The Walnut Group
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The Walnut Group Employees
Amazon June 2014 - Present
The Walnut Group June 2013 - July 2013
Enerfab June 2012 - July 2012
Enerfab May 2011 - July 2011
Skills
Microsoft Office, Financial Modeling, SAP, Analysis, Prezi, Microsoft Excel, Finance, Process Improvement, PowerPoint, Strategic Planning, Public Speaking, Team Leadership, Research, SQL, Risk Management, Access, LBO, M&A Modeling, Financial Analysis, Leadership, Teamwork, Data Analysis, Budgets, Data Warehousing, Business Analytics, Financial Accounting, Forecasting, Financial Reporting, Visual Basic
Education
University of South Carolina-Columbia 2010 — 2014
Finance and Economics, Minoring in Information Technology
The Summit Country Day School 2006 — 2010
Blue Chip Marketing Worldwide May 2015 - August 2015
Murray Hotel - Mackinac Island May 2014 - August 2014
Q10 Capital LLC June 2011 - August 2013
Fleet Feet Sports August 2010 - August 2012
mgmt-one September 2011 - March 2012
The Walnut Group September 2011 - March 2012
Skills
Project Management, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Social Media Outreach, Social Media Advertising, Sales Management, Operations Management, Statistical Modeling, Statistical Tools, Economics, Economic Development, Economic Research, Sports Management, Sports Marketing, Sports Coaching, Public Relations, Public Speaking, Microsoft Excel, Microsoft Office, Radio Producing, Radio Advertising, Problem Solving, Management, Sales, Facebook, Marketing, Social Networking, Event Planning, Research, Leadership, PowerPoint, Microsoft Word, Customer Service, Teamwork, Twitter, Time Management, Instagram
Education
Indiana State University 2013 — 2016
Marketing, Marketing Management, Junior
Miami University 2012 — 2013
Bachelor's degree, Marketing/Marketing Management, General, Freshman
Indian Hill High School 2009 — 2012
Frederic H. Mayerson Group 1983 - Present
The Walnut Group 1993 - Present
Mayerson Strategic Services & Consulting Group 1983 - Present
Maywic Select Investments 2013 - Present
Education
University of Michigan 1968 — 1971
Juris Doctor (JD), Law
Fellowship to the World Court at The Hague
Miami University 1964 — 1968
Bachelor of Science, Business
Society Talent June 2015 - Present
Society Talent June 2013 - Present
mgmt-one September 2010 - August 2012
The Walnut Group September 2010 - August 2012
Deweys Pizza March 2009 - August 2011
Skills
Time Management, Leadership, People-oriented, Persistence, Work Effectively, Sports, Engaging Speaker, PowerPoint, Facebook, Efficiency, Organization, Entrepreneurship, Management, Music Industry, Public Speaking
Education
University of Kentucky 2011 — 2015
Bachelor’s Degree, Business Administration and Management, General
Indian Hill High School 2007 — 2011
BB&T June 2015 - Present
The Bank of Kentucky August 2012 - Present
U.S. Bank April 2010 - August 2012
Gerner & Kearns Co. LPA November 2009 - April 2010
The Walnut Group November 2007 - November 2009
Skills
Customer Service, Banking, Credit, Commercial Banking, Commercial Lending, Loans, Management, Small Business Lending
Education
Brown Mackie College-Cincinnati 2009 — 2011
Associate of Applied Business, Paralegal Studies
Morgan Stanley Private Wealth Management July 2015 - Present
Morgan Stanley Wealth Management June 2014 - July 2014
The Walnut Group June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel
Education
University of Cincinnati 2013 — 2015
Marietta College 2011 — 2013
Indian Hill High School
Blue Chip Venture Company October 2013 - Present
Blue Chip Venture Company November 2011 - September 2013
The Walnut Group May 2000 - October 2012
Axcess Financial May 2008 - May 2009
ATM Exchange 2006 - 2007
Skills
Financial Management, Financial Planning, Excel, Analysis, Financial Analysis, Accounting, Financial Reporting, QuickBooks, Process Improvement, Bookkeeping, General Ledger, Account Reconciliation, Accounts Payable, Banking, Venture Capital, Cash Management, Financial Accounting, Payroll, Private Equity, Small Business, Variance Analysis, Cash Flow, Journal Entries, Internal Controls, Business Valuation, Financial Statements, Mergers & Acquisitions, Strategic Financial..., Managerial Finance
Education
Northern Kentucky University 2001 — 2005
MBA, General
Franklin College 1993 — 1997
BA, Accounting/Business
State Industrial Products February 2013 - Present
YOR Health May 2008 - Present
The Walnut Group November 2009 - July 2010
The Jordan Company September 2008 - February 2009
AIG Royal Alliance March 2007 - September 2008
Skills
CRM, Logistics, Customer Service, Management, Shipping, Business Development, Manufacturing, Social Networking, Marketing, Team Building, Time Management, Coaching, Sales Management, Training
Education
Ball State University 2001 — 2005
Family and Consumer Science, Apparel Design/ Marketing Minor
Indianapolis Colts January 2015 - May 2015
Harvard University August 2011 - November 2014
Hellman Jordan Management Co. June 2014 - August 2014
Sallie Mae - UPromise Investments Inc. June 2013 - August 2013
The Walnut Group May 2012 - July 2012
"The Ride" Season 2, Reality TV Show May 2010 - July 2010
Skills
Time Management, Leadership, Teamwork, Social Networking, PowerPoint, Event Planning, Social Media, Microsoft Word, Customer Service, Data Analysis
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), Sociology/Economics
Massage Envy Spa March 2015 - Present
Saks Fifth Avenue April 2014 - November 2014
The Walnut Group April 2013 - September 2013
Skills
Retail, Customer Service, Sales, Blogging, Marketing
Education
University of Cincinnati 2011 — 2015
Bachelor’s Degree, Communication, General
Florence University of the Arts 2013 — 2014
Bachelor’s Degree, Communication, General
University of Alabama 2011 — 2012
Bachelor’s Degree, Communication, General
General Electric (GE) May 2015 - August 2015
Reach Usa January 2014 - October 2014
University of Cincinnati Athletic Department January 2013 - December 2013
The Walnut Group January 2013 - May 2013
University of Cincinnati Athletic Department January 2013 - May 2013
Skills
Marketing, Marketing Communications, Sports Marketing, Product Marketing, Customer Service, Sports Management, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Leadership, Accounting, Marketing Strategy, Financial Services, Corporate Finance, Sales Promotion, Email Marketing, Microsoft Word, Spanish, Public Speaking, Social Media, Event Planning
Education
University of Cincinnati College of Business 2013 — 2016
Bachelor’s Degree
Decker Building Group LLC. May 2008 - Present
Ohio Senate (Bill Seitz Office) May 2015 - June 2015
The Walnut Group June 2013 - July 2013
Collins Inc April 2011 - May 2011
Skills
Leadership, Management, Strategy, Budgets, Marketing, Sales, Start-ups, Budgeting, Finance, Time Management
Education
Stetson University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Family Enterprise
The Alternative Board - Denver West April 2015 - Present
Compass Group Ltd. January 2010 - Present
818 Venture Partners, LLC. 2006 - 2009
Steiner + Assoc. 2001 - 2006
The Walnut Group 1999 - 2001
FGCI 1993 - 1999
San Francisco Production Group 1989 - 1993
DDB Needham Worldwide 1984 - 1988
Lowe and Partners Worldwide 1981 - 1984
Skills
Retail, Morale, Start-ups, Inventory Management, Customer Service, Leadership Development, Executive Coaching, Business Planning, Management Consulting, Strategic Planning, Change Management, Leadership, Turn Around Management, Retail Consulting, Organizational Change, Turnarounds, Mentoring, Retail Analytics, Retail Sales Analysis, Negotiation, Operations Management, Sales, Public Speaking, Business Development, Management, Organizational..., Team Building, Process Improvement, Training, Coaching, Consulting, Entrepreneurship, Business Strategy, Advertising, Analytics, Small Business, Strategy, Marketing Strategy, Contract Negotiation, Project Planning, Budgets, Social Networking, Team Leadership, Social Media Marketing, Public Relations, Forecasting, Executive Management, Brand Development
Education
Hobart and William Smith Colleges 1977 — 1981
BS, Economics / Urban Studies
The Albany Academy 1964 — 1977
American Money Management Corporation September 2012 - Present
Blue Chip Venture Company May 2012 - September 2012
The Walnut Group January 2011 - September 2012
Cincinnati Bell May 2009 - January 2011
The Walnut Group September 2005 - February 2009
Alpine Investors September 2004 - March 2005
Great American Financial Resources June 2003 - September 2004
Skills
Financial Modeling, Financial Planning, Alternative Investments, Valuation, Mergers, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Investments, Private Equity, Forecasting, Credit Analysis, Credit Risk, Credit Derivatives, Investment Banking, Strategy, Venture Capital, Mergers & Acquisitions, Accounting, Analysis
Education
University of Cincinnati College of Business 2001 — 2006
BBA, Finance, Real Estate
Consolidated Metal Products, Inc October 2010 - Present
The Walnut Group March 1998 - November 2010
Star Bank, NA March 1992 - March 1998
Bank One June 1983 - March 1992
Skills
Mergers, Strategic Planning, Financial Analysis, Due Diligence, New Business Development, Business Planning, Corporate Finance, Team Building, Venture Capital, Financial Modeling, Start-ups, Business Valuation, Executive Management, Mergers & Acquisitions, Leadership, Manufacturing
Education
Indiana University - Kelley School of Business 1986 — 1988
MBA, Finance
Indiana University Bloomington 1986 — 1988
MBA, Finance
University of Cincinnati 1979 — 1983
BBA, Finance/Insurance
University of Cincinnati College of Business 1979 — 1983
Bachelor of Business Administration (BBA), Finance
Pure Romance July 2012 - Present
Bistro Group October 2008 - July 2012
Cincinnati Museum Center November 2002 - October 2008
The Walnut Group April 1999 - March 2002
Globe Business Resources December 1993 - October 1998
sena weller rohs williams 1992 - 1993
Federated Department Stores/Macy's October 1986 - September 1989
Chemed Corporation June 1985 - August 1986
Price Waterhouse August 1981 - August 1983
coopers and lybrand 1978 - 1979
Skills
Strategic Planning, Budgets, Managerial Finance, Mergers, Non-profits, Fundraising, Divestitures, Restructuring, Customer Service, Team Building, Acquisition Integration, Due Diligence, Venture Capital, Acquisitions, Leadership, Financial Analysis, Negotiation, Executive Management
Education
University of Cincinnati College of Law 1989 — 1992
JD, LAW
Harvard Business School 1983 — 1985
MBA, BUSINESS
University of Cincinnati College of Business 1977 — 1981
BBA, Business
CMHS, Inc. January 2013 - Present
CMHC, INC February 2006 - December 2012
The Walnut Group January 2004 - January 2006
Contract January 1992 - December 2003
LeBlond Makino Machine Tool Company January 1990 - November 1991
J.M. Peters May 1988 - December 1989
Skills
Employee Relations, Employee Benefits, Human Resources, Benefits Administration, HRIS, Unemployment, Workers Compensation, Onboarding, Time Study, Financial Analysis, Communication, Account Reconciliation, Health Insurance, Flexible Spending..., Life Insurance, LTD, Retirement Benefits, Personnel Management, Interviews, Leadership, Payroll, Temporary Placement, ADP Payroll, Labor Relations, FMLA
Education
Miami University
BS Business, Human Resources