Bates Private Capital
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Bates Private Capital Employees
Employee
Years
Job
Industry
Jennifer Murphy, CPA, CFE, CFF, ABV Jennifer Murphy, CPA, CFE, CFF, ABV's Bates Private Capital Experience June 2002 - August 2005
Job Managing Director at Morones Analytics, LLC
Industry Accounting
Experience
Morones Analytics July 2009 - Present
LECG August 2005 - July 2009
Bates Private Capital June 2002 - August 2005
Bidwell & Company September 1999 - May 2002
Symonds Evans and Company May 1994 - August 1999
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Litigation Consulting, Securities Litigation, Expert Witness, Finance, Forensic Analysis, CPA, Fraud Investigations, Lost Profits Analysis, Damage Analysis for..., Wage and Earnings Claims, Litigation, Bankruptcy, Business Valuation, Financial Modeling, Wrongful Death, Data Analytics, Auditing, Accounting
Education
Illinois State University 1989 — 1993
BS, Financial Accounting
Morones Analytics July 2009 - Present
LECG August 2005 - July 2009
Bates Private Capital June 2002 - August 2005
Bidwell & Company September 1999 - May 2002
Symonds Evans and Company May 1994 - August 1999
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Litigation Consulting, Securities Litigation, Expert Witness, Finance, Forensic Analysis, CPA, Fraud Investigations, Lost Profits Analysis, Damage Analysis for..., Wage and Earnings Claims, Litigation, Bankruptcy, Business Valuation, Financial Modeling, Wrongful Death, Data Analytics, Auditing, Accounting
Education
Illinois State University 1989 — 1993
BS, Financial Accounting
Lincoln Eckhardt, ASA, CBA, CVA, MAFF Lincoln Eckhardt, ASA, CBA, CVA, MAFF's Bates Private Capital Experience January 2004 - May 2006
Job Principal at Cogence Group
Industry Financial Services
Experience
Cogence Group PC January 2014 - Present
Cogence Group August 2009 - December 2013
LECG May 2006 - August 2009
Bates Private Capital January 2004 - May 2006
Skills
Business Valuation, Litigation Support, Valuation, Expert Witness, Forensic Accounting, Intellectual Property..., Estate Tax Planning, Transition Planning, Litigation Consulting, Financial Analysis, Corporate Finance, Finance, Due Diligence, Private Equity, Management, Strategic Planning
Education
Portland State University - School of Business 2001 — 2003
MBA, Finance
Whitman College 1993 — 1997
BA, Philosophy
Cogence Group PC January 2014 - Present
Cogence Group August 2009 - December 2013
LECG May 2006 - August 2009
Bates Private Capital January 2004 - May 2006
Skills
Business Valuation, Litigation Support, Valuation, Expert Witness, Forensic Accounting, Intellectual Property..., Estate Tax Planning, Transition Planning, Litigation Consulting, Financial Analysis, Corporate Finance, Finance, Due Diligence, Private Equity, Management, Strategic Planning
Education
Portland State University - School of Business 2001 — 2003
MBA, Finance
Whitman College 1993 — 1997
BA, Philosophy
Blake Goud's Bates Private Capital Experience 2003 - 2005
Job Chief Executive Officer at Responsible Finance Institute
Industry Financial Services
Experience
Responsible Finance Institute August 2015 - Present
ME Global Advisors July 2015 - Present
Thomson Reuters February 2013 - Present
HP Securities, Inc. February 2010 - Present
SharingRisk.org August 2008 - Present
Marquam Asset Management LLC doing business as Marquam Capital August 2008 - Present
The Islamic Globe February 2011 - April 2012
Rubicon Global Asset Management July 2007 - July 2008
Institute of Halal Investing September 2006 - July 2008
Bates Private Capital 2003 - 2005
Skills
Islamic Finance, Report Writing, Asset Management, General Securities..., General Securities..., Regulatory Compliance
Education
Reed College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Trinity College, Dublin 2001 — 2002
Economics
Responsible Finance Institute August 2015 - Present
ME Global Advisors July 2015 - Present
Thomson Reuters February 2013 - Present
HP Securities, Inc. February 2010 - Present
SharingRisk.org August 2008 - Present
Marquam Asset Management LLC doing business as Marquam Capital August 2008 - Present
The Islamic Globe February 2011 - April 2012
Rubicon Global Asset Management July 2007 - July 2008
Institute of Halal Investing September 2006 - July 2008
Bates Private Capital 2003 - 2005
Skills
Islamic Finance, Report Writing, Asset Management, General Securities..., General Securities..., Regulatory Compliance
Education
Reed College 1999 — 2003
Bachelor of Arts (B.A.), Economics
Trinity College, Dublin 2001 — 2002
Economics
Rachel Merusi Rachel Merusi's Bates Private Capital Experience August 2001 - September 2005
Job Division Accountant at Republic Services Inc
Industry Environmental Services
Experience
Republic Services Inc September 2005 - Present
Bates Private Capital August 2001 - September 2005
Skills
General Ledger, Variance Analysis, Accruals, Fixed Assets, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Accounts Receivable, Journal Entries, Accounting, Financial Reporting, Auditing, Financial Statements, Internal Controls, Monthly Close, Cost Accounting, Forecasting, Financial Analysis
Education
Southern Oregon University 2007 — 2009
Bachelor of Science (BS), Business - Managerial Accounting
Oregon State University 1995 — 2000
BS, Animal Science - Equine Science
Republic Services Inc September 2005 - Present
Bates Private Capital August 2001 - September 2005
Skills
General Ledger, Variance Analysis, Accruals, Fixed Assets, Accounts Payable, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Accounts Receivable, Journal Entries, Accounting, Financial Reporting, Auditing, Financial Statements, Internal Controls, Monthly Close, Cost Accounting, Forecasting, Financial Analysis
Education
Southern Oregon University 2007 — 2009
Bachelor of Science (BS), Business - Managerial Accounting
Oregon State University 1995 — 2000
BS, Animal Science - Equine Science
Jason Schwanz Jason Schwanz's Bates Private Capital Experience October 2002 - June 2004
Job Sr. DevOps Engineer at FiREapps
Industry Computer Software
Experience
FiREapps January 2014 - Present
George Fox University July 2009 - January 2014
George Fox University September 2007 - June 2009
George Fox University June 2004 - November 2008
Bates Private Capital October 2002 - June 2004
Skills
Windows Server, Active Directory, Red Hat Linux, Linux Server, Google Apps, ESXi, PHP, PeopleSoft, Python, Ansible, Ant, Tomcat, JIRA, MySQL, vCenter Server, VMware Infrastructure, Apache, HTML, CSS, JavaScript, Microsoft SQL Server, PeopleCode
Education
George Fox University 1996 — 2000
Bachelor of Science (BS), Management Information Systems and Services
FiREapps January 2014 - Present
George Fox University July 2009 - January 2014
George Fox University September 2007 - June 2009
George Fox University June 2004 - November 2008
Bates Private Capital October 2002 - June 2004
Skills
Windows Server, Active Directory, Red Hat Linux, Linux Server, Google Apps, ESXi, PHP, PeopleSoft, Python, Ansible, Ant, Tomcat, JIRA, MySQL, vCenter Server, VMware Infrastructure, Apache, HTML, CSS, JavaScript, Microsoft SQL Server, PeopleCode
Education
George Fox University 1996 — 2000
Bachelor of Science (BS), Management Information Systems and Services
Peter J. Klouda Peter J. Klouda's Bates Private Capital Experience 2002 - 2005
Job Principal at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Bates Group LLC January 2014 - Present
Bates Group LLC April 2011 - December 2013
LECG August 2005 - March 2011
Bates Private Capital 2002 - 2005
Merrill Lynch 1999 - 2002
Skills
Data Analysis, Expert Witness, Securities Litigation, Securities, Arbitration, FINRA, Financial Analysis, Fraud
Education
Portland State University - School of Business 2005 — 2007
Master of Business Administration (M.B.A.)
Westmont College 1994 — 1998
Chemistry
Tracy Woodward Tracy Woodward's Bates Private Capital Experience March 2004 - August 2005
Job Controller at Real Asset Portfolio Management, LLC
Industry Accounting
Experience
Real Asset Portfolio Management, LLC July 2012 - Present
LECG August 2005 - November 2007
Bates Private Capital March 2004 - August 2005
KPMG April 2003 - March 2004
Arthur Andersen LLP September 1994 - April 2003
Education
University of Portland 1990 — 1994
Bachelor's, Accounting
Real Asset Portfolio Management, LLC July 2012 - Present
LECG August 2005 - November 2007
Bates Private Capital March 2004 - August 2005
KPMG April 2003 - March 2004
Arthur Andersen LLP September 1994 - April 2003
Education
University of Portland 1990 — 1994
Bachelor's, Accounting
Andrew Daniel Andrew Daniel's Bates Private Capital Experience October 2002 - August 2005
Job Director at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC August 2013 - Present
Bates Group LLC April 2011 - Present
LECG August 2005 - April 2011
Bates Private Capital October 2002 - August 2005
Jossco USA 1999 - 2002
BHP 1996 - 1998
Skills
Litigation Consulting, Financial Analysis, Investments, Forensic Accounting, Accounting, Risk Management, Equities, Analysis, Management Consulting, Due Diligence, Management, Internal Audit, Financial Modeling, Securities, Securities Litigation, Budgets, Expert Witness, Alternative Investments, Restructuring, Change Management
Education
Association of Certified Valaution Analysts 2009 — 2009
Certified Valuation Analyst, Business Valuation
Association of Certified Fraud Examiners 2008 — 2008
CFE, Certified Fraud Examiner
UNSW Australia 2000 — 2002
Masters, Commerce
Australian Institue of Chartered Accountants 1991 — 1992
ACA, Accounting
Monash University 1987 — 1990
Bachelor of Economics, Accounting & Finance
Bates Group LLC August 2013 - Present
Bates Group LLC April 2011 - Present
LECG August 2005 - April 2011
Bates Private Capital October 2002 - August 2005
Jossco USA 1999 - 2002
BHP 1996 - 1998
Skills
Litigation Consulting, Financial Analysis, Investments, Forensic Accounting, Accounting, Risk Management, Equities, Analysis, Management Consulting, Due Diligence, Management, Internal Audit, Financial Modeling, Securities, Securities Litigation, Budgets, Expert Witness, Alternative Investments, Restructuring, Change Management
Education
Association of Certified Valaution Analysts 2009 — 2009
Certified Valuation Analyst, Business Valuation
Association of Certified Fraud Examiners 2008 — 2008
CFE, Certified Fraud Examiner
UNSW Australia 2000 — 2002
Masters, Commerce
Australian Institue of Chartered Accountants 1991 — 1992
ACA, Accounting
Monash University 1987 — 1990
Bachelor of Economics, Accounting & Finance
Karen Knechtel deRenne, CPA Karen Knechtel deRenne, CPA's Bates Private Capital Experience October 2002 - January 2005
Job Senior Accountant at MJ Murdock Charitable Trust
Industry Accounting
Experience
MJ Murdock Charitable Trust April 2011 - Present
Jan Stockton, P.C. July 2010 - April 2011
Acuity Group PLLC October 2009 - February 2010
Resources Global Professionals July 2006 - May 2009
Deloitte January 2005 - June 2006
Bates Private Capital October 2002 - January 2005
Intel Corporation June 2000 - September 2001
Price Waterhouse 1991 - 1998
Education
Gonzaga University 1986 — 1989
BBA, Accounting
University of Portland 1985 — 1986
MJ Murdock Charitable Trust April 2011 - Present
Jan Stockton, P.C. July 2010 - April 2011
Acuity Group PLLC October 2009 - February 2010
Resources Global Professionals July 2006 - May 2009
Deloitte January 2005 - June 2006
Bates Private Capital October 2002 - January 2005
Intel Corporation June 2000 - September 2001
Price Waterhouse 1991 - 1998
Education
Gonzaga University 1986 — 1989
BBA, Accounting
University of Portland 1985 — 1986
Robert Miś, CFA Robert Miś, CFA's Bates Private Capital Experience March 2004 - August 2005
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
FTI Consulting September 2014 - Present
CTC myCFO May 2014 - September 2014
Bates Group, LLC April 2011 - May 2014
LECG August 2005 - March 2011
Bates Private Capital March 2004 - August 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, Project Management, Investments, Microsoft Excel, Research, Accounting, Access, Forensic Accounting, Microsoft Office, Business Valuation, Microsoft SQL Server, Bloomberg, Securities, Damages, Derivatives
Education
Portland State University - School of Business 2007 — 2009
MS, Financial Analysis
Portland State University - School of Business 2006 — 2007
BA, Finance
Wyższa Szkoła Bankowa w Toruniu 1999 — 2002
BS, Accounting
Tyler Gelfand Tyler Gelfand's Bates Private Capital Experience 2003 - 2005
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting September 2014 - Present
Palisade Financial Advisory LLC June 2012 - Present
Bates Group LLC March 2011 - May 2012
LECG August 2005 - March 2011
Bates Private Capital 2003 - 2005
Bates Private Capital (LECG) 2003 - 2005
Skills
Forensic Accounting, Valuation, Financial Modeling, Litigation Consulting, Litigation Support, Business Valuation, Financial Analysis, Expert Witness, Certified Fraud Examiner, Corporate Finance, Investments, Mergers, Consulting, Finance, Mergers & Acquisitions, Due Diligence, Sales, Strategy, Strategic Planning, Securities
Education
University of Phoenix 2006 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
FTI Consulting September 2014 - Present
Palisade Financial Advisory LLC June 2012 - Present
Bates Group LLC March 2011 - May 2012
LECG August 2005 - March 2011
Bates Private Capital 2003 - 2005
Bates Private Capital (LECG) 2003 - 2005
Skills
Forensic Accounting, Valuation, Financial Modeling, Litigation Consulting, Litigation Support, Business Valuation, Financial Analysis, Expert Witness, Certified Fraud Examiner, Corporate Finance, Investments, Mergers, Consulting, Finance, Mergers & Acquisitions, Due Diligence, Sales, Strategy, Strategic Planning, Securities
Education
University of Phoenix 2006 — 2007
MBA, Business
University of Colorado Boulder - Leeds School of Business 1999 — 2003
B.S., Finance
Molly Madison Molly Madison's Bates Private Capital Experience September 2003 - March 2004
Job Identity and Access Provisioning Specialist at St. Charles Health System
Industry Information Technology and Services
Experience
St. Charles Health System October 2014 - Present
Hillsboro Public Library 2007 - 2009
Bates Private Capital September 2003 - March 2004
Goldtouch Technologies May 2002 - March 2003
United Communications, Inc July 1999 - March 2001
Skills
Microsoft Excel, Customer Service, Accounting, Administrative Functions, Microsoft Office, Typing, Accurate Data Entry, Order Fulfillment, Data Entry, Office Administration, Order Processing
Education
Hawaii Pacific University 2011 — 2013
Bachelor of Science (B.S.), Business Administration/Accounting
Oregon State University 2004 — 2007
Bachelor of Science (B.S.), Liberal Studies
St. Charles Health System October 2014 - Present
Hillsboro Public Library 2007 - 2009
Bates Private Capital September 2003 - March 2004
Goldtouch Technologies May 2002 - March 2003
United Communications, Inc July 1999 - March 2001
Skills
Microsoft Excel, Customer Service, Accounting, Administrative Functions, Microsoft Office, Typing, Accurate Data Entry, Order Fulfillment, Data Entry, Office Administration, Order Processing
Education
Hawaii Pacific University 2011 — 2013
Bachelor of Science (B.S.), Business Administration/Accounting
Oregon State University 2004 — 2007
Bachelor of Science (B.S.), Liberal Studies
Adrian Arreola Adrian Arreola's Bates Private Capital Experience April 2004 - November 2005
Job Software Developer/Systems Architect and business oriented individual.
Industry Information Technology and Services
Experience
OCDC June 2012 - Present
Capital One January 2006 - April 2011
Bates Private Capital April 2004 - November 2005
Skills
Databases, Microsoft SQL Server, ETL, VBA, SQL, Business Intelligence, Access, Analysis, Testing, Web Applications
Education
San Jose State University 1998 — 2001
B.S., Management of Information Systems
OCDC June 2012 - Present
Capital One January 2006 - April 2011
Bates Private Capital April 2004 - November 2005
Skills
Databases, Microsoft SQL Server, ETL, VBA, SQL, Business Intelligence, Access, Analysis, Testing, Web Applications
Education
San Jose State University 1998 — 2001
B.S., Management of Information Systems
Josh Henle's Bates Private Capital Experience May 2004 - August 2004
Job Director of Operational Finance at Banfield Pet Hospital
Industry Financial Services
Experience
Banfield Pet Hospital August 2012 - Present
Banfield, The Pet Hospital January 2011 - August 2012
PricewaterhouseCoopers June 2005 - January 2011
Bates Private Capital May 2004 - August 2004
Skills
Analysis, Investments, Finance, Financial Analysis, Portfolio Management, Customer Service, Due Diligence, Financial Reporting, Joint Ventures, Microsoft Excel, Performance Management, Retail, Management, Acquisitions, Strategic Planning
Education
University of Portland 2001 — 2005
Wilson HS
Banfield Pet Hospital August 2012 - Present
Banfield, The Pet Hospital January 2011 - August 2012
PricewaterhouseCoopers June 2005 - January 2011
Bates Private Capital May 2004 - August 2004
Skills
Analysis, Investments, Finance, Financial Analysis, Portfolio Management, Customer Service, Due Diligence, Financial Reporting, Joint Ventures, Microsoft Excel, Performance Management, Retail, Management, Acquisitions, Strategic Planning
Education
University of Portland 2001 — 2005
Wilson HS
Joel Barranger's Bates Private Capital Experience 2004 - 2005
Job Category & Pricing Analyst at Tillamook County Creamery Association
Industry Food & Beverages
Experience
Tillamook County Creamery Association November 2014 - Present
Craft Brew Alliance April 2013 - November 2014
Kaiser Permanente April 2012 - April 2013
Coffee Bean International 2008 - June 2012
Yakima Products, Inc. 2005 - 2008
Bates Private Capital 2004 - 2005
Skills
Budgeting, Forecasting, Pricing, Excel, Strategic Planning, Team Building, Business Strategy, Microsoft Office, Word, Financial Analysis, Analysis, Team Leadership, Financial Modeling, Process Improvement, Access, Business Analysis, Inventory Management, Planning, Manufacturing, Public Speaking, Budgets, Microsoft Word, Microsoft Excel, Financial Reporting, Accounting, Management, Project Planning, Negotiation, Cross-functional Team..., Retail, Leadership, SAP, Strategic Financial..., Business Planning
Education
Portland State University - School of Business 2009 — 2012
MBA, Social Enterprise
University of Montana 1999 — 2001
B.S. in Business Admin, Finance & Economics
Tillamook County Creamery Association November 2014 - Present
Craft Brew Alliance April 2013 - November 2014
Kaiser Permanente April 2012 - April 2013
Coffee Bean International 2008 - June 2012
Yakima Products, Inc. 2005 - 2008
Bates Private Capital 2004 - 2005
Skills
Budgeting, Forecasting, Pricing, Excel, Strategic Planning, Team Building, Business Strategy, Microsoft Office, Word, Financial Analysis, Analysis, Team Leadership, Financial Modeling, Process Improvement, Access, Business Analysis, Inventory Management, Planning, Manufacturing, Public Speaking, Budgets, Microsoft Word, Microsoft Excel, Financial Reporting, Accounting, Management, Project Planning, Negotiation, Cross-functional Team..., Retail, Leadership, SAP, Strategic Financial..., Business Planning
Education
Portland State University - School of Business 2009 — 2012
MBA, Social Enterprise
University of Montana 1999 — 2001
B.S. in Business Admin, Finance & Economics
Jennifer A. Reed's Bates Private Capital Experience September 2003 - October 2004
Job Allocation Manager Nike Factory Stores
Industry Apparel & Fashion
Experience
Nike August 2014 - Present
adidas August 2013 - July 2014
Hanna Andersson February 2011 - July 2013
Hanna Andersson April 2010 - February 2011
Hanna Andersson July 2008 - April 2010
Reser's Fine Foods October 2005 - June 2008
Plan2, Inc. March 2005 - December 2007
Corillian Corporation October 2004 - October 2005
Bates Private Capital September 2003 - October 2004
Skills
Forecasting, Inventory Management, Analysis, Budgets, Retail, Management, Sales, Business Planning, Sales Management, Strategic Planning, Accounting, Market Research, Pricing, Project Planning, Marketing, Training, Purchasing, Business Analysis, Cross-functional Team..., Product Management, Product Development, Product Marketing, Finance, Microsoft Office, Competitive Analysis, Leadership, Merchandising, Fashion, Microsoft Excel, P&L Management, Time Management, Access, Management Consulting, Supply Chain, Marketing Strategy, Financial Reporting, Financial Analysis, Strategy, Negotiation, Team Building, Trend Analysis, Business Intelligence, Process Improvement
Education
Portland State University 1998 — 2002
Bachelors, Finance
Nike August 2014 - Present
adidas August 2013 - July 2014
Hanna Andersson February 2011 - July 2013
Hanna Andersson April 2010 - February 2011
Hanna Andersson July 2008 - April 2010
Reser's Fine Foods October 2005 - June 2008
Plan2, Inc. March 2005 - December 2007
Corillian Corporation October 2004 - October 2005
Bates Private Capital September 2003 - October 2004
Skills
Forecasting, Inventory Management, Analysis, Budgets, Retail, Management, Sales, Business Planning, Sales Management, Strategic Planning, Accounting, Market Research, Pricing, Project Planning, Marketing, Training, Purchasing, Business Analysis, Cross-functional Team..., Product Management, Product Development, Product Marketing, Finance, Microsoft Office, Competitive Analysis, Leadership, Merchandising, Fashion, Microsoft Excel, P&L Management, Time Management, Access, Management Consulting, Supply Chain, Marketing Strategy, Financial Reporting, Financial Analysis, Strategy, Negotiation, Team Building, Trend Analysis, Business Intelligence, Process Improvement
Education
Portland State University 1998 — 2002
Bachelors, Finance
Eric Cline's Bates Private Capital Experience 1995 - 1999
Job Sr. Director Financial Planning & Analysis at McAfee
Industry Computer Software
Experience
McAfee December 2010 - Present
Symantec September 2000 - December 2010
Omnicell 1999 - 2001
Bates Private Capital 1995 - 1999
Skills
Forecasting, Finance, Strategic Financial..., Analytics, Analysis, SaaS, Enterprise Software, Go-to-market Strategy, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Cross-functional Team..., Acquisition Integration, Revenue Recognition, Strategic Partnerships, Cloud Computing, Strategy, Financial Analysis, Professional Services, Essbase
Education
University of South Carolina - The Moore School of Business 1998 — 1999
IMBA, Finance
Gonzaga University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
McAfee December 2010 - Present
Symantec September 2000 - December 2010
Omnicell 1999 - 2001
Bates Private Capital 1995 - 1999
Skills
Forecasting, Finance, Strategic Financial..., Analytics, Analysis, SaaS, Enterprise Software, Go-to-market Strategy, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Cross-functional Team..., Acquisition Integration, Revenue Recognition, Strategic Partnerships, Cloud Computing, Strategy, Financial Analysis, Professional Services, Essbase
Education
University of South Carolina - The Moore School of Business 1998 — 1999
IMBA, Finance
Gonzaga University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Beth (Fuller) Kenney's Bates Private Capital Experience 2003 - 2005
Job Senior Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
FTI Consulting 2014 - Present
Bates Group LLC 2011 - 2014
LECG 2005 - 2011
Bates Private Capital 2003 - 2005
R.V. Kuhns & Associates 1999 - 2003
Columbia Management 1998 - 1999
Skills
Financial Analysis, Project Management, Business Development, Litigation Consulting, Data Analysis, Business Analysis, Management, Analysis, Financial Modeling, Risk Management
Education
University of Portland 1994 — 1998
Sue Sugden's Bates Private Capital Experience 2004 - 2008
Job at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO June 2008 - Present
Bates Private Capital 2004 - 2008
Bidwell & Company 1999 - 2004
Skills
Asset Management, Financial Analysis, Financial Modeling, Leadership, Portfolio Management, Investments, Private Equity, Valuation, Hedge Funds, Microsoft Excel, Mutual Funds, Alternative Investments, Asset Allocation
Education
University of Oregon
BS, Economics
CTC myCFO June 2008 - Present
Bates Private Capital 2004 - 2008
Bidwell & Company 1999 - 2004
Skills
Asset Management, Financial Analysis, Financial Modeling, Leadership, Portfolio Management, Investments, Private Equity, Valuation, Hedge Funds, Microsoft Excel, Mutual Funds, Alternative Investments, Asset Allocation
Education
University of Oregon
BS, Economics
Brad Bush's Bates Private Capital Experience February 2004 - January 2006
Job Investment Reporting Analyst at CTC | myCFO
Industry Insurance
Experience
CTC myCFO August 2014 - Present
Waste Management November 2012 - August 2014
Standard Insurance October 2010 - July 2012
Standard Insurance March 2007 - October 2010
AmeriCorps May 2006 - October 2006
Bates Private Capital February 2004 - January 2006
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Microsoft Excel, Finance, Microsoft Office, Program Management, Research, Financial Statement..., Outlook, Customer Service, Microsoft Word, Access, Analysis
Education
Birmingham-Southern College 1997 — 2001
BS, Business Administration
CTC myCFO August 2014 - Present
Waste Management November 2012 - August 2014
Standard Insurance October 2010 - July 2012
Standard Insurance March 2007 - October 2010
AmeriCorps May 2006 - October 2006
Bates Private Capital February 2004 - January 2006
Skills
Financial Analysis, Insurance, Process Improvement, Business Analysis, Microsoft Excel, Finance, Microsoft Office, Program Management, Research, Financial Statement..., Outlook, Customer Service, Microsoft Word, Access, Analysis
Education
Birmingham-Southern College 1997 — 2001
BS, Business Administration
Jennifer Stout's Bates Private Capital Experience September 1999 - August 2005
Job CEO/President Bates Group, LLC
Industry Accounting
Experience
Bates Group LLC April 2011 - Present
LECG August 2005 - March 2011
Bates Private Capital September 1999 - August 2005
Bates Private Capital September 1993 - August 1999
Arthur Anderson September 1991 - September 1993
Skills
Due Diligence, Valuation, Financial Reporting, Data Analysis, Analysis, Mergers, Business Analysis, Risk Management, Business Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Budgets, Management Consulting, Strategic Financial..., Management, Project Management, Corporate Finance, Strategy, Investments, Financial Modeling, Securities, Litigation, Expert Witness
Education
University of Portland 1989 — 1991
Bachelor of Science (B.S.), Accounting
Portland Community College 1987 — 1989
Associate's degree
Bates Group LLC April 2011 - Present
LECG August 2005 - March 2011
Bates Private Capital September 1999 - August 2005
Bates Private Capital September 1993 - August 1999
Arthur Anderson September 1991 - September 1993
Skills
Due Diligence, Valuation, Financial Reporting, Data Analysis, Analysis, Mergers, Business Analysis, Risk Management, Business Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Budgets, Management Consulting, Strategic Financial..., Management, Project Management, Corporate Finance, Strategy, Investments, Financial Modeling, Securities, Litigation, Expert Witness
Education
University of Portland 1989 — 1991
Bachelor of Science (B.S.), Accounting
Portland Community College 1987 — 1989
Associate's degree
Lindsay Beckman's Bates Private Capital Experience 2003 - 2006
Job Policy Analyst at Bonneville Power Administration
Industry Government Administration
Experience
Bonneville Power Administration June 2010 - Present
CTC Consulting, LLC December 2006 - September 2009
Bates Private Capital 2003 - 2006
Skills
Project Management, Financial Analysis, Financial Modeling
Education
Portland State University 2009 — 2012
MPA, Public Administration
University of Oregon 1999 — 2003
B.A., Economics & Political Science
Bonneville Power Administration June 2010 - Present
CTC Consulting, LLC December 2006 - September 2009
Bates Private Capital 2003 - 2006
Skills
Project Management, Financial Analysis, Financial Modeling
Education
Portland State University 2009 — 2012
MPA, Public Administration
University of Oregon 1999 — 2003
B.A., Economics & Political Science
Kaoru Shoda's Bates Private Capital Experience January 2004 - September 2005
Job Chief Financial Officer at ICTSI Oregon, Inc.
Industry Accounting
Experience
ICTSI Oregon, Inc. June 2011 - Present
Shoda Financial Consulting May 2003 - Present
OCHIN, Inc. March 2007 - October 2008
Bates Private Capital January 2004 - September 2005
First Consumers National Bank February 2001 - November 2003
Freightliner Corp., LLC September 1994 - December 1999
Price Waterhouse Coopers January 1988 - April 1993
Skills
Accounting, Process Improvement, Forecasting, Management, Leadership, Auditing, Budgets, Financial Analysis, Team Building, Operations Management, Internal Controls
Education
Portland State University
BS, Anthropology
Portland State University - School of Business
BS, Accounting
ICTSI Oregon, Inc. June 2011 - Present
Shoda Financial Consulting May 2003 - Present
OCHIN, Inc. March 2007 - October 2008
Bates Private Capital January 2004 - September 2005
First Consumers National Bank February 2001 - November 2003
Freightliner Corp., LLC September 1994 - December 1999
Price Waterhouse Coopers January 1988 - April 1993
Skills
Accounting, Process Improvement, Forecasting, Management, Leadership, Auditing, Budgets, Financial Analysis, Team Building, Operations Management, Internal Controls
Education
Portland State University
BS, Anthropology
Portland State University - School of Business
BS, Accounting
Leah Firth's Bates Private Capital Experience 2002 - 2008
Job Financial Analyst at PeaceHealth
Industry Hospital & Health Care
Experience
PeaceHealth November 2010 - Present
Legacy Health August 2008 - September 2010
Bates Private Capital 2002 - 2008
Skills
Microsoft Excel, Accounting, Access, Outlook, Forecasting, Budgets, Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis
Education
Portland State University - School of Business 1988 — 1993
MBA, Finance, Total Quality Management
PeaceHealth November 2010 - Present
Legacy Health August 2008 - September 2010
Bates Private Capital 2002 - 2008
Skills
Microsoft Excel, Accounting, Access, Outlook, Forecasting, Budgets, Research, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis
Education
Portland State University - School of Business 1988 — 1993
MBA, Finance, Total Quality Management
Jennifer Giordano, PHR's Bates Private Capital Experience June 2004 - August 2007
Job HR Manager at Tetherow Golf Club
Industry Human Resources
Experience
Tetherow Golf Club April 2014 - Present
Schnitzer Steel Industries August 2011 - June 2013
Schnitzer Steel Industries July 2008 - August 2011
Virginia Mason Medical Center September 2007 - June 2008
Bates Private Capital June 2004 - August 2007
Skills
Process Improvement, Team Building, HRIS, Employee Benefits, HR Policies, Training, New Hire Orientations, ADP Payroll, FMLA, Payroll, Human Resources, Management, Performance Management, Customer Service, Compensation & Benefit, PeopleSoft, Benefits Administration, Interviews, Policy, Employee Relations, Employee Engagement, Deferred Compensation, Labor Relations, Administration, Analysis, Succession Planning
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Business Administration and Management, General
California State University-Northridge 1993 — 1996
Tetherow Golf Club April 2014 - Present
Schnitzer Steel Industries August 2011 - June 2013
Schnitzer Steel Industries July 2008 - August 2011
Virginia Mason Medical Center September 2007 - June 2008
Bates Private Capital June 2004 - August 2007
Skills
Process Improvement, Team Building, HRIS, Employee Benefits, HR Policies, Training, New Hire Orientations, ADP Payroll, FMLA, Payroll, Human Resources, Management, Performance Management, Customer Service, Compensation & Benefit, PeopleSoft, Benefits Administration, Interviews, Policy, Employee Relations, Employee Engagement, Deferred Compensation, Labor Relations, Administration, Analysis, Succession Planning
Education
University of Phoenix 2003 — 2005
Bachelor's degree, Business Administration and Management, General
California State University-Northridge 1993 — 1996
Crista Schlott's Bates Private Capital Experience August 2004 - May 2007
Job
Industry
Experience
Klickitat Bookkeeping, LLC January 2008 - Present
Bates Private Capital August 2004 - May 2007
Flatiron Credit Company, Inc. August 2002 - July 2004
Education
George Fox University 1996 — 1999
BS, Accounting
Klickitat Bookkeeping, LLC January 2008 - Present
Bates Private Capital August 2004 - May 2007
Flatiron Credit Company, Inc. August 2002 - July 2004
Education
George Fox University 1996 — 1999
BS, Accounting
Sara Sarensen's Bates Private Capital Experience June 2002 - September 2003
Job Business Manager at Lake County ESD
Industry Education Management
Experience
Lake County ESD November 2006 - Present
Bates Private Capital June 2002 - September 2003
Skills
Payroll, Accounts Payable, Accounts Receivable, Managerial Finance, Auditing, General Ledger, Accounting, Human Resources, Finance, Budgets, Financial Reporting, Internal Controls, GAAP, Financial Statements, Variance Analysis
Education
George Fox University 1998 — 2002
Bachelor's degree, Accounting
Lake County ESD November 2006 - Present
Bates Private Capital June 2002 - September 2003
Skills
Payroll, Accounts Payable, Accounts Receivable, Managerial Finance, Auditing, General Ledger, Accounting, Human Resources, Finance, Budgets, Financial Reporting, Internal Controls, GAAP, Financial Statements, Variance Analysis
Education
George Fox University 1998 — 2002
Bachelor's degree, Accounting
Terry Debruge's Bates Private Capital Experience 2002 - 2011
Job Consultant at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC May 2002 - Present
Bates Private Capital 2002 - 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Data Analysis, Analysis, Risk Management, Management, Due Diligence, Investments, Valuation, Leadership, Financial Reporting
Education
Carnegie Mellon University 1999 — 2001
Bachelor of Science (BS), Mathematics
Willamette University 1997 — 1999
Bates Group LLC May 2002 - Present
Bates Private Capital 2002 - 2011
Skills
Financial Analysis, Financial Modeling, Project Management, Data Analysis, Analysis, Risk Management, Management, Due Diligence, Investments, Valuation, Leadership, Financial Reporting
Education
Carnegie Mellon University 1999 — 2001
Bachelor of Science (BS), Mathematics
Willamette University 1997 — 1999