Ashland Partners
Description
Address: 77 Franklin St, Boston, MA 02110 Phone: (617) 367-4383Place name: Category: : Website: : : Hours: : : : Category: Real estate agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ashland Partners & Co LLP Posting publicly on the Web Write a review Reviews Be the first to review
Ashland Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ashland Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ashland Partners Employees
Employee
Years
Job
Industry
Andrew Koblitz Andrew Koblitz's Ashland Partners Experience February 2011 - October 2011
Job Royalties Manager at Gaiam TV
Industry Health, Wellness and Fitness
Experience
Red Robin January 2013 - January 2014
TIC The Industrial company December 2011 - January 2013
Ashland Partners February 2011 - October 2011
Courtyard by Marriott December 2009 - October 2010
Steamboat Ski & Resort Corporation July 2005 - February 2009
Skills
Finance, Microsoft Excel, Analysis, Leadership, GIPS Compliance, Microsoft Word, Process Improvement, Business Process..., Account Reconciliation, Payroll, Internal Audit, Invoicing, Smartview, SAP, Oracle, Springer Miller Systems, JD Edwards, CODA Financials, Microsoft Office, Accounts Receivable, Accounts Payable, Customer Service
Education
Colorado Technical University 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Colorado Mountain College 2004 — 2005
Associate's degree, Hospitality Administration/Management
Red Robin January 2013 - January 2014
TIC The Industrial company December 2011 - January 2013
Ashland Partners February 2011 - October 2011
Courtyard by Marriott December 2009 - October 2010
Steamboat Ski & Resort Corporation July 2005 - February 2009
Skills
Finance, Microsoft Excel, Analysis, Leadership, GIPS Compliance, Microsoft Word, Process Improvement, Business Process..., Account Reconciliation, Payroll, Internal Audit, Invoicing, Smartview, SAP, Oracle, Springer Miller Systems, JD Edwards, CODA Financials, Microsoft Office, Accounts Receivable, Accounts Payable, Customer Service
Education
Colorado Technical University 2009 — 2010
Bachelor of Science (B.S.), Finance, General
Colorado Mountain College 2004 — 2005
Associate's degree, Hospitality Administration/Management
Travis Morgan, CFA, CIPM Travis Morgan, CFA, CIPM's Ashland Partners Experience September 2013 - Present
Job Manager at Ashland Partners
Industry Investment Management
Experience
Ashland Partners September 2013 - Present
Ashland Partners July 2011 - September 2013
Ashland Partners March 2010 - July 2011
Rogue Valley Family Fun Center September 2005 - August 2009
Skills
GIPS Verifications, Performance Examinations, Strategy Examinations, GIPS, GIPS Compliance, Hedge Funds, Performance Measurement, Performance Attribution, Investment Management, Alternative Investments, Fixed Income, Internal Controls, Private Equity
Education
Southern Oregon University 2005 — 2010
BS, Business Administration with a Focus in Accounting
Ashland Partners September 2013 - Present
Ashland Partners July 2011 - September 2013
Ashland Partners March 2010 - July 2011
Rogue Valley Family Fun Center September 2005 - August 2009
Skills
GIPS Verifications, Performance Examinations, Strategy Examinations, GIPS, GIPS Compliance, Hedge Funds, Performance Measurement, Performance Attribution, Investment Management, Alternative Investments, Fixed Income, Internal Controls, Private Equity
Education
Southern Oregon University 2005 — 2010
BS, Business Administration with a Focus in Accounting
Matthew Deatherage Matthew Deatherage's Ashland Partners Experience July 2013 - Present
Job Senior Associate at Ashland Partners
Industry Financial Services
Experience
Ashland Partners July 2013 - Present
EVERGREEN HELICOPTERS INC May 2012 - August 2012
LymanDoran December 2010 - May 2011
Revolutionary Science November 2010 - May 2011
Pro Golf August 2009 - September 2010
Skills
Analytics, Social Media, Coaching, Marketing, Presentation Development, Management, Microsoft Office, Data Analysis, Accounting, Social Media Marketing, Social Networking, Strategic Planning, Microsoft Excel, Finance, Kicking Ass, Spanish
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
MBA, Finance and Operations
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2009
B.S. Business Administration, Administration, Marketing, and Communications
Macquarie University 2007 — 2007
Business Communication
Ashland Partners July 2013 - Present
EVERGREEN HELICOPTERS INC May 2012 - August 2012
LymanDoran December 2010 - May 2011
Revolutionary Science November 2010 - May 2011
Pro Golf August 2009 - September 2010
Skills
Analytics, Social Media, Coaching, Marketing, Presentation Development, Management, Microsoft Office, Data Analysis, Accounting, Social Media Marketing, Social Networking, Strategic Planning, Microsoft Excel, Finance, Kicking Ass, Spanish
Education
Willamette University - Atkinson Graduate School of Management 2011 — 2013
MBA, Finance and Operations
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2009
B.S. Business Administration, Administration, Marketing, and Communications
Macquarie University 2007 — 2007
Business Communication
Brigitte Nickel Brigitte Nickel's Ashland Partners Experience July 2014 - Present
Job Executive Assistant at Ashland Partners
Industry Accounting
Experience
Ashland Partners July 2014 - Present
Team Beachbody April 2014 - Present
Cary's of Oregon May 2013 - July 2014
Southern Oregon University November 2011 - June 2013
Gordon Elwood Foundation September 2012 - May 2013
Sanctuary One September 2012 - May 2013
Food Front Cooperative Grocery June 2010 - March 2011
Seattle's Best Coffee July 2008 - March 2011
Skills
Computer Literate, Communication Skills, Solid Work Ethic, Customer Service, Scheduling, PowerPoint, Word, Excel, Event Planning, Microsoft Office, Office Management, Social Media, Public Relations, Data Entry, Teamwork, Access, Facebook, Typing, Customer Relations, Mac, Editing, Administrative Support, Telephone Skills, Marketing Communications, Social Networking, Administration, Database Management, Cash Handling, Inventory Management, Higher Education, Time Management, Purchasing, Research, Microsoft Excel, Microsoft Word, Event Management, Community Outreach, Marketing, Strategic Planning, Program Development, Social Media Marketing, Web Design, Staff Development, Nonprofits, Press Releases, Newsletters, Sales, Public Speaking, Leadership, Training
Education
Southern Oregon University 2011 — 2013
Masters, Business Administration
Portland State University 2008 — 2011
BS, Community Health Education
Ashland Partners July 2014 - Present
Team Beachbody April 2014 - Present
Cary's of Oregon May 2013 - July 2014
Southern Oregon University November 2011 - June 2013
Gordon Elwood Foundation September 2012 - May 2013
Sanctuary One September 2012 - May 2013
Food Front Cooperative Grocery June 2010 - March 2011
Seattle's Best Coffee July 2008 - March 2011
Skills
Computer Literate, Communication Skills, Solid Work Ethic, Customer Service, Scheduling, PowerPoint, Word, Excel, Event Planning, Microsoft Office, Office Management, Social Media, Public Relations, Data Entry, Teamwork, Access, Facebook, Typing, Customer Relations, Mac, Editing, Administrative Support, Telephone Skills, Marketing Communications, Social Networking, Administration, Database Management, Cash Handling, Inventory Management, Higher Education, Time Management, Purchasing, Research, Microsoft Excel, Microsoft Word, Event Management, Community Outreach, Marketing, Strategic Planning, Program Development, Social Media Marketing, Web Design, Staff Development, Nonprofits, Press Releases, Newsletters, Sales, Public Speaking, Leadership, Training
Education
Southern Oregon University 2011 — 2013
Masters, Business Administration
Portland State University 2008 — 2011
BS, Community Health Education
Elena McKee-Dabbs Elena McKee-Dabbs's Ashland Partners Experience May 2013 - Present
Job Associate at Ashland Partners
Industry Accounting
Experience
Ashland Partners May 2013 - Present
Quantitiative Equity Strategies March 2004 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, C++, English
Education
Southern Oregon University 2010 — 2013
Accounting Certificate
Colorado School of Mines 2001 — 2005
Master's Degree, Applied Mathematics
Ashland Partners May 2013 - Present
Quantitiative Equity Strategies March 2004 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, C++, English
Education
Southern Oregon University 2010 — 2013
Accounting Certificate
Colorado School of Mines 2001 — 2005
Master's Degree, Applied Mathematics
Phil Fijal Phil Fijal's Ashland Partners Experience April 2013 - Present
Job Senior Associate at Ashland Partners
Industry Financial Services
Experience
Ashland Partners April 2013 - Present
Custom House Fund Services (Chicago) Limited August 2010 - March 2013
Marquinn Investments June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Fund Accounting, Accounting, Trading, Private Equity, Auditing, Equities, Fixed Income, Fund Administration, Fund Of Funds, GIPS Compliance, Investment Management
Education
DePaul University 2008 — 2011
Bachelor of Science, Finance
The University of Kansas 2006 — 2008
Bachelor of Science, Finance
Ashland Partners April 2013 - Present
Custom House Fund Services (Chicago) Limited August 2010 - March 2013
Marquinn Investments June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Fund Accounting, Accounting, Trading, Private Equity, Auditing, Equities, Fixed Income, Fund Administration, Fund Of Funds, GIPS Compliance, Investment Management
Education
DePaul University 2008 — 2011
Bachelor of Science, Finance
The University of Kansas 2006 — 2008
Bachelor of Science, Finance
Tamra Hunt Tamra Hunt's Ashland Partners Experience May 2013 - August 2013
Job Deloitte & Touche
Industry Accounting
Experience
Deloitte September 2013 - Present
Ashland Partners May 2013 - August 2013
Moss Adams LLP January 2013 - April 2013
Darex, LLC February 2011 - January 2013
Academia Buenos Aires April 2009 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Access, Budget, Forecasting, Public Speaking, Sales, Marketing, Customer Service, Project Planning, Leadership, Accounting, Teaching Adults, Problem Solving, TaxAct, Spanish, Budgets, Strategic Planning, Auditing, Financial Analysis, Strategy
Education
Southern Oregon University 2011 — 2013
Post Bac Certificate, Accounting, 4.0
Southern Oregon University 2007 — 2010
Bachelor of Arts (BA), Business Administration - Management & International Business, 3.8/4.0
Study Abroad 2008 — 2010
Spanish Language & International Business
Universidad de Oviedo 2008 — 2009
Spanish Language
Deloitte September 2013 - Present
Ashland Partners May 2013 - August 2013
Moss Adams LLP January 2013 - April 2013
Darex, LLC February 2011 - January 2013
Academia Buenos Aires April 2009 - May 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Access, Budget, Forecasting, Public Speaking, Sales, Marketing, Customer Service, Project Planning, Leadership, Accounting, Teaching Adults, Problem Solving, TaxAct, Spanish, Budgets, Strategic Planning, Auditing, Financial Analysis, Strategy
Education
Southern Oregon University 2011 — 2013
Post Bac Certificate, Accounting, 4.0
Southern Oregon University 2007 — 2010
Bachelor of Arts (BA), Business Administration - Management & International Business, 3.8/4.0
Study Abroad 2008 — 2010
Spanish Language & International Business
Universidad de Oviedo 2008 — 2009
Spanish Language
Natalie E. Como, CPA, CGMA Natalie E. Como, CPA, CGMA's Ashland Partners Experience September 2014 - Present
Job Senior Associate at Ashland Partners
Industry Accounting
Experience
Ashland Partners September 2014 - Present
Ashland Partners April 2013 - August 2014
Alphametrix360 LLC 2011 - April 2013
Lane Gorman Trubitt PLLC 2009 - 2011
Lane Gorman Trubitt PLLC 2008 - 2008
Hill, Barth & King LLC 2007 - 2007
Skills
Accounting, Financial Reporting, Tax, Internal Controls, Financial Analysis, Auditing, Financial Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelors, Accounting
Ashland Partners September 2014 - Present
Ashland Partners April 2013 - August 2014
Alphametrix360 LLC 2011 - April 2013
Lane Gorman Trubitt PLLC 2009 - 2011
Lane Gorman Trubitt PLLC 2008 - 2008
Hill, Barth & King LLC 2007 - 2007
Skills
Accounting, Financial Reporting, Tax, Internal Controls, Financial Analysis, Auditing, Financial Accounting
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelors, Accounting
Eric Pitt's Ashland Partners Experience May 2009 - July 2015
Job Assistant Controller at Lithia Auto Stores
Industry Investment Management
Experience
Lithia Auto Stores July 2015 - Present
Ashland Partners May 2009 - July 2015
Skills
Performance Measurement, GIPS, Alternative Investments, Hedge Funds, Private Equity, Portfolio Management, Auditing, Investments, Internal Controls, Financial Analysis, Accounting, GAAP, Investment Management, Performance Attribution, Corporate Finance, Investment Strategies, Financial Modeling, Financial Reporting, Financial Services, Fund Accounting
Education
Southern Oregon University 2010 — 2012
Masters of Business Administration
Southern Oregon University 2004 — 2009
Bachelor of Science, Accounting
Lithia Auto Stores July 2015 - Present
Ashland Partners May 2009 - July 2015
Skills
Performance Measurement, GIPS, Alternative Investments, Hedge Funds, Private Equity, Portfolio Management, Auditing, Investments, Internal Controls, Financial Analysis, Accounting, GAAP, Investment Management, Performance Attribution, Corporate Finance, Investment Strategies, Financial Modeling, Financial Reporting, Financial Services, Fund Accounting
Education
Southern Oregon University 2010 — 2012
Masters of Business Administration
Southern Oregon University 2004 — 2009
Bachelor of Science, Accounting
Allen Xiao, CFA, CPA Allen Xiao, CFA, CPA's Ashland Partners Experience July 2012 - May 2014
Job Head of Risk Americas at Aviva Investors
Industry Accounting
Experience
Aviva Investors January 2015 - Present
Aviva Investors June 2014 - January 2015
Ashland Partners July 2012 - May 2014
Ashland Partners July 2011 - June 2012
Ashland Partners June 2007 - June 2011
Willamette University August 2006 - April 2007
Skills
Internal Controls, Compliance, Auditing, Audit, Investments, Financial Analysis, Risk Assessment, Financial Reporting, Management Consulting, Financial Risk, Process Improvement, Data Analysis, Portfolio Management, Budgets, Equities, Internal Audit
Education
Willamette University 2005 — 2007
MBA, Accounting & Finance
University of Washington 2006 — 2006
Certificate in Accounting (Intensive), Financial Accounting, Cost Accounting, Auditing, Taxation
Northwestern Polytechnic University (CN) 2001 — 2005
Bachelor, Business Administration
Aviva Investors January 2015 - Present
Aviva Investors June 2014 - January 2015
Ashland Partners July 2012 - May 2014
Ashland Partners July 2011 - June 2012
Ashland Partners June 2007 - June 2011
Willamette University August 2006 - April 2007
Skills
Internal Controls, Compliance, Auditing, Audit, Investments, Financial Analysis, Risk Assessment, Financial Reporting, Management Consulting, Financial Risk, Process Improvement, Data Analysis, Portfolio Management, Budgets, Equities, Internal Audit
Education
Willamette University 2005 — 2007
MBA, Accounting & Finance
University of Washington 2006 — 2006
Certificate in Accounting (Intensive), Financial Accounting, Cost Accounting, Auditing, Taxation
Northwestern Polytechnic University (CN) 2001 — 2005
Bachelor, Business Administration
Jesse Case Jesse Case's Ashland Partners Experience May 2012 - Present
Job Associate at Ashland Partners
Industry Accounting
Experience
Ashland Partners May 2012 - Present
U.S. Army 101st Airborne October 1995 - April 2007
Goodyear & Dunlop Tyres 1999 - 2005
Skills
Microsoft Excel, Performance Measurement, Accounting, Financial Reporting, Customer Service, Microsoft Office, Time Management, Internal Controls, Microsoft Word, Access, Financial Accounting, Auditing, Performance Management, Income Tax, Corporate Tax, Tax Preparation, External Audit
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master’s Degree, Accounting, 3.84 GPA
Southern Oregon University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Computer Science, 3.63
Ashland Partners May 2012 - Present
U.S. Army 101st Airborne October 1995 - April 2007
Goodyear & Dunlop Tyres 1999 - 2005
Skills
Microsoft Excel, Performance Measurement, Accounting, Financial Reporting, Customer Service, Microsoft Office, Time Management, Internal Controls, Microsoft Word, Access, Financial Accounting, Auditing, Performance Management, Income Tax, Corporate Tax, Tax Preparation, External Audit
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
Master’s Degree, Accounting, 3.84 GPA
Southern Oregon University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting and Computer Science, 3.63
Alex Widener Alex Widener's Ashland Partners Experience August 2010 - January 2013
Job Orthopedic Sales Rep at Arthrex
Industry Medical Devices
Experience
Princeton Ivy Capital Management LLC January 2013 - July 2013
Ashland Partners August 2010 - January 2013
Skills
Compliance, Excel, Word, Microsoft Office, Customer Service, Customer Relations, Performance Measurement, GIPS Compliance, Microsoft Word, Microsoft Excel, Analysis, Account Management, Management, Marketing, Sales
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance
Princeton Ivy Capital Management LLC January 2013 - July 2013
Ashland Partners August 2010 - January 2013
Skills
Compliance, Excel, Word, Microsoft Office, Customer Service, Customer Relations, Performance Measurement, GIPS Compliance, Microsoft Word, Microsoft Excel, Analysis, Account Management, Management, Marketing, Sales
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Finance
John Babbitt John Babbitt's Ashland Partners Experience February 1991 - Present
Job Systems Administrator in Ashland Support Group
Industry Accounting
Experience
Ashland Partners February 1991 - Present
Cutler Investment Group February 1991 - Present
Frau Kemmling Schoolhaus Brewhaus February 1991 - Present
Oregon School for the Deaf 2007 - 2009
IPC Pension Services February 1987 - February 1991
ATE Associates, Inc. October 1983 - August 1986
Education
Rochester Institute of Technology 1980 — 1983
AAS, Information Technologies
Ashland Partners February 1991 - Present
Cutler Investment Group February 1991 - Present
Frau Kemmling Schoolhaus Brewhaus February 1991 - Present
Oregon School for the Deaf 2007 - 2009
IPC Pension Services February 1987 - February 1991
ATE Associates, Inc. October 1983 - August 1986
Education
Rochester Institute of Technology 1980 — 1983
AAS, Information Technologies
Brett Swanson Brett Swanson's Ashland Partners Experience January 2010 - April 2014
Job Financial Reporting Manager at Opus Fund Services
Industry Accounting
Experience
Opus Fund Services June 2014 - Present
Ashland Partners January 2010 - April 2014
Skills
GIPS, Performance Measurement, GIPS Compliance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Investments, Auditing, Investment Management, Portfolio Management, Internal Controls, Financial Analysis, GAAP, Performance Attribution, Financial Reporting, Accounting, Investment Strategies, Axys, Corporate Finance, Finance, Financial Modeling, Asset Management
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Majors: Accounting and Spanish
Opus Fund Services June 2014 - Present
Ashland Partners January 2010 - April 2014
Skills
GIPS, Performance Measurement, GIPS Compliance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Investments, Auditing, Investment Management, Portfolio Management, Internal Controls, Financial Analysis, GAAP, Performance Attribution, Financial Reporting, Accounting, Investment Strategies, Axys, Corporate Finance, Finance, Financial Modeling, Asset Management
Education
University of Portland 2006 — 2010
Bachelor of Business Administration (BBA), Majors: Accounting and Spanish
Ana Marroquin, CPA Ana Marroquin, CPA's Ashland Partners Experience May 2010 - Present
Job Treasurer at Oregon Society of CPAs
Industry Accounting
Experience
Oregon Society of CPAs April 2015 - Present
Oregon Society of CPAs April 2014 - Present
Ashland Partners May 2010 - Present
Ernst & Young November 2008 - November 2009
Lithia Motors June 2006 - June 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Project Management, Performance Measurement, Process Improvement, GAAP, Financial Audits, Financial Analysis, GIPS, Data Analysis, SEC filings, QuickBooks, Internal Audit, SEC Filings, Financial Accounting, CPA
Education
Southern Oregon University 2004 — 2008
Bachelor of Science, Business Administration - Accounting
Oregon Society of CPAs April 2015 - Present
Oregon Society of CPAs April 2014 - Present
Ashland Partners May 2010 - Present
Ernst & Young November 2008 - November 2009
Lithia Motors June 2006 - June 2008
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Project Management, Performance Measurement, Process Improvement, GAAP, Financial Audits, Financial Analysis, GIPS, Data Analysis, SEC filings, QuickBooks, Internal Audit, SEC Filings, Financial Accounting, CPA
Education
Southern Oregon University 2004 — 2008
Bachelor of Science, Business Administration - Accounting
James Sanzone, CIPM James Sanzone, CIPM's Ashland Partners Experience September 2013 - Present
Job Senior Associate at Ashland Partners
Industry Accounting
Experience
Ashland Partners September 2013 - Present
Ashland Partners December 2009 - Present
Ashland Partners June 2009 - December 2009
Skills
Performance Measurement, Microsoft Excel, Internal Controls, Auditing, Financial Analysis, Accounting, GIPS Compliance, Microsoft Office
Education
Southern Oregon University
Accounting
Ashland Partners September 2013 - Present
Ashland Partners December 2009 - Present
Ashland Partners June 2009 - December 2009
Skills
Performance Measurement, Microsoft Excel, Internal Controls, Auditing, Financial Analysis, Accounting, GIPS Compliance, Microsoft Office
Education
Southern Oregon University
Accounting
Bryant Krongard, CFA, CIPM Bryant Krongard, CFA, CIPM's Ashland Partners Experience November 2009 - May 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2011 - Present
Ashland Partners November 2009 - May 2011
Fisher Investments June 2008 - November 2009
Skills
Fixed Income, Financial Modeling, Performance Measurement, Alternative Investments, Investments, Financial Analysis, Leadership, Hedge Funds, Portfolio Management
Education
Colorado State University 2005 — 2008
Bachelor of Science, Business Adminstration
Goldman Sachs June 2011 - Present
Ashland Partners November 2009 - May 2011
Fisher Investments June 2008 - November 2009
Skills
Fixed Income, Financial Modeling, Performance Measurement, Alternative Investments, Investments, Financial Analysis, Leadership, Hedge Funds, Portfolio Management
Education
Colorado State University 2005 — 2008
Bachelor of Science, Business Adminstration
Mitchell Weisenberg, CFA, CIPM Mitchell Weisenberg, CFA, CIPM's Ashland Partners Experience May 2013 - May 2014
Job Performance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2014 - Present
Ashland Partners May 2013 - May 2014
NYSSA November 2012 - May 2013
Rockefeller & Co., Inc. July 2006 - April 2010
Rockefeller & Co., Inc. April 2000 - July 2006
Watson Wyatt Worldwide June 1997 - March 2000
Skills
Bloomberg, Factset, Northfield, Barra, SNL, Microsoft Excel, Microsoft Word, Microsoft Access, Equities, Asset Allocation, Valuation, Portfolio Management, Financial Services, Financial Markets, Financial Risk
Education
Union College
BS, Math
Neuberger Berman July 2014 - Present
Ashland Partners May 2013 - May 2014
NYSSA November 2012 - May 2013
Rockefeller & Co., Inc. July 2006 - April 2010
Rockefeller & Co., Inc. April 2000 - July 2006
Watson Wyatt Worldwide June 1997 - March 2000
Skills
Bloomberg, Factset, Northfield, Barra, SNL, Microsoft Excel, Microsoft Word, Microsoft Access, Equities, Asset Allocation, Valuation, Portfolio Management, Financial Services, Financial Markets, Financial Risk
Education
Union College
BS, Math
Aaron Gibbons Aaron Gibbons's Ashland Partners Experience July 2012 - April 2015
Job Student at Southern Oregon University
Industry Accounting
Experience
Ashland Partners July 2012 - April 2015
Southern Oregon University September 2007 - June 2012
Ashland Springs Hotel February 2007 - May 2010
Skills
Excel, Customer Service, Research, Teamwork, Outlook, Public Speaking, Financial Analysis, Data Entry, Microsoft Excel
Education
Southern Oregon University 2006 — 2012
Bachelor of Science (BS), Accounting
Churchill High School 2003 — 2007
Ashland Partners July 2012 - April 2015
Southern Oregon University September 2007 - June 2012
Ashland Springs Hotel February 2007 - May 2010
Skills
Excel, Customer Service, Research, Teamwork, Outlook, Public Speaking, Financial Analysis, Data Entry, Microsoft Excel
Education
Southern Oregon University 2006 — 2012
Bachelor of Science (BS), Accounting
Churchill High School 2003 — 2007
Geoffrey Hecht, CIPM's Ashland Partners Experience April 2003 - Present
Job SENIOR MANAGER
Industry Accounting
Experience
Ashland Partners April 2003 - Present
Ashland Partners 2003 - Present
Intrado 2001 - 2003
Fiduciary Trust International June 2000 - July 2001
Skills
Financial Analysis, Investments, Asset Management, Training, Auditing, Portfolio Management, Finance, Investment Management, Risk Management
Education
University of Delaware 1996 — 2000
Bachelor of Science (BS), Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Ashland Partners April 2003 - Present
Ashland Partners 2003 - Present
Intrado 2001 - 2003
Fiduciary Trust International June 2000 - July 2001
Skills
Financial Analysis, Investments, Asset Management, Training, Auditing, Portfolio Management, Finance, Investment Management, Risk Management
Education
University of Delaware 1996 — 2000
Bachelor of Science (BS), Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
Bachelor of Science (B.S.), Finance
Sean P. Gilligan, CFA, CPA, CIPM Sean P. Gilligan, CFA, CPA, CIPM's Ashland Partners Experience June 2008 - September 2015
Job Managing Director at Longs Peak Advisory Services, LLC
Industry Financial Services
Experience
Longs Peak Advisory Services, LLC September 2015 - Present
Ashland Partners June 2008 - September 2015
Crestone Capital Advisors July 2006 - June 2008
Lehman Brothers January 2004 - May 2006
NewBridge Partners, LLC 2000 - 2002
Skills
Alternative Investments, Performance Measurement, GIPS Compliance, Investments, Hedge Funds, Financial Services, Equities, Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accounting
Pace University - Lubin School of Business 2000 — 2002
BBA, Business Management
Longs Peak Advisory Services, LLC September 2015 - Present
Ashland Partners June 2008 - September 2015
Crestone Capital Advisors July 2006 - June 2008
Lehman Brothers January 2004 - May 2006
NewBridge Partners, LLC 2000 - 2002
Skills
Alternative Investments, Performance Measurement, GIPS Compliance, Investments, Hedge Funds, Financial Services, Equities, Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accounting
Pace University - Lubin School of Business 2000 — 2002
BBA, Business Management
Jessica Parker, CPA, CIPM's Ashland Partners Experience September 2000 - Present
Job Partner at Ashland Partners
Industry Accounting
Experience
Ashland Partners September 2000 - Present
Ashland Community Hospital September 1995 - September 2000
Skills
GIPS, Internal Controls, Auditing, Private Equity, Performance Measurement, Investments, GAAP, Hedge Funds, Financial Accounting, Microsoft Excel, Accounting, Asset Management, SSAE 16, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, COSO, Investment Management..., Investment Performance, CPA, CIPM
Education
Southern Oregon University 2000 — 2001
BS, Business Admin - Public Accounting
Southern Oregon University 1995 — 1999
BS, Business-Chemistry
Ashland Partners September 2000 - Present
Ashland Community Hospital September 1995 - September 2000
Skills
GIPS, Internal Controls, Auditing, Private Equity, Performance Measurement, Investments, GAAP, Hedge Funds, Financial Accounting, Microsoft Excel, Accounting, Asset Management, SSAE 16, Financial Analysis, Alternative Investments, Financial Reporting, Fixed Income, COSO, Investment Management..., Investment Performance, CPA, CIPM
Education
Southern Oregon University 2000 — 2001
BS, Business Admin - Public Accounting
Southern Oregon University 1995 — 1999
BS, Business-Chemistry
Nick Malone, CIPM Nick Malone, CIPM's Ashland Partners Experience September 2010 - Present
Job Client Relations Manager at Ashland Partners
Industry Investment Management
Experience
Ashland Partners September 2010 - Present
Ashland Partners April 2010 - September 2010
Ashland Partners March 2007 - April 2010
Yard House 2004 - 2006
Skills
GIPS, GIPS Compliance, Performance Measurement, Alternative Investments, Investments, Hedge Funds, Fixed Income, Private Equity, Accounting, Auditing, Microsoft Excel, Internal Controls, Investment Strategies, Investment Management, Asset Management
Education
San Diego State University-California State University 2000 — 2005
Bachelor, Business Management
Crater High School 1996 — 2000
High School Diploma, Business/Commerce, General
Ashland Partners September 2010 - Present
Ashland Partners April 2010 - September 2010
Ashland Partners March 2007 - April 2010
Yard House 2004 - 2006
Skills
GIPS, GIPS Compliance, Performance Measurement, Alternative Investments, Investments, Hedge Funds, Fixed Income, Private Equity, Accounting, Auditing, Microsoft Excel, Internal Controls, Investment Strategies, Investment Management, Asset Management
Education
San Diego State University-California State University 2000 — 2005
Bachelor, Business Management
Crater High School 1996 — 2000
High School Diploma, Business/Commerce, General
Julia Reyes Julia Reyes's Ashland Partners Experience August 2013 - Present
Job Senior Manager at Ashland Partners
Industry Accounting
Experience
Ashland Partners August 2013 - Present
Ashland Partners July 2010 - July 2013
Ashland Partners July 2008 - July 2010
Ashland Partners July 2006 - July 2008
Edward Jones May 2004 - June 2006
Skills
Alternative Investments, Performance Measurement, Auditing, Hedge Funds, Accounting, Internal Controls, Investments, Private Equity, Financial Analysis, Microsoft Excel, Microsoft Office, GIPS, Fixed Income
Education
Arizona State University 2001 — 2004
Bachelor of Science, Accountancy
Ashland Partners August 2013 - Present
Ashland Partners July 2010 - July 2013
Ashland Partners July 2008 - July 2010
Ashland Partners July 2006 - July 2008
Edward Jones May 2004 - June 2006
Skills
Alternative Investments, Performance Measurement, Auditing, Hedge Funds, Accounting, Internal Controls, Investments, Private Equity, Financial Analysis, Microsoft Excel, Microsoft Office, GIPS, Fixed Income
Education
Arizona State University 2001 — 2004
Bachelor of Science, Accountancy
Tamara Graham, CPA, CFE, CIA's Ashland Partners Experience November 1999 - August 2003
Job Sr Manager at Pauly, Rogers & Co. PC
Industry Accounting
Experience
Pauly, Rogers & Co. PC June 2013 - Present
Perkins & Company August 2012 - February 2013
Pauly, Rogers and Co., CPAs March 2010 - August 2012
Michael L. Piels CPAs, LLP October 2008 - February 2010
Food 4 Thought, LLC February 2007 - September 2008
Lithia Motors January 2004 - January 2007
Ashland Partners November 1999 - August 2003
Moss Adams LLP February 1995 - August 1997
Skills
GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Budgets, Financial Statements, CPA, Internal Audit, Financial Accounting, Financial Audits, US GAAP
Education
Southern Oregon University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
Pauly, Rogers & Co. PC June 2013 - Present
Perkins & Company August 2012 - February 2013
Pauly, Rogers and Co., CPAs March 2010 - August 2012
Michael L. Piels CPAs, LLP October 2008 - February 2010
Food 4 Thought, LLC February 2007 - September 2008
Lithia Motors January 2004 - January 2007
Ashland Partners November 1999 - August 2003
Moss Adams LLP February 1995 - August 1997
Skills
GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Budgets, Financial Statements, CPA, Internal Audit, Financial Accounting, Financial Audits, US GAAP
Education
Southern Oregon University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
Raution Jaiswal Raution Jaiswal's Ashland Partners Experience May 2008 - October 2008
Job MBA│PMP│CSM Director PM
Industry Real Estate
Experience
CBRE September 2015 - Present
Gulfspan Industrial, LLC February 2015 - September 2015
Prodapt July 2014 - February 2015
INDUS Salem November 2013 - November 2014
Integra Telecom October 2013 - July 2014
INDUS Salem November 2011 - November 2013
State of Oregon July 2009 - September 2013
Aura Financial June 2009 - July 2009
Willamette University August 2007 - May 2009
Ashland Partners May 2008 - October 2008
Skills
Program Management, Business Analysis, Strategy, Analysis, Business Process..., Business Process, Management, Management Consulting, Process Improvement, Project Management, Leadership, Project Planning, Data Analysis, Consulting, Risk Management, Training, Change Management, Cost Management, Strategic Planning, Vendor Management, IT Management, Software Project..., Business Strategy, Operations Management, Financial Analysis, Business Development, PMP, Software Implementation, Continuous Improvement, Organizational..., Policy, Six Sigma, Finance, Analytics, Governance, Stakeholder Management, Software Procurement, IT Operations, MS Project, Project Implementation, Quality Assurance, Performance Management, Business Planning, Entrepreneurship, ERP, PMO, Business Management
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Consulting
University of Calcutta 2005 — 2007
MASTERS OF COMMERCE, FINANCE, ACCOUNTING
St. Xavier's College 1999 — 2004
Bachelor of Commerce (B.Com.), Finance/Accounting
CBRE September 2015 - Present
Gulfspan Industrial, LLC February 2015 - September 2015
Prodapt July 2014 - February 2015
INDUS Salem November 2013 - November 2014
Integra Telecom October 2013 - July 2014
INDUS Salem November 2011 - November 2013
State of Oregon July 2009 - September 2013
Aura Financial June 2009 - July 2009
Willamette University August 2007 - May 2009
Ashland Partners May 2008 - October 2008
Skills
Program Management, Business Analysis, Strategy, Analysis, Business Process..., Business Process, Management, Management Consulting, Process Improvement, Project Management, Leadership, Project Planning, Data Analysis, Consulting, Risk Management, Training, Change Management, Cost Management, Strategic Planning, Vendor Management, IT Management, Software Project..., Business Strategy, Operations Management, Financial Analysis, Business Development, PMP, Software Implementation, Continuous Improvement, Organizational..., Policy, Six Sigma, Finance, Analytics, Governance, Stakeholder Management, Software Procurement, IT Operations, MS Project, Project Implementation, Quality Assurance, Performance Management, Business Planning, Entrepreneurship, ERP, PMO, Business Management
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Consulting
University of Calcutta 2005 — 2007
MASTERS OF COMMERCE, FINANCE, ACCOUNTING
St. Xavier's College 1999 — 2004
Bachelor of Commerce (B.Com.), Finance/Accounting
Nathan Harp Nathan Harp's Ashland Partners Experience April 2008 - December 2008
Job Controller at NatureWise
Industry Health, Wellness and Fitness
Experience
NatureWise April 2015 - Present
UTi Transport Solutions January 2009 - April 2015
Ashland Partners April 2008 - December 2008
Sabroso Company December 2007 - March 2008
Northwest Retirement Plans, Inc July 2006 - October 2007
Skills
Auditing, Financial Analysis, Accounts Payable, Accounts Receivable, Variance Analysis, Forecasting
Education
Southern Oregon University
BA Accounting, Accounting
NatureWise April 2015 - Present
UTi Transport Solutions January 2009 - April 2015
Ashland Partners April 2008 - December 2008
Sabroso Company December 2007 - March 2008
Northwest Retirement Plans, Inc July 2006 - October 2007
Skills
Auditing, Financial Analysis, Accounts Payable, Accounts Receivable, Variance Analysis, Forecasting
Education
Southern Oregon University
BA Accounting, Accounting
Joshua Warden's Ashland Partners Experience June 2013 - Present
Job Verifier at Ashland Partners
Industry Accounting
Experience
Ashland Partners June 2013 - Present
Ashland Partners May 2012 - June 2013
AKPsi - Psi Theta May 2012 - June 2013
Home Depot March 2012 - May 2012
College Works Painting February 2011 - August 2011
Skills
Accounting
Education
Southern Oregon University 2010 — 2013
Southern Oregon University 2010 — 2013
Bachelor of Business Administration (BBA) Focus in Accounting
Ashland Partners June 2013 - Present
Ashland Partners May 2012 - June 2013
AKPsi - Psi Theta May 2012 - June 2013
Home Depot March 2012 - May 2012
College Works Painting February 2011 - August 2011
Skills
Accounting
Education
Southern Oregon University 2010 — 2013
Southern Oregon University 2010 — 2013
Bachelor of Business Administration (BBA) Focus in Accounting
Lindsey Farrell's Ashland Partners Experience September 2014 - Present
Job at
Industry Financial Services
Experience
Ashland Partners September 2014 - Present
Ashland Partners June 2012 - Present
Carolina Capital Management August 2011 - June 2012
Sweet Tomatoes Pizza December 2007 - January 2012
Oncimmune May 2011 - August 2011
Skills
Advanced Spanish skills, Accounting, Auditing, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Internal Controls, Corporate Finance, Private Equity, Financial Accounting, Customer Service, Financial Modeling, Microsoft Office
Education
College of Charleston 2008 — 2012
BS, Business Administration
Universidad Autónoma de Barcelona 2011 — 2011
Spanish and International Finance
Needham High Scool 2004 — 2008
Ashland Partners September 2014 - Present
Ashland Partners June 2012 - Present
Carolina Capital Management August 2011 - June 2012
Sweet Tomatoes Pizza December 2007 - January 2012
Oncimmune May 2011 - August 2011
Skills
Advanced Spanish skills, Accounting, Auditing, Financial Analysis, Financial Reporting, Investments, Microsoft Excel, Internal Controls, Corporate Finance, Private Equity, Financial Accounting, Customer Service, Financial Modeling, Microsoft Office
Education
College of Charleston 2008 — 2012
BS, Business Administration
Universidad Autónoma de Barcelona 2011 — 2011
Spanish and International Finance
Needham High Scool 2004 — 2008
Amy Jones, CIPM Amy Jones, CIPM's Ashland Partners Experience April 2004 - November 2009
Job Founder, Principal at Guardian Performance Solutions LLC
Industry Financial Services
Experience
Guardian Performance Solutions LLC June 2013 - Present
Advisor Solutions Group, Inc. March 2010 - June 2013
Ashland Partners April 2004 - November 2009
Education
Southern Oregon University 2001 — 2004
Guardian Performance Solutions LLC June 2013 - Present
Advisor Solutions Group, Inc. March 2010 - June 2013
Ashland Partners April 2004 - November 2009
Education
Southern Oregon University 2001 — 2004
David Thrapp, S+ David Thrapp, S+'s Ashland Partners Experience November 2012 - Present
Job IT Specialist I at Ashland Partners & Company LLP
Industry Computer & Network Security
Experience
Ashland Partners November 2012 - Present
93rd Signal Brigade July 2009 - June 2012
US Army July 2012 - 2012
US Army April 2004 - July 2009
US Army November 2003 - April 2004
US Army March 2001 - November 2003
Skills
Networking, Wireless Networking, Network Security, Security+, Satellite Communications
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
1 year Bachelor, Network and communications Management
South Medford High School 1996 — 2000
Diploma, General Studies
Ashland Partners November 2012 - Present
93rd Signal Brigade July 2009 - June 2012
US Army July 2012 - 2012
US Army April 2004 - July 2009
US Army November 2003 - April 2004
US Army March 2001 - November 2003
Skills
Networking, Wireless Networking, Network Security, Security+, Satellite Communications
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
1 year Bachelor, Network and communications Management
South Medford High School 1996 — 2000
Diploma, General Studies
Talia Ortega Talia Ortega's Ashland Partners Experience April 2005 - December 2006
Job Vice President at Citi Private Bank
Industry Financial Services
Experience
Citi November 2014 - Present
Deloitte April 2012 - November 2014
PineBridge Investments December 2009 - March 2012
Capital Counsel LLC October 2008 - December 2009
AIG Investments December 2006 - October 2008
Ashland Partners April 2005 - December 2006
Skills
Compliance, Fixed Income, Equities, Hedge Funds, Excel, Private Equity, GIPS, Marketing Materials, RFP preparation, Performance Measurement, Microsoft Excel, Marketing, Investment Management, Asset Management, Alternative Investments, Analysis, Auditing, Bloomberg, Emerging Markets, Investments, Management, Portfolio Management, RFP
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Montclair Kimberley Academy 1996 — 2000
HS
Citi November 2014 - Present
Deloitte April 2012 - November 2014
PineBridge Investments December 2009 - March 2012
Capital Counsel LLC October 2008 - December 2009
AIG Investments December 2006 - October 2008
Ashland Partners April 2005 - December 2006
Skills
Compliance, Fixed Income, Equities, Hedge Funds, Excel, Private Equity, GIPS, Marketing Materials, RFP preparation, Performance Measurement, Microsoft Excel, Marketing, Investment Management, Asset Management, Alternative Investments, Analysis, Auditing, Bloomberg, Emerging Markets, Investments, Management, Portfolio Management, RFP
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts (B.A.), Economics, Political Science
Montclair Kimberley Academy 1996 — 2000
HS
Daniel Grasso, CPA Daniel Grasso, CPA's Ashland Partners Experience March 2004 - December 2005
Job Owner at Daniel L Grasso Accounting Services
Industry Accounting
Experience
Daniel L Grasso Accounting Services August 2014 - Present
Rogue Tax Professionals September 2014 - May 2015
Labor Ready March 2014 - December 2014
Listo Tax Solutions July 2013 - February 2014
Cairn Investment Performance Consulting May 2011 - May 2013
Mercy's Manna October 2010 - December 2011
Ashland Partners & Co., LLP March 2006 - February 2011
Ashland Partners March 2004 - December 2005
Ashland Partners July 2001 - March 2004
Various July 2000 - June 2001
Skills
Quality Assurance, Auditing, Data Analysis, Proofreading, Accounting, Copy Editing, Editing, Compliance, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quality Control, QuickBooks, Training, Bookkeeping, Payroll
Education
Oregon State University 1995 — 1997
Bachelor's Degree, Business Finance
Southern Oregon University 1993 — 1995
Business, Science
Daniel L Grasso Accounting Services August 2014 - Present
Rogue Tax Professionals September 2014 - May 2015
Labor Ready March 2014 - December 2014
Listo Tax Solutions July 2013 - February 2014
Cairn Investment Performance Consulting May 2011 - May 2013
Mercy's Manna October 2010 - December 2011
Ashland Partners & Co., LLP March 2006 - February 2011
Ashland Partners March 2004 - December 2005
Ashland Partners July 2001 - March 2004
Various July 2000 - June 2001
Skills
Quality Assurance, Auditing, Data Analysis, Proofreading, Accounting, Copy Editing, Editing, Compliance, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Quality Control, QuickBooks, Training, Bookkeeping, Payroll
Education
Oregon State University 1995 — 1997
Bachelor's Degree, Business Finance
Southern Oregon University 1993 — 1995
Business, Science
Jenny (Bateman) LeRoy Jenny (Bateman) LeRoy's Ashland Partners Experience February 2007 - May 2012
Job Vice President
Industry Investment Management
Experience
Cutler Investment Group May 2012 - Present
Ashland Partners February 2007 - May 2012
Ashland Partners July 2009 - July 2011
Skills
Investment Strategies, Management, Financial Analysis, Accounting, Auditing, Microsoft Excel, Hedge Funds, Internal Controls, Portfolio Management, Asset Management, Investments, Alternative Investments
Education
Southern Oregon University 2004 — 2008
MBA, Business
Cutler Investment Group May 2012 - Present
Ashland Partners February 2007 - May 2012
Ashland Partners July 2009 - July 2011
Skills
Investment Strategies, Management, Financial Analysis, Accounting, Auditing, Microsoft Excel, Hedge Funds, Internal Controls, Portfolio Management, Asset Management, Investments, Alternative Investments
Education
Southern Oregon University 2004 — 2008
MBA, Business
Scott R. Fabiani-Beeman Scott R. Fabiani-Beeman's Ashland Partners Experience September 2015 - Present
Job CPA/CMA/CVA Candidate
Industry Accounting
Experience
Ashland Partners September 2015 - Present
Aladdin Inn & Suites February 2014 - August 2015
Gustafson Berg & Co. LLC CPA February 2015 - June 2015
Foundation for the People of Burma May 2012 - August 2012
Skate Like a Girl May 2008 - December 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Financial Accounting, General Ledger, Business Correspondence, Budgets, Event Planning, Finance, Financial Statement..., Third Party Billing, Account Reconciliation, SAP ERP
Education
Portland State University - School of Business 2014 — 2015
Bachelor of Business Administration (BBA), Accountancy
Golden Gate University 2013 — 2013
Accounting
New Mexico State University 2011 — 2013
Accounting, 3.67
Ashland Partners September 2015 - Present
Aladdin Inn & Suites February 2014 - August 2015
Gustafson Berg & Co. LLC CPA February 2015 - June 2015
Foundation for the People of Burma May 2012 - August 2012
Skate Like a Girl May 2008 - December 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Financial Accounting, General Ledger, Business Correspondence, Budgets, Event Planning, Finance, Financial Statement..., Third Party Billing, Account Reconciliation, SAP ERP
Education
Portland State University - School of Business 2014 — 2015
Bachelor of Business Administration (BBA), Accountancy
Golden Gate University 2013 — 2013
Accounting
New Mexico State University 2011 — 2013
Accounting, 3.67
Josh Bakke's Ashland Partners Experience April 2010 - July 2010
Job Tax Manager at Moss Adams LLP
Industry Accounting
Experience
Rogue Valley Farm to School August 2015 - Present
Moss Adams LLP June 2015 - Present
Moss Adams LLP June 2013 - June 2015
Nagel & Padilla, LLC January 2011 - May 2013
Ashland Partners April 2010 - July 2010
Moss Adams LLP January 2010 - April 2010
Skills
Tax, CPA, Accounting, GAAP, Tax Research, Tax Preparation, Financial Reporting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Financial Accounting, Auditing
Education
Southern Oregon University 2005 — 2010
B.S., Business Administration, Public Accounting
North Medford High School
North Medford High School
North Medford High School
Rogue Valley Farm to School August 2015 - Present
Moss Adams LLP June 2015 - Present
Moss Adams LLP June 2013 - June 2015
Nagel & Padilla, LLC January 2011 - May 2013
Ashland Partners April 2010 - July 2010
Moss Adams LLP January 2010 - April 2010
Skills
Tax, CPA, Accounting, GAAP, Tax Research, Tax Preparation, Financial Reporting, QuickBooks, Internal Controls, Corporate Tax, Income Tax, Tax Accounting, Tax Returns, Financial Accounting, Auditing
Education
Southern Oregon University 2005 — 2010
B.S., Business Administration, Public Accounting
North Medford High School
North Medford High School
North Medford High School
Kala Bernhardt's Ashland Partners Experience June 2009 - September 2009
Job International Tax at KPMG US
Industry Accounting
Experience
KPMG US June 2012 - Present
Del Rio Vineyards and Winery March 2009 - October 2013
Oregon Shakespeare Festival June 2010 - August 2010
Ashland Partners June 2009 - September 2009
Seattle University September 2006 - November 2006
Seattle University August 2006 - September 2006
Seattle University September 2005 - July 2006
Skills
Legal Research, Market Research, Entrepreneurship, Financial Analysis, Corporate Finance, Tax-advantaged..., Financial Reporting, Wineries, Wine, Corporate Tax, International Tax, Business Planning, Corporate Law, Internal Controls, Nonprofits, Finance, Tax, Auditing, Accounting, CPA, Tax Accounting, Customer Service, Internal Audit
Education
University of Oregon School of Law 2010 — 2013
Doctor of Law (JD), Tax • Law of Corporations
University of Oregon - Charles H. Lundquist College of Business 2011 — 2012
New Venture Planning
Southern Oregon University 2007 — 2010
B.S.B.A., Accounting • Philosophy
Seattle University 2004 — 2006
Philosophy
KPMG US June 2012 - Present
Del Rio Vineyards and Winery March 2009 - October 2013
Oregon Shakespeare Festival June 2010 - August 2010
Ashland Partners June 2009 - September 2009
Seattle University September 2006 - November 2006
Seattle University August 2006 - September 2006
Seattle University September 2005 - July 2006
Skills
Legal Research, Market Research, Entrepreneurship, Financial Analysis, Corporate Finance, Tax-advantaged..., Financial Reporting, Wineries, Wine, Corporate Tax, International Tax, Business Planning, Corporate Law, Internal Controls, Nonprofits, Finance, Tax, Auditing, Accounting, CPA, Tax Accounting, Customer Service, Internal Audit
Education
University of Oregon School of Law 2010 — 2013
Doctor of Law (JD), Tax • Law of Corporations
University of Oregon - Charles H. Lundquist College of Business 2011 — 2012
New Venture Planning
Southern Oregon University 2007 — 2010
B.S.B.A., Accounting • Philosophy
Seattle University 2004 — 2006
Philosophy
Austin Dilling, CPA, CIPM's Ashland Partners Experience September 2011 - Present
Job Senior Associate
Industry Accounting
Experience
Ashland Partners September 2011 - Present
Lithia Motors July 2006 - September 2011
Skills
Financial Reporting, Performance Measurement, Auditing, Accounting, GIPS, Internal Controls, Microsoft Excel, Financial Analysis, Accounts Payable, SEC filings, Forecasting, Finance
Education
University of Oklahoma 2001 — 2006
BBA, International Business/Accounting
University of Southern Oregon
MBA
Ashland Partners September 2011 - Present
Lithia Motors July 2006 - September 2011
Skills
Financial Reporting, Performance Measurement, Auditing, Accounting, GIPS, Internal Controls, Microsoft Excel, Financial Analysis, Accounts Payable, SEC filings, Forecasting, Finance
Education
University of Oklahoma 2001 — 2006
BBA, International Business/Accounting
University of Southern Oregon
MBA
Karen Holt, MIM, SPHR, SHRM-SCP Karen Holt, MIM, SPHR, SHRM-SCP's Ashland Partners Experience May 2015 - Present
Job Director of Human Resources at Ashland Partners
Industry Management Consulting
Experience
Ashland Partners May 2015 - Present
Karen Holt Consulting 2006 - Present
Swanson Group July 2012 - April 2015
Harry and David January 2012 - July 2012
Xanterra Parks & Resorts April 2011 - January 2012
State of Oregon, Oregon Youth Authority January 2010 - December 2010
HRS Compliance Strategies, Inc. July 2008 - January 2010
Batzer Inc. April 2006 - January 2010
Asante Health System January 2002 - January 2006
Community Works December 1994 - January 2002
Skills
Employee Relations, Grant Writing, Career Development, Public Relations, Fiscal Management, Performance Management, Mediation, Organizational..., Supervisory Skills, Conflict Resolution, Strategic Planning, Coaching, Budgeting, Compliance, Leadership Development, Mentoring, Public Speaking, Customer Relations, Policy, Team Building, Non-profits, Employment Law, Compensation, Onboarding, HR Consulting, Workers Compensation, HRIS, Process Improvement, Sourcing, Benefits, Employee Benefits, Workforce Development, Legal Compliance, Hiring, Benefits Administration, Succession Planning, Talent Management, Employee Engagement, Organizational..., Interviewing, Change Management, Conflict Management, Organizational Change, Labor Relations, Human Capital Management, Executive Coaching, Talent Acquisition, Administration, HR Policies, Customer Service
Education
Southern Oregon University 1980 — 2003
Masters, Business Management
Northwest Christian College 1996 — 1998
Bachelor Degree, Business Management
Northwest Nazarene University 1979 — 1980
Masters in Management, Business Management
Ashland Partners May 2015 - Present
Karen Holt Consulting 2006 - Present
Swanson Group July 2012 - April 2015
Harry and David January 2012 - July 2012
Xanterra Parks & Resorts April 2011 - January 2012
State of Oregon, Oregon Youth Authority January 2010 - December 2010
HRS Compliance Strategies, Inc. July 2008 - January 2010
Batzer Inc. April 2006 - January 2010
Asante Health System January 2002 - January 2006
Community Works December 1994 - January 2002
Skills
Employee Relations, Grant Writing, Career Development, Public Relations, Fiscal Management, Performance Management, Mediation, Organizational..., Supervisory Skills, Conflict Resolution, Strategic Planning, Coaching, Budgeting, Compliance, Leadership Development, Mentoring, Public Speaking, Customer Relations, Policy, Team Building, Non-profits, Employment Law, Compensation, Onboarding, HR Consulting, Workers Compensation, HRIS, Process Improvement, Sourcing, Benefits, Employee Benefits, Workforce Development, Legal Compliance, Hiring, Benefits Administration, Succession Planning, Talent Management, Employee Engagement, Organizational..., Interviewing, Change Management, Conflict Management, Organizational Change, Labor Relations, Human Capital Management, Executive Coaching, Talent Acquisition, Administration, HR Policies, Customer Service
Education
Southern Oregon University 1980 — 2003
Masters, Business Management
Northwest Christian College 1996 — 1998
Bachelor Degree, Business Management
Northwest Nazarene University 1979 — 1980
Masters in Management, Business Management
Robert Milman's Ashland Partners Experience June 2015 - Present
Job Student at Bentley University
Industry Financial Services
Experience
Ashland Partners June 2015 - Present
Cohen & Steers July 2013 - August 2014
Wizards of the Mind Summer Camp June 2011 - July 2013
Wizards of the Mind Enrichment School March 2007 - June 2012
Skills
Microsoft Excel, Finance, Bloomberg, Investment Performance, Project Planning, Microsoft Office, Morningstar, Bloomberg Terminal, Social Media, Communication Skills, Operations Management, Bloomberg Data License, FactSet, Communication, Customer Service, Teamwork, Public Speaking
Education
Bentley University 2012 — 2016
B.S. in Finance and Global Perspectives Liberal Studies Major
Governor Livingston High School 2008 — 2012
Ashland Partners June 2015 - Present
Cohen & Steers July 2013 - August 2014
Wizards of the Mind Summer Camp June 2011 - July 2013
Wizards of the Mind Enrichment School March 2007 - June 2012
Skills
Microsoft Excel, Finance, Bloomberg, Investment Performance, Project Planning, Microsoft Office, Morningstar, Bloomberg Terminal, Social Media, Communication Skills, Operations Management, Bloomberg Data License, FactSet, Communication, Customer Service, Teamwork, Public Speaking
Education
Bentley University 2012 — 2016
B.S. in Finance and Global Perspectives Liberal Studies Major
Governor Livingston High School 2008 — 2012
Jeff Dudeck, CIPM Jeff Dudeck, CIPM's Ashland Partners Experience June 2013 - May 2014
Job Manager Research & Competitive Analysis Performance Reporting and Research
Industry Investment Management
Experience
Charles Schwab Investment Management June 2014 - Present
Ashland Partners June 2013 - May 2014
Janus Capital Group October 2008 - June 2013
Janus Capital Group October 2007 - October 2008
Putnam Investments 1999 - 2002
Skills
Performance Measurement, Performance Verification, GIPS, CIPM, Portfolio Performance..., Performance Analysis, Performance Attribution, Finance, Accounting, Performance Consulting, Derivatives, Microsoft Office, Banking, Leadership, Training, Retirement Planning, Performance Testing, Performance Auditing
Education
Bryant University 1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
West Morris Central
Charles Schwab Investment Management June 2014 - Present
Ashland Partners June 2013 - May 2014
Janus Capital Group October 2008 - June 2013
Janus Capital Group October 2007 - October 2008
Putnam Investments 1999 - 2002
Skills
Performance Measurement, Performance Verification, GIPS, CIPM, Portfolio Performance..., Performance Analysis, Performance Attribution, Finance, Accounting, Performance Consulting, Derivatives, Microsoft Office, Banking, Leadership, Training, Retirement Planning, Performance Testing, Performance Auditing
Education
Bryant University 1995 — 1999
Bachelor of Science (BS), Finance and Financial Management Services
West Morris Central
Christian Nelson, CIPM Christian Nelson, CIPM's Ashland Partners Experience January 2009 - May 2009
Job at Cairn Investment Performance Consulting
Industry Accounting
Experience
Cairn Investment Performance Consulting, LLC May 2009 - Present
Ashland Partners January 2009 - May 2009
Performance Measurement Resource Group January 2008 - December 2008
Ashland Partners & Company September 2004 - January 2008
Skills
Performance Measurement, GIPS Compliance, GIPS, Microsoft Excel, Consulting, Axys, APX, Alternative Investments, Hedge Accounting, Fund Accounting, Auditing, Investment Management, Private Equity, Hedge Funds, Portfolio Management, Fixed Income
Education
University of Oregon 2000 — 2004
Bachelor of Science, Accounting
Cairn Investment Performance Consulting, LLC May 2009 - Present
Ashland Partners January 2009 - May 2009
Performance Measurement Resource Group January 2008 - December 2008
Ashland Partners & Company September 2004 - January 2008
Skills
Performance Measurement, GIPS Compliance, GIPS, Microsoft Excel, Consulting, Axys, APX, Alternative Investments, Hedge Accounting, Fund Accounting, Auditing, Investment Management, Private Equity, Hedge Funds, Portfolio Management, Fixed Income
Education
University of Oregon 2000 — 2004
Bachelor of Science, Accounting
Anthony Trout Anthony Trout's Ashland Partners Experience April 2012 - May 2013
Job Client Service Associate at Cairn Investment Performance Consulting
Industry Accounting
Experience
Cairn Investment Performance Consulting May 2013 - Present
Ashland Partners April 2012 - May 2013
5/73 Cavalry, 82d Airborne Division 2002 - 2008
Skills
Performance Measurement, Auditing, GIPS, Internal Controls, Strategic Planning, Financial Analysis, Accounting, Financial Reporting
Education
Southern Oregon University 2010 — 2011
Business Administration, Public Accounting
Cairn Investment Performance Consulting May 2013 - Present
Ashland Partners April 2012 - May 2013
5/73 Cavalry, 82d Airborne Division 2002 - 2008
Skills
Performance Measurement, Auditing, GIPS, Internal Controls, Strategic Planning, Financial Analysis, Accounting, Financial Reporting
Education
Southern Oregon University 2010 — 2011
Business Administration, Public Accounting
Susan M Wolcott Susan M Wolcott's Ashland Partners Experience May 2000 - April 2001
Job Kosmatka Donnelly & Co LLP
Industry Accounting
Experience
Kosmatka Donnelly & Co. LLP June 2001 - Present
Ashland Partners May 2000 - April 2001
Skills
Accounting, Compliance, Forensic Accounting, Financial Reporting, Non-profits, Certified Fraud Examiner, Income Tax, Internal Controls, Tax, Financial Analysis, Fraud Investigations, Fraud
Education
Southern Oregon University 1995 — 1997
Post Baccalaureate Certificate of Accountancy, Accounting
University of Utah 1988 — 1990
MA, Dance Kinesiology
Kosmatka Donnelly & Co. LLP June 2001 - Present
Ashland Partners May 2000 - April 2001
Skills
Accounting, Compliance, Forensic Accounting, Financial Reporting, Non-profits, Certified Fraud Examiner, Income Tax, Internal Controls, Tax, Financial Analysis, Fraud Investigations, Fraud
Education
Southern Oregon University 1995 — 1997
Post Baccalaureate Certificate of Accountancy, Accounting
University of Utah 1988 — 1990
MA, Dance Kinesiology
Jason Millard, CFA, CIPM Jason Millard, CFA, CIPM's Ashland Partners Experience July 2009 - Present
Job Director of Business Development at Ashland Partners
Industry Accounting
Experience
Ashland Partners July 2009 - Present
ACA Beacon Verification September 2005 - March 2009
Intrepid Capital May 2003 - June 2005
Skills
Investment Performance, GIPS Compliance, Financial Accounting, Performance Measurement, GIPS, Performance Attribution, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Internal Controls, Financial Modeling, Fund Of Funds, Auditing, Investments, Private Equity, Portfolio Management, Accounting, Axys, Financial Reporting, Asset Managment, Investment Strategies
Education
Georgia Institute of Technology - Georgia Tech College of Management 2001 — 2003
MBA, Finance
Georgia Institute of Technology 1989 — 1994
BS, Chemical Engineering
Ashland Partners July 2009 - Present
ACA Beacon Verification September 2005 - March 2009
Intrepid Capital May 2003 - June 2005
Skills
Investment Performance, GIPS Compliance, Financial Accounting, Performance Measurement, GIPS, Performance Attribution, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Financial Analysis, Internal Controls, Financial Modeling, Fund Of Funds, Auditing, Investments, Private Equity, Portfolio Management, Accounting, Axys, Financial Reporting, Asset Managment, Investment Strategies
Education
Georgia Institute of Technology - Georgia Tech College of Management 2001 — 2003
MBA, Finance
Georgia Institute of Technology 1989 — 1994
BS, Chemical Engineering
Kiffani Iverson's Ashland Partners Experience April 2008 - October 2008
Job Export Compliance Coordinator at Allports Forwarding and Allports Inc.
Industry Import and Export
Experience
Allports Forwarding and Allports Inc. November 2014 - Present
Allports Forwarding and Allports Inc. April 2014 - Present
Sierra Pacific Crafts August 2013 - April 2014
A-dec, Inc August 2011 - August 2013
Pendleton Woolen Mills December 2008 - August 2011
Ashland Partners April 2008 - October 2008
U.S. Department of Commerce May 2007 - August 2007
Education
Southern Oregon University 2005 — 2008
International Studies, Economics, US Foreign Relations
University of Poitiers 2006 — 2007
Language, Economics and Geo-politics
Kelso High School 2001 — 2005
Allports Forwarding and Allports Inc. November 2014 - Present
Allports Forwarding and Allports Inc. April 2014 - Present
Sierra Pacific Crafts August 2013 - April 2014
A-dec, Inc August 2011 - August 2013
Pendleton Woolen Mills December 2008 - August 2011
Ashland Partners April 2008 - October 2008
U.S. Department of Commerce May 2007 - August 2007
Education
Southern Oregon University 2005 — 2008
International Studies, Economics, US Foreign Relations
University of Poitiers 2006 — 2007
Language, Economics and Geo-politics
Kelso High School 2001 — 2005
Jason Mancuso's Ashland Partners Experience April 2011 - February 2012
Job Business Development Project Leader at Lutron Electronics
Industry Investment Management
Experience
Lutron Electronics December 2014 - Present
United States Navy January 2013 - December 2013
United States Navy January 2010 - December 2012
Ashland Partners April 2011 - February 2012
State Street Bank May 2008 - April 2011
Starbucks Coffee Company August 2006 - May 2008
Suffolk University May 2006 - May 2008
Cambridge Associates LLC February 2007 - April 2007
Skills
Investments, Alternative Investments, Microsoft Office, Finance, Management, VBA, Public Speaking, Team Leadership, Leadership, Private Equity, Performance Analysis, Budgets, Client Relationship..., Customer Service, Process Improvement, CRM, Microsoft Excel, Analysis, Financial Analysis, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Business Administration (M.B.A.)
Suffolk University 2004 — 2008
Bachelor's Degree, Business Administration and Management, Finance, Cum Laude
Lutron Electronics December 2014 - Present
United States Navy January 2013 - December 2013
United States Navy January 2010 - December 2012
Ashland Partners April 2011 - February 2012
State Street Bank May 2008 - April 2011
Starbucks Coffee Company August 2006 - May 2008
Suffolk University May 2006 - May 2008
Cambridge Associates LLC February 2007 - April 2007
Skills
Investments, Alternative Investments, Microsoft Office, Finance, Management, VBA, Public Speaking, Team Leadership, Leadership, Private Equity, Performance Analysis, Budgets, Client Relationship..., Customer Service, Process Improvement, CRM, Microsoft Excel, Analysis, Financial Analysis, Training
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Business Administration (M.B.A.)
Suffolk University 2004 — 2008
Bachelor's Degree, Business Administration and Management, Finance, Cum Laude
Zack Barber's Ashland Partners Experience August 2006 - August 2007
Job Royalty Accountant
Industry Financial Services
Experience
Ascend Learning May 2012 - Present
City of Colorado Springs April 2009 - September 2011
Rj and Makay 2008 - 2008
Ashland Partners August 2006 - August 2007
Education
Southern Oregon University 2004 — 2007
Accounting, Economics, accounting, Finance
Ascend Learning May 2012 - Present
City of Colorado Springs April 2009 - September 2011
Rj and Makay 2008 - 2008
Ashland Partners August 2006 - August 2007
Education
Southern Oregon University 2004 — 2007
Accounting, Economics, accounting, Finance
Janice Kitzman, CIPM's Ashland Partners Experience February 2010 - February 2012
Job ACA Performance Services
Industry Financial Services
Experience
ACA Performance Services January 2014 - Present
Vincent Performance Services LLC March 2012 - December 2013
Ashland Partners February 2010 - February 2012
Northwestern Mutual February 2009 - February 2010
US Cellular February 2008 - February 2009
Skills
Investments, Financial Analysis
Education
Southern Oregon University 2006 — 2009
Bachelor of Science, Mathematics
ACA Performance Services January 2014 - Present
Vincent Performance Services LLC March 2012 - December 2013
Ashland Partners February 2010 - February 2012
Northwestern Mutual February 2009 - February 2010
US Cellular February 2008 - February 2009
Skills
Investments, Financial Analysis
Education
Southern Oregon University 2006 — 2009
Bachelor of Science, Mathematics
Nathan McCartney's Ashland Partners Experience December 2007 - May 2010
Job VP & Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank April 2015 - Present
Union Bank May 2014 - April 2015
Union Bank June 2012 - May 2014
Ashland Partners December 2007 - May 2010
Education
Southern Oregon University 2005 — 2008
Bachelor of Business Administration, Finance & Economics
Union Bank April 2015 - Present
Union Bank May 2014 - April 2015
Union Bank June 2012 - May 2014
Ashland Partners December 2007 - May 2010
Education
Southern Oregon University 2005 — 2008
Bachelor of Business Administration, Finance & Economics
Nicole Seeley's Ashland Partners Experience September 2013 - Present
Job Director of Quality Control at Ashland Partners
Industry Investment Management
Experience
Ashland Partners September 2013 - Present
Ashland Partners September 2012 - September 2013
Ashland Partners September 2009 - August 2012
Ashland Partners December 2005 - August 2009
Lithia Motors April 2004 - December 2005
Skills
Performance Measurement, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, GAAP
Education
Southern Oregon University 1998 — 2003
Bachelor of Science in Business Administration, Accounting, Computer Science
Ashland Partners September 2013 - Present
Ashland Partners September 2012 - September 2013
Ashland Partners September 2009 - August 2012
Ashland Partners December 2005 - August 2009
Lithia Motors April 2004 - December 2005
Skills
Performance Measurement, Internal Controls, Accounting, Auditing, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, GAAP
Education
Southern Oregon University 1998 — 2003
Bachelor of Science in Business Administration, Accounting, Computer Science
Tisha Gerhard's Ashland Partners Experience 2001 - 2007
Job Sr. Accountant at Pacific Retirement Services
Industry Retail
Experience
Pacific Retirement Services 2011 - Present
Musician's Friend 2007 - April 2011
Ashland Partners 2001 - 2007
Education
Southern Oregon University 1996 — 2001
Business, Accounting
Pacific Retirement Services 2011 - Present
Musician's Friend 2007 - April 2011
Ashland Partners 2001 - 2007
Education
Southern Oregon University 1996 — 2001
Business, Accounting
Eric Peng, CPA, CIPM's Ashland Partners Experience June 2007 - Present
Job Manager at Ashland Partners
Industry Accounting
Experience
Ashland Partners June 2007 - Present
Skills
Auditing, Accounting, Financial Accounting, Performance Measurement, Portfolio Management, Financial Analysis, Financial Reporting, Compliance, Economics, Consulting Experience, Audit, Cyber-security
Education
Willamette University - Atkinson Graduate School of Management 2005 — 2007
MBA
University of Calgary
BS, Computer Science
University of Calgary
BA, Economics
Ashland Partners June 2007 - Present
Skills
Auditing, Accounting, Financial Accounting, Performance Measurement, Portfolio Management, Financial Analysis, Financial Reporting, Compliance, Economics, Consulting Experience, Audit, Cyber-security
Education
Willamette University - Atkinson Graduate School of Management 2005 — 2007
MBA
University of Calgary
BS, Computer Science
University of Calgary
BA, Economics
Mel Ashland's Ashland Partners Experience
Job Managing Partner at Ashland Partners
Industry Accounting
Experience
Ashland Partners
Skills
Financial Analysis, Auditing, Financial Reporting, Financial Accounting, Finance, GAAP, Management, SEC filings, Investments, Private Equity, Mergers & Acquisitions, Budgets, Alternative Investments, Accounting, Public Speaking, Due Diligence, Internal Controls, Financial Modeling, Investment Advisory, Performance Measurement, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Asset Management, Tax
Education
Luther College 1963 — 1967
BA Accounting, Accounting, Finance
Ashland Partners
Skills
Financial Analysis, Auditing, Financial Reporting, Financial Accounting, Finance, GAAP, Management, SEC filings, Investments, Private Equity, Mergers & Acquisitions, Budgets, Alternative Investments, Accounting, Public Speaking, Due Diligence, Internal Controls, Financial Modeling, Investment Advisory, Performance Measurement, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Asset Management, Tax
Education
Luther College 1963 — 1967
BA Accounting, Accounting, Finance
Joel Bernardin's Ashland Partners Experience November 2009 - Present
Job Verifier at Ashland Partners
Industry Accounting
Experience
Ashland Partners November 2009 - Present
FJC Security Services, Inc. October 2005 - January 2008
Skills
GIPS, Data Analysis, Performance Measurement, Accounting, Auditing
Education
Saint John's University 2008 — 2009
MBA, Finance
Stony Brook University 2001 — 2005
BS, Applied Mathematics and Statistics
Ashland Partners November 2009 - Present
FJC Security Services, Inc. October 2005 - January 2008
Skills
GIPS, Data Analysis, Performance Measurement, Accounting, Auditing
Education
Saint John's University 2008 — 2009
MBA, Finance
Stony Brook University 2001 — 2005
BS, Applied Mathematics and Statistics
Luis M. Vega, CPA's Ashland Partners Experience August 2012 - May 2013
Job Financial Advisor
Industry Financial Services
Experience
N/A August 2013 - Present
Ashland Partners August 2012 - May 2013
Vega CPA Services August 2010 - July 2012
Hewlett-Packard September 2008 - December 2011
Solectron July 2005 - December 2007
Planning Board of Puerto Rico May 2003 - August 2003
Skills
Financial Planning, Investment Advisory, Accounting, Financial Analysis, Economics, Financial Statement..., US GAAP, Life Insurance, Retirement Planning, Tax Planning, Tax
Education
Inter-American University of Puerto Rico 2008 — 2010
Master of Business Administration (MBA), Finance
University of Puerto Rico 1997 — 2003
Bachelor of Arts (BA), Economics, Accounting and Geography
AIC
N/A August 2013 - Present
Ashland Partners August 2012 - May 2013
Vega CPA Services August 2010 - July 2012
Hewlett-Packard September 2008 - December 2011
Solectron July 2005 - December 2007
Planning Board of Puerto Rico May 2003 - August 2003
Skills
Financial Planning, Investment Advisory, Accounting, Financial Analysis, Economics, Financial Statement..., US GAAP, Life Insurance, Retirement Planning, Tax Planning, Tax
Education
Inter-American University of Puerto Rico 2008 — 2010
Master of Business Administration (MBA), Finance
University of Puerto Rico 1997 — 2003
Bachelor of Arts (BA), Economics, Accounting and Geography
AIC
Christina Kaiserman's Ashland Partners Experience June 2010 - April 2011
Job Security Analyst
Industry Security and Investigations
Experience
Southern Oregon University July 2014 - Present
Asante Health System January 2012 - July 2014
Asante Health System April 2011 - January 2012
Ashland Partners June 2010 - April 2011
Skills
Digital Forensics, Information Security..., Computer Security, Information Security, Network Security, HIPAA, Healthcare Information..., Software Documentation, Troubleshooting, Technical Support, System Administration, Windows Server, Help Desk Support, Computer Forensics, Incident Response, Access
Education
Southern Oregon University 2008 — 2010
Bachelor of Science (BS), Computer Science
Southern Oregon University July 2014 - Present
Asante Health System January 2012 - July 2014
Asante Health System April 2011 - January 2012
Ashland Partners June 2010 - April 2011
Skills
Digital Forensics, Information Security..., Computer Security, Information Security, Network Security, HIPAA, Healthcare Information..., Software Documentation, Troubleshooting, Technical Support, System Administration, Windows Server, Help Desk Support, Computer Forensics, Incident Response, Access
Education
Southern Oregon University 2008 — 2010
Bachelor of Science (BS), Computer Science
Dane Brammer's Ashland Partners Experience January 2012 - July 2012
Job Accounting Professional
Industry Accounting
Experience
Ashland Partners January 2012 - July 2012
Kosmatka Donnelly & Co. LLP January 2011 - April 2011
Skills
•Thorough working..., •Experienced with..., •Familiar with...
Education
Southern Oregon University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.2
Ashland Partners January 2012 - July 2012
Kosmatka Donnelly & Co. LLP January 2011 - April 2011
Skills
•Thorough working..., •Experienced with..., •Familiar with...
Education
Southern Oregon University 2008 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.2
Michael Wastart's Ashland Partners Experience December 2014 - Present
Job Software Developer at Ashland Partners
Industry Information Technology and Services
Experience
Ashland Partners December 2014 - Present
United States District Court for the District of Colorado June 2011 - November 2014
United States District Court for the District of Colorado April 2007 - June 2011
Skills
C#, Software Development, System Administration, Microsoft SQL Server, Informix, Web Development, Mobile Product..., Network Security
Education
Olympic College 2006 — 2007
Digipen Institute of Technology 2002 — 2005
Ashland Partners December 2014 - Present
United States District Court for the District of Colorado June 2011 - November 2014
United States District Court for the District of Colorado April 2007 - June 2011
Skills
C#, Software Development, System Administration, Microsoft SQL Server, Informix, Web Development, Mobile Product..., Network Security
Education
Olympic College 2006 — 2007
Digipen Institute of Technology 2002 — 2005