Capstone Advisory Group
Description
Address: 7701 France Ave S #625, Edina, MN 55435 Phone: (952) 562-2440: Website: Place name: : : Category: : Hours: : : Website: http://www.capstoneadvgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Capstone Advisory Group Posting publicly on the Web Write a review Reviews Be the first to review
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Capstone Advisory Group Employees
Employee
Years
Job
Industry
Aaron Altamura Aaron Altamura's Capstone Advisory Group Experience May 2010 - August 2010
Job Co Founder at Teen Startup Academy
Industry Financial Services
Experience
Beanstock September 2014 - January 2015
Early Growth Financial Services September 2013 - September 2014
Wells Fargo December 2011 - July 2013
Capstone Advisory Group May 2010 - August 2010
Skills
Cash Flow Management, Payments, Financial Analysis, Finance, Financial Modeling, Valuation, Forecasting, Investments, Accounting, Microsoft Excel, Risk Management, Team Leadership, Business Strategy, Start-ups
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration, Finance & Entrepreneurship
Loyola Marymount University 2006 — 2010
Bachelor of Science, Accounting
Beanstock September 2014 - January 2015
Early Growth Financial Services September 2013 - September 2014
Wells Fargo December 2011 - July 2013
Capstone Advisory Group May 2010 - August 2010
Skills
Cash Flow Management, Payments, Financial Analysis, Finance, Financial Modeling, Valuation, Forecasting, Investments, Accounting, Microsoft Excel, Risk Management, Team Leadership, Business Strategy, Start-ups
Education
Loyola Marymount University 2006 — 2010
Bachelor of Business Administration, Finance & Entrepreneurship
Loyola Marymount University 2006 — 2010
Bachelor of Science, Accounting
Mike Malarkey Mike Malarkey's Capstone Advisory Group Experience February 2011 - February 2013
Job Managing Director / Shareholder, Berkeley Research Group LLC
Industry Legal Services
Experience
Capstone Advisory Group February 2011 - February 2013
Navigant December 2006 - February 2011
Ernst & Young 2002 - 2007
Skills
Forensic Accounting, Corporate Governance, Litigation Support, White Collar Criminal..., Due Diligence, Internal Investigations, Litigation, FCPA, Fraud, Restructuring, Mergers, Business Valuation, Valuation, Expert Witness, Intellectual Property, Computer Forensics, Private Investigations
Education
Cornell University
Capstone Advisory Group February 2011 - February 2013
Navigant December 2006 - February 2011
Ernst & Young 2002 - 2007
Skills
Forensic Accounting, Corporate Governance, Litigation Support, White Collar Criminal..., Due Diligence, Internal Investigations, Litigation, FCPA, Fraud, Restructuring, Mergers, Business Valuation, Valuation, Expert Witness, Intellectual Property, Computer Forensics, Private Investigations
Education
Cornell University
Barbara Marcoz Barbara Marcoz's Capstone Advisory Group Experience July 2009 - November 2009
Job Senior Advisor at Hypatia Capital Group
Industry Financial Services
Experience
MARCOZ-TERRAZ Consulting SAS February 2010 - Present
Hypatia Capital Group November 2011 - December 2013
Wombat Capital June 2010 - November 2011
Capstone Advisory Group July 2009 - November 2009
European American Chamber of Commerce February 2008 - July 2009
Deloitte April 2006 - March 2009
PricewaterhouseCoopers October 1999 - April 2006
PwC Luxembourg 1999 - 2003
Skills
Investment Banking, US GAAP, IFRS, French, Insurance, Mortgage Banking, Manufacturing, Apparel, Hospitality, German, Spanish, Cosmetics, Luxury, Consumer Products, Financial Analysis, Private Equity, Spanish-English, Management, Divestitures, M&A experience, Mergers & Acquisitions, Finance, Investments, Strategy, Management Consulting
Education
University of Alberta 1997 — 1998
MBA, Finance
Grenoble Ecole de Management 1994 — 1997
Master of Management, Accounting
IPAC 1992 — 1994
B.T.S, International trade, Logistics
MARCOZ-TERRAZ Consulting SAS February 2010 - Present
Hypatia Capital Group November 2011 - December 2013
Wombat Capital June 2010 - November 2011
Capstone Advisory Group July 2009 - November 2009
European American Chamber of Commerce February 2008 - July 2009
Deloitte April 2006 - March 2009
PricewaterhouseCoopers October 1999 - April 2006
PwC Luxembourg 1999 - 2003
Skills
Investment Banking, US GAAP, IFRS, French, Insurance, Mortgage Banking, Manufacturing, Apparel, Hospitality, German, Spanish, Cosmetics, Luxury, Consumer Products, Financial Analysis, Private Equity, Spanish-English, Management, Divestitures, M&A experience, Mergers & Acquisitions, Finance, Investments, Strategy, Management Consulting
Education
University of Alberta 1997 — 1998
MBA, Finance
Grenoble Ecole de Management 1994 — 1997
Master of Management, Accounting
IPAC 1992 — 1994
B.T.S, International trade, Logistics
Jamie Berry's Capstone Advisory Group Experience April 2011 - January 2013
Job Managing Director Client Services Leader at Huron Consulting Group
Industry Legal Services
Experience
Huron Consulting Group February 2013 - Present
Capstone Advisory Group April 2011 - January 2013
Navigant Consulting February 2009 - April 2011
Thomson Reuters September 2007 - February 2009
LECG, LLC November 2006 - September 2007
Merrill Corporation October 2005 - November 2006
DLA Piper January 2001 - October 2005
Reese & Carney LLP 1999 - 2000
Skills
eDiscovery, Computer Forensics, Litigation Support, Document Review, Litigation, Document Management, Forensic Analysis, Corporate Law, Strategy, Management, Leadership, Litigation Consulting, Private Investigations, Consulting, Project Management, Biomarker Discovery, Legal Research, Legal Assistance, Mergers & Acquisitions, Investigation, Expert Witness, Fraud, Operational Excellence, Teamwork, Analysis, Program Management
Education
The Catholic University of America, Columbus School of Law 1997 — 2000
Juris Doctorate, Law
Marquette University 1993 — 1997
Bachelor of Arts, Political Science, Criminology
Loyola Blakefield 1989 — 1993
High School Diploma, College Preparatory High School
Shrine of the Little Flower Catholic School 1980 — 1989
General Studies
Huron Consulting Group February 2013 - Present
Capstone Advisory Group April 2011 - January 2013
Navigant Consulting February 2009 - April 2011
Thomson Reuters September 2007 - February 2009
LECG, LLC November 2006 - September 2007
Merrill Corporation October 2005 - November 2006
DLA Piper January 2001 - October 2005
Reese & Carney LLP 1999 - 2000
Skills
eDiscovery, Computer Forensics, Litigation Support, Document Review, Litigation, Document Management, Forensic Analysis, Corporate Law, Strategy, Management, Leadership, Litigation Consulting, Private Investigations, Consulting, Project Management, Biomarker Discovery, Legal Research, Legal Assistance, Mergers & Acquisitions, Investigation, Expert Witness, Fraud, Operational Excellence, Teamwork, Analysis, Program Management
Education
The Catholic University of America, Columbus School of Law 1997 — 2000
Juris Doctorate, Law
Marquette University 1993 — 1997
Bachelor of Arts, Political Science, Criminology
Loyola Blakefield 1989 — 1993
High School Diploma, College Preparatory High School
Shrine of the Little Flower Catholic School 1980 — 1989
General Studies
Heather L. Maurer, MA's Capstone Advisory Group Experience June 2012 - January 2013
Job Executive Director
Industry Nonprofit Organization Management
Experience
The Accreditation Commission for Midwifery Education November 2013 - Present
Wiley Rein LLP January 2013 - November 2013
Capstone Advisory Group June 2012 - January 2013
Caplin & Drysdale June 2008 - July 2012
Nixon Peabody June 2004 - May 2008
American University Washington College of Law 1999 - 2004
Skills
Public Relations, Marketing Communications, Social Media Marketing, Media Relations, Social Media, Corporate Communications, Nonprofits, Proposal Writing, Marketing Research, Online Marketing, Email Marketing, Marketing, Event Management, Business Development, Lead Generation, Coaching, Strategy, Market Research, Team Building, Budgets, Leadership, Special Events, Non-profits, Customer Relations, Fundraising, Internal Communications, Brand Development, Press Releases, Crisis Communications, Administration, New Business Development, B2B, Brand Awareness, Integrated Marketing, Advertising, Facebook, Brand Management, Marketing Management, Business Strategy, Corporate Social..., Healthcare Management, Midwifery, Higher Education, Health Education, Nonprofit, International..., Management, Public Speaking, Training, Marketing Strategy
Education
American University 2000 — 2002
MA, Communication
Lynchburg College 1989 — 1993
BA, Communication and Media Studies
La Universidad de Salamanca 1992 — 1992
Spanish Language and Literature
Institute for Integrative Nutrition 2013 — 2013
Integrative Nutrition Health Coach, Certificate
Notred Dame Academy 1984 — 1989
High School Diploma
The Accreditation Commission for Midwifery Education November 2013 - Present
Wiley Rein LLP January 2013 - November 2013
Capstone Advisory Group June 2012 - January 2013
Caplin & Drysdale June 2008 - July 2012
Nixon Peabody June 2004 - May 2008
American University Washington College of Law 1999 - 2004
Skills
Public Relations, Marketing Communications, Social Media Marketing, Media Relations, Social Media, Corporate Communications, Nonprofits, Proposal Writing, Marketing Research, Online Marketing, Email Marketing, Marketing, Event Management, Business Development, Lead Generation, Coaching, Strategy, Market Research, Team Building, Budgets, Leadership, Special Events, Non-profits, Customer Relations, Fundraising, Internal Communications, Brand Development, Press Releases, Crisis Communications, Administration, New Business Development, B2B, Brand Awareness, Integrated Marketing, Advertising, Facebook, Brand Management, Marketing Management, Business Strategy, Corporate Social..., Healthcare Management, Midwifery, Higher Education, Health Education, Nonprofit, International..., Management, Public Speaking, Training, Marketing Strategy
Education
American University 2000 — 2002
MA, Communication
Lynchburg College 1989 — 1993
BA, Communication and Media Studies
La Universidad de Salamanca 1992 — 1992
Spanish Language and Literature
Institute for Integrative Nutrition 2013 — 2013
Integrative Nutrition Health Coach, Certificate
Notred Dame Academy 1984 — 1989
High School Diploma
Penny Fine's Capstone Advisory Group Experience February 2009 - January 2010
Job Senior Vice President at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
FirstMerit Bank February 2013 - Present
JPMorgan Chase January 2010 - January 2013
Capstone Advisory Group February 2009 - January 2010
CIT November 2005 - November 2008
GE Capital November 1994 - November 2005
Heller Financial June 1990 - November 1994
Arthur Andersen & Co. August 1987 - June 1990
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
Vinnie D'Eramo Vinnie D'Eramo's Capstone Advisory Group Experience May 2012 - January 2013
Job Sales Executive at Deloitte
Industry Legal Services
Experience
Deloitte February 2013 - Present
Capstone Advisory Group May 2012 - January 2013
DiscoveryWorks Global March 2009 - May 2012
Fios, Inc. October 2007 - February 2009
IKON Document Services October 2006 - September 2007
IKON Document Services September 2001 - September 2006
Skills
Business Development, Negotiation, Customer Service, Solution Architecture, Consultative Approach, Litigation Support, Management, Document Management, Contract Negotiation, Litigation, Legal Research, E-Discovery Consulting, CRM, New Business Development, Sales Operations, Professional Services, Public Speaking, Computer Forensics, Account Management, Document Review, Leadership, Mergers & Acquisitions, Consulting, Recruiting
Education
Boston College 1997 — 2001
Bachelor of Arts (BA), English Language and Literature
University College London, U. of London 2000 — 2000
Study Abroad Program
Chaminade High School 1993 — 1997
Deloitte February 2013 - Present
Capstone Advisory Group May 2012 - January 2013
DiscoveryWorks Global March 2009 - May 2012
Fios, Inc. October 2007 - February 2009
IKON Document Services October 2006 - September 2007
IKON Document Services September 2001 - September 2006
Skills
Business Development, Negotiation, Customer Service, Solution Architecture, Consultative Approach, Litigation Support, Management, Document Management, Contract Negotiation, Litigation, Legal Research, E-Discovery Consulting, CRM, New Business Development, Sales Operations, Professional Services, Public Speaking, Computer Forensics, Account Management, Document Review, Leadership, Mergers & Acquisitions, Consulting, Recruiting
Education
Boston College 1997 — 2001
Bachelor of Arts (BA), English Language and Literature
University College London, U. of London 2000 — 2000
Study Abroad Program
Chaminade High School 1993 — 1997
Janine Dolan, CPA, CIRA's Capstone Advisory Group Experience September 2005 - October 2012
Job Founding Merchant | Mark and Graham | Personalized Gifting
Industry Luxury Goods & Jewelry
Experience
Self-employed August 2014 - Present
RPA Advisors LLC October 2012 - October 2013
Capstone Advisory Group September 2005 - October 2012
Skills
Restructuring, Financial Analysis, Forecasting, Strategic Planning, Due Diligence, Liquidation, Accounting, CPA, Corporate Events, Corporate Gifts, Gifts
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Economics
Self-employed August 2014 - Present
RPA Advisors LLC October 2012 - October 2013
Capstone Advisory Group September 2005 - October 2012
Skills
Restructuring, Financial Analysis, Forecasting, Strategic Planning, Due Diligence, Liquidation, Accounting, CPA, Corporate Events, Corporate Gifts, Gifts
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance and Economics
Richard Fogarty's Capstone Advisory Group Experience February 2011 - February 2013
Job Managing Director at Berkeley Research Group LLC
Industry Security and Investigations
Experience
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group February 2011 - February 2013
Navigant Consulting April 2007 - January 2011
Kroll Associates 2002 - 2007
New York City Department of Investigation April 1999 - October 2002
Skills
Private Investigations, FCPA, AML, Computer Forensics, Internal Investigations, Litigation Support, Due Diligence, Anti-corruption, Forensic Accounting, Policy, Litigation, Investigation
Education
Brooklyn Law School 1990 — 1993
JD, Law
Brooklyn Law School 1990 — 1993
Doctor of Law (J.D.)
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (B.A.)
South Kent School 1983 — 1984
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group February 2011 - February 2013
Navigant Consulting April 2007 - January 2011
Kroll Associates 2002 - 2007
New York City Department of Investigation April 1999 - October 2002
Skills
Private Investigations, FCPA, AML, Computer Forensics, Internal Investigations, Litigation Support, Due Diligence, Anti-corruption, Forensic Accounting, Policy, Litigation, Investigation
Education
Brooklyn Law School 1990 — 1993
JD, Law
Brooklyn Law School 1990 — 1993
Doctor of Law (J.D.)
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (B.A.)
South Kent School 1983 — 1984
Al Norman Al Norman's Capstone Advisory Group Experience 2004 - 2011
Job First Vice President at Sussex Bank
Industry Banking
Experience
Sussex Bank 2010 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting 1998 - 2004
Skills
Credit Analysis, Start-ups, Portfolio Management, Financial Analysis, Loans, Restructuring, Valuation, Credit, Commercial Lending, Credit Risk, Due Diligence, Commercial Banking, Small Business Lending, Financial Modeling, Banking, Mortgage Lending, Negotiation
Education
Seton Hall University 1974 — 1976
MBA, Finance
University of Delaware 1968 — 1972
BS, Business Administration
Sussex Bank 2010 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting 1998 - 2004
Skills
Credit Analysis, Start-ups, Portfolio Management, Financial Analysis, Loans, Restructuring, Valuation, Credit, Commercial Lending, Credit Risk, Due Diligence, Commercial Banking, Small Business Lending, Financial Modeling, Banking, Mortgage Lending, Negotiation
Education
Seton Hall University 1974 — 1976
MBA, Finance
University of Delaware 1968 — 1972
BS, Business Administration
Nikhil Nichani Nikhil Nichani's Capstone Advisory Group Experience January 2012 - May 2012
Job Associate Equity Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
UBS Investment Bank January 2013 - July 2013
UBS Investment Bank June 2012 - August 2012
Capstone Advisory Group January 2012 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Quantitative Finance, Microsoft Excel, Bloomberg, Quantitative Analytics, Economics, Financial Modeling, Asset Allocation, Data Analysis, Series 7, Hedging, Equity Derivatives, Valuation, Mutual Funds, Risk Management, Analysis, Financial Analysis, Commodity, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BA, Economics
RBC Capital Markets July 2013 - Present
UBS Investment Bank January 2013 - July 2013
UBS Investment Bank June 2012 - August 2012
Capstone Advisory Group January 2012 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Quantitative Finance, Microsoft Excel, Bloomberg, Quantitative Analytics, Economics, Financial Modeling, Asset Allocation, Data Analysis, Series 7, Hedging, Equity Derivatives, Valuation, Mutual Funds, Risk Management, Analysis, Financial Analysis, Commodity, Due Diligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
BA, Economics
Eric Mazur's Capstone Advisory Group Experience April 2011 - February 2013
Job Managing Director at Huron Consulting Group
Industry Legal Services
Experience
Huron Consulting Group February 2013 - Present
Capstone Advisory Group April 2011 - February 2013
Navigant Consulting February 2009 - April 2011
Thomson Reuters September 2007 - February 2009
LECG January 2007 - September 2007
Deloitte September 2002 - January 2007
Department of Defense / CyberCrime Center May 2001 - October 2002
Metropolitan Police Dept - Washington, DC January 1990 - May 2001
Skills
Computer Forensics, eDiscovery, Litigation Readiness, Expert Testimony, Expert Witness, Forensic Analysis, Computer Investigations, Forensic Data..., Litigation Support, Litigation, Private Investigations, EnCase, Litigation Consulting, Fraud, Investigation, Information Security, Forensic Accounting, Due Diligence, Risk Assessment, FCPA, Computer Security, Legal Assistance, Enforcement, Internal Investigations, Vulnerability Assessment, Information Security..., Document Review, Risk Management, Cybercrime, Management, Consulting, AML, Privacy Law, Data Privacy, Enterprise Risk..., Document Management, IT Audit, Business Continuity, Intellectual Property
Education
University of Maryland College Park 1984 — 1989
BA, Criminology/Criminal Justice
Huron Consulting Group February 2013 - Present
Capstone Advisory Group April 2011 - February 2013
Navigant Consulting February 2009 - April 2011
Thomson Reuters September 2007 - February 2009
LECG January 2007 - September 2007
Deloitte September 2002 - January 2007
Department of Defense / CyberCrime Center May 2001 - October 2002
Metropolitan Police Dept - Washington, DC January 1990 - May 2001
Skills
Computer Forensics, eDiscovery, Litigation Readiness, Expert Testimony, Expert Witness, Forensic Analysis, Computer Investigations, Forensic Data..., Litigation Support, Litigation, Private Investigations, EnCase, Litigation Consulting, Fraud, Investigation, Information Security, Forensic Accounting, Due Diligence, Risk Assessment, FCPA, Computer Security, Legal Assistance, Enforcement, Internal Investigations, Vulnerability Assessment, Information Security..., Document Review, Risk Management, Cybercrime, Management, Consulting, AML, Privacy Law, Data Privacy, Enterprise Risk..., Document Management, IT Audit, Business Continuity, Intellectual Property
Education
University of Maryland College Park 1984 — 1989
BA, Criminology/Criminal Justice
Jeff Hyland Jeff Hyland's Capstone Advisory Group Experience February 2006 - Present
Job Managing Director at Berkeley Research Group LLC
Industry Capital Markets
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2006 - Present
Fort Dearborn Partners 1996 - 2006
Grant Thornton LLP 1989 - 1995
University of Chicago Hospitals 1987 - 1989
MCI Telecommunication Corporation 1985 - 1987
Deloitte 1982 - 1985
Skills
Business Valuation, Restructuring, Due Diligence, Private Equity, Corporate Finance, Acquisition Integration, Mergers & Acquisitions, LBO, Bankruptcy, Financial Structuring, Asset Based Lending, Financial Modeling, Finance, Financial Analysis, Turn Around Management, Credit Analysis, Loans, Debt Restructuring, Leveraged Finance, Valuation, Investment Banking, Corporate Development, Special Situations, Capital Markets, High Yield, Divestitures, Portfolio Management, Structured Finance, Alternative Investments, M&A experience, Private Placements, Financial Advisory, Equities, Capital Structure, Recapitalizations, Venture Capital, Forensic Accounting, Workout, IPO, Capital, Cash Flow Forecasting, Cash Management, Capital Raising, Turnaround Experience, Management, Strategy, Strategic Planning
Education
Northwestern University 1986 — 1988
MM (MBA), Finance, Marketing, and Hospital and Health Administration
Northwestern University - Kellogg School of Management 1986 — 1988
Masters of Management (MBA), Marketing, Finance, and Hospital & Health Services Management
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
MS, Accounting
Urbana High School 1975 — 1977
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2006 - Present
Fort Dearborn Partners 1996 - 2006
Grant Thornton LLP 1989 - 1995
University of Chicago Hospitals 1987 - 1989
MCI Telecommunication Corporation 1985 - 1987
Deloitte 1982 - 1985
Skills
Business Valuation, Restructuring, Due Diligence, Private Equity, Corporate Finance, Acquisition Integration, Mergers & Acquisitions, LBO, Bankruptcy, Financial Structuring, Asset Based Lending, Financial Modeling, Finance, Financial Analysis, Turn Around Management, Credit Analysis, Loans, Debt Restructuring, Leveraged Finance, Valuation, Investment Banking, Corporate Development, Special Situations, Capital Markets, High Yield, Divestitures, Portfolio Management, Structured Finance, Alternative Investments, M&A experience, Private Placements, Financial Advisory, Equities, Capital Structure, Recapitalizations, Venture Capital, Forensic Accounting, Workout, IPO, Capital, Cash Flow Forecasting, Cash Management, Capital Raising, Turnaround Experience, Management, Strategy, Strategic Planning
Education
Northwestern University 1986 — 1988
MM (MBA), Finance, Marketing, and Hospital and Health Administration
Northwestern University - Kellogg School of Management 1986 — 1988
Masters of Management (MBA), Marketing, Finance, and Hospital & Health Services Management
University of Illinois at Urbana-Champaign - College of Business 1977 — 1982
MS, Accounting
Urbana High School 1975 — 1977
Cassie Ringer's Capstone Advisory Group Experience March 2014 - Present
Job Administrative Assistant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group March 2014 - Present
Brixmor January 2013 - March 2014
Brixmor August 2012 - January 2013
Brixmor August 2011 - August 2012
Converse June 2009 - July 2011
Pytka Productions August 2007 - January 2010
Skills
Time Management, Fundraising, Leases, Marketing, Real Estate, Sales, Market Research, Event Planning, Forecasting, Budgets, Social Media Marketing, Change Management, Accounting, Retail, Outlook, PowerPoint, Commercial Real Estate, Microsoft Excel, Microsoft Word, Social Networking, Corporate Real Estate, Event Management, Database Management, Office Administration
Education
Eastern Illinois University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Warren Township High School 2003 — 2007
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group March 2014 - Present
Brixmor January 2013 - March 2014
Brixmor August 2012 - January 2013
Brixmor August 2011 - August 2012
Converse June 2009 - July 2011
Pytka Productions August 2007 - January 2010
Skills
Time Management, Fundraising, Leases, Marketing, Real Estate, Sales, Market Research, Event Planning, Forecasting, Budgets, Social Media Marketing, Change Management, Accounting, Retail, Outlook, PowerPoint, Commercial Real Estate, Microsoft Excel, Microsoft Word, Social Networking, Corporate Real Estate, Event Management, Database Management, Office Administration
Education
Eastern Illinois University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Warren Township High School 2003 — 2007
Russ Molter's Capstone Advisory Group Experience April 2009 - July 2014
Job Associate at Cornerstone Research
Industry Accounting
Experience
Cornerstone Research July 2014 - Present
Capstone Advisory Group April 2009 - July 2014
Ernst & Young August 2005 - April 2009
Skills
Dispute Resolution, Internal Controls, Auditing, Fraud, US GAAP, Financial Reporting, SEC filings, Accounting, Litigation, Financial Analysis, Financial Accounting, Finance, Analysis, Sarbanes-Oxley Act, Bankruptcy, Due Diligence, Financial Modeling, GAAP, SEC Filings, Commercial Litigation
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's, Accountancy
Cary Grove High School
Cornerstone Research July 2014 - Present
Capstone Advisory Group April 2009 - July 2014
Ernst & Young August 2005 - April 2009
Skills
Dispute Resolution, Internal Controls, Auditing, Fraud, US GAAP, Financial Reporting, SEC filings, Accounting, Litigation, Financial Analysis, Financial Accounting, Finance, Analysis, Sarbanes-Oxley Act, Bankruptcy, Due Diligence, Financial Modeling, GAAP, SEC Filings, Commercial Litigation
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2005
Master of Accounting Science, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's, Accountancy
Cary Grove High School
Michelle Lutkowski, PHR Michelle Lutkowski, PHR's Capstone Advisory Group Experience January 2010 - May 2015
Job
Industry Human Resources
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2010 - May 2015
AXS-One Inc April 1997 - July 2009
Financial Services, Inc July 1994 - March 1997
Skills
Organizational..., Employee Relations, New Hire Orientations, Employee Benefits, Payroll, FMLA, Recruiting, Human Resources, Talent Acquisition, Personnel Management, Mergers, HRIS, HR Policies, Employee Training, Insurance, Management, SPHR, Deferred Compensation, Hiring, Leadership, Mergers, Temporary Placement
Education
Monmouth University 1990 — 1994
BS, Business Management
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2010 - May 2015
AXS-One Inc April 1997 - July 2009
Financial Services, Inc July 1994 - March 1997
Skills
Organizational..., Employee Relations, New Hire Orientations, Employee Benefits, Payroll, FMLA, Recruiting, Human Resources, Talent Acquisition, Personnel Management, Mergers, HRIS, HR Policies, Employee Training, Insurance, Management, SPHR, Deferred Compensation, Hiring, Leadership, Mergers, Temporary Placement
Education
Monmouth University 1990 — 1994
BS, Business Management
Alex Hodara's Capstone Advisory Group Experience June 2007 - August 2007
Job Real Estate Developer, Forbes & Businessweek 30 Under 30
Industry Real Estate
Experience
Hodara Real Estate Group December 2008 - Present
Making Moves May 2009 - July 2011
Century 21 June 2008 - January 2010
MicroLaunch Global April 2008 - December 2008
Capstone Advisory Group June 2007 - August 2007
Education
Boston University Questrom School of Business 2006 — 2010
Hodara Real Estate Group December 2008 - Present
Making Moves May 2009 - July 2011
Century 21 June 2008 - January 2010
MicroLaunch Global April 2008 - December 2008
Capstone Advisory Group June 2007 - August 2007
Education
Boston University Questrom School of Business 2006 — 2010
Viswa Maramreddy's Capstone Advisory Group Experience 2011 - 2011
Job Associate at Farol Asset Management, LP
Industry Venture Capital & Private Equity
Experience
Farol Asset Management, LP June 2015 - Present
Prudential Capital Group July 2012 - May 2015
Bank of America Merrill Lynch 2011 - 2012
Capstone Advisory Group 2011 - 2011
Sequential Capital Partners January 2010 - May 2010
Investment Banking Institute 2010 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Investments, Capital IQ, DCF, Mergers & Acquisitions, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Business Valuation, Corporate Finance, Mezzanine, Credit Analysis, Equity Research, Leveraged Lending, Leveraged Buyout, Project Finance, Financial Projection
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science
Farol Asset Management, LP June 2015 - Present
Prudential Capital Group July 2012 - May 2015
Bank of America Merrill Lynch 2011 - 2012
Capstone Advisory Group 2011 - 2011
Sequential Capital Partners January 2010 - May 2010
Investment Banking Institute 2010 - 2010
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Investment Banking, Investments, Capital IQ, DCF, Mergers & Acquisitions, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Business Valuation, Corporate Finance, Mezzanine, Credit Analysis, Equity Research, Leveraged Lending, Leveraged Buyout, Project Finance, Financial Projection
Education
Rutgers University-New Brunswick 2007 — 2011
Bachelor of Science
Nathan Klatt's Capstone Advisory Group Experience March 2014 - April 2015
Job Principal at Rockport Investment Partners LLC
Industry Management Consulting
Experience
Rockport Investment Partners LLC May 2015 - Present
Capstone Advisory Group March 2014 - April 2015
Deloitte Financial Advisory Services LLP March 2006 - February 2014
Deloitte Financial Advisory Services LLP September 2003 - February 2006
Deloitte Financial Advisory Services LLP September 2000 - August 2003
KPMG LLP September 1995 - August 1998
Skills
Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions, Business Valuation, Financial Reporting, Auditing, SEC filings, Strategy, US GAAP, Private Equity, Accounting, Analysis, Internal Audit, GAAP, Portfolio Management, Training, Purchase Price..., Investments, Marketing Strategy, Mergers, Risk Management, Corporate Finance, Fundraising, Leadership, Community Service, Relationship Building
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1995
BBA, Accounting, Finance, Economics
The University of Texas at Austin - Red McCombs School of Business 1990 — 1995
MPA, Accounting
The University of Texas at Austin 1998 — 1999
None, Mathematics, Economics
Rice University 1999 — 2000
None, Economics Ph.D. Coursework
Rockport Investment Partners LLC May 2015 - Present
Capstone Advisory Group March 2014 - April 2015
Deloitte Financial Advisory Services LLP March 2006 - February 2014
Deloitte Financial Advisory Services LLP September 2003 - February 2006
Deloitte Financial Advisory Services LLP September 2000 - August 2003
KPMG LLP September 1995 - August 1998
Skills
Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions, Business Valuation, Financial Reporting, Auditing, SEC filings, Strategy, US GAAP, Private Equity, Accounting, Analysis, Internal Audit, GAAP, Portfolio Management, Training, Purchase Price..., Investments, Marketing Strategy, Mergers, Risk Management, Corporate Finance, Fundraising, Leadership, Community Service, Relationship Building
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1995
BBA, Accounting, Finance, Economics
The University of Texas at Austin - Red McCombs School of Business 1990 — 1995
MPA, Accounting
The University of Texas at Austin 1998 — 1999
None, Mathematics, Economics
Rice University 1999 — 2000
None, Economics Ph.D. Coursework
Jacqueline Blum Jacqueline Blum's Capstone Advisory Group Experience January 2014 - June 2015
Job Administrative Assistant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2014 - June 2015
Blue Rill Day Camp June 2011 - August 2013
Liberty Academy March 2013 - June 2013
Eastwick College December 2012 - March 2013
Grant Public School, Dumont School District September 2011 - March 2013
Capstone Advisory Group 2013 - 2013
Rubachem Systems September 2005 - August 2008
Skills
Administrative..., Office Management, Microsoft Office, Communication Skills, Office Administration, Organizational..., Clerical Skills, Microsoft Excel, Corporate Events, Cold Calling Experience
Education
Roger Williams University 2006 — 2010
Bachelor of Arts, Elementary Education and Psychology
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2014 - June 2015
Blue Rill Day Camp June 2011 - August 2013
Liberty Academy March 2013 - June 2013
Eastwick College December 2012 - March 2013
Grant Public School, Dumont School District September 2011 - March 2013
Capstone Advisory Group 2013 - 2013
Rubachem Systems September 2005 - August 2008
Skills
Administrative..., Office Management, Microsoft Office, Communication Skills, Office Administration, Organizational..., Clerical Skills, Microsoft Excel, Corporate Events, Cold Calling Experience
Education
Roger Williams University 2006 — 2010
Bachelor of Arts, Elementary Education and Psychology
Mark ONeal Mark ONeal's Capstone Advisory Group Experience January 2009 - March 2011
Job AVP at Citi
Industry Law Practice
Experience
Citi February 2015 - Present
Law Offices of Ann Pinciss Berman May 2013 - February 2015
New York Law School May 2013 - May 2014
New York Law School Moot Court Association April 2013 - April 2014
Superior Court of New Jersey January 2013 - May 2013
RPA Advisors April 2011 - August 2011
Capstone Advisory Group January 2009 - March 2011
L'Oreal August 2007 - August 2008
Camp Dudley YMCA 2004 - 2008
Education
New York Law School 2011 — 2014
Juris Doctor, Law
Villanova University 2003 — 2007
BS, Chemical Engineering, Philosophy
Citi February 2015 - Present
Law Offices of Ann Pinciss Berman May 2013 - February 2015
New York Law School May 2013 - May 2014
New York Law School Moot Court Association April 2013 - April 2014
Superior Court of New Jersey January 2013 - May 2013
RPA Advisors April 2011 - August 2011
Capstone Advisory Group January 2009 - March 2011
L'Oreal August 2007 - August 2008
Camp Dudley YMCA 2004 - 2008
Education
New York Law School 2011 — 2014
Juris Doctor, Law
Villanova University 2003 — 2007
BS, Chemical Engineering, Philosophy
Kimberly Crail Kimberly Crail's Capstone Advisory Group Experience March 2001 - July 2007
Job CPA/MBA Real Estate Agent in New York
Industry Real Estate
Experience
Keller Williams Realty Gold Coast October 2011 - Present
Cedar Cat Ventures, LLC 2008 - Present
Recyclebank 2007 - 2008
Capstone Advisory Group March 2001 - July 2007
FTI Consulting March 2001 - September 2004
Vault.com Inc January 1999 - January 2001
Edison Schools Inc January 1997 - January 1999
European Subscriber Division January 1996 - December 1996
PepsiCo Restaurants International January 1994 - January 1995
Pizza Hut International January 1993 - January 1994
Skills
Creative Financing, Short Sales, Credit, Foreclosures, REO, Sellers, First Time Home Buyers, Investment Properties, Relocation, Listings, Buyer Representation, New Home Sales, Realty, First Time Buyers, Single Family Homes, Residential, Real Estate, Home, Investors, SFR, Loans, Luxury, Banking, Distressed Property, Buying, Credit Risk, Mortgage, New Homes, Relocations, Credit Analysis, Cash Flow, Residential Homes, Mortgage Lending, Finance, Real Estate Transactions, Real Estate Economics, Mergers & Acquisitions, Negotiation, Small Business, Marketing, Property, Start-ups, Real Property, Brokerage
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA & MS, Finance & Accounting
Stern School of Business, New York University
M.B.A, Finance
New York State
C.P.A
Stern School of Business, New York University
M.S, Accounting
DePauw University 1981 — 1985
BA, Philosophy & Economics
DePauw University
B.A, Economics, Philosophy
New York State Association of Realtors
State of New York
Keller Williams Realty Gold Coast October 2011 - Present
Cedar Cat Ventures, LLC 2008 - Present
Recyclebank 2007 - 2008
Capstone Advisory Group March 2001 - July 2007
FTI Consulting March 2001 - September 2004
Vault.com Inc January 1999 - January 2001
Edison Schools Inc January 1997 - January 1999
European Subscriber Division January 1996 - December 1996
PepsiCo Restaurants International January 1994 - January 1995
Pizza Hut International January 1993 - January 1994
Skills
Creative Financing, Short Sales, Credit, Foreclosures, REO, Sellers, First Time Home Buyers, Investment Properties, Relocation, Listings, Buyer Representation, New Home Sales, Realty, First Time Buyers, Single Family Homes, Residential, Real Estate, Home, Investors, SFR, Loans, Luxury, Banking, Distressed Property, Buying, Credit Risk, Mortgage, New Homes, Relocations, Credit Analysis, Cash Flow, Residential Homes, Mortgage Lending, Finance, Real Estate Transactions, Real Estate Economics, Mergers & Acquisitions, Negotiation, Small Business, Marketing, Property, Start-ups, Real Property, Brokerage
Education
New York University - Leonard N. Stern School of Business 1985 — 1990
MBA & MS, Finance & Accounting
Stern School of Business, New York University
M.B.A, Finance
New York State
C.P.A
Stern School of Business, New York University
M.S, Accounting
DePauw University 1981 — 1985
BA, Philosophy & Economics
DePauw University
B.A, Economics, Philosophy
New York State Association of Realtors
State of New York
Oliver Foley's Capstone Advisory Group Experience January 2011 - August 2011
Job Manager, Business Development at Ogin, Inc.
Industry Renewables & Environment
Experience
Ogin, Inc. January 2015 - Present
Ogin, Inc. January 2014 - Present
Ogin, Inc. June 2013 - December 2013
LIM Advisors July 2012 - September 2012
Five Mile Capital May 2012 - July 2012
Capstone Advisory Group January 2011 - August 2011
Capstone Advisory Group December 2007 - December 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Davidson College 2002 — 2006
BA, History & Economics
Ogin, Inc. January 2015 - Present
Ogin, Inc. January 2014 - Present
Ogin, Inc. June 2013 - December 2013
LIM Advisors July 2012 - September 2012
Five Mile Capital May 2012 - July 2012
Capstone Advisory Group January 2011 - August 2011
Capstone Advisory Group December 2007 - December 2010
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Davidson College 2002 — 2006
BA, History & Economics
John Esposito's Capstone Advisory Group Experience February 2004 - May 2015
Job BRG Capstone
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2004 - May 2015
FTI Consulting 2000 - 2004
Policano & Manzo 1996 - 2000
Deloitte & Touche 1987 - 1995
Anchin Bloch & Anchin 1983 - 1987
Skills
Chapter 11, Due Diligence, Restructuring, Valuation, Forensic Accounting, Bankruptcy, Management, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Financial Structuring, Capital Markets, Divestitures, Financial Modeling, Credit Analysis, Litigation Support
Education
Hofstra University 1979 — 1983
BBA
Hofstra University 1979 — 1983
BBA, Accounting
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group February 2004 - May 2015
FTI Consulting 2000 - 2004
Policano & Manzo 1996 - 2000
Deloitte & Touche 1987 - 1995
Anchin Bloch & Anchin 1983 - 1987
Skills
Chapter 11, Due Diligence, Restructuring, Valuation, Forensic Accounting, Bankruptcy, Management, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Financial Structuring, Capital Markets, Divestitures, Financial Modeling, Credit Analysis, Litigation Support
Education
Hofstra University 1979 — 1983
BBA
Hofstra University 1979 — 1983
BBA, Accounting
Don Harer Don Harer's Capstone Advisory Group Experience January 2008 - August 2015
Job Managing Director at Conway MacKenzie
Industry Financial Services
Experience
Conway MacKenzie, Inc. August 2015 - Present
Capstone Advisory Group January 2008 - August 2015
Alvarez & Marsal 2004 - 2008
FTI Consulting 2001 - 2003
FTI Consulting 1999 - 2001
CNA Insurance 1998 - 1999
Coopers & Lybrand 1994 - 1998
US Army 1986 - 1990
Skills
Financial Structuring, Management, Consulting, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Portfolio Management, Acquisition Integration, Alternative Investments, Investments, Credit Analysis, Cash Flow Forecasting, Turn Around Management, Loans, Divestitures, Financial Reporting, Equities, Risk Management
Education
University of Chicago 2001 — 2004
MBA, Corporate Finance, Organizational Behavior
Northern Illinois University 1991 — 1994
BS, Accounting
Conway MacKenzie, Inc. August 2015 - Present
Capstone Advisory Group January 2008 - August 2015
Alvarez & Marsal 2004 - 2008
FTI Consulting 2001 - 2003
FTI Consulting 1999 - 2001
CNA Insurance 1998 - 1999
Coopers & Lybrand 1994 - 1998
US Army 1986 - 1990
Skills
Financial Structuring, Management, Consulting, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, LBO, Portfolio Management, Acquisition Integration, Alternative Investments, Investments, Credit Analysis, Cash Flow Forecasting, Turn Around Management, Loans, Divestitures, Financial Reporting, Equities, Risk Management
Education
University of Chicago 2001 — 2004
MBA, Corporate Finance, Organizational Behavior
Northern Illinois University 1991 — 1994
BS, Accounting
Alex Batson's Capstone Advisory Group Experience June 2013 - January 2015
Job Intern at Capstone Advisory Group
Industry Marketing and Advertising
Experience
Capstone Advisory Group June 2013 - January 2015
Skills
Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Social Networking, Teamwork, Time Management, Marketing Strategy, Music Festivals, Organizational..., Team Leadership, Leadership Development, Music Industry, Music
Education
Marist College 2011 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Class of 2015
Marist College 2011 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Capstone Advisory Group June 2013 - January 2015
Skills
Microsoft Office, Social Media, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Social Networking, Teamwork, Time Management, Marketing Strategy, Music Festivals, Organizational..., Team Leadership, Leadership Development, Music Industry, Music
Education
Marist College 2011 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Class of 2015
Marist College 2011 — 2015
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Alexander Wey's Capstone Advisory Group Experience June 2008 - August 2008
Job Investment Banking Senior Associate
Industry Investment Banking
Experience
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
MHT MidSpan July 2010 - Present
MHT MidSpan July 2010 - Present
Merrill Lynch May 2009 - August 2009
KeyPoint Capital February 2009 - May 2009
Capstone Advisory Group June 2008 - August 2008
Polcari & Company June 2007 - August 2007
Skills
Valuation, Financial Modeling, Capital IQ, Corporate Finance, Investment Banking, Financial Analysis, LBO, Private Equity, Due Diligence, Bloomberg, Investments, DCF, Business Valuation, Alternative Investments, Bloomberg Terminal, Analysis, Mergers, Financial Statement..., Banking, M&A experience, Mergers & Acquisitions
Education
The University of Texas at Austin 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Specialization in Alternative Asset Management, 3.8 / 4.0, cum laude
Ridgewood High School 2002 — 2006
HS, General Studies
Jessica Garvin's Capstone Advisory Group Experience November 2011 - February 2014
Job Project Administrator at Cornerstone Research
Industry Legal Services
Experience
Cornerstone Research February 2014 - Present
Capstone Advisory Group November 2011 - February 2014
Mathewson Right of Way Company April 2011 - November 2011
Smith Hanley Associates August 2010 - April 2011
Ferndale (Education Center) May 2008 - April 2010
Skills
Interviews, Microsoft Excel, Human Resources, Invoicing, Management, Project Management, Litigation, Event Planning, Microsoft Word, Executive Calendar...
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Informatics, Communication and Culture
Cornerstone Research February 2014 - Present
Capstone Advisory Group November 2011 - February 2014
Mathewson Right of Way Company April 2011 - November 2011
Smith Hanley Associates August 2010 - April 2011
Ferndale (Education Center) May 2008 - April 2010
Skills
Interviews, Microsoft Excel, Human Resources, Invoicing, Management, Project Management, Litigation, Event Planning, Microsoft Word, Executive Calendar...
Education
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Informatics, Communication and Culture
Jonathon Randall Jonathon Randall's Capstone Advisory Group Experience August 2009 - October 2014
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal November 2014 - Present
Capstone Advisory Group August 2009 - October 2014
Macquarie Group 2006 - 2009
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Corporate Finance, LBO, Leveraged Finance, Financial Analysis, Financial Structuring, Mergers, Alternative Investments, Debt Restructuring, Business Valuation, Special Situations, Restructuring, Credit Analysis, Distressed Debt, Distressed M&A, Business Planning, Turnaround Experience, Recapitalizations, Financial Advisory, Mergers & Acquisitions
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Kings College London
Alvarez & Marsal November 2014 - Present
Capstone Advisory Group August 2009 - October 2014
Macquarie Group 2006 - 2009
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Corporate Finance, LBO, Leveraged Finance, Financial Analysis, Financial Structuring, Mergers, Alternative Investments, Debt Restructuring, Business Valuation, Special Situations, Restructuring, Credit Analysis, Distressed Debt, Distressed M&A, Business Planning, Turnaround Experience, Recapitalizations, Financial Advisory, Mergers & Acquisitions
Education
Indiana University Bloomington 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Kings College London
Rick Conroy Rick Conroy's Capstone Advisory Group Experience April 2009 - December 2010
Job Managing Director at Epsilon Economics
Industry Financial Services
Experience
Epsilon Economics LLC June 2015 - Present
Navigant Economics November 2011 - June 2015
Navigant Consulting January 2011 - November 2011
Capstone Advisory Group April 2009 - December 2010
Ocean Tomo 2005 - April 2009
Charles River Associates 2003 - 2004
InteCap, Inc. (acquired by CRA) 1999 - 2004
Various Engineering Companies 1990 - 1999
Skills
Intellectual Property, Damages Quantification, Intellectual Property..., Licensing Negotiation, Financial Modeling, Start-ups, Restructuring, Valuation, Business Valuation, Due Diligence, Patent Litigation, Financial Analysis, Litigation Support, Risk Management, Patents, Corporate Finance, Expert Witness, Finance, Trademarks, Negotiation, Damages, Litigation, Licensing, Venture Capital, Commercial Litigation, Mergers & Acquisitions, Private Equity, Dispute Resolution, Competition Law, Portfolio Management, Economics, Bankruptcy, Litigation Consulting
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Management & Strategy
University of Illinois at Urbana-Champaign 1985 — 1990
B.S., Engineering
Epsilon Economics LLC June 2015 - Present
Navigant Economics November 2011 - June 2015
Navigant Consulting January 2011 - November 2011
Capstone Advisory Group April 2009 - December 2010
Ocean Tomo 2005 - April 2009
Charles River Associates 2003 - 2004
InteCap, Inc. (acquired by CRA) 1999 - 2004
Various Engineering Companies 1990 - 1999
Skills
Intellectual Property, Damages Quantification, Intellectual Property..., Licensing Negotiation, Financial Modeling, Start-ups, Restructuring, Valuation, Business Valuation, Due Diligence, Patent Litigation, Financial Analysis, Litigation Support, Risk Management, Patents, Corporate Finance, Expert Witness, Finance, Trademarks, Negotiation, Damages, Litigation, Licensing, Venture Capital, Commercial Litigation, Mergers & Acquisitions, Private Equity, Dispute Resolution, Competition Law, Portfolio Management, Economics, Bankruptcy, Litigation Consulting
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Management & Strategy
University of Illinois at Urbana-Champaign 1985 — 1990
B.S., Engineering
Monica Viola Monica Viola's Capstone Advisory Group Experience November 2010 - May 2015
Job Administrative Assistant
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group November 2010 - May 2015
Vision Creative Group April 2009 - November 2010
Cotapaxi 2007 - 2008
Skills
Social Media, Marketing, Advertising, Event Planning, Contact Management, Paralegals
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Journalism, Communications, Psychology
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group November 2010 - May 2015
Vision Creative Group April 2009 - November 2010
Cotapaxi 2007 - 2008
Skills
Social Media, Marketing, Advertising, Event Planning, Contact Management, Paralegals
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Journalism, Communications, Psychology
Benjiman Godbout Benjiman Godbout's Capstone Advisory Group Experience 2010 - 2011
Job Vice President at Carl Marks Advisors
Industry Investment Banking
Experience
Carl Marks Advisors 2015 - Present
Yenni Capital Inc. Private Equity Investments 2015 - 2015
Johnson Graduate School of Management at Cornell University 2013 - 2015
Deloitte Transactions and Business Analytics 2011 - 2015
Capstone Advisory Group 2010 - 2011
Rangate, Inc. 2007 - 2010
Laguna Tools 2004 - 2007
Skills
Private Equity, Restructuring, Valuation, Business Valuation, Litigation Support, Corporate Finance, Financial Modeling, Bankruptcy, Analysis, Due Diligence, Mergers & Acquisitions, Business Process..., Management, Internal Controls, Investments, Certified Fraud Examiner, Finance, Financial Analysis, Capital Markets, Intellectual Property, Leadership, Equities, Financial Services, Financial Planning, Investment Banking, Consulting, Strategy, Strategic Planning
Education
Cornell University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Western Ontario 2001 — 2005
Bachelor of Arts (BA), History
Carl Marks Advisors 2015 - Present
Yenni Capital Inc. Private Equity Investments 2015 - 2015
Johnson Graduate School of Management at Cornell University 2013 - 2015
Deloitte Transactions and Business Analytics 2011 - 2015
Capstone Advisory Group 2010 - 2011
Rangate, Inc. 2007 - 2010
Laguna Tools 2004 - 2007
Skills
Private Equity, Restructuring, Valuation, Business Valuation, Litigation Support, Corporate Finance, Financial Modeling, Bankruptcy, Analysis, Due Diligence, Mergers & Acquisitions, Business Process..., Management, Internal Controls, Investments, Certified Fraud Examiner, Finance, Financial Analysis, Capital Markets, Intellectual Property, Leadership, Equities, Financial Services, Financial Planning, Investment Banking, Consulting, Strategy, Strategic Planning
Education
Cornell University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Western Ontario 2001 — 2005
Bachelor of Arts (BA), History
Ramsey Ramautar's Capstone Advisory Group Experience March 2012 - May 2015
Job Systems Engineer at Berkeley Research Group LLC
Industry Information Technology and Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group March 2012 - May 2015
RKA IT Solutions August 2011 - January 2015
Langan Engineering and Environmental Services June 2010 - March 2012
Crestron Electronics September 2006 - June 2010
Barnes & Noble.com 2000 - 2006
Skills
Blackberry Enterprise..., Hyper-V, Troubleshooting, Operating Systems, Windows 7, Exchange 2010/2007/2003, VMware, Citrix, Dell Computers, Avaya Communication..., Avaya Intuity Audix, Integration, Cloud Computing, Cisco Technologies, Currently studying SQL..., Networking, Windows Server, Exchange Migration to..., Disaster Recovery, Software Installation, Servers, Laptops, Group Policy, SCCM, System Deployment, vSphere, Network Administration, Help Desk Support, Windows, Microsoft SQL Server, Microsoft Exchange
Education
VMware IT Academy 2015 — 2015
VMware Certified Professional 5 - Data Center Virtualization, VCP5-DCV, COMPLETED 3/9/2015
Berkeley College 2003 — 2007
Bachelor of Science (BS), Marketing
Felician College 2001 — 2003
Computer Science
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group March 2012 - May 2015
RKA IT Solutions August 2011 - January 2015
Langan Engineering and Environmental Services June 2010 - March 2012
Crestron Electronics September 2006 - June 2010
Barnes & Noble.com 2000 - 2006
Skills
Blackberry Enterprise..., Hyper-V, Troubleshooting, Operating Systems, Windows 7, Exchange 2010/2007/2003, VMware, Citrix, Dell Computers, Avaya Communication..., Avaya Intuity Audix, Integration, Cloud Computing, Cisco Technologies, Currently studying SQL..., Networking, Windows Server, Exchange Migration to..., Disaster Recovery, Software Installation, Servers, Laptops, Group Policy, SCCM, System Deployment, vSphere, Network Administration, Help Desk Support, Windows, Microsoft SQL Server, Microsoft Exchange
Education
VMware IT Academy 2015 — 2015
VMware Certified Professional 5 - Data Center Virtualization, VCP5-DCV, COMPLETED 3/9/2015
Berkeley College 2003 — 2007
Bachelor of Science (BS), Marketing
Felician College 2001 — 2003
Computer Science
James Gabb James Gabb's Capstone Advisory Group Experience November 2007 - May 2015
Job
Industry Management Consulting
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group November 2007 - May 2015
Deloitte June 2003 - November 2007
Open Prairie Ventures 2002 - 2003
Education
Northwestern University - Kellogg School of Management 2015 — 2018
University of Illinois at Urbana-Champaign 2002 — 2003
Masters of Science, Accounting
University of Illinois at Urbana-Champaign 1999 — 2002
Bachelors of Science, Accountancy
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group November 2007 - May 2015
Deloitte June 2003 - November 2007
Open Prairie Ventures 2002 - 2003
Education
Northwestern University - Kellogg School of Management 2015 — 2018
University of Illinois at Urbana-Champaign 2002 — 2003
Masters of Science, Accounting
University of Illinois at Urbana-Champaign 1999 — 2002
Bachelors of Science, Accountancy
Jonathan Emerson's Capstone Advisory Group Experience January 2015 - June 2015
Job Managing Consultant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2015 - June 2015
Capstone Advisory Group June 2013 - December 2014
RBC May 2012 - June 2013
Cambridge Associates April 2010 - April 2012
Cambridge Associates August 2008 - March 2010
Education
Babson College 2004 — 2008
B.S., Finance, Economics
MH
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2015 - June 2015
Capstone Advisory Group June 2013 - December 2014
RBC May 2012 - June 2013
Cambridge Associates April 2010 - April 2012
Cambridge Associates August 2008 - March 2010
Education
Babson College 2004 — 2008
B.S., Finance, Economics
MH
Chau Hoang, CFA, ASA's Capstone Advisory Group Experience January 2012 - May 2015
Job Associate Director at Berkeley Research Group LLC BRG Capstone
Industry Financial Services
Experience
Berkeley Research Group LLC - BRG Capstone June 2015 - Present
Orphans' Futures Alliance April 2012 - Present
Capstone Advisory Group January 2012 - May 2015
Capstone Advisory Group, LLC November 2008 - December 2011
Huron Consulting Group January 2008 - October 2008
Huron Consulting Group July 2006 - December 2007
Accenture April 2005 - September 2005
Skills
Business Valuation, Restructuring, Financial Analysis, Non-profits, Due Diligence, Event Planning, Financial Modeling, Non-profit..., Strategy, Finance, Mergers & Acquisitions, Valuation, Portfolio Management, Nonprofits, Strategic Planning, Business Planning
Education
Northeastern University 2001 — 2006
BSIB, Finance, International Business/French- Summa Cum Laude
NEOMA Business School 2004 — 2005
International Finance/French
Berkeley Research Group LLC - BRG Capstone June 2015 - Present
Orphans' Futures Alliance April 2012 - Present
Capstone Advisory Group January 2012 - May 2015
Capstone Advisory Group, LLC November 2008 - December 2011
Huron Consulting Group January 2008 - October 2008
Huron Consulting Group July 2006 - December 2007
Accenture April 2005 - September 2005
Skills
Business Valuation, Restructuring, Financial Analysis, Non-profits, Due Diligence, Event Planning, Financial Modeling, Non-profit..., Strategy, Finance, Mergers & Acquisitions, Valuation, Portfolio Management, Nonprofits, Strategic Planning, Business Planning
Education
Northeastern University 2001 — 2006
BSIB, Finance, International Business/French- Summa Cum Laude
NEOMA Business School 2004 — 2005
International Finance/French
Michael Zarriello's Capstone Advisory Group Experience March 2007 - September 2011
Job Director at Alvarez & Marsal Healthcare Industry Group
Industry Financial Services
Experience
Alvarez & Marsal Healthcare Industry Group September 2014 - Present
Cain Brothers & Company LLP October 2011 - September 2014
Capstone Advisory Group March 2007 - September 2011
Rural/Metro Corporation June 2003 - January 2007
Jesup & Lamont Secirities February 2000 - June 2003
Bear Stearns & Company March 1988 - December 1999
Skills
Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Capital Markets, Venture Capital
Education
State University of New York at Albany 1967 — 1971
Finance/Accpounting
New York University
MBA- Finance
Alvarez & Marsal Healthcare Industry Group September 2014 - Present
Cain Brothers & Company LLP October 2011 - September 2014
Capstone Advisory Group March 2007 - September 2011
Rural/Metro Corporation June 2003 - January 2007
Jesup & Lamont Secirities February 2000 - June 2003
Bear Stearns & Company March 1988 - December 1999
Skills
Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Capital Markets, Venture Capital
Education
State University of New York at Albany 1967 — 1971
Finance/Accpounting
New York University
MBA- Finance
Mark Simunek's Capstone Advisory Group Experience May 2008 - August 2009
Job Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas March 2015 - Present
BNP Paribas March 2013 - Present
BNP Paribas February 2011 - March 2013
Capstone Advisory Group May 2008 - August 2009
Education
Lehigh University - College of Business and Economics 2007 — 2010
Bachelor's degree, Finance, General
Sacred Heart University 2006 — 2007
BNP Paribas March 2015 - Present
BNP Paribas March 2013 - Present
BNP Paribas February 2011 - March 2013
Capstone Advisory Group May 2008 - August 2009
Education
Lehigh University - College of Business and Economics 2007 — 2010
Bachelor's degree, Finance, General
Sacred Heart University 2006 — 2007
Themi Rush's Capstone Advisory Group Experience September 2007 - May 2015
Job Senior Managing Consultant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group September 2007 - May 2015
LECG September 2006 - September 2007
Deloitte September 2004 - August 2006
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Fraud, Certified Fraud Examiner, Dispute Resolution, Analysis, Accounting, GAAP, Mergers & Acquisitions, Due Diligence
Education
DePaul University 2000 — 2004
Bachelor of Science degree in Accountancy, Accounting
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group September 2007 - May 2015
LECG September 2006 - September 2007
Deloitte September 2004 - August 2006
Skills
Forensic Accounting, Expert Witness, Litigation Consulting, Fraud, Certified Fraud Examiner, Dispute Resolution, Analysis, Accounting, GAAP, Mergers & Acquisitions, Due Diligence
Education
DePaul University 2000 — 2004
Bachelor of Science degree in Accountancy, Accounting
Doug Jenks's Capstone Advisory Group Experience 2008 - 2009
Job Senior Examiner at FINRA; Passed all CFA exams, charter pending work experience
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2014 - June 2015
Hudson Valley Federal Credit Union 2010 - 2012
Capstone Advisory Group 2008 - 2009
Education
Passed all CFA exams, charter pending work experience
Northeastern University 2012 — 2014
Bachelor of Science (BS), Finance and Accounting
State University of New York at Albany 2005 — 2008
Financial Industry Regulatory Authority (FINRA) July 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2014 - June 2015
Hudson Valley Federal Credit Union 2010 - 2012
Capstone Advisory Group 2008 - 2009
Education
Passed all CFA exams, charter pending work experience
Northeastern University 2012 — 2014
Bachelor of Science (BS), Finance and Accounting
State University of New York at Albany 2005 — 2008
Rob Margeton's Capstone Advisory Group Experience December 2006 - October 2013
Job Owner at Fleet Clean Atlanta
Industry Transportation/Trucking/Railroad
Experience
Fleet Clean Atlanta December 2013 - Present
Capstone Advisory Group December 2006 - October 2013
Hold Brothers September 2005 - October 2006
Huron Consulting Group July 2004 - September 2005
Skills
Debt Restructuring, Special Situations, Distressed Debt, Due Diligence, Financial Services, Cash Flow Forecasting, Automotive, Homebuilding, Valuation, Mergers, Loans, Cash Management, Forecasting, Manufacturing, Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Business Valuation, Mergers & Acquisitions, Portfolio Management, Leveraged Finance, Business Planning, Financial Structuring, Capital Markets
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance, Accounting
Lehigh University - College of Business and Economics 2000 — 2004
Fleet Clean Atlanta December 2013 - Present
Capstone Advisory Group December 2006 - October 2013
Hold Brothers September 2005 - October 2006
Huron Consulting Group July 2004 - September 2005
Skills
Debt Restructuring, Special Situations, Distressed Debt, Due Diligence, Financial Services, Cash Flow Forecasting, Automotive, Homebuilding, Valuation, Mergers, Loans, Cash Management, Forecasting, Manufacturing, Financial Modeling, Corporate Finance, Restructuring, Investment Banking, Business Valuation, Mergers & Acquisitions, Portfolio Management, Leveraged Finance, Business Planning, Financial Structuring, Capital Markets
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Finance, Accounting
Lehigh University - College of Business and Economics 2000 — 2004
Mike Hostettler's Capstone Advisory Group Experience October 2009 - March 2011
Job Director, Capital Projects Consulting at Deloitte Financial Advisory Services
Industry Construction
Experience
Deloitte Transactions and Business Analytics, LLP January 2014 - Present
Board Member Western Center On Law and Poverty non profit 2005 - 2013
Berkeley Research Group, LLC March 2011 - August 2011
Capstone Advisory Group October 2009 - March 2011
LECG 2005 - 2009
Deloitte Financial Advisory Services 2003 - 2005
The Rodarti Group 2000 - 2003
Milestone Contractors,LLP 1997 - 2000
State of Indiana Department of Transportation 1994 - 1997
State of Indiana Attorney General 1992 - 1994
Skills
Operations Management, Business Restructures, Operational Risk..., Construction Law, Financial Modeling, Forensic Analysis, Corporate Law, Expert Witness, Corporate Fraud..., Construction Dispute..., Construction Management, Internal Investigations, Risk Assessment, Transportation Law, Energy, Analysis, Project Planning, Process Improvement, Construction, Strategy, Litigation, Program Management, Procurement, Project Management, Fraud, Leadership, Due Diligence, Finance, Litigation Support, Forensic Accounting, Arbitration, Corporate Governance, Management, Dispute Resolution, Mediation, Civil Litigation
Education
Case Western Reserve University School of Law 1988 — 1991
J.D., Law
Purdue University 1977 — 1980
B.S., Construction
Paoli
Deloitte Transactions and Business Analytics, LLP January 2014 - Present
Board Member Western Center On Law and Poverty non profit 2005 - 2013
Berkeley Research Group, LLC March 2011 - August 2011
Capstone Advisory Group October 2009 - March 2011
LECG 2005 - 2009
Deloitte Financial Advisory Services 2003 - 2005
The Rodarti Group 2000 - 2003
Milestone Contractors,LLP 1997 - 2000
State of Indiana Department of Transportation 1994 - 1997
State of Indiana Attorney General 1992 - 1994
Skills
Operations Management, Business Restructures, Operational Risk..., Construction Law, Financial Modeling, Forensic Analysis, Corporate Law, Expert Witness, Corporate Fraud..., Construction Dispute..., Construction Management, Internal Investigations, Risk Assessment, Transportation Law, Energy, Analysis, Project Planning, Process Improvement, Construction, Strategy, Litigation, Program Management, Procurement, Project Management, Fraud, Leadership, Due Diligence, Finance, Litigation Support, Forensic Accounting, Arbitration, Corporate Governance, Management, Dispute Resolution, Mediation, Civil Litigation
Education
Case Western Reserve University School of Law 1988 — 1991
J.D., Law
Purdue University 1977 — 1980
B.S., Construction
Paoli
Valerie DePiro's Capstone Advisory Group Experience 2004 - 2011
Job Independent Financial Consultant
Industry Financial Services
Experience
Capstone Advisory Group 2004 - 2011
FTI Consulting, Inc. 2000 - 2004
Geotek Communications 1995 - 1999
Coopers & Lybrand September 1989 - February 1995
Skills
Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Auditing, Private Equity, Mergers, Restructuring, Corporate Finance, Accounting, Budgets, Equities, Financial Modeling, Finance
Education
Tulane University 1987 — 1989
MBA, General Business
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA
Washington University in St. Louis 1983 — 1987
Bachelor of Arts (B.A.), Mathematics
Capstone Advisory Group 2004 - 2011
FTI Consulting, Inc. 2000 - 2004
Geotek Communications 1995 - 1999
Coopers & Lybrand September 1989 - February 1995
Skills
Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Auditing, Private Equity, Mergers, Restructuring, Corporate Finance, Accounting, Budgets, Equities, Financial Modeling, Finance
Education
Tulane University 1987 — 1989
MBA, General Business
Tulane University - A.B. Freeman School of Business 1987 — 1989
MBA
Washington University in St. Louis 1983 — 1987
Bachelor of Arts (B.A.), Mathematics
Stillian Ghaidarov, CFA's Capstone Advisory Group Experience August 2010 - November 2014
Job Transaction Opinions | Portfolio Valuation & Advisory
Industry Investment Banking
Experience
Houlihan Lokey December 2014 - Present
Capstone Advisory Group August 2010 - November 2014
Grant Thornton LLP March 2006 - August 2010
Education
University of Southern California
M.A., Applied Mathematics
Kenyon College
B.A., Mathematics and Physics
King's College London, U. of London
Department of Physical Sciences and Engineering
Houlihan Lokey December 2014 - Present
Capstone Advisory Group August 2010 - November 2014
Grant Thornton LLP March 2006 - August 2010
Education
University of Southern California
M.A., Applied Mathematics
Kenyon College
B.A., Mathematics and Physics
King's College London, U. of London
Department of Physical Sciences and Engineering
Liza Russo's Capstone Advisory Group Experience June 2006 - March 2013
Job Accounting
Industry Financial Services
Experience
Capstone Advisory Group June 2006 - March 2013
Connell Foley LLP 2004 - 2006
Education
East Carolina University 1999 — 2001
Bachlor, Communications
County College of Morris 1998 — 1999
Associate, Business
DeSales University 1997 — 1998
Capstone Advisory Group June 2006 - March 2013
Connell Foley LLP 2004 - 2006
Education
East Carolina University 1999 — 2001
Bachlor, Communications
County College of Morris 1998 — 1999
Associate, Business
DeSales University 1997 — 1998
Olga Freidzon, CFA's Capstone Advisory Group Experience 2009 - May 2015
Job Director at Berkeley Research Group LLC
Industry Investment Banking
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2009 - May 2015
Cambridge International Partners Inc. 2007 - 2008
Freeman & Co. LLC 2003 - 2007
Putnam Lovell 2001 - 2002
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Capital Markets, Hedge Funds, Financial Modeling, Restructuring, Asset Management, Financial Analysis, Investments, Due Diligence, Alternative Investments, Mergers & Acquisitions, Business Valuation, Debt Restructuring, Finance, Financial Services, Asset Managment, Mergers, Portfolio Management, Equity Research, Fixed Income, Series 7, M&A experience, Credit Analysis, Private Placements, High Yield, Corporate Development, Securities, Investor Relations, Leveraged Finance, Venture Capital, DCF, Equity Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1998
BS, Business Administration
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2009 - May 2015
Cambridge International Partners Inc. 2007 - 2008
Freeman & Co. LLC 2003 - 2007
Putnam Lovell 2001 - 2002
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Capital Markets, Hedge Funds, Financial Modeling, Restructuring, Asset Management, Financial Analysis, Investments, Due Diligence, Alternative Investments, Mergers & Acquisitions, Business Valuation, Debt Restructuring, Finance, Financial Services, Asset Managment, Mergers, Portfolio Management, Equity Research, Fixed Income, Series 7, M&A experience, Credit Analysis, Private Placements, High Yield, Corporate Development, Securities, Investor Relations, Leveraged Finance, Venture Capital, DCF, Equity Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1998
BS, Business Administration
Nancy (Backer) Scouler's Capstone Advisory Group Experience 2004 - 2011
Job Executive Assistant at Scouler & Company
Industry Financial Services
Experience
Scouler & Company April 2013 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting, FTI Policano & Manzo June 2000 - February 2004
Timothy Gearity, CPA June 1999 - June 2000
Boris Schor, CPA March 1996 - March 1999
New York Society of Architects/Architects Council of NYC July 1989 - December 1995
New York Historical Society May 1987 - January 1989
Skills
Budgets, Administrative..., Advertising, Accounts Payable, Fundraising, Microsoft Office, Project Management, Public Speaking, Office Management, Editing, Spreadsheets, Event Planning, Time Management, Outlook, Marketing Event Planning, Management, Due Diligence
Education
City University of New York-Herbert H. Lehman College
B.A, Psychology
City University of New York-Herbert H. Lehman College 1983 — 1987
BA Psych, minor in Art History
Fiorello LaGuardia High School of Music and Art 1980 — 1982
art
Scouler & Company April 2013 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting, FTI Policano & Manzo June 2000 - February 2004
Timothy Gearity, CPA June 1999 - June 2000
Boris Schor, CPA March 1996 - March 1999
New York Society of Architects/Architects Council of NYC July 1989 - December 1995
New York Historical Society May 1987 - January 1989
Skills
Budgets, Administrative..., Advertising, Accounts Payable, Fundraising, Microsoft Office, Project Management, Public Speaking, Office Management, Editing, Spreadsheets, Event Planning, Time Management, Outlook, Marketing Event Planning, Management, Due Diligence
Education
City University of New York-Herbert H. Lehman College
B.A, Psychology
City University of New York-Herbert H. Lehman College 1983 — 1987
BA Psych, minor in Art History
Fiorello LaGuardia High School of Music and Art 1980 — 1982
art
daniel brandt's Capstone Advisory Group Experience February 2004 - May 2014
Job CFO and EVP of Risk Management at The Community Preservation Corporation
Industry Financial Services
Experience
The Community Preservation Corporation June 2014 - Present
Capstone Advisory Group February 2004 - May 2014
Skills
Chapter 11, Restructuring, Financial Services, Business Planning, Private Equity, Business Valuation, Debt Restructuring, Mergers, Credit, Risk Management, Mergers & Acquisitions, Corporate Finance, Budgets, Due Diligence, Capital Markets, Start-ups, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bankruptcy, Strategic Planning, Finance, Business Development, Forensic Accounting, Loans, Business Strategy, Investments
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Accounting
The Community Preservation Corporation June 2014 - Present
Capstone Advisory Group February 2004 - May 2014
Skills
Chapter 11, Restructuring, Financial Services, Business Planning, Private Equity, Business Valuation, Debt Restructuring, Mergers, Credit, Risk Management, Mergers & Acquisitions, Corporate Finance, Budgets, Due Diligence, Capital Markets, Start-ups, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Bankruptcy, Strategic Planning, Finance, Business Development, Forensic Accounting, Loans, Business Strategy, Investments
Education
Penn State University 1987 — 1991
Bachelor of Science (BS), Accounting
Jun Song's Capstone Advisory Group Experience August 2007 - Present
Job Managing Director at Capstone
Industry Financial Services
Experience
Capstone Advisory Group August 2007 - Present
Mesirow Financal 2005 - 2007
JPMorgan 2004 - 2004
Korea Exchange Bank October 1994 - December 1998
Skills
Restructuring, M&A, Leveraged Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Colgate University 1990 — 1994
Dual BA, Economics and Political Science
Gilman School 1986 — 1990
Pine Grove 1980 — 1986
Capstone Advisory Group August 2007 - Present
Mesirow Financal 2005 - 2007
JPMorgan 2004 - 2004
Korea Exchange Bank October 1994 - December 1998
Skills
Restructuring, M&A, Leveraged Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Colgate University 1990 — 1994
Dual BA, Economics and Political Science
Gilman School 1986 — 1990
Pine Grove 1980 — 1986
Adam Chonich's Capstone Advisory Group Experience January 2014 - Present
Job Managing Director at Capstone Advisory Group
Industry Management Consulting
Experience
Capstone Advisory Group January 2014 - Present
Capstone Advisory Group April 2008 - January 2014
KPMG October 2006 - April 2008
Plante & Moran August 2004 - October 2006
Skills
Financial Modeling, Business Valuation, Mergers, Private Equity, Internal Controls, Auditing, US GAAP, Capital Markets, Loans, Leveraged Finance, SEC filings, Turn Around Management, Debt Restructuring, Cash Flow Forecasting, Financial Structuring, Cash Flow, Cash Management, Management Consulting, Business Strategy, Financial Advisory, Business Planning, Divestitures, Big 4, High Yield, Portfolio Management, Special Situations, Mergers & Acquisitions, Bankruptcy, Restructuring, Finance, Management, Financial Analysis
Education
Michigan State University 2003 — 2004
MS, Professional Accounting
Michigan State University 1999 — 2003
BA, Accounting, Finance
Capstone Advisory Group January 2014 - Present
Capstone Advisory Group April 2008 - January 2014
KPMG October 2006 - April 2008
Plante & Moran August 2004 - October 2006
Skills
Financial Modeling, Business Valuation, Mergers, Private Equity, Internal Controls, Auditing, US GAAP, Capital Markets, Loans, Leveraged Finance, SEC filings, Turn Around Management, Debt Restructuring, Cash Flow Forecasting, Financial Structuring, Cash Flow, Cash Management, Management Consulting, Business Strategy, Financial Advisory, Business Planning, Divestitures, Big 4, High Yield, Portfolio Management, Special Situations, Mergers & Acquisitions, Bankruptcy, Restructuring, Finance, Management, Financial Analysis
Education
Michigan State University 2003 — 2004
MS, Professional Accounting
Michigan State University 1999 — 2003
BA, Accounting, Finance
John Salomon's Capstone Advisory Group Experience August 2007 - May 2015
Job Managing Director Berkeley Research Group
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group August 2007 - May 2015
LECG June 2004 - August 2007
FTI Consulting 2000 - 2004
Deloitte & Touche 1998 - 2000
Lumsden & McCormick, LLP 1993 - 1998
John I Salomon CPA and successors May 1975 - December 1992
Sunshine & Wittlin, CPA's July 1973 - May 1975
Arthur Andersen & Co June 1972 - June 1973
Skills
Forensic Accounting, Fraud, Litigation Support, Business Valuation, Valuation, Mergers, Due Diligence, Expert Witness, Litigation, Forensic Analysis, Intellectual Property, Dispute Resolution, Bankruptcy, Computer Forensics, Finance, Alternative Dispute..., Strategy, Certified Fraud Examiner, Restructuring, FCPA, Corporate Finance, Private Equity, LBO, Divestitures, Mergers & Acquisitions
Education
University at Buffalo 1968 — 1972
BS, Business
Bennett High School
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group August 2007 - May 2015
LECG June 2004 - August 2007
FTI Consulting 2000 - 2004
Deloitte & Touche 1998 - 2000
Lumsden & McCormick, LLP 1993 - 1998
John I Salomon CPA and successors May 1975 - December 1992
Sunshine & Wittlin, CPA's July 1973 - May 1975
Arthur Andersen & Co June 1972 - June 1973
Skills
Forensic Accounting, Fraud, Litigation Support, Business Valuation, Valuation, Mergers, Due Diligence, Expert Witness, Litigation, Forensic Analysis, Intellectual Property, Dispute Resolution, Bankruptcy, Computer Forensics, Finance, Alternative Dispute..., Strategy, Certified Fraud Examiner, Restructuring, FCPA, Corporate Finance, Private Equity, LBO, Divestitures, Mergers & Acquisitions
Education
University at Buffalo 1968 — 1972
BS, Business
Bennett High School
Amy Drobish's Capstone Advisory Group Experience January 2011 - Present
Job Director at Capstone Advisory Group
Industry Financial Services
Experience
Capstone Advisory Group January 2011 - Present
Capstone Advisory Group August 2008 - December 2010
Fitch Ratings July 2006 - August 2008
Skills
CDO, Structured Finance, Capital Markets, Due Diligence, Fixed Income, Credit Analysis
Education
Archmere Academy; High School
Boston College
Bachelors, Finance
Capstone Advisory Group January 2011 - Present
Capstone Advisory Group August 2008 - December 2010
Fitch Ratings July 2006 - August 2008
Skills
CDO, Structured Finance, Capital Markets, Due Diligence, Fixed Income, Credit Analysis
Education
Archmere Academy; High School
Boston College
Bachelors, Finance
Jason Schad's Capstone Advisory Group Experience January 2012 - 2014
Job Valuation Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Capstone Advisory Group January 2012 - 2014
Capstone Advisory Group April 2009 - January 2012
Ocean Tomo March 2007 - April 2009
Derenzo and Associates August 2000 - August 2003
Skills
Due Diligence, Business Valuation, Valuation, Intellectual Property..., Intellectual Property, Financial Modeling, Patents, Financial Analysis, Portfolio Management, Patent Litigation, Licensing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Michigan 1996 — 2000
Bachelor of Science and Engineering, Chemical Engineering
Duff & Phelps July 2014 - Present
Capstone Advisory Group January 2012 - 2014
Capstone Advisory Group April 2009 - January 2012
Ocean Tomo March 2007 - April 2009
Derenzo and Associates August 2000 - August 2003
Skills
Due Diligence, Business Valuation, Valuation, Intellectual Property..., Intellectual Property, Financial Modeling, Patents, Financial Analysis, Portfolio Management, Patent Litigation, Licensing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Michigan 1996 — 2000
Bachelor of Science and Engineering, Chemical Engineering
Scott Sutliff's Capstone Advisory Group Experience January 2009 - February 2011
Job Credit Risk Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Deutsche Bank August 2014 - Present
Morgan Stanley October 2012 - July 2014
RPA Advisors, LLC March 2011 - September 2012
Capstone Advisory Group January 2009 - February 2011
Citi Alternative Investments March 2006 - June 2008
Citigroup Global Markets Inc July 2004 - March 2006
Citigroup July 2002 - July 2004
Citigroup May 1998 - July 2002
Citigroup July 1996 - May 1998
Citigroup February 1992 - June 1996
Skills
Leveraged Finance, Corporate Finance, Project Finance, Restructuring, Distressed Debt, Secured Lending, Portfolio Management, Credit Risk, Credit Analysis, Risk Management, M&A, Financial Analysis, Cash Flow Forecasting, Securitization, High Yield, Valuation, Financial Advisory, Loan Structuring, Workout, Relationship Management, Special Situations, Syndications, Business Analysis, Alternative Investments
Education
Columbia University - Columbia Business School 1989 — 1992
MBA, Finance, Accounting, International Business
Columbia University - School of International and Public Affairs 1989 — 1992
MIA, Masters in International Affairs
Georgetown University 1982 — 1986
BA, History
Joseph Woodmansee, CFA, CPA's Capstone Advisory Group Experience January 2011 - June 2015
Job Associate Director at Berkeley Research Group
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2011 - June 2015
Capstone Advisory Group May 2009 - December 2010
KPMG October 2007 - March 2009
KPMG July 2006 - September 2007
KPMG September 2004 - June 2006
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group January 2011 - June 2015
Capstone Advisory Group May 2009 - December 2010
KPMG October 2007 - March 2009
KPMG July 2006 - September 2007
KPMG September 2004 - June 2006
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Joseph A. Vizzini's Capstone Advisory Group Experience February 2004 - May 2015
Job Director at BRG Capstone
Industry Financial Services
Experience
BRG Capstone June 2015 - Present
Capstone Advisory Group February 2004 - May 2015
FTI Consulting 2000 - 2004
Policano & Manzo 1998 - 2000
Stanley Marks & Co. November 1995 - October 1998
Skills
Debt Restructuring, Restructuring, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Business Valuation, Capital Markets, Forensic Accounting, Valuation, Private Equity, Bankruptcy, Investments, Cash Flow, Accounting
Education
Penn State University 1988 — 1992
Accounting
BRG Capstone June 2015 - Present
Capstone Advisory Group February 2004 - May 2015
FTI Consulting 2000 - 2004
Policano & Manzo 1998 - 2000
Stanley Marks & Co. November 1995 - October 1998
Skills
Debt Restructuring, Restructuring, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Business Valuation, Capital Markets, Forensic Accounting, Valuation, Private Equity, Bankruptcy, Investments, Cash Flow, Accounting
Education
Penn State University 1988 — 1992
Accounting
Erik Eucker's Capstone Advisory Group Experience March 2008 - January 2010
Job GIS Analyst at SYNCADD Systems Inc.
Industry Information Services
Experience
SYNCADD Systems Inc. June 2015 - Present
Marstel-Day, LLC October 2014 - June 2015
Timmons Group April 2014 - July 2014
National Parks Conservation Association March 2012 - April 2013
National Parks Conservation Association June 2011 - July 2011
Capstone Advisory Group March 2008 - January 2010
The Nature Conservancy 2007 - 2008
Washington Gas March 2006 - April 2007
HMSHost April 2004 - March 2006
Hughes Network Systems 2003 - 2004
Skills
Accounting, Geology, GIS, Internal Controls, Geography, Forecasting, Spatial Analysis, Analysis, ArcGIS, Financial Analysis, Financial Reporting, Cartography, Data Analysis, Research, Internal Audit
Education
George Mason University
Master of Science
William & Mary 1991 — 1995
BBA, Accounting
Virginia Board of Accountancy
SYNCADD Systems Inc. June 2015 - Present
Marstel-Day, LLC October 2014 - June 2015
Timmons Group April 2014 - July 2014
National Parks Conservation Association March 2012 - April 2013
National Parks Conservation Association June 2011 - July 2011
Capstone Advisory Group March 2008 - January 2010
The Nature Conservancy 2007 - 2008
Washington Gas March 2006 - April 2007
HMSHost April 2004 - March 2006
Hughes Network Systems 2003 - 2004
Skills
Accounting, Geology, GIS, Internal Controls, Geography, Forecasting, Spatial Analysis, Analysis, ArcGIS, Financial Analysis, Financial Reporting, Cartography, Data Analysis, Research, Internal Audit
Education
George Mason University
Master of Science
William & Mary 1991 — 1995
BBA, Accounting
Virginia Board of Accountancy
Frederick Nuttall's Capstone Advisory Group Experience February 2004 - February 2011
Job Director at RPA Advisors, LLC
Industry Financial Services
Experience
RPA Advisors, LLC March 2011 - Present
Capstone Advisory Group February 2004 - February 2011
FTI Consulting February 2001 - February 2004
Policano & Manzo, LLC November 1998 - February 2001
PriceWaterhousecoopers January 1995 - November 1998
Buff-Away, Inc January 1991 - June 1995
United States Navy May 1982 - December 1989
Skills
Restructuring, Due Diligence, Strategic Planning, Cash Flow Forecasting, Mergers
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1995
MBA, Accounting
College of the Holy Cross 1978 — 1982
BA, Economics
RPA Advisors, LLC March 2011 - Present
Capstone Advisory Group February 2004 - February 2011
FTI Consulting February 2001 - February 2004
Policano & Manzo, LLC November 1998 - February 2001
PriceWaterhousecoopers January 1995 - November 1998
Buff-Away, Inc January 1991 - June 1995
United States Navy May 1982 - December 1989
Skills
Restructuring, Due Diligence, Strategic Planning, Cash Flow Forecasting, Mergers
Education
Rutgers, The State University of New Jersey-Newark 1994 — 1995
MBA, Accounting
College of the Holy Cross 1978 — 1982
BA, Economics
Nicole Belanger's Capstone Advisory Group Experience May 2012 - Present
Job Associate Director at Capstone Advisory Group
Industry Management Consulting
Experience
Capstone Advisory Group May 2012 - Present
South Street Youth Center, Friends of South Street May 2012 - Present
Jewish Family & Children's Service September 2010 - Present
Southern Jamaica Plain Health Center, South Street Youth Center September 2011 - May 2012
Boston University September 2010 - May 2012
AFC Mentoring December 2010 - June 2011
Fundacion Crecer May 2010 - August 2010
The Brattle Group July 2008 - May 2010
Gender Action 2007 - 2007
Joint Program in Survey Methodology Junior Fellow June 2006 - September 2006
Education
Boston University School of Public Health 2011 — 2014
Master of Public Health (MPH)
Boston University School of Social Work 2010 — 2012
Master of Social Work (MSW), Macro Social Work
Swarthmore College 2004 — 2008
Capstone Advisory Group May 2012 - Present
South Street Youth Center, Friends of South Street May 2012 - Present
Jewish Family & Children's Service September 2010 - Present
Southern Jamaica Plain Health Center, South Street Youth Center September 2011 - May 2012
Boston University September 2010 - May 2012
AFC Mentoring December 2010 - June 2011
Fundacion Crecer May 2010 - August 2010
The Brattle Group July 2008 - May 2010
Gender Action 2007 - 2007
Joint Program in Survey Methodology Junior Fellow June 2006 - September 2006
Education
Boston University School of Public Health 2011 — 2014
Master of Public Health (MPH)
Boston University School of Social Work 2010 — 2012
Master of Social Work (MSW), Macro Social Work
Swarthmore College 2004 — 2008
David Galfus's Capstone Advisory Group Experience 2004 - 2015
Job Managing Director at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2004 - 2015
Education
Pace University - Lubin School of Business 1983 — 1986
BBA, Public Accounting
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2004 - 2015
Education
Pace University - Lubin School of Business 1983 — 1986
BBA, Public Accounting
Luz S. Araque's Capstone Advisory Group Experience January 2012 - February 2013
Job
Industry Security and Investigations
Experience
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Intelligenz LLC March 2011 - December 2011
FTI Consulting March 2008 - January 2011
Kroll Inc. February 2002 - February 2008
Skills
Research, Analysis, Writing, Fraud, Litigation Support, Due Diligence, Private Investigations, Forensic Accounting, FCPA, AML, Computer Forensics, Risk Assessment, Risk Management, Restructuring, Internal Controls, Expert Witness, Enterprise Risk..., Internal Audit, Intelligence, Background Checks
Education
Liberty University 2009 — 2012
MBA
Universidad de Los Andes 1997 — 1998
1998
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Intelligenz LLC March 2011 - December 2011
FTI Consulting March 2008 - January 2011
Kroll Inc. February 2002 - February 2008
Skills
Research, Analysis, Writing, Fraud, Litigation Support, Due Diligence, Private Investigations, Forensic Accounting, FCPA, AML, Computer Forensics, Risk Assessment, Risk Management, Restructuring, Internal Controls, Expert Witness, Enterprise Risk..., Internal Audit, Intelligence, Background Checks
Education
Liberty University 2009 — 2012
MBA
Universidad de Los Andes 1997 — 1998
1998
Alex Roque, CPA's Capstone Advisory Group Experience July 2010 - Present
Job Senior Financial Professional with Public and Private Company Expertise (CFO, Controller)
Industry Financial Services
Experience
Capstone Advisory Group July 2010 - Present
DCI May 2000 - July 2010
Phibro Animal Health June 1993 - May 2000
Skills
LLC Taxation, US GAAP, Finance, Financial Reporting, Mergers & Acquisitions, Management, GAAP, Consolidation, CPA, Investments, Tax, Financial Analysis, Accounting, Business Development, Analysis, Financial Modeling, IPO, Due Diligence, Mergers, Budgets, Cash Management, SEC filings, Payroll, Banking, Restructuring, Corporate Finance, Securities, Cash Flow, Acquisition Integration, Strategic Planning, Business Planning, Loans, SEC Filings
Education
Thomas Edison State College 1999 — 2003
Masters Degree, Business Management
Bloomfield College 1984 — 1988
Bachelor’s Degree, Accounting / Business Administration
Capstone Advisory Group July 2010 - Present
DCI May 2000 - July 2010
Phibro Animal Health June 1993 - May 2000
Skills
LLC Taxation, US GAAP, Finance, Financial Reporting, Mergers & Acquisitions, Management, GAAP, Consolidation, CPA, Investments, Tax, Financial Analysis, Accounting, Business Development, Analysis, Financial Modeling, IPO, Due Diligence, Mergers, Budgets, Cash Management, SEC filings, Payroll, Banking, Restructuring, Corporate Finance, Securities, Cash Flow, Acquisition Integration, Strategic Planning, Business Planning, Loans, SEC Filings
Education
Thomas Edison State College 1999 — 2003
Masters Degree, Business Management
Bloomfield College 1984 — 1988
Bachelor’s Degree, Accounting / Business Administration
Liam Ahearn's Capstone Advisory Group Experience March 2009 - December 2014
Job Vice President at Gordian Group, LLC
Industry Financial Services
Experience
Gordian Group, LLC January 2015 - Present
Capstone Advisory Group March 2009 - December 2014
Neuberger Berman January 2008 - February 2009
Lehman Brothers July 2005 - December 2007
Skills
Private Equity, Restructuring, Leveraged Finance, Bankruptcy, Workout, Mergers & Acquisitions, High Yield, Capital Budgeting, Strategic Financial...
Education
Georgetown University 2001 — 2005
Bachelors, Economics and History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
St Peter's Prep
St Peter's Prep
Gordian Group, LLC January 2015 - Present
Capstone Advisory Group March 2009 - December 2014
Neuberger Berman January 2008 - February 2009
Lehman Brothers July 2005 - December 2007
Skills
Private Equity, Restructuring, Leveraged Finance, Bankruptcy, Workout, Mergers & Acquisitions, High Yield, Capital Budgeting, Strategic Financial...
Education
Georgetown University 2001 — 2005
Bachelors, Economics and History
Georgetown University 2001 — 2005
Bachelor of Arts (B.A.), Economics
St Peter's Prep
St Peter's Prep
Guoqing Sun's Capstone Advisory Group Experience February 2008 - September 2010
Job Team Lead at Bloomberg
Industry Financial Services
Experience
Bloomberg October 2010 - Present
Capstone Advisory Group February 2008 - September 2010
Computer Associates, Inc February 2006 - January 2008
Computer Associates, Inc July 2004 - January 2006
Computer Associates, Inc August 2000 - June 2004
Computer Associates, Inc April 1998 - July 2000
Skills
Agile Methodologies, Bloomberg, C, Distributed Systems, Electronic Trading, Management, Object Oriented Design, SQL, Software Development, Market Data, Trading Systems
Education
Graduate School of Chinese Academy of Sciences 1993 — 1996
ME, Artificial Intelligence and Pattern Recognition
Tsinghua University 1988 — 1993
BE, Computer Science
Bloomberg October 2010 - Present
Capstone Advisory Group February 2008 - September 2010
Computer Associates, Inc February 2006 - January 2008
Computer Associates, Inc July 2004 - January 2006
Computer Associates, Inc August 2000 - June 2004
Computer Associates, Inc April 1998 - July 2000
Skills
Agile Methodologies, Bloomberg, C, Distributed Systems, Electronic Trading, Management, Object Oriented Design, SQL, Software Development, Market Data, Trading Systems
Education
Graduate School of Chinese Academy of Sciences 1993 — 1996
ME, Artificial Intelligence and Pattern Recognition
Tsinghua University 1988 — 1993
BE, Computer Science
Jack Surdoval's Capstone Advisory Group Experience February 2004 - Present
Job Executive Director at Capstone Advisory Group
Industry Financial Services
Experience
Capstone Advisory Group February 2004 - Present
FTI Consulting September 2001 - February 2004
LibertyOne Ltd. 1999 - 2000
Skills
Restructuring, Due Diligence, Corporate Finance, Leveraged Finance, Private Equity, Business Valuation, Business Strategy, Valuation, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Structuring, LBO
Education
Manhattan College 1983 — 1989
Bachelor of Science, Accounting
Capstone Advisory Group February 2004 - Present
FTI Consulting September 2001 - February 2004
LibertyOne Ltd. 1999 - 2000
Skills
Restructuring, Due Diligence, Corporate Finance, Leveraged Finance, Private Equity, Business Valuation, Business Strategy, Valuation, Financial Modeling, Debt Restructuring, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Structuring, LBO
Education
Manhattan College 1983 — 1989
Bachelor of Science, Accounting
Brian Aronson's Capstone Advisory Group Experience 2006 - 2011
Job Turnaround and Restructuring Executive
Industry Management Consulting
Experience
Brian Aronson LLC - Professional Consulting February 2011 - Present
Capstone Advisory Group 2006 - 2011
International Mail Express (a Pitney Bowes company) 2000 - 2005
Joslyn Mfg. (a Danaher business) October 1996 - December 2000
Skills
Asset Purchase..., Environmental liability..., Business wind downs,..., Lean Manufacturing..., Process..., ERP design and..., Budgeting and cost..., Personnel..., M&A Planning, Mergers, Planning, Budgeting, Lean Manufacturing, ERP, Liquidation, Financial Analysis, Restructuring, Financial Modeling, Due Diligence, Business Planning, Bankruptcy, Business Strategy, Strategic Planning, Real Estate, Financial Reporting, Accounting, Cash Flow, Forecasting, Manufacturing, Process Improvement, Cash Flow Forecasting, Change Management, Cash Management, Cost Reduction, Operations Management, Mergers & Acquisitions, Strategy, Management, Acquisition Integration, Finance
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Strategy/Marketing/Org Behavior
Illinois State University 1988 — 1992
BS, Accounting
Brian Aronson LLC - Professional Consulting February 2011 - Present
Capstone Advisory Group 2006 - 2011
International Mail Express (a Pitney Bowes company) 2000 - 2005
Joslyn Mfg. (a Danaher business) October 1996 - December 2000
Skills
Asset Purchase..., Environmental liability..., Business wind downs,..., Lean Manufacturing..., Process..., ERP design and..., Budgeting and cost..., Personnel..., M&A Planning, Mergers, Planning, Budgeting, Lean Manufacturing, ERP, Liquidation, Financial Analysis, Restructuring, Financial Modeling, Due Diligence, Business Planning, Bankruptcy, Business Strategy, Strategic Planning, Real Estate, Financial Reporting, Accounting, Cash Flow, Forecasting, Manufacturing, Process Improvement, Cash Flow Forecasting, Change Management, Cash Management, Cost Reduction, Operations Management, Mergers & Acquisitions, Strategy, Management, Acquisition Integration, Finance
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Strategy/Marketing/Org Behavior
Illinois State University 1988 — 1992
BS, Accounting
Renae Grob's Capstone Advisory Group Experience June 2008 - August 2012
Job Manager, Subscriber Forecasting at U.S. Cellular
Industry Legal Services
Experience
U.S. Cellular August 2015 - Present
U.S. Cellular November 2013 - July 2015
U.S. Cellular August 2012 - October 2013
Capstone Advisory Group June 2008 - August 2012
PricewaterhouseCoopers January 2003 - May 2008
Skills
Forensic Accounting, Fraud, Auditing, Internal Audit, Accounting, Expert Witness, CPA, Litigation, GAAP, Bankruptcy, Dispute Resolution, Intellectual Property, Sarbanes-Oxley, Analysis, Forensic Analysis
Education
Illinois State University 1998 — 2002
Bachelor of Science, Accountancy
U.S. Cellular August 2015 - Present
U.S. Cellular November 2013 - July 2015
U.S. Cellular August 2012 - October 2013
Capstone Advisory Group June 2008 - August 2012
PricewaterhouseCoopers January 2003 - May 2008
Skills
Forensic Accounting, Fraud, Auditing, Internal Audit, Accounting, Expert Witness, CPA, Litigation, GAAP, Bankruptcy, Dispute Resolution, Intellectual Property, Sarbanes-Oxley, Analysis, Forensic Analysis
Education
Illinois State University 1998 — 2002
Bachelor of Science, Accountancy
Braden Mulkeen's Capstone Advisory Group Experience June 2008 - August 2008
Job Sales & Account Management at Bloomberg
Industry Financial Services
Experience
Bloomberg February 2012 - Present
Bloomberg January 2011 - February 2012
Morgan Stanley July 2009 - December 2010
Capstone Advisory Group June 2008 - August 2008
Morgan Stanley September 2007 - December 2007
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Equities, Derivatives, Licensed Real Estate...
Education
NYU School of Professional Studies 2014 — 2015
Real Estate Finance & Investment
Loyola University 2005 — 2009
Joseph A. Sellinger School, Business and Mgmt
Monash University 2008 — 2008
Bachelor of Business Administration, Finance
Glen Rock High School 2001 — 2005
Bloomberg February 2012 - Present
Bloomberg January 2011 - February 2012
Morgan Stanley July 2009 - December 2010
Capstone Advisory Group June 2008 - August 2008
Morgan Stanley September 2007 - December 2007
Skills
Fixed Income, Bloomberg, Bloomberg Terminal, Equities, Derivatives, Licensed Real Estate...
Education
NYU School of Professional Studies 2014 — 2015
Real Estate Finance & Investment
Loyola University 2005 — 2009
Joseph A. Sellinger School, Business and Mgmt
Monash University 2008 — 2008
Bachelor of Business Administration, Finance
Glen Rock High School 2001 — 2005
Jennifer Masters's Capstone Advisory Group Experience January 2008 - November 2009
Job Payroll Director at Concordia University Portland
Industry Accounting
Experience
Concordia University Portland November 2009 - Present
Capstone Advisory Group January 2008 - November 2009
Education
Concordia University-Portland 2010 — 2013
Oregon State University 1997 — 2001
Concordia University Portland November 2009 - Present
Capstone Advisory Group January 2008 - November 2009
Education
Concordia University-Portland 2010 — 2013
Oregon State University 1997 — 2001
Barie-Lynne Rosensaft's Capstone Advisory Group Experience November 2006 - March 2011
Job Director at KPMG Economic and Valuation Services
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass (acquired by KPMG July 2014) March 2013 - July 2014
Finnerty Economic Consulting, LLC March 2011 - October 2012
Capstone Advisory Group November 2006 - March 2011
BDO Seidman, LLP December 1997 - October 2006
Dresdner Bank AG 1996 - 1997
Skills
Valuation, Business Valuation, Corporate Finance, Financial Modeling, Corporate Development, Finance, Financial Services, Corporate Governance, Management, Financial Planning, Strategy
Education
Bowdoin College 1985 — 1989
BA, Art History and Economics
CFA Charterholder
KPMG US July 2014 - Present
Rothstein Kass (acquired by KPMG July 2014) March 2013 - July 2014
Finnerty Economic Consulting, LLC March 2011 - October 2012
Capstone Advisory Group November 2006 - March 2011
BDO Seidman, LLP December 1997 - October 2006
Dresdner Bank AG 1996 - 1997
Skills
Valuation, Business Valuation, Corporate Finance, Financial Modeling, Corporate Development, Finance, Financial Services, Corporate Governance, Management, Financial Planning, Strategy
Education
Bowdoin College 1985 — 1989
BA, Art History and Economics
CFA Charterholder
Renee Barry's Capstone Advisory Group Experience October 2007 - December 2012
Job Member at Ridgewell Financial Consultants
Industry Financial Services
Experience
Ridgewell Financial Consultants, LLC December 2012 - Present
George Washington University August 2011 - December 2012
Capstone Advisory Group October 2007 - December 2012
Deloitte 2004 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Financial Reporting, Business Valuation, Finance, Management Consulting, Internal Controls, Accounting
Education
The George Washington University - School of Business 2011 — 2013
Master of Business Administration (MBA)
American University - Kogod School of Business 2000 — 2004
BSBA, International Finance
Ridgewell Financial Consultants, LLC December 2012 - Present
George Washington University August 2011 - December 2012
Capstone Advisory Group October 2007 - December 2012
Deloitte 2004 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Financial Reporting, Business Valuation, Finance, Management Consulting, Internal Controls, Accounting
Education
The George Washington University - School of Business 2011 — 2013
Master of Business Administration (MBA)
American University - Kogod School of Business 2000 — 2004
BSBA, International Finance
Douglas Small's Capstone Advisory Group Experience January 2012 - February 2013
Job AntiCorruption and Fraud Investigation Expert
Industry Management Consulting
Experience
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Navigant May 2008 - December 2011
FBI May 1992 - May 2008
YieldStar Technology, LLC February 2000 - October 2001
Pennzoil May 1985 - March 1992
Coopers & Lybrand May 1988 - August 1989
Skills
Internal Investigations, Forensic Accounting, Interviewing, FCPA, Fraud Investigations, Fraud, Investigations, Anti-corruption, White Collar Criminal..., Private Investigations, Criminal Investigations, Computer Forensics, Forensic Analysis, Internal Audit, Executive Protection, Crisis Management, Certified Fraud Examiner, AML, Surveillance, Internal Controls, Criminal Law, Litigation Support, Interviews, Investigation
Education
Missouri Valley College 1978 — 2010
BS, Accounting
Ball State University 1989 — 1990
MBA, Management
Berkeley Research Group LLC March 2013 - Present
Capstone Advisory Group January 2012 - February 2013
Navigant May 2008 - December 2011
FBI May 1992 - May 2008
YieldStar Technology, LLC February 2000 - October 2001
Pennzoil May 1985 - March 1992
Coopers & Lybrand May 1988 - August 1989
Skills
Internal Investigations, Forensic Accounting, Interviewing, FCPA, Fraud Investigations, Fraud, Investigations, Anti-corruption, White Collar Criminal..., Private Investigations, Criminal Investigations, Computer Forensics, Forensic Analysis, Internal Audit, Executive Protection, Crisis Management, Certified Fraud Examiner, AML, Surveillance, Internal Controls, Criminal Law, Litigation Support, Interviews, Investigation
Education
Missouri Valley College 1978 — 2010
BS, Accounting
Ball State University 1989 — 1990
MBA, Management
Danny Demko, CPA's Capstone Advisory Group Experience September 2014 - Present
Job Restructuring Consultant at Capstone Advisory Group
Industry Financial Services
Experience
Capstone Advisory Group September 2014 - Present
BG Group June 2011 - August 2014
Education
University of Dayton 2006 — 2011
Capstone Advisory Group September 2014 - Present
BG Group June 2011 - August 2014
Education
University of Dayton 2006 — 2011
Monique Atkins's Capstone Advisory Group Experience February 2004 - September 2011
Job Chief Financial Officer at Westminster Capital
Industry Financial Services
Experience
Westminster Capital October 2014 - Present
Red Cypress Advisors September 2011 - October 2014
Capstone Advisory Group February 2004 - September 2011
Codding Investments, Inc. 2008 - 2009
Capstone Advisory Group 2002 - 2008
Arthur Andersen 1999 - 2002
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Sociology
Stanford University
MA, Sociology
Westminster Capital October 2014 - Present
Red Cypress Advisors September 2011 - October 2014
Capstone Advisory Group February 2004 - September 2011
Codding Investments, Inc. 2008 - 2009
Capstone Advisory Group 2002 - 2008
Arthur Andersen 1999 - 2002
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
University of California, Santa Barbara 1988 — 1992
BA, Sociology
Stanford University
MA, Sociology
Cory Griffin's Capstone Advisory Group Experience June 2013 - February 2015
Job Associate at Berkeley Research Group, LLC
Industry Financial Services
Experience
Capstone Valuation Services, LLC March 2015 - June 2015
Capstone Advisory Group June 2013 - February 2015
Princeton Lacrosse Club March 2011 - June 2014
Capstone Advisory Group September 2012 - May 2013
SolarSwim Pool Heating Systems May 2007 - August 2012
Dock7 Materials Group September 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, Negotiation, Customer Service, Financial Analysis, Sales, Microsoft Word, Accounting, Financial Modeling, PowerPoint, Management
Education
The College of New Jersey 2007 — 2011
B.S., International Business
Capstone Valuation Services, LLC March 2015 - June 2015
Capstone Advisory Group June 2013 - February 2015
Princeton Lacrosse Club March 2011 - June 2014
Capstone Advisory Group September 2012 - May 2013
SolarSwim Pool Heating Systems May 2007 - August 2012
Dock7 Materials Group September 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, Negotiation, Customer Service, Financial Analysis, Sales, Microsoft Word, Accounting, Financial Modeling, PowerPoint, Management
Education
The College of New Jersey 2007 — 2011
B.S., International Business
Frederick Nuttall's Capstone Advisory Group Experience February 2004 - February 2011
Job Financial Consultant at RPA Advisors, LLC
Industry Accounting
Experience
RPA Advisors, LLC February 2011 - Present
Capstone Advisory Group February 2004 - February 2011
FTI Consulting January 2001 - February 2004
US Navy 1982 - 1990
US Navy 1982 - 1990
US Navy 1982 - 1990
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, Windows, Research, Financial Reporting, Financial Accounting, Financial Analysis, Strategic Planning, Account Reconciliation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1994 — 1995
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1978 — 1982
Bachelor of Arts (BA), Economics
Scranton Prep
Scranton Prep
Scranton Prep
RPA Advisors, LLC February 2011 - Present
Capstone Advisory Group February 2004 - February 2011
FTI Consulting January 2001 - February 2004
US Navy 1982 - 1990
US Navy 1982 - 1990
US Navy 1982 - 1990
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, Windows, Research, Financial Reporting, Financial Accounting, Financial Analysis, Strategic Planning, Account Reconciliation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1994 — 1995
Master of Business Administration (MBA), Accounting
College of the Holy Cross 1978 — 1982
Bachelor of Arts (BA), Economics
Scranton Prep
Scranton Prep
Scranton Prep
James Geraghty's Capstone Advisory Group Experience April 2015 - May 2015
Job Associate at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group April 2015 - May 2015
Capstone Advisory Group September 2013 - April 2015
Capstone Advisory Group April 2013 - September 2013
Oppenheimer & Co. September 2012 - April 2013
Joseph Gunnar & Co, LLC October 2011 - March 2012
UBS June 2010 - August 2010
Skills
Valuation, Portfolio Management, Fixed Income, Equity Research, Bloomberg Terminal, Bloomberg, Options
Education
Pace University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Mark C. Rohman's Capstone Advisory Group Experience 2004 - 2011
Job Partner at Red Cypress Advisors
Industry Financial Services
Experience
Red Cypress Advisors March 2012 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting November 2000 - February 2004
Arthur Andersen 1990 - 2000
Continental Illinois Bank & Trust 1977 - 1990
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Restructuring, Valuation, Private Equity, Financial Analysis, Due Diligence, Business Valuation, Capital Markets, Loans
Education
Tuck School of Business Adminstration 1975 — 1977
Master of Business Administration (M.B.A.), Finance, General
Denison University 1967 — 1971
Bachelor of Arts (B.A.), Economics
Red Cypress Advisors March 2012 - Present
Capstone Advisory Group 2004 - 2011
FTI Consulting November 2000 - February 2004
Arthur Andersen 1990 - 2000
Continental Illinois Bank & Trust 1977 - 1990
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Restructuring, Valuation, Private Equity, Financial Analysis, Due Diligence, Business Valuation, Capital Markets, Loans
Education
Tuck School of Business Adminstration 1975 — 1977
Master of Business Administration (M.B.A.), Finance, General
Denison University 1967 — 1971
Bachelor of Arts (B.A.), Economics