CBIZ Valuation Group
Industry: Company
DescriptionFounded: 1987 Parent organization: CBIZ, Inc.
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CBIZ Valuation Group Employees
Employee
Years
Job
Industry
Michael P. Hedden, MAI, CRE, FRICS Michael P. Hedden, MAI, CRE, FRICS's CBIZ Valuation Group Experience 2002 - 2007
Job Managing Director at FTI Consulting
Industry Real Estate
Experience
FTI Consulting November 2010 - Present
The Counselors of Real Estate - New Jersey Chapter December 2010 - December 2011
American Appraisal Associates October 2007 - November 2010
Appraisal Institute Metro NJ Chapter January 2009 - December 2009
CBIZ Valuation Group 2002 - 2007
Landauer 1985 - 1988
Landauer 1985 - 1988
Skills
Investment Properties, Finance, Market Research, Financial Reporting, Sales, Management, Valuation, Real Estate, Appraisals, Due Diligence, Business Valuation, Investments, Expert Witness, Property, Real Estate Development, Property Tax, Market Analysis, Real Estate Economics, Negotiation, Commercial Real Estate, Litigation Support, Analysis, Business Strategy, Mergers & Acquisitions, Asset Management, Acquisitions, Disposition, Residential Homes
Education
Rutgers University-New Brunswick 1990 — 1998
MCRP, Planning
University of Bridgeport 1972 — 1976
BS Business Administration, Marketing
NPHS
FTI Consulting November 2010 - Present
The Counselors of Real Estate - New Jersey Chapter December 2010 - December 2011
American Appraisal Associates October 2007 - November 2010
Appraisal Institute Metro NJ Chapter January 2009 - December 2009
CBIZ Valuation Group 2002 - 2007
Landauer 1985 - 1988
Landauer 1985 - 1988
Skills
Investment Properties, Finance, Market Research, Financial Reporting, Sales, Management, Valuation, Real Estate, Appraisals, Due Diligence, Business Valuation, Investments, Expert Witness, Property, Real Estate Development, Property Tax, Market Analysis, Real Estate Economics, Negotiation, Commercial Real Estate, Litigation Support, Analysis, Business Strategy, Mergers & Acquisitions, Asset Management, Acquisitions, Disposition, Residential Homes
Education
Rutgers University-New Brunswick 1990 — 1998
MCRP, Planning
University of Bridgeport 1972 — 1976
BS Business Administration, Marketing
NPHS
Tim Sauer, MAI's CBIZ Valuation Group Experience January 2015 - Present
Job Manager at CBIZ
Industry Real Estate
Experience
CBIZ Valuation Group January 2015 - Present
CBIZ Valuation Group November 2012 - January 2015
CBIZ Valuation Group August 2010 - November 2012
Development Strategies Inc. March 2008 - August 2010
Skills
Valuation, Appraisals, Financial Reporting, Financial Analysis, Business Valuation, Economics, Financial Modeling, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Strategic Planning, Entrepreneurship, Business Strategy, Finance, DCF, Management Consulting, Healthcare, Purchase Price..., Impairment Testing, Real Estate Economics, Management
Education
The Ohio State University 2002 — 2006
BA, Economics
Parkway North 1998 — 2002
CBIZ Valuation Group January 2015 - Present
CBIZ Valuation Group November 2012 - January 2015
CBIZ Valuation Group August 2010 - November 2012
Development Strategies Inc. March 2008 - August 2010
Skills
Valuation, Appraisals, Financial Reporting, Financial Analysis, Business Valuation, Economics, Financial Modeling, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Strategic Planning, Entrepreneurship, Business Strategy, Finance, DCF, Management Consulting, Healthcare, Purchase Price..., Impairment Testing, Real Estate Economics, Management
Education
The Ohio State University 2002 — 2006
BA, Economics
Parkway North 1998 — 2002
Cody Branson Cody Branson's CBIZ Valuation Group Experience August 2014 - Present
Job Valuation Consultant at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group August 2014 - Present
Waterview Advisors June 2013 - August 2014
Schultz-Rosenberg Campus April 2011 - June 2013
First Southwest Company February 2008 - May 2009
Citigroup Global Markets June 2000 - February 2008
Ernst & Young November 1998 - June 2000
Pioneer Natural Resources Company May 1998 - November 1998
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis
Education
Southern Methodist University 2007 — 2009
M.B.A., Finance
Angelo State University 1996 — 1998
B.B.A., Accounting
West Texas A&M University 1989 — 1991
CBIZ Valuation Group August 2014 - Present
Waterview Advisors June 2013 - August 2014
Schultz-Rosenberg Campus April 2011 - June 2013
First Southwest Company February 2008 - May 2009
Citigroup Global Markets June 2000 - February 2008
Ernst & Young November 1998 - June 2000
Pioneer Natural Resources Company May 1998 - November 1998
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Valuation, Capital Markets, Equities, Private Equity, Due Diligence, Investments, Mergers, Banking, Financial Structuring, Strategic Financial..., Risk Management, Finance, Business Valuation, Series 7, M&A experience, Investor Relations, Variance Analysis
Education
Southern Methodist University 2007 — 2009
M.B.A., Finance
Angelo State University 1996 — 1998
B.B.A., Accounting
West Texas A&M University 1989 — 1991
Brad Pursel's CBIZ Valuation Group Experience September 2003 - April 2007
Job Managing Director at Transcend Valuation, LLC
Industry Financial Services
Experience
Transcend Valuation, LLC September 2013 - Present
Brown Smith Wallace April 2007 - August 2013
CBIZ Valuation Group September 2003 - April 2007
Deloitte November 1997 - September 2003
The Reynolds and Reynolds Company October 1996 - November 1997
Skills
Business Valuation, Valuation, Fair Value, Financial Reporting, Fairness Opinions, Purchase Price..., Financial Analysis, Accounting, Mergers, Intellectual Property..., Due Diligence, Option Valuation, Solvency Opinions
Education
Washington University in St. Louis 2000 — 2002
Master of Business Administration, Finance
University of Maryland College Park 1989 — 1995
BS (2), Finance, Accounting
Transcend Valuation, LLC September 2013 - Present
Brown Smith Wallace April 2007 - August 2013
CBIZ Valuation Group September 2003 - April 2007
Deloitte November 1997 - September 2003
The Reynolds and Reynolds Company October 1996 - November 1997
Skills
Business Valuation, Valuation, Fair Value, Financial Reporting, Fairness Opinions, Purchase Price..., Financial Analysis, Accounting, Mergers, Intellectual Property..., Due Diligence, Option Valuation, Solvency Opinions
Education
Washington University in St. Louis 2000 — 2002
Master of Business Administration, Finance
University of Maryland College Park 1989 — 1995
BS (2), Finance, Accounting
Barbara L. Utterback's CBIZ Valuation Group Experience May 2006 - August 2008
Job Executive Office Professional
Industry Executive Office
Experience
CBIZ Valuation Group May 2006 - August 2008
Neumann Homes July 2005 - December 2005
Interactive Data June 1980 - July 2001
Skills
Outlook, Administrative Support, Scheduling, Excel, Event Planning, Billing, Office Management, Adobe Acrobat, Process Scheduler, Sales, Microsoft Excel, Invoicing, Employee Relations, Administrative...
Education
DePaul University
English
CBIZ Valuation Group May 2006 - August 2008
Neumann Homes July 2005 - December 2005
Interactive Data June 1980 - July 2001
Skills
Outlook, Administrative Support, Scheduling, Excel, Event Planning, Billing, Office Management, Adobe Acrobat, Process Scheduler, Sales, Microsoft Excel, Invoicing, Employee Relations, Administrative...
Education
DePaul University
English
Kale Stubblefield Kale Stubblefield's CBIZ Valuation Group Experience August 2004 - April 2008
Job Director of Operations at Visionary Marketing & Design
Industry Marketing and Advertising
Experience
Visionary Marketing & Design March 2008 - Present
CBIZ Valuation Group August 2004 - April 2008
Skills
Marketing Strategy, Market Research, Website Development, Strategic Planning, SEO, SEM, Business Analysis, Business Strategy, Business Valuation, Promotional Products
Education
University of Missouri-Columbia 2002 — 2004
MBA, Marketing Strategy
University of Missouri-Columbia 1994 — 1998
Bachelor of Science, Business Administration
Visionary Marketing & Design March 2008 - Present
CBIZ Valuation Group August 2004 - April 2008
Skills
Marketing Strategy, Market Research, Website Development, Strategic Planning, SEO, SEM, Business Analysis, Business Strategy, Business Valuation, Promotional Products
Education
University of Missouri-Columbia 2002 — 2004
MBA, Marketing Strategy
University of Missouri-Columbia 1994 — 1998
Bachelor of Science, Business Administration
Derek Baugh Derek Baugh's CBIZ Valuation Group Experience November 2002 - March 2005
Job Vice President/Portfolio Manager at Baugh & Associates, LLC
Industry Investment Management
Experience
Baugh & Associates, LLC March 2005 - Present
CBIZ Valuation Group November 2002 - March 2005
Golden Peanut Company 1996 - 2000
Skills
Due Diligence, Investments, Business Development, Business Analysis, Estate Planning, Finance, Investment Properties, Management, Financial Advisory, Tax, Strategic Financial..., Financial Analysis, Risk Management, Insurance, Real Estate, Asset Allocation, Valuation, Strategic Planning, Accounting, Credit, Financial Services, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Finance
University of Georgia - Terry College of Business 1991 — 1995
BBA, Finance
Walton High School 1987 — 1991
N/A, N/A
Baugh & Associates, LLC March 2005 - Present
CBIZ Valuation Group November 2002 - March 2005
Golden Peanut Company 1996 - 2000
Skills
Due Diligence, Investments, Business Development, Business Analysis, Estate Planning, Finance, Investment Properties, Management, Financial Advisory, Tax, Strategic Financial..., Financial Analysis, Risk Management, Insurance, Real Estate, Asset Allocation, Valuation, Strategic Planning, Accounting, Credit, Financial Services, Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Finance
University of Georgia - Terry College of Business 1991 — 1995
BBA, Finance
Walton High School 1987 — 1991
N/A, N/A
Andres Trinidad Andres Trinidad's CBIZ Valuation Group Experience February 2012 - May 2012
Job Experienced Valuation Professional
Industry Financial Services
Experience
Appraisal Economics Inc. December 2014 - Present
Appraisal Economics Inc. June 2012 - December 2014
CBIZ Valuation Group February 2012 - May 2012
Johnson & Johnson Services Inc June 2011 - January 2012
Skills
Excel, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Financial Statement..., Equities, Strategic Financial..., Financial Accounting, Data Analysis, Economics, Microsoft Excel, Finance, Equity Valuation
Education
The College of New Jersey 2008 — 2012
Bachelor of Science, Business; Finance
Appraisal Economics Inc. December 2014 - Present
Appraisal Economics Inc. June 2012 - December 2014
CBIZ Valuation Group February 2012 - May 2012
Johnson & Johnson Services Inc June 2011 - January 2012
Skills
Excel, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Business Valuation, Financial Statement..., Equities, Strategic Financial..., Financial Accounting, Data Analysis, Economics, Microsoft Excel, Finance, Equity Valuation
Education
The College of New Jersey 2008 — 2012
Bachelor of Science, Business; Finance
David Arnoldi David Arnoldi's CBIZ Valuation Group Experience 1996 - 2008
Job MAI
Industry Financial Services
Experience
Indian Valley Appraisal Company April 2011 - Present
Valuation & Information Group October 2008 - April 2011
CBIZ Valuation Group 1996 - 2008
Dale James & Associates 1992 - 1996
Skills
Valuation, Real Estate, Business Valuation, Real Estate Economics, Financial Analysis, Appraisals, Financial Modeling, Due Diligence, Commercial Real Estate
Education
Penn State University 1987 — 1991
Economics, Business
Indian Valley Appraisal Company April 2011 - Present
Valuation & Information Group October 2008 - April 2011
CBIZ Valuation Group 1996 - 2008
Dale James & Associates 1992 - 1996
Skills
Valuation, Real Estate, Business Valuation, Real Estate Economics, Financial Analysis, Appraisals, Financial Modeling, Due Diligence, Commercial Real Estate
Education
Penn State University 1987 — 1991
Economics, Business
Charles B. Higgins, CFA Charles B. Higgins, CFA's CBIZ Valuation Group Experience January 2009 - Present
Job Director Business Valuation at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
Joe Clement Joe Clement's CBIZ Valuation Group Experience 2005 - 2008
Job Partner Arias Valuation Group
Industry Financial Services
Experience
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Beth Smoots Beth Smoots's CBIZ Valuation Group Experience 2002 - 2006
Job Executive Search & Consulting
Industry Management Consulting
Experience
Strategy & Search Resources April 2011 - Present
Bethesda Home & Retirement Center, Chicago, IL 2005 - April 2011
CBIZ Valuation Group 2002 - 2006
CBIZ Valuation Counselors 2000 - 2002
Valuation Counselors 1993 - 2000
Skills
Executive Search, Candidate Generation, Career Advocacy, Healthcare, Leadership, New Business Development, Coaching, Operations Management, Recruiting, Sales Management, Strategic Planning, Management, Talent Management, Human Resources, Change Management, Sales, Management Consulting
Education
University of Chicago Graduate School of Business 1987 — 1991
MBA, Quantitative Analysis
Northern Illinois University
BS, Finance, Management
Strategy & Search Resources April 2011 - Present
Bethesda Home & Retirement Center, Chicago, IL 2005 - April 2011
CBIZ Valuation Group 2002 - 2006
CBIZ Valuation Counselors 2000 - 2002
Valuation Counselors 1993 - 2000
Skills
Executive Search, Candidate Generation, Career Advocacy, Healthcare, Leadership, New Business Development, Coaching, Operations Management, Recruiting, Sales Management, Strategic Planning, Management, Talent Management, Human Resources, Change Management, Sales, Management Consulting
Education
University of Chicago Graduate School of Business 1987 — 1991
MBA, Quantitative Analysis
Northern Illinois University
BS, Finance, Management
Tim Connelly Tim Connelly's CBIZ Valuation Group Experience 2003 - 2004
Job Office & Customer Service Manager at Advance Plumbing & Heating, Inc.
Industry Facilities Services
Experience
Advance Plumbing & Heating, Inc. July 2014 - Present
Triple A Supplies, Inc. January 2014 - June 2014
National Waste Associates 2013 - 2014
Advance Plumbing & Heating, Inc. 2008 - 2013
Spansive, Inc. 2007 - 2012
Supply Insight Inc 2005 - 2007
Asset Management Resources 2004 - 2005
CBIZ Valuation Group 2003 - 2004
Burr Wolff 2002 - 2003
Marvin F. Poer & Company 2001 - 2002
Skills
Sales Process, Selling, New Business Development, Strategic Planning, Sales, Business Development, Professional Services, Strategic Partnerships, Business Strategy, Management Consulting, Marketing Strategy, Lead Generation, Competitive Analysis, Analytics, Market Planning, Channel Partners, SEO, Online Marketing, Market Penetration, Key Account Development, Google Analytics, Marketing Research, Appraisals, Tax Appeals, SWOT analysis, Conversion Optimization, Search Analytics, Gap Analysis, Coaching, Future Trends, ROMI, Marketing ROI, Strategy Facilitation, Sales Skills Training, Trend Identification, Sales Trend Analysis, Market Opportunity..., Pipeline Analysis, Industry Trend Analysis, Turnaround Consulting, RFID, Consultative Selling, Territory Analysis, Executive Level..., Trends Research, Conceptual Sales, Developing New Markets, Analytic Thinking, Intangible Sales, Golf Instruction
