Xnergy LLC
Industry: Capital market company
DescriptionFounded: 1943 Subsidiary: Xnergy Financial LLC
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Xnergy LLC Employees
Employee
Years
Job
Industry
Alam Fatani Alam Fatani's Xnergy LLC Experience June 2013 - August 2013
Job Technology Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Xnergy LLC June 2013 - August 2013
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
El Camino College 2011 — 2013
Associate of Arts (A.A.)
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Xnergy LLC June 2013 - August 2013
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Economics
El Camino College 2011 — 2013
Associate of Arts (A.A.)
Yulia Yurenko's Xnergy LLC Experience 2012 - 2012
Job Student at California State University, Northridge
Industry Accounting
Experience
KPMG US June 2015 - September 2015
NCWC Dealer Services Inc. December 2014 - June 2015
Volunteer Income Tax Assistance Program (VITA) January 2015 - March 2015
NCWC Dealer Services Inc January 2013 - November 2014
Volunteer Income Tax Assistance Program, VITA February 2014 - April 2014
Xnergy LLC 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, QuickBooks, Research, Tax Preparation, Peachtree, Human Resources, Payroll, Access, Accounts Payable, Public Speaking, Time Management, Leadership, Bookkeeping, Account Reconciliation, Outlook, Accounts Receivable, Tax
Education
California State University-Northridge 2013 — 2015
Accounting
Los Angeles City College 2010 — 2013
Associate of Arts (AA), Social and Behavioral Sciences
Los Angeles Pierce College 2012 — 2012
KPMG US June 2015 - September 2015
NCWC Dealer Services Inc. December 2014 - June 2015
Volunteer Income Tax Assistance Program (VITA) January 2015 - March 2015
NCWC Dealer Services Inc January 2013 - November 2014
Volunteer Income Tax Assistance Program, VITA February 2014 - April 2014
Xnergy LLC 2012 - 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, QuickBooks, Research, Tax Preparation, Peachtree, Human Resources, Payroll, Access, Accounts Payable, Public Speaking, Time Management, Leadership, Bookkeeping, Account Reconciliation, Outlook, Accounts Receivable, Tax
Education
California State University-Northridge 2013 — 2015
Accounting
Los Angeles City College 2010 — 2013
Associate of Arts (AA), Social and Behavioral Sciences
Los Angeles Pierce College 2012 — 2012
Adam Peter Adam Peter's Xnergy LLC Experience September 2006 - April 2007
Job Sr. Manager of Finance, Strategy and Analytics at TMobile
Industry Telecommunications
Experience
T-Mobile September 2013 - Present
Cricket Communications February 2011 - September 2013
Sanmina-SCI December 2009 - February 2011
Dever Capital Management (Private Equity) February 2009 - December 2010
Yorkville Advisors, LLC July 2007 - October 2008
Xnergy LLC September 2006 - April 2007
US Securities and Exchange Commission January 2005 - May 2005
FINRA April 2004 - December 2004
Greeley Country Club 1996 - 2003
U.S. Senator Wayne Allard 2002 - 2002
Skills
Financial Modeling, Financial Analysis, Strategy, Corporate Finance, Investment Banking, Telecommunications, Private Equity, Wireless, Financial Forecasting, Strategy Development, Mergers & Acquisitions, Sales Operations, Start-ups, Treasury Management, Financial Markets, Investments, Finance
Education
Pepperdine University School of Law 2003 — 2007
JD, Corporate Law (JD, MBA program)
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2007
MBA, Finance (JD, MBA program)
University of Northern Colorado 1998 — 2003
BS and BA, Business Finance and Political Science
Greeley Central High School 1995 — 1998
Diploma
Pepperdine University
Waverly Elementary School
T-Mobile September 2013 - Present
Cricket Communications February 2011 - September 2013
Sanmina-SCI December 2009 - February 2011
Dever Capital Management (Private Equity) February 2009 - December 2010
Yorkville Advisors, LLC July 2007 - October 2008
Xnergy LLC September 2006 - April 2007
US Securities and Exchange Commission January 2005 - May 2005
FINRA April 2004 - December 2004
Greeley Country Club 1996 - 2003
U.S. Senator Wayne Allard 2002 - 2002
Skills
Financial Modeling, Financial Analysis, Strategy, Corporate Finance, Investment Banking, Telecommunications, Private Equity, Wireless, Financial Forecasting, Strategy Development, Mergers & Acquisitions, Sales Operations, Start-ups, Treasury Management, Financial Markets, Investments, Finance
Education
Pepperdine University School of Law 2003 — 2007
JD, Corporate Law (JD, MBA program)
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2007
MBA, Finance (JD, MBA program)
University of Northern Colorado 1998 — 2003
BS and BA, Business Finance and Political Science
Greeley Central High School 1995 — 1998
Diploma
Pepperdine University
Waverly Elementary School
Travis Kilgore's Xnergy LLC Experience December 2014 - Present
Job Senior Associate at Ethos Capital Solutions
Industry Investment Banking
Experience
Ethos Capital Solutions August 2015 - Present
Xnergy LLC December 2014 - Present
Xnergy Financial LLC January 2013 - Present
Merrill Lynch June 2012 - September 2012
Ohio University June 2011 - June 2012
Ohio University August 2009 - June 2011
Shane English Beijing August 2007 - May 2009
Skills
Mandarin, Econometrics, Geography, Financial Analysis, Eviews, SAS, Microsoft Office, Finance, Teaching, Financial Modeling, International Economics, Demographic Analysis, Financial Reporting, ArcGIS, Public Speaking, Economics, Chinese, Research, Equity Research, Equity Valuation, Derivatives, Portfolio Management, Investments, Statistics, SPSS, Quantitative Analytics, Macroeconomics, Due Diligence, Investment Banking, Bloomberg, International Relations, GIS
Education
Ohio University 2011 — 2012
Master of Arts (M.A.), Financial Economics
Ohio University 2009 — 2012
Master of Arts (M.A.), Geography
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Arts (B.A.), Geography
Ethos Capital Solutions August 2015 - Present
Xnergy LLC December 2014 - Present
Xnergy Financial LLC January 2013 - Present
Merrill Lynch June 2012 - September 2012
Ohio University June 2011 - June 2012
Ohio University August 2009 - June 2011
Shane English Beijing August 2007 - May 2009
Skills
Mandarin, Econometrics, Geography, Financial Analysis, Eviews, SAS, Microsoft Office, Finance, Teaching, Financial Modeling, International Economics, Demographic Analysis, Financial Reporting, ArcGIS, Public Speaking, Economics, Chinese, Research, Equity Research, Equity Valuation, Derivatives, Portfolio Management, Investments, Statistics, SPSS, Quantitative Analytics, Macroeconomics, Due Diligence, Investment Banking, Bloomberg, International Relations, GIS
Education
Ohio University 2011 — 2012
Master of Arts (M.A.), Financial Economics
Ohio University 2009 — 2012
Master of Arts (M.A.), Geography
University of Tennessee-Knoxville 2003 — 2007
Bachelor of Arts (B.A.), Geography
Chad Seiler Chad Seiler's Xnergy LLC Experience May 2014 - February 2015
Job Director of Corporate Development at Rebuilding America Inc.
Industry Real Estate
Experience
CloudCover August 2015 - Present
Rebuilding America Inc July 2015 - Present
CAS Capital Solutions February 2015 - Present
Self-employed Private Tutor January 2012 - July 2015
Xnergy LLC May 2014 - February 2015
Azusa Pacific University January 2011 - April 2013
Youth With A Mission January 2008 - June 2010
Skills
Corporate Development, Real Estate Transactions, Public Speaking, Research, Leadership, Microsoft Office, Microsoft Excel, Teaching, PowerPoint, Event Planning, Customer Service, Economics, Community Outreach, Spanish, Higher Education, Data Analysis, Spanish-English, Training, Financial Analysis, Social Networking, SPSS, Econometric Modeling, Social Media, Teamwork, Event Management, International Relations, Critical Thinking, Due Diligence, Investment Banking, Economic Research, Policy Analysis, Editing, Microsoft Word, Windows, Public Relations, Google Docs, English, Mergers & Acquisitions, Finance, Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Azusa Pacific University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.85 (4.0 in major)
Desert High School 2000 — 2004
High School Diploma
CloudCover August 2015 - Present
Rebuilding America Inc July 2015 - Present
CAS Capital Solutions February 2015 - Present
Self-employed Private Tutor January 2012 - July 2015
Xnergy LLC May 2014 - February 2015
Azusa Pacific University January 2011 - April 2013
Youth With A Mission January 2008 - June 2010
Skills
Corporate Development, Real Estate Transactions, Public Speaking, Research, Leadership, Microsoft Office, Microsoft Excel, Teaching, PowerPoint, Event Planning, Customer Service, Economics, Community Outreach, Spanish, Higher Education, Data Analysis, Spanish-English, Training, Financial Analysis, Social Networking, SPSS, Econometric Modeling, Social Media, Teamwork, Event Management, International Relations, Critical Thinking, Due Diligence, Investment Banking, Economic Research, Policy Analysis, Editing, Microsoft Word, Windows, Public Relations, Google Docs, English, Mergers & Acquisitions, Finance, Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Azusa Pacific University 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.85 (4.0 in major)
Desert High School 2000 — 2004
High School Diploma
William Lei William Lei's Xnergy LLC Experience October 2012 - April 2015
Job Managing Director at Shine Capital Management LLC
Industry Investment Management
Experience
Shine Capital Management LLC April 2015 - Present
Xnergy LLC October 2012 - April 2015
Wing Hang Bank June 2011 - August 2011
Tung Ngai Food Ltd June 2009 - September 2009
Skills
Equity Research, Equity Valuation, Microsoft Office, General Securities..., Equity Trading, Equity Derivatives, Equity Capital Markets, Fixed Income, Securities Regulation, Securities License, Financial Markets, Financial Risk, Portfolio Management, Investment Advisory, Mutual Funds, Japanese, Mandarin, Cantonese
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Associate's degree, Business Administration and Management, General
Shine Capital Management LLC April 2015 - Present
Xnergy LLC October 2012 - April 2015
Wing Hang Bank June 2011 - August 2011
Tung Ngai Food Ltd June 2009 - September 2009
Skills
Equity Research, Equity Valuation, Microsoft Office, General Securities..., Equity Trading, Equity Derivatives, Equity Capital Markets, Fixed Income, Securities Regulation, Securities License, Financial Markets, Financial Risk, Portfolio Management, Investment Advisory, Mutual Funds, Japanese, Mandarin, Cantonese
Education
University of North Carolina at Chapel Hill 2010 — 2012
Bachelor of Arts (B.A.), Economics
De Anza College 2008 — 2010
Associate's degree, Business Administration and Management, General
Tyler Collingbourne Tyler Collingbourne's Xnergy LLC Experience February 2013 - May 2013
Job Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - August 2013
Xnergy LLC February 2013 - May 2013
Capital Management Club, LLC January 2013 - May 2013
UBS Investment Bank October 2012 - October 2012
Northern Trust Hedge Fund Services May 2012 - August 2012
The Rockport Company May 2011 - August 2011
Raymond James Financial Services, Inc. May 2011 - August 2011
Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2010
Bachelor of Business Administration (B.B.A.), Management
Purdue University
Sharon High School
Alvarez & Marsal July 2014 - Present
Northern Trust Hedge Fund Services June 2013 - August 2013
Xnergy LLC February 2013 - May 2013
Capital Management Club, LLC January 2013 - May 2013
UBS Investment Bank October 2012 - October 2012
Northern Trust Hedge Fund Services May 2012 - August 2012
The Rockport Company May 2011 - August 2011
Raymond James Financial Services, Inc. May 2011 - August 2011
Skills
Equity Research, Bloomberg, Capital IQ, Equity Derivatives, Microsoft Excel, Markitwire, Citrix, Factset, Thomson One Analytics, Merger Market, SNL Financial, Hoovers, Bloomberg Terminal, Corporate Finance, Data Analysis, Entrepreneurship, Derivatives, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Series 7, Valuation
Education
University of Wisconsin-Madison 2011 — 2013
Bachelor of Science (B.S.), Economics
Purdue University - Krannert School of Management 2009 — 2010
Bachelor of Business Administration (B.B.A.), Management
Purdue University
Sharon High School
Alan Lewis's Xnergy LLC Experience January 2006 - February 2008
Job COO at Aeon Funds
Industry Venture Capital & Private Equity
Experience
Aeon Family of Funds December 2013 - Present
Alethia Partners, LLC June 2004 - Present
Mission View Public Charter School July 2011 - February 2013
Newhall Coffee Roasting Company March 2009 - September 2010
Xnergy LLC January 2006 - February 2008
CEO Council 2005 - 2006
Native Holdings 2000 - 2004
Army National Guard June 1995 - December 2000
DotCom Ventures 1998 - 2000
EchoLink Interactive 1995 - 1997
Skills
Non-profits, Leadership, Mergers, Entrepreneurship, Venture Capital, Strategic Partnerships, Start-ups, Business Strategy, Management Consulting, Corporate Development, Due Diligence, Private Equity, Strategic Planning, Turn Around Management, Business Development, Corporate Finance, Nonprofits, Strategy, Private Placements, Executive Management, Leadership Development, Investment Banking, Mergers & Acquisitions, Funding, IPO, Emerging Markets, Finance, Valuation, Investments, Capital, Investor Relations, Financial Modeling, Securities, Portfolio Management, Equities, Financial Structuring, Restructuring, Angel Investing, M&A experience, Management, Asset Management, Alternative Investments, Strategic Financial..., Financial Analysis, Organizational..., Divestitures, Joint Ventures, Financial Markets, Acquisitions, Leveraged Finance
Education
California State University-Northridge 2011 — 2012
Master of Public Administration (MPA), Organizational Leadership
American Public University System 2009 — 2011
BA, Political Science
FEMA Emergency Management Institute 2008 — 2009
Certificate(s), Crisis Leadership and Emergency Management
College of the Canyons 2000 — 2003
Transfer, Accounting and Behavioral Sciences
Aeon Family of Funds December 2013 - Present
Alethia Partners, LLC June 2004 - Present
Mission View Public Charter School July 2011 - February 2013
Newhall Coffee Roasting Company March 2009 - September 2010
Xnergy LLC January 2006 - February 2008
CEO Council 2005 - 2006
Native Holdings 2000 - 2004
Army National Guard June 1995 - December 2000
DotCom Ventures 1998 - 2000
EchoLink Interactive 1995 - 1997
Skills
Non-profits, Leadership, Mergers, Entrepreneurship, Venture Capital, Strategic Partnerships, Start-ups, Business Strategy, Management Consulting, Corporate Development, Due Diligence, Private Equity, Strategic Planning, Turn Around Management, Business Development, Corporate Finance, Nonprofits, Strategy, Private Placements, Executive Management, Leadership Development, Investment Banking, Mergers & Acquisitions, Funding, IPO, Emerging Markets, Finance, Valuation, Investments, Capital, Investor Relations, Financial Modeling, Securities, Portfolio Management, Equities, Financial Structuring, Restructuring, Angel Investing, M&A experience, Management, Asset Management, Alternative Investments, Strategic Financial..., Financial Analysis, Organizational..., Divestitures, Joint Ventures, Financial Markets, Acquisitions, Leveraged Finance
Education
California State University-Northridge 2011 — 2012
Master of Public Administration (MPA), Organizational Leadership
American Public University System 2009 — 2011
BA, Political Science
FEMA Emergency Management Institute 2008 — 2009
Certificate(s), Crisis Leadership and Emergency Management
College of the Canyons 2000 — 2003
Transfer, Accounting and Behavioral Sciences
Paul D. Goodson Paul D. Goodson's Xnergy LLC Experience January 2010 - Present
Job Investor relations, investment banking, president / chief operating officer, outside director, entrepreneur
Industry Financial Services
Experience
Xnergy LLC January 2010 - Present
Bridgepoint Education October 2010 - August 2015
Iridium Capital Group LLC November 2003 - October 2010
Invitrogen 2000 - 2003
Financial Relations Board November 1998 - December 2000
Engine Corporation of America April 1995 - March 1998
Center for Emissions Research, Analysis and Certification 1992 - 1994
Pacific Enterprises 1989 - 1992
Southern California Gas Company 1983 - 1989
Energy Resources Co. 1979 - 1983
Skills
Venture Capital, Biotechnology, Strategic Planning, Mergers, Investor Relations, Analytics, Corporate Communications, Executive Management, Emerging Markets, Cross-functional Team..., Mergers & Acquisitions, Product Marketing, Marketing Strategy, Start-ups, Financial Analysis, Market Research, Competitive Analysis, IPO, Entrepreneurship, Strategic Consulting, Business Strategy, Leadership, Corporate Finance, Financial Modeling, Due Diligence, Management, Corporate Development, Licensing, Lifesciences, Management Consulting, Business Development, Managerial Finance, Strategic Communications, Strategic Financial..., Financial Services, Business Planning, Product Management, Strategy, R&D, Public Relations, Forecasting, Product Development, Finance, Private Equity, Investments, Strategic Partnerships, Research, Portfolio Management, Market Analysis, Risk Management
Education
Caltech
BS, Chemical Engineering, with Honor
UCLA Anderson School of Management
MBA, Finance
University of Wisconsin-Madison
MS, Chemical Engineering
University of Southern California
Resident Honors Program, Liberal Arts
University of Wisconsin-Madison
Doctor of Philosophy (Ph.D.) -- degree not completed, Chemical Engineering
Xnergy LLC January 2010 - Present
Bridgepoint Education October 2010 - August 2015
Iridium Capital Group LLC November 2003 - October 2010
Invitrogen 2000 - 2003
Financial Relations Board November 1998 - December 2000
Engine Corporation of America April 1995 - March 1998
Center for Emissions Research, Analysis and Certification 1992 - 1994
Pacific Enterprises 1989 - 1992
Southern California Gas Company 1983 - 1989
Energy Resources Co. 1979 - 1983
Skills
Venture Capital, Biotechnology, Strategic Planning, Mergers, Investor Relations, Analytics, Corporate Communications, Executive Management, Emerging Markets, Cross-functional Team..., Mergers & Acquisitions, Product Marketing, Marketing Strategy, Start-ups, Financial Analysis, Market Research, Competitive Analysis, IPO, Entrepreneurship, Strategic Consulting, Business Strategy, Leadership, Corporate Finance, Financial Modeling, Due Diligence, Management, Corporate Development, Licensing, Lifesciences, Management Consulting, Business Development, Managerial Finance, Strategic Communications, Strategic Financial..., Financial Services, Business Planning, Product Management, Strategy, R&D, Public Relations, Forecasting, Product Development, Finance, Private Equity, Investments, Strategic Partnerships, Research, Portfolio Management, Market Analysis, Risk Management
Education
Caltech
BS, Chemical Engineering, with Honor
UCLA Anderson School of Management
MBA, Finance
University of Wisconsin-Madison
MS, Chemical Engineering
University of Southern California
Resident Honors Program, Liberal Arts
University of Wisconsin-Madison
Doctor of Philosophy (Ph.D.) -- degree not completed, Chemical Engineering
Flora Wynn (formerly Nguyen) Flora Wynn (formerly Nguyen)'s Xnergy LLC Experience January 2004 - August 2005
Job Finance Executive Specializing in Complex Business Valuations
Industry Financial Services
Experience
NOI Capital Partners February 2010 - Present
ClearWorth Financial August 2005 - Present
Xnergy Financial Corporation May 2008 - February 2009
EquityNet Research July 2004 - July 2006
Xnergy, LLC January 2004 - August 2005
Ascendant Marketing & Media January 2003 - June 2004
Progressive Beverages LLC June 2000 - November 2003
Wedbush Morgan Securities January 2000 - February 2003
Skills
Valuation, Business Valuation, Equity Valuation, Equity Research Analysis, Fairness Opinions, 123R, FAS 133, FAS123R, SEC Financial Reporting, Financial Modeling, Financial Statement..., FAS 157, Mergers, Reverse Mergers, Business Acquisition, Acquisitions, Business Acquisition..., Business Analysis, Business Strategy, Due Diligence, Fair Value, Investment Banking, Capital Formation, Capital Forecasting, Valuation Modeling, Intellectual Property..., Company Valuation, DCF Valuation, Investment Valuation, Equity Derivatives, Exotic Derivatives, Employee Stock Options, Intangible Assets, Enterprise Valuation, FAS 141, FASB, Estate Tax Planning, Gift Tax, Purchase Price..., Fair Market Value
Education
University of California, Los Angeles 1994 — 1998
B.A., English
NOI Capital Partners February 2010 - Present
ClearWorth Financial August 2005 - Present
Xnergy Financial Corporation May 2008 - February 2009
EquityNet Research July 2004 - July 2006
Xnergy, LLC January 2004 - August 2005
Ascendant Marketing & Media January 2003 - June 2004
Progressive Beverages LLC June 2000 - November 2003
Wedbush Morgan Securities January 2000 - February 2003
Skills
Valuation, Business Valuation, Equity Valuation, Equity Research Analysis, Fairness Opinions, 123R, FAS 133, FAS123R, SEC Financial Reporting, Financial Modeling, Financial Statement..., FAS 157, Mergers, Reverse Mergers, Business Acquisition, Acquisitions, Business Acquisition..., Business Analysis, Business Strategy, Due Diligence, Fair Value, Investment Banking, Capital Formation, Capital Forecasting, Valuation Modeling, Intellectual Property..., Company Valuation, DCF Valuation, Investment Valuation, Equity Derivatives, Exotic Derivatives, Employee Stock Options, Intangible Assets, Enterprise Valuation, FAS 141, FASB, Estate Tax Planning, Gift Tax, Purchase Price..., Fair Market Value
Education
University of California, Los Angeles 1994 — 1998
B.A., English
Ned Smith's Xnergy LLC Experience 2005 - 2006
Job Territory Manager Arthrex Surgical
Industry Medical Devices
Experience
Arthrex November 2011 - Present
PHC Services, Ltd June 2011 - November 2011
Veomed 2009 - 2011
Cine-Med 2008 - 2009
Xnergy LLC 2005 - 2006
Skills
CRM, Fundraising, Healthcare, Hospitals, Nonprofits, Marketing, Marketing Strategy, Business Development, Strategic Partnerships, Social Media, Political Campaigns, Mergers & Acquisitions, Social Media Marketing, Investments, Sales, Public Policy, Strategic Planning, Microsoft Office, PowerPoint, Microsoft Excel, Product Management, Program Management, Outlook
Education
Tulane University 1999 — 2004
B.A., Political Science
The Taft School 1995 — 1999
Arthrex November 2011 - Present
PHC Services, Ltd June 2011 - November 2011
Veomed 2009 - 2011
Cine-Med 2008 - 2009
Xnergy LLC 2005 - 2006
Skills
CRM, Fundraising, Healthcare, Hospitals, Nonprofits, Marketing, Marketing Strategy, Business Development, Strategic Partnerships, Social Media, Political Campaigns, Mergers & Acquisitions, Social Media Marketing, Investments, Sales, Public Policy, Strategic Planning, Microsoft Office, PowerPoint, Microsoft Excel, Product Management, Program Management, Outlook
Education
Tulane University 1999 — 2004
B.A., Political Science
The Taft School 1995 — 1999
Jonathan Dadourian's Xnergy LLC Experience 2007 - 2007
Job Associate at Grubb & Ellis
Industry Real Estate
Experience
Newmark Grubb Knight Frank March 2009 - Present
Resilient Fund March 2008 - November 2008
Xnergy LLC 2007 - 2007
Education
UC Berkeley 2003 — 2007
Architecture, Architecture, Urban Studies, Environmental Design
Newmark Grubb Knight Frank March 2009 - Present
Resilient Fund March 2008 - November 2008
Xnergy LLC 2007 - 2007
Education
UC Berkeley 2003 — 2007
Architecture, Architecture, Urban Studies, Environmental Design
James Kanellopoulos's Xnergy LLC Experience 2009 - 2010
Job Partner at Trinity Hedge Fund
Industry Investment Management
Experience
North American Equity Partners, Inc. March 2009 - Present
JK Capital Partners, LTD March 2008 - Present
Xnergy LLC 2009 - 2010
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Financial Modeling, Private Placements, Investments, Mergers, Financial Structuring, Asset Management, Corporate Finance, Corporate Development, Emerging Markets, Portfolio Management, Bloomberg, Mergers & Acquisitions, Structured Finance, Securities, Real Estate Economics, Real Estate Development, Equities, Financial Markets, Entrepreneurship, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Business Strategy, Hedge Funds, Equity Valuation, Investment Management
Education
University of Rochester - Simon Business School 2001 — 2007
MBA, Finance
North American Equity Partners, Inc. March 2009 - Present
JK Capital Partners, LTD March 2008 - Present
Xnergy LLC 2009 - 2010
Skills
Private Equity, Venture Capital, Valuation, Due Diligence, Financial Modeling, Private Placements, Investments, Mergers, Financial Structuring, Asset Management, Corporate Finance, Corporate Development, Emerging Markets, Portfolio Management, Bloomberg, Mergers & Acquisitions, Structured Finance, Securities, Real Estate Economics, Real Estate Development, Equities, Financial Markets, Entrepreneurship, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Business Strategy, Hedge Funds, Equity Valuation, Investment Management
Education
University of Rochester - Simon Business School 2001 — 2007
MBA, Finance
KaChun Lau's Xnergy LLC Experience July 2013 - Present
Job Investment Banker at Xnergy Financial
Industry Banking
Experience
Xnergy LLC July 2013 - Present
RCMG 2013 - 2014
UNC Kenan-Flagler August 2012 - August 2013
Party-Electronic Company Limited May 2011 - August 2011
Northern Virginia Community College April 2010 - June 2011
Skills
Public Speaking, Investments, Entrepreneurship, Balance Sheet, Trial Balance, Business Strategy, Microsoft Office, Microsoft Excel, Business Planning, Financial Modeling, PowerPoint
Education
UNC Chapel Hill 2010 — 2013
Bachelor of Arts (B.A.), Economics
Xnergy LLC July 2013 - Present
RCMG 2013 - 2014
UNC Kenan-Flagler August 2012 - August 2013
Party-Electronic Company Limited May 2011 - August 2011
Northern Virginia Community College April 2010 - June 2011
Skills
Public Speaking, Investments, Entrepreneurship, Balance Sheet, Trial Balance, Business Strategy, Microsoft Office, Microsoft Excel, Business Planning, Financial Modeling, PowerPoint
Education
UNC Chapel Hill 2010 — 2013
Bachelor of Arts (B.A.), Economics
John Sabater's Xnergy LLC Experience August 2013 - Present
Job Investment Banker at Xnergy LLC
Industry Investment Banking
Experience
Xnergy LLC August 2013 - Present
Xnergy Financial LLC 2013 - Present
Skills
Investment Banking, Capital Markets, Private Equity, Microsoft Excel, Financial Modeling, English, Venture Capital, Microsoft Office, Corporate Finance, Private Placements, Equity Valuation, Equity Research, Valuation, IPO, Financial Analysis, Business Development, Strategy, LBO, Funding, Sales, Investor Relations, Investments
Education
De La Salle University
Industrial Management Engineering
La Salle Green Hills
Xnergy LLC August 2013 - Present
Xnergy Financial LLC 2013 - Present
Skills
Investment Banking, Capital Markets, Private Equity, Microsoft Excel, Financial Modeling, English, Venture Capital, Microsoft Office, Corporate Finance, Private Placements, Equity Valuation, Equity Research, Valuation, IPO, Financial Analysis, Business Development, Strategy, LBO, Funding, Sales, Investor Relations, Investments
Education
De La Salle University
Industrial Management Engineering
La Salle Green Hills
John Sabater's Xnergy LLC Experience August 2013 - Present
Job Investment Banker at Xnergy LLC
Industry Venture Capital & Private Equity
Experience
Xnergy LLC August 2013 - Present
Skills
Private Equity, Corporate Finance, Investment Banking, Valuation, Venture Capital, Financial Modeling, Due Diligence, Mergers & Acquisitions, Equities, Emerging Markets, Corporate Development, Financial Analysis, Finance, Commodities
Education
De La Salle University 1976 — 1977
Industrial Management Engineering - minor in Chemical Engineering
Xnergy LLC August 2013 - Present
Skills
Private Equity, Corporate Finance, Investment Banking, Valuation, Venture Capital, Financial Modeling, Due Diligence, Mergers & Acquisitions, Equities, Emerging Markets, Corporate Development, Financial Analysis, Finance, Commodities
Education
De La Salle University 1976 — 1977
Industrial Management Engineering - minor in Chemical Engineering
Nicholas Oh's Xnergy LLC Experience March 2007 - October 2007
Job Operations Manager at Precious Accessories Inc.
Industry Wholesale
Experience
Precious Accessories Inc. November 2011 - Present
Hanmi Bank October 2009 - November 2011
Xnergy LLC March 2007 - October 2007
Education
California State University-Northridge 2006 — 2010
Bachelor's Degree, Finance, General (Minor in Economics)
Precious Accessories Inc. November 2011 - Present
Hanmi Bank October 2009 - November 2011
Xnergy LLC March 2007 - October 2007
Education
California State University-Northridge 2006 — 2010
Bachelor's Degree, Finance, General (Minor in Economics)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial