Castle Pines Capital
Industry: Company
DescriptionFounded: 2003 Parent organization: CP Equity LLC
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Castle Pines Capital Employees
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance - Channel Finance November 2007 - Present
Castle Pines Capital October 2007 - Present
New England Financial July 2002 - December 2006
Skills
Credit, Financial Analysis, Microsoft Office, Credit Analysis
Education
Florida State University - College of Business 1997 — 2001
Finance, Multinational Business Operations
IPA
Connect Your Home September 2014 - Present
Connect Your Home October 2013 - August 2014
Centennial Recycling October 2011 - September 2013
Health Grades, Inc. November 2008 - August 2011
Suburn Australia June 2008 - September 2008
Dex Media September 2006 - May 2008
Castle Pines Capital February 2006 - September 2006
GE Access May 2005 - February 2006
Circuit City February 2003 - May 2005
Skills
Accounting, Budgets, Financial Reporting, Accounts Payable, Microsoft Excel, Leadership, Finance, Financial Analysis, Microsoft Office, Auditing, Accounts Receivable, Excel, MS Office Suite, Journal Entries, Budgeting, Budget Analysis, Budget Development, Variance Analysis, Revenue Recognition, Investigation, Quickbooks, Personal Income Tax..., Cash Flow Forecasting, Management
Education
Regis University 2006 — 2008
MBA, Finance and Accounting
Colorado State University 2002 — 2005
Bachelor of Science, Finance
Republic Airways Holdings, Inc. September 2015 - Present
Air Land Sea Direct LLC June 2013 - Present
Silver Airways January 2015 - September 2015
Eastern Air Express Charter October 2012 - January 2015
Wells Fargo Capital Finance June 2011 - July 2012
Castle Pines Capital February 2010 - June 2011
Morgan Stanley Smith Barney May 2008 - May 2010
Forex Global Solutions Inc October 2007 - January 2008
Intercoastal Realty January 2003 - December 2007
Skills
Negotiation, Credit, Marketing, Business Development, Customer Service, Financial Reporting, Microsoft Excel, Due Diligence, Securities, Financial Analysis, Sales, Accounting, PowerPoint, Sales Management, Strategic Planning, Private Equity, Spanish, Advertising, US GAAP, Project Management, Piloting
Education
Florida Atlantic University 2004 — 2008
Bachelor of Science, Finance and International Business/trade
Gold Coast School of Real Estate 2007 — 2007
Sales Associate
Wells Fargo Capital Finance July 2011 - Present
Castle Pines Capital 2007 - July 2011
Emerald Consulting Partners 1996 - 2007
Ross Systems Inc. 1989 - 1992
Skills
Credit, Financial Analysis, Risk Management, Banking, Customer Support, Management, Business Analysis, Commercial Lending, Credit Analysis, Credit Risk, Finance, Financial Services, Loans, Portfolio Management, Sales Management, Relationship Management, Leadership, Process Improvement
Education
Rhode Island College 1983 — 1987
Bachelor’s Degree, Computer Science
The Broe Group July 2015 - Present
Sync Financial, LLC July 2013 - February 2015
Pivot Acquisition Corp. June 2012 - July 2013
Wells Fargo Capital Finance July 2011 - July 2012
Castle Pines Capital March 2007 - July 2011
JONES DAY® August 2004 - February 2007
HNTB Corporation 2000 - 2004
Skills
Management, Private Equity, Financial Analysis, Mergers & Acquisitions, Due Diligence, Finance, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Investments, Portfolio Management, Strategic Planning, Risk Management, Strategy, Leadership, Start-ups, Mergers, Investment Banking
Education
University of North Carolina at Chapel Hill 2001 — 2004
Doctor of Law (J.D.), Law
University of Notre Dame 1990 — 1994
Bachelor of Science (BSc), Civil Engineering
Wells Fargo Capital Finance November 2006 - Present
Castle Pines Capital November 2006 - July 2011
Emerald Consulting Partners July 1997 - November 2006
Celerity Solutions January 1997 - July 1997
CSTI March 1994 - January 1997
Ross Systems May 1990 - March 1994
Education
Rhode Island College 1986 — 1990
Bachelor of Arts (B.A.), Computer Science
Virgo Investment Group, LLC January 2015 - Present
Raymond James Financial Inc. July 2012 - December 2014
Morgan Keegan & Co. May 2011 - July 2011
Castle Pines Capital June 2010 - August 2010
Camp Sea Gull and Camp Seafarer May 2009 - August 2009
Skills
Investment Banking, Investments, Financial Modeling, Financial Analysis
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance
The Westminster Schools
Wells Fargo Capital Finance July 2011 - Present
Castle Pines Capital 2007 - Present
Textron Financial January 2004 - February 2007
Deutsche Financial Services 1998 - 2002
Transamerica Distribution Finance 1994 - 1998
Transamerica 1994 - 1998
ITT Commercial Finance 1989 - 1994
Skills
Business Development, New Business Development, Direct Sales, Portfolio Management, Asset Based Lending, Financial Analysis, Credit, Customer Service, Commercial Lending, Finance, Sales, Relationship Management, Credit Analysis, Risk Management, CRM, Underwriting
Education
Benedictine College 1969 — 1973
BS, Business Administration - Marketing
The Catholic Foundation of Northern Colorado October 2012 - Present
Archdiocese of Denver September 2011 - July 2012
Castle Pines Capital February 2010 - July 2011
Republic Financial Corporation May 2005 - February 2010
Republic Financial Corporation May 1993 - May 2005
Colorado National Bank of Denver September 1986 - May 1993
Ernst & Young June 1980 - September 1986
Skills
Accounting, Finance, Mergers, Negotiation, Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Private Equity, Due Diligence, Strategy, Auditing, Mergers & Acquisitions, Strategic Planning, Leadership, Restructuring, Capital Markets, Management
Education
Colorado State University 1976 — 1980
BSBA, Accounting
Wells Fargo Channel Finance July 2011 - Present
Castle Pines Capital March 2007 - July 2011
Skills
Financial Analysis, Credit Analysis, Portfolio Management, Marketing, Credit, Management, Sales, Finance
Education
University of Denver 2011 — 2013
MBA, Finance
University of Puget Sound 2003 — 2007
BS, Mathematics
TPG Capital 2014 - Present
Goldman Sachs 2012 - 2014
Wells Fargo Capital Finance June 2011 - August 2011
Castle Pines Capital May 2010 - August 2010
World Wide Technology May 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, powerpoint, Public Speaking, Risk Management
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance