Privately Owned Investment Advisory Firm
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Privately Owned Investment Advisory Firm Employees
Privately Owned Investment Advisory Firm July 2002 - Present
Salomon Smith Barney July 2000 - July 2002
Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Valuation, Marketing Strategy, Corporate Finance, New Business Development, Due Diligence
Education
Harvard University 1996 — 2000
Bachelor of Arts (A.B.), Economics
Privately Owned Investment Advisory Firm September 2012 - Present
Goldman Sachs June 2010 - August 2012
Education
University of Miami - School of Business
MGG Investment Group August 2015 - Present
JPMorgan Chase April 2014 - August 2015
Barclays May 2013 - April 2014
Privately Owned Investment Advisory Firm March 2013 - May 2013
Barclays May 2012 - August 2012
Credit Suisse June 2011 - August 2011
Skills
Economics, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economic, Finance
Portage Central High School 2005 — 2009
HS Diploma
Major Fortune 500 Company with Headquarters in St. Louis February 2014 - Present
Privately Owned Investment Advisory Firm August 2013 - February 2014
Charter Communications June 2013 - August 2013
Ralcorp Holdingsz February 2013 - June 2013
Express Scripts July 2011 - February 2013
Wells Fargo Advisors October 2009 - May 2011
U.S. Bank December 2007 - October 2009
JPMorgan Chase September 2005 - December 2007
Skills
SDLC, Data Warehousing, Banking, Management, XML, Budgets, .NET, Mortgage Lending, Mergers & Acquisitions, Visio, Business Analysis, Business Intelligence, IT Management, Process Improvement, Software Project..., Vendor Management
Education
Missouri State University
Master of Science (M.S.), Information Technology Project Management
University of Phoenix
Bachelor of Science (B.S.), Information Technology
Elementary schools August 2009 - August 2010
Seneca December 2008 - December 2009
Coach November 2008 - November 2009
South of Market Mental Health Services December 1999 - March 2008
Horizons unlimited of San Francisco 1993 - 2000
Horizons Unlimited December 1994 - December 1998
Horizons June 1995 - August 1997
Privately Owned Investment Advisory Firm December 1992 - December 1993
Nordstrom July 1989 - August 1991
Skills
Merchandising, Visual Merchandising, Retail, Retail Sales, Store Management, Fashion, Sales, Apparel, Loss Prevention, Inventory Management, Trend Analysis, Store Operations, Customer Service, Styling, Time Management, Cashiering, Inventory Control, Window Displays, Marketing, Facebook, Event Planning, Leadership, Microsoft Word, Community Outreach, Social Services, Case Management, Fundraising
Education
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Social welfare and psychology
Privately Owned Investment Advisory Firm” September 2011 - Present
Skills
Entrepreneurship, Leadership
Education
Glenville State College 1979 — 1983
B.A. Education, Education
Context Management, LLC June 2006 - Present
Private Business-to-Business Intelligence Firm April 2001 - May 2006
Privately Owned Investment Advisory Firm May 1994 - March 2001
DEP Corporation Los Angeles 1989 - 1993
Skills
Politics, Mergers, Divestitures, New Business Development, Marketing Strategy, Venture Capital, Negotiation, Start-ups, Deals, Investors, Entrepreneur, B2B, Leveraged Finance, Lead Generation, Capital, Small Business, Valuation, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Sales, Management, Selling, Strategy, Leadership, Strategic Planning, Marketing, Business Strategy, Strategic Partnerships, Business Development, Budgets, Team Building, Sales Management, Contract Negotiation, Financial Analysis, Investments
Education
Central Michigan University 1986 — 1994
BSBA, Finance, Marketing, Management
Universidad de Sevilla 1993 — 1994
BS, International Business
Free Soil High School 1982 — 1986
Privately Owned Investment Advisory Firm October 2006 - Present
Morgan Stanley September 2005 - October 2006
BISYS Fund Services October 2003 - September 2005
EY October 2001 - October 2003
PwC July 1999 - June 2001
Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments
Education
Babson College
Privately Owned Investment Advisory Firm September 2010 - Present
Warren Averett, LLC January 2009 - September 2010
Equity Resources LLC July 2007 - October 2008
Arlington Partners January 2005 - July 2007
Deloitte October 2002 - January 2005
Skills
Tax Accounting, Tax, CPA, GAAP, Private Equity, Financial Reporting, Auditing, Accounting, Income Tax, Financial Analysis, US GAAP, Corporate Tax, Financial Accounting, Finance, Tax Preparation
Education
University of Alabama at Birmingham 2001 — 2003
M.Ac., Tax
University of Alabama at Birmingham 1997 — 2001
B.S., Accounting
Privately Owned Investment Advisory Firm August 2003 - Present
Lehman Brothers July 2001 - July 2003
Skills
Alternative Investments, Valuation, Venture Capital, Investment Banking, M&A experience, Mergers & Acquisitions, Capital Markets, Financial Modeling, Equities, Private Equity, LBO, Financial Analysis
Education
Indiana University - Kelley School of Business 1997 — 2001
BA, Business Economics
Marts & Lundy, Inc. August 2014 - Present
School of Public Affairs at American University August 2012 - May 2014
Orr Associates, Inc. May 2013 - April 2014
Coalition for Smarter Growth September 2012 - April 2013
Privately Owned Investment Advisory Firm May 2011 - June 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2008 - May 2011
Skills
Public Policy, Policy, Policy Analysis, Community Outreach
Education
Franklin & Marshall College 2004 — 2008
BA, Government
American University
Independent Insurance Broker January 2010 - Present
Privately Owned Investment Advisory Firm March 2001 - December 2009
Amwest Insurance Group, Inc. March 1996 - February 2001
Condor Insurance Company March 1991 - February 1996
Skills
MS Access, QuickBooks, Consolidated Financial..., GAAP, Statutory Accounting..., Insurance Accounting, Statistical Reporting, Internal Audit, Actuarial Reserving,..., Accounting Systems..., Custom Contract Reviews, Accounts Receivable..., Accounts Payable, Multi-state Payroll..., Transaction Processing, New Transaction Analysis, Maintain Complex..., Difficult..., Variance Investigation, Auditing Liaison, SQL and Visual Basic..., Data Mining
Education
Cal State Fullerton
B.A., Business Administration in Accounting
University of California, Irvine
B.A., Economics
Privately Owned Investment Advisory Firm January 2009 - Present
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Financial Analysis, Strategic Planning, Banking, Windows, Budgets, Accounting, Risk Management, Management, Financial Modeling
Education
San Diego State University-California State University 1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General
Presentation High School
Privately Owned Investment Advisory Firm July 2010 - Present
United States Marine Corps May 2002 - June 2006
Skills
Logistics Planning, Traveled overseas to..., Office Management
Education
Irvine Valley College 2006 — 2010
Bachelor's degree, Sociology
Hilton Worldwide September 2007 - Present
Privately owned March 1997 - September 2007
Privately Owned Investment Advisory Firm April 1990 - March 1997
Skills
Hotel Management, Food & Beverage, Restaurants, Hotels, Pre-opening, Rooms Division, Hospitality Management, Hospitality Industry, Front Office, Banquets, Resorts, Hospitality, Property Management..., Fine Dining, Catering
Education
Schenectady County Community College
Associate of Arts and Sciences (A.A.S.), Hotel, Motel, and Restaurant Management