Top Investment Bankings in Greater Los Angeles Area

a*****@solganickco.com

Richard D. Walker

Efficient CEO

Greater Los Angeles Area

Efficient CEO

Financial Planner / RIA

Marketing Product Manager

Manager

Business Consultant

Investment Banking

Group Pension Marketing

Retail Brokerage

Annuity Sales

University of Southern California - Marshall School of Business

Recommendations: 16

Operational Efficiency

Process Consulting

Software Consulting

Efficiency Improvement

Efficiency Analysis

Writing

Software Implementation

Software Development

Michael Marchetti

CFO & Executive Committee Member

Greater Los Angeles Area

CFO & Executive Committee Member

Board Member, Chairman Audit Committee

Chief Executive Officer

VP Investment Banking

SVP, GM Pogo, Social Games & Mobile

Chief Financial Officer

Brooklyn Law School

City University of New York-Brooklyn College

Recommendations: 14

Strategic Planning

Start-ups

Change Management

Product Development

Video Games

Mergers

Social Games

Gaming

Jaswant S Gill, CPA

Founder & Managing Partner

Greater Los Angeles Area

Founder & Managing Partner

International Tax & Private Client Service (New York, Washington DC, Houston)

International Tax (New York, NY)

Investment Banking Analyst

University of Houston

The George Washington University

Recommendations: 11

Tax

Due Diligence

Accounting

Mergers

Business Valuation

Private Equity

Financial Analysis

Valuation

j*****@jsgcpas.com

Mark Bures

Finance and Business Development Consultant

Greater Los Angeles Area

Finance and Business Development Consultant

Senior Business Operations Manager, Latam South

Management Consultant

Director of Finance and Operations / CFO

Director and General Manager, Asia (blah!)

Regional Director, Business Development (Telefonica B2B)

Management Consultant

Investment Banking Associate

Financial Analyst

University of Pennsylvania - The Wharton School

Columbia University in the City of New York

Recommendations: 8

Mobile Devices

Business Planning

Start-ups

Telecommunications

Business Development

Mergers & Acquisitions

Strategic Planning

Management

Vivian Ying

Technology Strategist, Financial Services

Greater Los Angeles Area

Technology Strategist, Financial Services

Practice Lead, Financial Services / Banking / Capital Markets

Director, Enterprise Technology, Investment Banking

Senior Manager, Global Platforms & Technology

Principal Solution Architect, Global Enterprise Applications

Business Intelligence Lead, Financial Planning & Analysis

Database Architect / Developer

Software Developer

University of Denver

Shanghai International Studies University

Recommendations: 8

CRM

Strategy

Leadership

Business Intelligence

Enterprise Software

Program Management

Product Management

Business Development

v****[email protected]

Winston Ball

Vice President of Enterprise Sales and Innovation

Greater Los Angeles Area

Vice President of Enterprise Sales and Innovation

Board Member and Advisor

Board Member

Chief Financial Officer

Principal, Strategy and Development

Managing Director, Office of Practice Leadership, Large Group Strategic Accounts

West Coast Regional Business Development Director, Payer Solutions

Director, Strategy and Corporate Development

Vice President, Operations, Sales and Marketing

Senior Director, Corporate Development

Chief Financial Officer

Senior Manager of Strategic Planning

Manager of Marketing Strategy

Senior Business Analyst

Investment Banking Associate

Associate Trust Administrator

The University of Chicago

Northwestern University - Kellogg School of Management

Morehouse College

Homestead

Recommendations: 8

Strategic Planning

Strategy

Business Strategy

Sales

Cross-functional Team Leadership

Business Development

Change Management

Mergers & Acquisitions

w****[email protected]

Jason Yu

Senior Director, Corporate Finance

Greater Los Angeles Area

Senior Director, Corporate Finance

Director, Financial Planning & Analysis

Senior Finance Manager

Associate, Investment Banking

Analyst, Financial Restructuring Group

The Wharton School

Harvey Mudd College

Recommendations: 8

Cross-functional Team Leadership

Forecasting

Accounting

Management

Financial Modeling

Corporate Finance

Analysis

Financial Analysis

Andrew Mescon, MBA, MPA

Investment Banking Consultant

Greater Los Angeles Area

Investment Banking Consultant

MBA Finance Intern - DC Entertainment Group

Loan Originations Associate

Corporate Credit Analyst

Intern/Jr. Analyst

Asst. Director of Fundraising

Sales Support Liaison - Regional Coordinator

Pepperdine University, The George L. Graziadio School of Business and Management

Columbia University - School of International and Public Affairs

Trinity College-Hartford

Recommendations: 7

Investment Advisory

Personal Financial Planning

Tax-advantaged Investment Strategies

Relationship Management

Building Relationships

Life Insurance

Term Life Insurance

Indexed Annuities

Joel Lindenberg

Senior Vice President

Greater Los Angeles Area

Senior Vice President

Managing Director

Senior Director - Innovation Partnership Program

Director Investment Banking

Associate

UC Santa Barbara

Arizona State University - W. P. Carey School of Business

Singularity University

Recommendations: 6

Mergers

Valuation

Private Equity

Venture Capital

Business Planning

Due Diligence

Financial Modeling

Investment Banking

Simone Chen

Lead Engagement Manager

Greater Los Angeles Area

Lead Engagement Manager

Atlassian Technology Manager

Engagement Manager

Senior Analyst

Senior Business Analyst / Engagement Manager

Investment Banking Analyst

Helpdesk Specialist

Sports Medicine Intern

Intern

Assistant Project Manager

Finance Intern

Research & Data Analyst Intern

General Assembly

University of California, Los Angeles

Shanghai American School

Recommendations: 6

JIRA

Confluence

Salesforce.com

Project Management

Market Research

Management

Business Development

Finance

Russell Beer

Managing Director - Los Angeles Office

Greater Los Angeles Area

Managing Director - Los Angeles Office

Founding Principal

Director - Investment Banking

Senior Vice President - Private Equity

Real Estate JV and M&A PE Transactions

Principal - Investment Banking

Executive Director

American Graduate School of International Management

Helsinki School of Economics

Helsinki school of economics

University of Arizona

Recommendations: 6

Investment Banking

Private Equity

Equity Capital Markets

Capital Raises

Cross-border Transactions

Fundraising

Capital Markets Transactions

Middle Market

Rich Ferrance

Area Director

Greater Los Angeles Area

Area Director

Director, Strategic Pricing

Area Director

Market Manager

Sr. Analyst – Corporate Development

Sr. Financial Analyst

MBA Intern

Summer Associate, Investment Banking

Inventory Analyst

Army Officer

Duke University - The Fuqua School of Business

United States Military Academy at West Point

Recommendations: 5

Leadership

Strategic Planning

Operations Management

M&A experience

Financial Analysis

Financial Modeling

Forecasting

Process Improvement

Rick Organ

Chief Executive Officer

Greater Los Angeles Area

Chief Executive Officer

President & CEO

Vice Preisident - Strategy & Development

Managing Director Investment Banking

Vice President, Finance

Harvard Business School

University of Notre Dame

Recommendations: 5

Aerospace

Plastics

Manufacturing

Strategic Planning

Business Strategy

Negotiation

New Business Development

Team Leadership

Erik Lorscheider

Director of Acquisitions

Greater Los Angeles Area

Director of Acquisitions

Principal

Consulting Manager

Investment Banking Associate

Platoon Commander, Executive Officer

University of Texas at Austin

Duke University

Recommendations: 4

e*****@sierrastrategies.com

e*****@sierracapmgmt.com

Christopher L.

Corporate Strategy and Financial Planning

Greater Los Angeles Area

Corporate Strategy and Financial Planning

Investment Banking -- Financial Analyst / Intern TMT

Field Marketing

Senior Marketing Manager

University of Pennsylvania - The Wharton School

New York University - Leonard N. Stern School of Business

Recommendations: 4

Leadership

Social Media Marketing

Strategic Planning

Competitive Analysis

Business Strategy

Marketing

Advertising

Brand Management

Sylvia Son

Director, Head of Marketing

Greater Los Angeles Area

Director, Head of Marketing

Vice President of Marketing

Director of Marketing

Graduate Marketing Associate

Investment Banking Analyst

Harvard Business School

University of California, Berkeley, Haas School of Business

Recommendations: 4

Competitive Analysis

Strategic Partnerships

Marketing

Digital Media

Brand Management

Marketing Management

Product Management

Online Advertising

Payam Afighom

Associate

Greater Los Angeles Area

Associate

Investment Banking Officer

Investment Banking Analyst

Wealth Management Junior Analyst

Valuation Associate

Junior Analyst

University of Southern California

University of Southern California - Marshall School of Business

Recommendations: 4

Strategy

Financial Modeling

Finance

Valuation

Marketing

Wealth Management

Management

Portfolio Management

Sarah Nist, CPA

Director, Corporate Development

Greater Los Angeles Area

Director, Corporate Development

Transaction Advisory Director

Investment Banking Associate (Consumer & Retail Industry Coverage)

Equity Research Associate

Transaction Advisory Manager

Audit Assistant Accountant to Audit Supervising Senior Accountant

Duke University - The Fuqua School of Business

Boston College

Recommendations: 3

Financial Modeling

Mergers

Capital Allocation

Auditing

Cash Flow

Valuation

Private Equity

Corporate Finance

Namrata Gandhi

Head of Strategic Finance: Riot Games

Greater Los Angeles Area

Head of Strategic Finance: Riot Games

Vice President Investment Banking

Head of Finance: Corporate Infrastructure

Head of Finance: World Wide Publishing

Founding Member

Business Intelligence: Acquisitions & Consistency Lead

Information Management Leadership Program

The University of Chicago - Booth School of Business

Indiana University - Kelley School of Business

Recommendations: 3

n****[email protected]

David Kim

Investment Banking Summer Associate

Greater Los Angeles Area

Investment Banking Summer Associate

Manager

Senior Consultant

Advisory Associate

Account Management Summer Associate

University of California, Los Angeles - The Anderson School of Management

University of California, Berkeley

Diamond Bar High School

Recommendations: 3

Management Consulting

Financial Modeling

Business Strategy

Financial Analysis

Due Diligence

Valuation

Strategic Planning

Business Process Improvement

Armin Kohan

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Mergers & Acquisitions Analyst

Private Equity Analyst Intern

Summer Intern

Academic Internship Program

Mergers & Acquisitions Analyst Intern

University of California, San Diego

Recommendations: 3

Financial Analysis

Microsoft Excel

Data Analysis

Public Speaking

Mergers & Acquisitions

Teamwork

Research

Leadership

Aasim Khan

Product Marketing

Greater Los Angeles Area

Product Marketing

Director, Strategy & Business Development

Associate, Corporate Strategy

Investment Banking Summer Analyst

Business Development Summer Analyst

University of California, Berkeley

Stanford University Graduate School of Business

Recommendations: 3

Business Strategy

Data Analysis

Financial Modeling

Financial Analysis

Mergers

Investments

Negotiation

Strategy Development

a*****@beatsbydre.com

Brian Bohr

Managing Partner

Greater Los Angeles Area

Managing Partner

Principal Consultant

Managing Director

Vice President and Consultant

Summer Associate Investment Banking

UCLA Anderson School of Management

University of Pennsylvania

Recommendations: 3

Business Planning

Financial Modeling

Venture Capital

Valuation

Mergers

Due Diligence

Corporate Development

Private Equity

b*****@williamhenryassociates.com

b*****@caycon.com

Mark CFA

Senior Analyst

Greater Los Angeles Area

Senior Analyst

Financial Analyst

Investment Banking Analyst, Technology Mergers & Acquisitions

Senior Manager, Strategy & Corporate Development, Digital Software & Solutions

Financial & Strategic Planning, Summer Associate

Senior Consultant, Strategy & Transformation

Pro Bono Consultant

University of Southern California - Marshall School of Business

Duke University

Westlake High School

Recommendations: 3

Strategy

Corporate Development

Mergers & Acquisitions

Competitive Analysis

Strategic Partnerships

Financial Modeling

Valuation

Financial Analysis

Robert Haag

Managing Director

Greater Los Angeles Area

Managing Director

Managing Director - Investment Banking

Head of Corporate Finance

President and CEO

Vice President - High Risk Investments

Hamilton College

Rhodes High School

Allen Stevenson

Recommendations: 2

Lauren Ph.D.

Chief Financial Officer Operations

Greater Los Angeles Area

Chief Financial Officer Operations

Chief Executive Officer

Chief Operating Officer

Investment Banking Summer Analyst

Business Analyst

University of California, Berkeley

Stanford University

UCLA Anderson School of Management

Recommendations: 2

Sagiv Rosano

Executive Managing Director, President

Greater Los Angeles Area

Executive Managing Director, President

Investment Sales

Investment Banking - M&A & Corporate Finance

Company Executive Officer- Senior Lieutenant

IDF Officer School

University of California, Los Angeles

Recommendations: 2

Driving Results

Commercial Real Estate

Negotiation

Shopping Centers

Real Estate

Disposition

Investments

Real Estate Economics

Michael Cohen

Investment Banking Analyst | Mergers & Acquisitions, Capital Raising, and Corp. Development Advisory

Greater Los Angeles Area

Investment Banking Analyst | Mergers & Acquisitions, Capital Raising, and Corp. Development Advisory

Investment Banking Summer and Interim Analyst | Underwriter for IPO & Follow On Transactions

University of Miami - School of Business

Semester at Sea

University of Cattolica

Recommendations: 2

Financial Modeling

Capital Markets

Public Speaking

Investments

Valuation

Microsoft Excel

Finance

Investment Banking

Ryan Grateke, CPA

Manager, Strategy | Disney Media Networks (ABC Television Group)

Greater Los Angeles Area

Manager, Strategy | Disney Media Networks (ABC Television Group)

Investment Banking Senior Associate | Media & Entertainment

Investment Banking Associate | Financial Institutions Group

Head of Hedge Fund Operations

Co-Head of Hedge Fund Operations

Hedge Fund Portfolio Operations Manager

Associate | Audit & Advisory Services

The University of Chicago Booth School of Business

Southern Methodist University - Cox School of Business

Recommendations: 2

Investment Banking

Private Equity

Valuation

Media & Entertainment

Mergers & Acquisitions

Hedge Funds

Investments

Corporate Development

Skyler Smith

Investment Banking Summer Associate

Greater Los Angeles Area

Investment Banking Summer Associate

Acquisitions Associate

Founder and General Manager

Platform Marketplace Manager

Senior Portfolio Manager

University of Southern California - Marshall School of Business

Tufts University

Deerfield Academy

Recommendations: 2

Online Advertising

Digital Media

Digital Strategy

Behavioral Targeting

Entrepreneurship

Ad Networks

Sales

Mobile Advertising

Aaron Sauceda

Strategy Analyst

Greater Los Angeles Area

Strategy Analyst

Valuation Summer Analyst

Investment Banking Analyst Intern

Business Analyst Intern

Investment Banking Summer Analyst

University of California, Berkeley, Haas School of Business

Valencia High School

Recommendations: 2

PowerPoint

Microsoft Excel

Microsoft Office

Fantasy Sports

Microsoft Word

Customer Service

Teamwork

Project Planning

Darwin Valentine

Associate

Greater Los Angeles Area

Associate

Investment Banking Analyst

Value Analyst

Investment Banking Summer Analyst

Resident Assistant 2014-2015

Sciences Po

University of California, Los Angeles

Recommendations: 2

Microsoft Excel

Public Speaking

Microsoft Office

Teamwork

Research

PowerPoint

Analysis

Event Planning

Todd Glickman

Venture Capital Senior Associate

Greater Los Angeles Area

Venture Capital Senior Associate

Summer Associate

Venture Capital Intern

Corporate Development, Strategy & M&A

Private Equity Associate

Investment Banking Analyst

USC Marshall School of Business

University of Wisconsin-Madison

Recommendations: 1

Microsoft Excel

Microsoft Office

Microsoft Word

Capital IQ

PowerPoint

Private Equity

Venture Capital

Investment Banking

t****[email protected]

Phil Quist

Agent Trainee

Greater Los Angeles Area

Agent Trainee

Music Department

Intern

Investment Banking Analyst

Realtor

Summer Analyst

Financial Analyst Intern

Southern Methodist University

Recommendations: 1

Music Industry

A&R

Talent Scouting

Entertainment

Sports Management

Music Publishing

Talent Management

SNL

Vance Chang

Chief Financial Officer

Greater Los Angeles Area

Chief Financial Officer

Investment Banking Analyst

Chief Financial Officer

Senior Auditor

Head of Finance

Business Development Associate

University of Pennsylvania - The Wharton School

University of Washington

Recommendations: 1

Investment Banking

Valuation

Financial Modeling

Private Equity

Corporate Finance

Due Diligence

Capital Markets

Mergers

v****[email protected]

Hugo Dooner

CEO

Greater Los Angeles Area

CEO

Investment Banking Associate

EVP, Head of Consumer Lending Division and Section 16 Officer

The University of Chicago Booth School of Business

UC Santa Barbara

Recommendations: 1

Credit Risk

Financial Analysis

Loans

Portfolio Management

Risk Management

Banking

Credit

Credit Analysis

Quint Miller

Acquisitions Manager

Greater Los Angeles Area

Acquisitions Manager

Principal

Chief Financial Officer

Controller

Associate

Business Analyst

Paralegal

Administrative Manager - Investment Banking

California State University, Northridge

Recommendations: 1

Manufacturing

Leadership

Mergers

Accounting

Management

Mergers & Acquisitions

Finance

Analysis

q****[email protected]

Shritee Birla

Strategy and Business Development

Greater Los Angeles Area

Strategy and Business Development

Content Acquisition

Corporate Development

Investment Banking Analyst

New York University - Leonard N. Stern School of Business

Recommendations: 1

Bloomberg

Bloomberg Terminal

Financial Modeling

Valuation

Investment Banking

Capital IQ

Equity Research

Corporate Finance

Christina Randall

Investment Officer/Investment Committee Member, Alternative Investments

Greater Los Angeles Area

Investment Officer/Investment Committee Member, Alternative Investments

Vice President, Private Equity

Investment Associate, Mezzanine Private Equity

Senior Analyst, Healthcare Investment Banking

Analyst, Technology Investment Banking

University of Pennsylvania - The Wharton School

University of California, Berkeley

Recommendations: 1

Investment Banking

Valuation

Private Equity

Financial Modeling

Mergers & Acquisitions

Investments

Financial Analysis

Due Diligence

c****[email protected]

w****[email protected]

Nathan Tippe

Corporate Development

Greater Los Angeles Area

Corporate Development

Summer Investment Banking Analyst

Investment Banking Analyst

The University of British Columbia

National University of Singapore

Recommendations: 1

n****[email protected]

Lauren Kim

Senior Analyst, Strategy & Business Development

Greater Los Angeles Area

Senior Analyst, Strategy & Business Development

Andover Alumni Blue Key

Investment Banking Analyst, Technology, Media & Telecom

Georgetown University

Phillips Academy

Recommendations: 1

l*****@mail.msb.edu

Shantam Jain

Business Analyst

Greater Los Angeles Area

Business Analyst

Consultant

Investment Banking Summer Analyst (Restructuring)

Corporate Finance Analyst Intern

UCLA

Recommendations: 1

Microsoft Excel

Public Speaking

Teamwork

Research

Financial Analysis

Financial Modeling

Investment Banking

Microsoft Office

Mardo Iknadiossian

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Co-Founder & CFO

Chairman and Chief Investment Officer

Vice President

Summer Analyst

Treasurer/Founding Member

Investment Writer

Investment Banking Analyst Intern

University of California, Santa Barbara

Mount Shasta High School

Recommendations: 1

Fluent in Arabic

Fluent in Armenian

Economics

Financial Analysis

Valuation

Financial Modeling

Portfolio Management

Investments

i****[email protected]

Eddie Galvan

Principal, Investment Banking

Greater Los Angeles Area

Principal, Investment Banking

Vice President, Investment Banking - Financial Sponsors Group

Nuclear Engineer

University of Southern California - Marshall School of Business

University of Southern California

Recommendations: 1

Management

Leadership

Financial Modeling

Valuation

Investment Banking

Financial Analysis

Corporate Finance

Due Diligence

u****[email protected]

Robert Connell

Company Name The Honest Company

Greater Los Angeles Area

Company Name The Honest Company

Director / CFO

Investment Banking Analyst

Student

Summer Analyst for Municipal Securities Group

Fordham University

Chaminade High School

Recommendations: 1

Financial Modeling

Accounting

Microsoft Excel

PowerPoint

Bloomberg Terminal

Investment Banking

Investments

Jaideep Chadha

Company Name Crowe

Greater Los Angeles Area

Company Name Crowe

Financial Representative

Investment Banking Intern

Audit Intern

Summer Analyst

University of Southern California - Marshall School of Business

The Shri Ram School Aravali

Recommendations: 1

Critical Thinking

Statistical Data...

Problem Solving

Online Research

Data Analysis

Microsoft Excel

Microsoft Word

PowerPoint

Jose Achar

Founder and CEO

Greater Los Angeles Area

Founder and CEO

Analyst, Investment Banking Latin America

Intern, Global Corporate and Investment Banking

UCLA Anderson School of Management

Universidad Iberoamericana, Ciudad de México

New York University

Recommendations: 1

Valuation

Investment Banking

Financial Analysis

Mergers & Acquisitions

Equity Capital Markets

Debt & Equity Capital Raising

Valuation Modeling

Financial Modeling

Michael Welch

Managing Director, Investment Banking

Greater Los Angeles Area

Managing Director, Investment Banking

CFO

Chairman - LA Chapter

Chief Financial Officer

CFO

University of Southern California - Marshall School of Business

Recommendations: 1

Investor Relations

Mergers

Financial Planning

Strategic Planning

Corporate Treasury

Due Diligence

Financial Management

Corporate Development

Terence Tao

Senior Investment Manager

Greater Los Angeles Area

Senior Investment Manager

Member

Investment Associate

Fixed Income & Commodities - Public Financing Intern

Investment Banking Summer Analyst

University of Southern California

Sun Yat-Sen University

Recommendations: 1

Designs

Pro Forma Development

Financial Analysis

Data Analysis

Transportation Planning

Real Estate Development

Photoshop

PowerPoint

Sarra Zayani

Associate | Growth Equity & Investment Banking

Greater Los Angeles Area

Associate | Growth Equity & Investment Banking

Associate | Private Equity

Harvard Business School

HEC School of Management

Lycée Louis le Grand

Recommendations: 0

Financial Modeling

Valuation

Corporate Finance

LBO

Investment Banking

Private Equity

Emerging Markets

Venture Capital

Hassan (Haas) El-Farra

Investment Banking Associate

Greater Los Angeles Area

Investment Banking Associate

Hedge Fund Trader

Risk Management & Trading

Head Trader

Vice President of Equity & Derivative Trading

Equity Trader - New York Stock Exchange

Recommendations: 0

Hedge Funds

Portfolio Management

Trading

Equities

Bloomberg

Financial Modeling

Options

Equity Trading

h****[email protected]

Alex Heikali

Investment Banking Analyst - Industrials Mergers & Acquisitions

Greater Los Angeles Area

Investment Banking Analyst - Industrials Mergers & Acquisitions

Investment Banking Summer Analyst - Mergers & Acquisitions

Investment Banking Summer Analyst

Private Wealth Management Intern

Cornell University

Milken Community High School

Recommendations: 0

Capital IQ

Financial Modeling

Valuation

Bloomberg

DCF

Corporate Finance

Economics

Bloomberg Terminal

a*****@cornell.edu

Abelardo Gutierrez

Equity Research Associate

Greater Los Angeles Area

Equity Research Associate

Investment Banking Analyst

Staff Writer

Investment Banking Summer Analyst

Spring Analyst

Financial Services Group Intern

New York University, Stern School of Business

Recommendations: 0

Spanish

German

Microsoft Excel

Financial Modeling

Mathematics

Writing

Finance

Corporate Finance

Jordan Wolfe

Senior Associate

Greater Los Angeles Area

Senior Associate

Associate

Investment Banking Analyst

Analyst

President

University of California, Santa Barbara

Recommendations: 0

Tara Arens

Associate

Greater Los Angeles Area

Associate

Investment Banking Analyst

Business Analyst

University of St. Thomas

Bond University

Recommendations: 0

Mergers & Acquisitions

Investment Banking

Sell Side

Valuation

Mergers

Financial Modeling

Investments

Financial Analysis

t****[email protected]

Adam Rashbaum

Associate

Greater Los Angeles Area

Associate

Product Analyst

Strategy Analyst

Investment Banking Analyst - Equity Capital Markets

Indiana University - Kelley School of Business

Recommendations: 0

Bloomberg

Microsoft Excel

SQL

PowerPoint

Equities

Creative Strategy

Equity Capital Markets

FactSet

Phil Scully

Equity Research

Greater Los Angeles Area

Equity Research

Investment Banking Associate

Division Head, Financial Services Group

Equity Options Analyst

Portfolio Analyst

Georgetown University

Kenyon College

Recommendations: 0

Financial Services

Bloomberg

Equity Research

Investment Management

Emerging Markets

VBA

Equities

Fixed Income

Meg Wilson

Executive Recruiter

Greater Los Angeles Area

Executive Recruiter

Investor Relations

Investment Banking

University of Southern California

Marin Catholic High School

Recommendations: 0

Mergers & Acquisitions

Strategic Partnerships

Strategy

Marketing

Finance

Start-ups

Strategic Planning

Leadership

Courtney Lischke

Business Development, YouTube

Greater Los Angeles Area

Business Development, YouTube

Content Partnerships, Entertainment, YouTube

Product Marketing Manager

Product Marketing Manager, EMEA

Financial Business Consultant

Consultant, Strategy and Business Development

Investment Banking Analyst, M&A and Corporate Finance

Analyst, Technology Angel Fund Division

London Business School

Stanford University

Recommendations: 0

c****[email protected]

Jillian Jaccard

VP Business Development

Greater Los Angeles Area

VP Business Development

Institutional Sales

Investment Banking

Financial Analyst

Founder/Partner

Transaction Services

Sales

Loyola Marymount University

Recommendations: 0

Financial Modeling

Investments

Finance

Financial Analysis

Peer-to-peer

Crowdfunding

Real Estate

Direct Lending

Eric Riley

Vice President, Investment Management Division

Greater Los Angeles Area

Vice President, Investment Management Division

Director, Chief Operating Officer

Vice President, Investment Banking

Associate, Investment Banking

Associate, Leveraged Finance

London Business School

University of Southern California

Loyola High School

Recommendations: 0

Kevin Panzica

Vice President

Greater Los Angeles Area

Vice President

Director of Finance

Director, Project Finance

Executive Director, Structured Finance

Vice President

Investment Banking Officer

Senior Associate

Senior Analyst

Boston College

SUNY at Buffalo

Recommendations: 0

Due Diligence

Structured Finance

Renewable Energy

Project Finance

Solar Energy

Financial Structuring

Financial Modeling

Financial Analysis

k****[email protected]

Eric Cox

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Analyst Intern

University of Southern California - Marshall School of Business

Recommendations: 0

Daniel Hakimi

Director

Greater Los Angeles Area

Director

President

Investment Banking Analyst

Business and Government Affairs Associate

Legal Clerk

University of Southern California - Marshall School of Business

National University of Singapore

Recommendations: 0

Mergers

Strategy

Private Equity

Financial Modeling

Due Diligence

Litigation

Financial Analysis

Leadership

Harshith Ramesh

Associate

Greater Los Angeles Area

Associate

Business Development

Manager, Premium Services

Senior Business Analyst

Analyst, Technology Investment Banking

University of Pennsylvania - The Wharton School

Tulane University

Tulane University - A.B. Freeman School of Business

Recommendations: 0

Investment Banking

Portfolio Management

Business Development

Financial Modeling

Valuation

Corporate Finance

Mergers

Due Diligence

h****[email protected]

Benjamin Hohl

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Professional Water Polo Player

National Team Member

Investment Banking Summer Analyst

Team Member

Summer Analyst

Summer Research Assistant

Assistant Coach

University of California, Los Angeles

Menlo School

Recommendations: 0

b*****@ucla.edu

Jason Ton

Finance Director (Esports and Merch)

Greater Los Angeles Area

Finance Director (Esports and Merch)

Chief Financial Officer

Investment Banking Associate

Corporate Development

Recommendations: 0

Investment Banking

Mergers

Valuation

Financial Modeling

Debt

Media

Entertainment Industry

Ellie Goodman

Senior Analyst, Strategy & Business Development

Greater Los Angeles Area

Senior Analyst, Strategy & Business Development

Investment Banking Analyst

Intern

University of Virginia

Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften

Recommendations: 0

Kamden Burke

Advisory Board Member

Greater Los Angeles Area

Advisory Board Member

Founder & CEO

Associate | Wealth Management

Junior Partner | Investment Banking

Recommendations: 0

k****[email protected]

Rob Teahen

Investment Analyst

Greater Los Angeles Area

Investment Analyst

Investment Banking - Energy and Project Finance

Wharton School, University of Pennsylvania

University of Iowa

Recommendations: 0

Financial Modeling

M&A experience

Emerging Markets

Investment Banking

Hedge Funds

Investment Management

Equity Research

Distressed Debt

Alexander Boutyrski

Investment Banking Analyst - Public Finance

Greater Los Angeles Area

Investment Banking Analyst - Public Finance

Analyst

Intern

Founder

University of Southern California - Marshall School of Business

Recommendations: 0

Investments

Valuation

Investment Banking

Corporate Finance

Financial Analysis

Financial Modeling

Finance

Banking

Mark Seager

Oaktree Capital Management, L.P.

Greater Los Angeles Area

Oaktree Capital Management, L.P.

J.P. Morgan

Investment Banking Summer Analyst

Intern

Amherst College

East China Normal University

Phillips Exeter Academy

Recommendations: 0

Investment Banking

Financial Modeling

Valuation

Alternative Investments

Capital Markets

Real Estate

Muhammad Shahzad

Chief Financial Officer

Greater Los Angeles Area

Chief Financial Officer

Chairman of the Board

Senior Vice President, Finance

Vice President, Investment Banking

Consultant, Strategy Group

University of Pennsylvania - The Wharton School

University of California, Los Angeles - The Anderson School of Management

Recommendations: 0

Financial Modeling

Valuation

Financial Analysis

Investment Banking

Corporate Finance

M&A experience

Due Diligence

Equity Valuation

Eirini Schlosser

Young Leaders Circle

Greater Los Angeles Area

Young Leaders Circle

Industrial Investment Banking

London Business School

The Ohio State University - The Max M. Fisher College of Business

Walsh Jesuit High School

Recommendations: 0

Valuation

Corporate Finance

Due Diligence

Mergers & Acquisitions

Financial Analysis

Equity Research

Mergers

Investment Banking

Effie Epstein

Strategy Associate

Greater Los Angeles Area

Strategy Associate

Investment Banking (Global Energy and Power)

Vice President of Business Development and Strategy

Harvard Business School

The University of Texas at Austin - The Red McCombs School of Business

Recommendations: 0

Negotiation

Financial Modeling

Financial Analysis

Corporate Development

Mergers & Acquisitions

Strategic Planning

Valuation

Private Equity

Alex Vezendan

Analyst

Greater Los Angeles Area

Analyst

Research Analyst

Fall Analyst

Family Office Consultant

Investment Banking Analyst

University of Kansas

Recommendations: 0

Financial Modeling

Equities

Fixed Income

Finance

Investment Banking

Venture Capital

Alternative Investments

Private Equity

Matthew Wilson

Investment Analyst

Greater Los Angeles Area

Investment Analyst

Analyst

Investment Banking Analyst

Stanford University

The University of Texas at Austin

Recommendations: 0

w****[email protected]

Ian Holkey

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Oil & Gas Investment Banking Analyst

Investment Banking Intern

Finance and Strategy Intern

Investment Banking Summer Analyst

UBS Asset Management Intern

Business Development Intern

Auxiliary Services

University of Southern California

Recommendations: 0

Investment Banking

Financial Modeling

Excel

Data Analysis

C++

Capital IQ

Valuation

Java

i****[email protected]

Alex Patil

Managing Director

Greater Los Angeles Area

Managing Director

Investment Banking Analyst

Managing Director

University of Southern California - Marshall School of Business

Recommendations: 0

Financial Modeling

Financial Analysis

Valuation

Corporate Finance

Private Equity

Investments

Due Diligence

Finance

Jesse Adams

COO | CFO

Greater Los Angeles Area

COO | CFO

Advisor

Vice President of Ad Operations & Analytics

Director of Corporate Development

Investment Banking - Associate

University of Delaware

Quince Orchard HS

Recommendations: 0

Strategy

Start-ups

Mergers & Acquisitions

Financial Modeling

Digital Media

Business Development

Online Advertising

Product Management

j*****@cludeme.com

Nic Poulos

Investment Banking Analyst, Internet Group

Greater Los Angeles Area

Investment Banking Analyst, Internet Group

Manager, Strategy

Princeton University

The Branson School

Recommendations: 0

Venture Capital

Market Analysis

Financial Modeling

Private Placements

Mergers

New Business Development

Data Analysis

Strategy Development

n****[email protected]

Artemis (Yijing) Shen

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

Summer Analyst

Investment Banking Summer Analyst

Managing Director

Research Analyst

Student Manager & Research Analyst

Summer Analyst

Claremont McKenna College

Scripps College

Northfield Mount Hermon

Shanghai Foreign Language School

Recommendations: 0

Investment Banking

Stata

Valuation

Bloomberg

SPSS

Capital IQ

Corporate Finance

Statistics

y****[email protected]

Dennis Kawachi

Senior Vice President - Corporate Development

Greater Los Angeles Area

Senior Vice President - Corporate Development

Houlihan Lokey

Investment Banking Summer Associate

Senior Teaching Associate

UCLA Anderson School of Management

University of the Witwatersrand

University of California, Los Angeles

Recommendations: 0

Investment Banking

Mergers

Venture Capital

Mezzanine

Private Equity

Mergers & Acquisitions

Acquisitions

Strategy

Erik Bullock

Senior Associate

Greater Los Angeles Area

Senior Associate

Accountant

Finance Intern

Vice President of Investment Banking

Penn State University

Robert Morris University

Recommendations: 0

Accounting

Financial Analysis

Financial Reporting

Accounts Payable

Internal Controls

Accounts Receivable

Account Reconciliation

Variance Analysis

Larry J. Schmill

Investment Banking Associate

Greater Los Angeles Area

Investment Banking Associate

Summer Associate - Investment Banking

Infantry Officer, Captain

University of Southern California - Marshall School of Business

University of San Diego

Recommendations: 0

Teamwork

Risk Management

Investments

Portfolio Management

Military

Investment Banking

Financial Modeling

Leadership

Nick Sternberg

Vice President - Investment Banking

Greater Los Angeles Area

Vice President - Investment Banking

Chief Operating Officer

Partner - Creo Capital Partners

Auditor

Managing Partner

Associate - Investment Banking

Columbia University - Columbia Business School

University of Cape Town

Recommendations: 0

n*****@creocapitalpartners.com

Alim Kassam

Chief Executive Officer

Greater Los Angeles Area

Chief Executive Officer

President

Chief Executive Officer

Senior Credit Analyst

Investment Analyst

Investment Banking Analyst

University of California, Los Angeles

Recommendations: 0

Private Equity

Investments

Finance

Investment Banking

Valuation

Funding

Portfolio Management

Mortgage Lending

a*****@ramacapital.com

David Berman

Senior Managing Director - Head of Gaming, Lodging & Leisure Group

Greater Los Angeles Area

Senior Managing Director - Head of Gaming, Lodging & Leisure Group

Founder and CEO

Managing Director, Head of Gaming, Lodging & Leisure Investment Banking

Managing Director

Harvard Business School

University of Southern California

Recommendations: 0

Gaming

Lodging

Real Estate

Casino

Capital

Razi Zaidi

Investment Banking Senior Analyst

Greater Los Angeles Area

Investment Banking Senior Analyst

Investment Banking Summer Analyst

Investment Banking Analyst Intern

Venture Capital Analyst Intern

Business Development Intern

University of California, Los Angeles

Recommendations: 0

Microsoft Office

Customer Service

Microsoft Excel

Microsoft Word

Statistics

Research

PowerPoint

Public Speaking

z****[email protected]

Kristin Godfrey

VP of Talent & Organization

Greater Los Angeles Area

VP of Talent & Organization

Head of Talent

Recruiter

Director, Technical Recruiting

Partner

Investment Banking Analyst

Claremont McKenna College

Mercer Island High School

Recommendations: 0

o****[email protected]

Anand Murthy

Investment Banking Analyst

Greater Los Angeles Area

Investment Banking Analyst

CFO

Partner

CFO

University of Southern California

Recommendations: 0

Mergers & Acquisitions

Financial Analysis

Valuation

Corporate Finance

Financial Modeling

Louisa Chen

Chief Financial Officer

Greater Los Angeles Area

Chief Financial Officer

Vice President, Institutional Distribution

Vice President, Private Capital Markets

Associate, Leveraged Finance

Analyst, Investment Banking

Associate, Private Debt

The University of Chicago - Booth School of Business

University of Pennsylvania

Recommendations: 0

Investment Banking

Leveraged Finance

Valuation

Capital Markets

Private Equity

Fixed Income

Financial Modeling

Corporate Finance

Louisa C.

Associate, Leveraged Finance

Greater Los Angeles Area

Associate, Leveraged Finance

Vice President, Institutional Distribution

Analyst, Investment Banking

Chief Financial Officer

Analyst, Investment Banking

Chief Financial Officer

Associate, Private Debt

Vice President, Private Capital Markets

Associate, Leveraged Finance

The University of Chicago - Booth School of Business

University of Pennsylvania

Recommendations: 0

Andrew Kupiec

Senior Business Intelligence Engineer

Greater Los Angeles Area

Senior Business Intelligence Engineer

Technical Product Manager

Prototyping & Performance Metrics - Data Engineer

Investment Banking Analyst, Healthcare Coverage

Clinical Research Intern

University of Southern California

National University of Singapore

Recommendations: 0

Investment Banking

Equities

Bloomberg

Valuation

Financial Modeling

Jessica Zestar-Postrk

Senior Director, Corporate Strategy

Greater Los Angeles Area

Senior Director, Corporate Strategy

Engagement Manager

Investment Banking Analyst

Process Engineer

Sr Business Analyst

Business Analyst

Compliance Analyst

Sr Associate

Associate

Vice President, Business Activation / Business Operations

Harvard Business School

University of Pennsylvania - The Wharton School

University of Pennsylvania

Recommendations: 0

z****[email protected]

Kate Armstrong

Private Equity Associate

Greater Los Angeles Area

Private Equity Associate

Investment Banking Analyst

Investment Banking Summer Analyst

University of Southern California

Recommendations: 0

Microsoft Excel

Business Analysis

Research

Microsoft Office

Strategic Planning

Mathematical Analysis

Econometrics

Economic Research

k****[email protected]

Brandon Lawrence

Agent Trainee

Greater Los Angeles Area

Agent Trainee

TV Literary Assistant

Analyst, Financial Planning & Analysis: USA Network

Investment Banking Analyst

Investment Banking Summer Analyst

Summer Analyst

Morehouse College

Peking University

Recommendations: 0

Partnerships

Strategic Financial Planning

Television

Digital Media

Script Coverage

Strategic Partnerships

Investment Banking

Valuation