Avondale Partners, LLC
Industry: Capital market company
DescriptionFounded: 1999 Parent organization: J.J.B. Hilliard, W.L. Lyons, LLC Subsidiaries: Avondale Funds, LLC, Avondale Partners, LLC, Asset Management Arm
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Avondale Partners, LLC Employees
Employee
Years
Job
Industry
Collin Carpenter Collin Carpenter's Avondale Partners, LLC Experience May 2012 - December 2012
Job Financial Analyst at VGT
Industry Financial Services
Experience
VGT August 2014 - Present
Wunderlich Securities June 2013 - August 2014
Northcoast Research January 2013 - June 2013
AVONDALE PARTNERS LLC May 2012 - December 2012
Skills
Investments, Leadership, VBA, Microsoft Excel, Financial Modeling, Analysis, Equities, Social Media, Financial Analysis, Research
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration Degree, Business Finance; Business Administration
VGT August 2014 - Present
Wunderlich Securities June 2013 - August 2014
Northcoast Research January 2013 - June 2013
AVONDALE PARTNERS LLC May 2012 - December 2012
Skills
Investments, Leadership, VBA, Microsoft Excel, Financial Modeling, Analysis, Equities, Social Media, Financial Analysis, Research
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration Degree, Business Finance; Business Administration
Greg Salchow Greg Salchow's Avondale Partners, LLC Experience September 2007 - May 2008
Job Group Treasurer at Spartan Motors, Inc.
Industry Automotive
Experience
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Spartan Chassis, Inc. January 2012 - Present
Independent Consultant May 2008 - January 2012
Avondale Partners, LLC September 2007 - May 2008
Noble International, Ltd August 2003 - September 2007
Noble Metal Processing 2003 - 2007
Raymond James September 1998 - January 2003
Mesirow Financial 1996 - 1998
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
UMB Bank 1987 - 1989
Skills
Accounting, Forecasting, Investor Relations, Valuation, Financial Analysis, Analysis, Cash Management, Financial Modeling, Due Diligence, Budgeting, Corporate Finance, Business Planning, Cash Flow, Financial Planning, Strategic Planning, SOX, Debt, DCF, Internal Controls, Equities, Investments, Variance Analysis, Business Valuation, Planning, Private Equity, Mergers, Automotive, Sarbanes-Oxley Act, Mergers & Acquisitions, Treasury, Financial Reporting, Restructuring, Process Improvement, Acquisition Integration, Manufacturing, Divestitures, Cross-functional Team..., IPO, Managerial Finance, Management, Treasury Management
Education
Vanderbilt University - Owen Graduate School of Management 1989 — 1991
MBA, Finance, Organization Management
University of Missouri-Columbia 1982 — 1986
BSBA, Finance
Richard Close Richard Close's Avondale Partners, LLC Experience May 2011 - April 2015
Job Managing Director, Canaccord Genuity Group, Inc.
