CTC Consulting
Industry: Company
DescriptionFounded: 1993 Parent organization: MyCFO
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CTC Consulting Employees
Employee
Years
Job
Industry
Bryan Carr Bryan Carr's CTC Consulting Experience December 2009 - December 2012
Job Operations Associate at GW Capital, Inc
Industry Financial Services
Experience
GW Capital, Inc January 2013 - Present
CTC Consulting December 2009 - December 2012
Morgan Stanley September 2007 - November 2008
CTC Consulting June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Equities, Financial Modeling, Investments, Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Access, Asset Managment, Portfolio Management, Asset Management
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts
GW Capital, Inc January 2013 - Present
CTC Consulting December 2009 - December 2012
Morgan Stanley September 2007 - November 2008
CTC Consulting June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Equities, Financial Modeling, Investments, Financial Analysis, Private Equity, Alternative Investments, Asset Allocation, Access, Asset Managment, Portfolio Management, Asset Management
Education
Portland State University - School of Business 2004 — 2009
Bachelor of Arts
Heather Perrier Heather Perrier's CTC Consulting Experience May 2006 - September 2011
Job Bartender at Mancave
Industry Medical Devices
Experience
Mancave October 2013 - Present
Brickyard March 2013 - October 2013
CTC Consulting May 2006 - September 2011
University of Maine June 2008 - December 2008
Education
University of Maine 2004 — 2008
BS, Biology
Mancave October 2013 - Present
Brickyard March 2013 - October 2013
CTC Consulting May 2006 - September 2011
University of Maine June 2008 - December 2008
Education
University of Maine 2004 — 2008
BS, Biology
Rex Kim's CTC Consulting Experience October 2003 - January 2012
Job Investment Management Professional
Industry Investment Management
Experience
Tallwoods Partners, LLC January 2015 - Present
Common Sense Investment Management January 2012 - October 2013
CTC Consulting October 2003 - January 2012
Headwaters Capital 1995 - 2003
MDNH Partners 1994 - 1995
Skills
Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management
Education
Carleton College 1989 — 1993
Bachelor of Arts (B.A.), English Literature
Tallwoods Partners, LLC January 2015 - Present
Common Sense Investment Management January 2012 - October 2013
CTC Consulting October 2003 - January 2012
Headwaters Capital 1995 - 2003
MDNH Partners 1994 - 1995
Skills
Asset Management, Hedge Funds, Alternative Investments, Investments, Portfolio Management
Education
Carleton College 1989 — 1993
Bachelor of Arts (B.A.), English Literature
Jake Parks Jake Parks's CTC Consulting Experience August 2008 - January 2009
Job Product Marketing Manager Football at adidas
Industry Sporting Goods
Experience
adidas January 2013 - Present
adidas June 2012 - December 2012
adidas June 2011 - May 2012
adidas July 2010 - May 2011
adidas January 2010 - June 2010
Edward Jones January 2009 - January 2010
CTC Consulting August 2008 - January 2009
Sommers Financial Management June 2008 - August 2008
Skills
Sports Marketing, Sales, Sports, Training, Product Development, Retail, Football, Sales Management, Merchandising, Marketing, Product Marketing, Visual Merchandising, Apparel, Sponsorship, Direct Sales, Brand Management, Brand Development, Marketing Strategy, Footwear, Social Media Marketing
Education
University of Puget Sound 2004 — 2008
Finance, American History
adidas January 2013 - Present
adidas June 2012 - December 2012
adidas June 2011 - May 2012
adidas July 2010 - May 2011
adidas January 2010 - June 2010
Edward Jones January 2009 - January 2010
CTC Consulting August 2008 - January 2009
Sommers Financial Management June 2008 - August 2008
Skills
Sports Marketing, Sales, Sports, Training, Product Development, Retail, Football, Sales Management, Merchandising, Marketing, Product Marketing, Visual Merchandising, Apparel, Sponsorship, Direct Sales, Brand Management, Brand Development, Marketing Strategy, Footwear, Social Media Marketing
Education
University of Puget Sound 2004 — 2008
Finance, American History
Drew Pinson Drew Pinson's CTC Consulting Experience July 2008 - June 2009
Job Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
BlackRock May 2011 - July 2012
Cogent Valuation June 2009 - May 2011
CTC Consulting July 2008 - June 2009
U of O Investment Group October 2005 - June 2008
UBS Wealth Management June 2006 - September 2006
Education
University of Oregon 2004 — 2008
BS with Honors, Business Administration
BlackRock August 2012 - Present
BlackRock May 2011 - July 2012
Cogent Valuation June 2009 - May 2011
CTC Consulting July 2008 - June 2009
U of O Investment Group October 2005 - June 2008
UBS Wealth Management June 2006 - September 2006
Education
University of Oregon 2004 — 2008
BS with Honors, Business Administration
Kyle Kobelin's CTC Consulting Experience June 2006 - September 2006
Job Finance Integration Manager at Lattice Semiconductor
Industry Computer Software
Experience
Lattice Semiconductor February 2015 - Present
Tripwire July 2014 - February 2015
Lattice Semiconductor October 2011 - July 2014
Lattice Semiconductor October 2009 - October 2011
Comcast Cable March 2009 - October 2009
CTC Consulting June 2006 - September 2006
Skills
Planning Budgeting &..., Financial Analysis, Financial & Operational..., Variance Analysis, Hyperion Planning, Essbase, Microsoft Office, Process Improvement, Six Sigma, Team Building, Forecasting, Hyperion Enterprise, Analysis, Business Analysis, Finance, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Arts (BA), Accounting and Finance
Lattice Semiconductor February 2015 - Present
Tripwire July 2014 - February 2015
Lattice Semiconductor October 2011 - July 2014
Lattice Semiconductor October 2009 - October 2011
Comcast Cable March 2009 - October 2009
CTC Consulting June 2006 - September 2006
Skills
Planning Budgeting &..., Financial Analysis, Financial & Operational..., Variance Analysis, Hyperion Planning, Essbase, Microsoft Office, Process Improvement, Six Sigma, Team Building, Forecasting, Hyperion Enterprise, Analysis, Business Analysis, Finance, Budgets
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Arts (BA), Accounting and Finance
Patrick Parisi Patrick Parisi's CTC Consulting Experience March 2004 - June 2012
Job Director, Investment Advisory Services at CTC | myCFO. A part of BMO Financial Group.
Industry Investment Management
Experience
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
CTC myCFO June 2012 - Present
RiverWoods at Exeter 2009 - 2013
CTC Consulting March 2004 - June 2012
Greycourt September 2001 - February 2004
Monticello Associates January 2001 - September 2001
New England Pension Consultants 1998 - 2000
Prime, Buchholz & Associates January 1995 - October 1998
Skills
Investment Advisory..., Manager Selection, Asset Allocation, Asset Managment, Hedge Funds, Alternative Investments, Investments, Private Equity, Portfolio Management, Equities, Financial Modeling, Investment Strategies, Investment Management, Mutual Funds, Fixed Income, Asset Management, Wealth Management, Investment Advisory
Education
University of New Hampshire 1993 — 1996
BS, Business Administration
Salem High School 1989 — 1992
Jonny (Jonathan) Lach Jonny (Jonathan) Lach's CTC Consulting Experience 1995 - 1998
Job at Albourne America
Industry Investment Management
Experience
Albourne America August 2010 - Present
BlueStar Capital Management 2002 - August 2010
Mezzacappa Management 2000 - 2002
Winter Capital 1998 - 2000
CTC Consulting 1995 - 1998
Millburn 1993 - 1995
Education
The University of Chicago - Booth School of Business 1981 — 1985
MBA
University of Chicago Law School 1981 — 1985
JD
University of Virginia 1977 — 1981
BS, Finance
Albourne America August 2010 - Present
BlueStar Capital Management 2002 - August 2010
Mezzacappa Management 2000 - 2002
Winter Capital 1998 - 2000
CTC Consulting 1995 - 1998
Millburn 1993 - 1995
Education
The University of Chicago - Booth School of Business 1981 — 1985
MBA
University of Chicago Law School 1981 — 1985
JD
University of Virginia 1977 — 1981
BS, Finance
Chris Cowell Chris Cowell's CTC Consulting Experience April 1992 - Present
Job CTC consulting
Industry Sporting Goods
Experience
Squaw Valley Ski Holdings December 2010 - Present
CTC Consulting April 1992 - Present
Sentury Snowboards April 2004 - December 2011
D'Andrea Golf Club July 2009 - February 2010
Anchors August 2007 - November 2008
Nitro Snowboards November 2001 - May 2004
Plumpjack Squaw Valley December 1999 - November 2002
Morrow Snowboards March 1992 - May 2002
Skills
Marketing Strategy, Social Media Marketing, Product Development, Brand Development, Marketing, Event Management, Social Media, Trade Shows, Advertising, Sales Management, Merchandising, Retail, Brand Management, Photography, Product Marketing, Strategy, Sales, Social Networking, Creative Direction
Education
New England Culinary Institute 1998 — 2000
AOS, Culinary Arts
Squaw Valley Ski Holdings December 2010 - Present
CTC Consulting April 1992 - Present
Sentury Snowboards April 2004 - December 2011
D'Andrea Golf Club July 2009 - February 2010
Anchors August 2007 - November 2008
Nitro Snowboards November 2001 - May 2004
Plumpjack Squaw Valley December 1999 - November 2002
Morrow Snowboards March 1992 - May 2002
Skills
Marketing Strategy, Social Media Marketing, Product Development, Brand Development, Marketing, Event Management, Social Media, Trade Shows, Advertising, Sales Management, Merchandising, Retail, Brand Management, Photography, Product Marketing, Strategy, Sales, Social Networking, Creative Direction
Education
New England Culinary Institute 1998 — 2000
AOS, Culinary Arts
Brooke Pollack, CFA's CTC Consulting Experience October 2008 - December 2011
Job Associate at Greenspring Associates
Industry Venture Capital & Private Equity
Experience
Baltimore Chamber Orchestra January 2015 - Present
Greenspring Associates July 2014 - Present
Hamilton Lane July 2012 - June 2014
CTC Consulting October 2008 - December 2011
Oregon State Investment Group June 2007 - June 2008
Riverlake Partners June 2007 - September 2007
Portland Beavers June 2005 - August 2005
Skills
Portfolio Management, Private Equity, Investments, Financial Modeling, Due Diligence, Alternative Investments, Venture Capital, Asset Allocation, Equities, Asset Managment, Equity Research, Finance, Investment Strategies, Valuation, Hedge Funds, Capital IQ
Education
Oregon State University 2006 — 2008
BS, Business (Finance)
University of Puget Sound 2003 — 2005
Business
Baltimore Chamber Orchestra January 2015 - Present
Greenspring Associates July 2014 - Present
Hamilton Lane July 2012 - June 2014
CTC Consulting October 2008 - December 2011
Oregon State Investment Group June 2007 - June 2008
Riverlake Partners June 2007 - September 2007
Portland Beavers June 2005 - August 2005
Skills
Portfolio Management, Private Equity, Investments, Financial Modeling, Due Diligence, Alternative Investments, Venture Capital, Asset Allocation, Equities, Asset Managment, Equity Research, Finance, Investment Strategies, Valuation, Hedge Funds, Capital IQ
Education
Oregon State University 2006 — 2008
BS, Business (Finance)
University of Puget Sound 2003 — 2005
Business
Manisha Thakkar Manisha Thakkar's CTC Consulting Experience January 1992 - December 1993
Job Investment Analyst
Industry Investment Management
Experience
IMS Capital Management June 2010 - Present
Methodist Health System June 2014 - February 2015
Brown Armstrong Financial Services, Inc. February 2001 - July 2014
Arnerich Massena, Inc January 1995 - June 1997
CTC Consulting January 1992 - December 1993
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Asset Allocation, Chartered Financial...
Education
The University of Texas at Dallas 1992 — 1993
Master of Science, Finance
Southern Methodist University 1986 — 1989
Bachelor of Science, Economics, Departmental Distinction
IMS Capital Management June 2010 - Present
Methodist Health System June 2014 - February 2015
Brown Armstrong Financial Services, Inc. February 2001 - July 2014
Arnerich Massena, Inc January 1995 - June 1997
CTC Consulting January 1992 - December 1993
Skills
Chartered Financial..., Alternative Investments, Hedge Funds, Asset Allocation, Chartered Financial...
Education
The University of Texas at Dallas 1992 — 1993
Master of Science, Finance
Southern Methodist University 1986 — 1989
Bachelor of Science, Economics, Departmental Distinction
Savannah Bergquist Savannah Bergquist's CTC Consulting Experience June 2011 - September 2011
Job Health Policy PhD Student
Industry Research
Experience
The Dartmouth Institute for Health Policy and Clinical Practice January 2013 - June 2014
European Institute, London School of Economics June 2012 - July 2012
CTC Consulting June 2011 - September 2011
RV Kuhns & Associates 2008 - 2008
Education
London School of Economics and Political Science 2011 — 2012
MSc, Social policy, Health Economics, Pass with Distinction
Georgetown University 2007 — 2011
BA, Political Economy
Harvard University
Health Policy, Evaluative Science and Statistics
The Dartmouth Institute for Health Policy and Clinical Practice January 2013 - June 2014
European Institute, London School of Economics June 2012 - July 2012
CTC Consulting June 2011 - September 2011
RV Kuhns & Associates 2008 - 2008
Education
London School of Economics and Political Science 2011 — 2012
MSc, Social policy, Health Economics, Pass with Distinction
Georgetown University 2007 — 2011
BA, Political Economy
Harvard University
Health Policy, Evaluative Science and Statistics
Ryan Berning Ryan Berning's CTC Consulting Experience June 2011 - February 2013
Job Investment Associate at CTC | myCFO
Industry Financial Services
Experience
CTC myCFO March 2013 - Present
CTC Consulting June 2011 - February 2013
Arnerich Massena, Inc December 2007 - May 2011
Skills
Investments, Alternative Investments, Financial Modeling, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Private Equity, Bloomberg, Fixed Income
Education
Oregon State University 2003 — 2007
Business, Finance
CTC myCFO March 2013 - Present
CTC Consulting June 2011 - February 2013
Arnerich Massena, Inc December 2007 - May 2011
Skills
Investments, Alternative Investments, Financial Modeling, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Asset Managment, Asset Allocation, Private Equity, Bloomberg, Fixed Income
Education
Oregon State University 2003 — 2007
Business, Finance
Bill Monaghan, CAIA Bill Monaghan, CAIA's CTC Consulting Experience June 2010 - February 2013
Job Founder, CVR Portfolio Funds
Industry Investment Management
Experience
CVR Portfolio Funds September 2013 - Present
CTC Consulting June 2010 - February 2013
Pinyon Peak Capital January 2008 - May 2010
Fernwood Advisors January 2001 - January 2008
Skills
Investment Management,...
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1985 — 1989
BA, Economics
CVR Portfolio Funds September 2013 - Present
CTC Consulting June 2010 - February 2013
Pinyon Peak Capital January 2008 - May 2010
Fernwood Advisors January 2001 - January 2008
Skills
Investment Management,...
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1985 — 1989
BA, Economics
Jay Ratterman, CFA Jay Ratterman, CFA's CTC Consulting Experience November 2009 - August 2012
Job AVP Portfolio Manager
Industry Investment Management
Experience
ANB Bank June 2013 - Present
ANB Bank November 2012 - June 2013
CTC Consulting November 2009 - August 2012
Cornerstone Revolutions April 2009 - October 2009
Starbucks Coffee Company June 2008 - April 2009
Alexander Capital Management Group June 2007 - September 2007
Skills
Microsoft Excel, Investments, Financial Services, Accounting, Financial Modeling, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, SharePoint, Outlook, CRM, Customer Service, Microsoft Word
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
Regis Jesuit High School 2000 — 2004
ANB Bank June 2013 - Present
ANB Bank November 2012 - June 2013
CTC Consulting November 2009 - August 2012
Cornerstone Revolutions April 2009 - October 2009
Starbucks Coffee Company June 2008 - April 2009
Alexander Capital Management Group June 2007 - September 2007
Skills
Microsoft Excel, Investments, Financial Services, Accounting, Financial Modeling, Bloomberg, PowerPoint, Financial Analysis, Microsoft Office, SharePoint, Outlook, CRM, Customer Service, Microsoft Word
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
Regis Jesuit High School 2000 — 2004
Shawn Boyd Shawn Boyd's CTC Consulting Experience January 2002 - February 2007
Job Contributor at TUAW.com (part of AOL Tech)
Industry Computer & Network Security
Experience
TUAW March 2013 - Present
HQ HNL October 2011 - Present
Affinity Real Estate Group, LLC August 2009 - Present
Peak Potentials Training 2008 - Present
Moneytology.com November 2008 - December 2011
Apple, Inc January 2007 - January 2009
CTC Consulting January 2002 - February 2007
apple 1997 - 2006
Skills
Motivational Speaking, SEO, Marketing, Mac, CRM, Integrated Marketing, Leadership, Sales, Strategic Planning, Training, Event Management, Coaching, Social Media, Social Networking, Start-ups, Online Advertising, Small Business, Entrepreneurship, Social Media Marketing, Personal Development, Management, Business Strategy, Online Marketing, Public Speaking, Editing, Blogging, E-commerce, Email Marketing, Strategy
Education
Tokai University 2005 — 2006
Japanese, Japanese History, Language and Culture
University of Hawaii at Manoa 2000 — 2006
Japanese, Information Technology
Kapiolani Community College 2000 — 2005
AS, ITS
TUAW March 2013 - Present
HQ HNL October 2011 - Present
Affinity Real Estate Group, LLC August 2009 - Present
Peak Potentials Training 2008 - Present
Moneytology.com November 2008 - December 2011
Apple, Inc January 2007 - January 2009
CTC Consulting January 2002 - February 2007
apple 1997 - 2006
Skills
Motivational Speaking, SEO, Marketing, Mac, CRM, Integrated Marketing, Leadership, Sales, Strategic Planning, Training, Event Management, Coaching, Social Media, Social Networking, Start-ups, Online Advertising, Small Business, Entrepreneurship, Social Media Marketing, Personal Development, Management, Business Strategy, Online Marketing, Public Speaking, Editing, Blogging, E-commerce, Email Marketing, Strategy
Education
Tokai University 2005 — 2006
Japanese, Japanese History, Language and Culture
University of Hawaii at Manoa 2000 — 2006
Japanese, Information Technology
Kapiolani Community College 2000 — 2005
AS, ITS
Amal Naik's CTC Consulting Experience March 2007 - September 2008
Job Treasury Controls Analyst Nike
Industry Financial Services
Experience
Nike April 2015 - August 2015
Xerox October 2014 - January 2015
Amal Naik June 2009 - October 2014
Kalakendra February 2003 - May 2011
CTC Consulting March 2007 - September 2008
Oak Hill Mortgage February 2006 - September 2006
West Coast Bank June 2002 - February 2006
Morgan Stanley October 1997 - April 2002
Skills
Investments, Budgets, Portfolio Management, Financial Modeling, Financial Analysis, Equities
Education
Portland State University 1992 — 1999
Bachelor of Science (B.S.)
Portland State University
BS
Nike April 2015 - August 2015
Xerox October 2014 - January 2015
Amal Naik June 2009 - October 2014
Kalakendra February 2003 - May 2011
CTC Consulting March 2007 - September 2008
Oak Hill Mortgage February 2006 - September 2006
West Coast Bank June 2002 - February 2006
Morgan Stanley October 1997 - April 2002
Skills
Investments, Budgets, Portfolio Management, Financial Modeling, Financial Analysis, Equities
Education
Portland State University 1992 — 1999
Bachelor of Science (B.S.)
Portland State University
BS
Amanda L. Brown, MSFA, CFP® Amanda L. Brown, MSFA, CFP®'s CTC Consulting Experience October 2009 - December 2010
Job Associate Director, Wealth Advisory at Threshold Group
Industry Financial Services
Experience
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Evan Caplan Evan Caplan's CTC Consulting Experience May 2008 - August 2008
Job MD/MBA Candidate at Harvard Medical School and Harvard Business School
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
Daniel Barth's CTC Consulting Experience June 2004 - December 2005
Job Economist at the Office of Financial Research U.S. Dept. of Treasury
Industry Higher Education
Experience
Office of Financial Research - U.S. Department of the Treasury July 2014 - Present
Hamilton College July 2012 - Present
M Financial Group January 2007 - July 2007
CTC Consulting June 2004 - December 2005
Skills
Stata, Econometrics, Economics, Statistics, Higher Education, Data Analysis, University Teaching, Research, Quantitative Analytics, Teaching, Economic Research
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Lewis and Clark College 2000 — 2004
Bachelor of Arts (B.A.), Business-Economics
Office of Financial Research - U.S. Department of the Treasury July 2014 - Present
Hamilton College July 2012 - Present
M Financial Group January 2007 - July 2007
CTC Consulting June 2004 - December 2005
Skills
Stata, Econometrics, Economics, Statistics, Higher Education, Data Analysis, University Teaching, Research, Quantitative Analytics, Teaching, Economic Research
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Lewis and Clark College 2000 — 2004
Bachelor of Arts (B.A.), Business-Economics
Dominic Marshall Dominic Marshall's CTC Consulting Experience October 1993 - December 1995
Job Senior Portfolio Manager at Pacific Ridge Capital Partners, LLC
Industry Investment Management
Experience
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC June 1998 - October 2003
Red Chip Review January 1996 - May 1997
CTC Consulting October 1993 - December 1995
Egghead Software 1992 - 1993
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
University of Washington 1989 — 1993
BA, Business
Pacific Ridge Capital Partners, LLC June 2010 - Present
Scott Creek Capital Management, LLC October 2006 - April 2009
Wells Capital Management November 2003 - October 2006
Benson Associates, LLC June 1998 - October 2003
Red Chip Review January 1996 - May 1997
CTC Consulting October 1993 - December 1995
Egghead Software 1992 - 1993
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
University of Washington 1989 — 1993
BA, Business
Blake Lyman's CTC Consulting Experience November 2007 - November 2008
Job Product Owner at Thetus Corporation
Industry Publishing
Experience
Thetus Corporation January 2015 - Present
Apply101 June 2014 - Present
ContinuingEdStore March 2012 - Present
Business Valuation Resources November 2008 - December 2014
CTC Consulting November 2007 - November 2008
DreamWorks Animation February 2007 - May 2007
Wade Hubbard Music, Inc. March 2006 - December 2006
Skills
Product Management, Software Development, Agile Methodologies, Project Management, E-Learning, Media Production, Email Marketing, Digital Media, Music Production, Social Media Marketing, Continuing Education
Education
California Institute of the Arts 2005 — 2007
MFA, Jazz Reeds
The University of Chicago 2001 — 2005
AB, Economics
London School of Economics and Political Science 2003 — 2004
International History, Economics
Thetus Corporation January 2015 - Present
Apply101 June 2014 - Present
ContinuingEdStore March 2012 - Present
Business Valuation Resources November 2008 - December 2014
CTC Consulting November 2007 - November 2008
DreamWorks Animation February 2007 - May 2007
Wade Hubbard Music, Inc. March 2006 - December 2006
Skills
Product Management, Software Development, Agile Methodologies, Project Management, E-Learning, Media Production, Email Marketing, Digital Media, Music Production, Social Media Marketing, Continuing Education
Education
California Institute of the Arts 2005 — 2007
MFA, Jazz Reeds
The University of Chicago 2001 — 2005
AB, Economics
London School of Economics and Political Science 2003 — 2004
International History, Economics
Kristi Combs's CTC Consulting Experience Relationship/Key Account ManagerCharles Schwab Institutional2000 - 2005
Job Director of Marketing at CTC Consulting
Industry Financial Services
Experience
CTC Consulting Relationship/Key Account ManagerCharles Schwab Institutional2000 - 2005
Education
Miami University 1989 — 1993
CTC Consulting Relationship/Key Account ManagerCharles Schwab Institutional2000 - 2005
Education
Miami University 1989 — 1993
Josh Gehrig's CTC Consulting Experience April 2008 - June 2009
Job Director of Finance at OHSU Foundation
Industry Financial Services
Experience
OHSU Foundation November 2014 - Present
OHSU Foundation May 2011 - November 2014
OHSU Foundation July 2009 - May 2011
CTC Consulting April 2008 - June 2009
Bates Private Capital, an LECG LLC company 2004 - February 2008
Bidwell & Company February 2002 - May 2004
Ameritrade June 1999 - February 2002
Skills
Financial Analysis, Investments, Due Diligence, Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Investment Strategies, General Ledger
Education
University of Nebraska-Lincoln
BSBA, Finance
OHSU Foundation November 2014 - Present
OHSU Foundation May 2011 - November 2014
OHSU Foundation July 2009 - May 2011
CTC Consulting April 2008 - June 2009
Bates Private Capital, an LECG LLC company 2004 - February 2008
Bidwell & Company February 2002 - May 2004
Ameritrade June 1999 - February 2002
Skills
Financial Analysis, Investments, Due Diligence, Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Investment Strategies, General Ledger
Education
University of Nebraska-Lincoln
BSBA, Finance
Chris Van Dyke, CFA, CAIA's CTC Consulting Experience 2000 - 2007
Job Institutional Advisor at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc May 2012 - Present
Stratford Advisory Group November 2007 - April 2012
CTC Consulting 2000 - 2007
Skills
Asset Allocation, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Private Equity, Alternative Investments, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Finance, Asset Management
Education
University of Oregon 1996 — 2000
BS, Economics
Arnerich Massena, Inc May 2012 - Present
Stratford Advisory Group November 2007 - April 2012
CTC Consulting 2000 - 2007
Skills
Asset Allocation, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Private Equity, Alternative Investments, Valuation, Financial Modeling, Bloomberg, Mutual Funds, Finance, Asset Management
Education
University of Oregon 1996 — 2000
BS, Economics
Sam Kelley's CTC Consulting Experience August 2008 - November 2010
Job Software Engineer at On Demand Analysis
Industry Financial Services
Experience
On Demand Analysis November 2010 - Present
CTC Consulting August 2008 - November 2010
Skills
Software Development, C#, SSRS, SQL, ASP.NET, XAML, Open XML, Visual Studio, Visual Basic, .NET, SSIS, Design Patterns, Microsoft SQL Server, Web Services, T-SQL
Education
University of California, Los Angeles 2000 — 2003
BS, Mathematics
On Demand Analysis November 2010 - Present
CTC Consulting August 2008 - November 2010
Skills
Software Development, C#, SSRS, SQL, ASP.NET, XAML, Open XML, Visual Studio, Visual Basic, .NET, SSIS, Design Patterns, Microsoft SQL Server, Web Services, T-SQL
Education
University of California, Los Angeles 2000 — 2003
BS, Mathematics
Charles Copenhaver's CTC Consulting Experience January 1981 - January 2010
Job Field Service Manager at Bystronic glass inc
Industry Industrial Automation
Experience
Bystronic glass inc June 2008 - Present
CTC Consulting January 1981 - January 2010
Bystronic Glass inc. January 1998 - June 2008
Skills
PLC, Automation, Electrical Engineering, SCADA, Instrumentation, Engineering, Electronics, Control Systems Design, Electricians, DCS, Process Control, Commissioning, Manufacturing, Project Management, Continuous Improvement, Field Service, Pneumatics, Troubleshooting
Education
Charles Copenhaver 2004 — 2006
Bachelor's degree, Electrical and Electronics Engineering
Thomas Edison State College 2004 — 2006
BS, Electrical Engineering
Bystronic glass inc June 2008 - Present
CTC Consulting January 1981 - January 2010
Bystronic Glass inc. January 1998 - June 2008
Skills
PLC, Automation, Electrical Engineering, SCADA, Instrumentation, Engineering, Electronics, Control Systems Design, Electricians, DCS, Process Control, Commissioning, Manufacturing, Project Management, Continuous Improvement, Field Service, Pneumatics, Troubleshooting
Education
Charles Copenhaver 2004 — 2006
Bachelor's degree, Electrical and Electronics Engineering
Thomas Edison State College 2004 — 2006
BS, Electrical Engineering
Greg Gasperin's CTC Consulting Experience 2006 - 2008
Job Senior Software Engineer at SoftSource Consulting
Industry Financial Services
Experience
SoftSource Consulting February 2013 - Present
Sage 2008 - 2012
CTC Consulting 2006 - 2008
Skills
C#, .NET, Microsoft SQL Server, Agile Methodologies, Microsoft Office, SQL, Software Development, JavaScript, Cookies, Halloween Costume, ASP.NET MVC, Visual Studio, Web Services, XML
Education
Columbia University in the City of New York 1996 — 2000
Bachelor of Science (BS), Computer Science
SoftSource Consulting February 2013 - Present
Sage 2008 - 2012
CTC Consulting 2006 - 2008
Skills
C#, .NET, Microsoft SQL Server, Agile Methodologies, Microsoft Office, SQL, Software Development, JavaScript, Cookies, Halloween Costume, ASP.NET MVC, Visual Studio, Web Services, XML
Education
Columbia University in the City of New York 1996 — 2000
Bachelor of Science (BS), Computer Science
Vasant Vuppuluri's CTC Consulting Experience July 2011 - September 2011
Job MS Mechanical Engineering
Industry Mechanical or Industrial Engineering
Experience
Sulzer July 2013 - August 2014
CTC Consulting July 2011 - September 2011
University of Portland September 2009 - April 2010
University of Portland September 2007 - April 2010
Xerox Corporation June 2005 - August 2005
Skills
Labview, Matlab, Pivot Tables, Bloomberg, Microsoft Excel, ThomsonOne
Education
Portland State University
Master of Science (MS), Mechanical Engineering
University of Portland 2006 — 2010
BS, Mechanical Engineering
Portland State University - School of Business 2011 — 2012
Master of Science (M.S.), Financial Analysis
Sulzer July 2013 - August 2014
CTC Consulting July 2011 - September 2011
University of Portland September 2009 - April 2010
University of Portland September 2007 - April 2010
Xerox Corporation June 2005 - August 2005
Skills
Labview, Matlab, Pivot Tables, Bloomberg, Microsoft Excel, ThomsonOne
Education
Portland State University
Master of Science (MS), Mechanical Engineering
University of Portland 2006 — 2010
BS, Mechanical Engineering
Portland State University - School of Business 2011 — 2012
Master of Science (M.S.), Financial Analysis
Sandy Sampson's CTC Consulting Experience June 2000 - August 2005
Job Instructor at Portland Community College
Industry Fine Art
Experience
Portland Community College April 2010 - Present
Project Grow- part of Port City Development April 2009 - 2011
Portland State University January 2010 - April 2010
Art in the real world 1959 - 2010
CTC Consulting June 2000 - August 2005
Skills
Contemporary Art, Art, Teaching, Fine Art, Visual Arts, Drawing, Event Producing, Art History, Photography, Art Education, Sculpture, Printmaking, Painting, Studio Art, Galleries, Public Art, Oil Painting, Museums, Arts Administration, Mixed Media, Collage, Acrylic
Education
Portland State University 2007 — 2009
MFA, Art and Social Practice
Portland Community College April 2010 - Present
Project Grow- part of Port City Development April 2009 - 2011
Portland State University January 2010 - April 2010
Art in the real world 1959 - 2010
CTC Consulting June 2000 - August 2005
Skills
Contemporary Art, Art, Teaching, Fine Art, Visual Arts, Drawing, Event Producing, Art History, Photography, Art Education, Sculpture, Printmaking, Painting, Studio Art, Galleries, Public Art, Oil Painting, Museums, Arts Administration, Mixed Media, Collage, Acrylic
Education
Portland State University 2007 — 2009
MFA, Art and Social Practice
Sean White, CFA's CTC Consulting Experience 2001 - 2006
Job Risk Manager at ABS Investment Management
Industry Investment Management
Experience
ABS Investment Management March 2006 - Present
CTC Consulting 2001 - 2006
Universal Advisory Services October 2000 - July 2001
Skills
Asset Allocation, Equities, Hedge Funds, Bloomberg, Alternative Investments, Investments, Asset Management, Quantitative Finance, Investment Management, Global Macro, Fund Of Funds, Fixed Income, Derivatives, Financial Modeling
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Finance
ABS Investment Management March 2006 - Present
CTC Consulting 2001 - 2006
Universal Advisory Services October 2000 - July 2001
Skills
Asset Allocation, Equities, Hedge Funds, Bloomberg, Alternative Investments, Investments, Asset Management, Quantitative Finance, Investment Management, Global Macro, Fund Of Funds, Fixed Income, Derivatives, Financial Modeling
Education
The University of New Mexico - Robert O. Anderson School of Management 1996 — 2001
Finance
Sean Guttman's CTC Consulting Experience 2009 - 2010
Job Vice President at Novus Partners
Industry Investment Management
Experience
Novus Partners 2010 - Present
CTC Consulting 2009 - 2010
New York Life Insurance Company 2008 - 2009
United States Air Force 1999 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Private Equity, Equities, Valuation, Bloomberg, Investments, Equity Research, Fixed Income, Capital Markets, Financial Analysis, Mutual Funds
Education
Harvard University 2007 — 2008
Master's, Management, Finance
Northern Illinois University 2003 — 2007
B.S., Accounting
Novus Partners 2010 - Present
CTC Consulting 2009 - 2010
New York Life Insurance Company 2008 - 2009
United States Air Force 1999 - 2003
Skills
Alternative Investments, Hedge Funds, Asset Management, Financial Modeling, Private Equity, Equities, Valuation, Bloomberg, Investments, Equity Research, Fixed Income, Capital Markets, Financial Analysis, Mutual Funds
Education
Harvard University 2007 — 2008
Master's, Management, Finance
Northern Illinois University 2003 — 2007
B.S., Accounting
Garb Mechigian's CTC Consulting Experience May 1994 - Present
Job Owner, CTC Consulting
Industry Financial Services
Experience
CTC Consulting May 1994 - Present
Skills
Alternative Investments, Investments, Private Equity, Strategic Planning, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Venture Capital, Business Strategy, Equities
Education
University of Michigan 1982 — 1986
Bachelor of Science, Math/Statistics
CTC Consulting May 1994 - Present
Skills
Alternative Investments, Investments, Private Equity, Strategic Planning, Hedge Funds, Portfolio Management, Asset Allocation, Asset Management, Venture Capital, Business Strategy, Equities
Education
University of Michigan 1982 — 1986
Bachelor of Science, Math/Statistics
Natalie (Ngoc) Do's CTC Consulting Experience August 2011 - September 2011
Job Research Analyst at Ulland Investment Advisors
Industry Investment Management
Experience
Carleton College November 2011 - June 2012
CTC Consulting August 2011 - September 2011
MIAC July 2011 - July 2011
Carleton College September 2009 - June 2011
MIAC November 2010 - December 2010
Skills
Economics, Stata, Econometrics, Analysis, R, Statistics, SPSS, PowerPoint, Microsoft Excel, Data Analysis, Quantitative Analytics, S-Plus, Microsoft Word, Due Diligence, Financial Modeling, Mathematica, Nonprofits, Higher Education, Data Mining, VBA, Portfolio Management, Microsoft Office, Hedge Funds, Accounting, Valuation, French, SAS, Bloomberg, Market Research, Research, Matlab, Statistical Modeling, Policy Analysis, Databases, Program Evaluation, Quantitative Research, English, Editing, Qualitative Research, Financial Analysis, Bloomberg Terminal, Leadership, Spanish, Public Speaking, Analytics
Education
Carleton College 2008 — 2012
B.A, Economics
Hanoi-Amsterdam High School for the Gifted 2003 — 2006
Carleton College November 2011 - June 2012
CTC Consulting August 2011 - September 2011
MIAC July 2011 - July 2011
Carleton College September 2009 - June 2011
MIAC November 2010 - December 2010
Skills
Economics, Stata, Econometrics, Analysis, R, Statistics, SPSS, PowerPoint, Microsoft Excel, Data Analysis, Quantitative Analytics, S-Plus, Microsoft Word, Due Diligence, Financial Modeling, Mathematica, Nonprofits, Higher Education, Data Mining, VBA, Portfolio Management, Microsoft Office, Hedge Funds, Accounting, Valuation, French, SAS, Bloomberg, Market Research, Research, Matlab, Statistical Modeling, Policy Analysis, Databases, Program Evaluation, Quantitative Research, English, Editing, Qualitative Research, Financial Analysis, Bloomberg Terminal, Leadership, Spanish, Public Speaking, Analytics
Education
Carleton College 2008 — 2012
B.A, Economics
Hanoi-Amsterdam High School for the Gifted 2003 — 2006
Izabela Pokora's CTC Consulting Experience 1998 - 2000
Job Business System Analyst
Industry Food & Beverages
Experience
Sobeys November 2013 - Present
Safeway January 2011 - November 2013
Safeway 2008 - 2011
Safeway 2007 - 2007
Safeway 2000 - 2007
CTC Consulting 1998 - 2000
Safeway 1996 - 1998
Skills
Business Analysis, Resource Management, Software Project..., Change Management, Requirements Gathering, Business Process, Business Intelligence, Cross-functional Team..., DB2, Quality Assurance, Solution Architecture, ITIL, Analysis, Program Management, ERP, Leadership, SQL, Software Documentation, PMO
Education
Red River College 2007 — 2010
Red River College 2007 — 2009
Project Management, Project Management, 4.36
Red River College 1999 — 1999
Generic Studies, Information Technology, 4.5
Red River College 1999 — 1999
Generic Studies, Information Technology, 4.5
Red River College 1994 — 1996
Computer Analyst/Programmer (CAP), Information Technology, 3.91
Sobeys November 2013 - Present
Safeway January 2011 - November 2013
Safeway 2008 - 2011
Safeway 2007 - 2007
Safeway 2000 - 2007
CTC Consulting 1998 - 2000
Safeway 1996 - 1998
Skills
Business Analysis, Resource Management, Software Project..., Change Management, Requirements Gathering, Business Process, Business Intelligence, Cross-functional Team..., DB2, Quality Assurance, Solution Architecture, ITIL, Analysis, Program Management, ERP, Leadership, SQL, Software Documentation, PMO
Education
Red River College 2007 — 2010
Red River College 2007 — 2009
Project Management, Project Management, 4.36
Red River College 1999 — 1999
Generic Studies, Information Technology, 4.5
Red River College 1999 — 1999
Generic Studies, Information Technology, 4.5
Red River College 1994 — 1996
Computer Analyst/Programmer (CAP), Information Technology, 3.91
Lara Rothman's CTC Consulting Experience June 2007 - May 2008
Job Executive Assistant and Training Coordinator at Daystar Education
Industry Health, Wellness and Fitness
Experience
Kwan Yin Healing Arts Center November 2013 - Present
Kitchen Commons June 2012 - Present
Clackamas County Community Health Department March 2012 - Present
Oregon City Farmers Market March 2012 - Present
Zen Space Healing Center August 2008 - Present
Daystar Education July 2012 - January 2013
Essential Elements Apothecary June 2008 - September 2010
CTC Consulting June 2007 - May 2008
Skills
Microsoft Office, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Medical Billing, Medical Records, Medical Coding, Health Insurance, Clerical Work, Office Management, Appointment Scheduling, Collections, Customer Service, Retail, Wholesale, Purchasing, Merchandising, Inventory, Windows, Mac OS X, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Word Processing, Ten Key, Data Entry, Filing, Answering Phones, Executive Support, Non-profits, QuickBooks, FileMaker, Grant Monitoring, Event Planning, Community Outreach, peer health education
Education
Portland State University 2008 — 2012
Bachelor of Arts (BA), Health Studies: Community Health Education
Portland State University
Kwan Yin Healing Arts Center November 2013 - Present
Kitchen Commons June 2012 - Present
Clackamas County Community Health Department March 2012 - Present
Oregon City Farmers Market March 2012 - Present
Zen Space Healing Center August 2008 - Present
Daystar Education July 2012 - January 2013
Essential Elements Apothecary June 2008 - September 2010
CTC Consulting June 2007 - May 2008
Skills
Microsoft Office, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Medical Billing, Medical Records, Medical Coding, Health Insurance, Clerical Work, Office Management, Appointment Scheduling, Collections, Customer Service, Retail, Wholesale, Purchasing, Merchandising, Inventory, Windows, Mac OS X, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Word Processing, Ten Key, Data Entry, Filing, Answering Phones, Executive Support, Non-profits, QuickBooks, FileMaker, Grant Monitoring, Event Planning, Community Outreach, peer health education
Education
Portland State University 2008 — 2012
Bachelor of Arts (BA), Health Studies: Community Health Education
Portland State University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY