Curtis Financial Group
Industry: Capital market company
DescriptionFounded: 1994 Parent organization: Baker Tilly Virchow Krause, LLP Subsidiary: Curtis Securities, LLC
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Curtis Financial Group Employees
Employee
Years
Job
Industry
Kevin Rudd Kevin Rudd's Curtis Financial Group Experience October 1994 - October 2014
Job
Industry Investment Banking
Experience
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group October 1994 - October 2014
Berwind Financial Group 1991 - 1994
Coopers & Lybrand 1985 - 1991
Skills
Mergers, Business Valuation, Capital Raising, Valuation, Corporate Finance, Investment Banking, Divestitures, Financial Modeling, Venture Capital, Private Equity, Financial Analysis, Strategic Planning, Financial Services, Mergers & Acquisitions, Strategic Financial..., SEC filings, Acquisitions, Capital Markets, Private Placements, Corporate Development, M&A experience, IPO, Investor Relations, Leveraged Finance, Financial Structuring, Capital, Executive Management, Hedge Funds, Alternative Investments, Acquisition Integration, Structured Finance, Debt Restructuring, Venture Financing, Investment Management, DCF, Joint Ventures, Investments, Securities
Education
Drexel University 1984 — 1985
Master of Business Administration (MBA), Finance, General
Penn State University 1979 — 1983
BS, Petroleum & natural gas engineering
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group October 1994 - October 2014
Berwind Financial Group 1991 - 1994
Coopers & Lybrand 1985 - 1991
Skills
Mergers, Business Valuation, Capital Raising, Valuation, Corporate Finance, Investment Banking, Divestitures, Financial Modeling, Venture Capital, Private Equity, Financial Analysis, Strategic Planning, Financial Services, Mergers & Acquisitions, Strategic Financial..., SEC filings, Acquisitions, Capital Markets, Private Placements, Corporate Development, M&A experience, IPO, Investor Relations, Leveraged Finance, Financial Structuring, Capital, Executive Management, Hedge Funds, Alternative Investments, Acquisition Integration, Structured Finance, Debt Restructuring, Venture Financing, Investment Management, DCF, Joint Ventures, Investments, Securities
Education
Drexel University 1984 — 1985
Master of Business Administration (MBA), Finance, General
Penn State University 1979 — 1983
BS, Petroleum & natural gas engineering
Jason Rasmussen Jason Rasmussen's Curtis Financial Group Experience June 2011 - August 2011
Job Growth Strategy & Analytics at theSkimm
Industry Online Media
Experience
theSkimm May 2015 - Present
Digitas August 2013 - May 2015
XL Marketing November 2012 - August 2013
Greenhouse Partners June 2012 - December 2012
Curtis Financial Group June 2011 - August 2011
MetLife July 2010 - August 2010
Skills
Digital Marketing, Strategy, Customer Acquisition, Marketing Strategy, Valuation, Market Research, Financial Modeling, Social Media, Microsoft Excel, Marketing, Financial Analysis, Brand Management, Management, Sales, Entrepreneurship, Finance, Leadership, Analytics, Mergers & Acquisitions, Brand Consulting, Direct Marketing, Integrated Marketing, Omniture, Adobe Test & Target, SiteCatalyst, Adobe Dynamic Ad..., HTML5, JavaScript, jQuery, SQL
Education
University of Pennsylvania's Wharton School of Business 2008 — 2012
B.S, Economics, Finance and Entrepreneurial Mgmt
General Assembly
Front End Web Development
theSkimm May 2015 - Present
Digitas August 2013 - May 2015
XL Marketing November 2012 - August 2013
Greenhouse Partners June 2012 - December 2012
Curtis Financial Group June 2011 - August 2011
MetLife July 2010 - August 2010
Skills
Digital Marketing, Strategy, Customer Acquisition, Marketing Strategy, Valuation, Market Research, Financial Modeling, Social Media, Microsoft Excel, Marketing, Financial Analysis, Brand Management, Management, Sales, Entrepreneurship, Finance, Leadership, Analytics, Mergers & Acquisitions, Brand Consulting, Direct Marketing, Integrated Marketing, Omniture, Adobe Test & Target, SiteCatalyst, Adobe Dynamic Ad..., HTML5, JavaScript, jQuery, SQL
Education
University of Pennsylvania's Wharton School of Business 2008 — 2012
B.S, Economics, Finance and Entrepreneurial Mgmt
General Assembly
Front End Web Development
Nicholas Coder, CFA Nicholas Coder, CFA's Curtis Financial Group Experience 2007 - 2009
Job Business Development at VantaCore Partners
Industry Building Materials
Experience
VantaCore Partners 2015 - Present
SSG Capital Advisors 2009 - 2015
Curtis Financial Group 2007 - 2009
Business Credit Partners 2003 - 2007
Skills
Investment Banking, Restructuring, Debt Restructuring, Valuation, Asset Based Lending, Special Situations, Bankruptcy, Debt, Financial Advisory, Strategic Planning, Business Strategy, Corporate Finance, Due Diligence, Mergers, Acquisitions, New Business Development, Mergers & Acquisitions, Portfolio Management, Finance, Financial Modeling, LBO, Entrepreneurship, Private Equity, Analysis, Business Valuation, Capital, Capital Markets, Corporate Development, Credit Analysis, Equities, Financial Analysis, Financial Markets, Financial Structuring, Hedge Funds, Investments, Leveraged Finance, Loans, Middle Market, Structured Finance, Venture Capital, Emerging Markets, M&A experience, Private Placements
Education
Penn State University 2006 — 2008
Master of Finance
Duke University 1999 — 2003
B.A.
VantaCore Partners 2015 - Present
SSG Capital Advisors 2009 - 2015
Curtis Financial Group 2007 - 2009
Business Credit Partners 2003 - 2007
Skills
Investment Banking, Restructuring, Debt Restructuring, Valuation, Asset Based Lending, Special Situations, Bankruptcy, Debt, Financial Advisory, Strategic Planning, Business Strategy, Corporate Finance, Due Diligence, Mergers, Acquisitions, New Business Development, Mergers & Acquisitions, Portfolio Management, Finance, Financial Modeling, LBO, Entrepreneurship, Private Equity, Analysis, Business Valuation, Capital, Capital Markets, Corporate Development, Credit Analysis, Equities, Financial Analysis, Financial Markets, Financial Structuring, Hedge Funds, Investments, Leveraged Finance, Loans, Middle Market, Structured Finance, Venture Capital, Emerging Markets, M&A experience, Private Placements
Education
Penn State University 2006 — 2008
Master of Finance
Duke University 1999 — 2003
B.A.
Jeffrey Mance Jeffrey Mance's Curtis Financial Group Experience 2009 - 2010
Job Managing Director
Industry Investment Banking
Experience
Curtis Financial Group 2009 - 2010
Wachovia Securities, LLC June 1998 - 2009
KMC, Inc. 1992 - 1996
Skills
Mergers & Acquisitions, Business Strategy, Corporate Finance, Equities, Private Equity, Strategy, Mergers, Due Diligence, Divestitures, Financial Services, Management, Mezzanine, Investment Banking, Valuation, Venture Capital, Financial Modeling, Capital Markets, Corporate Development, LBO, Financial Analysis, Portfolio Management, Finance, Banking
Education
Wake Forest University School of Business 1996 — 1998
Boston University Questrom School of Business 1986 — 1991
BS/BA, Finance
Curtis Financial Group 2009 - 2010
Wachovia Securities, LLC June 1998 - 2009
KMC, Inc. 1992 - 1996
Skills
Mergers & Acquisitions, Business Strategy, Corporate Finance, Equities, Private Equity, Strategy, Mergers, Due Diligence, Divestitures, Financial Services, Management, Mezzanine, Investment Banking, Valuation, Venture Capital, Financial Modeling, Capital Markets, Corporate Development, LBO, Financial Analysis, Portfolio Management, Finance, Banking
Education
Wake Forest University School of Business 1996 — 1998
Boston University Questrom School of Business 1986 — 1991
BS/BA, Finance
Steve Economou Steve Economou's Curtis Financial Group Experience 2003 - September 2014
Job Managing Director at Baker Tilly Capital, LLP
Industry Investment Banking
Experience
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group 2003 - September 2014
Fleet Securities 2000 - 2002
Howard, Lawson & Co. 1983 - 2000
Skills
Business Valuation, Capital Raising, Valuation, Divestitures, Acquisitions, Venture Capital, DCF, Mergers & Acquisitions, Intangible Assets, Due Diligence, Corporate Finance, Lifesciences, Mergers, Purchase Price..., Middle Market, Strategic Planning, Biotechnology, Financial Analysis, Financial Modeling, Impairment Testing, Food & Beverage, Intellectual Property..., Capital, Investment Banking, Capital Markets
Education
University of Pittsburgh 1977 — 1981
BA, Economics
University of Cincinnati College of Business 1981 — 1983
MBA, Finance
Baker Tilly Capital, LLP October 2014 - Present
Curtis Financial Group 2003 - September 2014
Fleet Securities 2000 - 2002
Howard, Lawson & Co. 1983 - 2000
Skills
Business Valuation, Capital Raising, Valuation, Divestitures, Acquisitions, Venture Capital, DCF, Mergers & Acquisitions, Intangible Assets, Due Diligence, Corporate Finance, Lifesciences, Mergers, Purchase Price..., Middle Market, Strategic Planning, Biotechnology, Financial Analysis, Financial Modeling, Impairment Testing, Food & Beverage, Intellectual Property..., Capital, Investment Banking, Capital Markets
Education
University of Pittsburgh 1977 — 1981
BA, Economics
University of Cincinnati College of Business 1981 — 1983
MBA, Finance
Jason Cunningham's Curtis Financial Group Experience June 2004 - September 2014
Job Managing Director Baker Tilly Capital, LLC
Industry Investment Banking
Experience
Baker Tilly Capital, LLC October 2014 - Present
Curtis Financial Group June 2004 - September 2014
Fleet Securities 2000 - 2004
Fleet M&A Advisors 2000 - 2004
Skills
Mergers, Company Acquisitions, Financial Modeling, Strategy Development, Valuation, Middle Market, Corporate Finance, Investment Banking, Private Placements, Business Valuation, Financial Analysis, Strategic Planning, Divestitures, Mergers & Acquisitions, Capital, Investments, Strategy, Due Diligence, Corporate Development, Private Equity, LBO, Business Development, Business Strategy, Capital Formation, Capital Raising, Finance
Education
West Chester University of Pennsylvania 1995 — 1998
Bachelor of Science, Economics
Dickinson College 1993 — 1994
Baker Tilly Capital, LLC October 2014 - Present
Curtis Financial Group June 2004 - September 2014
Fleet Securities 2000 - 2004
Fleet M&A Advisors 2000 - 2004
Skills
Mergers, Company Acquisitions, Financial Modeling, Strategy Development, Valuation, Middle Market, Corporate Finance, Investment Banking, Private Placements, Business Valuation, Financial Analysis, Strategic Planning, Divestitures, Mergers & Acquisitions, Capital, Investments, Strategy, Due Diligence, Corporate Development, Private Equity, LBO, Business Development, Business Strategy, Capital Formation, Capital Raising, Finance
Education
West Chester University of Pennsylvania 1995 — 1998
Bachelor of Science, Economics
Dickinson College 1993 — 1994
Tony Latini Tony Latini's Curtis Financial Group Experience February 2001 - April 2011
Job Managing Director at Boenning & Scattergood, Inc.
Industry Financial Services
Experience
Boenning & Scattergood, Inc. April 2011 - Present
Curtis Financial Group February 2001 - April 2011
Berwind Corporation 1991 - 2001
CoreStates March 1987 - June 1990
Skills
Mergers & Acquisitions, Finance, Banking, Mergers, Investment Banking, Middle Market, Insurance, Capital Markets, Corporate Finance, Valuation, Investments, Divestitures, Financial Markets, Acquisition Analysis, Underwriting
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science, Finance, Economics
Archmere Academy 1978 — 1982
Boenning & Scattergood, Inc. April 2011 - Present
Curtis Financial Group February 2001 - April 2011
Berwind Corporation 1991 - 2001
CoreStates March 1987 - June 1990
Skills
Mergers & Acquisitions, Finance, Banking, Mergers, Investment Banking, Middle Market, Insurance, Capital Markets, Corporate Finance, Valuation, Investments, Divestitures, Financial Markets, Acquisition Analysis, Underwriting
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science, Finance, Economics
Archmere Academy 1978 — 1982
Yaman Tasdivar's Curtis Financial Group Experience June 2010 - May 2013
Job Strategy Associate at Delaware Investments, a member of the Macquarie Group
Industry Investment Banking
Experience
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Curtis Financial Group June 2010 - May 2013
Scient'x USA March 2009 - June 2010
Ernst & Young LLP May 2007 - January 2009
Student Managed Investment Portfolio (SMIP) January 2006 - December 2006
Ernst & Young LLP May 2006 - August 2006
Skills
Mergers, Valuation, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Investment Banking, Forecasting, Finance, Strategy
Education
University of Virginia 2007 — 2008
Master's, Accounting
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Economics
Robert College 1996 — 2003
Delaware Investments, a member of the Macquarie Group May 2013 - Present
Curtis Financial Group June 2010 - May 2013
Scient'x USA March 2009 - June 2010
Ernst & Young LLP May 2007 - January 2009
Student Managed Investment Portfolio (SMIP) January 2006 - December 2006
Ernst & Young LLP May 2006 - August 2006
Skills
Mergers, Valuation, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Financial Accounting, Investment Banking, Forecasting, Finance, Strategy
Education
University of Virginia 2007 — 2008
Master's, Accounting
Franklin & Marshall College 2003 — 2007
Bachelor of Arts, Economics
Robert College 1996 — 2003
Laura Anastasio, ASA's Curtis Financial Group Experience March 2005 - September 2014
Job Vice President at Baker Tilly Virchow Krause
Industry Investment Banking
Experience
Baker Tilly Virchow Krause, LLP October 2014 - Present
Curtis Financial Group March 2005 - September 2014
Ernst & Young July 2002 - March 2005
Skills
Intangible Assets, Purchase Price..., Business Valuation, Valuation, Investment Banking, Capital IQ, Mergers, Financial Modeling, Corporate Finance, Financial Analysis, Intellectual Property..., DCF, Acquisitions, Capital Markets, Due Diligence, US GAAP, Fair Value, Equity Valuation, Mergers & Acquisitions
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Industrial Engineering
Baker Tilly Virchow Krause, LLP October 2014 - Present
Curtis Financial Group March 2005 - September 2014
Ernst & Young July 2002 - March 2005
Skills
Intangible Assets, Purchase Price..., Business Valuation, Valuation, Investment Banking, Capital IQ, Mergers, Financial Modeling, Corporate Finance, Financial Analysis, Intellectual Property..., DCF, Acquisitions, Capital Markets, Due Diligence, US GAAP, Fair Value, Equity Valuation, Mergers & Acquisitions
Education
Lehigh University 1998 — 2002
Bachelor of Science (B.S.), Industrial Engineering
Mike Demers's Curtis Financial Group Experience
Job Managing Director at Baker Tilly Capital, LLC
Industry Investment Banking
Experience
Curtis Financial Group
Skills
Valuation, Capital Markets, Financial Modeling, Due Diligence, Investment Banking, Business Valuation, Venture Capital, Mergers & Acquisitions, Corporate Finance, Strategy, Financial Analysis
Education
Fairleigh Dickinson University
Economics
The University of Rochester - The William E. Simon School of Business
Master of Business Administration (MBA), Finance
Curtis Financial Group
Skills
Valuation, Capital Markets, Financial Modeling, Due Diligence, Investment Banking, Business Valuation, Venture Capital, Mergers & Acquisitions, Corporate Finance, Strategy, Financial Analysis
Education
Fairleigh Dickinson University
Economics
The University of Rochester - The William E. Simon School of Business
Master of Business Administration (MBA), Finance
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