Corporate Finance Associates
Industry: Company
DescriptionFounded: 1956
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Corporate Finance Associates Employees
Corporate Finance Associates January 2015 - Present
GimmeAnother, LLC April 2012 - Present
Axiom August 2014 - December 2014
PTX Securities, LLC September 2012 - August 2014
PTX Financial, LLC September 2012 - August 2014
Plano Capital Group, LLC January 2012 - August 2014
Ruben Firsel & Ross LLC September 2011 - August 2014
Tessa Asset Management September 2011 - June 2012
Arnstein & Lehr LLP 2009 - September 2011
Cheng Cohen LLC 2007 - 2009
Skills
Banking, Due Diligence, Investment Properties, Mergers, Private Equity, Corporate Law, Mergers & Acquisitions, Real Estate, Restructuring, Divestitures, Finance, Corporate Governance, Financial Services, Legal Advice, Investments, Securities, Joint Ventures, LBO, Financial Modeling, Investment Banking, Financial Structuring, Capital Markets, Start-ups, Corporate Finance, Acquisitions, Entrepreneurship, Venture Capital, Private Placements, Corporate Development, Funding, Structured Finance, Capital, Business Development, Equities, Mezzanine, M&A experience, Hedge Funds, Valuation, Alternative Investments, Angel Investing, IPO, Business Valuation, Licensing, Investor Relations, Growth Capital, Capital Raising
Education
University of Wisconsin-Madison
B.A, History
The John Marshall Law School
Juris Doctor
Investment Banking Institute
Intensive 4-week financial modeling and valuation training program
Corporate Finance Associates January 2013 - July 2013
Pacific Lutheran University September 2012 - January 2013
Hinshaw's Acura March 2007 - May 2008
GI Joes October 2006 - May 2008
Education
Pacific Lutheran University 2011 — 2012
Master of Science (M.S.), Finance
Pacific Lutheran University 2008 — 2011
Bachelor of Science (B.S.), Financial Mathematics
Highline Community College 2006 — 2008
Associate of Arts (AA), Accounting
Fife High School 2005 — 2008
AutoZone June 2015 - Present
Malco Theatres Inc. February 2009 - August 2015
Corporate Finance Associates April 2013 - May 2015
Skills
Mergers & Acquisitions, Valuation, Investments, Portfolio Management, Corporate Finance, Financial Modeling, Finance, Due Diligence, Capital Markets, Financial Analysis, Venture Capital, Emerging Markets
Education
The University of Memphis 2013 — 2015
Master of Science (M.S.), Finance, General
The University of Memphis 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Corporate Finance Associates April 2012 - Present
Skills
Leadership, Operations Management, Business Development, Debt Restructuring, Credit Analysis, Credit Management, Turnaround Experience, P&L Management, Series 63, Investment Banking, Series 79
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Business Administration
Evangel University
Bachelor of Science (BS), Behavioral Science
Rutgers University-New Brunswick
Diploma, Graduate School of Banking
Schenck M&A Solutions June 2012 - Present
Structurewerks 1999 - September 2013
Corporate Finance Associates June 2010 - June 2012
Structurewerks (dba) CWS Source, Inc. 1999 - July 2010
Skills
Mergers, Strategic Planning, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Mergers & Acquisitions, Management, Due Diligence, Finance, Financial Advisory, Corporate Finance, Negotiation, Corporate Development, Securities, Management Consulting, Start-ups, Restructuring, Private Equity, Investments, Banking, Small Business, Entrepreneurship, Business Valuation, Executive Management, Venture Capital, Divestitures, Business Development, Acquisitions, M&A experience, Acquisition Integration, Business Planning, Funding, Strategic Financial...
Education
California State University-Fullerton 1986 — 1988
MBA, Finance / Corporate Taxation
University of Colorado Boulder - Leeds School of Business 1980 — 1984
Bachelor of Science, Accounting / Finance
Certified Mergers and Aquisitions Advisor
AM&AA
Certified Public Accountant - Wisconsin
Certified Public Accoutant - California
Buffalo Bayou Brewing Company June 2015 - Present
PKF Texas January 2014 - June 2015
PKF Texas July 2011 - January 2014
PKF Texas February 2009 - July 2011
Corporate Finance Associates May 2008 - February 2009
PKF Texas February 2007 - August 2007
O’Connor and Associates May 2005 - February 2007
Skills
Tax, CPA, Tax Research, Income Tax, Tax Accounting, Tax Returns, State Tax, Corporate Tax, Partnership Taxation, Tax Preparation, Financial Analysis, US Tax, International Tax
Education
University of Houston, C.T. Bauer College of Business 2008 — 2008
Masters of Accountancy, Accounting
University of Houston, C.T. Bauer College of Business 2003 — 2007
BBA in Accounting, Minor in Finance, Accounting and Finance
Corporate Finance Associates December 2010 - Present
AARKENSTONE QUEST LLC November 2010 - Present
Vistage July 2013 - Present
Independent...Endeavor Management January 2009 - December 2010
VMETRO, Inc. May 2001 - October 2008
Thermo Electron May 1988 - May 2001
Texas Instruments September 1980 - May 1988
US Army 1975 - 1980
Skills
Investment Banking, Strategic Planning, M&A experience, Operations Management, Sales Management, Project Planning, Project Implementation, Business Turnaround, Negotiation, Team Leadership, Decision Making, Change Management, Business Growth, Start-ups, Multi-site Management, Contract Negotiations, Budgeting, Business Development, Budgets, Contract Negotiation, Strategy, Mergers, Management Consulting, Entrepreneurship, Due Diligence, Divestitures, Venture Capital, Restructuring, Corporate Development, Valuation, Mergers & Acquisitions, Joint Ventures, Investments, Angel Investing, Business Planning, Executive Management, Leadership, Corporate Finance, Portfolio Management, Emerging Markets, Finance, LBO, Management, Product Development, Capital, Business Valuation, Private Placements, Private Equity, Acquisition Integration, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1992
Ph.D., Management Science/ Operations Research
St. Edward's University 1980 — 1983
MBA, Business
United States Military Academy at West Point 1971 — 1975
Bachelor of Science (B.S.), Engineering
El Campo High School
Accenture July 2015 - Present
Silicon Valley Bank June 2014 - August 2014
MergerTech Advisors November 2013 - May 2014
InfoScout September 2013 - November 2013
Corporate Finance Associates June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Fantasy Sports, Microsoft Word, Customer Service, Teamwork, Project Planning, Event Management, Program Management, Leadership, Team Leadership
Education
University of California, Berkeley, Haas School of Business
Bachelor of Science, Business Administration
Valencia High School
High School Diploma, Val-Tech Diploma
Corporate Finance Associates April 2011 - Present
NEXXO Consulting 2001 - 2011
ATB TV October 1998 - January 2001
ENTEL SA February 1997 - October 1998
Mercado Electrónico de Valores February 1995 - February 1997
Waste Manangement International November 1990 - December 1994
Skills
Executive Management, Investments, Sales, Competitive Analysis, Mergers, Business Valuation, Capital, Investment Banking, Private Equity, Mergers & Acquisitions, Corporate Development, Exit Strategies, Market Research, Emerging Markets, Private Placements, Acquisitions, M&A experience, Equities, Business Strategy, Financial Analysis, Capital Markets, Management Consulting, Contract Negotiation, Valuation, Financial Modeling, Strategy, Small Business, Real Estate, Business Development, Strategic Planning, Portfolio Management, Start-ups, Marketing Strategy, Due Diligence, Corporate Finance, Negotiation, Analysis, Management, Joint Ventures, Business Planning, Venture Capital, Restructuring, Funding, Entrepreneurship, Finance, Marketing, New Business Development, Growth Capital, Financial Structuring
Education
Thunderbird School of Global Management 1988 — 1989
Intl MBA, International management
Michigan State University 1980 — 1984
BA, Communications
Colegio San Ignacio
Leadership San Antonio 2010 — 2010
First Canadian Title (FCT) August 2013 - July 2015
Keyora Inc. June 2010 - July 2013
Keyora Inc. February 2010 - May 2010
Corporate Finance Associates February 2006 - October 2009
Sherwood International PLC February 1991 - December 2001
Skills
Requirements Gathering, Business Analysis, SDLC, Business Requirements, Software Development, Analysis, Testing, SQL, Requirements Analysis, Agile Project Management, Business Process, Web Applications, Project Management, Software Project..., E-commerce, Project Planning, Team Leadership, User Acceptance Testing, Documentation, Quality Assurance, Visio, Microsoft Dynamics, Training, Resource Management, Regression Testing, Problem Solving, Web Testing, Software Quality, Agile, Bug Tracking, Software Quality..., Customer Service, Microsoft Office, Project Delivery, System Testing, Test Planning, Defect Tracking, Scheduling, Waterfall, Requirements..., Scrum, Budget Management, Status Reporting, Project Estimation, Workshop Facilitation, Research, Elicitation, Gap Analysis, Agile Methodologies, SharePoint
Education
Sheridan College
IIBA Business Analysis Certificate - Project Management
Sheridan College
IIBA Business Analysis Certificate - Business Analysis
Canadian Software Testing Board
Certified Tester, Foundation Level (CTFL) Certification
The University of Northampton
B.A. Honours, Combined Studies
Chaffe & Associates, Inc. April 2013 - Present
Shareholder InSite, Inc December 2011 - April 2013
Corporate Finance Associates April 2010 - September 2011
Sekisui, Inc. May 2005 - April 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Cap Table Management, Capitalization, Customer Service, Mergers & Acquisitions, Manage Client..., DCF Valuation, Equity Valuation, Venture Capital, Private Equity, Private Companies, Market Research, Report Writing
Education
The University of Memphis 2009 — 2011
M.S., Business Administration, Finance
Sewanee-The University of the South 2005 — 2009
B.A., Religion
Christian Brothers High School 2001 — 2005
High School Diploma
Corporate Finance Associates July 2014 - Present
Proxisafe, Ltd. July 2010 - Present
IdeaTeam1, Inc. November 2013 - June 2014
Coutant Capital Associates, LLC October 2005 - October 2013
The Cannelton Group January 2011 - December 2012
Indian River Consulting Group 2000 - 2002
Eaton/Aeroquip-Vickers 1997 - 1999
Federal-Mogul Corporation 1990 - 1995
EY 1987 - 1990
TRW 1981 - 1986
Skills
Mergers, Acquisition Integration, Leadership, Pricing Strategy, Private Equity, Due Diligence, Corporate Development, Venture Capital, Restructuring, Corporate Finance, Financial Modeling, Business Strategy, Strategic Planning, Start-ups, Management Consulting, Automotive, Automotive Aftermarket, Channel Strategy, Channel Relationship..., Competitive Analysis, Demand Supply Planning, Industrial Distribution, Valuation, Project Management
Education
The Ohio State University Fisher College of Business 1974 — 1976
MBA, Finance
The Ohio State University 1970 — 1974
BA, History, Political Science
Corporate Finance Associates 2004 - Present
Skills
Business Valuation, Private Equity, Valuation, Investment Banking, Mergers, Divestitures, Venture Capital, Financial Modeling, Mergers & Acquisitions, Due Diligence, Corporate Finance, Corporate Development
Education
The University of Memphis 1994 — 2000
MBA, Marketing
Corporate Finance Associates November 1999 - Present
Heirwood Shutters, Inc March 1990 - June 2000
IBM January 1973 - January 1976
Skills
Mergers, Research, Investment Banking, Logistics, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions, Acquisitions, Business Valuation, Entrepreneurship, Corporate Development, Due Diligence, Negotiation, Corporate Finance, Market Research, Start-ups, Business Services, Divestitures, Venture Capital, Finance
Education
University of Cape Town 1970 — 1971
Secondary Teachers Degree, Mathematics and Science
University of Cape Town 1966 — 1969
Bachelor of Science (B.Sc.), Mathematics and Statistics
Test Appropriate LLC September 2012 - Present
Creations by You / StudentPublishing.com February 1993 - July 2012
Corporate Finance Associates 1989 - 1993
Denver Management Group 1985 - 1989
Skills
Product Development, Product Management, Marketing Strategy, Strategic Partnerships, Product Marketing, Sales Management, Consumer Products, New Business Development, Strategic Planning, Trade Shows, Forecasting, Toys, Merchandising, Business Planning, Retail, Commercial Real Estate, Software Project...
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
MBA, Finance
University of Denver 1981 — 1983
BS,BA, Finance, Marketing
Colorado State University 1977 — 1979
General requirements
Corporate Finance Associates 2013 - Present
Integra Realty Partners,LLC 1999 - Present
Security Capital Strategic Group, Inc 1997 - 1999
Equity Group Investments,Inc 1990 - 1997
Trammell Crow Residential 1987 - 1990
LINCOLN INVESTMENTS 1982 - 1987
Skills
Real Estate Development, Disposition, Real Estate, Real Estate Economics, Leases, Real Estate Transactions, Real Estate Financing, Due Diligence, Investment Properties, Property Management, Entitlements, Investments, Mixed-use, Real Estate Private..., Land Acquisition, Valuation, Corporate Real Estate, Location Intelligence, Business Strategy, Business Turnaround, Strategic Planning, Business Finance, Mergers and Acquisitions, Portfolio Management, Operational Planning, Solution Development, Mergers & Acquisitions, Finance, Corporate Finance, Commercial Real Estate, Mergers, Asset Management, Acquisitions, Financial Analysis, Executive Management, Brokerage
Education
Duke University
MBA, Finance
SUNY-Oneonta
BS, Business Economics, High Honors
brazer and littell 2010 - Present
all maintenance co. April 2008 - Present
allied barton 2007 - 2012
bush 92 reelection 2000 - 2012
Ingersoll Rand Security Technologies 1992 - 2004
Corporate Finance Associates 1978 - 1979
Skills
Political Campaigns, Grassroots Organizing, Fundraising, Political Consulting, GOTV, Coalition Building, Opposition Research, Political Organization, Grassroots Campaigning, Field Organizing, Campaign Strategy, Grassroots Mobilization, Political Research, Politics, Public Speaking, Public Policy, Political Science, Public Affairs, Speech Writing, Leadership, Policy, Policy Analysis, Grassroots
Education
Siena College 1967 — 1971
bachelor of science, marketing class of 1971, 2.7 out of 4.0 deans list member in 1970.
University at Albany 1972 1967 — 1971
Business Administration and Management, General
amsterdam high school 1963 — 1967
academic, COLLEGE PREP
Corporate Finance Associates July 2013 - Present
Harbourton Group LLC October 2002 - July 2013
Internet Publishing Group December 1998 - October 2002
Dow Jones January 1982 - June 1998
United Press International September 1975 - January 1982
Education
Penn State University 1974 — 1975
MA
Davis and Elkins College 1969 — 1973
BS
Corporate Finance Associates August 2010 - Present
Arthur J. Gallagher & Co. June 2009 - August 2009
Skills
Business Valuation, Financial Analysis, Mergers, Business Acquisition, Business Strategy, Valuation, Networking, Corporate Development, Mergers & Acquisitions, Finance, Management, Private Equity, LBO, Venture Capital, M&A experience, Corporate Finance, Restructuring, Financial Modeling, Due Diligence, Private Placements, Marketing, Financial Structuring, Buyouts, Growth Capital, Divestitures, Investment Banking
Education
Morningside College 2006 — 2010
Bachelors of Science (Summa Cum Laude), Business Administration with Finance and Management Emphasis, Minor in Mathematics
I. Solomon Corporate Advisory Inc. March 2006 - Present
Corporate Finance Associates 1997 - 2004
Advanced Technology Fund 1995 - 2000
Superior-Crawford Sand & Gravel Ltd. March 1990 - February 1996
Corporate Finance Associates June 1986 - April 1992
Ian S. Soloman Barrister & Solicitor 1979 - 1986
Skills
Personal Branding, Coaching, Marketing, Entrepreneurship, Mergers, Legal Advice, Mediation, Leadership Development, Corporate Finance, Strategy, Venture Capital, Business Planning, Start-ups, Restructuring, Investments, Corporate Law, Business Development, Leadership, Time Management, Management Consulting, Small Business, Public Speaking, Strategic Planning, Team Building, Contract Negotiation, Executive Coaching, Training, Career Counseling, Mergers & Acquisitions, Business Strategy, Public Relations, Privacy Law, Dispute Resolution, Finance, Alternative Dispute..., Arbitration, Joint Ventures, Corporate Governance, Commercial Litigation, Administrative Law, International Law, Tax Law, Trusts, Appeals, Courts, Immigration Law, Insurance Law, Legal Writing
Education
McGill University 1975 — 1977
LL.B, Law
University of Cambridge 1973 — 1975
LL.M, Law
McGill University 1968 — 1972
B.A. (Hon.), Economics
Xcel Energy November 2014 - Present
Xcel Energy January 2012 - November 2014
Xcel Energy March 2007 - January 2012
Xcel Energy February 2006 - March 2007
Xcel Energy August 2003 - February 2006
Corporate Finance Associates January 1999 - August 2003
Skills
Program Management, Human Resources, Analysis, Staff Development, Deferred Compensation, Concur, Workers Compensation, Strategy, Administration, Budgets, Public Speaking, Administrative..., Administrative..., Business Process..., Business Analysis, Energy, Management, Training, Leadership, Process Improvement, Change Management, Strategic Planning, Project Management
Education
Regis University 2010 — 2016
Business Mgmt - Human Resources
Adams City Baptist School
InBalance PRO LLC 2009 - Present
Corporate Finance Associates 1997 - 2009
McFaul & Lyons, Inc. 1995 - 1996
The Geneva Companies 1984 - 1995
Merrill Lynch 1981 - 1984
Prudential Insurance Co. of America 1972 - 1981
Skills
Mergers, Corporate Finance, Valuation, Divestitures, Business Planning, Management Consulting, Business Strategy, Small Business, Start-ups, Entrepreneur, Marketing Strategy, Accounting, Corporate Development, Negotiation, Entrepreneurship, QuickBooks, Bookkeeping, Payroll Services, Networking, Mergers & Acquisitions, Strategic Planning, Finance, Leadership, Venture Capital, Strategy, Financial Analysis, Training, Banking, Marketing, Investments, Management, Consulting, Sales, Due Diligence, Portfolio Management, Fundraising, Business Valuation, Private Equity, Business Development, Exit Strategies, M&A experience, Acquisitions, Executive Management, Strategic Consulting, Financial Modeling, Restructuring, Private Placements, Turn Around Management, Angel Investing, Growth Capital
Education
Rutgers Graduate School of Business
MBA, Finance/Investments
Rutgers, The State University of New Jersey-New Brunswick
BA, Sociology/City Planning
The Walt Disney Company November 2013 - Present
The Xnergy Companies August 2013 - November 2013
California State University, Fullerton May 2012 - May 2013
California State University, Fullerton September 2011 - January 2013
Corporate Finance Associates February 2011 - May 2011
University of Kentucky May 2010 - May 2011
University of Kentucky Solar Car September 2008 - November 2009
Education
California State University, Fullerton 2011 — 2013
MBA, Finance
University of Kentucky 2008 — 2011
Bachelor of Business Administration, Finance
University of Kentucky 2008 — 2011
Bachelor of Science, Agricultural Economics
Glendale Community College 2006 — 2008
Business Administration
InterOcean Advisors LLC March 2014 - Present
Corporate Finance Associates March 2012 - April 2014
Morgan Stanley April 2011 - March 2012
Alpha Alternatives LLC April 2010 - April 2011
Jesup & Lamont May 2009 - April 2010
Skills
Mergers & Acquisitions, Venture Capital, Private Equity, Capital Markets, Financial Modeling, Financial Analysis, Alternative Investments, Finance, Investment Banking, Business Valuation, Business Strategy, Equities, Valuation, Corporate Development, Mergers, International M&A, Corporate Finance, Due Diligence, Capital Raising, Private Placements, Financial Advisory, M&A experience, Acquisitions, International Business, Derivatives, PIPE transactions, Regulation D, Business Analysis, IRR
Education
DePaul University 2005 — 2009
Marketing & Management Double Major, Concentrations in Sales/Leadership & Entrepreneurship
Northern Michigan Angels May 2011 - Present
Swift Energy Company May 2004 - Present
Cannon & Company CPAs PLC January 2004 - Present
Corporate Finance Associates January 2005 - June 2010
Miller Exploration Company May 1998 - December 2003
Plante & Moran 1995 - 1998
Skills
Strategic Planning, Mergers, Fundraising, Accounting, Business Strategy, New Business Development, Financial Analysis, Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Finance, Finance, Management Consulting, Business Planning, Real Estate, Investments, Due Diligence, Entrepreneurship, Change Management, Strategy, Business Development, Financial Modeling, Analysis, Auditing, Executive Management, Start-ups, Leadership, Valuation, Strategic Financial..., Budgets, Acquisitions, Corporate Development, Joint Ventures, Restructuring
