Dinan & Company
Description
Founded: 1988 Subsidiaries: DCCA Securities, LLC, Dinan & Company, LLC, Asset Management Arm
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Dinan & Company Employees
Employee
Years
Job
Industry
Matt Minnaugh Matt Minnaugh's Dinan & Company Experience February 2006 - November 2014
Job Director of Business Development at Century Park Capital Partners
Industry Venture Capital & Private Equity
Experience
Century Park Capital Partners November 2014 - Present
Dinan & Company February 2006 - November 2014
Skills
Private Equity, Proprietary Deal..., Deal Sourcing, New Business Development, Mergers & Acquisitions, Relationship Management, Securities, Middle Market, Financial Analysis, Investments
Education
Georgetown University 1999 — 2003
Bachelor of Science (BS), International Economics
Century Park Capital Partners November 2014 - Present
Dinan & Company February 2006 - November 2014
Skills
Private Equity, Proprietary Deal..., Deal Sourcing, New Business Development, Mergers & Acquisitions, Relationship Management, Securities, Middle Market, Financial Analysis, Investments
Education
Georgetown University 1999 — 2003
Bachelor of Science (BS), International Economics
David Hurdle's Dinan & Company Experience June 2007 - November 2008
Job Procurement Manager at Liberty Distribution Company LLC
Industry Food & Beverages
Experience
Liberty Distribution Company LLC August 2014 - Present
United States Army National Guard January 2009 - January 2015
Liberty Distribution Company LLC January 2013 - August 2014
Arizona State University September 2010 - January 2013
Dinan & Company June 2007 - November 2008
3M Company July 2006 - May 2007
WhatIfSports.com Inc May 2005 - May 2006
Skills
Customer Service, Inventory Management, Strategic Planning, Inside Sales, Event Planning, Deal Sourcing, Creative Writing, Research, Marketing Communications, Logistics, Military Operations, CRM, Outside Sales, Financial Analysis, Ticket Sales, Ticketing Software, Ticket Operations, Sports Management, Sports Marketing, Process Improvement, Industrial Distribution, Strategic Negotiations, International Marketing, Multi-channel Marketing, Referral Networking, Sales, Marketing, Management, Sales Operations, Sports, Leadership, Program Management, Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Management
Ball State University 2002 — 2006
BS, Sports Administration
Hamilton Southeastern High School
Liberty Distribution Company LLC August 2014 - Present
United States Army National Guard January 2009 - January 2015
Liberty Distribution Company LLC January 2013 - August 2014
Arizona State University September 2010 - January 2013
Dinan & Company June 2007 - November 2008
3M Company July 2006 - May 2007
WhatIfSports.com Inc May 2005 - May 2006
Skills
Customer Service, Inventory Management, Strategic Planning, Inside Sales, Event Planning, Deal Sourcing, Creative Writing, Research, Marketing Communications, Logistics, Military Operations, CRM, Outside Sales, Financial Analysis, Ticket Sales, Ticketing Software, Ticket Operations, Sports Management, Sports Marketing, Process Improvement, Industrial Distribution, Strategic Negotiations, International Marketing, Multi-channel Marketing, Referral Networking, Sales, Marketing, Management, Sales Operations, Sports, Leadership, Program Management, Analysis
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Management
Ball State University 2002 — 2006
BS, Sports Administration
Hamilton Southeastern High School
David E. Saxton David E. Saxton's Dinan & Company Experience August 1997 - January 2001
Job HD Video Compression | Private Equity M&A| Digital Currency| Encryption |
Industry Information Technology and Services
Experience
Sigala Media Corporation January 2011 - July 2014
Highwinds Network Group February 2010 - January 2011
Limelight Networks February 2006 - October 2007
Direct Alliance- Computer Associates/ IBM June 2004 - February 2006
Dinan & Company August 1997 - January 2001
Net1, Inc. February 1994 - August 1997
Skills
Content Delivery..., Online Media, Sales Management, Video Compression, Transcoding, Network Security, Online Advertising, SaaS, Mobile Devices, Product Management, Cloud Computing, Strategic Partnerships, Streaming Media, HD Video, New Media, Video, Digital Video, Digital Media, Entrepreneurship, Co-location, Networking, IPTV, VOD, New Business Development, Salesforce.com, Content Distribution...
Education
University of Pittsburgh 1972 — 1977
BA, Communication
Sigala Media Corporation January 2011 - July 2014
Highwinds Network Group February 2010 - January 2011
Limelight Networks February 2006 - October 2007
Direct Alliance- Computer Associates/ IBM June 2004 - February 2006
Dinan & Company August 1997 - January 2001
Net1, Inc. February 1994 - August 1997
Skills
Content Delivery..., Online Media, Sales Management, Video Compression, Transcoding, Network Security, Online Advertising, SaaS, Mobile Devices, Product Management, Cloud Computing, Strategic Partnerships, Streaming Media, HD Video, New Media, Video, Digital Video, Digital Media, Entrepreneurship, Co-location, Networking, IPTV, VOD, New Business Development, Salesforce.com, Content Distribution...
Education
University of Pittsburgh 1972 — 1977
BA, Communication
Brian Blanchard's Dinan & Company Experience May 1998 - November 1999
Job Business Development Officer at First Sterling Financial
Industry Financial Services
Experience
First Sterling Financial November 2013 - Present
WNC & Associates October 2011 - October 2013
WNC & Associates March 2011 - October 2011
WNC & Associates October 2009 - March 2011
Marino Capital Partners May 2001 - October 2009
Hunter Wise Financial Group, LLC February 2000 - May 2001
Dinan & Company May 1998 - November 1999
Skills
Series 7, Finance, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Private Equity, Investment Banking, Securities, Fixed Income, Banking, Financial Services, Management, Trading, Private Placements, Marketing, Sales, Valuation
Education
Nicholls State University 1986 — 1990
BS, Business
First Sterling Financial November 2013 - Present
WNC & Associates October 2011 - October 2013
WNC & Associates March 2011 - October 2011
WNC & Associates October 2009 - March 2011
Marino Capital Partners May 2001 - October 2009
Hunter Wise Financial Group, LLC February 2000 - May 2001
Dinan & Company May 1998 - November 1999
Skills
Series 7, Finance, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Private Equity, Investment Banking, Securities, Fixed Income, Banking, Financial Services, Management, Trading, Private Placements, Marketing, Sales, Valuation
Education
Nicholls State University 1986 — 1990
BS, Business
Jeffrey A. Makray Jeffrey A. Makray's Dinan & Company Experience March 2008 - June 2009
Job FP&A
Industry Financial Services
Experience
Pitney Bowes May 2015 - Present
UConn Student Managed Fund August 2014 - May 2015
Pitney Bowes May 2014 - August 2014
Pillsman Partners January 2014 - April 2014
Bedard & Company, PC February 2012 - January 2013
Sunlight Business Services, LLC February 2011 - January 2012
MagRaise August 2009 - August 2011
Dinan & Company March 2008 - June 2009
Citibank February 2007 - December 2007
MLN January 2006 - January 2007
Skills
Tax Preparation, CPA, Small Business, Credit, Bookkeeping, Management, Business Development, Strategy, Sales, Marketing Strategy, Marketing, Online Marketing, Enterprise Software, Sales Management, Financial Analysis, Financial Modeling, Analysis
Education
The University of Connecticut School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Connecticut 2002 — 2005
BA, Cum Laude, Economics & Government
University of Washington, Michael G. Foster School of Business 2012 — 2012
Certificate in Accounting, Accounting
Pitney Bowes May 2015 - Present
UConn Student Managed Fund August 2014 - May 2015
Pitney Bowes May 2014 - August 2014
Pillsman Partners January 2014 - April 2014
Bedard & Company, PC February 2012 - January 2013
Sunlight Business Services, LLC February 2011 - January 2012
MagRaise August 2009 - August 2011
Dinan & Company March 2008 - June 2009
Citibank February 2007 - December 2007
MLN January 2006 - January 2007
Skills
Tax Preparation, CPA, Small Business, Credit, Bookkeeping, Management, Business Development, Strategy, Sales, Marketing Strategy, Marketing, Online Marketing, Enterprise Software, Sales Management, Financial Analysis, Financial Modeling, Analysis
Education
The University of Connecticut School of Business 2013 — 2015
Master of Business Administration (MBA)
The University of Connecticut 2002 — 2005
BA, Cum Laude, Economics & Government
University of Washington, Michael G. Foster School of Business 2012 — 2012
Certificate in Accounting, Accounting
Steven Butala's Dinan & Company Experience July 1999 - June 2001
Job Founding Principal at LandAcademy.com
Industry Real Estate
Experience
LandAcademy.com June 2013 - Present
Mission Equity Properties, LLC (LandStay.com) July 1999 - Present
Dinan & Company July 1999 - June 2001
KPMG June 1997 - June 1999
UNISON HEALTHCARE CORPORATION (NASDAQ: UNHC) 1994 - 1996
The Hayman Company 1989 - 1994
Skills
Mergers & Acquisitions, Strategy, Private Equity, Business Development, Training, Equities, Sales, Healthcare, E-commerce, Consulting, Accounting, Sourcing, Real Estate, Investment Properties, Marketing, Strategic Planning, Real Estate Transactions, Real Estate Development, Contract Negotiation, Investors, First Time Home Buyers
Education
LandAcademy 1994 — 2015
Graduate, Hard Knocks
Michigan State University 1985 — 1989
B.A.
Grosse Pointe South High School 1981 — 1985
LandAcademy.com June 2013 - Present
Mission Equity Properties, LLC (LandStay.com) July 1999 - Present
Dinan & Company July 1999 - June 2001
KPMG June 1997 - June 1999
UNISON HEALTHCARE CORPORATION (NASDAQ: UNHC) 1994 - 1996
The Hayman Company 1989 - 1994
Skills
Mergers & Acquisitions, Strategy, Private Equity, Business Development, Training, Equities, Sales, Healthcare, E-commerce, Consulting, Accounting, Sourcing, Real Estate, Investment Properties, Marketing, Strategic Planning, Real Estate Transactions, Real Estate Development, Contract Negotiation, Investors, First Time Home Buyers
Education
LandAcademy 1994 — 2015
Graduate, Hard Knocks
Michigan State University 1985 — 1989
B.A.
Grosse Pointe South High School 1981 — 1985
Laura Reyburn Laura Reyburn's Dinan & Company Experience July 2003 - September 2012
Job Accounting & Administrative Specialist at Auction Systems
Industry Consumer Services
Experience
Auction Systems Auctioneers and Appraisers, Inc. June 2014 - Present
Valley of the Sun YMCA May 2013 - May 2014
DataShield September 2012 - March 2013
Dinan & Company July 2003 - September 2012
Nu Yu Training September 2007 - August 2012
Ironbody Lifestyle Fitness August 2007 - December 2008
Dinan & Company March 1998 - September 2007
Airtime Communications September 1997 - March 1998
Northern Arizona University, Institute for Human Development December 1996 - September 1997
Skills
Running, Fitness, Accounting, Administrative Work, Private Equity, Professional Writing, M&A experience, Personal Training, Data Analysis, Mergers, Financial Analysis, Customer Service, Mergers & Acquisitions, Microsoft Excel, Editing, Research, Small Business, Project Management
Education
Northern Arizona University
Bachelor's Degree
University of Wales, Swansea
(NAU Exchange Program)
International Sports Sciences Association 2007 — 2007
CFT
Covenant Christian School
Auction Systems Auctioneers and Appraisers, Inc. June 2014 - Present
Valley of the Sun YMCA May 2013 - May 2014
DataShield September 2012 - March 2013
Dinan & Company July 2003 - September 2012
Nu Yu Training September 2007 - August 2012
Ironbody Lifestyle Fitness August 2007 - December 2008
Dinan & Company March 1998 - September 2007
Airtime Communications September 1997 - March 1998
Northern Arizona University, Institute for Human Development December 1996 - September 1997
Skills
Running, Fitness, Accounting, Administrative Work, Private Equity, Professional Writing, M&A experience, Personal Training, Data Analysis, Mergers, Financial Analysis, Customer Service, Mergers & Acquisitions, Microsoft Excel, Editing, Research, Small Business, Project Management
Education
Northern Arizona University
Bachelor's Degree
University of Wales, Swansea
(NAU Exchange Program)
International Sports Sciences Association 2007 — 2007
CFT
Covenant Christian School
Palmer Thornton Palmer Thornton's Dinan & Company Experience January 2011 - March 2014
Job Business Development
Industry Investment Management
Experience
Excelsior Capital Partners, LLC March 2014 - Present
Dinan & Company January 2011 - March 2014
Self Employed April 2008 - January 2011
Wells Fargo February 2008 - January 2009
CreaMiser 2008 - 2009
JPMorgan Chase October 2006 - January 2008
CH Robinson Worldwide April 2005 - September 2006
Skills
Special Situations..., Business Development, Deal Origination, Investment Banking, Private Equity, Distressed Debt, Bridge Financing, Distressed M&A, Aquisition, Client Aquisition, •Licenses: Series 79 &..., Mergers, Valuation Modeling, Microsoft Excel, Financial Statement..., Microsoft PowerPoint, Microsoft Word, Microsoft Office, Valuation
Education
Loyola Marymount University 2000 — 2005
Bachelor of Arts in Business Administration, Business Administration
Loyola Marymount University 2000 — 2004
Bachelor of Arts in Psychology, Psychology, emphasis in Industrial Organization
Brophy College Preparatory 1996 — 2000
High School Diploma
Excelsior Capital Partners, LLC March 2014 - Present
Dinan & Company January 2011 - March 2014
Self Employed April 2008 - January 2011
Wells Fargo February 2008 - January 2009
CreaMiser 2008 - 2009
JPMorgan Chase October 2006 - January 2008
CH Robinson Worldwide April 2005 - September 2006
Skills
Special Situations..., Business Development, Deal Origination, Investment Banking, Private Equity, Distressed Debt, Bridge Financing, Distressed M&A, Aquisition, Client Aquisition, •Licenses: Series 79 &..., Mergers, Valuation Modeling, Microsoft Excel, Financial Statement..., Microsoft PowerPoint, Microsoft Word, Microsoft Office, Valuation
Education
Loyola Marymount University 2000 — 2005
Bachelor of Arts in Business Administration, Business Administration
Loyola Marymount University 2000 — 2004
Bachelor of Arts in Psychology, Psychology, emphasis in Industrial Organization
Brophy College Preparatory 1996 — 2000
High School Diploma
Scott Perkins Scott Perkins's Dinan & Company Experience January 2007 - May 2009
Job
Industry Marketing and Advertising
Experience
Infusionsoft February 2015 - Present
Elevation B2B Marketing May 2011 - February 2015
Loop Demand Gen May 2011 - May 2012
The Miller Group May 2009 - June 2011
Dinan & Company January 2007 - May 2009
Chase July 2004 - January 2007
Skills
Business Development, Mergers & Acquisitions, Strategy, Private Equity, Market Research, Start-ups, Financial Modeling, Financial Analysis, Venture Capital, Marketing Strategy, Mergers, Valuation, Business Strategy, Marketing Communications, Integrated Marketing, Finance, Corporate Finance, B2B Marketing, Investment Banking, Management, New Business Development, Private Placements, Sales Presentations, Business Intelligence, Business Planning, Management Consulting, Financial Structuring, Due Diligence, Profit & Loss Strategist, Lead Generation, Sales Management, Marketing, Strategic Planning, Leadership, Sales Operations, Selling, B2B, Social Media Marketing, Advertising, Account Management, Online Advertising, Strategic Partnerships, Email Marketing, Team Building, Online Marketing, Enterprise Software, Analysis, CRM, Digital Marketing, Public Relations
Education
Arizona State University, W. P. Carey School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Infusionsoft February 2015 - Present
Elevation B2B Marketing May 2011 - February 2015
Loop Demand Gen May 2011 - May 2012
The Miller Group May 2009 - June 2011
Dinan & Company January 2007 - May 2009
Chase July 2004 - January 2007
Skills
Business Development, Mergers & Acquisitions, Strategy, Private Equity, Market Research, Start-ups, Financial Modeling, Financial Analysis, Venture Capital, Marketing Strategy, Mergers, Valuation, Business Strategy, Marketing Communications, Integrated Marketing, Finance, Corporate Finance, B2B Marketing, Investment Banking, Management, New Business Development, Private Placements, Sales Presentations, Business Intelligence, Business Planning, Management Consulting, Financial Structuring, Due Diligence, Profit & Loss Strategist, Lead Generation, Sales Management, Marketing, Strategic Planning, Leadership, Sales Operations, Selling, B2B, Social Media Marketing, Advertising, Account Management, Online Advertising, Strategic Partnerships, Email Marketing, Team Building, Online Marketing, Enterprise Software, Analysis, CRM, Digital Marketing, Public Relations
Education
Arizona State University, W. P. Carey School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Benjamin Langis Benjamin Langis's Dinan & Company Experience 2005 - 2006
Job Vice President, Global Restructuring Team at State Street Bank
Industry Financial Services
Experience
State Street February 2012 - Present
Booz Allen Hamilton November 2008 - February 2012
ML Securities October 2006 - June 2008
Dinan & Company 2005 - 2006
US Navy 2000 - 2005
Skills
Mergers, Valuation, Business Strategy, Investments, Strategy, Forecasting, Finance, Management, Real Estate, Financial Analysis, Strategic Planning, Process Improvement, Due Diligence, Risk Management, Program Management, Management Consulting, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business
MBA, Emphasis in Finance
Georgetown University
MPM, Public Policy
United States Naval Academy
Bachelor of Science, Economics
State Street February 2012 - Present
Booz Allen Hamilton November 2008 - February 2012
ML Securities October 2006 - June 2008
Dinan & Company 2005 - 2006
US Navy 2000 - 2005
Skills
Mergers, Valuation, Business Strategy, Investments, Strategy, Forecasting, Finance, Management, Real Estate, Financial Analysis, Strategic Planning, Process Improvement, Due Diligence, Risk Management, Program Management, Management Consulting, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business
MBA, Emphasis in Finance
Georgetown University
MPM, Public Policy
United States Naval Academy
Bachelor of Science, Economics
Jeff Olsick Jeff Olsick's Dinan & Company Experience June 2008 - February 2011
Job Manager, Deal Origination
Industry Venture Capital & Private Equity
Experience
McNally Capital June 2015 - Present
McNally Capital March 2011 - Present
Dinan & Company June 2008 - February 2011
Merrill Lynch February 2008 - May 2008
Skills
Private Equity, Valuation, Investment Banking, Mergers, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, LBO, Investments, Mergers & Acquisitions, Acquisitions, Asset Management, Structured Finance, Mezzanine, Start-ups, Finance, Salesforce.com, Salesforce.com..., Databases, Data Mining, Database Design, Corporate Development, Capital Markets, Alternative Investments, Private Placements, M&A experience, Deal Sourcing, Leveraged Finance, Social Networking, Networking, Strategy, Entrepreneurship, Equities
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S, Entrepreneurship & Finance
McNally Capital June 2015 - Present
McNally Capital March 2011 - Present
Dinan & Company June 2008 - February 2011
Merrill Lynch February 2008 - May 2008
Skills
Private Equity, Valuation, Investment Banking, Mergers, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, LBO, Investments, Mergers & Acquisitions, Acquisitions, Asset Management, Structured Finance, Mezzanine, Start-ups, Finance, Salesforce.com, Salesforce.com..., Databases, Data Mining, Database Design, Corporate Development, Capital Markets, Alternative Investments, Private Placements, M&A experience, Deal Sourcing, Leveraged Finance, Social Networking, Networking, Strategy, Entrepreneurship, Equities
Education
University of Arizona, Eller College of Management 2004 — 2008
B.S, Entrepreneurship & Finance
Jeff Reichard Jeff Reichard's Dinan & Company Experience March 2000 - Present
Job Vice President at Dinan & Company, LLC
Industry Investment Banking
Experience
Dinan & Company March 2000 - Present
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Placements, Valuation, M&A experience, Business Valuation, Due Diligence, Leveraged Finance, Financial Structuring, Corporate Development, Strategy, LBO, Business Strategy, Strategic Planning, Financial Analysis, Investments
Education
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Sociology
Emmaus High School
Emmaus High School
Dinan & Company March 2000 - Present
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Placements, Valuation, M&A experience, Business Valuation, Due Diligence, Leveraged Finance, Financial Structuring, Corporate Development, Strategy, LBO, Business Strategy, Strategic Planning, Financial Analysis, Investments
Education
Indiana University of Pennsylvania 1992 — 1996
Bachelors, Sociology
Emmaus High School
Emmaus High School
Nathan Dunn's Dinan & Company Experience October 2013 - Present
Job Associate at Dinan & Company
Industry Investment Banking
Experience
Dinan & Company October 2013 - Present
National First Response Corp June 2013 - October 2013
Dekker Financial Services, LLC May 2012 - May 2013
The Mahoney Group 2011 - 2012
Skills
CRM, Management, Analysis, Marketing, Sales, Business Planning, Finance, Investments, Accounting, Microsoft Excel, Software Documentation, Employee Benefits, Credit, Proposal Writing, Financial Statements
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Dinan & Company October 2013 - Present
National First Response Corp June 2013 - October 2013
Dekker Financial Services, LLC May 2012 - May 2013
The Mahoney Group 2011 - 2012
Skills
CRM, Management, Analysis, Marketing, Sales, Business Planning, Finance, Investments, Accounting, Microsoft Excel, Software Documentation, Employee Benefits, Credit, Proposal Writing, Financial Statements
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Mark Wandrey Mark Wandrey's Dinan & Company Experience January 2007 - Present
Job Senior Associate at Dinan & Company
Industry Investment Banking
Experience
Dinan & Company January 2007 - Present
Skills
Due Diligence, Deal Sourcing, Business Valuation, Financial Structuring, Acquisitions, Social Media, Microsoft Excel, Customer Service, Management, Social Networking, Time Management, Public Speaking, Marketing
Education
Concordia University-Wisconsin 2001 — 2005
Business, Finance/ marketing
University of Wisconsin-Eau Claire 1998 — 2000
Finance/ Marketing
Dinan & Company January 2007 - Present
Skills
Due Diligence, Deal Sourcing, Business Valuation, Financial Structuring, Acquisitions, Social Media, Microsoft Excel, Customer Service, Management, Social Networking, Time Management, Public Speaking, Marketing
Education
Concordia University-Wisconsin 2001 — 2005
Business, Finance/ marketing
University of Wisconsin-Eau Claire 1998 — 2000
Finance/ Marketing
Brennan Moran's Dinan & Company Experience April 2011 - April 2012
Job Corporate Banking Officer at Comerica Bank
Industry Banking
Experience
Comerica Bank May 2013 - Present
Comerica Bank February 2013 - May 2013
Comerica Bank April 2012 - February 2013
Dinan & Company April 2011 - April 2012
THE GREEN APPLE FOUNDATION October 2010 - October 2011
Skills
Series 79, Series 63, Portfolio Management, Valuation, Finance, Investment Banking, Equities, Credit, Loans, Financial Risk, Business Planning, Management, Bonds, Accounting
Education
Tulane University 2004 — 2009
A.B; Master, Finance; Valuation and Energy
Tulane University 2004 — 2009
A.B; Bachelor of Science, Management; Finance Business
BROPHY COLLEGE PREPATORY
HEC International Business School
Comerica Bank May 2013 - Present
Comerica Bank February 2013 - May 2013
Comerica Bank April 2012 - February 2013
Dinan & Company April 2011 - April 2012
THE GREEN APPLE FOUNDATION October 2010 - October 2011
Skills
Series 79, Series 63, Portfolio Management, Valuation, Finance, Investment Banking, Equities, Credit, Loans, Financial Risk, Business Planning, Management, Bonds, Accounting
Education
Tulane University 2004 — 2009
A.B; Master, Finance; Valuation and Energy
Tulane University 2004 — 2009
A.B; Bachelor of Science, Management; Finance Business
BROPHY COLLEGE PREPATORY
HEC International Business School
Robert Kennedy, CFA Robert Kennedy, CFA's Dinan & Company Experience September 2007 - May 2008
Job Finance Director at Nuverra Environmental Solutions
Industry Oil & Energy
Experience
Nuverra Environmental Solutions April 2015 - Present
Nuverra Environmental Solutions June 2013 - April 2015
Gradient Analytics May 2008 - June 2013
Dinan & Company September 2007 - May 2008
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Nuverra Environmental Solutions April 2015 - Present
Nuverra Environmental Solutions June 2013 - April 2015
Gradient Analytics May 2008 - June 2013
Dinan & Company September 2007 - May 2008
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Kody Damron Kody Damron's Dinan & Company Experience 2007 - 2009
Job Wealth Advisor at Stoker Ostler
Industry Financial Services
Experience
Stoker Ostler November 2011 - Present
DePaul University January 2010 - November 2011
Oxford November 2009 - November 2011
ITESM Campus Monterrey 2009 - 2011
Dinan & Company 2007 - 2009
Smith Barney Tempe 2003 - 2007
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Strategic Financial..., Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Mutual Funds, Retirement Planning, Private Equity, Alternative Investments, Investment Strategies, Financial Planning
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), MBA
Arizona State University
BS, Finance
Brigham Young University - Idaho
Engineering
Stoker Ostler November 2011 - Present
DePaul University January 2010 - November 2011
Oxford November 2009 - November 2011
ITESM Campus Monterrey 2009 - 2011
Dinan & Company 2007 - 2009
Smith Barney Tempe 2003 - 2007
Skills
Financial Modeling, Investments, Valuation, Financial Analysis, Strategic Financial..., Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Mutual Funds, Retirement Planning, Private Equity, Alternative Investments, Investment Strategies, Financial Planning
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), MBA
Arizona State University
BS, Finance
Brigham Young University - Idaho
Engineering
Jeremy Wallace Jeremy Wallace's Dinan & Company Experience September 1997 - May 2012
Job Investment Banking | Private Equity | Mergers & Acquisitions | Corporate Development | Franchise Development
Industry Consumer Services
Experience
Home Brands Group™ - Franchising January 2013 - Present
Re-Bath, LLC January 2013 - Present
5 Day Kitchens™ - Franchise January 2013 - Present
bluefrog Plumbing + Drain™ January 2014 - April 2015
Dinan & Company September 1997 - May 2012
Skills
Business Development, Mergers & Acquisitions, Management, Marketing, Strategic Planning, New Business Development, Entrepreneurship, Private Equity, Small Business, Investment Banking, Due Diligence, Mergers, Franchising, Start-ups, Cross-functional Team..., Private Placements, Project Management, Business Planning, Deal Sourcing, Bathrooms, Franchise Sales, Franchise Consulting, LBO, Middle Market, M&A experience, Kitchen & Bath Design, Custom Remodeling, Master Franchising, Franchise Agreements, Strategy, Deal Flow, Business Acquisition, Acquisitions, M&A Advisory Services, M&A Negotiations, M&A analysis, Private Equity Funding, Private Equity Firms
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Science (BS), Psychology
Home Brands Group™ - Franchising January 2013 - Present
Re-Bath, LLC January 2013 - Present
5 Day Kitchens™ - Franchise January 2013 - Present
bluefrog Plumbing + Drain™ January 2014 - April 2015
Dinan & Company September 1997 - May 2012
Skills
Business Development, Mergers & Acquisitions, Management, Marketing, Strategic Planning, New Business Development, Entrepreneurship, Private Equity, Small Business, Investment Banking, Due Diligence, Mergers, Franchising, Start-ups, Cross-functional Team..., Private Placements, Project Management, Business Planning, Deal Sourcing, Bathrooms, Franchise Sales, Franchise Consulting, LBO, Middle Market, M&A experience, Kitchen & Bath Design, Custom Remodeling, Master Franchising, Franchise Agreements, Strategy, Deal Flow, Business Acquisition, Acquisitions, M&A Advisory Services, M&A Negotiations, M&A analysis, Private Equity Funding, Private Equity Firms
Education
University of Nebraska at Kearney 1994 — 1997
Bachelor of Science (BS), Psychology
Joe Scali Joe Scali's Dinan & Company Experience August 2012 - June 2013
Job I help business owners connect with my Private Equity clients for purposes of acquisition or investment
Industry Financial Services
Experience
Scali Group, LLC June 2013 - Present
Realty Executives The Lapre Scali Group February 2014 - Present
Dinan & Company August 2012 - June 2013
NFP P&C, formerly known as, Lapre Scali & Co. June 2011 - August 2012
Skills
Mergers & Acquisitions, Deal Sourcing, Real Estate, Private Equity, Business Development, Marketing, Strategy, Sales, Investments, Insurance, Financial Analysis, Risk Management, Management, Budgets, Finance, Customer Service, Public Speaking, Microsoft Excel, Leadership, Investment Banking, Entrepreneurship, Access, Microsoft Word, Networking, Research, Financial Modeling, Analysis, Microsoft Office, New Business Development, Workshop Facilitation, Project Management, Projects, Love Of Learning, Business Acquisition, Client Relations, Growth Strategies, Real Estate Marketing, Investment Strategies, Negotiation, Business Analysis, Profitable Growth, Real Estate Transactions, Team Leadership
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Finance
Scali Group, LLC June 2013 - Present
Realty Executives The Lapre Scali Group February 2014 - Present
Dinan & Company August 2012 - June 2013
NFP P&C, formerly known as, Lapre Scali & Co. June 2011 - August 2012
Skills
Mergers & Acquisitions, Deal Sourcing, Real Estate, Private Equity, Business Development, Marketing, Strategy, Sales, Investments, Insurance, Financial Analysis, Risk Management, Management, Budgets, Finance, Customer Service, Public Speaking, Microsoft Excel, Leadership, Investment Banking, Entrepreneurship, Access, Microsoft Word, Networking, Research, Financial Modeling, Analysis, Microsoft Office, New Business Development, Workshop Facilitation, Project Management, Projects, Love Of Learning, Business Acquisition, Client Relations, Growth Strategies, Real Estate Marketing, Investment Strategies, Negotiation, Business Analysis, Profitable Growth, Real Estate Transactions, Team Leadership
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science, Finance
Kyle Crosse Kyle Crosse's Dinan & Company Experience May 2012 - April 2013
Job Research Analyst at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management May 2014 - Present
STORE Capital May 2013 - May 2014
Dinan & Company May 2012 - April 2013
ING Investment Management June 2011 - May 2012
ING Funds April 2010 - June 2011
Skills
Financial Analysis, Securities, Bloomberg, Mutual Funds, Series 63, Management, Investments, Access, Financial Modeling, Auditing, Insurance, Analysis, Portfolio Management, Finance, Loans
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Voya Investment Management May 2014 - Present
STORE Capital May 2013 - May 2014
Dinan & Company May 2012 - April 2013
ING Investment Management June 2011 - May 2012
ING Funds April 2010 - June 2011
Skills
Financial Analysis, Securities, Bloomberg, Mutual Funds, Series 63, Management, Investments, Access, Financial Modeling, Auditing, Insurance, Analysis, Portfolio Management, Finance, Loans
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Andre Ospital-Cone Andre Ospital-Cone's Dinan & Company Experience June 2011 - August 2011
Job Analyst, Healthcare Public Finance at KeyBanc Capital Markets
Industry Banking
Experience
KeyBanc Capital Markets July 2015 - Present
Citi July 2013 - June 2015
US Bank September 2011 - June 2013
Dinan & Company June 2011 - August 2011
US Bank June 2010 - August 2010
MCC Realty Group June 2009 - August 2009
Skills
Portfolio Management, Credit, Finance, Commercial Banking, Financial Reporting, Investments, Financial Analysis
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
KeyBanc Capital Markets July 2015 - Present
Citi July 2013 - June 2015
US Bank September 2011 - June 2013
Dinan & Company June 2011 - August 2011
US Bank June 2010 - August 2010
MCC Realty Group June 2009 - August 2009
Skills
Portfolio Management, Credit, Finance, Commercial Banking, Financial Reporting, Investments, Financial Analysis
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Nathan Plett Nathan Plett's Dinan & Company Experience June 2008 - June 2011
Job Owner at BioOne
Industry Environmental Services
Experience
Bio-One April 2015 - Present
Saint Home Care Scottsdale January 2014 - April 2015
Bio-One January 2011 - December 2013
Dinan & Company June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Mergers & Acquisitions, Start-ups, Investment Banking, Private Equity, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Business Development, Asset Management, New Business Development, Business Planning, Strategic Financial..., Business Strategy, Strategic Planning, Competitive Analysis, Data Analysis, Mergers, Strategy
Education
University of Arizona 2004 — 2008
Bachelors, Business Economics and Entrepreneurship
Bio-One April 2015 - Present
Saint Home Care Scottsdale January 2014 - April 2015
Bio-One January 2011 - December 2013
Dinan & Company June 2008 - June 2011
Morgan Stanley May 2007 - May 2008
Skills
Mergers & Acquisitions, Start-ups, Investment Banking, Private Equity, Due Diligence, Investments, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Entrepreneurship, Business Development, Asset Management, New Business Development, Business Planning, Strategic Financial..., Business Strategy, Strategic Planning, Competitive Analysis, Data Analysis, Mergers, Strategy
Education
University of Arizona 2004 — 2008
Bachelors, Business Economics and Entrepreneurship
Kyle Hufford Kyle Hufford's Dinan & Company Experience February 2011 - August 2014
Job Serent Capital
Industry Venture Capital & Private Equity
Experience
Serent Capital December 2014 - Present
Dinan & Company February 2011 - August 2014
Skills
Start-ups, Banking, Valuation, Mergers, Fundraising, Financial Analysis, Private Equity, Negotiation, Business Strategy, Leveraged Finance, Strategy, Corporate Development, Funding, Market Research
Education
Arizona State University, W. P. Carey School of Business
Bachelor's Degree, Business Management
Serent Capital December 2014 - Present
Dinan & Company February 2011 - August 2014
Skills
Start-ups, Banking, Valuation, Mergers, Fundraising, Financial Analysis, Private Equity, Negotiation, Business Strategy, Leveraged Finance, Strategy, Corporate Development, Funding, Market Research
Education
Arizona State University, W. P. Carey School of Business
Bachelor's Degree, Business Management
Jason Hawley Jason Hawley's Dinan & Company Experience 2008 - Present
Job Senior Associate at Dinan & Company
Industry Investment Banking
Experience
Dinan & Company 2008 - Present
Skills
LBO, Investment Banking, Deal Sourcing, Private Equity, M&A experience, Financial Structuring, Valuation, Venture Capital, Business Valuation, Financial Modeling, Finance, Due Diligence, Private Placements, Corporate Finance
Education
Arizona State University
B.A., Mathematics
New York University - Leonard N. Stern School of Business
Dinan & Company 2008 - Present
Skills
LBO, Investment Banking, Deal Sourcing, Private Equity, M&A experience, Financial Structuring, Valuation, Venture Capital, Business Valuation, Financial Modeling, Finance, Due Diligence, Private Placements, Corporate Finance
Education
Arizona State University
B.A., Mathematics
New York University - Leonard N. Stern School of Business
Mark Podolsky's Dinan & Company Experience 1997 - 2001
Job Real Estate Investing Expert, Serial Entrepreneur, Digital Marketing Expert, Real Estate Business Coach
Industry Real Estate
Experience
Land Geek Enterprises 2013 - Present
Frontier Properties 2001 - Present
Dinan & Company 1997 - 2001
AFTCO & Associates 1994 - 1997
Skills
Short Sales, Mergers, Financial Analysis, Land Coaching, Real Estate Transactions, Real Estate Development, Investment Properties, Investors, REO, Foreclosures, Sellers, Corporate Real Estate, Sales, Mergers & Acquisitions, Commercial Real Estate, Property, Investments, Real Estate Economics, Land Acquisition, Lease Administration, Marketing, Disposition, Relocation, Buyer Representation, Small Business, Single Family Homes, Brokerage, Real Estate, Real Property, Real Estate Financing, Buyers, Committed to Customer..., Location Intelligence
Education
Indiana University Bloomington 1989 — 1993
BA
Land Geek Enterprises 2013 - Present
Frontier Properties 2001 - Present
Dinan & Company 1997 - 2001
AFTCO & Associates 1994 - 1997
Skills
Short Sales, Mergers, Financial Analysis, Land Coaching, Real Estate Transactions, Real Estate Development, Investment Properties, Investors, REO, Foreclosures, Sellers, Corporate Real Estate, Sales, Mergers & Acquisitions, Commercial Real Estate, Property, Investments, Real Estate Economics, Land Acquisition, Lease Administration, Marketing, Disposition, Relocation, Buyer Representation, Small Business, Single Family Homes, Brokerage, Real Estate, Real Property, Real Estate Financing, Buyers, Committed to Customer..., Location Intelligence
Education
Indiana University Bloomington 1989 — 1993
BA
Robert Thraen's Dinan & Company Experience October 2000 - April 2007
Job Portfolio Manager at Middlesex Federal Savings
Industry Banking
Experience
Middlesex Federal Savings March 2012 - Present
JPMorgan Chase June 2009 - Present
Citi February 2009 - November 2009
Desert Schools Federal Credit Union September 2007 - September 2008
Dinan & Company October 2000 - April 2007
American Family Mortgage September 1998 - October 2000
Skills
Commercial Lending, Financial Services, Loan Origination, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Credit, Loans, Underwriting, Finance, Credit Analysis, Banking, Small Business Lending
Education
Arizona State University 1980 — 1982
Middlesex Federal Savings March 2012 - Present
JPMorgan Chase June 2009 - Present
Citi February 2009 - November 2009
Desert Schools Federal Credit Union September 2007 - September 2008
Dinan & Company October 2000 - April 2007
American Family Mortgage September 1998 - October 2000
Skills
Commercial Lending, Financial Services, Loan Origination, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Credit, Loans, Underwriting, Finance, Credit Analysis, Banking, Small Business Lending
Education
Arizona State University 1980 — 1982
W. Morgan Spencer CFP®, AAMS's Dinan & Company Experience April 2010 - February 2011
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Joshua Provost's Dinan & Company Experience June 2010 - April 2013
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Eberhart Capital March 2014 - Present
Aldrich Capital Partners (formerly Tipton Equity Partners) May 2013 - December 2013
Dinan & Company June 2010 - April 2013
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
B.S.
University of San Francisco 2006 — 2007
Eberhart Capital March 2014 - Present
Aldrich Capital Partners (formerly Tipton Equity Partners) May 2013 - December 2013
Dinan & Company June 2010 - April 2013
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
B.S.
University of San Francisco 2006 — 2007
Nancy Dinan Martinez's Dinan & Company Experience March 2005 - Present
Job Chief Operating Officer at Dinan & Company, LLC
Industry Investment Banking
Experience
Dinan & Company March 2005 - Present
Cara Corporation March 1989 - June 2002
Skills
Private Equity, Mergers & Acquisitions, Leadership, Financial Modeling, Venture Capital, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Business Strategy, Business Development, Strategy, Portfolio Management, Acquisitions, Financial Structuring, Capital Markets, Investments, M&A experience, Equities, Competitive Analysis, Banking, Financial Analysis, Private Placements, Leveraged Finance, LBO, Business Valuation, Start-ups, Finance, Series 7, New Business Development, Negotiation, Capital, Middle Market, Risk Management, Competitive Intelligence, Derivatives, Capital Raising, Corporate Development, Market Research, Entrepreneurship, Fixed Income, Asset Managment, Equity Valuation, Business Planning, Series 63, Deal Sourcing, Strategic Financial..., Forecasting, Investment Strategies
Education
The George Washington University - School of Business 1979 — 1981
MBA, Marketing
University of Southern California - Marshall School of Business 1973 — 1977
BS, Business Administration
Dinan & Company March 2005 - Present
Cara Corporation March 1989 - June 2002
Skills
Private Equity, Mergers & Acquisitions, Leadership, Financial Modeling, Venture Capital, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Business Strategy, Business Development, Strategy, Portfolio Management, Acquisitions, Financial Structuring, Capital Markets, Investments, M&A experience, Equities, Competitive Analysis, Banking, Financial Analysis, Private Placements, Leveraged Finance, LBO, Business Valuation, Start-ups, Finance, Series 7, New Business Development, Negotiation, Capital, Middle Market, Risk Management, Competitive Intelligence, Derivatives, Capital Raising, Corporate Development, Market Research, Entrepreneurship, Fixed Income, Asset Managment, Equity Valuation, Business Planning, Series 63, Deal Sourcing, Strategic Financial..., Forecasting, Investment Strategies
Education
The George Washington University - School of Business 1979 — 1981
MBA, Marketing
University of Southern California - Marshall School of Business 1973 — 1977
BS, Business Administration
Eric J. Ward's Dinan & Company Experience June 2010 - December 2010
Job Former Marine and Finance Professional
Industry Financial Services
Experience
Dinan & Company June 2010 - December 2010
Develo Financial Group January 2009 - December 2009
United States Marine Corps April 2000 - May 2004
Skills
Financial Analysis, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Arizona State University 2006 — 2009
B.S. Global Business, Finance
Dinan & Company June 2010 - December 2010
Develo Financial Group January 2009 - December 2009
United States Marine Corps April 2000 - May 2004
Skills
Financial Analysis, Due Diligence, Private Equity, Mergers & Acquisitions
Education
Arizona State University 2006 — 2009
B.S. Global Business, Finance
John Harb III's Dinan & Company Experience June 2012 - April 2013
Job Senior Analyst at Profit Recover Partners
Industry Financial Services
Experience
Profit Recover Partners August 2015 - Present
Profit Recovery Partners March 2014 - July 2015
Exit Strategies LLC May 2013 - February 2014
Dinan & Company June 2012 - April 2013
FG & Associates February 2011 - May 2012
Christensen Investor Relations February 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Excel, Data Analysis, PowerPoint, Word, Access, Accounting, Research, Microsoft Office, Proposal Writing, Budgeting, Business Strategy, Salesforce.com, Negotiation, Social Media, Public Speaking, Writing, Microsoft Excel, Microsoft Word, Due Diligence, Business Development, Private Equity, Deal Flow, Management, Valuation, Mergers & Acquisitions, Market Research, Analysis, Investments, Leadership, Social Networking
Education
Arizona State University 2008 — 2012
B.S., Accounting
Arizona State University 2008 — 2012
B.S., Finance
Profit Recover Partners August 2015 - Present
Profit Recovery Partners March 2014 - July 2015
Exit Strategies LLC May 2013 - February 2014
Dinan & Company June 2012 - April 2013
FG & Associates February 2011 - May 2012
Christensen Investor Relations February 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Excel, Data Analysis, PowerPoint, Word, Access, Accounting, Research, Microsoft Office, Proposal Writing, Budgeting, Business Strategy, Salesforce.com, Negotiation, Social Media, Public Speaking, Writing, Microsoft Excel, Microsoft Word, Due Diligence, Business Development, Private Equity, Deal Flow, Management, Valuation, Mergers & Acquisitions, Market Research, Analysis, Investments, Leadership, Social Networking
Education
Arizona State University 2008 — 2012
B.S., Accounting
Arizona State University 2008 — 2012
B.S., Finance
Nathan Jacobs's Dinan & Company Experience 2005 - Present
Job Vice President at Dinan & Company
Industry Investment Banking
Experience
Dinan & Company 2005 - Present
Skills
Private Equity, Mergers & Acquisitions, M&A experience, Investment Banking, Valuation, Venture Capital, Leveraged Finance, Private Placements, LBO, Strategic Planning, Business Development, Investments, Due Diligence, Corporate Finance
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Business Administration
University of Utah 2001 — 2003
Bachelors, Political Science
Dinan & Company 2005 - Present
Skills
Private Equity, Mergers & Acquisitions, M&A experience, Investment Banking, Valuation, Venture Capital, Leveraged Finance, Private Placements, LBO, Strategic Planning, Business Development, Investments, Due Diligence, Corporate Finance
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Business Administration
University of Utah 2001 — 2003
Bachelors, Political Science
Jon Calderone's Dinan & Company Experience January 2003 - Present
Job Principal at Dinan & Company
Industry Investment Banking
Experience
Dinan & Company January 2003 - Present
Skills
Finance, Financial Analysis, Entrepreneurship, Strategy, Portfolio Management, Valuation, Mergers, Financial Modeling, Deal Sourcing, Corporate Development, M&A experience, Due Diligence, Business Development, Mergers & Acquisitions, Asset Management, Strategic Financial..., Financial Structuring, Competitive Analysis, Venture Capital, Strategic Planning, LBO, Capital Markets, Acquisition Integration, Equity Research, Private Equity, Business Strategy, Investment Banking, Acquisitions, Investments, Business Planning, Private Placements, Banking, Capital Raising, Corporate Finance, Risk Management, Business Valuation, Series 7, Start-ups, Market Research, Leveraged Finance, Competitive Intelligence, Management
Education
Arizona State University West 1999 — 2001
Finance
Dinan & Company January 2003 - Present
Skills
Finance, Financial Analysis, Entrepreneurship, Strategy, Portfolio Management, Valuation, Mergers, Financial Modeling, Deal Sourcing, Corporate Development, M&A experience, Due Diligence, Business Development, Mergers & Acquisitions, Asset Management, Strategic Financial..., Financial Structuring, Competitive Analysis, Venture Capital, Strategic Planning, LBO, Capital Markets, Acquisition Integration, Equity Research, Private Equity, Business Strategy, Investment Banking, Acquisitions, Investments, Business Planning, Private Placements, Banking, Capital Raising, Corporate Finance, Risk Management, Business Valuation, Series 7, Start-ups, Market Research, Leveraged Finance, Competitive Intelligence, Management
Education
Arizona State University West 1999 — 2001
Finance
Brian Wooster-Leyva's Dinan & Company Experience September 2011 - January 2012
Job Investment Banking Associate
Industry Investment Banking
Experience
Dinan & Company September 2011 - January 2012
Thrivent Financial for Lutherans August 2010 - June 2011
Wells Fargo Bank May 2006 - September 2008
Skills
Mergers, Series 7, Financial Planning, Financial Analysis, Excel, Financial Modeling, Financial Reporting, Asset Management, PowerPoint, Data Analysis, Investments, Valuation, Accounting, Market Research
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Finance, International Business Certificate
Dinan & Company September 2011 - January 2012
Thrivent Financial for Lutherans August 2010 - June 2011
Wells Fargo Bank May 2006 - September 2008
Skills
Mergers, Series 7, Financial Planning, Financial Analysis, Excel, Financial Modeling, Financial Reporting, Asset Management, PowerPoint, Data Analysis, Investments, Valuation, Accounting, Market Research
Education
Arizona State University, W. P. Carey School of Business 2006 — 2010
Finance, International Business Certificate
Forrest Valora II's Dinan & Company Experience December 2014 - April 2015
Job Accounting & Business Consultant at Aspire Business Consultants
Industry Financial Services
Experience
Aspire Business Consultants, Inc. April 2015 - Present
Dinan & Company December 2014 - April 2015
Dinan & Company March 2012 - December 2014
VIP Vending LLC 2005 - 2012
Heinfeld Meech & Co. September 2004 - October 2006
Skills
Auditing, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, Ten Key, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Quickbooks, Hard Worker, Reliability, Operations Management, Account Reconciliation, Reconciliations, General Ledger, Forecasting, Budgeting, Budget Analysis, Investment Banking, Budgets, Due Diligence
Education
Arizona State University 2002 — 2005
Bachelor's degree, Accounting
Aspire Business Consultants, Inc. April 2015 - Present
Dinan & Company December 2014 - April 2015
Dinan & Company March 2012 - December 2014
VIP Vending LLC 2005 - 2012
Heinfeld Meech & Co. September 2004 - October 2006
Skills
Auditing, Bookkeeping, Accounting, Accounts Payable, Accounts Receivable, Ten Key, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Quickbooks, Hard Worker, Reliability, Operations Management, Account Reconciliation, Reconciliations, General Ledger, Forecasting, Budgeting, Budget Analysis, Investment Banking, Budgets, Due Diligence
Education
Arizona State University 2002 — 2005
Bachelor's degree, Accounting