Winter Harbor LLC
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Winter Harbor LLC Employees
Employee
Years
Job
Industry
Jeff Horine Jeff Horine's Winter Harbor LLC Experience September 2012 - October 2014
Job Chief Executive Officer at SPR Advanced Technologies, Inc.
Industry Biotechnology
Experience
SPR Advanced Technologies, Inc. October 2014 - Present
Winter Harbor LLC September 2012 - October 2014
Village Products, Inc. October 2002 - August 2012
Integres Global Logistics, Inc. March 2000 - March 2002
Citadel Investment Group April 1998 - January 2000
Skills
Budgets, Start-ups, Private Equity, Leadership, Strategy, Internal Controls, Strategic Planning, Mergers, Financial Analysis, Financial Modeling, Negotiation, Due Diligence, Microsoft Excel, Business Strategy, Project Management, Change Management, Microsoft Office, New Business Development, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Accounting
Florida State University 1982 — 1986
BS, Finance and Accounting
SPR Advanced Technologies, Inc. October 2014 - Present
Winter Harbor LLC September 2012 - October 2014
Village Products, Inc. October 2002 - August 2012
Integres Global Logistics, Inc. March 2000 - March 2002
Citadel Investment Group April 1998 - January 2000
Skills
Budgets, Start-ups, Private Equity, Leadership, Strategy, Internal Controls, Strategic Planning, Mergers, Financial Analysis, Financial Modeling, Negotiation, Due Diligence, Microsoft Excel, Business Strategy, Project Management, Change Management, Microsoft Office, New Business Development, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance and Accounting
Florida State University 1982 — 1986
BS, Finance and Accounting
Mason Hickman Mason Hickman's Winter Harbor LLC Experience December 2012 - Present
Job Manager at Winter Harbor LLC
Industry Financial Services
Experience
Winter Harbor LLC December 2012 - Present
Floyd Advisory, LLC January 2011 - December 2012
Hillview Golf Course 2002 - 2010
Zbylut Motor Works September 2007 - September 2008
Skills
Excel, PowerPoint, Investments, Financial Analysis, Forensic Accounting, Business, Financial Modeling, Valuation, Accounting, Business Valuation, Microsoft Office, Due Diligence, SEC filings, Corporate Finance, Microsoft Word, Data Analysis, Data Modeling, Microsoft Excel, Time Management, Finance
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics
University of Massachusetts, Amherst 2007 — 2010
BBA, Finance & Economics
Lynnfield High School 2002 — 2007
Winter Harbor LLC December 2012 - Present
Floyd Advisory, LLC January 2011 - December 2012
Hillview Golf Course 2002 - 2010
Zbylut Motor Works September 2007 - September 2008
Skills
Excel, PowerPoint, Investments, Financial Analysis, Forensic Accounting, Business, Financial Modeling, Valuation, Accounting, Business Valuation, Microsoft Office, Due Diligence, SEC filings, Corporate Finance, Microsoft Word, Data Analysis, Data Modeling, Microsoft Excel, Time Management, Finance
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
BBA, Finance, Economics
University of Massachusetts, Amherst 2007 — 2010
BBA, Finance & Economics
Lynnfield High School 2002 — 2007
Steven Marrone Steven Marrone's Winter Harbor LLC Experience January 2003 - October 2004
Job Artist
Industry Arts and Crafts
Experience
Self-employed June 2000 - Present
Nick Orso's Bodyshop January 2005 - September 2006
Winter Harbor LLC January 2003 - October 2004
Skills
Metal Fabrication, MIG welding, ASE Certified, Spot Welding, Arc Welding, Metalworking, Collision, Refinishing, Fiberglass, English wheel, Power Hammer, Tig welding, Team Leadership, Digital Photography, Digital Painting, Adobe Design Programs, 3D Studio Max, Computer Hardware, Computer Repair, Computer Graphics, Oil Painting, Interior Design, Staining, Photo Restoration, Automotive Restoration, File Systems, Hardwood Flooring, Abstract Paintings, Landscape Painting, Portrait Painting, Electronics Repair, Software Installation, Data Recovery
Education
Onondaga Community College 2007 — 2009
Associate's degree, Fine and Studio Arts, Multimedia Design, Graphic Design
Wyoming Technical Institute 2002 — 2004
Associate's Degree Automotive Technology / Chassis Fabrication / Street Rod Restoration, Restoration, Refinishing, Sheet Metal Fabrication, Welding
Self-employed June 2000 - Present
Nick Orso's Bodyshop January 2005 - September 2006
Winter Harbor LLC January 2003 - October 2004
Skills
Metal Fabrication, MIG welding, ASE Certified, Spot Welding, Arc Welding, Metalworking, Collision, Refinishing, Fiberglass, English wheel, Power Hammer, Tig welding, Team Leadership, Digital Photography, Digital Painting, Adobe Design Programs, 3D Studio Max, Computer Hardware, Computer Repair, Computer Graphics, Oil Painting, Interior Design, Staining, Photo Restoration, Automotive Restoration, File Systems, Hardwood Flooring, Abstract Paintings, Landscape Painting, Portrait Painting, Electronics Repair, Software Installation, Data Recovery
Education
Onondaga Community College 2007 — 2009
Associate's degree, Fine and Studio Arts, Multimedia Design, Graphic Design
Wyoming Technical Institute 2002 — 2004
Associate's Degree Automotive Technology / Chassis Fabrication / Street Rod Restoration, Restoration, Refinishing, Sheet Metal Fabrication, Welding
Bruce Meier Bruce Meier's Winter Harbor LLC Experience June 2014 - Present
Job Managing Director at Winter Harbor LLC
Industry Management Consulting
Experience
Winter Harbor LLC June 2014 - Present
Alvarez & Marsal March 2008 - June 2014
Zolfo Cooper March 1999 - February 2008
PwC October 1997 - February 1999
Arthur Andersen LLP December 1993 - October 1997
Skills
Restructuring, Acquisition Integration, Due Diligence, Financial Modeling, Debt Restructuring, Valuation, Turn Around Management, Mergers & Acquisitions, Private Equity, Corporate Finance, Forensic Accounting, Divestitures, Business Strategy, Finance, Business Planning, Strategy
Education
Hofstra University - MBA, Accounting 1992 — 1993
MBA, Accounting
Loyola College in Maryland 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Winter Harbor LLC June 2014 - Present
Alvarez & Marsal March 2008 - June 2014
Zolfo Cooper March 1999 - February 2008
PwC October 1997 - February 1999
Arthur Andersen LLP December 1993 - October 1997
Skills
Restructuring, Acquisition Integration, Due Diligence, Financial Modeling, Debt Restructuring, Valuation, Turn Around Management, Mergers & Acquisitions, Private Equity, Corporate Finance, Forensic Accounting, Divestitures, Business Strategy, Finance, Business Planning, Strategy
Education
Hofstra University - MBA, Accounting 1992 — 1993
MBA, Accounting
Loyola College in Maryland 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Omer Ozgozukara Omer Ozgozukara's Winter Harbor LLC Experience 2015 - Present
Job Director at Winter Harbor
Industry Financial Services
Experience
Winter Harbor LLC 2015 - Present
Mesirow Financial 2012 - 2015
Huron Consulting Group 2007 - 2012
Deutsche Bank 2003 - 2005
Skills
Restructuring, Refinancings, Cash Management, Bankruptcy, Operational Turnaround, DIP Financing, Financial Modeling, Corporate Finance, Strategic Planning, Valuation, Mergers & Acquisitions, Debt Restructuring, Strategy, Finance, Due Diligence, Private Equity, Business Valuation, Investment Banking, LBO, Capital Markets, M&A experience, Acquisition Integration, Corporate Development, Venture Capital, Divestitures, Financial Analysis, DCF, Hedge Funds, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Winter Harbor LLC 2015 - Present
Mesirow Financial 2012 - 2015
Huron Consulting Group 2007 - 2012
Deutsche Bank 2003 - 2005
Skills
Restructuring, Refinancings, Cash Management, Bankruptcy, Operational Turnaround, DIP Financing, Financial Modeling, Corporate Finance, Strategic Planning, Valuation, Mergers & Acquisitions, Debt Restructuring, Strategy, Finance, Due Diligence, Private Equity, Business Valuation, Investment Banking, LBO, Capital Markets, M&A experience, Acquisition Integration, Corporate Development, Venture Capital, Divestitures, Financial Analysis, DCF, Hedge Funds, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2007
Master of Business Administration (MBA), Finance
Dalton Edgecomb Dalton Edgecomb's Winter Harbor LLC Experience January 2012 - Present
Job Member & Managing Director at Winter Harbor LLC
Industry Financial Services
Experience
Winter Harbor LLC January 2012 - Present
Huron Consulting Group January 2007 - December 2011
Glass & Associates March 2005 - December 2006
Loughlin Meghji + Company February 2002 - February 2005
Skills
Restructuring &..., Interim Management..., M&A Advisory Services, Bankruptcy
Education
Husson College 1982 — 1986
Bachelor of Science, Accounting
Winter Harbor LLC January 2012 - Present
Huron Consulting Group January 2007 - December 2011
Glass & Associates March 2005 - December 2006
Loughlin Meghji + Company February 2002 - February 2005
Skills
Restructuring &..., Interim Management..., M&A Advisory Services, Bankruptcy
Education
Husson College 1982 — 1986
Bachelor of Science, Accounting
Nicholas Vara Nicholas Vara's Winter Harbor LLC Experience July 2015 - August 2015
Job Summer Intern at Winter Harbor LLC
Industry Financial Services
Experience
Winter Harbor LLC July 2015 - August 2015
Trust and Fiduciary Management Services June 2014 - August 2014
Big Night Entertainment Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Providence College 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance/Economics, Senior
Medfield High School 2008 — 2012
Winter Harbor LLC July 2015 - August 2015
Trust and Fiduciary Management Services June 2014 - August 2014
Big Night Entertainment Group May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
Providence College 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Finance/Economics, Senior
Medfield High School 2008 — 2012
Sean Galligan's Winter Harbor LLC Experience October 2013 - Present
Job
Industry Management Consulting
Experience
Winter Harbor LLC October 2013 - Present
Skills
Restructuring, Accounting, SEC reporting, Financial Analysis, Financial Modeling, Excel, Data Analysis, SEC filings, Management, Mergers & Acquisitions, Analysis, Financial Reporting, Bankruptcy, Forensic Accounting
Education
Providence College 1997 — 2001
BS
Winter Harbor LLC October 2013 - Present
Skills
Restructuring, Accounting, SEC reporting, Financial Analysis, Financial Modeling, Excel, Data Analysis, SEC filings, Management, Mergers & Acquisitions, Analysis, Financial Reporting, Bankruptcy, Forensic Accounting
Education
Providence College 1997 — 2001
BS
Shaun Martin's Winter Harbor LLC Experience January 2012 - Present
Job Managing Director at Winter Harbor
Industry Financial Services
Experience
Winter Harbor LLC January 2012 - Present
Huron Consulting Group January 2007 - December 2011
Glass & Associates, Inc. 2002 - 2006
Fisher Scientific International 2000 - 2002
ICF Kaiser International, Inc. 1996 - 2000
Lockheed Martin 1993 - 1996
Education
University of Massachusetts at Amherst - Isenberg School of Management
Winter Harbor LLC January 2012 - Present
Huron Consulting Group January 2007 - December 2011
Glass & Associates, Inc. 2002 - 2006
Fisher Scientific International 2000 - 2002
ICF Kaiser International, Inc. 1996 - 2000
Lockheed Martin 1993 - 1996
Education
University of Massachusetts at Amherst - Isenberg School of Management
Karina L. Stoltz's Winter Harbor LLC Experience August 2012 - October 2013
Job Restructuring and Transaction Advisory Services
Industry Financial Services
Experience
Advanced Heart and Medical Center November 2013 - Present
Winter Harbor LLC August 2012 - October 2013
Huron Consulting Group August 2006 - May 2012
Skills
Restructuring, Financial Modeling, Due Diligence, Business Valuation, Financial Analysis, Management Consulting, M&A experience, Financial Structuring, Business Strategy, Managerial Finance, Strategic Financial...
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Accounting
Boston University 1993 — 1997
B.A., Economics and International Relations
Advanced Heart and Medical Center November 2013 - Present
Winter Harbor LLC August 2012 - October 2013
Huron Consulting Group August 2006 - May 2012
Skills
Restructuring, Financial Modeling, Due Diligence, Business Valuation, Financial Analysis, Management Consulting, M&A experience, Financial Structuring, Business Strategy, Managerial Finance, Strategic Financial...
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Accounting
Boston University 1993 — 1997
B.A., Economics and International Relations
Matthew Caiazza's Winter Harbor LLC Experience June 2013 - December 2013
Job Managing Member/GM at Paul's Beverage Company LLC
Industry Consumer Goods
Experience
Paul's Beverage Company LLC December 2013 - Present
Winter Harbor LLC June 2013 - December 2013
The Meridian Group May 2008 - June 2013
Emess Design Group, LLC September 2005 - September 2007
Atlantic Luggage Co./Austin House Travel Essentials March 2004 - September 2005
Caiazza USA, Inc September 1990 - January 2003
Skills
Strategy, Management, Leadership, Forecasting, Product Development, P&L Management, Marketing Strategy, Marketing, Integrated Marketing, Change Management, B2B, Sales
Education
John Carroll University 1985 — 1989
BS, Economics
Paul's Beverage Company LLC December 2013 - Present
Winter Harbor LLC June 2013 - December 2013
The Meridian Group May 2008 - June 2013
Emess Design Group, LLC September 2005 - September 2007
Atlantic Luggage Co./Austin House Travel Essentials March 2004 - September 2005
Caiazza USA, Inc September 1990 - January 2003
Skills
Strategy, Management, Leadership, Forecasting, Product Development, P&L Management, Marketing Strategy, Marketing, Integrated Marketing, Change Management, B2B, Sales
Education
John Carroll University 1985 — 1989
BS, Economics
Todd Michalik's Winter Harbor LLC Experience March 2014 - Present
Job Director at Winter Harbor, LLC
Industry Financial Services
Experience
Winter Harbor LLC March 2014 - Present
PCS, LLC April 2012 - March 2014
CRG Partners 2001 - April 2012
Ernst & Young 1999 - 2000
Skills
Cash Flow Forecasting, Cash Management, Bankruptcy, Turnaround Strategy, Business Transition..., Liquidation, M&A execution, Distressed M&A, Variance Analysis, Exit Strategies, Working Capital..., Divestitures, Aquisition, Operating Budgets
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Mathematics
Winter Harbor LLC March 2014 - Present
PCS, LLC April 2012 - March 2014
CRG Partners 2001 - April 2012
Ernst & Young 1999 - 2000
Skills
Cash Flow Forecasting, Cash Management, Bankruptcy, Turnaround Strategy, Business Transition..., Liquidation, M&A execution, Distressed M&A, Variance Analysis, Exit Strategies, Working Capital..., Divestitures, Aquisition, Operating Budgets
Education
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Mathematics