ComStock Advisors
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ComStock Advisors Employees
Employee
Years
Job
Industry
Daniel Callanan Daniel Callanan's ComStock Advisors Experience March 1998 - February 2012
Job Managing Director at Western Reserve Valuation Services
Industry Financial Services
Experience
Western Reserve Valuation Services May 2012 - Present
ComStock Advisors March 1998 - February 2012
JPMorgan Chase August 1997 - March 1998
Willamette Management Associates May 1995 - August 1997
Arthur Andersen September 1992 - May 1995
Skills
Business Valuation, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Venture Capital, Financial Analysis, LBO, Restructuring, M, Acquisition Integration, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Managerial Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), Economics and Management
Western Reserve Valuation Services May 2012 - Present
ComStock Advisors March 1998 - February 2012
JPMorgan Chase August 1997 - March 1998
Willamette Management Associates May 1995 - August 1997
Arthur Andersen September 1992 - May 1995
Skills
Business Valuation, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Venture Capital, Financial Analysis, LBO, Restructuring, M, Acquisition Integration, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Managerial Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), Economics and Management
Adam Filipponi Adam Filipponi's ComStock Advisors Experience June 2009 - December 2011
Job Manager, Business Analytics at Lowes Foods
Industry Financial Services
Experience
Lowes Foods July 2015 - Present
Lowe's Companies, Inc. January 2015 - July 2015
Lowe's Companies, Inc. February 2014 - January 2015
Lowe's Companies, Inc. June 2012 - February 2014
ComStock Advisors June 2009 - December 2011
Sageworks, Inc. 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Forecasting, Valuation, Corporate Finance, Mergers & Acquisitions, Strategic Development, Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Finance
North Carolina State University - College of Management 2003 — 2007
BS, Accounting
Lowes Foods July 2015 - Present
Lowe's Companies, Inc. January 2015 - July 2015
Lowe's Companies, Inc. February 2014 - January 2015
Lowe's Companies, Inc. June 2012 - February 2014
ComStock Advisors June 2009 - December 2011
Sageworks, Inc. 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Forecasting, Valuation, Corporate Finance, Mergers & Acquisitions, Strategic Development, Strategy
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Finance
North Carolina State University - College of Management 2003 — 2007
BS, Accounting
William Dameworth William Dameworth's ComStock Advisors Experience November 2003 - May 2012
Job Director of Valuation Services at Forensic Strategic Solutions, Inc.
Industry Financial Services
Experience
Forensic Strategic Solutions, Inc. June 2012 - Present
ComStock Advisors November 2003 - May 2012
Dixon Odom 1999 - 2003
Skills
Business Valuation, Litigation Support, Financial Analysis, Financial Modeling, Fair Value, Mergers, Expert Witness, Due Diligence, Intellectual Property..., Corporate Finance, Forensic Accounting, CPA, Certified Fraud Examiner, Valuation, Mergers & Acquisitions, SEC filings, Restructuring, Management, Private Equity
Education
Emory University 1983 — 1985
BBA, Finance
Forensic Strategic Solutions, Inc. June 2012 - Present
ComStock Advisors November 2003 - May 2012
Dixon Odom 1999 - 2003
Skills
Business Valuation, Litigation Support, Financial Analysis, Financial Modeling, Fair Value, Mergers, Expert Witness, Due Diligence, Intellectual Property..., Corporate Finance, Forensic Accounting, CPA, Certified Fraud Examiner, Valuation, Mergers & Acquisitions, SEC filings, Restructuring, Management, Private Equity
Education
Emory University 1983 — 1985
BBA, Finance
Daniel P. Callanan Daniel P. Callanan's ComStock Advisors Experience March 1999 - Present
Job Director at ComStock Advisors
Industry Financial Services
Experience
ComStock Advisors March 1999 - Present
Education
DePauw University
BA, Economics & Management
The University of Chicago
MBA
ComStock Advisors March 1999 - Present
Education
DePauw University
BA, Economics & Management
The University of Chicago
MBA
Maggie Daly Maggie Daly's ComStock Advisors Experience January 2013 - May 2013
Job Project Leader at LPK
Industry Marketing and Advertising
Experience
LPK May 2015 - Present
LPK January 2014 - May 2015
University of Cincinnati August 2013 - December 2013
LPK May 2013 - August 2013
ComStock Advisors January 2013 - May 2013
GE Aviation August 2012 - December 2012
Skyline Chili June 2011 - August 2012
GE Aviation March 2012 - June 2012
University of Cincinnati January 2011 - June 2011
Skills
Microsoft Office, Leadership, Time Management, Data Analysis, Customer Service, Social Media, Team Leadership, Public Speaking, Social Media Marketing, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Marketing, Outlook, Management, Training, Advertising, Market Research
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Operations Management and Marketing, 5th year
McNicholas High School 2006 — 2010
LPK May 2015 - Present
LPK January 2014 - May 2015
University of Cincinnati August 2013 - December 2013
LPK May 2013 - August 2013
ComStock Advisors January 2013 - May 2013
GE Aviation August 2012 - December 2012
Skyline Chili June 2011 - August 2012
GE Aviation March 2012 - June 2012
University of Cincinnati January 2011 - June 2011
Skills
Microsoft Office, Leadership, Time Management, Data Analysis, Customer Service, Social Media, Team Leadership, Public Speaking, Social Media Marketing, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Access, Marketing, Outlook, Management, Training, Advertising, Market Research
Education
University of Cincinnati College of Business 2010 — 2015
Bachelor of Business Administration (BBA), Operations Management and Marketing, 5th year
McNicholas High School 2006 — 2010
Mary Ellen Flynn Mary Ellen Flynn's ComStock Advisors Experience 2008 - 2010
Job Project Manager / Process Documentation
Industry Program Development
Experience
Contract 2010 - Present
The University of Arizona 2013 - 2014
ComStock Advisors 2008 - 2010
First Correctional Medical 2004 - 2006
Business Objects 2003 - 2004
San Francisco Chronicle 2001 - 2003
Skills
Blogging, Copy Editing, Marketing Communications, Social Media, Advertising, Editing, Email Marketing, Newspapers, Feature Articles, Copywriting
Education
Miami University
B.S. in Business (2), Organizational Behavior / Personnel and Employment Relations
Contract 2010 - Present
The University of Arizona 2013 - 2014
ComStock Advisors 2008 - 2010
First Correctional Medical 2004 - 2006
Business Objects 2003 - 2004
San Francisco Chronicle 2001 - 2003
Skills
Blogging, Copy Editing, Marketing Communications, Social Media, Advertising, Editing, Email Marketing, Newspapers, Feature Articles, Copywriting
Education
Miami University
B.S. in Business (2), Organizational Behavior / Personnel and Employment Relations
Rebecca Juhant Rebecca Juhant's ComStock Advisors Experience April 2011 - December 2012
Job Vice President/Senior Fiduciary Officer at First Midwest Bank
Industry Financial Services
Experience
First Midwest Bank June 2015 - Present
Management Planning, Inc. January 2013 - May 2015
ComStock Advisors April 2011 - December 2012
J.P. Morgan 2002 - September 2010
J.P. Morgan 2000 - 2002
J.P. Morgan 1989 - 2000
Skills
Business Valuation, Asset Management, Valuation, Banking, Financial Analysis, Customer Relations, Wealth Management, Risk Management, Credit, New Business Development, ESOP, Asset Managment, Investment Management, Portfolio Management, Customer Service, Investments, Financial Services, Private Equity, Securities, Financial Reporting, Accounting, Alternative Investments, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Real Estate
DePaul University
BS, Corporate Finance
First Midwest Bank June 2015 - Present
Management Planning, Inc. January 2013 - May 2015
ComStock Advisors April 2011 - December 2012
J.P. Morgan 2002 - September 2010
J.P. Morgan 2000 - 2002
J.P. Morgan 1989 - 2000
Skills
Business Valuation, Asset Management, Valuation, Banking, Financial Analysis, Customer Relations, Wealth Management, Risk Management, Credit, New Business Development, ESOP, Asset Managment, Investment Management, Portfolio Management, Customer Service, Investments, Financial Services, Private Equity, Securities, Financial Reporting, Accounting, Alternative Investments, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Real Estate
DePaul University
BS, Corporate Finance
Hilary Jackowiak Hilary Jackowiak's ComStock Advisors Experience May 2013 - February 2014
Job Corporate Events at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
Windsor Park Conference Center February 2014 - August 2014
ComStock Advisors May 2013 - February 2014
Kao USA Inc. January 2013 - April 2013
University of Notre Dame June 2009 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Social Media Marketing, Data Analysis, Facebook, Market Research, Public Relations, Access, Social Networking, Advertising, Public Speaking, Marketing Communications, Event Planning, Teamwork, Research, Sales, Team Building, Outlook
Education
Xavier University, Williams College of Business 2009 — 2013
BSBA,, Marketing Major, International Business Minor, December 2013 Graduate
Richmond, The American International University in London 2011 — 2011
International Business
OppenheimerFunds January 2015 - Present
Windsor Park Conference Center February 2014 - August 2014
ComStock Advisors May 2013 - February 2014
Kao USA Inc. January 2013 - April 2013
University of Notre Dame June 2009 - August 2011
Skills
Marketing, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Data Entry, Microsoft Word, Social Media Marketing, Data Analysis, Facebook, Market Research, Public Relations, Access, Social Networking, Advertising, Public Speaking, Marketing Communications, Event Planning, Teamwork, Research, Sales, Team Building, Outlook
Education
Xavier University, Williams College of Business 2009 — 2013
BSBA,, Marketing Major, International Business Minor, December 2013 Graduate
Richmond, The American International University in London 2011 — 2011
International Business
Sara Boncutter Sara Boncutter's ComStock Advisors Experience April 2012 - November 2012
Job Community Relations at Foothills Sports Medicine Physical Therapy
Industry Health, Wellness and Fitness
Experience
Foothills Sports Medicine Physical Therapy August 2014 - Present
Vertical Solutions, Inc. November 2012 - August 2014
ComStock Advisors April 2012 - November 2012
Cincy Magazine April 2012 - June 2012
University of Cincinnati September 2009 - April 2012
Skills
Microsoft Excel, Event Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Marketing Communications, Customer Service, Email Marketing, Marketing, Press Releases
Education
University of Cincinnati College of Business 2007 — 2012
Bachelor of Business Administration, Marketing
Foothills Sports Medicine Physical Therapy August 2014 - Present
Vertical Solutions, Inc. November 2012 - August 2014
ComStock Advisors April 2012 - November 2012
Cincy Magazine April 2012 - June 2012
University of Cincinnati September 2009 - April 2012
Skills
Microsoft Excel, Event Planning, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Marketing Communications, Customer Service, Email Marketing, Marketing, Press Releases
Education
University of Cincinnati College of Business 2007 — 2012
Bachelor of Business Administration, Marketing
Richard A. Schlueter Richard A. Schlueter's ComStock Advisors Experience January 2014 - Present
Job Chairman of the Board at ComStock Advisors
Industry Financial Services
Experience
ComStock Advisors January 2014 - Present
ComStock Advisors July 1996 - December 2013
Valuemetrics 1988 - 1996
Harris Bank 1986 - 1988
Skills
Business Valuation, Fairness Opinions, ESOP, ESOP Feasibility, Expert Witness, Estate Planning, Financial Advisory, Succession Planning
Education
University of Cincinnati 1974 — 1979
BS, Management
Xavier University
MBA, Finance
ComStock Advisors January 2014 - Present
ComStock Advisors July 1996 - December 2013
Valuemetrics 1988 - 1996
Harris Bank 1986 - 1988
Skills
Business Valuation, Fairness Opinions, ESOP, ESOP Feasibility, Expert Witness, Estate Planning, Financial Advisory, Succession Planning
Education
University of Cincinnati 1974 — 1979
BS, Management
Xavier University
MBA, Finance
Dave Engel Dave Engel's ComStock Advisors Experience May 2011 - September 2014
Job Flynn & Company, Inc.
Industry Management Consulting
Experience
Flynn & Company, Inc. February 2015 - Present
LegacyBuilders Capital Group, LLC September 2014 - January 2015
ComStock Advisors May 2011 - September 2014
The Malibu Group August 2004 - May 2011
AXA Advisors February 2001 - February 2004
Pentland Sports Group January 1999 - December 2000
Provident Financial Group September 1984 - December 1998
Skills
Recapitalizations, Divestitures, Private Capital, LBO, Mergers, Carve-outs, Strategic Planning, Succession Planning, Business Valuation, Corporate Development, Valuation, Corporate Finance, Middle Market, Fairness Opinions, Restructuring, Due Diligence, Deal Structuring, Negotiation, Buyouts, M&A experience, Private Equity, Mergers & Acquisitions, Finance, Strategic Financial..., Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Leveraged Finance, Investments, Deal Sourcing, Financial Structuring, Capital Raising
Education
Xavier University - Williams College of Business 1976 — 1980
MBA, Finance/Economics
Miami University 1970 — 1976
BS, Accounting
Flynn & Company, Inc. February 2015 - Present
LegacyBuilders Capital Group, LLC September 2014 - January 2015
ComStock Advisors May 2011 - September 2014
The Malibu Group August 2004 - May 2011
AXA Advisors February 2001 - February 2004
Pentland Sports Group January 1999 - December 2000
Provident Financial Group September 1984 - December 1998
Skills
Recapitalizations, Divestitures, Private Capital, LBO, Mergers, Carve-outs, Strategic Planning, Succession Planning, Business Valuation, Corporate Development, Valuation, Corporate Finance, Middle Market, Fairness Opinions, Restructuring, Due Diligence, Deal Structuring, Negotiation, Buyouts, M&A experience, Private Equity, Mergers & Acquisitions, Finance, Strategic Financial..., Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Leveraged Finance, Investments, Deal Sourcing, Financial Structuring, Capital Raising
Education
Xavier University - Williams College of Business 1976 — 1980
MBA, Finance/Economics
Miami University 1970 — 1976
BS, Accounting
Nick Sypniewski's ComStock Advisors Experience November 2012 - Present
Job Managing Director at ComStock Advisors
Industry Management Consulting
Experience
ComStock Advisors November 2012 - Present
ComStock Advisors May 2000 - December 2012
US Bank 1990 - 2000
Skills
Business Valuation, Valuation, Mergers, ESOP, Due Diligence, Litigation Support, Financial Advisory, Financial Modeling, Financial Analysis, Feasibility Studies, Credit Analysis, Cash Flow Forecasting, Mergers & Acquisitions, Consulting, Acquisitions, Management, Finance
Education
Xavier University - School of Business Administration 1991 — 1996
MBA
University of Cincinnati 1984 — 1989
BBA, Finance, Real Estate
University of Cincinnati College of Business 1984 — 1989
BBA, Finance, Real Estate
ComStock Advisors November 2012 - Present
ComStock Advisors May 2000 - December 2012
US Bank 1990 - 2000
Skills
Business Valuation, Valuation, Mergers, ESOP, Due Diligence, Litigation Support, Financial Advisory, Financial Modeling, Financial Analysis, Feasibility Studies, Credit Analysis, Cash Flow Forecasting, Mergers & Acquisitions, Consulting, Acquisitions, Management, Finance
Education
Xavier University - School of Business Administration 1991 — 1996
MBA
University of Cincinnati 1984 — 1989
BBA, Finance, Real Estate
University of Cincinnati College of Business 1984 — 1989
BBA, Finance, Real Estate
Will Hanson's ComStock Advisors Experience June 2008 - November 2008
Job Member, Unlimited Learning Resources
Industry Capital Markets
Experience
Unlimited Learning Resources November 2008 - Present
Comstock Advisors June 2008 - November 2008
Wachovia, A Wells Fargo Company August 2006 - January 2008
Wachovia, A Wells Fargo Company September 2003 - August 2006
BB&T 2001 - 2003
Education
Wake Forest University 1999 — 2001
MBA, Finance, Entrepreneurship
Brunswick 1983 — 1987
Brunswick 1983 — 1987
Loomis Chaffee
Mead School
The George Washington University
MA (GSPM), Graduate School of Political Management
University of Colorado Boulder
BA, Political Science, Economics & Psychology
Unlimited Learning Resources November 2008 - Present
Comstock Advisors June 2008 - November 2008
Wachovia, A Wells Fargo Company August 2006 - January 2008
Wachovia, A Wells Fargo Company September 2003 - August 2006
BB&T 2001 - 2003
Education
Wake Forest University 1999 — 2001
MBA, Finance, Entrepreneurship
Brunswick 1983 — 1987
Brunswick 1983 — 1987
Loomis Chaffee
Mead School
The George Washington University
MA (GSPM), Graduate School of Political Management
University of Colorado Boulder
BA, Political Science, Economics & Psychology
Carrie Classen's ComStock Advisors Experience October 2008 - May 2011
Job Executive Assistant at Horizon Community Church
Industry Financial Services
Experience
Horizon Community Church June 2013 - Present
Financial Services Company May 2011 - June 2013
ComStock Advisors October 2008 - May 2011
Education
University of Cincinnati
Associate, Business Management
Horizon Community Church June 2013 - Present
Financial Services Company May 2011 - June 2013
ComStock Advisors October 2008 - May 2011
Education
University of Cincinnati
Associate, Business Management