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Canaccord Genuity Group Inc. May 2015 - Present
TN HIMSS 2009 - Present
Avondale Partners, LLC May 2011 - April 2015
Jefferies & Company October 2003 - December 2010
SunTrust Robinson Humphrey August 2001 - September 2003
SunTrust Equitable Securities January 1998 - July 2001
Equitable Securities February 1996 - December 1997
Montgomery Asset Management March 1994 - January 1996
Skills
Financial Modeling, Equity Research, Equities, Private Equity, IPO, LBO, Venture Capital, Investments, Valuation, Finance, Equity Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, M&A experience, Corporate Development, Business Valuation, Alternative Investments, Mergers, Healthcare Information..., Healthcare Analytics, Healthcare Improvement, Healthcare Reimbursement, Analysis
Education
Rochester Institute of Technology 1987 — 1991
Bachelor's of Science, Economics
Trey Crabb Trey Crabb's Avondale Partners, LLC Experience 2005 - 2008
Job Managing Director, Healthcare Mergers, Acquisitions & Strategic Services at Ziegler
Industry Investment Banking
Experience
Ziegler 2012 - Present
UNC Health Care 2014 - Present
Carolina Research Venture Fund 2015 - Present
University of North Carolina at Chapel Hill 2012 - Present
University of North Carolina - Gillings School of Global Public Health Foundation 2006 - 2015
Nashville Ballet 2011 - 2014
Health Strategy Partners, LLC 2010 - 2012
University of Alabama 2009 - 2012
Stroudwater Associates 2008 - 2010
Avondale Partners, LLC 2005 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Healthcare, Valuation, Venture Capital, Strategy, Corporate Finance, Private Equity, Management, Finance, Strategic Planning, Hospitals, Leadership, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Business Valuation, Business Strategy, Executive Management, Acquisitions, Entrepreneurship, Management Consulting, Start-ups, Business Development, Corporate Development, Equities, Securities, Strategic Financial..., New Business Development, Business Planning, Competitive Analysis, Board of Directors, Financial Advisory, Company Valuation
Education
University of North Carolina at Chapel Hill - Gillings Global School of Public Health 1999 — 2001
MHA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
University of Alabama 1986 — 1990
BS, Corporate Finance and Investment Management
Ziegler 2012 - Present
UNC Health Care 2014 - Present
Carolina Research Venture Fund 2015 - Present
University of North Carolina at Chapel Hill 2012 - Present
University of North Carolina - Gillings School of Global Public Health Foundation 2006 - 2015
Nashville Ballet 2011 - 2014
Health Strategy Partners, LLC 2010 - 2012
University of Alabama 2009 - 2012
Stroudwater Associates 2008 - 2010
Avondale Partners, LLC 2005 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Healthcare, Valuation, Venture Capital, Strategy, Corporate Finance, Private Equity, Management, Finance, Strategic Planning, Hospitals, Leadership, Financial Modeling, Financial Analysis, Capital Markets, Due Diligence, Business Valuation, Business Strategy, Executive Management, Acquisitions, Entrepreneurship, Management Consulting, Start-ups, Business Development, Corporate Development, Equities, Securities, Strategic Financial..., New Business Development, Business Planning, Competitive Analysis, Board of Directors, Financial Advisory, Company Valuation
Education
University of North Carolina at Chapel Hill - Gillings Global School of Public Health 1999 — 2001
MHA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
University of Alabama 1986 — 1990
BS, Corporate Finance and Investment Management
Thomas Landstreet Thomas Landstreet's Avondale Partners, LLC Experience March 2003 - September 2006
Job Founder of Standard Research Corporation
Industry Financial Services
Experience
Standard Research Corporation December 2010 - Present
Tell-tale Investment Advisors October 2010 - Present
Laffer Associates September 2006 - December 2010
Avondale Partners, LLC March 2003 - September 2006
Robinson Humphrey Company 1995 - 2003
Euramerica 1987 - 1989
Skills
Stock Picking, Equities, Investment Banking, Investments, New Business Development, Mergers & Acquisitions, Strategy, Real Estate, Finance, Financial Modeling, Venture Capital, Hedge Funds, Economics, Entrepreneurship, Alternative Investments, Mutual Funds, Emerging Markets, Valuation, Analysis, Due Diligence, Investor Relations, Portfolio Management, Corporate Finance, Corporate Development, Financial Structuring, Equity Valuation, Investment Management, Start-ups, Equity Research, Private Equity
Education
Balliol College, Oxford England 1984 — 1985
19th Century English Literature
Auburn University 1981 — 1985
English Literature, English
Standard Research Corporation December 2010 - Present
Tell-tale Investment Advisors October 2010 - Present
Laffer Associates September 2006 - December 2010
Avondale Partners, LLC March 2003 - September 2006
Robinson Humphrey Company 1995 - 2003
Euramerica 1987 - 1989
Skills
Stock Picking, Equities, Investment Banking, Investments, New Business Development, Mergers & Acquisitions, Strategy, Real Estate, Finance, Financial Modeling, Venture Capital, Hedge Funds, Economics, Entrepreneurship, Alternative Investments, Mutual Funds, Emerging Markets, Valuation, Analysis, Due Diligence, Investor Relations, Portfolio Management, Corporate Finance, Corporate Development, Financial Structuring, Equity Valuation, Investment Management, Start-ups, Equity Research, Private Equity
Education
Balliol College, Oxford England 1984 — 1985
19th Century English Literature
Auburn University 1981 — 1985
English Literature, English
Ryan Trebilcock Ryan Trebilcock's Avondale Partners, LLC Experience January 2014 - May 2014
Job Outreach Assistant at ValueOptions (Military One Source)
Industry Military
Experience
CSC March 2015 - Present
ValueOptions (Military One Source) December 2014 - Present
TN Air National Guard November 2013 - Present
Avondale Partners LLC January 2014 - May 2014
Tennessee Army National Guard February 2003 - November 2013
Skills
Intelligence Analysis, Intelligence, Army, Military Operations, Force Protection, Security Clearance, Top Secret, Military, National Security, Microsoft Office, Emergency Management, CPOF, Military Training, Report Writing, Training, Database Administration, ArcGIS, GIS, Analysis, Military Experience, Typing, Command, MS Office Suite, Cyber Warfare, Life Insurance, Term Life Insurance, Whole Life, Customer Service, Analytical Skills, Supervisory Skills, Joint Military..., Computer Proficiency, Leadership, Public Speaking
Education
Lipscomb University 2015 — 2019
Bachelor of Science (B.S.), Business Administration and Management, General
David Lipscomb University 2010 — 2014
B.B.A., Business Administration and Management, General, Jr.0
CSC March 2015 - Present
ValueOptions (Military One Source) December 2014 - Present
TN Air National Guard November 2013 - Present
Avondale Partners LLC January 2014 - May 2014
Tennessee Army National Guard February 2003 - November 2013
Skills
Intelligence Analysis, Intelligence, Army, Military Operations, Force Protection, Security Clearance, Top Secret, Military, National Security, Microsoft Office, Emergency Management, CPOF, Military Training, Report Writing, Training, Database Administration, ArcGIS, GIS, Analysis, Military Experience, Typing, Command, MS Office Suite, Cyber Warfare, Life Insurance, Term Life Insurance, Whole Life, Customer Service, Analytical Skills, Supervisory Skills, Joint Military..., Computer Proficiency, Leadership, Public Speaking
Education
Lipscomb University 2015 — 2019
Bachelor of Science (B.S.), Business Administration and Management, General
David Lipscomb University 2010 — 2014
B.B.A., Business Administration and Management, General, Jr.0
Ellyn Cutler Ellyn Cutler's Avondale Partners, LLC Experience 2004 - 2006
Job Managing Consultant at c3/Consulting
Industry Management Consulting
Experience
c3/Consulting 2011 - Present
Arbor Healthcare 2009 - 2011
Umbrella Investment Corporation 2006 - 2009
Avondale Partners LLC 2004 - 2006
Mundaca Servicing Corporation 1997 - 2004
Skills
Process Improvement, Financial Modeling, Strategic Planning, Financial Analysis, Business Analysis, Healthcare, Corporate Finance, Due Diligence, Management Consulting, Contract Negotiation, Healthcare Information..., HIPAA, Business Strategy, Project Management, Business Process..., Finance, Strategy
Education
Belmont University 1999 — 2004
BBA, Finance
c3/Consulting 2011 - Present
Arbor Healthcare 2009 - 2011
Umbrella Investment Corporation 2006 - 2009
Avondale Partners LLC 2004 - 2006
Mundaca Servicing Corporation 1997 - 2004
Skills
Process Improvement, Financial Modeling, Strategic Planning, Financial Analysis, Business Analysis, Healthcare, Corporate Finance, Due Diligence, Management Consulting, Contract Negotiation, Healthcare Information..., HIPAA, Business Strategy, Project Management, Business Process..., Finance, Strategy
Education
Belmont University 1999 — 2004
BBA, Finance
Lydia Diaconou Lydia Diaconou's Avondale Partners, LLC Experience June 2007 - November 2007
Job VP, Relationship Manager
Industry Financial Services
Experience
Wells Fargo Bank December 2010 - Present
Health Connected (formerly Teen Talk) July 2013 - Present
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2008 - July 2010
Avondale Partners, LLC June 2007 - November 2007
JMI Equity February 2007 - June 2007
Education
University of San Diego 2004 — 2008
Finance, Accounting
Fundacion Jose Ortega y Gasset 2006 — 2006
Wells Fargo Bank December 2010 - Present
Health Connected (formerly Teen Talk) July 2013 - Present
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank July 2008 - July 2010
Avondale Partners, LLC June 2007 - November 2007
JMI Equity February 2007 - June 2007
Education
University of San Diego 2004 — 2008
Finance, Accounting
Fundacion Jose Ortega y Gasset 2006 — 2006
John Kean, Jr. John Kean, Jr.'s Avondale Partners, LLC Experience July 2008 - February 2011
Job President at BCN Telecom, Inc.
Industry Oil & Energy
Experience
BCN Telecom, Inc. July 2013 - Present
IBA LLC February 2011 - June 2013
Avondale Partners LLC July 2008 - February 2011
NewEnergy Venture Partners November 2006 - July 2008
International Business Associates March 2004 - October 2006
NUI Corporation February 1992 - September 2003
KCS Energy February 1988 - February 1992
EME/ KCS 1988 - 1990
NUI Corporation February 1985 - February 1988
Chemical Bank September 1979 - February 1985
Skills
Business Strategy, Change Management, High Growth, Mergers, IPO, Divestitures, Turn Arounds, Culture Change
Education
Harvard Business School 1994 — 1994
AMP, AMP
Lake Forest College 1975 — 1979
BA, Economics
FHCDS
St. Mark's School
BCN Telecom, Inc. July 2013 - Present
IBA LLC February 2011 - June 2013
Avondale Partners LLC July 2008 - February 2011
NewEnergy Venture Partners November 2006 - July 2008
International Business Associates March 2004 - October 2006
NUI Corporation February 1992 - September 2003
KCS Energy February 1988 - February 1992
EME/ KCS 1988 - 1990
NUI Corporation February 1985 - February 1988
Chemical Bank September 1979 - February 1985
Skills
Business Strategy, Change Management, High Growth, Mergers, IPO, Divestitures, Turn Arounds, Culture Change
Education
Harvard Business School 1994 — 1994
AMP, AMP
Lake Forest College 1975 — 1979
BA, Economics
FHCDS
St. Mark's School
Stefan Neely Stefan Neely's Avondale Partners, LLC Experience February 2012 - Present
Job Senior Associate Analyst at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners LLC February 2012 - Present
Avondale Partners LLC January 2012 - January 2012
Wheless Partners July 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Analysis, Research, Market Research, Factset, Bloomberg Terminal, Equity Research, Equities
Education
Birmingham-Southern College 2007 — 2011
B.S, Business Administration
Randolph School 1994 — 2007
High School Diploma
Avondale Partners LLC February 2012 - Present
Avondale Partners LLC January 2012 - January 2012
Wheless Partners July 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Analysis, Research, Market Research, Factset, Bloomberg Terminal, Equity Research, Equities
Education
Birmingham-Southern College 2007 — 2011
B.S, Business Administration
Randolph School 1994 — 2007
High School Diploma
Tom Divinnie's Avondale Partners, LLC Experience April 2013 - January 2015
Job Business Development at naviHealth, Inc.
Industry Hospital & Health Care
Experience
naviHealth, Inc. September 2015 - Present
Avondale Partners January 2015 - September 2015
Avondale Partners, LLC April 2013 - January 2015
Ernst & Young, LLP January 2012 - March 2013
Ernst & Young, LLP January 2011 - March 2011
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Economics, Microsoft Excel
Education
Davidson College 2006 — 2010
B.A., Economics
Wake Forest University, Schools of Business 2010 — 2011
Master’s Degree, Accountancy
naviHealth, Inc. September 2015 - Present
Avondale Partners January 2015 - September 2015
Avondale Partners, LLC April 2013 - January 2015
Ernst & Young, LLP January 2012 - March 2013
Ernst & Young, LLP January 2011 - March 2011
Skills
Mergers & Acquisitions, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Economics, Microsoft Excel
Education
Davidson College 2006 — 2010
B.A., Economics
Wake Forest University, Schools of Business 2010 — 2011
Master’s Degree, Accountancy
Trevor Croop Trevor Croop's Avondale Partners, LLC Experience January 2007 - August 2007
Job Principal Digital Strategist
Industry Management Consulting
Experience
Salesforce April 2013 - Present
Wyndham Hotel Group May 2012 - March 2013
Wyndham Hotel Group April 2011 - May 2012
Gaylord Entertainment April 2010 - April 2011
Gaylord Entertainment April 2008 - April 2010
Avondale Partners, LLC January 2007 - August 2007
Northwestern Mutual Financial Network May 2006 - December 2006
UBS Financial Services January 2006 - May 2006
Buca di Beppo January 2005 - August 2005
Noble Investment Group, LLC June 2004 - August 2004
Skills
Social Media, Analytics, Hotel Management, Customer Relations, Research, Change Management, Hospitality Management, Sentiment Analysis, Customer Service, Hospitality, Marketing, Social Media Marketing, Hotels, Customer Satisfaction, Strategic Planning, Management, CRM, Strategy, Hospitality Industry, E-commerce, Resorts
Education
Portland Community College 2011 — 2013
Master of Arts (M.A.), Neology
Belmont University 2003 — 2007
Bachelor's, Finance and Entrepreneurship
Salesforce April 2013 - Present
Wyndham Hotel Group May 2012 - March 2013
Wyndham Hotel Group April 2011 - May 2012
Gaylord Entertainment April 2010 - April 2011
Gaylord Entertainment April 2008 - April 2010
Avondale Partners, LLC January 2007 - August 2007
Northwestern Mutual Financial Network May 2006 - December 2006
UBS Financial Services January 2006 - May 2006
Buca di Beppo January 2005 - August 2005
Noble Investment Group, LLC June 2004 - August 2004
Skills
Social Media, Analytics, Hotel Management, Customer Relations, Research, Change Management, Hospitality Management, Sentiment Analysis, Customer Service, Hospitality, Marketing, Social Media Marketing, Hotels, Customer Satisfaction, Strategic Planning, Management, CRM, Strategy, Hospitality Industry, E-commerce, Resorts
Education
Portland Community College 2011 — 2013
Master of Arts (M.A.), Neology
Belmont University 2003 — 2007
Bachelor's, Finance and Entrepreneurship
Jack Quigley's Avondale Partners, LLC Experience October 2014 - January 2015
Job Undergraduate Economics Student
Industry Financial Services
Experience
Avondale Partners LLC October 2014 - January 2015
Nashville Pipes and Drums 2009 - 2014
Kyzen Corporation May 2013 - August 2013
Harris Teeter May 2012 - August 2013
Skills
Process Engineering, Microsoft Excel, Microsoft Office, Product Development, PowerPoint, Manufacturing, English, Teamwork, Microsoft Word, Customer Service, Social Media, Time Management, Leadership, Team Building, Marketing, Public Speaking, Team Leadership, Strategic Planning
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Economics
Overbrook School
Avondale Partners LLC October 2014 - January 2015
Nashville Pipes and Drums 2009 - 2014
Kyzen Corporation May 2013 - August 2013
Harris Teeter May 2012 - August 2013
Skills
Process Engineering, Microsoft Excel, Microsoft Office, Product Development, PowerPoint, Manufacturing, English, Teamwork, Microsoft Word, Customer Service, Social Media, Time Management, Leadership, Team Building, Marketing, Public Speaking, Team Leadership, Strategic Planning
Education
University of Illinois at Urbana-Champaign 2012 — 2016
Bachelor's degree, Economics
Overbrook School
Sue Perram Sue Perram's Avondale Partners, LLC Experience August 2004 - August 2005
Job Director Financial AnalyticsJack Daniel's at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman May 2015 - Present
Montessori School of Louisville July 2007 - Present
Boys and Girls Haven December 2013 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman May 2011 - December 2013
Brown-Forman September 2009 - April 2011
Veredus Asset Management August 2005 - January 2009
Avondale Partners LLC August 2004 - August 2005
State Teachers Retirement System of Ohio October 2001 - July 2004
Alliance Capital Management November 1996 - September 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Equities, Finance, Analysis, Risk Management, Pricing, Forecasting, Strategic Planning, Management, Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Banking and Finance
John Carroll University 1989 — 1993
BSBA, Finance
Brown-Forman May 2015 - Present
Montessori School of Louisville July 2007 - Present
Boys and Girls Haven December 2013 - Present
Brown-Forman January 2014 - April 2015
Brown-Forman May 2011 - December 2013
Brown-Forman September 2009 - April 2011
Veredus Asset Management August 2005 - January 2009
Avondale Partners LLC August 2004 - August 2005
State Teachers Retirement System of Ohio October 2001 - July 2004
Alliance Capital Management November 1996 - September 2001
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Equities, Finance, Analysis, Risk Management, Pricing, Forecasting, Strategic Planning, Management, Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Strategy
Education
Weatherhead School of Management at Case Western Reserve University 1997 — 2000
MBA, Banking and Finance
John Carroll University 1989 — 1993
BSBA, Finance
Dan Ebinger's Avondale Partners, LLC Experience January 2007 - July 2007
Job
Industry Financial Services
Experience
Symmetry Partners June 2011 - Present
Wellness Financial Advisors January 2009 - June 2011
Capital Financial Group, LLC January 2008 - January 2009
Avondale Partners, LLC January 2007 - July 2007
Students in Free Enterprise (SIFE) January 2007 - July 2007
Education
2015 Level III Candidate in the CFA Program
Belmont University 2004 — 2007
BBA, Finance
University of Maryland College Park 2003 — 2004
BA, Architecture
Symmetry Partners June 2011 - Present
Wellness Financial Advisors January 2009 - June 2011
Capital Financial Group, LLC January 2008 - January 2009
Avondale Partners, LLC January 2007 - July 2007
Students in Free Enterprise (SIFE) January 2007 - July 2007
Education
2015 Level III Candidate in the CFA Program
Belmont University 2004 — 2007
BBA, Finance
University of Maryland College Park 2003 — 2004
BA, Architecture
Cliff Athey's Avondale Partners, LLC Experience July 2005 - June 2011
Job Sr Analyst/Portfolio Manager at Marathon Capital Management
Industry Investment Management
Experience
Marathon Capital Management August 2015 - Present
Wunderlich Securities August 2011 - July 2015
Avondale Partners LLC July 2005 - June 2011
Legg Mason April 2001 - June 2003
Skills
Equities, Equity Research, Bloomberg, Series 7, Asset Managment, Series 63, Financial Markets, Alternative Investments, Capital Markets, Hedge Funds, Investments, Trading, Valuation, Asset Management, Wealth Management, Securities
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business Administration and Management, General
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Marathon Capital Management August 2015 - Present
Wunderlich Securities August 2011 - July 2015
Avondale Partners LLC July 2005 - June 2011
Legg Mason April 2001 - June 2003
Skills
Equities, Equity Research, Bloomberg, Series 7, Asset Managment, Series 63, Financial Markets, Alternative Investments, Capital Markets, Hedge Funds, Investments, Trading, Valuation, Asset Management, Wealth Management, Securities
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business Administration and Management, General
Sewanee-The University of the South 1996 — 2000
B.A., Economics
Derrick Dagnan, CFA's Avondale Partners, LLC Experience December 2005 - February 2009
Job Sr. Portfolio Manager at Tennessee Consolidated Retirement System
Industry Financial Services
Experience
Tennesse Consolidated Retirement System October 2009 - Present
Avondale Partners, LLC December 2005 - February 2009
Jefferies & Company 2002 - 2005
Ingersoll Dresser Pump January 1998 - June 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Strategy, Accounting, and Finance
Purdue University 1993 — 1997
BS, Ag and Mech Engineering
Tennesse Consolidated Retirement System October 2009 - Present
Avondale Partners, LLC December 2005 - February 2009
Jefferies & Company 2002 - 2005
Ingersoll Dresser Pump January 1998 - June 2001
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
Strategy, Accounting, and Finance
Purdue University 1993 — 1997
BS, Ag and Mech Engineering
Patrick Shepherd's Avondale Partners, LLC Experience V.P. Regulatory CounselFOLIOfnAugust 2000 - May 2001
Job Senior Managing Partner at Avondale Partners, LLC
Industry Financial Services
Experience
Avondale Partners, LLC V.P. Regulatory CounselFOLIOfnAugust 2000 - May 2001
J. C. Bradford & Co. 1983 - 2000
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Valuation, Mergers, Due Diligence, Corporate Finance, Investments, Financial Analysis, Equities, Securities, Alternative Investments, Business Valuation, Investment Banking, Equity Research, Capital Markets
Education
DePaul University College of Law 1977 — 1980
J.D., Law
University of Notre Dame 1973 — 1977
BBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
B.B.A., Finance
Avondale Partners, LLC V.P. Regulatory CounselFOLIOfnAugust 2000 - May 2001
J. C. Bradford & Co. 1983 - 2000
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Valuation, Mergers, Due Diligence, Corporate Finance, Investments, Financial Analysis, Equities, Securities, Alternative Investments, Business Valuation, Investment Banking, Equity Research, Capital Markets
Education
DePaul University College of Law 1977 — 1980
J.D., Law
University of Notre Dame 1973 — 1977
BBA, Finance
University of Notre Dame - Mendoza College of Business 1973 — 1977
B.B.A., Finance
Bob McAdoo's Avondale Partners, LLC Experience sr airline analystPrudential Equity Group2004 - 2007
Job Sr. Analyst at Avondale Partners, LLC
Industry Financial Services
Experience
Avondale Partners, LLC sr airline analystPrudential Equity Group2004 - 2007
Mesa Air Group 2000 - 2004
Trans World Airlines (TWA) 1997 - 1998
People Express (acquired by Continental Airlines) May 1980 - September 1986
texas intl airlines 1974 - 1980
Education
The University of Kansas
Avondale Partners, LLC sr airline analystPrudential Equity Group2004 - 2007
Mesa Air Group 2000 - 2004
Trans World Airlines (TWA) 1997 - 1998
People Express (acquired by Continental Airlines) May 1980 - September 1986
texas intl airlines 1974 - 1980
Education
The University of Kansas
Zack Bowen's Avondale Partners, LLC Experience August 2003 - September 2007
Job Principal at Bowen Asset Management LLC
Industry Financial Services
Experience
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Howard Burwell's Avondale Partners, LLC Experience Equities TraderSunTrust Robinson Humphrey2000 - 2004
Job Director Equities Trading at Avondale Partners llc
Industry Financial Services
Experience
Avondale Partners llc Equities TraderSunTrust Robinson Humphrey2000 - 2004
J.C Bradford & Co. March 1992 - May 2000
Skills
Equity Trading, Series 7, Bloomberg, Securities, Market Making, Institutional, Series 63, Equities, Equity Research, Hedge Funds, Trading, Capital Markets, Investments
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Avondale Partners llc Equities TraderSunTrust Robinson Humphrey2000 - 2004
J.C Bradford & Co. March 1992 - May 2000
Skills
Equity Trading, Series 7, Bloomberg, Securities, Market Making, Institutional, Series 63, Equities, Equity Research, Hedge Funds, Trading, Capital Markets, Investments
Education
Belmont University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jeremy Henrard's Avondale Partners, LLC Experience September 2013 - October 2013
Job Equity Research Associate at BB&T Capital Markets
Industry Investment Banking
Experience
BB&T Capital Markets October 2013 - Present
Avondale Partners LLC September 2013 - October 2013
Avondale Partners LLC May 2011 - September 2013
Skills
Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
Université Pierre Mendès-France (Grenoble II)
BB&T Capital Markets October 2013 - Present
Avondale Partners LLC September 2013 - October 2013
Avondale Partners LLC May 2011 - September 2013
Skills
Equity Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters, Finance
Université Pierre Mendès-France (Grenoble II)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial