Yorkville Advisors, LLC
Description
Address: 1012 Springfield Ave, Mountainside, NJ 07092 Phone: (201) 985-8300Place name: : Category: : : : : Website: : Hours: Website: http://www.yorkvilleadvisors.com/ Category: Financial Planner 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.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 Yorkville Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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Yorkville Advisors, LLC Employees
Employee
Years
Job
Industry
Craig J. McGovern Craig J. McGovern's Yorkville Advisors, LLC Experience June 2008 - August 2008
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
MetLife April 2009 - September 2009
Yorkville Advisors LLC June 2008 - August 2008
Skills
Investments, Wealth Management, Asset Managment, Employee Benefit Plans
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
BA, Economics
Michigan State University 2004 — 2006
Kinesiology
The Hun School of Princeton 2000 — 2004
Merrill Lynch September 2009 - Present
MetLife April 2009 - September 2009
Yorkville Advisors LLC June 2008 - August 2008
Skills
Investments, Wealth Management, Asset Managment, Employee Benefit Plans
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
BA, Economics
Michigan State University 2004 — 2006
Kinesiology
The Hun School of Princeton 2000 — 2004
David Silberman, MBA, PMP, CSM, CISA David Silberman, MBA, PMP, CSM, CISA's Yorkville Advisors, LLC Experience February 2005 - October 2007
Job Project Manager Scrum Master with Expertise in IT Projects – Waterfall & Agile || Open to New Opportunities
Industry Information Technology and Services
Experience
David Silberman Consulting November 2013 - Present
New York City Department of Finance July 2012 - November 2013
ADP February 2012 - July 2012
Kaplan Inc. May 2010 - March 2012
David Silberman Consulting August 2009 - May 2010
Marks Paneth & Shron LLP February 2008 - August 2009
Yorkville Advisors, LLC February 2005 - October 2007
Starfish Imports, Inc March 2002 - December 2004
WorldCom, Inc November 2000 - September 2001
Triton Partners January 2000 - November 2000
Skills
Certified Scrum Master..., CISA, PMP, ITIL, Disaster Recovery, Vendor Management, Business Analysis, Security, Project Management, PMO, Data Center, Project Planning, Business Process..., Software Documentation, Change Management, Program Management, Business Intelligence, Communication Skills, MS Office, Operational Risk..., Document Drafting, Negotiation, Scrum, Agile & Waterfall..., Microsoft Office, MS Project, Business Strategy, Risk Management, Risk Analysis, SDLC, IT Infrastructure..., Network Infrastructure, Payment Industry, Payment Services, Electronic Payments, PCI DSS, Business Process, Management, Leadership, Information Technology, Management Consulting, Networking, Training, IT Strategy, Mentoring, Team Leadership, Lean IT, Consulting, Resource Management, Governance
Education
Long Island University 2004 — 2007
MBA, International Business
Baruch College, City University of New YorkNew 1987 — 1992
BBA, Computer Information Systems Concentration
High school for the Humanities 1983 — 1987
The American International School (AIS) Vienna, Austria 1981 — 1983
Soloman Schecter 1975 — 1981
David Silberman Consulting November 2013 - Present
New York City Department of Finance July 2012 - November 2013
ADP February 2012 - July 2012
Kaplan Inc. May 2010 - March 2012
David Silberman Consulting August 2009 - May 2010
Marks Paneth & Shron LLP February 2008 - August 2009
Yorkville Advisors, LLC February 2005 - October 2007
Starfish Imports, Inc March 2002 - December 2004
WorldCom, Inc November 2000 - September 2001
Triton Partners January 2000 - November 2000
Skills
Certified Scrum Master..., CISA, PMP, ITIL, Disaster Recovery, Vendor Management, Business Analysis, Security, Project Management, PMO, Data Center, Project Planning, Business Process..., Software Documentation, Change Management, Program Management, Business Intelligence, Communication Skills, MS Office, Operational Risk..., Document Drafting, Negotiation, Scrum, Agile & Waterfall..., Microsoft Office, MS Project, Business Strategy, Risk Management, Risk Analysis, SDLC, IT Infrastructure..., Network Infrastructure, Payment Industry, Payment Services, Electronic Payments, PCI DSS, Business Process, Management, Leadership, Information Technology, Management Consulting, Networking, Training, IT Strategy, Mentoring, Team Leadership, Lean IT, Consulting, Resource Management, Governance
Education
Long Island University 2004 — 2007
MBA, International Business
Baruch College, City University of New YorkNew 1987 — 1992
BBA, Computer Information Systems Concentration
High school for the Humanities 1983 — 1987
The American International School (AIS) Vienna, Austria 1981 — 1983
Soloman Schecter 1975 — 1981
Kristin Silvestri Kristin Silvestri's Yorkville Advisors, LLC Experience August 2006 - December 2007
Job Human Resources Administrator
Industry Human Resources
Experience
Sealed Air Corporation May 2013 - Present
UBS via Aerotek January 2013 - May 2013
Optimer Pharmaceuticals, via Express Employment Professionals July 2012 - December 2012
Staffing Alternatives December 2007 - November 2010
Yorkville Advisors, LLC August 2006 - December 2007
Lord Abbett & Co June 2003 - January 2005
Skills
Recruiting, Interviews, Onboarding, Customer Service, Microsoft Excel, Background Checks, Outlook, Research, Microsoft Office, Microsoft Word, PowerPoint, HRIS, New Hire Paperwork, Temporary Placement, I-9 Compliance, Sourcing, PeopleSoft, Employee Benefits, Human Resources, Management, Payroll, New Hire Orientations, Resume Writing, Benefits Administration, Performance Management, College Recruiting, Employee Relations
Education
Thomas Edison State College 2009 — 2011
Master's, Human Resource Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Arts (BA), Spanish Language and Literature
Stockton University 2000 — 2002
Sealed Air Corporation May 2013 - Present
UBS via Aerotek January 2013 - May 2013
Optimer Pharmaceuticals, via Express Employment Professionals July 2012 - December 2012
Staffing Alternatives December 2007 - November 2010
Yorkville Advisors, LLC August 2006 - December 2007
Lord Abbett & Co June 2003 - January 2005
Skills
Recruiting, Interviews, Onboarding, Customer Service, Microsoft Excel, Background Checks, Outlook, Research, Microsoft Office, Microsoft Word, PowerPoint, HRIS, New Hire Paperwork, Temporary Placement, I-9 Compliance, Sourcing, PeopleSoft, Employee Benefits, Human Resources, Management, Payroll, New Hire Orientations, Resume Writing, Benefits Administration, Performance Management, College Recruiting, Employee Relations
Education
Thomas Edison State College 2009 — 2011
Master's, Human Resource Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Arts (BA), Spanish Language and Literature
Stockton University 2000 — 2002
Adam Peter Adam Peter's Yorkville Advisors, LLC Experience July 2007 - October 2008
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
Devon Bostock Devon Bostock's Yorkville Advisors, LLC Experience December 2011 - January 2012
Job Assistant Vice President, Technology & Life Sciences at Comerica Bank
Industry Banking
Experience
Comerica Bank April 2015 - Present
Square 1 Bank October 2013 - April 2015
Square 1 Bank 2012 - October 2013
JPMorgan Chase June 2012 - September 2012
Yorkville Advisors, LLC December 2011 - January 2012
MD Global Partners, LLC May 2011 - July 2011
America Reads/ America January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Fundraising, Finance, Portfolio Management, Due Diligence, Venture Capital, Venture Financing, Entrepreneurship, Venture Debt, Management, PowerPoint, Microsoft Excel, Corporate Finance
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Management Studies, Masters of Management Studies: Foundation of Business
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Markets and Management
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Earth & Ocean Sciences
Comerica Bank April 2015 - Present
Square 1 Bank October 2013 - April 2015
Square 1 Bank 2012 - October 2013
JPMorgan Chase June 2012 - September 2012
Yorkville Advisors, LLC December 2011 - January 2012
MD Global Partners, LLC May 2011 - July 2011
America Reads/ America January 2011 - May 2011
Skills
Financial Modeling, Financial Analysis, Fundraising, Finance, Portfolio Management, Due Diligence, Venture Capital, Venture Financing, Entrepreneurship, Venture Debt, Management, PowerPoint, Microsoft Excel, Corporate Finance
Education
Duke University - Fuqua School of Business 2011 — 2012
Masters of Management Studies, Masters of Management Studies: Foundation of Business
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Markets and Management
Duke University 2007 — 2011
Bachelor of Arts (B.A.), Earth & Ocean Sciences
Po-Hao Kung Po-Hao Kung's Yorkville Advisors, LLC Experience August 2007 - August 2008
Job Assistant Manager at Walsin Lihwa Corp.
Industry Financial Services
Experience
Walsin Lihwa Corp. November 2010 - Present
Deloitte & Touche Corporate Finance Co., Ltd. August 2009 - October 2010
Yorkville Advisors, LLC August 2007 - August 2008
Ta Yun Securities Co., Ltd May 2005 - May 2006
Yuanta Core Pacific Securities October 2002 - April 2005
Skills
Bilingual-Chinese, Microsoft Office, Lotus Notes, SAP, Mysoft, Bloomberg, Capital IQ, CFA Candidate (Level..., Business Valuation, Due Diligence, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Corporate Finance, Management, Finance
Education
University of California, San Diego - The Rady School of Management 2006 — 2008
MBA, Finance
National Taiwan University 1998 — 2002
BA, Finance
Walsin Lihwa Corp. November 2010 - Present
Deloitte & Touche Corporate Finance Co., Ltd. August 2009 - October 2010
Yorkville Advisors, LLC August 2007 - August 2008
Ta Yun Securities Co., Ltd May 2005 - May 2006
Yuanta Core Pacific Securities October 2002 - April 2005
Skills
Bilingual-Chinese, Microsoft Office, Lotus Notes, SAP, Mysoft, Bloomberg, Capital IQ, CFA Candidate (Level..., Business Valuation, Due Diligence, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Strategy, Corporate Finance, Management, Finance
Education
University of California, San Diego - The Rady School of Management 2006 — 2008
MBA, Finance
National Taiwan University 1998 — 2002
BA, Finance
Steve Suhrheinrich's Yorkville Advisors, LLC Experience October 2005 - January 2009
Job CoFounder & COO at Curvo Labs
Industry Hospital & Health Care
Experience
Curvo Labs February 2013 - Present
AOL September 2010 - February 2013
U.S. Local News Network January 2009 - June 2010
Yorkville Advisors, LLC October 2005 - January 2009
US Navy July 2003 - July 2005
US Navy January 2002 - July 2003
US Navy December 1999 - December 2001
Skills
Team Leadership, People Management, Corporate Finance, PIPEs, Structured Finance, Investments, New Business Development, Sales Management, New Media, Online Advertising, Real Estate Investment, Business Operations..., Start-ups, Business Development, Management, Operations Management, Investment Properties, Strategy, Business Strategy, Mergers & Acquisitions, Sales, Marketing Strategy, Venture Capital, Social Media Marketing, Finance, Social Media, Marketing, Strategic Partnerships, Training, Analysis, Budgets, Competitive Analysis, Entrepreneurship, Executive Management, Business Planning, Due Diligence, Corporate Development, Lead Generation, Private Equity
Education
Vanderbilt University 1995 — 1999
BS, Math and Engineering Science
San Diego State University 2003 — 2005
MBA, Finance and Entrepreneurship
Curvo Labs February 2013 - Present
AOL September 2010 - February 2013
U.S. Local News Network January 2009 - June 2010
Yorkville Advisors, LLC October 2005 - January 2009
US Navy July 2003 - July 2005
US Navy January 2002 - July 2003
US Navy December 1999 - December 2001
Skills
Team Leadership, People Management, Corporate Finance, PIPEs, Structured Finance, Investments, New Business Development, Sales Management, New Media, Online Advertising, Real Estate Investment, Business Operations..., Start-ups, Business Development, Management, Operations Management, Investment Properties, Strategy, Business Strategy, Mergers & Acquisitions, Sales, Marketing Strategy, Venture Capital, Social Media Marketing, Finance, Social Media, Marketing, Strategic Partnerships, Training, Analysis, Budgets, Competitive Analysis, Entrepreneurship, Executive Management, Business Planning, Due Diligence, Corporate Development, Lead Generation, Private Equity
Education
Vanderbilt University 1995 — 1999
BS, Math and Engineering Science
San Diego State University 2003 — 2005
MBA, Finance and Entrepreneurship
Lily Sloan's Yorkville Advisors, LLC Experience December 2011 - January 2012
Job Configuration Database Librarian at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies September 2014 - Present
HCL Technologies January 2013 - Present
Yorkville Advisors, LLC December 2011 - January 2012
Whitney Hill Partners June 2011 - December 2011
Cornell University August 2009 - December 2009
Skills
IT Large-Scale..., IT Large-Scale..., IT Incident Management, IT Asset Management, IT Change Management, IT Problem Management, IT Parallel Run..., IT Configuration..., Advanced Econometrics..., Medicare & Medicaid..., History of Investment..., History of Economic..., Criticism of..., Academic Research, Trade Research, Healthcare Legislation, Healthcare Economics, Pharma Risk-Staging, History of American..., History of Coding (ICD), History of Hospital..., History of Pharma..., History of Health..., Configuration Management
Education
Duke University 2011 — 2012
MMS, Finance
Duke University - Fuqua School of Business 2011 — 2012
MMS
Cornell University 2006 — 2010
B.Sc., PAM; Specialty Healthcare Finance
HCL Technologies September 2014 - Present
HCL Technologies January 2013 - Present
Yorkville Advisors, LLC December 2011 - January 2012
Whitney Hill Partners June 2011 - December 2011
Cornell University August 2009 - December 2009
Skills
IT Large-Scale..., IT Large-Scale..., IT Incident Management, IT Asset Management, IT Change Management, IT Problem Management, IT Parallel Run..., IT Configuration..., Advanced Econometrics..., Medicare & Medicaid..., History of Investment..., History of Economic..., Criticism of..., Academic Research, Trade Research, Healthcare Legislation, Healthcare Economics, Pharma Risk-Staging, History of American..., History of Coding (ICD), History of Hospital..., History of Pharma..., History of Health..., Configuration Management
Education
Duke University 2011 — 2012
MMS, Finance
Duke University - Fuqua School of Business 2011 — 2012
MMS
Cornell University 2006 — 2010
B.Sc., PAM; Specialty Healthcare Finance
Greg Costa Greg Costa's Yorkville Advisors, LLC Experience May 2007 - August 2007
Job Associate, Global Markets Intelligence at Ipreo
Industry Financial Services
Experience
Ipreo January 2014 - Present
Global Hunter Securities July 2012 - Present
Global Hunter Securities January 2011 - July 2012
Ipreo January 2010 - December 2010
Ipreo August 2008 - January 2010
BioMedical Computer Research Institute May 2008 - August 2008
Yorkville Advisors, LLC May 2007 - August 2007
Rodman & Renshaw May 2006 - August 2006
Skills
Bloomberg, Derivatives, Competitive Analysis, Investment Banking, Valuation, Equities, Strategy, Business Development, Hedge Funds, Banking, Capital Markets, Investments, Corporate Finance, Investor Relations, Private Equity, Equity Research, Certified Series 7..., Certified Series 63...
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance, General
Florence University of the Arts 2007 — 2007
Finance
Ipreo January 2014 - Present
Global Hunter Securities July 2012 - Present
Global Hunter Securities January 2011 - July 2012
Ipreo January 2010 - December 2010
Ipreo August 2008 - January 2010
BioMedical Computer Research Institute May 2008 - August 2008
Yorkville Advisors, LLC May 2007 - August 2007
Rodman & Renshaw May 2006 - August 2006
Skills
Bloomberg, Derivatives, Competitive Analysis, Investment Banking, Valuation, Equities, Strategy, Business Development, Hedge Funds, Banking, Capital Markets, Investments, Corporate Finance, Investor Relations, Private Equity, Equity Research, Certified Series 7..., Certified Series 63...
Education
Fairfield University 2004 — 2008
Bachelor of Science, Finance, General
Florence University of the Arts 2007 — 2007
Finance
JJ Artis JJ Artis's Yorkville Advisors, LLC Experience May 2006 - August 2006
Job Investment Banking Summer Associate at CastleOak Securities, L.P.
Industry Investment Banking
Experience
Prominent Pictures, LLC April 2013 - August 2014
Goldman Sachs May 2008 - March 2013
New York Dragons May 2007 - March 2008
Yorkville Advisors, LLC May 2006 - August 2006
Skills
Fixed Income, Equities, Bloomberg, Investment Banking, Derivatives, Private Equity, Hedge Funds, Series 7, Valuation, FX Options, Series 63, Financial Modeling, Investments, Trading, Options, Bonds, Portfolio Management, FX Derivatives, Securities, Corporate Finance, Series 3
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Candidate for Certificate in Business of Entertainment - USC SCA
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Goldsboro High School 1999 — 2003
Valedictorian
Prominent Pictures, LLC April 2013 - August 2014
Goldman Sachs May 2008 - March 2013
New York Dragons May 2007 - March 2008
Yorkville Advisors, LLC May 2006 - August 2006
Skills
Fixed Income, Equities, Bloomberg, Investment Banking, Derivatives, Private Equity, Hedge Funds, Series 7, Valuation, FX Options, Series 63, Financial Modeling, Investments, Trading, Options, Bonds, Portfolio Management, FX Derivatives, Securities, Corporate Finance, Series 3
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Candidate for Certificate in Business of Entertainment - USC SCA
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Goldsboro High School 1999 — 2003
Valedictorian
Layne Feldman Layne Feldman's Yorkville Advisors, LLC Experience June 2008 - August 2008
Job Law Clerk at Piro, Zinna, Cifelli, Paris & Genitempo
Industry Law Practice
Experience
Alumni and Development Office, Seton Hall University School of Law October 2013 - Present
Piro, Zinna, Cifelli, Paris & Genitempo January 2014 - May 2015
Superior Court of New Jersey May 2013 - August 2013
Superior Court of New Jersey May 2013 - August 2013
Heidell Pittoni Murphy & Bach LLP May 2010 - August 2012
Kreab Gavin Anderson June 2009 - August 2009
Ball Janik LLP September 2008 - December 2008
Yorkville Advisors, LLC June 2008 - August 2008
Skills
Public Affairs, Press Releases, Legal Research, Legal Writing, Editing, Product Liability, Legal Assistance, Microsoft Office, Research, Hearings, Courts, Public Speaking, Westlaw
Education
Seton Hall Law School 2012 — 2015
Doctor of Law (J.D.)
Dickinson College 2006 — 2010
B.A., Law and Policy, Political Science
Alumni and Development Office, Seton Hall University School of Law October 2013 - Present
Piro, Zinna, Cifelli, Paris & Genitempo January 2014 - May 2015
Superior Court of New Jersey May 2013 - August 2013
Superior Court of New Jersey May 2013 - August 2013
Heidell Pittoni Murphy & Bach LLP May 2010 - August 2012
Kreab Gavin Anderson June 2009 - August 2009
Ball Janik LLP September 2008 - December 2008
Yorkville Advisors, LLC June 2008 - August 2008
Skills
Public Affairs, Press Releases, Legal Research, Legal Writing, Editing, Product Liability, Legal Assistance, Microsoft Office, Research, Hearings, Courts, Public Speaking, Westlaw
Education
Seton Hall Law School 2012 — 2015
Doctor of Law (J.D.)
Dickinson College 2006 — 2010
B.A., Law and Policy, Political Science
Jason Dawkins jdawkins123@gmail.com Jason Dawkins jdawkins123@gmail.com's Yorkville Advisors, LLC Experience December 2009 - July 2010
Job CFO at Confluence Energy
Industry Oil & Energy
Experience
Confluence Energy October 2012 - Present
Yorkville Advisors, LLC December 2009 - July 2010
BlueCreek Energy 2006 - 2009
MDC Holdings, Richmond American Homes 2005-2006 2005 - 2006
KPMG LLP/ Andersen LLP January 1999 - January 2005
Education
Lehigh University - College of Business and Economics 1995 — 1999
BS, Accounting
Confluence Energy October 2012 - Present
Yorkville Advisors, LLC December 2009 - July 2010
BlueCreek Energy 2006 - 2009
MDC Holdings, Richmond American Homes 2005-2006 2005 - 2006
KPMG LLP/ Andersen LLP January 1999 - January 2005
Education
Lehigh University - College of Business and Economics 1995 — 1999
BS, Accounting
Julie Marie Halady Julie Marie Halady's Yorkville Advisors, LLC Experience October 2004 - February 2015
Job Legal Secretary at Whyte Hirschboeck Dudek S.C.
Industry Legal Services
Experience
Whyte Hirschboeck Dudek S.C. April 2015 - Present
Yorkville Advisors LLC October 2004 - February 2015
Butler Gonzalez LLP October 1999 - September 2004
Conti & Mallozzi LLP 1997 - 1999
Skills
Legal Writing, Securities, Private Equity, Due Diligence, Investments, Trading, Management, Accounting, Corporate Law, Corporate Finance, Legal Assistance, Basic Bookkeeping, Courts, Litigation, Microsoft Office, Quickbooks, Microsoft Word, Microsoft Excel, Accounts Payable, Martial Arts, Financial Statements, Civil Litigation
Education
Union County College 1996 — 1999
Whyte Hirschboeck Dudek S.C. April 2015 - Present
Yorkville Advisors LLC October 2004 - February 2015
Butler Gonzalez LLP October 1999 - September 2004
Conti & Mallozzi LLP 1997 - 1999
Skills
Legal Writing, Securities, Private Equity, Due Diligence, Investments, Trading, Management, Accounting, Corporate Law, Corporate Finance, Legal Assistance, Basic Bookkeeping, Courts, Litigation, Microsoft Office, Quickbooks, Microsoft Word, Microsoft Excel, Accounts Payable, Martial Arts, Financial Statements, Civil Litigation
Education
Union County College 1996 — 1999
Robert Anfuso's Yorkville Advisors, LLC Experience 2004 - 2007
Job Managing Partner at Zanjero Partners
Industry Investment Management
Experience
Zanjero Partners 2013 - Present
Summit Water Asset Management, LLC 2008 - 2013
Summit Global Management, Inc. 2007 - 2013
Yorkville Advisors, LLC 2004 - 2007
Group Triton 1999 - 2004
Environmental Business International, Inc. 1995 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Private Equity, Valuation, Real Asset Investments, Capital Raising, Investment Strategy, Due Diligence, Fund Operations, Governance, Farmland Investments, Water Investments
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
Zanjero Partners 2013 - Present
Summit Water Asset Management, LLC 2008 - 2013
Summit Global Management, Inc. 2007 - 2013
Yorkville Advisors, LLC 2004 - 2007
Group Triton 1999 - 2004
Environmental Business International, Inc. 1995 - 1999
Skills
Alternative Investments, Hedge Funds, Asset Managment, Portfolio Management, Private Equity, Valuation, Real Asset Investments, Capital Raising, Investment Strategy, Due Diligence, Fund Operations, Governance, Farmland Investments, Water Investments
Education
University of California, San Diego
Bachelor of Arts (BA), Economics
Lindsay Felldin's Yorkville Advisors, LLC Experience July 2008 - September 2010
Job Assistant Vice President Marketing, Fundraising & Investor Relations
Industry Financial Services
Experience
Mesa West Capital January 2011 - Present
Yorkville Advisors July 2008 - September 2010
Yorkville Advisors, LLC July 2008 - September 2010
JPMorgan Chase July 2007 - July 2008
JP MORGAN ASSET MANAGEMENT July 2007 - July 2008
First Investors Corporation January 2007 - May 2007
First Investors Corporation September 2006 - December 2006
URBAN BRANDS INC June 2006 - August 2006
Skills
Investments, Mutual Funds, Derivatives, Account Reconciliation, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Investment Banking, Portfolio Management, Equities, Series 7
Education
Marist College 2003 — 2007
Bachelors Degree, Finance & Accounting
Marist College 2003 — 2007
Bachelor of Science, Finance and Accounting
Mesa West Capital January 2011 - Present
Yorkville Advisors July 2008 - September 2010
Yorkville Advisors, LLC July 2008 - September 2010
JPMorgan Chase July 2007 - July 2008
JP MORGAN ASSET MANAGEMENT July 2007 - July 2008
First Investors Corporation January 2007 - May 2007
First Investors Corporation September 2006 - December 2006
URBAN BRANDS INC June 2006 - August 2006
Skills
Investments, Mutual Funds, Derivatives, Account Reconciliation, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Investment Banking, Portfolio Management, Equities, Series 7
Education
Marist College 2003 — 2007
Bachelors Degree, Finance & Accounting
Marist College 2003 — 2007
Bachelor of Science, Finance and Accounting
Oren Franks's Yorkville Advisors, LLC Experience Senior AuditorErnst & Young2002 - 2005
Job Controller at Yorkville Advisors, LLC
Industry Financial Services
Experience
Yorkville Advisors, LLC Senior AuditorErnst & Young2002 - 2005
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Accountancy
Yorkville Advisors, LLC Senior AuditorErnst & Young2002 - 2005
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Accountancy
David Reese's Yorkville Advisors, LLC Experience April 2006 - February 2008
Job CEO at Provista Diagnostics Inc.
Industry Medical Devices
Experience
Provista Diagnostics, Inc. August 2011 - Present
Brencourt Advisors February 2008 - August 2011
Alexea Consulting, LLC 2003 - 2010
Yorkville Advisors, LLC April 2006 - February 2008
Saturn DKR Capital 2004 - 2005
UT Southwestern Medical Center at Dallas 2001 - 2001
Skills
Biotech/Diagnostic..., Private Equity, Due Diligence, Hedge Funds, Corporate Development, Valuation, Mergers, Venture Capital, Equities, Asset Managment, Financial Modeling, Alternative Investments, Investment Banking, Corporate Finance, Biotechnology, Equity Research, Portfolio Management, Start-ups, Lifesciences, Commercialization, Management, Mergers & Acquisitions, Healthcare, Business Strategy, Entrepreneurship, Medical Devices, Asset Management, Competitive Analysis, Strategy, Business Development, Investments, Market Analysis, Oncology, Investment Management, Drug Development, Executive Management, Hardware Diagnostics, Clinical Trials, Biopharmaceuticals, Emerging Markets, Analysis
Education
Vanderbilt University 1995 — 2000
PhD, Biomedical Sciences, General
Vanderbilt University School of Medicine 1994 — 1999
PhD, Biomedical Sciences
Arizona State University 1991 — 1994
BS, microbiology
Provista Diagnostics, Inc. August 2011 - Present
Brencourt Advisors February 2008 - August 2011
Alexea Consulting, LLC 2003 - 2010
Yorkville Advisors, LLC April 2006 - February 2008
Saturn DKR Capital 2004 - 2005
UT Southwestern Medical Center at Dallas 2001 - 2001
Skills
Biotech/Diagnostic..., Private Equity, Due Diligence, Hedge Funds, Corporate Development, Valuation, Mergers, Venture Capital, Equities, Asset Managment, Financial Modeling, Alternative Investments, Investment Banking, Corporate Finance, Biotechnology, Equity Research, Portfolio Management, Start-ups, Lifesciences, Commercialization, Management, Mergers & Acquisitions, Healthcare, Business Strategy, Entrepreneurship, Medical Devices, Asset Management, Competitive Analysis, Strategy, Business Development, Investments, Market Analysis, Oncology, Investment Management, Drug Development, Executive Management, Hardware Diagnostics, Clinical Trials, Biopharmaceuticals, Emerging Markets, Analysis
Education
Vanderbilt University 1995 — 2000
PhD, Biomedical Sciences, General
Vanderbilt University School of Medicine 1994 — 1999
PhD, Biomedical Sciences
Arizona State University 1991 — 1994
BS, microbiology
Robert Buxton's Yorkville Advisors, LLC Experience 2008 - 2008
Job Partner at America's Growth Capital
Industry Investment Banking
Experience
AGC Partners 2009 - Present
Yorkville Advisors, LLC 2008 - 2008
CIBC World Markets 1993 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Development, IPO, M&A experience, Mergers & Acquisitions, Capital Markets, Corporate Finance, Private Placements, Business Valuation, Due Diligence, Financial Structuring, LBO, Start-ups
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA
Millsaps College 1981 — 1985
BS, Economics
AGC Partners 2009 - Present
Yorkville Advisors, LLC 2008 - 2008
CIBC World Markets 1993 - 2008
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, Corporate Development, IPO, M&A experience, Mergers & Acquisitions, Capital Markets, Corporate Finance, Private Placements, Business Valuation, Due Diligence, Financial Structuring, LBO, Start-ups
Education
University of North Carolina at Chapel Hill 1985 — 1987
MBA
Millsaps College 1981 — 1985
BS, Economics
William Gardner's Yorkville Advisors, LLC Experience 2009 - July 2014
Job Commercial Finance Attorney at Whyte Hirschboeck Dudek S.C.
Industry Legal Services
Experience
Whyte Hirschboeck Dudek S.C. July 2014 - Present
Yorkville Advisors, LLC 2009 - July 2014
Loeb & Loeb LLP 2006 - 2008
Mayer Brown 2000 - 2006
Kaye Scholer LLP 1999 - 2000
United States Bankruptcy Court, Southern District of New York 1998 - 1999
Skills
Credit, Hedge Funds, Joint Ventures, Legal Writing, Banking, Restructuring, Litigation, Bankruptcy, Corporate Governance, Structured Finance, Private Equity, Due Diligence, Commercial Litigation, Loans, Civil Litigation, Corporate Law, Intellectual Property, Legal Research
Education
Brooklyn Law School 1994 — 1997
JD, Law
UCLA 1989 — 1992
Bachelor of Science (BS), Biochemistry
Whyte Hirschboeck Dudek S.C. July 2014 - Present
Yorkville Advisors, LLC 2009 - July 2014
Loeb & Loeb LLP 2006 - 2008
Mayer Brown 2000 - 2006
Kaye Scholer LLP 1999 - 2000
United States Bankruptcy Court, Southern District of New York 1998 - 1999
Skills
Credit, Hedge Funds, Joint Ventures, Legal Writing, Banking, Restructuring, Litigation, Bankruptcy, Corporate Governance, Structured Finance, Private Equity, Due Diligence, Commercial Litigation, Loans, Civil Litigation, Corporate Law, Intellectual Property, Legal Research
Education
Brooklyn Law School 1994 — 1997
JD, Law
UCLA 1989 — 1992
Bachelor of Science (BS), Biochemistry
Philip Ho's Yorkville Advisors, LLC Experience February 2002 - December 2011
Job Managing Director at Long State Investment Limited
Industry Investment Management
Experience
Long State Investment Limited December 2011 - Present
Yorkville Advisors, LLC February 2002 - December 2011
Skills
Equities, Hedge Funds, Private Equity, Corporate Development, Alternative Investments, Corporate Finance, Asset Management, Capital Markets, Valuation, Investment Banking, Finance, Venture Capital, Due Diligence, Mergers & Acquisitions, Private Placements, Financial Structuring
Education
Carnegie Mellon University - Tepper School of Business
Columbia University in the City of New York
BS, Chemical Engineering
Long State Investment Limited December 2011 - Present
Yorkville Advisors, LLC February 2002 - December 2011
Skills
Equities, Hedge Funds, Private Equity, Corporate Development, Alternative Investments, Corporate Finance, Asset Management, Capital Markets, Valuation, Investment Banking, Finance, Venture Capital, Due Diligence, Mergers & Acquisitions, Private Placements, Financial Structuring
Education
Carnegie Mellon University - Tepper School of Business
Columbia University in the City of New York
BS, Chemical Engineering