KPMG Corporate Finance LLC
Industry: Company
DescriptionParent organization: KPMG LLP Subsidiaries: St. Charles Capital, LLC, Ewing Bemiss & Co., KPMG CF Realty LLC
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KPMG Corporate Finance LLC Employees
Employee
Years
Job
Industry
Adam Fiedor Adam Fiedor's KPMG Corporate Finance LLC Experience June 2014 - Present
Job Director Investment Banking Financial Services at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
Stephan Tuchfeld Stephan Tuchfeld's KPMG Corporate Finance LLC Experience February 2014 - May 2015
Job Senior Analyst, Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
Metiu Metev Metiu Metev's KPMG Corporate Finance LLC Experience September 2005 - June 2009
Job Co Founder at Bestimators
Industry Information Technology and Services
Experience
Bestimators January 2015 - July 2015
The Wharton School August 2012 - May 2015
Wizifi January 2013 - January 2015
Alexandra Group March 2010 - August 2012
Posoka.com October 2000 - October 2010
Finmax Advisory June 2009 - February 2010
KPMG Corporate Finance LLC September 2005 - June 2009
Common Cause Foundation / National Assembly May 2001 - August 2005
YMCA January 1994 - May 2001
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Strategy, Entrepreneurship, Start-ups, Venture Capital, Mergers & Acquisitions, Investments, Budgets, Business Valuation, Investment Banking, Managerial Finance, Management Consulting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
University of National and World Economy 2004 — 2006
Master of Finance, Finace
University of National and World Economy 1999 — 2003
Bachelor of Commerce (BCom), Finance and commerce
Bestimators January 2015 - July 2015
The Wharton School August 2012 - May 2015
Wizifi January 2013 - January 2015
Alexandra Group March 2010 - August 2012
Posoka.com October 2000 - October 2010
Finmax Advisory June 2009 - February 2010
KPMG Corporate Finance LLC September 2005 - June 2009
Common Cause Foundation / National Assembly May 2001 - August 2005
YMCA January 1994 - May 2001
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Private Equity, Due Diligence, Strategy, Entrepreneurship, Start-ups, Venture Capital, Mergers & Acquisitions, Investments, Budgets, Business Valuation, Investment Banking, Managerial Finance, Management Consulting, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
University of National and World Economy 2004 — 2006
Master of Finance, Finace
University of National and World Economy 1999 — 2003
Bachelor of Commerce (BCom), Finance and commerce
Tyler Snover Tyler Snover's KPMG Corporate Finance LLC Experience July 2013 - March 2015
Job Investment Banking Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
Michael Calder Michael Calder's KPMG Corporate Finance LLC Experience June 2014 - May 2015
Job Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
Aulden Burcher Aulden Burcher's KPMG Corporate Finance LLC Experience July 2008 - December 2009
Job
Industry Law Practice
Experience
Kirkland & Ellis LLP August 2015 - Present
Mayer Brown May 2012 - August 2015
United States District Court for the Eastern District of Pennsylvania May 2011 - August 2011
Eighth Judicial Circuit Court of Virginia 2009 - 2010
KPMG Corporate Finance LLC July 2008 - December 2009
Skills
Commercial Litigation, Criminal Law, Due Diligence, Equities, Litigation, Private Equity, Mergers & Acquisitions, Trials, Product Liability, Courts
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (J.D.)
Wharton School of Business 2010 — 2013
Certificate of Study in Business and Public Policy
Duke University 2004 — 2008
A.B., Public Policy Studies
Kirkland & Ellis LLP August 2015 - Present
Mayer Brown May 2012 - August 2015
United States District Court for the Eastern District of Pennsylvania May 2011 - August 2011
Eighth Judicial Circuit Court of Virginia 2009 - 2010
KPMG Corporate Finance LLC July 2008 - December 2009
Skills
Commercial Litigation, Criminal Law, Due Diligence, Equities, Litigation, Private Equity, Mergers & Acquisitions, Trials, Product Liability, Courts
Education
University of Pennsylvania Law School 2010 — 2013
Doctor of Law (J.D.)
Wharton School of Business 2010 — 2013
Certificate of Study in Business and Public Policy
Duke University 2004 — 2008
A.B., Public Policy Studies
Aaron Solganick's KPMG Corporate Finance LLC Experience August 2004 - October 2006
Job CEO at Solganick & Co.
Industry Investment Banking
Experience
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Solganick & Co. September 2015 - Present
Generation Equity Advisors, LLC January 2009 - Present
B. Riley & Co. January 2007 - March 2008
KPMG Corporate Finance, LLC August 2004 - October 2006
SG Capital, LLC October 2002 - August 2004
Southwest Securities, Inc. January 2001 - January 2002
Perot Systems Corp. May 1998 - December 2000
American Electric Power January 1996 - May 1998
Bear Stearns & Co. March 1993 - November 1995
Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling
Education
Southern Methodist University 1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance and Strategy
University of North Texas 1989 — 1994
BBA, Finance
Jack Owen Jack Owen's KPMG Corporate Finance LLC Experience July 2015 - Present
Job Senior Associate at KPMG Corporate Finance LLC
Industry Capital Markets
Experience
KPMG Corporate Finance LLC July 2015 - Present
St. Augustine Capital Partners January 2014 - March 2015
The F&M Bank & Trust Company March 2013 - December 2013
Fulcrum Capital June 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Finance, Due Diligence, Investments, Corporate Finance, Portfolio Management, Investment Banking, Private Equity
Education
The University of Texas at Austin
Corporate Finance
KPMG Corporate Finance LLC July 2015 - Present
St. Augustine Capital Partners January 2014 - March 2015
The F&M Bank & Trust Company March 2013 - December 2013
Fulcrum Capital June 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Finance, Due Diligence, Investments, Corporate Finance, Portfolio Management, Investment Banking, Private Equity
Education
The University of Texas at Austin
Corporate Finance
Dan Derrig's KPMG Corporate Finance LLC Experience August 2013 - February 2014
Job Strategy Associate at KPMG US
Industry Management Consulting
Experience
KPMG US October 2014 - Present
KPMG US February 2014 - October 2014
KPMG Corporate Finance LLC August 2013 - February 2014
Merrill Lynch October 2012 - February 2013
Northern Trust June 2012 - August 2012
Zurich North America May 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg, Microsoft Excel, Economics, Accounting, Valuation, PowerPoint, Private Equity, Corporate Finance, Capital IQ, Finance, Financial Statement..., Data Analysis, Investments, Financial Reporting, Financial Accounting, Wealth Management, Access, Strategic Financial..., Equity Research, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.) Accountancy, Bachelor of Science (B.S.) Finance, Spanish Language Minor
John Hersey High School
KPMG US October 2014 - Present
KPMG US February 2014 - October 2014
KPMG Corporate Finance LLC August 2013 - February 2014
Merrill Lynch October 2012 - February 2013
Northern Trust June 2012 - August 2012
Zurich North America May 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Financial Modeling, Bloomberg, Microsoft Excel, Economics, Accounting, Valuation, PowerPoint, Private Equity, Corporate Finance, Capital IQ, Finance, Financial Statement..., Data Analysis, Investments, Financial Reporting, Financial Accounting, Wealth Management, Access, Strategic Financial..., Equity Research, Bloomberg Terminal
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (B.S.) Accountancy, Bachelor of Science (B.S.) Finance, Spanish Language Minor
John Hersey High School
Jason Moran Jason Moran's KPMG Corporate Finance LLC Experience 2015 - Present
Job Managing Director & Group Head Healthcare Life Sciences at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
Robb Goetz's KPMG Corporate Finance LLC Experience October 2007 - March 2009
Job Controller at Edge Hosting
Industry Financial Services
Experience
Edge Hosting, LLC January 2013 - Present
New Day Financial November 2011 - December 2012
Parallax Enterprises 2011 - 2012
Shapiro Sher Guinot & Sandler April 2009 - October 2011
KPMG Corporate Finance LLC October 2007 - March 2009
The Vane Brothers Company March 2005 - September 2007
CitiFinancial December 2002 - March 2005
Mentor Technologies March 2000 - December 2002
The Hunter Group March 1996 - March 2000
Skills
Entrepreneurship, Mergers & Acquisitions, Mergers, Strategy, Financial Reporting, Management, Finance, Policy, Financial Services, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Financial Modeling, Budgets, Internal Controls, Managerial Finance, CPA, GAAP, Interpersonal Skill
Education
Loyola University Maryland 2005 — 2008
MBA, Executive MBA
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Edge Hosting, LLC January 2013 - Present
New Day Financial November 2011 - December 2012
Parallax Enterprises 2011 - 2012
Shapiro Sher Guinot & Sandler April 2009 - October 2011
KPMG Corporate Finance LLC October 2007 - March 2009
The Vane Brothers Company March 2005 - September 2007
CitiFinancial December 2002 - March 2005
Mentor Technologies March 2000 - December 2002
The Hunter Group March 1996 - March 2000
Skills
Entrepreneurship, Mergers & Acquisitions, Mergers, Strategy, Financial Reporting, Management, Finance, Policy, Financial Services, Financial Analysis, Accounting, General Ledger, Sarbanes-Oxley Act, Financial Modeling, Budgets, Internal Controls, Managerial Finance, CPA, GAAP, Interpersonal Skill
Education
Loyola University Maryland 2005 — 2008
MBA, Executive MBA
Loyola College in Maryland 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Udit Nagar Udit Nagar's KPMG Corporate Finance LLC Experience 1995 - 2000
Job Vice President at Coker Capital Advisors
Industry Information Technology and Services
Experience
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Coker Capital Advisors August 2014 - Present
Cisco Systems April 2011 - August 2014
Google February 2010 - April 2011
Jefferies & Company May 2007 - April 2009
SHPS July 2003 - May 2007
JPMorgan 2001 - 2003
CIBC World Markets 2000 - 2001
KPMG Corporate Finance LLC 1995 - 2000
Skills
Financial Analysis, M&A due diligence, Financial Planning, Mergers, Acquisition Analysis, Financial Modeling, Valuation, Negotiation, Strategic Planning, Business Strategy, New Business Development, Corporate Development, Corporate Finance, Investment Banking, Private Equity, Business Valuation, Divestitures, Strategic Advisory, Capital Markets, Mergers & Acquisitions, Due Diligence, Strategy, Finance, Strategic Financial..., Analysis, Venture Capital, Internal Audit, Investments, Project Finance, Investor Relations
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Finance
Tim Troha Tim Troha's KPMG Corporate Finance LLC Experience June 2014 - Present
Job
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital June 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2008
MBA, Finance, Honors
Kenyon College 1995 — 1999
B.A., Economics and Political Science, cum laude
The London School of Economics and Political Science (LSE) 1997 — 1998
GC, Government
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital June 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2008
MBA, Finance, Honors
Kenyon College 1995 — 1999
B.A., Economics and Political Science, cum laude
The London School of Economics and Political Science (LSE) 1997 — 1998
GC, Government
Sara Keng Sara Keng's KPMG Corporate Finance LLC Experience May 2010 - August 2010
Job Analyst at CIBC World Markets
Industry Banking
Experience
CIBC World Markets September 2014 - Present
CIBC December 2013 - August 2014
CIBC March 2012 - November 2013
KPMG Corporate Finance LLC May 2010 - August 2010
KPMG January 2008 - April 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Mandarin, Valuation, Fixed Income, Auditing, Capital Markets, Finance, Trading, Equity Research, DCF, Mergers & Acquisitions, Teamwork, Investment Banking, Bloomberg
Education
CFA Institute
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance & Economics
Raffles Junior College 2006 — 2007
Singapore-Cambridge GCE Advanced Levels, Mathematics, Physics, Chemistry, Economics, General Paper
CIBC World Markets September 2014 - Present
CIBC December 2013 - August 2014
CIBC March 2012 - November 2013
KPMG Corporate Finance LLC May 2010 - August 2010
KPMG January 2008 - April 2008
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Mandarin, Valuation, Fixed Income, Auditing, Capital Markets, Finance, Trading, Equity Research, DCF, Mergers & Acquisitions, Teamwork, Investment Banking, Bloomberg
Education
CFA Institute
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance & Economics
Raffles Junior College 2006 — 2007
Singapore-Cambridge GCE Advanced Levels, Mathematics, Physics, Chemistry, Economics, General Paper
Rafael Vilá Rafael Vilá's KPMG Corporate Finance LLC Experience February 2015 - Present
Job Senior Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC February 2015 - Present
Advent-Morro Equity Partners June 2013 - February 2015
Puerto Rico Public-Private Partnerships Authority February 2010 - May 2013
Pariter Securities, LLC June 2009 - January 2010
Skills
Public/private..., Valuation, Investments, Financial Analysis, Economics, Finance, Project Finance, Financial Modeling, Corporate Finance, Leadership, Private Equity, Due Diligence, Venture Capital, Structured Finance, Financial Structuring
Education
Corality Training Academy 2015 — 2015
University of Puerto Rico 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Economics
Universidad Carlos III de Madrid 2008 — 2008
Semester Abroad College, Finance, General
Colegio San José 1998 — 2004
High School Diploma
KPMG Corporate Finance LLC February 2015 - Present
Advent-Morro Equity Partners June 2013 - February 2015
Puerto Rico Public-Private Partnerships Authority February 2010 - May 2013
Pariter Securities, LLC June 2009 - January 2010
Skills
Public/private..., Valuation, Investments, Financial Analysis, Economics, Finance, Project Finance, Financial Modeling, Corporate Finance, Leadership, Private Equity, Due Diligence, Venture Capital, Structured Finance, Financial Structuring
Education
Corality Training Academy 2015 — 2015
University of Puerto Rico 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance & Economics
Universidad Carlos III de Madrid 2008 — 2008
Semester Abroad College, Finance, General
Colegio San José 1998 — 2004
High School Diploma
Andrew Mathias Andrew Mathias's KPMG Corporate Finance LLC Experience August 2015 - Present
Job Senior Associate at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC August 2015 - Present
KPMG LLP October 2014 - August 2015
KPMG LLP May 2011 - September 2014
Skills
Accounting, Customer Service, Auditing, Tax, Critical Thinking, Teamwork, Financial Reporting, Microsoft Excel, Leadership, Budgets, Financial Analysis, PowerPoint, Research, Event Planning, Microsoft Word, Microsoft Office
Education
CA School of Business 2012 — 2015
Chartered Accountant, Accounting and Finance
The University of British Columbia 2007 — 2012
Bachelor of Commerce, Accounting
KPMG Corporate Finance LLC August 2015 - Present
KPMG LLP October 2014 - August 2015
KPMG LLP May 2011 - September 2014
Skills
Accounting, Customer Service, Auditing, Tax, Critical Thinking, Teamwork, Financial Reporting, Microsoft Excel, Leadership, Budgets, Financial Analysis, PowerPoint, Research, Event Planning, Microsoft Word, Microsoft Office
Education
CA School of Business 2012 — 2015
Chartered Accountant, Accounting and Finance
The University of British Columbia 2007 — 2012
Bachelor of Commerce, Accounting
Rebecca McGinley Rebecca McGinley's KPMG Corporate Finance LLC Experience April 1999 - June 2010
Job Managing Director and Chief Operating Officer at HighBank Advisors
Industry Investment Banking
Experience
HighBank Advisors October 2014 - Present
Connections Education March 2011 - September 2014
KPMG Corporate Finance LLC April 1999 - June 2010
Jefferies & Company June 1998 - August 1998
Capital One January 1997 - December 1997
COSMOS Corporation January 1991 - December 1996
The Kennedy Center Honors & Christmas in Washington September 1990 - November 1990
Education
The George Washington University - School of Business 1995 — 1999
MBA, Finance, School of Business and Public Management
American University 1985 — 1989
B.A., Theatre & Business Administration
Warwick Valley HIgh School
HighBank Advisors October 2014 - Present
Connections Education March 2011 - September 2014
KPMG Corporate Finance LLC April 1999 - June 2010
Jefferies & Company June 1998 - August 1998
Capital One January 1997 - December 1997
COSMOS Corporation January 1991 - December 1996
The Kennedy Center Honors & Christmas in Washington September 1990 - November 1990
Education
The George Washington University - School of Business 1995 — 1999
MBA, Finance, School of Business and Public Management
American University 1985 — 1989
B.A., Theatre & Business Administration
Warwick Valley HIgh School
Shez Bandukwala Shez Bandukwala's KPMG Corporate Finance LLC Experience May 2012 - Present
Job
Industry Investment Banking
Experience
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
KPMG Corporate Finance, LLC May 2012 - Present
ACG Chicago February 2012 - January 2013
Stifel Nicolaus Weisel February 2010 - February 2012
ThinkEquity LLC July 2005 - February 2010
Hilco Trading January 2003 - July 2005
William Blair & Company August 1992 - October 2002
IBM January 1988 - August 1991
Skills
Private Placements, Investment Banking, Equities, IPO, Mergers, Valuation, Cleantech, Renewable Energy, Mergers & Acquisitions, Private Equity, Corporate Development, Entrepreneurship, Venture Capital, Start-ups, Capital Raising, Strategy, Corporate Finance, Analysis, Capital, Investments, Due Diligence, Project Finance, Business Development, Energy, M&A experience, Financial Advisory, LBO, Financial Modeling
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA
University of Illinois at Urbana-Champaign 1983 — 1987
BS
Glenbard East High School 1979 — 1983
Brandon Bohr Brandon Bohr's KPMG Corporate Finance LLC Experience 1998 - 2003
Job Director of Finance
Industry Management Consulting
Experience
Resource Systems Group May 2012 - Present
Prairie Capital Advisors 2008 - 2012
Hilco Trading, LLC 2003 - 2008
KPMG Corporate Finance LLC 1998 - 2003
Skills
Finance, Financial Modeling, Management, Private Equity, Due Diligence, Securities, Corporate Finance, Mergers, Mergers & Acquisitions, Valuation, Business Valuation, Policy, New Business Development, Recapitalizations, Financial Analysis
Education
Marquette University 1994 — 1998
Marmion Military Academy 1990 — 1994
Resource Systems Group May 2012 - Present
Prairie Capital Advisors 2008 - 2012
Hilco Trading, LLC 2003 - 2008
KPMG Corporate Finance LLC 1998 - 2003
Skills
Finance, Financial Modeling, Management, Private Equity, Due Diligence, Securities, Corporate Finance, Mergers, Mergers & Acquisitions, Valuation, Business Valuation, Policy, New Business Development, Recapitalizations, Financial Analysis
Education
Marquette University 1994 — 1998
Marmion Military Academy 1990 — 1994
Michiel Roodenburg Michiel Roodenburg's KPMG Corporate Finance LLC Experience February 2014 - Present
Job Senior Associate at KPMG Corporate Finance LLC
Industry Management Consulting
Experience
KPMG Corporate Finance LLC February 2014 - Present
Cycle for Water December 2009 - Present
KPMG Sustainability June 2012 - November 2013
Deloitte Consulting, Outsourcing Advisory Services May 2008 - December 2008
Economic Faculty association Rotterdam (EFR) August 2006 - May 2007
Skills
Sustainability, Photography, Management Consulting, Business Strategy, Project Management, Corporate Social..., Research, Public Speaking, Cooking, Creativity, Environmental Consulting, Inspiring People, Cycling, Government, Management, Leadership
Education
RSM Erasmus University 2008 — 2010
MSc, Finance & Investment
Tel Aviv University 2009 — 2009
Master Exchange Business Administration, Finance
Erasmus Universiteit Rotterdam 2007 — 2009
Selected Courses, Philosophy
RSM Erasmus Universiteit 2003 — 2008
BSc, Business Administration
Adelbert College 1997 — 2003
High School, N&T and N&G + Economics + Latin
Ecole Yenzi 1993 — 1997
Primary School in Gamba, Gabon
AL Kafilah 1989 — 1993
Primary School in Damascus, Syria
KPMG Corporate Finance LLC February 2014 - Present
Cycle for Water December 2009 - Present
KPMG Sustainability June 2012 - November 2013
Deloitte Consulting, Outsourcing Advisory Services May 2008 - December 2008
Economic Faculty association Rotterdam (EFR) August 2006 - May 2007
Skills
Sustainability, Photography, Management Consulting, Business Strategy, Project Management, Corporate Social..., Research, Public Speaking, Cooking, Creativity, Environmental Consulting, Inspiring People, Cycling, Government, Management, Leadership
Education
RSM Erasmus University 2008 — 2010
MSc, Finance & Investment
Tel Aviv University 2009 — 2009
Master Exchange Business Administration, Finance
Erasmus Universiteit Rotterdam 2007 — 2009
Selected Courses, Philosophy
RSM Erasmus Universiteit 2003 — 2008
BSc, Business Administration
Adelbert College 1997 — 2003
High School, N&T and N&G + Economics + Latin
Ecole Yenzi 1993 — 1997
Primary School in Gamba, Gabon
AL Kafilah 1989 — 1993
Primary School in Damascus, Syria
Mike Matlat Mike Matlat's KPMG Corporate Finance LLC Experience 2007 - 2008
Job Senior Managing Director at A&G Realty Partners
Industry Real Estate
Experience
A&G Realty Partners September 2013 - Present
DJM Realty December 2008 - August 2013
Gordon Brothers Group December 2008 - August 2013
Keen Realty June 1993 - December 2008
KPMG Corporate Finance LLC 2007 - 2008
Skills
Real Estate, Mergers & Acquisitions, Real Estate Development, Management, Disposition, Leases, Corporate Real Estate, Investment Properties, Asset Management, Real Estate Transactions, Property Management, Investments, Lease Negotiations, Due Diligence, Coaching
Education
Dowling College
MS, Education
Flagler College 1986 — 1991
BA, Business
A&G Realty Partners September 2013 - Present
DJM Realty December 2008 - August 2013
Gordon Brothers Group December 2008 - August 2013
Keen Realty June 1993 - December 2008
KPMG Corporate Finance LLC 2007 - 2008
Skills
Real Estate, Mergers & Acquisitions, Real Estate Development, Management, Disposition, Leases, Corporate Real Estate, Investment Properties, Asset Management, Real Estate Transactions, Property Management, Investments, Lease Negotiations, Due Diligence, Coaching
Education
Dowling College
MS, Education
Flagler College 1986 — 1991
BA, Business
michael sherrill michael sherrill's KPMG Corporate Finance LLC Experience 2008 - 2009
Job Business Development Consultant at IRR
Industry Capital Markets
Experience
KPMG Corporate Finance LLC 2008 - 2009
Ernst & Young LLP - Transaction Advisory Services 2000 - 2003
Skills
Real Estate Finance, Dispositions, Real Estate Investment, Appraisals, Corporate Real Estate, Valuation, Due Diligence, Real Estate, Investment Properties, Real Estate Transactions, Private Equity, Real Estate Financing, Appraisal, Mergers, Feasibility Studies, Business Valuation
Education
Arizona State University, W. P. Carey School of Business
KPMG Corporate Finance LLC 2008 - 2009
Ernst & Young LLP - Transaction Advisory Services 2000 - 2003
Skills
Real Estate Finance, Dispositions, Real Estate Investment, Appraisals, Corporate Real Estate, Valuation, Due Diligence, Real Estate, Investment Properties, Real Estate Transactions, Private Equity, Real Estate Financing, Appraisal, Mergers, Feasibility Studies, Business Valuation
Education
Arizona State University, W. P. Carey School of Business
Ford Phillips Ford Phillips's KPMG Corporate Finance LLC Experience August 2012 - Present
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC August 2012 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance LLC 1996 - 2003
KPMG LLP 1991 - 1996
Skills
Private Equity, LBO, Leveraged Finance, Financial Structuring, Investment Banking, Valuation, M&A experience, Structured Finance, Capital Markets, Capital Structure, Restructuring, Recapitalizations, Investments, Finance, Special Situations, Mergers & Acquisitions, Divestitures, Financial Modeling, Bankruptcy, High Yield
Education
Illinois State University 1988 — 1991
KPMG Corporate Finance LLC August 2012 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance LLC 1996 - 2003
KPMG LLP 1991 - 1996
Skills
Private Equity, LBO, Leveraged Finance, Financial Structuring, Investment Banking, Valuation, M&A experience, Structured Finance, Capital Markets, Capital Structure, Restructuring, Recapitalizations, Investments, Finance, Special Situations, Mergers & Acquisitions, Divestitures, Financial Modeling, Bankruptcy, High Yield
Education
Illinois State University 1988 — 1991
Adam Heller's KPMG Corporate Finance LLC Experience October 2014 - Present
Job Vice President, Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
Curtis Spillers, CFA Curtis Spillers, CFA's KPMG Corporate Finance LLC Experience 2000 - 2001
Job Fixed Income Research Analyst & Head of Credit Training Program
Industry Investment Management
Experience
Reinsurance Group of America April 2013 - Present
PPM America, Inc. 2001 - 2012
KPMG Corporate Finance LLC 2000 - 2001
Fitch Ratings (formerly Duff & Phelps Credit Rating Co.) 1997 - 2000
Bank of Tokyo-Mitsubishi UFJ (formerly Mitsubishi Bank) December 1988 - March 1996
Credit Agricole S.A. (formerly Credit Lyonnais) 1982 - 1988
Bank of America (formerly Continental Illinois National Bank) 1981 - 1982
Skills
Portfolio Management, Investment Management, Project Finance, Investments, Commercial Banking, Private Placements, Corporate Finance, Due Diligence, Lease Financing, Business Development, Ratings Advisory, Buy-side, CFA, Covenants, Business Relationship..., Relative Value Trading, Credit Analysis, Fixed Income, Sensitivity Analysis, Fixed Income Portfolio..., Chartered Financial..., CDS, Bonds, Series 7, Series 63, Structured Finance, Credit, Derivatives, Fixed Income Analysis, Mergers & Acquisitions, Capital Markets, Finance
Education
Purdue University - Krannert School of Management
MBA, Finance
University of Puget Sound
BS, Mathematics & Economics
Reinsurance Group of America April 2013 - Present
PPM America, Inc. 2001 - 2012
KPMG Corporate Finance LLC 2000 - 2001
Fitch Ratings (formerly Duff & Phelps Credit Rating Co.) 1997 - 2000
Bank of Tokyo-Mitsubishi UFJ (formerly Mitsubishi Bank) December 1988 - March 1996
Credit Agricole S.A. (formerly Credit Lyonnais) 1982 - 1988
Bank of America (formerly Continental Illinois National Bank) 1981 - 1982
Skills
Portfolio Management, Investment Management, Project Finance, Investments, Commercial Banking, Private Placements, Corporate Finance, Due Diligence, Lease Financing, Business Development, Ratings Advisory, Buy-side, CFA, Covenants, Business Relationship..., Relative Value Trading, Credit Analysis, Fixed Income, Sensitivity Analysis, Fixed Income Portfolio..., Chartered Financial..., CDS, Bonds, Series 7, Series 63, Structured Finance, Credit, Derivatives, Fixed Income Analysis, Mergers & Acquisitions, Capital Markets, Finance
Education
Purdue University - Krannert School of Management
MBA, Finance
University of Puget Sound
BS, Mathematics & Economics
John-Francis Kraemer's KPMG Corporate Finance LLC Experience September 2008 - July 2014
Job Senior Associate at SOLIC Capital Management, LLC
Industry Investment Banking
Experience
SOLIC Capital Management, LLC July 2014 - Present
KPMG Corporate Finance LLC September 2008 - July 2014
Goldman Sachs May 2007 - August 2007
Swiss Reinsurance Company April 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Private Equity, Due Diligence, Investment Banking, Finance, Business Valuation, Financial Reporting, Mergers, Capital Markets, Investments, Financial Statement..., Financial Accounting, Restructuring, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 2003 — 2006
BS, Finance & Accounting
SOLIC Capital Management, LLC July 2014 - Present
KPMG Corporate Finance LLC September 2008 - July 2014
Goldman Sachs May 2007 - August 2007
Swiss Reinsurance Company April 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Private Equity, Due Diligence, Investment Banking, Finance, Business Valuation, Financial Reporting, Mergers, Capital Markets, Investments, Financial Statement..., Financial Accounting, Restructuring, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Indiana University - Kelley School of Business 2003 — 2006
BS, Finance & Accounting
Joe Schneider Joe Schneider's KPMG Corporate Finance LLC Experience October 2012 - Present
Job Insurance Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2012 - Present
Barclays Capital February 2011 - September 2012
Barclays Capital June 2010 - August 2010
KPMG Corporate Finance LLC August 2008 - November 2009
Navigant Capital Advisors, LLC September 2003 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investment Banking, Insurance, Financial Modeling, Corporate Finance
Education
ESADE Business School 2009 — 2011
Masters of Business Administration
University of Notre Dame 1996 — 2000
Bachelors of Business, Finance & Spanish
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelors of Business, Finance
Benet Academy 1992 — 1996
KPMG Corporate Finance LLC October 2012 - Present
Barclays Capital February 2011 - September 2012
Barclays Capital June 2010 - August 2010
KPMG Corporate Finance LLC August 2008 - November 2009
Navigant Capital Advisors, LLC September 2003 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investment Banking, Insurance, Financial Modeling, Corporate Finance
Education
ESADE Business School 2009 — 2011
Masters of Business Administration
University of Notre Dame 1996 — 2000
Bachelors of Business, Finance & Spanish
University of Notre Dame - Mendoza College of Business 1996 — 2000
Bachelors of Business, Finance
Benet Academy 1992 — 1996
Yishuang Jamie Xia Yishuang Jamie Xia's KPMG Corporate Finance LLC Experience August 2011 - June 2013
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - August 2014
KPMG Corporate Finance LLC August 2011 - June 2013
KPMG August 2009 - August 2011
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2009
BBA
Emory University - Goizueta Business School 2008 — 2008
Study Abroad
RBC Capital Markets June 2014 - August 2014
KPMG Corporate Finance LLC August 2011 - June 2013
KPMG August 2009 - August 2011
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2009
BBA
Emory University - Goizueta Business School 2008 — 2008
Study Abroad
Michael Braga, MBA, CPA, CA Michael Braga, MBA, CPA, CA's KPMG Corporate Finance LLC Experience April 2014 - July 2014
Job Director of Finance at FirstService Residential Ontario
Industry Accounting
Experience
FirstService Residential Ontario July 2014 - Present
KPMG Corporate Finance LLC April 2014 - July 2014
KPMG Canada October 2011 - April 2014
TD Waterhouse May 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting
Education
Institute of Chartered Accountants of Ontario
CPA, CA
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
CFA Institute
Level 2 Candidate
University of Guelph 2003 — 2007
BBA (Hons), Accounting
St. Michael's College School
FirstService Residential Ontario July 2014 - Present
KPMG Corporate Finance LLC April 2014 - July 2014
KPMG Canada October 2011 - April 2014
TD Waterhouse May 2007 - August 2009
Skills
Financial Modeling, Financial Analysis, Financial Reporting
Education
Institute of Chartered Accountants of Ontario
CPA, CA
University of Toronto - Rotman School of Management 2009 — 2011
MBA, Finance
CFA Institute
Level 2 Candidate
University of Guelph 2003 — 2007
BBA (Hons), Accounting
St. Michael's College School
Angelina Budko Angelina Budko's KPMG Corporate Finance LLC Experience January 2015 - Present
Job Senior Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC January 2015 - Present
Skills
Financial Modeling, Business Strategy, Strategic Planning, Project Management, Valuation, Change Management, Project Finance, Contract Negotiation, Management, Management Consulting, New Business Development, Competitive Analysis, Due Diligence, Private Equity, Team Building, Strategy, Budgets, Business Development, Finance, Process Improvement, Mergers & Acquisitions, Project Planning, Analysis, Business Process..., Team Management, Risk Management, Managerial Finance, Project Delivery, Financial Analysis, Market Research, Leadership, Business Planning, Operations Management, Corporate Finance, Investments, Training, Business Analysis, Recruiting, Forecasting
Education
Texas A&M University - Mays Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Vanderbilt University 2010 — 2011
Organizational Leadership;
Kaluga State University named after K.Tsiolkovsky 2001 — 2006
KPMG Corporate Finance LLC January 2015 - Present
Skills
Financial Modeling, Business Strategy, Strategic Planning, Project Management, Valuation, Change Management, Project Finance, Contract Negotiation, Management, Management Consulting, New Business Development, Competitive Analysis, Due Diligence, Private Equity, Team Building, Strategy, Budgets, Business Development, Finance, Process Improvement, Mergers & Acquisitions, Project Planning, Analysis, Business Process..., Team Management, Risk Management, Managerial Finance, Project Delivery, Financial Analysis, Market Research, Leadership, Business Planning, Operations Management, Corporate Finance, Investments, Training, Business Analysis, Recruiting, Forecasting
Education
Texas A&M University - Mays Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
Vanderbilt University 2010 — 2011
Organizational Leadership;
Kaluga State University named after K.Tsiolkovsky 2001 — 2006
Nick Jachim Nick Jachim's KPMG Corporate Finance LLC Experience July 2000 - February 2013
Job Managing Director at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross March 2013 - Present
KPMG Corporate Finance LLC July 2000 - February 2013
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Due Diligence, Investments, Financial Analysis, Capital Markets, Strategy, Financial Structuring, Financial Services, Portfolio Management
Education
The University of Chicago Booth School of Business 1990 — 1993
Master of Business Administration (MBA), Finance and Accounting
Princeton University 1984 — 1988
A.B., Economics
Stout Risius Ross March 2013 - Present
KPMG Corporate Finance LLC July 2000 - February 2013
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Due Diligence, Investments, Financial Analysis, Capital Markets, Strategy, Financial Structuring, Financial Services, Portfolio Management
Education
The University of Chicago Booth School of Business 1990 — 1993
Master of Business Administration (MBA), Finance and Accounting
Princeton University 1984 — 1988
A.B., Economics
Andrew Colmar's KPMG Corporate Finance LLC Experience October 2013 - Present
Job Investment Banking Senior Associate at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2013 - Present
William Blair and Company, LLC March 2010 - September 2013
Citadel Investment Group - Omnium LLC September 2009 - March 2010
Colmar & Associates, Inc September 2008 - August 2009
CCG Investment Banking June 2008 - October 2008
Chicago Board of Trade 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Private Equity, Equities, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
BA, Economics
KPMG Corporate Finance LLC October 2013 - Present
William Blair and Company, LLC March 2010 - September 2013
Citadel Investment Group - Omnium LLC September 2009 - March 2010
Colmar & Associates, Inc September 2008 - August 2009
CCG Investment Banking June 2008 - October 2008
Chicago Board of Trade 2004 - 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Private Equity, Equities, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
BA, Economics
Stephen Weiland Stephen Weiland's KPMG Corporate Finance LLC Experience July 2012 - Present
Job Experienced financial professional and investment banker
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
Xavier de Jarnac Xavier de Jarnac's KPMG Corporate Finance LLC Experience September 2001 - January 2002
Job Director of Marketing and Digital Business Development at Arcade Beauty
Industry Cosmetics
Experience
Arcade Beauty September 2015 - Present
Richard Attias & Associates May 2014 - August 2015
Wonderbox October 2012 - October 2013
Happytime September 2008 - September 2012
A.T. Kearney January 2004 - August 2008
Roland Berger Strategy Consultants March 2003 - June 2003
Société Générale February 2002 - June 2002
KPMG Corporate Finance LLC September 2001 - January 2002
TBWA Worldwide June 2000 - August 2000
Skills
Strategy, E-commerce, Entrepreneurship, Team Management, CRM, Business Development, Digital Strategy, Business Planning, Competitive Analysis, Negotiation, Retail, Management, Project Management, Customer Service, Customer Experience, Management Consulting
Education
HEC School of Management 1999 — 2003
Master of Science (M.S.), Business School
Lycée Hoche 1997 — 1999
Arcade Beauty September 2015 - Present
Richard Attias & Associates May 2014 - August 2015
Wonderbox October 2012 - October 2013
Happytime September 2008 - September 2012
A.T. Kearney January 2004 - August 2008
Roland Berger Strategy Consultants March 2003 - June 2003
Société Générale February 2002 - June 2002
KPMG Corporate Finance LLC September 2001 - January 2002
TBWA Worldwide June 2000 - August 2000
Skills
Strategy, E-commerce, Entrepreneurship, Team Management, CRM, Business Development, Digital Strategy, Business Planning, Competitive Analysis, Negotiation, Retail, Management, Project Management, Customer Service, Customer Experience, Management Consulting
Education
HEC School of Management 1999 — 2003
Master of Science (M.S.), Business School
Lycée Hoche 1997 — 1999
Joe Rodgers's KPMG Corporate Finance LLC Experience February 2011 - April 2015
Job Managing Director & Southeast Region Group Head at Monroe Capital LLC
Industry Investment Banking
Experience
Monroe Capital LLC May 2015 - Present
KPMG Corporate Finance, LLC February 2011 - April 2015
EVE Partners LLC 2009 - 2011
Cerberus Capital Management 2007 - 2009
Cratos Capital Partners, LLC 2006 - 2007
CIT 2001 - 2006
FINOVA Capital Corporation 1997 - 2001
Skills
Capital, Venture Capital, Capital Structure, Investment Banking, Valuation, Due Diligence, Debt Restructuring, Mergers & Acquisitions, Private Equity, Business Valuation, Financial Modeling, Management, Middle Market, Mergers, M&A experience, Restructuring, Finance, Corporate Finance, LBO, Capital Markets, Corporate Development, Financial Analysis, Credit, Banking, Asset Based Lending
Education
Florida State University 1984 — 1987
BS, Finance; Marketing
Christopher Columbus High School 1978 — 1982
Monroe Capital LLC May 2015 - Present
KPMG Corporate Finance, LLC February 2011 - April 2015
EVE Partners LLC 2009 - 2011
Cerberus Capital Management 2007 - 2009
Cratos Capital Partners, LLC 2006 - 2007
CIT 2001 - 2006
FINOVA Capital Corporation 1997 - 2001
Skills
Capital, Venture Capital, Capital Structure, Investment Banking, Valuation, Due Diligence, Debt Restructuring, Mergers & Acquisitions, Private Equity, Business Valuation, Financial Modeling, Management, Middle Market, Mergers, M&A experience, Restructuring, Finance, Corporate Finance, LBO, Capital Markets, Corporate Development, Financial Analysis, Credit, Banking, Asset Based Lending
Education
Florida State University 1984 — 1987
BS, Finance; Marketing
Christopher Columbus High School 1978 — 1982
Jacob Goena Jacob Goena's KPMG Corporate Finance LLC Experience August 2012 - July 2013
Job M&A Deal Advisory at KPMG LLP
Industry Financial Services
Experience
KPMG Advisory September 2011 - Present
KPMG Corporate Finance, LLC August 2012 - July 2013
WMD Asset Management, LLC August 2010 - August 2011
Skills
Due Diligence, Mergers, M&A Advisory Services, Investment Banking, Financial Statement..., Private Placements, Corporate Finance, Financial Modeling, Valuation, DCF, Thomson One Banker, Capital IQ, Microsoft Excel, Private Equity, Venture Capital, SQL, Big Data, SaaS, Technology, TMT, Business Valuation, Mergers, LBO, Hedge Funds
Education
University of California, Santa Barbara 2009 — 2011
Economics and Accounting, Economics and Accounting
KPMG Advisory September 2011 - Present
KPMG Corporate Finance, LLC August 2012 - July 2013
WMD Asset Management, LLC August 2010 - August 2011
Skills
Due Diligence, Mergers, M&A Advisory Services, Investment Banking, Financial Statement..., Private Placements, Corporate Finance, Financial Modeling, Valuation, DCF, Thomson One Banker, Capital IQ, Microsoft Excel, Private Equity, Venture Capital, SQL, Big Data, SaaS, Technology, TMT, Business Valuation, Mergers, LBO, Hedge Funds
Education
University of California, Santa Barbara 2009 — 2011
Economics and Accounting, Economics and Accounting
Dennis O'Neill Dennis O'Neill's KPMG Corporate Finance LLC Experience March 2008 - February 2010
Job Managing Director at HighBank Advisors
Industry Investment Banking
Experience
HighBank Advisors March 2010 - Present
KPMG Corporate Finance LLC March 2008 - February 2010
WilmerHale May 2000 - March 2008
Richards, Layton & Finger October 1998 - April 2000
Skills
Joint Ventures, Mergers, Corporate Governance, Due Diligence, Private Equity, Valuation, Securities Regulation, Mergers & Acquisitions, Intellectual Property, Corporate Finance, Venture Capital, Financial Modeling, Investment Banking, Securities
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
JD
HighBank Advisors March 2010 - Present
KPMG Corporate Finance LLC March 2008 - February 2010
WilmerHale May 2000 - March 2008
Richards, Layton & Finger October 1998 - April 2000
Skills
Joint Ventures, Mergers, Corporate Governance, Due Diligence, Private Equity, Valuation, Securities Regulation, Mergers & Acquisitions, Intellectual Property, Corporate Finance, Venture Capital, Financial Modeling, Investment Banking, Securities
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
JD
Kedric Meredith Kedric Meredith's KPMG Corporate Finance LLC Experience July 2011 - December 2011
Job Corporate Development at Dover Corporation
Industry Investment Banking
Experience
Dover Corporation August 2014 - Present
Robert W. Baird & Co. December 2011 - June 2014
KPMG Corporate Finance, LLC July 2011 - December 2011
KPMG Corporate Finance, LLC March 2010 - July 2011
KPMG, LLP October 2009 - March 2010
Education
University of Chicago Graham School of Continuing Liberal and Professional Studies 2010 — 2011
Certificate, Financial Decision Making
Illinois State University 2004 — 2009
B.S., Finance
Illinois State University 2004 — 2009
B.S., Accounting
Dover Corporation August 2014 - Present
Robert W. Baird & Co. December 2011 - June 2014
KPMG Corporate Finance, LLC July 2011 - December 2011
KPMG Corporate Finance, LLC March 2010 - July 2011
KPMG, LLP October 2009 - March 2010
Education
University of Chicago Graham School of Continuing Liberal and Professional Studies 2010 — 2011
Certificate, Financial Decision Making
Illinois State University 2004 — 2009
B.S., Finance
Illinois State University 2004 — 2009
B.S., Accounting
Marc Hansberger Marc Hansberger's KPMG Corporate Finance LLC Experience October 2006 - June 2014
Job Senior Vice President at Argent Trust Company
Industry Investment Banking
Experience
Argent Financial Group, Inc. June 2014 - Present
KPMG Corporate Finance, LLC October 2006 - June 2014
Duff & Phelps, LLC January 2004 - October 2006
Valuemetrics 1995 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Emory University 1988 — 1992
Argent Financial Group, Inc. June 2014 - Present
KPMG Corporate Finance, LLC October 2006 - June 2014
Duff & Phelps, LLC January 2004 - October 2006
Valuemetrics 1995 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Emory University 1988 — 1992
Joseph Radecki Joseph Radecki's KPMG Corporate Finance LLC Experience June 2014 - Present
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
Mount Saint Vincent Home December 2010 - Present
St. Charles Capital (Acq'd by KPMG Corporate Finance) January 2011 - June 2014
RBC Capital Markets January 2008 - December 2010
Headwaters Merchant Bank 2006 - 2008
RBC Capital Markets 2000 - 2004
Skills
Management, Investment Banking, Corporate Development, Banking, Valuation, Financial Services, Business Development, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Leadership, Entrepreneurship, Mergers, Capital, Venture Capital, Due Diligence, Organizational..., Finance, Executive Management, Corporate Finance, Philanthropy
Education
London School of Economics and Political Science 2004 — 2005
MSc with Honors
University of Saint Thomas 1994 — 1996
MBA
University of Saint Thomas 1984 — 1987
BA
KPMG Corporate Finance LLC June 2014 - Present
Mount Saint Vincent Home December 2010 - Present
St. Charles Capital (Acq'd by KPMG Corporate Finance) January 2011 - June 2014
RBC Capital Markets January 2008 - December 2010
Headwaters Merchant Bank 2006 - 2008
RBC Capital Markets 2000 - 2004
Skills
Management, Investment Banking, Corporate Development, Banking, Valuation, Financial Services, Business Development, Strategy, Mergers & Acquisitions, Financial Modeling, Private Equity, Leadership, Entrepreneurship, Mergers, Capital, Venture Capital, Due Diligence, Organizational..., Finance, Executive Management, Corporate Finance, Philanthropy
Education
London School of Economics and Political Science 2004 — 2005
MSc with Honors
University of Saint Thomas 1994 — 1996
MBA
University of Saint Thomas 1984 — 1987
BA
Gareth Lee Gareth Lee's KPMG Corporate Finance LLC Experience July 2012 - Present
Job Director at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC July 2012 - Present
KPMG Corporate Finance January 2005 - June 2012
KPMG Advisory October 2009 - May 2012
KPMG Audit October 2001 - January 2005
Skills
Financial Modeling, Project Finance, Public-private..., Corporate Finance, Infrastructure Projects, Financial Analysis, PPP, Financial Advisory, Transportation, Financial Planning, Funding, Public Finance, Procurement, Contract Negotiation, Due Diligence, Public/private...
Education
Imperial College London 1997 — 2000
KPMG Corporate Finance LLC July 2012 - Present
KPMG Corporate Finance January 2005 - June 2012
KPMG Advisory October 2009 - May 2012
KPMG Audit October 2001 - January 2005
Skills
Financial Modeling, Project Finance, Public-private..., Corporate Finance, Infrastructure Projects, Financial Analysis, PPP, Financial Advisory, Transportation, Financial Planning, Funding, Public Finance, Procurement, Contract Negotiation, Due Diligence, Public/private...
Education
Imperial College London 1997 — 2000
Laura Keyton's KPMG Corporate Finance LLC Experience October 2013 - July 2014
Job Senior Financial Analyst, Corporate Development at TreeHouse Foods
Industry Accounting
Experience
TreeHouse Foods July 2014 - Present
KPMG Corporate Finance LLC October 2013 - July 2014
KPMG September 2011 - October 2013
KPMG June 2010 - August 2010
St. Joseph's Hosipital July 2009 - August 2009
ProStar Consulting, Inc June 2009 - August 2009
Skills
Excel, Microsoft Office, CPA, Microsoft Excel, QuickBooks, Due Diligence, Accounting, Analysis, Financial Analysis, Corporate Finance, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
BS
TreeHouse Foods July 2014 - Present
KPMG Corporate Finance LLC October 2013 - July 2014
KPMG September 2011 - October 2013
KPMG June 2010 - August 2010
St. Joseph's Hosipital July 2009 - August 2009
ProStar Consulting, Inc June 2009 - August 2009
Skills
Excel, Microsoft Office, CPA, Microsoft Excel, QuickBooks, Due Diligence, Accounting, Analysis, Financial Analysis, Corporate Finance, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
BS
Harold Bordwin Harold Bordwin's KPMG Corporate Finance LLC Experience October 2007 - December 2009
Job
Industry Financial Services
Experience
Keen-Summit Capital Partners LLC January 2015 - Present
Great American Group January 2011 - December 2014
KPMG LLP December 2009 - December 2010
KPMG Corporate Finance LLC October 2007 - December 2009
Keen Consultants, LLC September 1988 - September 2007
Stroock & Stroock & Lavan 1987 - 1988
McKenna Connor & Cuneo 1985 - 1987
Skills
Valuation, Restructuring, Mergers & Acquisitions, Real Estate, Bankruptcy, Corporate Finance, Investments, Due Diligence, Finance, Commercial Real Estate, Mergers, Investment Banking, Real Estate Transactions, Financial Services, Private Equity, Disposition, Business Strategy, Debt Restructuring, Venture Capital, Leases, Negotiation, Capital Markets, Joint Ventures, Financial Analysis, Real Estate Economics, Retail, Corporate Governance, Workout, Dispositions, Loans, Analysis, Liquidation, Lease Negotiations
Education
Georgetown University Law Center 1983 — 1985
JD
Vanderbilt University Law School 1982 — 1983
Wesleyan University 1979 — 1982
BA, Government
Keen-Summit Capital Partners LLC January 2015 - Present
Great American Group January 2011 - December 2014
KPMG LLP December 2009 - December 2010
KPMG Corporate Finance LLC October 2007 - December 2009
Keen Consultants, LLC September 1988 - September 2007
Stroock & Stroock & Lavan 1987 - 1988
McKenna Connor & Cuneo 1985 - 1987
Skills
Valuation, Restructuring, Mergers & Acquisitions, Real Estate, Bankruptcy, Corporate Finance, Investments, Due Diligence, Finance, Commercial Real Estate, Mergers, Investment Banking, Real Estate Transactions, Financial Services, Private Equity, Disposition, Business Strategy, Debt Restructuring, Venture Capital, Leases, Negotiation, Capital Markets, Joint Ventures, Financial Analysis, Real Estate Economics, Retail, Corporate Governance, Workout, Dispositions, Loans, Analysis, Liquidation, Lease Negotiations
Education
Georgetown University Law Center 1983 — 1985
JD
Vanderbilt University Law School 1982 — 1983
Wesleyan University 1979 — 1982
BA, Government
David O'Brien David O'Brien's KPMG Corporate Finance LLC Experience 1998 - 2005
Job Director, BlackRock Infrastructure Investment Group
Industry Investment Management
Experience
BlackRock 2011 - Present
NTR plc 2006 - 2011
Greenstar 2005 - 2006
KPMG Corporate Finance LLC 1998 - 2005
Skills
Mergers & Acquisitions, Corporate Finance, Private Equity, Structured Finance, Due Diligence, Finance, Investments, Financial Modeling, Equities, Valuation, Alternative Investments, Hedge Funds, Investment Banking, Asset Management, Capital Markets, Asset Managment, Business Strategy
Education
Chartered Accountants Ireland
Fellow of the Institute of Chartered Accountants in Ireland
University College Dublin 1997 — 1998
Master’s Degree, Master of Accounting, First Class Honours
University College Dublin 1993 — 1997
Bachelor’s Degree, Bachelor of Commerce (Banking and Finance), First Class Honours
BlackRock 2011 - Present
NTR plc 2006 - 2011
Greenstar 2005 - 2006
KPMG Corporate Finance LLC 1998 - 2005
Skills
Mergers & Acquisitions, Corporate Finance, Private Equity, Structured Finance, Due Diligence, Finance, Investments, Financial Modeling, Equities, Valuation, Alternative Investments, Hedge Funds, Investment Banking, Asset Management, Capital Markets, Asset Managment, Business Strategy
Education
Chartered Accountants Ireland
Fellow of the Institute of Chartered Accountants in Ireland
University College Dublin 1997 — 1998
Master’s Degree, Master of Accounting, First Class Honours
University College Dublin 1993 — 1997
Bachelor’s Degree, Bachelor of Commerce (Banking and Finance), First Class Honours
Josephine Oshiafi Josephine Oshiafi's KPMG Corporate Finance LLC Experience June 2013 - August 2013
Job Summer Legal Intern at The Kirkland & Ellis Corporate Lab Clinic
Industry Law Practice
Experience
Kirkland & Ellis Corporate Lab Clinic June 2015 - August 2015
Sefton Fross July 2014 - August 2014
Office of Admissions Illinois College August 2012 - May 2014
KPMG Corporate Finance LLC June 2013 - August 2013
Standard Chartered Bank May 2011 - August 2011
Skills
Economics, Banking, Restructuring, Financial Analysis, Financial Accounting, Corporate Finance, Finance, Investment Banking, Capital Markets, Accounting, Emerging Markets, Financial Markets, Legal Writing & Research, Creative Writing
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (J.D.)
Illinois College 2010 — 2014
Bachelor of Science (BS), Economics and Finance
University of Oxford
Study Abroad, Economics
University of Pennsylvania - The Wharton School
Summer Program, Finance and Management
Loyola Jesuit College
Loyola Jesuit College
Kirkland & Ellis Corporate Lab Clinic June 2015 - August 2015
Sefton Fross July 2014 - August 2014
Office of Admissions Illinois College August 2012 - May 2014
KPMG Corporate Finance LLC June 2013 - August 2013
Standard Chartered Bank May 2011 - August 2011
Skills
Economics, Banking, Restructuring, Financial Analysis, Financial Accounting, Corporate Finance, Finance, Investment Banking, Capital Markets, Accounting, Emerging Markets, Financial Markets, Legal Writing & Research, Creative Writing
Education
University of Chicago Law School 2014 — 2017
Doctor of Law (J.D.)
Illinois College 2010 — 2014
Bachelor of Science (BS), Economics and Finance
University of Oxford
Study Abroad, Economics
University of Pennsylvania - The Wharton School
Summer Program, Finance and Management
Loyola Jesuit College
Loyola Jesuit College
Viraj Parekh, CFA Viraj Parekh, CFA's KPMG Corporate Finance LLC Experience September 2013 - Present
Job Vice President, Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC September 2013 - Present
Ernst & Young June 2008 - February 2013
Reliance Capital August 2007 - October 2007
JPMorgan Chase May 2006 - June 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Business Valuation
Education
S.P. Jain Institute of Management & Research 2007 — 2009
Global Masters in Business Administration, Investment Banking, Part of the Dean's list
Narsee Monjee College of Commerce and Economics 2003 — 2006
Bachelor of Management Studies, Finance, General
KPMG Corporate Finance LLC September 2013 - Present
Ernst & Young June 2008 - February 2013
Reliance Capital August 2007 - October 2007
JPMorgan Chase May 2006 - June 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Capital Markets, Business Valuation
Education
S.P. Jain Institute of Management & Research 2007 — 2009
Global Masters in Business Administration, Investment Banking, Part of the Dean's list
Narsee Monjee College of Commerce and Economics 2003 — 2006
Bachelor of Management Studies, Finance, General
Stacy L. (Ferrone) Garofalo Stacy L. (Ferrone) Garofalo's KPMG Corporate Finance LLC Experience October 2007 - December 2009
Job Special Education Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education September 2015 - Present
Great American Group December 2012 - September 2014
GA Keen Realty Advisors, LLC January 2011 - December 2012
KPMG, LLP December 2009 - December 2011
KPMG Corporate Finance, LLC October 2007 - December 2009
Keen Consultants, LLC 2004 - October 2007
Skills
•General Securities..., •Uniform Securities..., •New York Real Estate..., •New York State..., •New York State...
Education
City University of New York-Hunter College 2009 — 2012
Master of Science (M.S.), Education/Teaching of Individuals in Childhood Special Education Programs
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Charles Sturt University 2003 — 2003
Study Abroad, Australia
NYC Department of Education September 2015 - Present
Great American Group December 2012 - September 2014
GA Keen Realty Advisors, LLC January 2011 - December 2012
KPMG, LLP December 2009 - December 2011
KPMG Corporate Finance, LLC October 2007 - December 2009
Keen Consultants, LLC 2004 - October 2007
Skills
•General Securities..., •Uniform Securities..., •New York Real Estate..., •New York State..., •New York State...
Education
City University of New York-Hunter College 2009 — 2012
Master of Science (M.S.), Education/Teaching of Individuals in Childhood Special Education Programs
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Charles Sturt University 2003 — 2003
Study Abroad, Australia
Raymond Zhang, CPA, CA's KPMG Corporate Finance LLC Experience October 2014 - Present
Job Associate VP, KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
KPMG Canada October 2013 - September 2014
KPMG Canada September 2011 - September 2013
KPMG Canada May 2010 - May 2011
Simon Fraser University September 2009 - May 2010
Canada Revenue Agency January 2008 - April 2008
Skills
Financial Analysis, Financial Statements, Corporate Finance, Mergers, Financial Modeling, Strategic Financial..., Business Valuation, Business Strategy, Microsoft Excel, Finance, Teamwork
Education
Canadian Institute of Chartered Business Valuators (CICBV) 2013 — 2015
Chartered Business Valuator (CBV), Business Valuation
CA School of Business 2010 — 2013
Accounting
Simon Fraser University 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
연세대학교 / Yonsei University 2010 — 2010
Undergraduate International Exchange Student, Business Administration and Management, General
Pinetree Secondary 2002 — 2006
KPMG Corporate Finance LLC October 2014 - Present
KPMG Canada October 2013 - September 2014
KPMG Canada September 2011 - September 2013
KPMG Canada May 2010 - May 2011
Simon Fraser University September 2009 - May 2010
Canada Revenue Agency January 2008 - April 2008
Skills
Financial Analysis, Financial Statements, Corporate Finance, Mergers, Financial Modeling, Strategic Financial..., Business Valuation, Business Strategy, Microsoft Excel, Finance, Teamwork
Education
Canadian Institute of Chartered Business Valuators (CICBV) 2013 — 2015
Chartered Business Valuator (CBV), Business Valuation
CA School of Business 2010 — 2013
Accounting
Simon Fraser University 2006 — 2011
Bachelor of Business Administration (BBA), Accounting
연세대학교 / Yonsei University 2010 — 2010
Undergraduate International Exchange Student, Business Administration and Management, General
Pinetree Secondary 2002 — 2006
Lina He's KPMG Corporate Finance LLC Experience February 2008 - August 2012
Job Seeking direct real estate investment opportunities
Industry Real Estate
Experience
Lend Lease October 2014 - April 2015
Barangaroo Delivery Authority August 2012 - August 2014
KPMG Corporate Finance LLC February 2008 - August 2012
KPMG January 2006 - January 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Financial Accounting, IFRS, Business Valuation, Due Diligence, Market Analysis, Strategy, Financial Services, Management, Investments, Portfolio Management, Finance, Analysis
Education
The Australian Property Institute
Associate member
University of Technology, Sydney
Graduate Certificate, Property Development, Distinction
Institute of Chartered Accountants in Australia
Qualified Member
UNSW Australia
Bachelor’s Degree, Commerce, Finance & Accounting, Merits
CCC
Casimir Catholic College
Lend Lease October 2014 - April 2015
Barangaroo Delivery Authority August 2012 - August 2014
KPMG Corporate Finance LLC February 2008 - August 2012
KPMG January 2006 - January 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Corporate Finance, Financial Accounting, IFRS, Business Valuation, Due Diligence, Market Analysis, Strategy, Financial Services, Management, Investments, Portfolio Management, Finance, Analysis
Education
The Australian Property Institute
Associate member
University of Technology, Sydney
Graduate Certificate, Property Development, Distinction
Institute of Chartered Accountants in Australia
Qualified Member
UNSW Australia
Bachelor’s Degree, Commerce, Finance & Accounting, Merits
CCC
Casimir Catholic College
Fiona McCarthy Fiona McCarthy's KPMG Corporate Finance LLC Experience January 2012 - Present
Job KPMG Advisory
Industry Financial Services
Experience
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
Sean Sands Sean Sands's KPMG Corporate Finance LLC Experience 1995 - 2002
Job Vice President of Strategy & Analysis at Sunesys
Industry Executive Office
Experience
Sunesys June 2009 - Present
Navigant Capital Advisors November 2003 - May 2009
Buckingham Capital Advisors April 2002 - October 2003
KPMG Corporate Finance LLC 1995 - 2002
Corestates Investment Banking 1989 - 1994
First Pennsylvania Bank 1987 - 1989
Skills
Corporate Finance, Capital Markets, Finance, Telecommunications, Acquisitions, Mergers, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Investment Banking, Strategic Planning, Valuation, Business Strategy, Private Equity, Investments, Portfolio Management, Risk Management, Forecasting, Mergers & Acquisitions, Strategy, Analysis, Management, Strategic Financial..., Restructuring, Outsourcing, Corporate Development, Divestitures
Education
Temple University - Fox School of Business and Management 1987 — 1992
M.B.A., Finance
Temple University - Fox School of Business and Management 1979 — 1987
B.S., Business Law
Sunesys June 2009 - Present
Navigant Capital Advisors November 2003 - May 2009
Buckingham Capital Advisors April 2002 - October 2003
KPMG Corporate Finance LLC 1995 - 2002
Corestates Investment Banking 1989 - 1994
First Pennsylvania Bank 1987 - 1989
Skills
Corporate Finance, Capital Markets, Finance, Telecommunications, Acquisitions, Mergers, Business Valuation, Financial Analysis, Due Diligence, Financial Modeling, New Business Development, Investment Banking, Strategic Planning, Valuation, Business Strategy, Private Equity, Investments, Portfolio Management, Risk Management, Forecasting, Mergers & Acquisitions, Strategy, Analysis, Management, Strategic Financial..., Restructuring, Outsourcing, Corporate Development, Divestitures
Education
Temple University - Fox School of Business and Management 1987 — 1992
M.B.A., Finance
Temple University - Fox School of Business and Management 1979 — 1987
B.S., Business Law
Brent Belding Brent Belding's KPMG Corporate Finance LLC Experience August 2015 - Present
Job Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC August 2015 - Present
Ewing Bemiss & Co. July 2004 - August 2015
Guidant March 1999 - July 2002
Skills
Investment Banking, Due Diligence, Valuation, Leadership, CRM, Business Strategy, Venture Capital, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Private Equity, Project Finance, Corporate Finance, Renewable Energy, Cleantech, Financial Modeling
Education
Duke University
MBA
Vanderbilt University
BE, Biomedical Engineering
KPMG Corporate Finance LLC August 2015 - Present
Ewing Bemiss & Co. July 2004 - August 2015
Guidant March 1999 - July 2002
Skills
Investment Banking, Due Diligence, Valuation, Leadership, CRM, Business Strategy, Venture Capital, Financial Analysis, Strategic Planning, Mergers & Acquisitions, Private Equity, Project Finance, Corporate Finance, Renewable Energy, Cleantech, Financial Modeling
Education
Duke University
MBA
Vanderbilt University
BE, Biomedical Engineering
Jeremy Lichtman Jeremy Lichtman's KPMG Corporate Finance LLC Experience August 2012 - July 2013
Job Investment Banking Analyst at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Guggenheim Partners September 2014 - Present
Bank of America Merrill Lynch July 2013 - August 2014
KPMG Corporate Finance LLC August 2012 - July 2013
Macquarie Capital June 2011 - August 2011
Time Warner Inc. - Time Inc. June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Investment Banking, Corporate Finance, Accounting, Financial Analysis, Excel, PowerPoint, Due Diligence, Financial Modeling, Microsoft Excel, Valuation
Education
Emory University - Goizueta Business School 2008 — 2012
BBA (Honors), Finance and Accounting
La Salle High School 2006 — 2008
HS Diploma
Steven Lu's KPMG Corporate Finance LLC Experience 2013 - August 2014
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
KPMG Corporate Finance LLC 2013 - August 2014
KPMG Corporate Finance LLC 2012 - 2013
Wedbush Securities 2009 - 2010
Sandler O'Neill 2007 - 2009
Barclays Global Investors 2006 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Mergers, Capital IQ, Capital Markets, Private Placements, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.S.
Monta Vista High School 1999 — 2003
KPMG Corporate Finance LLC 2013 - August 2014
KPMG Corporate Finance LLC 2012 - 2013
Wedbush Securities 2009 - 2010
Sandler O'Neill 2007 - 2009
Barclays Global Investors 2006 - 2006
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Mergers, Capital IQ, Capital Markets, Private Placements, Corporate Finance, Due Diligence
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Davis 2003 — 2007
B.S.
Monta Vista High School 1999 — 2003
Robert Caliento Robert Caliento's KPMG Corporate Finance LLC Experience July 2015 - Present
Job Investment Banking Associate at KPMG Corporate Finance
Industry Higher Education
Experience
KPMG Corporate Finance LLC July 2015 - Present
Brookside Mezzanine Partners June 2014 - August 2014
Clearview Capital May 2013 - August 2013
New York Yankees July 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Capital IQ, Data Analysis, PowerPoint, Financial Analysis, Microsoft CRM, Economics, Research, Microsoft Word, Public Speaking, Leadership
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics
KPMG Corporate Finance LLC July 2015 - Present
Brookside Mezzanine Partners June 2014 - August 2014
Clearview Capital May 2013 - August 2013
New York Yankees July 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Capital IQ, Data Analysis, PowerPoint, Financial Analysis, Microsoft CRM, Economics, Research, Microsoft Word, Public Speaking, Leadership
Education
Lafayette College 2011 — 2015
Bachelor of Arts (B.A.), Economics
David Peslak David Peslak's KPMG Corporate Finance LLC Experience March 2012 - August 2013
Job Associate at Fairmount Partners
Industry Investment Banking
Experience
Fairmount Partners July 2015 - Present
C.W. Downer & Co. August 2013 - July 2015
KPMG Corporate Finance LLC March 2012 - August 2013
KPMG Advisory September 2011 - March 2012
KPMG Advisory June 2010 - August 2010
Sanofi Pasteur June 2009 - August 2009
Prudential Financial June 2008 - August 2008
Education
Penn State University 2007 — 2011
Bachelor of Science, Finance
IES European Union 2009 — 2009
Fairmount Partners July 2015 - Present
C.W. Downer & Co. August 2013 - July 2015
KPMG Corporate Finance LLC March 2012 - August 2013
KPMG Advisory September 2011 - March 2012
KPMG Advisory June 2010 - August 2010
Sanofi Pasteur June 2009 - August 2009
Prudential Financial June 2008 - August 2008
Education
Penn State University 2007 — 2011
Bachelor of Science, Finance
IES European Union 2009 — 2009
Julia Sohajda Julia Sohajda's KPMG Corporate Finance LLC Experience June 2015 - August 2015
Job M&A Advisory Trainee at KPMG
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2015 - August 2015
Startup Equinox January 2015 - May 2015
Sibson Consulting June 2014 - August 2014
Erasmus Student Network January 2012 - June 2013
Skills
International Relations, Economics, Teamwork, English, German, Research, Analysis, Intercultural..., Market Research, Social Media, Foreign Languages, Public Relations, Microsoft Office, International Business, Hungarian, French, PowerPoint, Microsoft Excel, Microsoft Word, Java
Education
University of Southern California 2013 — 2015
Bachelor's degree, Business Administration with a Finance Concentration
Budapesti Corvinus Egyetem 2011 — 2013
Bachelor of Arts (BA), International Business
International School of Management 2012 — 2012
Erasmus Exchange Program, International Management
KPMG Corporate Finance LLC June 2015 - August 2015
Startup Equinox January 2015 - May 2015
Sibson Consulting June 2014 - August 2014
Erasmus Student Network January 2012 - June 2013
Skills
International Relations, Economics, Teamwork, English, German, Research, Analysis, Intercultural..., Market Research, Social Media, Foreign Languages, Public Relations, Microsoft Office, International Business, Hungarian, French, PowerPoint, Microsoft Excel, Microsoft Word, Java
Education
University of Southern California 2013 — 2015
Bachelor's degree, Business Administration with a Finance Concentration
Budapesti Corvinus Egyetem 2011 — 2013
Bachelor of Arts (BA), International Business
International School of Management 2012 — 2012
Erasmus Exchange Program, International Management
Daniel Armbruster's KPMG Corporate Finance LLC Experience 2015 - May 2015
Job Operations Lead at Garmin International
Industry Consumer Electronics
Experience
Garmin International July 2015 - Present
KPMG Corporate Finance LLC 2015 - May 2015
MassMutual Financial Group 2013 - 2015
Mutual of Omaha September 2011 - August 2013
Skills
Financial Reporting, Business Strategy, Oracle ERP..., M&A Advisory Services, Restructuring, Divestitures, Financial Services, Microsoft Excel, Microsoft CRM, Financial Analysis
Education
DePaul University
Finance, General
Garmin International July 2015 - Present
KPMG Corporate Finance LLC 2015 - May 2015
MassMutual Financial Group 2013 - 2015
Mutual of Omaha September 2011 - August 2013
Skills
Financial Reporting, Business Strategy, Oracle ERP..., M&A Advisory Services, Restructuring, Divestitures, Financial Services, Microsoft Excel, Microsoft CRM, Financial Analysis
Education
DePaul University
Finance, General
Danny Parkinson Danny Parkinson's KPMG Corporate Finance LLC Experience July 2014 - February 2015
Job Senior Associate at CapitalValue Advisors
Industry Financial Services
Experience
CapitalValue Advisors March 2015 - Present
KPMG Corporate Finance LLC July 2014 - February 2015
St. Charles Capital February 2014 - June 2014
St. Charles Capital July 2011 - February 2014
CapitalValue Advisors November 2010 - July 2011
EHE International July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Finance, Microsoft Office, Investments, Due Diligence, Private Equity
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance
CapitalValue Advisors March 2015 - Present
KPMG Corporate Finance LLC July 2014 - February 2015
St. Charles Capital February 2014 - June 2014
St. Charles Capital July 2011 - February 2014
CapitalValue Advisors November 2010 - July 2011
EHE International July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Finance, Microsoft Office, Investments, Due Diligence, Private Equity
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance
John Jesus Orr John Jesus Orr's KPMG Corporate Finance LLC Experience September 2014 - Present
Job Investment Banking at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC September 2014 - Present
Capital One June 2013 - September 2014
Physis Capital September 2012 - April 2013
State Street May 2012 - August 2012
Lift Ventures December 2011 - May 2012
Apple 2010 - 2011
Buzz University November 2008 - November 2010
Education
Brandeis International Business School 2011 — 2013
Masters of Arts in International Economics and Finance, International Finance, 3.9
Fundação Getulio Vargas 2012 — 2012
Exchange, International Management
Brandeis University 2008 — 2012
Bachelors of Arts; BA/MA, Economics
Punahou School 2004 — 2008
High School Diploma with Honors, Premed, Economics
KPMG Corporate Finance LLC September 2014 - Present
Capital One June 2013 - September 2014
Physis Capital September 2012 - April 2013
State Street May 2012 - August 2012
Lift Ventures December 2011 - May 2012
Apple 2010 - 2011
Buzz University November 2008 - November 2010
Education
Brandeis International Business School 2011 — 2013
Masters of Arts in International Economics and Finance, International Finance, 3.9
Fundação Getulio Vargas 2012 — 2012
Exchange, International Management
Brandeis University 2008 — 2012
Bachelors of Arts; BA/MA, Economics
Punahou School 2004 — 2008
High School Diploma with Honors, Premed, Economics
Garrett Branisel's KPMG Corporate Finance LLC Experience October 2014 - Present
Job Senior Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC September 2012 - September 2014
KPMG April 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Restructuring, CPA, Business Valuation
Education
Indiana University - Kelley School of Business
MBA, Financial Analysis
Indiana University - Kelley School of Business
BS, Accounting
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC September 2012 - September 2014
KPMG April 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Restructuring, CPA, Business Valuation
Education
Indiana University - Kelley School of Business
MBA, Financial Analysis
Indiana University - Kelley School of Business
BS, Accounting
Peter H. Smith Jr Peter H. Smith Jr's KPMG Corporate Finance LLC Experience September 2004 - April 2006
Job Senior SharePoint Applications Developer at International Relief and Development (IRD)
Industry Information Technology and Services
Experience
International Relief and Development (IRD) February 2014 - Present
Robert Half Technology February 2014 - May 2014
Commonwealth of PA January 2013 - February 2014
T. Rowe Price April 2006 - June 2012
FedEx Office November 2004 - 2007
KPMG Corporate Finance LLC September 2004 - April 2006
Ernst & Young J&M Management Consulting GmbH March 2004 - June 2004
Creative Print Group March 2000 - May 2001
Xerox January 1996 - May 2000
Skills
SharePoint, Databases, Web Applications, jQuery, C#, CMS, HTML, Digital Media, Management, JavaScript, Integrated Marketing, HTML 5, Testing, Oracle, Marketing, Internal Communications, Editing, Security, Visual Studio, User Interface, InfoPath, CAML, XSL, XPath, Project Management, Microsoft Office, Leadership, SDLC, Web Development
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Information Technology
University of Phoenix 2009 — 2011
Associate of Science (A.S.), Computer Programming
Catonsville Community College 1998 — 1999
Associate of Arts (AA), Graphic Design
International Relief and Development (IRD) February 2014 - Present
Robert Half Technology February 2014 - May 2014
Commonwealth of PA January 2013 - February 2014
T. Rowe Price April 2006 - June 2012
FedEx Office November 2004 - 2007
KPMG Corporate Finance LLC September 2004 - April 2006
Ernst & Young J&M Management Consulting GmbH March 2004 - June 2004
Creative Print Group March 2000 - May 2001
Xerox January 1996 - May 2000
Skills
SharePoint, Databases, Web Applications, jQuery, C#, CMS, HTML, Digital Media, Management, JavaScript, Integrated Marketing, HTML 5, Testing, Oracle, Marketing, Internal Communications, Editing, Security, Visual Studio, User Interface, InfoPath, CAML, XSL, XPath, Project Management, Microsoft Office, Leadership, SDLC, Web Development
Education
University of Phoenix 2009 — 2012
Bachelor's degree, Information Technology
University of Phoenix 2009 — 2011
Associate of Science (A.S.), Computer Programming
Catonsville Community College 1998 — 1999
Associate of Arts (AA), Graphic Design
Dominick Robusto Dominick Robusto's KPMG Corporate Finance LLC Experience July 2015 - Present
Job Investment Banking Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2015 - Present
Panther Capital Group January 2015 - May 2015
SeatonHill October 2014 - May 2015
TCU - William C. Conner Educational Investment Fund August 2014 - May 2015
TCU Neeley MBA Program August 2013 - May 2015
Investment Portfolio Managed by Luther King Capital Management October 2014 - February 2015
DriveWealth June 2014 - August 2014
Tyre Law Firm August 2012 - July 2013
Trinity University January 2012 - May 2012
Trinity University - Summer Baseball Camp June 2009 - August 2010
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Securities, GPA 3.92, GMAT 690
Trinity University 2007 — 2012
Bachelor of Business Administration (BBA)
KPMG Corporate Finance LLC July 2015 - Present
Panther Capital Group January 2015 - May 2015
SeatonHill October 2014 - May 2015
TCU - William C. Conner Educational Investment Fund August 2014 - May 2015
TCU Neeley MBA Program August 2013 - May 2015
Investment Portfolio Managed by Luther King Capital Management October 2014 - February 2015
DriveWealth June 2014 - August 2014
Tyre Law Firm August 2012 - July 2013
Trinity University January 2012 - May 2012
Trinity University - Summer Baseball Camp June 2009 - August 2010
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Securities, GPA 3.92, GMAT 690
Trinity University 2007 — 2012
Bachelor of Business Administration (BBA)
Gregory Hiatrides Gregory Hiatrides's KPMG Corporate Finance LLC Experience July 2014 - June 2015
Job Senior Associate at Bow River Capital Partners
Industry Venture Capital & Private Equity
Experience
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Al Izaguirre's KPMG Corporate Finance LLC Experience October 2009 - Present
Job Chief Compliance Officer, KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2009 - Present
KPMG LLP 2005 - September 2009
Fidelity Investments 2004 - 2004
Wachovia Securities, LLC 2000 - 2004
Financial Industry Regulatory Authority (FINRA) 1993 - 2000
Skills
Due Diligence, Securities, AML, Private Equity, Capital Markets, Financial Services, Finance, SEC, Financial Risk, Mergers & Acquisitions, Risk Management, Corporate Governance, Corporate Finance, Fraud, Hedge Funds, Anti Money Laundering, Financial Analysis, Financial Modeling
Education
Boston College 1984 — 1988
BA, Political Science, Philosophy
KPMG Corporate Finance LLC October 2009 - Present
KPMG LLP 2005 - September 2009
Fidelity Investments 2004 - 2004
Wachovia Securities, LLC 2000 - 2004
Financial Industry Regulatory Authority (FINRA) 1993 - 2000
Skills
Due Diligence, Securities, AML, Private Equity, Capital Markets, Financial Services, Finance, SEC, Financial Risk, Mergers & Acquisitions, Risk Management, Corporate Governance, Corporate Finance, Fraud, Hedge Funds, Anti Money Laundering, Financial Analysis, Financial Modeling
Education
Boston College 1984 — 1988
BA, Political Science, Philosophy
Brian Dienes Brian Dienes's KPMG Corporate Finance LLC Experience January 2015 - Present
Job Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC January 2015 - Present
Tegris Advisors April 2013 - December 2014
Sutton Place Strategies May 2012 - February 2013
Credit Agricole CIB March 2010 - March 2012
Colchester Partners LLC May 2008 - August 2008
Skills
Capital Markets, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, Private Equity, Equity Research, Equities, Investment Banking, Valuation, Equity Valuation, Financial Markets, Emerging Markets, Corporate Finance, Getting The Job Done, Finance
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
Stanton College Preparatory High School 2001 — 2005
International Baccalaureate
KPMG Corporate Finance LLC January 2015 - Present
Tegris Advisors April 2013 - December 2014
Sutton Place Strategies May 2012 - February 2013
Credit Agricole CIB March 2010 - March 2012
Colchester Partners LLC May 2008 - August 2008
Skills
Capital Markets, Microsoft Excel, Financial Analysis, Financial Modeling, Bloomberg, Private Equity, Equity Research, Equities, Investment Banking, Valuation, Equity Valuation, Financial Markets, Emerging Markets, Corporate Finance, Getting The Job Done, Finance
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
Stanton College Preparatory High School 2001 — 2005
International Baccalaureate
Amanda Mucek Amanda Mucek's KPMG Corporate Finance LLC Experience October 2014 - Present
Job Associate Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
Aon Risk Solutions November 2013 - October 2014
Madison Street Capital May 2012 - November 2013
Merrill Lynch September 2011 - March 2012
TransUnion June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Microsoft Office, Word, Microsoft Excel, Microsoft Word
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
KPMG Corporate Finance LLC October 2014 - Present
Aon Risk Solutions November 2013 - October 2014
Madison Street Capital May 2012 - November 2013
Merrill Lynch September 2011 - March 2012
TransUnion June 2011 - August 2011
Skills
PowerPoint, Outlook, Excel, Microsoft Office, Word, Microsoft Excel, Microsoft Word
Education
DePaul University 2008 — 2012
Bachelor of Science, Finance
Steve (Soonjoon) Hong's KPMG Corporate Finance LLC Experience December 2008 - July 2013
Job Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Credit Suisse June 2014 - August 2014
KPMG Corporate Finance LLC December 2008 - July 2013
Booz Allen Hamilton September 2007 - January 2008
Republic of Korea Army August 2005 - July 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Military, Investment Banking, Finance, Corporate Finance, Capital Markets, Management, Private Equity, Data Analysis, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Virginia 2001 — 2005
B.S., Finance, Mathematics
McLean High School 1998 — 2001
Credit Suisse July 2015 - Present
University of Chicago Booth School of Business September 2013 - June 2015
Credit Suisse June 2014 - August 2014
KPMG Corporate Finance LLC December 2008 - July 2013
Booz Allen Hamilton September 2007 - January 2008
Republic of Korea Army August 2005 - July 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Mathematics, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, Military, Investment Banking, Finance, Corporate Finance, Capital Markets, Management, Private Equity, Data Analysis, Investments
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Virginia 2001 — 2005
B.S., Finance, Mathematics
McLean High School 1998 — 2001
Brydon Ferguson, CPA, MBA's KPMG Corporate Finance LLC Experience January 2012 - June 2012
Job Senior Associate KPMG Transactions & Restructuring
Industry Financial Services
Experience
KPMG September 2011 - Present
KPMG Corporate Finance LLC January 2012 - June 2012
Indiana University Bloomington August 2010 - May 2011
KPMG June 2010 - August 2010
KPMG April 2010 - May 2010
H. J. Umbaugh & Associates May 2009 - August 2009
OneAmerica May 2008 - August 2008
Skills
Due Diligence, Financial Analysis, Financial Modeling, CPA, Accounting, Mergers, Private Equity, Business Valuation, Valuation, Financial Accounting, Corporate Finance, Microsoft Excel, Finance, Analysis, US GAAP
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Financial Analysis
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting
KPMG September 2011 - Present
KPMG Corporate Finance LLC January 2012 - June 2012
Indiana University Bloomington August 2010 - May 2011
KPMG June 2010 - August 2010
KPMG April 2010 - May 2010
H. J. Umbaugh & Associates May 2009 - August 2009
OneAmerica May 2008 - August 2008
Skills
Due Diligence, Financial Analysis, Financial Modeling, CPA, Accounting, Mergers, Private Equity, Business Valuation, Valuation, Financial Accounting, Corporate Finance, Microsoft Excel, Finance, Analysis, US GAAP
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Financial Analysis
Indiana University - Kelley School of Business 2006 — 2010
BS, Accounting
Jeff Scurry Jeff Scurry's KPMG Corporate Finance LLC Experience January 2001 - February 2003
Job Practice Development Manager at Kelley Drye & Warren LLP
Industry Marketing and Advertising
Experience
Kelley Drye & Warren LLP March 2015 - Present
Crowell & Moring LLP March 2012 - March 2015
Obama for America June 2012 - November 2012
Baker & McKenzie October 2008 - March 2012
Baker & McKenzie December 2006 - September 2008
Grant Thornton February 2003 - December 2006
KPMG Corporate Finance LLC January 2001 - February 2003
WNUR 1999 - 2000
Skills
Sales, Internal Communications, Magazine Articles, Strategic Planning, Business Development, Social Media, Content Development, Content Writing, Content Marketing, Content Strategy, Marketing Strategy, Social Media Marketing, Leadership Development, Project Management, Human Resources, Leadership, Strategic Partnerships, Marketing, Strategic Communications, CRM, Management, Market Research, Strategy, Public Relations, Proposal Writing, Advertising, New Business Development, Copywriting, Email Marketing, Digital Marketing, Salesforce.com, SEO, Press Releases, Account Management, Facebook, Professional Services, Marketing Communications, Editing
Education
Northwestern University
Bachelor of Science, Organizational Behavior
Second City Training Center (Chicago)
wheaton Central High School
Kelley Drye & Warren LLP March 2015 - Present
Crowell & Moring LLP March 2012 - March 2015
Obama for America June 2012 - November 2012
Baker & McKenzie October 2008 - March 2012
Baker & McKenzie December 2006 - September 2008
Grant Thornton February 2003 - December 2006
KPMG Corporate Finance LLC January 2001 - February 2003
WNUR 1999 - 2000
Skills
Sales, Internal Communications, Magazine Articles, Strategic Planning, Business Development, Social Media, Content Development, Content Writing, Content Marketing, Content Strategy, Marketing Strategy, Social Media Marketing, Leadership Development, Project Management, Human Resources, Leadership, Strategic Partnerships, Marketing, Strategic Communications, CRM, Management, Market Research, Strategy, Public Relations, Proposal Writing, Advertising, New Business Development, Copywriting, Email Marketing, Digital Marketing, Salesforce.com, SEO, Press Releases, Account Management, Facebook, Professional Services, Marketing Communications, Editing
Education
Northwestern University
Bachelor of Science, Organizational Behavior
Second City Training Center (Chicago)
wheaton Central High School
David Chinnaswamy David Chinnaswamy's KPMG Corporate Finance LLC Experience January 1997 - October 2001
Job Experienced with Digital Imaging Technology, Desktop Publishing, Reprographic Systems Printing, and Document Management
Industry Information Technology and Services
Experience
M. Arthur Gensler Jr. & Associates, Inc. February 2015 - Present
Latham & Watkins, LLC September 2013 - February 2015
Mesirow Financial October 2001 - September 2013
KPMG Corporate Finance LLC January 1997 - October 2001
FedEx Office May 1995 - January 1997
Archdiocese of Chicago April 1983 - January 1997
APC Research, Inc July 1994 - December 1994
The Eventors, Inc July 1994 - December 1994
Skills
Marketing, Management, Insurance, Customer Service, Market Research, Sales, Process Improvement, Account Management, Leadership, Strategic Planning, Human Resources, New Business Development, Project Management, Strategy, Microsoft Excel, Risk Management, Business Development, CRM, Customer Satisfaction, Salesforce.com, Business Analysis, Graphic Design, Negotiation, Team Building, Business Strategy, Training, Vendor Management, Contract Negotiation, Public Relations, Budgets, Analysis, Program Management, Due Diligence, Marketing Strategy, Document Management, Reprographics, Desktop Publishing, Digital Printing, Digital Imaging, Color Calibration, Scanners, Color Management, Color Printing, Database Administration, Large Format, Business Planning, Team Leadership, Marketing Communications, Forecasting, Social Networking
Education
University of Illinois at Chicago 1988 — 1994
Bachelor of Science (B.Sc.), Business, Management, Marketing, and Related Support Services
M. Arthur Gensler Jr. & Associates, Inc. February 2015 - Present
Latham & Watkins, LLC September 2013 - February 2015
Mesirow Financial October 2001 - September 2013
KPMG Corporate Finance LLC January 1997 - October 2001
FedEx Office May 1995 - January 1997
Archdiocese of Chicago April 1983 - January 1997
APC Research, Inc July 1994 - December 1994
The Eventors, Inc July 1994 - December 1994
Skills
Marketing, Management, Insurance, Customer Service, Market Research, Sales, Process Improvement, Account Management, Leadership, Strategic Planning, Human Resources, New Business Development, Project Management, Strategy, Microsoft Excel, Risk Management, Business Development, CRM, Customer Satisfaction, Salesforce.com, Business Analysis, Graphic Design, Negotiation, Team Building, Business Strategy, Training, Vendor Management, Contract Negotiation, Public Relations, Budgets, Analysis, Program Management, Due Diligence, Marketing Strategy, Document Management, Reprographics, Desktop Publishing, Digital Printing, Digital Imaging, Color Calibration, Scanners, Color Management, Color Printing, Database Administration, Large Format, Business Planning, Team Leadership, Marketing Communications, Forecasting, Social Networking
Education
University of Illinois at Chicago 1988 — 1994
Bachelor of Science (B.Sc.), Business, Management, Marketing, and Related Support Services
Molly McMahon Hollowell Molly McMahon Hollowell's KPMG Corporate Finance LLC Experience June 2014 - March 2015
Job Director Corporate Development at The Visuality Corporation
Industry Financial Services
Experience
The Visuality Corporation March 2015 - Present
KPMG Corporate Finance LLC June 2014 - March 2015
St. Charles Capital June 2011 - June 2014
KRG Capital February 2011 - May 2011
Hotel Restaurant Tourism Management Educational Enterprises, University of Denver October 2007 - February 2011
Skills
Corporate Finance, Financial Modeling, Strategic Planning, Valuation, Financial Analysis, Investment Banking, Mergers, Private Equity, Event Planning, Finance, Due Diligence, Acquisitions, Microsoft Excel, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2010 — 2011
M.B.A., General Business, Finance
University of Denver 2007 — 2010
B.S.B.A. & B.A., Hospitality Management, Spanish
Universidad Pablo de Olavide 2008 — 2008
B.A., Spanish language and culture studies
The Visuality Corporation March 2015 - Present
KPMG Corporate Finance LLC June 2014 - March 2015
St. Charles Capital June 2011 - June 2014
KRG Capital February 2011 - May 2011
Hotel Restaurant Tourism Management Educational Enterprises, University of Denver October 2007 - February 2011
Skills
Corporate Finance, Financial Modeling, Strategic Planning, Valuation, Financial Analysis, Investment Banking, Mergers, Private Equity, Event Planning, Finance, Due Diligence, Acquisitions, Microsoft Excel, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2010 — 2011
M.B.A., General Business, Finance
University of Denver 2007 — 2010
B.S.B.A. & B.A., Hospitality Management, Spanish
Universidad Pablo de Olavide 2008 — 2008
B.A., Spanish language and culture studies
Jason Rescansky Jason Rescansky's KPMG Corporate Finance LLC Experience June 2015 - Present
Job Manager, Practice Operations at KPMG Corporate Finance LLC
Industry Management Consulting
Experience
KPMG Corporate Finance LLC June 2015 - Present
PRGX April 2014 - June 2015
PRGX September 2012 - March 2014
Sears Holdings Corporation May 2011 - July 2011
KPMG September 2005 - November 2009
Jo Ann Stores January 2004 - August 2005
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (MBA)
China Europe International Business School (CEIBS)
Study Abroad - Shanghai, China, January 2012 through February 2012
Kent State University 2001 — 2005
Business Administration, Accounting
KPMG Corporate Finance LLC June 2015 - Present
PRGX April 2014 - June 2015
PRGX September 2012 - March 2014
Sears Holdings Corporation May 2011 - July 2011
KPMG September 2005 - November 2009
Jo Ann Stores January 2004 - August 2005
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration (MBA)
China Europe International Business School (CEIBS)
Study Abroad - Shanghai, China, January 2012 through February 2012
Kent State University 2001 — 2005
Business Administration, Accounting
Adam Sands, CFA Adam Sands, CFA's KPMG Corporate Finance LLC Experience March 2014 - July 2015
Job Senior Associate at Kimberlite Group
Industry Investment Banking
Experience
Kimberlite Group July 2015 - Present
KPMG Corporate Finance LLC March 2014 - July 2015
Scott-Macon, Ltd. September 2013 - March 2014
D.A. Davidson & Co. (formerly McGladrey Capital Markets) November 2010 - April 2013
Grubb & Ellis Securities, Inc. January 2008 - November 2010
Skills
Financial Modeling, Investment Banking, Valuation, Real Estate Transactions, Alternative Investments, Investments, M&A experience, Industry Research, Financial Analysis, Prospect Research, Corporate Finance, Private Equity, Microsoft Office, Capital IQ, Thompson One, OneSource, IBIS, Sales
Education
California State University at San Francisco
Bachelor's degree, Chinese Language and Literature
California State University at San Francisco
Bachelor's degree, Criminal Justice
National Taiwan University
Chinese Language & Literature, Chinese Language
Kimberlite Group July 2015 - Present
KPMG Corporate Finance LLC March 2014 - July 2015
Scott-Macon, Ltd. September 2013 - March 2014
D.A. Davidson & Co. (formerly McGladrey Capital Markets) November 2010 - April 2013
Grubb & Ellis Securities, Inc. January 2008 - November 2010
Skills
Financial Modeling, Investment Banking, Valuation, Real Estate Transactions, Alternative Investments, Investments, M&A experience, Industry Research, Financial Analysis, Prospect Research, Corporate Finance, Private Equity, Microsoft Office, Capital IQ, Thompson One, OneSource, IBIS, Sales
Education
California State University at San Francisco
Bachelor's degree, Chinese Language and Literature
California State University at San Francisco
Bachelor's degree, Criminal Justice
National Taiwan University
Chinese Language & Literature, Chinese Language
Aaron Scro Aaron Scro's KPMG Corporate Finance LLC Experience June 2015 - Present
Job Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2015 - Present
KeyBanc Capital Markets July 2014 - June 2015
CIGNA June 2011 - May 2014
Skills
Insurance, Employee Benefits, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Investments, Microsoft Office, Data Analysis, Underwriting, Valuation, Customer Service, Risk Management, Financial Reporting, Strategy, Finance, Management, New Business Development, Portfolio Management, Sales, Financial Risk, Capital Markets, Economics, Health Insurance, Strategic Planning, Credit Analysis, Cash Flow
Education
Colorado State University 2007 — 2011
Finance
Colorado State University
Accounting
KPMG Corporate Finance LLC June 2015 - Present
KeyBanc Capital Markets July 2014 - June 2015
CIGNA June 2011 - May 2014
Skills
Insurance, Employee Benefits, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Investments, Microsoft Office, Data Analysis, Underwriting, Valuation, Customer Service, Risk Management, Financial Reporting, Strategy, Finance, Management, New Business Development, Portfolio Management, Sales, Financial Risk, Capital Markets, Economics, Health Insurance, Strategic Planning, Credit Analysis, Cash Flow
Education
Colorado State University 2007 — 2011
Finance
Colorado State University
Accounting
Nicholas Lee Nicholas Lee's KPMG Corporate Finance LLC Experience May 2014 - August 2014
Job Finance major and Entrepreneurship specialization at Michigan State University
Industry Investment Banking
Experience
KPMG Corporate Finance LLC May 2014 - August 2014
EY May 2012 - June 2012
The Flowserve Corporation July 2010 - July 2010
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Teamwork
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.) in Finance, Specialization in Entrepreneurship
Yew Chung International School (Secondary) 2008 — 2011
International Baccalaureate Diploma & International General Certificate of Secondary Education
KPMG Corporate Finance LLC May 2014 - August 2014
EY May 2012 - June 2012
The Flowserve Corporation July 2010 - July 2010
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Teamwork
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.) in Finance, Specialization in Entrepreneurship
Yew Chung International School (Secondary) 2008 — 2011
International Baccalaureate Diploma & International General Certificate of Secondary Education
Joe Nuzzolo's KPMG Corporate Finance LLC Experience 2015 - Present
Job Managing Director
Industry Investment Banking
Experience
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
KPMG Corporate Finance LLC 2015 - Present
PwC 2013 - 2015
Lazard Freres & Co. 2009 - 2013
Merrill Lynch & Co. 2005 - 2009
Archstone Consulting LLC 2004 - 2005
J.P. Morgan Chase & Co 1999 - 2003
CH2M HILL, Inc. 1994 - 1997
Skills
Mergers, Financial Modeling, Private Equity, Due Diligence, Valuation, Corporate Finance, Investment Banking, Strategy, Restructuring, LBO, Risk Management, Structured Finance, Finance, Financial Structuring, Business Development, DCF, Capital Structure, Market Research, Analysis, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
MIT Sloan School of Management 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1993
MS
Tufts University 1986 — 1990
BS
Andrew Miller's KPMG Corporate Finance LLC Experience 2000 - 2003
Job Vice President, Global Corporate Marketing at Aon plc
Industry Financial Services
Experience
Aon July 2012 - Present
Aon July 2011 - July 2012
Aon January 2010 - July 2011
The Clement Group January 2005 - January 2010
KPMG Corporate Finance LLC 2000 - 2003
Divine InterVentures, Inc. 1999 - 2000
PricewaterhouseCoopers LLP 1998 - 1999
Skills
Mergers, Due Diligence, Management Consulting, Corporate Finance, Business Strategy, Marketing Strategy, Marketing Communications, Knowledge Sharing, Knowledge Management, Growth Strategies, Corporate Development, Strategic Planning, Corporate Communications, Internal Communications, Strategic Communications, Acquisition Integration, Acquisitions, M&A execution, M&A analysis, Team Leadership, Cross-functional Team..., Net Promoter Score, Customer Satisfaction, Customer Insight, Mergers & Acquisitions, Leadership, Financial Analysis, Business Planning, Consulting, Management, Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA
Lake Forest College 1994 — 1998
BA
Lake Forest High School 1990 — 1994
Franklin & Marshall College
Aon July 2012 - Present
Aon July 2011 - July 2012
Aon January 2010 - July 2011
The Clement Group January 2005 - January 2010
KPMG Corporate Finance LLC 2000 - 2003
Divine InterVentures, Inc. 1999 - 2000
PricewaterhouseCoopers LLP 1998 - 1999
Skills
Mergers, Due Diligence, Management Consulting, Corporate Finance, Business Strategy, Marketing Strategy, Marketing Communications, Knowledge Sharing, Knowledge Management, Growth Strategies, Corporate Development, Strategic Planning, Corporate Communications, Internal Communications, Strategic Communications, Acquisition Integration, Acquisitions, M&A execution, M&A analysis, Team Leadership, Cross-functional Team..., Net Promoter Score, Customer Satisfaction, Customer Insight, Mergers & Acquisitions, Leadership, Financial Analysis, Business Planning, Consulting, Management, Strategy
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA
Lake Forest College 1994 — 1998
BA
Lake Forest High School 1990 — 1994
Franklin & Marshall College
Ben Gonzalez's KPMG Corporate Finance LLC Experience January 2011 - November 2012
Job Managing Director, Borderplex Region, Capital Alliance Corporation
Industry Financial Services
Experience
Trimble Place Capital Advisors June 2015 - Present
Borderplex Alliance February 2015 - Present
Capital Alliance Corporation July 2015 - Present
Hub of Human Innovation 2014 - Present
KPMG Corporate Finance LLC January 2011 - November 2012
KPMG LLP April 2010 - August 2012
GT Restructuring 2006 - May 2010
Navigant Capital Advisors 2004 - 2006
Deloitte 2001 - 2006
InterFirst Bank 1984 - 1987
Skills
Restructuring, Due Diligence, Business Valuation, Financial Modeling, Private Equity, Asset Management, M&A experience, Corporate Finance, SEC filings, Valuation, Venture Capital, Corporate Development, Finance, Acquisition Integration, Mergers & Acquisitions, Start-ups, Financial Structuring, Divestitures, Capital Markets, LBO, Financial Analysis, Debt Restructuring
Education
Harvard Business School 1998 — 1999
Master of Business Administration (MBA)
University of Texas at El Paso 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Trimble Place Capital Advisors June 2015 - Present
Borderplex Alliance February 2015 - Present
Capital Alliance Corporation July 2015 - Present
Hub of Human Innovation 2014 - Present
KPMG Corporate Finance LLC January 2011 - November 2012
KPMG LLP April 2010 - August 2012
GT Restructuring 2006 - May 2010
Navigant Capital Advisors 2004 - 2006
Deloitte 2001 - 2006
InterFirst Bank 1984 - 1987
Skills
Restructuring, Due Diligence, Business Valuation, Financial Modeling, Private Equity, Asset Management, M&A experience, Corporate Finance, SEC filings, Valuation, Venture Capital, Corporate Development, Finance, Acquisition Integration, Mergers & Acquisitions, Start-ups, Financial Structuring, Divestitures, Capital Markets, LBO, Financial Analysis, Debt Restructuring
Education
Harvard Business School 1998 — 1999
Master of Business Administration (MBA)
University of Texas at El Paso 1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Blake Shear's KPMG Corporate Finance LLC Experience 2011 - Present
Job Vice President at KPMG Corporate Finance, LLC
Industry Investment Banking
Experience
KPMG Corporate Finance, LLC 2011 - Present
BDO Capital Advisors, LLC May 2006 - May 2007
Skills
Due Diligence, Financial Advisory, Investment Banking, Special Situations, Private Equity, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Business Valuation, Business Development, Capital Markets, Restructuring, LBO, Venture Capital, Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
MBA, Finance
Littleton High School
Littleton High School
University of Colorado Boulder
KPMG Corporate Finance, LLC 2011 - Present
BDO Capital Advisors, LLC May 2006 - May 2007
Skills
Due Diligence, Financial Advisory, Investment Banking, Special Situations, Private Equity, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Business Valuation, Business Development, Capital Markets, Restructuring, LBO, Venture Capital, Finance
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2006
MBA, Finance
Littleton High School
Littleton High School
University of Colorado Boulder
Erik Jordan's KPMG Corporate Finance LLC Experience June 2006 - Present
Job Head of US International Desk, Director, KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2006 - Present
Skills
Equity Capital Markets, Bankruptcy, Debt Restructuring, Equities, Mergers, Corporate Finance, Financial Advisory, Due Diligence, Private Equity, Restructuring, Special Situations, Finance
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Duke University 1983 — 1987
BA, Political Science, Economics
KPMG Corporate Finance LLC June 2006 - Present
Skills
Equity Capital Markets, Bankruptcy, Debt Restructuring, Equities, Mergers, Corporate Finance, Financial Advisory, Due Diligence, Private Equity, Restructuring, Special Situations, Finance
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Duke University 1983 — 1987
BA, Political Science, Economics
Daniel Jacobson's KPMG Corporate Finance LLC Experience July 2015 - Present
Job Vice President at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
KPMG Corporate Finance LLC July 2015 - Present
Houlihan Lokey June 2013 - July 2015
Wells Fargo Securities July 2010 - June 2013
Wells Fargo Securities July 2007 - July 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Investment Banking, Capital IQ, Mergers & Acquisitions, Capital Markets, Financial Analysis, Due Diligence, Private Equity, Investments, Bloomberg, Equities, Finance, Venture Capital, Leveraged Finance, Fixed Income, LBO, Corporate Development, M&A experience
Education
Claremont McKenna College 2003 — 2007
Michael Stahl's KPMG Corporate Finance LLC Experience 1999 - 2002
Job Executive Recruiting Manager at Deloitte
Industry Staffing and Recruiting
Experience
Deloitte February 2007 - Present
KPMG 2002 - February 2007
KPMG Corporate Finance, LLC 1999 - 2002
Mudge Rose Guthrie Alexander & Ferdon February 1991 - December 1993
Porter, Wright, Morris & Arthur February 1989 - January 1991
Weil Gotshal and Manges March 1984 - December 1988
Skills
Recruiting, Human Resources, Strategy, Executive Search, Mergers, Talent Acquisition, Restructuring, Succession Planning, Due Diligence, Talent Management, Management Consulting, Management, Sourcing, Mergers & Acquisitions, Performance Management, Organizational Design, Leadership
Education
American University, Washington College of Law 1985 — 1988
JD
Georgetown University 1982 — 1983
ABA-Approved Paralegal Certification, Law
American University 1977 — 1981
BA, Communications
Marlboro High School
Deloitte February 2007 - Present
KPMG 2002 - February 2007
KPMG Corporate Finance, LLC 1999 - 2002
Mudge Rose Guthrie Alexander & Ferdon February 1991 - December 1993
Porter, Wright, Morris & Arthur February 1989 - January 1991
Weil Gotshal and Manges March 1984 - December 1988
Skills
Recruiting, Human Resources, Strategy, Executive Search, Mergers, Talent Acquisition, Restructuring, Succession Planning, Due Diligence, Talent Management, Management Consulting, Management, Sourcing, Mergers & Acquisitions, Performance Management, Organizational Design, Leadership
Education
American University, Washington College of Law 1985 — 1988
JD
Georgetown University 1982 — 1983
ABA-Approved Paralegal Certification, Law
American University 1977 — 1981
BA, Communications
Marlboro High School
Brandon Clewett's KPMG Corporate Finance LLC Experience February 2012 - Present
Job Director at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC February 2012 - Present
McGladrey Capital Markets July 2009 - March 2012
Capital Group July 2006 - July 2009
McGladrey Capital Markets LLC May 2002 - July 2006
Equipment Design and Manufacturing August 2004 - June 2005
Morgan Stanley July 2000 - May 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Strategy, Analysis, Equities, Asset Management, Forecasting, Finance, Mergers & Acquisitions, Financial Reporting, Investment Banking, Financial Services, Accounting, Strategic Financial..., Leadership, Financial Forecasting, Start-ups, Managerial Finance, Executive Management, Competitive Analysis, Corporate Development, Cash Management, Acquisition Integration, Investments, M&A experience, LBO, Business Planning, Financial Structuring, Restructuring, Due Diligence, Private Equity, Business Valuation, Venture Capital, Equity Research, DCF, Portfolio Management, Internal Controls, Capital Raising, IPO, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Finance
Esperanza High School 1992 — 1996
KPMG Corporate Finance LLC February 2012 - Present
McGladrey Capital Markets July 2009 - March 2012
Capital Group July 2006 - July 2009
McGladrey Capital Markets LLC May 2002 - July 2006
Equipment Design and Manufacturing August 2004 - June 2005
Morgan Stanley July 2000 - May 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Strategy, Analysis, Equities, Asset Management, Forecasting, Finance, Mergers & Acquisitions, Financial Reporting, Investment Banking, Financial Services, Accounting, Strategic Financial..., Leadership, Financial Forecasting, Start-ups, Managerial Finance, Executive Management, Competitive Analysis, Corporate Development, Cash Management, Acquisition Integration, Investments, M&A experience, LBO, Business Planning, Financial Structuring, Restructuring, Due Diligence, Private Equity, Business Valuation, Venture Capital, Equity Research, DCF, Portfolio Management, Internal Controls, Capital Raising, IPO, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Finance
Esperanza High School 1992 — 1996
Victor Seoane's KPMG Corporate Finance LLC Experience 2000 - 2002
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Arch Capital Group, Inc. 2002 - 2006
KPMG Corporate Finance LLC 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
ABN AMRO 1994 - 1998
Skills
Capital Markets, Portfolio Management, Banking, Equities, Fixed Income, Credit Analysis, Derivatives, Debt, Healthcare Industry, Foreign Exchange, Regulatory Affairs, Equity Research, International Banking..., Mergers & Acquisitions, Fixed Income Portfolio..., Credit, Credit Risk, Counterparty Risk, Risk Management, Corporate Finance, Financial Analysis, Valuation
Education
Georgia State University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
crestwood 1983 — 1987
SunTrust Robinson Humphrey 2008 - Present
SunTrust Robinson Humphrey 2006 - 2008
Arch Capital Group, Inc. 2002 - 2006
KPMG Corporate Finance LLC 2000 - 2002
SunTrust Robinson Humphrey 1998 - 2000
ABN AMRO 1994 - 1998
Skills
Capital Markets, Portfolio Management, Banking, Equities, Fixed Income, Credit Analysis, Derivatives, Debt, Healthcare Industry, Foreign Exchange, Regulatory Affairs, Equity Research, International Banking..., Mergers & Acquisitions, Fixed Income Portfolio..., Credit, Credit Risk, Counterparty Risk, Risk Management, Corporate Finance, Financial Analysis, Valuation
Education
Georgia State University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Georgia - Terry College of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
crestwood 1983 — 1987
Ferry Niers's KPMG Corporate Finance LLC Experience October 2013 - Present
Job Vice President at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2013 - Present
KPMG Corporate Finance October 2012 - October 2013
KPMG Corporate Finance October 2010 - October 2012
KPMG Corporate Finance December 2007 - September 2010
Alex beleggersbank (Rabobank) 2005 - 2007
Skills
Corporate Finance, Financial Modeling, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Amsterdam 2001 — 2007
Master, Business Economics
Bataafse Kamp
KPMG Corporate Finance LLC October 2013 - Present
KPMG Corporate Finance October 2012 - October 2013
KPMG Corporate Finance October 2010 - October 2012
KPMG Corporate Finance December 2007 - September 2010
Alex beleggersbank (Rabobank) 2005 - 2007
Skills
Corporate Finance, Financial Modeling, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Amsterdam 2001 — 2007
Master, Business Economics
Bataafse Kamp
Bruce Hoyt's KPMG Corporate Finance LLC Experience June 2014 - Present
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St Chalres Capital February 2005 - June 2014
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers, Valuation, Capital Markets, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Northwestern University 1976 — 1980
KPMG Corporate Finance LLC June 2014 - Present
St Chalres Capital February 2005 - June 2014
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers, Valuation, Capital Markets, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Northwestern University 1976 — 1980
Rick Chance's KPMG Corporate Finance LLC Experience April 2006 - Present
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC April 2006 - Present
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Restructuring, Equities, Executive Management, Finance, Securities, Financial Modeling, Bankruptcy, Mergers, Management, Due Diligence, Business Valuation, Private Equity, Investments, Valuation, Financial Services, Venture Capital, Debt Restructuring, Strategy
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Executive Program
McGill University 1985 — 1987
BCom, Finance, International Business, Accounting
KPMG Corporate Finance LLC April 2006 - Present
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Restructuring, Equities, Executive Management, Finance, Securities, Financial Modeling, Bankruptcy, Mergers, Management, Due Diligence, Business Valuation, Private Equity, Investments, Valuation, Financial Services, Venture Capital, Debt Restructuring, Strategy
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Executive Program
McGill University 1985 — 1987
BCom, Finance, International Business, Accounting
Gene Bitonti's KPMG Corporate Finance LLC Experience March 2013 - June 2013
Job Director at Quarton Partners LLC
Industry Investment Banking
Experience
Quarton Partners LLC June 2013 - Present
KPMG Corporate Finance, LLC March 2013 - June 2013
P&M Corporate Finance June 2007 - March 2013
Stout Risius Ross July 2003 - June 2007
Plante & Moran May 1996 - August 2003
Education
Michigan State University - The Eli Broad College of Business 1993 — 1998
MBA, Finance, Accounting
De La Salle Collegiate 1989 — 1993
Quarton Partners LLC June 2013 - Present
KPMG Corporate Finance, LLC March 2013 - June 2013
P&M Corporate Finance June 2007 - March 2013
Stout Risius Ross July 2003 - June 2007
Plante & Moran May 1996 - August 2003
Education
Michigan State University - The Eli Broad College of Business 1993 — 1998
MBA, Finance, Accounting
De La Salle Collegiate 1989 — 1993
Seth Miller Gabriel's KPMG Corporate Finance LLC Experience June 2006 - February 2009
Job P3 Advisor / Director of Operations for IP3
Industry Transportation/Trucking/Railroad
Experience
Institute for Public-Private Partnerships (IP3). January 2014 - Present
Jacobs September 2011 - January 2014
Seth W. Miller Gabriel October 2010 - September 2011
National Council for Public-Private Partnerships February 2009 - October 2010
KPMG CORPORATE FINANCE LLC June 2006 - February 2009
THE GEORGE WASHINGTON UNIVERSITY'S CENTER May 2005 - June 2006
The George Washington University August 2004 - May 2006
THE NATIONAL OCEAN INDUSTRIES ASSOCIATION August 2002 - August 2004
Washington College July 2001 - August 2002
Skills
Public-Private..., Proposal Management, Proposal Writing, Membership Management, Membership Recruitment, Project Finance, Corporate Finance, Public/private..., Government, Non-profits, Public Administration, Management, Policy, Strategy, Public Policy, Public Speaking, Policy Analysis, Consulting, Legislation, Fundraising, Transportation, Coordination, Program Evaluation, Program Management, Governance, Nonprofits, Leadership, Analysis, Strategic Planning, Workshop Facilitation, Federal Government, Business Strategy, Energy, Local Government, Stakeholder Engagement, Finance, Private Sector, International..., Project Delivery, Economic Development, Public Sector, Capacity Building, Training, Business Development, Project Planning, International Relations, Project Management, Procurement, Infrastructure, Risk Management
Education
The George Washington University 2004 — 2006
Master of Public Administration, Public Private Partnership
Washington College 1997 — 2001
Bachelor of Art, Political Science
Institute for Public-Private Partnerships (IP3). January 2014 - Present
Jacobs September 2011 - January 2014
Seth W. Miller Gabriel October 2010 - September 2011
National Council for Public-Private Partnerships February 2009 - October 2010
KPMG CORPORATE FINANCE LLC June 2006 - February 2009
THE GEORGE WASHINGTON UNIVERSITY'S CENTER May 2005 - June 2006
The George Washington University August 2004 - May 2006
THE NATIONAL OCEAN INDUSTRIES ASSOCIATION August 2002 - August 2004
Washington College July 2001 - August 2002
Skills
Public-Private..., Proposal Management, Proposal Writing, Membership Management, Membership Recruitment, Project Finance, Corporate Finance, Public/private..., Government, Non-profits, Public Administration, Management, Policy, Strategy, Public Policy, Public Speaking, Policy Analysis, Consulting, Legislation, Fundraising, Transportation, Coordination, Program Evaluation, Program Management, Governance, Nonprofits, Leadership, Analysis, Strategic Planning, Workshop Facilitation, Federal Government, Business Strategy, Energy, Local Government, Stakeholder Engagement, Finance, Private Sector, International..., Project Delivery, Economic Development, Public Sector, Capacity Building, Training, Business Development, Project Planning, International Relations, Project Management, Procurement, Infrastructure, Risk Management
Education
The George Washington University 2004 — 2006
Master of Public Administration, Public Private Partnership
Washington College 1997 — 2001
Bachelor of Art, Political Science
Douglas Hopek's KPMG Corporate Finance LLC Experience July 2010 - April 2015
Job Senior Vice President, Corporate Finance at City Securities Corporation
Industry Investment Banking
Experience
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
City Securities Corporation July 2015 - Present
Riverside Brookfield Educational Foundation September 2014 - Present
KPMG Corporate Finance LLC July 2010 - April 2015
Ronald McDonald House Charities of Chicagoland and Northwest Indiana March 2009 - May 2014
Alma College Chicago Advisory Committee 2008 - 2012
First Analysis Securities Corporation March 2000 - June 2009
RBC Capital Markets September 1999 - February 2000
Wells Fargo Securities, LLC September 1998 - August 1999
Raymond James Financial, Inc. July 1997 - August 1998
BB&T Capital Markets May 1993 - August 1995
Skills
Investment Banking, Corporate Finance, Financial Modeling, Due Diligence, Mergers & Acquisitions, Strategic Planning, Private Equity, Financial Analysis, Mergers, Fundraising, Valuation, Strategy, Venture Capital, Start-ups, Business Valuation
Education
University of Notre Dame 1995 — 1997
MBA, Finance & Tax
Alma College 1989 — 1993
BA, Finance, Political Science & Economics
Hursh Dalal's KPMG Corporate Finance LLC Experience July 2013 - June 2014
Job Investment Banking Analyst at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2014 - Present
KPMG Corporate Finance LLC July 2013 - June 2014
KPMG LLP September 2012 - June 2013
TTK Partners, LLC May 2011 - July 2011
KPMG LLP January 2011 - March 2011
Skills
Capital IQ, Microsoft Excel, Corporate Finance, Valuation, Data Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Financial Accounting, Investment Banking, Restructuring, Financial Analysis, Auditing, Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
B.S., Finance, Accountancy
Raymond James Financial Inc. June 2014 - Present
KPMG Corporate Finance LLC July 2013 - June 2014
KPMG LLP September 2012 - June 2013
TTK Partners, LLC May 2011 - July 2011
KPMG LLP January 2011 - March 2011
Skills
Capital IQ, Microsoft Excel, Corporate Finance, Valuation, Data Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Finance, Financial Accounting, Investment Banking, Restructuring, Financial Analysis, Auditing, Accounting
Education
University of Illinois at Urbana-Champaign 2008 — 2012
B.S., Finance, Accountancy
Esta Schubert's KPMG Corporate Finance LLC Experience November 1997 - December 2006
Job Contract Accountant at Synectics Inc.
Industry Financial Services
Experience
Synectics Inc. July 2014 - Present
Robert Half Finance & Accounting April 2014 - July 2014
Solomon Edwards Group LLC December 2013 - March 2014
PI&I Motor Express March 2012 - December 2013
Manpower, Inc August 2011 - March 2012
Robert Half International August 2010 - August 2011
Northern Trust Global Advisors, Inc April 2007 - October 2009
KPMG Corporate Finance LLC November 1997 - December 2006
Skills
General Ledger, P&L responsibility, Account Reconciliation, Payroll Administration, Cash Management, Journal Entries, Month End Close, Monthly Reporting, Benefits Administration, accounts p, accounts r, Payroll, Financial Statements, Financial Reporting, Accounts Payable, Invoicing, Bank Reconciliation, QuickBooks, Accruals, Financial Analysis, Accounting, Analysis, Management, P&L Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Business/Accounting
Purdue University Calumet
Bachelor of Science, Finance/Accounting
Lake Central High School
Synectics Inc. July 2014 - Present
Robert Half Finance & Accounting April 2014 - July 2014
Solomon Edwards Group LLC December 2013 - March 2014
PI&I Motor Express March 2012 - December 2013
Manpower, Inc August 2011 - March 2012
Robert Half International August 2010 - August 2011
Northern Trust Global Advisors, Inc April 2007 - October 2009
KPMG Corporate Finance LLC November 1997 - December 2006
Skills
General Ledger, P&L responsibility, Account Reconciliation, Payroll Administration, Cash Management, Journal Entries, Month End Close, Monthly Reporting, Benefits Administration, accounts p, accounts r, Payroll, Financial Statements, Financial Reporting, Accounts Payable, Invoicing, Bank Reconciliation, QuickBooks, Accruals, Financial Analysis, Accounting, Analysis, Management, P&L Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Business/Accounting
Purdue University Calumet
Bachelor of Science, Finance/Accounting
Lake Central High School
I. Blake Bracalenti's KPMG Corporate Finance LLC Experience December 2013 - July 2014
Job Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
KPMG Corporate Finance LLC December 2013 - July 2014
Deloitte January 2011 - December 2013
Manulife Financial July 2010 - November 2010
RBC July 2009 - September 2009
Canadian Forces July 2008 - October 2008
Education
Ivey Business School at Western University 2008 — 2010
RBC Capital Markets July 2014 - Present
KPMG Corporate Finance LLC December 2013 - July 2014
Deloitte January 2011 - December 2013
Manulife Financial July 2010 - November 2010
RBC July 2009 - September 2009
Canadian Forces July 2008 - October 2008
Education
Ivey Business School at Western University 2008 — 2010
Synuhe Uribe's KPMG Corporate Finance LLC Experience May 2014 - Present
Job Investment Banking Senior Associate at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC May 2014 - Present
The McLean Group February 2012 - May 2014
University of California January 2009 - May 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital IQ, Venture Capital, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Due Diligence, LBO, Business Valuation, M&A experience, Series 63, Series 79
Education
University of California, Berkeley
B.A., Economics
KPMG Corporate Finance LLC May 2014 - Present
The McLean Group February 2012 - May 2014
University of California January 2009 - May 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital IQ, Venture Capital, Corporate Finance, Private Equity, Financial Analysis, Investments, Mergers, Due Diligence, LBO, Business Valuation, M&A experience, Series 63, Series 79
Education
University of California, Berkeley
B.A., Economics
Richard Steingraber's KPMG Corporate Finance LLC Experience 2006 - 2010
Job Partner at American Working Capital, LLC
Industry Investment Banking
Experience
American Working Capital, LLC 2010 - Present
KPMG Corporate Finance LLC 2006 - 2010
Duff & Phelps 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
Interstate/Johnson Lane 1977 - 1999
Salomon Brothers 1976 - 1977
Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics
The Lovett School 1967 — 1972
American Working Capital, LLC 2010 - Present
KPMG Corporate Finance LLC 2006 - 2010
Duff & Phelps 2002 - 2006
Wachovia Securities Financial Network 1999 - 2002
Interstate/Johnson Lane 1977 - 1999
Salomon Brothers 1976 - 1977
Skills
M&A Negotiations, M&A execution, Private Equity, Public Equity Offerings, Recapitalizations, Strategic Business..., Fairness Opinions, ESOP, Capital Markets, Mergers & Acquisitions, Equity Capital Markets, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1972 — 1976
Bachelor of Science (BS), Economics
The Lovett School 1967 — 1972
Claudia Muro, M.A., LPCC's KPMG Corporate Finance LLC Experience June 2014 - May 2015
Job Bilingual Therapist at Community Reach Center
Industry Mental Health Care
Experience
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Sagar Janveja's KPMG Corporate Finance LLC Experience July 2012 - October 2014
Job Vice President at Aon Securities, Inc.
Industry Investment Banking
Experience
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
Aon Benfield July 2015 - Present
First Analysis Securities Corporation October 2014 - June 2015
KPMG Corporate Finance LLC July 2012 - October 2014
Scott-Macon, Ltd. June 2008 - May 2012
Banc of America Securities LLC June 2007 - June 2008
Jefferies & Company May 2006 - August 2006
Merrill Lynch & Co. June 2001 - July 2005
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Mergers, Investments, Valuation, Financial Modeling, Asset Management, Analysis, Finance, Strategy, Private Equity, Venture Capital, Private Placements, Corporate Finance, Equities, Debt
Education
Georgetown University - The McDonough School of Business 2005 — 2007
M.B.A
University of Michigan 1997 — 2001
B.A
Richard Kertis's KPMG Corporate Finance LLC Experience October 2014 - Present
Job Associate at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
EY September 2013 - October 2014
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Gilmour Academy 2005 — 2009
KPMG Corporate Finance LLC October 2014 - Present
EY September 2013 - October 2014
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Gilmour Academy 2005 — 2009
Jade Pong's KPMG Corporate Finance LLC Experience November 1999 - February 2002
Job Process & Risk Controls Analyst at First Hawaiian Bank
Industry Accounting
Experience
Weston Solutions, Inc. March 2009 - September 2014
Weston Solutions, Inc. June 2002 - February 2009
KPMG Corporate Finance LLC November 1999 - February 2002
Skills
Project Control, Cost Control, Earned Value Management, Project Estimation, Procurement, Subcontracting, Contract Management, Contract Negotiation, Construction Management, Subcontract Management, Proposal Writing, Project Planning, Primavera P6, Cost Engineering, Risk Assessment, Process Improvement, Strategic Planning, Documentation, Auditing, Cost Management, Invoicing, Accounts Receivable, Accounts Payable, CPM Scheduling, Analysis, Cost Point, Logistics, Compliance, Budget Setup, Financial Reporting, Change Orders, Market Research, DoD, RFP Generation, Government Procurement, Supply Chain Management, Due Diligence, Computer Installation, Purchase Orders, FAR, Vendor Relations
Education
University of Hawaii at Manoa 1995 — 1999
Bachelor of Science (B.S.), Business Degree in Travel Industry Management
Weston Solutions, Inc. March 2009 - September 2014
Weston Solutions, Inc. June 2002 - February 2009
KPMG Corporate Finance LLC November 1999 - February 2002
Skills
Project Control, Cost Control, Earned Value Management, Project Estimation, Procurement, Subcontracting, Contract Management, Contract Negotiation, Construction Management, Subcontract Management, Proposal Writing, Project Planning, Primavera P6, Cost Engineering, Risk Assessment, Process Improvement, Strategic Planning, Documentation, Auditing, Cost Management, Invoicing, Accounts Receivable, Accounts Payable, CPM Scheduling, Analysis, Cost Point, Logistics, Compliance, Budget Setup, Financial Reporting, Change Orders, Market Research, DoD, RFP Generation, Government Procurement, Supply Chain Management, Due Diligence, Computer Installation, Purchase Orders, FAR, Vendor Relations
Education
University of Hawaii at Manoa 1995 — 1999
Bachelor of Science (B.S.), Business Degree in Travel Industry Management
Jake Tanner's KPMG Corporate Finance LLC Experience July 2001 - September 2004
Job Attended UCLA Anderson School of Management
Industry Financial Services
Experience
BlackRock August 2007 - Present
KPMG Corporate Finance LLC July 2001 - September 2004
Skills
Big Data Analytics, R, Bayesian methods, Machine Learning, Financial Modeling, C++, Options Strategies, Statistical Arbitrage
Education
UCLA Anderson School of Management 2004 — 2007
Master of Business Administration (MBA), Finance, General
Michigan State University 1997 — 1999
Bachelor of Science (BS), Theoretical and Mathematical Physics
BlackRock August 2007 - Present
KPMG Corporate Finance LLC July 2001 - September 2004
Skills
Big Data Analytics, R, Bayesian methods, Machine Learning, Financial Modeling, C++, Options Strategies, Statistical Arbitrage
Education
UCLA Anderson School of Management 2004 — 2007
Master of Business Administration (MBA), Finance, General
Michigan State University 1997 — 1999
Bachelor of Science (BS), Theoretical and Mathematical Physics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY