McGladrey Capital Markets
Industry: Capital market company
DescriptionHeadquarters: Costa Mesa, CA Parent organization: H&R Block
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McGladrey Capital Markets Employees
Employee
Years
Job
Industry
Muizz Kheraj, CFA Muizz Kheraj, CFA's McGladrey Capital Markets Experience February 2007 - February 2012
Job Director Technology, Media and Telecom
Industry Investment Banking
Experience
FocalPoint Partners, LLC February 2012 - Present
XTOPOLY June 2011 - Present
McGladrey Capital Markets February 2007 - February 2012
Aga Khan Foundation USA March 2009 - March 2011
International Rectifier, Inc. October 2005 - February 2007
NXTV, Inc. September 2000 - September 2004
Peerless Systems Corporation 1999 - 2000
Skills
Mergers, Financial Modeling, Corporate Development, Strategic Planning, Restructuring, Capital Raising, Private Equity, Valuation, Corporate Finance, Venture Capital, Due Diligence, M&A experience, Financial Analysis, Start-ups, Strategy, Investment Banking, Business Strategy, Strategic Partnerships, Business Development, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Divestitures, Program Management, Executive Management, Leadership, Finance, Cross-functional Team..., Management, Investments, Analysis, Analytics, Budgets, Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
Executive MBA, Finance, Strategy, Marketing, etc.
California State University-Los Angeles 1994 — 1996
Masters Science, Electrical Engineering, Telecom / Computer Architecture
University of California, Los Angeles 1988 — 1993
Bachelors Science, Aerospace Engineering
FocalPoint Partners, LLC February 2012 - Present
XTOPOLY June 2011 - Present
McGladrey Capital Markets February 2007 - February 2012
Aga Khan Foundation USA March 2009 - March 2011
International Rectifier, Inc. October 2005 - February 2007
NXTV, Inc. September 2000 - September 2004
Peerless Systems Corporation 1999 - 2000
Skills
Mergers, Financial Modeling, Corporate Development, Strategic Planning, Restructuring, Capital Raising, Private Equity, Valuation, Corporate Finance, Venture Capital, Due Diligence, M&A experience, Financial Analysis, Start-ups, Strategy, Investment Banking, Business Strategy, Strategic Partnerships, Business Development, Business Valuation, Entrepreneurship, Mergers & Acquisitions, Divestitures, Program Management, Executive Management, Leadership, Finance, Cross-functional Team..., Management, Investments, Analysis, Analytics, Budgets, Equities
Education
University of Southern California - Marshall School of Business 2002 — 2004
Executive MBA, Finance, Strategy, Marketing, etc.
California State University-Los Angeles 1994 — 1996
Masters Science, Electrical Engineering, Telecom / Computer Architecture
University of California, Los Angeles 1988 — 1993
Bachelors Science, Aerospace Engineering
Lauren Kramer's McGladrey Capital Markets Experience 2006 - 2008
Job Graphic Designer at USI Insurance Services
Industry Graphic Design
Experience
USI Insurance Services August 2011 - Present
LEK Visual October 2010 - Present
KLR Communications, Inc. September 2009 - October 2011
Joven Orozco Design August 2009 - December 2009
John Wayne Airport February 2009 - June 2009
McGladrey Capital Markets 2006 - 2008
Loyola Marymount University Debate Department 2006 - 2008
d.e.n. Contemporary Art 2006 - 2007
Skills
Graphic Design, Graphics, Art, Adobe Creative Suite, Illustrator, InDesign, Brochures, Web Design, Photoshop, Creative Direction, Adobe Acrobat, Corporate Branding, Logo Design, Typography, Advertising, Brand Development, Social Media Marketing, Branding & Identity, Mac
Education
Loyola Marymount University 2004 — 2008
Bachelor of Arts, Communication Studies, Studio Arts
Saddleback College
Associate of Arts (A.A.), Graphic Design
USI Insurance Services August 2011 - Present
LEK Visual October 2010 - Present
KLR Communications, Inc. September 2009 - October 2011
Joven Orozco Design August 2009 - December 2009
John Wayne Airport February 2009 - June 2009
McGladrey Capital Markets 2006 - 2008
Loyola Marymount University Debate Department 2006 - 2008
d.e.n. Contemporary Art 2006 - 2007
Skills
Graphic Design, Graphics, Art, Adobe Creative Suite, Illustrator, InDesign, Brochures, Web Design, Photoshop, Creative Direction, Adobe Acrobat, Corporate Branding, Logo Design, Typography, Advertising, Brand Development, Social Media Marketing, Branding & Identity, Mac
Education
Loyola Marymount University 2004 — 2008
Bachelor of Arts, Communication Studies, Studio Arts
Saddleback College
Associate of Arts (A.A.), Graphic Design
Dora Szalontai Simon Dora Szalontai Simon's McGladrey Capital Markets Experience October 2005 - October 2009
Job at Bank of America
Industry Banking
Experience
Bank of America January 2013 - May 2015
Wombat Capital April 2010 - December 2012
BABC 2008 - 2010
ACG Los Angeles 2007 - 2010
ACG Orange County 2007 - 2010
McGladrey Capital Markets October 2005 - October 2009
McGladrey Capital Markets 2003 - 2009
McGladrey Capital Markets LLC (RSM EquiCo) February 2003 - October 2005
Corporate Finance Partners September 2000 - March 2002
Merrill Lynch July 2000 - August 2000
Skills
Mergers, Private Equity, Valuation, Investment Banking, Joint Ventures
Education
European Business School (BA), Germany 1997 — 2001
Bachelor of Arts, International Business and Economics
European Business School Oestrich-Winkel 1997 — 2001
MBA, Corporate Finance and Real Estate
Bank of America January 2013 - May 2015
Wombat Capital April 2010 - December 2012
BABC 2008 - 2010
ACG Los Angeles 2007 - 2010
ACG Orange County 2007 - 2010
McGladrey Capital Markets October 2005 - October 2009
McGladrey Capital Markets 2003 - 2009
McGladrey Capital Markets LLC (RSM EquiCo) February 2003 - October 2005
Corporate Finance Partners September 2000 - March 2002
Merrill Lynch July 2000 - August 2000
Skills
Mergers, Private Equity, Valuation, Investment Banking, Joint Ventures
Education
European Business School (BA), Germany 1997 — 2001
Bachelor of Arts, International Business and Economics
European Business School Oestrich-Winkel 1997 — 2001
MBA, Corporate Finance and Real Estate
Michael Del Pero Michael Del Pero's McGladrey Capital Markets Experience September 2004 - March 2010
Job Director at FocalPoint Partners, LLC
Industry Capital Markets
Experience
FocalPoint Partners, LLC 2010 - Present
McGladrey Capital Markets September 2004 - March 2010
Skills
Mergers, Investment Banking, Business Valuation, Private Equity, Recapitalizations, Valuation, Restructuring, Financial Modeling, Corporate Finance, Strategy, Equities, Finance, Mergers & Acquisitions, Entrepreneurship, Capital, Due Diligence, M&A experience, Venture Capital, Corporate Development
Education
University of California, Los Angeles 1996 — 2000
BA, Economics, Business, Sociology
SMHS
FocalPoint Partners, LLC 2010 - Present
McGladrey Capital Markets September 2004 - March 2010
Skills
Mergers, Investment Banking, Business Valuation, Private Equity, Recapitalizations, Valuation, Restructuring, Financial Modeling, Corporate Finance, Strategy, Equities, Finance, Mergers & Acquisitions, Entrepreneurship, Capital, Due Diligence, M&A experience, Venture Capital, Corporate Development
Education
University of California, Los Angeles 1996 — 2000
BA, Economics, Business, Sociology
SMHS
Matt Kappadakunnel, CFA Matt Kappadakunnel, CFA's McGladrey Capital Markets Experience October 2005 - June 2008
Job
Industry Investment Management
Experience
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Western Alliance Bancorporation - Corporate Finance August 2013 - Present
Fordham University August 2011 - September 2013
Silicon Valley Bank November 2012 - August 2013
Wells Fargo Securities June 2008 - August 2011
McGladrey Capital Markets October 2005 - June 2008
Post Advisory Group August 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Bloomberg, Equities, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Alternative Investments, Bloomberg Terminal, Business Valuation, Economics, Finance, Fixed Income, Mergers & Acquisitions, Portfolio Management
Education
Fordham University 2011 — 2013
MA
Creighton University 1999 — 2003
Bachelor of Science in Business Administration, Finance and Philosophy
St. Pius X
Angie Kobe Chan, MBA Angie Kobe Chan, MBA's McGladrey Capital Markets Experience 2004 - 2005
Job Innovative Business Manager & Strategic Planning Professional
Industry Financial Services
Experience
MarketSmith, Incorporated January 2006 - Present
O'Melveny & Myers LLP 2005 - 2006
McGladrey Capital Markets 2004 - 2005
William O'Neil + Co. Inc. 1997 - 2004
Skills
Organizational..., Management, Leadership Development, Business Development, Analysis, Financial Analysis, Equity Research, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Strategy, Strategic Planning, Corporate Finance, Leadership, Financial Modeling, Mergers, Business Strategy, Finance
Education
University of Southern California
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
MarketSmith, Incorporated January 2006 - Present
O'Melveny & Myers LLP 2005 - 2006
McGladrey Capital Markets 2004 - 2005
William O'Neil + Co. Inc. 1997 - 2004
Skills
Organizational..., Management, Leadership Development, Business Development, Analysis, Financial Analysis, Equity Research, Research, Data Analysis, Market Research, Microsoft Excel, Valuation, Strategy, Strategic Planning, Corporate Finance, Leadership, Financial Modeling, Mergers, Business Strategy, Finance
Education
University of Southern California
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
Devyani Gowda Devyani Gowda's McGladrey Capital Markets Experience July 2006 - October 2009
Job Associate at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase January 2010 - Present
McGladrey Capital Markets July 2006 - October 2009
Wizarth Advisors 2005 - 2006
Skills
Business Valuation, Analysis, Financial Modeling, Investment Banking, Industry Research, Valuation, Equity Research, Private Equity, Business Analysis, Equity Valuation, DCF, LBO, Financial Analysis, Finance
Education
IMDR, Pune 2003 — 2005
MBA, Finance
Shri Ram College of Commerce 2000 — 2003
B.Com(Hons.), Commerce
JP Morgan Chase January 2010 - Present
McGladrey Capital Markets July 2006 - October 2009
Wizarth Advisors 2005 - 2006
Skills
Business Valuation, Analysis, Financial Modeling, Investment Banking, Industry Research, Valuation, Equity Research, Private Equity, Business Analysis, Equity Valuation, DCF, LBO, Financial Analysis, Finance
Education
IMDR, Pune 2003 — 2005
MBA, Finance
Shri Ram College of Commerce 2000 — 2003
B.Com(Hons.), Commerce
Jennifer Wechsler's McGladrey Capital Markets Experience May 2001 - August 2006
Job Event/Wedding Production, Interior Design
Industry Design
Experience
Scott Corridan Design December 2014 - Present
Regency Real Estate Brokers April 2014 - July 2014
Mobile Compost Service August 2010 - June 2012
McGladrey Capital Markets May 2001 - August 2006
ValleyCrest Companies March 1998 - March 2001
Skills
Composting, Horticulture, Sustainability, Environmental, Zero Waste, Real Estate, Compost, Sustainable Development, Waste, Environmental Education, Sustainability..., Environmental Awareness, Waste Management, Recycling, Environmental Policy, Event Planning, Contract Negotiation, Management, New Business Development, Nonprofits, Project Management, Public Speaking, Research, Sales, Strategic Planning
Education
University of California, Davis 1994 — 1998
Bachelor of Science (B.S.), Environmental Horticulture
North Tahoe High School 1990 — 1994
Valedictorian
Scott Corridan Design December 2014 - Present
Regency Real Estate Brokers April 2014 - July 2014
Mobile Compost Service August 2010 - June 2012
McGladrey Capital Markets May 2001 - August 2006
ValleyCrest Companies March 1998 - March 2001
Skills
Composting, Horticulture, Sustainability, Environmental, Zero Waste, Real Estate, Compost, Sustainable Development, Waste, Environmental Education, Sustainability..., Environmental Awareness, Waste Management, Recycling, Environmental Policy, Event Planning, Contract Negotiation, Management, New Business Development, Nonprofits, Project Management, Public Speaking, Research, Sales, Strategic Planning
Education
University of California, Davis 1994 — 1998
Bachelor of Science (B.S.), Environmental Horticulture
North Tahoe High School 1990 — 1994
Valedictorian
Nishi Popat's McGladrey Capital Markets Experience October 2009 - February 2010
Job Master of Science in Nursing, Degree Candidate
Industry Hospital & Health Care
Experience
Mount Holyoke College January 2012 - August 2014
Econo Lodge Inn & Suites September 2006 - August 2014
Liquipel October 2012 - September 2013
St. Mary Medical Center September 2010 - October 2012
Amgen Bioprocessing Center September 2011 - May 2012
McGladrey Capital Markets October 2009 - February 2010
Kallmann, McKinnell & Wood Architects October 2008 - April 2009
Skills
Benefits Administration, Team Building, Organizational..., Human Resource..., Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Data Analysis, Social Media, Non-profits, Public Speaking, Strategic Planning, Event Management, Customer Service, Team Leadership, Budgets, Marketing Strategy, Teamwork, Business Strategy, Outlook, Negotiation, Human Resources, Time Management, Analysis, Marketing, Interviews, Nonprofits, Office Management, Training, Recruiting, Social Networking, Process Scheduler, Employee Benefits, Management, Fundraising
Education
Samuel Merritt University
Master of Science (M.S.), Nursing
University of Wisconsin-Milwaukee 2009 — 2011
Master of Science, Administrative Leadership; Adult and Continuing Education Leadership; Human Resource Development
Mount Holyoke College 2004 — 2008
BA, Dual Degree: Economics & Spanish
Keck Graduate Institute 2011 — 2012
Post-Baccalaureate Graduate Certificate, Life Sciences & Bioprocessing
Southern California University of Health Sciences 2010 — 2011
Advanced Undergraduate Certificate, Natural Sciences
American Red Cross of Greater Long Beach 2013 — 2013
Professional Course, Certified Nurse Assistant Training
Mount Holyoke College January 2012 - August 2014
Econo Lodge Inn & Suites September 2006 - August 2014
Liquipel October 2012 - September 2013
St. Mary Medical Center September 2010 - October 2012
Amgen Bioprocessing Center September 2011 - May 2012
McGladrey Capital Markets October 2009 - February 2010
Kallmann, McKinnell & Wood Architects October 2008 - April 2009
Skills
Benefits Administration, Team Building, Organizational..., Human Resource..., Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Event Planning, Leadership, Data Analysis, Social Media, Non-profits, Public Speaking, Strategic Planning, Event Management, Customer Service, Team Leadership, Budgets, Marketing Strategy, Teamwork, Business Strategy, Outlook, Negotiation, Human Resources, Time Management, Analysis, Marketing, Interviews, Nonprofits, Office Management, Training, Recruiting, Social Networking, Process Scheduler, Employee Benefits, Management, Fundraising
Education
Samuel Merritt University
Master of Science (M.S.), Nursing
University of Wisconsin-Milwaukee 2009 — 2011
Master of Science, Administrative Leadership; Adult and Continuing Education Leadership; Human Resource Development
Mount Holyoke College 2004 — 2008
BA, Dual Degree: Economics & Spanish
Keck Graduate Institute 2011 — 2012
Post-Baccalaureate Graduate Certificate, Life Sciences & Bioprocessing
Southern California University of Health Sciences 2010 — 2011
Advanced Undergraduate Certificate, Natural Sciences
American Red Cross of Greater Long Beach 2013 — 2013
Professional Course, Certified Nurse Assistant Training
David Lien David Lien's McGladrey Capital Markets Experience November 2007 - May 2010
Job Vice President Regional Consultant at Altegris Investments
Industry Investment Management
Experience
Altegris Investments December 2011 - Present
JPMorgan Chase & Co. January 2011 - December 2011
McGladrey Capital Markets November 2007 - May 2010
MetLife 2004 - 2006
Skills
Alternative Investments, Series 7, Investments, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Portfolio Management, Fixed Income, Bloomberg, Equities, Series 63, Salesforce.com, Private Equity
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Economics
Altegris Investments December 2011 - Present
JPMorgan Chase & Co. January 2011 - December 2011
McGladrey Capital Markets November 2007 - May 2010
MetLife 2004 - 2006
Skills
Alternative Investments, Series 7, Investments, Mutual Funds, Hedge Funds, Asset Allocation, Business Development, Portfolio Management, Fixed Income, Bloomberg, Equities, Series 63, Salesforce.com, Private Equity
Education
University of California, San Diego 1999 — 2003
Bachelor of Arts (BA), Economics
Johnny Sherwood Johnny Sherwood's McGladrey Capital Markets Experience December 2007 - May 2011
Job Vice President at Kinetic Advisors
Industry Financial Services
Experience
Kinetic Advisors July 2012 - Present
www.ciao-for-now.com May 2011 - April 2012
McGladrey Capital Markets December 2007 - May 2011
PwC August 2004 - October 2007
Education
University of Southern California 2000 — 2004
Bachelor of Science (B.S.), Accounting
Kinetic Advisors July 2012 - Present
www.ciao-for-now.com May 2011 - April 2012
McGladrey Capital Markets December 2007 - May 2011
PwC August 2004 - October 2007
Education
University of Southern California 2000 — 2004
Bachelor of Science (B.S.), Accounting
Monique Labarre Monique Labarre's McGladrey Capital Markets Experience June 2002 - June 2003
Job Experienced Attorney, Writer and Sailor
Industry Law Practice
Experience
Bingham McCutchen March 2006 - July 2007
Stradling Yocca Carlson & Rauth January 2005 - March 2006
Payne & Fears LLP August 2003 - January 2005
McGladrey Capital Markets June 2002 - June 2003
Deloitte Consulting November 1997 - July 1999
US Army June 1992 - June 1996
Skills
Commercial Litigation, Employment Law, Securities Litigation, Corporate Finance, Social Media Marketing, Non-profit Consulting, Consumer Products, Investment Banking, Public Speaking, Writing
Education
Stanford Law School 1999 — 2002
Doctor of Law (J.D.)
Claremont McKenna College 1995 — 1997
Bachelor of Arts (B.A.), Russian Language and Literature
Bingham McCutchen March 2006 - July 2007
Stradling Yocca Carlson & Rauth January 2005 - March 2006
Payne & Fears LLP August 2003 - January 2005
McGladrey Capital Markets June 2002 - June 2003
Deloitte Consulting November 1997 - July 1999
US Army June 1992 - June 1996
Skills
Commercial Litigation, Employment Law, Securities Litigation, Corporate Finance, Social Media Marketing, Non-profit Consulting, Consumer Products, Investment Banking, Public Speaking, Writing
Education
Stanford Law School 1999 — 2002
Doctor of Law (J.D.)
Claremont McKenna College 1995 — 1997
Bachelor of Arts (B.A.), Russian Language and Literature
Melissa Poole-Schild's McGladrey Capital Markets Experience January 2003 - February 2005
Job Assistant Vice President
Industry Real Estate
Experience
Claremont McKenna College February 2015 - Present
University of Southern California November 2013 - Present
University of Southern California March 2010 - Present
IDS Real Estate Group February 2005 - February 2010
McGladrey Capital Markets January 2003 - February 2005
Deloitte 2001 - 2002
Skills
Real Estate Development, Leasing, Financial Analysis, Project Entitlements, Project Management, Real Estate Acquisitions, Real Property, Property Management, Corporate Real Estate, Facilities Management, Investment Properties, Manage Client..., Microsoft Word, PowerPoint, Sales, Acquisitions, Leases, Microsoft Office, Management, Negotiation, Entitlements, Microsoft Excel, Customer Service, Real Estate
Education
University of Southern California 2012 — 2014
Master's degree, Real Estate Development
Claremont McKenna College 1997 — 2001
Bachelor's degree, Economics
CHS
Claremont McKenna College February 2015 - Present
University of Southern California November 2013 - Present
University of Southern California March 2010 - Present
IDS Real Estate Group February 2005 - February 2010
McGladrey Capital Markets January 2003 - February 2005
Deloitte 2001 - 2002
Skills
Real Estate Development, Leasing, Financial Analysis, Project Entitlements, Project Management, Real Estate Acquisitions, Real Property, Property Management, Corporate Real Estate, Facilities Management, Investment Properties, Manage Client..., Microsoft Word, PowerPoint, Sales, Acquisitions, Leases, Microsoft Office, Management, Negotiation, Entitlements, Microsoft Excel, Customer Service, Real Estate
Education
University of Southern California 2012 — 2014
Master's degree, Real Estate Development
Claremont McKenna College 1997 — 2001
Bachelor's degree, Economics
CHS
Jason Gaede Jason Gaede's McGladrey Capital Markets Experience 2003 - April 2005
Job Family Office Investor
Industry Financial Services
Experience
Cherry Creek Family Offices January 2011 - Present
EchoStar Technologies August 2009 - January 2011
Linx Partners May 2008 - August 2008
Averil Capital Markets, Inc April 2005 - May 2007
McGladrey Capital Markets 2003 - April 2005
FlyLine Partners 2001 - 2002
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business Administration
Texas Christian University 1998 — 2002
Bachelor, Business Administration; Finance and Accounting
Cherry Creek Family Offices January 2011 - Present
EchoStar Technologies August 2009 - January 2011
Linx Partners May 2008 - August 2008
Averil Capital Markets, Inc April 2005 - May 2007
McGladrey Capital Markets 2003 - April 2005
FlyLine Partners 2001 - 2002
Education
University of Virginia Darden School of Business 2007 — 2009
MBA, Business Administration
Texas Christian University 1998 — 2002
Bachelor, Business Administration; Finance and Accounting
Jason McGaugh Jason McGaugh's McGladrey Capital Markets Experience July 2007 - August 2011
Job Manager Financial Planning & Analysis at First Solar
Industry Renewables & Environment
Experience
First Solar March 2015 - Present
First Solar August 2011 - February 2015
McGladrey Capital Markets July 2007 - August 2011
McGladrey Capital Markets January 2005 - July 2007
ING Funds Distributors September 2002 - December 2004
US Bancorp Piper Jaffray February 2001 - September 2002
OLDE/H&R Block Financial 1996 - 2001
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Leadership, Forecasting, Portfolio Management, Strategy, Capital Markets, Investments, Analysis, Investment Banking, Accounting, Equities, Analytics, Banking, Economics, Due Diligence, Derivatives, Executive Management, Cash Flow, Private Equity, Financial Planning, Strategic Planning, Management
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Finance
Findlay High School
First Solar March 2015 - Present
First Solar August 2011 - February 2015
McGladrey Capital Markets July 2007 - August 2011
McGladrey Capital Markets January 2005 - July 2007
ING Funds Distributors September 2002 - December 2004
US Bancorp Piper Jaffray February 2001 - September 2002
OLDE/H&R Block Financial 1996 - 2001
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Leadership, Forecasting, Portfolio Management, Strategy, Capital Markets, Investments, Analysis, Investment Banking, Accounting, Equities, Analytics, Banking, Economics, Due Diligence, Derivatives, Executive Management, Cash Flow, Private Equity, Financial Planning, Strategic Planning, Management
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Finance
Findlay High School
Peggy Thurmond Peggy Thurmond's McGladrey Capital Markets Experience 2003 - 2010
Job President Thurmond Consulting
Industry Management Consulting
Experience
Thurmond Consulting 2010 - Present
Fitz Aerospace, Inc. January 2012 - January 2014
McGladrey Capital Markets 2003 - 2010
myCFO January 2001 - December 2002
Kinko's 1998 - 2001
Deloitte 1995 - 1998
Associated Travel International 1993 - 1995
American Airlines 1992 - 1993
American Airlines 1990 - 1992
American Airlines 1989 - 1990
Education
Pepperdine University 2006 — 2009
Ed.D., Organizational Leadership
The University of Texas at Arlington 1977 — 1978
Master of Professional Accounting, Accounting and Business
The University of Texas at Arlington 1972 — 1977
BBA Accounting, Accounting
Thurmond Consulting 2010 - Present
Fitz Aerospace, Inc. January 2012 - January 2014
McGladrey Capital Markets 2003 - 2010
myCFO January 2001 - December 2002
Kinko's 1998 - 2001
Deloitte 1995 - 1998
Associated Travel International 1993 - 1995
American Airlines 1992 - 1993
American Airlines 1990 - 1992
American Airlines 1989 - 1990
Education
Pepperdine University 2006 — 2009
Ed.D., Organizational Leadership
The University of Texas at Arlington 1977 — 1978
Master of Professional Accounting, Accounting and Business
The University of Texas at Arlington 1972 — 1977
BBA Accounting, Accounting
J.P. Voisinet, CFA J.P. Voisinet, CFA's McGladrey Capital Markets Experience March 2007 - February 2010
Job Manager, Corporate Development at Experian
Industry Venture Capital & Private Equity
Experience
Experian April 2014 - Present
Experian Consumer Services June 2012 - April 2014
Sheridan Capital Advisory April 2011 - September 2011
McGladrey Capital Markets March 2007 - February 2010
Ayco - A Goldman Sachs Company June 2005 - February 2007
Skills
Financial Modeling, Valuation, Customer Relations, Financial Analysis, Private Equity, Corporate Finance, LBO, Business Valuation, Mergers, Investment Banking, Financial Planning, Corporate Development, Mergers & Acquisitions, Management, Finance, Strategic Financial..., Customer Service, Portfolio Management, Investments, Start-ups, Executive Management, Analysis, DCF
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Private Equity
CFA Charterholder
Chartered Financial Analyst
Loyola Marymount University, College of Business Administration 2002 — 2005
BBA, Finance & Marketing
University of Kansas 2001 — 2001
Mater Dei High School 1997 — 2001
Experian April 2014 - Present
Experian Consumer Services June 2012 - April 2014
Sheridan Capital Advisory April 2011 - September 2011
McGladrey Capital Markets March 2007 - February 2010
Ayco - A Goldman Sachs Company June 2005 - February 2007
Skills
Financial Modeling, Valuation, Customer Relations, Financial Analysis, Private Equity, Corporate Finance, LBO, Business Valuation, Mergers, Investment Banking, Financial Planning, Corporate Development, Mergers & Acquisitions, Management, Finance, Strategic Financial..., Customer Service, Portfolio Management, Investments, Start-ups, Executive Management, Analysis, DCF
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Private Equity
CFA Charterholder
Chartered Financial Analyst
Loyola Marymount University, College of Business Administration 2002 — 2005
BBA, Finance & Marketing
University of Kansas 2001 — 2001
Mater Dei High School 1997 — 2001
Randy Krauthamer Randy Krauthamer's McGladrey Capital Markets Experience December 2002 - April 2007
Job Aerospace, Defense & Industrial M&A Specialist
Industry Investment Banking
Experience
Duff & Phelps March 2011 - Present
MRCworldwide / Waveland Capital April 2007 - March 2011
McGladrey Capital Markets December 2002 - April 2007
Citigroup Global Corporate Investment Bank January 1993 - December 2002
Skills
Aerospace & Defense, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Mergers, Investment Banking, Restructuring, Private Placements, Private Equity, Business Valuation, Strategy, Financial Modeling, Equities, Emerging Markets, Fairness Opinions, M&A experience, Portfolio Management, Venture Capital, Corporate Development, LBO, Divestitures, Leveraged Finance, Capital, Equity Valuation, Sell Side, Acquisitions, Financial Advisory, Capital Markets, Recapitalizations, Capital Raising, Alternative Investments, Structured Finance, Mezzanine, Capital Structure, Hedge Funds, Financial Analysis, Finance, Investments, IPO, Financial Structuring, Buyouts, Debt Restructuring, Middle Market, Deal Sourcing
Education
San Diego State University-California State University 1986 — 1989
BS
Duff & Phelps March 2011 - Present
MRCworldwide / Waveland Capital April 2007 - March 2011
McGladrey Capital Markets December 2002 - April 2007
Citigroup Global Corporate Investment Bank January 1993 - December 2002
Skills
Aerospace & Defense, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Mergers, Investment Banking, Restructuring, Private Placements, Private Equity, Business Valuation, Strategy, Financial Modeling, Equities, Emerging Markets, Fairness Opinions, M&A experience, Portfolio Management, Venture Capital, Corporate Development, LBO, Divestitures, Leveraged Finance, Capital, Equity Valuation, Sell Side, Acquisitions, Financial Advisory, Capital Markets, Recapitalizations, Capital Raising, Alternative Investments, Structured Finance, Mezzanine, Capital Structure, Hedge Funds, Financial Analysis, Finance, Investments, IPO, Financial Structuring, Buyouts, Debt Restructuring, Middle Market, Deal Sourcing
Education
San Diego State University-California State University 1986 — 1989
BS
Vivek Shriram Vivek Shriram's McGladrey Capital Markets Experience 2003 - 2005
Job Director/Senior Manager
Industry Management Consulting
Experience
KPMG LLP July 2006 - Present
Alvarez & Marsal August 2013 - September 2014
Deloitte 2005 - 2006
McGladrey Capital Markets 2003 - 2005
Canaccord Capital 2002 - 2002
Bose Corporation 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Intangible Assets, Corporate Finance, Strategy, M&A Modeling, Due Diligence, Corporate Development, Business Development, Investment Banking, M&A experience, Business Analysis, Mergers, Mergers & Acquisitions, Restructuring, Finance, Analysis, Equity Research
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Finance and International Business Management
Bharathidasan University 1995 — 1999
Bachelors in Engineering, Electronics and Communications
Delhi Public School - R. K. Puram
KPMG LLP July 2006 - Present
Alvarez & Marsal August 2013 - September 2014
Deloitte 2005 - 2006
McGladrey Capital Markets 2003 - 2005
Canaccord Capital 2002 - 2002
Bose Corporation 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Intangible Assets, Corporate Finance, Strategy, M&A Modeling, Due Diligence, Corporate Development, Business Development, Investment Banking, M&A experience, Business Analysis, Mergers, Mergers & Acquisitions, Restructuring, Finance, Analysis, Equity Research
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Finance and International Business Management
Bharathidasan University 1995 — 1999
Bachelors in Engineering, Electronics and Communications
Delhi Public School - R. K. Puram
Chuck DelGrande Chuck DelGrande's McGladrey Capital Markets Experience December 2010 - February 2012
Job
Industry Investment Banking
Experience
SMITH February 2013 - Present
C.W. Downer & Co. March 2012 - Present
Zula International March 2013 - August 2014
McGladrey Capital Markets December 2010 - February 2012
America's Foundation for Chess January 2008 - January 2012
Geary Interactive March 2008 - December 2011
Presidio Merchant Partners, LLC July 2003 - November 2010
Dipiti, Inc January 2008 - November 2008
Dimension Data 2001 - 2003
Proxicom 1997 - 2003
Skills
Leadership, Mergers, Executive Management, Start-ups, Business Strategy, Strategic Partnerships, Strategic Planning, Entrepreneurship, Management Consulting, Program Management, Strategy, Marketing Strategy, Business Development, New Business Development, Analytics, Sales, Mergers & Acquisitions, Due Diligence, Digital Strategy, Investments, Finance, Financial Analysis, Private Equity, Real Estate, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Business Planning, Market Research, Online Advertising, Management, Market Analysis, Product Development, Financial Services, Valuation, Business Valuation, M&A experience, Private Placements, Divestitures, Competitive Analysis, Restructuring, Joint Ventures, E-commerce, Strategic Consulting, Acquisitions, Corporate Development, Leveraged Finance, Investor Relations, Acquisition Integration
Education
Northwestern University 1988 — 1990
MBA
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
University of Notre Dame - Mendoza College of Business 1975 — 1979
BBA, Marketing
The Berkshire School 1971 — 1975
High School
SMITH February 2013 - Present
C.W. Downer & Co. March 2012 - Present
Zula International March 2013 - August 2014
McGladrey Capital Markets December 2010 - February 2012
America's Foundation for Chess January 2008 - January 2012
Geary Interactive March 2008 - December 2011
Presidio Merchant Partners, LLC July 2003 - November 2010
Dipiti, Inc January 2008 - November 2008
Dimension Data 2001 - 2003
Proxicom 1997 - 2003
Skills
Leadership, Mergers, Executive Management, Start-ups, Business Strategy, Strategic Partnerships, Strategic Planning, Entrepreneurship, Management Consulting, Program Management, Strategy, Marketing Strategy, Business Development, New Business Development, Analytics, Sales, Mergers & Acquisitions, Due Diligence, Digital Strategy, Investments, Finance, Financial Analysis, Private Equity, Real Estate, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Business Planning, Market Research, Online Advertising, Management, Market Analysis, Product Development, Financial Services, Valuation, Business Valuation, M&A experience, Private Placements, Divestitures, Competitive Analysis, Restructuring, Joint Ventures, E-commerce, Strategic Consulting, Acquisitions, Corporate Development, Leveraged Finance, Investor Relations, Acquisition Integration
Education
Northwestern University 1988 — 1990
MBA
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
University of Notre Dame - Mendoza College of Business 1975 — 1979
BBA, Marketing
The Berkshire School 1971 — 1975
High School
Tab Ratan's McGladrey Capital Markets Experience June 2000 - October 2002
Job Senior Manager, Demand Planning / Operations at Beachbody
Industry Food & Beverages
Experience
Beachbody May 2014 - Present
Nestle USA August 2006 - May 2014
20th Century Fox Home Entertainment October 2002 - August 2006
McGladrey Capital Markets June 2000 - October 2002
Skills
Demand Forecasting, Forecasting, Consumer Products, Demand Planning, Sales Plan, Supply Chain..., FMCG, Supply Chain, Supply Chain Management, Production Planning, Cross-functional Team..., Sales Operations, Inventory Management, Income Statement, Operations Management, Analytics, Process Improvement, Market Analysis, Logistics, Data Analysis, Pricing, SAP APO, SAP, Analysis, Project Planning, Business Intelligence, Product Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Operations and Supply Chain Management
University of California, Los Angeles
BA & BS, Business Economics & Applied Mathematics
Beachbody May 2014 - Present
Nestle USA August 2006 - May 2014
20th Century Fox Home Entertainment October 2002 - August 2006
McGladrey Capital Markets June 2000 - October 2002
Skills
Demand Forecasting, Forecasting, Consumer Products, Demand Planning, Sales Plan, Supply Chain..., FMCG, Supply Chain, Supply Chain Management, Production Planning, Cross-functional Team..., Sales Operations, Inventory Management, Income Statement, Operations Management, Analytics, Process Improvement, Market Analysis, Logistics, Data Analysis, Pricing, SAP APO, SAP, Analysis, Project Planning, Business Intelligence, Product Development
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Operations and Supply Chain Management
University of California, Los Angeles
BA & BS, Business Economics & Applied Mathematics
D. Kai Chen D. Kai Chen's McGladrey Capital Markets Experience October 2010 - February 2012
Job Owner of All Day Vapes
Industry Wholesale
Experience
All Day Vapes August 2013 - Present
Ultra Pro Corporation April 2013 - Present
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2010 - February 2012
McGladrey Capital Markets June 2010 - October 2010
University of California at San Diego September 2008 - June 2010
Poly Plant Project June 2009 - September 2009
Integrated Logistics Solutions August 2005 - May 2008
Integrated Logistics Solutions February 2004 - August 2005
Skills
Corporate Finance, Financial Modeling, Program Management, Stata, Economics, Financial Analysis, Supply Chain Management, Operations Management, Sales, Microsoft Excel, Tableau, Business Development, Business Planning, Business Strategy, Purchasing, Forecasting, Walmart, Retail Link, Leadership, Management, Investments, Marketing, Finance
Education
University of California, San Diego 2008 — 2010
Masters in Pacific and International Affairs, International Management
Dartmouth College 1996 — 1999
Economics
University of North Carolina North Carolina
B.S, Economics
All Day Vapes August 2013 - Present
Ultra Pro Corporation April 2013 - Present
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2010 - February 2012
McGladrey Capital Markets June 2010 - October 2010
University of California at San Diego September 2008 - June 2010
Poly Plant Project June 2009 - September 2009
Integrated Logistics Solutions August 2005 - May 2008
Integrated Logistics Solutions February 2004 - August 2005
Skills
Corporate Finance, Financial Modeling, Program Management, Stata, Economics, Financial Analysis, Supply Chain Management, Operations Management, Sales, Microsoft Excel, Tableau, Business Development, Business Planning, Business Strategy, Purchasing, Forecasting, Walmart, Retail Link, Leadership, Management, Investments, Marketing, Finance
Education
University of California, San Diego 2008 — 2010
Masters in Pacific and International Affairs, International Management
Dartmouth College 1996 — 1999
Economics
University of North Carolina North Carolina
B.S, Economics
Nicolas Lopez, CFA's McGladrey Capital Markets Experience January 2006 - June 2006
Job Senior Associate at HCAP Partners
Industry Venture Capital & Private Equity
Experience
HCAP Partners (formerly Huntington Capital) June 2013 - Present
Best Buy January 2010 - May 2013
University of Southern California August 2009 - December 2009
FMV Opinions, Inc. August 2006 - January 2009
McGladrey Capital Markets January 2006 - June 2006
Aegis Asset Management September 2000 - December 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Finance
San Diego State University-California State University 1995 — 2000
Bachelors, Finance
HCAP Partners (formerly Huntington Capital) June 2013 - Present
Best Buy January 2010 - May 2013
University of Southern California August 2009 - December 2009
FMV Opinions, Inc. August 2006 - January 2009
McGladrey Capital Markets January 2006 - June 2006
Aegis Asset Management September 2000 - December 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Finance
San Diego State University-California State University 1995 — 2000
Bachelors, Finance
Tim Buchanan Tim Buchanan's McGladrey Capital Markets Experience February 2007 - July 2010
Job Accounting Manager at Esterline Control & Communication Systems Palomar Products
Industry Aviation & Aerospace
Experience
Esterline Control & Communication Systems - Palomar Products January 2015 - Present
First Financial Corporate Services December 2010 - September 2014
McGladrey Capital Markets February 2007 - July 2010
EMCOR Facilities Services December 2005 - February 2007
Ametek Aerospace Gulton-Statham Products Division November 1988 - December 2005
Consumerinfo.com November 1999 - July 2000
Household Bank 1988 - 1989
Mercury Savings and Loan 1985 - 1987
Skills
Accounting, Budgets, Accounts Receivable, General Ledger, Forecasting, Account Reconciliation, Process Improvement, Payroll, Financial Analysis, Financial Statements, Financial Reporting, Accounts Payable, Finance, Variance Analysis, Corporate Finance, Sarbanes-Oxley Act, GAAP, Internal Controls, US GAAP, Cost Accounting, Cash Flow, Financial Accounting, Cash Management, Revenue Recognition
Education
California State University-Fullerton
BA, Accounting, Finance
Esterline Control & Communication Systems - Palomar Products January 2015 - Present
First Financial Corporate Services December 2010 - September 2014
McGladrey Capital Markets February 2007 - July 2010
EMCOR Facilities Services December 2005 - February 2007
Ametek Aerospace Gulton-Statham Products Division November 1988 - December 2005
Consumerinfo.com November 1999 - July 2000
Household Bank 1988 - 1989
Mercury Savings and Loan 1985 - 1987
Skills
Accounting, Budgets, Accounts Receivable, General Ledger, Forecasting, Account Reconciliation, Process Improvement, Payroll, Financial Analysis, Financial Statements, Financial Reporting, Accounts Payable, Finance, Variance Analysis, Corporate Finance, Sarbanes-Oxley Act, GAAP, Internal Controls, US GAAP, Cost Accounting, Cash Flow, Financial Accounting, Cash Management, Revenue Recognition
Education
California State University-Fullerton
BA, Accounting, Finance
Robert Phillips's McGladrey Capital Markets Experience December 2003 - January 2006
Job Managing Director at Bardi Co. LLC
Industry Investment Banking
Experience
Bardi Co. LLC April 2013 - Present
Sony Pictures Entertainment February 2008 - March 2013
20th Century Fox February 2006 - February 2008
McGladrey Capital Markets December 2003 - January 2006
Consolidated Risk Advisors October 2002 - October 2003
Friedman Billings Ramsey June 2001 - October 2002
Merrill Lynch & Co April 1997 - June 2000
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Forecasting, Market Research, Due Diligence, Management, Risk Management, Finance, Restructuring, Mergers & Acquisitions, Sales, Negotiation, Strategy, Corporate Finance, Analysis, Market Analysis, Competitive Analysis, Analytics, Accounting, Corporate Development, Start-ups, Executive Management
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Finance
University of Hawaii John A. Burns School of Medicine 1995 — 1996
MS, Genetics and Molecular Biology
University of Hawaii at Manoa 1992 — 1995
BS, Biology
Bardi Co. LLC April 2013 - Present
Sony Pictures Entertainment February 2008 - March 2013
20th Century Fox February 2006 - February 2008
McGladrey Capital Markets December 2003 - January 2006
Consolidated Risk Advisors October 2002 - October 2003
Friedman Billings Ramsey June 2001 - October 2002
Merrill Lynch & Co April 1997 - June 2000
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Forecasting, Market Research, Due Diligence, Management, Risk Management, Finance, Restructuring, Mergers & Acquisitions, Sales, Negotiation, Strategy, Corporate Finance, Analysis, Market Analysis, Competitive Analysis, Analytics, Accounting, Corporate Development, Start-ups, Executive Management
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Finance
University of Hawaii John A. Burns School of Medicine 1995 — 1996
MS, Genetics and Molecular Biology
University of Hawaii at Manoa 1992 — 1995
BS, Biology
Linxi Chang Linxi Chang's McGladrey Capital Markets Experience June 2011 - August 2011
Job Investment Analyst at Equity International
Industry Venture Capital & Private Equity
Experience
Equity International March 2015 - Present
Temasek Holdings July 2013 - March 2015
Attadale Partners January 2013 - April 2013
Origami Capital December 2012 - March 2013
University of Chicago Booth School of Business October 2012 - March 2013
Credit Suisse June 2012 - August 2012
McGladrey Capital Markets June 2011 - August 2011
PricewaterhouseCoopers February 2009 - July 2009
Skills
Economics, Microsoft Excel, Financial Modeling, Data Analysis, PowerPoint, Research, Valuation, Mandarin, Fluent in Cantonese, Emerging Markets, Real Estate, Argus Modeling, Word, Corporate Finance, Investments, Financial Analysis, Investment Banking, ArcGIS
Education
The University of Chicago 2009 — 2013
Bachelor of Arts (B.A.)
Raffles Junior College 2006 — 2008
High School
Equity International March 2015 - Present
Temasek Holdings July 2013 - March 2015
Attadale Partners January 2013 - April 2013
Origami Capital December 2012 - March 2013
University of Chicago Booth School of Business October 2012 - March 2013
Credit Suisse June 2012 - August 2012
McGladrey Capital Markets June 2011 - August 2011
PricewaterhouseCoopers February 2009 - July 2009
Skills
Economics, Microsoft Excel, Financial Modeling, Data Analysis, PowerPoint, Research, Valuation, Mandarin, Fluent in Cantonese, Emerging Markets, Real Estate, Argus Modeling, Word, Corporate Finance, Investments, Financial Analysis, Investment Banking, ArcGIS
Education
The University of Chicago 2009 — 2013
Bachelor of Arts (B.A.)
Raffles Junior College 2006 — 2008
High School
David Feldman's McGladrey Capital Markets Experience 2001 - 2003
Job Executive Vice President, Acquisitions and Construction Management at Progress Residential LP
Industry Commercial Real Estate
Experience
Progress Residential LP December 2014 - Present
Progress Residential LP September 2014 - Present
Haven Realty Capital June 2012 - September 2014
Marcus & Millichap September 2009 - June 2012
Marcus & Millichap September 2008 - August 2009
Marcus & Millichap April 2003 - September 2008
McGladrey Capital Markets 2001 - 2003
Fitch Ratings May 2000 - September 2000
Skills
Executive Management, Asset Managment, Acquisitions, Single Family Real..., Investment Properties, Portfolio Management, Public Speaking, Leadership Development, Recruitment/Retention, Real Estate Finance, Brokerage, Real Estate Transactions, Investment Banking, Structured Finance, Business Development, Contract Negotiation, Real Estate Financing, Commercial Real Estate, Joint Ventures, Real Estate Private..., Mergers & Acquisitions, Cash Flow, Capital Markets, Commercial Real Estate..., Real Estate Asset..., Acquisition Analysis, Leases, Market Analysis, Asset Disposition, Strategic Planning, Financial Modeling, Project Execution, Executive Reporting, Cash Flow Management, Profit & Loss Management, Business Strategy, Consultative Selling, Executive Coaching, Major Account Sales, Expert Negotiator, Sales Management, Business Process Design, Training & Development, Deployment Planning, Conflict Resolution, Income Properties, Due Diligence, Financial Projections, Argus, MS Excel
Education
University of Southern California 1997 — 2001
Bachelor of Science, Lloyd Greif Center for Entrepreneurial Studies, Marshall School of Business
Progress Residential LP December 2014 - Present
Progress Residential LP September 2014 - Present
Haven Realty Capital June 2012 - September 2014
Marcus & Millichap September 2009 - June 2012
Marcus & Millichap September 2008 - August 2009
Marcus & Millichap April 2003 - September 2008
McGladrey Capital Markets 2001 - 2003
Fitch Ratings May 2000 - September 2000
Skills
Executive Management, Asset Managment, Acquisitions, Single Family Real..., Investment Properties, Portfolio Management, Public Speaking, Leadership Development, Recruitment/Retention, Real Estate Finance, Brokerage, Real Estate Transactions, Investment Banking, Structured Finance, Business Development, Contract Negotiation, Real Estate Financing, Commercial Real Estate, Joint Ventures, Real Estate Private..., Mergers & Acquisitions, Cash Flow, Capital Markets, Commercial Real Estate..., Real Estate Asset..., Acquisition Analysis, Leases, Market Analysis, Asset Disposition, Strategic Planning, Financial Modeling, Project Execution, Executive Reporting, Cash Flow Management, Profit & Loss Management, Business Strategy, Consultative Selling, Executive Coaching, Major Account Sales, Expert Negotiator, Sales Management, Business Process Design, Training & Development, Deployment Planning, Conflict Resolution, Income Properties, Due Diligence, Financial Projections, Argus, MS Excel
Education
University of Southern California 1997 — 2001
Bachelor of Science, Lloyd Greif Center for Entrepreneurial Studies, Marshall School of Business
Rob McCarty's McGladrey Capital Markets Experience May 2011 - August 2011
Job CoFounder at PopShorts.com
Industry Marketing and Advertising
Experience
PopShorts August 2013 - Present
DormStormer January 2013 - January 2014
Campus Chariots Inc. August 2011 - January 2014
McGladrey Capital Markets May 2011 - August 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Marketing, Entrepreneurship, Marketing Strategy, Business Development, Public Speaking, Financial Analysis, Microsoft Excel, Blogging, Business Planning, Mergers & Acquisitions, Financial Modeling, PowerPoint, Business Strategy, Customer Service, Microsoft Word, Investment Banking, Valuation, Excel, Word, Mergers, Cold Calling, Customer Relations, Problem Solving, Google Adwords, Advertising, Online Advertising, Social Influence
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor's Degree, Business Administration (B.S.) concentration in Entrepreneurship, Mathematical Finance Minor
University of Southern California
PopShorts August 2013 - Present
DormStormer January 2013 - January 2014
Campus Chariots Inc. August 2011 - January 2014
McGladrey Capital Markets May 2011 - August 2011
Harvey & Company LLC May 2010 - August 2010
Skills
Marketing, Entrepreneurship, Marketing Strategy, Business Development, Public Speaking, Financial Analysis, Microsoft Excel, Blogging, Business Planning, Mergers & Acquisitions, Financial Modeling, PowerPoint, Business Strategy, Customer Service, Microsoft Word, Investment Banking, Valuation, Excel, Word, Mergers, Cold Calling, Customer Relations, Problem Solving, Google Adwords, Advertising, Online Advertising, Social Influence
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor's Degree, Business Administration (B.S.) concentration in Entrepreneurship, Mathematical Finance Minor
University of Southern California
Eric W. Smith's McGladrey Capital Markets Experience May 2008 - August 2008
Job Technology Finance Executive
Industry Venture Capital & Private Equity
Experience
One Click Ventures August 2015 - Present
One Click Ventures July 2013 - August 2015
One Click Ventures January 2013 - July 2013
One Click Ventures July 2011 - January 2013
Sagamore Institute February 2011 - July 2011
Avant-garde Consulting, LLC September 2010 - July 2011
Citigroup October 2009 - February 2011
McGladrey Capital Markets May 2008 - August 2008
Burke America December 2007 - January 2008
Cummins June 2003 - July 2007
Skills
Financial Modeling, Six Sigma, Private Equity, Entrepreneurship, Cross-functional Team..., Business Intelligence, Customer Experience, Product Management, Conversion Testing, Series 7, Internal & External..., Series 63, EIT, MBA Finance, Engineering, Deal Making, Strategic Leadership, Thought Leadership, Team Leadership, Investment Banking, Closing Deals, Deal Sourcing, Deal Execution, Mechanical Engineering, Field Service..., Alternative Energy, E-commerce Consulting, Start-ups, Project Management, Portfolio Management, SEM, Acquisitions, Capital Markets, Analytics, Equities, Valuation, Venture Capital, Consulting, Executive Management, Corporate Development, Competitive Analysis, Business Development, Due Diligence, Energy, Strategy, E-commerce, Mergers & Acquisitions, Finance, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Purdue University 1998 — 2003
Bachelor of Science, Mechanical Engineering
One Click Ventures August 2015 - Present
One Click Ventures July 2013 - August 2015
One Click Ventures January 2013 - July 2013
One Click Ventures July 2011 - January 2013
Sagamore Institute February 2011 - July 2011
Avant-garde Consulting, LLC September 2010 - July 2011
Citigroup October 2009 - February 2011
McGladrey Capital Markets May 2008 - August 2008
Burke America December 2007 - January 2008
Cummins June 2003 - July 2007
Skills
Financial Modeling, Six Sigma, Private Equity, Entrepreneurship, Cross-functional Team..., Business Intelligence, Customer Experience, Product Management, Conversion Testing, Series 7, Internal & External..., Series 63, EIT, MBA Finance, Engineering, Deal Making, Strategic Leadership, Thought Leadership, Team Leadership, Investment Banking, Closing Deals, Deal Sourcing, Deal Execution, Mechanical Engineering, Field Service..., Alternative Energy, E-commerce Consulting, Start-ups, Project Management, Portfolio Management, SEM, Acquisitions, Capital Markets, Analytics, Equities, Valuation, Venture Capital, Consulting, Executive Management, Corporate Development, Competitive Analysis, Business Development, Due Diligence, Energy, Strategy, E-commerce, Mergers & Acquisitions, Finance, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance & Entrepreneurship
Purdue University 1998 — 2003
Bachelor of Science, Mechanical Engineering
Trev Gore's McGladrey Capital Markets Experience 2001 - 2007
Job Business Partner at U.S. Bagging, LLC
Industry Oil & Energy
Experience
U.S. Bagging, LLC March 2014 - Present
Gore Enterprises July 1989 - Present
ACA Partners, LLC May 2007 - January 2012
McGladrey Capital Markets 2001 - 2007
Cendant 1999 - 2001
ADVO Inc./Valassis 1995 - 1999
Skills
Business Valuation, Problem Solving, Sales Management, Generating Revenue, Business Planning, Corporate Finance, Small Business, Budgeting, Valuation, Mobile Software, Mobile Applications, Budgets, Business Development, Management, Sales, Leadership, Recruiting, Coaching, Operations Management, Marketing Strategy, CRM, Financial Analysis, Sales Process, Start-ups, Training, B2B, Strategic Partnerships, Strategy, Strategic Planning, Executive Management, Account Management, Sales Operations, Negotiation, New Business Development, Forecasting, Vendor Management, Marketing, Risk Management, Finance, Lead Generation, Contract Negotiation, Selling, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Competitive Analysis, Professional Services, Banking, Management Consulting, Salesforce.com
Education
San Diego State University-California State University 1981 — 1985
Business Management/Finance
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
U.S. Bagging, LLC March 2014 - Present
Gore Enterprises July 1989 - Present
ACA Partners, LLC May 2007 - January 2012
McGladrey Capital Markets 2001 - 2007
Cendant 1999 - 2001
ADVO Inc./Valassis 1995 - 1999
Skills
Business Valuation, Problem Solving, Sales Management, Generating Revenue, Business Planning, Corporate Finance, Small Business, Budgeting, Valuation, Mobile Software, Mobile Applications, Budgets, Business Development, Management, Sales, Leadership, Recruiting, Coaching, Operations Management, Marketing Strategy, CRM, Financial Analysis, Sales Process, Start-ups, Training, B2B, Strategic Partnerships, Strategy, Strategic Planning, Executive Management, Account Management, Sales Operations, Negotiation, New Business Development, Forecasting, Vendor Management, Marketing, Risk Management, Finance, Lead Generation, Contract Negotiation, Selling, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Competitive Analysis, Professional Services, Banking, Management Consulting, Salesforce.com
Education
San Diego State University-California State University 1981 — 1985
Business Management/Finance
San Diego State University-California State University
Business, Management, Marketing, and Related Support Services
Douglas Stockalper Douglas Stockalper's McGladrey Capital Markets Experience April 2006 - January 2009
Job Web Development Immersive at General Assembly
Industry Computer Software
Experience
Societe Generale August 2011 - July 2014
University of Chicago Booth School of Business September 2009 - June 2011
McGladrey Capital Markets April 2006 - January 2009
McDaniels S.A. 2005 - 2005
Education
General Assembly 2014 — 2014
Web Development Immersive
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
Claremont McKenna College 1999 — 2003
BA
FEWD
FEWD
Societe Generale August 2011 - July 2014
University of Chicago Booth School of Business September 2009 - June 2011
McGladrey Capital Markets April 2006 - January 2009
McDaniels S.A. 2005 - 2005
Education
General Assembly 2014 — 2014
Web Development Immersive
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
Claremont McKenna College 1999 — 2003
BA
FEWD
FEWD
Alex Cherenfant's McGladrey Capital Markets Experience June 2009 - July 2009
Job Junior Associate at Sard Verbinnen & Co
Industry Public Relations and Communications
Experience
Sard Verbinnen & Co 2013 - October 2014
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
McGladrey Capital Markets June 2009 - July 2009
Skills
Microsoft Office, Stata, Economics, PowerPoint, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Analysis, Statistics, Management, Social Media
Education
Harvard University 2009 — 2013
A.B., Economics
Sard Verbinnen & Co 2013 - October 2014
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
McGladrey Capital Markets June 2009 - July 2009
Skills
Microsoft Office, Stata, Economics, PowerPoint, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Analysis, Statistics, Management, Social Media
Education
Harvard University 2009 — 2013
A.B., Economics
Scott Witter Scott Witter's McGladrey Capital Markets Experience 2008 - 2009
Job Director of Business Development / M&A at U.S. HealthWorks
Industry Medical Practice
Experience
U.S. HealthWorks 2010 - Present
McGladrey Capital Markets 2008 - 2009
B. Riley & Co. 2004 - 2008
The Seidler Companies 2003 - 2004
McGladrey Capital Markets 2001 - 2003
Skills
Corporate development, Mergers and acquisitions, Strategic planning and..., Investment Banking, Strategic Planning, Fairness Opinions, Business Valuation, Deal Structuring, Joint Ventures, M&A experience, Valuation, Mergers, Due Diligence, Divestitures, Negotiation, Healthcare, Financial Analysis, Strategic Partnerships, Corporate Development, Business Development, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Strategy, Finance
Education
Pepperdine University 1999 — 2001
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
The University of British Columbia 1991 — 1996
BA, Political Science
U.S. HealthWorks 2010 - Present
McGladrey Capital Markets 2008 - 2009
B. Riley & Co. 2004 - 2008
The Seidler Companies 2003 - 2004
McGladrey Capital Markets 2001 - 2003
Skills
Corporate development, Mergers and acquisitions, Strategic planning and..., Investment Banking, Strategic Planning, Fairness Opinions, Business Valuation, Deal Structuring, Joint Ventures, M&A experience, Valuation, Mergers, Due Diligence, Divestitures, Negotiation, Healthcare, Financial Analysis, Strategic Partnerships, Corporate Development, Business Development, Mergers & Acquisitions, Contract Negotiation, Corporate Finance, Strategy, Finance
Education
Pepperdine University 1999 — 2001
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
The University of British Columbia 1991 — 1996
BA, Political Science
Michael Brigham's McGladrey Capital Markets Experience November 2009 - August 2010
Job Strategic Account Executive at Jama Software
Industry Computer Software
Experience
Jama Software November 2012 - Present
PGA TOUR April 2011 - October 2011
McGladrey Capital Markets November 2009 - August 2010
Deutsche Bank January 2004 - September 2009
Skills
Marketing Strategy, Business Development, Marketing, Sales, Management, Mergers, Marketing Communications, Social Media Marketing, New Business Development, Account Management, Market Research, Strategic Planning, Event Planning, Social Media, Event Management, Cloud Computing, Cloud-based, Salesforce.com, Sales Presentations, Sales Process, Sales Management, Agile Project Management, E-commerce, Brand Management, Consumer Insight, Enterprise Software, Leadership, Competitive Analysis, Mergers & Acquisitions, Pipeline Management, Sales Prospecting, Sales Cycle Management, Team Building, SaaS, Finance, Requirements Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Marketing & Consulting
Loyola University Chicago 1999 — 2003
B.B.A., Finance, French
St. Louis Priory School
Jama Software November 2012 - Present
PGA TOUR April 2011 - October 2011
McGladrey Capital Markets November 2009 - August 2010
Deutsche Bank January 2004 - September 2009
Skills
Marketing Strategy, Business Development, Marketing, Sales, Management, Mergers, Marketing Communications, Social Media Marketing, New Business Development, Account Management, Market Research, Strategic Planning, Event Planning, Social Media, Event Management, Cloud Computing, Cloud-based, Salesforce.com, Sales Presentations, Sales Process, Sales Management, Agile Project Management, E-commerce, Brand Management, Consumer Insight, Enterprise Software, Leadership, Competitive Analysis, Mergers & Acquisitions, Pipeline Management, Sales Prospecting, Sales Cycle Management, Team Building, SaaS, Finance, Requirements Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Marketing & Consulting
Loyola University Chicago 1999 — 2003
B.B.A., Finance, French
St. Louis Priory School
Marcus Gee Marcus Gee's McGladrey Capital Markets Experience June 2010 - August 2010
Job Manager, Financial Reporting & Analysis at Occidental Petroleum
Industry Oil & Energy
Experience
Occidental Petroleum Corporation February 2014 - Present
Occidental Petroleum Corporation August 2011 - February 2014
McGladrey Capital Markets June 2010 - August 2010
Anadarko Petroleum September 2007 - July 2009
Anadarko Petroleum December 2004 - September 2007
Anadarko Petroleum December 2002 - December 2004
Skills
Hyperion Enterprise, Hyperion Planning, Hyperion HFM, Hyperion Financial..., Hyperion Essbase, Microsoft Excel, Financial Analysis, Financial Reporting, SEC Financial Reporting, Operations Accounting, Capital IQ, SAP ERP, Corporate Budgeting, Financial Forecasting, Oracle Enterprise...
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
The Chinese University of Hong Kong 2010 — 2010
MBA, Exchange Program
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Finance and Accounting
Occidental Petroleum Corporation February 2014 - Present
Occidental Petroleum Corporation August 2011 - February 2014
McGladrey Capital Markets June 2010 - August 2010
Anadarko Petroleum September 2007 - July 2009
Anadarko Petroleum December 2004 - September 2007
Anadarko Petroleum December 2002 - December 2004
Skills
Hyperion Enterprise, Hyperion Planning, Hyperion HFM, Hyperion Financial..., Hyperion Essbase, Microsoft Excel, Financial Analysis, Financial Reporting, SEC Financial Reporting, Operations Accounting, Capital IQ, SAP ERP, Corporate Budgeting, Financial Forecasting, Oracle Enterprise...
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
MBA, Finance
The Chinese University of Hong Kong 2010 — 2010
MBA, Exchange Program
University of Houston, C.T. Bauer College of Business 1998 — 2002
BBA, Finance and Accounting
Caitlin Farrell's McGladrey Capital Markets Experience May 2008 - January 2009
Job Senior Director of Business Development
Industry Marketing and Advertising
Experience
Viveve, Inc. September 2015 - Present
Syneron Candela 2013 - 2015
Syneron Candela 2012 - 2013
Syneron Candela October 2009 - December 2012
McGladrey Capital Markets May 2008 - January 2009
Crystal Creek Enterprises, Inc. May 2003 - April 2008
Tropitone Furniture May 2006 - February 2007
Skills
New Media Marketing, Community Management, New Media Consulting, Social Media Marketing, Product Launch, Marketing Communications, Online Marketing, New Media, Marketing Strategy, Product Marketing, Brand Awareness, Brand Communication, Sales Support, Direct Sales, Web Design, Practice Development, Salesforce.com, Integrated Marketing, Advertising, Market Research, Business Development, Social Perceptiveness, Sales Operations, Market Planning, Trade Shows, Management, Marketing, Sales, Lead Generation, Medical Devices, B2B, Public Relations, Strategy, CRM, New Business Development, Sales Management, Account Management, Healthcare, Social Media, Capital Equipment, Strategic Planning
Education
University of Southern California 2004 — 2007
Bachelors, Communication with an emphasis in New Media
Newport Harbor 1999 — 2003
High School, Communication and Media Studies
Viveve, Inc. September 2015 - Present
Syneron Candela 2013 - 2015
Syneron Candela 2012 - 2013
Syneron Candela October 2009 - December 2012
McGladrey Capital Markets May 2008 - January 2009
Crystal Creek Enterprises, Inc. May 2003 - April 2008
Tropitone Furniture May 2006 - February 2007
Skills
New Media Marketing, Community Management, New Media Consulting, Social Media Marketing, Product Launch, Marketing Communications, Online Marketing, New Media, Marketing Strategy, Product Marketing, Brand Awareness, Brand Communication, Sales Support, Direct Sales, Web Design, Practice Development, Salesforce.com, Integrated Marketing, Advertising, Market Research, Business Development, Social Perceptiveness, Sales Operations, Market Planning, Trade Shows, Management, Marketing, Sales, Lead Generation, Medical Devices, B2B, Public Relations, Strategy, CRM, New Business Development, Sales Management, Account Management, Healthcare, Social Media, Capital Equipment, Strategic Planning
Education
University of Southern California 2004 — 2007
Bachelors, Communication with an emphasis in New Media
Newport Harbor 1999 — 2003
High School, Communication and Media Studies
Scott Ryder Scott Ryder's McGladrey Capital Markets Experience September 2006 - January 2012
Job Finance Director at ManKind Project USA
Industry Executive Office
Experience
Mankind Project, San Diego September 2011 - December 2014
D.A. Davidson & Co. February 2012 - February 2013
McGladrey Capital Markets September 2006 - January 2012
McGladrey Capital Markets 2002 - 2006
McGladrey Capital Markets 2000 - 2002
RCI Management, Inc. 1997 - 2000
Redlands Federal Bank 1988 - 1997
Skills
Mergers & Acquisitions, Strategy, Expert Witness, Business Valuation, Investment Banking, Valuation, Fairness Opinions, Business Development, Executive Management, Due Diligence, Finance, Business Strategy, Private Equity, Mergers, Leadership, Risk Management, Corporate Finance, Financial Modeling, Corporate Development, Management, Capital Markets, Start-ups, Competitive Analysis, Financial Analysis, Divestitures, Acquisitions, Strategic Planning, M&A experience, Management Consulting, Financial Regulation, Securities Regulation, Entrepreneurship, Equities, Vendor Management, IPO, Investments, CRM, Budgets, Portfolio Management, Restructuring, Analysis, Non-profit Volunteer
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Banking, Corporate, Finance, and Securities Law
University of Redlands 1987 — 1991
BA, Economics
Mankind Project, San Diego September 2011 - December 2014
D.A. Davidson & Co. February 2012 - February 2013
McGladrey Capital Markets September 2006 - January 2012
McGladrey Capital Markets 2002 - 2006
McGladrey Capital Markets 2000 - 2002
RCI Management, Inc. 1997 - 2000
Redlands Federal Bank 1988 - 1997
Skills
Mergers & Acquisitions, Strategy, Expert Witness, Business Valuation, Investment Banking, Valuation, Fairness Opinions, Business Development, Executive Management, Due Diligence, Finance, Business Strategy, Private Equity, Mergers, Leadership, Risk Management, Corporate Finance, Financial Modeling, Corporate Development, Management, Capital Markets, Start-ups, Competitive Analysis, Financial Analysis, Divestitures, Acquisitions, Strategic Planning, M&A experience, Management Consulting, Financial Regulation, Securities Regulation, Entrepreneurship, Equities, Vendor Management, IPO, Investments, CRM, Budgets, Portfolio Management, Restructuring, Analysis, Non-profit Volunteer
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Banking, Corporate, Finance, and Securities Law
University of Redlands 1987 — 1991
BA, Economics
Peter Matt's McGladrey Capital Markets Experience August 2007 - December 2008
Job at Goedecke & Associates, Inc.
Industry Information Technology and Services
Experience
Goedecke & Associates, Inc. April 2009 - Present
McGladrey Capital Markets August 2007 - December 2008
Citigroup Investment Banking July 2006 - May 2007
Citigroup March 2004 - June 2006
Citigroup International, Strategy May 2002 - August 2003
Skills
Financial Modeling, Mergers, Equities, Capital Raising, Leadership, Investment Banking, Capital Markets, Valuation, Fixed Income, DCF, LBO, Industry Research, Private Equity, Financial Structuring, Corporate Finance, Fairness Opinions, Emerging Markets, Business Valuation, M&A experience, Portfolio Management, Service Parts, Sourcing Services, IT Service Management, IT Outsourcing, Spare Parts, Parts Sourcing, Returns Management, Order Administration, Order Management
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Global Finance
Goedecke & Associates, Inc. April 2009 - Present
McGladrey Capital Markets August 2007 - December 2008
Citigroup Investment Banking July 2006 - May 2007
Citigroup March 2004 - June 2006
Citigroup International, Strategy May 2002 - August 2003
Skills
Financial Modeling, Mergers, Equities, Capital Raising, Leadership, Investment Banking, Capital Markets, Valuation, Fixed Income, DCF, LBO, Industry Research, Private Equity, Financial Structuring, Corporate Finance, Fairness Opinions, Emerging Markets, Business Valuation, M&A experience, Portfolio Management, Service Parts, Sourcing Services, IT Service Management, IT Outsourcing, Spare Parts, Parts Sourcing, Returns Management, Order Administration, Order Management
Education
Thunderbird School of Global Management 2001 — 2003
MBA, Global Finance
Paul Bodet's McGladrey Capital Markets Experience October 2006 - February 2010
Job Partner at B.I.G. Capital LLC
Industry Investment Banking
Experience
B.I.G. Capital LLC March 2010 - Present
McGladrey Capital Markets October 2006 - February 2010
Banc of America Securities LLC January 1999 - June 2002
Motorola, Inc. November 1989 - August 1995
Skills
Investment Banking, Capital Markets, Equities, Private Placements, Mergers, Corporate Development, Private Equity, Corporate Finance, Mergers & Acquisitions, Business Strategy, Due Diligence, Financial Modeling, Leveraged Finance, M, Start-ups, Strategic Planning, Strategy, Structured Finance, Valuation, Venture Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
Master of Business Administration (MBA)
Florida Atlantic University 1984 — 1989
Bachelor of Science (BS), Electrical Engineering
B.I.G. Capital LLC March 2010 - Present
McGladrey Capital Markets October 2006 - February 2010
Banc of America Securities LLC January 1999 - June 2002
Motorola, Inc. November 1989 - August 1995
Skills
Investment Banking, Capital Markets, Equities, Private Placements, Mergers, Corporate Development, Private Equity, Corporate Finance, Mergers & Acquisitions, Business Strategy, Due Diligence, Financial Modeling, Leveraged Finance, M, Start-ups, Strategic Planning, Strategy, Structured Finance, Valuation, Venture Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
Master of Business Administration (MBA)
Florida Atlantic University 1984 — 1989
Bachelor of Science (BS), Electrical Engineering
Newton Pham's McGladrey Capital Markets Experience August 2007 - January 2012
Job Vice President at California Bank & Trust
Industry Investment Banking
Experience
California Bank & Trust February 2014 - Present
Mitsubishi Material USA Corp July 2012 - February 2014
McGladrey Capital Markets August 2007 - January 2012
Smith Barney, Citigroup Global Markets 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Due Diligence, Valuation, Mergers & Acquisitions, Credit, Credit Analysis, Investment Banking, Loans, Private Equity, Venture Capital, Beer, Microsoft Office, Investments
Education
San Diego State University-California State University 2004 — 2006
San Diego State University-California State University 2000 — 2004
El Toro Highschool 1996 — 2000
California Bank & Trust February 2014 - Present
Mitsubishi Material USA Corp July 2012 - February 2014
McGladrey Capital Markets August 2007 - January 2012
Smith Barney, Citigroup Global Markets 2003 - 2007
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Due Diligence, Valuation, Mergers & Acquisitions, Credit, Credit Analysis, Investment Banking, Loans, Private Equity, Venture Capital, Beer, Microsoft Office, Investments
Education
San Diego State University-California State University 2004 — 2006
San Diego State University-California State University 2000 — 2004
El Toro Highschool 1996 — 2000
Tony Trevino's McGladrey Capital Markets Experience October 2009 - September 2010
Job Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2014 - Present
Century Park Capital Partners July 2012 - August 2014
Wells Fargo Securities September 2010 - August 2012
McGladrey Capital Markets October 2009 - September 2010
McGladrey Capital Markets June 2009 - August 2009
Bainbridge Capital June 2008 - September 2008
Signature Resources Capital Managment June 2007 - September 2007
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Venture Capital, Equities, LBO, Capital Markets, Capital IQ, DCF, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Woodbridge H.S.
The Riverside Company August 2014 - Present
Century Park Capital Partners July 2012 - August 2014
Wells Fargo Securities September 2010 - August 2012
McGladrey Capital Markets October 2009 - September 2010
McGladrey Capital Markets June 2009 - August 2009
Bainbridge Capital June 2008 - September 2008
Signature Resources Capital Managment June 2007 - September 2007
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Due Diligence, Mergers, Investments, Venture Capital, Equities, LBO, Capital Markets, Capital IQ, DCF, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2004 — 2009
Woodbridge H.S.
Frank Cordek's McGladrey Capital Markets Experience July 2000 - December 2004
Job Vice President, Internet & Digital Media Investment Banking at Signal Hill
Industry Financial Services
Experience
Signal Hill Capital May 2011 - Present
Signal Hill Capital Group LLC / UPDATA May 2010 - August 2010
Silver Lake Advisory, LLC January 2005 - July 2009
McGladrey Capital Markets July 2000 - December 2004
Skills
Investment Banking, Valuation, Corporate Finance, Marketing, Consulting, Business Development, Series 63
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Accounting and Entrepreneurship
The George Washington University
Biology, Business Administration
Signal Hill Capital May 2011 - Present
Signal Hill Capital Group LLC / UPDATA May 2010 - August 2010
Silver Lake Advisory, LLC January 2005 - July 2009
McGladrey Capital Markets July 2000 - December 2004
Skills
Investment Banking, Valuation, Corporate Finance, Marketing, Consulting, Business Development, Series 63
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance, Accounting and Entrepreneurship
The George Washington University
Biology, Business Administration
Brandon Clewett's McGladrey Capital Markets Experience July 2009 - March 2012
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
Joseph Lunkes's McGladrey Capital Markets Experience 2005 - 2007
Job Managing Director at Houlihan Capital
Industry Investment Banking
Experience
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Houlihan Capital 2010 - Present
Houlihan Smith & Co. 2007 - 2010
McGladrey Capital Markets 2005 - 2007
Printing Industry 2002 - 2005
Dresner Partners 1999 - 2002
EVEREN Securities, Inc. 1993 - 1999
Geneva Capital Markets 1988 - 1993
Lane Industries, Inc. 1985 - 1988
Continental Illinois Bank 1980 - 1985
PriceWaterhouse & Co. 1977 - 1979
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Mergers, Mergers & Acquisitions, LBO, M&A experience, Venture Capital, Business Valuation, Corporate Finance, Capital Markets, Due Diligence, Hedge Funds, Restructuring, Financial Modeling, Financial Analysis, Crowdsourcing, Crowdfunding
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Marketing & Finance
Loyola University Chicago 1973 — 1977
BBA, Accounting
Notre Dame High School
Brian Boyle's McGladrey Capital Markets Experience October 2000 - January 2012
Job Managing Director of Investment Banking at D.A Davidson & Co.
Industry Investment Banking
Experience
D.A Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2000 - January 2012
Lehman Brothers May 1984 - May 1997
Skills
Food & Beverage..., Valuation, Capital Markets, Mergers & Acquisitions, LBO, Private Equity, Investment Banking, Equities, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Venture Capital, Investments, Corporate Development, Private Placements, Leveraged Finance, Financial Modeling, Divestitures
Education
University of Pennsylvania 1980 — 1984
Economics/Finance
D.A Davidson & Co. February 2012 - Present
McGladrey Capital Markets October 2000 - January 2012
Lehman Brothers May 1984 - May 1997
Skills
Food & Beverage..., Valuation, Capital Markets, Mergers & Acquisitions, LBO, Private Equity, Investment Banking, Equities, Due Diligence, Corporate Finance, M&A experience, Business Valuation, Venture Capital, Investments, Corporate Development, Private Placements, Leveraged Finance, Financial Modeling, Divestitures
Education
University of Pennsylvania 1980 — 1984
Economics/Finance
Christina (Thurmond) Knigge's McGladrey Capital Markets Experience May 2009 - August 2009
Job Assistant Buyer Girls Apparel at jcpenney
Industry Retail
Experience
jcpenney February 2013 - Present
Charming Charlie March 2011 - February 2013
Charming Charlie August 2010 - March 2011
McGladrey Capital Markets May 2009 - August 2009
The Richards Group January 2009 - May 2009
Willow Bend Capital Management, LLC May 2008 - August 2008
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2008 - August 2008
RSM EquiCo May 2007 - August 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Marketing, Sociology
jcpenney February 2013 - Present
Charming Charlie March 2011 - February 2013
Charming Charlie August 2010 - March 2011
McGladrey Capital Markets May 2009 - August 2009
The Richards Group January 2009 - May 2009
Willow Bend Capital Management, LLC May 2008 - August 2008
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2008 - August 2008
RSM EquiCo May 2007 - August 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Marketing, Sociology
John Dal Poggetto's McGladrey Capital Markets Experience October 2001 - September 2006
Job Managing Principal at Serra Health Consulting
Industry Information Technology and Services
Experience
Serra Health Consulting June 2014 - Present
Serra Health Consulting 2014 - 2015
Leidos Health October 2013 - December 2013
MaxIT-VCS February 2013 - September 2013
Vitalize Consulting Solutions March 2009 - February 2013
r3 Health Partners September 2006 - March 2009
McGladrey Capital Markets October 2001 - September 2006
Skills
Healthcare Information..., Informatics, Health Information..., EHR, Healthcare Consulting, Hospitals, Healthcare, Project Management, EMR
Education
University of the Pacific - McGeorge School of Law 1995 — 1997
JD
Pepperdine University 1990 — 1992
BA
Serra Health Consulting June 2014 - Present
Serra Health Consulting 2014 - 2015
Leidos Health October 2013 - December 2013
MaxIT-VCS February 2013 - September 2013
Vitalize Consulting Solutions March 2009 - February 2013
r3 Health Partners September 2006 - March 2009
McGladrey Capital Markets October 2001 - September 2006
Skills
Healthcare Information..., Informatics, Health Information..., EHR, Healthcare Consulting, Hospitals, Healthcare, Project Management, EMR
Education
University of the Pacific - McGeorge School of Law 1995 — 1997
JD
Pepperdine University 1990 — 1992
BA
Mike Lancia, CFA's McGladrey Capital Markets Experience May 2007 - August 2008
Job Experienced Finance Professional
Industry Venture Capital & Private Equity
Experience
8020 Consulting September 2015 - Present
Elements Behavioral Health April 2012 - August 2015
Union Bank September 2008 - April 2012
Mcgladrey Capital Markets May 2007 - August 2008
First Asset Management May 2002 - August 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Business Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Strategy, Finance, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Brock University 1998 — 2002
Economics
CFA Charterholder
8020 Consulting September 2015 - Present
Elements Behavioral Health April 2012 - August 2015
Union Bank September 2008 - April 2012
Mcgladrey Capital Markets May 2007 - August 2008
First Asset Management May 2002 - August 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Business Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Corporate Development, Strategy, Finance, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Brock University 1998 — 2002
Economics
CFA Charterholder
Roman Olbrys's McGladrey Capital Markets Experience 2005 - 2007
Job Account Manager, DealNexus at Intralinks, Inc.
Industry Financial Services
Experience
Intralinks, Inc. 2013 - Present
PE-Nexus 2011 - 2013
The March Group 2008 - 2010
McGladrey Capital Markets 2005 - 2007
OnPoint Consulting 1997 - 2005
Applica Consumer Products 1995 - 1997
Conair Corporation 1993 - 1995
Education
The University of Connecticut
MBA
The University of Connecticut
BS, Finance
Intralinks, Inc. 2013 - Present
PE-Nexus 2011 - 2013
The March Group 2008 - 2010
McGladrey Capital Markets 2005 - 2007
OnPoint Consulting 1997 - 2005
Applica Consumer Products 1995 - 1997
Conair Corporation 1993 - 1995
Education
The University of Connecticut
MBA
The University of Connecticut
BS, Finance
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial