White Oak Partners LLC
Industry: Company
DescriptionFounded: 2004 Subsidiary: White Oak Partners Investment Advisor, Llc
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White Oak Partners LLC Employees
Employee
Years
Job
Industry
Alexander Rownd Alexander Rownd's White Oak Partners LLC Experience October 2011 - May 2012
Job Assistant Vice President REIT Banking Group at SunTrust Bank
Industry Investment Banking
Experience
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
SunTrust Bank March 2014 - Present
SunTrust Robinson Humphrey July 2013 - March 2014
Raymond James Financial Inc. May 2012 - August 2012
White Oak Partners LLC October 2011 - May 2012
KBW June 2010 - August 2010
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance Area of Emphasis
North Mecklenburg High School 2005 — 2009
Peter McArthur Peter McArthur's White Oak Partners LLC Experience August 2012 - May 2013
Job Analyst at Regions Securities LLC
Industry Investment Banking
Experience
Regions Financial Corporation July 2013 - Present
White Oak Partners LLC August 2012 - May 2013
Ewing Bemiss & Co. June 2012 - August 2012
GVA Lat Purser & Associates, Inc. May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, PowerPoint, Financial Modeling, Leadership, Analysis, Spanish, Data Analysis, Economics, Fixed Income, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Regions Financial Corporation July 2013 - Present
White Oak Partners LLC August 2012 - May 2013
Ewing Bemiss & Co. June 2012 - August 2012
GVA Lat Purser & Associates, Inc. May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Microsoft Office, PowerPoint, Financial Modeling, Leadership, Analysis, Spanish, Data Analysis, Economics, Fixed Income, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Devin Reasons Devin Reasons's White Oak Partners LLC Experience January 2015 - April 2015
Job Economic and Valuation Services Associate at KPMG
Industry Financial Services
Experience
KPMG July 2015 - Present
White Oak Partners, LLC January 2015 - April 2015
Dixon Hughes Goodman LLP June 2014 - August 2014
Skills
Financial Analysis, Valuation, Corporate Finance, Strategy, Research, Economics, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
B.S., Business Administration: Corporate Finance
KPMG July 2015 - Present
White Oak Partners, LLC January 2015 - April 2015
Dixon Hughes Goodman LLP June 2014 - August 2014
Skills
Financial Analysis, Valuation, Corporate Finance, Strategy, Research, Economics, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
B.S., Business Administration: Corporate Finance
Chad Brinton Chad Brinton's White Oak Partners LLC Experience September 2009 - January 2010
Job MBA Candidate at Haas School of Business
Industry Management Consulting
Experience
Choozy November 2014 - Present
Deloitte Consulting LLP July 2010 - Present
Apple May 2014 - August 2014
World Bicycle Relief April 2013 - August 2013
White Oak Partners LLC September 2009 - January 2010
Skills
Strategy, Management Consulting, Mergers & Acquisitions, Financial Modeling, Acquisition Integration, Strategic Planning, Entrepreneurship, Private Equity, Start-ups, Management, Mergers, Supply Chain, Business Process..., Business Transformation, HTML, CSS
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Major in Business and Minor in Mathematical and Decision Sciences
Choozy November 2014 - Present
Deloitte Consulting LLP July 2010 - Present
Apple May 2014 - August 2014
World Bicycle Relief April 2013 - August 2013
White Oak Partners LLC September 2009 - January 2010
Skills
Strategy, Management Consulting, Mergers & Acquisitions, Financial Modeling, Acquisition Integration, Strategic Planning, Entrepreneurship, Private Equity, Start-ups, Management, Mergers, Supply Chain, Business Process..., Business Transformation, HTML, CSS
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
BSBA, Major in Business and Minor in Mathematical and Decision Sciences
Felipe Villahoz Felipe Villahoz's White Oak Partners LLC Experience August 2012 - May 2014
Job Associate at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan November 2014 - Present
Bloomberg LP August 2013 - May 2014
White Oak Partners, LLC August 2012 - May 2014
College Matt, LLC April 2011 - August 2012
Skills
Research, Microsoft Office, Teamwork, Social Media, Public Speaking, Microsoft Excel, Sales, Leadership, Marketing, Spanish, Market Research, Customer Service, Financial Modeling
Education
Bloomberg Institute, BAT Campus Ambassadors 2013 — 2014
Campus Ambassador Program
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Romance Languages: Hispanic Linguistics
University of Virginia 2012 — 2012
Hispanic and Latin American Languages, Literatures, and Linguistics
The Westminster Schools 2006 — 2010
J.P. Morgan November 2014 - Present
Bloomberg LP August 2013 - May 2014
White Oak Partners, LLC August 2012 - May 2014
College Matt, LLC April 2011 - August 2012
Skills
Research, Microsoft Office, Teamwork, Social Media, Public Speaking, Microsoft Excel, Sales, Leadership, Marketing, Spanish, Market Research, Customer Service, Financial Modeling
Education
Bloomberg Institute, BAT Campus Ambassadors 2013 — 2014
Campus Ambassador Program
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Romance Languages: Hispanic Linguistics
University of Virginia 2012 — 2012
Hispanic and Latin American Languages, Literatures, and Linguistics
The Westminster Schools 2006 — 2010
Jessica Merdes's White Oak Partners LLC Experience June 2013 - Present
Job Board of Directors and Project Leader at Notre Dame Consulting Consortium
Industry Financial Services
Experience
Notre Dame Consulting Consortium January 2015 - Present
Farley Hall Council September 2013 - Present
White Oak Partners, LLC June 2013 - Present
Fidelity Investments February 2015 - May 2015
Phone Development Center January 2015 - May 2015
Susan Alberts Research Lab June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Accounting and Economics with a concentration in Spanish, Sophomore
Pontificia Universidad Católica de Chile 2015 — 2015
Study Abroad Program
Leesville Road High School 2009 — 2013
GED, High School/Secondary Diplomas and Certificates
Notre Dame Consulting Consortium January 2015 - Present
Farley Hall Council September 2013 - Present
White Oak Partners, LLC June 2013 - Present
Fidelity Investments February 2015 - May 2015
Phone Development Center January 2015 - May 2015
Susan Alberts Research Lab June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Accounting and Economics with a concentration in Spanish, Sophomore
Pontificia Universidad Católica de Chile 2015 — 2015
Study Abroad Program
Leesville Road High School 2009 — 2013
GED, High School/Secondary Diplomas and Certificates
Benjamin Owens Benjamin Owens's White Oak Partners LLC Experience June 2008 - August 2009
Job Associate at Maynard, Cooper & Gale, P.C.
Industry Law Practice
Experience
Maynard, Cooper & Gale, P.C. September 2012 - Present
White Oak Partners, LLC June 2008 - August 2009
Skills
PowerPoint, Legal Writing, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Corporate Finance
Education
University of Alabama 2009 — 2012
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Maynard, Cooper & Gale, P.C. September 2012 - Present
White Oak Partners, LLC June 2008 - August 2009
Skills
PowerPoint, Legal Writing, Microsoft Excel, Legal Research, Public Speaking, Microsoft Word, Corporate Finance
Education
University of Alabama 2009 — 2012
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Kyle C. Fitzgerald Kyle C. Fitzgerald's White Oak Partners LLC Experience August 2010 - April 2011
Job Associate at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital August 2014 - Present
Wells Fargo Securities June 2012 - June 2014
The Kenan-Flagler Private Equity Fund December 2010 - May 2012
Wells Fargo Securities June 2011 - July 2011
White Oak Partners, LLC August 2010 - April 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
H.I.G. Capital August 2014 - Present
Wells Fargo Securities June 2012 - June 2014
The Kenan-Flagler Private Equity Fund December 2010 - May 2012
Wells Fargo Securities June 2011 - July 2011
White Oak Partners, LLC August 2010 - April 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science, Business Administration
Bruce McNair's White Oak Partners LLC Experience August 2012 - March 2013
Job Analytical Development Associate at Novavax
Industry Biotechnology
Experience
Novavax May 2013 - Present
University of North Carolina at Chapel Hill August 2009 - December 2013
White Oak Partners LLC August 2012 - March 2013
Grubb & Ellis June 2011 - August 2011
National Institutes of Health June 2010 - August 2010
Skills
Chemistry, Analytical Chemistry, Mathematics, Applied Mathematics, Biochemistry, Microsoft Excel, Analysis, Organic Chemistry, Data Analysis, Laboratory, Statistics, Inorganic Chemistry, Research, Physics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Chemistry
The Landon School 1999 — 2009
Novavax May 2013 - Present
University of North Carolina at Chapel Hill August 2009 - December 2013
White Oak Partners LLC August 2012 - March 2013
Grubb & Ellis June 2011 - August 2011
National Institutes of Health June 2010 - August 2010
Skills
Chemistry, Analytical Chemistry, Mathematics, Applied Mathematics, Biochemistry, Microsoft Excel, Analysis, Organic Chemistry, Data Analysis, Laboratory, Statistics, Inorganic Chemistry, Research, Physics, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Chemistry
The Landon School 1999 — 2009
Nathan Bradley Nathan Bradley's White Oak Partners LLC Experience August 2010 - May 2012
Job Implementation Consultant at Verian Technologies
Industry Computer Software
Experience
Verian Technologies July 2012 - Present
White Oak Partners LLC August 2010 - May 2012
Skills
SQL, Financial Analysis, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Business Process, Business Analysis, Data Analysis, CRM, Management, Business Intelligence, Leadership, SharePoint, Visio, Requirements Analysis, Requirements Gathering, SaaS, Consulting, Functional Design, Functional Requirements, Software Implementation, System Specification, Training
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Verian Technologies July 2012 - Present
White Oak Partners LLC August 2010 - May 2012
Skills
SQL, Financial Analysis, Microsoft Excel, Microsoft SQL Server, Microsoft Office, Business Process, Business Analysis, Data Analysis, CRM, Management, Business Intelligence, Leadership, SharePoint, Visio, Requirements Analysis, Requirements Gathering, SaaS, Consulting, Functional Design, Functional Requirements, Software Implementation, System Specification, Training
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Steven Laco, CPA's White Oak Partners LLC Experience May 2008 - May 2009
Job Manager, Risk Assurance Services at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC July 2010 - June 2012
White Oak Partners, LLC May 2008 - May 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, Accounting, Financial Reporting, GAAP, Assurance, External Audit, Internal Audit, Business Process..., Big 4, Financial Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
BS, Business Administration
PwC July 2015 - Present
PwC July 2012 - June 2015
PwC July 2010 - June 2012
White Oak Partners, LLC May 2008 - May 2009
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, Accounting, Financial Reporting, GAAP, Assurance, External Audit, Internal Audit, Business Process..., Big 4, Financial Accounting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Masters, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
BS, Business Administration
Timothy Waters's White Oak Partners LLC Experience November 2011 - May 2012
Job Strategy & Operations Analyst at Deloitte Consulting
Industry Defense & Space
Experience
Deloitte Consulting 2014 - Present
Raytheon Intelligence, Information and Services (IIS) June 2013 - August 2013
Raytheon Technical Services Company July 2012 - August 2012
White Oak Partners, LLC November 2011 - May 2012
Sensory Analytics, LLC May 2011 - July 2011
Education
University of North Carolina at Chapel Hill
Economics
Walter Hines Page High
Deloitte Consulting 2014 - Present
Raytheon Intelligence, Information and Services (IIS) June 2013 - August 2013
Raytheon Technical Services Company July 2012 - August 2012
White Oak Partners, LLC November 2011 - May 2012
Sensory Analytics, LLC May 2011 - July 2011
Education
University of North Carolina at Chapel Hill
Economics
Walter Hines Page High
Lee Ramsey Lee Ramsey's White Oak Partners LLC Experience May 2012 - April 2014
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
White Oak Partners, LLC May 2012 - April 2014
Automotive Resources International June 2013 - August 2013
Blackhawk Hardware May 2007 - August 2011
Skills
Microsoft Word, PowerPoint, Marketing, Stata, Sales, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Supply Chain Operations, Market Research, Facebook, Research
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Economics Major, History Minor
Myers Park High School 2006 — 2010
Deloitte September 2015 - Present
White Oak Partners, LLC May 2012 - April 2014
Automotive Resources International June 2013 - August 2013
Blackhawk Hardware May 2007 - August 2011
Skills
Microsoft Word, PowerPoint, Marketing, Stata, Sales, Social Media, Microsoft Excel, Customer Service, Microsoft Office, Supply Chain Operations, Market Research, Facebook, Research
Education
University of North Carolina at Chapel Hill 2014 — 2015
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor's Degree, Economics Major, History Minor
Myers Park High School 2006 — 2010
Davis Willingham's White Oak Partners LLC Experience August 2009 - May 2011
Job Associate at Pamlico Capital
Industry Investment Banking
Experience
Pamlico Capital August 2013 - Present
BlackArch Partners June 2011 - July 2013
White Oak Partners, LLC August 2009 - May 2011
Hatteras Networks (nka Overture Networks) May 2008 - February 2009
Skills
Valuation, Financial Modeling, Market Research, Research, Microsoft Excel, PowerPoint, Economics, Salesforce.com, Marketing, Investment Banking, Strategy
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, Economics and Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2009 — 2009
International Economic Development
Universidad del Salvador 2009 — 2009
Economic Theory
Pamlico Capital August 2013 - Present
BlackArch Partners June 2011 - July 2013
White Oak Partners, LLC August 2009 - May 2011
Hatteras Networks (nka Overture Networks) May 2008 - February 2009
Skills
Valuation, Financial Modeling, Market Research, Research, Microsoft Excel, PowerPoint, Economics, Salesforce.com, Marketing, Investment Banking, Strategy
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, Economics and Spanish
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2009 — 2009
International Economic Development
Universidad del Salvador 2009 — 2009
Economic Theory
PJ Nee PJ Nee's White Oak Partners LLC Experience March 2013 - May 2015
Job Enterprise Resource Planning Applications Specialist
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
White Oak Partners, LLC March 2013 - May 2015
Zolio Inc February 2013 - June 2013
BI-LO, LLC May 2009 - August 2011
Skills
Finance, Microsoft Office, Corporate Finance, Stata, Bloomberg, SPSS, Oracle Applications, Oracle ERP, SaaS, Sales
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics, Entrepreneurship minor
Weddington High School 2007 — 2011
Oracle July 2015 - Present
White Oak Partners, LLC March 2013 - May 2015
Zolio Inc February 2013 - June 2013
BI-LO, LLC May 2009 - August 2011
Skills
Finance, Microsoft Office, Corporate Finance, Stata, Bloomberg, SPSS, Oracle Applications, Oracle ERP, SaaS, Sales
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics, Entrepreneurship minor
Weddington High School 2007 — 2011
Cody Lynn's White Oak Partners LLC Experience March 2013 - August 2013
Job WBR Early Talent Program Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
White Oak Partners, LLC March 2013 - August 2013
Tengion, Inc. May 2012 - August 2012
Skills
Research, Microsoft Office, Data Analysis, PowerPoint, Economics, Teamwork, Microsoft Excel, Microsoft Word, Financial Modeling, Matlab
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), (double major) Mathematics and Economics
Pen Agnew Jr. Pen Agnew Jr.'s White Oak Partners LLC Experience May 2013 - August 2013
Job Investment Banking Analyst at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance June 2015 - Present
Brookwood Associates June 2014 - August 2014
MillerCoors January 2014 - May 2014
White Oak Partners, LLC May 2013 - August 2013
SAIC May 2011 - June 2011
Skills
Research, Financial Analysis, Finance, Marketing Strategy, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2014
BS, Business Administration, Graduated with Distinction
Episcopal High School 2007 — 2011
Deloitte Corporate Finance June 2015 - Present
Brookwood Associates June 2014 - August 2014
MillerCoors January 2014 - May 2014
White Oak Partners, LLC May 2013 - August 2013
SAIC May 2011 - June 2011
Skills
Research, Financial Analysis, Finance, Marketing Strategy, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2014
BS, Business Administration, Graduated with Distinction
Episcopal High School 2007 — 2011
Evan Willingham's White Oak Partners LLC Experience May 2008 - May 2009
Job Director of Strategic Partnerships at EverFi
Industry Computer Software
Experience
EverFi August 2013 - Present
Everfi July 2012 - August 2013
Everfi August 2011 - December 2012
Cvent June 2011 - August 2011
Cvent, Inc July 2009 - June 2011
White Oak Partners, LLC May 2008 - May 2009
Skills
Salesforce.com, Marketing, Management, Sales Operations, Strategy, Program Management, Strategic Partnerships, Sales, Marketing Strategy, Mergers & Acquisitions, Social Media, Account Management, Public Speaking, Integrated Marketing, Business Development, Social Media Marketing, CRM, Market Research, Competitive Analysis, Start-ups, Leadership
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics and Psychology
Broughton High School
EverFi August 2013 - Present
Everfi July 2012 - August 2013
Everfi August 2011 - December 2012
Cvent June 2011 - August 2011
Cvent, Inc July 2009 - June 2011
White Oak Partners, LLC May 2008 - May 2009
Skills
Salesforce.com, Marketing, Management, Sales Operations, Strategy, Program Management, Strategic Partnerships, Sales, Marketing Strategy, Mergers & Acquisitions, Social Media, Account Management, Public Speaking, Integrated Marketing, Business Development, Social Media Marketing, CRM, Market Research, Competitive Analysis, Start-ups, Leadership
Education
University of North Carolina at Chapel Hill 2005 — 2009
BA, Economics and Psychology
Broughton High School
Brian Renegar Brian Renegar's White Oak Partners LLC Experience August 2013 - May 2015
Job Master of Accounting Candidate at UNC KenanFlagler Business School
Industry Accounting
Experience
White Oak Partners, LLC August 2013 - May 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics; History Minor
White Oak Partners, LLC August 2013 - May 2015
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master’s Degree, Accounting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (B.A.), Economics; History Minor
Stephen Stephano Stephen Stephano's White Oak Partners LLC Experience August 2011 - August 2012
Job Analyst at Cambridge International Partners
Industry Investment Banking
Experience
Cambridge International Partners June 2014 - Present
Virgin Investments July 2013 - July 2013
Towers Watson June 2013 - June 2013
White Oak Partners, LLC August 2011 - August 2012
Education
University of North Carolina at Chapel Hill 2010 — 2014
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
The London School of Economics and Political Science (LSE)
The Chinese University of Hong Kong
Cambridge International Partners June 2014 - Present
Virgin Investments July 2013 - July 2013
Towers Watson June 2013 - June 2013
White Oak Partners, LLC August 2011 - August 2012
Education
University of North Carolina at Chapel Hill 2010 — 2014
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS, Business Administration
The London School of Economics and Political Science (LSE)
The Chinese University of Hong Kong
William (Beau) Baker's White Oak Partners LLC Experience December 2012 - December 2014
Job Sales Support Intern at Aetna
Industry Insurance
Experience
Aetna June 2015 - August 2015
White Oak Partners, LLC December 2012 - December 2014
Hollister Co. April 2012 - December 2012
Skills
Build Strong..., Microsoft Office, Team Leadership, Team Building, Great Personality, Customer Service, Teamwork, Time Management, Microsoft Excel, Leadership, Social Media, Event Planning, Social Networking, PowerPoint, Public Speaking, Sales, Communication
Education
The University of Connecticut School of Business 2011 — 2016
Bachelor's of Science, Finance, General, Overall: 3.4 / 4.0 Major: 3.7/4.0
Ellington High School 2007 — 2011
General Studies, 3.75/4
Aetna June 2015 - August 2015
White Oak Partners, LLC December 2012 - December 2014
Hollister Co. April 2012 - December 2012
Skills
Build Strong..., Microsoft Office, Team Leadership, Team Building, Great Personality, Customer Service, Teamwork, Time Management, Microsoft Excel, Leadership, Social Media, Event Planning, Social Networking, PowerPoint, Public Speaking, Sales, Communication
Education
The University of Connecticut School of Business 2011 — 2016
Bachelor's of Science, Finance, General, Overall: 3.4 / 4.0 Major: 3.7/4.0
Ellington High School 2007 — 2011
General Studies, 3.75/4
Justin Hoff's White Oak Partners LLC Experience May 2013 - April 2015
Job Project Manager Intern, Operations Improvement Department at Premier, Inc
Industry Hospital & Health Care
Experience
Premier, Inc May 2015 - August 2015
White Oak Partners, LLC May 2013 - April 2015
Skills
Microsoft Office, Management, PowerPoint, Customer Service, Teamwork, Leadership, Presentation Skills, Public Health, Communication, Public Speaking, Research, Health Policy
Education
University of North Carolina at Chapel Hill 2012 — 2016
Gillings School of Global Public Health: Health Policy and Management
Premier, Inc May 2015 - August 2015
White Oak Partners, LLC May 2013 - April 2015
Skills
Microsoft Office, Management, PowerPoint, Customer Service, Teamwork, Leadership, Presentation Skills, Public Health, Communication, Public Speaking, Research, Health Policy
Education
University of North Carolina at Chapel Hill 2012 — 2016
Gillings School of Global Public Health: Health Policy and Management
Coleman Russell's White Oak Partners LLC Experience May 2012 - April 2013
Job Energy Management Student at Tulane University A.B. Freeman School of Business
Industry Oil & Energy
Experience
Direct Energy May 2014 - June 2015
Direct Energy June 2013 - May 2014
White Oak Partners, LLC May 2012 - April 2013
Colville Capital LLC May 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Analysis, Microsoft Word, PowerPoint, Finance, Performance Management, Human Resources, Employee Engagement, Data Analysis, Energy, Forecasting, Integration, Public Speaking, Electric Power, VBA
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Master of Management in Energy
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Economics, Political Science
Providence Day School 1999 — 2009
Direct Energy May 2014 - June 2015
Direct Energy June 2013 - May 2014
White Oak Partners, LLC May 2012 - April 2013
Colville Capital LLC May 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Analysis, Microsoft Word, PowerPoint, Finance, Performance Management, Human Resources, Employee Engagement, Data Analysis, Energy, Forecasting, Integration, Public Speaking, Electric Power, VBA
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Master of Management in Energy
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Economics, Political Science
Providence Day School 1999 — 2009
Janelle Courtright's White Oak Partners LLC Experience August 2015 - Present
Job Senior Paralegal at White Oak Partners
Industry Real Estate
Experience
White Oak Partners, LLC August 2015 - Present
Glimcher Realty Trust September 2006 - July 2015
Real Estate July 1999 - September 2006
WENDY'S INTERNATIONAL, INC May 1992 - September 2006
Real Estate Development April 1994 - July 1999
Real Estate Development May 1992 - April 1994
COUNTRYMARK, INCORPORATED July 1989 - May 1992
HUNTINGTON TRUST COMPANY February 1987 - July 1989
MALOON CO July 1986 - February 1987
VORYS, SATER October 1984 - July 1986
Skills
Corporate Law, Real Estate Transactions, Mergers & Acquisitions, Legal Research, Real Estate
Education
Capital University Law School
The Ohio State University
BSBA, Finance
White Oak Partners, LLC August 2015 - Present
Glimcher Realty Trust September 2006 - July 2015
Real Estate July 1999 - September 2006
WENDY'S INTERNATIONAL, INC May 1992 - September 2006
Real Estate Development April 1994 - July 1999
Real Estate Development May 1992 - April 1994
COUNTRYMARK, INCORPORATED July 1989 - May 1992
HUNTINGTON TRUST COMPANY February 1987 - July 1989
MALOON CO July 1986 - February 1987
VORYS, SATER October 1984 - July 1986
Skills
Corporate Law, Real Estate Transactions, Mergers & Acquisitions, Legal Research, Real Estate
Education
Capital University Law School
The Ohio State University
BSBA, Finance
Russell Ginise's White Oak Partners LLC Experience February 2012 - January 2015
Job Southern Sky Partners, LLC
Industry Venture Capital & Private Equity
Experience
Southern Sky Partners, LLC February 2015 - Present
White Oak Partners, LLC February 2012 - January 2015
RBC Capital Markets June 2009 - January 2012
Red Capital Group August 2008 - June 2009
GMAC Capital Corp / Paramount Financial Group 2001 - 2006
AIG SunAmerica 1999 - 2001
Stern & Goldberg February 1990 - March 1999
Education
Pepperdine University School of Law 1986 — 1989
JD, Law
University of California, Los Angeles 1982 — 1986
BA, Political Science
Clovis West High 1977 — 1981
Southern Sky Partners, LLC February 2015 - Present
White Oak Partners, LLC February 2012 - January 2015
RBC Capital Markets June 2009 - January 2012
Red Capital Group August 2008 - June 2009
GMAC Capital Corp / Paramount Financial Group 2001 - 2006
AIG SunAmerica 1999 - 2001
Stern & Goldberg February 1990 - March 1999
Education
Pepperdine University School of Law 1986 — 1989
JD, Law
University of California, Los Angeles 1982 — 1986
BA, Political Science
Clovis West High 1977 — 1981
Sean Pierre's White Oak Partners LLC Experience January 2013 - Present
Job Analyst at White Oak Partners LLC
Industry Banking
Experience
White Oak Partners LLC January 2013 - Present
TIAA-CREF May 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2010 — 2014
White Oak Partners LLC January 2013 - Present
TIAA-CREF May 2011 - August 2011
Education
University of North Carolina at Chapel Hill 2010 — 2014
Joe Biernacki's White Oak Partners LLC Experience 2013 - 2013
Job
Industry
Experience
North Carolina General Assembly April 2013 - Present
White Oak Partners LLC 2013 - 2013
Kenan Institute Asia May 2012 - August 2012
Skills
Microsoft Office, Customer Service, English, Research, Outlook, Public Speaking, Budgets, Strategic Planning
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
North Carolina General Assembly April 2013 - Present
White Oak Partners LLC 2013 - 2013
Kenan Institute Asia May 2012 - August 2012
Skills
Microsoft Office, Customer Service, English, Research, Outlook, Public Speaking, Budgets, Strategic Planning
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Spencer Kendle's White Oak Partners LLC Experience August 2011 - December 2012
Job Student at University of North Carolina at Chapel Hill KenanFlagler Business School
Industry Accounting
Experience
White Oak Partners LLC August 2011 - December 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Social Media, Windows, Team Leadership
Education
University of North Carolina at Chapel Hill 2013 — 2014
MAC, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA
White Oak Partners LLC August 2011 - December 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Social Media, Windows, Team Leadership
Education
University of North Carolina at Chapel Hill 2013 — 2014
MAC, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA
North Winship's White Oak Partners LLC Experience November 2011 - November 2012
Job Marketing Planner at Shiplify.com
Industry Transportation/Trucking/Railroad
Experience
Shiplify May 2013 - Present
White Oak Partners, LLC November 2011 - November 2012
The Icebox May 2010 - August 2010
Skills
Social Media, Advertising, Google Adwords, PowerPoint, Microsoft Office
Education
University of North Carolina at Chapel Hill 2009 — 2013
The Lovett School 2006 — 2009
High School Diploma
Shiplify May 2013 - Present
White Oak Partners, LLC November 2011 - November 2012
The Icebox May 2010 - August 2010
Skills
Social Media, Advertising, Google Adwords, PowerPoint, Microsoft Office
Education
University of North Carolina at Chapel Hill 2009 — 2013
The Lovett School 2006 — 2009
High School Diploma
Dan Ream's White Oak Partners LLC Experience November 2012 - June 2013
Job Hedge Fund Accountant at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
Citi June 2013 - February 2015
White Oak Partners, LLC November 2012 - June 2013
Chipotle Mexican Grill March 2012 - November 2012
White Oak Partners, LLC September 2008 - May 2011
Skills
Accounting, Financial Statements, General Ledger, GAAP, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, QuickBooks, Auditing, Fixed Assets, Journal Entries, Cash Flow, Accounts Payable, Accruals, US GAAP, CPA, Cost Accounting, SEC filings, Sarbanes-Oxley Act
Education
The Ohio State University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Accounting
Citi February 2015 - Present
Citi June 2013 - February 2015
White Oak Partners, LLC November 2012 - June 2013
Chipotle Mexican Grill March 2012 - November 2012
White Oak Partners, LLC September 2008 - May 2011
Skills
Accounting, Financial Statements, General Ledger, GAAP, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Accounting, QuickBooks, Auditing, Fixed Assets, Journal Entries, Cash Flow, Accounts Payable, Accruals, US GAAP, CPA, Cost Accounting, SEC filings, Sarbanes-Oxley Act
Education
The Ohio State University 2007 — 2011
Bachelor of Science in Business Administration, Finance and Accounting
Sean Van Gurp's White Oak Partners LLC Experience August 2014 - Present
Job Research Analyst at White Oak Partners, LLC
Industry Management Consulting
Experience
White Oak Partners, LLC August 2014 - Present
Skills
Social Media, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.), Economics
White Oak Partners, LLC August 2014 - Present
Skills
Social Media, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY