White Oak Global Advisors, LLC
Industry: Company
DescriptionFounded: 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 Phone: (202) 456-1111Website: : : : : Category: Place name: : : Hours: 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
White Oak Global Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at White Oak Global Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
White Oak Global Advisors, LLC Salaries. You can even request information on how much does White Oak Global Advisors, LLC pay if you want to. Learn about salaries, pros and cons of working for White Oak Global Advisors, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
32 White Oak Global Advisors, LLC employees in database. Find out everything there's to know about White Oak Global Advisors, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
White Oak Global Advisors, LLC Employees
White Oak Global Advisors, LLC July 2010 - Present
Hercules Technology Growth Capital June 2005 - May 2010
Rainmaker Systems, Inc. January 2005 - June 2005
Skills
Microsoft Office, Financial Reporting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, QuickBooks, Accounting, Due Diligence, Microsoft Excel, Finance, Private Equity
Education
California State University-Chico
Bachelor of Arts (B.A.), Marketing
San Jose State University
Bachelor of Arts (B.A.), Accounting
White Oak Global Advisors, LLC August 2013 - Present
Navigant Capital Advisors August 2007 - August 2013
Cochran Caronia Waller (now part of Macquarie Group) March 2006 - February 2007
Dresner Partners February 2005 - March 2006
Skills
Certification in..., Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Capital Markets, Financial Analysis, Due Diligence, Equity Research, Portfolio Management, Equities, Venture Capital, Hedge Funds, Corporate Development, Restructuring, Investments, Internal Controls, Mergers & Acquisitions, Emerging Markets, IPO, Asset Management, Business Valuation, Structured Finance, Financial Structuring, Finance, Fixed Income, Direct Lending, Chartered Financial..., Chartered Alternative..., Mergers, Equity Valuation, Alternative Investments, DCF
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science with Honors, Finance and Accountancy
White Oak Global Advisors, LLC August 2011 - Present
UBS Investment Bank August 2010 - August 2011
Macquarie Group August 2009 - August 2010
Lehman Brothers May 2008 - July 2008
Skills
Due Diligence, Valuation, Alternative Investments, Private Equity, Strategy, Mergers, Corporate Finance, Investments, Restructuring, Mergers & Acquisitions, Asset Management, Investment Banking, Bloomberg, Equities, Leveraged Finance, Hedge Funds, Fixed Income, Venture Capital, Business Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance and Entrepreneurship
Woodbury High School 2001 — 2005
White Oak Global Advisors, LLC December 2014 - Present
Wells Fargo July 2013 - December 2014
Ernst & Young June 2012 - August 2012
Government Accountability Office May 2011 - August 2011
Metro Atlanta Project May 2010 - August 2010
Skills
Leadership, Financial Analysis, Finance, Managerial Finance, Internal Controls, Microsoft Excel, Banking, Accounting, Investments, Financial Modeling, Strategic Financial..., Corporate Finance, Valuation, Financial Accounting
Education
The College of William and Mary - The Mason School of Business 2012 — 2013
Master's degree, Accounting
The College of William and Mary 2008 — 2012
Bachelor of Business Administration (B.B.A.), Summa Cum Laude, Finance, with a concentration in accounting
The Lovett School
BSM Consulting® August 2015 - Present
Conte Asset Management, LLC March 2015 - Present
VII Peaks Capital June 2012 - March 2015
White Oak Global Advisors, LLC 2011 - 2012
Coldwell Banker Real Estate May 2009 - September 2010
Skills
Investment Banking, Valuation, Hedge Funds, Corporate Finance, Investments, Due Diligence, Bloomberg, DCF, Private Equity, Equity Research, Equities, Equity Valuation, Alternative Investments, Asset Management, Financial Modeling, Investment Strategies, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, DCF Valuation, Investment Valuation, Enterprise Valuation, Comparable Analysis
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Psychology and Economics
Bishop Manogue Catholic HS 2005 — 2008
White Oak Global Advisors LLC April 2014 - Present
Overland Advisors May 2013 - August 2013
CSU Stanislaus August 2012 - May 2013
J.P. Morgan India Pvt. Ltd. May 2007 - May 2009
Skills
Equities, Managerial Finance, Accounting, Financial Modeling, Capital Markets, Account Reconciliation, Investment Banking, Business Analysis, Requirements Gathering, Problem Solving, Requirements Analysis, Financial Analysis, Cash Management, Program Management, Data Analysis, Finance, Analysis, Valuation
Education
California State University-Stanislaus 2011 — 2013
Master's, MBA, A (GPA 3.55)
Bowie State University 2011 — 2011
Masters degree (transferred courses to CSU Stanislaus), Finance, 4.0
University of Mumbai 2002 — 2007
Bachelors degree (Thakur College of Science & Commerce), Accounting, A (GPA = 3.2)
White Oak Global Advisors, LLC October 2011 - Present
Wells Fargo Capital Finance August 2001 - October 2011
eFinance Corporation August 2000 - June 2001
Bay View Financial Corporation September 1996 - August 2000
US Bank June 1991 - August 1996
Skills
Restructuring, Asset Based Lending, Mergers, Portfolio Management, Fixed Income, Mergers & Acquisitions, Debt Restructuring, Middle Market, Equities, Commercial Lending, Capital, Financial Advisory, Private Equity, Finance, Credit, Credit Analysis, Commercial Banking, Corporate Finance, Loans, Financial Structuring, Alternative Investments, Leveraged Finance, Structured Finance, Investment Banking
Education
Indiana University - Kelley School of Business 1987 — 1991
Finance and Accounting, B.S.
Rijksuniversiteit Limburg, Maastricht, Netherlands
Economics of European Integration
White Oak Global Advisors, LLC July 2014 - Present
EisnerAmper LLP May 2012 - July 2014
Shea Labagh Dobberstein January 2010 - June 2012
Summit State Bank 2009 - 2010
ALTEL 2007 - 2008
Skills
Auditing, Accounting, Financial Statements, Hedge Funds, Valuation, Investments, Banking, Derivatives, Financial Services, US GAAP, GAAP, Internal Controls
Education
Sonoma State University 2005 — 2009
BS, Accounting, Financial Management
White Oak Global Advisors, LLC May 2013 - Present
Sterling Stamos September 2010 - May 2013
The Blackstone Group June 2009 - August 2009
WELLS FARGO & COMPANY September 2003 - June 2008
WELLS FARGO & COMPANY February 2001 - March 2003
Skills
Portfolio Management, Business Valuation, Asset Allocation, Fixed Income, Valuation, Hedge Funds, Equities, Capital Structure, Financial Modeling, Alternative Investments, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Emerging Markets, Corporate Finance, High Yield, Credit Analysis, Bloomberg, Leveraged Finance, Industry Analysis, Bonds, Wealth Management, Equity Research, Credit Risk, Credit, Finance, Mutual Funds, Investment Management, Investment Banking, Economics, Strategy, Capital Markets
Education
The University of Chicago - Booth School of Business 2008 — 2010
Master, Business Administration; Finance and Accounting
CALIFORNIA POLYTECHNIC STATE UNIVERSITY (CAL POLY) 1996 — 2000
Bachelor of Science, Business Administration / Finance; Literature
White Oak Global Advisors, LLC July 2014 - Present
White Oak Global Advisors, LLC August 2012 - July 2014
Moelis & Company July 2010 - June 2012
Perella Weinberg Partners June 2009 - August 2009
Catapult Advisors May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
White Oak Global Advisors, LLC January 2015 - Present
CIFC Asset Management April 2014 - January 2015
Candlewood Investment Group, LP July 2013 - April 2014
The Patriot Group, LLC October 2012 - July 2013
Square 1 Bank August 2011 - April 2012
SageCrest September 2006 - December 2010
Alco Financial June 2005 - September 2006
Fortress Investment Group February 2003 - March 2005
CIT 1997 - 2003
Skills
Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Valuation, Financial Modeling, Due Diligence, Investments, Financial Analysis, Credit, Mergers, Loans, Hedge Funds, Equities, Credit Analysis, Fixed Income, Structured Finance, Capital Markets, Financial Structuring, Venture Capital, Finance, Restructuring, Funding, Mergers & Acquisitions, Mutual Funds, Leveraged Finance, Investment Banking, LBO, Alternative Investments, Capital, Emerging Markets, Securities, Asset Management, Acquisitions, Bonds, Credit Risk, Structured Products, Debt Restructuring
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Finance
worcester academy 1987 — 1989
White Oak Global Advisors, LLC March 2015 - Present
Citco Fund Services October 2014 - March 2015
The Arrache Group, Inc. January 2013 - May 2014
Skills
Financial Reporting, Accounting, Financial Analysis, Account Reconciliation, Financial Accounting, Financial Statements, Accounts Payable, Accounts Receivable, Financial Modeling, QuickBooks, Journal Entries, Microsoft Excel, Hedge Funds, Equities
Education
Loyola Marymount University 2010 — 2014
Bachelor of Arts (BA), Finance, General
St. Ignatius College Preparatory 2006 — 2010
White Oak Global Advisors, LLC January 2013 - Present
Presidential Financial Corporation March 2012 - January 2013
TKO Finance Group LLC June 2009 - February 2012
Dune Capital January 2004 - June 2009
GE Commercial Finance January 1988 - January 2004
GE Capital 1989 - 2004
GE Financial Assurance January 1999 - January 2001
GE Capital Mexico January 1995 - January 1999
First Chicago Bank & Trust 1977 - 1987
Skills
Aviation, Aircraft, Aircraft Leasing, Healthcare, Healthcare Consulting, Durable Medical..., Dialysis, Medical Imaging, Pharmaceuticals, Hospitals, Manufacturing, Commercial Lending, Factoring, Leasing, Equipment Finance, Vendor Finance, Supply Chain Finance, Mezzanine, Private Equity, Strategic Partnerships, Joint Ventures, Mergers, Executive Management, Board Level, Team Building, Start-ups, Business Growth, Insurance, Life Settlements, Premium Financing, Mexico, Chile, Singapore, Emerging Markets, Developing Countries, New Business Development, Asset Based Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BA, Finance
White Oak Global Advisors, LLC January 2014 - Present
White Oak Global Advisors, LLC December 2011 - January 2014
White Oak Global Advisors, LLC February 2011 - December 2011
McNamee Lawrence & Co. January 2009 - January 2011
McNamee Lawrence & Co. July 2006 - January 2009
Skills
Private Equity, Capital Structure, Precedent Transactions, Valuation, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Mergers, Corporate Finance, Investments, Financial Analysis, LBO, Corporate Development, Hedge Funds, Mergers & Acquisitions, Strategy, DCF, Portfolio Management
Education
Dartmouth College 2002 — 2006
Economics, Finance
White Oak Global Advisors, LLC January 2015 - Present
BMO Financial Group September 2012 - December 2014
PNC May 2011 - September 2012
Cypress Partners LLC April 2008 - May 2011
Morningstar June 2010 - August 2010
Skills
Financial Modeling, Credit Analysis, Financial Analysis, Valuation, Corporate Finance, Investments, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Private Equity
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
White Oak Global Advisors, LLC 2011 - Present
Financial Technology Partners 2010 - 2011
Gordian Group LLC 2008 - 2009
CIBC World Markets / Piper Jaffray 2005 - 2007
Skills
Capital Structure, Mergers & Acquisitions, Equities, Credit, Bonds, Valuation, DCF, Bankruptcy, Investments, Restructuring
Education
Columbia University in the City of New York 2003 — 2005
BS, Industrial Engineering & Operations Research, Economics
Hobart and William Smith Colleges 2000 — 2003
BS, Physics, Mathematics
United States Naval Academy Preparatory School 1999 — 2000
C.W. Baker High School
White Oak Global Advisors, LLC April 2013 - Present
Skills
Financial Operations, Trade Operations, Settlement, Hedge Funds, Trading, Investment Management, Fixed Income, Equities, Portfolio Management, Investments, Fund Administration, Investor Relations, Fund Of Funds, Financial Markets, AML, Securities, Bloomberg, Options, Financial Services, KYC, Alternative Investments, ClearPar, Bank Debt, CDS, Accounting, Debt Settlement
Education
University of California, Santa Cruz 2001 — 2005
Bachelor's Degree
Revere Capital, LLC June 2014 - Present
White Oak Global Advisors, LLC January 2008 - September 2012
CIT Business Capital May 2006 - May 2007
GE Capital May 2004 - May 2006
Convergence Strategies, LLC January 2003 - March 2004
WR Hambrecht July 2000 - November 2002
Silicon Valley Bank November 1998 - May 2000
Union Bank of California November 1993 - October 1998
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Finance, Strategy, Equities, Financial Structuring, Financial Services, Investments, Risk Management, Banking
Education
Purdue University 1985 — 1990
Lapis Advisers, LP September 2014 - Present
White Oak Global Advisors, LLC March 2010 - September 2014
Medley Capital March 2007 - April 2010
httprint 2000 - 2002
Montgomery Securities March 1996 - October 1999
Goldman Sachs June 1992 - March 1996
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Corporate Development, Investment Banking, Due Diligence, Corporate Finance, Alternative Investments, Equities, Capital Markets, LBO, Mergers & Acquisitions, Investments, Private Placements, Leveraged Finance, Asset Management, M&A experience, Mezzanine, Finance
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance
Georgetown University 1985 — 1988
Bachelor of Science (BS), Political Science and Government
United States Air Force Academy 1983 — 1984
NA
White Oak Global Advisors, LLC June 2011 - Present
Armatura Capital Management, LLC June 2009 - May 2011
Highland Capital Management February 2002 - November 2008
Enron Corp. August 1997 - December 2001
Boatmen's Bank 1992 - July 1995
Skills
Hedge Funds, Portfolio Management, Capital Markets, Investments, Mergers & Acquisitions, Leveraged Finance, Equities, Corporate Development, Credit, Business Strategy, Loans, Financial Advisory, Management, Alternative Investments, Mergers, Strategy, Special Situations
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Wichita State University 1989 — 1991
BBA, Finance
White Oak Global Advisors, LLC October 2011 - Present
P. Schoenfeld Asset Management April 2008 - June 2011
Citi Group April 2005 - March 2008
Skills
Equities, Fund Administration, Fixed Income, Swaps, Derivatives, Accounting, Corporate Finance, Financial Analysis, Fund Accounting, General Ledger, GAAP, Options
Education
St. Peter's College 2000 — 2004
BS, Accounting, Finance
White Oak Global Advisors, LLC 2014 - Present
US Capital Partners 2013 - 2014
Napa Valley Wealth Management 2012 - 2013
Harvey & Company LLC April 2010 - August 2010
Skills
Financial Modeling, Investments, Equities, Investment Banking, Water Skiing, Corporate Finance, Fixed Income, Portfolio Management, Equity Research
Education
University of California, San Diego
Bachelor of Arts, Economics
CFA Institute
HedgeCount, LLC January 2012 - April 2012
White Oak Global Advisors, LLC October 2010 - July 2011
Ernst & Young October 2007 - September 2010
SGV & Co. (a member practice of Ernst & Young Global) November 2002 - September 2007
Skills
Assurance, Auditing, Asset Managment, Hedge Funds, Financial Reporting, US GAAP
Education
University of Santo Tomas 1998 — 2002
BS, Accountancy
Colchis Capital Management, LP December 2014 - Present
Halo Capital Management July 2014 - Present
White Oak Global Advisors LLC October 2012 - May 2014
Atalaya Capital Management March 2011 - August 2012
TTM Capital, LLC March 2009 - March 2011
D.B. Zwirn & Co. August 2004 - October 2008
Citigroup July 2002 - August 2004
Skills
Hedge Funds, Fixed Income, Credit, Private Equity, Special Situations, Distressed Debt, Investments, Alternative Investments, Asset Management, Valuation, Structured Finance, Asset Based Lending, Financial Analysis, Financial Structuring, Structured Products, Financial Services, High Yield, Leveraged Finance, Financial Modeling, Credit Analysis, Investment Management, Corporate Finance, Portfolio Management, Securitization, Financial Technology, Investment Banking, Asset Backed Financing
Education
University of Pennsylvania 1997 — 2002
BAS, BSE, Economics, Systems Engineering
White Oak Global Advisors, LLC 2009 - Present
Marinwood Fire Department 1997 - Present
Lucas Valley Swim Team 2005 - 2013
Pacific Growth Equities 2007 - 2008
Citigroup Cash Management 2004 - 2007
Hambrecht & Quist LLC 1996 - 2002
Dean Witter Reynolds, LLC 1991 - 1996
Skills
Bloomberg, Fixed Income, Training, Investments, Financial Modeling, Capital Markets, Mergers & Acquisitions, Asset Management, Management, Due Diligence, Private Equity, Valuation, Investment Banking, Portfolio Management, Equities, Venture Capital, Hedge Funds, Equity Research, Business Strategy, Financial Analysis, Securities, Series 7, Trading, Corporate Finance, Investment Advisory, Strategic Planning, Alternative Investments
Education
University of California, Berkeley 1983 — 1988
BA
Terra Linda High School
Novogradac & Company LLP November 2014 - Present
White Oak Global Advisors, LLC August 2014 - October 2014
Hook&Cook June 2011 - June 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2014
Morgan Stanley July 2013 - September 2013
Chinatown Community Development Center September 2007 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Customer Service, Time Management, Research, Accounting, Event Planning, English, Teamwork, Windows, Teaching, Public Speaking, Community Outreach, Finance, Financial Statement..., Private Equity, Auditing, Tax
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics, Chinese
Foothill College 2013 — 2015
Associate's Degree, Accounting
Lowell High School 2006 — 2010
High School Diploma
White Oak Global Advisors, LLC June 2014 - Present
Moss Adams LLP February 2012 - December 2012
Overtime Fitness February 2007 - February 2012
Skills
Fitness, Nutrition, Microsoft Office, Personal Training, Fitness Training, Wellness, Microsoft Excel, PowerPoint, Strength Training, Event Planning, Healthcare, Cpr Certified, Accounting, Financial Reporting, Financial Analysis, Auditing, Financial Accounting, Microsoft Word, GAAP, Internal Controls, US GAAP
Education
Golden Gate University 2010 — 2014
Master's Degree, Accounting
San Jose State University 2002 — 2007
BS, Kinesiology
University of Colorado at Boulder 2001 — 2002
Fortifinancial, Ltd. June 2014 - Present
White Oak Global Advisors, LLC 2011 - May 2014
Citco Fund Services (San Francisco), Inc. July 2007 - October 2010
Hall Capital Partners LLC May 2005 - June 2007
Education
University of San Francisco
White Oak Global Advisors, LLC July 2014 - Present
Stanford University September 2012 - Present
Merrill Lynch June 2013 - September 2013
LifeSquare May 2012 - July 2012
Skills
PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Social Media, English, Nonprofits, Data Analysis, Customer Service
Education
Stanford University 2012 — 2016
Management Science and Engineering, Engineering/Economics, Junior
Crystal Springs Uplands School 2008 — 2012