CBIZ Valuation Group, LLC
Industry: Company
DescriptionFounded: 1987 Parent organization: CBIZ, Inc.
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CBIZ Valuation Group, LLC Employees
Employee
Years
Job
Industry
Echo Yukun Jia Echo Yukun Jia's CBIZ Valuation Group, LLC Experience February 2013 - January 2014
Job Summer Associate at PL Capital Co., LTD
Industry Financial Services
Experience
PL Capital Co., LTD May 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
CBIZ Valuation Group, LLC February 2013 - January 2014
Larson Financial Group March 2011 - August 2011
China Merchants Securities June 2010 - August 2010
St. Louis University 2010 - 2010
Saint Louis University 2010 - 2010
Skills
Excel, Microsoft Office, Financial Analysis, Accounting, Psychology, Mathematics, Problem Solving, Microsoft Excel, Portfolio Management, Investments, Management, Data Analysis, Valuation, PowerPoint, Public Speaking
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Consulting, N/A
Saint Louis University 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.6
PL Capital Co., LTD May 2015 - August 2015
Thompson Street Capital Partners January 2015 - May 2015
CBIZ Valuation Group, LLC February 2013 - January 2014
Larson Financial Group March 2011 - August 2011
China Merchants Securities June 2010 - August 2010
St. Louis University 2010 - 2010
Saint Louis University 2010 - 2010
Skills
Excel, Microsoft Office, Financial Analysis, Accounting, Psychology, Mathematics, Problem Solving, Microsoft Excel, Portfolio Management, Investments, Management, Data Analysis, Valuation, PowerPoint, Public Speaking
Education
Washington University in St. Louis 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Consulting, N/A
Saint Louis University 2008 — 2012
Bachelor's Degree, Accounting and Finance, 3.6
Jeff Greiner's CBIZ Valuation Group, LLC Experience 2011 - 2014
Job Consultant
Industry Insurance
Experience
CBIZ Valuation Group, LLC 2011 - 2014
ISO 2006 - 2010
Parsons Brinckerhoff 1997 - 2007
Skills
Appraisals, Accounting, Emergency Management, Emergency Planning, Inspection, Loss Prevention, Commercial Insurance, Geographic Information..., Commercial Buildings, Disaster Recovery, Hazardous Materials, Project Management, Management, Loss Control, Fire Protection, Fire Suppression Systems, NFPA, Life Safety, Fire Safety, Property & Casualty..., Disaster Response, Liability, Public Safety, Valuation, Insurance, GIS, Risk Management..., Risk Assessment, Industrial Safety, EHS, Government, Risk Management
Education
University of North Texas
Master's degree coursework, Geographic Information Science and Cartography
University of North Texas
Bachelor of Science (B.S.), Emergency Administration and Disaster Planning
CBIZ Valuation Group, LLC 2011 - 2014
ISO 2006 - 2010
Parsons Brinckerhoff 1997 - 2007
Skills
Appraisals, Accounting, Emergency Management, Emergency Planning, Inspection, Loss Prevention, Commercial Insurance, Geographic Information..., Commercial Buildings, Disaster Recovery, Hazardous Materials, Project Management, Management, Loss Control, Fire Protection, Fire Suppression Systems, NFPA, Life Safety, Fire Safety, Property & Casualty..., Disaster Response, Liability, Public Safety, Valuation, Insurance, GIS, Risk Management..., Risk Assessment, Industrial Safety, EHS, Government, Risk Management
Education
University of North Texas
Master's degree coursework, Geographic Information Science and Cartography
University of North Texas
Bachelor of Science (B.S.), Emergency Administration and Disaster Planning
Dylan King, CFA Dylan King, CFA's CBIZ Valuation Group, LLC Experience February 2012 - Present
Job Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC February 2012 - Present
Vanguard June 2006 - February 2012
Skills
Financial Modeling, Valuation, Financial Services, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Equities, Derivatives, Financial Risk
Education
Northern Arizona University 2002 — 2006
Bachelor of Science (BS), Finance, General
CBIZ Valuation Group, LLC February 2012 - Present
Vanguard June 2006 - February 2012
Skills
Financial Modeling, Valuation, Financial Services, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Equities, Derivatives, Financial Risk
Education
Northern Arizona University 2002 — 2006
Bachelor of Science (BS), Finance, General
Kim B. Huebner, ASA, CFA Kim B. Huebner, ASA, CFA's CBIZ Valuation Group, LLC Experience June 2009 - July 2010
Job Senior Vice President and Senior Portfolio Manager
Industry Capital Markets
Experience
First Midwest Bank December 2010 - Present
DeVry Inc. September 2009 - December 2011
CBIZ Valuation Group, LLC June 2009 - July 2010
JPMorgan May 2001 - June 2009
Bank One 2001 - 2003
ValueQuest, Inc. June 1999 - May 2001
PricewaterhouseCoopers 1997 - 1999
RSM McGladrey (formerly Altschuler, Melvoin & Glasser) 1993 - 1997
Deloitte 1992 - 1993
Arthur Andersen & Co. 1987 - 1990
Skills
Valuation, Banking, Investment Banking, Equities, Asset Allocation, Mutual Funds, Financial Modeling, Portfolio Management, Financial Analysis, Securities, Investment Strategies, Asset Management, Risk Management, Corporate Finance, Wealth Management, Finance, Mergers & Acquisitions, Investments, Economics, Business Valuation, Options, Capital Markets, Private Equity, Financial Reporting, Fixed Income, Alternative Investments, Due Diligence, Derivatives, Estate Planning, Investment Advisory, Financial Structuring, Financial Advisory, Management, Financial Risk, Financial Services, Financial Planning, Investment Management, Equity Valuation
Education
University of Chicago 1992 — 1996
MBA, Finance, International Economics
DePaul University 1983 — 1987
B.S., Finance
First Midwest Bank December 2010 - Present
DeVry Inc. September 2009 - December 2011
CBIZ Valuation Group, LLC June 2009 - July 2010
JPMorgan May 2001 - June 2009
Bank One 2001 - 2003
ValueQuest, Inc. June 1999 - May 2001
PricewaterhouseCoopers 1997 - 1999
RSM McGladrey (formerly Altschuler, Melvoin & Glasser) 1993 - 1997
Deloitte 1992 - 1993
Arthur Andersen & Co. 1987 - 1990
Skills
Valuation, Banking, Investment Banking, Equities, Asset Allocation, Mutual Funds, Financial Modeling, Portfolio Management, Financial Analysis, Securities, Investment Strategies, Asset Management, Risk Management, Corporate Finance, Wealth Management, Finance, Mergers & Acquisitions, Investments, Economics, Business Valuation, Options, Capital Markets, Private Equity, Financial Reporting, Fixed Income, Alternative Investments, Due Diligence, Derivatives, Estate Planning, Investment Advisory, Financial Structuring, Financial Advisory, Management, Financial Risk, Financial Services, Financial Planning, Investment Management, Equity Valuation
Education
University of Chicago 1992 — 1996
MBA, Finance, International Economics
DePaul University 1983 — 1987
B.S., Finance
John Rimar John Rimar's CBIZ Valuation Group, LLC Experience January 2014 - Present
Job Director at CBIZ Valuation Group, LLC
Industry Real Estate
Experience
CBIZ Valuation Group, LLC January 2014 - Present
CBIZ Valuation Group, LLC 2011 - January 2014
CBIZ Valuation Group, LLC 2008 - 2011
Land America Valuation Group 2003 - 2008
Monsanto January 1994 - June 2003
Skills
Accounting, Business Valuation, Financial Reporting, Valuation, Due Diligence, Financial Modeling, PeopleSoft, Financial Analysis, Mergers & Acquisitions, Real Estate, Management, Dispositions, Business Development, Investments, Real Estate Development, Private Equity, Leadership, Strategic Planning, Finance, Investment Properties
Education
Southern Illinois University, Edwardsville 1977 — 1991
Bachelors, Business Administration - Accounting, & Finance
CBIZ Valuation Group, LLC January 2014 - Present
CBIZ Valuation Group, LLC 2011 - January 2014
CBIZ Valuation Group, LLC 2008 - 2011
Land America Valuation Group 2003 - 2008
Monsanto January 1994 - June 2003
Skills
Accounting, Business Valuation, Financial Reporting, Valuation, Due Diligence, Financial Modeling, PeopleSoft, Financial Analysis, Mergers & Acquisitions, Real Estate, Management, Dispositions, Business Development, Investments, Real Estate Development, Private Equity, Leadership, Strategic Planning, Finance, Investment Properties
Education
Southern Illinois University, Edwardsville 1977 — 1991
Bachelors, Business Administration - Accounting, & Finance
Steve Choi Steve Choi's CBIZ Valuation Group, LLC Experience 2013 - 2015
Job International Director of Business Valuation at RICS
Industry Accounting
Experience
RICS 2015 - Present
CBIZ Valuation Group, LLC 2013 - 2015
Ernst & Young LLP 1999 - 2013
Skills
Valuation, Private Equity, Business Valuation, Financial Reporting, DCF, Strategy, IFRS, Auditing, Accounting, Restructuring, Due Diligence, Financial Services, Tax, Corporate Finance, Mergers & Acquisitions
Education
Saint John's University
Master of Business Administration (MBA), Accounting
Hofstra University
Bachelor's degree, Engineering
RICS 2015 - Present
CBIZ Valuation Group, LLC 2013 - 2015
Ernst & Young LLP 1999 - 2013
Skills
Valuation, Private Equity, Business Valuation, Financial Reporting, DCF, Strategy, IFRS, Auditing, Accounting, Restructuring, Due Diligence, Financial Services, Tax, Corporate Finance, Mergers & Acquisitions
Education
Saint John's University
Master of Business Administration (MBA), Accounting
Hofstra University
Bachelor's degree, Engineering
Ray Nicholson ASA, CDBV Ray Nicholson ASA, CDBV's CBIZ Valuation Group, LLC Experience July 2002 - Present
Job Managing Director at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group LLC July 2002 - Present
KPMG 1997 - 2002
Arthur Andersen, Atlanta 1989 - 1996
Valuation Counselors 1986 - 1989
Arthur Andersen 1984 - 1986
Shaw & Baugh, Inc. 1982 - 1984
Skills
Business Valuation, Valuation, Mergers, Restructuring, Litigation Support, Mergers & Acquisitions, Expert Witness, Litigation, Financial Structuring, Bankruptcy, Finance, Due Diligence, Tax, Forensic Accounting, Corporate Governance, Financial Reporting, Divestitures, Real Estate, Financial Advisory, Corporate Finance, Private Equity, Financial Modeling, Venture Capital, Financial Analysis, IPO, Strategic Financial..., Acquisitions
Education
Georgia State University 1977 — 1980
BBA, Real Estate and Finance
Henderson High School 1969 — 1973
High School Diploma, General
CBIZ Valuation Group LLC July 2002 - Present
KPMG 1997 - 2002
Arthur Andersen, Atlanta 1989 - 1996
Valuation Counselors 1986 - 1989
Arthur Andersen 1984 - 1986
Shaw & Baugh, Inc. 1982 - 1984
Skills
Business Valuation, Valuation, Mergers, Restructuring, Litigation Support, Mergers & Acquisitions, Expert Witness, Litigation, Financial Structuring, Bankruptcy, Finance, Due Diligence, Tax, Forensic Accounting, Corporate Governance, Financial Reporting, Divestitures, Real Estate, Financial Advisory, Corporate Finance, Private Equity, Financial Modeling, Venture Capital, Financial Analysis, IPO, Strategic Financial..., Acquisitions
Education
Georgia State University 1977 — 1980
BBA, Real Estate and Finance
Henderson High School 1969 — 1973
High School Diploma, General
Carl Schulze Carl Schulze's CBIZ Valuation Group, LLC Experience February 2014 - Present
Job Senior Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC February 2014 - Present
Deloitte Financial Advisory Services August 1996 - February 2014
Ernst & Young, LLP July 1993 - August 1996
Price Waterhouse August 1987 - March 1991
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Reporting, Mergers, Due Diligence, Management Consulting, Risk Management, Accounting, Strategic Financial..., Purchase Price..., Project Management, Forensic Accounting, Finance, Auditing, Tax, Financial Planning, Mergers & Acquisitions
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Wharton Business School
Master of Business Administration (M.B.A.), Finance, Strategic Planning
CBIZ Valuation Group, LLC February 2014 - Present
Deloitte Financial Advisory Services August 1996 - February 2014
Ernst & Young, LLP July 1993 - August 1996
Price Waterhouse August 1987 - March 1991
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Reporting, Mergers, Due Diligence, Management Consulting, Risk Management, Accounting, Strategic Financial..., Purchase Price..., Project Management, Forensic Accounting, Finance, Auditing, Tax, Financial Planning, Mergers & Acquisitions
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Wharton Business School
Master of Business Administration (M.B.A.), Finance, Strategic Planning
Linda Atkinson Linda Atkinson's CBIZ Valuation Group, LLC Experience 2008 - Present
Job Managing Director at CBIZ Valuation Group, LLC
Industry Real Estate
Experience
CBIZ Valuation Group LLC 2008 - Present
LandAmerica Commonwealth 2001 - 2008
Arthur Andersen 1987 - 2001
Skills
Real Estate Development, Valuation, Management, Negotiation, Real Estate, Financial Analysis
Education
Southern Illinois University, Edwardsville 1979 — 1982
Bachelor of Science (B.S.), Accounting and f
CBIZ Valuation Group LLC 2008 - Present
LandAmerica Commonwealth 2001 - 2008
Arthur Andersen 1987 - 2001
Skills
Real Estate Development, Valuation, Management, Negotiation, Real Estate, Financial Analysis
Education
Southern Illinois University, Edwardsville 1979 — 1982
Bachelor of Science (B.S.), Accounting and f
Al Schmitt Al Schmitt's CBIZ Valuation Group, LLC Experience 2009 - 2009
Job Global Account Sales Executive at BlackLine Enhanced Financial Controls and Automation
Industry Financial Services
Experience
BlackLine 2015 - Present
Optimal Electro Physiology 2010 - Present
AS3 Investments, LLC 2006 - Present
Workiva 2013 - 2015
Confidential 2010 - 2012
Phase 2 International 2009 - 2010
CBIZ Valuation Group, LLC 2009 - 2009
SOURCECORP/LIFO Systems 2003 - 2008
IBM 2001 - 2002
IBM 1997 - 2000
Skills
CRM, Solution Selling, Strategy, Business Development, SaaS, Sales Process, Sales, Leadership, Start-ups, Business Strategy, Sales Management, New Business Development, Account Management, Lead Generation, Strategic Planning, Strategic Partnerships, Team Leadership, Direct Sales, Outsourcing, B2B, Customer Satisfaction, Social Media, Customer Service, Social Networking, Business Planning, Negotiation, Selling, Cold Calling, Cross-functional Team..., Team Management, Financial Services, Accounting, Key Account Management, Mentoring, Channel Sales, Strategy Development, Customer Relations, Solution Sales, Consultative Sales, Sales Team Leadership, Sales Cold Calling, Account Management Sales, Consultative Selling, Marketing, Training, Enterprise Software, Professional Services, Management
Education
IBM Sales Leadership Development Training 2000 — 2001
sales leadership & management (sales and business development management training)
Ohio University 1990 — 1995
BBA, Business
IBM Business Partner Sales Training
Notes sales, iNotes sales, Sametime sales, Quickr sales, Connections sales, collaboration sales
Microsoft Business Partner Sales Training
Microsoft Small Business Sales and Marketing Skills (sales & business development training)
Selling to VITO Sales Training by McCann Motivations
sales and business development
Solution Selling Sales Training by Acclivus
solution sales and business development
E-Business University Sales Training
Lotus Notes sales, Lotus Sametime sales, Websphere sales, Tivoli sales, Data Management sales
Signature Selling Methods Sales Training
solution sales and business development, Notes sales, Sametime sales, Websphere sales, Tivoli sales
Selling for Success by Sales Success International
solution sales for hardware sales, software sales, services sales, Lotus sales
IBM Sales Training Program
solution sales, IBM hardware sales, IBM software sales, IBM services sales, consultative sales
BlackLine 2015 - Present
Optimal Electro Physiology 2010 - Present
AS3 Investments, LLC 2006 - Present
Workiva 2013 - 2015
Confidential 2010 - 2012
Phase 2 International 2009 - 2010
CBIZ Valuation Group, LLC 2009 - 2009
SOURCECORP/LIFO Systems 2003 - 2008
IBM 2001 - 2002
IBM 1997 - 2000
Skills
CRM, Solution Selling, Strategy, Business Development, SaaS, Sales Process, Sales, Leadership, Start-ups, Business Strategy, Sales Management, New Business Development, Account Management, Lead Generation, Strategic Planning, Strategic Partnerships, Team Leadership, Direct Sales, Outsourcing, B2B, Customer Satisfaction, Social Media, Customer Service, Social Networking, Business Planning, Negotiation, Selling, Cold Calling, Cross-functional Team..., Team Management, Financial Services, Accounting, Key Account Management, Mentoring, Channel Sales, Strategy Development, Customer Relations, Solution Sales, Consultative Sales, Sales Team Leadership, Sales Cold Calling, Account Management Sales, Consultative Selling, Marketing, Training, Enterprise Software, Professional Services, Management
Education
IBM Sales Leadership Development Training 2000 — 2001
sales leadership & management (sales and business development management training)
Ohio University 1990 — 1995
BBA, Business
IBM Business Partner Sales Training
Notes sales, iNotes sales, Sametime sales, Quickr sales, Connections sales, collaboration sales
Microsoft Business Partner Sales Training
Microsoft Small Business Sales and Marketing Skills (sales & business development training)
Selling to VITO Sales Training by McCann Motivations
sales and business development
Solution Selling Sales Training by Acclivus
solution sales and business development
E-Business University Sales Training
Lotus Notes sales, Lotus Sametime sales, Websphere sales, Tivoli sales, Data Management sales
Signature Selling Methods Sales Training
solution sales and business development, Notes sales, Sametime sales, Websphere sales, Tivoli sales
Selling for Success by Sales Success International
solution sales for hardware sales, software sales, services sales, Lotus sales