Education
Ferris State University 1978 — 1982
Bachelor of Accounting, Accounting
Corporate Finance Associates February 1991 - Present
Direct Container Lines 1988 - 1991
PHH 1982 - 1988
Skills
mergers & acquisitions, Corporate Finance, Valuation, Financial Modeling, Business Transactions, Investment Banking, Private Placements, Mergers, Mergers & Acquisitions, M&A experience, Private Equity, Finance, Strategy, Entrepreneurship, Business Valuation, Divestitures, Venture Capital, Investments, Acquisitions, Securities, Corporate Development
Education
University of Cape Town 1971 — 1972
MBA, Finance
University of Cape Town 1966 — 1970
Chartered Accountant, Finance, Accounting
Corporate Finance Associates 2012 - Present
FORSBERG & COMPANY, INC 2010 - Present
COMMERZBANK AG 2004 - 2010
UPS CAPITAL CORPORATION 2000 - 2001
SOCIETE GENERALE S.A., CORPORATE & INVESTMENT BANKING 1995 - 1999
Skills
Corporate Finance, Investment Banking, Finance, Credit, Banking, Equities, Syndications, Leveraged Finance, Project Finance, Business Relationship..., Investments, Capital Markets, Cross Selling, Management, Risk Management, Venture Capital, Capital Structure, Credit Analysis, Loans, Strategy, Credit Risk, Sales Management, Commercial Banking, Start-ups, Commercial Lending, Financial Structuring, Asset Based Lending, Talent Acquisition, Trade Finance, Financial Advisory, Private Placements, Loan Origination, Sustainability, Leasing, Product Diversification, Expertise in strategic...
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA) in Banking & Finance, Banking and Finance
Andover Management Group August 2015 - Present
Andover Management Group January 2012 - Present
Spectrum Financial Alliance February 2010 - February 2012
Corporate Finance Associates May 2011 - July 2011
Skills
Finance, Real Estate Economics, Accounting, Financial Analysis, Multi Family Properties, Analysis, Microsoft Excel, PL Analysis, Budget, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Internal Controls
Education
Xavier University 2013 — 2015
Master of Business Administration (MBA)
University of Kentucky 2007 — 2011
B.S., Accounting
University of Kentucky 2007 — 2011
BBA, Finance
R-NAV, LLC April 2014 - Present
Corporate Finance Associates January 2014 - Present
Rice Alliance for Technology and Entrepreneurship 2005 - Present
QSpex Technologies, Inc. 2010 - December 2013
Essex Woodlands Health Ventures 2000 - December 2013
Accumetrics 2005 - October 2012
ROX Medical 2007 - 2012
Cancer Prevention and Research Institute of Texas 2010 - 2011
LipoSonix 2007 - 2008
Cynthia Doerr MD LLC 1996 - 2000
Skills
Hospitals, Mergers & Acquisitions, Venture Capital, Medical Devices, Restructuring, Pediatrics, Pharmaceutical Industry, Start-ups, Biotechnology, Healthcare, Technology Transfer, Commercialization, Strategy, Clinical Trials, Lifesciences, Clinical Development, Corporate Development, Strategic Partnerships
Education
Baylor College of Medicine
Pediatric Infectious Diseases
University of Nebraska College of Medicine
MD
University of Nebraska Medical Center, Pediatric Residency
University of Nebraska-Lincoln
Bachelor of Science, Biological Sciences
Corporate Finance Associates September 2010 - August 2011
KARP IMPEX NV, Antwerp - Belgium September 2006 - September 2007
CIMS International, Antwerp- Belgium April 2005 - August 2006
Vistar Electronics Pvt. Ltd - Pune, India 1989 - 2000
Skills
Establishing and..., Coordinating Events, Event Planning, Executive Calendar..., Meeting Scheduling, Managing Database, Project Coordination
Education
University of Pune 2011 — 2012
Master of Business studies, Marketing
University of Pune 2008 — 2011
Masters in Business Studies, Human Resources Management and Services
Govt Polytechnic Pune 1984 — 1987
Diploma in Electrical Engineering, Electrical
Colorado Mountain College 2011 - Present
Corporate Finance Associates 2008 - 2011
American National Bank 2006 - 2007
WestStar Bank 2005 - 2006
Wells Fargo Home Mortgage Capital Markets 1998 - 2005
Maritz, Inc. 1994 - 1998
Skills
Financial Analysis, Strategic Planning
Education
Columbia College
BS, Business Administration, Finance, Accounting
University of Missouri-Saint Louis
MBA, Business Administration, Finance
Corporate Finance Associates August 2009 - Present
Orange Coast Women's Medical Group, Inc. September 2005 - July 2009
Education
California State University-Fullerton
B.A., Criminal Justice
Corporate Finance Associates September 2006 - Present
Hoganson Venture Group, Inc. May 2004 - September 2006
Academy Associates LLC August 2001 - May 2004
Holophane Div. of NSI, Inc. August 1999 - August 2001
Holophane Corp. November 1996 - August 1999
Grumman Allied Industries, Inc. December 1988 - November 1996
U.S. Army/U.S. Army Reserves June 1971 - June 1992
Skills
Divestitures, Investment Banking, Mergers, Corporate Finance, Strategic Planning, Acquisitions, Private Equity, Finance, Private Placements, Securities, Business Acquisition, Executive Management, Recapitalizations, Exit Strategies, Venture Capital, Due Diligence, Negotiation, M&A experience, Strategy, Business Valuation, Capital, Valuation, Buyouts, Business Transactions, Corporate Development, Growth Capital, Selling Businesses, Buying Businesses, Middle Market, Financial Modeling, Licensing, Joint Ventures, Sell Side, Buy-side, Equities, Funding, LBO, Deal Sourcing, Financial Transactions, Series 7, Banking, Financing, Exit Planning, Buy-Side Engagements, Sell-Side Engagements, Deal Structuring, Debt, Transaction, Strategy Development, Capital Raising
Education
Harvard University 1976 — 1978
MBA, General Management
United States Military Academy at West Point 1967 — 1971
BS, General Engineering
CorpFin Partners January 2013 - Present
Corporate Finance Securities October 2010 - January 2013
Corporate Finance Associates January 2000 - January 2013
Skills
Valuation, Due Diligence, Financial Modeling, Restructuring, Mergers & Acquisitions, Finance, Investments, Divestitures, Strategy, Corporate Development, Executive Management, Financial Analysis, Venture Capital, Entrepreneurship, Capital Raising, Financial Structuring, Start-ups, Portfolio Management, Growth Capital, Business Strategy, Business Planning, Equities, Management Consulting, Capital Markets, Leadership, Securities, Management, LBO, Strategic Planning, Middle Market, Risk Management, Structured Finance, Project Finance, Mezzanine, Deal Sourcing, Energy, Banking, Investor Relations, IPO, Alternative Investments, Bonds, Real Estate, Financial Advisory, Private Placements, Sales, Acquisition Integration, Hedge Funds, Recapitalizations, Small Business, Asset Managment
