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
Employee
Years
Job
Industry
Stephanie Orphan Stephanie Orphan's Duff & Phelps Experience January 1995 - July 1998
Job Director of Publisher Relations at Portico, a service of ITHAKA
Industry Information Services
Experience
Portico, a service of Ithaka April 2013 - Present
Portico, a service of Ithaka July 2010 - March 2013
Portico, a service of Ithaka September 2007 - July 2010
Association of College and Research Libraries 2001 - 2007
Museum of Broadcast Communications 1999 - 2001
University of Chicago, Career & Placement Services July 1998 - December 1999
Duff & Phelps January 1995 - July 1998
Encyclopaedia Britannica 1994 - 1995
Skills
Library, Publishing, Digital Libraries, Online Publishing, Archives, Metadata, Content Management, Digitization, Library Management, Academic Libraries, Academic Publishing, Library Reference, Digital Preservation, Library Science, Educational Technology, Collection Development, Editorial, Library Instruction, Virtual Reference, Web 2.0, Journals, Ebooks, Publications, Nonprofits, Information Literacy, Books, Special Collections, Web Development, Professional..., Metadata Standards, Open Access, Content Strategy, Cataloging, Content Development, Library 2.0, Information Retrieval, Electronic Resources, Proofreading, Relationship Building, Libraries
Education
Bowling Green State University
BA/BAC, English/Communications
University of Illinois at Urbana-Champaign
MLS, Library & Information Science
University of Wisconsin-Milwaukee
MA, English Literature
Portico, a service of Ithaka April 2013 - Present
Portico, a service of Ithaka July 2010 - March 2013
Portico, a service of Ithaka September 2007 - July 2010
Association of College and Research Libraries 2001 - 2007
Museum of Broadcast Communications 1999 - 2001
University of Chicago, Career & Placement Services July 1998 - December 1999
Duff & Phelps January 1995 - July 1998
Encyclopaedia Britannica 1994 - 1995
Skills
Library, Publishing, Digital Libraries, Online Publishing, Archives, Metadata, Content Management, Digitization, Library Management, Academic Libraries, Academic Publishing, Library Reference, Digital Preservation, Library Science, Educational Technology, Collection Development, Editorial, Library Instruction, Virtual Reference, Web 2.0, Journals, Ebooks, Publications, Nonprofits, Information Literacy, Books, Special Collections, Web Development, Professional..., Metadata Standards, Open Access, Content Strategy, Cataloging, Content Development, Library 2.0, Information Retrieval, Electronic Resources, Proofreading, Relationship Building, Libraries
Education
Bowling Green State University
BA/BAC, English/Communications
University of Illinois at Urbana-Champaign
MLS, Library & Information Science
University of Wisconsin-Milwaukee
MA, English Literature
Natalie Tronkina Natalie Tronkina's Duff & Phelps Experience December 2006 - October 2013
Job Director at CohnReznick Advisory Group
Industry Accounting
Experience
CohnReznick Advisory Group October 2013 - Present
Duff & Phelps December 2006 - October 2013
McGladrey & Pullen 2004 - 2006
Family-owned Manufacturing Company 2000 - 2003
Skills
Fluent Russian, Financial Reporting, Financial Accounting, Financial Modeling, Financial Audits, Financial Advisory, Corporate Finance, Accounting, Due Diligence
Education
California State University-Northridge 2002 — 2004
BS, Accounting
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
2 years, Electrical Engineering
CohnReznick Advisory Group October 2013 - Present
Duff & Phelps December 2006 - October 2013
McGladrey & Pullen 2004 - 2006
Family-owned Manufacturing Company 2000 - 2003
Skills
Fluent Russian, Financial Reporting, Financial Accounting, Financial Modeling, Financial Audits, Financial Advisory, Corporate Finance, Accounting, Due Diligence
Education
California State University-Northridge 2002 — 2004
BS, Accounting
National Technical University of Ukraine 'Kyiv Polytechnic Institute'
2 years, Electrical Engineering
Robert Kärrberg Robert Kärrberg's Duff & Phelps Experience June 2015 - August 2015
Job Student at Stanford University
Industry Financial Services
Experience
Duff & Phelps June 2015 - August 2015
iZettle June 2014 - August 2014
Institute for Management of Innovation and Technology (IMIT) January 2014 - August 2014
Liseberg AB May 2012 - August 2013
Volvo Car Group June 2012 - July 2012
Skills
Business Analysis, Financial Analysis, Data Analysis, Management, Start-ups, Management Consulting, Strategy, Microsoft Office, Market Analysis, Change Management, Project Management, Fixed Income, Market Research, Matlab, Economics, Leadership, Marketing
Education
Stanford University 2014 — 2015
Master's Degree, Management Science and Engineering
Chalmers University of Technology 2011 — 2014
Bachelor's Degree, Industrial Engineering and Management
London School of Economics and Political Science 2013 — 2013
Non-degree studies/Summer School, Finance, International Relations
Duff & Phelps June 2015 - August 2015
iZettle June 2014 - August 2014
Institute for Management of Innovation and Technology (IMIT) January 2014 - August 2014
Liseberg AB May 2012 - August 2013
Volvo Car Group June 2012 - July 2012
Skills
Business Analysis, Financial Analysis, Data Analysis, Management, Start-ups, Management Consulting, Strategy, Microsoft Office, Market Analysis, Change Management, Project Management, Fixed Income, Market Research, Matlab, Economics, Leadership, Marketing
Education
Stanford University 2014 — 2015
Master's Degree, Management Science and Engineering
Chalmers University of Technology 2011 — 2014
Bachelor's Degree, Industrial Engineering and Management
London School of Economics and Political Science 2013 — 2013
Non-degree studies/Summer School, Finance, International Relations
Chris Bakewell Chris Bakewell's Duff & Phelps Experience May 2008 - Present
Job Managing Director, Global Practice LeaderIntellectual Property, City Leader (Duff & Phelps)
Industry Management Consulting
Experience
Duff & Phelps May 2008 - Present
Skills
Due Diligence, Financial Analysis, Profit, Trademarks, Copyright Law, Trade Secrets, Business Valuation, Valuation, Mergers, Financial Modeling, Forensic Accounting, Litigation Support, Intellectual Property, Private Equity, Corporate Finance, Licensing, Patents, Finance, Expert Witness, Intellectual Property...
Education
University of Maryland College Park 1991 — 1993
MBA, Finance
Bradley University 1986 — 1990
B.S., Business Management -- Finance
Driscoll
Driscoll
Duff & Phelps May 2008 - Present
Skills
Due Diligence, Financial Analysis, Profit, Trademarks, Copyright Law, Trade Secrets, Business Valuation, Valuation, Mergers, Financial Modeling, Forensic Accounting, Litigation Support, Intellectual Property, Private Equity, Corporate Finance, Licensing, Patents, Finance, Expert Witness, Intellectual Property...
Education
University of Maryland College Park 1991 — 1993
MBA, Finance
Bradley University 1986 — 1990
B.S., Business Management -- Finance
Driscoll
Driscoll
Lynne Weber Lynne Weber's Duff & Phelps Experience October 2005 - Present
Job Managing Director at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps October 2005 - Present
Education
Stanford University 1976 — 1980
Ph.D.
Stanford University 1976 — 1979
M.S.
Cornell University 1972 — 1976
BA
Duff & Phelps October 2005 - Present
Education
Stanford University 1976 — 1980
Ph.D.
Stanford University 1976 — 1979
M.S.
Cornell University 1972 — 1976
BA
Rosita Vitalis's Duff & Phelps Experience September 2011 - February 2012
Job Executive Assistant Investments at AIG
Industry Commercial Real Estate
Experience
AIG January 2014 - Present
AIG May 2012 - January 2014
Duff & Phelps September 2011 - February 2012
MetLife December 2009 - June 2011
AIG (subsidiary American International Realty Corp.) August 2008 - December 2009
AIG (subsidiary American International Realty Corp.) February 1999 - August 2008
AIG (subsidiary Real Estate Investment Corp.) January 1992 - February 1999
Skills
Concur, Microsoft Office, Management, Access, Mergers & Acquisitions, Software Documentation, MS Project, Web Automated Vouchers..., Risk Management, Financial Analysis, Event Management, Contract Negotiation, Invoicing, Process Improvement, Budgets, Leases, Microsoft Project, Organization Skills, Adobe Acrobat, Secretarial Skills, Executive Support, SnagIt, Salesforce.com, Crest, OrgPlus, Fieldglass, Ariba, SAP
Education
Concordia University Chicago 2012 — 2015
Bachelor's Degree, Organizational Management, 3.6
New York University 1999 — 2000
Paralegal Degree
State University of New York -College of Technology 1989 — 1991
Associates, Applied Science Office of Technology/Executive Secretarial
AIG January 2014 - Present
AIG May 2012 - January 2014
Duff & Phelps September 2011 - February 2012
MetLife December 2009 - June 2011
AIG (subsidiary American International Realty Corp.) August 2008 - December 2009
AIG (subsidiary American International Realty Corp.) February 1999 - August 2008
AIG (subsidiary Real Estate Investment Corp.) January 1992 - February 1999
Skills
Concur, Microsoft Office, Management, Access, Mergers & Acquisitions, Software Documentation, MS Project, Web Automated Vouchers..., Risk Management, Financial Analysis, Event Management, Contract Negotiation, Invoicing, Process Improvement, Budgets, Leases, Microsoft Project, Organization Skills, Adobe Acrobat, Secretarial Skills, Executive Support, SnagIt, Salesforce.com, Crest, OrgPlus, Fieldglass, Ariba, SAP
Education
Concordia University Chicago 2012 — 2015
Bachelor's Degree, Organizational Management, 3.6
New York University 1999 — 2000
Paralegal Degree
State University of New York -College of Technology 1989 — 1991
Associates, Applied Science Office of Technology/Executive Secretarial
Gabrielle Otis Gabrielle Otis's Duff & Phelps Experience June 2010 - November 2012
Job Technology Consulting at Deloitte
Industry Management Consulting
Experience
Deloitte June 2014 - Present
Deloitte November 2013 - June 2014
Artis Consulting November 2012 - November 2013
Duff & Phelps June 2010 - November 2012
Duff & Phelps October 2007 - June 2010
Skills
Data Analysis, Product Management, Management Consulting, Business Analysis, Process Improvement, Strategic Planning, Research, Organizational..., Spanish, Economic Modeling, Organizational..., Shared Services, Business Intelligence, Software Training, Requirements..., Health Economics, Process Alignment, Strategy, Integration, SharePoint
Education
Carleton College
B.A., Economics, Political Economy, Spanish
Universidad Complutense de Madrid
Stillwater Area High School
Deloitte June 2014 - Present
Deloitte November 2013 - June 2014
Artis Consulting November 2012 - November 2013
Duff & Phelps June 2010 - November 2012
Duff & Phelps October 2007 - June 2010
Skills
Data Analysis, Product Management, Management Consulting, Business Analysis, Process Improvement, Strategic Planning, Research, Organizational..., Spanish, Economic Modeling, Organizational..., Shared Services, Business Intelligence, Software Training, Requirements..., Health Economics, Process Alignment, Strategy, Integration, SharePoint
Education
Carleton College
B.A., Economics, Political Economy, Spanish
Universidad Complutense de Madrid
Stillwater Area High School
Walter Davenport II's Duff & Phelps Experience June 2013 - August 2013
Job Analyst at AIG
Industry Financial Services
Experience
AIG August 2014 - Present
Butler Business Consulting Group January 2014 - May 2014
Duff & Phelps June 2013 - August 2013
CliftonLarsonAllen February 2013 - May 2013
Chapman Spingola, LLP May 2012 - August 2012
JW Marriott Indianapolis March 2012 - May 2012
Skills
Microsoft Excel, Market Research, Public Speaking, Customer Service, Problem Solving, Research, Teamwork, Financial Analysis, Microsoft Dynamics, Capital IQ, Compustat, Legal Research
Education
Butler University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Latin School of Chicago 1997 — 2010
AIG August 2014 - Present
Butler Business Consulting Group January 2014 - May 2014
Duff & Phelps June 2013 - August 2013
CliftonLarsonAllen February 2013 - May 2013
Chapman Spingola, LLP May 2012 - August 2012
JW Marriott Indianapolis March 2012 - May 2012
Skills
Microsoft Excel, Market Research, Public Speaking, Customer Service, Problem Solving, Research, Teamwork, Financial Analysis, Microsoft Dynamics, Capital IQ, Compustat, Legal Research
Education
Butler University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Latin School of Chicago 1997 — 2010
Andrés Ochoa Andrés Ochoa's Duff & Phelps Experience 2013 - 2014
Job Manager, Valuation Advisory Services
Industry Financial Services
Experience
Strategic Valuation Group 2014 - Present
Duff & Phelps 2013 - 2014
SingerLewak 2012 - 2013
Ceteris, a Duff & Phelps company 2011 - 2012
Skills
Valuation, Quantitative Analytics, Financial Accounting, Financial Markets, Financial & Operational..., Econometrics, Economics, Economic Intelligence, Economic Development, Portfolio Optimization, Portfolio Management, Equities, Equity Trading, Equity Research, Equity Derivatives, Equity Indices, Microsoft Suites, Business Valuation, Intangible Asset..., ETFs, Fixed Income, Alternative Investments, Intangible Assets, Hedge Funds, Equity Valuation, Financial Statement..., Financial Reporting, Private Equity, Corporate Finance, Auditing, Bloomberg, Financial Modeling, Investment Banking, Finance, Investments
Education
California State University-Northridge
BSc Finance & BA Economics
Strategic Valuation Group 2014 - Present
Duff & Phelps 2013 - 2014
SingerLewak 2012 - 2013
Ceteris, a Duff & Phelps company 2011 - 2012
Skills
Valuation, Quantitative Analytics, Financial Accounting, Financial Markets, Financial & Operational..., Econometrics, Economics, Economic Intelligence, Economic Development, Portfolio Optimization, Portfolio Management, Equities, Equity Trading, Equity Research, Equity Derivatives, Equity Indices, Microsoft Suites, Business Valuation, Intangible Asset..., ETFs, Fixed Income, Alternative Investments, Intangible Assets, Hedge Funds, Equity Valuation, Financial Statement..., Financial Reporting, Private Equity, Corporate Finance, Auditing, Bloomberg, Financial Modeling, Investment Banking, Finance, Investments
Education
California State University-Northridge
BSc Finance & BA Economics
Chase Baldwin Chase Baldwin's Duff & Phelps Experience July 2008 - January 2011
Job Finance Manager at LinkedIn
Industry Internet
Experience
LinkedIn April 2014 - Present
LinkedIn June 2013 - March 2014
Oracle January 2011 - June 2013
Duff & Phelps July 2008 - January 2011
Brigham Young University September 2006 - April 2008
Ernst & Young June 2007 - August 2007
Skills
Analysis, Due Diligence, Mergers & Acquisitions, DCF, Finance, Valuation, Corporate Development, Corporate Finance, Financial Modeling, Strategic Financial..., Microsoft Excel, Analytics, Financial Planning, Financial Analysis, Accounting, Financial Reporting
Education
Brigham Young University 2002 — 2008
BS, Finance
LinkedIn April 2014 - Present
LinkedIn June 2013 - March 2014
Oracle January 2011 - June 2013
Duff & Phelps July 2008 - January 2011
Brigham Young University September 2006 - April 2008
Ernst & Young June 2007 - August 2007
Skills
Analysis, Due Diligence, Mergers & Acquisitions, DCF, Finance, Valuation, Corporate Development, Corporate Finance, Financial Modeling, Strategic Financial..., Microsoft Excel, Analytics, Financial Planning, Financial Analysis, Accounting, Financial Reporting
Education
Brigham Young University 2002 — 2008
BS, Finance
L Gregory Manos L Gregory Manos's Duff & Phelps Experience September 2005 - October 2008
Job Director at Houlihan Lokey
Industry Oil & Energy
Experience
A&M September 2012 - July 2014
Ernst & Young November 2008 - September 2012
Duff & Phelps September 2005 - October 2008
Standard & Poor's Corporate Value Consulting (FKA PricewaterhouseCoopers CVC) September 2001 - September 2005
Price Waterhouse Coopers July 2000 - September 2001
Union Bank November 1997 - June 1999
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, DCF, Private Equity, Purchase Price..., Mergers, Financial Analysis, Corporate Finance, Project Finance, Restructuring, Business Modeling, Power and Utilities, Oilfield Services, Upstream, Downstream Oil & Gas, Midstream, Chemical, Mining & Minerals, Renewable Energy, Cleantech, M&A experience, Divestitures, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
California Lutheran University 1992 — 1994
BS, Finance/Economics
A&M September 2012 - July 2014
Ernst & Young November 2008 - September 2012
Duff & Phelps September 2005 - October 2008
Standard & Poor's Corporate Value Consulting (FKA PricewaterhouseCoopers CVC) September 2001 - September 2005
Price Waterhouse Coopers July 2000 - September 2001
Union Bank November 1997 - June 1999
Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, DCF, Private Equity, Purchase Price..., Mergers, Financial Analysis, Corporate Finance, Project Finance, Restructuring, Business Modeling, Power and Utilities, Oilfield Services, Upstream, Downstream Oil & Gas, Midstream, Chemical, Mining & Minerals, Renewable Energy, Cleantech, M&A experience, Divestitures, Mergers & Acquisitions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2000
MBA, Finance
California Lutheran University 1992 — 1994
BS, Finance/Economics
John Mayfield's Duff & Phelps Experience July 2008 - April 2011
Job Principal at Peak Ventures
Industry Venture Capital & Private Equity
Experience
Peak Ventures September 2014 - Present
Instructure, Inc. June 2014 - September 2014
Qualtrics November 2012 - June 2014
BYU Cougar Capital 2012 - 2013
Peterson Ventures April 2012 - December 2012
Duff & Phelps July 2008 - April 2011
Merrill Lynch April 2007 - June 2007
Innovasis, Inc. August 2004 - December 2006
Anaheim California Mission July 2002 - July 2004
Education
Brigham Young University 2011 — 2013
MBA
Brigham Young University
Management, Finance
Peak Ventures September 2014 - Present
Instructure, Inc. June 2014 - September 2014
Qualtrics November 2012 - June 2014
BYU Cougar Capital 2012 - 2013
Peterson Ventures April 2012 - December 2012
Duff & Phelps July 2008 - April 2011
Merrill Lynch April 2007 - June 2007
Innovasis, Inc. August 2004 - December 2006
Anaheim California Mission July 2002 - July 2004
Education
Brigham Young University 2011 — 2013
MBA
Brigham Young University
Management, Finance
Christian Frazier's Duff & Phelps Experience February 2013 - July 2014
Job Student Advocate at Harvard Law School Transactional Law Clinics
Industry Legal Services
Experience
Harvard Law School Transactional Law Clinics September 2015 - Present
U.S. Securities and Exchange Commission May 2015 - Present
Harvard Law School August 2014 - Present
Duff & Phelps February 2013 - July 2014
Duff & Phelps July 2011 - February 2013
Boston University College of Arts and Sciences September 2007 - May 2011
UBS Wealth Management June 2010 - August 2010
Almeida Capital June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Equity Valuation, Intangible Asset..., Corporate Finance, Purchase Price..., Goodwill Impairment..., Microsoft Excel, S&P Capital IQ, Intangible Assets
Education
Boston University - College of Arts and Sciences 2007 — 2011
BA, American History
Boston University - School of Management 2007 — 2011
BS, Business Administration, Concentration in Finance
Weymouth High School 2003 — 2007
Harvard Law School Transactional Law Clinics September 2015 - Present
U.S. Securities and Exchange Commission May 2015 - Present
Harvard Law School August 2014 - Present
Duff & Phelps February 2013 - July 2014
Duff & Phelps July 2011 - February 2013
Boston University College of Arts and Sciences September 2007 - May 2011
UBS Wealth Management June 2010 - August 2010
Almeida Capital June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Enterprise Valuation, Equity Valuation, Intangible Asset..., Corporate Finance, Purchase Price..., Goodwill Impairment..., Microsoft Excel, S&P Capital IQ, Intangible Assets
Education
Boston University - College of Arts and Sciences 2007 — 2011
BA, American History
Boston University - School of Management 2007 — 2011
BS, Business Administration, Concentration in Finance
Weymouth High School 2003 — 2007
Jennifer Cigainero Jennifer Cigainero's Duff & Phelps Experience February 2001 - October 2010
Job General Accounting Manager L3 Communications
Industry Financial Services
Experience
L-3 Communications November 2010 - Present
Duff & Phelps February 2001 - October 2010
Skills
Financial Analysis, Business Valuation, Financial Modeling, Due Diligence, Financial Reporting, Auditing, Fixed Assets, Forecasting, Tax
Education
Columbia Southern University
BS, Finance
School name:
Bachelor of Business Administration (BBA), Finance, General
L-3 Communications November 2010 - Present
Duff & Phelps February 2001 - October 2010
Skills
Financial Analysis, Business Valuation, Financial Modeling, Due Diligence, Financial Reporting, Auditing, Fixed Assets, Forecasting, Tax
Education
Columbia Southern University
BS, Finance
School name:
Bachelor of Business Administration (BBA), Finance, General
Mitch Rencher's Duff & Phelps Experience May 2012 - April 2015
Job General Counsel and Head of Litigation Consulting at Scalar Analytics
Industry Management Consulting
Experience
Scalar Analytics April 2015 - Present
Duff & Phelps May 2012 - April 2015
Leucadia National Corporation June 2011 - September 2011
Pelion Venture Partners April 2011 - August 2011
Adobe Systems Incorporated / Omniture, Inc May 2009 - August 2010
Credit Suisse First Boston, Inc August 2007 - August 2008
Skills
Mergers, Financial Modeling, Venture Capital, Financial Analysis, Management, Capital Markets, M&A experience, Business Valuation, Equities, Hedge Funds, Portfolio Management, Strategy, Asset Management, Analytics, Alternative Investments, Derivatives, Asset Managment, Private Equity, Due Diligence, Corporate Finance
Education
Marriott School of Management--MBA Program 2010 — 2012
MBA, Finance
Brigham Young University—J. Reuben Clark Law School 2008 — 2012
JD, Business Law
Brigham Young University 2002 — 2007
BA, History
Scalar Analytics April 2015 - Present
Duff & Phelps May 2012 - April 2015
Leucadia National Corporation June 2011 - September 2011
Pelion Venture Partners April 2011 - August 2011
Adobe Systems Incorporated / Omniture, Inc May 2009 - August 2010
Credit Suisse First Boston, Inc August 2007 - August 2008
Skills
Mergers, Financial Modeling, Venture Capital, Financial Analysis, Management, Capital Markets, M&A experience, Business Valuation, Equities, Hedge Funds, Portfolio Management, Strategy, Asset Management, Analytics, Alternative Investments, Derivatives, Asset Managment, Private Equity, Due Diligence, Corporate Finance
Education
Marriott School of Management--MBA Program 2010 — 2012
MBA, Finance
Brigham Young University—J. Reuben Clark Law School 2008 — 2012
JD, Business Law
Brigham Young University 2002 — 2007
BA, History
James Pace's Duff & Phelps Experience March 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps July 2013 - February 2015
Excend Consulting July 2012 - January 2013
Beneficial Financial Group August 2011 - December 2011
Skills
Spanish, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Teaching, Valuation, Research, PowerPoint, Microsoft Word, Finance, Economics, Microsoft Office, Access, Market Research
Education
Brigham Young University 2006 — 2013
BS, Management - Finance
Duff & Phelps March 2015 - Present
Duff & Phelps July 2013 - February 2015
Excend Consulting July 2012 - January 2013
Beneficial Financial Group August 2011 - December 2011
Skills
Spanish, Public Speaking, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Excel, Teaching, Valuation, Research, PowerPoint, Microsoft Word, Finance, Economics, Microsoft Office, Access, Market Research
Education
Brigham Young University 2006 — 2013
BS, Management - Finance
Kaylene Basham Kaylene Basham's Duff & Phelps Experience October 2012 - June 2013
Job Fire Claim Rep at State Farm
Industry Accounting
Experience
State Farm May 2015 - Present
2NeatChicks March 2006 - Present
CTMI, LLC June 2013 - March 2015
Duff & Phelps October 2012 - June 2013
ABest Auto Glass July 2008 - October 2012
Eastern Partners, LLC June 2007 - April 2009
Countrywide Home Loans January 2006 - May 2007
Rash & Associates September 2004 - January 2006
Countrywide Home Loans April 2003 - September 2004
State Farm Insurance August 1988 - November 2002
Skills
Accounts Payable, Inventory Management, Accounts Receivable, QuickBooks, Data Entry, Payroll, Accounting, Microsoft Excel, Outlook, Customer Service, Invoicing, Inventory Control, Microsoft Word, Retail, Account Reconciliation, Bookkeeping, General Ledger, PeopleSoft, Auditing
Education
Southeastern Oklahoma State University 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Collin County Community College 1986 — 2001
Business Administration and Management, General
Stephen F. Austin State University 1986 — 1987
General Business
State Farm May 2015 - Present
2NeatChicks March 2006 - Present
CTMI, LLC June 2013 - March 2015
Duff & Phelps October 2012 - June 2013
ABest Auto Glass July 2008 - October 2012
Eastern Partners, LLC June 2007 - April 2009
Countrywide Home Loans January 2006 - May 2007
Rash & Associates September 2004 - January 2006
Countrywide Home Loans April 2003 - September 2004
State Farm Insurance August 1988 - November 2002
Skills
Accounts Payable, Inventory Management, Accounts Receivable, QuickBooks, Data Entry, Payroll, Accounting, Microsoft Excel, Outlook, Customer Service, Invoicing, Inventory Control, Microsoft Word, Retail, Account Reconciliation, Bookkeeping, General Ledger, PeopleSoft, Auditing
Education
Southeastern Oklahoma State University 2010 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Collin County Community College 1986 — 2001
Business Administration and Management, General
Stephen F. Austin State University 1986 — 1987
General Business
Lisa Connors SPHR Lisa Connors SPHR's Duff & Phelps Experience September 2006 - May 2009
Job Customer Success Manager/Trainer at Workday
Industry Computer Software
Experience
Workday May 2015 - September 2015
Workday July 2013 - May 2015
Huntington Hospital December 2012 - July 2013
Healthcare Industry May 2011 - December 2012
Taproot Foundation 2010 - October 2011
Duff & Phelps September 2006 - May 2009
PwC December 2005 - September 2006
Watson Wyatt February 2005 - November 2005
KPMG October 2003 - December 2004
Ernst & Young January 2000 - October 2003
Skills
Performance Management, Organizational..., Employee Relations, Change Management, Human Capital Management, Organizational..., Coaching, Negotiation, Talent Management, Compensation, Succession Planning, Organizational Design, Employee Engagement, Leadership Development, HRIS, Onboarding, HR Consulting, Personnel Management, Strategy, Human Resources, Recruiting, Training, Leadership, Management, CRM, Employee Benefits, Policy, Project Management, Workforce Planning, Talent Acquisition, Consulting, Management Consulting, Strategic Planning, Integration, Applicant Tracking...
Education
California Institute of Technology 2012 — 2012
Certificate, Project Management
Fordham University 2001 — 2004
MSc, Organizational Development
Workday May 2015 - September 2015
Workday July 2013 - May 2015
Huntington Hospital December 2012 - July 2013
Healthcare Industry May 2011 - December 2012
Taproot Foundation 2010 - October 2011
Duff & Phelps September 2006 - May 2009
PwC December 2005 - September 2006
Watson Wyatt February 2005 - November 2005
KPMG October 2003 - December 2004
Ernst & Young January 2000 - October 2003
Skills
Performance Management, Organizational..., Employee Relations, Change Management, Human Capital Management, Organizational..., Coaching, Negotiation, Talent Management, Compensation, Succession Planning, Organizational Design, Employee Engagement, Leadership Development, HRIS, Onboarding, HR Consulting, Personnel Management, Strategy, Human Resources, Recruiting, Training, Leadership, Management, CRM, Employee Benefits, Policy, Project Management, Workforce Planning, Talent Acquisition, Consulting, Management Consulting, Strategic Planning, Integration, Applicant Tracking...
Education
California Institute of Technology 2012 — 2012
Certificate, Project Management
Fordham University 2001 — 2004
MSc, Organizational Development
Kofi Boakye's Duff & Phelps Experience October 2012 - Present
Job Senior Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps October 2012 - Present
Morgan Stanley August 2010 - October 2012
STR Specialists May 2008 - September 2008
Mitchell & Titus, LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Thompson One, Financial Analysis, MS Excel Pivot Tables, Market Research, Valuation, Intex, Series 7
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Duff & Phelps October 2012 - Present
Morgan Stanley August 2010 - October 2012
STR Specialists May 2008 - September 2008
Mitchell & Titus, LLP May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Thompson One, Financial Analysis, MS Excel Pivot Tables, Market Research, Valuation, Intex, Series 7
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Arts (B.A.), Economics
Spencer Hatfield Spencer Hatfield's Duff & Phelps Experience January 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
BYU Global Financial Advisors January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Wells Fargo July 2013 - April 2014
OakBridge Asset Management, LLC October 2012 - January 2013
Brigham Young University November 2011 - January 2013
Days Market July 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints January 2009 - April 2011
Rawson Development July 2008 - August 2008
Skills
People Skills, Teaching, Teacher Training, Language Teaching, Teaching English as a..., Korean, Valuation, Bloomberg, Financial Modeling, Analysis, Portfolio Management, Investments, Bloomberg Terminal, Forecasting, Economics, Data Analysis, Financial Analysis, Equity Research, Business Valuation, Management, Training, Financial Accounting, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
Duff & Phelps January 2015 - Present
BYU Global Financial Advisors January 2014 - December 2014
BYU Global Financial Advisors January 2013 - December 2014
Goldman Sachs May 2014 - August 2014
Wells Fargo July 2013 - April 2014
OakBridge Asset Management, LLC October 2012 - January 2013
Brigham Young University November 2011 - January 2013
Days Market July 2011 - November 2011
The Church of Jesus Christ of Latter-day Saints January 2009 - April 2011
Rawson Development July 2008 - August 2008
Skills
People Skills, Teaching, Teacher Training, Language Teaching, Teaching English as a..., Korean, Valuation, Bloomberg, Financial Modeling, Analysis, Portfolio Management, Investments, Bloomberg Terminal, Forecasting, Economics, Data Analysis, Financial Analysis, Equity Research, Business Valuation, Management, Training, Financial Accounting, Finance
Education
Brigham Young University 2008 — 2014
Bachelor of Science, Finance
Shintaro Kaido Shintaro Kaido's Duff & Phelps Experience March 2008 - June 2009
Job Director, Drexel Ventures at Drexel University
Industry Venture Capital & Private Equity
Experience
Drexel University September 2014 - Present
Synercon Technologies September 2014 - Present
Codesy September 2014 - Present
i2E, Inc. November 2011 - September 2014
A New Leaf, Inc. September 2012 - December 2013
Westinghouse Electric Company June 2009 - October 2011
Duff & Phelps March 2008 - June 2009
IBM July 2000 - March 2008
Japan Venture Partners July 2007 - February 2008
Cadence Design Systems April 1998 - June 2000
Skills
M&A due diligence, Strategic Planning, Venture Capital, Valuation, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Start-ups, Mergers & Acquisitions, Strategy, Entrepreneurship, Finance, Leadership, Business Strategy, Portfolio Management, Management, Consulting, Investments, Investment Banking, Enterprise Software, Competitive Analysis, Management Consulting, Business Development, Executive Management, Strategic Partnerships, Corporate Development, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Carnegie Mellon University 1992 — 1996
BS, Electrical and Computer Engineering
University of Florida 1991 — 1991
Astronomy and Astrophysics
Coral Springs High School
Skipped the Senior Year to attend Carnegie Mellon (Class of 1993)
Emil A. Cavallini
Drexel University September 2014 - Present
Synercon Technologies September 2014 - Present
Codesy September 2014 - Present
i2E, Inc. November 2011 - September 2014
A New Leaf, Inc. September 2012 - December 2013
Westinghouse Electric Company June 2009 - October 2011
Duff & Phelps March 2008 - June 2009
IBM July 2000 - March 2008
Japan Venture Partners July 2007 - February 2008
Cadence Design Systems April 1998 - June 2000
Skills
M&A due diligence, Strategic Planning, Venture Capital, Valuation, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Start-ups, Mergers & Acquisitions, Strategy, Entrepreneurship, Finance, Leadership, Business Strategy, Portfolio Management, Management, Consulting, Investments, Investment Banking, Enterprise Software, Competitive Analysis, Management Consulting, Business Development, Executive Management, Strategic Partnerships, Corporate Development, Business Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Carnegie Mellon University 1992 — 1996
BS, Electrical and Computer Engineering
University of Florida 1991 — 1991
Astronomy and Astrophysics
Coral Springs High School
Skipped the Senior Year to attend Carnegie Mellon (Class of 1993)
Emil A. Cavallini
Isabel van Zijl's Duff & Phelps Experience July 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
SI Group June 2014 - August 2014
Scripps College Performing Arts Center September 2012 - May 2013
Skills
Social Media, PowerPoint, Engineering, Microsoft Office, Matlab, Statistics, Microsoft Excel, Photoshop, Stata, Research, Editing, Public Speaking, Java, R, SQL, Data Analysis
Education
Columbia University in the City of New York 2013 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Minor in Dance
Scripps College 2010 — 2015
Bachelor of Arts (B.A.), Management Engineering, Economics
The Johns Hopkins University
Bryn Mawr School 1998 — 2010
High School Degree
Duff & Phelps July 2015 - Present
SI Group June 2014 - August 2014
Scripps College Performing Arts Center September 2012 - May 2013
Skills
Social Media, PowerPoint, Engineering, Microsoft Office, Matlab, Statistics, Microsoft Excel, Photoshop, Stata, Research, Editing, Public Speaking, Java, R, SQL, Data Analysis
Education
Columbia University in the City of New York 2013 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Minor in Dance
Scripps College 2010 — 2015
Bachelor of Arts (B.A.), Management Engineering, Economics
The Johns Hopkins University
Bryn Mawr School 1998 — 2010
High School Degree
Mauricio Perez-Rosas's Duff & Phelps Experience October 2011 - November 2011
Job Office Manager, David Mexico Design Group
Industry Architecture & Planning
Experience
David Mexico Design Group March 2012 - Present
Duff & Phelps October 2011 - November 2011
Kuker Weissman & Glickman February 2008 - August 2011
Leading and Learning, Inc. August 2009 - July 2011
Kuker Weissman & Glickman June 2007 - January 2008
Skills
Spanish, Research, Public Speaking, Microsoft Office, Editing, Microsoft Excel, Photoshop, InDesign
Education
Hunter College 2015 — 2016
Master of Arts (M.A.), Economics
Hunter College 2014 — 2015
Bachelor of Arts (B.A.), Economics
Miami Dade College 2007 — 2009
Associate of Arts (AA), Journalism
David Mexico Design Group March 2012 - Present
Duff & Phelps October 2011 - November 2011
Kuker Weissman & Glickman February 2008 - August 2011
Leading and Learning, Inc. August 2009 - July 2011
Kuker Weissman & Glickman June 2007 - January 2008
Skills
Spanish, Research, Public Speaking, Microsoft Office, Editing, Microsoft Excel, Photoshop, InDesign
Education
Hunter College 2015 — 2016
Master of Arts (M.A.), Economics
Hunter College 2014 — 2015
Bachelor of Arts (B.A.), Economics
Miami Dade College 2007 — 2009
Associate of Arts (AA), Journalism
Kiran Goojha Kiran Goojha's Duff & Phelps Experience January 2012 - August 2013
Job Digital and Content Strategy
Industry Marketing and Advertising
Experience
Association of National Advertisers May 2014 - Present
United Nations Foundation February 2014 - April 2014
Associated Press October 2013 - January 2014
Columbia University SCE October 2013 - November 2013
Duff & Phelps January 2012 - August 2013
City College of New York January 2012 - December 2012
Deloitte August 2010 - January 2012
Columbia University SCE January 2011 - April 2011
EmblemHealth November 2007 - July 2010
HIP Health Plan of NY June 2006 - November 2007
Education
Columbia University in the City of New York 2007 — 2009
Masters of Science
City University of New York-Queens College 2001 — 2004
B.A.
Association of National Advertisers May 2014 - Present
United Nations Foundation February 2014 - April 2014
Associated Press October 2013 - January 2014
Columbia University SCE October 2013 - November 2013
Duff & Phelps January 2012 - August 2013
City College of New York January 2012 - December 2012
Deloitte August 2010 - January 2012
Columbia University SCE January 2011 - April 2011
EmblemHealth November 2007 - July 2010
HIP Health Plan of NY June 2006 - November 2007
Education
Columbia University in the City of New York 2007 — 2009
Masters of Science
City University of New York-Queens College 2001 — 2004
B.A.
Angela Pagel Angela Pagel's Duff & Phelps Experience May 2006 - Present
Job Vice President Corporate Counsel at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2006 - Present
Kondex Corporation May 2004 - January 2006
Skills
Intellectual Property, Dispute Resolution, Risk Management, Contract Negotiation
Education
Marquette University Law School 2004 — 2007
Juris Doctor
Bradley University 2000 — 2004
Bachelor of Science (B.S.), Mechanical Engineering, summa cum laude
Duff & Phelps May 2006 - Present
Kondex Corporation May 2004 - January 2006
Skills
Intellectual Property, Dispute Resolution, Risk Management, Contract Negotiation
Education
Marquette University Law School 2004 — 2007
Juris Doctor
Bradley University 2000 — 2004
Bachelor of Science (B.S.), Mechanical Engineering, summa cum laude
Laura Leonetti Laura Leonetti's Duff & Phelps Experience April 2012 - July 2014
Job Attorney
Industry Law Practice
Experience
State Bar of Texas - Computer & Technology Section June 2013 - Present
SLGSA September 2006 - Present
Recycled Baseball Items Foundation August 2011 - January 2015
Duff & Phelps April 2012 - July 2014
Huron Consulting Group March 2011 - March 2012
LECG (Acquired by Huron) 2011 - 2011
Brown University September 2004 - June 2006
SunTrust Mortgage 2006 - 2006
New England Riptide, (National Pro Fastpitch) 2004 - 2004
Varoga & Rice September 1999 - June 2000
Skills
Research, Litigation Support, Financial Modeling, Litigation, Financial Analysis, Process Improvement, Real Estate, Business Strategy, Coaching, Risk Management, Time Management, Securities, Strategy, Accounting, Arbitration, Strategic Financial..., Contract Negotiation, Corporate Law, Finance, Corporate Governance, Joint Ventures, Bankruptcy, Start-ups
Education
University of Houston Law Center 2007 — 2010
J.D., Law
Brown University 2000 — 2004
A.B., History
Elkins HS
State Bar of Texas - Computer & Technology Section June 2013 - Present
SLGSA September 2006 - Present
Recycled Baseball Items Foundation August 2011 - January 2015
Duff & Phelps April 2012 - July 2014
Huron Consulting Group March 2011 - March 2012
LECG (Acquired by Huron) 2011 - 2011
Brown University September 2004 - June 2006
SunTrust Mortgage 2006 - 2006
New England Riptide, (National Pro Fastpitch) 2004 - 2004
Varoga & Rice September 1999 - June 2000
Skills
Research, Litigation Support, Financial Modeling, Litigation, Financial Analysis, Process Improvement, Real Estate, Business Strategy, Coaching, Risk Management, Time Management, Securities, Strategy, Accounting, Arbitration, Strategic Financial..., Contract Negotiation, Corporate Law, Finance, Corporate Governance, Joint Ventures, Bankruptcy, Start-ups
Education
University of Houston Law Center 2007 — 2010
J.D., Law
Brown University 2000 — 2004
A.B., History
Elkins HS
Neville Lim Neville Lim's Duff & Phelps Experience August 2015 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2015 - Present
Marvin and Company, P.C. January 2013 - July 2014
Inthai Trading Tasty Treats and Inthai Health Manufacturing Pte Ltd August 2011 - September 2012
SUNY Geneseo September 2010 - May 2011
SUNY Geneseo February 2010 - September 2010
Roof Real Estate Group Pte Ltd January 2007 - July 2007
Singapore Armed Forces February 2004 - July 2006
Skills
Financial Accounting, Microsoft Excel, Finance, US GAAP, Auditing, Financial Analysis, Financial Modeling, Microsoft Office, Financial Reporting, QuickBooks, Excel, MS Office Suite, Access, Regression Analysis, ProSystem fx Engagement, Accounting, Internal Controls, Management, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master in Professional Accounting
SUNY Geneseo 2009 — 2011
B.S, Accounting, 3.98
Broward Community College 2007 — 2008
3.38
Catholic Junior College 2002 — 2003
GCE A levels: Biology, Chemistry, Mathematics
Duff & Phelps August 2015 - Present
Marvin and Company, P.C. January 2013 - July 2014
Inthai Trading Tasty Treats and Inthai Health Manufacturing Pte Ltd August 2011 - September 2012
SUNY Geneseo September 2010 - May 2011
SUNY Geneseo February 2010 - September 2010
Roof Real Estate Group Pte Ltd January 2007 - July 2007
Singapore Armed Forces February 2004 - July 2006
Skills
Financial Accounting, Microsoft Excel, Finance, US GAAP, Auditing, Financial Analysis, Financial Modeling, Microsoft Office, Financial Reporting, QuickBooks, Excel, MS Office Suite, Access, Regression Analysis, ProSystem fx Engagement, Accounting, Internal Controls, Management, PowerPoint, Microsoft Word, Teamwork, Data Analysis, Public Speaking
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2015
Master in Professional Accounting
SUNY Geneseo 2009 — 2011
B.S, Accounting, 3.98
Broward Community College 2007 — 2008
3.38
Catholic Junior College 2002 — 2003
GCE A levels: Biology, Chemistry, Mathematics
Jonathan Jacobs Jonathan Jacobs's Duff & Phelps Experience September 2005 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2005 - Present
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PwC July 1987 - September 2001
Skills
Valuation, business valua, Mergers, Business Acquisition, Banking, Financial Advisory, Insurance, Asset Management, Alternative Investments, Business Transactions, Cross-border..., Finance, Financial Services, Business Valuation, Corporate Finance, Loans, M, Hedge Funds, Venture Capital, Equity Valuation, Purchase Price..., Intangible Assets, Financial Reporting, Private Equity, Capital Markets, Financial Structuring, LBO, Divestitures, Financial Analysis, Fairness Opinions, Private Placements, Securities, Portfolio Management, Emerging Markets, SEC filings, Strategic Financial..., Financial Risk, Securitization, Risk Management, Fund Of Funds, US GAAP, Credit Analysis, Financial Modeling, Asset Managment, Due Diligence, Equities, Investment Banking, Mergers, Restructuring, Tax
Education
Brooklyn College 1984 — 1987
Bachelor of Science (BS), Accounting and Finance
Duff & Phelps September 2005 - Present
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PwC July 1987 - September 2001
Skills
Valuation, business valua, Mergers, Business Acquisition, Banking, Financial Advisory, Insurance, Asset Management, Alternative Investments, Business Transactions, Cross-border..., Finance, Financial Services, Business Valuation, Corporate Finance, Loans, M, Hedge Funds, Venture Capital, Equity Valuation, Purchase Price..., Intangible Assets, Financial Reporting, Private Equity, Capital Markets, Financial Structuring, LBO, Divestitures, Financial Analysis, Fairness Opinions, Private Placements, Securities, Portfolio Management, Emerging Markets, SEC filings, Strategic Financial..., Financial Risk, Securitization, Risk Management, Fund Of Funds, US GAAP, Credit Analysis, Financial Modeling, Asset Managment, Due Diligence, Equities, Investment Banking, Mergers, Restructuring, Tax
Education
Brooklyn College 1984 — 1987
Bachelor of Science (BS), Accounting and Finance
Brandi Lundberg Brandi Lundberg's Duff & Phelps Experience 2008 - 2010
Job Associate, Debt Originations at MetLife Real Estate Investors
Industry Real Estate
Experience
MetLife Real Estate Investors June 2015 - Present
MetLife Real Estate Investors May 2014 - May 2015
Beacon Capital June 2013 - December 2013
CSM Corporation July 2010 - August 2012
Duff & Phelps 2008 - 2010
Duff & Phelps 2006 - 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Investments, Real Estate, DCF, Real Estate Development, Disposition, Portfolio Management, Commercial Real Estate, Finance, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2002 — 2006
Bachelor of Science, Real Estate & Urban Land Economics
MetLife Real Estate Investors June 2015 - Present
MetLife Real Estate Investors May 2014 - May 2015
Beacon Capital June 2013 - December 2013
CSM Corporation July 2010 - August 2012
Duff & Phelps 2008 - 2010
Duff & Phelps 2006 - 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Investments, Real Estate, DCF, Real Estate Development, Disposition, Portfolio Management, Commercial Real Estate, Finance, Financial Reporting
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2002 — 2006
Bachelor of Science, Real Estate & Urban Land Economics
Jared Nolen Jared Nolen's Duff & Phelps Experience March 2011 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2011 - Present
Duff & Phelps November 2007 - March 2011
Duff & Phelps January 2006 - November 2007
Vestar Capital Partners January 2004 - May 2004
Skills
Valuation, Financial Modeling, Capital Markets, LBO, Investment Banking, Bloomberg, Equities, Equity Research, Private Equity, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2001 — 2005
Bachelor of Arts (BA), International Relations
Middlesex School 1997 — 2001
Brookwood School 1988 — 1997
Duff & Phelps March 2011 - Present
Duff & Phelps November 2007 - March 2011
Duff & Phelps January 2006 - November 2007
Vestar Capital Partners January 2004 - May 2004
Skills
Valuation, Financial Modeling, Capital Markets, LBO, Investment Banking, Bloomberg, Equities, Equity Research, Private Equity, Hedge Funds, Fixed Income
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2001 — 2005
Bachelor of Arts (BA), International Relations
Middlesex School 1997 — 2001
Brookwood School 1988 — 1997
Cory McGrath's Duff & Phelps Experience July 2013 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2013 - Present
Needham & Company June 2012 - August 2012
Golden Pond Wealth Management January 2012 - January 2012
Colby College March 2011 - May 2011
Skills
Due Diligence, Economics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Corporate Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor of Arts, Economics
St. Paul's School 2006 — 2009
Duff & Phelps July 2013 - Present
Needham & Company June 2012 - August 2012
Golden Pond Wealth Management January 2012 - January 2012
Colby College March 2011 - May 2011
Skills
Due Diligence, Economics, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Corporate Finance, Leadership
Education
Colby College 2009 — 2013
Bachelor of Arts, Economics
St. Paul's School 2006 — 2009
Shiela Murali's Duff & Phelps Experience July 2012 - Present
Job Senior Associate Valuation Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2012 - Present
Boston University September 2009 - May 2012
TD Bank, NA June 2011 - August 2011
J.P. Morgan February 2011 - April 2011
CrazyKids Boston June 2010 - September 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Finance, Marketing, Minor in Economics
Duff & Phelps July 2012 - Present
Boston University September 2009 - May 2012
TD Bank, NA June 2011 - August 2011
J.P. Morgan February 2011 - April 2011
CrazyKids Boston June 2010 - September 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Finance, Marketing, Minor in Economics
Andrew Tschiltsch Andrew Tschiltsch's Duff & Phelps Experience March 2015 - Present
Job Senior Associate Transfer Pricing at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps June 2012 - Present
Rising Medical Solutions May 2011 - August 2011
StrategyEye Digital Media January 2011 - April 2011
Indiana University Ticket Office September 2010 - December 2010
Indianapolis Tornados Minor League Football May 2010 - September 2010
CompPartners, Inc. May 2009 - August 2009
The Mail Room August 2008 - April 2009
Stonefire Grill June 2006 - April 2007
Skills
Data Analysis, Financial Analysis, Problem Solving, Time Management, SEO, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Social Media Marketing, Market Research, PowerPoint, Access, Marketing, Customer Service, Research, Social Networking
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Business Economic Consulting, Sports Marketing and Management, Spanish
Cass Business School 2011 — 2011
Business
Duff & Phelps March 2015 - Present
Duff & Phelps June 2012 - Present
Rising Medical Solutions May 2011 - August 2011
StrategyEye Digital Media January 2011 - April 2011
Indiana University Ticket Office September 2010 - December 2010
Indianapolis Tornados Minor League Football May 2010 - September 2010
CompPartners, Inc. May 2009 - August 2009
The Mail Room August 2008 - April 2009
Stonefire Grill June 2006 - April 2007
Skills
Data Analysis, Financial Analysis, Problem Solving, Time Management, SEO, Teamwork, Microsoft Office, Microsoft Excel, Public Speaking, Social Media Marketing, Market Research, PowerPoint, Access, Marketing, Customer Service, Research, Social Networking
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (BS), Business Economic Consulting, Sports Marketing and Management, Spanish
Cass Business School 2011 — 2011
Business
Ari Feldman Ari Feldman's Duff & Phelps Experience October 2013 - August 2014
Job M.S. in Financial Engineering at Columbia University
Industry Financial Services
Experience
TIAA-CREF Asset Management June 2015 - August 2015
Duff & Phelps October 2013 - August 2014
Duff & Phelps July 2011 - September 2013
Permal Asset Management June 2010 - August 2010
Hain Capital Group, LLC July 2009 - November 2009
Hain Capital Group, LLC June 2008 - July 2008
Skills
Valuation, DCF, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Microsoft Excel, Equities, Capital IQ, Corporate Finance, Equity Valuation, Business Valuation, Alternative Investments, Investment Banking, Derivatives, Equity Research, Investments, Due Diligence, Economics, Fixed Income, Java, C++, Visual Basic, Matlab
Education
Columbia Engineering 2014 — 2015
Master of Science (M.S.), Financial Engineering
Yeshiva University 2006 — 2011
Bachelors, Mathematics, Economics
TIAA-CREF Asset Management June 2015 - August 2015
Duff & Phelps October 2013 - August 2014
Duff & Phelps July 2011 - September 2013
Permal Asset Management June 2010 - August 2010
Hain Capital Group, LLC July 2009 - November 2009
Hain Capital Group, LLC June 2008 - July 2008
Skills
Valuation, DCF, Capital Markets, Financial Modeling, Bloomberg, Financial Analysis, Hedge Funds, Private Equity, Microsoft Excel, Equities, Capital IQ, Corporate Finance, Equity Valuation, Business Valuation, Alternative Investments, Investment Banking, Derivatives, Equity Research, Investments, Due Diligence, Economics, Fixed Income, Java, C++, Visual Basic, Matlab
Education
Columbia Engineering 2014 — 2015
Master of Science (M.S.), Financial Engineering
Yeshiva University 2006 — 2011
Bachelors, Mathematics, Economics
Casey West Casey West's Duff & Phelps Experience May 2011 - December 2011
Job CFA, Trading and Research Associate at Stewart & Patten LLC
Industry Financial Services
Experience
Stewart & Patten LLC September 2011 - Present
Duff & Phelps May 2011 - December 2011
Genentech July 2005 - May 2011
Hayward Unified School District 2001 - 2004
Skills
Fixed Income, Financial Analysis, Risk Management, Investments, Financial Modeling, Valuation, Competitive Analysis, Analysis, Finance, Equities, Corporate Finance, Asset Management, Accounting, Bloomberg, Portfolio Management, Due Diligence, Trading, Microsoft Office
Education
Golden Gate University 2007 — 2010
Masters, Finance - Investment Management
California State University-Sacramento 1996 — 2000
Bachelors, English
Stewart & Patten LLC September 2011 - Present
Duff & Phelps May 2011 - December 2011
Genentech July 2005 - May 2011
Hayward Unified School District 2001 - 2004
Skills
Fixed Income, Financial Analysis, Risk Management, Investments, Financial Modeling, Valuation, Competitive Analysis, Analysis, Finance, Equities, Corporate Finance, Asset Management, Accounting, Bloomberg, Portfolio Management, Due Diligence, Trading, Microsoft Office
Education
Golden Gate University 2007 — 2010
Masters, Finance - Investment Management
California State University-Sacramento 1996 — 2000
Bachelors, English
Brett Millard's Duff & Phelps Experience August 2013 - Present
Job Investment Banking Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2013 - Present
Periculum Capital Company, LLC March 2012 - August 2013
Business Appraisal Services LLC June 2010 - March 2012
Butler Business Accelerator May 2009 - May 2010
Cordis Corporation June 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Business Valuation, Valuation, Financial Reporting, Excel, Word, Small Business, Investments, Microsoft Word, Microsoft Excel, Due Diligence
Education
Butler University - College of Business Administration 2006 — 2010
BS, Finance
Duff & Phelps August 2013 - Present
Periculum Capital Company, LLC March 2012 - August 2013
Business Appraisal Services LLC June 2010 - March 2012
Butler Business Accelerator May 2009 - May 2010
Cordis Corporation June 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Business Valuation, Valuation, Financial Reporting, Excel, Word, Small Business, Investments, Microsoft Word, Microsoft Excel, Due Diligence
Education
Butler University - College of Business Administration 2006 — 2010
BS, Finance
Marie R. Lemme, CFA Marie R. Lemme, CFA's Duff & Phelps Experience March 1974 - June 1989
Job President at Lemme Investment Group, Inc.
Industry Financial Services
Experience
Lemme Investment Group, Inc. January 2003 - Present
Ogilvie Security Advisors January 2001 - December 2002
Allmerica Financial August 1999 - December 2000
Duff & Phelps March 1974 - June 1989
Skills
Investments, Retirement, Wealth Management, Long Term Care, Term Life Insurance, Portfolio Management, Investment Strategies, Insurance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA, Finance and Accounting
Cleveland State University 1968 — 1972
BBA, Marketing and Finance
Lemme Investment Group, Inc. January 2003 - Present
Ogilvie Security Advisors January 2001 - December 2002
Allmerica Financial August 1999 - December 2000
Duff & Phelps March 1974 - June 1989
Skills
Investments, Retirement, Wealth Management, Long Term Care, Term Life Insurance, Portfolio Management, Investment Strategies, Insurance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA, Finance and Accounting
Cleveland State University 1968 — 1972
BBA, Marketing and Finance
Eugene Shin Eugene Shin's Duff & Phelps Experience March 2011 - June 2014
Job .
Industry Investment Banking
Experience
Duff & Phelps March 2011 - June 2014
Duff & Phelps Securities, LLC August 2008 - March 2011
Duff & Phelps Securities, LLC May 2005 - August 2008
Wilshire Associates, Inc January 2004 - May 2005
RSM EquiCo July 2003 - December 2003
Education
California State University-Long Beach
B.S, Finance: Business/Economics
Duff & Phelps March 2011 - June 2014
Duff & Phelps Securities, LLC August 2008 - March 2011
Duff & Phelps Securities, LLC May 2005 - August 2008
Wilshire Associates, Inc January 2004 - May 2005
RSM EquiCo July 2003 - December 2003
Education
California State University-Long Beach
B.S, Finance: Business/Economics
Travis Stuard Travis Stuard's Duff & Phelps Experience September 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps June 2014 - Present
Rowan Financial Capital March 2012 - June 2014
Poudre Fire Authority Volunteer Firefighter September 2009 - August 2011
Cassidy Turley Fuller 2011 - 2011
Skills
Customer Service, Time Management, Employee Relations, Real Estate, Word, Excel, Microsoft Office, Financial Analysis, Real Estate Investment, Investment Banking, Microsoft Excel, Microsoft Word, Finance, Investment Properties, Training
Education
Colorado State University 2009 — 2012
Bachelor of Science, Business Administration; Finance/ Real Estate
Spring Arbor University 2007 — 2008
Business Administration and Management, General, Freshman
High School
Duff & Phelps September 2015 - Present
Duff & Phelps June 2014 - Present
Rowan Financial Capital March 2012 - June 2014
Poudre Fire Authority Volunteer Firefighter September 2009 - August 2011
Cassidy Turley Fuller 2011 - 2011
Skills
Customer Service, Time Management, Employee Relations, Real Estate, Word, Excel, Microsoft Office, Financial Analysis, Real Estate Investment, Investment Banking, Microsoft Excel, Microsoft Word, Finance, Investment Properties, Training
Education
Colorado State University 2009 — 2012
Bachelor of Science, Business Administration; Finance/ Real Estate
Spring Arbor University 2007 — 2008
Business Administration and Management, General, Freshman
High School
Brett Horton Brett Horton's Duff & Phelps Experience 2011 - 2014
Job Principal, Mercer Investments
Industry Financial Services
Experience
Mercer Investments 2014 - Present
Duff & Phelps 2011 - 2014
Marsh & McLennan 2006 - 2009
Brickerhaven Consulting Group 1994 - 2006
Hagen, Streiff, Newton & Oshiro 1989 - 1994
Procter & Gamble 1987 - 1989
Skills
Due Diligence, Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Management, Valuation, Investments, Portfolio Management, Asset Managment, Financial Modeling, Fixed Income, Asset Allocation, Capital Markets, Derivatives, Risk Management
Education
Brigham Young University 1981 — 1987
Mercer Investments 2014 - Present
Duff & Phelps 2011 - 2014
Marsh & McLennan 2006 - 2009
Brickerhaven Consulting Group 1994 - 2006
Hagen, Streiff, Newton & Oshiro 1989 - 1994
Procter & Gamble 1987 - 1989
Skills
Due Diligence, Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Management, Valuation, Investments, Portfolio Management, Asset Managment, Financial Modeling, Fixed Income, Asset Allocation, Capital Markets, Derivatives, Risk Management
Education
Brigham Young University 1981 — 1987
Bryan Knoepp, CFA Bryan Knoepp, CFA's Duff & Phelps Experience March 2013 - December 2013
Job Senior Manager at EY
Industry Financial Services
Experience
EY December 2013 - Present
Duff & Phelps March 2013 - December 2013
Duff & Phelps (New York) September 2008 - March 2013
Duff & Phelps June 2007 - September 2008
FTN Midwest Securities January 2000 - July 2004
Skills
Asset Managment, Business Valuation, Valuation, Banking, Investments, Portfolio Management, Finance
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Miami University 1995 — 1999
BS, Business Administration
Westlake High School 1992 — 1995
EY December 2013 - Present
Duff & Phelps March 2013 - December 2013
Duff & Phelps (New York) September 2008 - March 2013
Duff & Phelps June 2007 - September 2008
FTN Midwest Securities January 2000 - July 2004
Skills
Asset Managment, Business Valuation, Valuation, Banking, Investments, Portfolio Management, Finance
Education
Boston University Questrom School of Business 2005 — 2007
MBA, Finance
Miami University 1995 — 1999
BS, Business Administration
Westlake High School 1992 — 1995
Sandra Rivera Sandra Rivera's Duff & Phelps Experience 2012 - Present
Job Vice President at Duff & Phelps, LLP
Industry Information Technology and Services
Experience
Duff & Phelps 2012 - Present
iEnvision Technology July 2011 - October 2012
Sandra E. Rivera Consulting, Inc. 2000 - July 2011
Brobeck, Phleger & Harrison 1998 - 2000
San Jose Mercury News 1997 - 1998
San Jose Mercury News 1990 - 1997
Honeywell 1986 - 1987
Skills
Windows 7, Microsoft Office 2010, Project Management, Quality Assurance, Strategic Consulting, Hands-on Training, Software Documentation, Hands-on Legal Document..., Office 2010, Document Management, Technical Support, Legal, Change Management, Training, SharePoint, Microsoft Exchange, CRM, Business Process, Management Consulting, Litigation Support, Microsoft SQL Server, Professional Services, Technical Writing, Testing, Knowledge Management, Management, Consulting, Integration, Business Analysis, Strategy, Information Technology, IT Management, Visio, Help Desk Support, IT Strategy, Disaster Recovery, Vendor Management, Cloud Computing, Risk Management, Business Process..., Enterprise Software, Enterprise Content..., SDLC, Business Intelligence, Databases, IT Service Management, Software Project..., System Deployment, Requirements Analysis, Enterprise Architecture
Education
University of California, Berkeley 1998 — 1999
HRTD Certification, Human Resources, Training & Development
San Francisco State University 1985 — 1989
B.S., Computer Information Systems/Business Administration
City College of San Francisco 1981 — 1984
Associate of Science (AS), Computer Science
Colegio Maria Auxiliadora de San Salvador, El Salvador 1978 — 1980
High School Diploma, Theoretical and Mathematical Physics, 10th through 12th
Duff & Phelps 2012 - Present
iEnvision Technology July 2011 - October 2012
Sandra E. Rivera Consulting, Inc. 2000 - July 2011
Brobeck, Phleger & Harrison 1998 - 2000
San Jose Mercury News 1997 - 1998
San Jose Mercury News 1990 - 1997
Honeywell 1986 - 1987
Skills
Windows 7, Microsoft Office 2010, Project Management, Quality Assurance, Strategic Consulting, Hands-on Training, Software Documentation, Hands-on Legal Document..., Office 2010, Document Management, Technical Support, Legal, Change Management, Training, SharePoint, Microsoft Exchange, CRM, Business Process, Management Consulting, Litigation Support, Microsoft SQL Server, Professional Services, Technical Writing, Testing, Knowledge Management, Management, Consulting, Integration, Business Analysis, Strategy, Information Technology, IT Management, Visio, Help Desk Support, IT Strategy, Disaster Recovery, Vendor Management, Cloud Computing, Risk Management, Business Process..., Enterprise Software, Enterprise Content..., SDLC, Business Intelligence, Databases, IT Service Management, Software Project..., System Deployment, Requirements Analysis, Enterprise Architecture
Education
University of California, Berkeley 1998 — 1999
HRTD Certification, Human Resources, Training & Development
San Francisco State University 1985 — 1989
B.S., Computer Information Systems/Business Administration
City College of San Francisco 1981 — 1984
Associate of Science (AS), Computer Science
Colegio Maria Auxiliadora de San Salvador, El Salvador 1978 — 1980
High School Diploma, Theoretical and Mathematical Physics, 10th through 12th
Cynthia A. Bond cabondca2@yahoo.com Cynthia A. Bond cabondca2@yahoo.com's Duff & Phelps Experience May 1970 - December 1973
Job Professional investor relations, corporate communications, business development
Industry Financial Services
Experience
Aethlon Medical, Inc. 2007 - 2008
Overland Storage, Inc. 2001 - 2007
Broadgate 2000 - 2001
Sitrick 1997 - 2000
Publicis Groupe 1997 - 2000
Duff & Phelps May 1970 - December 1973
Education
Northwestern University - Kellogg School of Management 1980 — 1984
MBA, Finance, marketing, strategy
Connecticut College 1976 — 1980
BA, Economics
Aethlon Medical, Inc. 2007 - 2008
Overland Storage, Inc. 2001 - 2007
Broadgate 2000 - 2001
Sitrick 1997 - 2000
Publicis Groupe 1997 - 2000
Duff & Phelps May 1970 - December 1973
Education
Northwestern University - Kellogg School of Management 1980 — 1984
MBA, Finance, marketing, strategy
Connecticut College 1976 — 1980
BA, Economics
Robert M. Wood Robert M. Wood's Duff & Phelps Experience February 2011 - October 2011
Job Manager Multistate Tax Services Deloitte
Industry Accounting
Experience
Deloitte May 2015 - Present
Andersen Tax December 2013 - April 2015
Andersen Tax October 2011 - December 2013
Duff & Phelps February 2011 - October 2011
Duff & Phelps June 2008 - January 2011
University of Montana- School of Law October 2007 - May 2008
Skills
Tax, Property Tax, Tax Research, Sales, Partnership Taxation, Tax Returns, Tax Preparation, Appraisals, Appeals, State Taxation, Local Taxation, State & Local Tax..., Sales & Use Tax, DCF, Tax Credits, S Corporations, Fixed Assets, US Tax, Corporate Tax, Accounting, Tax Advisory
Education
The University of Montana - School of Business Administration 2006 — 2008
MBA
The University of Montana School of Law 2005 — 2008
J.D.
Colorado College 2002 — 2004
B.A., Economics
Deloitte May 2015 - Present
Andersen Tax December 2013 - April 2015
Andersen Tax October 2011 - December 2013
Duff & Phelps February 2011 - October 2011
Duff & Phelps June 2008 - January 2011
University of Montana- School of Law October 2007 - May 2008
Skills
Tax, Property Tax, Tax Research, Sales, Partnership Taxation, Tax Returns, Tax Preparation, Appraisals, Appeals, State Taxation, Local Taxation, State & Local Tax..., Sales & Use Tax, DCF, Tax Credits, S Corporations, Fixed Assets, US Tax, Corporate Tax, Accounting, Tax Advisory
Education
The University of Montana - School of Business Administration 2006 — 2008
MBA
The University of Montana School of Law 2005 — 2008
J.D.
Colorado College 2002 — 2004
B.A., Economics
Matthew Tanner Matthew Tanner's Duff & Phelps Experience September 2005 - October 2010
Job Deals Principal at PwC Specializing in Tangible Asset Valuations
Industry Accounting
Experience
PwC October 2010 - Present
Duff & Phelps September 2005 - October 2010
Standard & Poor's September 2001 - August 2005
PricewaterhouseCoopers March 1999 - August 2001
Ernst & Young July 1994 - February 1999
Skills
Finance, Due Diligence, Appraisals, Portfolio Management, Valuation, Corporate Finance, Business Valuation, Financial Modeling, Private Equity, Analysis, Accounting, Mergers & Acquisitions
Education
Connecticut College 1990 — 1994
BA - Double Major, Economics, International Relations, Magna Cum Laude
INSEAD
Executive Education, Fontainebleau, France
Phillips Academy, Andover, Massachusetts 1986 — 1990
Graduate - 1990
PwC October 2010 - Present
Duff & Phelps September 2005 - October 2010
Standard & Poor's September 2001 - August 2005
PricewaterhouseCoopers March 1999 - August 2001
Ernst & Young July 1994 - February 1999
Skills
Finance, Due Diligence, Appraisals, Portfolio Management, Valuation, Corporate Finance, Business Valuation, Financial Modeling, Private Equity, Analysis, Accounting, Mergers & Acquisitions
Education
Connecticut College 1990 — 1994
BA - Double Major, Economics, International Relations, Magna Cum Laude
INSEAD
Executive Education, Fontainebleau, France
Phillips Academy, Andover, Massachusetts 1986 — 1990
Graduate - 1990
Dallin Westwood Dallin Westwood's Duff & Phelps Experience 2011 - 2013
Job Founder of Upstream Tax Consulting, LLC
Industry Oil & Energy
Experience
Upstream Tax Consulting 2013 - Present
Duff & Phelps 2011 - 2013
Growth Capital Partners October 2009 - 2011
Ryan, Inc. 1998 - 2009
Amerada Hess 1987 - 1998
Skills
Use Tax
Education
Brigham Young University - Marriott School of Management 1980 — 1982
MAcc - Tax, Accounting & Tax
Brigham Young University 1974 — 1979
Bachelor of Science, Accounting
Upstream Tax Consulting 2013 - Present
Duff & Phelps 2011 - 2013
Growth Capital Partners October 2009 - 2011
Ryan, Inc. 1998 - 2009
Amerada Hess 1987 - 1998
Skills
Use Tax
Education
Brigham Young University - Marriott School of Management 1980 — 1982
MAcc - Tax, Accounting & Tax
Brigham Young University 1974 — 1979
Bachelor of Science, Accounting
Sean Deane Sean Deane's Duff & Phelps Experience October 2012 - Present
Job Senior Associate, Legal Management Consulting at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps October 2012 - Present
iEnvision Technology January 2012 - October 2012
Infinisys July 2003 - December 2011
Desktop Advantage 2000 - 2003
Education
University of California, Davis
Certificate Program, Network Administration & Management
University of California, Davis
Certificate Program, Routing & Switching Technologies
California State University-Sacramento
BS, Business Administration
Duff & Phelps October 2012 - Present
iEnvision Technology January 2012 - October 2012
Infinisys July 2003 - December 2011
Desktop Advantage 2000 - 2003
Education
University of California, Davis
Certificate Program, Network Administration & Management
University of California, Davis
Certificate Program, Routing & Switching Technologies
California State University-Sacramento
BS, Business Administration
Joel Cerefice Joel Cerefice's Duff & Phelps Experience October 2007 - Present
Job Senior Associate, Tax Technology @ Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps October 2007 - Present
Rash & Associates 2005 - 2007
CBIZ April 2003 - February 2005
Skills
Tax Technology, Technical Support, Quality Assurance, Interpersonal..., End User Training, Training, User Acceptance Testing, Business Solutions..., User Experience, Interpersonal Skills, Property Tax, Tax, Valuation, Financial Analysis, Due Diligence, Accounting, SEC filings, Tax Accounting, Financial Modeling, Fixed Assets, Research, Financial Reporting, Auditing, Financial Accounting, PTMS, Finance, Microsoft Excel, SQL
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Science (BS), Communication, General
College of DuPage 1997 — 1999
Associate's degree
Duff & Phelps October 2007 - Present
Rash & Associates 2005 - 2007
CBIZ April 2003 - February 2005
Skills
Tax Technology, Technical Support, Quality Assurance, Interpersonal..., End User Training, Training, User Acceptance Testing, Business Solutions..., User Experience, Interpersonal Skills, Property Tax, Tax, Valuation, Financial Analysis, Due Diligence, Accounting, SEC filings, Tax Accounting, Financial Modeling, Fixed Assets, Research, Financial Reporting, Auditing, Financial Accounting, PTMS, Finance, Microsoft Excel, SQL
Education
The University of Texas at Austin 1999 — 2002
Bachelor of Science (BS), Communication, General
College of DuPage 1997 — 1999
Associate's degree
Margaret (Peggy) Daley Margaret (Peggy) Daley's Duff & Phelps Experience July 2008 - February 2015
Job Managing Director at BRG
Industry Management Consulting
Experience
Berkeley Research Group LLC March 2015 - Present
Duff & Phelps July 2008 - February 2015
Navigant Consulting May 2004 - July 2008
Pinkerton Consulting & Investigations 2001 - 2004
Investigative Group International 1997 - 2001
Sonnenschein Nath & Rosenthal LLP 1995 - 1997
Phelan Pope & John 1990 - 1995
Kirkland & Ellis LLP 1987 - 1990
Skills
Computer Forensics, Due Diligence, background..., Forensic Accounting, Private Investigations, Internal Investigations, Anti Money Laundering, Certified Fraud Examiner, CAMS, Intellectual Property, Data Analysis, Legal Compliance, Bankruptcy, Strategy, Internal Audit, Government, Investigation, AML, Cybercrime, Licensing, Corporate Law, Employment Law, Business Valuation, Legal Research, Litigation Consulting, Dispute Resolution, Mergers & Acquisitions, Mergers, Leadership, Program Management, Securities, Management, Risk Assessment, Privacy Law, Compliance, Securities Regulation, Legal Writing, Patent Litigation, Criminal Justice, Private Equity, Executive Management, Litigation Support, Joint Ventures, Litigation, Fraud
Education
Boston University School of Law 1984 — 1987
Law
University of Michigan 1980 — 1984
BA, Political Science
Berkeley Research Group LLC March 2015 - Present
Duff & Phelps July 2008 - February 2015
Navigant Consulting May 2004 - July 2008
Pinkerton Consulting & Investigations 2001 - 2004
Investigative Group International 1997 - 2001
Sonnenschein Nath & Rosenthal LLP 1995 - 1997
Phelan Pope & John 1990 - 1995
Kirkland & Ellis LLP 1987 - 1990
Skills
Computer Forensics, Due Diligence, background..., Forensic Accounting, Private Investigations, Internal Investigations, Anti Money Laundering, Certified Fraud Examiner, CAMS, Intellectual Property, Data Analysis, Legal Compliance, Bankruptcy, Strategy, Internal Audit, Government, Investigation, AML, Cybercrime, Licensing, Corporate Law, Employment Law, Business Valuation, Legal Research, Litigation Consulting, Dispute Resolution, Mergers & Acquisitions, Mergers, Leadership, Program Management, Securities, Management, Risk Assessment, Privacy Law, Compliance, Securities Regulation, Legal Writing, Patent Litigation, Criminal Justice, Private Equity, Executive Management, Litigation Support, Joint Ventures, Litigation, Fraud
Education
Boston University School of Law 1984 — 1987
Law
University of Michigan 1980 — 1984
BA, Political Science
Randall Sowder Randall Sowder's Duff & Phelps Experience March 2009 - May 2009
Job Program Manager at Con Edison Development
Industry Human Resources
Experience
Con Edison Development April 2015 - Present
ConEdison Solutions May 2009 - April 2015
Duff & Phelps March 2009 - May 2009
Nokia April 2007 - March 2009
IBM October 2002 - May 2007
PwC Consulting 1999 - 2001
Skills
Deferred Compensation, Performance Management
Education
The New School 1994 — 1998
MA, Psychology
California State University-Los Angeles 1990 — 1994
MA, Psychology
University of Colorado Boulder 1983 — 1987
Con Edison Development April 2015 - Present
ConEdison Solutions May 2009 - April 2015
Duff & Phelps March 2009 - May 2009
Nokia April 2007 - March 2009
IBM October 2002 - May 2007
PwC Consulting 1999 - 2001
Skills
Deferred Compensation, Performance Management
Education
The New School 1994 — 1998
MA, Psychology
California State University-Los Angeles 1990 — 1994
MA, Psychology
University of Colorado Boulder 1983 — 1987
Ashwini Sawhney, CFA's Duff & Phelps Experience August 2004 - October 2006
Job Investment Professional
Industry Investment Management
Experience
ITW November 2012 - July 2013
ITW April 2011 - November 2012
Allstate Investments October 2006 - March 2009
Duff & Phelps August 2004 - October 2006
The Timken Company July 1997 - April 2004
Skills
Corporate Development, Mergers & Acquisitions, Investments, Mergers, Due Diligence, Financial Modeling, Business Strategy, Portfolio Management, Valuation, Acquisition Integration, Business Development, Financial Analysis, Corporate Finance, Competitive Analysis, Cross-functional Team..., Product Development, Acquisitions, Management, Divestitures, Private Equity, Operations Management, Sales Engineering, Private Placements, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, General
College of Engineering Pune 1991 — 1995
Bachelor of Engineering (BE), Engineering
ITW November 2012 - July 2013
ITW April 2011 - November 2012
Allstate Investments October 2006 - March 2009
Duff & Phelps August 2004 - October 2006
The Timken Company July 1997 - April 2004
Skills
Corporate Development, Mergers & Acquisitions, Investments, Mergers, Due Diligence, Financial Modeling, Business Strategy, Portfolio Management, Valuation, Acquisition Integration, Business Development, Financial Analysis, Corporate Finance, Competitive Analysis, Cross-functional Team..., Product Development, Acquisitions, Management, Divestitures, Private Equity, Operations Management, Sales Engineering, Private Placements, Fixed Income
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, General
College of Engineering Pune 1991 — 1995
Bachelor of Engineering (BE), Engineering
Robert Rutkowski's Duff & Phelps Experience March 2014 - July 2015
Job Candidate for MBA, Duke University, 2017
Industry Financial Services
Experience
Duff & Phelps March 2014 - July 2015
Duff & Phelps October 2012 - March 2014
Ceteris, Inc. July 2010 - November 2012
Education
Duke University - The Fuqua School of Business 2015 — 2017
Candidate for Master of Business Administration, 2017, Expected Concentrations in Finance, Health Sector Management
Colgate University 2006 — 2010
B.A., Mathematical Economics
Manheim Township High School 2002 — 2006
Duff & Phelps March 2014 - July 2015
Duff & Phelps October 2012 - March 2014
Ceteris, Inc. July 2010 - November 2012
Education
Duke University - The Fuqua School of Business 2015 — 2017
Candidate for Master of Business Administration, 2017, Expected Concentrations in Finance, Health Sector Management
Colgate University 2006 — 2010
B.A., Mathematical Economics
Manheim Township High School 2002 — 2006
Erin Hutchinson Erin Hutchinson's Duff & Phelps Experience January 2010 - August 2011
Job Director at Economics Partners, LLC
Industry Financial Services
Experience
Economics Partners, LLC August 2011 - Present
Duff & Phelps January 2010 - August 2011
Clayton IPS Corporation May 2008 - December 2009
Clayton Fixed Income Services 2006 - 2008
Skills
Financial Analysis, Valuation, Economics, Financial Modeling, Analysis, Business Valuation, Corporate Finance, Data Analysis, Due Diligence, Finance, Management, Mergers, Risk Management, Accounting, Transfer Pricing
Education
Colorado College 2000 — 2004
B.A., Economics, Summa Cum Laude
Economics Partners, LLC August 2011 - Present
Duff & Phelps January 2010 - August 2011
Clayton IPS Corporation May 2008 - December 2009
Clayton Fixed Income Services 2006 - 2008
Skills
Financial Analysis, Valuation, Economics, Financial Modeling, Analysis, Business Valuation, Corporate Finance, Data Analysis, Due Diligence, Finance, Management, Mergers, Risk Management, Accounting, Transfer Pricing
Education
Colorado College 2000 — 2004
B.A., Economics, Summa Cum Laude
Jeffrey Ruettiger, CFA, CPA's Duff & Phelps Experience June 2012 - November 2013
Job Partner at Obsidian Edge
Industry Financial Services
Experience
Obsidian Edge, LLC May 2015 - Present
Great American Group December 2013 - April 2015
Duff & Phelps June 2012 - November 2013
Great American Group March 2008 - June 2012
Hilco Global September 2006 - March 2008
Deloitte Tax LLP July 2005 - September 2006
Cendant May 2002 - May 2004
Centive September 2000 - April 2002
Arthur Andersen August 1999 - August 2000
Skills
Purchase Price..., Due Diligence, Financial Modeling, Equities, Valuation, Tax, Financial Advisory, Investments, Investment Management, Corporate Finance, Capital Markets, Derivatives, Business Valuation, Mergers & Acquisitions, Asset Management, Risk Management, Investment Banking, Financial Analysis, Private Equity, Financial Reporting, Strategic Financial..., Financial Planning
Education
University of Notre Dame 2004 — 2005
MBA, Finance/Investments
University of Tennessee-Knoxville 1998 — 1999
Master of Accounting, Information Systems
Bradley University 1994 — 1998
Bachelor of Science, Accounting
Obsidian Edge, LLC May 2015 - Present
Great American Group December 2013 - April 2015
Duff & Phelps June 2012 - November 2013
Great American Group March 2008 - June 2012
Hilco Global September 2006 - March 2008
Deloitte Tax LLP July 2005 - September 2006
Cendant May 2002 - May 2004
Centive September 2000 - April 2002
Arthur Andersen August 1999 - August 2000
Skills
Purchase Price..., Due Diligence, Financial Modeling, Equities, Valuation, Tax, Financial Advisory, Investments, Investment Management, Corporate Finance, Capital Markets, Derivatives, Business Valuation, Mergers & Acquisitions, Asset Management, Risk Management, Investment Banking, Financial Analysis, Private Equity, Financial Reporting, Strategic Financial..., Financial Planning
Education
University of Notre Dame 2004 — 2005
MBA, Finance/Investments
University of Tennessee-Knoxville 1998 — 1999
Master of Accounting, Information Systems
Bradley University 1994 — 1998
Bachelor of Science, Accounting
Marlene Shaffer Marlene Shaffer's Duff & Phelps Experience October 2012 - Present
Job Transfer Pricing and Tax Services Marketing VP
Industry Financial Services
Experience
Duff & Phelps October 2012 - Present
Ceteris February 2004 - October 2012
Scient, Inc. January 2000 - July 2001
Accenture December 1991 - December 1999
Skills
Brand Development, Corporate Branding, Brand Architecture, Marketing Communications, Marketing Strategy, Strategy, Marketing, Integrated Marketing, Digital Strategy, Leadership, Interactive Marketing, Customer Insight, Market Research, Start-ups, Management, Competitive Analysis, Brand Management, Marketing Management, Brand Developement
Education
Columbia College Chicago 1989 — 1991
BA, Design, Marketing Communications
Duff & Phelps October 2012 - Present
Ceteris February 2004 - October 2012
Scient, Inc. January 2000 - July 2001
Accenture December 1991 - December 1999
Skills
Brand Development, Corporate Branding, Brand Architecture, Marketing Communications, Marketing Strategy, Strategy, Marketing, Integrated Marketing, Digital Strategy, Leadership, Interactive Marketing, Customer Insight, Market Research, Start-ups, Management, Competitive Analysis, Brand Management, Marketing Management, Brand Developement
Education
Columbia College Chicago 1989 — 1991
BA, Design, Marketing Communications
Andrew Bonin Andrew Bonin's Duff & Phelps Experience June 2012 - August 2012
Job Equity Research Analyst at Goldman Sachs
Industry Research
Experience
Goldman Sachs May 2015 - Present
Goldman Sachs June 2013 - May 2015
Global Financial Advisors September 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance
Goldman Sachs May 2015 - Present
Goldman Sachs June 2013 - May 2015
Global Financial Advisors September 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance
Shelly (Ashley Khumalo) Evans Shelly (Ashley Khumalo) Evans's Duff & Phelps Experience October 2012 - January 2013
Job Office Manager, Freelance Graphic Designer, Freelance Magazine Writer
Industry Writing and Editing
Experience
National Nurses United October 2013 - February 2014
Duff & Phelps October 2012 - January 2013
The Evans International Law Firms, LLC 2005 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Social Networking, Microsoft Office, Photoshop, Filing, Fax, Facebook, Twitter, MailChimp, Mailing List Management, Clerical Skills, Typing, Scanning, PDF Creator, Social Media, Social Media Marketing, Supervising, Spreadsheets, Invoicing, Intern management, Hiring, Public Speaking, Event Planning, Training, Leadership
Education
College of DuPage 2010 — 2012
National Nurses United October 2013 - February 2014
Duff & Phelps October 2012 - January 2013
The Evans International Law Firms, LLC 2005 - 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Social Networking, Microsoft Office, Photoshop, Filing, Fax, Facebook, Twitter, MailChimp, Mailing List Management, Clerical Skills, Typing, Scanning, PDF Creator, Social Media, Social Media Marketing, Supervising, Spreadsheets, Invoicing, Intern management, Hiring, Public Speaking, Event Planning, Training, Leadership
Education
College of DuPage 2010 — 2012
Brynn Bacon Brynn Bacon's Duff & Phelps Experience September 2010 - January 2013
Job Options Trader | Dog Trainer
Industry Professional Training & Coaching
Experience
Self Employed January 2014 - Present
Furry Guys Dog Training August 2013 - Present
East Bay SPCA January 2013 - May 2013
Duff & Phelps September 2010 - January 2013
Clearwater Analytics January 2010 - September 2010
Brigham Young University August 2009 - December 2009
Global Financial Advisors August 2009 - December 2009
International Language Programs January 2008 - June 2008
ILP August 2007 - December 2007
International Language Programs January 2007 - July 2007
Skills
Investments, Program Management, Bloomberg, Microsoft Word, Valuation, Microsoft Excel, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Office, Capital Markets, Business Strategy, Research, Competitive Analysis, Asset Management, Finance, Investment Banking, Business Analysis, Management, PowerPoint, Customer Service, Process Improvement, Analysis, Spanish, Portfolio Management, Corporate Finance, Accounting, Public Speaking, Private Equity, Business Development, English, Financial Reporting, Leadership, Team Leadership, Training
Education
Dog Training Internship Academy 2013 — 2013
Certificate of Behavior Consultation and Training, Animal Behavior
Brigham Young University 2005 — 2009
BS, Finance
Self Employed January 2014 - Present
Furry Guys Dog Training August 2013 - Present
East Bay SPCA January 2013 - May 2013
Duff & Phelps September 2010 - January 2013
Clearwater Analytics January 2010 - September 2010
Brigham Young University August 2009 - December 2009
Global Financial Advisors August 2009 - December 2009
International Language Programs January 2008 - June 2008
ILP August 2007 - December 2007
International Language Programs January 2007 - July 2007
Skills
Investments, Program Management, Bloomberg, Microsoft Word, Valuation, Microsoft Excel, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Office, Capital Markets, Business Strategy, Research, Competitive Analysis, Asset Management, Finance, Investment Banking, Business Analysis, Management, PowerPoint, Customer Service, Process Improvement, Analysis, Spanish, Portfolio Management, Corporate Finance, Accounting, Public Speaking, Private Equity, Business Development, English, Financial Reporting, Leadership, Team Leadership, Training
Education
Dog Training Internship Academy 2013 — 2013
Certificate of Behavior Consultation and Training, Animal Behavior
Brigham Young University 2005 — 2009
BS, Finance
Davey Gibian's Duff & Phelps Experience July 2012 - June 2013
Job Research | Technology | Investment
Industry International Trade and Development
Experience
Symkala December 2014 - Present
Office:MG August 2013 - Present
Headwaters MB July 2013 - August 2015
U.S. House of Representatives October 2014 - February 2015
Seth Moulton for Congress December 2012 - February 2015
Fahrenheit 212 June 2013 - January 2015
3D Hubs August 2013 - February 2014
Duff & Phelps July 2012 - June 2013
Scottish American Capital August 2010 - July 2012
Top Ranked, LLC March 2009 - April 2012
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Departmental Honors
The London School of Economics and Political Science (LSE)
Symkala December 2014 - Present
Office:MG August 2013 - Present
Headwaters MB July 2013 - August 2015
U.S. House of Representatives October 2014 - February 2015
Seth Moulton for Congress December 2012 - February 2015
Fahrenheit 212 June 2013 - January 2015
3D Hubs August 2013 - February 2014
Duff & Phelps July 2012 - June 2013
Scottish American Capital August 2010 - July 2012
Top Ranked, LLC March 2009 - April 2012
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Departmental Honors
The London School of Economics and Political Science (LSE)
Connor Mulhern's Duff & Phelps Experience August 2015 - Present
Job Incoming Investment Banking Analyst for Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2015 - Present
Duff & Phelps June 2015 - Present
Sigma Phi Epsilon September 2014 - December 2014
North Shore Country Day School June 2012 - August 2014
College of Entrepreneurial Studies August 2012 - January 2014
Skills
Economics, Leadership, Finance, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Capital IQ, ThomsonOne
Education
University of Wisconsin-Madison 2014 — 2016
Bachelor's of Science, Economics, 3.45/4.0
National University of Ireland, Galway 2015 — 2015
Bachelor of Science (B.S.), Economics, 3.88/4.0
College of the Holy Cross 2012 — 2014
Bachelor of Arts (B.A.), Economics and German
Loyola Academy College Preparatory 2008 — 2012
High School Diploma, 93.7/100
Duff & Phelps August 2015 - Present
Duff & Phelps June 2015 - Present
Sigma Phi Epsilon September 2014 - December 2014
North Shore Country Day School June 2012 - August 2014
College of Entrepreneurial Studies August 2012 - January 2014
Skills
Economics, Leadership, Finance, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Capital IQ, ThomsonOne
Education
University of Wisconsin-Madison 2014 — 2016
Bachelor's of Science, Economics, 3.45/4.0
National University of Ireland, Galway 2015 — 2015
Bachelor of Science (B.S.), Economics, 3.88/4.0
College of the Holy Cross 2012 — 2014
Bachelor of Arts (B.A.), Economics and German
Loyola Academy College Preparatory 2008 — 2012
High School Diploma, 93.7/100
Arthur Balizan Arthur Balizan's Duff & Phelps Experience January 2012 - August 2015
Job Vice President at Duff & Phelps Transfer Pricing
Industry Accounting
Experience
Duff & Phelps January 2012 - August 2015
Ernst & Young January 2009 - December 2011
Skills
Transfer Pricing, Business Valuation, International Tax, Economics
Education
University of Michigan 2007 — 2008
MA, Applied Economics
California State University-Chico 2003 — 2007
BA, Economics
Duff & Phelps January 2012 - August 2015
Ernst & Young January 2009 - December 2011
Skills
Transfer Pricing, Business Valuation, International Tax, Economics
Education
University of Michigan 2007 — 2008
MA, Applied Economics
California State University-Chico 2003 — 2007
BA, Economics
Sharmila Kumar Sharmila Kumar's Duff & Phelps Experience July 2007 - April 2010
Job Lending professional Business Credit
Industry Financial Services
Experience
PNC April 2015 - Present
Wells Fargo April 2014 - April 2015
Wells Fargo Capital Finance April 2010 - March 2014
Duff & Phelps July 2007 - April 2010
Deloitte May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Financial Reporting, Financial Statement..., Capital Markets, Debt, Restructuring, Portfolio Management
Education
Claremont McKenna College 2003 — 2007
BA, Econ/Accounting
PNC April 2015 - Present
Wells Fargo April 2014 - April 2015
Wells Fargo Capital Finance April 2010 - March 2014
Duff & Phelps July 2007 - April 2010
Deloitte May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Financial Reporting, Financial Statement..., Capital Markets, Debt, Restructuring, Portfolio Management
Education
Claremont McKenna College 2003 — 2007
BA, Econ/Accounting
Elsie Socolov Elsie Socolov's Duff & Phelps Experience October 2011 - Present
Job Accounting Professional
Industry Accounting
Experience
Duff & Phelps October 2011 - Present
Ryland Homes April 2005 - September 2011
(U.S. Home)/Lennar Homes July 1992 - March 2005
Skills
Accounts Payable, General Ledger, Accounting, Outlook, Accruals, Microsoft Excel, Journal Entries, Spreadsheets, JD Edwards, Microsoft Word, Tax, Purchasing, Customer Service, Financial Statements
Education
Collin County Community College 2008 — 2013
Accounting
Duff & Phelps October 2011 - Present
Ryland Homes April 2005 - September 2011
(U.S. Home)/Lennar Homes July 1992 - March 2005
Skills
Accounts Payable, General Ledger, Accounting, Outlook, Accruals, Microsoft Excel, Journal Entries, Spreadsheets, JD Edwards, Microsoft Word, Tax, Purchasing, Customer Service, Financial Statements
Education
Collin County Community College 2008 — 2013
Accounting
Tyler Schmarak's Duff & Phelps Experience June 2015 - July 2015
Job Investment Banking Intern at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - July 2015
Chicago Innovation Exchange July 2014 - August 2014
Jeff McClusky & Associates July 2014 - July 2014
1871 July 2013 - August 2013
Vector Marketing June 2013 - August 2013
Skills
Marketing, Social Media, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Entrepreneurship, Research, Event Planning, Social Networking, Microsoft Word, Sales, Customer Service
Education
Colgate University 2013 — 2017
Political Science
The London School of Economics and Political Science (LSE) 2015 — 2015
Managerial Accounting and Financial Control
New Trier High School 2009 — 2013
Duff & Phelps June 2015 - July 2015
Chicago Innovation Exchange July 2014 - August 2014
Jeff McClusky & Associates July 2014 - July 2014
1871 July 2013 - August 2013
Vector Marketing June 2013 - August 2013
Skills
Marketing, Social Media, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Entrepreneurship, Research, Event Planning, Social Networking, Microsoft Word, Sales, Customer Service
Education
Colgate University 2013 — 2017
Political Science
The London School of Economics and Political Science (LSE) 2015 — 2015
Managerial Accounting and Financial Control
New Trier High School 2009 — 2013
Gina Kucera Gina Kucera's Duff & Phelps Experience November 2008 - September 2011
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP July 2011 - Present
Duff & Phelps November 2008 - September 2011
TransDigm Inc. March 2007 - March 2008
globalEXETER August 2004 - March 2007
National City Corporation August 2000 - August 2004
Skills
Tax, Account Reconciliation, Auditing, Tax Returns, Corporate Tax
Education
Cleveland State University 1999 — 2000
Bachelor's, Accounting
Grant Thornton LLP July 2011 - Present
Duff & Phelps November 2008 - September 2011
TransDigm Inc. March 2007 - March 2008
globalEXETER August 2004 - March 2007
National City Corporation August 2000 - August 2004
Skills
Tax, Account Reconciliation, Auditing, Tax Returns, Corporate Tax
Education
Cleveland State University 1999 — 2000
Bachelor's, Accounting
David Suhler David Suhler's Duff & Phelps Experience July 2010 - August 2011
Job Manager at Economics Partners, LLC
Industry Financial Services
Experience
Economics Partners, LLC July 2014 - Present
Economics Partners, LLC July 2012 - June 2014
Economics Partners, LLC August 2011 - July 2012
Duff & Phelps July 2010 - August 2011
Education
Colorado College 2007 — 2010
B.A., Mathematical Economics
Economics Partners, LLC July 2014 - Present
Economics Partners, LLC July 2012 - June 2014
Economics Partners, LLC August 2011 - July 2012
Duff & Phelps July 2010 - August 2011
Education
Colorado College 2007 — 2010
B.A., Mathematical Economics
Bobby Sullivan's Duff & Phelps Experience June 2010 - August 2010
Job Associate at Santander
Industry Investment Banking
Experience
Santander Investment Securities Inc June 2013 - Present
Santander Investment Securities Inc May 2011 - June 2013
Duff & Phelps June 2010 - August 2010
UBS June 2009 - August 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2008 - August 2008
Skills
Finance, Debt Origination, Syndications, Credit Analysis, Credit Documentation, Loan Origination, Debt Restructuring, Series 63, Series 79, Emerging Markets, Financial Modeling, Investment Banking
Education
Colby College 2007 — 2011
Economics, Administrative Science
Santander Investment Securities Inc June 2013 - Present
Santander Investment Securities Inc May 2011 - June 2013
Duff & Phelps June 2010 - August 2010
UBS June 2009 - August 2009
Starwood Hotels & Resorts Worldwide, Inc. June 2008 - August 2008
Skills
Finance, Debt Origination, Syndications, Credit Analysis, Credit Documentation, Loan Origination, Debt Restructuring, Series 63, Series 79, Emerging Markets, Financial Modeling, Investment Banking
Education
Colby College 2007 — 2011
Economics, Administrative Science
Justin Logue Justin Logue's Duff & Phelps Experience September 2012 - November 2014
Job Senior Consultant at Kraft & Kennedy, Inc.
Industry Security and Investigations
Experience
Kraft & Kennedy, Inc. December 2014 - Present
Duff & Phelps September 2012 - November 2014
Saved by the Nerd March 2012 - September 2012
Kessler International February 2011 - January 2012
US Department of Health & Human Services September 2010 - December 2010
NPA Computers, Inc. February 2007 - October 2010
Skills
Computer Forensics, Mobile Forensics, EnCase, FTK, C++, Java, PHP, MySQL, Python, HTML, Cellebrite, Paraben, Chain of Custody, Disk Imaging, Backtrack, dtSearch, VMware Workstation, Cybercrime, Malware Analysis, Evidence, Computer Security, Penetration Testing, Digital Forensics
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
M.S., Forensic Computing
Farmingdale State University of New York 2006 — 2008
B.S., Security Systems
Stony Brook University 2001 — 2005
B.S., Computer Science
Kraft & Kennedy, Inc. December 2014 - Present
Duff & Phelps September 2012 - November 2014
Saved by the Nerd March 2012 - September 2012
Kessler International February 2011 - January 2012
US Department of Health & Human Services September 2010 - December 2010
NPA Computers, Inc. February 2007 - October 2010
Skills
Computer Forensics, Mobile Forensics, EnCase, FTK, C++, Java, PHP, MySQL, Python, HTML, Cellebrite, Paraben, Chain of Custody, Disk Imaging, Backtrack, dtSearch, VMware Workstation, Cybercrime, Malware Analysis, Evidence, Computer Security, Penetration Testing, Digital Forensics
Education
City University of New York-John Jay College of Criminal Justice 2008 — 2011
M.S., Forensic Computing
Farmingdale State University of New York 2006 — 2008
B.S., Security Systems
Stony Brook University 2001 — 2005
B.S., Computer Science
Andrew Argiriou's Duff & Phelps Experience May 2014 - Present
Job Financial Specialist at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2014 - Present
BASF May 2013 - May 2014
Elite Sampling and Media Group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Credit Analysis, Time Management, Team Building, Business, Financial Reporting, Accounts Receivable, Lines Of Credit, SAP, SAP Business Software, Problem Solving, Social Media, Mathematics, Lotus Notes, Customer Service, Data Entry, Sales, Windows, Leadership, PowerPoint, Data Analysis, Teamwork, Finance
Education
Caldwell University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Montclair State University 2012 — 2013
Bachelor's degree, Business Administration and Management, Finance, 3.40
Duff & Phelps May 2014 - Present
BASF May 2013 - May 2014
Elite Sampling and Media Group May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Credit Analysis, Time Management, Team Building, Business, Financial Reporting, Accounts Receivable, Lines Of Credit, SAP, SAP Business Software, Problem Solving, Social Media, Mathematics, Lotus Notes, Customer Service, Data Entry, Sales, Windows, Leadership, PowerPoint, Data Analysis, Teamwork, Finance
Education
Caldwell University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Montclair State University 2012 — 2013
Bachelor's degree, Business Administration and Management, Finance, 3.40
Kevin Ely's Duff & Phelps Experience 2005 - 2007
Job Equity Investment Strategy and Research Professional
Industry Investment Management
Experience
Cambridge Associates 2008 - Present
Wachovia Securities 2007 - 2008
Duff & Phelps 2005 - 2007
Cambridge Associates 1999 - 2003
Booz Allen Hamilton 1997 - 1999
Education
Boston University - School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Mary Washington College
Bachelor's Degree, Economics
Cambridge Associates 2008 - Present
Wachovia Securities 2007 - 2008
Duff & Phelps 2005 - 2007
Cambridge Associates 1999 - 2003
Booz Allen Hamilton 1997 - 1999
Education
Boston University - School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Mary Washington College
Bachelor's Degree, Economics
Ryan D. Alberts Ryan D. Alberts's Duff & Phelps Experience December 2013 - Present
Job Senior Associate / Tech Scout at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps December 2013 - Present
Duff & Phelps September 2012 - December 2013
Duff & Phelps August 2010 - August 2012
Vitech Systems Group February 2010 - August 2010
The William C. Dunkelberg Owl Fund Temple University Investment Association April 2007 - May 2009
Valuation Research Corporation May 2008 - August 2008
Temple University - Department of Partnership Schools March 2006 - May 2008
Brown Brothers Harriman - Dublin, Ireland June 2007 - August 2007
Dairy Queen of Southwest Pennsylvaina June 2006 - August 2006
Skills
Valuation, Corporate Finance, Strategy, Equity Valuation, Financial Analysis, Idea Generation, Economic Value Added, Capital IQ, Strategic Consulting, Financial Reporting, Leadership, Design Thinking, Process Improvement, Innovation Development, Value Creation, Persuasiveness, Intangible Assets, Technological Innovation, Market Research, Purchase Price..., Brand Leverage, Thinking Outside The Box, Business Strategy Design, Idea Person, Knowledge Management
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelors of Business Administration, Finance
University College Dublin, Quinn School of Business 2007 — 2007
Finance, Irish History
The Recording Workshop 2005 — 2005
Audio Engineering
Carnegie Mellon University 2003 — 2003
Pre-College, Acting and Musical Theatre
Duff & Phelps December 2013 - Present
Duff & Phelps September 2012 - December 2013
Duff & Phelps August 2010 - August 2012
Vitech Systems Group February 2010 - August 2010
The William C. Dunkelberg Owl Fund Temple University Investment Association April 2007 - May 2009
Valuation Research Corporation May 2008 - August 2008
Temple University - Department of Partnership Schools March 2006 - May 2008
Brown Brothers Harriman - Dublin, Ireland June 2007 - August 2007
Dairy Queen of Southwest Pennsylvaina June 2006 - August 2006
Skills
Valuation, Corporate Finance, Strategy, Equity Valuation, Financial Analysis, Idea Generation, Economic Value Added, Capital IQ, Strategic Consulting, Financial Reporting, Leadership, Design Thinking, Process Improvement, Innovation Development, Value Creation, Persuasiveness, Intangible Assets, Technological Innovation, Market Research, Purchase Price..., Brand Leverage, Thinking Outside The Box, Business Strategy Design, Idea Person, Knowledge Management
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelors of Business Administration, Finance
University College Dublin, Quinn School of Business 2007 — 2007
Finance, Irish History
The Recording Workshop 2005 — 2005
Audio Engineering
Carnegie Mellon University 2003 — 2003
Pre-College, Acting and Musical Theatre
Liz Lee Liz Lee's Duff & Phelps Experience March 2009 - July 2010
Job Global Pricing and Strategy Lead at Google
Industry Internet
Experience
Google July 2015 - Present
Viacom May 2014 - June 2015
Viacom September 2013 - May 2014
Viacom October 2011 - August 2013
Viacom August 2010 - October 2011
Duff & Phelps March 2009 - July 2010
Duff & Phelps July 2007 - March 2009
Sageworks, Inc. November 2006 - February 2007
UNC Dance Marathon May 2005 - February 2006
Relay For Life of Greater Heights September 2004 - April 2005
Skills
Mobile Strategy, Analytics, Pricing Strategy, Online Inventory..., Data Analytics, Digital Media, Due Diligence, Valuation, Microsoft Excel, PowerPoint, Outlook, Financial Reporting, Market Research, Freewheel, DART for Publishers, Financial Modeling, Advertising, Management, Mobile Devices, Analysis, Digital Strategy, Strategy, Strategic Partnerships, Digital Marketing, Social Media
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS, Buisness Administration
Copenhagen Business School 2006 — 2006
Study Abroad, Business/Marketing
Google July 2015 - Present
Viacom May 2014 - June 2015
Viacom September 2013 - May 2014
Viacom October 2011 - August 2013
Viacom August 2010 - October 2011
Duff & Phelps March 2009 - July 2010
Duff & Phelps July 2007 - March 2009
Sageworks, Inc. November 2006 - February 2007
UNC Dance Marathon May 2005 - February 2006
Relay For Life of Greater Heights September 2004 - April 2005
Skills
Mobile Strategy, Analytics, Pricing Strategy, Online Inventory..., Data Analytics, Digital Media, Due Diligence, Valuation, Microsoft Excel, PowerPoint, Outlook, Financial Reporting, Market Research, Freewheel, DART for Publishers, Financial Modeling, Advertising, Management, Mobile Devices, Analysis, Digital Strategy, Strategy, Strategic Partnerships, Digital Marketing, Social Media
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BS, Buisness Administration
Copenhagen Business School 2006 — 2006
Study Abroad, Business/Marketing
Anthony DePietto Anthony DePietto's Duff & Phelps Experience March 2014 - May 2014
Job Research Analyst at Cross Shore Capital Management, LLC
Industry Financial Services
Experience
Cross Shore Capital Management, LLC July 2014 - Present
Duff & Phelps March 2014 - May 2014
Duff & Phelps October 2011 - March 2014
Skills
Microsoft Office, Word, Excel, PowerPoint, Internet Research, Microsoft Word, Hedge Funds, Microsoft Excel, Investor Relations, Portfolio Management
Education
Wesleyan University 2007 — 2011
Bachelor of Arts, Economics
Choate Rosemary Hall 2005 — 2007
High School
Cross Shore Capital Management, LLC July 2014 - Present
Duff & Phelps March 2014 - May 2014
Duff & Phelps October 2011 - March 2014
Skills
Microsoft Office, Word, Excel, PowerPoint, Internet Research, Microsoft Word, Hedge Funds, Microsoft Excel, Investor Relations, Portfolio Management
Education
Wesleyan University 2007 — 2011
Bachelor of Arts, Economics
Choate Rosemary Hall 2005 — 2007
High School
Jessica Joy Jessica Joy's Duff & Phelps Experience October 2012 - Present
Job Managing Director, Transfer Pricing at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps October 2012 - Present
Ceteris, a Duff & Phelps business December 2009 - October 2012
Deloitte July 2002 - December 2009
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Brown University 1994 — 1997
Bachelor of Arts (BA), Business Economics
Duff & Phelps October 2012 - Present
Ceteris, a Duff & Phelps business December 2009 - October 2012
Deloitte July 2002 - December 2009
Education
The University of Connecticut School of Business 2002 — 2004
Master of Business Administration (MBA), Finance
Brown University 1994 — 1997
Bachelor of Arts (BA), Business Economics
Gordon E.J. Hoke, CRM, IGP Gordon E.J. Hoke, CRM, IGP's Duff & Phelps Experience January 2015 - Present
Job VP, Information Governance Practice at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps January 2015 - Present
Gordon E.J. Hoke, LLC March 2014 - January 2015
Abbott Laboratories March 2012 - March 2014
Gordon E.J. Hoke LLC July 2008 - March 2012
KPMG Advisory -- Forensics Practice September 2006 - July 2008
eVisory 2001 - 2006
Infonomics, KM World, Midrange Systems, Reseller Mgmt. 1994 - 2006
IMERGE Consulting 1997 - 2001
Metafile Information Systems 1989 - 1992
Skills
Information Governance, Enterprise Content..., Records Management, EDRMS, Records, Risk Management, Strategy, Content Management, Business Process..., Information Management, Knowledge Management, Enterprise Software, Start-ups, Document Management, CRM, Business Process, Management, Public Speaking, Corporate Communications, Cross-functional Team..., Information Architecture, Governance, Consulting, Privacy Law, Process Improvement, Training, Program Management, SharePoint, Litigation Support, Professional Services
Education
College of Lake County 2013 — 2013
Project Management
Graduate Theological Union
M.Div., Ministry to Higher Education
Macalester College
B.A., Liberal Arts and Sciences/Liberal Studies
Duff & Phelps January 2015 - Present
Gordon E.J. Hoke, LLC March 2014 - January 2015
Abbott Laboratories March 2012 - March 2014
Gordon E.J. Hoke LLC July 2008 - March 2012
KPMG Advisory -- Forensics Practice September 2006 - July 2008
eVisory 2001 - 2006
Infonomics, KM World, Midrange Systems, Reseller Mgmt. 1994 - 2006
IMERGE Consulting 1997 - 2001
Metafile Information Systems 1989 - 1992
Skills
Information Governance, Enterprise Content..., Records Management, EDRMS, Records, Risk Management, Strategy, Content Management, Business Process..., Information Management, Knowledge Management, Enterprise Software, Start-ups, Document Management, CRM, Business Process, Management, Public Speaking, Corporate Communications, Cross-functional Team..., Information Architecture, Governance, Consulting, Privacy Law, Process Improvement, Training, Program Management, SharePoint, Litigation Support, Professional Services
Education
College of Lake County 2013 — 2013
Project Management
Graduate Theological Union
M.Div., Ministry to Higher Education
Macalester College
B.A., Liberal Arts and Sciences/Liberal Studies
PJ Viscio PJ Viscio's Duff & Phelps Experience September 2001 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2001 - Present
Skills
Financial Modeling, Valuation, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Investments, Finance, Investment Banking, Financial Analysis, Due Diligence
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1979 — 1981
Master of Arts (MA), Earth and Planetary Sciences
Franklin & Marshall College 1975 — 1979
Bachelor of Arts (BA), Geology
Duff & Phelps September 2001 - Present
Skills
Financial Modeling, Valuation, Business Valuation, Private Equity, Mergers & Acquisitions, Corporate Finance, Investments, Finance, Investment Banking, Financial Analysis, Due Diligence
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Finance
Washington University in St. Louis 1979 — 1981
Master of Arts (MA), Earth and Planetary Sciences
Franklin & Marshall College 1975 — 1979
Bachelor of Arts (BA), Geology
John Lederle's Duff & Phelps Experience September 2005 - September 2006
Job
Industry Banking
Experience
BlackRock July 2011 - Present
Bank of the West January 2009 - July 2011
Westpeak Global Advisors September 2006 - September 2008
Duff & Phelps September 2005 - September 2006
Barclays Global Investors October 2003 - August 2005
Flutter.com April 2000 - April 2001
Maxtor April 1991 - April 2000
Skills
Analytics, Basel II, Commodity, Credit Risk, Derivatives, Equities, Financial Engineering, Financial Risk, Fixed Income, Matlab, Options, Risk Management, Portfolio Management, Quantitative Analytics, SAS, Valuation
Education
University of California, Berkeley 2003 — 2004
MS, Financial Engineering
Colorado State University 1986 — 1990
BSME, Mechanical Engineering
BlackRock July 2011 - Present
Bank of the West January 2009 - July 2011
Westpeak Global Advisors September 2006 - September 2008
Duff & Phelps September 2005 - September 2006
Barclays Global Investors October 2003 - August 2005
Flutter.com April 2000 - April 2001
Maxtor April 1991 - April 2000
Skills
Analytics, Basel II, Commodity, Credit Risk, Derivatives, Equities, Financial Engineering, Financial Risk, Fixed Income, Matlab, Options, Risk Management, Portfolio Management, Quantitative Analytics, SAS, Valuation
Education
University of California, Berkeley 2003 — 2004
MS, Financial Engineering
Colorado State University 1986 — 1990
BSME, Mechanical Engineering
Kenneth Bodenstein Kenneth Bodenstein's Duff & Phelps Experience February 1975 - August 2010
Job Independent Consultant
Industry Investment Banking
Experience
Duff & Phelps February 1975 - August 2010
CNA Financial 1970 - 1975
CNA Financial Corp January 1970 - January 1974
Goodbody & Co January 1968 - January 1970
Goodbody & Co 1967 - 1970
Armour & Company January 1964 - January 1968
Air Products & Chemicals, Inc January 1960 - January 1964
Skills
Mergers, Valuation, Business Development, Strategy, Business Valuation, Mergers & Acquisitions, Corporate Finance, IPO, Fairness Opinions, Investments, Financial Modeling, Due Diligence, Business Process..., Real Estate Transactions, Venture Capital, LBO, Private Equity, Strategic Financial...
Education
Columbia University - Columbia Business School 1958 — 1960
MBA, Chemical Engineering
Columbia College (NY) 1953 — 1960
B.A., Chemistry
Columbia University - Fu Foundation School of Engineering and Applied Science 1956 — 1958
B.S., Chemical Engineering
Duff & Phelps February 1975 - August 2010
CNA Financial 1970 - 1975
CNA Financial Corp January 1970 - January 1974
Goodbody & Co January 1968 - January 1970
Goodbody & Co 1967 - 1970
Armour & Company January 1964 - January 1968
Air Products & Chemicals, Inc January 1960 - January 1964
Skills
Mergers, Valuation, Business Development, Strategy, Business Valuation, Mergers & Acquisitions, Corporate Finance, IPO, Fairness Opinions, Investments, Financial Modeling, Due Diligence, Business Process..., Real Estate Transactions, Venture Capital, LBO, Private Equity, Strategic Financial...
Education
Columbia University - Columbia Business School 1958 — 1960
MBA, Chemical Engineering
Columbia College (NY) 1953 — 1960
B.A., Chemistry
Columbia University - Fu Foundation School of Engineering and Applied Science 1956 — 1958
B.S., Chemical Engineering
Amber Newsome's Duff & Phelps Experience September 2014 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Prudential Financial July 2014 - September 2014
Prudential Financial March 2013 - July 2014
Prudential Financial October 2011 - March 2013
Prudential Financial November 2010 - October 2011
US Army June 2000 - November 2007
Weill Cornell Medical College May 2003 - August 2003
Skills
Analysis, Forecasting, Financial Reporting, Project Management, Project Planning, Financial Analysis, Certification of..., Business Analysis, User Acceptance Testing, Competitive Analysis, Essbase, Clarity, Oracle BI, Cognos, Microsoft Office, MySQL, Oracle SQB, JavaScript, Bloomberg Terminal, ASP.NET, DotNetNuke, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Application & Software Development Certification
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.5
Columbia University in the City of New York 1999 — 2000
Pre-College Enrichment Program (S-PREP), Pre-Medicine/Pre-Medical Studies
Duff & Phelps September 2014 - Present
Prudential Financial July 2014 - September 2014
Prudential Financial March 2013 - July 2014
Prudential Financial October 2011 - March 2013
Prudential Financial November 2010 - October 2011
US Army June 2000 - November 2007
Weill Cornell Medical College May 2003 - August 2003
Skills
Analysis, Forecasting, Financial Reporting, Project Management, Project Planning, Financial Analysis, Certification of..., Business Analysis, User Acceptance Testing, Competitive Analysis, Essbase, Clarity, Oracle BI, Cognos, Microsoft Office, MySQL, Oracle SQB, JavaScript, Bloomberg Terminal, ASP.NET, DotNetNuke, Valuation, Financial Services
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Application & Software Development Certification
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.5
Columbia University in the City of New York 1999 — 2000
Pre-College Enrichment Program (S-PREP), Pre-Medicine/Pre-Medical Studies
Robert J. Clark Robert J. Clark's Duff & Phelps Experience February 2015 - Present
Job Investment Banking Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
American Appraisal Associates March 2013 - August 2014
The Steven L. Newman Real Estate Institute July 2012 - March 2013
UBS July 2011 - December 2011
Skills
Financial Modeling, Valuation, DCF, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, LBO, Bloomberg, Comparative Analysis, Equity Research, Adobe Contribute, Reuters, Adobe Captivate, Real Estate, Real Estate Financing, Real Estate Economics, Financial Statement..., Microsoft PowerPoint, Equities, Investments, Fixed Income, Financial Analysis, Finance, Purchase Price..., Fairness Opinions, Mergers & Acquisitions, Asset Management, Analysis, Corporate Finance, Equity Valuation, Capital Markets, Portfolio Management, Investment Banking
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
B.S. Financial Management, Corporate Finance, Minor in Accounting
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
American Appraisal Associates March 2013 - August 2014
The Steven L. Newman Real Estate Institute July 2012 - March 2013
UBS July 2011 - December 2011
Skills
Financial Modeling, Valuation, DCF, Capital IQ, Bloomberg Terminal, Microsoft Office, Microsoft Excel, LBO, Bloomberg, Comparative Analysis, Equity Research, Adobe Contribute, Reuters, Adobe Captivate, Real Estate, Real Estate Financing, Real Estate Economics, Financial Statement..., Microsoft PowerPoint, Equities, Investments, Fixed Income, Financial Analysis, Finance, Purchase Price..., Fairness Opinions, Mergers & Acquisitions, Asset Management, Analysis, Corporate Finance, Equity Valuation, Capital Markets, Portfolio Management, Investment Banking
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
B.S. Financial Management, Corporate Finance, Minor in Accounting
Brian Sipes's Duff & Phelps Experience October 2014 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps October 2014 - Present
Houlihan Lokey August 2009 - October 2014
Flowserve Corporation January 2006 - April 2009
PricewaterhouseCoopers LLP August 1998 - December 2005
Deloitte & Touche LLP September 1994 - May 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Bucknell University 1990 — 1994
BS, Business Administration
Millburn 1986 — 1990
Duff & Phelps October 2014 - Present
Houlihan Lokey August 2009 - October 2014
Flowserve Corporation January 2006 - April 2009
PricewaterhouseCoopers LLP August 1998 - December 2005
Deloitte & Touche LLP September 1994 - May 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Bucknell University 1990 — 1994
BS, Business Administration
Millburn 1986 — 1990
John Serbia's Duff & Phelps Experience July 2013 - Present
Job Talent Acquisition, Human Capital Consultant at Duff & Phelps
Industry Staffing and Recruiting
Experience
Duff & Phelps July 2013 - Present
JLS Global Resources LLC February 2012 - Present
Maven Wave Partners June 2012 - June 2013
Duff & Phelps October 2011 - January 2012
KPMG May 2011 - September 2011
Grant Thornton LLP October 2003 - March 2011
Skills
Talent Acquisition
Education
City University of New York-Hunter College
Duff & Phelps July 2013 - Present
JLS Global Resources LLC February 2012 - Present
Maven Wave Partners June 2012 - June 2013
Duff & Phelps October 2011 - January 2012
KPMG May 2011 - September 2011
Grant Thornton LLP October 2003 - March 2011
Skills
Talent Acquisition
Education
City University of New York-Hunter College
Laca Wong-Hammond's Duff & Phelps Experience September 2014 - Present
Job Managing Director, Real Estate & Healthcare M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Matt Gwilliam's Duff & Phelps Experience December 2010 - Present
Job Vice President at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps December 2010 - Present
June Consulting Group June 2006 - April 2011
Kiersted Systems, Inc. August 2004 - May 2006
ExxonMobil 1997 - 2004
Education
University of Houston 2002 — 2004
MBA
Brigham Young University 1990 — 1997
BS, Chemical Engineering
Duff & Phelps December 2010 - Present
June Consulting Group June 2006 - April 2011
Kiersted Systems, Inc. August 2004 - May 2006
ExxonMobil 1997 - 2004
Education
University of Houston 2002 — 2004
MBA
Brigham Young University 1990 — 1997
BS, Chemical Engineering
Mark Madrian's Duff & Phelps Experience January 2009 - Present
Job Managing Director, Office Leader at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps January 2009 - Present
Houlihan Lokey Howard & Zukin March 2007 - January 2009
Ernst & Young LLP January 2000 - October 2005
Bearing Point 1999 - 2000
Arthur Andersen March 1995 - March 1996
US Treasury Department May 1993 - March 1995
U. S. Department of the Treasury, Office of Financial Institutions Policy 1993 - 1995
Federation of Tax Administrators 1991 - 1993
Skills
Corporate Finance, Business Valuation, Transfer Pricing, Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Finance, Tax, Restructuring, Investment Banking, Business Strategy, Start-ups, Economics, Mergers & Acquisitions, International Tax, Private Equity, Strategy
Education
The George Washington University 1991 — 1993
MPA, Finance & Management
Brigham Young University 1987 — 1991
B.A., Public Policy & Economics
Duff & Phelps January 2009 - Present
Houlihan Lokey Howard & Zukin March 2007 - January 2009
Ernst & Young LLP January 2000 - October 2005
Bearing Point 1999 - 2000
Arthur Andersen March 1995 - March 1996
US Treasury Department May 1993 - March 1995
U. S. Department of the Treasury, Office of Financial Institutions Policy 1993 - 1995
Federation of Tax Administrators 1991 - 1993
Skills
Corporate Finance, Business Valuation, Transfer Pricing, Financial Modeling, Due Diligence, Mergers, Valuation, Financial Analysis, Finance, Tax, Restructuring, Investment Banking, Business Strategy, Start-ups, Economics, Mergers & Acquisitions, International Tax, Private Equity, Strategy
Education
The George Washington University 1991 — 1993
MPA, Finance & Management
Brigham Young University 1987 — 1991
B.A., Public Policy & Economics
Renee Frantz's Duff & Phelps Experience September 2010 - August 2011
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2014 - Present
MBAs Across America June 2014 - July 2014
The Boston Consulting Group June 2013 - August 2013
Gatorade August 2011 - June 2012
Duff & Phelps September 2010 - August 2011
Duff & Phelps July 2008 - August 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Shaker Heights High School
High School
The Boston Consulting Group September 2014 - Present
MBAs Across America June 2014 - July 2014
The Boston Consulting Group June 2013 - August 2013
Gatorade August 2011 - June 2012
Duff & Phelps September 2010 - August 2011
Duff & Phelps July 2008 - August 2010
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Wisconsin-Madison - School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Shaker Heights High School
High School
Nausheer Allibhoy's Duff & Phelps Experience 2005 - 2010
Job Managing Director, Economic & Valuation Services, KPMG LLP
Industry Financial Services
Experience
KPMG US 2015 - Present
Alvarez & Marsal 2013 - 2015
SingerLewak LLP 2010 - 2013
Duff & Phelps 2005 - 2010
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
MCR Federal, LLC 1995 - 1999
Skills
Valuation, Financial Modeling, Financial Reporting, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Venture Capital, Mergers, Mergers & Acquisitions, Finance, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Investments, Business Strategy, Analysis, SEC filings, Start-ups, Equity Valuation, CRM, GAAP, Corporate Governance, Financial Analysis, IPO, Management, Restructuring, Tax, Internal Controls, US GAAP, Financial Accounting, Auditing, Forensic Accounting, Financial Services, LBO, CPA, Revenue Recognition
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
California State University-Northridge 1989 — 1993
B.S., Business Administration - Finance
KPMG US 2015 - Present
Alvarez & Marsal 2013 - 2015
SingerLewak LLP 2010 - 2013
Duff & Phelps 2005 - 2010
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
MCR Federal, LLC 1995 - 1999
Skills
Valuation, Financial Modeling, Financial Reporting, Corporate Finance, Business Valuation, Private Equity, Due Diligence, Venture Capital, Mergers, Mergers & Acquisitions, Finance, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Investments, Business Strategy, Analysis, SEC filings, Start-ups, Equity Valuation, CRM, GAAP, Corporate Governance, Financial Analysis, IPO, Management, Restructuring, Tax, Internal Controls, US GAAP, Financial Accounting, Auditing, Forensic Accounting, Financial Services, LBO, CPA, Revenue Recognition
Education
University of Southern California - Marshall School of Business 1996 — 1998
MBA, Finance
California State University-Northridge 1989 — 1993
B.S., Business Administration - Finance
Yvette Austin Smith's Duff & Phelps Experience January 2004 - November 2007
Job Principal at The Brattle Group
Industry Management Consulting
Experience
The Brattle Group March 2014 - Present
Midori & Friends January 2011 - Present
Stout Risius Ross November 2010 - March 2014
CRA International November 2007 - November 2010
Duff & Phelps January 2004 - November 2007
Ernst & Young June 1997 - November 2000
Skills
Credit Analysis, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Business Valuation, Restructuring, Finance, Mergers & Acquisitions, Private Equity, Capital Markets, Credit, Financial Services, Financial Risk, Corporate Governance
Education
Harvard University 1988 — 1992
A.B., Government and Philosophy
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
The Brattle Group March 2014 - Present
Midori & Friends January 2011 - Present
Stout Risius Ross November 2010 - March 2014
CRA International November 2007 - November 2010
Duff & Phelps January 2004 - November 2007
Ernst & Young June 1997 - November 2000
Skills
Credit Analysis, Valuation, Fixed Income, Corporate Finance, Financial Analysis, Business Valuation, Restructuring, Finance, Mergers & Acquisitions, Private Equity, Capital Markets, Credit, Financial Services, Financial Risk, Corporate Governance
Education
Harvard University 1988 — 1992
A.B., Government and Philosophy
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
Cristobal Valencia's Duff & Phelps Experience August 2012 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2012 - Present
Duff & Phelps April 2008 - August 2012
Duff & Phelps June 2006 - April 2008
Standard & Poors August 2001 - October 2005
PwC 1998 - 2001
Skills
Active Directory, Microsoft Excel, IT Procurement, Vendor Management, Technical Support, System Administration, IT Management, IT Strategy, IT Service Management, Windows 7, Troubleshooting, Windows Server
Education
California State University-East Bay 2002 — 2005
BS, Computer Science
Duff & Phelps August 2012 - Present
Duff & Phelps April 2008 - August 2012
Duff & Phelps June 2006 - April 2008
Standard & Poors August 2001 - October 2005
PwC 1998 - 2001
Skills
Active Directory, Microsoft Excel, IT Procurement, Vendor Management, Technical Support, System Administration, IT Management, IT Strategy, IT Service Management, Windows 7, Troubleshooting, Windows Server
Education
California State University-East Bay 2002 — 2005
BS, Computer Science
Alan Cody's Duff & Phelps Experience April 1993 - September 2010
Job Board Member at The Massachusetts Bible Society
Industry Financial Services
Experience
Waban Valuation Advisors, LLC June 2011 - Present
Unitarian Universalist Urban Ministry May 2013 - Present
Mass Audubon Broadmoor Sanctuary June 2012 - Present
The Massachusetts Bible Society June 2011 - Present
Cornell Club of Boston June 2011 - Present
FUSN 2008 - June 2014
Duff & Phelps April 1993 - September 2010
ACCION 2005 - 2010
PricewaterhouseCoopers 1993 - 2001
Coopers and Lybrand 1993 - 1998
Skills
Extensive experience in..., Thorough knowledge of..., Frequent lecturer and..., Financial Statements, Practices, Valuation, Purposes, Tax, Mergers, Financial Reporting, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Strategic Planning, Financial Modeling, Business Strategy, Due Diligence, Risk Management, Internal Controls, Cash Management, Management, Managerial Finance, Business Valuation, Strategic Financial..., Restructuring, Financial Planning
Education
MIT Sloan School of Management 1972 — 1974
Master of Science, Management
Cornell University 1965 — 1969
Bachelor of Arts, Mathematics
Waban Valuation Advisors, LLC June 2011 - Present
Unitarian Universalist Urban Ministry May 2013 - Present
Mass Audubon Broadmoor Sanctuary June 2012 - Present
The Massachusetts Bible Society June 2011 - Present
Cornell Club of Boston June 2011 - Present
FUSN 2008 - June 2014
Duff & Phelps April 1993 - September 2010
ACCION 2005 - 2010
PricewaterhouseCoopers 1993 - 2001
Coopers and Lybrand 1993 - 1998
Skills
Extensive experience in..., Thorough knowledge of..., Frequent lecturer and..., Financial Statements, Practices, Valuation, Purposes, Tax, Mergers, Financial Reporting, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Strategic Planning, Financial Modeling, Business Strategy, Due Diligence, Risk Management, Internal Controls, Cash Management, Management, Managerial Finance, Business Valuation, Strategic Financial..., Restructuring, Financial Planning
Education
MIT Sloan School of Management 1972 — 1974
Master of Science, Management
Cornell University 1965 — 1969
Bachelor of Arts, Mathematics
Ivan Camacho's Duff & Phelps Experience 1997 - 1999
Job Finance Director at Western Union
Industry Consumer Services
Experience
Western Union March 2006 - Present
Western Union March 2006 - Present
Equitrac 2004 - 2006
EDS 2000 - 2002
SKY Latin America 2000 - 2000
Duff & Phelps 1997 - 1999
Education
University of St. Thomas - Opus College of Business 2002 — 2004
Master of International Management, Finance
Colegio de Estudios Superiores de Administración 1998 — 2002
Bachelor - Business Administration
Western Union March 2006 - Present
Western Union March 2006 - Present
Equitrac 2004 - 2006
EDS 2000 - 2002
SKY Latin America 2000 - 2000
Duff & Phelps 1997 - 1999
Education
University of St. Thomas - Opus College of Business 2002 — 2004
Master of International Management, Finance
Colegio de Estudios Superiores de Administración 1998 — 2002
Bachelor - Business Administration
Douglas Ellis's Duff & Phelps Experience August 2008 - August 2014
Job Cofounder and Managing Director (ASQ Consulting LLC)
Industry Management Consulting
Experience
ASQ Consulting LLC September 2014 - Present
Duff & Phelps August 2008 - August 2014
Analysis Group May 2003 - May 2008
PricewaterhouseCoopers May 1998 - May 2001
Skills
Financial Modeling, Corporate Finance, Valuation, Due Diligence, Mergers, Private Equity, Venture Capital, Business Strategy, Contract Negotiation, Investments, Business Valuation, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Economics, Finance, Patents, Entrepreneurship, Asset Management, Financial Reporting, Risk Management, Business Development, Business Planning, Strategy, Strategic Financial..., Strategic Planning, Accounting, Competitive Analysis, Managerial Finance, Management Consulting, Real Estate Economics, Start-ups, Investment Banking, Forecasting, Financial Accounting, Executive Management, Credit, Data Analysis, DCF, Analytics, Analysis, Market Analysis, Credit Analysis, Equity Valuation, Financial Forecasting, Energy, Corporate Development, Tax, Bloomberg, Business Analysis
Education
University of Pennsylvania - The Wharton School
MBA
Washington University School of Law
JD
Brigham Young University - Provo, UT
BS, Finance
Brigham Young University - Idaho
Associate, Business
ASQ Consulting LLC September 2014 - Present
Duff & Phelps August 2008 - August 2014
Analysis Group May 2003 - May 2008
PricewaterhouseCoopers May 1998 - May 2001
Skills
Financial Modeling, Corporate Finance, Valuation, Due Diligence, Mergers, Private Equity, Venture Capital, Business Strategy, Contract Negotiation, Investments, Business Valuation, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Economics, Finance, Patents, Entrepreneurship, Asset Management, Financial Reporting, Risk Management, Business Development, Business Planning, Strategy, Strategic Financial..., Strategic Planning, Accounting, Competitive Analysis, Managerial Finance, Management Consulting, Real Estate Economics, Start-ups, Investment Banking, Forecasting, Financial Accounting, Executive Management, Credit, Data Analysis, DCF, Analytics, Analysis, Market Analysis, Credit Analysis, Equity Valuation, Financial Forecasting, Energy, Corporate Development, Tax, Bloomberg, Business Analysis
Education
University of Pennsylvania - The Wharton School
MBA
Washington University School of Law
JD
Brigham Young University - Provo, UT
BS, Finance
Brigham Young University - Idaho
Associate, Business
Jason Schad's Duff & Phelps Experience July 2014 - Present
Job Valuation Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Capstone Advisory Group January 2012 - 2014
Capstone Advisory Group April 2009 - January 2012
Ocean Tomo March 2007 - April 2009
Derenzo and Associates August 2000 - August 2003
Skills
Due Diligence, Business Valuation, Valuation, Intellectual Property..., Intellectual Property, Financial Modeling, Patents, Financial Analysis, Portfolio Management, Patent Litigation, Licensing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Michigan 1996 — 2000
Bachelor of Science and Engineering, Chemical Engineering
Duff & Phelps July 2014 - Present
Capstone Advisory Group January 2012 - 2014
Capstone Advisory Group April 2009 - January 2012
Ocean Tomo March 2007 - April 2009
Derenzo and Associates August 2000 - August 2003
Skills
Due Diligence, Business Valuation, Valuation, Intellectual Property..., Intellectual Property, Financial Modeling, Patents, Financial Analysis, Portfolio Management, Patent Litigation, Licensing
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
J.D.
University of Michigan 1996 — 2000
Bachelor of Science and Engineering, Chemical Engineering
Jagesh Shah, CPA's Duff & Phelps Experience September 2005 - August 2012
Job Valuation Services|
Industry Financial Services
Experience
McGladrey August 2012 - Present
Duff & Phelps September 2005 - August 2012
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PwC (PricewaterhouseCoopers LLP) September 1997 - September 2001
DACCO 1995 - 1996
Skills
Valuation, Financial Reporting, Banking, Managed Care, Leadership, Big 4, Consulting, International, Project Management, Complex Financial..., Corporate Finance
Education
California State University-Fullerton 1989 — 1994
Business Administration, Accounting
McGladrey August 2012 - Present
Duff & Phelps September 2005 - August 2012
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PwC (PricewaterhouseCoopers LLP) September 1997 - September 2001
DACCO 1995 - 1996
Skills
Valuation, Financial Reporting, Banking, Managed Care, Leadership, Big 4, Consulting, International, Project Management, Complex Financial..., Corporate Finance
Education
California State University-Fullerton 1989 — 1994
Business Administration, Accounting
Krista Young's Duff & Phelps Experience August 2005 - December 2012
Job Corporate Development Ventures & Acquisitions at Accenture
Industry Investment Banking
Experience
Accenture June 2013 - Present
Duff & Phelps August 2005 - December 2012
Andreou & Casson Ltd. January 2003 - May 2005
Andersen, LLP April 1997 - August 2002
Skills
Corporate Finance, Business Valuation, Valuation, Mergers, Financial Modeling, Private Equity, Due Diligence, business development, Project Management, Intellectual Property..., Software License..., Purchase Price..., Equities, Legal Compliance, Mergers & Acquisitions, Corporate Development, Finance, Restructuring, Investments, Financial Analysis, Business Development
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Intellectual Property
DePaul University 1998 — 2001
Bachelor of Science (B.S.), Finance
Accenture June 2013 - Present
Duff & Phelps August 2005 - December 2012
Andreou & Casson Ltd. January 2003 - May 2005
Andersen, LLP April 1997 - August 2002
Skills
Corporate Finance, Business Valuation, Valuation, Mergers, Financial Modeling, Private Equity, Due Diligence, business development, Project Management, Intellectual Property..., Software License..., Purchase Price..., Equities, Legal Compliance, Mergers & Acquisitions, Corporate Development, Finance, Restructuring, Investments, Financial Analysis, Business Development
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2005
JD, Intellectual Property
DePaul University 1998 — 2001
Bachelor of Science (B.S.), Finance
Nicholas Arens's Duff & Phelps Experience August 2006 - March 2010
Job Corporate Development Senior Manager at Cummins Inc.
Industry Automotive
Experience
Cummins Inc. June 2012 - Present
Blue & Co., LLC March 2010 - June 2012
Duff & Phelps August 2006 - March 2010
Duke Energy May 2005 - August 2005
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Financial Reporting, Mergers, Economics, Finance, Equity Valuation, Forecasting, Data Analysis, Financial Accounting, Due Diligence, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Management Consulting
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelors of Science, Finance
Butler University - College of Business Administration 2011 — 2013
Master of Business Administration (MBA), Management
Cummins Inc. June 2012 - Present
Blue & Co., LLC March 2010 - June 2012
Duff & Phelps August 2006 - March 2010
Duke Energy May 2005 - August 2005
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Financial Reporting, Mergers, Economics, Finance, Equity Valuation, Forecasting, Data Analysis, Financial Accounting, Due Diligence, Competitive Analysis, Corporate Development, Mergers & Acquisitions, Private Equity, Management Consulting
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelors of Science, Finance
Butler University - College of Business Administration 2011 — 2013
Master of Business Administration (MBA), Management
Oliver Okeke's Duff & Phelps Experience March 2009 - June 2011
Job Accounting Professional
Industry Accounting
Experience
Solix Inc. July 2013 - October 2013
Panasonic Electric Works Corp. of America February 2013 - July 2013
Medco March 2012 - May 2012
Duff & Phelps March 2009 - June 2011
Burns and Roe October 2008 - February 2009
Avis Budget Group 2001 - 2008
Skills
Lawson General Ledger, Business Object, General Ledger, Financial Reporting, Account Reconciliation, Accounting, Variance Analysis, Internal Controls, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Analysis, Auditing, Hyperion Enterprise, Accounts Receivable, Journal Entries, Microsoft Excel
Education
Woodbury University 1983 — 1985
Master of Business Administration (M.B.A.), Accounting
California State University-Los Angeles 1980 — 1982
Bachelor of Science (BS), Accounting, 3.4 GPA
Santa Monica College 1978 — 1980
Associate's degree, Business Administration and Management, General, 3.0 GPA
Solix Inc. July 2013 - October 2013
Panasonic Electric Works Corp. of America February 2013 - July 2013
Medco March 2012 - May 2012
Duff & Phelps March 2009 - June 2011
Burns and Roe October 2008 - February 2009
Avis Budget Group 2001 - 2008
Skills
Lawson General Ledger, Business Object, General Ledger, Financial Reporting, Account Reconciliation, Accounting, Variance Analysis, Internal Controls, Accounts Payable, Financial Analysis, Sarbanes-Oxley Act, Financial Statements, Analysis, Auditing, Hyperion Enterprise, Accounts Receivable, Journal Entries, Microsoft Excel
Education
Woodbury University 1983 — 1985
Master of Business Administration (M.B.A.), Accounting
California State University-Los Angeles 1980 — 1982
Bachelor of Science (BS), Accounting, 3.4 GPA
Santa Monica College 1978 — 1980
Associate's degree, Business Administration and Management, General, 3.0 GPA
Laura Lu Ahn's Duff & Phelps Experience 1998 - 2000
Job Fixed Income Securitizations
Industry Financial Services
Experience
Standard & Poor's September 2005 - August 2007
Radian 2003 - 2004
Financial Security Assurance 2000 - 2003
Duff & Phelps 1998 - 2000
PaineWebber 1996 - 1998
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Structured Finance, Investment Banking, Derivatives, Due Diligence, Emerging Markets, Bloomberg, Hedge Funds, Equities, Portfolio Management, Management, Investments
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Wellesley College 1991 — 1995
BA
Standard & Poor's September 2005 - August 2007
Radian 2003 - 2004
Financial Security Assurance 2000 - 2003
Duff & Phelps 1998 - 2000
PaineWebber 1996 - 1998
Skills
Financial Modeling, Fixed Income, Valuation, Capital Markets, Financial Analysis, Structured Finance, Investment Banking, Derivatives, Due Diligence, Emerging Markets, Bloomberg, Hedge Funds, Equities, Portfolio Management, Management, Investments
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Wellesley College 1991 — 1995
BA
Arrin Barton's Duff & Phelps Experience July 2012 - July 2013
Job
Industry Retail
Experience
Gap Inc. July 2014 - August 2015
Duff & Phelps July 2012 - July 2013
iQor May 2011 - August 2011
Redstone Advisors LLC January 2011 - April 2011
Global Financial Advisors September 2010 - December 2010
Skills
VBA, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equity Research, Economics, Bloomberg Terminal, Business Valuation, Finance, Equity Valuation, Corporate Finance, Investment Banking, DCF, Capital IQ, Microsoft Excel
Education
Brigham Young University 2008 — 2012
BS, Economics
Gap Inc. July 2014 - August 2015
Duff & Phelps July 2012 - July 2013
iQor May 2011 - August 2011
Redstone Advisors LLC January 2011 - April 2011
Global Financial Advisors September 2010 - December 2010
Skills
VBA, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equity Research, Economics, Bloomberg Terminal, Business Valuation, Finance, Equity Valuation, Corporate Finance, Investment Banking, DCF, Capital IQ, Microsoft Excel
Education
Brigham Young University 2008 — 2012
BS, Economics
Denise Remele's Duff & Phelps Experience May 2006 - July 2006
Job Attorney (Bilingual/Consulting)
Industry Law Practice
Experience
Plante Moran May 2013 - Present
Synergy/Huron Consulting February 2012 - April 2013
Blackman Kallick October 2011 - January 2012
Hudson May 2009 - September 2011
RR Donnelley October 2006 - March 2007
Legalpeople July 2006 - October 2006
Duff & Phelps May 2006 - July 2006
Immigration Law Associates January 2004 - August 2005
Office of the Illinois Attorney General May 2003 - December 2003
Midwest Immigrant & Human Rights Center April 2002 - November 2002
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2004
Juris Doctor, Law
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2001
Master of Law, International and Comparative Law
State Supreme Court (Oberlandesgericht Naumburg) 1997 — 1999
Assessorin, Law
Leibniz Universität Hannover 1993 — 1997
Referendarin, Law
Plante Moran May 2013 - Present
Synergy/Huron Consulting February 2012 - April 2013
Blackman Kallick October 2011 - January 2012
Hudson May 2009 - September 2011
RR Donnelley October 2006 - March 2007
Legalpeople July 2006 - October 2006
Duff & Phelps May 2006 - July 2006
Immigration Law Associates January 2004 - August 2005
Office of the Illinois Attorney General May 2003 - December 2003
Midwest Immigrant & Human Rights Center April 2002 - November 2002
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2002 — 2004
Juris Doctor, Law
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2001
Master of Law, International and Comparative Law
State Supreme Court (Oberlandesgericht Naumburg) 1997 — 1999
Assessorin, Law
Leibniz Universität Hannover 1993 — 1997
Referendarin, Law
Jim Aronoff's Duff & Phelps Experience November 2012 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps November 2012 - Present
MTGX, LLC 2000 - Present
FCS Advisors, Inc. 2009 - 2012
Brevet Capital Management 2009 - 2012
Garnet Capital Advisors 2005 - 2006
Portfolio Reconnaissance Services, Inc. 2003 - 2005
CIFG 2001 - 2002
FC Capital Corp. 1997 - 2000
Nomura Securities 1993 - 1997
Financial Security Assurance 1989 - 1993
Skills
Structured Finance, Securitization, Capital Markets, Financial Structuring, Hedge Funds, Bonds, Investment Banking, Valuation, Portfolio Management, Asset Managment, Loan Origination, Securities, Due Diligence, Loans, Fixed Income, Investor Relations, Alternative Investments, CMBS, Dispute Resolution, Litigation Support, Strategic Consulting, Expert Witness, Restructuring, Real Estate, Asset Based Lending, Mortgage Lending, Commercial Lending, Consumer Lending, Distressed Debt, RMBS, Credit Analysis, Credit, Private Equity, Investments, Finance
Education
Cornell Law School 1980 — 1983
J.D., International Law
Yale University 1977 — 1979
B.A., Economics & Political Science
State University of New York at Albany 1975 — 1977
Economics
Eastchester High School 1972 — 1975
Duff & Phelps November 2012 - Present
MTGX, LLC 2000 - Present
FCS Advisors, Inc. 2009 - 2012
Brevet Capital Management 2009 - 2012
Garnet Capital Advisors 2005 - 2006
Portfolio Reconnaissance Services, Inc. 2003 - 2005
CIFG 2001 - 2002
FC Capital Corp. 1997 - 2000
Nomura Securities 1993 - 1997
Financial Security Assurance 1989 - 1993
Skills
Structured Finance, Securitization, Capital Markets, Financial Structuring, Hedge Funds, Bonds, Investment Banking, Valuation, Portfolio Management, Asset Managment, Loan Origination, Securities, Due Diligence, Loans, Fixed Income, Investor Relations, Alternative Investments, CMBS, Dispute Resolution, Litigation Support, Strategic Consulting, Expert Witness, Restructuring, Real Estate, Asset Based Lending, Mortgage Lending, Commercial Lending, Consumer Lending, Distressed Debt, RMBS, Credit Analysis, Credit, Private Equity, Investments, Finance
Education
Cornell Law School 1980 — 1983
J.D., International Law
Yale University 1977 — 1979
B.A., Economics & Political Science
State University of New York at Albany 1975 — 1977
Economics
Eastchester High School 1972 — 1975
Raymond Kane's Duff & Phelps Experience March 2009 - November 2012
Job Managing Director, Capital Advisory Group at KPMG Corporate Fiance LLC
Industry Investment Banking
Experience
KPMG Corporate Fiance LLC November 2012 - April 2015
Duff & Phelps March 2009 - November 2012
Houlihan Lokey April 2000 - February 2009
UBS Investment Bank June 1993 - April 2000
Skills
Mergers & Acquisitions, Structured Finance, Investments, Loan Origination, Growth Capital, Capital, Mutual Funds, Private Equity, Investment Banking, Valuation, Leveraged Finance, LBO, Financial Modeling, Financial Structuring, Venture Capital, Due Diligence, Restructuring, Business Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
Loyola University Maryland 1985 — 1989
BBA, Finance and Political Science
KPMG Corporate Fiance LLC November 2012 - April 2015
Duff & Phelps March 2009 - November 2012
Houlihan Lokey April 2000 - February 2009
UBS Investment Bank June 1993 - April 2000
Skills
Mergers & Acquisitions, Structured Finance, Investments, Loan Origination, Growth Capital, Capital, Mutual Funds, Private Equity, Investment Banking, Valuation, Leveraged Finance, LBO, Financial Modeling, Financial Structuring, Venture Capital, Due Diligence, Restructuring, Business Valuation
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Marketing
Loyola University Maryland 1985 — 1989
BBA, Finance and Political Science
Michelle Schaefer's Duff & Phelps Experience January 2001 - March 2013
Job Valuation Professional with expertise in the Life Sciences
Industry Financial Services
Experience
Passaic County CASA, Inc. September 2014 - Present
Duff & Phelps January 2001 - March 2013
Skills
Valuation, Business Valuation, Financial Modeling, Private Equity, Corporate Finance, Mergers, Financial Analysis, Capital Markets, Portfolio Management, Lifesciences, DCF, Mergers & Acquisitions, Finance, Equity Valuation, Healthcare
Education
California Institute of Technology 1999 — 2000
New Jersey Institute of Technology 1998 — 1999
Master of Science
New Jersey Institute of Technology 1994 — 1998
Bachelor of Science
Passaic County CASA, Inc. September 2014 - Present
Duff & Phelps January 2001 - March 2013
Skills
Valuation, Business Valuation, Financial Modeling, Private Equity, Corporate Finance, Mergers, Financial Analysis, Capital Markets, Portfolio Management, Lifesciences, DCF, Mergers & Acquisitions, Finance, Equity Valuation, Healthcare
Education
California Institute of Technology 1999 — 2000
New Jersey Institute of Technology 1998 — 1999
Master of Science
New Jersey Institute of Technology 1994 — 1998
Bachelor of Science
David Larsen's Duff & Phelps Experience October 2006 - Present
Job Fair Value Reporting Expert focused on the alternative asset market, specifically PE, VC, GPs & LPs
Industry Financial Services
Experience
Duff & Phelps October 2006 - Present
KPMG US July 1995 - October 2006
KPMG July 1984 - September 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Business Valuation, Mergers, Corporate Finance, Financial Analysis, Venture Capital, SEC filings, IPO, Alternative Investments, Investments, Financial Reporting, Investment Banking, Hedge Funds, Purchase Price..., Divestitures, Fund Of Funds, Accounting
Education
Brigham Young University 1977 — 1984
MAcc, Accounting
Duff & Phelps October 2006 - Present
KPMG US July 1995 - October 2006
KPMG July 1984 - September 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Business Valuation, Mergers, Corporate Finance, Financial Analysis, Venture Capital, SEC filings, IPO, Alternative Investments, Investments, Financial Reporting, Investment Banking, Hedge Funds, Purchase Price..., Divestitures, Fund Of Funds, Accounting
Education
Brigham Young University 1977 — 1984
MAcc, Accounting
Keith M Sipes's Duff & Phelps Experience March 2013 - June 2014
Job Head of Global Media, Telecom & Technology Investment Banking
Industry Investment Banking
Experience
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
CRT Capital Group June 2014 - Present
Duff & Phelps March 2013 - June 2014
Stifel Nicolaus Weisel March 2010 - March 2013
Merrill Lynch & Co. May 2006 - April 2009
Lazard Freres & Co. February 2004 - May 2006
Merrill Lynch & Co. August 2000 - February 2004
Skills
Mergers, Corporate Finance, Venture Capital, Media & Entertainment, Digital Media, Publishing, Broadcast Television, Radio Broadcasting, Cable Networks, Video Games, Interactive Media, Media Technology, Private Equity, Private Placements, Acquisitions, Divestitures, LBO, Recapitalizations, Financing Alternatives, Wireless, Sell Side, Buy-side, Tech enabled businesses, Social Media, Ad Networks, Mergers & Acquisitions, Fairness Opinions, Investment Banking, Capital Markets, Due Diligence, Investments, Leveraged Finance, M, Strategy, Valuation
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Accounting & Finance
Michael Hrenya-Wood's Duff & Phelps Experience January 2008 - March 2009
Job Associate at Dividend Capital Diversified Property Fund
Industry Real Estate
Experience
Dividend Capital - Diversified Property Fund August 2014 - Present
Essex Financial Group May 2014 - August 2014
Real Capital Solutions February 2012 - May 2014
University of Colorado at Boulder August 2010 - May 2012
MPEG LA, LLC August 2009 - August 2010
Duff & Phelps January 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Analysis, Due Diligence, Economics, Research, Forecasting, Finance, PowerPoint, Strategic Planning, Market Research, Financial Reporting, Budgets, Business Planning, Microsoft Office, Project Management, Commercial Real Estate, Entrepreneurship, Business Strategy, Management Consulting, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Colorado State University 2003 — 2007
B.A., Economics
Colorado State University 2003 — 2007
B.S., Psychology
Dividend Capital - Diversified Property Fund August 2014 - Present
Essex Financial Group May 2014 - August 2014
Real Capital Solutions February 2012 - May 2014
University of Colorado at Boulder August 2010 - May 2012
MPEG LA, LLC August 2009 - August 2010
Duff & Phelps January 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Analysis, Due Diligence, Economics, Research, Forecasting, Finance, PowerPoint, Strategic Planning, Market Research, Financial Reporting, Budgets, Business Planning, Microsoft Office, Project Management, Commercial Real Estate, Entrepreneurship, Business Strategy, Management Consulting, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Colorado State University 2003 — 2007
B.A., Economics
Colorado State University 2003 — 2007
B.S., Psychology
George Pushner's Duff & Phelps Experience March 2004 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2004 - Present
Analysis Group June 2001 - October 2003
Skills
CFA, CIPM, Portfolio Management, Valuation, Business Valuation, Private Equity, Financial Analysis
Education
Columbia University - Columbia Business School 1988 — 1993
Ph.D., Finance and Economics
Princeton University 1983 — 1988
AB, MPA, Public Affairs, Economics
Duff & Phelps March 2004 - Present
Analysis Group June 2001 - October 2003
Skills
CFA, CIPM, Portfolio Management, Valuation, Business Valuation, Private Equity, Financial Analysis
Education
Columbia University - Columbia Business School 1988 — 1993
Ph.D., Finance and Economics
Princeton University 1983 — 1988
AB, MPA, Public Affairs, Economics
Ashe Richards's Duff & Phelps Experience March 2013 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2013 - Present
Duff & Phelps July 2002 - March 2013
Isphere April 1999 - July 2002
GTE/Verizon October 1996 - April 1999
Skills
.NET, SQL Server, Visual Basic, C#, ASP.NET, SQL, HTML, Object Oriented Design, CSS, UML, Application Development, XML, Microsoft SQL Server, ADO.NET, Agile Methodologies, T-SQL, Web Applications, TFS, Software Development, Testing, SDLC, WCF, Windows, Web Services, JavaScript
Education
Capella University 2003 — 2005
Bachelor's, Information Technology
Duff & Phelps March 2013 - Present
Duff & Phelps July 2002 - March 2013
Isphere April 1999 - July 2002
GTE/Verizon October 1996 - April 1999
Skills
.NET, SQL Server, Visual Basic, C#, ASP.NET, SQL, HTML, Object Oriented Design, CSS, UML, Application Development, XML, Microsoft SQL Server, ADO.NET, Agile Methodologies, T-SQL, Web Applications, TFS, Software Development, Testing, SDLC, WCF, Windows, Web Services, JavaScript
Education
Capella University 2003 — 2005
Bachelor's, Information Technology
Daniel Maxfield's Duff & Phelps Experience September 2010 - June 2012
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon July 2014 - Present
BYU Cougar Capital April 2013 - April 2014
Gauge Capital, LLC May 2013 - December 2013
Duff & Phelps September 2010 - June 2012
Duff & Phelps July 2008 - September 2010
Sinclair Oil June 2007 - June 2008
Skills
Financial Modeling, Valuation, Due Diligence, Business Valuation, Financial Analysis, DCF, Forecasting, Analysis, Equities, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Market Research, Finance, Economics, Corporate Finance, Leadership, Capital IQ, Management, Bloomberg Terminal, Bloomberg, Competitive Analysis, Corporate Development, Strategic Planning, Strategy, Alternative Investments, Entrepreneurship, Quantitative Analytics, Analytics, Data Analysis, Market Analysis, Econometrics, Business Modeling, Industry Research, Business Strategy, Product Management, Microsoft Excel, Team Leadership, Public Speaking
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2000 — 2008
B.A, Economics
Amazon July 2014 - Present
BYU Cougar Capital April 2013 - April 2014
Gauge Capital, LLC May 2013 - December 2013
Duff & Phelps September 2010 - June 2012
Duff & Phelps July 2008 - September 2010
Sinclair Oil June 2007 - June 2008
Skills
Financial Modeling, Valuation, Due Diligence, Business Valuation, Financial Analysis, DCF, Forecasting, Analysis, Equities, Mergers & Acquisitions, Private Equity, Venture Capital, Investments, Market Research, Finance, Economics, Corporate Finance, Leadership, Capital IQ, Management, Bloomberg Terminal, Bloomberg, Competitive Analysis, Corporate Development, Strategic Planning, Strategy, Alternative Investments, Entrepreneurship, Quantitative Analytics, Analytics, Data Analysis, Market Analysis, Econometrics, Business Modeling, Industry Research, Business Strategy, Product Management, Microsoft Excel, Team Leadership, Public Speaking
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2000 — 2008
B.A, Economics
Ken He's Duff & Phelps Experience July 2012 - October 2013
Job Healthcare Investment Manager at Fosun Group
Industry Venture Capital & Private Equity
Experience
Fosun Group May 2015 - Present
JMP Group October 2013 - May 2015
Duff & Phelps July 2012 - October 2013
Camber Capital Management May 2011 - August 2011
Boston University Computer Science Department February 2011 - May 2011
Hall Capital Partners LLC June 2010 - August 2010
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Capital IQ, Bloomberg, SNL, IPO, Mergers & Acquisitions, Biotechnology, Hedge Funds, Due Diligence, Equities, DCF, Investments, Investment Banking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance and Accounting, Economics
Fosun Group May 2015 - Present
JMP Group October 2013 - May 2015
Duff & Phelps July 2012 - October 2013
Camber Capital Management May 2011 - August 2011
Boston University Computer Science Department February 2011 - May 2011
Hall Capital Partners LLC June 2010 - August 2010
Bank of America June 2008 - August 2008
Skills
Financial Modeling, Equity Research, Capital IQ, Bloomberg, SNL, IPO, Mergers & Acquisitions, Biotechnology, Hedge Funds, Due Diligence, Equities, DCF, Investments, Investment Banking
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance and Accounting, Economics
Matthew Kebel's Duff & Phelps Experience January 2009 - June 2010
Job Vice President at Teneo Capital
Industry Investment Banking
Experience
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Teneo Capital August 2015 - Present
Pacific Crest Securities April 2012 - June 2015
Morgan Keegan April 2011 - April 2012
JP Morgan Chase June 2010 - April 2011
Duff & Phelps January 2009 - June 2010
Duff & Phelps 2006 - 2009
Skills
Investment Banking, Technology Sector, Middle Market, Mergers & Acquisitions, Private Placements, Private Equity, Buyouts, Management Buyouts, M&A Experience, M&A Execution, Deal Execution, Company Acquisitions, Financial Modeling, Financial Analysis, Financial Projections, LBO, DCF, Valuation, Business Valuation, Comps, Accounting, Financial Reporting, Due Diligence, Industry Research, Technology Companies, SaaS, Enterprise Software, Digital Media, Technology Services, Financial Technology, Microsoft Office, Excel, PowerPoint, Word, Bloomberg, Salesforce.com, Mergers
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance & Accounting, Magna Cum Laude
Michael Van Donselaar's Duff & Phelps Experience March 2007 - Present
Job Vice President at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps March 2007 - Present
Hunsperger & Weston, Ltd. 2006 - 2007
City and County of Denver 1991 - 2006
1st Bank of Republic Plaza NA 1988 - 1990
Skills
Real Estate, Commercial Real Estate, Appraisals, Loans, Real Estate Transactions, Valuation, Due Diligence, Real Estate Economics
Education
University of Colorado Denver 1988 — 1990
MA, Economics
Calvin College 1983 — 1987
BA, Economics
Duff & Phelps March 2007 - Present
Hunsperger & Weston, Ltd. 2006 - 2007
City and County of Denver 1991 - 2006
1st Bank of Republic Plaza NA 1988 - 1990
Skills
Real Estate, Commercial Real Estate, Appraisals, Loans, Real Estate Transactions, Valuation, Due Diligence, Real Estate Economics
Education
University of Colorado Denver 1988 — 1990
MA, Economics
Calvin College 1983 — 1987
BA, Economics
John Schrader's Duff & Phelps Experience Managing DirectorMorgan StanleySeptember 2007 - March 2008
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Adam Fleming's Duff & Phelps Experience February 2008 - November 2010
Job VP Finance at 1010data
Industry Computer Software
Experience
1010data January 2015 - Present
Ghostery, Inc. April 2014 - January 2015
1010data January 2013 - April 2014
1010data November 2010 - January 2013
Duff & Phelps February 2008 - November 2010
PricewaterhouseCoopers Advisory Services 2006 - 2008
IBM 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Analytics, Corporate Finance, Valuation, Business Valuation, Corporate FP&A, Budget Process, Financial Forecasting, Finance, Accounting, GAAP, Strategy, Management, Mergers & Acquisitions, Cost Accounting, Due Diligence, Financial Reporting, Financial Services, Analysis, Start-ups, Forecasting, Leadership, Strategic Planning
Education
Brigham Young University 2001 — 2006
Masters, Accounting
1010data January 2015 - Present
Ghostery, Inc. April 2014 - January 2015
1010data January 2013 - April 2014
1010data November 2010 - January 2013
Duff & Phelps February 2008 - November 2010
PricewaterhouseCoopers Advisory Services 2006 - 2008
IBM 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Analytics, Corporate Finance, Valuation, Business Valuation, Corporate FP&A, Budget Process, Financial Forecasting, Finance, Accounting, GAAP, Strategy, Management, Mergers & Acquisitions, Cost Accounting, Due Diligence, Financial Reporting, Financial Services, Analysis, Start-ups, Forecasting, Leadership, Strategic Planning
Education
Brigham Young University 2001 — 2006
Masters, Accounting
Gerard Pilgrim's Duff & Phelps Experience June 2008 - June 2012
Job President at Apogee Capital LLC
Industry Investment Banking
Experience
Apogee Capital LLC July 2012 - Present
Duff & Phelps June 2008 - June 2012
Houlihan Lokey April 2000 - June 2008
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Miami 1987 — 1990
BBA, Accounting
Apogee Capital LLC July 2012 - Present
Duff & Phelps June 2008 - June 2012
Houlihan Lokey April 2000 - June 2008
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Miami 1987 — 1990
BBA, Accounting
dan macmullan's Duff & Phelps Experience
Job managing director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps
Skills
Fairness Opinions, Valuation, Fairness, Corporate Finance, High Yield, Start-ups, Mergers & Acquisitions, Private Placements, Venture Capital, Business Valuation, Strategy, Financial Modeling, DCF, Equity Valuation, Private Equity, Hedge Funds, SEC filings, Leveraged Finance, Capital Markets, LBO, Equities, Divestitures, Due Diligence
Education
Bucknell University
B.A.
Rutgers Law School
J.D.
Duff & Phelps
Skills
Fairness Opinions, Valuation, Fairness, Corporate Finance, High Yield, Start-ups, Mergers & Acquisitions, Private Placements, Venture Capital, Business Valuation, Strategy, Financial Modeling, DCF, Equity Valuation, Private Equity, Hedge Funds, SEC filings, Leveraged Finance, Capital Markets, LBO, Equities, Divestitures, Due Diligence
Education
Bucknell University
B.A.
Rutgers Law School
J.D.
Matthew Rappaport's Duff & Phelps Experience April 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2015 - Present
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - August 2014
Colby College September 2008 - May 2012
MetLife June 2011 - September 2011
Education
Colby College 2008 — 2012
B.A. (Distinction), Economics, Adminstrative Science
Duff & Phelps April 2015 - Present
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - August 2014
Colby College September 2008 - May 2012
MetLife June 2011 - September 2011
Education
Colby College 2008 — 2012
B.A. (Distinction), Economics, Adminstrative Science
Alex Dymersky's Duff & Phelps Experience June 2007 - August 2007
Job Business Analyst at EdgeConneX
Industry Telecommunications
Experience
EdgeConneX 2013 - Present
NICET September 2011 - August 2013
Naval Facilities Engineering Command (NAVFAC) June 2009 - August 2009
Duff & Phelps June 2007 - August 2007
Skills
Microsoft Excel, Economics, Management, Statistics, Finance, Marketing, Project Planning, Financial Modeling, Financial Analysis, Bloomberg, Equities, Data Analysis, Microsoft Office, PowerPoint, Analytics, Macroeconomics, Project Management, Research
Education
Cornell University 2007 — 2011
Natural Resources, Environmental Science, Business
Cornell University - Class of 2011 [College of Agriculture and Life Sciences 2007 — 2011
B.S, Environmental Science; Natural Resources and Sustainable Business practices
The Landon School 2003 — 2007
EdgeConneX 2013 - Present
NICET September 2011 - August 2013
Naval Facilities Engineering Command (NAVFAC) June 2009 - August 2009
Duff & Phelps June 2007 - August 2007
Skills
Microsoft Excel, Economics, Management, Statistics, Finance, Marketing, Project Planning, Financial Modeling, Financial Analysis, Bloomberg, Equities, Data Analysis, Microsoft Office, PowerPoint, Analytics, Macroeconomics, Project Management, Research
Education
Cornell University 2007 — 2011
Natural Resources, Environmental Science, Business
Cornell University - Class of 2011 [College of Agriculture and Life Sciences 2007 — 2011
B.S, Environmental Science; Natural Resources and Sustainable Business practices
The Landon School 2003 — 2007
Conor Brophy's Duff & Phelps Experience July 2014 - Present
Job Analyst at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps July 2014 - Present
Brookwood Financial Partners May 2013 - June 2014
Enterprise Bank (Enterprise Bancorp) June 2012 - August 2012
Education
Colby College 2009 — 2013
St John's Preparatory School 2006 — 2009
Duff & Phelps July 2014 - Present
Brookwood Financial Partners May 2013 - June 2014
Enterprise Bank (Enterprise Bancorp) June 2012 - August 2012
Education
Colby College 2009 — 2013
St John's Preparatory School 2006 — 2009
Diana Del Re's Duff & Phelps Experience July 2011 - July 2014
Job Elementary Education Teacher at NYC Department of Education
Industry Primary/Secondary Education
Experience
NYC Department of Education August 2014 - Present
Duff & Phelps July 2011 - July 2014
NYC Department of Education May 2010 - June 2011
Ernst & Young May 2008 - December 2009
Milbank, Tweed, Hadley & McCloy LLP November 2001 - April 2008
Education
Saint John's University 2009 — 2011
Master of Science (MS), Education
City University of New York-College of Staten Island 2006 — 2009
BA, English Literature
NYC Department of Education August 2014 - Present
Duff & Phelps July 2011 - July 2014
NYC Department of Education May 2010 - June 2011
Ernst & Young May 2008 - December 2009
Milbank, Tweed, Hadley & McCloy LLP November 2001 - April 2008
Education
Saint John's University 2009 — 2011
Master of Science (MS), Education
City University of New York-College of Staten Island 2006 — 2009
BA, English Literature
Pegi Fogertey's Duff & Phelps Experience April 2009 - October 2011
Job Director, Chief of Staff at AXA US
Industry Financial Services
Experience
AXA US December 2014 - Present
AXA US May 2014 - November 2014
J.Crew October 2011 - April 2014
Duff & Phelps April 2009 - October 2011
Duff & PhelpsMergers August 2007 - April 2009
Duff & Phelps June 2006 - August 2006
Skills
Strategy, Strategic Financial..., Portfolio Management, Due Diligence, Mergers & Acquisitions, Valuation
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance & Accounting, minor in Economics
Visitation Academy
AXA US December 2014 - Present
AXA US May 2014 - November 2014
J.Crew October 2011 - April 2014
Duff & Phelps April 2009 - October 2011
Duff & PhelpsMergers August 2007 - April 2009
Duff & Phelps June 2006 - August 2006
Skills
Strategy, Strategic Financial..., Portfolio Management, Due Diligence, Mergers & Acquisitions, Valuation
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance & Accounting, minor in Economics
Visitation Academy
Jon Lundwall's Duff & Phelps Experience January 2011 - April 2011
Job Student at Brigham Young University Idaho
Industry Graphic Design
Experience
Vivint July 2014 - October 2014
Emergency Essentials June 2014 - June 2014
BYU-Idaho June 2012 - August 2012
Cinemark September 2009 - January 2012
Duff & Phelps January 2011 - April 2011
Skills
Microsoft Office, Customer Service, Mac, PowerPoint, Microsoft Word, Adobe Creative Suite, Microsoft Excel, Illustrator, InDesign, Photography, Time Management, Photoshop
Education
Brigham Young University - Idaho 2012 — 2014
Graphic Design
Vivint July 2014 - October 2014
Emergency Essentials June 2014 - June 2014
BYU-Idaho June 2012 - August 2012
Cinemark September 2009 - January 2012
Duff & Phelps January 2011 - April 2011
Skills
Microsoft Office, Customer Service, Mac, PowerPoint, Microsoft Word, Adobe Creative Suite, Microsoft Excel, Illustrator, InDesign, Photography, Time Management, Photoshop
Education
Brigham Young University - Idaho 2012 — 2014
Graphic Design
RBC Capital Markets
Needham & Company
AgFirst Farm Credit Bank
Farm Credit Bank of Texas
GreatAmerica Financial Services
GreatAmerica Leasing
Duff & Phelps, LLC
Royal Bank of Canada Capital Markets