IBM Sales Training Program
solution sales, IBM hardware sales, IBM software sales, IBM services sales, consultative sales
Jeffrey Lerner Jeffrey Lerner's CBIZ Valuation Group, LLC Experience April 2013 - Present
Job Executive Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC April 2013 - Present
Clear Vantage Advisors October 2011 - Present
Gordon Brothers Group January 2010 - October 2011
Hudson Capital Partners, LLC February 2008 - November 2009
Great American Appraisal & Valuation March 2000 - October 2007
Souper Salad/Fresh City 1990 - 1999
Grant Thornton LLP 1987 - 1990
Accenture (Arthur Andersen & Company) 1984 - 1987
Skills
Valuation, Business Development, Appraisals, Management, Investments, Project Management, Equities, Internal Controls, Finance, Bankruptcy, Financial Reporting, Analysis, Financial Risk, Loan Origination, Cash Management, Credit Risk
Education
Wharton School, University of Pennsylvania 1980 — 1984
BS Economics, Finance
CBIZ Valuation Group, LLC April 2013 - Present
Clear Vantage Advisors October 2011 - Present
Gordon Brothers Group January 2010 - October 2011
Hudson Capital Partners, LLC February 2008 - November 2009
Great American Appraisal & Valuation March 2000 - October 2007
Souper Salad/Fresh City 1990 - 1999
Grant Thornton LLP 1987 - 1990
Accenture (Arthur Andersen & Company) 1984 - 1987
Skills
Valuation, Business Development, Appraisals, Management, Investments, Project Management, Equities, Internal Controls, Finance, Bankruptcy, Financial Reporting, Analysis, Financial Risk, Loan Origination, Cash Management, Credit Risk
Education
Wharton School, University of Pennsylvania 1980 — 1984
BS Economics, Finance
Deborah Korbas's CBIZ Valuation Group, LLC Experience December 2007 - September 2010
Job Executive Assistant & Convention Coordinator at Mercer Consumer
Industry Insurance
Experience
Mercer Consumer January 2012 - Present
CBIZ Valuation Group, LLC December 2007 - September 2010
Victor & Victor, Ltd May 1994 - June 2007
Skills
Corporate Communications, Scheduling, Database Management, Calendaring, Administrative..., Process Scheduler, Office Equipment, Database Admin, Office Management, Calendars, Confidentiality, Data Entry, Travel Arrangements, Office Administration, Outlook, Meeting Planning, Travel Planning, Fax, Invoicing, Expense Reports, PeopleSoft, Executive..., Heavy Calendaring, Event Planning, Administrative..., Management
Education
Moraine Valley Community College
Liberal Arts and Sciences
Mercer Consumer January 2012 - Present
CBIZ Valuation Group, LLC December 2007 - September 2010
Victor & Victor, Ltd May 1994 - June 2007
Skills
Corporate Communications, Scheduling, Database Management, Calendaring, Administrative..., Process Scheduler, Office Equipment, Database Admin, Office Management, Calendars, Confidentiality, Data Entry, Travel Arrangements, Office Administration, Outlook, Meeting Planning, Travel Planning, Fax, Invoicing, Expense Reports, PeopleSoft, Executive..., Heavy Calendaring, Event Planning, Administrative..., Management
Education
Moraine Valley Community College
Liberal Arts and Sciences
Curt Germany, Jr., CVA's CBIZ Valuation Group, LLC Experience September 2012 - December 2014
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Cary Baumgartner Cary Baumgartner's CBIZ Valuation Group, LLC Experience June 2005 - Present
Job Reg. Bus. Develpment Director at CBIZ Valuation Group LLC
Industry Financial Services
Experience
CBIZ Valuation Group LLC June 2005 - Present
Avail Consulting 2005 - 2007
Management Planning, Inc. 2004 - 2006
American Appraisal Associaties 1999 - 2004
United States Marine Corps 1970 - 2000
Coopers & Lybrand February 1986 - September 1986
Skills
Valuation, Fairness Opinions, ESOP, Fair Value, Purchase Accounting, Estate Tax Planning, Gift Tax, Fixed Assets, Transfer Pricing, Stock option valuation, Cost Segregation, Insurance valuations, Mergers, Business Valuation, Stock Option, Corporate Finance, Insurance, Investment Banking, Accounting, Financial Reporting, Corporate Development, Auditing, Business Development
Education
The University of Dallas 1977 — 1979
MBA, Finance
Valparaiso University 1966 — 1970
B.S., Managment & Marketing
CBIZ Valuation Group LLC June 2005 - Present
Avail Consulting 2005 - 2007
Management Planning, Inc. 2004 - 2006
American Appraisal Associaties 1999 - 2004
United States Marine Corps 1970 - 2000
Coopers & Lybrand February 1986 - September 1986
Skills
Valuation, Fairness Opinions, ESOP, Fair Value, Purchase Accounting, Estate Tax Planning, Gift Tax, Fixed Assets, Transfer Pricing, Stock option valuation, Cost Segregation, Insurance valuations, Mergers, Business Valuation, Stock Option, Corporate Finance, Insurance, Investment Banking, Accounting, Financial Reporting, Corporate Development, Auditing, Business Development
Education
The University of Dallas 1977 — 1979
MBA, Finance
Valparaiso University 1966 — 1970
B.S., Managment & Marketing
William G. Richmond's CBIZ Valuation Group, LLC Experience May 2008 - September 2010
Job Regional Director of Business Development at Innflux / Thing5
Industry Information Technology and Services
Experience
InnFlux February 2012 - Present
Rand McNally January 2011 - February 2012
CBIZ Valuation Group, LLC May 2008 - September 2010
Skills
Business Development, Market Research, Forecasting, CRM, Management, Analysis, New Business Development, Financial Modeling, Account Management, Microsoft Office, Sales, Project Management, Cross-functional Team..., Leadership, Strategic Partnerships, Wireless, Wireless Networking, Microsoft Excel, Finance, Retail, Start-ups, WiFi, Salesforce.com, Pricing, Business Strategy, Valuation, Customer Service, Team Leadership, Competitive Analysis, Strategy, Customer Satisfaction, Executive Management, Contract Negotiation, Marketing Strategy, Telecommunications, Sales Presentations, Vendor Management, Solution Selling, Lead Generation, Market Planning, Online Marketing, Sales Management, Marketing, Strategic Planning, B2B, Sales Operations, Ruckus
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Masters of Business Administration - Summa Cum Laude
The University of Kansas 2003 — 2007
Bachelor of Science, Finance, Entrepreneurship
InnFlux February 2012 - Present
Rand McNally January 2011 - February 2012
CBIZ Valuation Group, LLC May 2008 - September 2010
Skills
Business Development, Market Research, Forecasting, CRM, Management, Analysis, New Business Development, Financial Modeling, Account Management, Microsoft Office, Sales, Project Management, Cross-functional Team..., Leadership, Strategic Partnerships, Wireless, Wireless Networking, Microsoft Excel, Finance, Retail, Start-ups, WiFi, Salesforce.com, Pricing, Business Strategy, Valuation, Customer Service, Team Leadership, Competitive Analysis, Strategy, Customer Satisfaction, Executive Management, Contract Negotiation, Marketing Strategy, Telecommunications, Sales Presentations, Vendor Management, Solution Selling, Lead Generation, Market Planning, Online Marketing, Sales Management, Marketing, Strategic Planning, B2B, Sales Operations, Ruckus
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Masters of Business Administration - Summa Cum Laude
The University of Kansas 2003 — 2007
Bachelor of Science, Finance, Entrepreneurship
Juan Carlos Crespo's CBIZ Valuation Group, LLC Experience July 2013 - Present
Job Fixed Asset Valuation at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC July 2013 - Present
Ernst and Young August 2005 - June 2013
Cemex July 1998 - January 2002
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Accounting
Universidad Metropolitana
BS, Mechanical Engineer
CBIZ Valuation Group, LLC July 2013 - Present
Ernst and Young August 2005 - June 2013
Cemex July 1998 - January 2002
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Accounting
Universidad Metropolitana
BS, Mechanical Engineer
Ray Kukreja, CFA, ASA's CBIZ Valuation Group, LLC Experience 2008 - 2010
Job
Industry Financial Services
Experience
Censeo Advisors, LLC March 2014 - Present
Bennett Thrasher January 2011 - February 2014
CBIZ Valuation Group, LLC 2008 - 2010
FIG Partners 2007 - 2007
WR Hambrecht + Co. 2004 - 2006
KLA-Tencor 2001 - 2004
Jardine Fleming Securities 1996 - 1998
Skills
Business Valuation, Employee Stock Option..., Financial Reporting, Intangible Asset..., Synthetic Equity..., Fairness Opinion, Solvency Opinion, Lost Profits / Economic..., Transfer Pricing, Analysis, Intangible Assets, Forecasting, Management, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Services, Restructuring, Mergers, Valuation, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 1998 — 2000
MBA, Finance and General Management
Assumption University 1992 — 1996
BBA, Finance and Banking, Magna Cum Laude
Censeo Advisors, LLC March 2014 - Present
Bennett Thrasher January 2011 - February 2014
CBIZ Valuation Group, LLC 2008 - 2010
FIG Partners 2007 - 2007
WR Hambrecht + Co. 2004 - 2006
KLA-Tencor 2001 - 2004
Jardine Fleming Securities 1996 - 1998
Skills
Business Valuation, Employee Stock Option..., Financial Reporting, Intangible Asset..., Synthetic Equity..., Fairness Opinion, Solvency Opinion, Lost Profits / Economic..., Transfer Pricing, Analysis, Intangible Assets, Forecasting, Management, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Services, Restructuring, Mergers, Valuation, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 1998 — 2000
MBA, Finance and General Management
Assumption University 1992 — 1996
BBA, Finance and Banking, Magna Cum Laude
Marc Richards's CBIZ Valuation Group, LLC Experience January 2013 - Present
Job Senior Manager at CBIZ Valuation Group, LLC and CFA Charterholder
Industry Financial Services
Experience
CBIZ Valuation Group, LLC January 2013 - Present
CBIZ Valuation Group, LLC June 2006 - December 2012
Bernstein, Conklin & Balcombe April 2005 - August 2005
BMO Harris Bank (formerly Marshall & Ilsley) August 2000 - June 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Management, Business Valuation, Project Management, Research, Business Analysis, Training, Team Leadership, Manage Client..., Preparation Of Reports, Investments, Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2003
BBA
University of Minnesota-Twin Cities 1993 — 1997
BA
CBIZ Valuation Group, LLC January 2013 - Present
CBIZ Valuation Group, LLC June 2006 - December 2012
Bernstein, Conklin & Balcombe April 2005 - August 2005
BMO Harris Bank (formerly Marshall & Ilsley) August 2000 - June 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Management, Business Valuation, Project Management, Research, Business Analysis, Training, Team Leadership, Manage Client..., Preparation Of Reports, Investments, Analysis, Finance
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
MBA
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2003
BBA
University of Minnesota-Twin Cities 1993 — 1997
BA
Subu Parmeswaran, CFA's CBIZ Valuation Group, LLC Experience June 2007 - Present
Job
Industry Financial Services
Experience
CBIZ Valuation Group LLC June 2007 - Present
Skills
Valuation, Business Valuation, Equities, Derivatives, Mergers, Investments, Debt, Tax, Financial Modeling, DCF, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Venture Capital
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2007
MBA
University of Mumbai 1998 — 2002
BE
SIES College
CBIZ Valuation Group LLC June 2007 - Present
Skills
Valuation, Business Valuation, Equities, Derivatives, Mergers, Investments, Debt, Tax, Financial Modeling, DCF, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Portfolio Management, Venture Capital
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2007
MBA
University of Mumbai 1998 — 2002
BE
SIES College
J. Kyle Turner's CBIZ Valuation Group, LLC Experience April 2008 - December 2009
Job Senior Manager at Grant Thornton
Industry Financial Services
Experience
Grant Thornton December 2009 - Present
CBIZ Valuation Group, LLC April 2008 - December 2009
CBIZ Valuation Group, LLC March 2005 - March 2008
Southwest Securities June 2003 - February 2005
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
Grant Thornton December 2009 - Present
CBIZ Valuation Group, LLC April 2008 - December 2009
CBIZ Valuation Group, LLC March 2005 - March 2008
Southwest Securities June 2003 - February 2005
Education
Texas Christian University - M.J. Neeley School of Business 1998 — 2003
David Weiss, CFA's CBIZ Valuation Group, LLC Experience October 2004 - July 2005
Job Asset & Investment Manager
Industry Financial Services
Experience
Mountain Real Estate Capital, LLC July 2012 - Present
Charlotte Area Commercial Real Estate Investment and Consulting Firm April 2012 - August 2012
KPMG LLP January 2011 - September 2011
Houlihan Capital, LLC July 2005 - January 2011
CBIZ Valuation Group, LLC October 2004 - July 2005
Two Rivers Capital Management June 2004 - October 2004
Medline Industries 1999 - 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Business Valuation, Asset Management, Mergers & Acquisitions, Mergers, Private Placements, Financial Advisory, Investment Banking, Negotiation, Debt Restructuring, Financial Reporting, Investments, Restructuring, Banking, DCF, Securities, Investment analysis, Fairness Opinions, Financial Projections, Cash Flow Forecasting, Equity Valuation, Capital Markets..., Strategic Financial..., Corporate Development, LBO, Business Strategy, Forecasting, M&A experience, Real Estate, Underwriting, Budgets, Financial Structuring, Debt, Derivatives, Credit Analysis, Industry Analysis, Structuring, Credit, Real Estate Finance, Leases
Education
DePaul University - Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Financialy Analysis
The University of Connecticut 1994 — 1998
Bachelor of Science (B.S.), Allied Health
Mountain Real Estate Capital, LLC July 2012 - Present
Charlotte Area Commercial Real Estate Investment and Consulting Firm April 2012 - August 2012
KPMG LLP January 2011 - September 2011
Houlihan Capital, LLC July 2005 - January 2011
CBIZ Valuation Group, LLC October 2004 - July 2005
Two Rivers Capital Management June 2004 - October 2004
Medline Industries 1999 - 2001
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Business Valuation, Asset Management, Mergers & Acquisitions, Mergers, Private Placements, Financial Advisory, Investment Banking, Negotiation, Debt Restructuring, Financial Reporting, Investments, Restructuring, Banking, DCF, Securities, Investment analysis, Fairness Opinions, Financial Projections, Cash Flow Forecasting, Equity Valuation, Capital Markets..., Strategic Financial..., Corporate Development, LBO, Business Strategy, Forecasting, M&A experience, Real Estate, Underwriting, Budgets, Financial Structuring, Debt, Derivatives, Credit Analysis, Industry Analysis, Structuring, Credit, Real Estate Finance, Leases
Education
DePaul University - Kellstadt Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Financialy Analysis
The University of Connecticut 1994 — 1998
Bachelor of Science (B.S.), Allied Health
Kevin Moentmann's CBIZ Valuation Group, LLC Experience January 2006 - Present
Job Managing Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC January 2006 - Present
CBIZ 1998 - Present
Arthur Andersen LLP 1987 - 1994
Skills
Strategic Planning, Internal Controls, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Finance, Mergers, Due Diligence, Acquisition Integration, Business Valuation, Corporate Finance, Fair Value, Management, Purchase Price..., Private Equity, SEC filings, Divestitures, Process Improvement, Valuation, Restructuring, Accounting
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
CBIZ Valuation Group, LLC January 2006 - Present
CBIZ 1998 - Present
Arthur Andersen LLP 1987 - 1994
Skills
Strategic Planning, Internal Controls, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Financial Analysis, Finance, Mergers, Due Diligence, Acquisition Integration, Business Valuation, Corporate Finance, Fair Value, Management, Purchase Price..., Private Equity, SEC filings, Divestitures, Process Improvement, Valuation, Restructuring, Accounting
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
Christopher Thoresen Mundy's CBIZ Valuation Group, LLC Experience 2006 - 2008
Job Director Project Management at MedProperties Group
Industry Real Estate
Experience
MedProperties Group December 2014 - Present
Historic Address April 1984 - December 2014
Sea Island Acquisitions, LLC May 2013 - September 2013
Grant Thornton, LLP October 2009 - September 2011
Baker Tilly Virchow Krause, LLP 2008 - 2009
CBIZ Valuation Group, LLC 2006 - 2008
BDO Seidman, LLP 2004 - 2006
Coldwell Banker Real Estate March 2003 - December 2005
Ernst & Young, LLP 1997 - 2003
Daniel Coffey and Associates 1995 - 1997
Skills
Real Estate, Valuation, Real Estate Investment, Asset Management, Construction, Investments, Real Estate Development, Tax, Banking, Investment Properties, Portfolio Management, Contract Management, Customer Relations, Accounting, Historic Preservation, Historical Buildings, Historical Research, Historic Structure..., Historical Restoration, Contract Negotiation, Analysis, Due Diligence, Financial Analysis, Project Management
Education
Boston University 1983 — 1985
MA
Victorian Society Summer School 1984 — 1984
Certificate
Washington College 1971 — 1977
BA
Harvard University Graduate School of Design
Certificate
MedProperties Group December 2014 - Present
Historic Address April 1984 - December 2014
Sea Island Acquisitions, LLC May 2013 - September 2013
Grant Thornton, LLP October 2009 - September 2011
Baker Tilly Virchow Krause, LLP 2008 - 2009
CBIZ Valuation Group, LLC 2006 - 2008
BDO Seidman, LLP 2004 - 2006
Coldwell Banker Real Estate March 2003 - December 2005
Ernst & Young, LLP 1997 - 2003
Daniel Coffey and Associates 1995 - 1997
Skills
Real Estate, Valuation, Real Estate Investment, Asset Management, Construction, Investments, Real Estate Development, Tax, Banking, Investment Properties, Portfolio Management, Contract Management, Customer Relations, Accounting, Historic Preservation, Historical Buildings, Historical Research, Historic Structure..., Historical Restoration, Contract Negotiation, Analysis, Due Diligence, Financial Analysis, Project Management
Education
Boston University 1983 — 1985
MA
Victorian Society Summer School 1984 — 1984
Certificate
Washington College 1971 — 1977
BA
Harvard University Graduate School of Design
Certificate
Lisa Lipkin's CBIZ Valuation Group, LLC Experience May 2006 - Present
Job Paralegal at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC May 2006 - Present
Andrews Kurth LLP 2004 - 2006
Skills
Litigation Support, Legal Documents, Legal Research, Document Review, Legal Assistance, Commercial Litigation, Bankruptcy, Document Management, Intellectual Property, Legal Compliance, Notary Public, Mediation, Patent Litigation, Due Diligence, Valuation, LexisNexis
Education
University of North Texas - Professional Development Institute
Paralegal Certificate Program
University of North Texas 1979 — 1981
BFA, Interior Design
CBIZ Valuation Group, LLC May 2006 - Present
Andrews Kurth LLP 2004 - 2006
Skills
Litigation Support, Legal Documents, Legal Research, Document Review, Legal Assistance, Commercial Litigation, Bankruptcy, Document Management, Intellectual Property, Legal Compliance, Notary Public, Mediation, Patent Litigation, Due Diligence, Valuation, LexisNexis
Education
University of North Texas - Professional Development Institute
Paralegal Certificate Program
University of North Texas 1979 — 1981
BFA, Interior Design
Robert J. Allen's CBIZ Valuation Group, LLC Experience August 2014 - Present
Job Financial Valuation Senior Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC August 2014 - Present
TCU Neeley School of Business January 2013 - Present
J. Taylor & Associates, LLC May 2012 - August 2014
CBIZ Valuation Group, LLC February 2010 - May 2012
Bailes & Co., P.C. January 2008 - January 2010
Whitley Penn January 2002 - January 2008
Southwest Securities 2000 - 2002
Skills
Finance, Valuation, Business Valuation, Income Tax, Litigation Support, CPA, Accounting, Intangible Assets, Litigation, Financial Reporting, Equity Valuation, Internal Controls, Due Diligence, Equity Research, Purchase Price...
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Finance
CBIZ Valuation Group, LLC August 2014 - Present
TCU Neeley School of Business January 2013 - Present
J. Taylor & Associates, LLC May 2012 - August 2014
CBIZ Valuation Group, LLC February 2010 - May 2012
Bailes & Co., P.C. January 2008 - January 2010
Whitley Penn January 2002 - January 2008
Southwest Securities 2000 - 2002
Skills
Finance, Valuation, Business Valuation, Income Tax, Litigation Support, CPA, Accounting, Intangible Assets, Litigation, Financial Reporting, Equity Valuation, Internal Controls, Due Diligence, Equity Research, Purchase Price...
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Finance
Kurt F. Heinrich's CBIZ Valuation Group, LLC Experience April 2005 - March 2010
Job Director Project Engineering at AEC Cost Recovery, LLC
Industry Commercial Real Estate
Experience
AEC Cost Recovery, LLC July 2010 - Present
CBIZ Valuation Group, LLC April 2005 - March 2010
RSM McGladrey, Inc. June 2002 - April 2005
Arthur Andersen LLP February 1992 - June 2002
Skills
Cost Segregation, Valuation, Fixed Assets, Purchase Price..., Depreciation, Acquisitions, Project Management, Management, Tax Law, Due Diligence, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1971 — 1975
BS, Communications
Gibault Catholic High School, Waterloo, Illinois 1967 — 1971
AEC Cost Recovery, LLC July 2010 - Present
CBIZ Valuation Group, LLC April 2005 - March 2010
RSM McGladrey, Inc. June 2002 - April 2005
Arthur Andersen LLP February 1992 - June 2002
Skills
Cost Segregation, Valuation, Fixed Assets, Purchase Price..., Depreciation, Acquisitions, Project Management, Management, Tax Law, Due Diligence, Mergers & Acquisitions
Education
Southern Illinois University, Carbondale 1971 — 1975
BS, Communications
Gibault Catholic High School, Waterloo, Illinois 1967 — 1971
David Bowerman's CBIZ Valuation Group, LLC Experience May 2002 - Present
Job President of CBIZ Valuation Group. LLC
Industry Financial Services
Experience
CBIZ Valuation Group. LLC May 2002 - Present
KPMG, LLP September 1989 - May 2002
Skills
Strategic Planning, New Business Development, Portfolio Management, Valuation, Mergers & Acquisitions, Business Strategy, Investments, Leadership, Analysis, Financial Reporting, Business Valuation, Financial Analysis, Due Diligence, Expert Witness
Education
University of Georgia - Terry College of Business 1982 — 1983
Master of Business Administration, Finance
East Carolina University - College of Business 1979 — 1981
B.S.B.A., Finance
CBIZ Valuation Group. LLC May 2002 - Present
KPMG, LLP September 1989 - May 2002
Skills
Strategic Planning, New Business Development, Portfolio Management, Valuation, Mergers & Acquisitions, Business Strategy, Investments, Leadership, Analysis, Financial Reporting, Business Valuation, Financial Analysis, Due Diligence, Expert Witness
Education
University of Georgia - Terry College of Business 1982 — 1983
Master of Business Administration, Finance
East Carolina University - College of Business 1979 — 1981
B.S.B.A., Finance
Scott Hakala's CBIZ Valuation Group, LLC Experience May 1992 - October 2014
Job Valuation and Economic Consultant
Industry Management Consulting
Experience
ValueScope, Inc. November 2014 - Present
Independent Consultant October 2014 - November 2014
CBIZ Valuation Group LLC May 1992 - October 2014
Southern Methodist University August 1988 - July 1992
Skills
Business Valuation, Strategic analysis, Securities litigation, Time Series Analysis, reasonable compensation, Option and derivative..., valuation of..., transaction advice and..., Valuation, Finance, Financial Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Securities
Education
University of Minnesota-Twin Cities 1983 — 1988
Ph.D., Economics, Graduate Fellowship; Other awards, scholarships
University of Minnesota Duluth 1979 — 1983
Economics Major; Minor Business and Prelaw, industrial organization, econometrics, macroeconomics, managerial economics and accounting, Summa Cum Laude
ValueScope, Inc. November 2014 - Present
Independent Consultant October 2014 - November 2014
CBIZ Valuation Group LLC May 1992 - October 2014
Southern Methodist University August 1988 - July 1992
Skills
Business Valuation, Strategic analysis, Securities litigation, Time Series Analysis, reasonable compensation, Option and derivative..., valuation of..., transaction advice and..., Valuation, Finance, Financial Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Securities
Education
University of Minnesota-Twin Cities 1983 — 1988
Ph.D., Economics, Graduate Fellowship; Other awards, scholarships
University of Minnesota Duluth 1979 — 1983
Economics Major; Minor Business and Prelaw, industrial organization, econometrics, macroeconomics, managerial economics and accounting, Summa Cum Laude
David Werch's CBIZ Valuation Group, LLC Experience January 2014 - Present
Job Managing Director Capital Asset Practice at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC January 2014 - Present
CBIZ Valuation Group, LLC January 2012 - January 2014
CBIZ Valuation Group, LLC 2006 - 2011
American Appraisal Associates August 1999 - April 2006
Valuation Resource Management 1996 - 1999
Valuation Resource Management 1995 - 1996
Valuation Resource Management 1994 - 1995
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Mergers, Financial Analysis, Appraisals, Real Estate, Insurance, Purchase Price..., Risk Management, Financial Reporting, Strategic Planning, Business Strategy, New Business Development, Healthcare, Electric Utility, Water Treatment, Wastewater Treatment, Strategy, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA, Real Estate, Entrepreneurship
CBIZ Valuation Group, LLC January 2014 - Present
CBIZ Valuation Group, LLC January 2012 - January 2014
CBIZ Valuation Group, LLC 2006 - 2011
American Appraisal Associates August 1999 - April 2006
Valuation Resource Management 1996 - 1999
Valuation Resource Management 1995 - 1996
Valuation Resource Management 1994 - 1995
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Mergers, Financial Analysis, Appraisals, Real Estate, Insurance, Purchase Price..., Risk Management, Financial Reporting, Strategic Planning, Business Strategy, New Business Development, Healthcare, Electric Utility, Water Treatment, Wastewater Treatment, Strategy, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA, Real Estate, Entrepreneurship
Terence Nolan, CFA, CAIA's CBIZ Valuation Group, LLC Experience June 2008 - November 2012
Job Portfolio Analyst, Alternative Investments at Reinsurance Group of America
Industry Financial Services
Experience
Reinsurance Group of America December 2012 - Present
CBIZ Valuation Group LLC June 2008 - November 2012
Kennedy Capital Management October 2005 - June 2008
Skills
Business Valuation, Purchase Price..., Financial Analysis, Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Administration, Finance and Banking
Reinsurance Group of America December 2012 - Present
CBIZ Valuation Group LLC June 2008 - November 2012
Kennedy Capital Management October 2005 - June 2008
Skills
Business Valuation, Purchase Price..., Financial Analysis, Investments
Education
University of Missouri-Columbia 2001 — 2005
Bachelor of Science in Business Administration, Finance and Banking
Kathy Jaeger's CBIZ Valuation Group, LLC Experience March 2014 - Present
Job Sales Coordinator at CBIZ Valuation Group LLC
Industry Insurance
Experience
CBIZ Valuation Group LLC March 2014 - Present
CBIZ Valuation Group LLC December 2004 - March 2014
Skills
Mergers, Insurance, Valuation, Underwriting, Strategic Planning, Property & Casualty..., Employee Benefits, Sales, Mergers & Acquisitions, Customer Service
Education
Marquette University 2000 — 2004
Bachelor of Science, Business, Marketing
CBIZ Valuation Group LLC March 2014 - Present
CBIZ Valuation Group LLC December 2004 - March 2014
Skills
Mergers, Insurance, Valuation, Underwriting, Strategic Planning, Property & Casualty..., Employee Benefits, Sales, Mergers & Acquisitions, Customer Service
Education
Marquette University 2000 — 2004
Bachelor of Science, Business, Marketing
Mary Dempsey's CBIZ Valuation Group, LLC Experience 2013 - Present
Job Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC 2013 - Present
CBIZ Valuation Group 2011 - 2012
CBIZ Valuation Group, LLC 1995 - 2011
Arthur Andersn, LLP 1993 - 1995
Skills
Valuation, Healthcare
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Finance, General
Greenville College
Bachelor of Science (B.S.), Education - Mathematics
CBIZ Valuation Group, LLC 2013 - Present
CBIZ Valuation Group 2011 - 2012
CBIZ Valuation Group, LLC 1995 - 2011
Arthur Andersn, LLP 1993 - 1995
Skills
Valuation, Healthcare
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Finance, General
Greenville College
Bachelor of Science (B.S.), Education - Mathematics
Jack O'Hara's CBIZ Valuation Group, LLC Experience September 2012 - Present
Job Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC September 2012 - Present
Duff & Phelps August 2008 - August 2012
Kane Reece Associates, Inc. September 1991 - July 2008
Skills
Tangible Personal...
Education
Penn State University
Bachelor of Science (BS)
CBIZ Valuation Group, LLC September 2012 - Present
Duff & Phelps August 2008 - August 2012
Kane Reece Associates, Inc. September 1991 - July 2008
Skills
Tangible Personal...
Education
Penn State University
Bachelor of Science (BS)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY