Duff & Phelps
Industry: Finance service company
DescriptionDuff & Phelps is a global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, investigations, disputes, cyber security, compliance and regulatory matters, and other governance-related issues. Headquarters: New York City, New York, United States CEO: Noah Gottdiener (2004–) Owner: Permira Number of employees: 3,500 Founded: 1932 Subsidiaries: Kroll Inc., Duff & Phelps Ltd, Duff & Phelps GmbH,
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Duff & Phelps Employees
Pondera International LLC 2015 - Present
DFW Excellerator 2013 - 2015
AlixPartners 2012 - 2013
Ernst & Young 2011 - 2012
Duff & Phelps 2010 - 2011
Barclays Investment Bank 2009 - 2009
Skills
Valuation, Investments, Marketing, Financial Modeling, Business Valuation, Restructuring, Financial Analysis, Bloomberg, Corporate Finance, Due Diligence, Strategy, Equity Research, LBO, Start-up Consulting, Nonprofits, Mergers & Acquisitions
Education
American University Washington College of Law
Juris Doctor (J.D.), International Business, Trade, and Tax Law; Intellectual Property Law; Corporate Law
New York University, Stern School of Business
Bachelor of Science (B.Sc.), Finance, International Business, Philosophy
EKS&H April 2013 - June 2014
Duff & Phelps August 2011 - March 2013
UMB Bank March 2010 - August 2011
Avondale Partners September 2008 - December 2008
Lincoln Financial Group 2008 - 2008
Lincoln Financial Group 2008 - 2008
Skills
Finance, Teamwork, Leadership, Valuation, Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Corporate Finance, PowerPoint, Data Analysis, Analysis, Equities, Derivatives, Strategic Planning
Education
Belmont University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Stella & Dot March 2015 - Present
Duff & Phelps March 2013 - February 2015
Duff & Phelps August 2010 - March 2013
BBVA Compass May 2010 - July 2010
Skills
Valuation, Financial Modeling, DCF, Equity Valuation, Business Valuation, Purchase Price..., Intangible Assets, Microsoft Excel, Investment Portfolio, Trade Names, Capital IQ, Consumer Products, Financial Analysis, Finance, Microsoft Office, Bloomberg, Data Analysis
Education
Auburn University 2006 — 2010
BS, Finance, Spanish
Duff & Phelps June 2014 - Present
SmartSnips LLC August 2013 - July 2014
Baylor Angel Network January 2013 - May 2014
Southern Proper June 2012 - May 2014
Plains State Bank May 2013 - August 2013
Alpha Tau Omega Fraternity January 2012 - December 2012
The RoArk Group May 2012 - July 2012
Alpha Tau Omega Fraternity January 2012 - May 2012
Kennedy Coffee Roasting Company August 2008 - August 2010
Skills
Leadership, Marketing, Project Management, Financial Accounting, Finance, Sales, Innovation, Product Development, Management, Outlook, PowerPoint, Event Management, Microsoft Excel, Public Speaking, Customer Satisfaction, Facebook, Microsoft Word, Budgets, Event Planning, Microsoft Office, Customer Service, Social Media, Time Management, Financial Analysis
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Marketing, Alumnus
Huawei Technologies June 2015 - Present
JPMorgan Chase May 2014 - June 2015
Duff & Phelps May 2013 - December 2013
The sunet group January 2012 - May 2013
Super H Mart July 2009 - July 2011
Taobao Marketplace September 2006 - August 2008
Skills
Customer Service, Communication, Photoshop, Corel, Microsoft Excel, Microsoft Word, PowerPoint, Access, Financial Modeling, General Ledger, Journal Entries, Microsoft Office, Financial Analysis, Accounting, Account Reconciliation, Time Management, Teamwork, Leadership, Analysis, Financial Reporting, Financial Accounting, Management, Data Analysis, QuickBooks, Accounts Payable, Corporate Finance, Finance, Financial Statements, Budgets, Outlook, Accounts Receivable, Strategic Planning, Banking, Training
Education
The University of Texas at Dallas 2011 — 2013
Bachelor's degree, Accounting and Finance, 3.5
Brookhaven Community College 2008 — 2011
Associate's degree, Accounting, 3.9
Zhengzhou University of Light Industry 2006 — 2008
Bachelor's degree, Graphic Design
Putnam Investments April 2014 - Present
Duff & Phelps July 2012 - April 2014
Strategic Risk Solutions May 2010 - May 2012
Bentley Investment Group September 2008 - April 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Morningstar, Accounting, Financial Reporting, Business Valuation
Education
Bentley University 2008 — 2012
B.S., Economics-Finance, Quantitative Perspectives
Bentley University 2008 — 2012
Bachelor of Science, Economics-Finance and Liberal Studies; Quantitative Perspectives
Terryville High School
U.S. Concrete October 2014 - Present
Duff & Phelps February 2013 - October 2014
Duff & Phelps July 2011 - February 2013
G51 Capital Management, LLC August 2010 - May 2011
Skills
Valuation, Financial Analysis, Financial Modeling, DCF Valuation, Venture Capital, Hedge Funds, Equities, Finance, DCF, Investments, Alternative Investments, Bloomberg, Business Valuation, Capital IQ, Corporate Finance, Due Diligence, Trading
Education
Baylor University - Hankamer School of Business 2010 — 2011
MBA, Finance & Entrepreneurship
Baylor University - Hankamer School of Business 2007 — 2009
BBA, Finance & Real Estate
United States Military Academy at West Point 2005 — 2007
Duff & Phelps December 2014 - Present
Honeybee Capital January 2015 - July 2015
K12 June 2014 - August 2014
Gabelli School of Business January 2012 - May 2014
EY June 2013 - August 2013
AT&T May 2012 - August 2012
National Institutes of Health May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Java, Final Cut Studio, Ableton Live, Microsoft Word, Access
Education
Boston College 2014 — 2015
Master of Science (MS), Accounting, Dean's Scholar, Graduated with Distinction, GPA 3.97
Fordham University 2010 — 2014
Bachelor of Science (BS), Public Accounting, 3.72, Magna Cum Laude
IQS Universitat Ramon Llull 2013 — 2013
Banking, Corporate, Finance, and Securities Law
Gonzaga College High School 2006 — 2010
Duff & Phelps September 2015 - Present
Duff & Phelps November 2013 - September 2015
Chief Executives Club of Boston October 2009 - May 2013
eSecLending May 2012 - August 2012
Skills
Bloomberg, Equities, Financial Analysis, Fixed Income, Financial Modeling, Securities, Public Speaking, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Investments
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Universidad Carlos III de Madrid
Kaufman Rossin Fund Services July 2014 - Present
Boston University Dining Services January 2012 - May 2014
Duff & Phelps June 2013 - August 2013
Nevada State Bank June 2012 - August 2012
Coty July 2011 - September 2011
Island Hills Golf Course May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Access, Photoshop, Infotracs, Buker's Taxanalysis, Financial Analysis, Business Objects, Business Intelligence..., S&P, Data Mining, Data Analysis, Databases
Education
Boston University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics
Fox Television October 2012 - Present
NBCUniversal, Inc. March 2010 - October 2012
DR.PHIL/THE DOCTORS June 2008 - March 2010
New Scenario Entertainment July 2007 - June 2008
Duff & Phelps 2004 - 2006
Skills
Media Relations, Public Relations, Strategic Communications, Publicity, Television, Press Releases, Social Media Marketing, Social Media, Event Planning, Video Production, Marketing Communications, Journalism, Facebook, Entertainment, Advertising, Broadcast, Copywriting, Blogging, Editing, Online Advertising, Magazines, New Media
Education
Boston College 2000 — 2004
Bachelor, Communications
Boston College
BS, Communications
Basswood Capital May 2014 - Present
Duff & Phelps October 2011 - May 2014
USC Marshall School of Business January 2011 - May 2011
USC Marshall School of Business August 2009 - May 2011
Cisco Systems June 2010 - August 2010
Redbox Telecom/ Analysys Mason October 2008 - March 2009
The Wave Equity Partners September 2007 - October 2008
Houlihan Lokey 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Investment Banking, Financial Analysis, Consulting, Valuation, Strategy, Private Equity, Financial Modeling, Mergers & Acquisitions, Telecommunications, Investments, Debt Restructuring, Subordinated Debt, Senior Debt, Transaction Experience, Distressed M&A, M&A Modeling, SOTP, Precedent Transactions, Comparable Analysis, DCF Valuation, Special Situations, Business Strategy, Business Valuation, Asset Management, Due Diligence, Corporate Finance, Finance, Management, Venture Capital, mergers and acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy, Finance, Entrepreneurship
Boston University Questrom School of Business 2000 — 2002
Business Administration, Finance, Operations Management
Palos Verdes Peninsula High School 1994 — 1998
Deterministic, Inc. January 2005 - Present
Sears Holdings Corporation (Core Mobile) June 2012 - September 2014
Medical Wait Time June 2013 - June 2014
Talk3 September 2010 - April 2012
Chopper Trading 2005 - 2006
SPSS 1995 - 2005
Comdisco September 1993 - October 1995
Duff & Phelps September 1989 - September 1993
Skills
Agile Methodologies, Software Development, Test Driven Development, Java, Predictive Analytics, Scrum, BDD, SQL, C++, Java Enterprise Edition, Architectures, XML, Ruby on Rails, Objective-C
Education
Aurora University 1984 — 1989
BS, Computer Science
ASQ Consulting LLC September 2014 - Present
Duff & Phelps May 2013 - October 2014
IPFC Corp May 2009 - May 2013
Grant Thornton LLP January 2008 - February 2009
Skills
Intellectual Property, Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Financial Analysis, Venture Capital, Business Valuation, Securities, Equity Research, Investments, Hedge Funds, Corporate Finance, Asset Management, Acquisitions, Finance, Analysis, Strategic Financial..., Derivatives, Portfolio Management, Intellectual Property..., Project Finance, Bloomberg, Fixed Income, DCF, Fraud, Equities, Forensic Accounting
Education
Baylor University - Hankamer School of Business 2006 — 2007
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Handloom Carpet Industries January 2015 - Present
Holland and Sherry July 2013 - December 2014
Blackmore Partners December 2012 - June 2013
Duff & Phelps October 2012 - October 2012
Noreen Seabrook Marketing June 2011 - August 2011
National Securities Corporation February 2010 - May 2010
BMCC September 2009 - November 2009
Skills
Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Business Analysis, Investments, PowerPoint, Management, Analysis, Strategy, Salesforce.com, Databases
Education
Stony Brook University 2010 — 2012
BS, Business Management; Finance
Borough of Manhattan Community College 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Management
Duff & Phelps February 2015 - Present
Ourpalm Co. June 2014 - September 2014
CreditEase June 2012 - August 2012
GF Securities July 2010 - August 2010
Skills
Teamwork, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, English, C, Economics
Education
University of Michigan 2013 — 2014
Master of Science (M.S.), Financial Engineering
Beijing Normal University 2009 — 2013
Bachelor's Degree, Management Science, International Trade and Economics
National Taiwan University 2011 — 2012
Exchange Student, International Business
The World Bank January 2014 - Present
African Development Bank June 2013 - December 2013
African Guarantee Fund for Small and Medium-Sized Enterprises (AGF) September 2011 - December 2013
African Development Bank April 2011 - May 2013
African Development Bank October 2008 - March 2011
MPS Capital Services January 2003 - June 2005
Standard & Poor's October 2000 - November 2002
Duff & Phelps May 1999 - September 2000
Skills
Portfolio Management, Economic Development, International..., Banking, Finance, Financial Modeling, Credit, Investments, Emerging Markets, Trading, Economics, Africa, Development Economics, Investment Banking, Corporate Finance, Project Finance, Capital Markets, Private Sector..., Macroeconomics, Microfinance
Education
Queen Mary, U. of London
Doctor of Philosophy (PhD) Candidate
Institute of Development Studies, University of Sussex 2005 — 2007
Master of Philosophy (MPhil)
Fondazione Cuoa 1998 — 1999
Master's degree
Sapienza Università di Roma 1991 — 1995
Bachelor's degree
Alexion Pharmaceuticals, Inc. June 2015 - August 2015
Vertex Pharmaceuticals September 2011 - June 2014
Duff & Phelps July 2008 - August 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Boston College 2004 — 2008
BS, Finance
UNSW Australia 2007 — 2007
Boston College High School 2000 — 2004
Broad Institute July 2015 - Present
Dana-Farber Cancer Institute November 2013 - July 2015
Dana-Farber Cancer Institute July 2011 - November 2013
Duff & Phelps 2010 - 2011
Provident Healthcare Partners, LLC 2007 - 2009
Skills
Mergers & Acquisitions, Financial Analysis, Valuation, Financial Reporting, Microsoft Excel, PowerPoint, Writing, Strategic Planning, Financial Modeling, Strategic Financial...
Education
Boston College - Carroll School of Management
Bachelor's Degree, Dual Major: Finance and English
Duff & Phelps July 2014 - Present
McGraw Hill Financial June 2013 - August 2013
Rafferty Capital Markets July 2012 - August 2012
S&P Capital IQ December 2010 - July 2012
Skills
Microsoft Excel, Data Analysis, Economics, Microsoft Office, Financial Analysis, PowerPoint, Time Management, Equities, Microsoft Word, Public Speaking, Fundraising, English, Access, Market Research, Outlook, Facebook, Data Entry, Event Planning, Analysis, Research, Customer Service, Community Outreach, Social Media, Teamwork, Capital IQ, Team Leadership, Social Networking, Marketing, Statistics, Leadership, Public Relations, Databases, Nonprofits, Higher Education, Sales, Social Media Marketing, Salesforce.com, SPSS
Education
Boston College 2010 — 2014
Bachelor’s Degree, Economics and Communications Double Major, 3.3 GPA
University College Dublin 2012 — 2012
Semester Abroad, Business/Managerial Economics
Garden City High School 2006 — 2010
High School, Principal's List, First Honors
Qualcomm July 2014 - Present
Legal Oasis June 2013 - June 2014
Duff & Phelps October 2012 - March 2013
One Solution Technology May 2012 - February 2013
One Solution Technology May 2012 - February 2013
iEnvision Technology January 2011 - August 2012
Skills
Visual C++, C#, Visual Basic, Borland C++, C++/CLI, Delphi, JavaScript, jQuery, CSS3, Microsoft SQL Server, HTML 5, ASP.NET, WCF Services, Lambda Expressions, CSS, Web Applications, SQL, VB.NET, Agile Methodologies
Education
단국대학교 / Dankook University
BS, Electronics and Computer Science
한남대학교 / Hannam University
Civil Engineering
Duff & Phelps April 2015 - Present
Duff & Phelps August 2012 - March 2015
Travelers Life & Annuity May 2004 - September 2004
Skills
Business Valuation, Purchase Price..., Mergers, Valuation, Equity Valuation, DCF, Intangible Assets, Equities, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Boston College 2001 — 2005
B.S., Finance and Economics
Best Buy June 2014 - July 2015
Best Buy July 2013 - June 2014
Best Buy July 2012 - June 2013
Staples June 2011 - June 2012
Staples June 2010 - August 2010
Hasbro January 2010 - June 2010
Park Street Church April 2009 - August 2009
Ernst & Young LLP July 2006 - March 2009
Duff & Phelps July 2004 - June 2006
Skills
Financial Modeling, Analysis, Financial Analysis, Analytics, Valuation, Finance, Corporate Finance, Forecasting, Data Analysis, Business Strategy, Project Management, Mergers & Acquisitions, Management, Retail, Financial Reporting, Strategy, Mergers, Competitive Analysis, Pricing, Intangible Assets, Leadership, Process Improvement, P, Cross-functional Team..., Business Process..., Strategic Negotiations, Negotiation, Real Estate, Operational Strategy, Decision Support, Delivering Change, Presentation Skills
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance
Wheaton College 2000 — 2004
B.A., Economics
Duff & Phelps March 2015 - Present
Howell Tractor and Equipment LLC July 2014 - March 2015
Howell Tractor and Equipment LLC January 2013 - June 2014
Heart of West Michigan United Way March 2012 - January 2013
Grand Rapids Area Chamber of Commerce August 2012 - December 2012
Grand Rapids Area Chamber of Commerce January 2012 - July 2012
Edward Lowe Foundation May 2010 - March 2012
National Kidney Foundation of Indiana October 2010 - October 2011
Sigma Nu Fraternity December 2007 - May 2010
Edward Lowe Foundation May 2009 - August 2009
Skills
Fundraising, Non-profits, Event Planning, Social Media, Customer Relations, Customer Retention, Program Implementation, Sales, Marketing, Retail Sales, Customer Service, Nonprofits, Volunteer Management, Facebook, Entrepreneurship, Advertising, Microsoft Office
Education
Albion College 2007 — 2010
B.A., Economics & Management
International College of Management, Sydney 2008 — 2009
Hospitality and Tourism Management
Southwestern Michigan College 2006 — 2007
General Business
Deloitte September 2014 - Present
Duff & Phelps April 2012 - August 2014
Booz Allen Hamilton September 2011 - February 2012
PricewaterhouseCoopers September 2007 - August 2011
PricewaterhouseCoopers September 2004 - August 2007
PricewaterhouseCoopers, SRO - Czech Republic August 2002 - August 2004
PricewaterhouseCoopers, SRO - Czech Republic October 2001 - July 2002
Turenne and Associates Healthcare Management, Inc. June 1995 - May 2002
Mendelovo Gymnazium, Opava, Czech Republic September 1994 - June 1995
Turenne and Associates Healthcare Management, Inc March 1992 - August 1994
Skills
Computer Forensics, Litigation Support, Certified Fraud Examiner, EnCase, Cyber Security, Information Security..., Forensic Investigations, Fraud Investigations, CISA, MCSE, Computer Incident..., CRISC, Security, Forensic Analysis, Fraud, Computer Security, IT Audit, Information Security, Consulting, Risk Management, Sarbanes-Oxley Act
Education
Empire State University, New York University, Prague (UNYP) 2001 — 2002
Bachelors of Science, Accounting
Alabama State University 1996 — 2000
Accounting
Peachtree High School 1980 — 1986
Duff & Phelps March 2009 - Present
Babson College August 2011 - Present
Passim September 2014 - Present
Ernst & Young October 2007 - March 2009
Duff & Phelps September 2005 - October 2007
Cable & Wireless Communications December 2003 - September 2005
NERA Economic Consulting March 1998 - December 2003
LiveWire Contacts, Inc. 2000 - 2000
Massachusetts Department of Public Utilities March 1995 - March 1998
Skills
Private Companies, Business Valuation, Option Pricing Models, DCF Valuation, Equity Valuation, Litigation Consulting, Testimony, Depositions, Teaching, Corporate Finance, Mergers, Cost Of Capital, Solvency, Fairness Opinions, Entrepreneurship, Intangible Assets, Purchase Price..., 409A, Private Equity, Venture Capital, Mergers & Acquisitions, Valuation, Financial Modeling, Finance, Analysis, Financial Reporting, Due Diligence, Financial Analysis, Strategy, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, Entrepreneurship
Carnegie Mellon University 1989 — 1993
BS, Electrical Engineering / Eng & Public Policy
St. Julian's School 1987 — 1989
IB
Duff & Phelps June 2015 - Present
ADP May 2014 - August 2014
Toys R Us June 2013 - August 2013
Township of Morris May 2012 - August 2012
Red Mango, Inc. April 2011 - August 2011
Skills
Languages, Microsoft Office, Mathematics, Networking, Cpr Certified, Data Analysis, Leadership, Stata, Public Speaking, Capital IQ, Economic Research, LaTeX, Organization, Music, Athletics, Spanish, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2016
Master's Degree, Finance
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics; Mathematics and Spanish Minors
Universitat Pompeu Fabra 2013 — 2013
Newark Academy 2007 — 2011
International Baccalaureate & High School Diploma
Duff & Phelps May 2015 - Present
Boston University Questrom School of Business September 2014 - Present
BU Finance & Investment Club Student Managed Investment Fund May 2014 - Present
TAMID Group at BU December 2013 - Present
Paritz & Company May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Research, Financial Analysis, Data Analysis, Spanish, Leadership, Outlook, English, Public Speaking, Finance, Time Management, Social Media
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Accounting, Finance, and Law
Gordon Brothers Group 2011 - Present
Gordon Brothers Group 2008 - 2011
Duff & Phelps 2005 - 2006
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers 1971 - 2001
Education
Columbia University - Columbia Business School 1969 — 1971
MBA
Boston College - Carroll School of Management 1965 — 1969
B.S., Accounting and Finance
RightPoint Consulting August 2011 - Present
Duff & Phelps March 2008 - June 2011
GTCR Golder Rauner January 1998 - August 2007
Education
Ball State University
BA, Journalism/Theatre
Peters Advisors LLC (an Economics Partners company) July 2011 - Present
Duff & Phelps April 2009 - June 2011
Duff & Phelps November 2007 - April 2009
Alcatel-Lucent September 2006 - October 2007
Lucent Technologies August 2004 - September 2006
Skills
Transfer Pricing, Valuation, Intellectual Property, Financial Modeling, International Tax..., Financial Analysis, Restructuring, Tax, Finance, Analysis, Due Diligence, Intellectual Property..., Mergers & Acquisitions, Business Valuation, Private Equity, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
M.S., Management - Finance
Boston College 2000 — 2004
B.S., Finance
Feather & Bone September 2015 - Present
Silicon Valley Bank July 2013 - September 2015
TechStars August 2012 - November 2012
Duff & Phelps May 2012 - August 2012
BNP Paribas September 2007 - July 2010
Nickerson PR, Marketing & Events, Inc. September 2006 - December 2006
Standard Chartered Bank May 2006 - July 2006
Accenture July 2005 - August 2005
Standard Chartered Bank May 2005 - July 2005
Accenture June 2004 - August 2004
Skills
Competitive Analysis, Business Development, Business Strategy, Strategy, Financial Analysis, Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, GPA 3.7 - Magna Cum Laude
Babson College 2003 — 2007
BA, Strategy and Marketing
Benenden School 2001 — 2003
A-Levels
Emirates international
PwC January 2012 - Present
Duff & Phelps June 2011 - August 2011
Comverse April 2007 - June 2009
Israel Air Force Flight Academy January 2002 - October 2003
Skills
Java, C++, C, Matlab, Excel, R, Bloomberg, Capital IQ, Mathematica, SQL, Linux, JSP, JavaScript, AspectJ, Eclipse, Visual Studio, Management, Monte Carlo Simulation, PSP, Quantitative Finance, Financial Analysis, Microsoft Excel, Entrepreneurship, Software Development, Derivatives, VBA, Financial Modeling, Algorithms, Valuation
Education
Boston University - School of Management 2010 — 2012
MS
Tel Aviv University 2004 — 2008
B.Sc.
BDO USA, LLP June 2014 - Present
McGladrey LLP February 2009 - June 2014
Caturano and Company February 2009 - July 2010
OFI Institutional Asset Management February 2007 - 2009
Sun Capital Advisers LLC (a division of Sun Life Financial) June 2005 - February 2007
Duff & Phelps 2001 - 2005
Standard & Poor's 2001 - 2005
Skills
Business Valuation, Mergers & Acquisitions, Private Equity, Venture Capital, Financial Analysis, Financial Modeling, Derivatives, Capital Markets, Restructuring, Investments, Life Sciences, Biotechnology, Information Technology, Corporate Development, Financial Services, Equities, Finance, Fundamental Analysis, Mergers, Valuation, Asset Managment, Portfolio Management, Financial Reporting, Fixed Income
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA
The University of Connecticut 1991 — 1995
BA
NMHS
Duff & Phelps July 2015 - Present
Texas A&M University August 2014 - May 2015
International Trade Centre May 2014 - August 2014
University of Miami August 2012 - May 2013
The Intergenerational Literacy Program January 2010 - May 2010
Grassroots Campaigns August 2009 - December 2009
Skills
Spanish, Research, International Relations, Qualitative Research, Transfer Pricing, Financial Analysis, Public Speaking, Economics, Editing, Political Science, Microsoft Office, Program Management, Social Media, Teaching, Politics, English, SPSS, Public Policy, PowerPoint, Social Skills, Social Media Outreach, International Trade, Facebook, Microsoft Excel, Trade Promotions, Trade Marketing, Writing, Financial Modeling
Education
Texas A&M University 2013 — 2015
Master's Degree, International Affairs
University of Miami 2010 — 2013
Bachelor's degree, Political Science and Economics
Ort Braude College 2012 — 2012
Political Science and Government
Boston University 2009 — 2010
John A. Ferguson 2005 — 2009
International Baccalaureate Diploma
BNY Mellon - Pershing Prime Services September 2012 - Present
Duff & Phelps March 2010 - September 2012
New York State Common Retirement Fund January 2008 - March 2010
New York State Common Retirement Fund July 2005 - December 2007
New York's 529 College Savings Progam June 2003 - July 2005
Skills
Asset Management, Prime Brokerage, Consulting, Hedge Funds, Fund Of Funds, Mutual Funds, Pension Funds, Product Development, Project Management, Technical Writing, Series 7, Series 63
Education
Arizona State University, W. P. Carey School of Business 1997 — 2001
Bachelor of Science, Finance
Centerbridge Partners July 2015 - Present
Duff & Phelps July 2014 - July 2015
Babson College Finance Division July 2012 - May 2014
VCE, the Virtual Computing Environment Company May 2013 - December 2013
Babson College Curriculum Innovation and Technology Group: Blended Learning Team November 2012 - December 2013
Babson College Accounting & Law Division January 2012 - September 2013
Day2Night Convertible Heels July 2012 - July 2013
Babson College Health Services January 2012 - June 2012
Whiteboard Deals (Student-run Business) January 2011 - May 2011
Jack Oujo CPA, Inc. September 2009 - May 2011
Skills
Microsoft Office, Minitab, @Risk, Flash Animation, Solidworks, AutoCAD, Inventor, 3D Studio Max, 3D rendering, Revit, Matlab, Program Management, Analysis, Access, PowerPoint
Education
Babson College 2010 — 2014
Franklin W. Olin College of Engineering 2010 — 2013
Certificate in Engingeering Design
High Technology High School 2006 — 2010
High School Diploma, Mathematics, Science and Engineering
Partners in Performance June 2014 - Present
Wynnchurch Capital January 2013 - April 2014
Navistar Inc September 2010 - December 2012
Navistar April 2004 - August 2010
Booz & Company 1996 - 2004
Duff & Phelps February 1993 - August 1995
Leo Burnett June 1990 - February 1993
Skills
Cross-functional Team..., Supply Chain Management, Global Sourcing, Management Consulting, Management, Strategic Sourcing, Business Strategy, Mergers & Acquisitions, Purchasing, Mergers, Change Management, Logistics, Procurement, Strategy, Start-ups, Cost Reduction, Strategic Planning, Commodity Risk..., Leadership, Cross Functional Team..., Team Building, Team Leadership, Problem Solving, Operations Management, Operational Excellence, Productivity, Performance Improvement, Growth Strategies, Risk Management, Private Equity, Supply Chain, Program Management, Manufacturing, P&L Management, Product Development, Pricing, Executive Management, Financial Modeling, Process Improvement, Due Diligence, Restructuring, Business Process..., Consulting, Competitive Analysis, Business Development, Business Planning, New Business Development, Finance, Negotiation, Sourcing
Education
The University of Chicago - Booth School of Business 1994 — 1996
Master of Business Administration (MBA)
Beloit College 1986 — 1990
BA, Economics/Mathematics/ Minor English
Huron Consulting Group July 2014 - Present
Huron Consulting Group January 2014 - July 2014
The Frankel Group July 2013 - January 2014
Sialix, Inc. January 2013 - June 2013
MIT Sloan School of Management September 2011 - May 2013
Infinity Pharmaceuticals June 2012 - August 2012
RSM McGladrey, Inc. March 2009 - July 2011
Duff & Phelps July 2007 - March 2009
Cambridge Associates February 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Private Equity, Business Valuation, Data Analysis, Mergers, Competitive Analysis, Management Consulting, Analytics, Business Strategy, Market Research, Forecasting, Entrepreneurship, Economics, Investments, Investment Banking
Education
MIT Sloan School of Management 2011 — 2013
MBA
Bentley University 2003 — 2007
BS, Economics-Finance
Duff & Phelps November 2012 - Present
Ernst & Young October 2006 - November 2012
BearingPoint March 2006 - October 2006
S&D Corporation May 2003 - February 2006
Skills
Valuation, Equities, Finance, Business Valuation, Financial Modeling, DCF, Equity Valuation, Financial Analysis, Corporate Finance, Mergers, Private Equity, Due Diligence, Debt Valuation, Technology Valuation, Customer Relationships..., IPRD Valuation, Analysis, Mergers & Acquisitions, Hedge Funds, Purchase Price..., Financial Services, Investments, Portfolio Management, Capital Markets, Bloomberg, Financial Reporting, Management Consulting, Management
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance
Binghamton University - School of Management
CFA Institute, CFA Level III Candidate
Duff & Phelps June 2014 - Present
Houlihan Lokey July 2012 - July 2013
Houlihan Lokey June 2011 - August 2011
Novecon Financial 2009 - 2010
Novus Finance 2007 - 2009
Greek Army February 2005 - July 2006
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Panepistimion Pireos 1998 — 2006
BSc, Business Administration
Université de Versailles Saint-Quentin-en-Yvelines 2002 — 2003
Chrisostomo
Chrisostomo
Houlihan Lokey June 2011 - Present
Duff & Phelps January 2006 - March 2011
FTI Consulting 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen September 1997 - May 2002
Deloitte & Touche 1995 - 1997
Internal Revenue Service July 1990 - August 1995
Skills
Restructuring, Mergers & Acquisitions, Financial Structuring, Tax, Investment Banking, Mergers, Due Diligence, Corporate Finance, Private Equity, Cross-border..., Financial Analysis, Valuation, Tax Advisory, Hedge Funds, Financial Modeling, Tax Law, International Tax
Education
New York University School of Law 1987 — 1989
LLM (Tax), Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, Law
The Hebrew University 1979 — 1983
BA, Jewish Philosophy and Bible
Office of the Comptroller of the Currency September 2012 - Present
The Oakleaf Group June 2010 - August 2012
Mortgage Harmony September 2008 - August 2012
Duff & Phelps November 2009 - June 2010
Mortgage Harmony 2009 - 2010
Huron Consulting Group May 2009 - November 2009
Newbold Advisors May 2007 - May 2009
Fannie Mae 2001 - 2007
Skills
Capital Markets, Financial Risk, Credit Risk, Portfolio Management, Valuation, Credit, Banking, Structured Finance, Loans, Finance, Mortgage Lending, Financial Services
Education
American University - Kogod School of Business 1987 — 1990
MS, Finance
University of Delaware - Lerner College of Business and Economics 1977 — 1981
BA, Economics & Political Science
Wells Fargo Advisors March 2012 - November 2012
Dale Carnegie Training January 2012 - March 2012
Toastmasters July 2010 - June 2011
Wells Fargo Advisors March 2010 - August 2010
Wells Fargo Advisors November 2009 - March 2010
The Allen Daniel Group September 2006 - November 2009
TIAA-CREF Trust Company, FSB September 2001 - September 2006
Bank of America October 1997 - September 2001
Bank One April 1993 - October 1997
Duff & Phelps 1986 - 1993
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Trading, Financial Planning, Asset Management, Investment Strategies, Retirement Planning, Asset Managment, Strategic Financial..., Equities, Securities, Series 7, Investment Management, Alternative Investments, Insurance, Wealth Management, Due Diligence, Fixed Income, Risk Management, Financial Services, Series 63, Finance, Investment Advisory, Teaching, Strategy, Analysis, Leadership, Team Leadership, Financial Advisory, Public Speaking, CRM, Management, Financial Analysis, Relationship Management, Employee Benefits, Banking, Financial Modeling, Credit, New Business Development, Project Planning, Mergers & Acquisitions, Executive Management, Software Documentation, Cash Management, Bonds, Financial Risk, Business Analysis, Valuation
Education
Dale Carnegie 2006 — 2006
Baldwin Wallace University 1989 — 1991
MBA, Systems Management
Baldwin Wallace University 1981 — 1986
BA, Marketing & Management
Shaw High School 1977 — 1981
High School Diploma, Math & Science
EY September 2014 - Present
Boston University, Educational Resource Center January 2012 - May 2014
Boston University, AdLab January 2014 - April 2014
EY June 2013 - August 2013
Duff & Phelps July 2012 - August 2012
Model United Nations January 2011 - October 2011
Anthelio Healthcare Solutions July 2011 - August 2011
Masconomet Health Care July 2006 - September 2009
The Conjoin Group August 2009 - August 2009
Habitat for Humanity September 2008 - April 2009
Skills
Facebook, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Research, Graphic Design, Illustrator, Teamwork, Data Analysis, Advertising, Editing, Photoshop, Adobe Creative Suite, Logo Design, Blogging, Microsoft Office, Social Media Marketing, Finance, WordPress, Fundraising, Marketing, Account Executive, Account Management, Leadership, Social Networking
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration
Boston University 2010 — 2014
College of Communication, Minor in advertising
Masconomet Regional High School 2006 — 2010
High School
Ares Management August 2015 - Present
Duff & Phelps July 2014 - August 2015
Boston College Carroll School of Management September 2013 - May 2014
Duff & Phelps June 2013 - August 2013
Boston College Information Systems Department January 2013 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Boston College Campus Recreation June 2012 - August 2012
Arthur L. Johnson High School September 2010 - August 2012
Hoboken Beer and Soda Oulet June 2008 - June 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Financial Statement..., Leadership, Data Analysis, Determination, Facebook, Twitter, Valuation, Event Planning, Goal Seek, Determination to Succeed, Casual Wear, Theatrical Production, Acting, Squash, Italian cuisine, SQL, Visual Basic, Adobe Premiere Pro, Sales, Final Cut Pro, Microsoft Word, SharePoint, Outlook, Social Media, Order Processing, Customer Service, Analysis, Roulette, Blackjack, Transportation Planning
Education
Boston College, Wallace E. Carroll School of Management 2010 — 2014
B.S Management, Finance, Economics, Information Systems
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Finance, General
Arthur L. Johnson High School 2006 — 2010
Duff & Phelps June 2012 - Present
Legg Mason June 2006 - June 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, DCF
Education
Boston University Questrom School of Business 2010 — 2012
Master of Business Administration (M.B.A.), High Honors
University of Vermont 2001 — 2005
Bachelor’s Degree, Business Administration
Fairfield College Preparatory School 1997 — 2001
High School
Duff & Phelps January 2015 - Present
Cognex Corporation July 2014 - December 2014
Bentley Microfinance Group September 2012 - December 2014
Trombetta’s Farm April 2010 - October 2014
Verisk Health May 2013 - January 2014
Skills
Salesforce.com, Customer Support, Analytics, Access, CRM, Account Management, Sales Presentations, Data Analysis, Marketing Research, Sales, Outlook, Marketing, Customer Service, Sales Process, Market Research
Education
Bentley University 2011 — 2014
Bachelor of Science, Economics-Finance; Computer Information Systems
RMIT University 2014 — 2014
Semester Study Abroad
Cardozo Law Review, Volume 37 July 2015 - Present
Duff & Phelps May 2015 - Present
Nomura Securities Intl Inc January 2014 - July 2014
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2014 — 2017
Yeshiva University
Alvarez & Marsal 2015 - Present
Duff & Phelps 2012 - 2014
Ernst & Young 2010 - 2012
Skills
Analysis, Accounting, Due Diligence, IFRS, Finance, Auditing, CPA, Corporate Finance, Private Equity
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelors in Business Administration, Accountancy
Duff & Phelps June 2015 - Present
Deloitte Financial Advisory Services LLP August 2014 - May 2015
Deloitte Financial Advisory Services LLP April 2012 - August 2014
Deloitte & Touche LLP August 2008 - April 2012
State Street Bank June 2006 - August 2006
Skills
Auditing, Consolidation, Sarbanes-Oxley Act, Finance, Financial Analysis, US GAAP, Accounting, Financial Reporting, SEC Filings, GAAP, Due Diligence, Financial Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSA, Accounting
Boston College 2004 — 2008
BS, Accounting & Finance
Beachbody February 2014 - Present
Beachbody March 2013 - February 2014
Beachbody May 2012 - March 2013
Duff & Phelps February 2010 - May 2012
Duff & Phelps August 2009 - January 2011
Citi May 2008 - August 2008
Skills
Trading, Valuation, Investment Banking, Capital IQ, Corporate Development, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Financial Modeling, Due Diligence, Equities, Strategy, DCF, Mergers & Acquisitions, Finance, Investments, Analysis, Management, Marketing, Microsoft Excel
Education
Boston University - School of Management 2005 — 2009
Bachelor's degree, Business Adminstration with a Concentration in Finance and International Management, Summa Cum Laude
Duff & Phelps July 2012 - Present
Broke and Beautiful June 2010 - Present
BDO Consulting April 2008 - July 2012
Zolfo Cooper September 2007 - April 2008
Merrill Lynch October 2005 - October 2006
PricewaterhouseCoopers September 2003 - September 2005
Berdon LLP October 2001 - September 2003
Skills
Transaction Advisory..., M&A due diligence, Corporate Strategy, Business Analysis, Cash Flow Modeling, Restructuring, Bankruptcy, Cash Flow Forecasting, Business Strategy, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategy
Education
Binghamton University - School of Management 1997 — 2001
BS, Accounting
Duff & Phelps July 2015 - Present
Inbound Real Estate July 2014 - Present
JoMI (Journal of Medical Insight) June 2014 - September 2014
Leopard Framing Corp. June 2013 - August 2013
Concrete Systems, Inc. May 2012 - July 2012
Skills
Financial Accounting, Public Speaking, Financial Statements, Ledgers, Entrepreneurship, Foreign Languages, Finance, Sales, Market Research, Real Estate, Financial Analysis, Marketing Strategy, Project Finance, Personal Finance, Valuation, DCF Valuation
Education
Boston University 2011 — 2015
BS Business Administration (B.S.B.A.) - Concentration in Finance & Law, Finance and Financial Management Services, Senior
Seton Hall Preparatory School 2006 — 2010
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP July 2012 - July 2014
PKF Texas May 2010 - May 2012
Duff & Phelps May 2008 - June 2010
UHY Advisors September 2005 - May 2008
Deloitte & Touche January 2003 - September 2005
Skills
Income Tax, Partnership Taxation, Corporate Tax, Tax Compliance, State Taxation, State Tax, CPA, Sales Tax, Tax Preparation, Tax Research, State Tax Planning, Tax Advisory, International Tax, US Tax, SEC filings, Tax Accounting, Tax
Education
Baylor University
MS, Taxation
IPT C&I School
InterGen September 2014 - Present
Duff & Phelps June 2013 - August 2014
Ernst & Young October 2012 - May 2013
Grant Thornton LLP October 2010 - September 2012
Grant Thornton LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Due Diligence, Mergers & Acquisitions, Financial Modeling, Valuation
Education
Bentley University
B.S., Accountancy
Weston High School
Diploma
Duff & Phelps March 2012 - Present
Jean Marie Patisserie & Bistro December 2010 - March 2012
Eric Mower and Associates January 2010 - May 2010
Help the Aged November 2008 - December 2008
Ponti's Group Ltd. London September 2008 - October 2008
Skills
Public Relations, Social Media, Marketing, Fundraising, Event Management, Press Releases, Competitive Analysis, Sales, Customer Service, Research, Marketing Communications, Social Media Marketing, Marketing Strategy, Facebook, Market Research, Advertising, Email Marketing, Event Planning, Digital Marketing, Brand Management, Social Networking, Online Advertising, Online Marketing, Digital Strategy, Integrated Marketing, Digital Media
Education
Binghamton University 2010 — 2011
MBA
Siena College 2006 — 2010
BS, Marketing
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - September 2014
Twin Focus Capital Partners LLC September 2011 - December 2011
EMD Serono April 2011 - September 2011
Racepoint Group February 2009 - August 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Corporate Finance, Summa Cum Laude
Boston University 2004 — 2008
BS
Duff & Phelps September 2015 - Present
E*TRADE Financial Corporation 2014 - 2015
Reed Elsevier October 2012 - November 2014
McGraw-Hill Companies October 2006 - September 2012
The Home Depot August 2004 - September 2006
Pfizer June 1999 - June 2004
Kwasha Lipton (PwC) 1993 - 1999
Skills
Performance Management, Human Resources, Deferred Compensation, Talent Management, Leadership Development, Recruiting, Organizational..., Process Improvement, Strategic Planning, Executive Coaching, Compensation..., Compensation, Management, Personnel Management, Applicant Tracking..., Leadership, Analytics, Pension Administration, Compensation Structures, Organizational..., HRIS, Human Capital Management, Statistics, Actuarial Science, Sales Compensation..., Compensation Strategy, Benefits Administration, Presentation Skills, Presentation Coaching, Change Management, Salary Benchmarking, Relationship Building, Employee Relations, Employee Benefits, Strategy, Training, Succession Planning, Onboarding, Organizational Design, Employee Engagement, Coaching, Project Management, Career Development, Consulting, Team Building, Training, Workforce Planning, Interviews
Education
World at Work 2010 — 2015
Certified Compensation Professional, Compensation
City University of New York-Baruch College 1988 — 1991
BS, Actuarial Science
Duff & Phelps July 2011 - Present
JP Morgan Chase May 2010 - August 2010
Marshside Restaurant May 2008 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Data Analysis, Financial Modeling, Capital IQ, French, Valuation, Accounting, Finance
Education
Boston College 2007 — 2011
Bachelor of Science, Finance and Marketing
Ecole de Management Strasbourg 2010 — 2010
Semester Abroad, Business
Sony Pictures Entertainment July 2011 - Present
Duff & Phelps July 2008 - March 2012
Merrill Lynch June 2007 - December 2007
Skills
Business Development, Leadership, Financial Analysis, Investments, Financial Modeling, Management, Corporate Finance, Valuation, Finance, Strategy, Microsoft Office, Marketing, Mergers & Acquisitions, Strategic Planning
Education
Boston University 2004 — 2008
Bachelor’s Degree, Economics, Business Administration Minor
FTI Consulting April 2015 - Present
Baker Hughes August 2013 - April 2015
Waste Management, Inc. July 2010 - July 2013
Energy Maintenance Services March 2009 - July 2010
Duff & Phelps August 2006 - June 2008
Dune Software 2003 - 2004
Ogilvy & Mather 1999 - 2003
Qwest Communications (acquired by CenturyLink) 1997 - 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Analysis, Business Valuation, Corporate Finance, Business Analysis, Process Improvement, Strategic Planning, Forecasting, Strategy Development, Product Development, Risk Management, Excel, Statistics, Competitive Analysis, Data Analysis, Mergers & Acquisitions, Strategy, Business Planning, Microsoft Excel, Business Development, Finance, Management, Business Strategy, Cross-functional Team..., Investments, Energy, Corporate Development, Project Management, Leadership, Restructuring
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
Arizona State University 1994 — 1996
BSE, Electrical Engineering
Duff & Phelps September 2008 - Present
CRA International July 2005 - October 2008
Deloitte Tax April 2002 - July 2005
Deloitte & Touche LLP 2002 - 2005
Arthur Andersen 2001 - 2002
Ernst & Young LLP 1996 - 2001
Skills
Transfer Pricing, International Tax, Business Valuation, Valuation, Due Diligence, Economics, Financial Modeling, Mergers, Tax, Restructuring, Financial Analysis, Corporate Finance, Management Consulting, Private Equity, Corporate Tax, Cross-border..., Benchmarking, Intellectual Property..., Accounting, Econometrics, Equity Valuation, Corporate Governance, Finance, Investments, Financial Structuring, Forensic Accounting, Financial Reporting, Licensing, Tax Law, Litigation Support, Equities, Business Strategy, Tax Advisory, Intangible Assets, Venture Capital, US GAAP, Intellectual Property
Education
The University of Chicago 1995 — 1997
MA, Economics
Bates College 1990 — 1994
BA, economics and mathematics
Nine Collective, LLC April 2013 - Present
Duff & Phelps July 2011 - April 2013
Growth Capital Partners July 2008 - July 2011
Duff & Phelps LLC October 2005 - July 2008
ExxonMobil 2005 - 2005
ExxonMobil Chemical Company 2000 - 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Business Valuation, Corporate Finance, Financial Analysis, Private Equity, Investment Banking, Portfolio Management, Finance, Risk Management, Strategy
Education
Louisiana State University 2001 — 2004
Masters, MBA
Auburn University 1994 — 1999
Bachelors, Chemical Engineering
Duff & Phelps May 2013 - Present
Global Gaming & Hospitality April 2012 - January 2013
Impetus Capital, LLC June 2011 - February 2012
Skills
Valuation, Excel, PowerPoint, Financial Analysis, Financial Modeling, Operations Research, Industry Analysis, Market Analysis, Investment Banking, Corporate Finance, Due Diligence, Microsoft Excel, Capital Markets, DCF, Equities, Finance, Economics, Investments, Bloomberg, Competitive Analysis
Education
City University of New York-Baruch College 2009 — 2012
BBA, Major: Finance Minor: Math, Economics
Duff & Phelps November 2009 - Present
Ernst & Young LLP November 2004 - December 2009
Ernst & Young 2004 - 2009
Ernst & Young 2004 - 2009
NBCUniversal/Universal Television Networks April 1995 - November 2004
Skills
Internal Audit, External Audit, Full Cycle Accounting, Journal Entries, Accruals, Fixed Assets, Ledger, Year End Close, Intercompany, Month End, Variances, Payroll Processing, General Ledger, Reconciliations, Audit Support, Spanish, SOX, Cash Management, Accounts Payable, Accounts Receivable, Revenue Cycle, Internal Controls, Process Improvement, Budget Preparation, Budget Analysis, Budget Tracking, Excel, Lawson, SAP, Segregation of Duties, Data Analysis, Crystal Reports, Business Objects, Risk Assessment, Financial Control, Flow Charts, Walkthroughs, Risk and Control Matrix, Sarbanes Oxley Act, Multi-state Payroll, ACL, Sarbanes-Oxley Act, Auditing
Education
Baruch College, City University of New York (CUNY) 1996 — 2002
BBA, Accounting
GE Capital June 2014 - Present
EY - Valuation & Business Modeling - Complex Securities 2005 - 2014
Financial Accounting Standards Board 2010 - July 2012
EY - Professional practice 2008 - 2010
Duff & Phelps 2004 - 2005
Valuemetrics 2003 - 2004
Buck Consultants (Mellon Financial) 2001 - 2002
Skills
Valuation, Financial Accounting, Accounting, Fair Value, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Accounting Standards, US GAAP, Securities, Auditing, Derivatives, Risk Management
Education
Weatherhead School of Management at Case Western Reserve University
MBA, Finance
Allegheny College
B.A., Economics
Duff & Phelps June 2012 - Present
Education
Seton Hall University School of Law 2000 — 2003
JD
American University - Kogod School of Business 1998 — 2000
MBA, Finance
American University 1994 — 1998
BS, Finance
Duff & Phelps June 2015 - August 2015
Trustco Bank September 2013 - May 2014
AXA Advisors June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Leadership, Sales, Finance, Teamwork, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's Degree, Global Finance, 3.7
Binghamton University, State University of New YorkHarpur College of Arts and Sciences 2009 — 2013
BA, Economics
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts, Harpur - Economics
Duff & Phelps July 2015 - Present
Michel Dyens & Co. May 2014 - August 2014
Pet Head July 2013 - August 2013
Texas Recycling/Surplus, Inc. May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Analysis, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
BBA, Finance; Minor in Accounting
ESCI-UPF International Business
International Finance
Universitat Pompeu Fabra
Study Abroad Program
Deutsche Asset Management August 2013 - Present
UBS Investment Bank August 2010 - March 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers April 2004 - September 2008
Citi June 2003 - April 2004
ABN AMRO September 1999 - September 2002
Duff & Phelps January 1996 - September 1999
Skills
MBS, Portfolio Management, ABS, Risk, Fixed Income, Asset Management, Hedge Funds, Hedging, Swaps, Mortgage, Derivatives, Excel, Analytics, Bonds, Capital Markets, CMBS, Quant, Valuation, Risk Management, Interest Rate..., Fixed Income Trading, ALM, Rates, Risk Management Systems, Yield Book, Point, Intex Desktop, Credit Derivatives
Education
The University of Chicago 2001 — 2003
MBA, Analytic Finance & Econometrics
Boston University 1988 — 1993
BA, Physics
Duff & Phelps May 2015 - Present
Skills
Litigation Support, Document Management, SharePoint, EDRMS, Records Management, Project Management, Enterprise Software, Microsoft SQL Server, Knowledge Management, Access, Contract Negotiation, SQL, Database Admin, Computer Forensics, Professional Services, SaaS, Integration, Cloud Computing, Enterprise Content..., Enterprise Search, Databases, Enterprise Architecture, Consulting, Autonomy IDOL, IIS, Requirements Analysis, Disaster Recovery, VMware, Security, Software Documentation, Solution Architecture, eCapture, Database Administration, Database Design, Information Technology, Network Security, Visio, Microsoft Technologies, Software Development, Active Directory, Windows Server, Virtualization, Servers, Information Security, Business Intelligence, System Administration, IT Strategy, CISSP, .NET, Microsoft Exchange
Education
Amberton University 2007 — 2009
BS, Information Systems and Technology
Georgia Perimeter 2000 — 2002
Associates, Business Administration
LexisNexis Interface Software February 2001 - July 2008
University of Phoenix February 2005 - October 2007
Commerx October 1999 - February 2001
Chicago Title and Trust April 1996 - October 1999
Duff & Phelps February 1993 - April 1996
Waste Management May 1991 - January 1993
Skills
Database Administration, SQL Server 2000-2008, Oracle, Database Design, SQL Server, Data Modeling, Customer Relations, SQL Tuning, Trading Systems, Microsoft SQL Server, Databases, System Administration, Operating Systems, SQL, Relational Databases, CRM, Customer Service, Integration, Performance Tuning
Education
Benedictine University 1993 — 1996
MS
Northern Illinois University 1987 — 1991
BS
Thornridge 1983 — 1987
GE Capital June 2014 - Present
Duff & Phelps March 2010 - June 2014
Ceteris, a Duff & Phelps business March 2010 - October 2012
CRA International September 2008 - March 2010
BDO Seidman, LLP September 2003 - September 2008
Skills
Intellectual Property..., Financial Modeling, Business Valuation, Strategy, Credit Analysis, Transfer Pricing, Due Diligence, Valuation, Corporate Finance, Business Strategy, Restructuring, Financial Analysis, Mergers & Acquisitions, Private Equity, Investments, Emerging Markets, Alternative Investments, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
Executive MBA
Barnard College 1997 — 2001
BA
Lazard April 2014 - Present
Duff & Phelps July 2013 - April 2014
2x Consumer Products Growth Partners September 2012 - December 2012
Bank of Tokyo-Mitsubishi UFJ June 2006 - June 2012
Skills
Corporate Finance, LBO, Mergers, Private Equity, Due Diligence, Business Valuation, Project Finance, Alternative Investments, Corporate Development, Finance, DCF, Restructuring, Financial Markets, Economics, Securities, Equity Valuation, Strategic Planning, Competitive Analysis, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Capital Markets, Investments
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, Management & Organizations
Boston College 2002 — 2006
Bachelor of Science, Finance
Princeton Day School
Providence Equity Partners December 2014 - Present
Providence Equity Partners December 2011 - December 2014
Providence Equity Partners March 2011 - December 2011
Providence Equity Partners November 2009 - August 2011
Duff & Phelps July 2008 - November 2009
Liberty Mutual June 2007 - August 2007
State Street Corporation September 2003 - September 2006
Skills
Valuation, Financial Modeling, Private Equity, Alternative Investments, Investments, Bloomberg, Equities, Corporate Finance, Financial Analysis, Fixed Income, Due Diligence, Mergers, Hedge Funds, Investment Banking, Venture Capital, Business Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA/MSF
Boston College 2000 — 2003
BS, Finance and Tech. & Ops. Mgmt.
London School of Economics and Political Science 2002 — 2002
Summer Program
EY June 2012 - Present
Rodman & Renshaw June 2010 - Present
Rodman & Renshaw June 2010 - July 2011
Duff & Phelps November 2009 - June 2010
Ernst & Young, LLP June 2007 - November 2009
Unicredit 2006 - 2007
Private Equity 2006 - 2006
Skills
Financial Modeling, Valuation, Investment Banking, Business Valuation, Capital IQ, Bloomberg, Capital Markets, Corporate Finance, Deal Execution, Analysis, Investments, Strategic Financial..., Portfolio Management, Equity Valuation, Competitive Analysis, Credit Analysis, Alternative Investments, Credit Risk, Equities, Investor Relations, IPO, Mergers & Acquisitions, Due Diligence, Finance, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Master of Business Administration (MBA), Finance, General
University of Calcutta 2001 — 2004
B Com, Accounting
Modern High School 1986 — 2001
High School
Duff & Phelps August 2010 - Present
Sun Capital Advisers May 2009 - May 2010
Dana Farber Cancer Institute August 2005 - August 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Business Valuation, Finance, Valuation, Hedge Funds, Equity Valuation, Litigation, Restructuring, Financial Reporting, Mergers & Acquisitions, Economics, Corporate Finance, Mergers, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA, Finance and Accounting
Boston College 2001 — 2005
Bachelor of Arts (BA), Psychology
C.W. Downer & Co. July 2013 - Present
C.W. Downer & Co. November 2010 - June 2013
Duff & Phelps July 2008 - November 2010
Skills
Bloomberg, Business Valuation, Capital IQ, Valuation, Corporate Finance, Financial Modeling, DCF, Divestitures, Financial Services, Investments, Investment Banking
Education
Bentley University 2004 — 2008
BS, Economics-Finance
RMIT University 2005 — 2005
Semester Abroad
Capital One October 2015 - Present
Duff & Phelps December 2010 - October 2015
Securities Litigation and Consulting Group July 2010 - December 2010
Securities Litigation and Consulting Group July 2007 - July 2010
Institute for Data Analysis and Visualization, University of California, Davis June 2004 - June 2007
University of Macau November 2000 - May 2002
Skills
Hedge Funds, Investment Banking, Time Series Analysis, Bonds, Economics, Finance, Credit, Financial Engineering, MBS, Data Analysis, Portfolio Optimization, Investments, Risk Management, Quantitative Finance, Market Risk, Algorithms, Financial Structuring, Big Data, CCAR, Basel, Model Validation
Education
University of California, Davis
Doctor of Philosophy (Ph.D.), Statistics / Applied Math (Completed core courses in both statistics and mathematics PhD programs)
University of California, Davis
MS, Statistics
Beijing Normal University
BS, Math
IAM Limited LLC May 2014 - Present
FQS Capital November 2009 - April 2014
Duff & Phelps April 2009 - March 2010
FIM January 2007 - February 2009
IAM 2005 - 2007
J.P. Morgan 1996 - 2005
Skills
Hedge Funds, Operational Due..., Fund Of Funds, Asset Managment, Alternative Investments, Derivatives, Equities, Private Equity, Fixed Income, Capital Markets, Due Diligence, Portfolio Management, Investment Banking, Investments, Mutual Funds, Valuation, Financial Markets, Securities, Market Risk, Commodity, Asset Management, Operational Risk, Investment Management, Bloomberg, Asset Allocation, Investment Strategies, Funding, Emerging Markets, Family Office, Credit Derivatives, Fund Administration, Prime Brokerage
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Finance
Hofstra University 1990 — 1992
BBA, Finance
Gaeta Communications September 2013 - February 2015
Duff & Phelps July 2008 - April 2012
AIG Investments 2005 - 2007
Skills
Business Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Private Equity, Valuation, Acupuncture, Auricular Acupuncture, Equity Research, Microsoft Office, Public Speaking, Strategy, Traditional Chinese...
Education
Southwest Acupuncture College-Boulder 2012 — 2014
Master of Science, Oriental Medicine
The George Washington University - School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
London School of Economics and Political Science 2006 — 2007
General Course
Milliken & Company 2013 - Present
Duff & Phelps 2011 - 2013
Kelley Financial Group 2009 - 2010
Fidelity Investments 2007 - 2009
Skills
Financial Analysis, Equities, Private Equity, Business Valuation, Bloomberg, Asset Management, FINRA Series 79, 7 & 63, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Equity Valuation, Equity Research, Finance
Education
Boston University Questrom School of Business 2010 — 2012
Master of Science in Investment Management, High Honors
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Jabil June 2014 - Present
Jabil November 2010 - June 2014
The Home Depot August 2007 - November 2010
Duff & Phelps July 2006 - August 2007
Wachovia Securities May 2003 - August 2004
Morgan Stanley July 1999 - July 2002
Skills
Investor Relations, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Due Diligence, Project Management, Equities, Financial Services, Mergers & Acquisitions, Strategy, Finance, Business Strategy, Forecasting
Education
Boston College 1995 — 1999
Bachelor of Arts (B.A.), Communications
Georgia Institute of Technology 2004 — 2006
Master of Business Administration (MBA)
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
Duff & Phelps March 2014 - Present
Duff & Phelps March 2014 - Present
Duff & Phelps April 2007 - March 2011
Duff & Phelps August 2005 - March 2007
HBK Investments 2000 - 2005
Bank of America 1998 - 2000
Skills
Renewable Energy, Business Valuation, Valuation, Equity Valuation, Wind Energy, DCF Valuation, WACC, Private Equity, Bloomberg, Due Diligence, DCF, Financial Reporting, Investments, Capital IQ, Financial Analysis, Wind, Mergers, Financial Modeling, Hedge Funds, Equities, Alternative Investments, Investment Banking, Energy, Venture Capital, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Finance, Financial Services
Education
Abilene Christian University 1994 — 1998
Bachelor of Business Administration, Finance
Duff & Phelps March 2014 - Present
Duff & Phelps February 2005 - Present
Skills
Performance Management, Employee Relations, Organizational..., Human Resources, Financial Modeling, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Corporate Finance, Valuation, Human Capital, DCF, Restructuring, Strategy, Management Consulting, Business Valuation, Private Equity, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
Duff & Phelps October 2005 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers December 1998 - August 2001
Teleport Communications Group March 1995 - November 1998
Skills
Valuation, Financial Analysis, Mergers, Corporate Finance, Employee Training, Technical Course..., Training, Finance, Investments, Leadership, Due Diligence, Management Consulting, Strategy, Management, Mergers & Acquisitions, Business Analysis, Business Development, Business Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, Marketing
Binghamton University 1987 — 1991
B.S., Economics
Duff & Phelps October 2005 - Present
Standard & Poor's October 2001 - September 2005
PricewaterhouseCoopers October 1998 - September 2001
Coopers & Lybrand October 1994 - September 1998
Tiernan & Company, LLC October 1992 - September 1994
Skills
Auditing, Financial Modeling, Management, Corporate Finance, Valuation, Healthcare, Leadership, Business Valuation, Mergers, Mergers & Acquisitions, US GAAP
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
MBA, Corporate Finance & Investments
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Accounting & Operations Management
Duff & Phelps January 2012 - Present
NERA Economic Consulting October 2008 - December 2011
Altria January 2006 - October 2008
United States Senate 2005 - 2006
Skills
Economics, Financial Modeling, Financial Analysis, Valuation, Econometrics, Transfer Pricing
Education
American University 2006 — 2008
Masters of the Arts, International Economics and Finance
American University 2003 — 2006
Bachelors of Arts, International Affairs, Economic Policy
Peloton Capital Partners, LLC January 2015 - Present
Palmares Capital Partners, LLC January 2015 - Present
VRA Partners, LLC September 2006 - December 2014
SunTrust Robinson Humphrey December 1998 - March 2006
River Capital July 1995 - November 1998
Duff & Phelps September 1994 - June 1995
Trivest Partners November 1991 - March 1994
GE Capital November 1981 - October 1991
Skills
Private Equity, Mergers, Recapitalizations, Private Placements, Middle Market, Capital Raising, Investment Banking, Valuation, Corporate Finance, Divestitures, Financial Structuring, Venture Capital, Acquisitions, Buyouts, Capital, Financial Advisory, Growth Capital, Mergers, Mergers & Acquisitions, LBO
Education
Emory University - Goizueta Business School 1988 — 1989
MBA, Executive MBA Program
Auburn University, College of Business 1976 — 1980
BS, Accounting
Cerberus Capital Management February 2010 - Present
Duff & Phelps July 2006 - February 2010
Citigroup Private Bank June 2005 - August 2005
Citigroup - Equity Research June 2004 - August 2004
Education
Boston University Questrom School of Business 2002 — 2006
Finance, Accounting
Symphony Asset Management May 2011 - Present
Ernst & Young February 2009 - May 2011
Duff & Phelps October 2007 - January 2009
Skills
Financial Engineering, Fixed Income, Bloomberg, Quantitative Finance, Financial Modeling, Structured Products, Derivatives, Credit Derivatives, Equity Derivatives, Hedge Funds
Education
Boston University 2006 — 2007
Master's, Mathematical Finance
Panepistimion Makedonias 2001 — 2006
Bachelor's, Economics
Leipzig University 2004 — 2004
Transfer Student, Economics
Duff & Phelps October 2012 - Present
iEnvision Technology February 2011 - October 2012
WSL Consulting Group, LLC June 2004 - February 2011
eSentio Technologies November 2000 - June 2004
SRA International, Inc March 1999 - November 2000
Techlaw Inc October 1997 - February 1999
Altheimer & Gray January 1996 - January 1997
Micro One, Inc January 1995 - January 1996
United States Air Force January 1985 - January 1995
Skills
SharePoint, Cloud Computing, Virtualization, Project Management, Remote Access, Email Systems, Enterprise Architecture, Network Security, IT Management, IT Strategy, Disaster Recovery, VMware, Microsoft SQL Server, Knowledge Management, Business Analysis, Data Center, Integration, IT Service Management, Information Management, Professional Services, Document Management, Security, Citrix, Microsoft Exchange, Active Directory, Enterprise Software, Software Documentation, Pre-sales, SQL, Management, Strategy, Windows Server, Servers, Vendor Management, Program Management, Information Technology, System Deployment, Business Process, Microsoft Technologies, Firewalls, Management Consulting, Infrastructure, Unix, Storage Area Networks, SaaS, Team Leadership, Risk Management, Business Continuity, Consulting, ITIL
Education
Boise State University 1988 — 1990
Embry-Riddle Aeronautical University 1987 — 1988
Professional Aeronautics
St. Laurence High School 1981 — 1985
The Republic Group July 2013 - Present
Ericsson August 2012 - October 2012
AT&T May 2012 - August 2012
Duff & Phelps September 2008 - June 2011
Ernst & Young 2007 - 2007
Skills
Financial Modeling, Business Strategy, Financial Analysis, Forecasting, Business Development, Financial Statements, Analysis, Strategy, Mergers & Acquisitions, Accounting, Tax, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance
Boston University 2004 — 2008
BA, Economics & Accounting
Gemini Rosemont Commercial Real Estate January 2015 - Present
Gemini Rosemont Commercial Real Estate April 2013 - January 2015
Gemini Rosemont Commercial Real Estate June 2010 - April 2013
Covington Associates November 2009 - June 2010
Park Place Consulting April 2009 - November 2009
Duff & Phelps July 2007 - April 2009
Skills
Valuation, Financial Modeling, Asset Management, Financial Analysis, Private Equity, Corporate Finance, Commercial Real Estate, Investment Properties, Business Valuation, Capital Markets, Acquisitions, Real Estate Due..., Investments
Education
Boston College 2003 — 2007
BS, Finance, Accounting
UNSW Australia
Duff & Phelps June 2011 - Present
Boston Strategies International February 2010 - April 2011
Skills
Economics, Valuation, Financial Modeling, Data Analysis, Capital IQ, Financial Analysis, Macroeconomics, Microsoft Excel, Minitab, Research, Microsoft Office, Statistics, Business Strategy, Matlab, Bloomberg
Education
Babson College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Good Hope School
Shields & Company 2011 - Present
Duff & Phelps 2005 - 2011
EMC Corporation 2002 - 2005
Xerox Corporation 1997 - 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Finance
Skidmore College 1993 — 1997
BA, Mathematics, History
CCHS
Hamilton College
Tangible Asset Management July 2009 - Present
Duff & Phelps June 2006 - April 2009
PricewaterhouseCoopers January 1999 - January 2006
Skills
Depreciation, Valuation, DCF, Financial Analysis, Financial Modeling, Property Tax, Corporate Finance, Fixed Assets
Education
Boston University 1997 — 1999
MA
Duff & Phelps March 2004 - Present
Duff & Phelps 2003 - 2011
Firefly Communications 2000 - 2002
Ernst & Young 1996 - 2000
Skills
Contract Negotiation, Microsoft Excel, PowerPoint, Strategic Planning, Process Improvement, Budgets, Business Strategy, Business Development, Management, Salesforce.com, New Business Development, Forecasting, Account Management, Vendor Management, Negotiation, Strategy, Program Management, Leadership, Financial Analysis
Education
Arcadia University 1988 — 1992
Bachelor's Degree
Duff & Phelps March 2011 - Present
Duff & Phelps April 2008 - March 2011
Duff & Phelps September 2006 - April 2008
Sprie Capital 2005 - 2006
Cantor Fitzgerald 2004 - 2004
Skills
Financial Modeling, Business Valuation, Intangible Assets, Forecast Modeling, DCF, Equity Valuation, Financial Analysis, Valuation, Forecasting, Corporate Finance
Education
Fordham University 2004 — 2006
MBA, Finance, Accounting
Boston College 1997 — 2001
BA, Economics, Philosophy
Duff and Phelps LLC April 2011 - Present
Duff & Phelps April 2010 - March 2011
Duff & Phelps December 2007 - March 2010
Skills
Valuation, Derivatives, Financial Engineering, Monte Carlo Simulation, Financial Modeling, Convertible Bonds, Credit Derivatives, Matlab, Bloomberg, R, Quantitative Finance, Securities, Quantitative Analytics, Structured Finance, SAS
Education
Boston University 2006 — 2007
Master of Arts (M.A.), Mathematical Finance
Tsinghua University 2002 — 2005
Master of Engineering (M.Eng.), Nuclear Science and Technology
Nanjing University of Aeronautics and Astronautics 1998 — 2002
Bachelor of Engineering (B.E.)
PwC May 2014 - Present
Grant Thornton LLP September 2012 - May 2014
Deloitte Financial Advisory Services LLP January 2011 - September 2012
Duff & Phelps March 2006 - December 2010
BearingPoint January 2005 - February 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Financial Analysis, DCF, Due Diligence, Equity Valuation, Equity Research, Capital IQ, Mergers, Alternative Investments, Mergers & Acquisitions, Financial Services, Financial Reporting, Equities, Investments, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
MBA, Corporate Finance, Management
Binghamton University - School of Management 2000 — 2004
B.Sc., Concentration in Financial Engineering, Minor in Economics, Magna Cum Laude
Duff & Phelps February 2015 - Present
American Appraisal Associates August 1998 - Present
Twin Sixties, Inc. January 1996 - October 1996
P.T. Multikon (TMNI) August 1993 - January 1994
Education
The University of Texas at Arlington - College of Business Administration 1996 — 1998
MS, Real Estate Finance
University of Southern California 1994 — 1995
MS, Civil Engineering - Construction Engineering and Management
Universitas Katolik Parahyangan 1989 — 1993
BS, Civil Engineering
Duff & Phelps July 1999 - Present
Houlihan Lokey March 1995 - 1999
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, Business Valuation, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Structuring, Restructuring, Alternative Investments, Venture Capital, Equities, LBO, Financial Analysis, Finance
Education
Adelphi University 1976 — 1979
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Rider University 1969 — 1973
Bachelor's Degree, Business/Commerce, General
Duff & Phelps September 2002 - July 2008
Arthur Andersen September 1999 - May 2002
Skills
Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance
Arizona State University, W. P. Carey School of Business
BS, Economics
Duff & Phelps January 2012 - Present
Mitratech September 2010 - January 2012
Simpson Neely Group, Inc July 2006 - June 2010
Mitratech Holdings, Inc. 2010 - 2010
AT&T 2004 - 2006
Education
Baylor University - Hankamer School of Business 2003 — 2004
MBA
Southern Illinois University, Carbondale 1998 — 2001
BS, Computer Science
Internal Revenue Service 2009 - Present
Duff & Phelps 2008 - 2009
Ernst & Young 2003 - 2007
Skills
Transfer Pricing, Financial Modeling, Valuation, Financial Analysis, Economics, Due Diligence, Business Valuation, International Tax, Restructuring, Tax
Education
Auburn University 1997 — 2002
Bachelor of Science (BS), International Business
Duff & Phelps 2009 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (MS), Finance, General
S.P. Jain Institute of Management & Research 1995 — 1997
Business Administration and Management, General
St. Xavier's College 1992 — 1995
B.A., Economics
Houlihan Lokey March 2015 - Present
Duff & Phelps September 2014 - March 2015
Duff & Phelps July 2012 - September 2014
Bedminster Financial Group, Ltd. May 2008 - August 2011
ICTSD International Centre for Trade and Sustainable Development January 2011 - April 2011
Skills
Capital Markets, Valuation, Investment Banking, Equities, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Economics, Business Valuation, Equity Valuation
Education
Boston College 2008 — 2012
International Studies, Economics
Kent State University 2011 — 2011
International Studies, Economics
The Taft School 2006 — 2008
Duff & Phelps September 2011 - Present
Duff & Phelps July 2008 - August 2011
Skills
Valuation
Education
Boston University 2007 — 2008
Master of Arts (M.A.), Mathematical Finance
Ewha Womans University 2002 — 2007
Bachelor of Science (BS), Statistics
Duff & Phelps August 2008 - Present
Kane Reece Associates July 1988 - July 2008
Valuation Research June 1984 - June 1988
Group W Cable/Teleprompter Corporation November 1979 - June 1984
Skills
Fairness Opinions, Valuation, DCF, LBO, Business Valuation
Education
Baruch College, City University of New York (CUNY) 1975 — 1979
MBA, Finance
Johnston College of the Univ of Redlands 1971 — 1974
BA, International Relations
Houlihan Lokey June 2015 - Present
Cedar Springs Capital 2014 - 2015
Greenhill & Co. 2011 - 2014
Duff & Phelps 2010 - 2011
Education
Babson College 2006 — 2010
Finance
Avon Old Farms
Duff & Phelps 1986 - Present
Teleprompter/ Group W Cable 1980 - 1984
RCA American Communications 1967 - 1979
Skills
Valuation, Business Valuation, Microsoft Excel, Portfolio Management
Education
Baruch College
Manhattan College
BEE
Xavier
Brookfield Property Group March 2015 - Present
Brookfield Property Group March 2014 - March 2015
Brookfield Property Group May 2012 - March 2014
Duff & Phelps October 2010 - May 2012
Duff & Phelps August 2008 - September 2010
Ferrante & Associates January 2007 - May 2008
Duff & Phelps June 2007 - August 2007
Skills
Private Equity, Due Diligence, Corporate Finance, Financial Analysis, Mergers, Real Estate, Accounting, Consolidation, Financial Reporting, Finance, Strategy, Portfolio Management, SEC filings, Financial Statements, Financial Services, Analysis, Financial Modeling
Education
Boston University Questrom School of Business 2004 — 2008
BSBA
Oil States International April 2013 - October 2015
Catalyst Strategic Solutions July 2011 - January 2013
Barnett Exploration, Inc. September 2010 - August 2011
CompuCom November 2009 - August 2010
Duff & Phelps July 2007 - November 2009
Skills
Financial Reporting, Accounting, Microsoft Excel, General Ledger, Microsoft Office, Analysis, SharePoint, Outlook, BondEdge, Bonds, TPG Accounting Software, Client Facing Skills, Client Interfacing..., Investment Advisory, Investment Advisory..., Investment Portfolio, Cash Flow Forecasting, Cash Flow, Cash Flow Statements, Consolidated Financial..., Financial Statements, ALM, Property Tax, Cash Reporting, Partnership Tax Returns, Tax Returns, International Tax, Auditing, Asset Managment, Tax Preparation, Forecasting, Financial Forecasting, Continuous Improvement, Risk Management, Risk Assessment, Financial Risk, Asset Management, Fixed Assets, Investments, Portfolio Management, Tax, Tax Accounting
Education
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Finance
Duff & Phelps March 2015 - Present
American Appraisal Associates March 2014 - March 2015
Healthcare Business Insights January 2012 - February 2014
Healthcare Business Insights March 2011 - December 2011
Healthcare Business Insights June 2010 - February 2011
Princeton Group Sports Marketing July 2009 - December 2009
Puls Exteriors April 2008 - February 2009
Lab Safety Supply May 2007 - August 2007
Skills
Marketing, Salesforce.com, Customer Service, Sales, Social Media Marketing, PowerPoint, Social Media, Microsoft Office, Mac OS, Visio, Event Planning, Strategic Planning, MS Office Suite, Public Speaking, Marketing Strategy, Microsoft Word, Advertising, Non-profits, Editing, Healthcare, Healthcare Consulting, Nonprofits, Control Testing
Education
Beloit College 2005 — 2009
BA, Economics and Management
DIRECTV March 2015 - Present
DIRECTV September 2012 - Present
Godiva Chocolatier August 2010 - September 2012
KPMG UK September 2007 - June 2010
Duff & Phelps October 2005 - June 2007
Standard & Poor's Corporate Value Consulting September 2004 - October 2005
Skills
Financial Modeling, Forecasting, Mergers & Acquisitions, Financial Analysis, Due Diligence, Analysis, Strategy, Finance, Management, Valuation, Strategic Planning, Business Strategy, Private Equity, Financial Reporting, Corporate Finance
Education
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance, Accounting
Duff & Phelps March 2013 - Present
Duff & Phelps April 2011 - February 2013
Duff & Phelps July 2008 - March 2011
Skills
Intangible Assets, Financial Analysis, Financial Modeling, DCF, Valuation, Purchase Price..., Business Valuation, Equity Valuation, Corporate Finance
Education
Boston University Questrom School of Business 2004 — 2008
Bachelor Degree, Finance
lincoln sudbury regional high school 2000 — 2004
Duff & Phelps December 2012 - Present
CBIZ Tofias January 2011 - December 2012
Sullivan & Worcester LLP June 2008 - August 2010
Skills
International Tax
Education
McGill University
B.A., History, Economics, Political Science
Bentley University
Master of Science, Accountancy
NextEra Energy Resources September 2014 - Present
NextEra Energy Resources April 2013 - Present
KPMG US January 2011 - January 2013
Duff & Phelps January 2008 - January 2011
Liberty Mutual Insurance July 2005 - July 2006
Skills
Equity Valuation, Valuation, Business Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Mergers & Acquisitions, DCF, Venture Capital, Equities, Investment Banking, Financial Reporting, Analysis, Finance
Education
Boston College 2006 — 2008
Master's Degree, Business Administration; Finance
Dartmouth's Tuck School of Business Bridge Program 2005 — 2005
Certificate, finance and economics
University of Massachusetts Boston 2002 — 2005
B.A., Political Science
Dartmouth’s Tuck School of Business Bridge Program
University of Massachusetts
Bachelor of Arts, Political Science
Boston CollegeCarroll Graduate School of Management
Master’s Degree, Business Administration; Finance
Myriant Corporation January 2012 - Present
Liberty Mutual September 2008 - January 2012
Duff & Phelps July 2007 - September 2008
Duff & Phelps June 2006 - August 2006
Skills
Private Equity, Corporate Finance, Financial Modeling, Due Diligence, Finance, Valuation, Investments, Mergers & Acquisitions, Financial Analysis, Microsoft Excel, Management, PowerPoint, Cross-functional Team..., Start-ups
Education
Boston College - Carroll School of Management 2003 — 2007
BS, Accounting, Finance
Xaverian Brothers High School 1999 — 2003
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
Duff & Phelps December 2010 - Present
Dynamic Credit Partners June 2008 - December 2010
Skills
Fixed Income, Financial Modeling, Valuation, Hedge Funds, MBS, Structured Products, Securitization, Financial Analysis, CMBS
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - May 2013
Morton Financial April 2011 - July 2011
Memor-key December 2010 - May 2011
Skills
Bloomberg Terminal, Finance, Portfolio Management, Microsoft Excel, Asset Allocation, Bloomberg, Financial Modeling, Capital IQ, Financial Analysis, Wealth Management, Valuation, Securities, Corporate Finance, Economics, Investments
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, Graduate
Lawrence Academy 2006 — 2010
High School