Education
The Complex Sale 1996 — 1999
Certified Trainer, Account Planning & Opportunity Management
University of Connecticut 1980 — 1984
Marketing
Newington High School
Advance Plumbing & Heating, Inc. July 2014 - Present
Triple A Supplies, Inc. January 2014 - June 2014
National Waste Associates 2013 - 2014
Advance Plumbing & Heating, Inc. 2008 - 2013
Spansive, Inc. 2007 - 2012
Supply Insight Inc 2005 - 2007
Asset Management Resources 2004 - 2005
CBIZ Valuation Group 2003 - 2004
Burr Wolff 2002 - 2003
Marvin F. Poer & Company 2001 - 2002
Skills
Sales Process, Selling, New Business Development, Strategic Planning, Sales, Business Development, Professional Services, Strategic Partnerships, Business Strategy, Management Consulting, Marketing Strategy, Lead Generation, Competitive Analysis, Analytics, Market Planning, Channel Partners, SEO, Online Marketing, Market Penetration, Key Account Development, Google Analytics, Marketing Research, Appraisals, Tax Appeals, SWOT analysis, Conversion Optimization, Search Analytics, Gap Analysis, Coaching, Future Trends, ROMI, Marketing ROI, Strategy Facilitation, Sales Skills Training, Trend Identification, Sales Trend Analysis, Market Opportunity..., Pipeline Analysis, Industry Trend Analysis, Turnaround Consulting, RFID, Consultative Selling, Territory Analysis, Executive Level..., Trends Research, Conceptual Sales, Developing New Markets, Analytic Thinking, Intangible Sales, Golf Instruction
Education
The Complex Sale 1996 — 1999
Certified Trainer, Account Planning & Opportunity Management
University of Connecticut 1980 — 1984
Marketing
Newington High School
Rhett Guyer Rhett Guyer's CBIZ Valuation Group Experience September 2013 - May 2015
Job Application Developer Intern at CGI
Industry Outsourcing/Offshoring
Experience
CGI June 2015 - Present
CBIZ Valuation Group September 2013 - May 2015
CBIZ Mergers & Acquisitions Group September 2011 - September 2013
Aon Hewitt July 2011 - September 2011
Education
Oregon State University 2014 — 2016
Bachelor of Science (B.S.), Computer Science
University of Georgia - Terry College of Business 2006 — 2011
BBA, Finance and Economics
CGI June 2015 - Present
CBIZ Valuation Group September 2013 - May 2015
CBIZ Mergers & Acquisitions Group September 2011 - September 2013
Aon Hewitt July 2011 - September 2011
Education
Oregon State University 2014 — 2016
Bachelor of Science (B.S.), Computer Science
University of Georgia - Terry College of Business 2006 — 2011
BBA, Finance and Economics
Austin Engelhardt, ASA's CBIZ Valuation Group Experience February 2005 - October 2006
Job Senior Appraiser at HCA Asset Management
Industry Insurance
Experience
HCA Asset Management January 2014 - Present
AAE Consulting Group October 2006 - December 2013
CBIZ Valuation Group February 2005 - October 2006
Applied Inventory and Valuation, Inc. March 2003 - February 2005
Skills
Insurance Appraisals, Insurance Consulting, Property & Casualty..., Commercial Insurance, Strategic Planning, Risk Management, Microsoft Excel, Business Planning, Underwriting, Small Business, Team Building, Insurance, Analysis, Valuation, Due Diligence, Management, Executive Management, Leadership, Consulting, Construction
Education
Milwaukee School of Engineering 1999 — 2003
BS Architectural Engineering, Engineering
HCA Asset Management January 2014 - Present
AAE Consulting Group October 2006 - December 2013
CBIZ Valuation Group February 2005 - October 2006
Applied Inventory and Valuation, Inc. March 2003 - February 2005
Skills
Insurance Appraisals, Insurance Consulting, Property & Casualty..., Commercial Insurance, Strategic Planning, Risk Management, Microsoft Excel, Business Planning, Underwriting, Small Business, Team Building, Insurance, Analysis, Valuation, Due Diligence, Management, Executive Management, Leadership, Consulting, Construction
Education
Milwaukee School of Engineering 1999 — 2003
BS Architectural Engineering, Engineering
Duncan Strickland, JD,MBA Duncan Strickland, JD,MBA's CBIZ Valuation Group Experience February 2006 - January 2007
Job Attorney at Steptoe & Johnson PLLC
Industry Law Practice
Experience
Steptoe & Johnson PLLC November 2012 - Present
Sadler Law Firm, LLP September 2010 - August 2012
J. Mark Smith & Assoc. February 2010 - September 2010
Probate Court #3 (Dallas, TX) August 2009 - December 2009
Probate Court #3 (Houston, TX) August 2009 - December 2009
alliantgroup, Inc May 2008 - April 2009
CBIZ Valuation Group February 2006 - January 2007
Beal Bank June 2005 - February 2006
Hughes-Roth Capital Markets January 2004 - April 2004
American Solutions for Business August 1999 - June 2003
Skills
Due Diligence, Legal Writing, Leases, Oil & Gas Law, Real Estate, Legal Research, Energy, Natural Gas, Energy Industry, Title Opinions, Accounting, Contract Negotiation, Mergers, Mergers & Acquisitions, Lexis, Financial Analysis, Gas, Energy Law, Land, Excel, Upstream, Probate
Education
South Texas College of Law 2007 — 2009
Juris Doctorate, Oil, Gas, and Mineral Law; Estate Planning; Probate, • Top 25%
The University of Texas at Dallas - School of Management 2003 — 2005
Masters of Business Administration, (Finance, Accounting)
The University of Texas at Dallas 2003 — 2005
Bachelor of Business Administration, (Accounting)
Naaman Forest High School
Steptoe & Johnson PLLC November 2012 - Present
Sadler Law Firm, LLP September 2010 - August 2012
J. Mark Smith & Assoc. February 2010 - September 2010
Probate Court #3 (Dallas, TX) August 2009 - December 2009
Probate Court #3 (Houston, TX) August 2009 - December 2009
alliantgroup, Inc May 2008 - April 2009
CBIZ Valuation Group February 2006 - January 2007
Beal Bank June 2005 - February 2006
Hughes-Roth Capital Markets January 2004 - April 2004
American Solutions for Business August 1999 - June 2003
Skills
Due Diligence, Legal Writing, Leases, Oil & Gas Law, Real Estate, Legal Research, Energy, Natural Gas, Energy Industry, Title Opinions, Accounting, Contract Negotiation, Mergers, Mergers & Acquisitions, Lexis, Financial Analysis, Gas, Energy Law, Land, Excel, Upstream, Probate
Education
South Texas College of Law 2007 — 2009
Juris Doctorate, Oil, Gas, and Mineral Law; Estate Planning; Probate, • Top 25%
The University of Texas at Dallas - School of Management 2003 — 2005
Masters of Business Administration, (Finance, Accounting)
The University of Texas at Dallas 2003 — 2005
Bachelor of Business Administration, (Accounting)
Naaman Forest High School
Wick Smith Wick Smith's CBIZ Valuation Group Experience May 2015 - Present
Job Managing Director at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group May 2015 - Present
HCG Software August 2003 - June 2015
PrevisionEPM September 2012 - May 2015
Houlihan Lokey June 1997 - September 2012
KPMG LLP 1993 - 1996
Ernst & Young 1992 - 1993
East Carolina Distributing Company 1980 - 1990
Skills
Food, Private Equity, Mergers, Venture Capital, Financial Modeling, LBO, Restructuring, M&A experience, Capital Markets, Leveraged Finance, Divestitures, Corporate Development, Private Placements, Financial Analysis, IPO, Business Analytics, Business Intelligence, Healthcare, Software Solutions, Financial Advisory, Mergers & Acquisitions, Accounting, Valuation, Structured Finance, Financial Services, Business Development, Acquisitions, Financial Reporting, Acquisition Integration, Equities, Management, Strategy, Financial Structuring, Start-ups, Executive Management, Finance, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1980
Bachelor of Arts (B.A.), Economics
CBIZ Valuation Group May 2015 - Present
HCG Software August 2003 - June 2015
PrevisionEPM September 2012 - May 2015
Houlihan Lokey June 1997 - September 2012
KPMG LLP 1993 - 1996
Ernst & Young 1992 - 1993
East Carolina Distributing Company 1980 - 1990
Skills
Food, Private Equity, Mergers, Venture Capital, Financial Modeling, LBO, Restructuring, M&A experience, Capital Markets, Leveraged Finance, Divestitures, Corporate Development, Private Placements, Financial Analysis, IPO, Business Analytics, Business Intelligence, Healthcare, Software Solutions, Financial Advisory, Mergers & Acquisitions, Accounting, Valuation, Structured Finance, Financial Services, Business Development, Acquisitions, Financial Reporting, Acquisition Integration, Equities, Management, Strategy, Financial Structuring, Start-ups, Executive Management, Finance, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
University of North Carolina at Chapel Hill 1975 — 1980
Bachelor of Arts (B.A.), Economics
Richard Romero, CVA, PAHM, CHFP's CBIZ Valuation Group Experience May 2011 - Present
Job Director at CBIZ Valuation Group
Industry Hospital & Health Care
Experience
CBIZ Valuation Group May 2011 - Present
Skills
Financial Modeling, Valuation, Strategic Planning, Healthcare
Education
University of Florida 1997 — 1998
MBA
University of Tampa - John H. Sykes College of Business 1989 — 1993
BS, Finance
CBIZ Valuation Group May 2011 - Present
Skills
Financial Modeling, Valuation, Strategic Planning, Healthcare
Education
University of Florida 1997 — 1998
MBA
University of Tampa - John H. Sykes College of Business 1989 — 1993
BS, Finance
Tara Spadoni's CBIZ Valuation Group Experience January 1995 - September 2007
Job Operations Manager, Treasury Accounting at Intel Corporation
Industry Financial Services
Experience
Intel Corporation March 2011 - Present
Intel Corporation November 2008 - March 2011
CBIZ Valuation Group January 1995 - September 2007
Education
Thunderbird School of Global Management 2007 — 2008
MBA
University of Notre Dame 1990 — 1994
Intel Corporation March 2011 - Present
Intel Corporation November 2008 - March 2011
CBIZ Valuation Group January 1995 - September 2007
Education
Thunderbird School of Global Management 2007 — 2008
MBA
University of Notre Dame 1990 — 1994
David Mao, CFA's CBIZ Valuation Group Experience January 2001 - September 2002
Job Senior Manager at KPMG LLP
Industry Financial Services
Experience
KPMG US December 2013 - Present
Deloitte Financial Advisory Services LLP November 2005 - November 2013
Gursey, Schneider & Co. September 2003 - November 2005
Strategic Equity Group September 2002 - September 2003
CBIZ Valuation Group January 2001 - September 2002
Skills
Business Valuation, M&A experience, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Due Diligence, Corporate Finance, SEC filings, Private Equity, Mergers & Acquisitions, US GAAP, Financial Analysis, Restructuring, Internal Controls, Sarbanes-Oxley Act
Education
Chartered Financial Analyst
University of California, Riverside
KPMG US December 2013 - Present
Deloitte Financial Advisory Services LLP November 2005 - November 2013
Gursey, Schneider & Co. September 2003 - November 2005
Strategic Equity Group September 2002 - September 2003
CBIZ Valuation Group January 2001 - September 2002
Skills
Business Valuation, M&A experience, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Due Diligence, Corporate Finance, SEC filings, Private Equity, Mergers & Acquisitions, US GAAP, Financial Analysis, Restructuring, Internal Controls, Sarbanes-Oxley Act
Education
Chartered Financial Analyst
University of California, Riverside
David Tepper's CBIZ Valuation Group Experience 2015 - 2015
Job Western Regional Manager at AccuValLiquiTec
Industry Financial Services
Experience
AccuVal-LiquiTec September 2013 - Present
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
GoIndustry DoveBid December 2012 - September 2013
AccuVal Associates September 2009 - December 2012
Arthur Consulting Group 1999 - 2006
Stringfellows 1988 - 1993
Stringfellows 1988 - 1993
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Accounting, Mergers, Real Estate, Appraisals, Due Diligence, Investments, Capital Markets, Equities, Corporate Finance, Private Equity, Asset Based Lending, Banking, Asset Management, Portfolio Management, Business Development, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Master of Business Administration (MBA)
Pace University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
AccuVal-LiquiTec September 2013 - Present
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
CBIZ Valuation Group 2015 - 2015
GoIndustry DoveBid December 2012 - September 2013
AccuVal Associates September 2009 - December 2012
Arthur Consulting Group 1999 - 2006
Stringfellows 1988 - 1993
Stringfellows 1988 - 1993
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Accounting, Mergers, Real Estate, Appraisals, Due Diligence, Investments, Capital Markets, Equities, Corporate Finance, Private Equity, Asset Based Lending, Banking, Asset Management, Portfolio Management, Business Development, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
Master of Business Administration (MBA)
Pace University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
James Bonney's CBIZ Valuation Group Experience 2000 - 2003
Job Independent Graphic Design Professional
Industry Graphic Design
Experience
bcoDesign 2004 - Present
CBIZ Valuation Group 2000 - 2003
Skills
Web Design, Copywriting, Advertising, Image Manipulation, Business Cards, Website Development, Editing, Flyers, Digital Media, Brochures, Graphic Design, Stationery, Proofreading, Layout, New Media, Creative Direction, Logo Design, Letterhead, Graphics, Direct Mail, Typography, Branding & Identity, Brand Development, Postcards, Banners, Marketing, Posters, Invitations, Book Design, Visual Identity
Education
Stephen F. Austin State University 1986 — 1990
BFA, Visual Communications
bcoDesign 2004 - Present
CBIZ Valuation Group 2000 - 2003
Skills
Web Design, Copywriting, Advertising, Image Manipulation, Business Cards, Website Development, Editing, Flyers, Digital Media, Brochures, Graphic Design, Stationery, Proofreading, Layout, New Media, Creative Direction, Logo Design, Letterhead, Graphics, Direct Mail, Typography, Branding & Identity, Brand Development, Postcards, Banners, Marketing, Posters, Invitations, Book Design, Visual Identity
Education
Stephen F. Austin State University 1986 — 1990
BFA, Visual Communications
Todd Mitchell, CFA's CBIZ Valuation Group Experience April 2006 - Present
Job Director at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group April 2006 - Present
Management Planning, Inc. June 2002 - March 2005
Skills
Business Valuation, Valuation, Purchase Price..., Financial Reporting, Financial Modeling, Financial Analysis, Fair Value, ESOP, Equity Valuation, Fairness Opinions, DCF, Due Diligence, SEC filings, Private Equity
Education
The College of New Jersey 1998 — 2002
Bachelor of Science (B.S.), Finance
CBIZ Valuation Group April 2006 - Present
Management Planning, Inc. June 2002 - March 2005
Skills
Business Valuation, Valuation, Purchase Price..., Financial Reporting, Financial Modeling, Financial Analysis, Fair Value, ESOP, Equity Valuation, Fairness Opinions, DCF, Due Diligence, SEC filings, Private Equity
Education
The College of New Jersey 1998 — 2002
Bachelor of Science (B.S.), Finance
Chris Mansueto's CBIZ Valuation Group Experience October 2004 - March 2006
Job Associate at Cassel Salpeter & Co.
Industry Financial Services
Experience
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Kevin Florenz's CBIZ Valuation Group Experience January 2008 - May 2012
Job Partner at VMG Health
Industry Hospital & Health Care
Experience
VMG Health June 2012 - Present
CBIZ Valuation Group January 2008 - May 2012
Peritus Valuation December 2004 - December 2007
GoIndustry DoveBid October 2001 - December 2003
KPMG 1995 - 2001
Ernst & Young November 1992 - October 1995
CIT September 1990 - October 1992
Skills
Real Estate, Valuation, Mergers, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Strategic Planning, Financial Reporting, Restructuring, Finance, Mergers & Acquisitions, Business Valuation
Education
St. Bonaventure University 1986 — 1990
Bachelor of Science (BS), Finance
VMG Health June 2012 - Present
CBIZ Valuation Group January 2008 - May 2012
Peritus Valuation December 2004 - December 2007
GoIndustry DoveBid October 2001 - December 2003
KPMG 1995 - 2001
Ernst & Young November 1992 - October 1995
CIT September 1990 - October 1992
Skills
Real Estate, Valuation, Mergers, Due Diligence, Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Strategic Planning, Financial Reporting, Restructuring, Finance, Mergers & Acquisitions, Business Valuation
Education
St. Bonaventure University 1986 — 1990
Bachelor of Science (BS), Finance
Z. Eric Stephens, CFA's CBIZ Valuation Group Experience October 1998 - January 2006
Job Vice President at The BVA Group LLC
Industry Financial Services
Experience
The BVA Group LLC April 2015 - Present
RENN Capital Group January 2006 - April 2015
CBIZ Valuation Group October 1998 - January 2006
US Securities and Exchange Commission September 1992 - October 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Asset Management, Investment Banking, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Credit Analysis, Strategic Planning, Investment Advisory, Securities, Bloomberg, Management, Asset Managment, Venture Capital, Equity Research, Business Valuation, Expert Witness
Education
Texas A&M University 1990 — 1992
Master of Business Administration (MBA), MBA
Southwestern Oklahoma State University 1988 — 1990
Bachelor of Arts (B.A.), Economics/Finance
The BVA Group LLC April 2015 - Present
RENN Capital Group January 2006 - April 2015
CBIZ Valuation Group October 1998 - January 2006
US Securities and Exchange Commission September 1992 - October 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Valuation, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Asset Management, Investment Banking, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Credit Analysis, Strategic Planning, Investment Advisory, Securities, Bloomberg, Management, Asset Managment, Venture Capital, Equity Research, Business Valuation, Expert Witness
Education
Texas A&M University 1990 — 1992
Master of Business Administration (MBA), MBA
Southwestern Oklahoma State University 1988 — 1990
Bachelor of Arts (B.A.), Economics/Finance
Lela Wulf's CBIZ Valuation Group Experience April 2003 - August 2004
Job Controller, Research Finance at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System August 2013 - Present
Children's Healthcare of Atlanta March 2009 - July 2013
Saint Joseph's Health System February 2007 - September 2008
Saint Joseph's Research Institute August 2004 - February 2007
CBIZ Valuation Group April 2003 - August 2004
Shattuck Hammond Partners March 1996 - September 1999
KPMG 1992 - 1994
Skills
Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Process Improvement, Healthcare, Program Management, Budgets, Business Planning, Management, Project Management, Hospitals, Clinical Research, Marketing, Financial Analysis, Healthcare Information..., Revenue Cycle, Physicians, Physician Relations, Business Development, Business Process..., Practice Management, Executive Management, Managed Care, Research, Healthcare Industry, Public Speaking, Contract Negotiation
Education
University of Denver - Daniels College of Business 1985 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1981 — 1984
BBA, Marketing
Carolinas Healthcare System August 2013 - Present
Children's Healthcare of Atlanta March 2009 - July 2013
Saint Joseph's Health System February 2007 - September 2008
Saint Joseph's Research Institute August 2004 - February 2007
CBIZ Valuation Group April 2003 - August 2004
Shattuck Hammond Partners March 1996 - September 1999
KPMG 1992 - 1994
Skills
Strategy, Strategic Planning, Leadership, Mergers & Acquisitions, Process Improvement, Healthcare, Program Management, Budgets, Business Planning, Management, Project Management, Hospitals, Clinical Research, Marketing, Financial Analysis, Healthcare Information..., Revenue Cycle, Physicians, Physician Relations, Business Development, Business Process..., Practice Management, Executive Management, Managed Care, Research, Healthcare Industry, Public Speaking, Contract Negotiation
Education
University of Denver - Daniels College of Business 1985 — 1988
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1981 — 1984
BBA, Marketing
Ann Roehrig, ASA's CBIZ Valuation Group Experience July 2014 - Present
Job Manager at CBIZ Valuation Group
Industry Insurance
Experience
CBIZ Valuation Group July 2014 - Present
CBIZ Valuation Group December 2012 - July 2014
AMERICAN APPRAISAL ASSOCIATES, Fixed Asset Management & Insurance Solutions May 2010 - December 2012
American Appraisal Associates May 2008 - May 2010
American Appraisal Associates June 2007 - May 2008
Skills
Valuation, Analysis, Process Improvement, Data Analysis, Cross-functional Team..., Microsoft Excel, Strategic Planning, Appraisals, Project Management, Staff Development &..., Preparation Of Reports, Research and Analysis..., Report Review, Expense Reduction, Due Diligence, Insurance, Management, Financial Analysis, Leadership, Consulting, Microsoft Office, Risk Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Management
CBIZ Valuation Group July 2014 - Present
CBIZ Valuation Group December 2012 - July 2014
AMERICAN APPRAISAL ASSOCIATES, Fixed Asset Management & Insurance Solutions May 2010 - December 2012
American Appraisal Associates May 2008 - May 2010
American Appraisal Associates June 2007 - May 2008
Skills
Valuation, Analysis, Process Improvement, Data Analysis, Cross-functional Team..., Microsoft Excel, Strategic Planning, Appraisals, Project Management, Staff Development &..., Preparation Of Reports, Research and Analysis..., Report Review, Expense Reduction, Due Diligence, Insurance, Management, Financial Analysis, Leadership, Consulting, Microsoft Office, Risk Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Management
Scott Storz's CBIZ Valuation Group Experience May 1993 - November 2007
Job CPA at Paquette & Co.
Industry Accounting
Experience
Paquette & Co. November 2007 - Present
CBIZ Valuation Group May 1993 - November 2007
Education
Luther College 1989 — 2003
BA, Accounting, Economics
Paquette & Co. November 2007 - Present
CBIZ Valuation Group May 1993 - November 2007
Education
Luther College 1989 — 2003
BA, Accounting, Economics
Brian Tague's CBIZ Valuation Group Experience November 2012 - Present
Job Senior Consultant at CBIZ Valuation Group
Industry Insurance
Experience
CBIZ Valuation Group November 2012 - Present
Travelers Insurance September 2010 - November 2012
SMW Trading Company, Inc. October 2008 - September 2010
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, Workers Compensation, Umbrella Insurance, General Insurance, Valuation Studies, Asset Inventory, Remaining Useful Life, Replacement Cost New, Replacement Schedule, Loss Control, Risk Management, New Business Development
Education
Indiana University Bloomington 2003 — 2007
B.S. in Kinesiology, Exercise Science, 3.353
Brother Rice High School
CBIZ Valuation Group November 2012 - Present
Travelers Insurance September 2010 - November 2012
SMW Trading Company, Inc. October 2008 - September 2010
Skills
Property & Casualty..., Commercial Lines, Commercial Insurance, Casualty, Liability, Workers Compensation, Umbrella Insurance, General Insurance, Valuation Studies, Asset Inventory, Remaining Useful Life, Replacement Cost New, Replacement Schedule, Loss Control, Risk Management, New Business Development
Education
Indiana University Bloomington 2003 — 2007
B.S. in Kinesiology, Exercise Science, 3.353
Brother Rice High School
Sally Domijan, CFA's CBIZ Valuation Group Experience November 1994 - March 2009
Job Financial Valuation Healthcare Specialist
Industry Financial Services
Experience
Principle Valuation, LLC November 2013 - Present
American Appraisal Associates October 2012 - May 2013
L.T. Annum Appraisal Services, Inc. April 2009 - 2012
CBIZ Valuation Group November 1994 - March 2009
FDIC 1992 - 1994
Resolution Trust Corporation 1990 - 1992
Office of Thrift Supervision 1985 - 1990
Skills
Valuation, Financial Analysis, Financial Reporting, Business Analysis, Management, Finance, Management Consulting, Corporate Finance, Strategic Financial..., Analysis, Internal Audit, Strategy, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
University of Illinois at Chicago 1990 — 1993
MBA, Finance and Economics
Miami University 1980 — 1984
B.S., Accounting and Finance
Principle Valuation, LLC November 2013 - Present
American Appraisal Associates October 2012 - May 2013
L.T. Annum Appraisal Services, Inc. April 2009 - 2012
CBIZ Valuation Group November 1994 - March 2009
FDIC 1992 - 1994
Resolution Trust Corporation 1990 - 1992
Office of Thrift Supervision 1985 - 1990
Skills
Valuation, Financial Analysis, Financial Reporting, Business Analysis, Management, Finance, Management Consulting, Corporate Finance, Strategic Financial..., Analysis, Internal Audit, Strategy, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
University of Illinois at Chicago 1990 — 1993
MBA, Finance and Economics
Miami University 1980 — 1984
B.S., Accounting and Finance
Mary Dempsey's CBIZ Valuation Group Experience 2011 - 2012
Job Director at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC 2013 - Present
CBIZ Valuation Group 2011 - 2012
CBIZ Valuation Group, LLC 1995 - 2011
Arthur Andersn, LLP 1993 - 1995
Skills
Valuation, Healthcare
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Finance, General
Greenville College
Bachelor of Science (B.S.), Education - Mathematics
CBIZ Valuation Group, LLC 2013 - Present
CBIZ Valuation Group 2011 - 2012
CBIZ Valuation Group, LLC 1995 - 2011
Arthur Andersn, LLP 1993 - 1995
Skills
Valuation, Healthcare
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Finance, General
Greenville College
Bachelor of Science (B.S.), Education - Mathematics
Chris Bedwell's CBIZ Valuation Group Experience July 2008 - August 2014
Job Principal Consultant at Selfemployed
Industry Management Consulting
Experience
FROST, PLLC September 2015 - Present
Self-employed September 2014 - August 2015
CBIZ Valuation Group July 2008 - August 2014
FROST, PLLC June 2004 - February 2008
LECG October 2001 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Mergers & Acquisitions, Valuation, Finance, Microsoft Excel, Due Diligence, Business Valuation, Financial Accounting, Tax, Financial Statements, Strategic Planning, Private Equity, Financial Planning
Education
Texas A&M University 2003 — 2004
Master's degree, Accounting
University of Arkansas 1995 — 2000
Master's degree, Economics
FROST, PLLC September 2015 - Present
Self-employed September 2014 - August 2015
CBIZ Valuation Group July 2008 - August 2014
FROST, PLLC June 2004 - February 2008
LECG October 2001 - February 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Mergers & Acquisitions, Valuation, Finance, Microsoft Excel, Due Diligence, Business Valuation, Financial Accounting, Tax, Financial Statements, Strategic Planning, Private Equity, Financial Planning
Education
Texas A&M University 2003 — 2004
Master's degree, Accounting
University of Arkansas 1995 — 2000
Master's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY