Bates Group LLC
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Bates Group LLC Employees
Employee
Years
Job
Industry
Margaret Terry, SPHR, SHRM-SCP Margaret Terry, SPHR, SHRM-SCP's Bates Group LLC Experience April 2011 - Present
Job Chief Human Resources and Administrative Officer | Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC April 2011 - Present
LECG October 2008 - March 2011
LECG July 2006 - October 2008
Saks Fifth Avenue June 2004 - May 2006
Saks Fifth Avenue October 2000 - June 2004
Meier and Frank May 1998 - September 2000
Skills
Human Resources, Recruiting, Talent Management, Talent Acquisition, Employee Engagement, New Hire Orientations, HRIS, College Recruiting, Applicant Tracking..., Payroll, Coaching, Training, Organizational..., Employee Relations, Compensation & Benefit, Onboarding, Risk Management, Office Management, Operations Management, Accounts Payable, Employee Benefits, Facilities Management, Business Planning, Strategic Planning, Workforce Planning, Workforce Management, Vendor Management, Management, Analysis, HR Policies
Education
Marylhurst University 2010 — 2010
Oregon State University
Bates Group LLC April 2011 - Present
LECG October 2008 - March 2011
LECG July 2006 - October 2008
Saks Fifth Avenue June 2004 - May 2006
Saks Fifth Avenue October 2000 - June 2004
Meier and Frank May 1998 - September 2000
Skills
Human Resources, Recruiting, Talent Management, Talent Acquisition, Employee Engagement, New Hire Orientations, HRIS, College Recruiting, Applicant Tracking..., Payroll, Coaching, Training, Organizational..., Employee Relations, Compensation & Benefit, Onboarding, Risk Management, Office Management, Operations Management, Accounts Payable, Employee Benefits, Facilities Management, Business Planning, Strategic Planning, Workforce Planning, Workforce Management, Vendor Management, Management, Analysis, HR Policies
Education
Marylhurst University 2010 — 2010
Oregon State University
Charlie Maines Charlie Maines's Bates Group LLC Experience September 2013 - October 2013
Job Analyst II, Capital Markets at First Tech Federal Credit Union
Industry Legal Services
Experience
First Tech Federal Credit Union March 2015 - Present
First Tech Federal Credit Union October 2013 - March 2015
Bates Group LLC September 2013 - October 2013
Bates Group LLC September 2011 - September 2013
ProgrammableWeb June 2011 - September 2011
Powell Valuation inc. February 2011 - July 2011
Willamette University September 2010 - May 2011
Nordstrom May 2010 - August 2010
Willamette University November 2009 - May 2010
Willamette University September 2009 - May 2010
Skills
Economics, Retail, Social Media, Public Speaking, Fundraising, Research, Social Networking, PowerPoint, Microsoft Excel, TestComplete, Blogging, Bloomberg Terminal, Morningstar, Morningstar Direct, Forensic Accounting, Investment Research, Litigation Consulting, Financial Analysis, Sales, Data Analysis, Event Planning, Outlook, Access, Microsoft Word, Marketing
Education
UCLA Extension Corporate Education & Custom Programs 2014 — 2016
Graduate Certificate in Finance, Finance, General
Rice University 2014 — 2014
Certified Treasury Professional Prep Course, Banking and Financial Support Services, Pass
Willamette University 2007 — 2011
BA, Economics
First Tech Federal Credit Union March 2015 - Present
First Tech Federal Credit Union October 2013 - March 2015
Bates Group LLC September 2013 - October 2013
Bates Group LLC September 2011 - September 2013
ProgrammableWeb June 2011 - September 2011
Powell Valuation inc. February 2011 - July 2011
Willamette University September 2010 - May 2011
Nordstrom May 2010 - August 2010
Willamette University November 2009 - May 2010
Willamette University September 2009 - May 2010
Skills
Economics, Retail, Social Media, Public Speaking, Fundraising, Research, Social Networking, PowerPoint, Microsoft Excel, TestComplete, Blogging, Bloomberg Terminal, Morningstar, Morningstar Direct, Forensic Accounting, Investment Research, Litigation Consulting, Financial Analysis, Sales, Data Analysis, Event Planning, Outlook, Access, Microsoft Word, Marketing
Education
UCLA Extension Corporate Education & Custom Programs 2014 — 2016
Graduate Certificate in Finance, Finance, General
Rice University 2014 — 2014
Certified Treasury Professional Prep Course, Banking and Financial Support Services, Pass
Willamette University 2007 — 2011
BA, Economics
Richard Aldersea Richard Aldersea's Bates Group LLC Experience May 2011 - Present
Job Growth Advisor to Consulting Firms
Industry Management Consulting
Experience
Equiteq LLP November 2012 - Present
Bates Group LLC May 2011 - Present
Sitka Technology Group 2014 - Present
KRW International April 2010 - June 2014
GlobalEdge Solutions LLC July 2012 - 2014
LVA Partners March 2008 - 2013
Brightworks Sustainability Advisors July 2010 - May 2012
emergent2 September 2006 - December 2007
Mercer Delta Consulting (acquired CDR International) April 2004 - September 2006
CDR International May 2000 - March 2004
Skills
Executive Development, Executive Coaching, Strategic Planning, Business Strategy, Management Development, Executive Management, Strategy Execution, Leadership Development, 360 Feedback, Organizational..., Coaching, Strategy, Business Transformation, Team Building, Business Planning, Mergers & Acquisitions, Start-ups, Training, Management, Leadership, Workshop Facilitation, Change Management, Team Management, Talent Management, Management Consulting, Risk Management, Organizational..., Organizational Design, Culture Change, Performance Management, Entrepreneurship, Performance Improvement, Business Development, Succession Planning, Emotional Intelligence, Program Management, Acquisition Integration, MBTI
Education
Birmingham City University 1985 — 1989
BA (Hons), Business Studies, Organizational Development, Marketing
Equiteq LLP November 2012 - Present
Bates Group LLC May 2011 - Present
Sitka Technology Group 2014 - Present
KRW International April 2010 - June 2014
GlobalEdge Solutions LLC July 2012 - 2014
LVA Partners March 2008 - 2013
Brightworks Sustainability Advisors July 2010 - May 2012
emergent2 September 2006 - December 2007
Mercer Delta Consulting (acquired CDR International) April 2004 - September 2006
CDR International May 2000 - March 2004
Skills
Executive Development, Executive Coaching, Strategic Planning, Business Strategy, Management Development, Executive Management, Strategy Execution, Leadership Development, 360 Feedback, Organizational..., Coaching, Strategy, Business Transformation, Team Building, Business Planning, Mergers & Acquisitions, Start-ups, Training, Management, Leadership, Workshop Facilitation, Change Management, Team Management, Talent Management, Management Consulting, Risk Management, Organizational..., Organizational Design, Culture Change, Performance Management, Entrepreneurship, Performance Improvement, Business Development, Succession Planning, Emotional Intelligence, Program Management, Acquisition Integration, MBTI
Education
Birmingham City University 1985 — 1989
BA (Hons), Business Studies, Organizational Development, Marketing
Brian Winchell's Bates Group LLC Experience June 2004 - November 2006
Job Project Manager, Certified ScrumMaster
Industry Media Production
Experience
Squishymedia July 2015 - Present
Moda Health October 2014 - July 2015
Cambia Health Solutions June 2014 - October 2014
Blinkx February 2010 - September 2013
Tonka Seafoods, Inc. August 2008 - February 2010
Zango November 2006 - July 2008
Bates Group LLC June 2004 - November 2006
Tonka Seafoods, Inc. October 2002 - May 2004
Regence BlueCross BlueShield of Oregon July 2001 - September 2002
Skills
Process Improvement, Training, Management, Business Development, Project Management, Investigation, HIPAA, Data Analysis, Regulatory Requirements, Project Coordination, Records Management, Online Fraud, Security, Regulatory Compliance, Regulatory Affairs, Medicare, Fraud Prevention, Viruses, Incident Investigation, Regulatory Guidelines, Background Checks, Internet Security, Online Advertising, Information Security, Legal Compliance, Record Keeping, Project Planning, Fraud, Risk Assessment, Online Marketing, Credit Card Fraud, Financial Statements, Food Processing, Food Industry, Interviews, Financial Analysis, Supervisory Skills, Security Analysis, Medical Compliance, Policy, Quality Assurance, Leadership, Databases, Mentoring, Microsoft Excel, Budgets, Customer Service, Scrum, Agile Methodologies, Fraud Detection
Education
Southern Oregon University 1998 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
Squishymedia July 2015 - Present
Moda Health October 2014 - July 2015
Cambia Health Solutions June 2014 - October 2014
Blinkx February 2010 - September 2013
Tonka Seafoods, Inc. August 2008 - February 2010
Zango November 2006 - July 2008
Bates Group LLC June 2004 - November 2006
Tonka Seafoods, Inc. October 2002 - May 2004
Regence BlueCross BlueShield of Oregon July 2001 - September 2002
Skills
Process Improvement, Training, Management, Business Development, Project Management, Investigation, HIPAA, Data Analysis, Regulatory Requirements, Project Coordination, Records Management, Online Fraud, Security, Regulatory Compliance, Regulatory Affairs, Medicare, Fraud Prevention, Viruses, Incident Investigation, Regulatory Guidelines, Background Checks, Internet Security, Online Advertising, Information Security, Legal Compliance, Record Keeping, Project Planning, Fraud, Risk Assessment, Online Marketing, Credit Card Fraud, Financial Statements, Food Processing, Food Industry, Interviews, Financial Analysis, Supervisory Skills, Security Analysis, Medical Compliance, Policy, Quality Assurance, Leadership, Databases, Mentoring, Microsoft Excel, Budgets, Customer Service, Scrum, Agile Methodologies, Fraud Detection
Education
Southern Oregon University 1998 — 2001
Bachelor's Degree, Speech Communication and Rhetoric
Calvin Howell Calvin Howell's Bates Group LLC Experience September 2015 - Present
Job Analyst at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC September 2015 - Present
Rutherford Investment Management June 2015 - September 2015
Associated Students of Linfield College May 2014 - May 2015
Living Water Financial Advisors June 2014 - July 2014
Associated Students of Linfield College May 2013 - May 2014
Trio Upward Bound-Linfield College September 2012 - May 2013
Linfield College Residence Life August 2012 - May 2013
Trio Upward Bound-Linfield College June 2012 - July 2012
Skills
Conflict Resolution, Program Management, Critical Thinking, Communication Skills, Event Planning, Team Building, Finance, Communication, Financial Analysis, Market Analysis
Education
Linfield College 2011 — 2015
Bachelor's Degree, Finance
Alamo Heights
Bates Group LLC September 2015 - Present
Rutherford Investment Management June 2015 - September 2015
Associated Students of Linfield College May 2014 - May 2015
Living Water Financial Advisors June 2014 - July 2014
Associated Students of Linfield College May 2013 - May 2014
Trio Upward Bound-Linfield College September 2012 - May 2013
Linfield College Residence Life August 2012 - May 2013
Trio Upward Bound-Linfield College June 2012 - July 2012
Skills
Conflict Resolution, Program Management, Critical Thinking, Communication Skills, Event Planning, Team Building, Finance, Communication, Financial Analysis, Market Analysis
Education
Linfield College 2011 — 2015
Bachelor's Degree, Finance
Alamo Heights
Shelley Aebi's Bates Group LLC Experience July 2010 - September 2015
Job Executive Assistant
Industry Management Consulting
Experience
Bates Group LLC July 2010 - September 2015
JONES PARTNERS March 1996 - July 2010
Skills
Professional Services, Executive..., Executive Calendar..., Organization Skills, Communication, Notary Public, Outlook, Microsoft Word, Microsoft Office, Office Administration, Travel Arrangements, Client Services, Microsoft Excel, PowerPoint, Scheduling, Team Building, Accounting, Project Management, Confidentiality, Leadership, Budgets, Management, New Business Development, Executive Search, Sales, Human Resources, Strategic Planning, Event Planning, Customer Service, Relationship Management
Education
Linfield College
Bachelor of Science (B.S.), Business Administration and Management, General
Bates Group LLC July 2010 - September 2015
JONES PARTNERS March 1996 - July 2010
Skills
Professional Services, Executive..., Executive Calendar..., Organization Skills, Communication, Notary Public, Outlook, Microsoft Word, Microsoft Office, Office Administration, Travel Arrangements, Client Services, Microsoft Excel, PowerPoint, Scheduling, Team Building, Accounting, Project Management, Confidentiality, Leadership, Budgets, Management, New Business Development, Executive Search, Sales, Human Resources, Strategic Planning, Event Planning, Customer Service, Relationship Management
Education
Linfield College
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Naylor Brian Naylor's Bates Group LLC Experience 2003 - 2006
Job Instructional Media Senior Analyst at Salesforce
Industry Information Technology and Services
Experience
Salesforce June 2015 - Present
salesforce.com March 2014 - June 2015
salesforce.com February 2014 - March 2014
salesforce.com April 2013 - February 2014
NWEA 2009 - 2013
M Financial Group 2006 - 2009
Bates Group LLC 2003 - 2006
Bates Private Capital - LECG 2002 - 2003
Columbia River Oncology Program 2000 - 2002
Stream International 1999 - 2000
Skills
Video Production, Video Editing, Training Videos, Promotional Videos, Technical Support, Help Desk Support, Customer Service, Training, Technical Training, Management, Computer Repair, Troubleshooting, Linux, Windows 7, Networking, Hardware, Educational Technology, Technical Documentation, Content Development, Learning Management, Distance Learning, Organizational Learning, Nonprofits, System Administration, Active Directory, Microsoft Applications, Learning Management..., Windows, Software Documentation, Project Management, Salesforce.com, Computer Hardware, E-Learning, Blended Learning, Mobile Learning, Hardware Repair
Education
Portland Community College
Computer and Information Sciences and Support Services
Wright State University
Classical and Ancient Studies
Richmond High School
Diploma, International Business
Salesforce June 2015 - Present
salesforce.com March 2014 - June 2015
salesforce.com February 2014 - March 2014
salesforce.com April 2013 - February 2014
NWEA 2009 - 2013
M Financial Group 2006 - 2009
Bates Group LLC 2003 - 2006
Bates Private Capital - LECG 2002 - 2003
Columbia River Oncology Program 2000 - 2002
Stream International 1999 - 2000
Skills
Video Production, Video Editing, Training Videos, Promotional Videos, Technical Support, Help Desk Support, Customer Service, Training, Technical Training, Management, Computer Repair, Troubleshooting, Linux, Windows 7, Networking, Hardware, Educational Technology, Technical Documentation, Content Development, Learning Management, Distance Learning, Organizational Learning, Nonprofits, System Administration, Active Directory, Microsoft Applications, Learning Management..., Windows, Software Documentation, Project Management, Salesforce.com, Computer Hardware, E-Learning, Blended Learning, Mobile Learning, Hardware Repair
Education
Portland Community College
Computer and Information Sciences and Support Services
Wright State University
Classical and Ancient Studies
Richmond High School
Diploma, International Business
Julie Johnstone Julie Johnstone's Bates Group LLC Experience 2011 - Present
Job Senior Managing Consultant/COO
Industry Management Consulting
Experience
Bates Group LLC 2011 - Present
LECG 2005 - 2011
Skills
Financial Analysis, Securities, Financial Modeling
Education
Portland State University 1983 — 1988
BS, Finance/Accounting
Bates Group LLC 2011 - Present
LECG 2005 - 2011
Skills
Financial Analysis, Securities, Financial Modeling
Education
Portland State University 1983 — 1988
BS, Finance/Accounting
Mark Zillmann Mark Zillmann's Bates Group LLC Experience 2003 - 2008
Job Performance Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO 2015 - Present
Heald College 2009 - 2015
Independent Contractor 2008 - 2008
Bates Group LLC 2003 - 2008
Skills
Microsoft Office, Microsoft Excel, CampusVue, Adobe Creative Suite, QuickBooks, Financial Reporting
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon
Bachelor's Degree, Journalism - Magazine Writing and Editing
CTC myCFO 2015 - Present
Heald College 2009 - 2015
Independent Contractor 2008 - 2008
Bates Group LLC 2003 - 2008
Skills
Microsoft Office, Microsoft Excel, CampusVue, Adobe Creative Suite, QuickBooks, Financial Reporting
Education
Marylhurst University
Master of Business Administration (MBA), Business Administration and Management, General
University of Oregon
Bachelor's Degree, Journalism - Magazine Writing and Editing
James Farren James Farren's Bates Group LLC Experience May 2013 - January 2015
Job FINRA Contractor at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Financial Industry Regulatory Authority January 2015 - Present
Bates Group, LLC May 2013 - January 2015
TIAA-CREF Financial Services December 2011 - March 2013
Wells Fargo Advisors August 1999 - December 2011
PaineWebber Incorporated February 1989 - August 1999
Skills
Financial services..., Risk Management, Options, Policy, Onboarding, Series 7, Series 63, Securities, Investments, Financial Services, Wealth Management, Futures, Series 3, Series 4, Series 24, Training, Uniform Combined State..., FINRA, Series 6, Investment Advisory, Equities, Hedge Funds, Fixed Income
Education
The Cooper Union for the Advancement of Science and Art 1976 — 1977
Trenna Landers's Bates Group LLC Experience April 2012 - April 2015
Job Senior Accountant at Bates Group LLC
Industry Accounting
Experience
Employers Overload May 2015 - Present
Bates Group LLC April 2012 - April 2015
Bates Group LLC June 2011 - March 2012
Accounting Made Easy February 2007 - March 2012
Amazing Maids of Washington, Inc January 2007 - March 2012
The Furniture Connexion March 2009 - May 2011
Skills
Bookkeeping, Payroll, Accounting, Financial Reporting, Tax, Quickbooks, Financial Analysis, Journal Entries, Financial Statements, Microsoft Excel, Fixed Assets, GAAP, General Ledger, Bank Reconciliation, Forensic Accounting, Cash Flow, Cash Flow Forecasting, Account Reconciliation, Balance, Microsoft Word, Accounts Receivable, Accounts Payable, Microsoft Office, Accruals, Office Management, Internal Controls, Small Business, QuickBooks, Tax Returns
Education
Tax Preparers School 2002 — 2002
Tax Preparer in Oregon, Tax Preparer
Portland State University 1985 — 1992
BS, Social Science: Accounting and Psychology
Employers Overload May 2015 - Present
Bates Group LLC April 2012 - April 2015
Bates Group LLC June 2011 - March 2012
Accounting Made Easy February 2007 - March 2012
Amazing Maids of Washington, Inc January 2007 - March 2012
The Furniture Connexion March 2009 - May 2011
Skills
Bookkeeping, Payroll, Accounting, Financial Reporting, Tax, Quickbooks, Financial Analysis, Journal Entries, Financial Statements, Microsoft Excel, Fixed Assets, GAAP, General Ledger, Bank Reconciliation, Forensic Accounting, Cash Flow, Cash Flow Forecasting, Account Reconciliation, Balance, Microsoft Word, Accounts Receivable, Accounts Payable, Microsoft Office, Accruals, Office Management, Internal Controls, Small Business, QuickBooks, Tax Returns
Education
Tax Preparers School 2002 — 2002
Tax Preparer in Oregon, Tax Preparer
Portland State University 1985 — 1992
BS, Social Science: Accounting and Psychology
Alex Kenefick's Bates Group LLC Experience May 2014 - August 2014
Job Healthcare Leadership and Physician Recruitment at UHC Solutions
Industry Staffing and Recruiting
Experience
UHC Solutions January 2015 - Present
Prolifiq Software August 2014 - December 2014
Bates Group LLC May 2014 - August 2014
Pamplin School of Business June 2011 - May 2014
Uhaul June 2013 - August 2013
Marcus & Millichap May 2013 - August 2013
Sears Holdings Corporation March 2010 - June 2011
J.T. Schmids June 2009 - August 2009
Skills
Teamwork, Customer Service, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Financial Analysis, Access, Market Research, Analysis, Research, Social Media, Management, Event Planning, Communication, Outlook
Education
University of Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jserra Catholic High School 2006 — 2010
UHC Solutions January 2015 - Present
Prolifiq Software August 2014 - December 2014
Bates Group LLC May 2014 - August 2014
Pamplin School of Business June 2011 - May 2014
Uhaul June 2013 - August 2013
Marcus & Millichap May 2013 - August 2013
Sears Holdings Corporation March 2010 - June 2011
J.T. Schmids June 2009 - August 2009
Skills
Teamwork, Customer Service, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Time Management, Financial Analysis, Access, Market Research, Analysis, Research, Social Media, Management, Event Planning, Communication, Outlook
Education
University of Portland 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jserra Catholic High School 2006 — 2010
Kim Shaw Elliott Kim Shaw Elliott's Bates Group LLC Experience 2014 - June 2015
Job President, IFP Plan Advisors at Independent Financial Partners (IFP)
Industry Financial Services
Experience
Independent Financial Partners (IFP) June 2015 - Present
Baugh, Dalton, Carlson & Ryan, LLC January 2014 - June 2015
Bates Group, LLC 2014 - June 2015
Roberts Elliott, LLP January 2012 - January 2014
Pension Resource Institute, LLC January 2012 - January 2014
EverBank 2010 - 2011
Edward Jones 2006 - 2010
First Financial Planners, Inc. 2002 - 2006
Zurich Life 1999 - 2001
GENAMERICA COMPANIES 1985 - 1998
Skills
FINRA, Securities Regulation, Mutual Funds, ERISA, Retirement, Investments, Wealth Management, Securities, 401k, Financial Services, Insurance, IRAs, Commercial Litigation, Estate Planning, Employee Benefits, Investment Advisory, Corporate Governance, Dispute Resolution, Tax, Legal Compliance, Employment Law, Securities Litigation, Retirement Planning, Series 24, Profit Sharing, Investment Management, Pensions, Fiduciary, Series 7, 3(16) Services
Education
Washington University in St. Louis - Olin Business School
Executive MBA
Washington University in St. Louis School of Law
LLM, Graduate Law- Taxation
Washington University in St. Louis School of Law 1976 — 1979
JD, Law
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Mass Communications- Radio/TV
Independent Financial Partners (IFP) June 2015 - Present
Baugh, Dalton, Carlson & Ryan, LLC January 2014 - June 2015
Bates Group, LLC 2014 - June 2015
Roberts Elliott, LLP January 2012 - January 2014
Pension Resource Institute, LLC January 2012 - January 2014
EverBank 2010 - 2011
Edward Jones 2006 - 2010
First Financial Planners, Inc. 2002 - 2006
Zurich Life 1999 - 2001
GENAMERICA COMPANIES 1985 - 1998
Skills
FINRA, Securities Regulation, Mutual Funds, ERISA, Retirement, Investments, Wealth Management, Securities, 401k, Financial Services, Insurance, IRAs, Commercial Litigation, Estate Planning, Employee Benefits, Investment Advisory, Corporate Governance, Dispute Resolution, Tax, Legal Compliance, Employment Law, Securities Litigation, Retirement Planning, Series 24, Profit Sharing, Investment Management, Pensions, Fiduciary, Series 7, 3(16) Services
Education
Washington University in St. Louis - Olin Business School
Executive MBA
Washington University in St. Louis School of Law
LLM, Graduate Law- Taxation
Washington University in St. Louis School of Law 1976 — 1979
JD, Law
Southern Illinois University, Edwardsville
Bachelor of Science (BS), Mass Communications- Radio/TV
Peter J. Klouda Peter J. Klouda's Bates Group LLC Experience January 2014 - Present
Job Principal at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Kai Nakashima Kai Nakashima's Bates Group LLC Experience April 2011 - January 2014
Job Applications Development and Data Processing Manager at Direct Marketing Solutions
Industry Information Technology and Services
Experience
Direct Marketing Solutions July 2015 - Present
State of Oregon January 2014 - Present
Bates Group LLC April 2011 - January 2014
LECG November 2006 - April 2011
Summit Information Systems 2000 - 2006
Skills
Databases, SDLC, Agile Methodologies, Software Development, SQL, Software Project..., Microsoft SQL Server, Web Applications, Unix, Linux, Visual Studio, C#, Crystal Reports, Testing, Subversion, C++, Web Services, PostgreSQL
Education
Pacific University 1997 — 2001
BS, Applied Science - Computer Science & Chemistry
Direct Marketing Solutions July 2015 - Present
State of Oregon January 2014 - Present
Bates Group LLC April 2011 - January 2014
LECG November 2006 - April 2011
Summit Information Systems 2000 - 2006
Skills
Databases, SDLC, Agile Methodologies, Software Development, SQL, Software Project..., Microsoft SQL Server, Web Applications, Unix, Linux, Visual Studio, C#, Crystal Reports, Testing, Subversion, C++, Web Services, PostgreSQL
Education
Pacific University 1997 — 2001
BS, Applied Science - Computer Science & Chemistry
Warren Duke Bates Warren Duke Bates's Bates Group LLC Experience December 2008 - March 2010
Job at US LBM Holdings
Industry Logistics and Supply Chain
Experience
US LBM Holdings April 2010 - Present
Universal Supply Co April 2010 - Present
Bates Group LLC December 2008 - March 2010
Stock Building Supply June 2006 - September 2008
Stock Building Supply March 2006 - May 2006
Universal Supply Company January 1984 - February 2006
Skills
Project Management, Mergers, Risk Management, Business Process..., Management, Project Planning, Budgets, Team Building, Construction, Contract Negotiation, Logistics, Mergers & Acquisitions, Business Process, Financial Analysis, Process Improvement, Forecasting, Pricing, Business Strategy, Negotiation, Strategic Planning, Business Development
Education
Stockton University 1976 — 1980
BS, Business Administration / Finance
US LBM Holdings April 2010 - Present
Universal Supply Co April 2010 - Present
Bates Group LLC December 2008 - March 2010
Stock Building Supply June 2006 - September 2008
Stock Building Supply March 2006 - May 2006
Universal Supply Company January 1984 - February 2006
Skills
Project Management, Mergers, Risk Management, Business Process..., Management, Project Planning, Budgets, Team Building, Construction, Contract Negotiation, Logistics, Mergers & Acquisitions, Business Process, Financial Analysis, Process Improvement, Forecasting, Pricing, Business Strategy, Negotiation, Strategic Planning, Business Development
Education
Stockton University 1976 — 1980
BS, Business Administration / Finance
Bruce Cramer Bruce Cramer's Bates Group LLC Experience April 2011 - Present
Job Securities Litigation Consultant/Expert Witness at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC April 2011 - Present
Bates Pirvate Capital, An LECG Company November 2004 - March 2011
Wells Fargo Investments,LLC January 1999 - November 2004
Morgan Stanley Smith Barney October 1981 - January 1999
Merrill Lynch June 1977 - October 1981
Skills
Securities, FINRA, Financial Analysis, Equities, Fixed Income, Mutual Funds, Options, Financial Risk, Asset Allocation, Finance, Analysis, Investment Advisory, Risk Management, Securities Regulation, Investment Strategies, Strategic Financial..., Financial Advisory, Investments, Series 7, Alternative Investments
Education
Oregon State University 1972 — 1976
BS, Business Administration, Finance
Bates Group LLC April 2011 - Present
Bates Pirvate Capital, An LECG Company November 2004 - March 2011
Wells Fargo Investments,LLC January 1999 - November 2004
Morgan Stanley Smith Barney October 1981 - January 1999
Merrill Lynch June 1977 - October 1981
Skills
Securities, FINRA, Financial Analysis, Equities, Fixed Income, Mutual Funds, Options, Financial Risk, Asset Allocation, Finance, Analysis, Investment Advisory, Risk Management, Securities Regulation, Investment Strategies, Strategic Financial..., Financial Advisory, Investments, Series 7, Alternative Investments
Education
Oregon State University 1972 — 1976
BS, Business Administration, Finance
Andrew Daniel Andrew Daniel's Bates Group LLC Experience August 2013 - Present
Job Director at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC August 2013 - Present
Bates Group LLC April 2011 - Present
LECG August 2005 - April 2011
Bates Private Capital October 2002 - August 2005
Jossco USA 1999 - 2002
BHP 1996 - 1998
Skills
Litigation Consulting, Financial Analysis, Investments, Forensic Accounting, Accounting, Risk Management, Equities, Analysis, Management Consulting, Due Diligence, Management, Internal Audit, Financial Modeling, Securities, Securities Litigation, Budgets, Expert Witness, Alternative Investments, Restructuring, Change Management
Education
Association of Certified Valaution Analysts 2009 — 2009
Certified Valuation Analyst, Business Valuation
Association of Certified Fraud Examiners 2008 — 2008
CFE, Certified Fraud Examiner
UNSW Australia 2000 — 2002
Masters, Commerce
Australian Institue of Chartered Accountants 1991 — 1992
ACA, Accounting
Monash University 1987 — 1990
Bachelor of Economics, Accounting & Finance
Bates Group LLC August 2013 - Present
Bates Group LLC April 2011 - Present
LECG August 2005 - April 2011
Bates Private Capital October 2002 - August 2005
Jossco USA 1999 - 2002
BHP 1996 - 1998
Skills
Litigation Consulting, Financial Analysis, Investments, Forensic Accounting, Accounting, Risk Management, Equities, Analysis, Management Consulting, Due Diligence, Management, Internal Audit, Financial Modeling, Securities, Securities Litigation, Budgets, Expert Witness, Alternative Investments, Restructuring, Change Management
Education
Association of Certified Valaution Analysts 2009 — 2009
Certified Valuation Analyst, Business Valuation
Association of Certified Fraud Examiners 2008 — 2008
CFE, Certified Fraud Examiner
UNSW Australia 2000 — 2002
Masters, Commerce
Australian Institue of Chartered Accountants 1991 — 1992
ACA, Accounting
Monash University 1987 — 1990
Bachelor of Economics, Accounting & Finance
Robert Miś, CFA Robert Miś, CFA's Bates Group LLC Experience April 2011 - May 2014
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
Kim Troy Kim Troy's Bates Group LLC Experience September 2011 - April 2012
Job Enablement Consultant at Sprinklr
Industry Information Technology and Services
Experience
Sprinklr February 2015 - Present
Nike August 2012 - January 2015
Nike May 2012 - August 2012
Bates Group LLC September 2011 - April 2012
Portland Bottling Company May 2011 - September 2011
Office of Admissions, University of Portland August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Analysis, Management, Microsoft Word, Information Systems, Data Entry, Analysis, Inventory Control, Training, Fishbowl Inventory, Financial Market..., Sales, Inventory Management, Software Documentation, Organizational..., Marketing, System Testing, System Implementations, Process Improvement, Business Process..., Communication Skills, Project Management, Supply Chain, Communication
Education
University of Portland 2007 — 2011
Bachelor of Business Administration (BBA), Global Business emphasizing in Finance, Mathematics Minor
John Cabot University 2010 — 2010
International Business
Sprinklr February 2015 - Present
Nike August 2012 - January 2015
Nike May 2012 - August 2012
Bates Group LLC September 2011 - April 2012
Portland Bottling Company May 2011 - September 2011
Office of Admissions, University of Portland August 2010 - April 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Data Analysis, Management, Microsoft Word, Information Systems, Data Entry, Analysis, Inventory Control, Training, Fishbowl Inventory, Financial Market..., Sales, Inventory Management, Software Documentation, Organizational..., Marketing, System Testing, System Implementations, Process Improvement, Business Process..., Communication Skills, Project Management, Supply Chain, Communication
Education
University of Portland 2007 — 2011
Bachelor of Business Administration (BBA), Global Business emphasizing in Finance, Mathematics Minor
John Cabot University 2010 — 2010
International Business
Tyler Gelfand Tyler Gelfand's Bates Group LLC Experience March 2011 - May 2012
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
Palisade Financial Advisory LLC June 2012 - Present
Bates Group LLC March 2011 - May 2012
LECG August 2005 - March 2011
Bates Private Capital 2003 - 2005
Bates Private Capital (LECG) 2003 - 2005
Skills
Forensic Accounting, Valuation, Financial Modeling, Litigation Consulting, Litigation Support, Business Valuation, Financial Analysis, Expert Witness, Certified Fraud Examiner, Corporate Finance, Investments, Mergers, Consulting, Finance, Mergers & Acquisitions, Due Diligence, Sales, Strategy, Strategic Planning, Securities
Education
University of Phoenix 2006 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
FTI Consulting September 2014 - Present
Palisade Financial Advisory LLC June 2012 - Present
Bates Group LLC March 2011 - May 2012
LECG August 2005 - March 2011
Bates Private Capital 2003 - 2005
Bates Private Capital (LECG) 2003 - 2005
Skills
Forensic Accounting, Valuation, Financial Modeling, Litigation Consulting, Litigation Support, Business Valuation, Financial Analysis, Expert Witness, Certified Fraud Examiner, Corporate Finance, Investments, Mergers, Consulting, Finance, Mergers & Acquisitions, Due Diligence, Sales, Strategy, Strategic Planning, Securities
Education
University of Phoenix 2006 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
Esdras Vera Esdras Vera's Bates Group LLC Experience December 2014 - Present
Job Global Practice Leader / Affiliated Expert Witness at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC December 2014 - Present
Realty Mark Advantage 2010 - Present
Lali Consulting, LLC 2008 - Present
Avila Capital Markets, Inc. July 2010 - November 2014
Grenel & Co., LLC January 2013 - June 2014
Murex Capital LLC October 2011 - January 2013
XP Securities, LLC November 2011 - May 2012
Banif Trading November 2007 - December 2010
ASD Financial Services November 2005 - March 2007
Citicorp April 2004 - March 2005
Skills
Securities, Trading, Investment Banking, Asset Management, Financial Markets, Financial Services, Proprietary Trading, Investment Management, Financial Advisory, Investments, Bonds, Sales, Wealth Management, Financial Risk, Capital Markets, Management, Private Equity, Mutual Funds, Bloomberg, Options, Emerging Markets, Equity Trading, Due Diligence, Asset Managment, Derivatives, Prime Brokerage, Risk Management, Corporate Finance, Portfolio Management, Electronic Trading, Mergers & Acquisitions, KYC, Trading Systems, Series 7, Expert Witness
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2003
BS, Finance, Suma Cum Laude
Calvin College 1980 — 1985
Business Administration
Bates Group LLC December 2014 - Present
Realty Mark Advantage 2010 - Present
Lali Consulting, LLC 2008 - Present
Avila Capital Markets, Inc. July 2010 - November 2014
Grenel & Co., LLC January 2013 - June 2014
Murex Capital LLC October 2011 - January 2013
XP Securities, LLC November 2011 - May 2012
Banif Trading November 2007 - December 2010
ASD Financial Services November 2005 - March 2007
Citicorp April 2004 - March 2005
Skills
Securities, Trading, Investment Banking, Asset Management, Financial Markets, Financial Services, Proprietary Trading, Investment Management, Financial Advisory, Investments, Bonds, Sales, Wealth Management, Financial Risk, Capital Markets, Management, Private Equity, Mutual Funds, Bloomberg, Options, Emerging Markets, Equity Trading, Due Diligence, Asset Managment, Derivatives, Prime Brokerage, Risk Management, Corporate Finance, Portfolio Management, Electronic Trading, Mergers & Acquisitions, KYC, Trading Systems, Series 7, Expert Witness
Education
Inter-American University of Puerto Rico-Metropolitan Campus 2000 — 2003
BS, Finance, Suma Cum Laude
Calvin College 1980 — 1985
Business Administration
Keith Bolton Keith Bolton's Bates Group LLC Experience May 2004 - Present
Job Software Developer/Systems Administrator at Bates Group, LLC
Industry Information Technology and Services
Experience
Bates Group LLC May 2004 - Present
Bates Private Capital, an LECG Company February 2003 - May 2004
FEI Company 1998 - 2001
Skills
SQL, HTML, Databases, Python, VBA, JavaScript, ASP.NET, PostgreSQL, Microsoft SQL Server, Crystal Reports, Linux, Software Development, Software Project..., C#, Visual Basic, .NET, VB.NET, Silverlight, SDLC, Access, T-SQL
Education
Portland Community College 2008 — 2012
AAS - 6/2012, Computer Information Systems
Portland State University 1998 — 2001
Electrical Engineering
Bates Group LLC May 2004 - Present
Bates Private Capital, an LECG Company February 2003 - May 2004
FEI Company 1998 - 2001
Skills
SQL, HTML, Databases, Python, VBA, JavaScript, ASP.NET, PostgreSQL, Microsoft SQL Server, Crystal Reports, Linux, Software Development, Software Project..., C#, Visual Basic, .NET, VB.NET, Silverlight, SDLC, Access, T-SQL
Education
Portland Community College 2008 — 2012
AAS - 6/2012, Computer Information Systems
Portland State University 1998 — 2001
Electrical Engineering
Pat S. Conti Pat S. Conti's Bates Group LLC Experience May 2013 - Present
Job Financial Services Industry Consultant and Securities Enforcement Defense Attorney
Industry Law Practice
Experience
Bates Group LLC May 2013 - Present
Independent Law Practitioner June 2011 - Present
Schulte Roth & Zabel LLP October 2009 - June 2011
Mayer Brown LLP July 2005 - October 2009
Crowell & Moring LLP October 2003 - July 2005
Kirkpatrick & Lockhart September 2002 - October 2003
Crowell & Moring LLP September 2001 - September 2002
Painewebber, Inc. September 1996 - September 1998
US Securities and Exchange Commission 1990 - 1996
Stroock December 1985 - September 1990
Skills
Securities Regulation, Securities, Litigation, Hedge Funds, FCPA, Internal Investigations, FINRA, Financial Services, Civil Litigation, Securities Litigation, Corporate Governance, SEC, Broker-Dealer, Legal Research, White Collar Criminal..., Corporate Law, Fraud, AML, Trading, Capital Markets, Arbitration, Investment Banking, Commercial Litigation, Prime Brokerage, Financial Regulation, Intellectual Property, Legal Advice, Banking Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor
New York University 1978 — 1982
BA, Economics, Classical Civilization
Bates Group LLC May 2013 - Present
Independent Law Practitioner June 2011 - Present
Schulte Roth & Zabel LLP October 2009 - June 2011
Mayer Brown LLP July 2005 - October 2009
Crowell & Moring LLP October 2003 - July 2005
Kirkpatrick & Lockhart September 2002 - October 2003
Crowell & Moring LLP September 2001 - September 2002
Painewebber, Inc. September 1996 - September 1998
US Securities and Exchange Commission 1990 - 1996
Stroock December 1985 - September 1990
Skills
Securities Regulation, Securities, Litigation, Hedge Funds, FCPA, Internal Investigations, FINRA, Financial Services, Civil Litigation, Securities Litigation, Corporate Governance, SEC, Broker-Dealer, Legal Research, White Collar Criminal..., Corporate Law, Fraud, AML, Trading, Capital Markets, Arbitration, Investment Banking, Commercial Litigation, Prime Brokerage, Financial Regulation, Intellectual Property, Legal Advice, Banking Law
Education
Brooklyn Law School 1982 — 1985
Juris Doctor
New York University 1978 — 1982
BA, Economics, Classical Civilization
Anna (Parker) David, PHR's Bates Group LLC Experience July 2011 - April 2013
Job Founder of NICU Families NW
Industry Human Resources
Experience
Legacy Emanuel/Randall Children's Hospital NICU Families February 2013 - Present
Bates Group LLC July 2011 - April 2013
Boly:Welch March 2011 - June 2011
Oblation Papers & Press November 2010 - May 2011
Oregon College of Art & Craft September 2009 - July 2010
WASSER Studios, now Adecco August 2005 - August 2008
Foster + Company PS CPAs December 2003 - May 2005
McCarthy Mambro Bertino Advertising August 2002 - October 2003
Society of Art and Craft December 2001 - August 2002
Skills
Human Resources, Employee Benefits, Onboarding, Microsoft Office, HRIS, Employee Recognition, Editing, Payroll, Management, New Hire Orientations, Interviews, Temporary Placement, Microsoft Word, Employee Training, Outlook, Hiring, Data Management, Personnel Management, Access
Education
Endicott College 1997 — 2001
Bachelor's, Fine Art
Legacy Emanuel/Randall Children's Hospital NICU Families February 2013 - Present
Bates Group LLC July 2011 - April 2013
Boly:Welch March 2011 - June 2011
Oblation Papers & Press November 2010 - May 2011
Oregon College of Art & Craft September 2009 - July 2010
WASSER Studios, now Adecco August 2005 - August 2008
Foster + Company PS CPAs December 2003 - May 2005
McCarthy Mambro Bertino Advertising August 2002 - October 2003
Society of Art and Craft December 2001 - August 2002
Skills
Human Resources, Employee Benefits, Onboarding, Microsoft Office, HRIS, Employee Recognition, Editing, Payroll, Management, New Hire Orientations, Interviews, Temporary Placement, Microsoft Word, Employee Training, Outlook, Hiring, Data Management, Personnel Management, Access
Education
Endicott College 1997 — 2001
Bachelor's, Fine Art
Alison Jimenez's Bates Group LLC Experience 2013 - Present
Job President, Dynamic Securities Analytics, Inc.
Industry Financial Services
Experience
Dynamic Securities Analytics, Inc. April 2003 - Present
Bates Group LLC 2013 - Present
Education
University of South Florida 2000 — 2002
Masters of Business Economics
University of South Carolina-Columbia 1994 — 1998
Bachelors
Dynamic Securities Analytics, Inc. April 2003 - Present
Bates Group LLC 2013 - Present
Education
University of South Florida 2000 — 2002
Masters of Business Economics
University of South Carolina-Columbia 1994 — 1998
Bachelors
Beth (Fuller) Kenney's Bates Group LLC Experience 2011 - 2014
Job Senior Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
Ellen Sickler's Bates Group LLC Experience June 2002 - February 2013
Job Senior Investment Reporting Analyst at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO July 2015 - Present
CTC myCFO March 2013 - June 2015
Bates Group LLC June 2002 - February 2013
Skills
Securities, Microsoft Office, Project Management, Microsoft Word, Fixed Income, Financial Services, Data Analysis, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, PowerPoint, Bloomberg, Expert Witness, Risk Management, Equities
Education
George Fox University 1998 — 2002
CTC myCFO July 2015 - Present
CTC myCFO March 2013 - June 2015
Bates Group LLC June 2002 - February 2013
Skills
Securities, Microsoft Office, Project Management, Microsoft Word, Fixed Income, Financial Services, Data Analysis, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, PowerPoint, Bloomberg, Expert Witness, Risk Management, Equities
Education
George Fox University 1998 — 2002
David Mahler's Bates Group LLC Experience January 2015 - Present
Job Affiliate / Expert Witness at Bates Group, LLC
Industry Legal Services
Experience
Bates Group LLC January 2015 - Present
TOV Capital Markets, Inc. 2011 - 2013
Global Strategic Investments, LLC April 2009 - January 2011
TradeStation Securities March 2006 - February 2008
Societe Generale March 2005 - February 2006
AXA Advisors January 1999 - February 2005
Prime Charter, LLC September 1997 - September 1998
Mahler & Associates May 1995 - August 1998
Yaeger Securities, Inc. December 1992 - May 1995
Mahler & Associates November 1990 - November 1992
Education
New York University School of Law 2000 — 2002
LL.M., Corporate Law
Whittier Law School 1992 — 1995
J.D., Law
Bates Group LLC January 2015 - Present
TOV Capital Markets, Inc. 2011 - 2013
Global Strategic Investments, LLC April 2009 - January 2011
TradeStation Securities March 2006 - February 2008
Societe Generale March 2005 - February 2006
AXA Advisors January 1999 - February 2005
Prime Charter, LLC September 1997 - September 1998
Mahler & Associates May 1995 - August 1998
Yaeger Securities, Inc. December 1992 - May 1995
Mahler & Associates November 1990 - November 1992
Education
New York University School of Law 2000 — 2002
LL.M., Corporate Law
Whittier Law School 1992 — 1995
J.D., Law
Jennifer Stout's Bates Group LLC Experience April 2011 - Present
Job CEO/President Bates Group, LLC
Industry Accounting
Experience
Bates Group LLC April 2011 - Present
LECG August 2005 - March 2011
Bates Private Capital September 1999 - August 2005
Bates Private Capital September 1993 - August 1999
Arthur Anderson September 1991 - September 1993
Skills
Due Diligence, Valuation, Financial Reporting, Data Analysis, Analysis, Mergers, Business Analysis, Risk Management, Business Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Budgets, Management Consulting, Strategic Financial..., Management, Project Management, Corporate Finance, Strategy, Investments, Financial Modeling, Securities, Litigation, Expert Witness
Education
University of Portland 1989 — 1991
Bachelor of Science (B.S.), Accounting
Portland Community College 1987 — 1989
Associate's degree
Bates Group LLC April 2011 - Present
LECG August 2005 - March 2011
Bates Private Capital September 1999 - August 2005
Bates Private Capital September 1993 - August 1999
Arthur Anderson September 1991 - September 1993
Skills
Due Diligence, Valuation, Financial Reporting, Data Analysis, Analysis, Mergers, Business Analysis, Risk Management, Business Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Budgets, Management Consulting, Strategic Financial..., Management, Project Management, Corporate Finance, Strategy, Investments, Financial Modeling, Securities, Litigation, Expert Witness
Education
University of Portland 1989 — 1991
Bachelor of Science (B.S.), Accounting
Portland Community College 1987 — 1989
Associate's degree
Ruth Kapusta's Bates Group LLC Experience 2012 - Present
Job Analyst at The Rehancement Group, Inc.
Industry Financial Services
Experience
The Rehancement Group, Inc. April 2014 - Present
Bates Group LLC 2012 - Present
Financial Industry Regulatory Authority 2010 - 2010
Financial Industry Regulatory Authority January 1996 - October 2001
JPMorgan Chase December 1991 - October 1995
Skills
Securities, Mutual Funds, Financial Reporting, Program Management, Telecommunications, Financial Services, Strategic Planning
Education
Siena College 1986 — 1988
Bachelor of Science (BS), Finance, General
Clarkson University 1983 — 1985
Mathematics and Computer Science
The Rehancement Group, Inc. April 2014 - Present
Bates Group LLC 2012 - Present
Financial Industry Regulatory Authority 2010 - 2010
Financial Industry Regulatory Authority January 1996 - October 2001
JPMorgan Chase December 1991 - October 1995
Skills
Securities, Mutual Funds, Financial Reporting, Program Management, Telecommunications, Financial Services, Strategic Planning
Education
Siena College 1986 — 1988
Bachelor of Science (BS), Finance, General
Clarkson University 1983 — 1985
Mathematics and Computer Science
Charlie Morten's Bates Group LLC Experience September 2015 - Present
Job Compliance/Risk Management Consultant and Affiliate Expert at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
Don Andrews's Bates Group LLC Experience July 2015 - Present
Job Executive Adviser/Expert and Consultant
Industry Financial Services
Experience
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
Bates Group LLC July 2015 - Present
Bessemer Trust October 2002 - Present
Bates Group LLC 2015 - 2015
Van Kampen Investments 1999 - 2002
Everen Securities 1993 - 1999
US Securities and Exchange Commission 1988 - 1993
Skills
FINRA, Risk Management, Hedge Funds, Compliance, Asset Management, Private Equity, Investments, Series 7, Equities, Mutual Funds, Anti Money Laundering, Securities, Alternative Investments, Due Diligence, Financial Services, Capital Markets, Mergers & Acquisitions, Banking, Securities Regulation, Corporate Governance, Fixed Income, Derivatives, Finance, AML, SEC, Investment Management
Education
Elmhurst College
BA, Literature, Music
Harvard University
Masters Degree
Illinois Institute of Technology
Juris Doctor, Law
Ted Dejony's Bates Group LLC Experience January 2014 - Present
Job Web Developer at Bates Group LLC
Industry Internet
Experience
Timbercon, Inc. April 2014 - Present
Bates Group LLC January 2014 - Present
Pro-Web Business Solutions June 2010 - Present
CID Bio-Science, Inc. September 2010 - June 2013
PDXdesigns 2011 - 2012
Skills
Web Design, Web Development, Web Services, Web Analytics, Web Applications, Web 2.0, Website Development, Web Content, PHP, phpMyAdmin, phpBB, PHPNuke, JavaScript, CSS, CSS3, CSS Javascript, CMS, Custom CMS Development, WordPress, PSD to Wordpress, Photoshop, Adobe Creative Suite, cPanel, Video Production, Video Editing, HD Video, Digital Video, Web Video, Audio Engineering, Audio Editing, Audio Post Production, Professional Audio, Graphic Design, XHTML, MySQL, ASP.NET, User Interface Design, Dreamweaver, ActionScript, User Interface, Usability, User Experience, Flash, Information Architecture, HTML5, Multimedia, Interaction Design, Google Webmaster Tools, Databases, PhpMyAdmin
Education
Clark College 2006 — 2010
Associate's Degree, Web Design & Development, 3.8 GPA with Honors
Clark College 2006 — 2010
Associate of Applied Technology (AAT), Web Design & Development
Timbercon, Inc. April 2014 - Present
Bates Group LLC January 2014 - Present
Pro-Web Business Solutions June 2010 - Present
CID Bio-Science, Inc. September 2010 - June 2013
PDXdesigns 2011 - 2012
Skills
Web Design, Web Development, Web Services, Web Analytics, Web Applications, Web 2.0, Website Development, Web Content, PHP, phpMyAdmin, phpBB, PHPNuke, JavaScript, CSS, CSS3, CSS Javascript, CMS, Custom CMS Development, WordPress, PSD to Wordpress, Photoshop, Adobe Creative Suite, cPanel, Video Production, Video Editing, HD Video, Digital Video, Web Video, Audio Engineering, Audio Editing, Audio Post Production, Professional Audio, Graphic Design, XHTML, MySQL, ASP.NET, User Interface Design, Dreamweaver, ActionScript, User Interface, Usability, User Experience, Flash, Information Architecture, HTML5, Multimedia, Interaction Design, Google Webmaster Tools, Databases, PhpMyAdmin
Education
Clark College 2006 — 2010
Associate's Degree, Web Design & Development, 3.8 GPA with Honors
Clark College 2006 — 2010
Associate of Applied Technology (AAT), Web Design & Development
ALEKSEY CHEREVATENKO's Bates Group LLC Experience May 2004 - Present
Job Consultant at Bates Group LLC
Industry Management Consulting
Experience
BATES GROUP LLC May 2004 - Present
Skills
Due Diligence, Change Management, Financial Modeling, Business Strategy, Strategic Planning, Data Analysis, Financial Analysis, Executive Search, Strategy, SQL, Business Intelligence, Corporate Finance, Business Process Design, Business Process, Project Management, Business Process..., Management Consulting, Private Equity, Valuation, Business Analysis, VBA, Risk Management, Forensic Accounting, Analytics, Analysis
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1991 — 1996
Bachelor
BATES GROUP LLC May 2004 - Present
Skills
Due Diligence, Change Management, Financial Modeling, Business Strategy, Strategic Planning, Data Analysis, Financial Analysis, Executive Search, Strategy, SQL, Business Intelligence, Corporate Finance, Business Process Design, Business Process, Project Management, Business Process..., Management Consulting, Private Equity, Valuation, Business Analysis, VBA, Risk Management, Forensic Accounting, Analytics, Analysis
Education
Moscow State University of Economics, Statistics and Informatics (MESI) 1991 — 1996
Bachelor
Kyle Paulson's Bates Group LLC Experience October 2011 - June 2013
Job Software Developer at Huron Consulting Group
Industry Computer Software
Experience
Huron Consulting Group June 2013 - Present
Bates Group LLC October 2011 - June 2013
Fox Blueprinting Company INC. May 2009 - January 2010
Walmart May 2008 - January 2009
Skills
C#, Microsoft SQL Server, MVC, ASP.NET MVC, ASP.NET, JavaScript, Entity Framework, PostgreSQL, AJAX
Education
Portland State University 2012 — 2012
Computer Science
Oregon State University 2007 — 2011
Computer Science (BS), Computer Systems
Chemeketa Community College
Computer Science
Huron Consulting Group June 2013 - Present
Bates Group LLC October 2011 - June 2013
Fox Blueprinting Company INC. May 2009 - January 2010
Walmart May 2008 - January 2009
Skills
C#, Microsoft SQL Server, MVC, ASP.NET MVC, ASP.NET, JavaScript, Entity Framework, PostgreSQL, AJAX
Education
Portland State University 2012 — 2012
Computer Science
Oregon State University 2007 — 2011
Computer Science (BS), Computer Systems
Chemeketa Community College
Computer Science
Joe Komyati's Bates Group LLC Experience October 2012 - Present
Job Consultant at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Bates Group LLC October 2012 - Present
Morgan Stanley October 1996 - April 2012
Mabon Securities January 1991 - October 1996
Merrill Lynch June 1980 - August 1990
Skills
3Rs Accountability, Quality Assurance, People Management, Risk Management, Business Process..., Change Management, Process Improvement, Business Analysis, Analysis, Project Management, Program Management, Vendor Management, Cross-functional Team..., Team Leadership, Operations Management, Project Planning, Financial Analysis, Product Development, Managerial Finance, Management, Equities, Capital Markets, Accounting, Investment Banking, Fixed Income, Derivatives, Financial Reporting, Auditing, Internal Audit, Internal Controls, Financial Risk
Education
Bauch College
BBA, Accounting
Pace University - Lubin School of Business
MBA, Finance
Terry Debruge's Bates Group LLC Experience May 2002 - Present
Job Consultant at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC May 2002 - Present
Bates Private Capital 2002 - 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Data Analysis, Analysis, Risk Management, Management, Due Diligence, Investments, Valuation, Leadership, Financial Reporting
Education
Carnegie Mellon University 1999 — 2001
Bachelor of Science (BS), Mathematics
Willamette University 1997 — 1999
Bates Group LLC May 2002 - Present
Bates Private Capital 2002 - 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Data Analysis, Analysis, Risk Management, Management, Due Diligence, Investments, Valuation, Leadership, Financial Reporting
Education
Carnegie Mellon University 1999 — 2001
Bachelor of Science (BS), Mathematics
Willamette University 1997 — 1999
Katie Thornton's Bates Group LLC Experience October 2002 - July 2005
Job AVP, Investor Reporting Manager III at PNC Real Estate
Industry Financial Services
Experience
PNC Real Estate October 2008 - Present
PNC Real Estate February 2007 - October 2008
PNC Real Estate July 2005 - February 2007
Bates Group LLC October 2002 - July 2005
CNF, Inc June 1999 - September 2002
Skills
Financial Analysis, Financial Modeling, Real Estate, Investors, Market Analysis, Access, Access Database, Financial Reporting, Project Management, Proofreading, Team Management, Data Analysis, Query Writing, Operating Budgets, Crystal Reports, Annual Reports, Report Writing, Interviews, User Acceptance Testing, Quality Assurance, Tableau, Due Diligence, Finance, Asset Management, Analysis, Customer Service, Loans, Budgets, Analytics, Data Mining
Education
Chemeketa Community College 1995 — 1996
Pacific University 1994 — 1995
PNC Real Estate October 2008 - Present
PNC Real Estate February 2007 - October 2008
PNC Real Estate July 2005 - February 2007
Bates Group LLC October 2002 - July 2005
CNF, Inc June 1999 - September 2002
Skills
Financial Analysis, Financial Modeling, Real Estate, Investors, Market Analysis, Access, Access Database, Financial Reporting, Project Management, Proofreading, Team Management, Data Analysis, Query Writing, Operating Budgets, Crystal Reports, Annual Reports, Report Writing, Interviews, User Acceptance Testing, Quality Assurance, Tableau, Due Diligence, Finance, Asset Management, Analysis, Customer Service, Loans, Budgets, Analytics, Data Mining
Education
Chemeketa Community College 1995 — 1996
Pacific University 1994 — 1995