CTS Capital Advisors
Industry: Company
DescriptionFounded: 2003 Parent organization: Cherry Bekaert LLP
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CTS Capital Advisors Employees
Employee
Years
Job
Industry
Peter Biava Peter Biava's CTS Capital Advisors Experience May 2006 - August 2006
Job Head of Treasury at WMD Asset Management
Industry Investment Management
Experience
WMD Asset Management May 2014 - Present
Grant Capital Partners, LLC September 2010 - March 2013
Citadel LLC July 2008 - August 2010
Citadel Investment Group June 2007 - August 2007
CTS Capital Advisors May 2006 - August 2006
Skills
Profit & Loss..., NAV Accounting, Cash and Collateral..., Global Macro, Research, Trading, Hedge Funds, Options, Derivatives, Accounting, Risk Management, Investments, Commodity, Mutual Funds, Independent Film, Alternative Investments, Venture Capital, Startup Development, Business Development, Film, Trading Strategies, Bonds, Private Equity, Asset Management, Finance, Due Diligence, Bloomberg, Fixed Income, Economics, CDS
Education
University of Notre Dame 2004 — 2008
Bachelors, Finance
Georgetown Preparatory School 2000 — 2004
High School
WMD Asset Management May 2014 - Present
Grant Capital Partners, LLC September 2010 - March 2013
Citadel LLC July 2008 - August 2010
Citadel Investment Group June 2007 - August 2007
CTS Capital Advisors May 2006 - August 2006
Skills
Profit & Loss..., NAV Accounting, Cash and Collateral..., Global Macro, Research, Trading, Hedge Funds, Options, Derivatives, Accounting, Risk Management, Investments, Commodity, Mutual Funds, Independent Film, Alternative Investments, Venture Capital, Startup Development, Business Development, Film, Trading Strategies, Bonds, Private Equity, Asset Management, Finance, Due Diligence, Bloomberg, Fixed Income, Economics, CDS
Education
University of Notre Dame 2004 — 2008
Bachelors, Finance
Georgetown Preparatory School 2000 — 2004
High School
Patrick Cotter's CTS Capital Advisors Experience June 2011 - August 2011
Job MBA Candidate (2014), University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
Jones Lang LaSalle June 2012 - August 2012
CTS Capital Advisors June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Jones Lang LaSalle June 2012 - August 2012
CTS Capital Advisors June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Corporate Finance
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Michelle Burkemper's CTS Capital Advisors Experience May 2013 - December 2014
Job Relationship Manager at Bridge Bank
Industry Banking
Experience
Bridge Bank January 2015 - Present
CTS Capital Advisors May 2013 - December 2014
Crescent Bank & Trust March 2011 - January 2013
Capital One 2007 - March 2011
Skills
Credit, Loans, Financial Risk, Underwriting, Credit Analysis, Finance, Portfolio Management, Financial Services, Consumer Lending, Banking, Commercial Lending, Negotiation, Credit Risk, Management, Financial Analysis, Risk Management, Commercial Banking, Auditing, Due Diligence, Mergers & Acquisitions, Business Development, Funding, Mortgage Lending, Relationship Management, Loan Origination, Asset Based Lending, Investments, Financial Modeling, Restructuring, Sales Management
Education
Tulane University
Bachelor of Science (B.S.), Accounting and Business Law
Bridge Bank January 2015 - Present
CTS Capital Advisors May 2013 - December 2014
Crescent Bank & Trust March 2011 - January 2013
Capital One 2007 - March 2011
Skills
Credit, Loans, Financial Risk, Underwriting, Credit Analysis, Finance, Portfolio Management, Financial Services, Consumer Lending, Banking, Commercial Lending, Negotiation, Credit Risk, Management, Financial Analysis, Risk Management, Commercial Banking, Auditing, Due Diligence, Mergers & Acquisitions, Business Development, Funding, Mortgage Lending, Relationship Management, Loan Origination, Asset Based Lending, Investments, Financial Modeling, Restructuring, Sales Management
Education
Tulane University
Bachelor of Science (B.S.), Accounting and Business Law
Alex Sukhareva, CPA's CTS Capital Advisors Experience June 2014 - April 2015
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
CTS Capital Advisors June 2014 - April 2015
Fannie Mae August 2012 - June 2014
Fannie Mae February 2011 - August 2012
Robert H. Smith School of Business August 2009 - May 2010
Bond Beebe June 2009 - August 2009
Robert H. Smith School of Business August 2008 - May 2009
Skills
Accounting, Microsoft Excel, Finance, Internal Controls, Financial Analysis, Valuation, Bloomberg, Data Analysis, Financial Accounting, CPA, Interest Rate..., Pricing, Derivatives, Investments
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Masters in Business Administration
University of Maryland College Park 2007 — 2010
B.S., Accounting, Finance
CTS Capital Advisors June 2014 - April 2015
Fannie Mae August 2012 - June 2014
Fannie Mae February 2011 - August 2012
Robert H. Smith School of Business August 2009 - May 2010
Bond Beebe June 2009 - August 2009
Robert H. Smith School of Business August 2008 - May 2009
Skills
Accounting, Microsoft Excel, Finance, Internal Controls, Financial Analysis, Valuation, Bloomberg, Data Analysis, Financial Accounting, CPA, Interest Rate..., Pricing, Derivatives, Investments
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Masters in Business Administration
University of Maryland College Park 2007 — 2010
B.S., Accounting, Finance
Andrew Nugent Andrew Nugent's CTS Capital Advisors Experience May 2013 - August 2013
Job Student at Elon University
Industry
Experience
CTS Capital Advisors May 2013 - August 2013
Haven Pizzeria May 2012 - August 2012
Summit Marketing May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Photoshop, Facebook
Education
Elon University 2011 — 2015
CTS Capital Advisors May 2013 - August 2013
Haven Pizzeria May 2012 - August 2012
Summit Marketing May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Photoshop, Facebook
Education
Elon University 2011 — 2015
Nicholas Warfield's CTS Capital Advisors Experience May 2014 - Present
Job Valuation Analyst
Industry Investment Banking
Experience
CTS Capital Advisors May 2014 - Present
TRILLIUM - Labs - Trading - Funds August 2013 - April 2014
Allen & Company, LLC June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Capital Markets, Corporate Finance, Equities, Market Research, Mergers, DCF, Team Leadership, Spanish-speaking, Microsoft Word, Investment Banking, Finance, Trading, Investments, Bloomberg, Fixed Income, Private Equity, Financial Markets, Analysis, Enterprise Valuation, Equity Valuation
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance and International Business
CTS Capital Advisors May 2014 - Present
TRILLIUM - Labs - Trading - Funds August 2013 - April 2014
Allen & Company, LLC June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Office, Valuation, Capital Markets, Corporate Finance, Equities, Market Research, Mergers, DCF, Team Leadership, Spanish-speaking, Microsoft Word, Investment Banking, Finance, Trading, Investments, Bloomberg, Fixed Income, Private Equity, Financial Markets, Analysis, Enterprise Valuation, Equity Valuation
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance and International Business
Henry Silver, CFA Henry Silver, CFA's CTS Capital Advisors Experience September 2007 - August 2010
Job Analyst at Kynikos Associates
Industry Investment Management
Experience
Kynikos Associates April 2015 - Present
Goldman Sachs July 2012 - April 2015
Goldman Sachs June 2011 - August 2011
CTS Capital Advisors September 2007 - August 2010
Lockheed Martin June 2006 - September 2007
Skills
Completed CFA Level 3, Financial Analysis, Financial Modeling, Financial Services, Leadership, M&A experience, Management Consulting, Retail, Series 7, Valuation, Capital Markets, Data Analysis, Investments, Strategy, Mergers, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2010 — 2012
MBA
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Finance
Walt Whitman High School 1998 — 2002
Kynikos Associates April 2015 - Present
Goldman Sachs July 2012 - April 2015
Goldman Sachs June 2011 - August 2011
CTS Capital Advisors September 2007 - August 2010
Lockheed Martin June 2006 - September 2007
Skills
Completed CFA Level 3, Financial Analysis, Financial Modeling, Financial Services, Leadership, M&A experience, Management Consulting, Retail, Series 7, Valuation, Capital Markets, Data Analysis, Investments, Strategy, Mergers, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2010 — 2012
MBA
University of Maryland - Robert H. Smith School of Business 2002 — 2006
BS, Finance
Walt Whitman High School 1998 — 2002
Nicholas McGuire Nicholas McGuire's CTS Capital Advisors Experience May 2012 - August 2012
Job Staff Accountant at Kearney & Company
Industry Accounting
Experience
Kearney & Company February 2015 - Present
Georgetown University - McDonough School of Business 2010 - August 2014
Trebizond Investments January 2012 - December 2013
Stone's Cove May 2013 - September 2013
WorldSpeak October 2012 - September 2013
CTS Capital Advisors May 2012 - August 2012
Education
Georgetown University, McDonough School of Business
Bachelor of Science, Business Administration; Accounting; Finance
Georgetown University - The McDonough School of Business 2010 — 2014
Georgetown Preparatory School 2006 — 2010
Georgetown Preparatory School
Kearney & Company February 2015 - Present
Georgetown University - McDonough School of Business 2010 - August 2014
Trebizond Investments January 2012 - December 2013
Stone's Cove May 2013 - September 2013
WorldSpeak October 2012 - September 2013
CTS Capital Advisors May 2012 - August 2012
Education
Georgetown University, McDonough School of Business
Bachelor of Science, Business Administration; Accounting; Finance
Georgetown University - The McDonough School of Business 2010 — 2014
Georgetown Preparatory School 2006 — 2010
Georgetown Preparatory School
Vince Benedetti Vince Benedetti's CTS Capital Advisors Experience June 2007 - August 2008
Job Helping marketers use actionable data to power effective content.
Industry Information Technology and Services
Experience
TrackMaven July 2015 - Present
SAS July 2014 - July 2015
IBM July 2012 - June 2014
Vocus August 2009 - July 2012
CTS Capital Advisors June 2007 - August 2008
Skills
Predictive Analytics, Business Intelligence, Federal Government, Data Management, Cloud Computing, SaaS, Account Management, High Performance..., SAS, New Business Development, B2B, Middleware, Strategic Partnerships, Sales Process, Business Development, Solution Selling, Analytics
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Business Administration, Finance
Georgetown Preparatory High School 2001 — 2005
TrackMaven July 2015 - Present
SAS July 2014 - July 2015
IBM July 2012 - June 2014
Vocus August 2009 - July 2012
CTS Capital Advisors June 2007 - August 2008
Skills
Predictive Analytics, Business Intelligence, Federal Government, Data Management, Cloud Computing, SaaS, Account Management, High Performance..., SAS, New Business Development, B2B, Middleware, Strategic Partnerships, Sales Process, Business Development, Solution Selling, Analytics
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Business Administration, Finance
Georgetown Preparatory High School 2001 — 2005
Jennifer L. Parker Jennifer L. Parker's CTS Capital Advisors Experience October 2011 - September 2013
Job Training and Human Resources Development Professional
Industry Human Resources
Experience
Retired August 2009 - Present
CTS Capital Advisors October 2011 - September 2013
SPARKS June 2011 - October 2012
US Department of Homeland Security March 2002 - August 2009
Bureau of Alcohol, Tobacco, Firearms and Explosives January 1991 - March 2002
Skills
Program Management, Training & Development, Instructional Design, Team Building, Training, Recruiting, Public Speaking, Customer Service, Program Development, E-Learning, Management, Employee Relations, Coaching, Fundraising, Technical Recruiting, Performance Management, Change Management, Organizational...
Education
University of Maryland University College 2002 — 2006
Master's Degree, Distance Education
University of Miami 1972 — 1976
Bachelor of Science, Biology and Chemistry
Albert Einstein High School 1968 — 1972
High School Diploma
Retired August 2009 - Present
CTS Capital Advisors October 2011 - September 2013
SPARKS June 2011 - October 2012
US Department of Homeland Security March 2002 - August 2009
Bureau of Alcohol, Tobacco, Firearms and Explosives January 1991 - March 2002
Skills
Program Management, Training & Development, Instructional Design, Team Building, Training, Recruiting, Public Speaking, Customer Service, Program Development, E-Learning, Management, Employee Relations, Coaching, Fundraising, Technical Recruiting, Performance Management, Change Management, Organizational...
Education
University of Maryland University College 2002 — 2006
Master's Degree, Distance Education
University of Miami 1972 — 1976
Bachelor of Science, Biology and Chemistry
Albert Einstein High School 1968 — 1972
High School Diploma
Nicole Ferenzy Nicole Ferenzy's CTS Capital Advisors Experience January 2014 - April 2015
Job Specialist Master at Deloitte Advisory
Industry Management Consulting
Experience
Deloitte April 2015 - Present
CTS Capital Advisors January 2014 - April 2015
Deloitte August 2013 - January 2014
Skills
Financial Modeling, Corporate Finance, Management Consulting, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
University of Southern California 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Deloitte April 2015 - Present
CTS Capital Advisors January 2014 - April 2015
Deloitte August 2013 - January 2014
Skills
Financial Modeling, Corporate Finance, Management Consulting, Valuation, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
University of Southern California 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Matt Esposto Matt Esposto's CTS Capital Advisors Experience July 2008 - January 2013
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting March 2015 - Present
FTI Consulting January 2013 - Present
CTS Capital Advisors July 2008 - January 2013
PNC May 2006 - August 2006
Skills
M&A due diligence, Financial Analysis, Financial Accounting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Dayton 2004 — 2008
B.S., Accounting
FTI Consulting March 2015 - Present
FTI Consulting January 2013 - Present
CTS Capital Advisors July 2008 - January 2013
PNC May 2006 - August 2006
Skills
M&A due diligence, Financial Analysis, Financial Accounting, Portfolio Management, Asset Based Lending, Cash Flow Lending
Education
University of Dayton 2004 — 2008
B.S., Accounting
Matthew Nocita's CTS Capital Advisors Experience July 2007 - November 2008
Job Director at RK Management, LLC
Industry Entertainment
Experience
KR Capital Partners, LLC January 2010 - Present
RK Management, LLC November 2008 - Present
CTS Capital Advisors July 2007 - November 2008
University Fitness January 2006 - May 2007
Skills
Microsoft Excel, Valuation, Forecasting, E-commerce, Portfolio Management, Business Planning, Private Equity, Due Diligence, Analysis, Media Relations, Business Valuation, Financial Modeling, Social Media Marketing, Proposal Writing, Mergers & Acquisitions, Budgets, Financial Analysis, Training, Accounting, Entertainment, Strategy, Venture Capital, Corporate Development, Entrepreneurship, Market Research
Education
University of Southern California 2003 — 2007
B.S., Accounting, Business Administration - Entrepreneurship
KR Capital Partners, LLC January 2010 - Present
RK Management, LLC November 2008 - Present
CTS Capital Advisors July 2007 - November 2008
University Fitness January 2006 - May 2007
Skills
Microsoft Excel, Valuation, Forecasting, E-commerce, Portfolio Management, Business Planning, Private Equity, Due Diligence, Analysis, Media Relations, Business Valuation, Financial Modeling, Social Media Marketing, Proposal Writing, Mergers & Acquisitions, Budgets, Financial Analysis, Training, Accounting, Entertainment, Strategy, Venture Capital, Corporate Development, Entrepreneurship, Market Research
Education
University of Southern California 2003 — 2007
B.S., Accounting, Business Administration - Entrepreneurship
W. Robb Alley W. Robb Alley's CTS Capital Advisors Experience June 2004 - July 2010
Job Member at Asenti Diligence Partners LLC
Industry Financial Services
Experience
Asenti Diligence Partners LLC August 2010 - Present
CTS Capital Advisors June 2004 - July 2010
PwC February 1998 - May 2004
Education
University of Virginia 1995 — 1997
Bachelor of Science in Commerce from the McIntire School, Finance
University of Michigan 1993 — 1995
Asenti Diligence Partners LLC August 2010 - Present
CTS Capital Advisors June 2004 - July 2010
PwC February 1998 - May 2004
Education
University of Virginia 1995 — 1997
Bachelor of Science in Commerce from the McIntire School, Finance
University of Michigan 1993 — 1995
Rustey Emmet's CTS Capital Advisors Experience August 2014 - Present
Job Director at CTS Capital Advisors
Industry Financial Services
Experience
CTS Capital Advisors August 2014 - Present
American Capital 2002 - August 2014
Falke, Inc February 1999 - January 2002
Watkins, Meegan, Drury & Co., LLC September 1996 - February 1999
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, LBO, Corporate Finance, Financial Analysis, Investment Banking, Leveraged Finance, Business Valuation, Capital Markets, Mezzanine, Program Management, Business Strategy
Education
University of Delaware 1992 — 1996
Bachelor of Science (BS), Accounting
CTS Capital Advisors August 2014 - Present
American Capital 2002 - August 2014
Falke, Inc February 1999 - January 2002
Watkins, Meegan, Drury & Co., LLC September 1996 - February 1999
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, LBO, Corporate Finance, Financial Analysis, Investment Banking, Leveraged Finance, Business Valuation, Capital Markets, Mezzanine, Program Management, Business Strategy
Education
University of Delaware 1992 — 1996
Bachelor of Science (BS), Accounting
Liz Slobasky, CFP®'s CTS Capital Advisors Experience January 2012 - Present
Job Vice President at CTS Capital Advisors
Industry Financial Services
Experience
CTS Capital Advisors January 2012 - Present
CTS Capital Advisors 2008 - 2011
Citigroup 2004 - 2006
Mintz Levin Financial Advisors 2001 - 2004
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
University of Wisconsin-Madison 1997 — 2001
BS
Georgetown Day School
CTS Capital Advisors January 2012 - Present
CTS Capital Advisors 2008 - 2011
Citigroup 2004 - 2006
Mintz Levin Financial Advisors 2001 - 2004
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
University of Wisconsin-Madison 1997 — 2001
BS
Georgetown Day School
Aaron Peltz's CTS Capital Advisors Experience June 2008 - August 2008
Job Associate at Salem Partners LLC
Industry Investment Banking
Experience
Salem Partners LLC April 2011 - Present
Houlihan Lokey April 2010 - April 2011
Bovitz Research Group January 2010 - April 2010
ALJ Capital Management, LLC August 2009 - January 2010
University of Southern California September 2008 - May 2009
USC Marshall School of Business August 2005 - May 2009
CTS Capital Advisors June 2008 - August 2008
UBS Wealth Management May 2007 - February 2008
Skills
Financial Analysis, Research, Market Research, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Statistics, Corporate Finance, Due Diligence, Analysis, Private Equity, Marketing, International Relations, Microsoft Word, Event Planning, Public Speaking, Competitive Analysis, Business Strategy, Strategic Visionary, World Building, Venture Capital, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Capital IQ, Investments, Business Valuation, DCF, LBO, Economics, Leveraged Finance
Education
University of Southern California 2005 — 2009
Bachelor of Science (BSc), Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
BSc, Business Administration, Emph. Finance
Salem Partners LLC April 2011 - Present
Houlihan Lokey April 2010 - April 2011
Bovitz Research Group January 2010 - April 2010
ALJ Capital Management, LLC August 2009 - January 2010
University of Southern California September 2008 - May 2009
USC Marshall School of Business August 2005 - May 2009
CTS Capital Advisors June 2008 - August 2008
UBS Wealth Management May 2007 - February 2008
Skills
Financial Analysis, Research, Market Research, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Statistics, Corporate Finance, Due Diligence, Analysis, Private Equity, Marketing, International Relations, Microsoft Word, Event Planning, Public Speaking, Competitive Analysis, Business Strategy, Strategic Visionary, World Building, Venture Capital, Finance, Entrepreneurship, Mergers & Acquisitions, Corporate Development, Strategy, Investment Banking, Capital IQ, Investments, Business Valuation, DCF, LBO, Economics, Leveraged Finance
Education
University of Southern California 2005 — 2009
Bachelor of Science (BSc), Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
BSc, Business Administration, Emph. Finance
Jeffrey Bengtson's CTS Capital Advisors Experience March 2003 - Present
Job Managing Partner at CTS Capital Advisors
Industry Financial Services
Experience
CTS Capital Advisors March 2003 - Present
American Capital June 2002 - March 2003
Ernst & Young March 2002 - June 2002
Arthur Andersen April 2001 - March 2002
American Wood Moulding January 1998 - January 2001
Skills
Due Diligence, Accounting, Business Valuation, Mergers, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
University of Maryland College Park 1983 — 1987
BS, Finance
CTS Capital Advisors March 2003 - Present
American Capital June 2002 - March 2003
Ernst & Young March 2002 - June 2002
Arthur Andersen April 2001 - March 2002
American Wood Moulding January 1998 - January 2001
Skills
Due Diligence, Accounting, Business Valuation, Mergers, Private Equity, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
University of Maryland College Park 1983 — 1987
BS, Finance
Kevin Homsy's CTS Capital Advisors Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
KPMG LLP May 2013 - July 2015
KPMG LLP October 2010 - April 2013
KPMG June 2009 - August 2009
CTS Capital Advisors June 2008 - August 2008
Warner Bros. Entertainment Group of Companies June 2007 - August 2007
Skills
Due Diligence, Auditing, Financial Analysis, US GAAP, CPA, External Audit, GAAP, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2010
B.S., Accounting
University of Southern California - Marshall School of Business 2006 — 2010
B.S., Business Administration
University of Southern California
KPMG LLP May 2013 - July 2015
KPMG LLP October 2010 - April 2013
KPMG June 2009 - August 2009
CTS Capital Advisors June 2008 - August 2008
Warner Bros. Entertainment Group of Companies June 2007 - August 2007
Skills
Due Diligence, Auditing, Financial Analysis, US GAAP, CPA, External Audit, GAAP, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2006 — 2010
B.S., Accounting
University of Southern California - Marshall School of Business 2006 — 2010
B.S., Business Administration
University of Southern California
Michael Devlin's CTS Capital Advisors Experience May 2008 - August 2008
Job Associate at Sixpoint Partners
Industry Venture Capital & Private Equity
Experience
Sixpoint Partners December 2013 - Present
Citi June 2011 - December 2013
Lockheed Martin 2009 - 2010
CTS Capital Advisors May 2008 - August 2008
Skills
Accounting, Internal Audit, Finance, Credit, Credit Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Investment Banking, Financial Risk, PowerPoint, Capital Markets
Education
Boston College 2007 — 2011
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
Bachelor of Science, Finance
Sixpoint Partners December 2013 - Present
Citi June 2011 - December 2013
Lockheed Martin 2009 - 2010
CTS Capital Advisors May 2008 - August 2008
Skills
Accounting, Internal Audit, Finance, Credit, Credit Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Valuation, Investment Banking, Financial Risk, PowerPoint, Capital Markets
Education
Boston College 2007 — 2011
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
Bachelor of Science, Finance
Juan-Carlos JC Lotharius's CTS Capital Advisors Experience December 2003 - August 2010
Job Member Asenti Diligence Partners
Industry Financial Services
Experience
Asenti Diligence Partners LLC August 2010 - Present
CTS Capital Advisors December 2003 - August 2010
PricewaterhouseCoopers October 1998 - October 2003
Arthur Andersen June 1994 - July 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Strategy, Organizational Behavior
Georgetown University - The McDonough School of Business 1990 — 1994
BSBA, Accounting
Asenti Diligence Partners LLC August 2010 - Present
CTS Capital Advisors December 2003 - August 2010
PricewaterhouseCoopers October 1998 - October 2003
Arthur Andersen June 1994 - July 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance, Strategy, Organizational Behavior
Georgetown University - The McDonough School of Business 1990 — 1994
BSBA, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY