Advantage Capital Partners
Advantage Capital Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advantage Capital Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advantage Capital Partners Salaries. You can even request information on how much does Advantage Capital Partners pay if you want to. Learn about salaries, pros and cons of working for Advantage Capital Partners 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!
83 Advantage Capital Partners employees in database. Find out everything there's to know about Advantage Capital Partners 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.
Advantage Capital Partners Employees
Advantage Capital Partners March 2015 - Present
Stone Carlie November 2013 - February 2015
BC Teezone November 2009 - February 2013
Carthage Intellectual Capital Management December 2011 - September 2012
Brown Shoe Company June 2011 - August 2011
Stifel Financial Corp. May 2010 - August 2010
Stifel Financial Corp. May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Strategy, Social Media, Retail, Accounting, Entrepreneurship, Sales, Financial Analysis, Leadership, Financial Modeling, Investments, Budgets, Finance, Capital Markets, Strategic Planning, Business Development, New Business Development, Risk Management, Corporate Finance, Management, Forecasting, Mergers & Acquisitions, Business Planning, Start-ups, Due Diligence, Management Consulting, Data Manipulation, Analysis, Venture Capital, Valuation, Business Strategy, Securities, Alternative Investments, Portfolio Management, Hedge Funds, Bloomberg
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science, Finance and General Management
Chaminade College Preparatory School 2002 — 2009
Advantage Capital Partners January 2015 - Present
Skills
Strategic Planning, Financial Modeling, Entrepreneurship, Leadership, Budgets, Financial Analysis, New Business Development, Research, Project Planning, Private Equity, Management, Fundraising, Nonprofits, Data Analysis, Investments, Business Strategy, Microsoft Excel, Market Research, Analysis, Team Leadership, Strategy, Competitive Analysis, Management Consulting
Education
San Diego State University-California State University
BS, Finance, Astronomy
University of Richmond - Robins School of Business
Executive Education, Leadership Development
Advantage Capital Partners May 2013 - Present
Rejuvenate Salon & Spa 2011 - 2013
Sanborn 2006 - 2008
Advanced Lipo Dissolve Center 2005 - 2006
Skills
Customer Service, Advertising, Business Development, Corporate Communications, Public Relations, Marketing, Event Planning, Project Management, Corporate Development, Marketing Strategy, Leadership, Strategic Planning, Social Networking, Marketing Communications, Budgets, Social Media Marketing, Event Management, New Business Development, Negotiation, Editing, Training, Microsoft Excel, Fundraising, Account Management, Team Building, Public Speaking, Customer Satisfaction, Recruiting, Sales, Nonprofits, Finance, Human Resources, Start-ups
Education
Lindenwood University
Bachelor of Arts (BA), Business/Corporate Communications
State of Missouri Office of Administration December 2013 - Present
Jefferson City Convention & Visitors Bureau September 2011 - December 2013
Advantage Capital Partners September 2010 - December 2013
Acumen Corporation June 2005 - August 2010
Cumulus Broadcasting June 2004 - June 2005
Skills
Public Relations, Social Media, Strategic Communications, Internal Communications, Wordpress, Press Releases, Media Relations, Crisis Communications, Adobe Creative Suite, Event Planning, Public Speaking, Blogging, Marketing, Newsletters, Advertising, WordPress, Photography, Management, Social Media Marketing, Event Management, Marketing Communications, Social Networking, Editing, Editorial, Corporate Communications
Education
University of Missouri-Columbia 2000 — 2004
B.A., Communications
Seraph Group June 2015 - Present
Alimera Sciences, Inc. (NASDAQ: ALIM) March 2013 - June 2015
Peoples Health February 2012 - January 2013
The Shaw Group September 2007 - February 2012
Stewart Capital, LLC February 2007 - September 2007
Enhanced Capital Partners February 2001 - December 2006
Advantage Capital Partners December 1997 - February 2001
Kushner LaGraize, LLC June 1996 - December 1997
Skills
SEC filings, SOX Compliancy, Financial Reporting, Budgets, Internal Controls, General Ledger, Management, Accounting, Corporate Tax, Corporate Finance, Financial Audits, Finance, Sarbanes-Oxley Act, SEC Filings, Internal Audit, Auditing
Education
Louisiana State University
Bachelor of Science
Newtown High School
Newtown, Connecticut
Argent Capital Management, LLC 2012 - Present
Advantage Capital Partners 2010 - May 2012
Colliers International f/k/a EVS Realty Advisors May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Valuation, Microsoft Excel, Forecasting, Investments, Equities
Education
University of Missouri-Columbia
Finance and Banking
Advantage Capital Partners May 2015 - Present
Southern Methodist University September 2013 - December 2014
Europe Economics June 2014 - July 2014
Carmody MacDonald May 2013 - August 2013
Italgrani USA July 2012 - August 2012
Skills
Finance, Corporate Law, Economics, Microsoft Excel, Financial Modeling, Data Analysis, Financial Analysis, Analysis, Corporate Finance, Valuation, Leadership, Teamwork, Bloomberg, Time Management, Investments, Strategic Planning, Financial Accounting
Education
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Southern Methodist University
Bachelor of Science, Economics; Finance Applications
HEG Efficient Energy LLC October 2014 - Present
Ictineo Capital Meaningful Investments June 2013 - October 2014
Homa Energy September 2012 - June 2013
Banco Santander Mexico November 2009 - September 2012
Ixe Grupo Financiero January 2007 - November 2009
Advantage Capital Partners October 2005 - January 2007
Skills
Corporate Finance, Financial Analysis, Business Strategy, Financial Modeling, Portfolio Management, Valuation, Banking, Risk Management, Strategic Planning, Business Planning, Negotiation, Investments, Análisis financiero, Elaboración de modelos..., Estrategia empresarial, Finanzas, Finanzas corporativas, Negociación, Planificación..., Management Consulting, Project Management
Education
Universidad Iberoamericana, Ciudad de México 2003 — 2008
Ingenieria Industrial
Rockwood Asset Management June 2014 - Present
IronRock Capital Partners May 2013 - Present
Advantage Capital Partners May 2012 - May 2013
Skills
Project Management, Executive Support, Event Planning, Event Management, Corporate Events, Executive Calendar..., Strategic Communications, Project Coordination, Meeting Planning, Budgets, Proposal Writing, Social Media Marketing, Fundraising, Social Networking
Education
University of Missouri-Columbia 2009 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Advantage Capital Partners January 2009 - Present
Deutsch Kerrigan & Stiles January 2003 - December 2008
Earth Search, Inc. 2000 - 2003
Skills
Due Diligence, Mergers, Litigation, Intellectual Property, Trials, French Language Skills
Education
The University of Texas at Dallas 1998 — 2000
Master of Arts, Humanities--History of Ideas
Newcomb College-Tulane University 1991 — 1994
Bachelor of Arts, Medieval Studies, History
Advantage Capital Partners June 2013 - Present
US Bancorp Community Development Corporation June 2011 - June 2013
US Bancorp Community Development Corporation August 2008 - June 2011
Bank of America May 2006 - August 2008
Skills
Financial Analysis, Legal Research, Business Relationship..., Tax, Databases, Asset Managment, Investor Relations, Banking, Due Diligence, Portfolio Management, Financial Modeling, Risk Management, Real Estate, Relationship Management, Financial Risk, Asset Management, Tax Credits, Credit, Commercial Lending, Loans
Education
Southeast Missouri State University - Harrison College of Business 2008 — 2010
Master of Business Administration (MBA)
University of Missouri-Saint Louis 2005 — 2007
BSBA, Business / Finance
AccuReg Front-End Revenue Cycle Solutions December 2014 - Present
Medical Nutrition Services, LLC January 2013 - Present
The Ashcroft Law Firm, LLC January 2012 - January 2013
Advantage Capital Partners December 2010 - January 2012
Moore Solutions, Inc. January 2010 - December 2010
DailyAccess Corporation April 2008 - January 2010
Synovus February 2001 - April 2008
MacKay Shields LLC May 1999 - June 2000
Dalton, Greiner, Hartman, Maher & Co., LLC April 1997 - May 1999
JPMorgan Chase December 1991 - April 1997
Skills
Healthcare Information..., Management, Investments, Informatics, Financial Advisory, Nutrition, Financial Analysis, Process Improvement, Strategic Planning, Project Management, HIPAA, Leadership, Healthcare Analytics, Innovation, Revenue Cycle Management, Research, Sales, Marketing, Agile Project Management, Lean Software..., Metabolic Syndrome, Cardiometabolic Risk, Clinical Decision..., Data Warehousing, Mentoring, Coaching, Fitness, Behavior Change, Predictive Analytics, Wellness, Lifestyle Coaching, Health Savings Accounts, Accountable Care, NCQA, HEDIS, Diabetes, Chronic Kidney Disease, Business Intelligence, Telemedicine, Computer Network..., User Interface Design, Asset Management, Start-up Ventures, Software Procurement, Medical Records, New Technology..., Business Analysis, Healthcare, HL7, EMR
Education
Northwestern University 2011 — 2012
Masters of Science, Medical Informatics
Creighton University 1985 — 1989
BSBA, Finance
Bernhard Capital Partners September 2013 - Present
Greentech Capital Advisors 2013 - Present
Atlantic Power Corporation 2010 - Present
EHS Partners 2008 - Present
IFM Investors 2009 - 2013
Essential Power, LLC 2008 - 2013
Advantage Capital Partners 2009 - 2011
KKR 2005 - 2009
Cinergy Corp. (NYSE: CIN) 2001 - 2005
LG&E and KU Energy LLC 1998 - 2001
Education
Tulane University - A.B. Freeman School of Business 1976 — 1978
Master of Business Administration (MBA), Finance
University of Virginia 1972 — 1976
Bachelor of Arts (BA) with Distinction, Government and Economics
Advantage Capital Partners June 2015 - Present
O'Keefe 2011 - June 2015
Getzler Henrich & Associates 2008 - 2011
Mars Equities, Inc. 2002 - 2008
Fleetcommunity.com 2000 - 2002
Ridge Capital Corp 1994 - 1999
Davenport Management 1991 - 1993
Security Pacific 1990 - 1991
Ernst & Whinney 1985 - 1986
Skills
Due Diligence, Mergers & Acquisitions, Restructuring, Private Equity, Turn Around Management, Strategy, Finance, Business Strategy, Venture Capital, Strategic Planning, Financial Analysis, Business Acquisition, Start-ups, Corporate Development, Angel Investing, Corporate Finance, Business Valuation, Marketing Strategy, Valuation, Growth Management, Consumer Products, Change Management, Operational Due..., Organizational..., Executive Management, Food & Beverage, Food Industry, Customer Profitability, Internet Strategy, Agribusiness, Fundamental Analysis, Acquisitions, Portfolio Management, Business Planning, Financial Modeling, Acquisition Integration, Investments, Company Turnaround, Profitability..., Private Equity/Venture..., product line..., Business Change..., Financial Projections, Bank Financing, Early Stage Investment, M&A experience, Negotiation, Capital, Management Consulting, Asset Based Lending
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Marketing
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
Advantage Capital Partners May 2014 - Present
The Limited May 2012 - November 2012
State Farm May 2011 - March 2012
Skills
Social Networking, Social Media, Accounting, Hospitality Management, Hospitality, Goal Oriented, Customer Service, PowerPoint, Teamwork, Event Planning, Microsoft Word, Microsoft Office, Leadership, Time Management, Research, Facebook, Microsoft Excel
Education
Florida State University 2010 — 2014
Bachelor's Degree, Finance, General
Anheuser-Busch April 2012 - Present
Advantage Capital Partners October 2005 - April 2012
Skills
Private Equity, Tax Law, Mergers, International Tax, Venture Capital, Corporate Finance, Tax Credits, Tax Incentives, Community Development..., New Markets Tax Credits, Partnership Taxation, Pass-through Entities, State Tax, Corporate Tax, M&A experience, Transfer Pricing, Due Diligence, Financial Analysis, Mergers, Tax Advisory, Management, Accounting, Financial Modeling, Tax, Financial Reporting, Mergers & Acquisitions, Finance
Education
Washington University in St. Louis 2004 — 2005
LL.M., Tax
University of Denver - Sturm College of Law 2001 — 2004
J.D., Tax, Corporate Law
Tulane University 1996 — 2000
B.A., Economics & Political Science
Greenough September 2015 - Present
Atlas Advanced Pyrotechnics, Inc. June 2012 - Present
TurningArt August 2014 - January 2015
Optaros January 2014 - August 2014
HubSpot August 2012 - January 2014
Greenough January 2011 - July 2012
Idea-Ware LLC August 2010 - January 2011
Advantage Capital Partners June 2009 - August 2009
Advantage Capital Partners June 2008 - August 2008
Skills
Social Media Marketing, Social Networking, Public Relations, Marketing, Media Relations, Inbound Marketing, Digital Marketing, Lead Generation, Corporate Communications, Marketing Communications, Inbound Lead Generation, Online Lead Generation, Leadership, Google Analytics, Start-ups, Marketing Strategy, Content Marketing
Education
Hobart and William Smith Colleges 2006 — 2010
BA, Economics, Public Policy Studies
Pancreatic Cancer Action Network New Orleans July 2015 - Present
Advantage Capital Partners December 2012 - Present
InState Partners March 2013 - Present
Skills
Public Relations, Press Releases, Media Relations, Strategic Communications, Social Media, Event Planning, Newsletters, Event Management, Internal Communications, Advertising, Microsoft Excel, Digital Marketing, Digital Photography, Photography, Photoshop, InDesign, Case Studies, Small Business, New Markets Tax Credits, WordPress, Social Networking, Crisis Communications, Marketing, Facebook, Social Media Marketing, Nonprofits, Strategic Planning, Fundraising, Leadership, Research, Blogging
Education
Tulane University 2008 — 2011
BA, Public Relations, Marketing
Palomar College 2005 — 2008
AA, Liberal Arts
Poway High School
Advantage Capital Partners April 2015 - Present
Advantage Capital Partners April 2013 - March 2015
Advantage Capital Partners May 2012 - August 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Finance, Economics, Real Estate, Microsoft Excel, Microsoft Office, Due Diligence, Underwriting, iLevel, Strategy
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and Finance with emphasis in Real Estate
Christian Brothers College High School 2004 — 2008
Brentwood Associates January 2015 - Present
Advantage Capital Partners February 2013 - September 2014
Unique Creations Company March 2012 - December 2012
Mad Love Events January 2012 - October 2012
GreenLifestyles Film Festival December 2011 - October 2012
UCLA Anderson Executive Education January 2011 - January 2012
Skills
Program Management, Marketing, Nonprofits, Training, Photoshop, PowerPoint
Education
University of California, Los Angeles 2007 — 2011
B.A., Sociology
Advantage Capital Partners May 2013 - Present
Junior Enterprise Desautels September 2013 - April 2014
Desautels Management Leadership Seminar August 2013 - April 2014
Lake George Steamboat Company June 2008 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Research, Organizational..., Business Strategy, Marketing Strategy, French, Management, Market Research, Data Analysis, Investments, Start-ups, Corporate Finance
Education
McGill University 2011 — 2015
Bachelor of Commerce (BCom), Finance
Advantage Capital Partners March 2015 - Present
Advantage Capital Partners April 2014 - Present
Advantage Capital Partners May 2011 - March 2014
Sigma Phi Epsilon January 2010 - May 2011
Sigma Phi Epsilon June 2009 - January 2010
Sigma Phi Epsilon June 2008 - June 2009
UPS June 2006 - May 2007
Skills
Strategic Planning, Public Speaking, Leadership, Financial Analysis, Entrepreneurship, Research, Microsoft Excel, Business Strategy, Financial Modeling, Budgets, Data Analysis, PowerPoint, Finance, Mergers & Acquisitions, Fundraising, Microsoft Office, Microsoft Word, Start-ups, Business Development, Access, Investments, Analysis, Private Equity, Due Diligence, Recruiting, Student Development, Nonprofits, Training, Mentoring, Leadership Development, Personal Development
Education
University of Richmond - Robins School of Business 2008 — 2009
Executive Education, Effective Communication and Leadership
The Ohio State University 2004 — 2008
Bachelor in Science, Business Finance
Copley High School 2000 — 2004
High School Diploma
Advantage Capital Partners August 2014 - Present
Citadel Commercial Lending, LLC April 2010 - August 2014
Emery Fed October 2011 - November 2011
Apex Lending September 2007 - March 2010
OakTree Mortgage February 2002 - September 2007
J Michael Patrick November 1999 - February 2002
Kenny Securities Corp. February 1994 - February 1999
Skills
SBA, SBA 504, Apartments, Warehouse Lending, Construction Loans, Commercial Lending, Commercial Real Estate, Multi-user, Owner Occupied, Equipment Loans, Single Tenant, Small Business Lending, Asset Based Lending, Real Estate Lending, First Time Home Buyers, Finance, Real Estate, Mortgage Lending, Banking, FHA, Investments, Funding, Small Business, Loans, Residential Homes, Investment Properties, Loan Origination, Mergers, USDA, Sales
Education
Washington University in St. Louis 1985 — 1988
Boston College 1984 — 1985
Chaminade College Prep 1980 — 1984
Our Lady of Pillar
Spoede School
Gateway Center for Giving October 2013 - Present
Advantage Capital Partners November 2007 - September 2013
Washington University in St. Louis 2003 - 2010
City and County of San Francisco, Office of the Treasurer 1998 - 2002
City and County of San Francisco, Board of Supervisors 1997 - 1998
SNR Denton 1995 - 1997
Skills
Public Policy, Public Affairs, Strategic Planning, Non-profits, Public Relations, Entrepreneurship, Research, Public Speaking, Press Releases, Editing, Nonprofits, Policy Analysis, Strategy, Media Relations, Politics, Philanthropy, Strategic Communications
Education
University of California, Berkeley - School of Law 1992 — 1995
J.D.
Harvard University 1985 — 1989
A.B.
Capital One January 2015 - Present
Capital One June 2014 - Present
Advantage Capital Partners May 2013 - December 2013
Thompson Street Capital Partners January 2013 - April 2013
Olin Business School 2012 - 2013
Standard & Poor's May 2012 - July 2012
China Banking Regulatory Commission May 2011 - June 2011
Tsing Catpial April 2011 - May 2011
PwC January 2010 - March 2010
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Equity Research, Credit Rating, Microsoft Excel, Financial Accounting, IFRS, Competitive Analysis, Mergers & Acquisitions, Risk Management, Auditing, Analysis, Economics, Strategy, Investment Banking, Financial Reporting
Education
Washington University in St. Louis - Olin Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Supply Chain Management, 2014
Washington University in St. Louis - Olin Business School 2011 — 2014
Master of Accounting, Accounting, 2014
Renmin University of China 2007 — 2011
Bachelor of Science in Economics, Finance
Harris Winick Harris LLP February 2012 - Present
Missouri State Public Defender September 2010 - December 2010
Advantage Capital Partners July 2010 - September 2010
Quinn for Illinois May 2010 - July 2010
McGuireWoods May 2009 - July 2009
U.S. Attorney's Office - Western District of North Carolina May 2008 - July 2008
Hughes Hubbard & Reed LLP July 2005 - June 2007
Enhanced Capital Partners June 2004 - August 2004
Skills
Business Litigation, Legal Research, Private Equity, Commercial Litigation
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
Washington University in St. Louis School of Law 2007 — 2011
JD
Harvard University 2001 — 2005
BA, Economics
Albany High School 1997 — 2001
Advantage Capital Partners October 2014 - Present
Financial Consultant April 2012 - September 2014
Crestmark Bank May 2010 - April 2012
Gulf Coast Business Credit November 2002 - April 2010
Hibernia National Bank 1998 - 2002
Hibernia National Bank 1993 - 1998
Skills
Commercial Finance, Credit, Financial Modeling, Factoring, Credit Risk, Lines Of Credit, Asset Based Lending, Small Business Lending, Trade Finance, Risk Management, Financial Analysis, Commercial Banking, Loans, Strategic Planning, Funding, Portfolio Management, Underwriting, Credit Analysis, Commercial Lending, Loan Origination, Due Diligence, Accounts Receivable, Finance, Financial Services, Financial Risk, Small Business, Mortgage Lending, Cash Flow, Team Building, Consumer Lending, Corporate Finance, Middle Market, Negotiation, Workout, Sales Management, Banking, New Business Development, Treasury Management, Mergers & Acquisitions, Financial Structuring, Cash Management, Working Capital..., Restructuring, Structured Finance, Strategic Financial..., Executive Management, Private Equity, Relationship Management, Commercial Mortgages, Investments
Education
Loyola University New Orleans 1985 — 1987
Finance
Loyola University New Orleans
St Joseph high school
St Joseph high school
St Joseph high school
safeHands, LLC March 2015 - Present
Rocky Vista University July 2014 - Present
Alvaedu, Inc. April 2014 - February 2015
Kaplan September 2008 - March 2014
Advantage Capital Partners September 1999 - September 2008
TateWen Trading Company d/b/a AmeriSeam December 1995 - March 1999
Gemini Consulting / The MAC Group September 1991 - July 1995
Andersen Consulting 1986 - 1989
Skills
Portfolio Management, Venture Capital, Corporate Development, Entrepreneurship, Start-ups, Mergers, High Performance Teams, Private Equity, Mergers & Acquisitions, Strategy, Strategic Planning, Executive Management, Business Development, Strategic Partnerships, Business Strategy, Due Diligence, Financial Modeling, Competitive Analysis, Management Consulting, Business Planning, Product Management, Valuation, Corporate Finance, Leadership, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management
Yale University 1982 — 1986
B.S., Computer Science
Immovable Property Fund August 2014 - Present
Ship Tech Services January 2015 - Present
The Dog Stop April 2015 - Present
Global Innovation Summit September 2013 - Present
Village Capital March 2014 - August 2014
Murphy, Rogers, Sloss & Gambel May 2013 - August 2013
Advantage Capital Partners May 2013 - July 2013
Skills
Entrepreneurship, Venture Capital, Due Diligence, Legal Research, Corporate Finance, Business Strategy, Financial Analysis, Real Estate, Mergers & Acquisitions, Legal Writing, Fundraising, Tax Credits, Budgets, Social Media, State and Local Tax Law, Corporate Law, Real Estate Law, Website Creation, Impact Investing, Speech Writing, Business Planning, Marketing Strategy, WordPress, Google Analytics, Start-ups, Tax Credit Financing, Financial Modeling, Private Placements, Private Equity
Education
Louisiana State University, Paul M. Hebert Law Center 2011 — 2014
J.D./D.C.L, Corporate Law, Real Estate Law, Tax Law
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Universidad de Salamanca 2009 — 2009
Spanish Emersion Program
Jesuit High School New Orleans 2003 — 2007
Magna Cum Laude
Advantage Capital Partners June 2015 - Present
Chicago Innovation Exchange September 2014 - December 2014
Equator Capital Partners June 2014 - August 2014
Pi Investments February 2014 - June 2014
ISI Group March 2011 - June 2013
UBS Investment Bank March 2010 - March 2011
UBS Investment Bank November 2008 - March 2010
UBS Investment Bank July 2007 - November 2008
Skills
Venture Capital, Impact Investing, Financial Modeling, Equity Research, Financial Analysis, Investment Banking, Private Equity, Term Sheets, Due Diligence, Valuation, Corporate Finance, Financial Institutions, Healthcare Information..., Cleantech
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA) with Honors, Statistics and Econometrics, Entrepreneurship, Finance, Managerial and Organizational Behavior
Harvard University 2003 — 2007
Arts Bachelors, cum laude, Economics
Astrina, Inc. 2002 - Present
NYU Stern School of Business 2002 - 2007
Advantage Capital Partners 1998 - 2002
DoubleClick April 1997 - October 1998
Skills
Venture Capital, Private Equity, Valuation, Due Diligence, Corporate Finance, Investments, Portfolio Management, Financial Services, Corporate Development, Financial Modeling, Entrepreneurship, Mergers, Litigation Support, Intellectual Property..., Recapitalizations, Asset Allocation, 409A, FAS 141, Fairness Opinions, ipo, Expert Witness, Secondaries, Start-up Ventures, Securitization, Intangible Assets, Board of Director..., professor, Turnaround Experience, Patent valuation, Semiconductors, Term Sheets, Angel Investing, Investment Due Diligence, M&A Due Diligence, Estate Planning, Licensing, IPO, Intellectual Property, Mergers & Acquisitions, Board of Directors, Finance, Funding, Strategic Partnerships, M&A experience, Financial Advisory, Private Placements, Capital, LBO, Alternative Investments, Venture Financing
Education
University of Pennsylvania - The Wharton School 1992 — 1995
MBA, Finance, Economics
Duke University
BSE, Electrical Engineering
University of Pennsylvania
PhD, Finance, Economics and History of Technology
Advantage Capital Partners January 2008 - Present
A.G. Edwards & Sons, Inc. July 2007 - December 2007
Mindseye Group June 2006 - May 2007
Fitch Ratings July 2001 - September 2004
Skills
Private Equity, Financial Analysis, Financial Modeling, Project Management, New Markets Tax Credits, Business Analysis, Business Strategy, Underwriting, Venture Capital
Education
Washington University in St. Louis - Olin Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Northwestern University 1997 — 2001
Bachelor of Arts (B.A.), Economics, Business Institutions
Advantage Capital Partners June 2015 - Present
FirstMerit Bank April 2011 - February 2015
Geauga Savings Bank October 2009 - March 2011
AmTrust Bank July 2008 - December 2008
Andover Bank October 1997 - June 2008
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Small Business Lending, Banking, Credit Analysis, Underwriting, Portfolio Management, Consumer Lending, Credit Risk, Mortgage Lending, Lines Of Credit, Financial Analysis, Risk Management, Commercial Mortgages, Retail Banking, Asset Based Lending, Treasury Management, Cash Management, SBA, Finance, Insurance, Loan Origination, Mergers & Acquisitions, Leadership
Education
Tiffin University
MBA, Management
Kent State University 1995 — 1998
BBA, Finance
University of Mount Union 1993 — 1995
Finance
Grand Valley High School 1989 — 1993
High School, College Prep
Cleveland Bridge Builders
Class of 2013
Microgrid Energy September 2015 - Present
FTL Capital October 2012 - August 2015
Advantage Capital Partners December 2011 - October 2012
Rockwood Asset Management, LLC August 2011 - September 2012
Skills
Microsoft Office, Project Management, Networking, Customer Service, Office Administration, Salesforce.com, Social Networking, Windows, IT Management, QuickBooks, Inventory Management, QuickBase, Organization, Troubleshooting & issue..., Technical Support, OS X, Peachtree, Event Planning, Leadership, Microsoft Excel, PowerPoint, Management
Education
Washington University in St. Louis
BS, Communications
Moberly Area Community College 2009 — 2010
AB, Business Administration and Management
The Harker School April 2015 - Present
The Obadiah Group LLC March 2000 - Present
Feed My Starving Children December 2011 - May 2013
Randolph-Macon Academy July 2008 - February 2010
Culver Academies 2001 - 2002
Morgan Stanley March 1997 - March 1999
Culver Academies August 1995 - June 1996
Advantage Capital Partners March 1994 - August 1995
Cargill July 1992 - October 1993
Rabun Gap-Nacoochee School August 1989 - June 1992
Skills
Hedge Funds, Selling, MBS, Corporates, Municipal Bonds, Leadership, Capital Markets, Public Speaking, Strategic Planning, Fundraising, Coaching, Investments, Marketing, Business Strategy, Team Building, Program Management, Event Planning, Investment Banking, Portfolio Management, Alternative Investments, Community Development, Research, Strategic Financial..., Nonprofits, Community Outreach, Strategy, Social Networking, Business Development, Insurance, Entrepreneurship, Private Equity, Wealth Management, Capital, Start-ups, Fixed Income, Venture Capital, Mergers & Acquisitions, Corporate Development, Executive Management, Investment Management, Due Diligence, Private Placements, Securities, Asset Management, Strategic Partnerships, Investor Relations, Emerging Markets, Asset Allocation, Economics, Investment Strategies
Education
The American College 2004 — 2005
Chartered Life Underwriter (CLU), Estate Planning
The American College 2003 — 2004
Chartered Financial Consultant (ChFC), Retirement Income Planning and Wealth Management
Wesleyan University 1989 — 1992
MA, History
University of Michigan 1976 — 1979
BA, Economics and Russian Language
Bowdoin College 1975 — 1976
Economics and Russian Language
Wilton High School 1971 — 1975
Diploma, Russian Language and Literature
Wells Fargo Advisors August 2011 - Present
Standing Partnership July 2010 - August 2011
Advantage Capital Partners June 2007 - July 2010
Osborn & Barr Communications 2006 - 2007
Slack Barshinger & Partners 2004 - 2006
Skills
Strategic Communications, Media Relations, Internal Communications, Public Relations, Integrated Marketing, Social Media, Corporate Communications, Press Releases, Strategic Planning, Marketing Communications, Marketing Strategy, Crisis Communications
Education
University of Missouri-Columbia 2000 — 2004
Bachelor of Arts, Communication
Advantage Capital Partners July 2015 - Present
Sugar Creek Capital August 2007 - July 2015
Rosenblum, Goldenhersh, Silverstein & Zafft, P.C. September 2001 - August 2007
Rosenblum, Goldenhersh, Silverstein & Zafft, P.C. May 2000 - September 2001
Skills
Tax Credits, Affordable Housing, Real Estate Economics, Real Estate Transactions, Partnership Taxation, Tax Law, Tax, Due Diligence, Historic Rehabilitation..., Loans, Real Estate Financing, LIHTC, Real Estate, Structured Finance, Nonprofits, Tax Accounting, Corporate Tax, Real Estate Finance, Affordable Housing...
Education
Washington University in St. Louis School of Law 2002 — 2006
LLM, Taxation
Saint Louis University School of Law 1998 — 2001
JD, Law
Syracuse University 1995 — 1998
BA, Psychology
Chamber Music Society of St. Louis July 2013 - Present
USO of Missouri, Inc. January 2013 - Present
Value Builders 2013 - Present
kglobal October 2010 - September 2012
Advantage Capital Partners October 2003 - October 2007
St. Louis Symphony Orchestra August 2001 - September 2003
Fleishman-Hillard 1986 - 2000
Education
University of Missouri-Columbia 1977 — 1979
Master of Business Administration (M.B.A.)
University of Missouri-Columbia 1973 — 1977
Bachelor's Degree, Journalism
Eustis Insurance & Benefits July 2011 - Present
Ellsworth Corporation September 2008 - July 2011
Advantage Capital Partners May 2006 - May 2008
Hyatt West Hollywood July 2005 - March 2006
Hyatt Regency June 2004 - July 2005
Skills
Property & Casualty..., Account Management, Customer-focused, Office Management, Training
Education
University of Southern Mississippi 2000 — 2004
Bachelor of Science (BS), Hospitality Administration/Management
Capital One June 2015 - Present
CTS Consulting LLC November 2014 - May 2015
Advantage Capital Partners September 2008 - November 2014
Chase May 2004 - August 2007
Bradford and Sather LLC June 1999 - May 2004
Skills
Commercial Lending, SBA Lending, Outside Sales, Knowledge of Government..., Banking, Commercial Banking, SBA, Credit, Middle Market, Credit Analysis, Asset Based Lending, Financial Analysis, Loan Origination, Loans, Small Business Lending, Corporate Finance, Financial Modeling, Cash Flow Lending, Mergers & Acquisitions, Investments, Commercial Mortgages, Finance
Education
University of Southern Mississippi 1989 — 1993
Bachelor of Science, Business Administration, Finance
Wells Fargo Advisors August 2010 - Present
Advantage Capital Partners October 2008 - March 2010
Public Strategies, Inc. January 2003 - October 2008
Rowe Media Group January 2000 - January 2003
KTVI-TV January 1993 - January 2000
WHBQ-TV January 1987 - January 1993
WHBQ Talk Radio January 1983 - January 1987
Skills
Media Relations, Strategic Communications, Press Releases, Public Relations, Corporate Communications, Strategy, Event Management, Leadership, Publicity
Education
The University of Memphis
Bachelor of Arts (B.A.), Film and Communications
Southwest Missouri State University - Art
Swank Accounting, LLC September 2012 - Present
JBM Consulting, LLC 2011 - 2012
Advantage Capital Partners 2009 - 2010
Ernst & Young May 2007 - September 2008
GunnAllen Financial 1998 - 2006
Skills
Private Equity, Venture Capital, Forecasting, Budgets, Equities, Structured Finance, Real Estate, Alternative Investments, Profit, Return on Investment, Proformas, Solvency, Analysis, Entrepreneurship, Financial Modeling, Management, Financial Analysis, Consulting, Corporate Finance, Business Strategy, Strategic Planning
Education
Certified Public Accountant, CPA 2008 — 2008
CPA, Accounting
University of Notre Dame 2007 — 2008
MSA, Financial Accounting
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Investments and Entrepreneurship
University of Florida 1994 — 1998
BSBA, Finance
Twain Financial Partners August 2014 - Present
Advantage Capital Partners May 2012 - August 2014
RubinBrown LLP September 2007 - May 2012
PwC June 2006 - August 2006
RubinBrown LLP January 2006 - March 2006
Skills
Tax, Microsoft Excel, Tax Accounting, Accounting, Private Equity, Financial Analysis, Partnership Taxation, State Tax, Tax Research, Tax Credits, Partnerships, New Markets Tax Credits, Real Estate, Fixed Assets, QuickBooks, Income Tax, Tax Returns, CPA
Education
University of Missouri-Columbia 2002 — 2007
BSAcc/MAcc, Accountancy - Tax Emphasis, Summa cum laude
Advantage Capital Partners October 2013 - Present
Integrated Health Management July 2012 - October 2013
Skills
Event Planning, Microsoft Office, Market Research, Marketing Strategy, Event Management, Research, Financial Analysis, Public Relations, Blogging, Social Media, Customer Service, Microsoft Excel, Microsoft Word, Sales, Public Speaking, Facebook, PowerPoint, Social Networking, Social Media Marketing, Nonprofits, Fundraising
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Advantage Capital Partners May 2014 - August 2014
Skills
Public Speaking, Legal Writing, Legal Research, Political Communication, Interpersonal Skill, Creative Problem Solving, Mass Communication, History, Policy Analysis, Research
Education
Louisiana State University, Paul M. Hebert Law Center 2013 — 2016
Louisiana State University 2009 — 2012
Bachelor of Arts (BA), Political Communication
Advantage Capital Partners April 2015 - Present
Andrews Kurth LLP September 2013 - April 2015
Advantage Capital Partners October 2012 - April 2013
Andrews Kurth LLP July 2012 - August 2012
Vinson and Elkins May 2012 - June 2012
United States Court of Appeals for the Fifth Circuit May 2011 - June 2011
Raymond James Financial Inc. 2007 - 2010
Skills
Investment Banking, Corporate Law, Capital Markets, Venture Capital, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Financial Accounting, Public Equity Offerings, Private Equity, Private Placements, Technology, Investments, Finance, Structured Finance
Education
Vanderbilt University 2003 — 2006
Bachelor of Science, Economics, Finance
Tulane University Law School 2010 — 2013
J.D., Banking, Corporate, Finance, and Securities Law
Isidore Newman School 1997 — 2003
U.S. Bancorp Community Development Corporation October 2013 - Present
Advantage Capital Partners February 2012 - September 2013
Advantage Capital Partners July 2011 - February 2012
Results Real Estate Services LLC February 2010 - May 2011
University of Missouri March 2008 - December 2009
GSA June 2009 - August 2009
Child Day Care Association June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, iLevel, Underwriting, Lead Generation, Microsoft Office, Property Management, Finance, Business Planning, Portfolio Management, Strategy, Financial Modeling, Venture Capital, Leadership, Management
Education
University of Missouri-Columbia, College of Business 2006 — 2009
Bachelors of Science in Business Administration, Finance and Banking, 4.0 Cumulative GPA
Advantage Capital Partners January 2011 - Present
WestBridge Bank & Trust Company December 2008 - February 2011
Concord Bank March 2008 - November 2008
Missouri State Bank & Trust Company November 1999 - May 2006
Mark Twain Bancshares 1984 - 1997
Skills
Mergers & Acquisitions, Commercial Lending, Credit, Portfolio Management, Strategic Planning, Investments, Finance, Valuation, Loans, Credit Analysis, Asset Management, Financial Analysis, Private Equity, Strategic Financial..., Venture Capital, Banking
Education
Indiana University Bloomington 1982 — 1984
MBA, Finance
Drake University 1978 — 1982
BS, Business Administration
Advantage Capital Partners November 2009 - Present
Florida Prepaid College Board March 2011 - Present
SunTrust Robinson Humphrey July 1985 - February 2009
SunTrust Bank 1985 - 2009
Skills
Private Equity, Investments, Mergers, Investment Banking, Valuation, Due Diligence, Corporate Finance, Credit Analysis, Middle Market, Commercial Banking, Strategy, Business Valuation, Capital Markets, Mergers & Acquisitions, Credit, Business Development, Leveraged Finance, Capital, Commercial Lending, Financial Structuring, Banking, Loans, M&A experience, Entrepreneurship, Finance, Management, Corporate Development, Asset Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Florida 1977 — 1981
BS, Agricultural Economics
U.S. Department of Justice October 2009 - Present
Advantage Capital Partners May 2008 - October 2009
BSWB March 2006 - December 2007
Foley & Lardner 2001 - 2006
Skills
Legal Research
Education
Washington University in St. Louis School of Law 2008 — 2008
LLM, Tax
DePaul University College of Law 1999 — 2002
JD, Law
The Ohio State University 1995 — 1999
BA, Poli Sci
Advantage Capital Partners June 2006 - Present
Trader Publishing Company (Dominion Enterprises) June 2003 - March 2006
Ernst & Young LLP September 1998 - July 2001
Skills
Private Equity, Venture Capital, Corporate Development, Mergers, Due Diligence, Financial Modeling, Valuation, Corporate Finance, Recapitalizations, Capital, M&A experience, Financial Analysis, Middle Market, Investments, Start-ups, Equities, Entrepreneurship, Portfolio Management
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
MBA
University of Notre Dame 1994 — 1998
BBA, Accountancy
Bethpage High School 1990 — 1994
Missouri Hospital Association November 2014 - Present
Monsees & Associates April 2009 - Present
Advantage Capital Partners July 2012 - November 2014
NanoTechnology Enterprise Consortium (NTEC) November 2009 - August 2012
Missouri Technology Corporation August 2006 - April 2009
Governor Matt Blunt January 2005 - August 2006
State of Missouri - Transition Government November 2004 - January 2005
Missourians for Matt Blunt September 2003 - November 2004
President Pro Tem Peter Kinder July 2001 - September 2003
Congressman Kenny Hulshof 1997 - 1999
Skills
Government Liaison, Policy, Economic Development, Government Relations, Public Relations, Government, Public Policy, Legislative Relations, Lobbying, Governmental Affairs, Political Consulting, Public Speaking, Fundraising, Recruiting, Start-ups, Strategic Planning, Grant Writing, Legislation, Strategic Communications, Entrepreneurship, Nonprofits, Leadership, Legal Research, Research, Grassroots Organizing, Community Development, Policy Analysis, Press Releases, Media Relations, Political Campaigns, Politics, Management, Public Affairs, Community Outreach, Speech Writing, Strategy, Corporate Communications, Coalitions, Crisis Communications, Political Communication, Budgets, State Government, Business Development, Venture Capital, Program Development, Event Planning, Federal Government, Grants, Volunteer Management, Grassroots
Education
University of Missouri-Columbia 1988 — 1993
BA, Political Science
Advantage Capital Partners August 2006 - Present
InState Partners October 2012 - Present
Missouri Chamber of Commerce and Industry January 2012 - Present
Missouri Biotechnology Association 2009 - Present
Missouri Chamber of Commerce and Industry January 2005 - August 2006
Missouri Senate 2001 - 2005
Skills
Public Policy, Economic Development, Legislative Relations, Government, Venture Capital, Legislation, Policy, Public Speaking, Policy Analysis, Public Relations, Politics, Corporate Development, Strategic Communications, Entrepreneurship, Corporate Finance, Coalitions, M&A experience, Tax Law, Community Development
Education
Washington University in St. Louis School of Law 2003 — 2004
LLM, Tax
University of Richmond School of Law 1997 — 2000
JD, Law
Université Paris X Nanterre 1999 — 1999
Maitrise DEJEI, International Law
Duke University 1993 — 1997
BA, History, French
Constant Contact July 2014 - Present
Bain & Company July 2010 - July 2014
Bain & Company February 2005 - July 2010
Bain & Company January 2003 - January 2005
Advantage Capital Partners June 2001 - August 2001
Goldman Sachs August 1999 - August 2000
Goldman Sachs August 1997 - August 1999
Skills
Corporate Development, Strategy, Financial Modeling, Acquisition Integration, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Market Entry, Valuation, Growth Strategies, Corporate Finance, Start-ups, Financial Analysis, Management Consulting, Hedge Funds, Private Equity, Product Management, Analytics, Investments, Strategic Planning
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Georgetown University 1993 — 1997
BS
E.L. Vandermeulen High School
J.R. Morgan LLP April 2015 - Present
One West Bank January 2015 - March 2015
Graffagnini, L.C. August 2014 - October 2014
Provosty & Gankendorff LLC January 2014 - May 2014
San Antonio Spurs June 2013 - May 2014
New Orleans Pelicans October 2013 - April 2014
Advantage Capital Partners July 2013 - April 2014
New Orleans Saints September 2013 - January 2014
Provosty & Gankendorff LLC May 2013 - June 2013
Wentwood Capital Advisors, LP 2009 - August 2011
Skills
Legal Research, Financial Analysis, Due Diligence, Legal Writing, Finance, Real Estate, Westlaw, Financial Modeling, Microsoft Office, Public Speaking, Valuation, Credit Analysis, MS Office Suite, Strategic Financial..., Negotiation, Legal Documents, Legal Issues, Investments, Mediation, Underwriting, Financial Reporting, Tax Accounting, Internal Audit, Financial Audits, Foreclosures, HUD Foreclosures, Document Drafting, Contract Writing, Private Equity, Hedge Funds, Investment Management
Education
Tulane Law School 2011 — 2014
JD, Law
University of Maryland - Robert H. Smith School of Business 2002 — 2006
Bachelor of Science, Finance
Advantage Capital Partners June 2012 - Present
Deval, LLC August 2010 - June 2012
Resource Funding, LLC February 2004 - August 2010
Skills
Small Business Lending, Commercial Mortgages, Commercial Lending, Loans, Credit, Asset Based Lending, Mortgage Lending, Credit Analysis, Commercial Banking, Underwriting, Banking, Loan Origination, Portfolio Management, SBA, Refinance, Investments, Financial Analysis, Funding, Mortgage Banking, Real Estate Economics, Real Estate Financing, Due Diligence, Real Estate, Construction Loans, USDA, Mergers, Finance, Commercial Real Estate, Mergers & Acquisitions, Restructuring, Financial Structuring, Cash Flow Lending, Structured Finance, Business Development, Factoring, Consumer Lending, Lines Of Credit, Brokerage, Commercial Finance, Securities, Credit Risk
Education
University of Missouri-Columbia 1987 — 1991
BBA, Finance/Real Estate
Advantage Capital Partners September 2006 - Present
Adams and Reese LLP January 2004 - June 2006
Chaffe, McCall, Phillips, Toler and Sarpy May 1987 - December 2003
Skills
Business Development, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Corporate Finance, Venture Capital, Private Equity, Financial Modeling, Mergers, Corporate Governance, Event Planning, Due Diligence, Corporate Development, Start-ups, Public Speaking, Fundraising, Strategy, Public Policy, Economic Development, Legal Research, Strategic Communications, Valuation, Investment Banking, Investments, Leadership, Business Strategy, Public Relations, Real Estate, Nonprofits
Education
Louisiana State University, Paul M. Hebert Law Center 1984 — 1987
J.D., Law
Louisiana State University 1982 — 1984
BA, Journalism
Tulane University 1981 — 1982
Jesuit High School New Orleans 1976 — 1981
Loyola University Institute of Politics
Fellow
Voodoo Productions 2007 - Present
Advantage Capital Partners April 2002 - Present
Education
University of Louisiana at Lafayette 1993 — 1998
Bachelor of Science (B.S.), Accounting
Jefferson Capital Partners August 2013 - Present
Tulane University January 2014 - Present
Loyola University January 2013 - Present
Association for Corporate Growth July 2011 - August 2013
MSB Fairway Capital Partners January 2011 - October 2012
Advantage Capital Partners August 2007 - December 2010
Ferrara Fire Apparatus September 2006 - May 2007
Howard Weil February 2005 - September 2006
LeCorgne Loewenbaum & Co. July 1999 - February 2005
Southcoast Capital June 1993 - July 1999
Skills
Mergers, Venture Capital, Financial Analysis, Strategic Planning, Corporate Management, Private Equity, Investment Banking, IPO, Equities, Due Diligence, Business Planning, Business Strategy, Corporate Development, Corporate Finance, Valuation, Financial Modeling, Strategy Development, Corporate Governance, P&L Management, Team Building, Financial Planning, Budgeting, Capital, Capital Markets, Mergers & Acquisitions, Management, Entrepreneurship, Executive Management, Finance, Investments, Start-ups, Private Placements, Leadership, Restructuring, Business Valuation, Funding, Leveraged Finance, Capital Raising, Acquisitions, M&A experience
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA, Finance and Marketing
University of Virginia 1985 — 1989
BS, Commerce
Advantage Capital Partners June 1999 - Present
Caringo, Inc. July 2014 - Present
Glori Energy Inc. 2013 - Present
Traxo 2013 - Present
Enersciences Holdings August 2012 - Present
TAS Environmental Services, L.P. 2012 - Present
TurboSquid March 2001 - Present
Skills
Business Development, Corporate Development, Private Equity, Business Strategy, Mergers, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions, Valuation, M&A experience, Strategy, Capital Markets, Recapitalizations, Start-ups, Capital, Middle Market, Corporate Finance, Mezzanine, Angel Investing, Growth Capital, Portfolio Management, Entrepreneurship, IPO, Investment Banking, LBO, Equities, Financial Analysis, Investments, Private Placements, Deal Sourcing
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Business
Wesleyan University 1987 — 1991
BA
Advantage Capital Partners February 2014 - Present
Navigation Capital Partners August 2013 - February 2014
Navigation Capital Partners September 2008 - March 2012
Bear Stearns June 2006 - June 2008
Morgan Keegan August 2004 - December 2005
Bear Stearns May 2005 - August 2005
Education
Brother Martin
Brother Martin
Brother Martin High School
Goizueta Business School, Emory University
1-Year Accelerated Master of Business Administration (MBA)
Rhodes College
BA
Advantage Capital Partners December 2013 - Present
Pulaski Bank June 2006 - December 2013
US Bank 2005 - 2006
William Cameron Engine Company 2001 - 2005
Skills
Credit Analysis, Financial Analysis, Underwriting, Commercial Lending, Risk Management, Banking, Accounting, Portfolio Management, Commercial Banking, Financial Modeling, Small Business Lending, Finance, Loans, Due Diligence, Investments
Education
Saint Louis University 2009 — 2011
MBA
Bucknell University 2001 — 2005
BSBA, Accounting
U.S. Bank June 2015 - Present
Cornerstone Mortgage, Inc. April 2014 - June 2015
Michigan Mutual July 2012 - April 2014
Aurora Bank FSB November 2011 - July 2012
Citi November 2006 - November 2011
Bank of America 2003 - 2006
Advantage Capital Partners 2000 - 2003
Anheuser-Busch Companies 1993 - 1999
Education
Webster University 1985 — 1986
M.A.
Stephens College 1979 — 1983
B.F.A.
LHS
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Stifel Financial Corp. February 2014 - Present
KForce Contractor at Wells Fargo Advisors November 2012 - February 2014
Advantage Capital Partners June 1999 - November 2012
Clean The Uniform Co. May 1997 - May 1999
Shipping Utilities May 1995 - May 1997
Skills
Microsoft Excel, Visio, Outlook, Microsoft Word, Microsoft Exchange, Desktop Publishing, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Access, SQL, SharePoint Services 3.0, Active Directory, Windows Server, InDesign, Windows, Management, Networking, Project Management, Training, Data Analysis
Education
Missouri State University 1988 — 1992
BSW, Social Work
Mobius ABX, LLC December 2014 - Present
UPstart Innovations, LLC May 2014 - Present
LumiLife Management & Consulting, LLC December 2012 - Present
Capital Innovators August 2012 - Present
Gateway VMS December 2010 - Present
BioGenerator April 2013 - December 2014
Edge Process Systems, LLC August 2013 - May 2014
Advantage Capital Partners February 2012 - December 2012
Integrated Project Management April 2010 - March 2012
J&J Pharmaceutical R&D April 2008 - May 2010
Skills
Strategic Planning, Cross-functional Team..., Partnering, Product Development, Life Sciences, Project Management, QuickBase, Database Design, Lifesciences, Process Engineering, Medical Devices, Management, New Business Development, Business Development, Market Research, Strategic Partnerships, Leadership, Program Management, Start-ups, Business Planning, Product Management, Business Strategy, Process Improvement, Analytics, Analysis, Venture Capital, Due Diligence, Six Sigma, Mergers & Acquisitions, Business Analysis, Consulting, Strategy, Entrepreneurship, Operations Management, Commercialization
Education
Washington University in St. Louis - Olin Business School
MBA, Business Administration
Rutgers, The State University of New Jersey-New Brunswick
Entrepreneur Program, Biopharmaceuticals
University of Illinois at Urbana-Champaign
Bachelor of Science, Mechanical Engineering
CitiMortgage August 2013 - Present
Citimortgage July 2012 - August 2013
Citimortgage January 2005 - June 2012
Citimortgage August 2003 - January 2005
Helfrey, Neiers & Jones, P.C. February 2002 - August 2003
Kinexus Corporation, The Witan Group, Morriss Holdings (affiliated entities) May 2000 - February 2002
Advantage Capital Partners September 1997 - May 2000
Skills
Mortgage Lending, Corporate Governance, Paralegal, Legislative Tracking, Project Management, Microsoft Excel, Legal Research, Analysis, Westlaw, Banking, Risk Management, Process Improvement, Mergers & Acquisitions
Education
St. Louis Community College
Associates Degree, Paralegal Studies
Southeast Missouri State University
Bachelor of Science, Business Administration major, Criminal Justice minor
Advantage Capital Partners October 2008 - Present
Skills
Due Diligence, Corporate Development, Mergers & Acquisitions, Financial Modeling, Private Equity, Corporate Finance, Venture Capital
Education
Indiana University Bloomington 1984 — 1985
Master of Business Administration (MBA), Investments and Securities
Miami University 1978 — 1982
Bachelor of Science (BS), Accounting and Finance
Advantage Capital Partners February 2009 - Present
BLX/Ciena Capital 2005 - 2008
Business Loan Express 2002 - 2008
Ciena Capital 2005 - 2007
Zions small business finance 1995 - 1999
Skills
Loans, SBA, Commercial Lending, Construction, Start-ups, Funding, Cash Flow, Credit Analysis, Credit, Mergers & Acquisitions, Portfolio Management, Financial Analysis, Due Diligence, Private Equity, Investments, Venture Capital, Real Estate, Small Business Lending, Corporate Finance, New Business Development, Finance, Valuation, Capital, Business Development, Asset Management, Asset Based Lending, Banking
Education
University of Missouri-Columbia
Advantage Capital Partners December 2008 - Present
Prospect Mortgage, LLC 2008 - 2008
Indymac Bank 2007 - 2008
American Home Mortgage 2003 - 2007
Skills
Journal Entries, Financial Statements, Equities, Accounting, Portfolio Management, Investments, Valuation, Banking, Loans, Financial Analysis, Due Diligence
Education
University of New Orleans 2010 — 2011
Certificate for CPA Candidacy, Accounting
Colorado State University 1997 — 2001
Bachelor of Science, Psychology
Advantage Capital Partners April 2015 - September 2015
CGB Enterprises Inc. January 2010 - August 2014
Skills
Windows 7, Active Directory, Windows XP, Windows Server, Troubleshooting, Computer Hardware, Technical Support, Printers, Software Installation, Servers, Network Administration, Networking, Windows, CompTIA A+, Wireless Networking, Cisco Technologies, CompTIA, CompTIA A Certification, IIS, Microsoft Office, Software Development, Software Documentation, VMware ESX, XP
Education
Southeastern Louisiana University 2005 — 2009
Computer and Information Sciences, General
University of New Orleans
Advantage Capital Partners April 2006 - Present
Resources for Missouri, Inc. September 2000 - March 2006
Education
Southern Illinois University, Edwardsville 1996 — 1998
Bachelor of Science, Business Administration - Finance
MSB Fairway Capital Partnerrs January 2011 - Present
Advantage Capital Partners January 1984 - October 2010
Criterion Venture Partners(Centennial Funds) August 1984 - October 1989
Skills
Financial Analysis, Private Equity, Venture Capital, Corporate Development, Capital, Due Diligence, Mergers, Valuation, IPO, Investment Banking, Corporate Finance, Investments, M&A experience, Financial Modeling, Equities, Recapitalizations, Entrepreneurship, Securitization, Reverse Mergers, Start-ups, Mergers & Acquisitions, LBO, Joint Ventures, Mezzanine, Private Placements, Capital Markets
Education
Wharton School, University of Pennsylvania 1983 — 1984
MBA, Corporate Finance/New Ventures Development
Stanford University 1976 — 1980
BA/BS, Business-Industrial Engineering
Advantage Capital Partners January 2014 - Present
PwC August 2012 - December 2013
Beta Alpha Psi June 2011 - May 2012
PwC June 2011 - August 2011
Beta Alpha Psi September 2010 - April 2011
Students in Free Enterprise (SIFE) September 2010 - April 2011
Students in Free Enterprise (SIFE) September 2008 - April 2009
Education
Truman State University 2011 — 2012
Masters of Accountancy, Tax Accounting
Truman State University 2007 — 2011
Bachelor of Science, Accounting, English Minor
Advantage Capital Partners May 2012 - Present
Avfuel Corporation July 2010 - November 2011
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Emeril's Homebase March 2013 - Present
Advantage Capital Partners August 2009 - April 2011
Earthsavers, Inc. November 2005 - March 2008
China Rose Restaurant August 1997 - August 2005
Skills
Customer Service, Restaurants, Restaurant Management, Food & Beverage, Catering, Wine, Hiring, Menu Development
Education
University of New Orleans
Bachelor of Science (B.S.), Biology, General