McLagan Partners
Industry: Company
DescriptionFounded: 1966 Parent organization: Aon Hewitt Subsidiaries: Ward Group, Inc., Westfield Financial Corp.
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McLagan Partners Employees
Park Place Equity - Division of Northwest Federal Credit Union April 2014 - Present
Park Place Equity, LLC June 2007 - April 2014
Mclagan Partners June 2005 - March 2007
Skills
Loans, Banking, Credit, Equities, SBA, USDA, Commercial Lending, Financial Analysis, Credit Analysis, Underwriting, Mergers, Due Diligence, Portfolio Management, Private Equity, Finance, Small Business Lending, Real Estate Economics, Loan Origination, Business Development, Mortgage Lending, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Refinance, Commercial Finance, Commercial Banking, Investment Properties, Real Estate, Financial Structuring, Small Business, Asset Management, Disposition, Investments, Funding, CMBS, Structured Finance, Brokerage, Corporate Finance, Asset Based Lending, Project Finance, FHA, Cash Flow, Valuation, Start-ups, Capital, Business Valuation, Construction Loans, Mezzanine, Investment Banking, Acquisitions
Education
Trinity College-Hartford 2001 — 2005
Bachelor of Science, Economics
Morgan Stanley Investment Management April 2013 - Present
FactSet Research Systems May 2012 - March 2013
Standard & Poor's July 2009 - May 2012
K2 Advisors October 2007 - April 2009
Excalibur Advisors L.L.C July 2004 - June 2007
The McIntyre Group 2004 - 2007
McLagan Partners October 2002 - July 2004
SAC Capital January 2001 - September 2002
Forbes Magazine August 1998 - December 2001
Thomson Financial Investor Relations 1997 - 1998
Skills
Research, Writing, Hedge Funds, Alternative Investments, Fixed Income, Team Building, Teamwork, Marketing Communications, Investor Relations, Editing, Business Correspondence, Financial Markets, Equities, Financial Services, Trading, Capital Markets, Asset Management, Investment Management, Databases, Finance, Financial Analysis, Leadership, Project Management, Management, Market Data, Bonds, Derivatives, Securities, Due Diligence, Investment Banking, Portfolio Management
Education
Fordham University 1992 — 1996
BS, Finance and Economics
Dale Carnegie Training May 2012 - Present
Dale Carnegie Training September 2014 - August 2015
ASTD Austin Chapter January 2014 - June 2014
ASTD Austin Chapter May 2012 - January 2014
Switched On Development February 2010 - May 2012
RISE Global March 2012 - March 2012
Junior Commerce International October 2010 - December 2011
Toastmasters International April 2008 - December 2011
McLagan Partners October 2007 - July 2010
Service Works Global May 2006 - August 2007
Skills
Public Speaking, Pitching Ideas, Leadership Development, New Business Development, Sales, Training Delivery, Training Facilitation, Coaching, Presentation Coaching, Persuasive Presentation..., UK market, US Hispanic Market, Spanish Language, Spanish, Project Management, Project Planning, Training, Management, Team Leadership, Business Coaching, Executive Coaching, Interviews, Leadership, Business Strategy, Entrepreneurship, Personal Development, Employee Engagement, Staff Development
Education
Dale Carnegie Training of Austin 2012 — 2012
Human Relations and Effective Communications
Penn State University 1999 — 2003
Bsc
Maastricht University 2002 — 2002
Bsc
Universidad Iberoamericana, Ciudad de México 2003 — 2003
Van Eck Global Market Vectors ETFs 2014 - Present
Colgate Entrepreneurship Institute 2013 - Present
TradeCard (acquired by GT Nexus) 2012 - 2014
Polltopia 2012 - 2013
Moody's Analytics 2009 - 2012
Greenwich Associates 2006 - 2009
McLagan Partners 2005 - 2006
Mantra Capital 2003 - 2003
Salomon Smith Barney 1998 - 2002
Skills
Account Management, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, Demand Generation, Market Research, SEO, Social Media, Lead Generation, Competitive Analysis, Web Analytics, Analytics, Online Marketing, SEM, Marketing, Direct Marketing, Integrated Marketing, Salesforce.com, Content Marketing, Entrepreneurship, SaaS, Product Management, Strategy, Social Media Marketing, Google Analytics, Product Marketing, Start-ups, Google Adwords, Multi-channel Marketing, Brand Development, Go-to-market Strategy, Sales Process, Segmentation, Strategic Partnerships, Product Development, Management, Cloud Computing, Sales Enablement, Sales, CRM, Marketing Management, B2B Marketing, Leadership, E-commerce, Public Relations, Customer Retention, Online Advertising
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA
Colgate University 1994 — 1998
BA, Economics
ALPFA New York November 2013 - Present
Goldman Sachs July 2010 - Present
Brandeis University January 2007 - May 2010
ARAMARK September 2005 - May 2010
ALPFA - Brandeis Chapter 2008 - 2010
Barclays Capital June 2009 - August 2009
McLagan Partners June 2008 - July 2008
Clean Water Action May 2007 - August 2007
Skills
Advertising, Analysis, Corporate Finance, Economics, Financial Modeling, Human Resources, Management, Microsoft Excel, Microsoft Office, Networking, Onboarding, Program Management, Training
Education
Brandeis International Business School 2008 — 2010
Master of Arts, International Economics and Finance
Brandeis University 2005 — 2009
Bachelor of Arts, Politics, International and Global Studies
Northfield Mount Hermon School 2002 — 2005
Lifetime Brands March 2014 - Present
Lifetime Brands January 2012 - March 2014
Lifetime Brands January 2010 - March 2012
Lifetime Brands June 2008 - December 2009
Lifetime Brands February 2007 - June 2008
SMSB Consulting December 2004 - February 2007
McLagan Partners 2003 - 2003
Skills
Forecasting, Consumer Products, Competitive Analysis, Merchandising, Pricing, Retail, Product Development, Demand Planning, P&L Management, Marketing Strategy, Product Marketing, Market Planning, Market Research, Cross-functional Team..., Nielsen, Sales Management, Product Management, Private Label, Supply Chain Management, Categorization, Supply Chain, Customer Insight, Brand Management, Sales
Education
Saint John's University - Peter J. Tobin College of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General, 3.6
Datachek Senior ProgrammerRealtyData Corp.
National Transportation Exchange 1998 - 2000
McLagan Partners 1990 - 1993
Skills
Microsoft SQL Server
Education
University of Illinois at Urbana-Champaign 1985 — 1990
Chattahoochee Valley Libraries July 2012 - Present
Powder Springs Library (Cobb County) March 2012 - June 2012
Varner Elementary School August 2010 - November 2011
H. Dickerson Heritage Library June 2010 - August 2010
Bethune-Cookman University October 2006 - August 2010
Sports Entertainment September 2005 - October 2006
Florida Health Care Plans July 2004 - September 2005
Accounting Standards Board October 2001 - January 2004
McLagan Partners May 1999 - September 2001
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, HTML, Research, Social Media, Teamwork, Public Speaking, English, Windows
Education
FSU 2010 — 2012
Master of Library & Information Science (MLIS), Library and Information Studies
Florida State University
Master of Science, Library & Information Studies
Florida A&M University
Bachelor of Science (BS), Physical Therapy/Therapist
Florida A&M University
Bachelor of Science, Physical Therapy
Moraine Valley Community College August 2000 - Present
McLagan Partners February 1997 - July 2000
JMB Realty Corporation September 1993 - September 1996
Institute for Learning Sciences August 1989 - August 1993
Office of Computer Coordination 1986 - 1988
Hobbico 1984 - 1986
TEXWare Associates 1982 - 1984
Skills
Higher Education, Adult Education, Instructional Design, Teaching, Distance Learning, E-Learning, Student Affairs, Academic Advising, College Teaching, Curriculum Development, Community Outreach, Program Management, Project Management, Management, Curriculum Design, Instructional Technology, Staff Development, Student Development, Educational Technology, Program Development, Public Speaking, Technical Writing, Classroom, Research, Educational Leadership, Career Counseling, Training, Blended Learning
Education
University of California, Davis 1987 — 1989
University of Illinois at Urbana-Champaign 1981 — 1987
B.S., Computer Science
L.E.K. Consulting January 2015 - Present
Flicstart June 2012 - Present
L.E.K. Consulting September 2012 - December 2014
L.E.K. Consulting June 2011 - August 2011
McLagan Partners March 2010 - June 2010
McLagan Partners March 2008 - February 2010
McLagan Partners March 2006 - February 2008
Skills
Management Consulting, Business Strategy, Market Research, Competitive Analysis, Entrepreneurship, Managerial Finance, Board of Director..., Due Diligence, Launching Start-ups, Leadership, Venture Capital, Management, Consulting, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Master of Business Administration with Distinction (top 10%)
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Tuck Bridge Program - Session I (June)
Colgate University 2001 — 2005
B.A., Economics, History
self-employed freelance January 2010 - Present
U Weight Loss Clinic November 2008 - June 2009
814120 Ontario Ltd. October 2002 - October 2008
Walmar (Weight Watchers) 1998 - 2004
Cincon Consulting 1990 - 2004
TRAVEL TRUST INTERNATIONAL June 1996 - September 1997
The Manor at Carrying Place 1995 - 1996
National Economic Research Associates 1988 - 1990
The David Resort Group 1987 - 1988
McLagan Partners 1981 - 1988
Skills
Attention To Detail, Event Organizer, Confidentiality, Microsoft Office, ACCPAC, Simply Accounting, Event Planning, Event Management, Event Marketing, Corporate Events, Corporate Management, Training & Development, Training Skills, Training Delivery, Supervisory Skills, Writing, Customer Relations, Proofreading, Grammar, Spanish, English, Coaching, Public Speaking, Proposal Writing, Editing, Newsletters, Conferences, Outlook, Public Relations, Fundraising, Administration, Marketing Communications, Research, Word, Time Management, Report Writing, Teamwork, Customer Service, Corporate Communications, Typing, Interviewing, Coordination, Excel, Problem Solving, Project Coordination
Education
Cuyahoga Community College 2012 — 2014
Spanish Language and Literature, Mathematics
Unilever September 2014 - Present
Merck Consumer Care August 2012 - September 2014
Merck Consumer Care June 2011 - August 2011
L.E.K. Consulting July 2009 - July 2010
L.E.K. Consulting July 2007 - July 2009
McLagan Partners May 2004 - August 2006
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Management Consulting, Competitive Analysis, Business Strategy, Due Diligence, Valuation, Market Research, Strategy, Mergers, Corporate Development, Brand Management, Forecasting, Product Development, Marketing, Marketing Research, Management
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Boston College 2003 — 2007
BA, Political Science
Piano 2015 - Present
Interactive Data Corporation 2014 - 2015
Dow Jones 2010 - 2013
McLagan Partners 2008 - 2010
Reuters 2005 - 2007
Reuters 2003 - 2004
Skills
Program Management, Product Management, Vendor Management, Market Data, Competitive Analysis, Strategy, Data Center, Product Development, Business Strategy, Management, Product Marketing, Business Development, New Business Development, Product Launch
Education
Union College
BS
McLagan Partners June 1987 - Present
Skills
Strategy, Consulting, Investment Banking, Business Strategy, Data Analysis, Capital Markets, Private Equity, Leadership, Strategic Planning, Management, Banking
Education
University of Connecticut
University of Connecticut
McLagan Partners June 2005 - Present
Skills
Financial Modeling, Management Consulting, Executive Pay, Analysis, Valuation, Financial Analysis, Due Diligence, Equities, Investment Banking, Private Equity
Education
Gettysburg College 2001 — 2005
Political Science
Chilton Investment Company October 2014 - Present
Aircastle Advisor LLC June 2012 - October 2014
Soros Fund Management LLC April 2009 - May 2012
Chilton Investment Company, LLC October 2007 - March 2009
McLagan Partners March 2003 - October 2007
Citigroup Asset Management June 1997 - February 2003
Skills
Compensation, Benefits, Employee Relations, Hiring, Human Resources
Education
Bucknell University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Excel Sports Medicine August 2010 - Present
Advantage Sales & Marketing May 2004 - May 2007
Integrated Marketing Services 2004 - 2007
McLagan Partners 2002 - 2004
Skills
OCS, DPT, Agile Orthopedic Manual..., Orthopedic
Education
The University of Connecticut 2007 — 2010
Doctor of Physical Therapy, Physical Therapy
The University of Connecticut 1998 — 2002
Bachelor of Science, Psychology
Disney Interactive August 2011 - Present
Texas Instruments September 2010 - August 2011
Activision August 2009 - August 2010
Genentech June 2005 - August 2009
Intel February 2000 - June 2005
McLagan Partners April 1996 - December 1999
Skills
Deferred Compensation, HRIS, Total Rewards Strategies, Personnel Management, Global HR Leadership
Education
University of California, Davis 1988 — 1992
BA, Japanese Language and Literature
International Christian University 1990 — 1991
Bachelor's degree, Japanese Language and Literature
Consultant / Independent January 2015 - Present
Griffon Systems, Inc. September 2013 - September 2014
Superfund Asset Management Inc. July 2004 - August 2013
Aon - McLagan Partners 2003 - 2004
McLagan Partners 1998 - 2002
Taproot Interactive Studeo 1993 - 1997
AHRENS INTERACTIVE, INC 1994 - 1996
Skills
Business Analysis, Risk Management, Trading Systems, Options, Security, Network Security, Firewalls, Trading, Hedge Funds, Electronic Trading, VPN, Networking, Disaster Recovery, Windows Server, WAN, Bloomberg, Technical Analysis, Technical Support, Customer Service, Leadership, Account Management, Infrastructure, Management
Education
Morton 1972 — 1975
Graduated, General Studies
Columbia College Chicago
Bachelor's degree, General Studies
DeVry
Network & Communications Management
McLagan Partners Human Resources AdministratorABN AMRO2002 - 2004
Fidelity Investments 1999 - 2002
delafield pond 1996 - 2000
Education
Siena College
McLagan Partners May 2007 - October 2010
Bridgewater Associates May 2005 - March 2007
POGO Jet June 2004 - May 2005
Land Rover of Hanover April 2002 - March 2004
Skills
Recruiting, SQL
Education
Bentley University 1997 — 2001
Bachelor's degree, Marketing/Marketing Management, General
Goldman Sachs October 2009 - Present
McLagan Partners June 2008 - October 2009
Chambers of The Hon. Laura Taylor Swain, U.S. District Court for the Southern District of New York June 2007 - August 2007
Lehman Brothers June 2006 - August 2006
Hess Corporation June 2005 - August 2005
Goldman Sachs June 2004 - August 2004
Prep for Prep May 2003 - August 2003
Coro Center for Civic Leadership June 2002 - August 2002
Education
University of Pennsylvania - The Wharton School 2005 — 2008
Bachelor of Science, Finance and Legal Studies
Cornell University 2004 — 2005
Applied Economics and Management
Phillips Academy Andover 2000 — 2004
Prep 9 - Contingent XIII 1999 — 2000
The Greenbrier Companies September 2014 - Present
The Greenbrier Companies May 2012 - September 2014
UPS March 2010 - May 2012
UPS July 2007 - February 2010
McLagan Partners April 2007 - July 2007
Skills
Market Research, Strategy, Data Analysis, Forecasting, Leadership, Process Improvement, Project Management, Data Management, Marketing, Competitive Analysis, Economics, Business Intelligence, Business Strategy, Business Planning, Tableau, Negotiation, Management, Microsoft Excel, Business Analytics, Digital Marketing, Pricing, Advanced Excel, Advanced Microsoft..., Social Media Marketing, Data Visualization, Salesforce.com, WordPress, HTML, CSS, MailChimp, Git, Github, JavaScript
Education
Fordham University 2006 — 2007
Masters, Economics
Fordham University 2006 — 2007
Graduate Certificate, Data Analysis and Financial Econometrics
Spring Hill College 2002 — 2006
Bachelors, Philosophy, English
Portland State University 2013 — 2014
Certificate, Project Management
Trinity High School 1998 — 2002
Towers Watson January 2007 - Present
MGMC, Inc February 2002 - January 2007
McLagan Partners 1988 - 2001
Skills
Executive Pay, Management, Deferred Compensation, Mergers & Acquisitions, Organizational Design, Change Management, Employee Engagement, Performance Management
Education
University of Hartford