Trenwith Group, LLC
Industry: Company
DescriptionFounded: 1981 Parent organization: BDO USA, LLP Subsidiary: BDO Valuation Advisors, LLC
Trenwith Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Trenwith Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Trenwith Group, LLC Salaries. You can even request information on how much does Trenwith Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Trenwith Group, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 Trenwith Group, LLC employees in database. Find out everything there's to know about Trenwith Group, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Trenwith Group, LLC Employees
Employee
Years
Job
Industry
Larry Perkins Larry Perkins's Trenwith Group, LLC Experience 2000 - 2002
Job CEO/Founder at SierraConstellation Partners LLC
Industry Management Consulting
Experience
SierraConstellation Partners LLC January 2013 - Present
Yoonitee September 2013 - Present
Conway MacKenzie, Inc. October 2010 - December 2012
El Molino Advisors January 2007 - October 2010
Alvarez & Marsal 2006 - 2007
Nightingale & Associates 2002 - 2006
Trenwith Group, LLC 2000 - 2002
Trenwith Securities 2000 - 2002
Arthur Andersen LLP 1998 - 2000
Skills
Turnaround, Restructuring, Interim Management, Litigation Support, Brokerage, Business Transformation, Private Equity, Due Diligence, LBO, Buyouts, Financial Modeling, Management, Financial Services, Mergers & Acquisitions, Capital Raising, Strategy, Investment Banking, Private Placements, Portfolio Management, Finance, Investments, Financial Analysis, Corporate Finance, Valuation, M&A experience, Debt Restructuring, Business Valuation, Corporate Development, Cash Flow, Divestitures, Financial Advisory, Turn Around Management, Venture Capital, Start-ups, Capital, Deal Sourcing, Leveraged Finance, Acquisition Integration, IPO, Financial Structuring, Angel Investing, Executive Management, Capital Markets, mergers and acquisitions, Venture Financing, Investor Relations, Board of Directors, Funding, Joint Ventures, Emerging Markets
Education
University of Southern California 1995 — 1998
B.S, Finance and Business Economics
University of Southern California - Marshall School of Business 1995 — 1998
BS, Business Administration - Finance
Polytechnic School
SierraConstellation Partners LLC January 2013 - Present
Yoonitee September 2013 - Present
Conway MacKenzie, Inc. October 2010 - December 2012
El Molino Advisors January 2007 - October 2010
Alvarez & Marsal 2006 - 2007
Nightingale & Associates 2002 - 2006
Trenwith Group, LLC 2000 - 2002
Trenwith Securities 2000 - 2002
Arthur Andersen LLP 1998 - 2000
Skills
Turnaround, Restructuring, Interim Management, Litigation Support, Brokerage, Business Transformation, Private Equity, Due Diligence, LBO, Buyouts, Financial Modeling, Management, Financial Services, Mergers & Acquisitions, Capital Raising, Strategy, Investment Banking, Private Placements, Portfolio Management, Finance, Investments, Financial Analysis, Corporate Finance, Valuation, M&A experience, Debt Restructuring, Business Valuation, Corporate Development, Cash Flow, Divestitures, Financial Advisory, Turn Around Management, Venture Capital, Start-ups, Capital, Deal Sourcing, Leveraged Finance, Acquisition Integration, IPO, Financial Structuring, Angel Investing, Executive Management, Capital Markets, mergers and acquisitions, Venture Financing, Investor Relations, Board of Directors, Funding, Joint Ventures, Emerging Markets
Education
University of Southern California 1995 — 1998
B.S, Finance and Business Economics
University of Southern California - Marshall School of Business 1995 — 1998
BS, Business Administration - Finance
Polytechnic School
Steven Swaim Steven Swaim's Trenwith Group, LLC Experience February 1991 - September 1994
Job Senior Brand Manager at The Infinite Agency
Industry Marketing and Advertising
Experience
The Infinite Agency May 2013 - Present
DPA Branding October 2012 - April 2013
spark360 February 2010 - October 2012
Splash Media 2010 - October 2012
Athena Entertainment 2001 - 2009
HBC Productions 1994 - 2001
Trenwith Group, LLC February 1991 - September 1994
Geneva Capital Markets 1986 - 1992
Skills
Competitive Analysis, Newsletters, Product Marketing, B2B, Sales, Google Docs, Start-ups, Event Planning, Project Management, Radio Broadcasting, Social Media Marketing, Blogging, Social Media, Facebook, SEO, PPC, Digital Marketing, SEM, Web Analytics, Email Marketing, Copywriting, Marketing, Strategy, Advertising, Online Advertising, Media Planning, Google Analytics, Digital Media, Management, Mobile Marketing, Social Networking, Entrepreneurship, Business Development, Online Marketing, Social Media Measurement, Web Marketing, Integrated Marketing, Digital Strategy, YouTube, Interactive Marketing, Content Strategy, Mobile Devices, New Media, Brand Awareness, Google Adwords, Lead Generation, Social Marketing, Viral Marketing, Brand Development, Community Management
Education
Sam Houston State University
MA, History
University of California Riverside
BA, History
The Infinite Agency May 2013 - Present
DPA Branding October 2012 - April 2013
spark360 February 2010 - October 2012
Splash Media 2010 - October 2012
Athena Entertainment 2001 - 2009
HBC Productions 1994 - 2001
Trenwith Group, LLC February 1991 - September 1994
Geneva Capital Markets 1986 - 1992
Skills
Competitive Analysis, Newsletters, Product Marketing, B2B, Sales, Google Docs, Start-ups, Event Planning, Project Management, Radio Broadcasting, Social Media Marketing, Blogging, Social Media, Facebook, SEO, PPC, Digital Marketing, SEM, Web Analytics, Email Marketing, Copywriting, Marketing, Strategy, Advertising, Online Advertising, Media Planning, Google Analytics, Digital Media, Management, Mobile Marketing, Social Networking, Entrepreneurship, Business Development, Online Marketing, Social Media Measurement, Web Marketing, Integrated Marketing, Digital Strategy, YouTube, Interactive Marketing, Content Strategy, Mobile Devices, New Media, Brand Awareness, Google Adwords, Lead Generation, Social Marketing, Viral Marketing, Brand Development, Community Management
Education
Sam Houston State University
MA, History
University of California Riverside
BA, History
Brian Amster Brian Amster's Trenwith Group, LLC Experience 1988 - 1993
Job LED Lighting Energy Expert, CSBA
Industry Electrical/Electronic Manufacturing
Experience
QuaLED Lighting September 2010 - Present
Keller Williams Arizona Realty 2005 - March 2011
GE Capital 2001 - 2003
Kibel Green 1993 - 2000
Trenwith Group, LLC 1988 - 1993
WTCI 1985 - 1987
WTCI 1985 - 1987
Skills
Energy Efficiency, Analysis and design of..., Energy, New Business Development, Marketing, Lighting, Analysis, Commercial Real Estate, Buyer Representation, Entrepreneurship, Selling, Leadership, Construction Management, Business Strategy, LED lighting systems, Construction, Management, Sales Operations, Customer Service, Product Development, Public Speaking, Sustainability, Business Development, Sales
Education
Sustainable Building Advisor Institute 2011 — 2012
CSBA, Sustainability Studies
Arizona State University 1978 — 1982
Organizational Comm, Marketing and Communication
Arcadia High School
QuaLED Lighting September 2010 - Present
Keller Williams Arizona Realty 2005 - March 2011
GE Capital 2001 - 2003
Kibel Green 1993 - 2000
Trenwith Group, LLC 1988 - 1993
WTCI 1985 - 1987
WTCI 1985 - 1987
Skills
Energy Efficiency, Analysis and design of..., Energy, New Business Development, Marketing, Lighting, Analysis, Commercial Real Estate, Buyer Representation, Entrepreneurship, Selling, Leadership, Construction Management, Business Strategy, LED lighting systems, Construction, Management, Sales Operations, Customer Service, Product Development, Public Speaking, Sustainability, Business Development, Sales
Education
Sustainable Building Advisor Institute 2011 — 2012
CSBA, Sustainability Studies
Arizona State University 1978 — 1982
Organizational Comm, Marketing and Communication
Arcadia High School
Kristina Jakstys Kristina Jakstys's Trenwith Group, LLC Experience 2002 - 2006
Job Vice President and Senior Relationship Manager at Northern Trust
Industry Banking
Experience
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Northern Trust May 2013 - Present
US Bank NA 2006 - May 2013
Trenwith Group, LLC 2002 - 2006
BDO USA, LLP 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Strategic Planning, Financial Modeling, Financial Analysis, Mergers, Commercial Banking, Banking
Education
Illinois Wesleyan University
Bachelor of Business Administration (BBA), Accounting & Economics
Cheryl Giddens Cheryl Giddens's Trenwith Group, LLC Experience 2005 - 2006
Job CFO at Fisher Cohen Waldman Shapiro, LLP
Industry Accounting
Experience
S-K Partners, Ltd. January 2014 - Present
Fisher Cohen Waldman Shapiro, LLP September 2012 - Present
CAR Consulting, Inc. January 1996 - Present
CCP, Inc., Financial Planning and Investment Services 2006 - 2009
Trenwith Group, LLC 2005 - 2006
Frost Ruttenberg and Rothblatt 2004 - 2006
Jerome H. Lipman & Co, Ltd. 1996 - 2004
Berger Goldstein & Co. 1991 - 1996
Coopers & Lybrand Consulting 1988 - 1991
Skills
Financial Analysis, Due Diligence, Accounting, Auditing, CPA, Management Consulting, Litigation Support, Business Valuation, Business Planning, Budgets, Compliance, CFO, Operations Management, Human Resources, Fraud, Banking, Finance, Analysis, Strategic Financial..., Management
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1998
BS, Accountancy
Kellogg Graduate School of Management 1993 — 1996
MBA, Finance, Management, Organizational Behavior
S-K Partners, Ltd. January 2014 - Present
Fisher Cohen Waldman Shapiro, LLP September 2012 - Present
CAR Consulting, Inc. January 1996 - Present
CCP, Inc., Financial Planning and Investment Services 2006 - 2009
Trenwith Group, LLC 2005 - 2006
Frost Ruttenberg and Rothblatt 2004 - 2006
Jerome H. Lipman & Co, Ltd. 1996 - 2004
Berger Goldstein & Co. 1991 - 1996
Coopers & Lybrand Consulting 1988 - 1991
Skills
Financial Analysis, Due Diligence, Accounting, Auditing, CPA, Management Consulting, Litigation Support, Business Valuation, Business Planning, Budgets, Compliance, CFO, Operations Management, Human Resources, Fraud, Banking, Finance, Analysis, Strategic Financial..., Management
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1998
BS, Accountancy
Kellogg Graduate School of Management 1993 — 1996
MBA, Finance, Management, Organizational Behavior
Marty Wisott, CFA, ASA Marty Wisott, CFA, ASA's Trenwith Group, LLC Experience 2002 - 2006
Job Business Valuation Professional
Industry Financial Services
Experience
Rocky Mountain Business Valuation September 2007 - Present
GHP Horwath, P.C. 2007 - 2008
Quist Valuation 2006 - 2007
Trenwith Group, LLC 2002 - 2006
BDO Seidman, LLP 1999 - 2002
JPMorgan Chase 1995 - 1999
Skills
Business Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Litigation Support, Dispute Resolution, Corporate Finance, Mergers, Finance, Small Business, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning
Education
University of Iowa 1990 — 1994
MBA/JD, Finance/Law
Colorado State University 1983 — 1987
B.A., Marketing
Rocky Mountain Business Valuation September 2007 - Present
GHP Horwath, P.C. 2007 - 2008
Quist Valuation 2006 - 2007
Trenwith Group, LLC 2002 - 2006
BDO Seidman, LLP 1999 - 2002
JPMorgan Chase 1995 - 1999
Skills
Business Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Litigation Support, Dispute Resolution, Corporate Finance, Mergers, Finance, Small Business, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning
Education
University of Iowa 1990 — 1994
MBA/JD, Finance/Law
Colorado State University 1983 — 1987
B.A., Marketing
Nancy Smallen Nancy Smallen's Trenwith Group, LLC Experience January 2006 - June 2009
Job Executive Assistant to CEO at Boot Barn
Industry Executive Office
Experience
Boot Barn November 2010 - Present
Quay Financial, LLP December 2009 - May 2010
Trenwith Group, LLC January 2006 - June 2009
TRC Companies, Inc. November 2004 - December 2005
Chef America/Falcon Investment Group November 1991 - October 2004
Skills
Administrative..., Office Management, PeopleSoft, Travel Arrangements, Time Management, Invoicing, Management, Human Resources, Access
Education
University of Phoenix 2008 — 2010
Bachelor, Business Administration/Management
Metropolitan State University of Denver 2001 — 2002
Boot Barn November 2010 - Present
Quay Financial, LLP December 2009 - May 2010
Trenwith Group, LLC January 2006 - June 2009
TRC Companies, Inc. November 2004 - December 2005
Chef America/Falcon Investment Group November 1991 - October 2004
Skills
Administrative..., Office Management, PeopleSoft, Travel Arrangements, Time Management, Invoicing, Management, Human Resources, Access
Education
University of Phoenix 2008 — 2010
Bachelor, Business Administration/Management
Metropolitan State University of Denver 2001 — 2002
Robert Mendeles Robert Mendeles's Trenwith Group, LLC Experience 2003 - 2004
Job Director at Arbor Realty Trust
Industry Financial Services
Experience
Arbor Realty Trust December 2010 - Present
Greystone March 2010 - December 2010
Longview Financial Group September 2008 - March 2010
Boone Opportunity Lenders August 2008 - June 2009
Comvest Capital June 2006 - October 2008
Laurus Capital Management 2004 - 2006
Trenwith Group, LLC 2003 - 2004
CIBC 1999 - 2001
UBS 1993 - 1999
Chase Manhattan Corporation 1982 - 1992
Skills
Financial Structuring, CMBS, Financial Risk, Mezzanine, Asset Management
Education
Chase Credit Training Program 1985 — 1986
Finance
Fordham Gabelli School of Business 1984 — 1986
MBA, Finance
Queens College 1979 — 1982
BA, Economics, Political Science
Arbor Realty Trust December 2010 - Present
Greystone March 2010 - December 2010
Longview Financial Group September 2008 - March 2010
Boone Opportunity Lenders August 2008 - June 2009
Comvest Capital June 2006 - October 2008
Laurus Capital Management 2004 - 2006
Trenwith Group, LLC 2003 - 2004
CIBC 1999 - 2001
UBS 1993 - 1999
Chase Manhattan Corporation 1982 - 1992
Skills
Financial Structuring, CMBS, Financial Risk, Mezzanine, Asset Management
Education
Chase Credit Training Program 1985 — 1986
Finance
Fordham Gabelli School of Business 1984 — 1986
MBA, Finance
Queens College 1979 — 1982
BA, Economics, Political Science
John K. Stroh John K. Stroh's Trenwith Group, LLC Experience 1994 - 1997
Job CEO | COO | SVP Sales & Business Development | MedTech, Life Sciences & HealthCare | Consulting & Private Equity
Industry Medical Devices
Experience
Five Crowns Capital & Global Healthcare Advisors March 2013 - Present
Nanospectra Biosciences Inc. April 2011 - March 2013
Neomatrix LLC November 2007 - March 2011
Kadmus Pharmaceuticals, Inc August 2003 - August 2007
Organon Biosciences/Kadmus Pharmaceuticals, Inc. August 2003 - July 2007
Atairgin Medical (Sold to a Private Equity Firm) September 2001 - August 2003
Roth Capital Partners September 1999 - September 2001
John Nuveen & Co. / U.S. Bancorp Piper Jaffray February 1997 - September 1999
Trenwith Group, LLC 1994 - 1997
Venture Analysis Group January 1990 - December 1994
Skills
Licensing, New Business Development, Relationship Management, Strategic Planning, Corporate Finance, Cross-functional Team..., Strategy, Investment Banking, Mergers & Acquisitions, Strategic Partnerships, Corporate Development, Private Equity, Pharmaceutical Industry, Risk Management, Contract Negotiation, Restructuring, Medical Devices, Start-ups, Entrepreneurship, Business Development, Venture Capital, Commercialization, Mergers, Biotechnology, Lifesciences, Finance, Management, Business Planning, Corporate Governance, Process Improvement, Valuation, Leadership, Executive Management, Operations Management, Investor Relations, P&L Management, Analytics, Strategic Financial..., Investments, Acquisition Integration, Business Strategy, Competitive Analysis, Life Sciences, Financial Planning, Due Diligence, Consulting, Marketing, Product Development, Sales, Marketing Strategy
Education
California State University-Long Beach - College of Business Administration 1978 — 1981
BS-Business, Graduate Business School
California State University-Long Beach 1973 — 1978
BS, Business
Five Crowns Capital & Global Healthcare Advisors March 2013 - Present
Nanospectra Biosciences Inc. April 2011 - March 2013
Neomatrix LLC November 2007 - March 2011
Kadmus Pharmaceuticals, Inc August 2003 - August 2007
Organon Biosciences/Kadmus Pharmaceuticals, Inc. August 2003 - July 2007
Atairgin Medical (Sold to a Private Equity Firm) September 2001 - August 2003
Roth Capital Partners September 1999 - September 2001
John Nuveen & Co. / U.S. Bancorp Piper Jaffray February 1997 - September 1999
Trenwith Group, LLC 1994 - 1997
Venture Analysis Group January 1990 - December 1994
Skills
Licensing, New Business Development, Relationship Management, Strategic Planning, Corporate Finance, Cross-functional Team..., Strategy, Investment Banking, Mergers & Acquisitions, Strategic Partnerships, Corporate Development, Private Equity, Pharmaceutical Industry, Risk Management, Contract Negotiation, Restructuring, Medical Devices, Start-ups, Entrepreneurship, Business Development, Venture Capital, Commercialization, Mergers, Biotechnology, Lifesciences, Finance, Management, Business Planning, Corporate Governance, Process Improvement, Valuation, Leadership, Executive Management, Operations Management, Investor Relations, P&L Management, Analytics, Strategic Financial..., Investments, Acquisition Integration, Business Strategy, Competitive Analysis, Life Sciences, Financial Planning, Due Diligence, Consulting, Marketing, Product Development, Sales, Marketing Strategy
Education
California State University-Long Beach - College of Business Administration 1978 — 1981
BS-Business, Graduate Business School
California State University-Long Beach 1973 — 1978
BS, Business
Becky York's Trenwith Group, LLC Experience 2005 - 2006
Job York Consulting Group, LLC
Industry Investment Banking
Experience
York Consulting Group, LLC April 2006 - Present
Trenwith Group, LLC 2005 - 2006
Duff & Phelps November 1998 - March 2002
Deloitte May 1998 - October 1998
ARTHUR ANDERSEN (Official) July 1996 - April 1998
Iskowitz & Koo February 1992 - June 1996
Deloitte August 1990 - January 1992
American Appraisal, a division of Duff & Phelps May 1988 - July 1990
Skills
Private Equity, Valuation, Financial Analysis, Business Valuation, Corporate Finance, M&A experience, Intangible Assets, Corporate Advisory, Due Diligence, Financial Modeling, Financial Reporting, Investment Banking, Mergers & Acquisitions, Venture Capital, Restructuring, Purchase Price..., Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
M.B.A.
Louisiana State University 1981 — 1985
B.S.
York Consulting Group, LLC April 2006 - Present
Trenwith Group, LLC 2005 - 2006
Duff & Phelps November 1998 - March 2002
Deloitte May 1998 - October 1998
ARTHUR ANDERSEN (Official) July 1996 - April 1998
Iskowitz & Koo February 1992 - June 1996
Deloitte August 1990 - January 1992
American Appraisal, a division of Duff & Phelps May 1988 - July 1990
Skills
Private Equity, Valuation, Financial Analysis, Business Valuation, Corporate Finance, M&A experience, Intangible Assets, Corporate Advisory, Due Diligence, Financial Modeling, Financial Reporting, Investment Banking, Mergers & Acquisitions, Venture Capital, Restructuring, Purchase Price..., Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
M.B.A.
Louisiana State University 1981 — 1985
B.S.
Benjamin Alpert's Trenwith Group, LLC Experience February 2002 - September 2007
Job Senior Research Engineer
Industry Financial Services
Experience
Morningstar September 2007 - Present
Trenwith Group, LLC February 2002 - September 2007
BDO Valuation Advisors, LLC 2002 - 2007
Scudder Funds 1999 - 2000
Skills
Financial Modeling, Valuation, Alternative Investments, Portfolio Management, Strategy, Hedge Funds, Morningstar Direct, Mutual Funds, Investments, Derivatives, Finance, Asset Allocation, Asset Management
Education
Miami University 1995 — 1999
BS, Economics
Morningstar September 2007 - Present
Trenwith Group, LLC February 2002 - September 2007
BDO Valuation Advisors, LLC 2002 - 2007
Scudder Funds 1999 - 2000
Skills
Financial Modeling, Valuation, Alternative Investments, Portfolio Management, Strategy, Hedge Funds, Morningstar Direct, Mutual Funds, Investments, Derivatives, Finance, Asset Allocation, Asset Management
Education
Miami University 1995 — 1999
BS, Economics
Bruce Bingham's Trenwith Group, LLC Experience 2004 - 2006
Job Managing Director at BRG Capstone
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group, LLC 2006 - May 2015
Trenwith Group, LLC 2004 - 2006
BDO Seidman, LLP 1997 - 2004
United States Army May 1968 - 2001
KPMG 1978 - 1995
Education
Yale University - Yale School of Management 1976 — 1978
MPPM
Rutgers University-New Brunswick 1964 — 1968
BA, English, Economics
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group, LLC 2006 - May 2015
Trenwith Group, LLC 2004 - 2006
BDO Seidman, LLP 1997 - 2004
United States Army May 1968 - 2001
KPMG 1978 - 1995
Education
Yale University - Yale School of Management 1976 — 1978
MPPM
Rutgers University-New Brunswick 1964 — 1968
BA, English, Economics
Maureen (Curley) LeBel's Trenwith Group, LLC Experience August 2002 - December 2009
Job Marketing Specialist
Industry Graphic Design
Experience
BDO Consulting 2009 - Present
Trenwith Group, LLC August 2002 - December 2009
Accenture January 2000 - June 2002
Stone & Webster August 1999 - December 1999
Skills
Dreamweaver, Corporate Branding, Creative Direction, User Interface Design, Interaction Design, Brand Implementation, Advertising, Graphic Design, Digital Marketing, Graphics, Digital Media, Branding & Identity, Integrated Marketing, Online Advertising, Collateral, Trade Shows, Brand Development, InDesign, Social Media, Financial Analysis
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Graphic Design
BDO Consulting 2009 - Present
Trenwith Group, LLC August 2002 - December 2009
Accenture January 2000 - June 2002
Stone & Webster August 1999 - December 1999
Skills
Dreamweaver, Corporate Branding, Creative Direction, User Interface Design, Interaction Design, Brand Implementation, Advertising, Graphic Design, Digital Marketing, Graphics, Digital Media, Branding & Identity, Integrated Marketing, Online Advertising, Collateral, Trade Shows, Brand Development, InDesign, Social Media, Financial Analysis
Education
Keene State College 1995 — 1999
Bachelor of Science (B.S.), Graphic Design
Sarra Schuster's Trenwith Group, LLC Experience 1995 - 1999
Job Equity Research Editorial team @ ROTH Capital and CoFounder & CFO at Simply Sweet Apps
Industry Financial Services
Experience
Roth Capital Partners October 2008 - Present
Simply Sweet Apps June 2012 - Present
Jacqueline Jarrot August 2005 - January 2007
PIMCO 2003 - 2003
Tax & Financial Group 1998 - 2002
Trenwith Group, LLC 1995 - 1999
Skills
Series 7, Series 24, Equity Research, Series 63, Series 65, Product Design, Supplier Sourcing, Software Development, Mobile Applications, Business Efficiency, Data Modeling, Marketing Communications, Investment Banking, Bloomberg, Equities, Strategic Planning
Education
LATTC 2004 — 2006
Design
Pepperdine University 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Roth Capital Partners October 2008 - Present
Simply Sweet Apps June 2012 - Present
Jacqueline Jarrot August 2005 - January 2007
PIMCO 2003 - 2003
Tax & Financial Group 1998 - 2002
Trenwith Group, LLC 1995 - 1999
Skills
Series 7, Series 24, Equity Research, Series 63, Series 65, Product Design, Supplier Sourcing, Software Development, Mobile Applications, Business Efficiency, Data Modeling, Marketing Communications, Investment Banking, Bloomberg, Equities, Strategic Planning
Education
LATTC 2004 — 2006
Design
Pepperdine University 2000 — 2002
Bachelor of Science (BS), Business Administration, Management and Operations
Michael P Ghelardi's Trenwith Group, LLC Experience June 2008 - May 2009
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2013 - Present
Ernst & Young January 2011 - August 2013
MarcumRosenfarb, LLC October 2009 - January 2011
Trenwith Group, LLC June 2008 - May 2009
Skills
Business Valuation, Valuation, Due Diligence, Financial Reporting, Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, SEC filings, CPA, Tax, Financial Analysis, Private Equity, US GAAP, Risk Management, Accounting, Auditing, Financial Accounting, IFRS, Restructuring, Internal Audit
Education
Penn State University 2003 — 2007
BS
Thrivent Financial October 2013 - Present
Ernst & Young January 2011 - August 2013
MarcumRosenfarb, LLC October 2009 - January 2011
Trenwith Group, LLC June 2008 - May 2009
Skills
Business Valuation, Valuation, Due Diligence, Financial Reporting, Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, SEC filings, CPA, Tax, Financial Analysis, Private Equity, US GAAP, Risk Management, Accounting, Auditing, Financial Accounting, IFRS, Restructuring, Internal Audit
Education
Penn State University 2003 — 2007
BS
Charlie Stryker's Trenwith Group, LLC Experience 2004 - 2008
Job Managing Director at Capstone Valuation Services, LLC
Industry Financial Services
Experience
Capstone Valuation Services, LLC Director
Trenwith Group, LLC 2004 - 2008
BDO Seidman 1998 - 2004
BDO 1997 - 2004
KPMG LLP (subsequently Bearingpoint LLP) 1987 - 1997
KPMG 1987 - 1997
Standard Research Consultants 1976 - 1987
Education
Baruch College, City University of New York (CUNY) 1974 — 1980
MBA, Finance and Investments
Capstone Valuation Services, LLC Director
Trenwith Group, LLC 2004 - 2008
BDO Seidman 1998 - 2004
BDO 1997 - 2004
KPMG LLP (subsequently Bearingpoint LLP) 1987 - 1997
KPMG 1987 - 1997
Standard Research Consultants 1976 - 1987
Education
Baruch College, City University of New York (CUNY) 1974 — 1980
MBA, Finance and Investments
William Ngo's Trenwith Group, LLC Experience August 2006 - March 2007
Job Investor
Industry Venture Capital & Private Equity
Experience
86 Republic March 2013 - Present
Daiwa Corporate Investment Asia Limited (Hong Kong) July 2009 - March 2013
Mekong Securities March 2007 - January 2009
Trenwith Group, LLC August 2006 - March 2007
University of Notre Dame Endowment (AIM) January 2006 - June 2006
First American Title 2002 - 2004
Oxelis 1999 - 2002
Skills
Valuation, Asset Management, Private Equity, Equity Valuation, Emerging Markets, Venture Capital, Investments, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Equities, Financial Structuring, Mutual Funds, Portfolio Management, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance, 3.76/4.00
University of California, Los Angeles 1994 — 1999
BS, Biology
86 Republic March 2013 - Present
Daiwa Corporate Investment Asia Limited (Hong Kong) July 2009 - March 2013
Mekong Securities March 2007 - January 2009
Trenwith Group, LLC August 2006 - March 2007
University of Notre Dame Endowment (AIM) January 2006 - June 2006
First American Title 2002 - 2004
Oxelis 1999 - 2002
Skills
Valuation, Asset Management, Private Equity, Equity Valuation, Emerging Markets, Venture Capital, Investments, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Equities, Financial Structuring, Mutual Funds, Portfolio Management, Investment Banking
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance, 3.76/4.00
University of California, Los Angeles 1994 — 1999
BS, Biology
Gordon Treco's Trenwith Group, LLC Experience 2007 - 2008
Job Partner, Chessiecap Securities, Inc.
Industry Investment Banking
Experience
Chessiecap Securities, Inc. 2013 - 2014
The Washington Corporation September 2010 - October 2013
Focus Investment Banking 2008 - 2010
Trenwith Group, LLC 2007 - 2008
FBR 2004 - 2007
A Bridge 2002 - 2004
Citi 1985 - 2001
Manufacturers Hanover Trust 1981 - 1985
Skills
Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Financial Modeling, Start-ups, Due Diligence, Valuation, Alternative Investments, Joint Ventures, Hedge Funds, M&A experience, Equities, Corporate Finance, Strategic Planning, Asset Management, Investments
Education
Denison University 1977 — 1981
BA, History
Hawken School
Chessiecap Securities, Inc. 2013 - 2014
The Washington Corporation September 2010 - October 2013
Focus Investment Banking 2008 - 2010
Trenwith Group, LLC 2007 - 2008
FBR 2004 - 2007
A Bridge 2002 - 2004
Citi 1985 - 2001
Manufacturers Hanover Trust 1981 - 1985
Skills
Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Financial Modeling, Start-ups, Due Diligence, Valuation, Alternative Investments, Joint Ventures, Hedge Funds, M&A experience, Equities, Corporate Finance, Strategic Planning, Asset Management, Investments
Education
Denison University 1977 — 1981
BA, History
Hawken School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY