KPMG Corporate Finance
Industry: Company
DescriptionParent organization: KPMG LLP Subsidiaries: St. Charles Capital, LLC, Ewing Bemiss & Co., KPMG CF Realty LLC
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KPMG Corporate Finance Employees
Pavilion Financial Corporation February 2008 - Present
PGNX Capital Corp. September 2012 - December 2014
Canterbury Park Capital January 2008 - December 2014
KPMG Corporate Finance January 2001 - January 2008
Education
University of Manitoba 1996 — 1999
B.Comm (Hons), Finance / Accounting
Chartered Accountant
Chartered Business Valuator
KPMG Corporate Finance February 2014 - Present
PI Financial Corp. July 2010 - February 2014
The Bowra Group Inc. November 2008 - May 2010
Three Fixed Term Contracts in London, UK September 2007 - August 2008
BDO Canada October 2006 - August 2007
Deloitte Canada September 2004 - September 2006
Education
Canadian Institute of Chartered Business Valuators 2008 — 2011
CBV, Business Valuation
Canadian Institute of Chartered Accountants 2004 — 2007
CA, Accounting
The University of British Columbia 2003 — 2004
Diploma in Accounting, Accounting
McGill University 1998 — 2002
Bachelor of Commerce, Finance, Marketing
MAKE UP FOR EVER January 2015 - May 2015
KPMG Corporate Finance January 2014 - June 2014
Coface North America January 2013 - June 2013
Air France June 2012 - July 2012
Skills
Financial Analysis, Valuation, Corporate Finance, DCF Valuation, Entrepreneurship, Financial Reporting, Risk Assessment, Microsoft Office
Education
Boston University 2014 — 2015
Master's Degree, Financial Economics, GPA: 3.83
Audencia Nantes Ecole de Management 2011 — 2015
Master in Management, Finance, General
Classe preparatoire Saint-Jean-de-Passy 2009 — 2011
Lycée Paul Langevin
KPMG Corporate Finance October 2014 - Present
KPMG Corporate Finance September 2013 - October 2014
KPMG Hungary May 2013 - September 2013
Central European Startup Awards January 2013 - May 2013
Motorola Solutions September 2012 - March 2013
Metro Cash and Carry March 2012 - September 2012
AIR - Association for International Relations August 2011 - August 2012
Skills
Microsoft Office, Wordpress, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Communications, Marketing Strategy, Financial Analysis, Social Media, Business Strategy, Finance, Mergers & Acquisitions, Strategy, Financial Modeling, Analysis, Corporate Finance, Market Research
Education
Budapest Corvinus University 2011 — 2013
Master of Science (MS), Business Developement
Rotterdam School of Management, Erasmus University 2009 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Budapest Corvinus University 2007 — 2010
Bachelor of Arts (BA), Public Economics
Pagemill Partners April 2015 - Present
KPMG Corporate Finance January 2014 - March 2015
St. Charles Capital January 2014 - June 2014
MB Financial Bank June 2013 - December 2013
Brady Ware Capital May 2012 - June 2013
Skills
Corporate Finance, Financial Analysis, Investments, Financial Accounting, Mergers & Acquisitions, Investment Banking, Financial Modeling, Economics, Business Valuation, Due Diligence, Private Equity, Finance, Valuation, Banking
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Finance
Wright State University 2011 — 2012
Bachelor of Science in Business, Finance
University of Colorado at Colorado Springs
Dolby Laboratories 2014 - Present
Zoosk 2013 - 2014
Keynote Systems 2010 - 2013
Actuate 2007 - 2010
KPMG Corporate Finance 2006 - 2007
Pacific Point Mortgage and Realty 2005 - 2006
Skills
Account Reconciliation, Revenue Recognition, GAAP, Accounting, SAB 104, Microsoft Excel, Financial Analysis, Outlook, Access, PeopleSoft, QuickBooks, Microsoft Word, Solomon, EITF 08-01, EITF 00-21, SOP 97-2, BESP, Adobe Acrobat, PowerPoint, VSOE, NetSuite, 1099's, 3921's, 571-L
Education
San Francisco State University 2002 — 2006
BA, Corporate Finance
Meridian Medical Technologies, Inc., a subsidiary of Pfizer Inc. 2012 - Present
King Pharmaceuticals, Inc. (acquired by Pfizer Inc.) 2004 - 2011
Baxter International 2001 - 2003
Celera Corporation (a subsidiary of Quest Diagnostics) 2000 - 2001
Advest, Inc. (acquired by Bank of America) 1996 - 2000
KPMG Corporate Finance 1992 - 1996
PerkinElmer 1987 - 1992
Skills
Pharmaceutical Industry, Drug Delivery, Biotechnology, Technology Transfer, Lifesciences, Medical Devices, FDA, Clinical Trials, Commercialization, Regulatory Affairs, Licensing, Cross-functional Team..., Validation, Biopharmaceuticals, Business Development, Pharmaceutical Sales, Pharmaceutics, Business Planning, Healthcare, Corporate Development, Drug Development, Market Analysis, Managed Care, Global Marketing, Sales Effectiveness, Market Access, Market Development, Management, Strategic Alliances, Life Sciences, Hospital Sales
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA
HP Enterprise Security Services January 2013 - Present
HP Enterprise Security Services September 2011 - January 2013
Hewlett Packard 2008 - September 2011
EDS Corporation October 2006 - October 2008
JPMorgan Cazenove September 2004 - October 2006
KPMG Corporate Finance August 2000 - September 2004
Skills
Mergers, Corporate Development, Business Strategy, Due Diligence, Financial Modeling, Outsourcing, Business Transformation, Management Consulting, Financial Analysis, Strategy, Corporate Finance, Venture Capital, Management, Mergers & Acquisitions, Risk Management, Restructuring, Investment Banking, Governance, Executive Management, Business Planning, Security, Integration, Leadership, Business Development, Strategic Partnerships, Strategic Planning
Education
London Business School 2008 — 2010
MBA, MBA
Copenhagen Business School 2000 — 2000
Bachelor's degree, Economics and Finance
The University of Sheffield 1997 — 2000
BA, Economics
Handelshøjskolen i København 1999 — 1999
Bachelor's degree, Economics & Finance
RF Gestion Conseil Inc. February 2008 - Present
Groupe Reso International Corp. 2012 - 2012
Phytoderm Inc. November 2005 - February 2008
Dutailier Inc. August 1998 - March 2004
KPMG Corporate Finance May 1996 - August 1998
KWay Canada Inc. May 1987 - April 1996
Phytoderm Inc. November 1984 - April 1987
Orbit Canada April 1976 - October 1984
Skills
Management, Planification..., Coaching, Stratégie marketing, Marketing, Stratégie commerciale, Consulting en management, Français, Change Management, Service client
Education
1974 — 1976
MBA, Finances, administration
TesoRx Pharma, LLC April 2010 - Present
Kempton Investments October 2008 - Present
Litigation Services July 2012 - December 2012
Alexander Gallo Holdings December 2009 - September 2011
The Thomson Corporation September 2006 - October 2008
LiveNote February 2002 - September 2006
AccountMate Software January 2000 - August 2001
KPMG Corporate Finance 1994 - 2000
Skills
Litigation Support, Litigation, Legal Assistance, Intellectual Property, Contract Negotiation, Pharmacueticals, Biotechnology, Investment Banking, Courts, Trials, Mergers, Corporate Law, LiveNote, Arbitration, Depositions, Mergers & Acquisitions, SaaS, Enterprise Software, Entrepreneurship, Strategy, Leadership, Document Review, Civil Litigation, Licensing, Employment Law, Commercial Litigation, Notary Public, Management, Medical Malpractice, Patents, Court Reporting, Project Management, Litigation Management, Business Development, Legal Writing, Document Management, Legal Research, Mediation, Selling, Bankruptcy, Sales Management, Computer Forensics, Joint Ventures, Due Diligence, Venture Capital, Corporate Governance, Start-ups, Corporate Development, Private Equity, Patent Litigation
Education
University of Johannesburg 1991 — 1997
B.Com / Honours Degree / Masters in Financial Management, Accounting, Economics, Corporate Law, Financial Management
Northern Trust Securities December 2007 - January 2009
KPMG Corporate Finance November 1999 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Series 7, Series 24, Series 27, CPA
Education
University of Oklahoma 1984 — 1987
Bachelor of Science (B.S.), Accounting
Baylor University
BearingPoint September 2013 - Present
APAIR - Academic Project for Austrian and International Relations February 2010 - Present
IBM September 2010 - July 2013
IBM Switzerland January 2013 - April 2013
Homburg & Partner April 2010 - August 2010
KPMG Corporate Finance March 2009 - April 2009
StuCon Junior Enterprise 2009 - 2009
DB Schenker July 2008 - October 2008
Raiffeisen Bank International AG, February 2007 - July 2007
Skills
Management Consulting, Business Strategy, Entrepreneurship, Start-ups, Strategy, IT Strategy, Business Transformation, Business Analysis, Change Management, Project Management, Marketing Strategy, Business Intelligence, IT Sourcing, Sourcing Advisory, International Business, German, English, Consulting, Management, Outsourcing
Education
International Management Center Krems 2005 — 2009
Master's degree, Economics
Universidad de Guadalajara
International Economics
Wirtschaftsuniversität Wien
Business Administration and Management, General
Krismark Holdings ULC January 2014 - Present
Wakefield Canada Inc. October 2009 - December 2013
Cole & Partners June 2008 - September 2009
Wakefield Canada Inc. September 2005 - May 2008
KPMG Corporate Finance January 2001 - August 2005
United Grain Growers January 1998 - December 2000
Skills
Business Planning, Business Development, Finance, Competitive Analysis, Key Account Management, Financial Analysis, Strategy, Corporate Development, Sales Process, Inventory Management, Change Management, Financial Reporting, Accounting, Contract Negotiation, Operations Management, Business Valuation, Team Building, Project Management, Business Strategy, Process Improvement, Brand Management, Sales Management, Product Development, B2B, Retail, Selling, Budgets, Cross-functional Team..., Sales Operations, Supply Chain, Market Analysis, Account Management, Marketing Strategy, Sales, Customer Retention, Management, Risk Management, New Business Development, Divestitures, Business Analysis, Team Leadership, Market Research, Forecasting, Negotiation, Supply Chain Management, Pricing, Marketing, Leadership, Product Marketing, Analysis
Education
University of Manitoba 1994 — 1997
Bachelor of Commerce (Honours), Finance
Chartered Business Valuator (CBV)
Chartered Financial Analyst (CFA)
Larrikin Entertainment September 2012 - Present
UBS Investment Bank February 2010 - September 2012
Herbert Smith Freehills March 2008 - February 2010
Sullivan & Cromwell LLP September 2006 - February 2008
KPMG Corporate Finance November 2006 - February 2007
Skills
Data Analysis, Capital Markets, M&A experience, Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Equity, Strategy, Business Strategy, Capital Raising, Corporate Finance, Due Diligence, Management, Business Development, New Business Development, Competitive Analysis, Leadership, Strategic Planning, Marketing Strategy
Education
Monash University 2002 — 2007
Bachelor of Commerce (BCom), Accounting and Finance, High Distinction
Monash University 2002 — 2007
Bachelor of Laws (LLB), Law, Honours
KPMG Deal Advisory 2013 - Present
KPMG Corporate Finance 2011 - 2013
KPMG Deal Advisory 2008 - 2011
Skills
Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Accounting, Investment Banking, Strategy, Valuation, Competitive Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Master in Professional Accounting
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
Bachelor of Business Administration, Accounting, Finance
Minnesota State University, Mankato
Concord Marketing Solutions December 2009 - Present
Abacus Business Leaders, LLC December 2008 - Present
Cadence, Inc. March 2009 - October 2010
Club Colors, Inc. December 1995 - November 2008
KPMG Corporate Finance August 1993 - December 1995
Citicorp September 1990 - August 1993
Skills
Corporate Branding, Promotional Products, Corporate Finance, Marketing Communications, M&A experience, Private Equity, Global Marketing, Global Sourcing, Business Planning, Corporate Gifts, Direct Marketing, Marketing, Sales, Leadership, Management, Entrepreneurship, Contract Negotiation, Strategy, Mergers & Acquisitions, New Business Development, Start-ups, Executive Management, Business Strategy, Program Management, Cross-functional Team...