Education
Harvard Law School 1992 — 1992
The Program on Negotiation, Certified Mediator
University of Houston 1972 — 1973
Master of Business Administration, Logistics & Supply Chain Management, Phi Kappa Phi
United States Merchant Marine Academy 1964 — 1968
Bachelor of Science, Marine Transportation, Highest Honors
Cummins Inc. November 2014 - Present
Cummins Inc. July 2013 - November 2014
University of Saint Thomas September 2011 - May 2013
Corporate Finance Associates June 2012 - July 2012
Banque de Credit de Bujumbura June 2007 - April 2011
Calyon Americas Corporate and Investment Bank September 2006 - December 2006
Heineken France March 2005 - September 2005
Societe Generale Corporate and Investment Banking July 2004 - December 2004
Skills
Word, Excel, PowerPoint, Access, SAP, Essbase, Credit Analysis, Microsoft Excel, Management, Credit
Education
University of St. Thomas - Opus College of Business 2011 — 2013
MBA, Finance
EDHEC Business School 2002 — 2006
Master's in Management, Finance
Exit Strategy Partners, LLC January 2015 - Present
Siliconic Home March 2015 - Present
Corporate Finance Associates June 2009 - May 2015
SmartStops.net 2009 - December 2012
Grand Teton National Park Foundation 2008 - September 2012
New Vista Holdings LP January 1995 - April 2009
The Madeira School September 1999 - June 2003
LDDS Metromedia Communications 1993 - 1994
ICS Information Technologies 1981 - 1994
American Management Systems, a CGI company June 1978 - June 1981
Education
University of South Carolina-Columbia 1973 — 1978
Master of Science, Computer Science
University of Madras 1971 — 1972
Economics
FINRA Licenses & Certifications
Series 7, 63, 24, 79 & 99
Kingdom Partner Solutions, LLC January 2010 - Present
Corporate Finance Associates January 2012 - Present
Airdrome Precision Components, a PCC Company October 2008 - September 2009
Airdrome Holdings, LLC January 1982 - September 2008
Skills
Entrepreneur, Start-ups, Exit Strategies, Mergers, Strategic Planning, Acquisitions, Recapitalizations, Aerospace, Angel Investing, Business Planning, Business Strategy, Coaching, Contract Negotiation, Divestitures, Due Diligence, Entrepreneurship, Executive Coaching, Executive Management, Finance, Financial Modeling, Fundraising, Investment Banking, Investments, Leadership, Marketing, Management, Mergers, New Business Development, Organizational..., Portfolio Management, Private Equity, Real Estate, Small Business, Strategy, Turn Around Management, Venture Capital, Strategic Financial..., Public Speaking, Team Building, Consulting, Leadership Development, Nonprofits, Mergers & Acquisitions
Education
California State University-Long Beach - College of Business Administration 1984 — 1987
Master of Business Administration (M.B.A.), Business
University of Oklahoma - Price College of Business 1976 — 1978
Bachelor of Business Administration (B.B.A.), Business
Northeastern Oklahoma A&M College 1974 — 1976
Associate's degree, Business Administration and Management, General
TD Bank Group August 2011 - Present
The Sawyer Street Company November 2009 - November 2010
IW Financial October 2008 - June 2009
The Eagle Point Companies January 2008 - September 2008
Corporate Finance Associates April 2005 - January 2008
Skills
Investments, Asset Managment, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Strategic Planning, Mergers & Acquisitions, Strategy
Education
University of Southern Maine - School of Business 2003 — 2007
MBA
University of Southern Maine - Edmund S. Muskie School of Public Service 2002 — 2003
Graduate Certificate, Community Planning and Development
University of Arizona 1992 — 1996
BA, Geography
Forbes Mergers & Acquisitions December 2012 - Present
IBG [International Business Group, Ltd.] July 1992 - November 2012
Corporate Finance Associates 1987 - 1992
M&A International, Inc. 1981 - 1987
Ernst & Young 1969 - 1980
Skills
Mergers, Valuation, Due Diligence, Capital Formation, Investment Banking, Corporate Finance, Financial Modeling, Investments, Financial Analysis, M&A experience, Corporate Development, Business Strategy, Private Equity, Business Valuation, Strategic Planning, Growth Capital, Capital Structure, Exit Strategies, Recapitalizations, Management Consulting
Education
Iowa State University
Bachelor of Science
Marquette Associates January 2015 - Present
Marquette Associates July 2014 - December 2014
Marquette Associates July 2012 - July 2014
Corporate Finance Associates June 2011 - August 2011
Lakeview Equity January 2011 - June 2011
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration, Finance, Economics
XpenseSolutions Energy Advisory Services March 2005 - Present
FirstEnergy Solutions / FirstEnergy Corp. March 2004 - March 2005
The Brewer-Garrett Company September 1999 - March 2004
CPS Utilities, LTD., July 1996 - September 1999
Meridian Marketing / Phoenix Energy Sales Company November 1994 - July 1996
Xenergy, Inc December 1992 - November 1994
Entrade Coporatoin / Tenneco Gas Marketing November 1990 - November 1992
Corporate Finance Associates January 1986 - October 1990
Skills
Market Planning, Analysis, Strategic Planning, Integration, Restructuring, Strategic Leadership, Finance, Construction, Policy, Joint Ventures, Government, Financial Analysis, Business Analysis, Operational Excellence, Gas, Advertising, Energy, Renewable Energy, Team Building, New Business Development, Consulting, Energy Conservation, Business Development, Business Planning, Business Strategy, Contract Negotiation, Leadership, Management, Negotiation
Education
Baldwin Wallace University 1984 — 1987
BA, Business Administration
Fuel Freedom Foundation July 2014 - Present
Lexipol December 2010 - August 2013
Stray Cat Alliance August 2010 - December 2011
Corporate Finance Associates October 2008 - November 2010
Evans Roofing Co., Inc. 2003 - 2006
Ingram Micro 1996 - 1998
Irvine Ranch Water District 1996 - 1997
Advanced Sterilization Products-a Division of Johnson & Johnson 1990 - 1991
Truesdail Laboratories 1988 - 1990
Skills
Social Media, Marketing, Business Development, Management, Advertising, Lead Generation, Strategic Planning, Non-profits, Sales, Social Media Marketing
Education
California State University-Long Beach 1984 — 1987
B.A.
Orange Coast College 1981 — 1983
A.A.
Acalanes High School 1976 — 1980
Corporate Finance Associates 2008 - Present
Corporate Finance Securities, Inc. 2008 - Present
Warchest Capital 2003 - Present
Optiglobe January 2000 - December 2003
General Electric 1995 - 2000
Skills
Mergers, Corporate Finance, Valuation, Investment Banking, Capital Markets, Investments, Business Strategy, Emerging Markets, Portfolio Management, Financial Structuring, Equities, Joint Ventures, Business Development, Project Finance, Structured Finance, Venture Capital, Private Equity, Finance, Corporate Development, Growth Capital, Mergers & Acquisitions, Capital, Private Placements, Divestitures, Business Valuation, Due Diligence, M&A experience, Restructuring, Capital Raising, LBO, Acquisitions, Funding, Buyouts, Mezzanine, Angel Investing, Deal Sourcing, IPO, Exit Strategies, Strategy, Management, Start-ups
Education
American University Washington College of Law
Harvard Business School
The London School of Economics and Political Science (LSE)
York University
Corporate Finance Associates March 2008 - Present
Law Office of Brian Ballo 1990 - 2015
Law Office of Brian Ballo 1990 - 2015
Marino Capital Partners May 2001 - February 2006
Hunter Wise Financial Group 1998 - 2000
Skills
Corporate Finance, Legal Compliance, Factoring, Private Equity, Investment Banking, Valuation, Debt, Investments, Business Development, Financial Services, Mergers & Acquisitions, IPO, Capital, M&A experience, Acquisitions, Finance, Real Estate, Banking, Financial Structuring, Loans, Funding, Management, Corporate Development, Restructuring, Due Diligence, Credit, Start-ups, Securities, Mergers, Venture Capital, Divestitures, Private Placements, Equities, Structured Finance, Corporate Law, Negotiation, Business Valuation, Joint Ventures, Strategy, Capital Markets, Entrepreneurship, Equity Capital Markets
Education
University of San Diego School of Law 1988 — 1990
LL.M., tax
California Western School of Law 1982 — 1985
JD, Corporations
University of Michigan 1974 — 1978
BA, English
USC Alumni Club of the Orange County Beach Cities April 2013 - Present
South Coast Plaza March 2013 - Present
USC Alumni Club of Newport - Irvine June 2010 - April 2013
Corporate Finance Associates January 2011 - March 2013
Western Asset Management March 2011 - June 2011
The Magellan Group May 2007 - January 2011
USC Alumni Club of Newport - Irvine June 2007 - June 2010
Marcus & Millichap July 2006 - May 2007
Boardwalk Realty May 2004 - June 2006
Skills
Finance, Investment Properties, Mergers & Acquisitions, Property Management, Investments, Portfolio Management, Contract Negotiation, Business Development, Valuation, Real Estate Economics, Marketing, Real Estate, Entrepreneurship, Budgets, Asset Management, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Real Estate Development, Microsoft Excel, Asset Managment, Private Equity, Brokerage, Leases, Real Estate Transactions, Commercial Real Estate, Lease Administration, Leasing, Lease Negotiations, Commercial Real Estate..., Capital Markets, Loans, Management
Education
University of Southern California 2002 — 2006
B.S., Business (Concentration in Finance, Real Estate Finance & Development)
Edison High School 1998 — 2002
Utilities International, Inc. June 2013 - Present
Corporate Finance Associates December 2010 - June 2013
Northern Trust July 2008 - November 2010
Illinois Business Consulting December 2007 - June 2008
Finance Club & MBSA February 2006 - May 2008
University of Illinois Leadership Conferences September 2004 - November 2007
Skills
Investment Banking, Bloomberg, Word, Accounting, Bonds, Database Administration, Excel, VBA, PowerPoint, Research, SQL, French, Lotus Notes, Quantitative Analysis, Hindi, PHP, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Due Diligence, Market Research, Financial Reporting, Data Analysis, Economics, Investments, Analysis, Microsoft Office, Business Valuation, Private Equity, Venture Capital, Finance, Microsoft Excel
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S., Economics, Finance
William Fremd High School
The Oil Council March 2014 - Present
PLS Inc March 2011 - February 2014
Corporate Finance Associates May 2010 - March 2011
Skills
Macroeconomics, Business Planning, Statistics, Mergers & Acquisitions, Corporate Finance, International Business, Financial Modeling, Finance, Business Development, Financial Markets, Quantitative Analytics, Econometrics, Managerial Finance, Leadership, Strategic Planning, Accounting, Natural Gas
Education
Rice University 2007 — 2011
B.A in Economics and Political Science
Corporate Finance Associates Office ManagerSupreme Air, LLCAugust 2009 - Present
Education
University of Houston
Ameritas April 2012 - Present
deSha's Restaurant May 2010 - August 2011
Corporate Finance Associates February 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Social Media, Public Speaking, Customer Service, Entrepreneurship, Insurance, Mathematics, Physics, Statistics, Probability, Calculus, Actuarial Science
Education
University of Kentucky 2006 — 2011
Bachelor of Science, Economics
Corporate Finance Associates January 2012 - Present
Corporate Finance Securities June 2010 - Present
Corporate Finance Associates September 2010 - January 2012
Corporate Finance Associates May 2005 - September 2010
Skills
Private Equity, Investment Banking, Valuation, Mergers, Private Placements, Financial Modeling, Business Valuation, Due Diligence, Venture Capital, Corporate Finance, Growth Capital, Recapitalizations, M&A experience, Capital Markets, Mergers & Acquisitions, Start-ups, Divestitures, LBO
Education
Elmhurst College
Bachelor of Science, Finance
Corporate Finance Associates October 2009 - Present
First Landmark Bank June 2014 - Present
Mike Cottrell College of Business - Unversity of North Georgia January 2012 - Present
Mercer University - Stetson School of Business and Economics March 2015 - Present
Pegasus Partners LLC May 2004 - October 2009
Canam Ventures Company May 2005 - November 2008
MedSelect July 2001 - May 2004
Integrated Energy Services June 1998 - June 2001
Holiday Inn September 1990 - May 1997
Pilot Mortgage Company 1988 - 1990
Skills
Mergers, Start-ups, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Financial Modeling, Joint Ventures, Valuation, Finance, Business Planning, Restructuring, Management Consulting, Mergers & Acquisitions, Business Strategy, Strategy, Investment Banking, Equities, Securities, Investments, Entrepreneurship, Strategic Planning, Private Placements, Management, Divestitures, Real Estate, M&A experience, Business Valuation, Corporate Development, Acquisitions, Executive Management, Emerging Markets, Portfolio Management, Capital, Capital Markets, Funding, Financial Structuring, Financial Analysis, Financial Reporting, IPO, Capital Raising, Recapitalizations, Structured Finance, Alternative Investments, Negotiation
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2013
Doctor of Business Administration
McGill University 1976 — 1983
Hons BA, Joint LLB/MBA
Upper Canada College 1970 — 1974
Corporate Finance Associates June 2007 - Present
Dixon Hughes PLLC 2005 - 2007
Global Strategies Group 2003 - 2005
Skills
Investment Banking, Valuation, Business Valuation, Private Equity, Financial Modeling, Corporate Finance, Mergers & Acquisitions
Education
University of Tennessee-Knoxville 1996 — 2000
BA
Christian Brothers University
Flashpoint Agency November 2005 - Present
MetroTech Net (IntelliSection) October 2013 - Present
Corporate Finance Associates April 2012 - April 2014
MetroTech Net (IntelliSection) 2013 - 2014
Street Capital May 2010 - April 2012
Tektronik Productions January 2001 - October 2005
Internap May 2003 - August 2003
Cobb County Board of Education January 1999 - January 2003
The Hartford Insurance Group June 1997 - May 1999
Skills
Business Development, Strategic Planning, Finance, Marketing, Information Technology, Mergers, Venture Capital, Start-ups, Entrepreneurship, Entrepreneur, Business Strategy, Strategic Partnerships, Strategy, Financial Modeling, Due Diligence, Investment Banking, Executive Management, Private Equity, Restructuring, Leadership, Valuation, Funding, Corporate Development, Corporate Finance, Mergers & Acquisitions, Capital Markets, Professional Mentoring, Management Consulting, Divestitures, Financial Analysis, IPO, Project Finance, Capital, Investments, Equities, Financial Services, Emerging Markets, Business Valuation, Investor Relations, Business Planning, Negotiation, Turn Around Management, Acquisitions, Joint Ventures, M&A experience, Private Placements, Structured Finance, Alternative Investments, Financial Structuring, Angel Investing
Education
Emory University - Goizueta Business School 2002 — 2005
BBA, Marketing, Information Systems
George Walton High School 1998 — 2002
Fairfield Commercial June 2014 - Present
Destination Downtown Lancaster January 2008 - Present
Fairfield Commercial September 2009 - June 2014
NAI Ohio Equities August 2008 - September 2009
Corporate Finance Associates September 2004 - February 2008
EDS 1986 - 2003
Electronic Data Systems 1973 - 2003
US Marine Corps September 1968 - November 1973
Skills
Mergers, Business Planning, Strategic Planning, Valuation, Mergers & Acquisitions, Team Building, Business Development, Management Consulting, Negotiation, Start-ups, New Business Development, Small Business, Economic Development, Business Strategy, Entrepreneurship, Marketing
Education
Miami University 1965 — 1968
American Society of Plastic Surgeons March 2015 - Present
Program and Project Consulting September 2012 - March 2015
Dex Media, Inc. November 2012 - May 2013
Illinois Primary Health Care Association January 2010 - October 2012
Corporate Finance Associates September 2006 - July 2009
Ada S. McKinley Community Services, Inc. October 2000 - June 2004
Loyola University Center for Urban Research and Learning August 1999 - October 2000
American Academy of Pediatrics July 1996 - August 1999
American Academy of Pediatrics July 1993 - July 1996
American Academy of Pediatrics July 1991 - July 1993
Skills
Program Management, Committee Management, Writing, Research, Curriculum Development, Teaching, Grant Writing, Marketing Communications, Non-profit..., Community Outreach, Behavioral Health, Community Health, Project Management, Policy Analysis
Education
Loyola University of Chicago 1995 — 2000
Master of Arts (MA), Sociology
Roosevelt University 1992 — 1994
School of Policy and Administrative Studies
Dominican University 1988 — 1991
Bachelor of Arts (B.A.), Double Major: Business Administration and Sociology
University of Tulsa August 2011 - Present
Corporate Finance Associates (CFA) March 2003 - Present
XETA Technologies, Inc February 2008 - May 2011
Corporate Finance Associates February 2007 - February 2009
Flint Engineering & Construction November 1992 - May 1997
Vantage Point Energy May 1980 - September 1992
Skills
Recapitalizations, Business Valuation, Business Analysis, Turn Around Management, Performance Metrics, Private Equity, Valuation, Mergers & Acquisitions, Corporate Finance, Entrepreneurship, Securities, Due Diligence, Corporate Law, Acquisitions, Mergers, Acquisition Integration
Education
Northwestern University - Kellogg School of Management 1975 — 1977
MBA, Finance & Accounting
Pittsburg State University 1963 — 1967
B.S., Applied Mathematics
Georgetown University Law Center October 2008 - Present
Corporate Finance Associates 2006 - 2008
Education
Eastern Michigan University 1990 — 1992
Self Employed September 2015 - Present
Hilton Worldwide May 2014 - September 2015
Hilton Worldwide January 2013 - May 2014
Hilton Garden Inn March 2012 - December 2012
Alabama Citizens for Constitutional Reform Foundation March 2008 - July 2011
Corporate Finance Associates February 2011 - March 2011
Wachovia Bank June 2005 - June 2007
SouthTrust Bank October 1996 - June 2005
AmSouth Bank 1994 - October 1996
Skills
Social Media, Event Planning, Project Management, Non-profits, Webmaster Services, Banking, Marketing Communications, Strategic Planning, Marketing, Corporate Communications, Social Media Marketing
Education
University of Alabama at Birmingham 1995 — 1996
Masters, Busines Administration
Auburn University 1987 — 1991
BS, Marketing
Corporate Finance Associates September 2012 - Present
Woodhull Capital Advisors, LLC January 2010 - September 2012
Cedar Lane Asset Management, LLC February 2006 - January 2010
Octagon Asset Management, LLC March 2002 - February 2006
Alliance Group Services, Inc. January 2000 - October 2001
Windels Marx Lane & Mittendorf, LLP January 1998 - January 2000
Rosenman & Colin July 1995 - February 1998
Katten Muchin & Zavis September 1993 - June 1995
Shearman & Sterling LLP September 1989 - March 1992
NFIB June 1984 - August 1986
Skills
asset-based lending, entertainment investing, fund management, Risk Management, Start-ups, Commodity, Leadership, Alternative Investments, Private Equity, Venture Capital, Hedge Funds, Due Diligence, Capital Markets, Equities, Investments, Derivatives, Mergers, Corporate Finance, Fund Of Funds, Entertainment, Asset Managment, Mergers & Acquisitions, Asset Management, Strategy, Asset Based Lending, Loans, Finance, Investment Banking, Trading, Portfolio Management, Structured Finance, Financial Structuring, Credit
Education
Washington and Lee University School of Law 1986 — 1989
JD, Law
Kenyon College 1977 — 1981
BA, History
Gould Academy 1973 — 1977
Steel Valley Authority 1999 - Present
Value-Added Associates, Inc. 1990 - 1998
Corporate Finance Associates 1986 - 1990
The Snowshoe, Inc. 1981 - 1986
Skills
Mergers, Organizational..., Restructuring, Economic Development, Business Planning, Strategic Planning, Exit Strategies, Management Consulting, Due Diligence, Executive Management, Corporate Finance, Business Strategy, Investments, Start-ups, Program Management, Mergers & Acquisitions, Entrepreneurship, Nonprofits, Business Development, Budgets, Analysis, Strategy, Corporate Development, Venture Capital, Consulting, Strategic Consulting, Business Valuation, Turn Around Management, Private Equity, Finance, Acquisition Integration, Investor Relations, Managerial Finance, Workforce Development, Financial Modeling, Policy, Financial Analysis, Public/private..., Grants, Grant Administration
Education
Robert Morris University
BSBA, Finance, Accounting
Quaker Valley 1975 — 1977
Kensington Strategies 2014 - Present
Catholic Social Services of Columbus 2002 - 2014
Corporate Finance Associates 2001 - 2002
Nationwide Childrens Hospital Foundation 1997 - 2001
The Columbus Foundation 1993 - 1997
Skills
Fundraising, Program Development, Grant Writing, Annual Giving, Event Planning, Planned Giving, Volunteer Management, Non-profits, Event Management, Philanthropy, Stewardship, Newsletters, Community Outreach, Proposal Writing, Public Relations, Board Development, Budgeting, Strategic Planning, Public Speaking, Team Building, Writing, Donor Relations, Problem Solving, Leadership Development, Marketing Communications, Marketing Strategy, Community Relations, Coaching, Media Relations, Advertising, Direct Marketing, Annual Reports, Publicity, Special Events, Campaign Strategies, Grants, Nonprofit Leadership, Non-profit Development, Individual Giving, Strategic Communications, Press Releases, Sponsorship, Non-profit..., Resource Development, Board Relations, Internal Communications, Event Marketing, Nonprofits, Capital Campaigns, Social Services
Education
Regis University 2008 — 2009
Master Certificate in Nonprofit Management, Leadership Development/Program Management, 4.0
Bowling Green State University
Bachelor in Business Administration, Marketing and Advertising
Bishop Watterson High School
Rackspace May 2014 - Present
Frost Bank February 2012 - May 2014
USAF Services October 2010 - February 2012
Corporate Finance Associates 2008 - 2008
Sears Holdings Corporation 2007 - 2008
Inland Press Association 2007 - 2007
Society of Actuaries 2002 - 2006
Sears, Roebuck and Co. March 2000 - June 2001
Sears, Roebuck and Co. January 1997 - March 2000
Skills
Social Media, Editing, Public Relations, Marketing Communications, Newsletters, Content Strategy, Copywriting, Online Marketing, Nonprofits, Editorial, Copy Editing, Web Content, Magazines, Content Management, Publications, Proofreading, Web Content Management, Digital Media, Facebook, SEO, Email Marketing, Content Development, Corporate Communications, Strategic Communications, Press Releases, Journalism, Integrated Marketing, Social Media Marketing, Web Development, Publishing, Media Relations, User Experience, Creative Writing, Marketing Strategy, Creative Strategy, CMS, Digital Marketing, Digital Strategy, Online Advertising, Marketing, Social Networking, Direct Marketing, Web Analytics, Feature Articles, Technical Writing, AP Style, Advertising, Management, Content Marketing, InDesign
Education
University of Mississippi 1988 — 1990
Master of Arts, Journalism
Univision Communications Inc. November 2013 - Present
Lionsgate June 2010 - September 2013
Kelly Holdings June 2009 - June 2010
Corporate Finance Associates June 2008 - May 2009
Waddell & Reed January 2008 - June 2008
Skills
Wall Street Prep:...
Education
University of California, Irvine
Corporate Finance Associates December 2010 - Present
Precision Sales/PIK Power, Inc. 2000 - March 2011
CCS, Inc. 1997 - 2000
GE Capital Fleet Services 1995 - 1997
Skills
Mergers, Valuation, Financial Modeling, Entrepreneurship, Corporate Finance, Marketing, Mergers & Acquisitions
Education
California State University-Long Beach - College of Business Administration 1996 — 1999
MBA, Marketing, Business Administration
University of Colorado Boulder - Leeds School of Business 1986 — 1990
B.S., Finance, Business Administration
CFO Systems LLC June 2010 - Present
Supertel Hospitality, Inc January 2004 - December 2009
Corporate Finance Associates January 1995 - January 2004
HGH Associates LTD January 1992 - January 1995
Gerhold Companies January 1978 - January 1992
KPMG January 1968 - January 1978
Skills
Mergers, Contract Negotiation, Mergers & Acquisitions, Start-ups, Management Consulting, Strategic Planning, Accounting, Executive Management, Management, Entrepreneurship, Banking, Auditing, Team Building, Financial Analysis, Finance, Corporate Finance
Education
Creighton University
MBA, Business Administration
University of Nebraska at Omaha
BS, Business Administration
D Sinclair Shoes December 2014 - Present
HID Global January 2014 - October 2014
On The Wall Gallery & Frames December 2011 - December 2013
Leopard Capital LP June 2011 - August 2011
Bainbridge Capital January 2011 - April 2011
Corporate Finance Associates June 2010 - August 2010
Irvine Unified School District July 2008 - September 2008
Education
University of California, San Diego 2007 — 2011
B.A., Economics
The University of Hong Kong 2009 — 2010
Economics and Finance
National Institute for Trial Advocacy April 2013 - Present
Wunderdog Sports, LLC May 2008 - April 2013
Rocky Mountain Packaging January 2001 - August 2007
Corporate Finance Associates November 1999 - January 2001
Red Robin September 1994 - November 1999
Skills
Email Marketing, HTML, XML, Web Design, User Experience, CMS, OS X, Windows, Access, Troubleshooting, Program Management, Management, Outlook, Wordpress, HTML 5, Web Development, Windows 7, SEO, CSS3, twitter bootstrap, Social Networking
Education
University of Colorado Denver 1996 — 2002
Bachelor of Arts (BA), Communication and Media Studies
University of Colorado 1994 — 2000
Bachelor of Fine Arts, Communication
Calabasas Capital, LLC June 2015 - Present
San Marino Grill January 2014 - Present
MassMutual Financial Group July 2013 - July 2015
Corporate Finance Associates June 2014 - August 2014
Skills
Securities, Financial Services, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Investments, Wealth Management, Retirement, Microsoft Excel, Series 7, Fixed Annuities, Asset Allocation, Financial Advisory, Series 63, Financial Planning, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Hedge Funds
Education
Azusa Pacific University
Finance