Advisory services
Description
Corporate services are activities that combine or consolidate certain enterprise-wide needed support services, provided based on specialized knowledge, best practices, and technology to serve internal customers and business partners. The term corporate services providers is also used.
Advisory services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisory services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advisory services Salaries. You can even request information on how much does Advisory services pay if you want to. Learn about salaries, pros and cons of working for Advisory services directly from the past employees.
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18 Advisory services employees in database. Find out everything there's to know about Advisory services 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.
Advisory services Employees
Employee
Years
Job
Industry
John A. Terzich John A. Terzich's Advisory services Experience October 2009 - Present
Job Director of Business Development Enterprise Strategic Accounts.
Industry Information Technology and Services
Experience
Network Data Systems, Inc. December 2010 - Present
Network Data Systems, Inc. December 2010 - Present
Advisory Services October 2009 - Present
Kony Solutions May 2010 - December 2010
Workshare February 2009 - May 2010
Lanworth April 2006 - March 2009
MTM August 2004 - May 2006
TSi Chicago June 1995 - August 2004
Sentinel Technologies 1989 - 1994
Skills
Solution Selling, Strategic Planning, Social Media, Mobile Technology, Mobile Device Management, Managed Services, Network Architecture, Network Administration, Infrastructure Projects, Cisco Technologies, Infrastructure, Data Center, Cisco UCS, Cisco IP Telephony..., Juniper, Juniper Switches, Virtualization, Sales Management, Strategic Partnerships, Security, Professional Services, Enterprise Software, Go-to-market Strategy, Unified Communications, SaaS, CRM, Selling, Strategy, Start-ups, Vendor Management, Integration, Sales, Business Development, Cloud Computing, Consulting, VoIP, Channel Partners, Leadership, Demand Generation, Telecommunications, Business Alliances, Management, Partner Management, IT Strategy, Salesforce.com, Disaster Recovery, Pre-sales, Mobile Devices, Storage, Networking
Education
Illinois State University 1984 — 1988
Bachelor of Science, Economics
Illinois State Police Academy, Springfield IL 1985 — 1985
Certified 400 Hour Law Enforcement- Sworn Officer, 400 Hour Local Law Enforement Certifcation
Addison Trail
Addison Trail
Network Data Systems, Inc. December 2010 - Present
Network Data Systems, Inc. December 2010 - Present
Advisory Services October 2009 - Present
Kony Solutions May 2010 - December 2010
Workshare February 2009 - May 2010
Lanworth April 2006 - March 2009
MTM August 2004 - May 2006
TSi Chicago June 1995 - August 2004
Sentinel Technologies 1989 - 1994
Skills
Solution Selling, Strategic Planning, Social Media, Mobile Technology, Mobile Device Management, Managed Services, Network Architecture, Network Administration, Infrastructure Projects, Cisco Technologies, Infrastructure, Data Center, Cisco UCS, Cisco IP Telephony..., Juniper, Juniper Switches, Virtualization, Sales Management, Strategic Partnerships, Security, Professional Services, Enterprise Software, Go-to-market Strategy, Unified Communications, SaaS, CRM, Selling, Strategy, Start-ups, Vendor Management, Integration, Sales, Business Development, Cloud Computing, Consulting, VoIP, Channel Partners, Leadership, Demand Generation, Telecommunications, Business Alliances, Management, Partner Management, IT Strategy, Salesforce.com, Disaster Recovery, Pre-sales, Mobile Devices, Storage, Networking
Education
Illinois State University 1984 — 1988
Bachelor of Science, Economics
Illinois State Police Academy, Springfield IL 1985 — 1985
Certified 400 Hour Law Enforcement- Sworn Officer, 400 Hour Local Law Enforement Certifcation
Addison Trail
Addison Trail
Bryan Weech Bryan Weech's Advisory services Experience April 2014 - Present
Job Exploring New Professional Opportunities
Industry Management Consulting
Experience
Advisory Services April 2014 - Present
Various Ranches 1984 - Present
Holistic Management International September 2014 - June 2015
World Wildlife Fund 2008 - April 2014
Coleman Natural Foods 2005 - 2008
Gelbvieh Profit Partners 2005 - 2006
CattleFax 2002 - 2005
ConAgra Foods 1996 - 2002
Colorado State University 1995 - 1997
Skills
Agriculture, Market Analysis, Analysis, Sustainability, Strategic Planning, Sustainable Development, Sustainable Agriculture, Climate Change, Environmental Policy, Research, Policy Analysis, Environmental Awareness, Natural Resource..., Public Speaking, Ecology, Corporate Social..., Nonprofits, Marketing Strategy, Proposal Writing, Management, Budgets, Leadership, Policy, Strategy, Project Planning, Conservation Issues, Data Analysis, Fundraising, International..., Renewable Energy, Pricing Analysis, Environmental Issues, Social Media, Strategic Partnerships, New Business Development, Agribusiness, Sustainable Business, Energy, Environmental Education, Business Planning
Education
Colorado State University
MBA
Colorado State University
MS, Animal Science
Brigham Young University
BS, Animal Science
Advisory Services April 2014 - Present
Various Ranches 1984 - Present
Holistic Management International September 2014 - June 2015
World Wildlife Fund 2008 - April 2014
Coleman Natural Foods 2005 - 2008
Gelbvieh Profit Partners 2005 - 2006
CattleFax 2002 - 2005
ConAgra Foods 1996 - 2002
Colorado State University 1995 - 1997
Skills
Agriculture, Market Analysis, Analysis, Sustainability, Strategic Planning, Sustainable Development, Sustainable Agriculture, Climate Change, Environmental Policy, Research, Policy Analysis, Environmental Awareness, Natural Resource..., Public Speaking, Ecology, Corporate Social..., Nonprofits, Marketing Strategy, Proposal Writing, Management, Budgets, Leadership, Policy, Strategy, Project Planning, Conservation Issues, Data Analysis, Fundraising, International..., Renewable Energy, Pricing Analysis, Environmental Issues, Social Media, Strategic Partnerships, New Business Development, Agribusiness, Sustainable Business, Energy, Environmental Education, Business Planning
Education
Colorado State University
MBA
Colorado State University
MS, Animal Science
Brigham Young University
BS, Animal Science
Jim Kast Jim Kast's Advisory services Experience 2010 - Present
Job Licensed Agent at Optum
Industry Executive Office
Experience
Optum September 2013 - Present
Colorbit USA July 2012 - Present
Advisory Services 2010 - Present
Document Capture Technologies Inc. 2012 - Present
905 Executive Networking Group 2010 - Present
Dorn Companies August 2013 - April 2014
Info Ark Data Technologies March 2011 - 2013
Brother International Corporation 2008 - 2009
Pentax Imaging Company 2007 - 2008
Pentax Corporation - Tokyo, Japan 2005 - 2007
Skills
Transformational..., Business Acceleration, Vision, Strategy, Organizational..., Execution Excellence, P&L and Operations..., Strategic & Tactical..., Business Intelligence, Financial Intelligence, Revenue Enhancement, Strategic Partnerships, Profit Maximization, Business Management, Team Leadership, Multinational Leadership, Multicultural Leadership, Executive Team Building, Cross-functional Team..., Problem Solving, Business Planning, Change Leadership, Performance Management, Product Management, Product Development &..., Product Marketing, Marketing Strategy, Organizational Change, Organizational..., Mergers, Business Analysis, Budgeting, Risk Management, Mergers & Acquisitions, Restructuring &..., Business Strategy, Global Sales &..., Management, Sales, Business, Expense Management, Operations Management, International Business, Forecasting, Budgets, Leadership, Product Development, Marketing Communications, Program Management, Change Management
Education
Texas A&M University - Mays Business School
MBA, Marketing/Management
Texas A&M University
BS, Agricultural Education
Optum September 2013 - Present
Colorbit USA July 2012 - Present
Advisory Services 2010 - Present
Document Capture Technologies Inc. 2012 - Present
905 Executive Networking Group 2010 - Present
Dorn Companies August 2013 - April 2014
Info Ark Data Technologies March 2011 - 2013
Brother International Corporation 2008 - 2009
Pentax Imaging Company 2007 - 2008
Pentax Corporation - Tokyo, Japan 2005 - 2007
Skills
Transformational..., Business Acceleration, Vision, Strategy, Organizational..., Execution Excellence, P&L and Operations..., Strategic & Tactical..., Business Intelligence, Financial Intelligence, Revenue Enhancement, Strategic Partnerships, Profit Maximization, Business Management, Team Leadership, Multinational Leadership, Multicultural Leadership, Executive Team Building, Cross-functional Team..., Problem Solving, Business Planning, Change Leadership, Performance Management, Product Management, Product Development &..., Product Marketing, Marketing Strategy, Organizational Change, Organizational..., Mergers, Business Analysis, Budgeting, Risk Management, Mergers & Acquisitions, Restructuring &..., Business Strategy, Global Sales &..., Management, Sales, Business, Expense Management, Operations Management, International Business, Forecasting, Budgets, Leadership, Product Development, Marketing Communications, Program Management, Change Management
Education
Texas A&M University - Mays Business School
MBA, Marketing/Management
Texas A&M University
BS, Agricultural Education
David Sharman David Sharman's Advisory services Experience July 2013 - Present
Job Board Member / coCEO at Hibu
Industry Information Technology and Services
Experience
Hibu March 2014 - Present
Advisory services July 2013 - Present
Dex One Corporation September 2010 - May 2013
Isomor LLC 2008 - August 2010
ChoicePoint July 2005 - November 2007
American Management Systems 2000 - 2004
ABP 1998 - 1999
Roland Berger & Partners 1991 - 1997
Strategic Planning Associates 1985 - 1991
Skills
Executive Management, Board of Directors, New Media, Mergers & Acquisitions, Business Strategy, Strategic Partnerships, Product Management, Business Transformation, Corporate Finance, Technology Management, Public Companies
Education
University of Cambridge 1984 — 1985
Post Graduate, Computer Science
University of Cambridge 1981 — 1984
Masters, Mathematics & Theoretical Physics
Hibu March 2014 - Present
Advisory services July 2013 - Present
Dex One Corporation September 2010 - May 2013
Isomor LLC 2008 - August 2010
ChoicePoint July 2005 - November 2007
American Management Systems 2000 - 2004
ABP 1998 - 1999
Roland Berger & Partners 1991 - 1997
Strategic Planning Associates 1985 - 1991
Skills
Executive Management, Board of Directors, New Media, Mergers & Acquisitions, Business Strategy, Strategic Partnerships, Product Management, Business Transformation, Corporate Finance, Technology Management, Public Companies
Education
University of Cambridge 1984 — 1985
Post Graduate, Computer Science
University of Cambridge 1981 — 1984
Masters, Mathematics & Theoretical Physics
Henri Pegeron Henri Pegeron's Advisory services Experience January 2015 - April 2015
Job Product Manager, Derivatives and US Compliance at Fidessa
Industry Financial Services
Experience
Fidessa June 2015 - Present
Advisory Services January 2015 - April 2015
Sapient Global Markets October 2013 - October 2014
Sapient Global Markets February 2012 - October 2013
MarkitSERV September 2009 - February 2012
DTCC March 2007 - September 2009
DTCC January 2006 - September 2009
ISDA January 2004 - December 2005
JPMorgan Chase February 2003 - November 2003
Skills
Derivatives, Business Analysis, Analysis, FpML, Fixed Income, ISDA, Interest Rate..., Equities, Financial Services, Equity Derivatives, Trading Systems, Electronic Trading, VBA, FX Options, Credit Derivatives, Market Data, Swaps, Financial Analysis, Project Management, Management, Back Office, Trading, Capital Markets, Requirements Gathering, Investment Banking, Financial Markets, Risk Management
Education
New York University
Bachelor of Applied Science (B.A.Sc.), Physics and Economics
Fidessa June 2015 - Present
Advisory Services January 2015 - April 2015
Sapient Global Markets October 2013 - October 2014
Sapient Global Markets February 2012 - October 2013
MarkitSERV September 2009 - February 2012
DTCC March 2007 - September 2009
DTCC January 2006 - September 2009
ISDA January 2004 - December 2005
JPMorgan Chase February 2003 - November 2003
Skills
Derivatives, Business Analysis, Analysis, FpML, Fixed Income, ISDA, Interest Rate..., Equities, Financial Services, Equity Derivatives, Trading Systems, Electronic Trading, VBA, FX Options, Credit Derivatives, Market Data, Swaps, Financial Analysis, Project Management, Management, Back Office, Trading, Capital Markets, Requirements Gathering, Investment Banking, Financial Markets, Risk Management
Education
New York University
Bachelor of Applied Science (B.A.Sc.), Physics and Economics
Laura Howard's Advisory services Experience January 2011 - December 2011
Job Enabling Service Provider business opportunities with Unified Communication solutions from Microsoft/Skype
Industry Computer Software
Experience
Microsoft January 2012 - Present
Advisory Services January 2011 - December 2011
ECI Telecom August 2006 - January 2011
Ciena September 2004 - July 2006
ProQuent Systems January 2004 - September 2004
Advisory Services July 2002 - December 2003
Gotham Networks May 2000 - June 2002
Ericsson January 1998 - May 2000
3Com June 1997 - January 1998
US Robotics January 1997 - June 1997
Skills
Marketing, Tele, Public Speaking, Presenting Ideas, Cloud Computing, Product Management, Digital Marketing, Microsoft Lync, Team Building, Product Launch, Social Media, Demand Generation, Team Leadership, International Business, Message Development, Marketing Automation, Product Marketing, Road Maps, Access Technologies, Wireless, Value-based Selling, Go-to-market Strategy, Brand Development, Marketing Management, Marketing Strategy, Strategic Partnerships, Business Strategy, Lync, Business Development, Strategic Planning, Competitive Analysis, Start-ups, Performance Improvement, Cross-functional Team..., Leadership, Strategy, Telecommunications, Program Management, SaaS, Unified Communications, Mobile Devices, Executive Management, Enterprise Software, SIP, Mobile Applications, Messaging, Networking, Solution Selling, Business Alliances, Channel Partners
Education
Southern New Hampshire University 1979 — 1983
B.S.
Microsoft January 2012 - Present
Advisory Services January 2011 - December 2011
ECI Telecom August 2006 - January 2011
Ciena September 2004 - July 2006
ProQuent Systems January 2004 - September 2004
Advisory Services July 2002 - December 2003
Gotham Networks May 2000 - June 2002
Ericsson January 1998 - May 2000
3Com June 1997 - January 1998
US Robotics January 1997 - June 1997
Skills
Marketing, Tele, Public Speaking, Presenting Ideas, Cloud Computing, Product Management, Digital Marketing, Microsoft Lync, Team Building, Product Launch, Social Media, Demand Generation, Team Leadership, International Business, Message Development, Marketing Automation, Product Marketing, Road Maps, Access Technologies, Wireless, Value-based Selling, Go-to-market Strategy, Brand Development, Marketing Management, Marketing Strategy, Strategic Partnerships, Business Strategy, Lync, Business Development, Strategic Planning, Competitive Analysis, Start-ups, Performance Improvement, Cross-functional Team..., Leadership, Strategy, Telecommunications, Program Management, SaaS, Unified Communications, Mobile Devices, Executive Management, Enterprise Software, SIP, Mobile Applications, Messaging, Networking, Solution Selling, Business Alliances, Channel Partners
Education
Southern New Hampshire University 1979 — 1983
B.S.
Rohit Thukral Rohit Thukral's Advisory services Experience 2012 - 2013
Job Head of Customer Advocacy at Nutanix
Industry Computer Software
Experience
Nutanix 2014 - Present
Serus Corporation 2012 - 2014
Advisory Services 2012 - 2013
Churchill Downs 2006 - 2012
BDNA Corporation 2002 - 2006
i2 Technologies (Aspect Development) 2000 - 2002
Mentor Graphics 1993 - 2000
MSC Software 1989 - 1993
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Southern California
M.S.
Indian Institute of Technology, Delhi
B.Tech.
Nutanix 2014 - Present
Serus Corporation 2012 - 2014
Advisory Services 2012 - 2013
Churchill Downs 2006 - 2012
BDNA Corporation 2002 - 2006
i2 Technologies (Aspect Development) 2000 - 2002
Mentor Graphics 1993 - 2000
MSC Software 1989 - 1993
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Southern California
M.S.
Indian Institute of Technology, Delhi
B.Tech.
Douglas Alpuche Douglas Alpuche's Advisory services Experience April 2008 - Present
Job President & Chief Operating Officer at Synapse Group, Inc. (a TimeWarner Company)
Industry Marketing and Advertising
Experience
Advisory Services April 2008 - Present
Synapse Group, Inc. (a TimeWarner Company) February 2000 - March 2008
The Reader’s Digest Association, Inc. June 1999 - February 2000
Delcal Enterprises/Argo International Corporation September 1995 - May 1999
J.P. Morgan & Co. Incorporated June 1994 - September 1995
Arthur Andersen LLP September 1986 - June 1994
Skills
Due Diligence, Strategic Planning, Mergers, Strategy, Start-ups, Start-up Consulting, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Integrated Marketing, Budgets, Mergers & Acquisitions, Management, P&L Management, Finance, Marketing, Business Strategy, Financial Reporting, Entrepreneurship, Strategic Partnerships, Sales, Corporate Finance, Executive Management, Competitive Analysis, E-commerce, Analytics, Management Consulting, CRM, Business Development, Direct Marketing, Business Planning, Digital Marketing, Customer Acquisition, Lead Generation, Digital Strategy, Online Marketing, Email Marketing, Marketing Management, Product Management, Market Research, Online Advertising, Web Analytics, Consulting, Leadership, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1986
BBA, Public Accounting
Tappan Zee HS
Advisory Services April 2008 - Present
Synapse Group, Inc. (a TimeWarner Company) February 2000 - March 2008
The Reader’s Digest Association, Inc. June 1999 - February 2000
Delcal Enterprises/Argo International Corporation September 1995 - May 1999
J.P. Morgan & Co. Incorporated June 1994 - September 1995
Arthur Andersen LLP September 1986 - June 1994
Skills
Due Diligence, Strategic Planning, Mergers, Strategy, Start-ups, Start-up Consulting, Contract Negotiation, Cross-functional Team..., Marketing Strategy, Integrated Marketing, Budgets, Mergers & Acquisitions, Management, P&L Management, Finance, Marketing, Business Strategy, Financial Reporting, Entrepreneurship, Strategic Partnerships, Sales, Corporate Finance, Executive Management, Competitive Analysis, E-commerce, Analytics, Management Consulting, CRM, Business Development, Direct Marketing, Business Planning, Digital Marketing, Customer Acquisition, Lead Generation, Digital Strategy, Online Marketing, Email Marketing, Marketing Management, Product Management, Market Research, Online Advertising, Web Analytics, Consulting, Leadership, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1983 — 1986
BBA, Public Accounting
Tappan Zee HS
James J. Orioles, MBA James J. Orioles, MBA's Advisory services Experience January 1997 - January 2001
Job Director, Vendor Governance
Industry Financial Services
Experience
Prudential Financial February 2011 - Present
MassMutual Life Insurance Company July 2005 - January 2010
MassMutual’s Broker Dealer July 2001 - January 2010
MassMutual - Large Corp Markets July 2003 - July 2005
Advisory Services January 1997 - January 2001
Skills
Process Improvement, Insurance, Management, Securities, Project Management, Leadership, Life Insurance, Microsoft Excel, Risk Management, Customer Service, Program Management, Training, Strategy, Analysis
Education
Capella University 2010 — 2012
MBA, Accounting
University of Connecticut 2003 — 2007
BGS, Law & Sociology
Northwestern Connecticut Community Technical College 1991 — 1994
Associate of Science, Criminal Justice – Criminal Science
The American College
Prudential Financial February 2011 - Present
MassMutual Life Insurance Company July 2005 - January 2010
MassMutual’s Broker Dealer July 2001 - January 2010
MassMutual - Large Corp Markets July 2003 - July 2005
Advisory Services January 1997 - January 2001
Skills
Process Improvement, Insurance, Management, Securities, Project Management, Leadership, Life Insurance, Microsoft Excel, Risk Management, Customer Service, Program Management, Training, Strategy, Analysis
Education
Capella University 2010 — 2012
MBA, Accounting
University of Connecticut 2003 — 2007
BGS, Law & Sociology
Northwestern Connecticut Community Technical College 1991 — 1994
Associate of Science, Criminal Justice – Criminal Science
The American College
Michelle Chesney Michelle Chesney's Advisory services Experience 1998 - Present
Job AVP Information Systems at The Legend Group
Industry Financial Services
Experience
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
The Legend Group 2014 - Present
Legend Group 1998 - Present
Advisory Services 1998 - Present
Legend Advisory Corporation 1998 - Present
Owens Corning 1991 - 1998
Lawson Software 1989 - 1991
Silk Greenhouse 1988 - 1989
Triad Systems 1987 - 1989
Hugin Sweda 1985 - 1987
Skills
IT Management, Databases, Business Analysis, T-SQL, .NET, Software Project..., IBM iSeries, ASP.NET, Microsoft SQL Server, Programming, Business Intelligence, SQL, C#, Visual Basic, Solution Architecture, Software Development, Portfolio Management, Information Security..., System Administration, Requirements Analysis, IIS, Database Design, Project Management, DB2
Education
Bowling Green State University 1980 — 1984
BS, MIS
Teresa Henderson Teresa Henderson's Advisory services Experience July 2013 - August 2015
Job Partner at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2015 - Present
Advisory Services July 2013 - August 2015
IBM September 2009 - July 2013
IBM January 2006 - September 2009
IBM May 2001 - December 2005
Giant Bear January 2000 - March 2001
Citibank January 1999 - January 2000
Citibank January 1999 - January 2000
Transamerica Leasing 1996 - 1998
GE Capital 1991 - 1995
Skills
Managed Print Services, Financial Services, Outsourcing, Healthcare, CRM, Program Management, Management, Business Transformation, IT Outsourcing, Sales, Business Planning, Strategic Planning, Entrepreneurship, Business Development, Professional Services, Process Improvement, Cross-functional Team..., Business Strategy, Telecommunications, Cloud Computing, Business Alliances, Enterprise Software, Strategy, Strategic Partnerships, SaaS, IT Strategy, Business Process..., Solution Selling, Management Consulting, Channel Partners, Product Development, Consulting
Education
University of Connecticut 1989 — 1991
MBA, Finance and Accounting
The University of Akron 1980 — 1983
B.S., Chemistry, Natural Science
Aon Hewitt September 2015 - Present
Advisory Services July 2013 - August 2015
IBM September 2009 - July 2013
IBM January 2006 - September 2009
IBM May 2001 - December 2005
Giant Bear January 2000 - March 2001
Citibank January 1999 - January 2000
Citibank January 1999 - January 2000
Transamerica Leasing 1996 - 1998
GE Capital 1991 - 1995
Skills
Managed Print Services, Financial Services, Outsourcing, Healthcare, CRM, Program Management, Management, Business Transformation, IT Outsourcing, Sales, Business Planning, Strategic Planning, Entrepreneurship, Business Development, Professional Services, Process Improvement, Cross-functional Team..., Business Strategy, Telecommunications, Cloud Computing, Business Alliances, Enterprise Software, Strategy, Strategic Partnerships, SaaS, IT Strategy, Business Process..., Solution Selling, Management Consulting, Channel Partners, Product Development, Consulting
Education
University of Connecticut 1989 — 1991
MBA, Finance and Accounting
The University of Akron 1980 — 1983
B.S., Chemistry, Natural Science
Kalin Metodiev, CFA's Advisory services Experience October 2013 - Present
Job Corporate Finance, Investment Banking, Venture Capital
Industry Investment Banking
Experience
Advisory Services October 2013 - Present
CFA Society Bulgaria 2005 - Present
Karoll Investment JSC April 2008 - October 2013
Karoll April 2007 - October 2013
TBI Asset Management November 2005 - April 2007
Commercial Bank Allianz - Bulgaria (subsidiary of Allianz AG – Germany) January 2005 - November 2005
Metlife Securities (USA) March 2003 - November 2004
Prudential Securities (USA) April 2000 - March 2003
Skills
Investment Banking, Corporate Finance, Investments, Venture Capital, Mergers & Acquisitions, Business Planning, Portfolio Management, Equities, Private Equity, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Finance, Equity Research, Trading, Restructuring, Banking, Securities, Private Banking, Strategic Financial..., Mergers, Emerging Markets, Financial Advisory, IPO, Asset Management, Financial Services, Business Valuation, Fixed Income, Financial Markets, Derivatives, Credit Risk, Credit Analysis, Asset Managment, Financial Planning, M&A Advisory Services
Education
CFA Institute
Chartered Financial Analyst (CFA), Finance
Southeast Missouri State University - Harrison College of Business
MBA, Finance
Advisory Services October 2013 - Present
CFA Society Bulgaria 2005 - Present
Karoll Investment JSC April 2008 - October 2013
Karoll April 2007 - October 2013
TBI Asset Management November 2005 - April 2007
Commercial Bank Allianz - Bulgaria (subsidiary of Allianz AG – Germany) January 2005 - November 2005
Metlife Securities (USA) March 2003 - November 2004
Prudential Securities (USA) April 2000 - March 2003
Skills
Investment Banking, Corporate Finance, Investments, Venture Capital, Mergers & Acquisitions, Business Planning, Portfolio Management, Equities, Private Equity, Capital Markets, Financial Analysis, Valuation, Financial Modeling, Finance, Equity Research, Trading, Restructuring, Banking, Securities, Private Banking, Strategic Financial..., Mergers, Emerging Markets, Financial Advisory, IPO, Asset Management, Financial Services, Business Valuation, Fixed Income, Financial Markets, Derivatives, Credit Risk, Credit Analysis, Asset Managment, Financial Planning, M&A Advisory Services
Education
CFA Institute
Chartered Financial Analyst (CFA), Finance
Southeast Missouri State University - Harrison College of Business
MBA, Finance
Craig Stephens's Advisory services Experience November 2009 - Present
Job Financial Services Consulting
Industry Financial Services
Experience
Advisory Services November 2009 - Present
Accenture November 2004 - August 2009
CS Humphrey April 2001 - June 2004
Country Club Bank January 1990 - January 2001
Skills
Treasury Services, Acquisition Integration, Payments, Banking, Wealth Management, Treasury Management, Business Analysis, Strategy, Financial Services, Commercial Banking, Program Management, Management, Portfolio Management, Leadership, Business Development, Project Management, Management Consulting
Education
The University of Texas at Austin 1985 — 1986
MBA, Finance
University of Missouri-Columbia 1980 — 1983
BSBA, Finance and Marketing
Advisory Services November 2009 - Present
Accenture November 2004 - August 2009
CS Humphrey April 2001 - June 2004
Country Club Bank January 1990 - January 2001
Skills
Treasury Services, Acquisition Integration, Payments, Banking, Wealth Management, Treasury Management, Business Analysis, Strategy, Financial Services, Commercial Banking, Program Management, Management, Portfolio Management, Leadership, Business Development, Project Management, Management Consulting
Education
The University of Texas at Austin 1985 — 1986
MBA, Finance
University of Missouri-Columbia 1980 — 1983
BSBA, Finance and Marketing
Susan McDonough's Advisory services Experience 2013 - Present
Job Business Growth and Transformation Executive
Industry Financial Services
Experience
Advisory Services 2013 - Present
CertusBank January 2011 - January 2013
Dress for Success 2009 - 2010
Wells Fargo 2006 - 2009
Bank of America 1984 - 2005
Skills
Business Development, Business Strategy, Strategy, Start-ups, Customer Acquisition, Strategic Planning, Business Analysis, Operational Excellence, Consulting, Channel Strategy, Sales Process, Relationship Management, Retail Banking, Small Business Banking, E-commerce, Commercial Banking, Six Sigma, ATM networks, Business Process..., Business Process Design, Entrepreneurship, Product Development, Leadership Development, Credit Risk, Small Business, Program Management, Operations Management, Underwriting, Commercial Lending, Management, Cross-functional Team..., Team Building, Credit Analysis, CRM, Executive Management
Education
The George Washington University
Meredith College
Advisory Services 2013 - Present
CertusBank January 2011 - January 2013
Dress for Success 2009 - 2010
Wells Fargo 2006 - 2009
Bank of America 1984 - 2005
Skills
Business Development, Business Strategy, Strategy, Start-ups, Customer Acquisition, Strategic Planning, Business Analysis, Operational Excellence, Consulting, Channel Strategy, Sales Process, Relationship Management, Retail Banking, Small Business Banking, E-commerce, Commercial Banking, Six Sigma, ATM networks, Business Process..., Business Process Design, Entrepreneurship, Product Development, Leadership Development, Credit Risk, Small Business, Program Management, Operations Management, Underwriting, Commercial Lending, Management, Cross-functional Team..., Team Building, Credit Analysis, CRM, Executive Management
Education
The George Washington University
Meredith College
Robert Panasiuk's Advisory services Experience 2000 - Present
Job Senior Advisor at Valitas Capital Partners Inc.
Industry Management Consulting
Experience
Valitas Capital Partners Inc. February 2015 - Present
Advisory Services 2000 - Present
Meighen Demers (now Norton Rose Fulbright) 1996 - 1999
Financial Planning Consulting Services 1987 - 1995
Skills
Investments, Start-ups, Portfolio Management, Strategic Financial..., Financial Analysis, Management Consulting, Mergers, Financial Modeling, Mergers & Acquisitions, Banking, Fixed Income, Analysis, Hedge Funds, Tax, Alternative Investments, Financial Services, Estate Planning, Asset Allocation, Valuation, Corporate Finance, IPO, Private Equity, Due Diligence, Insurance, Asset Management, Finance, Risk Management, Financial Planning
Education
Queen's University
MFin
University of Waterloo
MTax
York University - Osgoode Hall Law School
LLM
York University - Osgoode Hall Law School
JD
University of Toronto - Rotman School of Management
MBA
Banff School of Management
Advanced Marketing Management
Valitas Capital Partners Inc. February 2015 - Present
Advisory Services 2000 - Present
Meighen Demers (now Norton Rose Fulbright) 1996 - 1999
Financial Planning Consulting Services 1987 - 1995
Skills
Investments, Start-ups, Portfolio Management, Strategic Financial..., Financial Analysis, Management Consulting, Mergers, Financial Modeling, Mergers & Acquisitions, Banking, Fixed Income, Analysis, Hedge Funds, Tax, Alternative Investments, Financial Services, Estate Planning, Asset Allocation, Valuation, Corporate Finance, IPO, Private Equity, Due Diligence, Insurance, Asset Management, Finance, Risk Management, Financial Planning
Education
Queen's University
MFin
University of Waterloo
MTax
York University - Osgoode Hall Law School
LLM
York University - Osgoode Hall Law School
JD
University of Toronto - Rotman School of Management
MBA
Banff School of Management
Advanced Marketing Management
Alex Zilberman's Advisory services Experience 2009 - March 2011
Job Available
Industry Banking
Experience
Credit Suisse 2011 - July 2015
Advisory Services 2009 - March 2011
Credit Suisse 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Credit Derivatives, CDO, Structured Products, ABS, CLO, High Yield, Securitization, Structured Finance, MBS, Fixed Income, Investment Banking, Swaps, Financial Structuring, Interest Rate..., Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (MBA)
Technion - Israel Institute of Technology 1993 — 1996
Bachelor of Science (BSc), Industrial Engineering
Credit Suisse 2011 - July 2015
Advisory Services 2009 - March 2011
Credit Suisse 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Credit Derivatives, CDO, Structured Products, ABS, CLO, High Yield, Securitization, Structured Finance, MBS, Fixed Income, Investment Banking, Swaps, Financial Structuring, Interest Rate..., Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration (MBA)
Technion - Israel Institute of Technology 1993 — 1996
Bachelor of Science (BSc), Industrial Engineering
Brian Beal's Advisory services Experience 2012 - 2014
Job VP Business Development at Trustlook Mobile Security
Industry Computer & Network Security
Experience
Trustlook Mobile Security January 2015 - Present
Advisory Services 2012 - 2014
Cisco Systems 2000 - 2011
Cisco Systems 1998 - 2000
Cisco Systems 1996 - 1998
DASCOM Inc. 1994 - 1996
The Lewis Group 1992 - 1994
Oki Electric Industry Co., Ltd. 1991 - 1992
Tandem Computers 1988 - 1991
Skills
Global Business..., Internet Video, Mobile Technology, Marketing Strategy, Internet Security, Product Management, Business Strategy, Routing, Networking, IPv6, Greater China, China Business..., Enterprise Architecture, Service Provider..., Market Development, Business Acquisition, M&A analysis, International Sales, Data Center, New Business Development, Greenfield Development, Product Marketing, Strategic Planning, Strategic Alliances, Project Management, Go-to-market Strategy, HD Video, IP Networks, CXO level engagement, Sales Enablement, Business Alliances, IP, Business Development, Service Providers, Security, Channel Partners, Cloud Computing, SaaS, Strategic Partnerships, Enterprise Software, Telecommunications, Start-ups, Strategy, Leadership
Education
Southern Illinois University, Carbondale
BA
Trustlook Mobile Security January 2015 - Present
Advisory Services 2012 - 2014
Cisco Systems 2000 - 2011
Cisco Systems 1998 - 2000
Cisco Systems 1996 - 1998
DASCOM Inc. 1994 - 1996
The Lewis Group 1992 - 1994
Oki Electric Industry Co., Ltd. 1991 - 1992
Tandem Computers 1988 - 1991
Skills
Global Business..., Internet Video, Mobile Technology, Marketing Strategy, Internet Security, Product Management, Business Strategy, Routing, Networking, IPv6, Greater China, China Business..., Enterprise Architecture, Service Provider..., Market Development, Business Acquisition, M&A analysis, International Sales, Data Center, New Business Development, Greenfield Development, Product Marketing, Strategic Planning, Strategic Alliances, Project Management, Go-to-market Strategy, HD Video, IP Networks, CXO level engagement, Sales Enablement, Business Alliances, IP, Business Development, Service Providers, Security, Channel Partners, Cloud Computing, SaaS, Strategic Partnerships, Enterprise Software, Telecommunications, Start-ups, Strategy, Leadership
Education
Southern Illinois University, Carbondale
BA