Education
University of Notre Dame 1986 — 1990
BBA, Finance
Vancouver School Board November 2012 - Present
Simon Fraser University May 2012 - November 2012
2010 Games Operating Trust January 2006 - May 2012
Municipality of Whistler February 1999 - December 2011
Resort Municipality Of Whistler February 1999 - April 2008
KPMG Corporate Finance January 1997 - November 1998
KPMG Audit & Accounting September 1992 - January 1997
KPMG Australia 1995 - 1995
Skills
Leadership, Strategic Planning, Financial Analysis, Change Management, Budgets, Strategy, Management, Forecasting, Finance, Strategic Financial..., Mergers & Acquisitions, Corporate Finance, Project Planning, Project Management, Financial Accounting, Financial Reporting, Risk Management, Financial Modeling, Accounting, Government, Financial Planning, Media Relations, Corporate Communications, Team Building, Policy, Coaching, Auditing, ERP, Internal Controls, Government Liaison, Treasury, Systems Analysis, Contract Negotiation, Negotiation, Human Resources, Executive Management, Business Process..., Restructuring, Investments, Valuation, Financial Statements, Managerial Finance, IFRS, Financial Risk, FP&A Financial Planning..., CFO Chief Financial..., Public Speaking, Analysis, Budgeting, PeopleSoft
Education
Canadian Institute of Chartered Accountants 1990 — 2015
CA Chartered Accountant ♦ Articled with KPMG Chartered Accountants, Chartered Accountant
Canadian Securities Institute 2000 — 2000
Honours, Finance, Treasury
Simon Fraser University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Computer Science
Headwaters MB June 2014 - Present
Mesirow Financial November 2010 - May 2014
KPMG Corporate Finance April 2010 - October 2010
KPMG Advisory September 2008 - March 2010
Ernst & Young April 2007 - May 2007
Crowe Chizek & Co. LLC May 2006 - August 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Market Research, Valuation, Due Diligence, Mergers, Accounting, Private Placements, Securities, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, ThomsonOne, Mergers & Acquisitions, LBO, M&A experience
Education
Indiana University - Kelley School of Business 2007 — 2008
MBA, Accounting/Finance
Indiana University - Kelley School of Business 2003 — 2007
BS, Accounting
Onex August 2012 - July 2014
Credit Suisse July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
KPMG Corporate Finance May 2008 - August 2008
Mahmoud Virani Inc. May 2007 - August 2007
Skills
Accounting, Due Diligence, Venture Capital, Financial Reporting, Data Analysis, Hedge Funds, Portfolio Management, Derivatives, Corporate Finance, Valuation, Capital IQ, Business Strategy, Management Consulting, Investment Banking, Financial Modeling, Fixed Income, Business Valuation, Business Analysis, Finance, Analysis, Corporate Development, Emerging Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
CFA Institute 2010 — 2012
Chartered Financial Analyst
Queen's University 2006 — 2010
Honours Bachelor of Commerce, Finance
Canadian Securities Institute 2007 — 2007
Canadian Securities Certificate
Collingwood School 1997 — 2005
High School
The Kaplan Group January 2002 - Present
DKAM Consulting, Inc. September 1991 - Present
UrFilez June 2009 - July 2011
Serial Port Memory Technology September 2006 - October 2010
Beatnik, Inc. January 2001 - July 2008
Vidomi 2000 - 2002
Xing Technology, Inc 1998 - 1999
KPMG Corporate Finance 1984 - 1991
Skills
Negotiation, Debt Collection, Mergers, Business Planning, Financial Analysis, Start-ups, Collections, Commerical Transactions, Finance, Strategic Planning, Mergers & Acquisitions, Business Development, Corporate Finance, Management, Analysis, New Business Development, Consulting, Credit, Strategic Partnerships, Small Business, Financial Modeling, Strategy, Sales, Due Diligence, Venture Capital, Portfolio Management, Risk Management
Education
The University of Chicago 1980 — 1982
MBA, Finance
Claremont McKenna College 1977 — 1981
BA, Economics
Lux Development Consulting LLC January 2015 - Present
Preferred Hotel Group November 2013 - February 2015
Luxury Real Estate and Hospitality Consultant, Speaker and Published author April 2013 - November 2013
Yoo December 2011 - April 2013
K Group International Development Argentina SRL June 2010 - December 2011
Bullrich SA July 2007 - June 2010
cushman & wakefield November 2006 - July 2007
KPMG CORPORATE FINANCE September 2000 - July 2005
Free lance consulting January 1997 - September 2000
ing 1994 - 1997
Skills
Real Estate, Mergers, Business Development, Financial Advisory, Institutions, Real Estate Development, Investments, Real Estate Economics, Business Strategy, Marketing Strategy, Internal Communications, International Product..., Press, Negotiation, Management, Mergers & Acquisitions, Marketing, Finance, Strategic Planning, Strategy, Valuation, Portfolio Management, Business Planning, Private Equity, Feasibility Studies
Education
University of Miami - School of Business 1986 — 1991
bba, Finance
University of Miami - School of Business 1986 — 1991
mba, finance, international business
Gulliver Preparatory School 1983 — 1985
bachelor, high school
WestRock Company July 2006 - Present
Rock-Tenn Company May 2013 - October 2014
Rock-Tenn Company September 2010 - May 2013
Rock-Tenn Company December 2008 - September 2010
Rock-Tenn Company July 2006 - December 2008
Propex Inc. 2002 - 2006
KPMG Corporate Finance 2000 - 2002
SunTrust Robinson Humphrey 1997 - 2000
Skills
Forecasting, Financial Modeling, Financial Analysis, Corporate Finance, Cash Management, Process Improvement, Risk Management, Mergers & Acquisitions, Treasury, Finance, Strategic Planning, Internal Controls, Accounting, Financial Reporting
Education
Emory University - Goizueta Business School 1995 — 1997
MBA, Finance, General
Vanderbilt University 1989 — 1993
BA, Economics, Political Science
Plante Moran August 2015 - Present
Plante Moran July 2012 - Present
Plante Moran July 2012 - August 2015
Blackman Kallick Plante Moran June 2005 - June 2012
Blackman Kallick Plante Moran December 2001 - June 2012
KPMG Corporate Finance 2000 - 2001
CNA Insurance 1996 - 2000
The Focus Group and Affiliates 1994 - 1996
Skills
Mergers & Acquisitions, Business Valuation, Due Diligence, Finance, Corporate Finance, Financial Modeling, Investments, Accounting, Business Planning, Mergers, Strategic Planning, Financial Analysis, Management Consulting, Private Equity, Financial Reporting, Acquisitions, Leadership, Strategic Financial..., Equities, Financial Planning, Venture Capital, Capital Markets, Financial Accounting, Investment Banking, Negotiation, Strategy, International Business
Education
University of Illinois at Chicago 1991 — 1993
MBA, Finance
University of Illinois at Chicago 1991 — 1993
MA, Economics
Renmin University of China 1987 — 1991
BS, International Finance
Renda Fu
Rexall July 2014 - Present
Siemens Audiology December 2013 - July 2014
Siemens Hearing Instruments, Inc. October 2008 - December 2013
Sonova Holding January 2007 - October 2008
Shoppers Drug Mart January 2004 - January 2008
Price Waterhouse Coopers January 2002 - January 2004
KPMG Corporate Finance December 2000 - January 2002
Price Waterhouse Coopers August 1997 - December 2000
Skills
Corporate Finance, Business Strategy, Valuation, Mergers & Acquisitions, Due Diligence, Strategy, Business Valuation, Business Development, Finance, Cash Flow Forecasting, Business Planning, Financial Modeling, Start-ups, Strategic Planning, Financial Analysis, Management Consulting, Forecasting, Venture Capital
Education
University of Toronto 1994 — 1997
Master of Applied Sciences, Civil Engineering
University of Manitoba 1988 — 1993
Bachelor, Industrial Engineering
Diliberto Real Estate Services LLC 1992 - Present
RealEstateAuctionsINC.com March 2012 - Present
KPMG Corporate Finance 2007 - 2009
Inland Real Estate Auctions, Inc. June 2001 - June 2008
Skills
Deal Structure, Real Estate, Real Estate Investment, Real Estate Transactions, Investment Properties, Brokerage, Investors, REO, Dispositions, Negotiation, Short Sales, Mergers, Disposition, Commercial Mortgages, Real Estate Development, Real Estate Economics, Foreclosures, Leases, Auctions, Deal Structures, Investments, Financial Structuring, Location Intelligence, Loans, Real Estate Financing, Commercial Real Estate, Due Diligence, Land Acquisition, Finance, Corporate Real Estate, Entitlements, Asset Management, Property Management, Sellers, Contract Negotiation, Sales, Management, Mergers & Acquisitions
Education
Saint Xavier University
st laurence
st laurence
st laurence
University of California, Irvine September 2009 - Present
KPMG Corporate Finance 2010 - 2010
Camlin Ltd. July 2005 - July 2009
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
Maharashtra Institute of Technology 2001 — 2005
Bachelor of Engineering, Mechanical Engineering
Fergusson College
Alvarez & Marsal January 2011 - Present
The Bowra Group March 2009 - January 2011
Navigator Corporate Finance Limited January 2008 - March 2009
Rothschild January 1997 - December 2006
KPMG Corporate Finance June 1995 - December 1996
KPMG April 1992 - May 1995
KPMG September 1985 - March 1992
Skills
Fundraising, Mergers, Corporate Finance, Financial Modeling, Debt Restructuring, Valuation, Strategy, Mergers & Acquisitions, Due Diligence, Restructuring, Business Planning, Investment Banking, Finance, Business Valuation, Project Planning, Acquisitions, Corporate Development, M&A experience, LBO, Equities, Private Equity, Divestitures
Education
University of Aberdeen 1981 — 1985
Master of Arts (M.A.) Hons, Economics
Dingwall Academy
HIT Entertainment / Mattel July 2013 - Present
Casey, Quirk & Associates September 2011 - July 2013
Lux Capital June 2010 - June 2011
Yale School of Management August 2009 - June 2011
KPMG Corporate Finance 2006 - 2009
ORANGE ISRAEL June 2005 - September 2005
ISRAELI DEFENSE FORCE July 1999 - July 2002
Skills
Venture Capital, Financial Modeling, Entrepreneurship, Valuation, Business Strategy, Data Analysis, Due Diligence, Market Research, Mergers, Management Consulting, Strategic Planning, Financial Analysis, Strategy, Mergers & Acquisitions, Private Equity, Competitive Analysis, Corporate Development, Economics
Education
Yale University - Yale School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Management
University of Amsterdam 2003 — 2006
B.Sc., Economics and Finance
--- September 2013 - Present
Deloitte Financial Advisory Services October 2008 - June 2013
UBS Investment Bank July 2007 - June 2008
KPMG Corporate Finance 2001 - 2006
European Bank for Reconstruction and Development September 1997 - September 2000
JP Morgan January 1990 - June 1997
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
MCRP
Owner April 2013 - Present
Explore USA November 2010 - April 2013
Raiffeisen Bank April 2010 - October 2010
Azimutus SA September 2009 - April 2010
KPMG Corporate Finance April 2009 - July 2009
Skills
Financial Analysis, Business Strategy, Corporate Finance, Mergers & Acquisitions, Analysis, Market Research, Mergers, PMO, Competitive Analysis, Business Analysis, Market Analysis, Research, Negotiation, Web Design, Website Creation, Website Development, Investment Strategies, Start-ups, Entrepreneurship
Education
Warsaw School of Economics 2004 — 2009
MS, Finance, A
Warsaw School of Economics 2004 — 2009
MS, Business Management, A
Radboud Universiteit Nijmegen 2008 — 2008
Masters Studies, Exchange Student, Management
IV STO
Stanford University
Doctor Evidence, LLC March 2011 - Present
PricewaterhouseCoopers (PwC) July 2009 - 2011
KPMG Corporate Finance August 2007 - July 2009
20th Century Fox, FTVS 2006 - 2007
Mapleton Investments Group (Falcon Waterfree Technologies) 2004 - 2006
Skills
Financial Modeling, Financial Reporting, Forecasting, Corporate Finance, Financial Analysis, Analysis, Banking, Budgets, Business Analysis, Business Valuation, Finance, Mergers, Business Planning, Project Management, Risk Management, Management, Negotiation
Education
Finance University under the Government of the Russian Federation 1999 — 2004
BS Finance
Oya Costumes September 2011 - Present
DCA Investment Banking November 2009 - August 2011
KPMG Corporate Finance September 2000 - March 2010
Equity Managers Asia 1998 - 2000
SocGen Securities 1995 - 1997
KPMG 1987 - 1995
Skills
Investment Banking, Business Strategy, Outsourcing, Private Equity, Mergers, Restructuring, Investments, Mergers & Acquisitions, Executive Management, Due Diligence, Venture Capital, Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Management Consulting, Banking, Strategic Partnerships, Finance, Start-ups, Entrepreneurship, Corporate Development, Portfolio Management, Strategic Consulting, Managerial Finance, Business Planning, Business Development, Strategic Financial...
Education
McGill University 1985 — 1987
Graduate Diploma in Public Accountancy, Accounting
Queen's University 1980 — 1984
BA honours, Philosophy
KPMG Corporate Finance July 2015 - Present
KPMG Corporate Finance & KPMG Canada May 2014 - August 2014
McMaster University August 2012 - April 2013
Shoppers Drug Mart December 2010 - August 2012
Skills
Teamwork, Leadership
Education
Ivey Business School at Western University 2013 — 2015
Bachelor's Degree
McMaster University 2010 — 2013
Bachelor of Science (BSc)
International School of Lusaka
KPMG Corporate Finance July 2011 - Present
UHY Advisors August 2009 - June 2011
CapitalSource March 2007 - December 2008
GE Antares Capital March 2003 - February 2007
Duff & Phelps July 2000 - February 2003
Grant Thornton September 1997 - October 1999
Skills
Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance and Management & Strategy
Indiana University - Kelley School of Business 1992 — 1997
BS, Accounting
Zayo Group August 2014 - Present
Zayo Group October 2013 - July 2014
Zayo Group March 2013 - September 2013
Zayo Group August 2012 - March 2013
Zayo Group August 2012 - August 2012
Energy Recovery Inc June 2011 - August 2011
HCP & Co April 2011 - June 2011
KPMG Corporate Finance December 2005 - July 2010
Skills
Corporate Finance, Financial Modeling, Due Diligence, M&A experience, Negotiation, Private Equity, Cross-border..., Strategy, Financial Analysis, Valuation, Business Development
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Concentrations in Strategic Management, Entrepreneurship, General Management and Economics
University of New South Wales 2002 — 2005
Bachelor of Commerce with Merit, Majors in Finance and Management
SCEGS (Shore) 1996 — 2001
Seabury Securities LLC December 2009 - Present
KPMG Corporate Finance January 2008 - December 2009
LM Isis Capital Partners January 2007 - May 2007
GB Merchant Partners February 2005 - December 2006
UBS Investment Bank August 2001 - February 2005
BHF-BANK 1993 - 1995
Skills
Financial Advisory, Financial Modeling, High Yield, Investments, Private Equity, Restructuring, Valuation, Special Situations
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Analytic Finance
Colgate University 1988 — 1992
BA, International Relations
Woodberry Forest School 1984 — 1988
High School Diploma, n/a
KPMG Corporate Finance LLC July 2012 - Present
KPMG Corporate Finance January 2005 - June 2012
KPMG Advisory October 2009 - May 2012
KPMG Audit October 2001 - January 2005
Skills
Financial Modeling, Project Finance, Public-private..., Corporate Finance, Infrastructure Projects, Financial Analysis, PPP, Financial Advisory, Transportation, Financial Planning, Funding, Public Finance, Procurement, Contract Negotiation, Due Diligence, Public/private...
Education
Imperial College London 1997 — 2000
Apple September 2012 - Present
Flieller, Kruger, Skelton & Plyler, LLP January 2012 - August 2012
National Instruments June 2007 - December 2011
KPMG Corporate Finance January 2007 - June 2007
KPMG January 2006 - June 2006
Skills
Accounting, Tax, Financial Reporting, Microsoft Excel, Financial Analysis, Financial Accounting, GAAP, Internal Controls, CPA
Education
Texas A&M University 2003 — 2006
BBA, Accounting
Texas A&M University 2003 — 2006
M.S., Accounting
Cheetah Development May 2015 - Present
Strategic December 2013 - May 2015
Accenture June 2012 - December 2013
IBM October 2011 - June 2012
IBM Global Business Services September 2010 - October 2011
Strategic (Formerly Lehman Brothers) 2003 - 2010
CET 2007 - 2009
FAB Advisors 2001 - 2003
KPMG Corporate Finance 2000 - 2002
Truman Group (Rothschild) 1992 - 2000
Skills
Agriculture, Analytics, Food & Beverage, International Expansion, Agribusiness, Consumer Insight, Food Industry, Feeds, Mergers, Beef, Pork, Grain, Corn, Soybean, Precision Agriculture, Ingredients, Investment Banking, Management Consulting, Business Analytics, FMCG, Product Development, Competitive Analysis, Food Safety, Food Service, Multi-channel Marketing, Aquaculture, Biotechnology Industry, Livestock, Quantitative Analytics, Dairy, Dairy Products, CRM, Meat Processing, Ethanol, SAP, Horticulture, Water Management, Sustainable Agriculture, Food Security, Predictive Analytics, Fruit, Vegetables, Food Processing, Consulting, Mergers & Acquisitions, Business Transformation, Market Research, Integrated Marketing, P&L Management, Customer Insight
Education
Saint Louis University School of Law 1992 — 1995
JD
Washington University in St. Louis 1988 — 1992
BA
KPMG Corporate Finance November 2014 - Present
Enerkem Inc. February 2011 - January 2014
KPMG Corporate Finance February 2010 - February 2011
Gildan Activewear November 2007 - February 2010
Skills
Private Equity, Financial Reporting, Business Valuation, Cleantech, Financial Analysis, Corporate Development, Venture Capital, Valuation, Start-ups, Mergers & Acquisitions, Business Strategy, Project Finance, Due Diligence, Corporate Finance, Investor Relations, Energy, Mergers, Financial Modeling, Restructuring, Investment Banking, Financial Structuring, M&A experience
Education
McGill University 1993 — 1997
B.Com, Economics and Accounting
INTL FCStone Financial Inc. (subsidiary of INTL FCStone Inc. (NASDAQ: INTL)) 2014 - Present
Mergium Advisors 2008 - 2013
The Western Union Co 2006 - 2008
KPMG Corporate Finance 1995 - 2006
Skills
M&A experience, Capital Raises, Debt Raising, Business Valuation, Negotiation, Valuation intangible..., New Business Development, Corporate strategy, Corporate finance, Corporate Finance, Business Strategy, Valuation, Mergers & Acquisitions, Due Diligence, Strategy, Investment Banking, Investments, Finance, Risk Management, Business Planning, Contract Negotiation
Education
University of Notre Dame
Ph.D., Economics
University of Notre Dame
M.A., Economics
Universidad del Valle
B.S., Industrial Engineering
Consilium Partners LLC April 2000 - Present
FleetBoston Robertson Stephens August 1999 - April 2000
Robertson Stephens & Co. September 1997 - August 1999
Bank of Boston 1994 - September 1997
KPMG Corporate Finance 1992 - 1994
Skills
Mergers & Acquisitions, Investment Banking, Finance, Capital Raising, Private Equity, Mergers, Venture Capital, Valuation, Corporate Finance, Corporate Development, Capital Markets, LBO, Private Placements, M&A experience, Recapitalizations
Education
Boston College - Wallace E. Carroll Graduate School of Management 1982 — 1988
MBA; MS in Finance
Bentley University 1979 — 1982
B.S., Computer Science
Hudson Ferry Capital January 2013 - Present
KPMG Corporate Finance October 2012 - December 2012
KPMG Corporate Finance October 2010 - October 2012
Cross Keys Capital September 2008 - October 2010
Babson College 2008 - 2009
Bank of New York Mellon September 2004 - May 2007
Bear Stearns May 2000 - October 2003
Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Venture Capital, Due Diligence, Mergers, Financial Analysis, Capital Markets, Equities, Investments, Capital IQ, Business Valuation, Bloomberg, Hedge Funds, M&A experience, Finance, Emerging Markets, Asset Managment
Education
Babson College 2007 — 2008
MBA, Finance and Strategy
University of Rhode Island 2000 — 2004
Bachelor of Science (BS), Finance and Economics
Weston High School
Garda World August 2014 - Present
Roynat Capital September 2010 - August 2014
Coalision Inc December 2008 - May 2010
Algorithme Pharma September 2007 - May 2010
Kilmer Capital Partners February 2007 - May 2010
Borealis Capital Corporation September 2001 - January 2007
KPMG Corporate Finance August 1990 - August 2001
CCFL February 1988 - July 1990
RBC August 1984 - January 1988
Skills
Mergers, Private Equity, Corporate Finance, Due Diligence, Venture Capital, Executive Management, Management, Entrepreneurship, Restructuring, Valuation, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Finance, Financial Analysis, Investment Banking, Investments, Capital Markets, Acquisitions, Equities, LBO, Business Valuation, Portfolio Management, Corporate Development, M&A experience
Education
Université Laval 1982 — 1987
MBA, Applied Economics
Concordia University 1979 — 1982
BComm, Economics
Ammeraal Beltech North America June 2013 - March 2015
Between Friends August 2009 - September 2014
Orval Kent January 2008 - March 2009
Active Screw & Fastener Company October 2005 - September 2007
Whirlpool Corporation June 2004 - October 2005
Magnequench International, Inc. March 2003 - June 2004
KPMG Corporate Finance November 1999 - July 2001
Ernst & Young Corporate Finance December 1992 - December 1998
Ernst & Young July 1989 - December 1992
Skills
Business Planning, Mergers & Acquisitions, Forecasting, Financial Analysis, Strategic Planning, Budgets, Finance, Financial Modeling, Analysis, Mergers, Corporate Finance, Process Improvement, Change Management, Strategy, Cash Flow, Strategic Financial..., Acquisition Integration, Business Valuation, Business Analysis, Restructuring, Competitive Analysis, Accounting, Due Diligence, Internal Controls, Coaching, Management, Valuation, Teaching, Cost Accounting, Project Planning, Leadership, Executive Management, Operational & Financial..., Cash Management, Cash Flow Forecasting, Private Equity, Financial Planning
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance, Accounting, Strategic MGMT
University of Illinois at Urbana-Champaign
BS, Accountancy
Ottawa Township High School
Great Lakes Dredge & Dock September 2010 - Present
Great Lakes Dredge & Dock January 2007 - Present
Boise Inc. February 2008 - November 2013
Tellurian Partners, LLC August 2009 - September 2010
Navigant Capital Advisors December 2001 - July 2009
Dot Planet 2000 - 2002
KPMG Corporate Finance July 1983 - December 1999
KPMG LLP 1983 - 1999
Skills
Due Diligence, Finance, Financial Analysis, Investments, Corporate Law, Venture Capital, Equities, Microsoft Excel, Start-ups, Mergers & Acquisitions, Forecasting, Leadership, Strategic Planning, Business Development, Management, Restructuring, Capital, Investment Banking, Auditing, Financial Modeling, Budgets, Change Management, Telecommunications, Project Planning
Education
Emory University - Goizueta Business School 1981 — 1983
MBA, Finance
Cornell University 1977 — 1981
BS, Human Ecology
KPMG Corporate Finance August 2015 - Present
KPMG June 2014 - July 2014
CAS Corporation June 2013 - August 2013
Reebok Crossfit Sentinel May 2013 - June 2013
Skills
Public Speaking, Research, Microsoft Office, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Economics, Capital IQ, Financial Modeling, PowerPoint
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course, Economics
Brandeis University 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.65/4.00
Shanghai Community International School - Hongqiao 2007 — 2012
High School
Codalytics February 2013 - Present
Airsoft Megastore January 2013 - Present
Yowie October 2009 - February 2013
KPMG Corporate Finance August 2007 - October 2009
AMC Delancey Group, Inc 2006 - 2006
Skills
Web Product Development, New Business Development, Start-up Operations, Mergers, Corporate Finance, Start-ups, Mergers & Acquisitions, Venture Capital, Entrepreneurship, Business Strategy, Angel Investing, Web Development, Strategic Partnerships, Social Media
Education
University of Maryland College Park 2003 — 2007
BS, Finance
The Shipley School 1990 — 2003
Symphony Senior Living Inc. 2009 - Present
Chartwell Seniors Housing REIT 2005 - 2009
Toronto Waterfront Revitalization Corporation 2003 - 2005
KPMG Corporate Finance 1997 - 2003
Skills
Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Financial Reporting, Forecasting, Managerial Finance, Budgets, Valuation, Strategic Planning, Management, Business Strategy, Internal Controls, System Implementations, Risk Management, Financial Audits, Tax, Deal Structures, Contract Negotiation
Education
University of Wisconsin-Madison - School of Business 1995 — 1996
Ph.D and MBA courses in Finance, Accounting, Economics and related courses
University of Saskatchewan 1993 — 1995
M.Sc. (Accounting), Accounting and Business
Central University of Finance and Economics 1989 — 1993
B. Economics, Western Accounting
HomeFree-USA March 2014 - Present
Salix Pharmaceuticals February 2012 - October 2012
ITS 2012 - 2012
KPMG Advisory October 2010 - March 2011
KPMG Advisory November 2006 - September 2010
KPMG Corporate Finance April 2005 - November 2006
NAACP September 1999 - April 2005
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Event Planning, Event Management, Human Resources, Microsoft Office, Recruiting, Fundraising, Customer Service, Nonprofits, Public Speaking, Training, Leadership, Management, Administrative...
Education
University of Maryland Baltimore County 1991 — 1995
BA, English
Penn State University 1984 — 1986
Upper St. Clair HS
Upper St. Clair HS
Upper St. Clair HS
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group September 2013 - Present
Simon-Kucher & Partners June 2012 - August 2012
KPMG Corporate Finance August 2008 - February 2011
Skills
Financial Modeling, Banking, Economics, Mergers & Acquisitions, Valuation, Finance, Management Consulting, Venture Capital, Mergers, Investments, Analysis, Corporate Finance, Strategy, Competitive Analysis, Business Strategy, Emerging Markets, Private Equity, Financial Analysis, Real Estate, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA
Universidad Torcuato di Tella 2004 — 2008
Bachelor in Business Economics
Belgrano Day School 1994 — 2003
Algon Group January 2013 - Present
FD Capital Advisors, LLC September 2008 - November 2014
Navigant Capital Advisors April 2006 - September 2008
Synovus 2001 - 2006
GMA Partners 1998 - 2001
Legacy Securities Corp. 1997 - 1998
KPMG Corporate Finance September 1991 - October 1996
Skills
Investment Banking, Mergers, Corporate Finance, Credit, Valuation, Private Equity, Mergers & Acquisitions, LBO, Management, Capital Markets, Structured Finance, Corporate Development, Financial Modeling, Due Diligence, Leveraged Finance, Business Strategy, Business Valuation, Loans, Venture Capital, Portfolio Management, Banking, Finance, Acquisitions, Financial Analysis
Education
Emory University - Goizueta Business School 1990 — 1991
MBA, Finance
University of Florida 1982 — 1986
BS, Finance
KPMG US October 2012 - Present
KPMG Corporate Finance 2001 - September 2012
Partnerships UK 2009 - 2009
Royal Mail 1996 - 1997
Skills
Project Finance, Financial Modeling, Financial Structuring, Corporate Finance, Public/private..., Valuation, Structured Finance, PFI, Financial Analysis, Management Consulting, Governance, Renewable Energy
Education
University College London, U. of London 1990 — 1992
Master of Philosophy (MPhil), Mathematics
University of Cambridge 1986 — 1990
Master of Arts (M.A.), Mathematics
Treetop Development February 2014 - Present
JPMorgan Chase December 2012 - February 2014
Newly Formed REIT April 2012 - December 2012
GA Keen Realty Advisors, a division of Great American Group January 2011 - April 2012
KPMG Corporate Finance June 2010 - January 2011
OHEL Children's Home and Family Services January 2008 - January 2010
Beach Lane Management June 2008 - August 2009
Skills
Real Estate, Excel, Negotiation, Word, New Business Development, Business Strategy, Microsoft Office, Strategic Planning, PowerPoint, Data Analysis, Research, Market Research, Marketing Strategy, Property Management, Underwriting, Lease Negotiations, Multi-family Investment..., Disposition, Leases, Commercial Real Estate, Investment Properties, Acquisitions, Investors, Brokerage, Tenant, Real Estate Transactions, Retail, Property, Rent Collection, Microsoft Excel, Real Estate Lending, Mortgage Lending, Commercial Lending, Mortgage Underwriting, Cold Calling, Cold Calling Experience, Prospecting New Clients, New Client Prospecting, Prospecting New Accounts, Mergers & Acquisitions, Real Estate Economics, Loans
Education
New York University 2012 — 2014
Master's Degree, Real Estate Finance & Investment
City University of New York-Queens College 2007 — 2010
BBA, Corporate Finance
Grant Thornton LLP April 2014 - Present
Manulife Capital Markets November 2012 - October 2013
Level 2 Advisors June 2011 - October 2012
Solaris Capital Advisors 2005 - November 2011
Ernst & Young Orenda Corporate Finance 2005 - 2005
Orenda Corporate Finance 1998 - 2004
KPMG Corporate Finance 1989 - 1998
Skills
Private Equity, Corporate Finance, Capital Markets, Corporate Development, Due Diligence, M&A experience, Financial Modeling, Equities, Funding, Financial Analysis, Investment Banking, LBO, Mergers, Project Finance, Divestitures, Finance, Valuation
Education
University of Toronto - Rotman School of Management 1989 — 1991
MBA, Finance
Huron University College 1985 — 1988
BA, Economics
TM Capital Co-Founder and Managing DirectorBoston Corporate Finance2002 - 2007
KPMG Corporate Finance 2001 - 2002
NewMediary, Inc. 2000 - 2001
Advest, Inc. 1992 - 1999
Salomon Smith Barney 1998 - 1998
Skills
Mergers, International..., financing, acquisitions, initial public offerings, IPO, Acquisitions, Due Diligence, Divestitures, M&A experience, Investment Banking, Corporate Finance, Business Valuation, Private Equity, Valuation, Finance, Business Development, Venture Capital, Mergers & Acquisitions, LBO, Management, Start-ups, Corporate Development, Private Placements, Restructuring, Capital Raising, Financial Modeling, Alternative Investments, Buyouts, Capital, Capital Markets, DCF, Growth Capital, Hedge Funds, Leveraged Finance
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA
Bates College 1989 — 1992
BA, Economics
KPMG Corporate Finance 2010 - 2011
Pacific Media Capital / DB Zwirn & Co. 2006 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2012
MBA
The Johns Hopkins University 2009 — 2010
MS
University of Maryland College Park 2002 — 2006
BA
The Boston Consulting Group September 2011 - Present
The Boston Consulting Group August 2008 - September 2011
Livingstone Partners June 2004 - August 2006
KPMG Corporate Finance May 2002 - June 2004
Skills
Management Consulting, Strategy, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Corporate Development, Banking, Valuation, Investment Banking, Management, Strategic Consulting
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA
The London School of Economics and Political Science (LSE) 2001 — 2002
Economics
Acadia University 1998 — 2001
BA, Economics
Investors Group April 2014 - Present
KPMG Corporate Finance October 2011 - March 2014
KPMG Corporate Finance January 2010 - September 2011
KPMG LLP October 2008 - December 2009
KPMG LLP September 2006 - September 2008
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Divestitures, Financial Analysis, Securitization, Debt & Equity Financing
Education
Queen's University 2002 — 2006
BComm, Commerce
Canadian Institute of Chartered Business Valuators (CICBV)
Chartered Business Valuator (CBV) Designation
Canadian Institute of Chartered Accountants
Chartered Accoutant (CA) Designation
Algon Group 2002 - Present
KPMG Corporate Finance 1993 - 1996
Morgan Keegan 1990 - 1993
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Mergers, Venture Capital, Investments, Loans, Financial Analysis, Finance, Real Estate, Chapter 11, Hedge Funds, Due Diligence, Capital Markets, Real Estate Development, Private Equity, Strategy, Valuation, Equities, Disposition, Financial Structuring, Financial Services, Private Placements
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
BS, Accounting
Blue Goose Biorefineries Inc. October 2010 - Present
Nano-Green Biorefineries Inc. May 2009 - Present
The Lung Association of Alberta & NWT January 2001 - Present
Shuhany & Company Ltd. January 1991 - Present
Canadian Lung Association 2008 - June 2015
First Surveillance Inc. January 2003 - January 2014
United Protection Security Group Inc. 2003 - April 2013
Italian Romanian Seniors Housing Association 2006 - 2008
Lambridge Capital Partners 1994 - 1998
KPMG Corporate Finance 1984 - 1991
Skills
Corporate Finance, Corporate Development, Financial Analysis, Mergers, Strategic Planning, Restructuring, Start-ups, Investment Banking, Private Equity, Mergers & Acquisitions, Valuation, Due Diligence, Corporate Governance, Asset Managment, Negotiation, Finance, IPO, Portfolio Management, Executive Management, Management, Financial Modeling, Managerial Finance, Management Consulting, Risk Management, Business Valuation, Business Strategy, Acquisitions, Entrepreneurship, Strategy, Strategic Financial..., Divestitures, Business Development, Business Planning, Venture Capital, Investments, Board of Directors, Private Placements, Joint Ventures, Funding, Project Finance, Debt Restructuring, Investor Relations, Financial Structuring, Angel Investing, Capital, Investment Management, Investment Strategies, M&A experience, Financial Advisory, Structured Finance
Education
Institute of Chartered Accountants of Alberta 1970 — 1973
CA, Accounting & Finance
University of Alberta 1963 — 1968
BA, Economics
Francisco Partners July 2015 - Present
Goldman Sachs July 2013 - May 2015
Goldman Sachs May 2012 - August 2012
Endeavor January 2012 - May 2012
Goldman Sachs June 2011 - August 2011
KPMG Corporate Finance June 2010 - July 2010
Skills
Excel, PowerPoint, Korean, Financial Analysis, Research, Microsoft Office, English, Valuation, Microsoft Excel, Editing, Investments
Education
Columbia University in the City of New York 2009 — 2013
BA, Financial Economics, History
The Thacher School 2005 — 2009
High School
Post Acute Analytics 2014 - Present
Houlihan Lokey 2011 - 2013
KPMG Corporate Finance 2007 - 2011
BP January 2007 - September 2007
BP February 2005 - December 2006
BP April 2004 - May 2005
BP June 2003 - March 2004
Skills
Mergers & Acquisitions, Financial Modeling, Management, Finance, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Business Development, Investments
Education
The University of Chicago 2004 — 2006
MBA, Finance, Strategy, Enterperneurship
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors in Engineering, Chemical Engineering
Yieldmo May 2013 - Present
Get Busy Media June 2013 - Present
adMarketplace February 2011 - May 2013
adMarketplace February 2011 - January 2012
adMarketplace February 2011 - October 2011
FragranceX.com May 2009 - February 2011
SalonPulse.com 2010 - 2011
Morgan Stanley May 2008 - August 2008
KPMG Corporate Finance May 2007 - August 2007
Skills
Search Advertising, Paid Search Strategy, Ad Networks, Conversion Optimization, Conversion Tracking, Online Advertising, Search Analytics, PPC, Retargeting, ROI Optimization, Keyword Analysis, Keyword Advertising, Performance Based..., Account Management, Search Analysis, Fortune 500 Account..., SEM, Ad Tech, E-commerce, Campaign Management, Online Marketing, Data Analysis, Digital Marketing, Digital Strategy, Keyword Research, Paid Search Campaigns, Drop Ship, Fulfillment Programs, Advertising, Customer Acquisition, Ad Serving, Mobile Advertising, Mobile Marketing, Mobile Internet, Behavioral Targeting, Omniture, Google Adwords, Strategy, Web Analytics, Facebook, Online Lead Generation, Entrepreneurship, Google Analytics, Interactive Marketing, DoubleClick, Lead Generation, Market Research
Education
Tulane University - A.B. Freeman School of Business 2004 — 2009
Bachelor of Science in Management (Finance), Bachelor of Arts (French)
Indiana University - Kelley School of Business 2005 — 2005
Colegio Nueva Granada 1999 — 2004
High School and Bachillerato Diplomas
RBC July 2014 - Present
Manulife Asset Management October 2012 - June 2014
Manulife Asset Management October 2011 - October 2012
Booz & Company (formerly Booz Allen Hamilton) January 2008 - October 2011
KPMG Corporate Finance October 2000 - September 2005
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
London School of Economics and Political Science 1999 — 2000
MSC
McGill University 1995 — 1999
BA (with Honors)
Upper Canada College 1988 — 1995
Wine & Spirit Education Trust (WSET) 2007 — 2011
Diploma in Wine & Spirits (DWS)
KPMG Corporate Finance June 2013 - March 2015
Lincoln International April 2008 - December 2012
Jefferies Quarterdeck July 1999 - February 2008
CIBC July 1997 - June 1999
Coopers & Lybrand August 1996 - June 1997
Skills
Investment Banking, Private Equity, LBO, Corporate Development, M&A experience, Mergers & Acquisitions, Divestitures, Valuation, Venture Capital, Business Valuation, Deal Sourcing, Start-ups, Due Diligence, Private Placements, Leveraged Finance, Restructuring, IPO, Corporate Finance, Financial Modeling, Acquisitions, Capital Markets
Education
University of California, Berkeley 1992 — 1996
Falls River Group August 2015 - Present
Energy Advisors Group, Inc August 2012 - Present
KPMG Corporate Finance 2010 - 2012
Deutsche Bank 2003 - 2009
Merrill Lynch June 2000 - March 2003
Reynolds Metals January 1996 - January 2000
McHugh Construction January 1992 - December 1995
Kidder Peabody June 1989 - August 1989
Skills
Private Equity, Executive Management, Venture Capital, Investments, Strategy, Banking, Emerging Markets, Finance, Financial Modeling, Trading, Corporate Law, Business Strategy, Mergers, Corporate Finance, Due Diligence, Investment Banking, Equities, Valuation, Structured Finance, IPO, Restructuring, Mergers & Acquisitions, Capital Markets, Financial Structuring, Asset Management, Hedge Funds, Financial Analysis, Financial Markets, Project Finance, Derivatives, M&A experience, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA, Business Administration and Management, General
Dartmouth College 1987 — 1991
BA, Russian Studies
Deerfield Academy 1984 — 1987
High school
O'Neill Hotels and Resorts May 2013 - Present
The Vancouver Club 2009 - Present
Trafalgar Partners 2011 - April 2013
YVRAS 2009 - 2010
Intrawest 2004 - 2008
Office of Fair Trading 2003 - 2003
Dresdner Kleinwort 2000 - 2003
KPMG Corporate Finance 1999 - 2000
Education
The Inns of Court School of Law 1998 — 1999
Barrister, Law
The College of Law, London 1997 — 1998
CPE, Law
University of Essex 1993 — 1997
BA, European Studies with French and Spanish
LivingSocial June 2015 - Present
Sears Holdings Corporation December 2013 - May 2015
Walgreens July 2011 - December 2013
Walgreens December 2009 - July 2011
KPMG Corporate Finance July 2006 - November 2008
Trenwith Securities 2002 - 2006
Morgan Stanley May 2000 - August 2002
Wasserstein Perella January 1998 - April 2000
Skills
Corporate Finance, Investment Banking, Mergers, Corporate Development, Private Equity, Venture Capital, Acquisition Integration, Business Strategy, Strategy Development, New Business Development
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Wayne State University 1993 — 1994
MSE, Industrial Engineering
University of Michigan 1985 — 1990
BSE, Engineering Science
KPMG Corporate Finance October 2012 - Present
Locust Walk Securities May 2012 - October 2012
Morgan Keegan October 2008 - April 2012
UBS 2006 - 2008
Merrill Lynch 1998 - 2006
Ernst & Young Corporate Finance 1988 - 1998
Ernst & Young 1988 - 1998
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Healthcare
University of Pennsylvania 1980 — 1981
MS, Health Planning
Progressive Waste Solutions Ltd. June 2000 - Present
KPMG Corporate Finance 1995 - 2000
KPMG Corporate Finance Inc. 1995 - 2000
Education
The University of Western Ontario - Richard Ivey School of Business 1993 — 1995
Master of Business Administration
Hillshire Brands July 2011 - Present
Sara Lee March 2010 - July 2011
Sara Lee May 2008 - March 2010
Sara Lee September 2003 - May 2008
KPMG Corporate Finance March 2001 - September 2003
ABN Amro August 1999 - March 2001
Skills
Financial Analysis, Forecasting, Hyperion Enterprise, Consumer Products, Financial Modeling, Strategic Financial..., Financial Reporting, Divestitures, Pricing Strategy, Internal Controls, Cross-functional Team..., Mergers, SAP, Essbase, Competitive Analysis, Managerial Finance
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance, Marketing and Strategy
Washington University in St. Louis - Olin Business School 1995 — 1999
BSBA, Marketing, Finance
Hamilton Lane April 2010 - Present
KPMG Corporate Finance May 1997 - April 2010
KPMG September 1994 - May 1997
Education
Penn State University 1998 — 2000
MBA, Finance and Management
Messiah College 1990 — 1994
BS, Accounting
Owsley Brown II Family Foundation September 2012 - Present
U.S. Environmental Protection Agency October 2007 - September 2012
U.S. Environmental Protection Agency April 2010 - September 2011
U.S. Environmental Protection Agency March 2005 - October 2007
KPMG Corporate Finance October 2002 - September 2003
Skills
Program Management, Strategy, Water, Marketing, Sustainability, Strategic Planning, Government, Policy Analysis, Project Management, Public Policy, Policy, Non-profits, Strategic Communications, Climate Change, Environmental Policy, Environmental Awareness, Nonprofits
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2002
MBA, Finance, Marketing
University of Virginia 1991 — 1995
Bachelor of Arts (B.A.), Environmental Science
Dental Corporation of Canada Inc. February 2014 - Present
Kilmer Capital Partners February 2011 - February 2014
KPMG Corporate Finance September 2009 - February 2011
KPMG Canada September 2006 - September 2009
Skills
Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Business Valuation, Venture Capital, Investment Banking, IFRS, US GAAP, Financial Reporting, Financial Accounting, Internal Controls
Education
CFA Institute 2010 — 2010
Chartered Financial Analyst
Institute of Chartered Accountants of Ontario 2009 — 2009
Chartered Accountant
McGill University 2002 — 2006
Bachelor of Commerce, Finance and Accounting
Anchor Peabody, LLC January 2014 - Present
Willowmere Capital Partners August 2009 - Present
New Stream Capital September 2006 - July 2009
Palladium Equity Partners June 1998 - September 2004
Saugatuck Capital Company 1993 - 1998
Dubin Clark & Company 1988 - 1993
KPMG Corporate Finance 1983 - 1988
Skills
Due Diligence, Private Equity, Leveraged Finance, Equities, Investments, Alternative Investments, LBO, Financial Modeling, Management, Mergers & Acquisitions, Valuation, Financial Structuring, Mergers, Investment Banking, Capital, Cash Flow, Corporate Development, Venture Capital, Growth Capital, Mezzanine, Financial Analysis, Portfolio Management, Hedge Funds, Private Placements, Corporate Finance, Business Valuation
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Brown University 1976 — 1980
Bachelor of Arts (BA), Political Science and Government
Trinity School
Lincoln International January 2013 - Present
Lincoln International June 2011 - December 2012
KPMG Corporate Finance June 2010 - June 2011
KPMG Transaction Services August 2007 - June 2010
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, Private Equity, Financial Analysis, Corporate Finance, Mergers, LBO, DCF, Financial Statement..., Investment Banking, Mergers & Acquisitions, Capital Markets, Bloomberg, M&A experience
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
Masters, Accountancy with a Graduate Minor in Finance
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelors, Accountancy
Loyola Academy
Loyola Academy
TerraNova Capital Partners 2010 - Present
KPMG Corporate Finance 2005 - 2008
prospect street 2002 - 2003
Societe Generale / SG Barr Devlin May 1997 - May 2002
Dresdner Kleinwort Benson March 1995 - May 1997
Salomon Brothers August 1992 - February 1995
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Energy, Private Equity, Valuation, Due Diligence, Capital Markets, Financial Modeling, Venture Capital, IPO, M&A experience, LBO, Private Placements, Acquisitions, Alternative Investments, Business Valuation, Corporate Development, Derivatives, Divestitures, Emerging Markets, Equities, Equity Research, Finance, Financial Analysis, Financial Structuring, Hedge Funds, Investments, Investor Relations, Leveraged Finance, Mergers, Project Finance, Restructuring, Securities, Structured Finance
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Policy, Marketing
Columbia University in the City of New York
Bachelor of Science, Engineering
Lender Service Provider December 2010 - Present
KPMG Corporate Finance January 2007 - October 2008
Skills
Customer Service, Mortgage Banking, Financial Analysis, Financial Modeling, Mortgage Lending
Education
California University of Pennsylvania 1992 — 1998
Finance
KPMG Corporate Finance Sr. Associate.KPMG, LLP2006 - Present
Accenture 2005 - 2006
Education
University of the Pacific - Eberhardt School of Business 2003 — 2004
MBA, Finance & Entrepreneurship
University of California, Berkeley 1999 — 2003
Spot Freight, Inc November 2014 - Present
Spot Freight, Inc January 2014 - November 2014
KPMG Corporate Finance October 2012 - November 2013
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young August 2001 - December 2004
Ernst & Young Corporate Finance 2001 - 2004
Education
Indiana University - Kelley School of Business 1997 — 2001
Indiana University Bloomington 1997 — 2001
BS, Finance & Accounting
Deutsche Bank Securities January 2012 - Present
NeuStar, Inc. May 2010 - December 2011
KPMG Corporate Finance August 2008 - July 2010
Wiley Dickson, LLC June 2007 - May 2008
Skills
Corporate Finance, Financial Analysis, Mergers & Acquisitions
Education
Tulane University 2006 — 2007
Masters, Finance
Tulane University - A.B. Freeman School of Business
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, International Business, Economics
KPMG Corporate Finance August 2010 - Present
Barclays Capital May 2009 - August 2010
UBS Investment Bank July 2008 - May 2009
Skills
Financial Modeling, Mergers, Business Valuation, Restructuring, Analysis, Cash Flow Forecasting, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Working Capital..., Capital Markets, Bloomberg, Private Equity, Risk Management, Investment Banking, Management Consulting, Data Analysis, Investments, Portfolio Management, Business Strategy, Mergers & Acquisitions
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2008
BS Business Administration, Accounting and Finance
Series 63
Series 79
Business Consulting Group, LLC January 2012 - Present
TM Capital January 2012 - Present
TM Capital January 2008 - December 2011
M&A International Inc. 2007 - 2008
M&A International Inc. January 2006 - December 2007
Boston Corporate Finance May 2002 - December 2007
KPMG Corporate Finance 2000 - 2002
Advest, Inc. 1990 - 1999
Pre-Elite Team 1981 - 1981
Skills
Business Valuation, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Corporate Finance, Capital Raising, IPO, M&A experience, Investor Relations, Divestitures, Financial Modeling, Entrepreneurship, Capital, LBO, Venture Financing, Venture Capital, Exit Strategies, DCF, Hedge Funds, Equity Research, Equity Capital Markets, mergers and acquisitions, Growth Capital, Strategy, Restructuring, Financial Advisory, Joint Ventures, Capital Markets, Due Diligence, Acquisitions, Debt Restructuring, Financial Structuring, Emerging Markets, Corporate Development, Venture capital
Education
The Tuck School of Business at Dartmouth 1977 — 1979
MBA, Finance and Operations
Harvard University 1972 — 1976
AB with Honors, History
Kent School 1969 — 1972
High School
J.P. Morgan May 2015 - Present
J.P. Morgan September 2014 - May 2015
School the World 2009 - 2013
Hibiscus Tours for Women 2006 - 2011
Lehman Brothers 1999 - 2001
Chase Securities 1992 - 1999
KPMG Corporate Finance 1987 - 1990
Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy
Education
New York University 2001 — 2002
CFP, Certified Financial Planner
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Seidler Equity Partners August 1999 - Present
KPMG Corporate Finance 1993 - 1997
Skills
Private Equity, Mergers, Due Diligence, Venture Capital, Corporate Finance, Restructuring, Tax, Business Valuation, Financial Modeling, Investments, Financial Analysis, Financial Reporting, CPA, Mergers & Acquisitions
Education
DePaul University 1995 — 1996
Masters of Science, Taxation
University of Illinois at Urbana-Champaign - College of Business 1989 — 1993
BS, Accounting
KPMG November 2008 - May 2009
KPMG Corporate Finance 2008 - 2009
Education
North Carolina State University - College of Management 2006 — 2008
Moscow State Institute of International Relations (University) MFA Russia MGIMO 2002 — 2006
BA, Marketing, Advertising, Economics
Navigant Capital Advisors 2003 - Present
KPMG Corporate Finance 1996 - 2002
CoreStates Investment Banking September 1987 - July 1995
Education
Temple University - Fox School of Business and Management 1987 — 1993
MBA, Finance
Temple University - Fox School of Business and Management 1980 — 1986
BS, Business Law
KPMG Corporate Finance LLC October 2013 - Present
KPMG Corporate Finance October 2012 - October 2013
KPMG Corporate Finance October 2010 - October 2012
KPMG Corporate Finance December 2007 - September 2010
Alex beleggersbank (Rabobank) 2005 - 2007
Skills
Corporate Finance, Financial Modeling, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Amsterdam 2001 — 2007
Master, Business Economics
Bataafse Kamp
Panamo Partners, PDH LLC February 2013 - Present
Eiras Medical LLC September 2013 - Present
Global Meridien, LLC March 2008 - Present
Nova Network 2014 - 2015
Nova Network 2014 - 2015
Mobile Tag, Inc. December 2008 - March 2013
Huron Consulting Group 2007 - 2008
Huron Consulting Group 2005 - 2007
KPMG Corporate Finance 1999 - 2001
KPMG Peat Marwick 1997 - 1999
Skills
Corporate Development, Management, Start-ups, Product Development, Product Management, Social Media Marketing, Marketing, Mobile Devices, Business Development, Program Management, Mobile Technology, Mobile Applications, Mobile Marketing, Mobile Internet, SaaS, Strategy, Executive Management, Project Management, Business Strategy, Strategic Partnerships, Mergers & Acquisitions, Analysis, Leadership
Education
Emory University - Goizueta Business School 1994 — 1996
MBA, International Management, New Ventures, Finance
INCAE Business School 1995 — 1995
Joint Program with Emory for Certificate of Latin American Studies, Latin American Studies: Money & Banking, Politcal Analysis, Finance, Management
Vanderbilt University
BS, Anthropology, Chemistry, Art History
Kellogg School of Management 2011 - Present
Freelance 2009 - 2011
KPMG Corporate Finance 2006 - 2009
Education
Tel Aviv University 2003 — 2006
BA and BSc, Accounting-Management and Economics
BDO LLP August 2013 - Present
KPMG LLP July 2008 - July 2013
KPMG Singapore July 2007 - August 2007
KPMG Corporate Finance June 2007 - August 2007
Merrill Lynch June 2007 - July 2007
ICICI Bank June 2005 - July 2005
Wealth Solutions Private Limited June 2003 - March 2004
Skills
Valuation, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Finance, Restructuring, Intangible Assets, Purchase Price..., Portfolio Management, Divestitures, Financial Services, Financial Statement..., Business Valuation, Financial Modeling, International Tax
Education
University of Illinois
Bachelor of Arts, Economics
Argus Dental Plan 2007 - Present
Dr. Nick's White and Healthy 2007 - Present
Dental Power Florida 2007 - September 2012
Paramount Title Corporation 2003 - 2007
KPMG Corporate Finance 2001 - 2003
Arthur Andersen LLP (Miami, FL) 1998 - 2001
Skills
Financial Modeling, Financial Analysis, Due Diligence, Budgets, Strategic Planning, Negotiation, Internal Controls, Mergers & Acquisitions, Corporate Finance, Microsoft Excel, Financial Reporting, Insurance, Strategic Financial..., Leadership, Finance, Risk Management, Executive Management, Forecasting, New Business Development, Investments, Accounting, Employee Benefits, SEC filings, Financial Planning
Education
University of Florida 1993 — 1997
B.S., Economics & Management
Gerald Metals November 2014 - Present
Kathchar Consulting LLC February 2011 - Present
Headwaters MB July 2012 - June 2014
Gerald Metals February 2011 - March 2012
KPMG Corporate Finance October 2006 - February 2011
ANZ Investment Bank January 2000 - September 2006
ANZ Investment Bank 1998 - 2000
ANZ Grindlays Bank July 1994 - December 1997
National Australia Bank 1987 - 1994
Skills
Corporate Finance, Project Finance, Renewable Energy, Oilfield, Due Diligence, Financial Modeling, Private Equity, Structured Finance, Valuation, Mergers, Investment Banking, Financial Structuring, Mining, Commodity, Capital Markets, Risk Management, Financial Analysis, Forestry, IPO, Emerging Markets, Mergers & Acquisitions, Portfolio Management, Venture Capital, Financial Risk, Energy, Corporate Development, Investments, Financial Services, Banking, Financial Advisory, Trading
Education
Monash University 1994 — 1996
Post Grad, Finance, Economics
Monash University 1992 — 1995
Post Grad, Finance
University of Wollongong
University of Wollongong
Strategic Wealth Partners June 2014 - Present
Candlewood Partners, LLC September 2009 - June 2014
SP&A Partners July 2009 - September 2009
P&M Corporate Finance August 2007 - February 2009
KPMG Corporate Finance 2002 - 2007
RBC Capital Markets July 1998 - October 2001
Dain Rauscher Wessels 1998 - 2001
Hoak Breedlove Wesneski 1997 - 1998
American Airlines Cargo Finance 1995 - 1997
Rauscher Pierce Refsnes 1990 - 1993
Skills
Corporate Finance, Financial Analysis, Business Valuation, Financial Modeling, Investment Banking, Business Strategy, Strategic Planning, Equities, Due Diligence, Healthcare, Capital Markets, Debt, Capital Formation, Mergers & Acquisitions, Due Dili, Private Equity, Restructuring, LBO, Finance, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1995
MBA, Finance
Southern Methodist University 1986 — 1990
BBA, Finance
Skanska Infrastructure Development February 2015 - Present
RBC Capital Markets September 2007 - February 2015
KPMG Corporate Finance September 2004 - August 2007
Credit Lyonnais Securities Asia May 2003 - May 2004
Education
The University of British Columbia 2002 — 2003
DAP, Accounting
Queen's University 1997 — 2002
BSc, Computer Science
St. George's 1990 — 1997
The Conference Board June 2010 - Present
The Conference Board January 2005 - May 2010
Euro-Phoenix May 2001 - August 2002
KPMG Corporate Finance March 1998 - April 2001
MBV Rt - Hungarian Investment and Asset Management Ltd May 1997 - February 1998
Risikoservice Hungaria Ltd. April 1994 - April 1997
Skills
Translation, Survey Design, Research, Qualitative Research, Data Analysis, SPSS, Macroeconomics, Quantitative Research, Management Consulting, Russian, Quantitative Analytics
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, Financial Management
College of Commerce, Tourism and Hotel Industry 1994 — 1996
BA, hotel management
College of Foreign Trade 1990 — 1993
BA, French and Russian business translation and correspondence
Korosi Csoma Sandor High School 1984 — 1988
high school diploma, Russian Language High School
Clean Air Gardening 2006 - Present
KPMG Corporate Finance 1995 - 1998
Education
Southern Methodist University - Cox School of Business 1992 — 1994
MBA, accounting and finance
Transocean May 2012 - Present
Edison International April 2007 - Present
Forest Lawn Memorial-Parks and Mortuaries 2005 - Present
American Funds March 2000 - Present
EL & EL Investments December 1998 - Present
Blue Shield of California November 2005 - March 2013
KPMG Corporate Finance September 1976 - 1997
KPMG LLP 1976 - 1997
Skills
Accounting & Audit, Corporate Finance, Corporate Governance
Education
The University of British Columbia 1969 — 1973
University of British Columbia 1969 — 1973
BA, French, Math and Accounting
BDO Capital Advisors, LLC September 2010 - Present
Scott-Macon, Ltd. 2009 - September 2010
Banc of America Securities 1997 - 2009
Bank of America 1997 - 2009
KPMG Corporate Finance 1995 - 1997
Skills
Restructuring, Middle Market, Mezzanine, Portfolio Management, Structured Finance, Asset Managment, Capital Raising, Finance, Credit, Credit Analysis, Credit Risk, Business Valuation, Retail, Banking, Commercial Lending, Asset Based Lending, Business Strategy, Commercial Banking, Emerging Markets, Bloomberg
Education
Boston University Questrom School of Business 1993 — 1995
MBA, Finance
Boston University 1986 — 1990
BA, Economics
Morgan Stanley 2002 - Present
Goldman Sachs June 2001 - August 2001
KPMG Corporate Finance 1998 - 2000
Skills
Fixed Income, Derivatives, Trading, Credit Derivatives, Commodity, Hedging, Financial Structuring, Portfolio Management, Risk Management, Funding
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
RWTH Aachen University
Diplom, Physics, Mathematics
Nike, Inc. September 2014 - Present
Popeyes Louisiana Kitchen March 2011 - September 2014
Popeyes Louisiana Kitchen July 2009 - May 2011
Quiznos June 2007 - April 2009
Sketchy's Art Pad, Inc. March 2006 - May 2008
iXL, Inc. January 1999 - June 2001
iXL, Inc. 1999 - 2000
Arthur Andersen 1997 - 1999
KPMG Corporate Finance 1994 - 1997
European American Bank (ABN Amro NV) 1989 - 1994
Skills
Corporate Finance, Procurement, Strategic Alliances, Business Development, Mergers, Franchising, Start-ups, Competitive Analysis, Strategic Planning, Business Planning, Marketing Strategy, Business Strategy, Lead Generation, Leadership, Entrepreneurship, Strategy, Cross-functional Team..., Management, Executive Management, Marketing, Mergers, Finance
Education
Emory University - Goizueta Business School 1995 — 1996
MBA, Finance
Cornell University 1983 — 1987
Bachelor of Science, Applied Economics & Business Managerment
Patchogue Medford HS
Highlawn Pavilion September 2014 - March 2015
The Quantic Group, Ltd January 2014 - June 2014
Rothstein Kass & Company, P.C. January 2011 - May 2013
Dr. Carl Pfeffer April 2009 - January 2011
White & Case LLP 2003 - 2009
KPMG Corporate Finance 1998 - 2003
Skills
Management, Human Resources, Research, Microsoft Excel, Vendor Management, Administrative..., PowerPoint, Lotus Notes, Nonprofits, Benefits Administration, HRIS, Employee Relations, Outlook, Public Speaking, Recruiting, Employee Benefits, Office Management, Access, Training, Accounting, Administrative...
Education
State University of New York Empire State College 2009 — 2011
Business/Managerial Economics
Iona College 1994 — 1995
Computer Science
Grace Institute
Administrative/Business
William Blair and Company January 2010 - Present
MBL Advisors Inc. 2009 - 2009
Wachovia Securities February 2003 - August 2008
Wachovia Securities June 1997 - February 2003
KPMG Corporate Finance May 1995 - June 1997
Arthur Andersen September 1990 - September 1992
Education
University of Georgia - Terry College of Business 1992 — 1994
MBA, Finance, Real Estate, Investments
Furman University 1986 — 1990
BA, Accounting
Affordable Housing Institute May 2011 - Present
Salam Hijab January 2010 - Present
Safa and Marwa School September 2009 - Present
Chemonics International- EFS January 2005 - September 2009
Wholesale and Retail Business January 2005 - September 2009
KMPG December 2003 - January 2005
KPMG Hazem Hassan Management Consultants December 2003 - January 2005
KPMG Corporate Finance 2004 - 2004
KPMG consulting 2003 - 2004
KPMG 2003 - 2004
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Due Diligence, Funding, Business Valuation, Banking, Mergers, Financial Planning, Investments, Strategic Planning, Customer Relations, Business Strategy, Business Planning, Budgeting, Financial Reporting, Risk Management, Restructuring, Portfolio Management, Valuation, Credit, Management Consulting, Financial Management, Private Equity, Process Engineering, Equities, Asset Management, Capital Markets, Negotiation, Planning, Business Analysis, Retail, Team Building, Analysis, Cash Flow, Venture Capital, Research, Forecasting, Corporate Governance, Problem Solving, Budgets, Managerial Finance, Mergers & Acquisitions, Project Planning, Financial Risk, Strategic Financial..., Investment Banking, Customer Service, Strategy
Education
Islamic Studies Institute 1987 — 1989
Post Graduate Diploma, Islamic Studies, Islamic Finance
The American University in Cairo 1979 — 1983
BA and MBA, Business Admin & Computer Science
High School 1965 — 1979
Thanawya Ama, High School/Secondary Diplomas and Certificates
Ramsis College for Girls 1964 — 1979
Thanawaya Ama, Arts Section
Aristeia, Inc. September 2008 - Present
Accenture August 2005 - August 2008
KPMG Corporate Finance June 2000 - August 2005
KPMG Corporate Finance September 1995 - June 2000
KPMG Corporate Finance June 1992 - September 1995
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1999
MBA
Binghamton University 1988 — 1992
B.S., Finance
BCD Travel March 2012 - Present
Professional Meeting Planners Network March 2009 - Present
PMPN 2009 - Present
Emmett Consulting Services, Inc. June 2002 - Present
PricewaterhouseCoopers 1989 - Present
PwC 1987 - 2011
KPMG Corporate Finance May 2000 - June 2002
Skills
Event Management, Meeting Planning
Education
Santa Ana College
Business Administration
KPMG Corporate Finance 2014 - Present
Transurban 2010 - 2013
RBS Global Banking & Markets 2006 - 2010
Skills
Project Finance, Financial Modeling, Corporate Finance, Business Strategy, Business Development, Structured Finance, Analysis, Portfolio Management, CPA, PPP projects, Strategy, Investment Banking, Public/private..., Finance, Infrastructure, Banking
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Miami 2002 — 2006
BBA, Finance, Accounting
Monash University 2005 — 2005
Caza Gold Corp. January 2014 - Present
JD Advisory Services May 2013 - Present
DDS Wireless International March 2014 - July 2014
Brixton Metals Corporation June 2012 - June 2014
Compliance Energy Corporation March 2010 - June 2013
PI Financial Corp. January 2003 - August 2009
Digital Dispatch Systems March 2000 - January 2003
KPMG Corporate Finance October 1999 - March 2000
National Bank Financial December 1995 - January 1999
Deloitte May 1987 - November 1995
Skills
Corporate Finance, IPO, Venture Capital, Valuation, Business Valuation, Restructuring, Corporate Development, Investments, Finance, Capital Markets, Investment Banking, Private Placements, Equities, Investor Relations, Private Equity, Strategy, Due Diligence, Business Strategy, Securities, Budgets, Strategic Planning, Mining, Public Companies, Financial Reporting, Acquisitions, Mergers, Financial Analysis, Accounting, Capital, Financial Modeling, Business Planning, Internal Controls, Financial Advisory, Forecasting, Divestitures, M&A experience, Strategic Financial..., Capital Raising, Asset Managment, Corporate Governance, Project Finance, Risk Management, Equity Valuation, Financial Structuring, DCF, Treasury Management, Equity Capital Markets, Cash Flow Forecasting, Mergers & Acquisitions
Education
Canadian Securities Institute, CSC 1995 — 1995
PDO, CSC, CPH, PDO
Canadian Institute of Chartered Business Valuators - CBV 1990 — 1994
CBV, Business Valuation
Institute of Chartered Accountants 1987 — 1990
CA, Accounting, Audit and Taxation
University of Manitoba 1983 — 1987
B.Comm. (Hons.), Business
Ernst & Young November 2008 - Present
KPMG Corporate Finance May 2002 - October 2005
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA
iRobot 2006 - Present
NIRI - Boston 2005 - 2015
NIRI - Boston 2005 - 2015
Dynamics Research 2002 - 2006
KPMG Corporate Finance 1998 - 2000
Claremont Technology Group 1996 - 1998
McCracken Financial Software 1994 - 1996
Society For Savings 1990 - 1994
Eliot Bank 1985 - 1989
Shawmut Bank 1979 - 1985
Skills
Mergers & Acquisitions, Corporate Development, Investor Relations, Management, Credit, Enterprise Software, Treasury, Loans, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School
BS, Economics
Capital Power Corporation March 2012 - Present
KPMG Corporate Finance September 2007 - February 2012
KPMG January 2005 - September 2007
Skills
IFRS, Valuation, Financial Reporting, Internal Audit, Finance, Accounting, Divestitures, Auditing, Financial Analysis, Internal Controls, Strategic Planning, Business Valuation
Education
University of Alberta 2000 — 2005
BCom, Accounting
Old Scona High 1997 — 2000
Axial 2015 - 2015
Taro Pharmaceuticals (Part of Sun Pharma Group) September 2013 - December 2014
SUN PHARMA January 2013 - September 2013
KPMG Corporate Finance June 2010 - July 2010
Motley Resources June 2009 - July 2009
GlaxoSmithKline Summer 2008 June 2008 - July 2008
Skills
Matlab, Analysis, Valuation, Strategy, Business Development, Mergers & Acquisitions, Portfolio Management, Microsoft Excel, Microsoft Office, Competitive Analysis
Education
INSEAD
Master of Business Administration (MBA)
Columbia University in the City of New York 2010 — 2011
M.Sc, Operations Research
McGill University 2006 — 2010
B.Eng, Civil Engineering
KPMG Corporate Finance August 2007 - Present
KPMG LLP August 2007 - Present
Manager (Financial Management/Credit Risk Management) August 2009 - August 2011
CONVENTRY HEALTH CARE March 2007 - August 2007
CAPITALONE BANK March 2005 - February 2007
Skills
Quality Assurance and..., Financial Risk..., Corporate Tax, Fixed Income, Asset-backed..., Structured Finance, Program Management, Financial Analysis, Cash Flow Analysis
Education
University of Maryland University College 2007 — 2009
Master's Degree, Masters in Accounting & Finance
The Coca-Cola Company September 2014 - Present
Coca-Cola Refreshments June 2011 - September 2014
The Coca-Cola Company March 2007 - June 2011
The Coca-Cola Company August 2005 - March 2007
The Coca-Cola Company November 2004 - August 2005
Intel Corporation April 2001 - November 2004
KPMG Corporate Finance January 1999 - April 2001
Skills
Financial Analysis, Teamwork, Cost Savings, Project Evaluation, Budgeting, Business Analysis, Strategic Planning, Cross-functional Team..., Budgets, Finance, Project Planning, P&L, Auditing
Education
Universidad de Costa Rica 2000 — 2002
Masters, Finance
Universidad de Costa Rica 2000 — 2002
MBA, Finance
Sport Draftr March 2015 - Present
VDM Capital Management LLC February 2014 - Present
HSBC Alternative Investments October 2010 - January 2014
KPMG Corporate Finance July 2008 - August 2008
Skills
Systematic Trading, Hedge Funds, Quantitative Analytics, Derivatives, Risk Management, Java, Python, MongoDB, Financial Modeling, Node.js, NoSQL, Alternative Investments, Financial Analysis, Corporate Finance, Investments, Bloomberg, Economics, Management, Matlab, FX, Perl, R, XML, SQL, MySQL, HTML5, CSS, AngularJS, Bootstrap
Education
Cass Business School 2009 — 2010
MSc
Imperial College London 2006 — 2009
BSc (Hons)
Canford
Mizuho Securities USA Inc. April 2015 - Present
RBS Securities Inc July 2001 - Present
KPMG Corporate Finance 2000 - 2001
Skills
Corporate Finance, Capital Markets, Mergers & Acquisitions, Financial Modeling, Banking, Structured Finance, Aviation, Aerospace, Defense
Education
University of Newcastle-upon-Tyne 1995 — 1998
BA (hons), Geography with Economics
Krismark Holdings January 2014 - Present
Wakefield Canada Inc. June 2005 - December 2013
KPMG Corporate Finance 1995 - 2005
Skills
Forecasting, Financial Analysis, Financial Reporting, Internal Controls, Accounting, Strategic Planning, Budgets, Business Strategy, Business Planning, Auditing, Process Improvement, Strategy
Education
Saint Mary's University 1985 — 1989
BComm
Festa Hotels November 2010 - Present
KPMG Corporate Finance September 2005 - September 2008
Skills
Valuation, Financial Analysis, Risk Management, Financial Reporting, Financial Management, Big 4, Cash Flow, Financial Modeling, Financial Planning
Education
Freie Universität Berlin 2000 — 2005
Corporate Finance, Risk Management, Capital & Equity Markets
Ikonomièeski universitet, Varna
Bloomberg LP March 2015 - Present
PwC Hungary August 2013 - February 2015
Budapest Business Journal January 2010 - February 2015
Interfax News Agency 1999 - 2003
KPMG Corporate Finance 1998 - 2000
Skills
Journalism, Writing, English, Research, Editing, Economics, News Writing, Magazines, Proofreading, Business Journalism, Media Relations, Copywriting, New Media, Strategic Communications, Publishing, Newspapers, Editorial, Blogging, Press Releases, Online Journalism, Online Publishing, Translation, Digital Media, Marketing Communications, Public Relations
Education
Budapesti Corvinus Egyetem 1990 — 1996
Master of Arts (MA), Economics
Universidad Autónoma de Madrid 1997 — 1997
European Studies
Thames Valley University, London 1996 — 1996
European studies, media
CIBC May 2014 - Present
CIBC September 2012 - May 2014
CIBC July 2010 - September 2012
KPMG Corporate Finance September 2005 - June 2010
Skills
Valuation, LBO, Restructuring, Due Diligence, Finance, Mergers, Leveraged Finance, Divestitures, Financial Modeling, Structured Finance, Business Valuation, Capital Markets, Private Equity, Financial Structuring, Mergers & Acquisitions, Corporate Finance
Education
Canadian Institute of Chartered Business Valuators
CBV
Institute of Chartered Accountants of Ontario
CA
The University of Western Ontario - Richard Ivey School of Business
HBA
Clairvest Group Inc. April 2010 - Present
McKinsey & Company August 2007 - April 2010
Triago October 2004 - July 2006
Bank of Montreal July 2001 - May 2004
KPMG Corporate Finance 2000 - 2000
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Venture Capital, Mergers, LBO, Investment Banking, Corporate Development, Business Strategy, Capital Markets, M&A experience, Management Consulting, Investments
Education
INSEAD 2006 — 2007
MBA
McGill University 1998 — 2001
Bachelor of Commerce, Joint Honours in Economics and Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
KPMG - Corporate Finance February 2010 - May 2013
KPMG August 2007 - January 2010
Skills
Valuation, Financial Accounting, Financial Analysis, Financial Modeling, Business Valuation, Mergers, Purchase Price..., Intangible Assets, Corporate Finance, Auditing, Internal Audit, Management Consulting, Mergers, Mergers & Acquisitions, Analysis
Education
Fuqua School of Business, Duke University 2013 — 2015
Master of Business Administration (MBA)
The Chartered Institute of Management Accountants 2007 — 2009
Management Accountant, Management and strategies in finance
The Institute of Chartered Accountants of India 2004 — 2009
Associate Chartered Accountant, Finance and Accounting
KPMG Corporate Finance Corporate Finance GroupArthur Andersen2000 - 2002
California Bank & Trust 1998 - 2000
Wells Fargo Bank January 1992 - December 1998
Education
University of Southern California - Marshall School of Business 1998 — 2001
MBA, Finance
Loyola Marymount University 1989 — 1993
BS, Finance
KPMG Corporate Finance August 2008 - Present
Navigant Capital Advisors 2005 - 2008
Education
Miami University
Bachelor of Science, Finance
IEG Holdings Corporation September 2011 - Present
BDO Corporate Finance 2011 - 2011
KPMG Corporate Finance 2010 - 2010
Ernst & Young January 2008 - December 2009
Skills
Financial Analysis, Business Strategy, Strategy, Corporate Finance, Finance, Financial Modeling
Education
University of New South Wales 2010 — 2011
Master of Finance (MFin), Corporate Finance
Institute of Chartered Accountants Australia 2008 — 2011
Graduate Diploma of Chartered Accounting (GradDipCA)
Bond University 2005 — 2007
Bachelor of Commerce (B.Com.), Finance and Accounting