Cantaro Capital
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Cantaro Capital Employees
Employee
Years
Job
Industry
Theodore A. Cox, MBA Theodore A. Cox, MBA's Cantaro Capital Experience January 2015 - September 2015
Job Seeking Full Time Employment or Contract
Industry Management Consulting
Experience
Cantaro Capital January 2015 - September 2015
Austin Chalk Petroleum Services October 2013 - June 2014
Long Term Care Division of Harden Healthcare LLC May 2012 - October 2013
House Call Doctors PLLC November 2011 - April 2012
Business Services March 2009 - November 2011
Fitness Group of Texas, LLC./Hest Fitness Products March 2008 - February 2009
Orthopaedic & Neurological Rehabilitation, Inc August 1996 - November 2007
Advanced Access, Inc October 1995 - June 1996
Onsite Energy Corporation July 1990 - October 1995
Skills
Financial Reporting, Finance, Financial Analysis, Accounting, General Ledger, Cost Accounting, Internal Controls, Managerial Finance, Budgets, Strategic Planning, Auditing, Payroll, Change Management, Process Improvement, Accounts Payable, Cash Flow, Management, Mergers & Acquisitions, Accounts Receivable, Sarbanes-Oxley Act, Leadership, Operations Management, Consolidation, Forecasting, GAAP, Financial Accounting, Variance Analysis, Cash Management, Human Resources, Revenue Recognition, QuickBooks, Executive Management, Internal Audit, Access, CPA, Training, PeopleSoft, Account Reconciliation, Financial Modeling, Strategic Financial..., Fixed Assets, Business Strategy, Invoicing, Tax, Banking, SEC filings, Microsoft Excel, P&L Management, ADP Payroll, Financial Statements
Education
St. Edward's University
MBA, Business Management
St. Edward's University
BBA, Accounting
Kelsey-Jenney Business College
A.S., Accounting/Finance
Cantaro Capital January 2015 - September 2015
Austin Chalk Petroleum Services October 2013 - June 2014
Long Term Care Division of Harden Healthcare LLC May 2012 - October 2013
House Call Doctors PLLC November 2011 - April 2012
Business Services March 2009 - November 2011
Fitness Group of Texas, LLC./Hest Fitness Products March 2008 - February 2009
Orthopaedic & Neurological Rehabilitation, Inc August 1996 - November 2007
Advanced Access, Inc October 1995 - June 1996
Onsite Energy Corporation July 1990 - October 1995
Skills
Financial Reporting, Finance, Financial Analysis, Accounting, General Ledger, Cost Accounting, Internal Controls, Managerial Finance, Budgets, Strategic Planning, Auditing, Payroll, Change Management, Process Improvement, Accounts Payable, Cash Flow, Management, Mergers & Acquisitions, Accounts Receivable, Sarbanes-Oxley Act, Leadership, Operations Management, Consolidation, Forecasting, GAAP, Financial Accounting, Variance Analysis, Cash Management, Human Resources, Revenue Recognition, QuickBooks, Executive Management, Internal Audit, Access, CPA, Training, PeopleSoft, Account Reconciliation, Financial Modeling, Strategic Financial..., Fixed Assets, Business Strategy, Invoicing, Tax, Banking, SEC filings, Microsoft Excel, P&L Management, ADP Payroll, Financial Statements
Education
St. Edward's University
MBA, Business Management
St. Edward's University
BBA, Accounting
Kelsey-Jenney Business College
A.S., Accounting/Finance
Johanna Kimball Johanna Kimball's Cantaro Capital Experience March 2015 - Present
Job Accounting Professional
Industry Accounting
Experience
Johanna E Kimball, CPA May 2014 - Present
Cantaro Capital March 2015 - Present
Excelsis Consulting Group May 2008 - May 2014
Consero November 2012 - December 2013
CSIdentity August 2011 - December 2012
Bridgepoint Consulting, LLC August 2010 - August 2011
KPMG April 2003 - April 2008
Skills
Auditing, Accounting, Internal Controls, Start-ups, Management, Tax, CPA, Small Business, Employee Benefits, Consulting, Telecommunications, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Financial Accounting, GAAP, Forecasting, Revenue Recognition, General Ledger, Managerial Finance, US GAAP, Accounts Receivable, Consolidation, Cash Flow, Payroll, Sarbanes-Oxley, Accounts Payable, QuickBooks, Variance Analysis, Cash Management, Fixed Assets, Due Diligence, SEC filings, Finance, Financial Services, Insurance, Internal Audit, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1998 — 2004
Master of Public Accountancy (MPA), Accounting and Finance
Johanna E Kimball, CPA May 2014 - Present
Cantaro Capital March 2015 - Present
Excelsis Consulting Group May 2008 - May 2014
Consero November 2012 - December 2013
CSIdentity August 2011 - December 2012
Bridgepoint Consulting, LLC August 2010 - August 2011
KPMG April 2003 - April 2008
Skills
Auditing, Accounting, Internal Controls, Start-ups, Management, Tax, CPA, Small Business, Employee Benefits, Consulting, Telecommunications, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Financial Accounting, GAAP, Forecasting, Revenue Recognition, General Ledger, Managerial Finance, US GAAP, Accounts Receivable, Consolidation, Cash Flow, Payroll, Sarbanes-Oxley, Accounts Payable, QuickBooks, Variance Analysis, Cash Management, Fixed Assets, Due Diligence, SEC filings, Finance, Financial Services, Insurance, Internal Audit, Mergers & Acquisitions, SEC Filings
Education
The University of Texas at Austin 1998 — 2004
Master of Public Accountancy (MPA), Accounting and Finance
Tekla Taylor Tekla Taylor's Cantaro Capital Experience November 2012 - Present
Job Director at Cantaro Capital
Industry Financial Services
Experience
Cantaro Capital November 2012 - Present
Digby December 2011 - November 2012
Selling Source LLC March 2007 - February 2011
Taylor Consulting November 2005 - February 2007
Magellan Capital Partners, Ltd May 2003 - November 2005
Vail Resorts June 2002 - August 2002
El Paso Merchant Energy Group March 2002 - May 2002
Greif Brothers Corporation January 1999 - January 2001
Skills
Strategic Planning, Start-ups, Mergers, Business Strategy, Process Improvement, Strategic Partnerships, SaaS, Business Development, Executive Management, Salesforce.com, Analytics, Business Planning, Product Management, Financial Modeling, New Business Development, Cross-functional Team..., Forecasting, E-commerce, Change Management, Project Management, Entrepreneurship, Financial Analysis, Program Management, Team Building, Team Leadership, Business Analysis, Marketing Strategy
Education
RICE UNIVERSITY, JONES GRADUATE SCHOOL OF MANAGEMENT 2001 — 2003
MASTER, BUSINESS ADMINISTRATION
University of Houston-Clear Lake 1999 — 2001
MASTER OF ARTS, SOCIOLOGY
PENNSYLVANIA STATE UNIVERSITY
BACHELOR OF SCIENCE, PSYCHOLOGY
Cantaro Capital November 2012 - Present
Digby December 2011 - November 2012
Selling Source LLC March 2007 - February 2011
Taylor Consulting November 2005 - February 2007
Magellan Capital Partners, Ltd May 2003 - November 2005
Vail Resorts June 2002 - August 2002
El Paso Merchant Energy Group March 2002 - May 2002
Greif Brothers Corporation January 1999 - January 2001
Skills
Strategic Planning, Start-ups, Mergers, Business Strategy, Process Improvement, Strategic Partnerships, SaaS, Business Development, Executive Management, Salesforce.com, Analytics, Business Planning, Product Management, Financial Modeling, New Business Development, Cross-functional Team..., Forecasting, E-commerce, Change Management, Project Management, Entrepreneurship, Financial Analysis, Program Management, Team Building, Team Leadership, Business Analysis, Marketing Strategy
Education
RICE UNIVERSITY, JONES GRADUATE SCHOOL OF MANAGEMENT 2001 — 2003
MASTER, BUSINESS ADMINISTRATION
University of Houston-Clear Lake 1999 — 2001
MASTER OF ARTS, SOCIOLOGY
PENNSYLVANIA STATE UNIVERSITY
BACHELOR OF SCIENCE, PSYCHOLOGY
Stephen Bellingham Stephen Bellingham's Cantaro Capital Experience August 2010 - September 2011
Job Vice President at Investors Preferred
Industry Financial Services
Experience
Investors Preferred June 2014 - Present
Cantaro Advisors September 2011 - May 2014
Cantaro Capital August 2010 - September 2011
KBC Financial Products August 2001 - November 2008
Hutch - Bell Sales & Marketing July 1995 - July 2001
CorbinRusswin Architectural Hardware November 1987 - July 1995
Skills
Business Development, Private Equity, Finance, Financial Analysis, Alternative Investments, Sales Management, Investments, Asset Based Lending, Competitive Analysis, Investment Banking, CRM, Credit, Structured Finance, Due Diligence, Valuation, Program Management, Corporate Finance, Insurance, Marketing, Management, Sales Operations, Business Planning, Sales, Capital, Venture Capital, Funding, Risk Management, Start-ups, Financial Services, Financial Structuring, Loans, Financial Modeling, Sales Process, Portfolio Management
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
East Hartford High School 1977 — 1981
BBQ Pitmasters School
BBQ 101 - Traditional American BBQ
Investors Preferred June 2014 - Present
Cantaro Advisors September 2011 - May 2014
Cantaro Capital August 2010 - September 2011
KBC Financial Products August 2001 - November 2008
Hutch - Bell Sales & Marketing July 1995 - July 2001
CorbinRusswin Architectural Hardware November 1987 - July 1995
Skills
Business Development, Private Equity, Finance, Financial Analysis, Alternative Investments, Sales Management, Investments, Asset Based Lending, Competitive Analysis, Investment Banking, CRM, Credit, Structured Finance, Due Diligence, Valuation, Program Management, Corporate Finance, Insurance, Marketing, Management, Sales Operations, Business Planning, Sales, Capital, Venture Capital, Funding, Risk Management, Start-ups, Financial Services, Financial Structuring, Loans, Financial Modeling, Sales Process, Portfolio Management
Education
Providence College 1981 — 1985
Bachelors of Science, Finance
East Hartford High School 1977 — 1981
BBQ Pitmasters School
BBQ 101 - Traditional American BBQ
Arthur Levine, CPA, CGMA Arthur Levine, CPA, CGMA's Cantaro Capital Experience May 2012 - August 2012
Job Financial Reporting at Texas Department of Transportation
Industry Government Administration
Experience
Texas Department of Transportation March 2014 - Present
FirstService Residential Realty January 2013 - December 2013
Cantaro Capital May 2012 - August 2012
EZ Corp February 2012 - May 2012
Liberty Investments January 2011 - December 2011
Cubist Pharmaceuticals November 2009 - October 2010
PRTM Management Consultants, Inc. April 2001 - December 2008
The Performance Measurement Group April 2000 - March 2001
Cahners Publishing July 1998 - April 2000
Charles River Publishing January 1996 - July 1998
Skills
Accounting, Mergers & Acquisitions, Finance, Financial Reporting, Leadership, Management, Budgets, Corporate Finance, Change Management, Strategic Planning, Due Diligence, Mergers, Financial Analysis, Management Consulting, ERP, Executive Management, Auditing, Process Improvement, Business Strategy, Internal Controls, Business Analysis, Analysis, Strategic Financial..., Operations Management, Business Process, Risk Management, Cross-functional Team..., Forecasting, Start-ups, Business Planning, Negotiation, Training, Financial Accounting, Business Development, Project Management, Program Management, Strategy, Competitive Analysis, Human Resources, General Ledger, Acquisition Integration, Payroll, Mentoring Of Staff, Teaching, Training Facilitation, Benefit Plan..., Investments, Business Process..., Sarbanes-Oxley Act, Strategic Hiring
Education
Landmark Education 2008 — 2011
Pace University 1976 — 1978
BBA
Texas Department of Transportation March 2014 - Present
FirstService Residential Realty January 2013 - December 2013
Cantaro Capital May 2012 - August 2012
EZ Corp February 2012 - May 2012
Liberty Investments January 2011 - December 2011
Cubist Pharmaceuticals November 2009 - October 2010
PRTM Management Consultants, Inc. April 2001 - December 2008
The Performance Measurement Group April 2000 - March 2001
Cahners Publishing July 1998 - April 2000
Charles River Publishing January 1996 - July 1998
Skills
Accounting, Mergers & Acquisitions, Finance, Financial Reporting, Leadership, Management, Budgets, Corporate Finance, Change Management, Strategic Planning, Due Diligence, Mergers, Financial Analysis, Management Consulting, ERP, Executive Management, Auditing, Process Improvement, Business Strategy, Internal Controls, Business Analysis, Analysis, Strategic Financial..., Operations Management, Business Process, Risk Management, Cross-functional Team..., Forecasting, Start-ups, Business Planning, Negotiation, Training, Financial Accounting, Business Development, Project Management, Program Management, Strategy, Competitive Analysis, Human Resources, General Ledger, Acquisition Integration, Payroll, Mentoring Of Staff, Teaching, Training Facilitation, Benefit Plan..., Investments, Business Process..., Sarbanes-Oxley Act, Strategic Hiring
Education
Landmark Education 2008 — 2011
Pace University 1976 — 1978
BBA
Brent Bartholomew Brent Bartholomew's Cantaro Capital Experience May 2013 - May 2014
Job Controller at Younicos, Inc.
Industry Accounting
Experience
Younicos May 2014 - Present
Boys and Girls Club of the Austin Area December 2008 - Present
Cantaro Capital May 2013 - May 2014
Xtreme Power August 2010 - May 2013
New Milestones Foundation August 2009 - January 2013
Westlake 2010 - 2013
Lombardi Software March 2010 - July 2010
The Law Offices of Judy A. Leecraft & Associates, P.C. September 2009 - March 2010
Holtzman Partners LLP June 2007 - September 2009
Deloitte & Touche LLP January 2006 - June 2007
Skills
Accounting, Financial Reporting, Financial Accounting, SOX, Quickbooks, Accounts Payable, Accounts Receivable, Cash Management, Cash Flow, Budgeting, Financial Planning, Excel, Documentation, Inventory Management, Year End Accounts, Financial Analysis, Audit, General Ledger, Auditing, Internal Controls, GAAP, Financial Management, Fixed Assets, Process Improvement, Internal Audit, Corporate Finance, Compliance, Reconciliation, Sarbanes-Oxley Act, QuickBooks, Software Documentation, Revenue Recognition, Finance, Account Reconciliation, Sarbanes-Oxley, Payroll, US GAAP, Strategy, Forecasting, Microsoft Excel, Strategic Financial..., Financial Statements, Cost Accounting, Analysis, Budgets, Mergers & Acquisitions, Financial Modeling, Variance Analysis, SEC filings, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at AustinAugust 2006 2004 — 2006
Master, Professional Accounting
The University of Texas at Austin 2001 — 2006
Master, Accounting
St. Edward's UniversityMay 2005 2002 — 2005
Bachelor, Business Administration; Accounting
Texas Tech University - Rawls College of Business
Younicos May 2014 - Present
Boys and Girls Club of the Austin Area December 2008 - Present
Cantaro Capital May 2013 - May 2014
Xtreme Power August 2010 - May 2013
New Milestones Foundation August 2009 - January 2013
Westlake 2010 - 2013
Lombardi Software March 2010 - July 2010
The Law Offices of Judy A. Leecraft & Associates, P.C. September 2009 - March 2010
Holtzman Partners LLP June 2007 - September 2009
Deloitte & Touche LLP January 2006 - June 2007
Skills
Accounting, Financial Reporting, Financial Accounting, SOX, Quickbooks, Accounts Payable, Accounts Receivable, Cash Management, Cash Flow, Budgeting, Financial Planning, Excel, Documentation, Inventory Management, Year End Accounts, Financial Analysis, Audit, General Ledger, Auditing, Internal Controls, GAAP, Financial Management, Fixed Assets, Process Improvement, Internal Audit, Corporate Finance, Compliance, Reconciliation, Sarbanes-Oxley Act, QuickBooks, Software Documentation, Revenue Recognition, Finance, Account Reconciliation, Sarbanes-Oxley, Payroll, US GAAP, Strategy, Forecasting, Microsoft Excel, Strategic Financial..., Financial Statements, Cost Accounting, Analysis, Budgets, Mergers & Acquisitions, Financial Modeling, Variance Analysis, SEC filings, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2006
MPA, Accounting
The University of Texas at AustinAugust 2006 2004 — 2006
Master, Professional Accounting
The University of Texas at Austin 2001 — 2006
Master, Accounting
St. Edward's UniversityMay 2005 2002 — 2005
Bachelor, Business Administration; Accounting
Texas Tech University - Rawls College of Business
Taylor Pruet Taylor Pruet's Cantaro Capital Experience June 2010 - August 2010
Job Finance Director & HR Manager at IPR EMS
Industry Environmental Services
Experience
IPR EMS August 2012 - Present
A1-Aerospace May 2012 - December 2013
SFCG June 2011 - August 2011
Cantaro Secured Opportunities Fund, LLC June 2010 - August 2010
Cantaro Capital June 2010 - August 2010
Skills
Excel, PowerPoint, Word, Entrepreneurship, Research, Facebook, Social Media, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Accounting, Financial Reporting, Mergers, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, QuickBooks, Internal Audit, Leadership, Analysis, Customer Service, Business Strategy, Management, Strategic Planning, Microsoft Office
Education
Università Commerciale 'Luigi Bocconi' 2010 — 2010
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
BBA, Corporate Finance
IPR EMS August 2012 - Present
A1-Aerospace May 2012 - December 2013
SFCG June 2011 - August 2011
Cantaro Secured Opportunities Fund, LLC June 2010 - August 2010
Cantaro Capital June 2010 - August 2010
Skills
Excel, PowerPoint, Word, Entrepreneurship, Research, Facebook, Social Media, Financial Analysis, Financial Modeling, Bloomberg, Corporate Finance, Accounting, Financial Reporting, Mergers, Microsoft Excel, Finance, Mergers & Acquisitions, Microsoft Word, QuickBooks, Internal Audit, Leadership, Analysis, Customer Service, Business Strategy, Management, Strategic Planning, Microsoft Office
Education
Università Commerciale 'Luigi Bocconi' 2010 — 2010
BBA, Finance
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
BBA, Corporate Finance
David Dart, CPA David Dart, CPA's Cantaro Capital Experience January 2014 - January 2015
Job Controller at Wild Basin Investments
Industry Accounting
Experience
Wild Basin Investments January 2015 - Present
Cantaro Capital January 2014 - January 2015
Cantaro Capital LLC March 2010 - January 2014
Brothers Wealth Management LLC 2007 - January 2014
Gainer, Donnelly & Desroches June 2009 - May 2010
Robert Half International January 2007 - May 2009
Skills
Accounting, Strategic Financial..., Tax, Financial Analysis, CPA, GAAP, US GAAP, QuickBooks, Internal Controls, Financial Reporting, General Ledger, Financial Modeling, Microsoft Excel, Account Reconciliation, Project Management, Due Diligence, Mergers & Acquisitions
Education
Franciscan University of Steubenville
BS, Accounting
Keller Graduate School of Management of DeVry University
Masters, Accounting and Finance
Wild Basin Investments January 2015 - Present
Cantaro Capital January 2014 - January 2015
Cantaro Capital LLC March 2010 - January 2014
Brothers Wealth Management LLC 2007 - January 2014
Gainer, Donnelly & Desroches June 2009 - May 2010
Robert Half International January 2007 - May 2009
Skills
Accounting, Strategic Financial..., Tax, Financial Analysis, CPA, GAAP, US GAAP, QuickBooks, Internal Controls, Financial Reporting, General Ledger, Financial Modeling, Microsoft Excel, Account Reconciliation, Project Management, Due Diligence, Mergers & Acquisitions
Education
Franciscan University of Steubenville
BS, Accounting
Keller Graduate School of Management of DeVry University
Masters, Accounting and Finance
Gary Schroeder's Cantaro Capital Experience April 2012 - August 2012
Job Product Manager at Periscope Holdings
Industry Information Technology and Services
Experience
Periscope Holdings April 2015 - Present
Accruent (a Vista Equity Partners Company) May 2013 - April 2015
Cantaro Capital April 2012 - August 2012
ShoeZoom.com February 2011 - July 2011
Combined Solar Technologies (a Morningside Group company) May 2010 - February 2011
Bibles for America August 2008 - May 2010
Skills
Business Development, Program Management, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Mobile Devices, Financial Modeling, Cloud Computing, Marketing, Marketing Strategy, Analytics, Product Management, Growth Hacking, Leadership, Strategy, Management, Start-ups, SaaS, Enterprise Software
Education
The University of Texas at Dallas - School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
Living Stream Bible Truth + Service Training 2006 — 2008
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Business & History
Periscope Holdings April 2015 - Present
Accruent (a Vista Equity Partners Company) May 2013 - April 2015
Cantaro Capital April 2012 - August 2012
ShoeZoom.com February 2011 - July 2011
Combined Solar Technologies (a Morningside Group company) May 2010 - February 2011
Bibles for America August 2008 - May 2010
Skills
Business Development, Program Management, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Mobile Devices, Financial Modeling, Cloud Computing, Marketing, Marketing Strategy, Analytics, Product Management, Growth Hacking, Leadership, Strategy, Management, Start-ups, SaaS, Enterprise Software
Education
The University of Texas at Dallas - School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Strategy and Entrepreneurship
Living Stream Bible Truth + Service Training 2006 — 2008
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Business & History
Sydney Hayslett, LEED AP's Cantaro Capital Experience January 2014 - Present
Job Senior Staff Accountant at Cantaro Capital
Industry Accounting
Experience
Cantaro Capital January 2014 - Present
Barnes Gromatzky Kosarek Architects August 2012 - January 2014
View Capital Advisors, LLC April 2012 - August 2012
Lakeside Capital Partners August 2009 - March 2012
Architects Rabe + Partners March 2006 - August 2008
Skills
Intacct, Intacct Advanced..., QuickBooks, Microsoft Excel, InDesign, SketchUp, LEED AP, Design Research, Illustrator, Photoshop, AutoCAD, Dreamweaver, Web Design, HTML, Architecture, Microsoft Word, PowerPoint, Creative Problem Solving, Presentation Development, Digital Photography, Marketing Communications, Graphic Design, Mac, PC, Budgets, Architectural Design, Management, Sustainable Design
Education
Tulane University School of Architecture 2006 — 2008
Master of Architecture (MArch), Architecture, 3.461
Texas A&M University 2002 — 2005
Bachelor of Environmental Design, Architecture, Cum Laude
Austin Community College
Cantaro Capital January 2014 - Present
Barnes Gromatzky Kosarek Architects August 2012 - January 2014
View Capital Advisors, LLC April 2012 - August 2012
Lakeside Capital Partners August 2009 - March 2012
Architects Rabe + Partners March 2006 - August 2008
Skills
Intacct, Intacct Advanced..., QuickBooks, Microsoft Excel, InDesign, SketchUp, LEED AP, Design Research, Illustrator, Photoshop, AutoCAD, Dreamweaver, Web Design, HTML, Architecture, Microsoft Word, PowerPoint, Creative Problem Solving, Presentation Development, Digital Photography, Marketing Communications, Graphic Design, Mac, PC, Budgets, Architectural Design, Management, Sustainable Design
Education
Tulane University School of Architecture 2006 — 2008
Master of Architecture (MArch), Architecture, 3.461
Texas A&M University 2002 — 2005
Bachelor of Environmental Design, Architecture, Cum Laude
Austin Community College