Top Investment Bankings in Greater Boston Area
Andrew Merget, CFA
Principal
Greater Boston Area
Principal
Senior Associate
Channel Manager -- US Central & Western Regions
Business Development Manager
Investment Associate
Senior Investment Banking Analyst (Technology, Media, Telecom)
Investment Banking Analyst
Investment Banking -- Internship
Babson College
Recommendations: 18
Venture Capital
Financial Modeling
Mergers & Acquisitions
Due Diligence
Valuation
Private Equity
New Business Development
Competitive Analysis
a****[email protected]
Jit Basak
Senior Associate
Greater Boston Area
Senior Associate
Investment Banking Senior Associate
Intern
Senior Scientist
Senior Scientist
Scientist II
Scientist I & II
The University of Connecticut School of Business
University of Chicago
University of Illinois at Chicago
Indian Institute of Technology, Kanpur
Recommendations: 15
Strategy
Mergers & Acquisitions
Investment Banking
Healthcare
Pharmaceutical Industry
Biotechnology
Financial Analysis
Financial Modeling
a****[email protected]
Natasha B. Koprivica
Founder & CEO
Greater Boston Area
Founder & CEO
Asset Management
Capital Markets - International Equity & Options
Investment Banking
Professional Licences Held
Babson College - Franklin W. Olin Graduate School of Business
Institut Franco-Américain de Management
University of Belgrade Faculty of Electrical Engineering
Nikola Tesla & Mathematical School of Belgrade
Stankovic Music School
Recommendations: 14
Alternative Investments
Asset Management
Hedge Funds
Private Equity
Venture Capital
Investments
Equities
Emerging Markets
n****[email protected]
Kenneth Graves
Company Name
Skyhook
Greater Boston Area
Company Name
Skyhook
CTO & Data Scientist
Consultant
Investment Banking Specialist
Executive Portfolio Manager
Babson College - Franklin W. Olin Graduate School of Business
University of California, Santa Cruz
Modesto Junior College
Recommendations: 12
R
Data Analysis
Data Science
Machine Learning
Financial Modeling
Financial Analysis
Finance
Quantitative Analytics
Tim Smith
Senior Vice President & GM, Cloud Backup
Greater Boston Area
Senior Vice President & GM, Cloud Backup
Vice President, Global Supply Chain Management
Vice President: Investment Banking – Technology Group
Associate: Investment Banking – Leveraged Finance Group
CEO
Vice President, Business Development (employee #2)
Financial Analyst
Strategic Advisor
Financial Analyst: Investment Banking
Vice President, GPO Business Development
Vice President, Platform Business Management
Northwestern University - Kellogg School of Management
Tulane University
Deerfield Academy
Recommendations: 11
t****[email protected]
t****[email protected]
Donald Hall
Company Name
Aberdeen Standard Investments
Greater Boston Area
Company Name
Aberdeen Standard Investments
Managing Consultant / Senior Real Estate Economist
Summer MBA Analyst, Investment Banking
Winter MBA Intern, Real Estate Finance
Director
Boston College
New York University
Penn State University
Recommendations: 9
Argus Modeling
DCF Valuation
Forecasting
Statistical Software
Real Estate Transactions
Financial Modeling
Microsoft Excel
Finance
d****[email protected]
d****[email protected]
Ted Myles
Chief Financial Officer & Vice President of Operations
Greater Boston Area
Chief Financial Officer & Vice President of Operations
Member of the Board Of Directors
COO & CFO
CFO & Head of Business Operations
Investment Banking Associate
Controller
Washington University in St. Louis - Olin Business School
University of Hartford
Recommendations: 8
Mergers
Investor Relations
Strategic Alliances
Contract Manufacturing
Venture Capital
Financial Modeling
IPO
Due Diligence
t****[email protected]
Jay Althoff
CEO
Greater Boston Area
CEO
Board Member; Chair
Director, Member of Audit Committee
President, CEO and Director
Chief Development Officer
Strategic Business Consultant
Chief Strategy Officer
VP and General Counsel
Corporate Associate
Investment Banking Associate
The George Washington University Law School
Connecticut College
Rye High School
Recommendations: 8
Strategic Planning
Business Development
Partnerships
Strategic Partnerships
Mergers
Start-ups
Operating Systems
Leadership
j****[email protected]
j****[email protected]
Gorick Ng
Associate
Greater Boston Area
Associate
Advisor - Ashoka's Catapult
Director, Board of Directors; Chair, Governance Committee
Startup Advisor
Director, Board of Directors
Mentor
Fellowship Assessor
Boston City Team Captain
Assistant, Office of Institutional Diversity and Equity
Associate Director; Operations Director; Case Team Leader
Co-Founder & CEO
Director, Board of Directors
Investment Banking Summer Analyst – Global Energy Group
Director of Business Development & Marketing
Managing Director, Cleaners & Dorm Essentials; Clerk of the Board
Policy Advisor, Youth Employment Strategy
Director, Board of Directors - Ontario Student Trustees' Association
Business Analyst
Director of Human Resources
Analyst
Senior Policy Advisor Intern, Minister's Office, Ministry of Research and Innovation
Blog Writer, "Your City, My City" Project
President; Director of Operations - Ontario Student Trustees' Association
Student Trustee; SuperCouncil Co-Chair
Student Ambassador
Minister's Student Advisory Council Member
Volunteer Team Leader, Emergency Department
Student and Community Outreach Program for the Elderly: Student Support Worker
Vice President
Clerical Assistant
Volunteer Peer Leader
Volunteer Magic Instructor
Volunteer Accounting/Order Assistant
Harvard University
Massachusetts Institute of Technology
Université de Sherbrooke
Beijing Language and Culture University
Marc Garneau Collegiate Institute
Recommendations: 6
Public Speaking
Event Planning
Public Relations
Public Policy
Management
Consulting
Strategic Partnerships
Organization
g****[email protected]
Andrew Lefkarites
Associate
Greater Boston Area
Associate
Analyst
Investment Banking Analyst (M&A) Intern
Financial Advisor Intern
San Diego State University-California State University
Recommendations: 5
Financial Research
Financial Modeling
Mergers
Valuation
Investment Banking
Due Diligence
Strategy
Equities
a****[email protected]
Nam Nguyen
Junior Investment Analyst
Greater Boston Area
Junior Investment Analyst
Investment Banking Analyst Intern
Investment Analyst Intern
Graduate Research Assistant
Finance Intern/Analyst
Brandeis University, Lemberg - International Business School
National Economics University
Vietnam National University
Recommendations: 4
Problem Solving
Analysis
Financial Analysis
Financial Advisory
Financial Reporting
Financial Accounting
Oracle
Microsoft Excel
n****[email protected]
James Chou
Product Management
Greater Boston Area
Product Management
Product Marketing
Product Management & Research
Investment Banking
Yale School of Management
Cornell University
Recommendations: 4
Agile Methodologies
Market Research
Product Management
Market Development
Financial Modeling
Pricing Strategy
Revenue Forecasting
Product Marketing
j****[email protected]
j****[email protected]
Tatiana Webb
Founder & Executive Director
Greater Boston Area
Founder & Executive Director
Graduate Fellow, Lewis Institute for Social Entrepreneurship
Summer Intern, VAR Program
Client Lead, Academically Sponsored Consulting Project
Teaching Associate
Educational Liaison
Instructor
Business Development Manager
Investment Banking Analyst
Summer Analyst
Babson College - Franklin W. Olin Graduate School of Business
Wellesley College
Recommendations: 4
Sales
Sales Management
Public Speaking
Teaching
Entrepreneurship
Start-ups
Financial Modeling
Valuation
t****[email protected]
Mario Berruti, MBA
Teaching Assistant - Strategy
Greater Boston Area
Teaching Assistant - Strategy
Teaching Assistant - Management Communication
Project | Investment Banking
MBA Action Project
ESS Manager
Consolidation Manager
Consolidation Manager
General Ledger Accountant South Europe
Auditor
Hult International Business School
University of Turin
Recommendations: 4
Financial Reporting
Sarbanes-Oxley Act
Finance
Management
Internal Controls
Financial Modeling
Auditing
Accounting
m****[email protected]
Lucy Cheng
FSR Experienced Associate
Greater Boston Area
FSR Experienced Associate
Risk Analytics Intern
Investment Banking Summer Analyst
Financial Management Program Intern
Analyst Intern
Summer Internship Program
Boston College - Carroll School of Management
Boston University - School of Management
Harvard University
Recommendations: 2
c****[email protected]
Huangyu|Renco Chen
PHD Student in Mathematical Finance
Greater Boston Area
PHD Student in Mathematical Finance
Associate, Applications Development - Research Group
MS Mathematical Finance ♦ Graduated with High Honor
Quantitative Risk Analyst Intern
Captain & Head Quant Trader ♦ Rotman International Trading Competition
Credit Risk Analyst Intern
Investment Banking Analyst Intern
Boston University
Southwestern University of Finance and Economics
Recommendations: 2
R
Trading
Stochastic Calculus
Valuation
Matlab
C++
Financial Markets
Derivatives
r****[email protected]
Nathan Ott
Board Member
Greater Boston Area
Board Member
Board Member
Investment Banking Analyst
Board Member
Board Member
Board Member
Board Member
Principal
Indiana University - Kelley School of Business
Recommendations: 2
Corporate Development
Financial Modeling
Venture Capital
Valuation
Private Equity
Corporate Finance
Finance
Start-ups
n****[email protected]
Meeta Kapadia
Senior Portfolio Advisor, SVB Asset Management
Greater Boston Area
Senior Portfolio Advisor, SVB Asset Management
Senior Relationship Advisor, Venture Capital & Private Equity
Operations Consultant
Director of Operations
Vice President, Client Strategy
Associate, Relationship Management
Analyst, Investment Banking
New York University
University of Virginia
Recommendations: 2
Series 7
Series 63
m****[email protected]
Shuo Chen
Intern
Greater Boston Area
Intern
Intern in Debt Research and Risk Management Department
Investment Banking Intern
Quantitative Researcher in Machine Learning
Senior Data Scientist
Quantitative Research Statistician
Associate Statistician
Data Scientist
Boston University Questrom School of Business
Peking University
Recommendations: 2
R
Quantitative Finance
VBA
Mathematical Modeling
Fixed Income
Quantitative Analytics
Probability Theory
Operations Research
s****[email protected]
Ken Ledeen
President
Greater Boston Area
President
Member
Author
Teaching Staff
Investment Banking
President
VP, General MGR, PSBU
Director
President
Harvard College
Harvard University
Recommendations: 2
Java
Publishing
Software Development
C#
Agile Methodologies
Start-ups
Product Development
C++
k****[email protected]
k****[email protected]
Dushyant CFA
Director, Strategic Insights & Advisory, FinTech Investment Banking
Greater Boston Area
Director, Strategic Insights & Advisory, FinTech Investment Banking
MIT Sloan Fellow, 1 Year Full-time Leadership MBA Program in Innovation & Entrepreneurship
Advisor, Mentor
Executive Advisor to 2nd largest Chinese Ecommerce Platform with Big FinTech Presence
Analyst
Massachusetts Institute of Technology - Sloan School of Management
HBS/CFA Institute
Northeastern University
Recommendations: 2
Capital Markets
Product Management
Financial Services
Financial Analysis
Investments
Market Research
Finance
Analysis
d****[email protected]
Cheryl Costa
Executive Assistant, Investment Banking
Greater Boston Area
Executive Assistant, Investment Banking
Executive Assistant (Short Term Assignment)
Temporary Assignments
Business Analyst / Sr. Administrative Assistant
Business Analyst
Sr. Administrative Assistant
Administrative Assistant
Executive Coordinator
Executive Assistant
Executive Assistant
Customer Service Representative
Boston College
Quincy College
Recommendations: 2
CRM
Management
Microsoft Office
Sales
Salesforce.com
Siebel
Teamwork
Marketing
c****[email protected]
Ben Morrison
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Senior Analyst
Summer Analyst
Business Development Intern
Assurance Intern
University of California, Santa Barbara
Universitat Autònoma de Barcelona
Recommendations: 2
Economics
Microsoft Excel
Financial Modeling
Financial Analysis
PowerPoint
Equities
Bloomberg
Valuation
b****[email protected]
Justin CFA
Investment Banking
Greater Boston Area
Investment Banking
Operating & Business Development Roles
Various Undergraduate Internships
Caddy
Harvard Business School
CFA Institute
DePauw University
Recommendations: 2
Microsoft Word
Microsoft Excel
PowerPoint
Financial Modeling
Financial Analysis
Data Analysis
Microsoft Office
Business Analysis
j****[email protected]
Michael Corliss
Senior Vice President - Private Client Advisor II
Greater Boston Area
Senior Vice President - Private Client Advisor II
Managing Director - Private Banking
Vice President - Banking & Lending Sales Specialist
Director - Regional Lending Manager
Senior Associate - Investment Banking
Senior Business Consultant
Associate Vice President
Financial Advisor
Boston University Graduate School of Management
Boston University Questrom School of Business
Recommendations: 2
Private Banking
Banking
Wealth Management
Financial Services
Business Strategy
Business Development
LBO
Investment Banking
m****[email protected]
Mike Guido
Investment Banking, Technology & Services
Greater Boston Area
Investment Banking, Technology & Services
Investment Analyst, Internet & Technology Portfolio
Enterprise Sales & Operating Roles
The University of Chicago Booth School of Business
Miami University
Recommendations: 1
Mergers & Acquisitions
Public Equity Offerings
Private Equity
Hedge Funds
Leveraged Finance
Corporate Finance
Valuation
Investments
g****[email protected]
Jamie Davies
Vice President, Product
Greater Boston Area
Vice President, Product
Vice President of Games
Senior Director, Product Management
General Manager
Senior Product Marketing Manager
Director, Pricing
Investment Banking
Category Manager, Electronics
Harvard University
Harvard University
Recommendations: 1
Pricing Strategy
E-commerce
Pricing
Product Marketing
Analytics
Monetization
Social Networking
Leadership
j****[email protected]
Amanda Harold
Compliance Associate
Greater Boston Area
Compliance Associate
Internal Auditor
Assistant Forensic Accountant
Commercial Real Estate Intern
Investment Banking Intern
Sawyer Business School Ambassador
Examination Intern
Suffolk University - Sawyer Business School
Suffolk University - Sawyer School of Management
Peabody Veterans Memorial High School
Recommendations: 1
Auditing
Finance
Financial Analysis
Accounting
Investments
Data Analysis
Management
Microsoft Excel
a****[email protected]
Shilpa Reddy
Company Name
CarGurus
Greater Boston Area
Company Name
CarGurus
Company Name
Procter & Gamble
Director of Marketing
Director of Marketing & Growth
Investment Banking Analyst
Harvard Business School
Wesleyan University
Recommendations: 1
Strategy
Competitive Analysis
Brand Management
Digital Marketing
Shopper Marketing
Media Planning
Cross-functional Team...
Emerging Markets
s****[email protected]
Kit Hickey
Financial Markets
Greater Boston Area
Financial Markets
Senior Lecturer
Lecturer
Advisor
Financial Restructuring
Investment Banking
Massachusetts Institute of Technology - Sloan School of Management
Colby College
Milton Academy
Recommendations: 1
Venture Capital
Entrepreneurship
Strategy
Business Strategy
Start-ups
Management
Funding
Valuation
k****[email protected]
k*****@ministryofsupply.com
Andrew Redmond
Vice President
Greater Boston Area
Vice President
Early Investor/Advisor
Associate
Associate
Analyst
Investment Banking Intern
Columbia University - Columbia Business School
Emory University - Goizueta Business School
St. Mark's School
The Fenn School
Recommendations: 1
a****[email protected]
a****[email protected]
Ian Whear
Strategic Finance & Analytics
Greater Boston Area
Strategic Finance & Analytics
Associate
Investment Banking Analyst
Summer Analyst
Intern Analyst
University of Massachusetts, Amherst
Hamilton Wenham Regional High School
Recommendations: 1
i****[email protected]
Vickrum Nabar
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
CEO
Summer Analyst Intern - Investment Banking
Tutor/Business Development Officer
Co-Founder
Babson College
Brookfield Central High School
Recommendations: 1
Entrepreneurship
Company Valuation
Financial Modeling
Financial Projection
Microsoft Excel
Capital IQ
Bloomberg Software
Leadership
v****[email protected]
Hersh Kumbhani
AVP Operations
Greater Boston Area
AVP Operations
Project Manager
Senior Operations Manager
Investment Banking Analyst
Investment Banking Associate
AVP Content
Cornell University
UWC Mahindra College
Recommendations: 1
Start-ups
Financial Modeling
Corporate Development
Valuation
Entrepreneurship
Investment Banking
Business Development
Due Diligence
h****[email protected]
h*****@trabblr.com
Matt CPA
Senior Associate
Greater Boston Area
Senior Associate
Associate
Manager, M&A Advisory
M&A Advisory (DDV) Senior Associate
Investment Banking Intern
Asset Management Intern
Boston College - Wallace E. Carroll Graduate School of Management
Bryant University
St. Lawrence University
Recommendations: 1
Accounting
Financial Analysis
Public Speaking
Problem Solving
Teamwork
m****[email protected]
m****[email protected]
Nick Wisniewski
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
Student
Investment Banking Summer Analyst
Intern
Finance and Reimbursement Intern
Lifeguard
Boston College
Maine South High School, Park Ridge IL
Recommendations: 1
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
Accounting
Data Analysis
Financial Analysis
w****[email protected]
Michael Lawless
Analyst, Investment Banking
Greater Boston Area
Analyst, Investment Banking
Senior Director, Finance and Investor Relations
Division CFO, Brooks Life Sciences Sample Management
Vice President, Investor Relations
Vice President, Investor Relations
Vice President, Equity Research
Associate, Investment Banking
Senior Director, Investor Relations and Treasurer
Senior Director, Financial Planning and Analysis
Head of Business Line Finance
Vice President, Financial Planning and Analysis
Dartmouth College - The Tuck School of Business at Dartmouth
Swarthmore College
Recommendations: 1
Corporate Finance
Investor Relations
Business Strategy
Equity Research
Analysis
Investment Banking
Mergers & Acquisitions
Strategic Financial...
m****[email protected]
Rod Fletcher
Chief Financial Officer
Greater Boston Area
Chief Financial Officer
Director of Finance & Operations
Business Manager
CFO
CFO & Director
Investment Banking
Investment Banking
Tuck School of Business at Dartmouth
Stanford University
Recommendations: 1
Strategic Planning
Fundraising
Non-profits
Business Strategy
Public Speaking
Staff Development
Business Development
Microsoft Excel
b****[email protected]
Andrew Chang
Business Associate
Greater Boston Area
Business Associate
Associate Consultant
Post Exposure Prophylaxis Outreach
Campus Center Information Specialist
Student
Investment Banking Broker Intern
Co-Founder/Program Director
Merchandising Group Private Brands Analyst
Executive Search Consultant
Emergency Medical Technician
Biomedical Research Intern
Brown University
Academy for the Advancement of Science and Technology, Class of 2009
Recommendations: 1
Consulting
Project Management
Market Research
Leadership
Microsoft Office
PowerPoint
Microsoft Excel
Public Speaking
h****[email protected]
a****[email protected]
Lee Counselman
Analyst
Greater Boston Area
Analyst
Global Head of Software Investment Banking
Senior Auditor
Managing Director, Co-Head of Technology M&A
Managing Director
Associate - Investment Banking
Northwestern University - Kellogg School of Management
Norfolk Academy
Washington and Lee University
Recommendations: 1
Investment Banking
Private Equity
Capital Markets
Financial Modeling
Valuation
Corporate Finance
Hedge Funds
Mergers & Acquisitions
c****[email protected]
Edward Laurence Sanchez
Investment Banking Associate
Greater Boston Area
Investment Banking Associate
Senior Financial Analyst
Financial Analyst
Statistical Budget Analyst
Lead Business Developer
Harvard University
Recommendations: 1
Financial Analysis
Financial Modeling
Investment Banking
M&A Advisory Services
Business Development
Quantative Analysis
Private Equity
Microsoft Excel
Art McAleer
Board Member
Greater Boston Area
Board Member
Executive Advisor
Engagement Manager
Chief Financial Officer
Vice President Worldwide Strategy and Portfolio Management
President, Chief Executive Officer, Founder
CEO
Corporate & Business Development Leader
Associate, Leveraged Finance, Investment Banking
President
President
Vice President
Amos Tuck School, Dartmouth College
Middlebury College
Recommendations: 1
Strategy
Finance
Corporate Finance and Treasury
Mergers & Acquisitions
Medical Devices
Leadership
Strategic Financial Management and Planning
Acquisition Integration
Camila Hernandez
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
Investment Banking Summer Analyst
President and Co-Founder
Access Services Student Assistant
Investment Banking Summer Analyst
Microeconomics Tutor and Study Group Leader
Dartmouth College
Carrollton School of the Sacred Heart
Recommendations: 0
Microsoft Excel
Microsoft PowerPoint
Stata
Capital IQ
SNL Financial
PowerPoint
Leadership
Statistics
1****[email protected]
c****[email protected]
Medhini Srinivasan
Principal
Greater Boston Area
Principal
Vice President
Summer Associate
Associate
Investment Banking Analyst
University of Michigan - Stephen M. Ross School of Business
University of Pennsylvania - The Wharton School
Recommendations: 0
m****[email protected]
m****[email protected]
Max Levy
Investment Analyst
Greater Boston Area
Investment Analyst
Analyst
Investment Banking Summer Analyst
Investment Banking Summer Analyst | Sonnenblick Goldman
University of Pennsylvania
Maimonides School
Recommendations: 0
m****[email protected]
James Wu
Senior Business Analyst
Greater Boston Area
Senior Business Analyst
Business Analyst
Strategy Analyst
Investment Banking Summer Analyst
Summer Financial Analyst
Harvard University
Horace Greeley High School
Recommendations: 0
Stata
Economics
Research
Econometrics
Financial Modeling
Bloomberg Terminal
Private Equity
International...
j****[email protected]
Dr. Anton Titov
Founder
Greater Boston Area
Founder
Founder
Co-Founder
Director, Investment Department
Advisor on Healthcare, CEE & Russia
Vice President
MBA Student
Investment Banking Associate
Neurosurgery Resident
Neurosurgery Resident
Graduate Fellow in Cell Biology
Research Fellow in Medicine
Research Fellow in Neurology
Harvard Business School
Rockefeller University
Harvard Medical School
Recommendations: 0
Marketing Strategy
Biotechnology
Strategy
Lifesciences
Private Equity
Start-ups
Venture Capital
Infectious Diseases
a****[email protected]
Rex Green
Managing Director and Global Co-Head of Automotive Aftermarket Investment Banking
Greater Boston Area
Managing Director and Global Co-Head of Automotive Aftermarket Investment Banking
Managing Director, Head of Boston Office and Head of Consumer Investment Banking
Managing Director and Co-Head Investment Banking
Senior Vice President, CFO
Managing Director, Group Head Consumer Investment Banking
Partner, Corporate Finance
Brown University
New York University, Stern School of Business
Recommendations: 0
r****[email protected]
Pim Valantagul
Analyst
Greater Boston Area
Analyst
Summer Analyst
Summer Analyst
Summer Intern, Investment Banking
Harvard University
Helix Charter High School
Recommendations: 0
Econometrics
Microsoft Excel
R
Stata
Economics
PowerPoint
Statistics
Microsoft Office
p****[email protected]
Samuel Liu
Lead Data Scientist
Greater Boston Area
Lead Data Scientist
Analytics Business Consultant
Global Supply Chain Intern
Director of Technology
Summer Analyst: Investment Banking
Supply Network Operations Intern
Lead Data Scientist
University of California, Berkeley
University of Massachusetts, Amherst
Recommendations: 0
Data Analysis
Project Management
Consulting
Big Data
Tableau
SQL
Python
Agile Project Management
l****[email protected]
Dave DeMasi
Associate Partner
Greater Boston Area
Associate Partner
Co-Founder and COO
Founder
Private Equity Associate
Investment Banking Analyst
Harvard Business School
University of North Carolina at Chapel Hill
Recommendations: 0
Mergers
Financial Modeling
Private Equity
Business Strategy
Entrepreneurship
Technology
Healthcare Information Technology
Information Technology
d****[email protected]
d****[email protected]
Dana Berlin
Investment Banking Vice President
Greater Boston Area
Investment Banking Vice President
Investment Banking Analyst
Investment Banking Associate
The Johns Hopkins University
Noble and Greenough High School
Recommendations: 0
Financial Modeling
DCF
Monte Carlo Simulation
Bloomberg Terminal
Microsoft Excel
d****[email protected]
Andrew Bye
Consultant
Greater Boston Area
Consultant
Director, Corporate Development
Senior Director, Corporate Development
Investment Banking Associate: Health Care Group
Senior Manager, Corporate Development
Harvard Business School
Duke University
Recommendations: 0
Financial Analysis
Mergers
Financial Modeling
Valuation
Investment Banking
Equities
Private Equity
Business Strategy
b****[email protected]
Andrew Vassallo
Co-Founder and VP of Operations
Greater Boston Area
Co-Founder and VP of Operations
Principal and Head of Strategy
Consumer Investment Team
Co-Founder and CEO
Investment Banking Associate
University of Richmond
Pingree School
Recommendations: 0
Valuation
Financial Modeling
Bloomberg
LBO
Mergers
Entrepreneurship
Mergers & Acquisitions
Mobile Applications
a****[email protected]
a****[email protected]
Peter Dalrymple
Managing Director & Partner
Greater Boston Area
Managing Director & Partner
Director, Software Investment Banking
Vice President, Technology Investment Banking
Vice President, Technology Investment Banking
Associate
Country Manager, Eurasia
D'Amore-McKim School of Business at Northeastern University
Bates College
Recommendations: 0
Financial Modeling
Valuation
Investment Banking
Financial Analysis
Private Equity
Mergers & Acquisitions
Due Diligence
Venture Capital
d****[email protected]
Kayla Romanelli
Corporate Social Responsibility Program Manager
Greater Boston Area
Corporate Social Responsibility Program Manager
Program Associate
Business Development and Social Innovation Fellow
Investment Banking and Global Markets Recruiter
Harvard
Watertown High School
Recommendations: 0
Research
Newsletters
Program Management
Business Development
Nonprofits
Strategic Planning
Grant Writing
Community Outreach
k****[email protected]
Harrison Grussmark
Analyst, Investment Banking
Greater Boston Area
Analyst, Investment Banking
Harvard Business School
University of Michigan - Stephen M. Ross School of Business
Ransom Everglades School
Recommendations: 0
Capital IQ
Entrepreneurship
Financial Accounting
DCF
Business Strategy
Hedge Funds
Financial Modeling
Strategy
h****[email protected]
Shripal Meghani
Partner, Medical Devices
Greater Boston Area
Partner, Medical Devices
Director, M&A and Business Development
Vice President - Healthcare Investment Banking
Summer Associate, Healthcare and Industrials
MAP Consultant
Technical Specialist
University of Michigan - Stephen M. Ross School of Business
Recommendations: 0
Venture Capital
Medical Devices
Financial Modeling
Investment Banking
Valuation
Business Strategy
Analytics
Business Analysis
s****[email protected]
Joseph Bonvouloir
Investment Banking Summer Analyst
Greater Boston Area
Investment Banking Summer Analyst
Founder & CEO
Business Strategy
Kairos Fellow
Student Health and Special Risk Summer Intern
Investment Banker
Sales & Trading
Summer Analyst
University of Michigan - Stephen M. Ross School of Business
Recommendations: 0
j****[email protected]
Alfred Johansen
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Team Advisor: Business & Entrepreneurship
Camp Counselor
Research Assistant
Investment Banking Summer Analyst
Boston College - Carroll School of Management
Westford Academy
Recommendations: 0
Marketing
Time Management
Team Leadership
Entrepreneurship
Public Speaking
Industry Research
Communication
Microsoft Excel
j****[email protected]
Matthew Denison
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Institutional Sales Intern
Harvard Business School
Northwestern University
Recommendations: 0
Private Equity
LBO
Investment Banking
Financial Modeling
Valuation
Corporate Finance
Venture Capital
d****[email protected]
Andrew Carfang
Investment Banking Summer Associate
Greater Boston Area
Investment Banking Summer Associate
Captain
First Lieutenant
Second Lieutenant
Intern
Political Analyst Intern
Harvard Business School
United States Military Academy at West Point
Recommendations: 0
Afghanistan
Command
Military Operations
Army
Operational Planning
Military Experience
National Security
Military
a****[email protected]
Tess Michaels
Investment Banking Summer Analyst
Greater Boston Area
Investment Banking Summer Analyst
Research Intern
Private Equity & Venture Capital Club - VP of Corporate Relations
Private Equity Associate
Climate Change Researcher
Wharton Undergraduate Finance Club - Executive VP
Vice President of External Affairs, Class of 2015
Penn Undergraduate Biotech Society - President
Harvard Business School
The Wharton School
University of Pennsylvania
Recommendations: 0
t****[email protected]
t****[email protected]
Anthony Wang
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Summer Analyst
Advertising Manager
Manager: Harvard Student Resources
Senior Advertising Associate: Publications
Harvard Business School
Harvard University
King's College
Recommendations: 0
Advertising
Valuation
Financial Modeling
Investment Banking
Private Equity
Corporate Finance
Capital Markets
Due Diligence
t****[email protected]
Morenike Mougni
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Supply Chain Management Intern
Supply Chain Management Summer Intern
Harvard Business School
University of Virginia, McIntire School of Commerce
EFE Montaigne
Recommendations: 0
Private Equity
Financial Modeling
Emerging Markets
Investment Banking
Corporate Finance
Valuation
LBO
Investments
m****[email protected]
Andrew Helming
Director, Mergers & Acquisitions
Greater Boston Area
Director, Mergers & Acquisitions
Associate, Investment Banking
Owner/Operator
Associate, Institutional Equity Sales
Associate, Fixed Income Trading
Babson College - Franklin W. Olin Graduate School of Business
Middlebury College
The Hotchkiss School
Recommendations: 0
a****[email protected]
Jay Desai
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
Strategy and Corporate Development
Co-Founder and CEO
Business Development
Private Equity Associate
Angel Investor and Advisor
Center for Medicare and Medicaid Innovation
University of Pennsylvania - The Wharton School
University of Michigan
Recommendations: 0
Strategy
Financial Analysis
Financial Modeling
Corporate Development
Valuation
Due Diligence
Business Strategy
Private Equity
j****[email protected]
j*****@patientping.com
Justin Wang
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Intern
Harvard Business School
Georgetown University
Recommendations: 0
Investment Banking
Valuation
Capital Markets
Corporate Development
Mergers & Acquisitions
Venture Capital
LBO
Corporate Finance
m*****@georgetown.edu
Paul Blanchfield
Chief Commercial Officer
Greater Boston Area
Chief Commercial Officer
Head of US Immunology Business Unit (SVP)
Head of US Immunology Franchise (Group VP)
Head of Nordics-Baltics & General Manager of Nordics GM (VP)
Head of Corporate Strategy (VP)
Chief of Staff to the CEO (Sr. Director)
Associate Partner & Engagement Manager (Health Care & Marketing / Sales)
Associate / Senior Associate
Summer Associate
Portfolio Specialist
Marketing Associate
Investment Banking Analyst - Securitized Products
Investment Management Summer Analyst – Institutional Business Development
Stanford University Graduate School of Business
Duke University
Recommendations: 0
Strategy
Mergers & Acquisitions
Management
Financial Modeling
Management Consulting
Leadership
Business Development
Start-ups
p****[email protected]
Ben Howe
Head of Technology Investment Banking
Greater Boston Area
Head of Technology Investment Banking
Founder, CEO
Managing Director
Co-Chairman Of The Board
Associate
Associate
Associate
New York University - Leonard N. Stern School of Business
Trinity College-Hartford
Recommendations: 0
b*****@americasgc.com
Jaspaul (Paul) Singh
Managing Member, Founder, Portfolio Manager
Greater Boston Area
Managing Member, Founder, Portfolio Manager
Term Member
Senior Investment Analyst
Investment Analyst
Corporate Development
Investment Banking
Harvard Business School
University of Cambridge
University of Pennsylvania
Recommendations: 0
Investments
Investment Banking
Portfolio Management
Business Development
Private Equity
Mergers & Acquisitions
Management
Strategy
j****[email protected]
Sharon Peyer
Entrepreneur in Residence
Greater Boston Area
Entrepreneur in Residence
Co-founder, VP Business Development
Director, Business Development
Founder & COO
Principal
Founder, Managing Partner
Analyst/Assistant Portfolio Manager
Analyst, Investment Banking
Harvard Business School
Georgetown University
Recommendations: 0
Business Development
Start-ups
Digital Strategy
Mobile Applications
Mobile Devices
Strategic Partnerships
Digital Media
Management
s****[email protected]
Phil Swisher
Founder & CEO
Greater Boston Area
Founder & CEO
Global Head of Innovation & Senior Vice President
Fifth person on the team
Start-up
General Manager, Total Waste Initiative
Investment Banking Analyst
Harvard Business School
Williams College
New Trier High School
Recommendations: 0
p****[email protected]
Bill Ogrodnick
Global Industry Analyst - Oil Service and E&C
Greater Boston Area
Global Industry Analyst - Oil Service and E&C
Global Industry Analyst - International Multi-Industry Industrials
Global Industry Analyst - Intern, Australian Non-Bank Financials
Portfolio Analyst - Healthcare Fund
Analyst - Healthcare Services
Investment Banking Analyst - Global Consumer Group
Wharton School, University of Pennsylvania
Wharton School, University of Pennsylvania
Concord Academy
Recommendations: 0
Factset
Equity Research
Bloomberg
Hedge Funds
Equities
Healthcare
Energy
Industrial Sector
b****[email protected]
Arturo Chavez-Gehrig
SEO Career Participant – Investment Banking Program
Greater Boston Area
SEO Career Participant – Investment Banking Program
Digital Currency Initiative: Cryptocurrency Bootcamp
Program Fellow
Business Analyst
Research Fellow
Researcher at the MIT Laboratory for Financial Engineering
Cryptocurrency Researcher
Investment Banking Summer Analyst
Summer Business Analyst
Data Science Researcher – Genomics Platform
Massachusetts Institute of Technology
Massachusetts Institute of Technology
The Gregory School
Recommendations: 0
a****[email protected]
Hannah Merves
Investment Banking Summer Analyst
Greater Boston Area
Investment Banking Summer Analyst
Policy Advisor | Obama White House, National Economic Council
Leave of Absence to attend Harvard Business School
Vice President, Institutional Services Strategy
Managing Director, Institutional Services Strategy
Senior Associate Consultant
Consultant | Innovation, Technology & Entrepreneurship Global Practice
Consultant
Case Team Leader
Harvard Business School
Amherst College
Dartmouth College - The Tuck School of Business at Dartmouth
Recommendations: 0
h****[email protected]
Roshan Joshi
Prudential Peak Leadership Conference
Greater Boston Area
Prudential Peak Leadership Conference
Investment Banking Analyst
Investor
Investment Banking Summer Analyst
Associate
Finance Discovery Program
Tennis Professional
Boston College
Parkland High School
Recommendations: 0
Microsoft Excel
Microsoft Word
Statistics
Leadership
PowerPoint
Public Speaking
Teamwork
Time Management
b****[email protected]
Francis (Frank) Tan
Vice President, Corporate Development (M&A)
Greater Boston Area
Vice President, Corporate Development (M&A)
Director, Business Development - Lab Solutions Business Unit
Merger Integration Office
Senior Group Product Manager, Bioprocess Division Marketing
Senior Manager, Strategy & Corporate Development
Manager, Strategy & Business Development
Vice President, Private Equity Investments
Associate, Mergers & Acquisitions
Financial Analyst, Investment Banking
Financial Analyst, Investment Banking
Yale University - Yale School of Management
Amherst College
The Intercollegiate Center for Classical Studies in Rome
The Hill School
Recommendations: 0
Corporate Development
Mergers
Company Acquisitions
International Acquisitions
Divestitures
M&A due diligence
Acquisition Integration
Financial Analysis
f****[email protected]
Jon Hegarty
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
Student
Associate
Investment Banking Summer Analyst
Boston College
Recommendations: 0
j****[email protected]
Julie Yao Cooper
Professor
Greater Boston Area
Professor
Consultant
Consultant
Investment Banking Analyst
Harvard Business School
Harvard Business School
Harvard University
Horace Greeley HS
The Juilliard School
Recommendations: 0
Market Research
Marketing Strategy
Business Strategy
Qualitative Research
Marketing
Program Management
Management Consulting
Entrepreneurship
j****[email protected]
Siddarth Prasad
MBA Candidate, Class of 2016
Greater Boston Area
MBA Candidate, Class of 2016
Investment Banking Summer Associate
Senior Consultant, Global Energy Practice
Consulting Associate, Global Energy Practice
Innovation Management Intern
External Strategy Consultant
Dartmouth College - The Tuck School of Business at Dartmouth
Dartmouth College
Bishop Cottons Boys' School
St. Joseph's Boys' High School
Recommendations: 0
Business Strategy
Renewable Energy
Strategy
Strategic Planning
Energy
Analysis
Smart Grid
Management Consulting
s****[email protected]
Peter Tran
Associate Director, Business Development
Greater Boston Area
Associate Director, Business Development
Associate, M&A Investment Banking
Analyst, Healthcare Investment Banking
Analyst, Healthcare Investment Banking
Private Wealth Management Intern
Washington University in St. Louis - Olin Business School
University of California, San Diego
Recommendations: 0
Healthcare
Mergers
Valuation
Financial Modeling
Acquisition Analysis
Due Diligence
Mergers
t****[email protected]
David Joncas
Senior Vice President, Technology Investment Banking
Greater Boston Area
Senior Vice President, Technology Investment Banking
Managing Director, Executive Management Committee Member, Co-Head of Technology Investment Banking
Northwestern University - Kellogg School of Management
Recommendations: 0
M&A Negotiations
M&A experience
Technology
SaaS
Software Industry
Healthcare Banking
Venture Capital
Start-ups
d*****@aerispartners.com
d****[email protected]
STEPHEN DOYLE
Manager
Greater Boston Area
Manager
Analyst
Investment Banking Analyst
President and CEO
Principal
University of Pennsylvania - The Wharton School
University of Pennsylvania
Phillips Exeter Academy
Recommendations: 0
Mergers & Acquisitions
Mergers
Strategy
Corporate Development
Business Strategy
Venture Capital
New Business Development
Strategic Planning
s****[email protected]
Todd Rassiger
Senior Managing Director, East Coast Business Banking
Greater Boston Area
Senior Managing Director, East Coast Business Banking
Senior Vice President
Vice President, Investment Banking
Analyst
Stanford University Graduate School of Business
Harvard University Kennedy School of Government
Fordham University
Chaminade High School
Recommendations: 0
Credit
Investments
Financial Analysis
Banking
Private Equity
Wealth Management
Strategy
Loans
t****[email protected]
t****[email protected]
Jeff Kip
Chief Executive Officer
Greater Boston Area
Chief Executive Officer
Deputy Chairman, Supervisory Board
EVP & CFO
Associate, Investment Banking
EVP & CFO
Director, Investment Banking
Duke University - The Fuqua School of Business
Williams College
Phillips Academy (Andover)
Recommendations: 0
j****[email protected]
j****[email protected]
Alfonso Martinez
Product Development Manager
Greater Boston Area
Product Development Manager
Strategy Consultant
Investment Banking - Summer Analyst
Sr. Business Development Associate | MDP
Senior Analyst
Co-Founder
Co-Director
Massachusetts Institute of Technology - Sloan School of Management
Bentley University
Recommendations: 0
a****[email protected]
Meghan Leddy
Investment Banking Analyst
Greater Boston Area
Investment Banking Analyst
Student
Summer Analyst
Harvard University
Recommendations: 0
Microsoft Office
Word
PowerPoint
Matlab
Excel
Stata
Windows
Microsoft Excel
m****[email protected]
Chris Hopkins
Founder
Greater Boston Area
Founder
Program Manager Intern - Shared Data Platform
Healthcare Investment Banking Summer Analyst
Investment Banking Analyst Intern
Executive Director
Summer Intern
Bioassay Scientist
Junior Fellow
Summer Employee
Summer Volunteer
Thayer School of Engineering at Dartmouth
Dartmouth College
Milton Academy
The Fessenden School
Recommendations: 0
Research
PowerPoint
Microsoft Office
English
Public Speaking
Microsoft Word
Microsoft Excel
Matlab
c*****@ihopkins.net
Adam Cohan
Coach
Greater Boston Area
Coach
Investment Banking Co-op
Sales Associate
Analyst Intern
Volunteer
Portfolio Administrator (Institutional Investor Services)
Sales Operations
Intern
Intern
Northeastern University
ESIC: Business & Marketing School
Pomfret School
Recommendations: 0
Microsoft Excel
Financial Analysis
Debt & Equity Financing
Financial Modeling
Market Research
Critical Thinking
Investments
PowerPoint
a****[email protected]
Sabina Campero
Summer Analyst
Greater Boston Area
Summer Analyst
student consultant
Investment Banking Summer Analyst
Summer Analyst
Tufts University
Colegio Aleman Mariscal Braun
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
C++
C
Bloomberg Terminal
Quantitative Analytics
Spanish
s****[email protected]
s****[email protected]
Jasmine Burton
Private Equity Analyst
Greater Boston Area
Private Equity Analyst
Investment Banking Summer Analyst, Healthcare Group
Intern
Harvard University
Harvard University
Arapahoe High School
Recommendations: 0
Leadership
Teaching
Advanced Mathematics
Computer Modeling
Social Media
Microsoft Word
Spanish
Chinese
g****[email protected]
Joseph Blount
Investment Banking Summer Associate
Greater Boston Area
Investment Banking Summer Associate
Associate
Harvard Business School
University of Pennsylvania
Peking University
Phillips Exeter Academy
Recommendations: 0
Management Consulting
Downstream Oil & Gas
Supply Management
Supply Chain Operations
Supply Chain Optimization
Procurement
Strategic Sourcing
Data Modeling
j****[email protected]
Jack Walker
Associate
Greater Boston Area
Associate
Investment Banking Analyst
Summer Analyst
Harvard University
Recommendations: 0
j****[email protected]
Andrew Melvin
Investment Management Intern
Greater Boston Area
Investment Management Intern
Associate
Investment Banking Analyst
Bates College
Medfield High school
Recommendations: 0
Econometrics
Economics
Public Speaking
Economic Research
Data Analysis
Microsoft Excel
Financial Analysis
Stata
a****[email protected]
Dan Krzmarzick
VP Sales
Greater Boston Area
VP Sales
VP, Post Acute Care
VP, Business Development & Finance
Director, Business Development & Finance
Manager Business Development
Investment Banking Analyst
Miami University
Recommendations: 0
Financial Modeling
Financial Analysis
Microsoft Office
Business Planning
Mergers
Business Strategy
Project Execution
Acquisition Analysis
d****[email protected]
DAVID CHRISTOPHER
ASSOCIATE
Greater Boston Area
ASSOCIATE
Partner, Investment Banking
CHIEF FINANCIAL OFFICER & TREASURER
DIRECTOR - INVESTMENT BANKING
VICE PRESIDENT - INVESTMENT BANKING
Vice President Finance
CHIEF FINANCIAL OFFICER
CHIEF FINANCIAL OFFICER
Senior Vice President of Business Transformation
BOARD OF DIRECTORS
The University of Chicago - Booth School of Business
Recommendations: 0
Mergers
Turn Around Management
Finance
Capital Allocation
Accounting
Investors
Human Resources
Venture Capital
d****[email protected]
Dina Connor
Talent and Operations Director
Greater Boston Area
Talent and Operations Director
Director of Human Resources
Principal; Senior Principal
Associate
Analyst, Investment Banking
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Recommendations: 0
Management Consulting
Corporate Development
Strategy
Due Diligence
Financial Modeling
Private Equity
Competitive Analysis
d*****@parthenon.com
Martin Connors,III
Commercial Loan Officer
Greater Boston Area
Commercial Loan Officer
Senior Commercial Credit Analyst
Commercial Credit Analyst
Investment Banking Summer Analyst
Junior Golf Intern
Bag Room and Club Valet Supervisor
Boston College
College of the Holy Cross
George Mason University
St. Bernard's Central Catholic High School
Recommendations: 0
Excel
PowerPoint
Budgets
Microsoft Excel
Bloomberg Terminal
Credit Analysis
Mergers & Acquisitions
Investment Banking
m****[email protected]
m****[email protected]
Kevin Guan
Associate
Greater Boston Area
Associate
Senior Associate
Vice President
Investment Banking Analyst
The Wharton School
University of California, Berkeley
Recommendations: 0
k****[email protected]
