intellectual Property..., Economics, Portfolio Management, Entrepreneurship, DCF, Finance, PowerPoint, Valuation

Education
California Polytechnic State University-San Luis Obispo   2008 — 2012
Bachelor of Science (BS), Finance, Accounting, Economcs, Statistics

Petaluma High School   2005 — 2008

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