Ashton Partners
Industry: Company
DescriptionFounded: 1997 Parent organizations: FTI Consulting, FD International Ltd
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Ashton Partners Employees
Employee
Years
Job
Industry
Mary Jane Mortell Mary Jane Mortell's Ashton Partners Experience September 2004 - February 2006
Job Strategic Marketing and Advertising
Industry Marketing and Advertising
Experience
Nelson Schmidt, Inc. May 2014 - Present
Cadence Health November 2007 - 2013
Ashton Partners September 2004 - February 2006
HyperFeed Technologies March 2001 - March 2003
KHJ Integrated Marketing January 1998 - September 2001
Skills
Healthcare, Marketing Communications, Event Planning, Strategic Planning, Marketing Strategy, Product Marketing, Services Marketing, Public Speaking, Business Strategy, Strategic Communications, Marketing, Public Relations, Social Media, Internal Communications, Creative Direction, Team Building, Leadership, Press Releases, Nonprofits, Direct Marketing, Media Relations, Corporate Communications, New Business Development, Integrated Marketing, Advertising, Social Media Marketing, Strategy, Management, Online Advertising, Brand Management, Digital Media, Direct Mail, SEO, Email Marketing, Crisis Communications
Education
Benedictine University 2011 — 2014
Business and Leadership
University of Wisconsin-Madison 1989 — 1993
BA, Double Major: English Literature and Political Science
Nelson Schmidt, Inc. May 2014 - Present
Cadence Health November 2007 - 2013
Ashton Partners September 2004 - February 2006
HyperFeed Technologies March 2001 - March 2003
KHJ Integrated Marketing January 1998 - September 2001
Skills
Healthcare, Marketing Communications, Event Planning, Strategic Planning, Marketing Strategy, Product Marketing, Services Marketing, Public Speaking, Business Strategy, Strategic Communications, Marketing, Public Relations, Social Media, Internal Communications, Creative Direction, Team Building, Leadership, Press Releases, Nonprofits, Direct Marketing, Media Relations, Corporate Communications, New Business Development, Integrated Marketing, Advertising, Social Media Marketing, Strategy, Management, Online Advertising, Brand Management, Digital Media, Direct Mail, SEO, Email Marketing, Crisis Communications
Education
Benedictine University 2011 — 2014
Business and Leadership
University of Wisconsin-Madison 1989 — 1993
BA, Double Major: English Literature and Political Science
Avi Nagavalli Avi Nagavalli's Ashton Partners Experience May 2006 - September 2006
Job Global Finance Professional | Consumer Goods | FP&A | Brand Building | Brand Strategy | Customer Development | MBA
Industry Consumer Goods
Experience
Unilever November 2014 - Present
Unilever April 2013 - June 2014
Unilever June 2012 - April 2013
Unilever April 2010 - June 2012
Unilever September 2007 - March 2010
Ashton Partners May 2006 - September 2006
Skills
Financial Analysis, Forecasting, Business Planning, Finance, Brand Management, Account Reconciliation, Essbase, Financial Modeling, Income Statement, Cost Accounting, Strategic Financial..., Financial Reporting, Corporate Finance, Pricing, Sarbanes-Oxley Act, Competitive Analysis, Managerial Finance, Hyperion Enterprise, Business Strategy, Internal Controls, Cross-functional Team..., Budgets, Accounting, Analysis, Management, Pricing Strategy, Financial Forecasting, P&L, Consumer Products, Strategy, Leadership, Process Improvement, Analytics, SAP, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Finance, Marketing Strategy
Babson College 2003 — 2007
BA, Finance, Economics
Unilever November 2014 - Present
Unilever April 2013 - June 2014
Unilever June 2012 - April 2013
Unilever April 2010 - June 2012
Unilever September 2007 - March 2010
Ashton Partners May 2006 - September 2006
Skills
Financial Analysis, Forecasting, Business Planning, Finance, Brand Management, Account Reconciliation, Essbase, Financial Modeling, Income Statement, Cost Accounting, Strategic Financial..., Financial Reporting, Corporate Finance, Pricing, Sarbanes-Oxley Act, Competitive Analysis, Managerial Finance, Hyperion Enterprise, Business Strategy, Internal Controls, Cross-functional Team..., Budgets, Accounting, Analysis, Management, Pricing Strategy, Financial Forecasting, P&L, Consumer Products, Strategy, Leadership, Process Improvement, Analytics, SAP, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Finance, Marketing Strategy
Babson College 2003 — 2007
BA, Finance, Economics
Greg Stallkamp Greg Stallkamp's Ashton Partners Experience April 2006 - May 2008
Job Partner at HowToLaunch.com
Industry Leisure, Travel & Tourism
Experience
HowToLaunch.com September 2014 - Present
Lakeshore Express Aviation October 2010 - Present
Holos LLC July 2008 - Present
BIGS Investment Fund, LLC October 2006 - June 2012
FanFueled July 2010 - December 2010
Chicago Public Schools - Culture of Calm January 2010 - June 2010
BrandHim January 2010 - May 2010
Ashton Partners April 2006 - May 2008
Banc One Capital Markets April 2003 - July 2005
BNP Paribas 2000 - 2002
Skills
Entrepreneurship, Social Media, Start-ups, Financial Analysis, Market Analysis, Marketing Strategy, Business Strategy, Management, Mergers & Acquisitions, Competitive Analysis, Business Development, Social Media Marketing, New Business Development, Sales Management, Strategic Planning, Marketing Communications, Online Advertising, Event Planning, Marketing, Tourism, Commercial Aviation, Public Relations, Business Planning, Integrated Marketing, Strategy, E-commerce, Brand Management, Corporate Communications, Strategic Partnerships, Online Marketing, Management Consulting, Email Marketing, Strategic Communications, Private Equity, Media Relations, Digital Marketing, Market Research, Brand Development, Investor Relations, Investments, Valuation, Financial Modeling, Due Diligence, Crisis Communications, Corporate Development, Analytics, Finance, Cross-functional Team..., Corporate Finance, Venture Capital
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management, Entrepreneurship
Georgetown University - The McDonough School of Business 1996 — 2000
Bachelor of Science, Finance, Marketing
University of Oxford 1999 — 1999
International Finance
Ernest W. Seaholm High School 1992 — 1996
HowToLaunch.com September 2014 - Present
Lakeshore Express Aviation October 2010 - Present
Holos LLC July 2008 - Present
BIGS Investment Fund, LLC October 2006 - June 2012
FanFueled July 2010 - December 2010
Chicago Public Schools - Culture of Calm January 2010 - June 2010
BrandHim January 2010 - May 2010
Ashton Partners April 2006 - May 2008
Banc One Capital Markets April 2003 - July 2005
BNP Paribas 2000 - 2002
Skills
Entrepreneurship, Social Media, Start-ups, Financial Analysis, Market Analysis, Marketing Strategy, Business Strategy, Management, Mergers & Acquisitions, Competitive Analysis, Business Development, Social Media Marketing, New Business Development, Sales Management, Strategic Planning, Marketing Communications, Online Advertising, Event Planning, Marketing, Tourism, Commercial Aviation, Public Relations, Business Planning, Integrated Marketing, Strategy, E-commerce, Brand Management, Corporate Communications, Strategic Partnerships, Online Marketing, Management Consulting, Email Marketing, Strategic Communications, Private Equity, Media Relations, Digital Marketing, Market Research, Brand Development, Investor Relations, Investments, Valuation, Financial Modeling, Due Diligence, Crisis Communications, Corporate Development, Analytics, Finance, Cross-functional Team..., Corporate Finance, Venture Capital
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management, Entrepreneurship
Georgetown University - The McDonough School of Business 1996 — 2000
Bachelor of Science, Finance, Marketing
University of Oxford 1999 — 1999
International Finance
Ernest W. Seaholm High School 1992 — 1996
Leah Barrett (Hammond) Leah Barrett (Hammond)'s Ashton Partners Experience February 2002 - October 2006
Job Regional Vice President at Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International June 2012 - Present
Element 79 November 2006 - September 2012
Ashton Partners February 2002 - October 2006
KPMG Consulting Malaysia November 2000 - October 2001
Fleishman Hillard September 1998 - November 2000
Skills
Integrated Marketing, Marketing Strategy, Business Development, Advertising, Marketing, Leadership, New Business Development, Entrepreneurship, Public Relations, Business Strategy, Sales, Interactive Marketing, Digital Marketing, Digital Strategy
Education
Northwestern University 2008 — 2009
Business & Marketing
St. Mary's College of California 1995 — 1999
BA, Communications
American University 1997 — 1998
Journalism Program
El Molino High School
Arbonne International June 2012 - Present
Element 79 November 2006 - September 2012
Ashton Partners February 2002 - October 2006
KPMG Consulting Malaysia November 2000 - October 2001
Fleishman Hillard September 1998 - November 2000
Skills
Integrated Marketing, Marketing Strategy, Business Development, Advertising, Marketing, Leadership, New Business Development, Entrepreneurship, Public Relations, Business Strategy, Sales, Interactive Marketing, Digital Marketing, Digital Strategy
Education
Northwestern University 2008 — 2009
Business & Marketing
St. Mary's College of California 1995 — 1999
BA, Communications
American University 1997 — 1998
Journalism Program
El Molino High School
Sean O'Dowd's Ashton Partners Experience November 2002 - May 2004
Job Global Director Financial Services at MapR Technologies
Industry Information Technology and Services
Experience
MapR Technologies August 2015 - Present
Teradata February 2012 - August 2015
IDC Financial Insights February 2006 - February 2012
JTC May 2004 - February 2006
Ashton Partners November 2002 - May 2004
State Street January 2000 - May 2002
CEB TowerGroup April 1999 - September 1999
O&M May 1997 - September 1998
Skills
Asset Management, Trading, Capital Markets, Securities, Equities, Market Research, Strategic Planning, Marketing Strategy, Sales Support, Asset Managment, Analytics, Strategy, Financial Services, Analysis, Banking, Sales Operations, Financial Modeling, Investment Management, Competitive Analysis, Portfolio Management, Finance, Valuation, Corporate Finance, Start-ups, Emerging Markets, Financial Analysis, Venture Capital, Management Consulting, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Entrepreneurship
Bentley University 1995 — 1999
B.S, Finance
Canterbury School 1991 — 1995
MapR Technologies August 2015 - Present
Teradata February 2012 - August 2015
IDC Financial Insights February 2006 - February 2012
JTC May 2004 - February 2006
Ashton Partners November 2002 - May 2004
State Street January 2000 - May 2002
CEB TowerGroup April 1999 - September 1999
O&M May 1997 - September 1998
Skills
Asset Management, Trading, Capital Markets, Securities, Equities, Market Research, Strategic Planning, Marketing Strategy, Sales Support, Asset Managment, Analytics, Strategy, Financial Services, Analysis, Banking, Sales Operations, Financial Modeling, Investment Management, Competitive Analysis, Portfolio Management, Finance, Valuation, Corporate Finance, Start-ups, Emerging Markets, Financial Analysis, Venture Capital, Management Consulting, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA, Entrepreneurship
Bentley University 1995 — 1999
B.S, Finance
Canterbury School 1991 — 1995
Bryan Glaza Bryan Glaza's Ashton Partners Experience January 2002 - April 2004
Job General Manager, Southwest Management Co.
Industry Logistics and Supply Chain
Experience
Southwest Management Company October 2006 - Present
Special Olympics Illinois April 2004 - October 2006
Ashton Partners January 2002 - April 2004
GCI Group 1999 - 2001
Dragonette, Inc. 1984 - 1999
Skills
Strategic Communications, Change Management, Crisis Management, Strategic Planning, Corporate Communications, Corporate Social..., Public Relations, Crisis Communications, Media Relations, New Business Development, Business Strategy, Non-profits, Marketing Communications, Investor Relations, Budgeting, Operations Management, P&L Management, Fundraising, Budgets, Nonprofits, Team Building, Marketing, Entrepreneurship, Marketing Strategy, Leadership, Integrated Marketing, Business Development, Management, CRM, Internal Communications, Strategy, Training, Executive Management, Event Management, Strategic Partnerships, Start-ups, Brand Management, Community Outreach
Education
Northwestern University 1974 — 1976
Bachelor of Arts, Sociology
Riverside Brookfield High School
Southwest Management Company October 2006 - Present
Special Olympics Illinois April 2004 - October 2006
Ashton Partners January 2002 - April 2004
GCI Group 1999 - 2001
Dragonette, Inc. 1984 - 1999
Skills
Strategic Communications, Change Management, Crisis Management, Strategic Planning, Corporate Communications, Corporate Social..., Public Relations, Crisis Communications, Media Relations, New Business Development, Business Strategy, Non-profits, Marketing Communications, Investor Relations, Budgeting, Operations Management, P&L Management, Fundraising, Budgets, Nonprofits, Team Building, Marketing, Entrepreneurship, Marketing Strategy, Leadership, Integrated Marketing, Business Development, Management, CRM, Internal Communications, Strategy, Training, Executive Management, Event Management, Strategic Partnerships, Start-ups, Brand Management, Community Outreach
Education
Northwestern University 1974 — 1976
Bachelor of Arts, Sociology
Riverside Brookfield High School
Chris Hodges Chris Hodges's Ashton Partners Experience July 1997 - September 2007
Job Building SMART IR Programs at Alpha IR
Industry Financial Services
Experience
Alpha IR Group December 2011 - Present
FTI Consulting June 2010 - December 2011
Financial Dynamics October 2007 - May 2009
Ashton Partners July 1997 - September 2007
Thomson Financial 1996 - 1997
Skills
Investor Relations..., Strategic Messaging..., Corporate Positioning, IR Plans, Investor Targeting, Buy-side Engagement..., IPO, Mergers, Investor Presentations, Investor Relations, Capital Markets, Buy-side, Strategic Communications, Message Development, Crisis Communications, Reputation Management, Corporate Communications, Private Equity, Mergers & Acquisitions, Thought Leadership, Positioning, New Business Development, Crisis Management, Acquisitions, Finance, M&A experience, Equities, Strategy, Corporate Development, Venture Capital, CRM
Education
Temple University 1993 — 1995
MBA, Finance
Lafayette College 1987 — 1991
BS, Mathematics
Alpha IR Group December 2011 - Present
FTI Consulting June 2010 - December 2011
Financial Dynamics October 2007 - May 2009
Ashton Partners July 1997 - September 2007
Thomson Financial 1996 - 1997
Skills
Investor Relations..., Strategic Messaging..., Corporate Positioning, IR Plans, Investor Targeting, Buy-side Engagement..., IPO, Mergers, Investor Presentations, Investor Relations, Capital Markets, Buy-side, Strategic Communications, Message Development, Crisis Communications, Reputation Management, Corporate Communications, Private Equity, Mergers & Acquisitions, Thought Leadership, Positioning, New Business Development, Crisis Management, Acquisitions, Finance, M&A experience, Equities, Strategy, Corporate Development, Venture Capital, CRM
Education
Temple University 1993 — 1995
MBA, Finance
Lafayette College 1987 — 1991
BS, Mathematics
Nathan Elwell Nathan Elwell's Ashton Partners Experience January 2006 - September 2007
Job Strategic Communications
Industry Financial Services
Experience
FTI Consulting March 2011 - June 2015
Financial Dynamics March 2010 - July 2012
Financial Dynamics October 2007 - March 2010
Ashton Partners January 2006 - September 2007
Ashton Partners January 2005 - January 2006
Ashton Partners January 2004 - January 2005
Ashton Partners January 2003 - January 2004
Ashton Partners September 2001 - January 2003
Ashton Partners January 2001 - September 2001
Ashton Partners December 1999 - January 2001
Skills
Investor Relations, Crisis Communications, Reputation Management, Corporate Communications, Corporate Social..., Strategic Communications, Crisis Management, Capital Markets, Internal Communications, Mergers, Public Relations, Marketing Communications, Mergers & Acquisitions, Thought Leadership, Message Development, Strategy, Social Media, Strategic Planning, Communication Training, Management
Education
University of East Anglia 1994 — 1997
BA 2:1, Economics
FTI Consulting March 2011 - June 2015
Financial Dynamics March 2010 - July 2012
Financial Dynamics October 2007 - March 2010
Ashton Partners January 2006 - September 2007
Ashton Partners January 2005 - January 2006
Ashton Partners January 2004 - January 2005
Ashton Partners January 2003 - January 2004
Ashton Partners September 2001 - January 2003
Ashton Partners January 2001 - September 2001
Ashton Partners December 1999 - January 2001
Skills
Investor Relations, Crisis Communications, Reputation Management, Corporate Communications, Corporate Social..., Strategic Communications, Crisis Management, Capital Markets, Internal Communications, Mergers, Public Relations, Marketing Communications, Mergers & Acquisitions, Thought Leadership, Message Development, Strategy, Social Media, Strategic Planning, Communication Training, Management
Education
University of East Anglia 1994 — 1997
BA 2:1, Economics
Doug Bycoff's Ashton Partners Experience June 2007 - August 2007
Job Analyst at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management April 2015 - Present
Avista Capital Partners August 2012 - March 2015
UBS Investment Bank September 2009 - June 2012
Ashton Partners June 2007 - August 2007
Education
Duke University 2005 — 2009
B.S.E., Electrical and Computer Engineering
Hingham High School 2001 — 2005
Point72 Asset Management April 2015 - Present
Avista Capital Partners August 2012 - March 2015
UBS Investment Bank September 2009 - June 2012
Ashton Partners June 2007 - August 2007
Education
Duke University 2005 — 2009
B.S.E., Electrical and Computer Engineering
Hingham High School 2001 — 2005
Latasha James, PHR, SHRM-CP Latasha James, PHR, SHRM-CP's Ashton Partners Experience March 2005 - March 2006
Job Manager, HR and Accounting at Quality Training Systems
Industry Human Resources
Experience
Quality Training Systems January 2013 - Present
The Harbour December 2010 - December 2013
Lexington Health Network April 2011 - July 2012
Olenick & Associates September 2007 - December 2009
Richardsons 4 Seasons March 2006 - September 2007
Ashton Partners March 2005 - March 2006
Skills
Recruiting, Strategic Planning, Performance Management, Employee Relations, Talent Management, Coaching, Operations Management, Organizational..., HR Policies, Leadership Development, Resume Writing, Training, Onboarding, Talent Acquisition, Career Development
Education
Elmhurst College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
University of Arkansas at Pine Bluff 1996 — 1998
Quality Training Systems January 2013 - Present
The Harbour December 2010 - December 2013
Lexington Health Network April 2011 - July 2012
Olenick & Associates September 2007 - December 2009
Richardsons 4 Seasons March 2006 - September 2007
Ashton Partners March 2005 - March 2006
Skills
Recruiting, Strategic Planning, Performance Management, Employee Relations, Talent Management, Coaching, Operations Management, Organizational..., HR Policies, Leadership Development, Resume Writing, Training, Onboarding, Talent Acquisition, Career Development
Education
Elmhurst College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
University of Arkansas at Pine Bluff 1996 — 1998
Heather Starck Cooper's Ashton Partners Experience 2004 - 2005
Job Assistant Vice President, Pricing and Business Intelligence at Equity Residential
Industry Real Estate
Experience
Equity Residential January 2015 - Present
Equity Residential January 2011 - January 2015
Equity Residential July 2008 - January 2011
Equity Residential January 2007 - July 2008
Equity Residential 2005 - 2007
Ashton Partners 2004 - 2005
Jackson National Asset Management, LLC 2002 - 2004
Skills
Revenue Analysis, Budgets, Financial Analysis, Forecasting, Real Estate, Competitive Analysis, Pricing, Market Analysis, Property Management, Account Management, Contract Negotiation, Pricing Strategy, Due Diligence, Finance, Microsoft Excel, Financial Modeling, Yield Management, Apartments, Revenue Forecasting, Negotiation, Cross-functional Team..., Management
Education
Northern Illinois University
Bachelor of Science (BS), Finance
Northern Illinois University
Equity Residential January 2015 - Present
Equity Residential January 2011 - January 2015
Equity Residential July 2008 - January 2011
Equity Residential January 2007 - July 2008
Equity Residential 2005 - 2007
Ashton Partners 2004 - 2005
Jackson National Asset Management, LLC 2002 - 2004
Skills
Revenue Analysis, Budgets, Financial Analysis, Forecasting, Real Estate, Competitive Analysis, Pricing, Market Analysis, Property Management, Account Management, Contract Negotiation, Pricing Strategy, Due Diligence, Finance, Microsoft Excel, Financial Modeling, Yield Management, Apartments, Revenue Forecasting, Negotiation, Cross-functional Team..., Management
Education
Northern Illinois University
Bachelor of Science (BS), Finance
Northern Illinois University
Greg Taylor, CFA's Ashton Partners Experience July 2005 - July 2007
Job Finance Professional
Industry Individual & Family Services
Experience
Brownlie & Braden, LLC September 2009 - June 2011
Bank of America August 2007 - April 2009
Ashton Partners July 2005 - July 2007
Assante Capital Management / Taylor Planning July 2001 - July 2005
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Valuation, Capital Markets, Hedge Funds, Private Equity, Series 7, Portfolio Management, Fixed Income
Education
CFA Institute 2006 — 2008
Chartered Financial Analyst
Boston College 1993 — 1997
Bachelor of Science, Finance
Salisbury Composite
High School
Brownlie & Braden, LLC September 2009 - June 2011
Bank of America August 2007 - April 2009
Ashton Partners July 2005 - July 2007
Assante Capital Management / Taylor Planning July 2001 - July 2005
Skills
Financial Modeling, Financial Analysis, Investments, Asset Managment, Equities, Valuation, Capital Markets, Hedge Funds, Private Equity, Series 7, Portfolio Management, Fixed Income
Education
CFA Institute 2006 — 2008
Chartered Financial Analyst
Boston College 1993 — 1997
Bachelor of Science, Finance
Salisbury Composite
High School
Catherine (Gifford) Thompson's Ashton Partners Experience June 2003 - June 2004
Job Audit Manager at JPMorganChase
Industry Financial Services
Experience
JPMorganChase Manage audit coverage across Consumer and Business Banking, with a focus on Consumer Compliance and Customer Experience.Internal AuditorNationwide Insurance2005 - 2006
National Futures Association 2004 - 2005
Ashton Partners June 2003 - June 2004
Make-A-Wish® Illinois March 2003 - June 2003
Make-A-Wish® Illinois September 2002 - November 2002
Skills
Internal Audit, Banking, Financial Risk, Financial Services, AML, Derivatives, Microsoft Excel, KYC, Bank Secrecy Act, Risk Management
Education
DePaul University 2000 — 2004
Bachelor of Science (BS), Finance
JPMorganChase Manage audit coverage across Consumer and Business Banking, with a focus on Consumer Compliance and Customer Experience.Internal AuditorNationwide Insurance2005 - 2006
National Futures Association 2004 - 2005
Ashton Partners June 2003 - June 2004
Make-A-Wish® Illinois March 2003 - June 2003
Make-A-Wish® Illinois September 2002 - November 2002
Skills
Internal Audit, Banking, Financial Risk, Financial Services, AML, Derivatives, Microsoft Excel, KYC, Bank Secrecy Act, Risk Management
Education
DePaul University 2000 — 2004
Bachelor of Science (BS), Finance
Karen Oeser, CFA Karen Oeser, CFA's Ashton Partners Experience April 2004 - July 2005
Job VP, Fixed Income and Alternative Investments at Hart Capital Management, Inc.
Industry Investment Management
Experience
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Hart Capital Management, Inc. November 2008 - Present
ViVo Publications Group, Inc. July 2006 - September 2008
Ashton Partners April 2004 - July 2005
Ripple Effect Communications September 2001 - April 2004
FitzGerald Communications 2000 - 2001
Sarasin Asset Management June 1998 - April 2000
Wellington Management Company July 1994 - August 1996
SG Warburg June 1993 - June 1994
Skills
Investments, Investor Relations, Fixed Income, Business Development
Education
Simmons College 1999 — 2002
BA, International Relations/Spanish
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Huong (Truong) Ogonowski's Ashton Partners Experience August 2006 - June 2007
Job Project Manager, Financial Software at eFront
Industry Information Technology and Services
Experience
eFront July 2014 - Present
Netage Solutions June 2013 - July 2014
SS&C Technologies January 2012 - June 2013
SS&C Technologies October 2007 - December 2011
Ashton Partners August 2006 - June 2007
State Street (The Private Edge Group) August 2005 - August 2006
Meketa Investment Group September 2004 - August 2005
Anchor Capital Advisors June 2002 - September 2004
Skills
Investments, Private Equity, Asset Management, Financial Analysis, Customer Relations, Key Account..., Software Project..., Asset Managment, Investor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Bentley University 1998 — 2002
Bachelor of Science
eFront July 2014 - Present
Netage Solutions June 2013 - July 2014
SS&C Technologies January 2012 - June 2013
SS&C Technologies October 2007 - December 2011
Ashton Partners August 2006 - June 2007
State Street (The Private Edge Group) August 2005 - August 2006
Meketa Investment Group September 2004 - August 2005
Anchor Capital Advisors June 2002 - September 2004
Skills
Investments, Private Equity, Asset Management, Financial Analysis, Customer Relations, Key Account..., Software Project..., Asset Managment, Investor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Bentley University 1998 — 2002
Bachelor of Science
Alice Zhang Alice Zhang's Ashton Partners Experience June 2006 - May 2008
Job strategic growth hacker, startup advisor, music critic
Industry Management Consulting
Experience
GBOPERA October 2010 - Present
Sustainable Microfarms November 2013 - July 2014
Knock.io March 2013 - December 2013
Thankster January 2010 - December 2013
ÜbberCreative September 2009 - December 2011
Forward Accelerator (formerly Forward Innovations) October 2008 - October 2009
Ashton Partners June 2006 - May 2008
San Francisco Opera January 2006 - December 2007
Morgan Stanley June 2002 - January 2003
USDA June 2000 - September 2000
Skills
Public Relations, Social Media, Strategic Partnerships, User Experience, Start-up Consulting, Monetization, Investor Relations, Music Criticism, Opera, Music Journalism, Online Marketing, Start-ups, E-commerce, Strategy, Entrepreneurship, Venture Capital, Corporate Development, Angel Investing, Digital Media, Competitive Analysis, Digital Strategy, Online Advertising, Brand Development, Business Development, Product Marketing, Analytics
Education
University of California, Berkeley
Bachelor of Arts, Interdisciplinary Studies (International Business), Music
GBOPERA October 2010 - Present
Sustainable Microfarms November 2013 - July 2014
Knock.io March 2013 - December 2013
Thankster January 2010 - December 2013
ÜbberCreative September 2009 - December 2011
Forward Accelerator (formerly Forward Innovations) October 2008 - October 2009
Ashton Partners June 2006 - May 2008
San Francisco Opera January 2006 - December 2007
Morgan Stanley June 2002 - January 2003
USDA June 2000 - September 2000
Skills
Public Relations, Social Media, Strategic Partnerships, User Experience, Start-up Consulting, Monetization, Investor Relations, Music Criticism, Opera, Music Journalism, Online Marketing, Start-ups, E-commerce, Strategy, Entrepreneurship, Venture Capital, Corporate Development, Angel Investing, Digital Media, Competitive Analysis, Digital Strategy, Online Advertising, Brand Development, Business Development, Product Marketing, Analytics
Education
University of California, Berkeley
Bachelor of Arts, Interdisciplinary Studies (International Business), Music
Aaron Leinker's Ashton Partners Experience 2004 - 2005
Job
Industry Financial Services
Experience
Bank of America 2007 - Present
Progressive Corporation 2006 - 2006
Ashton Partners 2004 - 2005
UBS 2002 - 2004
Deloitte Consulting 1998 - June 2001
Skills
Financial Analysis, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Corporate Development, Due Diligence, Cross-functional Team..., Analysis, Banking, Financial Services, Market Research, Team Building, Program Management, CRM
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
Miami University
B.Phil. Interdisciplinary Studies
Bank of America 2007 - Present
Progressive Corporation 2006 - 2006
Ashton Partners 2004 - 2005
UBS 2002 - 2004
Deloitte Consulting 1998 - June 2001
Skills
Financial Analysis, Competitive Analysis, Strategy, Business Strategy, Strategic Planning, Corporate Development, Due Diligence, Cross-functional Team..., Analysis, Banking, Financial Services, Market Research, Team Building, Program Management, CRM
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
Miami University
B.Phil. Interdisciplinary Studies
Mikel McMullen's Ashton Partners Experience March 2004 - March 2005
Job Senior Human Resources ManagerDistribution at Bed Bath & Beyond
Industry Human Resources
Experience
Bed Bath & Beyond August 2014 - Present
Pier 1 Imports June 2013 - June 2014
Lowe's Home Improvement January 2008 - January 2013
Lowes January 2008 - December 2012
CEVA Logistics April 2005 - December 2008
Home Depot/Ceva Logistics April 2005 - January 2008
Ashton Partners March 2004 - March 2005
Systems Resources December 1998 - March 2004
Skills
Change Management, Performance Management, Talent Management, Coaching, Interim Management, HR Consulting, Transportation, Management Consulting, Recruiting, Organizational..., Dutch, Employee Engagement, Process Improvement, Personnel Management, Human Resources, Training, Onboarding, Team Building, Leadership, Employee Relations
Education
Colorado State University 1986 — 1991
Bachelor of Arts (B.A.), Social Sciences
Regis University
Bed Bath & Beyond August 2014 - Present
Pier 1 Imports June 2013 - June 2014
Lowe's Home Improvement January 2008 - January 2013
Lowes January 2008 - December 2012
CEVA Logistics April 2005 - December 2008
Home Depot/Ceva Logistics April 2005 - January 2008
Ashton Partners March 2004 - March 2005
Systems Resources December 1998 - March 2004
Skills
Change Management, Performance Management, Talent Management, Coaching, Interim Management, HR Consulting, Transportation, Management Consulting, Recruiting, Organizational..., Dutch, Employee Engagement, Process Improvement, Personnel Management, Human Resources, Training, Onboarding, Team Building, Leadership, Employee Relations
Education
Colorado State University 1986 — 1991
Bachelor of Arts (B.A.), Social Sciences
Regis University
Keri Sarajian's Ashton Partners Experience July 2000 - July 2002
Job Senior Director Marketing, Brand Management, at SC Johnson
Industry Consumer Goods
Experience
SC Johnson December 2014 - Present
SC Johnson January 2014 - November 2014
SC Johnson October 2012 - December 2013
SC Johnson April 2010 - February 2013
SC Johnson October 2007 - March 2010
SC Johnson January 2006 - October 2007
SC Johnson August 2004 - January 2006
Ashton Partners July 2000 - July 2002
Sanford C. Bernstein 1998 - 2000
White & Case LLP July 1996 - April 1998
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Connecticut College 1992 — 1996
BA
SC Johnson December 2014 - Present
SC Johnson January 2014 - November 2014
SC Johnson October 2012 - December 2013
SC Johnson April 2010 - February 2013
SC Johnson October 2007 - March 2010
SC Johnson January 2006 - October 2007
SC Johnson August 2004 - January 2006
Ashton Partners July 2000 - July 2002
Sanford C. Bernstein 1998 - 2000
White & Case LLP July 1996 - April 1998
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Connecticut College 1992 — 1996
BA
Jim Koppa's Ashton Partners Experience May 2006 - December 2007
Job Senior Manager, Global Network Analytics
Industry Financial Services
Experience
Discover Financial Services May 2015 - Present
FTI Consulting April 2013 - May 2015
FTI Consulting January 2011 - March 2013
FTI Consulting January 2008 - December 2010
Ashton Partners May 2006 - December 2007
Skills
Data Analysis, Business Strategy, Reputation Management, Quantitative Analytics, Secondary Research, Due Diligence, Investor Relations, Crisis Communications, Strategic Planning, Primary Research, Qualitative Research, Quantitative Research, Financial Analysis, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Analysis, Finance, Corporate Finance, Capital Markets, Analytics
Education
Bowling Green State University 2002 — 2006
MS, Applied Statistics
Miami University 1998 — 2002
BS in Business, Decision Sciences
Discover Financial Services May 2015 - Present
FTI Consulting April 2013 - May 2015
FTI Consulting January 2011 - March 2013
FTI Consulting January 2008 - December 2010
Ashton Partners May 2006 - December 2007
Skills
Data Analysis, Business Strategy, Reputation Management, Quantitative Analytics, Secondary Research, Due Diligence, Investor Relations, Crisis Communications, Strategic Planning, Primary Research, Qualitative Research, Quantitative Research, Financial Analysis, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Analysis, Finance, Corporate Finance, Capital Markets, Analytics
Education
Bowling Green State University 2002 — 2006
MS, Applied Statistics
Miami University 1998 — 2002
BS in Business, Decision Sciences
Blythe Popper Bertolo's Ashton Partners Experience April 2006 - October 2007
Job Director, Marketing and Communications
Industry Public Relations and Communications
Experience
American Medical Association October 2013 - Present
Edelman April 2010 - October 2013
GolinHarris November 2007 - April 2010
Ashton Partners April 2006 - October 2007
Proactive Worldwide January 2005 - April 2006
North Business & Industrial Council (NORBIC) September 2004 - January 2005
Skills
Integrated Marketing, Strategic Planning, Media Relations, Social Networking, Corporate Communications, Strategic Communications, Crisis Communications, Public Relations, Marketing Communications, Marketing Strategy, Copywriting
Education
Purdue University
Bachelor of Arts, Advertising
American Medical Association October 2013 - Present
Edelman April 2010 - October 2013
GolinHarris November 2007 - April 2010
Ashton Partners April 2006 - October 2007
Proactive Worldwide January 2005 - April 2006
North Business & Industrial Council (NORBIC) September 2004 - January 2005
Skills
Integrated Marketing, Strategic Planning, Media Relations, Social Networking, Corporate Communications, Strategic Communications, Crisis Communications, Public Relations, Marketing Communications, Marketing Strategy, Copywriting
Education
Purdue University
Bachelor of Arts, Advertising
Mark McKevitt, CFA's Ashton Partners Experience 2002 - 2003
Job Senior Investment Analyst Industrials/Materials at Scout Investments
Industry Investment Management
Experience
Scout Investments March 2014 - Present
Capital World Investors January 2012 - March 2014
UBS Global Asset Management April 2006 - October 2011
UBS Global Asset Management May 2003 - April 2006
Ashton Partners 2002 - 2003
Zurich Scudder Investments 1999 - 2002
Scudder Kemper Investments 1999 - 2000
Skills
Equities, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Asset Managment, Equity Research, Investments, Hedge Funds, Financial Modeling
Education
University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics
Scout Investments March 2014 - Present
Capital World Investors January 2012 - March 2014
UBS Global Asset Management April 2006 - October 2011
UBS Global Asset Management May 2003 - April 2006
Ashton Partners 2002 - 2003
Zurich Scudder Investments 1999 - 2002
Scudder Kemper Investments 1999 - 2000
Skills
Equities, Portfolio Management, Valuation, Investment Strategies, Mutual Funds, Asset Managment, Equity Research, Investments, Hedge Funds, Financial Modeling
Education
University of Chicago - Booth School of Business 2003 — 2006
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics
Matthew Beverly's Ashton Partners Experience September 2000 - September 2001
Job Vice President, Director of Investment East Region at Retail Properties of America, Inc.
Industry Real Estate
Experience
Retail Properties of America, Inc. February 2014 - Present
Spectrum Inmobiliaria June 2013 - Present
General Growth Properties June 2002 - January 2014
Ashton Partners September 2000 - September 2001
KPMG June 1997 - August 2000
Skills
Real Estate Transactions, Real Estate Acquisitions, Real Estate Dispositions, International Investment, Real Estate Economics, Investments, Shopping Centers, Leases, Real Estate Development, Due Diligence, Real Estate Financing, Acquisitions, Disposition, Commercial Real Estate, Corporate Real Estate, Real Estate, Negotiation, Dispositions
Education
The University of Chicago Booth School of Business 2002 — 2006
MBA, Finance & Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science, Finance
St. Viator High School 1989 — 1993
Retail Properties of America, Inc. February 2014 - Present
Spectrum Inmobiliaria June 2013 - Present
General Growth Properties June 2002 - January 2014
Ashton Partners September 2000 - September 2001
KPMG June 1997 - August 2000
Skills
Real Estate Transactions, Real Estate Acquisitions, Real Estate Dispositions, International Investment, Real Estate Economics, Investments, Shopping Centers, Leases, Real Estate Development, Due Diligence, Real Estate Financing, Acquisitions, Disposition, Commercial Real Estate, Corporate Real Estate, Real Estate, Negotiation, Dispositions
Education
The University of Chicago Booth School of Business 2002 — 2006
MBA, Finance & Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science, Finance
St. Viator High School 1989 — 1993
Hilary Andron's Ashton Partners Experience September 2006 - March 2008
Job Investor Relations Manager at Fillmore Capital Partners, LLC
Industry Investment Management
Experience
Fillmore Capital Partners, LLC May 2008 - Present
Ashton Partners September 2006 - March 2008
Apex Capital Funds LLC February 2003 - January 2006
Friedman Fleischer & Lowe April 2000 - September 2002
ThinkWave Software Company August 1999 - April 2000
Skills
Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Banking, Investor Relations, Financial Reporting, Venture Capital, Social Media, Valuation, Corporate Finance, Equities, Social Media Marketing, Project Management, Due Diligence, Mergers, Portfolio Management, Microsoft Excel, Business Strategy, Entrepreneurship, IPO, Equity Research, Corporate Development, Asset Management, Mergers & Acquisitions
Education
University of California, Los Angeles 1994 — 1998
B.A. Economics, Economics
Fillmore Capital Partners, LLC May 2008 - Present
Ashton Partners September 2006 - March 2008
Apex Capital Funds LLC February 2003 - January 2006
Friedman Fleischer & Lowe April 2000 - September 2002
ThinkWave Software Company August 1999 - April 2000
Skills
Private Equity, Financial Analysis, Investments, Financial Modeling, Investment Banking, Investor Relations, Financial Reporting, Venture Capital, Social Media, Valuation, Corporate Finance, Equities, Social Media Marketing, Project Management, Due Diligence, Mergers, Portfolio Management, Microsoft Excel, Business Strategy, Entrepreneurship, IPO, Equity Research, Corporate Development, Asset Management, Mergers & Acquisitions
Education
University of California, Los Angeles 1994 — 1998
B.A. Economics, Economics
Janelle Woodward, CFA's Ashton Partners Experience October 2003 - May 2007
Job Director of Research / COO at Taplin, Canida & Habacht
Industry Investment Management
Experience
Taplin, Canida & Habacht December 2013 - Present
Taplin, Canida & Habacht February 2011 - Present
Taplin, Canida & Habacht June 2007 - February 2011
Ashton Partners October 2003 - May 2007
Accenture July 2001 - October 2003
Skills
Investment Management, Team Management, Fixed Income, Fixed Income Analysis, Research, Asset Management, Fundamental Analysis, Financial Analysis, Fixed Income Portfolio...
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Taylor University
Bachelor of Science (BS), Business Systems; Finance; Math
Taplin, Canida & Habacht December 2013 - Present
Taplin, Canida & Habacht February 2011 - Present
Taplin, Canida & Habacht June 2007 - February 2011
Ashton Partners October 2003 - May 2007
Accenture July 2001 - October 2003
Skills
Investment Management, Team Management, Fixed Income, Fixed Income Analysis, Research, Asset Management, Fundamental Analysis, Financial Analysis, Fixed Income Portfolio...
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Taylor University
Bachelor of Science (BS), Business Systems; Finance; Math
Doug Clendenin's Ashton Partners Experience May 2005 - September 2006
Job Vice President at Forward Financing
Industry Financial Services
Experience
Forward Financing September 2013 - Present
Mass Insight Corporation November 2010 - August 2013
Congressional Quarterly - Roll Call Group June 2010 - November 2010
Bain Capital 2006 - 2008
Ashton Partners May 2005 - September 2006
Financial Industry Regulatory Authority February 2003 - May 2005
Skills
Public Policy, Sales, Business Development, Project Management, Small Business Lending
Education
The Johns Hopkins University 2008 — 2010
MPP, Public Policy
Northeastern University
B.S., Political Science
Forward Financing September 2013 - Present
Mass Insight Corporation November 2010 - August 2013
Congressional Quarterly - Roll Call Group June 2010 - November 2010
Bain Capital 2006 - 2008
Ashton Partners May 2005 - September 2006
Financial Industry Regulatory Authority February 2003 - May 2005
Skills
Public Policy, Sales, Business Development, Project Management, Small Business Lending
Education
The Johns Hopkins University 2008 — 2010
MPP, Public Policy
Northeastern University
B.S., Political Science
Jennifer Denzel's Ashton Partners Experience May 2004 - January 2005
Job Investment Accounting Manager at OneBeacon Insurance
Industry Financial Services
Experience
OneBeacon Insurance November 2014 - Present
OneBeacon Insurance October 2012 - November 2014
Pine River Capital Management May 2012 - October 2012
Thrivent Financial for Lutherans April 2006 - May 2012
Century 21 Plumlee Realty January 2005 - April 2006
Ashton Partners May 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Investments, Securities, Financial Services, Finance, Financial Modeling, Insurance, Bloomberg, Internal Controls, General Ledger, Management, Mutual Funds, Process Improvement
Education
University of Iowa 2001 — 2004
BBA, Finance, Entrepreneurship
OneBeacon Insurance November 2014 - Present
OneBeacon Insurance October 2012 - November 2014
Pine River Capital Management May 2012 - October 2012
Thrivent Financial for Lutherans April 2006 - May 2012
Century 21 Plumlee Realty January 2005 - April 2006
Ashton Partners May 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Investments, Securities, Financial Services, Finance, Financial Modeling, Insurance, Bloomberg, Internal Controls, General Ledger, Management, Mutual Funds, Process Improvement
Education
University of Iowa 2001 — 2004
BBA, Finance, Entrepreneurship
Laura DeLong's Ashton Partners Experience August 2002 - July 2003
Job Associate at Jones Day
Industry Law Practice
Experience
Jones Day August 2006 - Present
Ashton Partners August 2002 - July 2003
Morgan Stanley July 2000 - August 2002
Education
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
Boston College - Carroll School of Management 1996 — 2000
B.S./B.A., Finance and History
Jones Day August 2006 - Present
Ashton Partners August 2002 - July 2003
Morgan Stanley July 2000 - August 2002
Education
The Ohio State University Moritz College of Law 2003 — 2006
J.D., Law
Boston College - Carroll School of Management 1996 — 2000
B.S./B.A., Finance and History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY