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
Rachel Nichols Rachel Nichols's Duff & Phelps Experience February 2007 - April 2010
Job Business Professional With A Knack For Wearing Multiple Hats
Industry Accounting
Experience
Uber August 2015 - Present
'confidential' July 2015 - Present
Geeks Who Drink LLC August 2012 - Present
MedShare Technologies March 2015 - April 2015
Shoot2Sell Architectural Photography March 2012 - March 2015
TXIS June 2011 - January 2012
Duff & Phelps February 2007 - April 2010
Rash & Associates, LP (Now DBA Duff & Phelps) June 2003 - February 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Social Media, Public Speaking, Blogging, Team Management, Payroll Processing, Accounts Payable &..., QuickBooks, Invoice Processing, Customer Retention, Public Engagement, High End Client..., Data Entry, Google Products, PowerPoint, Outlook, Appointment Scheduling, Monthly Accounts, Office Management, Staffing Coordination, High Volume Staffing, High Volume Invoicing, Account Management, Executive..., Long-term Customer..., Administrative..., Office Administration, Accounts Payable, Accounts Receivable, Logistics, Microsoft Office, Marketing
Education
Texas A&M University 2001 — 2004
Conservation Biology with an emphasis in Animal Ecology, 3.0 GPA
Dallas County Community College 1999 — 2001
Biology, General, 3.75 GPA
Uber August 2015 - Present
'confidential' July 2015 - Present
Geeks Who Drink LLC August 2012 - Present
MedShare Technologies March 2015 - April 2015
Shoot2Sell Architectural Photography March 2012 - March 2015
TXIS June 2011 - January 2012
Duff & Phelps February 2007 - April 2010
Rash & Associates, LP (Now DBA Duff & Phelps) June 2003 - February 2007
Skills
Microsoft Excel, Customer Service, Microsoft Word, Social Media, Public Speaking, Blogging, Team Management, Payroll Processing, Accounts Payable &..., QuickBooks, Invoice Processing, Customer Retention, Public Engagement, High End Client..., Data Entry, Google Products, PowerPoint, Outlook, Appointment Scheduling, Monthly Accounts, Office Management, Staffing Coordination, High Volume Staffing, High Volume Invoicing, Account Management, Executive..., Long-term Customer..., Administrative..., Office Administration, Accounts Payable, Accounts Receivable, Logistics, Microsoft Office, Marketing
Education
Texas A&M University 2001 — 2004
Conservation Biology with an emphasis in Animal Ecology, 3.0 GPA
Dallas County Community College 1999 — 2001
Biology, General, 3.75 GPA
Jairo Gaviria Jr.'s Duff & Phelps Experience October 2012 - Present
Job Senior Associate at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps October 2012 - Present
GDSI April 2010 - October 2012
University of Miami, Miller School of Medicine 2008 - 2010
Miami Heat February 2000 - March 2008
Turnberry Associates August 2005 - February 2008
South Florida Workforce July 2003 - June 2004
Skills
Active Directory, Customer Service, Networking, Visio, SharePoint, Strategy, Project Management, Management Consulting, Disaster Recovery, Corporate Law, Microsoft Office, Access, SQL, Risk Management, Records Management, Litigation Support, PowerPoint, Troubleshooting, Integration, Software Documentation, Citrix, Management, Microsoft Exchange, Windows 7, Windows Server, OS X, Training, Data Analysis, Compliance, Databases, Windows, Microsoft SQL Server, Microsoft Excel, Document Management, Microsoft Word, Spanish, Outlook, Virtualization, Process Improvement
Education
Florida International University - College of Business Administration 1998 — 2002
Management Information Systems, Computers
Duff & Phelps October 2012 - Present
GDSI April 2010 - October 2012
University of Miami, Miller School of Medicine 2008 - 2010
Miami Heat February 2000 - March 2008
Turnberry Associates August 2005 - February 2008
South Florida Workforce July 2003 - June 2004
Skills
Active Directory, Customer Service, Networking, Visio, SharePoint, Strategy, Project Management, Management Consulting, Disaster Recovery, Corporate Law, Microsoft Office, Access, SQL, Risk Management, Records Management, Litigation Support, PowerPoint, Troubleshooting, Integration, Software Documentation, Citrix, Management, Microsoft Exchange, Windows 7, Windows Server, OS X, Training, Data Analysis, Compliance, Databases, Windows, Microsoft SQL Server, Microsoft Excel, Document Management, Microsoft Word, Spanish, Outlook, Virtualization, Process Improvement
Education
Florida International University - College of Business Administration 1998 — 2002
Management Information Systems, Computers
Ibrahim Bagasrawala Ibrahim Bagasrawala's Duff & Phelps Experience February 2013 - March 2013
Job FAAS Consultant
Industry Financial Services
Experience
EY August 2014 - Present
TAIMS Inc. November 2011 - Present
Driehaus Capital Management September 2012 - June 2013
Duff & Phelps February 2013 - March 2013
Ernst & Young January 2013 - March 2013
Novelties and Stuff June 2010 - December 2012
PwC October 2011 - June 2012
Deloitte October 2011 - December 2011
Center for Economic Progress December 2010 - May 2011
Skills
Microsoft Office..., Fluent in oral Hindi..., Volunteer Income Tax..., Accounting, Analysis, Finance, Auditing, Management, Investments, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Teamwork, Financial Modeling, Financial Analysis, Microsoft Word, Access
Education
DePaul University 2010 — 2014
Bachelor's degree, Accounting and Finance
EY August 2014 - Present
TAIMS Inc. November 2011 - Present
Driehaus Capital Management September 2012 - June 2013
Duff & Phelps February 2013 - March 2013
Ernst & Young January 2013 - March 2013
Novelties and Stuff June 2010 - December 2012
PwC October 2011 - June 2012
Deloitte October 2011 - December 2011
Center for Economic Progress December 2010 - May 2011
Skills
Microsoft Office..., Fluent in oral Hindi..., Volunteer Income Tax..., Accounting, Analysis, Finance, Auditing, Management, Investments, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Teamwork, Financial Modeling, Financial Analysis, Microsoft Word, Access
Education
DePaul University 2010 — 2014
Bachelor's degree, Accounting and Finance
Cherin Mooradian, MAI, ASA's Duff & Phelps Experience 2007 - 2010
Job Principal at Strategic Valuation Advisors
Industry Commercial Real Estate
Experience
Strategic Valuation Advisors November 2014 - Present
The Appraisal Foundation May 2013 - Present
Marshall & Stevens, Inc. February 2013 - October 2014
KPMG, LLC 2011 - 2013
Duff & Phelps 2007 - 2010
Marshall & Stevens, Inc. 1997 - 2006
Skills
Private Equity, Asset Management, Corporate Finance, Investments, Finance, Project Finance, Portfolio Management, Restructuring, Acquisitions, Capital Markets, Venture Capital, Arbitration, Corporate Advisory, Valuation Modeling, DCF, Financial Structuring, M&A experience, Collaborative Leadership, Market Research, Due Diligence, Valuation, Financial Analysis, Real Estate, Financial Modeling, Real Estate Economics, Appraisals, Investment Properties, Real Estate Development, Management
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS)
Strategic Valuation Advisors November 2014 - Present
The Appraisal Foundation May 2013 - Present
Marshall & Stevens, Inc. February 2013 - October 2014
KPMG, LLC 2011 - 2013
Duff & Phelps 2007 - 2010
Marshall & Stevens, Inc. 1997 - 2006
Skills
Private Equity, Asset Management, Corporate Finance, Investments, Finance, Project Finance, Portfolio Management, Restructuring, Acquisitions, Capital Markets, Venture Capital, Arbitration, Corporate Advisory, Valuation Modeling, DCF, Financial Structuring, M&A experience, Collaborative Leadership, Market Research, Due Diligence, Valuation, Financial Analysis, Real Estate, Financial Modeling, Real Estate Economics, Appraisals, Investment Properties, Real Estate Development, Management
Education
Drexel University - College of Business and Administration
Bachelor of Science (BS)
Bennett Bernard, CPA Bennett Bernard, CPA's Duff & Phelps Experience August 2015 - Present
Job Analyst, Transaction Advisory at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2015 - Present
PwC July 2015 - Present
PwC August 2014 - June 2015
PwC June 2013 - August 2013
Chapman University January 2012 - June 2012
Skills
Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Tax Returns, Pensions, Tax Accounting, Income Tax, Risk Management, Risk Analysis, Construction Accounting, Financial Statement..., Partnership Taxation, Corporate Law, Bonds, Limited Partnerships, Partnership Accounting, International Accounting, Business Statistics, Business Consolidations, Corporate Finance, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Chapman University 2011 — 2014
Bachelor's degree, Accounting and Business Administration
Cypress College 2010 — 2011
Business Administration/Management, 4.0
Duff & Phelps August 2015 - Present
PwC July 2015 - Present
PwC August 2014 - June 2015
PwC June 2013 - August 2013
Chapman University January 2012 - June 2012
Skills
Auditing, Accounting, Corporate Tax, Financial Accounting, Financial Reporting, Tax Returns, Pensions, Tax Accounting, Income Tax, Risk Management, Risk Analysis, Construction Accounting, Financial Statement..., Partnership Taxation, Corporate Law, Bonds, Limited Partnerships, Partnership Accounting, International Accounting, Business Statistics, Business Consolidations, Corporate Finance, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word
Education
Chapman University 2011 — 2014
Bachelor's degree, Accounting and Business Administration
Cypress College 2010 — 2011
Business Administration/Management, 4.0
Arturo Covarrubias Arturo Covarrubias's Duff & Phelps Experience June 2014 - Present
Job Analyst at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps June 2014 - Present
Brit Asset Management October 2013 - June 2014
ARCO Trucking June 2011 - August 2013
Federal Reserve Challenge Club of Cornell August 2012 - May 2013
Skills
Financial Analysis, Microsoft Excel, Economics, Teamwork, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Research, English, Customer Service, Social Media, Public Speaking, Argus
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Duff & Phelps June 2014 - Present
Brit Asset Management October 2013 - June 2014
ARCO Trucking June 2011 - August 2013
Federal Reserve Challenge Club of Cornell August 2012 - May 2013
Skills
Financial Analysis, Microsoft Excel, Economics, Teamwork, Spanish, Microsoft Office, PowerPoint, Microsoft Word, Research, English, Customer Service, Social Media, Public Speaking, Argus
Education
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Omar Mahmoud Omar Mahmoud's Duff & Phelps Experience January 2010 - July 2011
Job
Industry Financial Services
Experience
EY September 2014 - Present
EY November 2013 - September 2014
Rawaj Capital April 2012 - October 2013
Ernst & Young June 2011 - March 2012
Duff & Phelps January 2010 - July 2011
Duff & Phelps July 2007 - December 2009
Global Investment House 2002 - 2005
Skills
Corporate Finance, Hedge Funds, Valuation, DCF, Equities, Business Valuation, Asset Management, Portfolio Management, Due Diligence, Financial Services, Private Equity, Securities, Restructuring
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance
The American University in Cairo 1998 — 2002
Bachelor of Arts, Economics
EY September 2014 - Present
EY November 2013 - September 2014
Rawaj Capital April 2012 - October 2013
Ernst & Young June 2011 - March 2012
Duff & Phelps January 2010 - July 2011
Duff & Phelps July 2007 - December 2009
Global Investment House 2002 - 2005
Skills
Corporate Finance, Hedge Funds, Valuation, DCF, Equities, Business Valuation, Asset Management, Portfolio Management, Due Diligence, Financial Services, Private Equity, Securities, Restructuring
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance
The American University in Cairo 1998 — 2002
Bachelor of Arts, Economics
Ivan Lustig's Duff & Phelps Experience January 2011 - March 2012
Job Managing Director, MTN CAPITAL PARTNERS, Managing Partner, Dover Madison Capital Management
Industry Investment Management
Experience
Dover Madison Capital Management October 2012 - Present
MTN CAPITAL PARTNERS LLC January 2013 - Present
Museum of the Moving Image March 2000 - Present
Cornell University October 2012 - Present
Cornell University January 2008 - Present
Duff & Phelps January 2011 - March 2012
RBS Global Banking & Markets October 2007 - May 2010
ABN AMRO April 2001 - October 2007
ING Barings 1999 - 2001
Wertheim Schroder January 1989 - December 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Capital Markets, Mergers, Financial Structuring, Due Diligence, Venture Capital, Valuation, Equities, Restructuring, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 1981 — 1982
MBA, Finance
Cornell University 1980 — 1981
M. Engineering, Operations Research
Cornell University 1976 — 1980
BS, Operations Research & Industrial Engineering
Dover Madison Capital Management October 2012 - Present
MTN CAPITAL PARTNERS LLC January 2013 - Present
Museum of the Moving Image March 2000 - Present
Cornell University October 2012 - Present
Cornell University January 2008 - Present
Duff & Phelps January 2011 - March 2012
RBS Global Banking & Markets October 2007 - May 2010
ABN AMRO April 2001 - October 2007
ING Barings 1999 - 2001
Wertheim Schroder January 1989 - December 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Capital Markets, Mergers, Financial Structuring, Due Diligence, Venture Capital, Valuation, Equities, Restructuring, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 1981 — 1982
MBA, Finance
Cornell University 1980 — 1981
M. Engineering, Operations Research
Cornell University 1976 — 1980
BS, Operations Research & Industrial Engineering
Greg DiMattina Greg DiMattina's Duff & Phelps Experience March 2013 - May 2014
Job Operations @ Uber
Industry Internet
Experience
Uber Technologies, Inc. May 2014 - Present
Duff & Phelps March 2013 - May 2014
Duff & Phelps July 2011 - February 2013
Zurich Financial Services May 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration, Finance, Italian Studies
Flint Hill School 2003 — 2007
Uber Technologies, Inc. May 2014 - Present
Duff & Phelps March 2013 - May 2014
Duff & Phelps July 2011 - February 2013
Zurich Financial Services May 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration, Finance, Italian Studies
Flint Hill School 2003 — 2007
Shaun Vasavada Shaun Vasavada's Duff & Phelps Experience September 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, New Business Development, Sales, Public Speaking, CRM, Leadership, Microsoft Word, Cold Calling, Social Media, Facebook, Data Analysis, Market Research, Team Leadership
Education
University of Maryland College Park 2008 — 2012
Cornell University
Certificate in Financial Management
Duff & Phelps September 2014 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, New Business Development, Sales, Public Speaking, CRM, Leadership, Microsoft Word, Cold Calling, Social Media, Facebook, Data Analysis, Market Research, Team Leadership
Education
University of Maryland College Park 2008 — 2012
Cornell University
Certificate in Financial Management
Nadeya Hassan Nadeya Hassan's Duff & Phelps Experience March 2013 - April 2013
Job Business Analyst at Target
Industry Financial Services
Experience
Target October 2014 - Present
Perritt Capital Management March 2014 - July 2014
UBS October 2012 - September 2013
Duff & Phelps March 2013 - April 2013
Skills
Leadership, Microsoft Excel, Finance, Managing Database, Sales, Client Prospecting, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Competitive Analysis, Capital IQ, Financial Analysis, Market Research, Data Analysis, Microsoft Office
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Target October 2014 - Present
Perritt Capital Management March 2014 - July 2014
UBS October 2012 - September 2013
Duff & Phelps March 2013 - April 2013
Skills
Leadership, Microsoft Excel, Finance, Managing Database, Sales, Client Prospecting, Mergers & Acquisitions, Financial Modeling, Valuation, Equities, Competitive Analysis, Capital IQ, Financial Analysis, Market Research, Data Analysis, Microsoft Office
Education
DePaul University 2011 — 2014
Bachelor of Science (B.S.), Finance, General, Senior
Jeff Kaczinski Jeff Kaczinski's Duff & Phelps Experience 2010 - 2011
Job
Industry
Experience
Blackman Kallick 1999 - 2012
Duff & Phelps 2010 - 2011
Robert Half Legal 2008 - 2009
Skills
Litigation Support, Document Review, Westlaw, Litigation, Bankruptcy, Commercial Litigation, Corporate Law, Courts, Intellectual Property, Legal Assistance, Legal Research, Legal Writing
Education
DePaul University College of Law 1996 — 1999
JD, Law
University of Iowa 1980 — 1984
BS, Clinical Laboratory Science
University of Iowa 1980 — 1984
BS, Medical Technology
Blackman Kallick 1999 - 2012
Duff & Phelps 2010 - 2011
Robert Half Legal 2008 - 2009
Skills
Litigation Support, Document Review, Westlaw, Litigation, Bankruptcy, Commercial Litigation, Corporate Law, Courts, Intellectual Property, Legal Assistance, Legal Research, Legal Writing
Education
DePaul University College of Law 1996 — 1999
JD, Law
University of Iowa 1980 — 1984
BS, Clinical Laboratory Science
University of Iowa 1980 — 1984
BS, Medical Technology
Monika Witek's Duff & Phelps Experience 2005 - 2006
Job Independent Consultant at NERA Economic Consulting Litigation & Disputes
Industry Financial Services
Experience
NERA Economic Consulting February 2015 - Present
AWC Advisors December 2006 - Present
NERA Economic Consulting February 2015 - Present
Clarity Advisory Group, LLC 2011 - 2012
Duff & Phelps 2005 - 2006
AlixPartners 2004 - 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Restructuring, Bankruptcy, Litigation, Litigation Support, Forensic Accounting, Intellectual Property, Consulting, Expert Witness, Dispute Resolution, Finance, Personal Injury, Dispute, Mergers & Acquisitions, Licensing, Due Diligence, Financial Services, Private Equity, Business Valuation, Investment Banking, Real Estate, Venture Capital, Corporate Governance, Corporate Law, Corporate Development, Corporate Finance, Joint Ventures, Securities, Acquisitions, M&A experience, Hedge Funds, Capital Markets, Investments, Alternative Investments, Strategic Financial..., Acquisition Integration, Start-ups, Strategy, Asset Management, Fraud, Forensic Analysis, Executive Management
Education
DePaul University
BS, Finance, I/O Psychology
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Financial Analysis
NERA Economic Consulting February 2015 - Present
AWC Advisors December 2006 - Present
NERA Economic Consulting February 2015 - Present
Clarity Advisory Group, LLC 2011 - 2012
Duff & Phelps 2005 - 2006
AlixPartners 2004 - 2005
Skills
Valuation, Financial Modeling, Financial Analysis, Restructuring, Bankruptcy, Litigation, Litigation Support, Forensic Accounting, Intellectual Property, Consulting, Expert Witness, Dispute Resolution, Finance, Personal Injury, Dispute, Mergers & Acquisitions, Licensing, Due Diligence, Financial Services, Private Equity, Business Valuation, Investment Banking, Real Estate, Venture Capital, Corporate Governance, Corporate Law, Corporate Development, Corporate Finance, Joint Ventures, Securities, Acquisitions, M&A experience, Hedge Funds, Capital Markets, Investments, Alternative Investments, Strategic Financial..., Acquisition Integration, Start-ups, Strategy, Asset Management, Fraud, Forensic Analysis, Executive Management
Education
DePaul University
BS, Finance, I/O Psychology
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Financial Analysis
Meredith Farahmand Meredith Farahmand's Duff & Phelps Experience June 2013 - August 2013
Job Real Estate Investment Analyst at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Goizueta Business School January 2012 - Present
Duff & Phelps June 2013 - August 2013
Skills
Finance, Marketing, Journalism, Data Analysis, Social Media Marketing, Market Research, Marketing Strategy, Social Media, Financial Analysis, Social Networking, Microsoft Excel, Facebook
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), - Finance, Real Estate, Marketing, and Journalism
London School of Economics and Political Science 2012 — 2012
Summer School, Global Communications
Prudential Financial July 2014 - Present
Goizueta Business School January 2012 - Present
Duff & Phelps June 2013 - August 2013
Skills
Finance, Marketing, Journalism, Data Analysis, Social Media Marketing, Market Research, Marketing Strategy, Social Media, Financial Analysis, Social Networking, Microsoft Excel, Facebook
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), - Finance, Real Estate, Marketing, and Journalism
London School of Economics and Political Science 2012 — 2012
Summer School, Global Communications
Charles E. Faron Charles E. Faron's Duff & Phelps Experience January 2008 - January 2011
Job Managing Director | Ewing Hill Advisors, Inc.
Industry Executive Office
Experience
Osage Advisors, LLC January 2015 - Present
Ewing Hill Advisors, Inc. April 2008 - Present
Boston Hot Shots Sr. Executive Forum January 2008 - Present
Duff & Phelps January 2008 - January 2011
ServiceConnection (subsidiary PCConnection) January 2005 - January 2007
Navitas Technologies (CDN Venture Fund Portfolio Co.) January 2002 - January 2005
Sungard (Fmr. SCT) January 1994 - January 1999
Skills
Strategy, Entrepreneurship, New Business Development, Business Development, Leadership, Mergers & Acquisitions, Consulting, Management, Executive Management, Strategic Planning, Business Process..., Business Networking, Marketing, Finance, Due Diligence, Outsourcing, IT Service Management, Professional Services, Portfolio Management, Strategic Partnerships, Team Leadership, Technology Management, Selling, Sales, Relationship Management, Networking, Customer Relations, Private Equity Firms
Education
Duke University - The Fuqua School of Business 1996 — 1996
Executive Education - Management
Northeastern University 1992 — 1996
Osage Advisors, LLC January 2015 - Present
Ewing Hill Advisors, Inc. April 2008 - Present
Boston Hot Shots Sr. Executive Forum January 2008 - Present
Duff & Phelps January 2008 - January 2011
ServiceConnection (subsidiary PCConnection) January 2005 - January 2007
Navitas Technologies (CDN Venture Fund Portfolio Co.) January 2002 - January 2005
Sungard (Fmr. SCT) January 1994 - January 1999
Skills
Strategy, Entrepreneurship, New Business Development, Business Development, Leadership, Mergers & Acquisitions, Consulting, Management, Executive Management, Strategic Planning, Business Process..., Business Networking, Marketing, Finance, Due Diligence, Outsourcing, IT Service Management, Professional Services, Portfolio Management, Strategic Partnerships, Team Leadership, Technology Management, Selling, Sales, Relationship Management, Networking, Customer Relations, Private Equity Firms
Education
Duke University - The Fuqua School of Business 1996 — 1996
Executive Education - Management
Northeastern University 1992 — 1996
Derek Creadore's Duff & Phelps Experience July 2014 - Present
Job Transaction Advisory Services Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Intel Corporation July 2012 - July 2014
GE Asset Management June 2010 - August 2010
Goldman Sachs June 2009 - June 2009
Credit Suisse June 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, @Risk, Leadership, MicroStrategy Reporting, Business Process..., Research, Management
Education
Cornell University 2008 — 2012
B.S, Applied Economics and Management (Finance; Accounting; Real Estate Minor)
Duff & Phelps July 2014 - Present
Intel Corporation July 2012 - July 2014
GE Asset Management June 2010 - August 2010
Goldman Sachs June 2009 - June 2009
Credit Suisse June 2009 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Visual Basic, @Risk, Leadership, MicroStrategy Reporting, Business Process..., Research, Management
Education
Cornell University 2008 — 2012
B.S, Applied Economics and Management (Finance; Accounting; Real Estate Minor)
Tiina Esposito Tiina Esposito's Duff & Phelps Experience April 2007 - May 2009
Job Executive Assistant at BCG & Company
Industry Financial Services
Experience
BCG & Company December 2012 - Present
BlackRock July 2010 - December 2012
Duff & Phelps April 2007 - May 2009
Genesis HealthCare May 2006 - March 2007
Skills
PeopleSoft, Human Resources, Payroll, Outlook
Education
Fashion Institute of Technology 1998 — 2003
Bachelor of Science (B.S.)
BCG & Company December 2012 - Present
BlackRock July 2010 - December 2012
Duff & Phelps April 2007 - May 2009
Genesis HealthCare May 2006 - March 2007
Skills
PeopleSoft, Human Resources, Payroll, Outlook
Education
Fashion Institute of Technology 1998 — 2003
Bachelor of Science (B.S.)
Alessandra Natalino Malik Alessandra Natalino Malik's Duff & Phelps Experience March 2014 - December 2014
Job Vice President, Enterprise Valuation Group
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Duff & Phelps March 2014 - December 2014
Duff & Phelps November 2012 - February 2014
Houlihan Capital July 2008 - November 2012
Houlihan Capital October 2007 - June 2008
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Equity Valuation, Business Valuation, Capital IQ, Corporate Finance, Private Equity, Mergers & Acquisitions, Bloomberg, Enterprise Valuation, Microsoft Excel, Intangible Assets, Excel, PowerPoint, Valuation Modeling, Free Cash Flow, DCF Valuation, Comparable Analysis, WACC, Impairment Testing, Fairness Opinions, Purchase Price..., Precedent Transactions, Word, Financial Metrics, FactSet
Education
Dominican University 2004 — 2008
B.S., Accounting and Finance
Bank of America Merrill Lynch January 2015 - Present
Duff & Phelps March 2014 - December 2014
Duff & Phelps November 2012 - February 2014
Houlihan Capital July 2008 - November 2012
Houlihan Capital October 2007 - June 2008
Skills
DCF, Financial Modeling, Valuation, Financial Analysis, Equity Valuation, Business Valuation, Capital IQ, Corporate Finance, Private Equity, Mergers & Acquisitions, Bloomberg, Enterprise Valuation, Microsoft Excel, Intangible Assets, Excel, PowerPoint, Valuation Modeling, Free Cash Flow, DCF Valuation, Comparable Analysis, WACC, Impairment Testing, Fairness Opinions, Purchase Price..., Precedent Transactions, Word, Financial Metrics, FactSet
Education
Dominican University 2004 — 2008
B.S., Accounting and Finance
Brian Ramenda Brian Ramenda's Duff & Phelps Experience June 2008 - August 2008
Job Manager Financial Planning & Analysis at Carter's | OshKosh B'gosh
Industry Financial Services
Experience
Carter's OshKosh B'gosh March 2013 - Present
RedPrairie August 2012 - April 2013
PricewaterhouseCoopers November 2009 - August 2012
Delta Air Lines June 2009 - November 2009
Duff & Phelps June 2008 - August 2008
Guy Carpenter June 2003 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Financial Reporting, Corporate Finance, Due Diligence, Strategy, Private Equity, Finance, Analytics, Management Consulting, Investment Banking, Pricing, Forecasting, Hyperion Planning, Hyperion HFM
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
B.S. Economics, Finance & Insurance/Risk Management
Carter's OshKosh B'gosh March 2013 - Present
RedPrairie August 2012 - April 2013
PricewaterhouseCoopers November 2009 - August 2012
Delta Air Lines June 2009 - November 2009
Duff & Phelps June 2008 - August 2008
Guy Carpenter June 2003 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Mergers, Financial Reporting, Corporate Finance, Due Diligence, Strategy, Private Equity, Finance, Analytics, Management Consulting, Investment Banking, Pricing, Forecasting, Hyperion Planning, Hyperion HFM
Education
Emory University - Goizueta Business School 2007 — 2009
MBA, Finance
University of Pennsylvania - The Wharton School 1999 — 2003
B.S. Economics, Finance & Insurance/Risk Management
Alexis Summit Alexis Summit's Duff & Phelps Experience July 2014 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Watson-Ford Executive Search January 2014 - June 2014
Smart Woman Securities September 2011 - February 2014
Student Managed Investment Fund May 2013 - January 2014
J.P. Morgan June 2013 - August 2013
Klingenstein, Fields September 2012 - May 2013
Entrepreneurship society September 2010 - September 2012
LiveIntent, Inc. March 2012 - July 2012
Fetchmob August 2011 - February 2012
MS 254 September 2010 - December 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Outlook, Customer Service, Access, Administration, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Management, Finance, Financial Modeling, Financial Analysis, Market Research
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
St. Paul's 2006 — 2010
Highschool, Distinctions in Arts
Duff & Phelps July 2014 - Present
Watson-Ford Executive Search January 2014 - June 2014
Smart Woman Securities September 2011 - February 2014
Student Managed Investment Fund May 2013 - January 2014
J.P. Morgan June 2013 - August 2013
Klingenstein, Fields September 2012 - May 2013
Entrepreneurship society September 2010 - September 2012
LiveIntent, Inc. March 2012 - July 2012
Fetchmob August 2011 - February 2012
MS 254 September 2010 - December 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Outlook, Customer Service, Access, Administration, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Management, Finance, Financial Modeling, Financial Analysis, Market Research
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
St. Paul's 2006 — 2010
Highschool, Distinctions in Arts
Christopher Desmond Christopher Desmond's Duff & Phelps Experience October 2012 - Present
Job Managing Director of Transfer Pricing at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps October 2012 - Present
MemoryWeb August 2012 - Present
Ceteris, Inc. - A Transfer Pricing & Valuation Firm March 2004 - November 2012
PricewaterhouseCoopers 2002 - 2004
Ernst & Young 1996 - 2001
Skills
Transfer Pricing, Valuation, Intellectual Property, International Tax, Economics, Licensing, Financial Analysis, Business Valuation, Finance, Tax, Public Speaking, Restructuring, Management, Due Diligence, Leadership, Financial Modeling, Strategy, Corporate Finance, Business Strategy, Customer Service, Contract Negotiation, Sales
Education
Eastern Illinois University 1990 — 1996
MBA / BS, Business, Theater, and Law
Duff & Phelps October 2012 - Present
MemoryWeb August 2012 - Present
Ceteris, Inc. - A Transfer Pricing & Valuation Firm March 2004 - November 2012
PricewaterhouseCoopers 2002 - 2004
Ernst & Young 1996 - 2001
Skills
Transfer Pricing, Valuation, Intellectual Property, International Tax, Economics, Licensing, Financial Analysis, Business Valuation, Finance, Tax, Public Speaking, Restructuring, Management, Due Diligence, Leadership, Financial Modeling, Strategy, Corporate Finance, Business Strategy, Customer Service, Contract Negotiation, Sales
Education
Eastern Illinois University 1990 — 1996
MBA / BS, Business, Theater, and Law
Chris Lazzari Chris Lazzari's Duff & Phelps Experience April 2009 - July 2010
Job Credit and Real Estate Valuations at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC December 2014 - Present
PwC August 2014 - November 2014
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Duff & Phelps April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps April 2005 - March 2007
AXA Distributors October 2004 - April 2005
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Business Valuation, Equity Valuation, Series 7, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Banking, Financial Services, Financial Advisory, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Vermont 2000 — 2004
Bachelor of Science, Business Administration / Finance
Apollo Global Management LLC December 2014 - Present
PwC August 2014 - November 2014
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Duff & Phelps April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps April 2005 - March 2007
AXA Distributors October 2004 - April 2005
Skills
Investments, Hedge Funds, Fixed Income, Alternative Investments, Business Valuation, Equity Valuation, Series 7, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Banking, Financial Services, Financial Advisory, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Vermont 2000 — 2004
Bachelor of Science, Business Administration / Finance
Gabriela Slemer Gabriela Slemer's Duff & Phelps Experience June 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2014 - Present
SMS Real Estate Investments, LLC February 2011 - December 2013
Marcus & Millichap January 2013 - April 2013
Skills
Financial Analysis, Investments, Microsoft Office, Investment Properties, Finance, Microsoft Excel, Brokerage, Leadership, Financial Modeling, Entrepreneurship, PowerPoint, Photoshop, Public Speaking, Valuation, Foreclosures, HTML scripting, Adaptability, Project Management, Real Estate, Market Research, Analysis
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Business, Finance, cum laude
Florida State University 2011 — 2011
Fall Semester Exchange in Florence Italy, Finance, General
Universidad de Granada 2010 — 2010
Summer Semester Exchange, Foreign Language, Spanish
Duff & Phelps June 2014 - Present
SMS Real Estate Investments, LLC February 2011 - December 2013
Marcus & Millichap January 2013 - April 2013
Skills
Financial Analysis, Investments, Microsoft Office, Investment Properties, Finance, Microsoft Excel, Brokerage, Leadership, Financial Modeling, Entrepreneurship, PowerPoint, Photoshop, Public Speaking, Valuation, Foreclosures, HTML scripting, Adaptability, Project Management, Real Estate, Market Research, Analysis
Education
University of Central Florida 2010 — 2014
Bachelor's Degree, Business, Finance, cum laude
Florida State University 2011 — 2011
Fall Semester Exchange in Florence Italy, Finance, General
Universidad de Granada 2010 — 2010
Summer Semester Exchange, Foreign Language, Spanish
Ariel Farkas Ariel Farkas's Duff & Phelps Experience September 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2014 - Present
Duff & Phelps July 2013 - Present
Emory University Goizueta Business School August 2010 - May 2013
Duff & Phelps June 2012 - August 2012
Skills
Litigation Consulting, Financial Modeling, Bloomberg Terminal, Capital IQ, Data Analysis, Valuation, Financial Analysis, Statistics, Economics, Quantitative Analytics, Research, Finance, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Budapesti Corvinus Egyetem 2011 — 2012
Duff & Phelps September 2014 - Present
Duff & Phelps July 2013 - Present
Emory University Goizueta Business School August 2010 - May 2013
Duff & Phelps June 2012 - August 2012
Skills
Litigation Consulting, Financial Modeling, Bloomberg Terminal, Capital IQ, Data Analysis, Valuation, Financial Analysis, Statistics, Economics, Quantitative Analytics, Research, Finance, Microsoft Word
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Budapesti Corvinus Egyetem 2011 — 2012
Peter Chyun's Duff & Phelps Experience April 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps April 2014 - Present
Arbor Commercial Mortgage November 2011 - April 2014
Cornell University June 2011 - August 2011
Skills
Real Estate, Underwriting, Valuation, Due Diligence, Real Estate Economics, Financial Modeling, Analysis, Asset Management
Education
Cornell University 2007 — 2011
B.S., Finance
Loyola High School 2003 — 2007
Duff & Phelps April 2014 - Present
Arbor Commercial Mortgage November 2011 - April 2014
Cornell University June 2011 - August 2011
Skills
Real Estate, Underwriting, Valuation, Due Diligence, Real Estate Economics, Financial Modeling, Analysis, Asset Management
Education
Cornell University 2007 — 2011
B.S., Finance
Loyola High School 2003 — 2007
Syed Nimran Lateef Syed Nimran Lateef's Duff & Phelps Experience September 2010 - August 2011
Job Senior Financial Consultant at Allstate
Industry Financial Services
Experience
Allstate September 2015 - Present
Allstate- ATSV Finance May 2014 - September 2015
Allstate- ATSV Finance December 2012 - May 2014
Jackson National Asset Management, LLC August 2011 - December 2012
Duff & Phelps September 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Mentoring, Corporate Finance, Bloomberg, Finance, Financial Modeling, Accounting, Coaching, Valuation, PowerPoint, Management Consulting, Capital Gains Tax, Financial Reporting, Operations Management, Strategic Financial...
Education
DePaul University 2008 — 2011
Bachelor's Degree, Finance, 3.6 GPA
Allstate September 2015 - Present
Allstate- ATSV Finance May 2014 - September 2015
Allstate- ATSV Finance December 2012 - May 2014
Jackson National Asset Management, LLC August 2011 - December 2012
Duff & Phelps September 2010 - August 2011
Skills
Microsoft Excel, Financial Analysis, Mentoring, Corporate Finance, Bloomberg, Finance, Financial Modeling, Accounting, Coaching, Valuation, PowerPoint, Management Consulting, Capital Gains Tax, Financial Reporting, Operations Management, Strategic Financial...
Education
DePaul University 2008 — 2011
Bachelor's Degree, Finance, 3.6 GPA
Chris Kaleth Chris Kaleth's Duff & Phelps Experience April 2008 - Present
Job Vice President Global IT Communications & Collaboration
Industry Financial Services
Experience
Duff & Phelps April 2008 - Present
ZS Associates January 1999 - April 2008
Skills
Data Center, Cisco VoIP, Enterprise Mobility, Mobility Management, Cisco Call Manager, Cisco Wireless, Cisco Routers, Cisco UCS, CCNA
Education
DePaul University 2007 — 2012
Master of Science (M.S.), Network Engineering and Management
Purdue University 1994 — 1998
Bachelors, Computer Technology
Duff & Phelps April 2008 - Present
ZS Associates January 1999 - April 2008
Skills
Data Center, Cisco VoIP, Enterprise Mobility, Mobility Management, Cisco Call Manager, Cisco Wireless, Cisco Routers, Cisco UCS, CCNA
Education
DePaul University 2007 — 2012
Master of Science (M.S.), Network Engineering and Management
Purdue University 1994 — 1998
Bachelors, Computer Technology
Emily (Wu) Sanborn Emily (Wu) Sanborn's Duff & Phelps Experience October 2012 - Present
Job VP at Duff & Phelps, Transfer Pricing
Industry International Trade and Development
Experience
Duff & Phelps October 2012 - Present
Ceteris US LLC June 2011 - October 2012
Deloitte June 2007 - May 2011
Skills
Business Valuation
Education
Emory University 2003 — 2007
Bachelor of Arts, Economics and Chinese Studies
Duff & Phelps October 2012 - Present
Ceteris US LLC June 2011 - October 2012
Deloitte June 2007 - May 2011
Skills
Business Valuation
Education
Emory University 2003 — 2007
Bachelor of Arts, Economics and Chinese Studies
Lisa Bayer, CFA, CFP, CDFA's Duff & Phelps Experience 1995 - 1997
Job Specialist in Financial Planning, Investment Management and Divorce Planning and Mediation
Industry Financial Services
Experience
Principal, Pinnacle Financial Group, LLC 2010 - Present
Univ of Illinois, Unext, Stalla 1999 - 2011
Becker Prof. Ed 2004 - 2009
Duff & Phelps, First Trust, and Metros Investment Consulting 1993 - 1999
Duff & Phelps 1995 - 1997
First Trust 1993 - 1995
CBOE 1988 - 1993
Kemper Financial Services 1985 - 1988
Skills
Financial Planning, Portfolio Management, Financial Analysis, Investments, Budgeting, Insurance, Risk Management, Financial Modeling, Asset Management, Equities, Financial Management, Strategic Financial..., Certified Divorce..., Divorce, College Education..., College Savings Plans, Investment Strategies, Investment Portfolio..., Investment Education, Investment Management, Certified Financial..., Chartered Financial..., Estate Preservation, Tax-planning, Budgets, Accounting, Asset Managment, Trading, Managerial Finance, Corporate Finance, Financial Advisory, Retirement, Finance
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Finance, General
CFA Institute
Chartered Financial Analyst (CFA), Investments, Securities Analysis, Valuation, Portfolio Management
Certified Planner Board of Standards
Certified Financial Planner (CFP), Financial Planning
DePaul Graduate School of Business
MBA, International Business
DePaul University
Mediation Certification Program - DePaul University
Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst, Divorce Financial Planning
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Principal, Pinnacle Financial Group, LLC 2010 - Present
Univ of Illinois, Unext, Stalla 1999 - 2011
Becker Prof. Ed 2004 - 2009
Duff & Phelps, First Trust, and Metros Investment Consulting 1993 - 1999
Duff & Phelps 1995 - 1997
First Trust 1993 - 1995
CBOE 1988 - 1993
Kemper Financial Services 1985 - 1988
Skills
Financial Planning, Portfolio Management, Financial Analysis, Investments, Budgeting, Insurance, Risk Management, Financial Modeling, Asset Management, Equities, Financial Management, Strategic Financial..., Certified Divorce..., Divorce, College Education..., College Savings Plans, Investment Strategies, Investment Portfolio..., Investment Education, Investment Management, Certified Financial..., Chartered Financial..., Estate Preservation, Tax-planning, Budgets, Accounting, Asset Managment, Trading, Managerial Finance, Corporate Finance, Financial Advisory, Retirement, Finance
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Science (BS), Finance, General
CFA Institute
Chartered Financial Analyst (CFA), Investments, Securities Analysis, Valuation, Portfolio Management
Certified Planner Board of Standards
Certified Financial Planner (CFP), Financial Planning
DePaul Graduate School of Business
MBA, International Business
DePaul University
Mediation Certification Program - DePaul University
Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst, Divorce Financial Planning
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Jeffrey McNamara's Duff & Phelps Experience February 2014 - Present
Job Vice President, M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps February 2014 - Present
Lincoln International June 2010 - February 2014
Renaissance Capital Group April 2008 - June 2010
C.H. Robinson Worldwide June 2004 - August 2007
Skills
Investment Banking, Corporate Finance, Mergers, Private Placements, Financial Modeling, Financial Analysis, Credit Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance and Investment Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
M.S., Accountancy
Indiana University - Kelley School of Business 2000 — 2004
B.S., Business Administration
Duff & Phelps February 2014 - Present
Lincoln International June 2010 - February 2014
Renaissance Capital Group April 2008 - June 2010
C.H. Robinson Worldwide June 2004 - August 2007
Skills
Investment Banking, Corporate Finance, Mergers, Private Placements, Financial Modeling, Financial Analysis, Credit Analysis, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance and Investment Analysis
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
M.S., Accountancy
Indiana University - Kelley School of Business 2000 — 2004
B.S., Business Administration
Ellen Gartland Ellen Gartland's Duff & Phelps Experience February 2008 - August 2011
Job Brand, Advertising and Design Consultant
Industry Graphic Design
Experience
Freelance August 2011 - Present
Duff & Phelps February 2008 - August 2011
Marsh July 2007 - February 2008
Marsh January 2004 - July 2007
McGraw Hill Companies June 2001 - November 2003
Mid Town Bank November 1998 - June 2001
Skills
Graphic Design, Brand Development, Budgeting, Brochures, Advertising, Newsletters, Production, Print Production, Corporate Identity, Art Direction, InDesign, Adobe Creative Suite, Layout, Creative Development, Illustrator, Corporate Branding, Photoshop, Typography, Email Marketing, Marketing Strategy, User Experience, PowerPoint, Marketing Communications, Mac, SEO, Pre-press, Word, Creative Direction, Marketing, Budgets, Graphics, Strategy, Copywriting, Adobe Acrobat, Marketing Management, Collateral, Dreamweaver, Direct Mail, Posters, Catalogs, Integrated Marketing, Microsoft Word, Visual Communication
Education
School of Visual Arts 2004 — 2004
Design
VU University Amsterdam 2003 — 2003
Nederlands
DePaul University 1994 — 1998
BA, Graphic Design
Freelance August 2011 - Present
Duff & Phelps February 2008 - August 2011
Marsh July 2007 - February 2008
Marsh January 2004 - July 2007
McGraw Hill Companies June 2001 - November 2003
Mid Town Bank November 1998 - June 2001
Skills
Graphic Design, Brand Development, Budgeting, Brochures, Advertising, Newsletters, Production, Print Production, Corporate Identity, Art Direction, InDesign, Adobe Creative Suite, Layout, Creative Development, Illustrator, Corporate Branding, Photoshop, Typography, Email Marketing, Marketing Strategy, User Experience, PowerPoint, Marketing Communications, Mac, SEO, Pre-press, Word, Creative Direction, Marketing, Budgets, Graphics, Strategy, Copywriting, Adobe Acrobat, Marketing Management, Collateral, Dreamweaver, Direct Mail, Posters, Catalogs, Integrated Marketing, Microsoft Word, Visual Communication
Education
School of Visual Arts 2004 — 2004
Design
VU University Amsterdam 2003 — 2003
Nederlands
DePaul University 1994 — 1998
BA, Graphic Design
Aaron Gilcreast Aaron Gilcreast's Duff & Phelps Experience September 2005 - December 2008
Job Partner at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers January 2009 - Present
Duff & Phelps September 2005 - December 2008
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
Price Waterhouse January 1996 - September 2001
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
University of New Hampshire 1986 — 1990
BA, History
Phillips Exeter Academy 1982 — 1986
Diploma
PricewaterhouseCoopers January 2009 - Present
Duff & Phelps September 2005 - December 2008
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
Price Waterhouse January 1996 - September 2001
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
University of New Hampshire 1986 — 1990
BA, History
Phillips Exeter Academy 1982 — 1986
Diploma
Jeff Mallory's Duff & Phelps Experience April 2008 - June 2009
Job Partner at Clarus Partners
Industry Accounting
Experience
Clarus Partners July 2009 - Present
Cariflex LLC June 2009 - Present
Duff & Phelps April 2008 - June 2009
Deloitte September 1996 - April 2008
KPMG September 1992 - September 1996
DuCharme, McMillen & Associates May 1990 - September 1992
Skills
Tax, Sales Tax, Tax Advisory, Use Tax, State Tax, Indirect Taxation, Tax Credits, Sales, Big 4, Tax Returns, Tax Audit Representation, Auditing, Accounting, Tax Research, International Tax
Education
Florida State University 1986 — 1990
Bachelor, Finance
Shelbyville 1980 — 1990
Clarus Partners July 2009 - Present
Cariflex LLC June 2009 - Present
Duff & Phelps April 2008 - June 2009
Deloitte September 1996 - April 2008
KPMG September 1992 - September 1996
DuCharme, McMillen & Associates May 1990 - September 1992
Skills
Tax, Sales Tax, Tax Advisory, Use Tax, State Tax, Indirect Taxation, Tax Credits, Sales, Big 4, Tax Returns, Tax Audit Representation, Auditing, Accounting, Tax Research, International Tax
Education
Florida State University 1986 — 1990
Bachelor, Finance
Shelbyville 1980 — 1990
Rob Rash's Duff & Phelps Experience November 2007 - December 2009
Job VicePresident of Global Sales
Industry Information Technology and Services
Experience
Fruition Partners May 2014 - Present
KPMG February 2012 - May 2014
RSG Solutions, LLC January 2010 - December 2011
Duff & Phelps November 2007 - December 2009
Rash & Associates, LP January 2002 - October 2007
Skills
Business Strategy, Strategic Planning, Business Development, Management, Change Management, Operations Management, Account Management, Negotiation, Coaching, Management Consulting, Business Process..., Enterprise Software, Business Planning, Outsourcing, Risk Management, Solution Selling
Education
Dallas Baptist University
Master's Degree, Global Leadership
University of North Texas
B.S., Computer Science
Fruition Partners May 2014 - Present
KPMG February 2012 - May 2014
RSG Solutions, LLC January 2010 - December 2011
Duff & Phelps November 2007 - December 2009
Rash & Associates, LP January 2002 - October 2007
Skills
Business Strategy, Strategic Planning, Business Development, Management, Change Management, Operations Management, Account Management, Negotiation, Coaching, Management Consulting, Business Process..., Enterprise Software, Business Planning, Outsourcing, Risk Management, Solution Selling
Education
Dallas Baptist University
Master's Degree, Global Leadership
University of North Texas
B.S., Computer Science
Erin Crockett Erin Crockett's Duff & Phelps Experience September 2008 - September 2012
Job Assistant Professor of Economics at Mount Saint Mary College
Industry Higher Education
Experience
Mount Saint Mary College 2013 - Present
Crockett Consulting January 2013 - Present
Rutgers University July 2012 - Present
City University of New York May 2012 - December 2012
Duff & Phelps September 2008 - September 2012
Navigant Consulting, Inc. October 2006 - August 2008
Litigation Analytics, Inc. May 2005 - October 2006
Temple University September 2000 - May 2005
Skills
Financial Analysis, Valuation, Econometrics, Economics, Intellectual Property, Litigation, Fraud, Analysis, Expert Witness, Data Analysis, Litigation Support, Statistics, Certified Fraud Examiner, Finance, Portfolio Management
Education
Temple University 2002 — 2005
Ph.D., Economics
Temple University 2000 — 2002
M.A., Economics
Drexel University 1996 — 2000
B.S., Business Administration - Economics
Nazareth Academy 1992 — 1996
Mount Saint Mary College 2013 - Present
Crockett Consulting January 2013 - Present
Rutgers University July 2012 - Present
City University of New York May 2012 - December 2012
Duff & Phelps September 2008 - September 2012
Navigant Consulting, Inc. October 2006 - August 2008
Litigation Analytics, Inc. May 2005 - October 2006
Temple University September 2000 - May 2005
Skills
Financial Analysis, Valuation, Econometrics, Economics, Intellectual Property, Litigation, Fraud, Analysis, Expert Witness, Data Analysis, Litigation Support, Statistics, Certified Fraud Examiner, Finance, Portfolio Management
Education
Temple University 2002 — 2005
Ph.D., Economics
Temple University 2000 — 2002
M.A., Economics
Drexel University 1996 — 2000
B.S., Business Administration - Economics
Nazareth Academy 1992 — 1996
Dan Zircher's Duff & Phelps Experience 2006 - 2008
Job Investment Banker in Financial Services & FinTech industry
Industry Investment Banking
Experience
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
PL Advisors October 2014 - Present
DGZ Associates 2012 - Present
Macquarie Capital/Fox Pitt 2008 - 2011
Duff & Phelps 2006 - 2008
Mesirow Financial 1993 - 2006
BDO Seidman 1991 - 1993
Merrill Lynch 1986 - 1992
Zenith Electronics Corporation 1984 - 1986
Peat Marwick 1982 - 1984
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Valuation, LBO, Equities, Alternative Investments, Hedge Funds, Finance, Banking, Financial Services, IPO, Market Structure, Corporate Strategy..., Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration, Finance and Real Estate
Northern Illinois University
Bachelor of Science, Accounting
Ryan Anania Ryan Anania's Duff & Phelps Experience November 2013 - Present
Job Executive Talent Acquisition Manager at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps November 2013 - Present
Navigant Consulting February 2010 - November 2013
KPMG November 2003 - February 2010
Spherion October 2002 - November 2003
Kforce Professional Staffing October 1998 - October 2002
Skills
Auditing, Business Development, Due Diligence, Private Investigations, AML, Computer Forensics, Certified Fraud Examiner, Dispute, FCPA, Talent Acquisition, Recruiting, Applicant Tracking..., Executive Search, CFF, Technical Recruiting, Sourcing
Education
Drake University 1992 — 1996
BS, Accounting and Corporate Finance
Dowling High School 1988 — 1992
Duff & Phelps November 2013 - Present
Navigant Consulting February 2010 - November 2013
KPMG November 2003 - February 2010
Spherion October 2002 - November 2003
Kforce Professional Staffing October 1998 - October 2002
Skills
Auditing, Business Development, Due Diligence, Private Investigations, AML, Computer Forensics, Certified Fraud Examiner, Dispute, FCPA, Talent Acquisition, Recruiting, Applicant Tracking..., Executive Search, CFF, Technical Recruiting, Sourcing
Education
Drake University 1992 — 1996
BS, Accounting and Corporate Finance
Dowling High School 1988 — 1992
Catalin Cociuba Catalin Cociuba's Duff & Phelps Experience March 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
American Appraisal Associates February 2011 - March 2015
The Bahr Company June 2003 - February 2011
Skills
Business Valuation, Valuation, Financial Reporting, Financial Analysis, Tax, Financial Modeling, Equity Valuation, DCF, Purchase Price..., Market Research, Intangible Assets, Tax Reporting, Intelectual Property..., Impairment Testing, Private Equity Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Due Diligence, Analysis, Consulting
Education
DePaul University
B.S., Finance
Duff & Phelps March 2015 - Present
American Appraisal Associates February 2011 - March 2015
The Bahr Company June 2003 - February 2011
Skills
Business Valuation, Valuation, Financial Reporting, Financial Analysis, Tax, Financial Modeling, Equity Valuation, DCF, Purchase Price..., Market Research, Intangible Assets, Tax Reporting, Intelectual Property..., Impairment Testing, Private Equity Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Due Diligence, Analysis, Consulting
Education
DePaul University
B.S., Finance
Matthew Weiner Matthew Weiner's Duff & Phelps Experience May 2007 - August 2007
Job Attorney at Hilliard & Shadowen LLP
Industry Law Practice
Experience
Hilliard Shadowen LLP May 2012 - Present
United States District Court for the Western District of Pennsylvania August 2011 - May 2012
Redding Law Office May 2011 - December 2011
Pennsylvania Criminal Defense Attorneys and Public Defenders May 2011 - September 2011
The Pennsylvania State University, Dickinson School of Law May 2011 - August 2011
New York Supreme Court, Rockland County June 2010 - August 2010
Duff & Phelps May 2007 - August 2007
Skills
Legal Research, Westlaw, Legal Writing, Antitrust Law, Antitrust Economics, Commercial Litigation, Class Actions, Competition Law, Due Diligence
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Penn State University 2005 — 2009
Bachelor of Science (BS), Accounting
Hilliard Shadowen LLP May 2012 - Present
United States District Court for the Western District of Pennsylvania August 2011 - May 2012
Redding Law Office May 2011 - December 2011
Pennsylvania Criminal Defense Attorneys and Public Defenders May 2011 - September 2011
The Pennsylvania State University, Dickinson School of Law May 2011 - August 2011
New York Supreme Court, Rockland County June 2010 - August 2010
Duff & Phelps May 2007 - August 2007
Skills
Legal Research, Westlaw, Legal Writing, Antitrust Law, Antitrust Economics, Commercial Litigation, Class Actions, Competition Law, Due Diligence
Education
Pennsylvania State University, The Dickinson School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Penn State University 2005 — 2009
Bachelor of Science (BS), Accounting
Alexandria Szocs Alexandria Szocs's Duff & Phelps Experience June 2010 - August 2010
Job Brand Strategist, CB Media at CareerBuilder.com
Industry Marketing and Advertising
Experience
CareerBuilder.com August 2012 - Present
NYSE Euronext June 2011 - August 2012
Chi Omega Fraternity - Rho Mu January 2011 - December 2011
Duff & Phelps June 2010 - August 2010
DePaul University August 2009 - November 2009
Skills
Marketing Communications, Microsoft Office &..., Social Media, Public Relations Skills, Advertising, Fact Sheets, Press Releases, Apple Software, Philanthropy, Volunteer Management, Event Planning, Event Management, Project Management, Public Relations, Management
Education
DePaul University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations & Advertising, Spanish
CareerBuilder.com August 2012 - Present
NYSE Euronext June 2011 - August 2012
Chi Omega Fraternity - Rho Mu January 2011 - December 2011
Duff & Phelps June 2010 - August 2010
DePaul University August 2009 - November 2009
Skills
Marketing Communications, Microsoft Office &..., Social Media, Public Relations Skills, Advertising, Fact Sheets, Press Releases, Apple Software, Philanthropy, Volunteer Management, Event Planning, Event Management, Project Management, Public Relations, Management
Education
DePaul University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations & Advertising, Spanish
Justin Fishman, CFA Justin Fishman, CFA's Duff & Phelps Experience December 2007 - June 2011
Job Sr. Manager (Director), Transaction Advisory Services, Valuation & Business Modeling at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2012 - Present
Dahlman Rose & Company. June 2011 - July 2012
Duff & Phelps December 2007 - June 2011
Navigant Capital Advisors October 2006 - December 2007
Drexel University 1999 - 2004
Kroll 2002 - 2002
Kroll 2002 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Equities, PowerPoint skills, Excel, Fixed Income, Buy-side, buy-side advisory, Derivatives, Equity Valuation, Fixed Income Analysis, Media Analysis, Entertainment Industry, Satellite Communications, Satellite TV, Media, Entertainment, Due Diligence, Business Valuation, Financial Reporting, DCF, Financial Services, Accounting, Private Equity, Financial Statement..., Bloomberg, Corporate Finance, Analysis, Broadcast Television, Television, broad, Broadcast, Mobile Marketing, Mobile Advertising, Cable Television, Telecommunications, Financial Analysis, Microsoft Excel
Education
Drexel University 1999 — 2004
BSA, BA & Accounting
Drexel University - LeBow College of Business 1999 — 2004
BS BA, Accounting
Radnor 1999 — 1999
Ernst & Young July 2012 - Present
Dahlman Rose & Company. June 2011 - July 2012
Duff & Phelps December 2007 - June 2011
Navigant Capital Advisors October 2006 - December 2007
Drexel University 1999 - 2004
Kroll 2002 - 2002
Kroll 2002 - 2002
Skills
Valuation, Financial Modeling, Equity Research, Equities, PowerPoint skills, Excel, Fixed Income, Buy-side, buy-side advisory, Derivatives, Equity Valuation, Fixed Income Analysis, Media Analysis, Entertainment Industry, Satellite Communications, Satellite TV, Media, Entertainment, Due Diligence, Business Valuation, Financial Reporting, DCF, Financial Services, Accounting, Private Equity, Financial Statement..., Bloomberg, Corporate Finance, Analysis, Broadcast Television, Television, broad, Broadcast, Mobile Marketing, Mobile Advertising, Cable Television, Telecommunications, Financial Analysis, Microsoft Excel
Education
Drexel University 1999 — 2004
BSA, BA & Accounting
Drexel University - LeBow College of Business 1999 — 2004
BS BA, Accounting
Radnor 1999 — 1999
Michael K. Williams Michael K. Williams's Duff & Phelps Experience March 2011 - February 2012
Job Tax consulting transaction advisory
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
BDO USA, LLP November 2014 - Present
McGladrey October 2012 - November 2014
Tax Advisory - CPA March 2012 - September 2012
Duff & Phelps March 2011 - February 2012
Ernst & Young LLP July 1995 - March 2011
Coopers & Lybrand 1987 - 1995
Carpenter Technology 1984 - 1986
Chicago Pacific Corporation 1980 - 1984
Skills
Due Diligence, Tax, Mergers & Acquisitions, Tax Advisory, Tax Law, Tax Accounting, International Tax, Corporate Tax, Tax Research, Cross-border..., Divestitures, LLC, Tax Analysis, Finance, Private Equity, Transaction Processing, Financial Structuring, M&A experience, Buyouts, Acquisitions, Risk Management, Federal Tax, Internal Audit, Financial Services, Corporate Finance, International..., Deferred Compensation, S Corporations, Employee Training, Big 4, Transaction Services, Tax Structuring, Business Tax, Inbound, Work-outs, Private Equity/Venture..., Company Acquisitions, Restructures, Tax Reduction, Entity Selection, SEC filings, Corporate Law, Joint Ventures, Exit Strategies, Tax Compliance, Training & Development, Inbound Marketing, Transfer Pricing, Restructuring, Marathon
Education
DePaul University College of Law 1981 — 1983
LLM, Tax
Villanova University School of Law 1977 — 1980
JD, Corporate Law
Villanova University 1973 — 1977
BA, Liberal Arts and Sciences, General Studies and Humanities
Christopher Volpe Christopher Volpe's Duff & Phelps Experience May 2006 - July 2011
Job Managing Director of Information Technology at First Manhattan Co.
Industry Financial Services
Experience
First Manhattan Co. July 2011 - Present
Duff & Phelps May 2006 - July 2011
Skills
Program Management, Asset Managment, Integration, Disaster Recovery, Management, Project Management, Business Analysis, IT Strategy, Information Technology, Technical Support, IT Management, Business Process..., Asset Management, Data Center, VMware, IT Operations, IT Service Management, PMP, SDLC, Vendor Management, Budgets
Education
Pace University 2003 — 2005
Masters, Informations Systems Management
DeVry University 1998 — 2000
Associates, Telecommunications Management
Wagner College 1993 — 1997
Bachelors, English
monsignor farrell
First Manhattan Co. July 2011 - Present
Duff & Phelps May 2006 - July 2011
Skills
Program Management, Asset Managment, Integration, Disaster Recovery, Management, Project Management, Business Analysis, IT Strategy, Information Technology, Technical Support, IT Management, Business Process..., Asset Management, Data Center, VMware, IT Operations, IT Service Management, PMP, SDLC, Vendor Management, Budgets
Education
Pace University 2003 — 2005
Masters, Informations Systems Management
DeVry University 1998 — 2000
Associates, Telecommunications Management
Wagner College 1993 — 1997
Bachelors, English
monsignor farrell
Ken Nofziger Ken Nofziger's Duff & Phelps Experience September 2000 - March 2010
Job President at Murray Wise Associates
Industry Investment Banking
Experience
Murray Wise Associates LLC 2010 - Present
Westchester Group Inc February 2010 - January 2011
Duff & Phelps September 2000 - March 2010
RSM McGladrey January 1991 - February 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA
Western Illinois University 1986 — 1990
B.S., Accounting
Murray Wise Associates LLC 2010 - Present
Westchester Group Inc February 2010 - January 2011
Duff & Phelps September 2000 - March 2010
RSM McGladrey January 1991 - February 2000
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA
Western Illinois University 1986 — 1990
B.S., Accounting
Waizeru Z Johnson Waizeru Z Johnson's Duff & Phelps Experience January 2007 - May 2007
Job Certified Educator and Attorney at Law
Industry Primary/Secondary Education
Experience
Dekalb County School District July 2015 - Present
Dekalb County School District July 2014 - May 2015
Parker, Hudson, Rainer & Dobbs LLP September 2011 - April 2014
NYC Department of Housing Preservation and Development (HPD) December 2010 - August 2011
NYC Department of Small Business Services September 2010 - December 2010
Community Enterprise Clinic (Duke Law) January 2010 - May 2010
Parker, Hudson, Rainer & Dobbs LLP May 2009 - July 2009
Duff & Phelps January 2007 - May 2007
Lehman Brothers June 2002 - June 2005
Americorps September 1996 - September 1997
Skills
Admitted to practice in..., Legal Writing, Contract Negotiation, Finance, Mergers & Acquisitions, Investments, Valuation, Leadership, Negotiation, Financial Reporting, Corporate Law, Due Diligence, Contract Management, Legal Research, Marketing, Loans, Bankruptcy, Real Estate
Education
Duke University School of Law 2007 — 2010
Juris Doctor
Duke Asia-America Institute in Transnational Law 2008 — 2008
Howard University, School of Business 2000 — 2002
B.B.A, Finance Concentration
Hillel Academy High School - Jamaica, WI
Dekalb County School District July 2015 - Present
Dekalb County School District July 2014 - May 2015
Parker, Hudson, Rainer & Dobbs LLP September 2011 - April 2014
NYC Department of Housing Preservation and Development (HPD) December 2010 - August 2011
NYC Department of Small Business Services September 2010 - December 2010
Community Enterprise Clinic (Duke Law) January 2010 - May 2010
Parker, Hudson, Rainer & Dobbs LLP May 2009 - July 2009
Duff & Phelps January 2007 - May 2007
Lehman Brothers June 2002 - June 2005
Americorps September 1996 - September 1997
Skills
Admitted to practice in..., Legal Writing, Contract Negotiation, Finance, Mergers & Acquisitions, Investments, Valuation, Leadership, Negotiation, Financial Reporting, Corporate Law, Due Diligence, Contract Management, Legal Research, Marketing, Loans, Bankruptcy, Real Estate
Education
Duke University School of Law 2007 — 2010
Juris Doctor
Duke Asia-America Institute in Transnational Law 2008 — 2008
Howard University, School of Business 2000 — 2002
B.B.A, Finance Concentration
Hillel Academy High School - Jamaica, WI
David Durant's Duff & Phelps Experience 2005 - June 2008
Job Senior Consultant at Capgemini | Digital Strategist | Entrepreneur | Analyst
Industry Management Consulting
Experience
Capgemini Consulting August 2013 - Present
Valerie & Co. Photography August 2012 - Present
Goizueta Business School May 2012 - May 2013
Wikiwealth.com June 2008 - May 2013
Duff & Phelps 2005 - June 2008
Standard & Poor's Corporate Value Consulting August 2003 - 2005
Lehman Brothers 2001 - 2003
Australian Stock Exchange 2002 - 2002
Skills
Strategy, Management Consulting, Valuation, Financial Modeling, Private Equity, Financial Analysis, Entrepreneurship, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Business Development, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Integrated Marketing, Marketing Strategy, Research, Equity Valuation, Analysis, SEO, Corporate Finance, Finance, Value Investing, Equity Research, Start-ups, ETF Research, Business Case, Disruptive Technologies, Social Media Marketing
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Strategy & Marketing, Dean's List
University of Florida - Warrington College Of Business 1999 — 2003
BSBA, Finance & Economics, 3.6
East Meadow High School 1996 — 1999
High School, Business, 3.987
Capgemini Consulting August 2013 - Present
Valerie & Co. Photography August 2012 - Present
Goizueta Business School May 2012 - May 2013
Wikiwealth.com June 2008 - May 2013
Duff & Phelps 2005 - June 2008
Standard & Poor's Corporate Value Consulting August 2003 - 2005
Lehman Brothers 2001 - 2003
Australian Stock Exchange 2002 - 2002
Skills
Strategy, Management Consulting, Valuation, Financial Modeling, Private Equity, Financial Analysis, Entrepreneurship, Competitive Analysis, Strategic Planning, Business Strategy, Digital Marketing, Business Development, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Integrated Marketing, Marketing Strategy, Research, Equity Valuation, Analysis, SEO, Corporate Finance, Finance, Value Investing, Equity Research, Start-ups, ETF Research, Business Case, Disruptive Technologies, Social Media Marketing
Education
Goizueta Business School, Emory University 2012 — 2013
Master of Business Administration (MBA), Strategy & Marketing, Dean's List
University of Florida - Warrington College Of Business 1999 — 2003
BSBA, Finance & Economics, 3.6
East Meadow High School 1996 — 1999
High School, Business, 3.987
John Kritzmacher John Kritzmacher's Duff & Phelps Experience September 2011 - April 2013
Job CFO & EVP, Technology and Operations at Wiley
Industry Publishing
Experience
Wiley June 2013 - Present
InterDigital Communications June 2009 - Present
Duff & Phelps September 2011 - April 2013
WebMD October 2012 - February 2013
Global Crossing October 2008 - November 2011
Alcatel-Lucent December 2006 - September 2008
Lucent Technologies February 2006 - December 2006
Lucent Technologies August 2001 - February 2006
Skills
Due Diligence, Leadership, Mergers, Outsourcing, Private Equity, Project Planning, Restructuring, Strategic Planning, Strategy, Telecommunications, Corporate Governance, Governance, Negotiation
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA
Dartmouth College 1978 — 1982
BA, Math and Economics
Wiley June 2013 - Present
InterDigital Communications June 2009 - Present
Duff & Phelps September 2011 - April 2013
WebMD October 2012 - February 2013
Global Crossing October 2008 - November 2011
Alcatel-Lucent December 2006 - September 2008
Lucent Technologies February 2006 - December 2006
Lucent Technologies August 2001 - February 2006
Skills
Due Diligence, Leadership, Mergers, Outsourcing, Private Equity, Project Planning, Restructuring, Strategic Planning, Strategy, Telecommunications, Corporate Governance, Governance, Negotiation
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA
Dartmouth College 1978 — 1982
BA, Math and Economics
Barbara Ciesemier Barbara Ciesemier's Duff & Phelps Experience June 1989 - November 1991
Job
Industry Insurance
Experience
CNO Financial Group July 2004 - Present
Celtic Insurance Company January 1999 - June 2004
Celtic Insurance Company July 1997 - December 1998
Celtic Insurance Company October 1995 - June 1997
GATX December 1991 - September 1995
Duff & Phelps June 1989 - November 1991
Skills
Corporate Communications, Marketing, Health Insurance, Internal Communications, Media Relations, Leadership, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Life Insurance, Strategic Planning, Insurance, Integrated Marketing, Copywriting, Communication Training, Strategic Public..., Term Life Insurance, Management, Crisis Communications, Web Content, Email Marketing, Direct Marketing
Education
Drake University
BA, Journalism
CNO Financial Group July 2004 - Present
Celtic Insurance Company January 1999 - June 2004
Celtic Insurance Company July 1997 - December 1998
Celtic Insurance Company October 1995 - June 1997
GATX December 1991 - September 1995
Duff & Phelps June 1989 - November 1991
Skills
Corporate Communications, Marketing, Health Insurance, Internal Communications, Media Relations, Leadership, Strategic Communications, Newsletters, Marketing Communications, Public Relations, Life Insurance, Strategic Planning, Insurance, Integrated Marketing, Copywriting, Communication Training, Strategic Public..., Term Life Insurance, Management, Crisis Communications, Web Content, Email Marketing, Direct Marketing
Education
Drake University
BA, Journalism
Preston Stevens Preston Stevens's Duff & Phelps Experience July 2015 - Present
Job
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Skills
Risk Management, Performance Management, Asset Management, Commercial Real Estate, Asset Managment, Portfolio Management, Loans, Underwriting, Credit, Executive Management, Finance, Financial Analysis, Investments, Mergers, Mortgage Lending, Valuation, Analytics, Financial Modeling, Strategic Planning, Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
The University of Georgia
Bachelor of Business Administration (B.B.A.)
Duff & Phelps July 2015 - Present
Skills
Risk Management, Performance Management, Asset Management, Commercial Real Estate, Asset Managment, Portfolio Management, Loans, Underwriting, Credit, Executive Management, Finance, Financial Analysis, Investments, Mergers, Mortgage Lending, Valuation, Analytics, Financial Modeling, Strategic Planning, Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.)
The University of Georgia
Bachelor of Business Administration (B.B.A.)
Ankush Mohile Ankush Mohile's Duff & Phelps Experience June 2014 - August 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2015 - Present
Duff & Phelps June 2014 - August 2014
Silver Sky Advertising June 2012 - August 2012
Goizueta Business School November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Project Management, Public Speaking, Data Analysis, Leadership, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lynbrook Senior High School 2007 — 2011
Diploma with honors
SunTrust Robinson Humphrey June 2015 - Present
Duff & Phelps June 2014 - August 2014
Silver Sky Advertising June 2012 - August 2012
Goizueta Business School November 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Research, Project Management, Public Speaking, Data Analysis, Leadership, Finance
Education
Emory University - Goizueta Business School 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Lynbrook Senior High School 2007 — 2011
Diploma with honors
John Gilheany's Duff & Phelps Experience May 2015 - July 2015
Job Student at Harvard College
Industry Environmental Services
Experience
Harvard Financial Analysts Club January 2015 - Present
Harvard Business School December 2014 - Present
NASA Tournament Lab December 2014 - Present
Brunswick Group August 2015 - August 2015
Duff & Phelps May 2015 - July 2015
Fossil Free Indexes LLC December 2014 - January 2015
Prose Media May 2014 - June 2014
Yale University September 2011 - February 2013
Memorial Sloan-Kettering Cancer Center June 2012 - August 2012
Skills
Data Analysis, Research, Statistics, Science, Public Speaking, Matlab, PowerPoint, Critical Thinking, Strategy, Social Media, Microsoft Excel, Latin American Studies, Microsoft Word, Microsoft Office, Management, Stata, Chemistry, Gas, Asian American Studies, Lab Bench Work, Teaching, Teamwork
Education
Harvard University 2013 — 2017
A.B. Candidate, Statistics
Doshisha University 2014 — 2014
Summer Study Abroad, Japanese Studies
Bronx High School of Science 2009 — 2013
High School Diploma, Molecular Biology
Harvard Financial Analysts Club January 2015 - Present
Harvard Business School December 2014 - Present
NASA Tournament Lab December 2014 - Present
Brunswick Group August 2015 - August 2015
Duff & Phelps May 2015 - July 2015
Fossil Free Indexes LLC December 2014 - January 2015
Prose Media May 2014 - June 2014
Yale University September 2011 - February 2013
Memorial Sloan-Kettering Cancer Center June 2012 - August 2012
Skills
Data Analysis, Research, Statistics, Science, Public Speaking, Matlab, PowerPoint, Critical Thinking, Strategy, Social Media, Microsoft Excel, Latin American Studies, Microsoft Word, Microsoft Office, Management, Stata, Chemistry, Gas, Asian American Studies, Lab Bench Work, Teaching, Teamwork
Education
Harvard University 2013 — 2017
A.B. Candidate, Statistics
Doshisha University 2014 — 2014
Summer Study Abroad, Japanese Studies
Bronx High School of Science 2009 — 2013
High School Diploma, Molecular Biology
Blake Underwood's Duff & Phelps Experience January 2010 - June 2010
Job Director Acquisitions & Dispositions at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2010 - February 2013
Duff & Phelps January 2010 - June 2010
The Governor's Office July 2009 - January 2010
Skills
Argus Modeling, DCF Valuation, Microsoft Excel, Real Estate, Real Estate Economics, Real Estate Transactions, Investment Valuation, Investment Management, Investment Strategies, Due Diligence, Commercial Real Estate, Valuation, Acquisitions, Disposition, Investments, Corporate Real Estate, Capital Markets, Asset Management, Dispositions, Financial Analysis, Financial Modeling
Education
Emory University 2012 — 2015
Master of Business Administration (M.B.A.), Finance & Real Estate
The University of Georgia 2005 — 2009
Bachelors of Business Administration, Real Estate
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2010 - February 2013
Duff & Phelps January 2010 - June 2010
The Governor's Office July 2009 - January 2010
Skills
Argus Modeling, DCF Valuation, Microsoft Excel, Real Estate, Real Estate Economics, Real Estate Transactions, Investment Valuation, Investment Management, Investment Strategies, Due Diligence, Commercial Real Estate, Valuation, Acquisitions, Disposition, Investments, Corporate Real Estate, Capital Markets, Asset Management, Dispositions, Financial Analysis, Financial Modeling
Education
Emory University 2012 — 2015
Master of Business Administration (M.B.A.), Finance & Real Estate
The University of Georgia 2005 — 2009
Bachelors of Business Administration, Real Estate
Laurie Ullman Laurie Ullman's Duff & Phelps Experience November 2007 - January 2011
Job Graphic design professional with proven success in brand strategy, integrated campaigns and design solutions.
Industry Design
Experience
Lynn University August 2014 - September 2015
Alvarez & Marsal February 2011 - January 2014
Duff & Phelps November 2007 - January 2011
Chanin Capital Partners (was acquired by Duff & Phelps in 2007) January 2003 - October 2007
Stephanie Pellegrin Jewelry / 2Pink / Glamour Magazine / Luca Luca 2001 - 2003
Ocean Drive Magazine July 1999 - July 2001
Skills
Strategic Planning, Marketing Strategy, Competitive Analysis, Marketing Communications, Email Marketing, Brand Management, Brand Development, Graphic Design, Strategy, Photoshop, Illustrator, InDesign, Dreamweaver, HTML, PowerPoint, HTML emails, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Creative Strategy, Creative Direction, Graphics Software, Logo Design, Luxury Lifestyle, Luxury Brand Marketing, Luxury Goods, Social Media
Education
Fashion Institute of Technology 2004 — 2008
Continuing education, Introduction to Home Products (2008), Fashion Merchandising (2004)
Florida State University 1995 — 1999
BS, School of Visual Arts, Graphic Design
Lynn University August 2014 - September 2015
Alvarez & Marsal February 2011 - January 2014
Duff & Phelps November 2007 - January 2011
Chanin Capital Partners (was acquired by Duff & Phelps in 2007) January 2003 - October 2007
Stephanie Pellegrin Jewelry / 2Pink / Glamour Magazine / Luca Luca 2001 - 2003
Ocean Drive Magazine July 1999 - July 2001
Skills
Strategic Planning, Marketing Strategy, Competitive Analysis, Marketing Communications, Email Marketing, Brand Management, Brand Development, Graphic Design, Strategy, Photoshop, Illustrator, InDesign, Dreamweaver, HTML, PowerPoint, HTML emails, Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Creative Strategy, Creative Direction, Graphics Software, Logo Design, Luxury Lifestyle, Luxury Brand Marketing, Luxury Goods, Social Media
Education
Fashion Institute of Technology 2004 — 2008
Continuing education, Introduction to Home Products (2008), Fashion Merchandising (2004)
Florida State University 1995 — 1999
BS, School of Visual Arts, Graphic Design
Alex Devine Alex Devine's Duff & Phelps Experience June 2012 - August 2012
Job Student at University of Texas School of Law
Industry Legal Services
Experience
Dallas County Public Defender's Office May 2015 - July 2015
NSW Department of Education and Communities March 2014 - April 2014
Allens September 2013 - February 2014
Egon Zehnder June 2013 - August 2013
Duff & Phelps June 2012 - August 2012
BPSkolnick Consulting December 2011 - January 2012
Rave Motion Pictures May 2010 - August 2010
Levenson & Hill May 2008 - August 2008
Skills
Research, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Leadership, Social Media, Microsoft Office, Mathematics, Marketing, Finance, Accounting
Education
The University of Texas School of Law 2014 — 2017
Juris Doctor
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Dallas County Public Defender's Office May 2015 - July 2015
NSW Department of Education and Communities March 2014 - April 2014
Allens September 2013 - February 2014
Egon Zehnder June 2013 - August 2013
Duff & Phelps June 2012 - August 2012
BPSkolnick Consulting December 2011 - January 2012
Rave Motion Pictures May 2010 - August 2010
Levenson & Hill May 2008 - August 2008
Skills
Research, Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Leadership, Social Media, Microsoft Office, Mathematics, Marketing, Finance, Accounting
Education
The University of Texas School of Law 2014 — 2017
Juris Doctor
Emory University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Mihir Kunal Mihir Kunal's Duff & Phelps Experience July 2012 - 2014
Job Consultant at BTS
Industry Management Consulting
Experience
BTS August 2015 - Present
BTS August 2014 - July 2015
Duff & Phelps July 2012 - 2014
Bank of America June 2011 - August 2011
Updata Partners February 2011 - May 2011
Rutgers Business School August 2010 - May 2011
Skills
Business Valuation, Microsoft Office, Pivot Tables, Salesforce.com, Capital IQ, Management Consulting, Business Analytics, Litigation Consulting, Bloomberg, Strategic Consulting, Financial Analysis, Private Equity, Entrepreneurship, Due Diligence, Portfolio Management, Finance, Financial Modeling, Microsoft Excel, Valuation, Public Speaking, Litigation, Financial Reporting, Databases, Market Research, Business Strategy
Education
Rutgers Business School 2008 — 2012
Bachelor of Science, Finance
Delhi University 2009 — 2009
St. Stephen's College, Rutgers Study Abroad, Economics (Hons.)
John P. Stevens High School 2004 — 2008
BTS August 2015 - Present
BTS August 2014 - July 2015
Duff & Phelps July 2012 - 2014
Bank of America June 2011 - August 2011
Updata Partners February 2011 - May 2011
Rutgers Business School August 2010 - May 2011
Skills
Business Valuation, Microsoft Office, Pivot Tables, Salesforce.com, Capital IQ, Management Consulting, Business Analytics, Litigation Consulting, Bloomberg, Strategic Consulting, Financial Analysis, Private Equity, Entrepreneurship, Due Diligence, Portfolio Management, Finance, Financial Modeling, Microsoft Excel, Valuation, Public Speaking, Litigation, Financial Reporting, Databases, Market Research, Business Strategy
Education
Rutgers Business School 2008 — 2012
Bachelor of Science, Finance
Delhi University 2009 — 2009
St. Stephen's College, Rutgers Study Abroad, Economics (Hons.)
John P. Stevens High School 2004 — 2008
Adam Strasser, CMI's Duff & Phelps Experience January 2010 - March 2011
Job Real Estate Tax Appeals Senior Manager at Walgreens
Industry Retail
Experience
Walgreens March 2011 - Present
Duff & Phelps January 2010 - March 2011
BP December 2002 - December 2009
Deloitte May 2002 - December 2002
ARTHUR ANDERSEN LLP, STATE & LOCAL TAX PRACTICE April 1998 - May 2002
State of Illinois March 1997 - April 1998
Skills
Retail, Refineries, Tax, Property Tax, Corporate Tax, Tax Accounting, Due Diligence, Financial Analysis, Tax Research, Valuation, Financial Accounting, Real Estate, Appraisals, Real Estate Tax Appeals, Forecasting, Corporate Law, Analysis, Auditing
Education
DePaul University College of Law 1993 — 1996
Juris Doctorate, Law
Northern Illinois University 1990 — 1992
BA, English
Walgreens March 2011 - Present
Duff & Phelps January 2010 - March 2011
BP December 2002 - December 2009
Deloitte May 2002 - December 2002
ARTHUR ANDERSEN LLP, STATE & LOCAL TAX PRACTICE April 1998 - May 2002
State of Illinois March 1997 - April 1998
Skills
Retail, Refineries, Tax, Property Tax, Corporate Tax, Tax Accounting, Due Diligence, Financial Analysis, Tax Research, Valuation, Financial Accounting, Real Estate, Appraisals, Real Estate Tax Appeals, Forecasting, Corporate Law, Analysis, Auditing
Education
DePaul University College of Law 1993 — 1996
Juris Doctorate, Law
Northern Illinois University 1990 — 1992
BA, English
Kendra Murray's Duff & Phelps Experience October 2012 - October 2013
Job Financial Analyst, Zayo Group
Industry Telecommunications
Experience
Duff & Phelps October 2012 - October 2013
Ceteris July 2010 - October 2012
Teach For America June 2009 - June 2010
Skills
Corporate Finance, Business Valuation, Financial Analysis, Mergers & Acquisitions, Licensing, Transfer Pricing, Economics, Valuation, Due Diligence
Education
Denison University 2005 — 2009
BA, Economics and Mathematics
Kirkwood High School
Duff & Phelps October 2012 - October 2013
Ceteris July 2010 - October 2012
Teach For America June 2009 - June 2010
Skills
Corporate Finance, Business Valuation, Financial Analysis, Mergers & Acquisitions, Licensing, Transfer Pricing, Economics, Valuation, Due Diligence
Education
Denison University 2005 — 2009
BA, Economics and Mathematics
Kirkwood High School
Connor Clark Connor Clark's Duff & Phelps Experience September 2014 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Credit Suisse May 2013 - August 2013
USA Soccer May 2006 - 2013
Sheraton June 2012 - August 2012
Skills
Finance, Financial Analysis, Data Analysis, Research, Statistical Modeling, Statistical Data..., Bloomberg, Thompson One, Leadership, Teamwork, Microsoft Office, Business Communications, Customer Service, Time Management, Public Speaking, Refereeing, Soccer, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Strategic Planning, Equity Research, Equity Capital Markets, Private Equity, Valuation Modeling, Business Valuation, Enterprise Valuation
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2014
BSBA, Finance, General
Ithaca College 2010 — 2012
Finance, General
Duff & Phelps September 2014 - Present
Credit Suisse May 2013 - August 2013
USA Soccer May 2006 - 2013
Sheraton June 2012 - August 2012
Skills
Finance, Financial Analysis, Data Analysis, Research, Statistical Modeling, Statistical Data..., Bloomberg, Thompson One, Leadership, Teamwork, Microsoft Office, Business Communications, Customer Service, Time Management, Public Speaking, Refereeing, Soccer, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Strategic Planning, Equity Research, Equity Capital Markets, Private Equity, Valuation Modeling, Business Valuation, Enterprise Valuation
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2014
BSBA, Finance, General
Ithaca College 2010 — 2012
Finance, General
Ronke Ekwensi's Duff & Phelps Experience September 2014 - September 2015
Job Vice President Information Management & Policy
Industry Pharmaceuticals
Experience
Duff & Phelps September 2014 - September 2015
Huron Consulting Group January 2014 - September 2014
Pfizer 2011 - 2013
Pfizer 2008 - 2011
Pfizer 2006 - 2008
Ernst & Young 2005 - 2006
Ernst & Young 2002 - 2005
Ernst & Young 2001 - 2002
Ernst & Young 1999 - 2001
PSEG 1997 - 1999
Skills
Change Management, Process Improvement, Business Process..., Cross-functional Team..., Project Management, Business Strategy, Leadership, Management Consulting, Business Development, Strategic Planning, Strategy Implementation, Strategy, Mergers & Acquisitions, Management, Pharmacueticals, Global Operations, Program Management, Financial Management..., Cost Management, Due Diligence, Global Regulatory..., Continuous Process..., Performance Management, Cross Functional Team..., Mentoring, Coaching, Risk Management, Policy, Policy Writing, Health Policy, Entrepreneurship, Business Analysis, Executive Management, Training, Pharmaceutical Industry, Enterprise Software, Analytics, Consulting, Operations Management, PMO, IT Management, Software Documentation, Sales Operations, Information Technology, Vendor Management, Budgets, Business Process, Governance, Integration, IT Strategy
Education
Massachusetts Institute of Technology 2014 — 2014
Tackling the Challenges of Big Data
Loyola University Chicago School of Law 2010 — 2012
MJ Masters of Jurisprudence, Health Law
University of Phoenix 2000 — 2001
MBA Master of Business Administration, Global Management
D'Youville College 1980 — 1984
BA Bachelor of Arts, Psychology Philosophy
Duff & Phelps September 2014 - September 2015
Huron Consulting Group January 2014 - September 2014
Pfizer 2011 - 2013
Pfizer 2008 - 2011
Pfizer 2006 - 2008
Ernst & Young 2005 - 2006
Ernst & Young 2002 - 2005
Ernst & Young 2001 - 2002
Ernst & Young 1999 - 2001
PSEG 1997 - 1999
Skills
Change Management, Process Improvement, Business Process..., Cross-functional Team..., Project Management, Business Strategy, Leadership, Management Consulting, Business Development, Strategic Planning, Strategy Implementation, Strategy, Mergers & Acquisitions, Management, Pharmacueticals, Global Operations, Program Management, Financial Management..., Cost Management, Due Diligence, Global Regulatory..., Continuous Process..., Performance Management, Cross Functional Team..., Mentoring, Coaching, Risk Management, Policy, Policy Writing, Health Policy, Entrepreneurship, Business Analysis, Executive Management, Training, Pharmaceutical Industry, Enterprise Software, Analytics, Consulting, Operations Management, PMO, IT Management, Software Documentation, Sales Operations, Information Technology, Vendor Management, Budgets, Business Process, Governance, Integration, IT Strategy
Education
Massachusetts Institute of Technology 2014 — 2014
Tackling the Challenges of Big Data
Loyola University Chicago School of Law 2010 — 2012
MJ Masters of Jurisprudence, Health Law
University of Phoenix 2000 — 2001
MBA Master of Business Administration, Global Management
D'Youville College 1980 — 1984
BA Bachelor of Arts, Psychology Philosophy
Katherine Nierman's Duff & Phelps Experience October 2010 - December 2011
Job Marine Finance Specialist
Industry Financial Services
Experience
GE Capital December 2014 - Present
GE Capital December 2011 - November 2014
Duff & Phelps October 2010 - December 2011
Duff & Phelps August 2008 - October 2010
Skills
Corporate Finance, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Business Valuation, DCF, Financial Reporting, Bloomberg, Equity Valuation, Microsoft Office, Capital Markets, Due Diligence, Private Equity, Finance
Education
Indiana University - Kelley School of Business 2005 — 2008
BS, Finance and International Business
Eastern Michigan University 2004 — 2005
GE Capital December 2014 - Present
GE Capital December 2011 - November 2014
Duff & Phelps October 2010 - December 2011
Duff & Phelps August 2008 - October 2010
Skills
Corporate Finance, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Business Valuation, DCF, Financial Reporting, Bloomberg, Equity Valuation, Microsoft Office, Capital Markets, Due Diligence, Private Equity, Finance
Education
Indiana University - Kelley School of Business 2005 — 2008
BS, Finance and International Business
Eastern Michigan University 2004 — 2005
Joseph Lauberth Joseph Lauberth's Duff & Phelps Experience July 2014 - Present
Job Investment Banking Analyst at Duff & Phelps
Industry Higher Education
Experience
Duff & Phelps July 2014 - Present
Fordham University Student Managed Investment Fund December 2013 - May 2014
Millennium Partners June 2013 - March 2014
UBS Wealth Management September 2012 - June 2013
Metro-North Railroad May 2012 - August 2012
Fordham University October 2011 - May 2012
Fordham University October 2010 - May 2012
Ignatian Business Leaders, Inc. January 2009 - May 2010
Skills
Java, PowerPoint, Access, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Marketing, Financial Reporting, Time Management, Spanish, Finance, Analysis, Investments
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance, Summa Cum Laude
Duff & Phelps July 2014 - Present
Fordham University Student Managed Investment Fund December 2013 - May 2014
Millennium Partners June 2013 - March 2014
UBS Wealth Management September 2012 - June 2013
Metro-North Railroad May 2012 - August 2012
Fordham University October 2011 - May 2012
Fordham University October 2010 - May 2012
Ignatian Business Leaders, Inc. January 2009 - May 2010
Skills
Java, PowerPoint, Access, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Marketing, Financial Reporting, Time Management, Spanish, Finance, Analysis, Investments
Education
Fordham University 2010 — 2014
Bachelor of Science, Finance, Summa Cum Laude
Garrett Blaber Garrett Blaber's Duff & Phelps Experience May 2012 - August 2012
Job Analyst at GfK Custom Research North America
Industry Financial Services
Experience
GfK Boutique 2013 - Present
Oracle June 2013 - December 2013
Duff & Phelps May 2012 - August 2012
Verizon May 2011 - August 2011
ToaRe Reinsurance Company April 2010 - May 2011
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Equities, Bloomberg, Hedge Funds, Financial Advisory, Analytics, Economics, Financial Analysis, Corporate Finance, Market Research, Data Analysis, Due Diligence, Accounting
Education
Cornell University
BS, Applied Economics and Management - Finance, Cum Laude
Ridge High School
GfK Boutique 2013 - Present
Oracle June 2013 - December 2013
Duff & Phelps May 2012 - August 2012
Verizon May 2011 - August 2011
ToaRe Reinsurance Company April 2010 - May 2011
Skills
Finance, Financial Modeling, Valuation, Investment Banking, Equities, Bloomberg, Hedge Funds, Financial Advisory, Analytics, Economics, Financial Analysis, Corporate Finance, Market Research, Data Analysis, Due Diligence, Accounting
Education
Cornell University
BS, Applied Economics and Management - Finance, Cum Laude
Ridge High School
Paul Koppel's Duff & Phelps Experience September 2015 - Present
Job Senior Associate at Duff & Phelps London Secondee
Industry Financial Services
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps September 2014 - Present
Duff & Phelps June 2012 - August 2014
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Business Valuation, Transfer Pricing, Cross-border..., Finance, Mergers & Acquisitions, Data Analysis, PowerPoint, Financial Analysis, Microsoft Excel
Education
Emory University 2008 — 2012
BBA, Finance and Marketing
Vienna University of Economics and Business Administration
The Pembroke Hill School
Duff & Phelps September 2015 - Present
Duff & Phelps September 2014 - Present
Duff & Phelps June 2012 - August 2014
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Business Valuation, Transfer Pricing, Cross-border..., Finance, Mergers & Acquisitions, Data Analysis, PowerPoint, Financial Analysis, Microsoft Excel
Education
Emory University 2008 — 2012
BBA, Finance and Marketing
Vienna University of Economics and Business Administration
The Pembroke Hill School
Jorge Loeza Jorge Loeza's Duff & Phelps Experience April 2009 - Present
Job Vice President Global Network Services at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps April 2009 - Present
Duff & Phelps March 2007 - April 2009
Lakeview Technology August 2004 - March 2007
Healthcare Alternative Systems, Inc May 2001 - August 2004
Participate Systems December 1999 - May 2001
Skills
Data Center, Disaster Recovery, IT Management, Networking, IT Strategy, Vendor Management, Business Continuity, Cloud Computing, SaaS, Enterprise Software, Virtualization, IT Service Management, IT Operations, Active Directory, Professional Services, Troubleshooting
Education
DePaul University 2009 — 2011
MS IS, Network Security, IT Management
National Louis University 2004 — 2006
BS MIS, Information Systems, Technology Management
Whitney Young HS
Whitney Young HS
Duff & Phelps April 2009 - Present
Duff & Phelps March 2007 - April 2009
Lakeview Technology August 2004 - March 2007
Healthcare Alternative Systems, Inc May 2001 - August 2004
Participate Systems December 1999 - May 2001
Skills
Data Center, Disaster Recovery, IT Management, Networking, IT Strategy, Vendor Management, Business Continuity, Cloud Computing, SaaS, Enterprise Software, Virtualization, IT Service Management, IT Operations, Active Directory, Professional Services, Troubleshooting
Education
DePaul University 2009 — 2011
MS IS, Network Security, IT Management
National Louis University 2004 — 2006
BS MIS, Information Systems, Technology Management
Whitney Young HS
Whitney Young HS
Nicole Grybalow Nicole Grybalow's Duff & Phelps Experience November 2011 - July 2013
Job Executive Assistant at GrubHub Inc.
Industry Online Media
Experience
GrubHub Inc. August 2014 - Present
GrubHub 2014 - 2015
GrubHub 2014 - 2015
GrubHub 2014 - 2015
Jefferies LLC July 2013 - June 2014
Duff & Phelps November 2011 - July 2013
Ocean Tomo September 2010 - November 2011
CareerBuilder.com December 2009 - July 2010
CareerBuilder.com November 2008 - December 2009
CareerBuilder.com May 2008 - November 2008
Skills
Market Research, Social Media, Email Marketing, Social Media Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Sales, New Business Development, Cold Calling, Valuation, Teamwork, PowerPoint, Lead Generation, Event Planning, Research, Marketing Strategy, Marketing, Social Networking, Data Analysis, Account Management, Recruiting, Leadership, Facebook, Outlook
Education
DePaul University 2003 — 2007
B.S., Sociology
GrubHub Inc. August 2014 - Present
GrubHub 2014 - 2015
GrubHub 2014 - 2015
GrubHub 2014 - 2015
Jefferies LLC July 2013 - June 2014
Duff & Phelps November 2011 - July 2013
Ocean Tomo September 2010 - November 2011
CareerBuilder.com December 2009 - July 2010
CareerBuilder.com November 2008 - December 2009
CareerBuilder.com May 2008 - November 2008
Skills
Market Research, Social Media, Email Marketing, Social Media Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Sales, New Business Development, Cold Calling, Valuation, Teamwork, PowerPoint, Lead Generation, Event Planning, Research, Marketing Strategy, Marketing, Social Networking, Data Analysis, Account Management, Recruiting, Leadership, Facebook, Outlook
Education
DePaul University 2003 — 2007
B.S., Sociology
Lisa Harrow-Chodock's Duff & Phelps Experience July 2007 - June 2009
Job Principal at Triago
Industry Financial Services
Experience
Triago April 2014 - Present
Och-Ziff Capital Management December 2009 - March 2014
Duff & Phelps July 2007 - June 2009
Bank of America July 2006 - August 2006
Fairchild Fashion Media July 2005 - August 2005
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Management and Consulting
Triago April 2014 - Present
Och-Ziff Capital Management December 2009 - March 2014
Duff & Phelps July 2007 - June 2009
Bank of America July 2006 - August 2006
Fairchild Fashion Media July 2005 - August 2005
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Management and Consulting
Amin Issa Amin Issa's Duff & Phelps Experience May 2005 - August 2007
Job Senior Associate at Credit Agricole CIB
Industry Capital Markets
Experience
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Cambia Health Solutions May 2011 - August 2011
Houlihan Lokey March 2008 - May 2009
Duff & Phelps May 2005 - August 2007
Wilshire Associates January 2003 - June 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Mergers, Investment Banking, Capital Markets, Bloomberg, Investments, Portfolio Management, Venture Capital, Asset Managment, Fixed Income
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
University of Southern California 2004 — 2005
MA, Accounting
University of Southern California - Marshall School of Business 1997 — 2002
BA, Business
Alejandro Munoz, MS MIS's Duff & Phelps Experience October 2012 - July 2013
Job Autonomy Technical Consultant at Carnival Corporation
Industry Information Technology and Services
Experience
Carnival Corporation July 2013 - Present
Duff & Phelps October 2012 - July 2013
iEnvision Technology November 2011 - October 2012
University of Miami, Miller School of Medicine February 2011 - November 2011
University of Miami, Miller School of Medicine October 2008 - February 2011
University of Miami, Miller School of Medicine April 2007 - October 2008
Florida International University April 2006 - April 2007
Skills
Project Management..., Enterprise Business..., Windows-based hardware..., Apple Mac OSX Hardware..., Cisco Networking..., Knowledge Management..., Epic EHR Deployment, Bilingual:..., Business Process..., SharePoint, Switches, Hardware, Mac OS X, Platforms, Project Management, System Deployment, EHR, Technical Support, Microsoft SQL Server, Disaster Recovery, Active Directory, Team Leadership, Troubleshooting, Computer Hardware, IT Management, Software Documentation, Business Intelligence, OS X, Windows, Networking, Visio, Leadership, Analysis, Management, Business Process, Access, System Administration, Integration
Education
Florida International University 2010 — 2011
MS, Management Information Science
Florida International University 2003 — 2006
BS, Criminal Justice
ICSE Training
Carnival Corporation July 2013 - Present
Duff & Phelps October 2012 - July 2013
iEnvision Technology November 2011 - October 2012
University of Miami, Miller School of Medicine February 2011 - November 2011
University of Miami, Miller School of Medicine October 2008 - February 2011
University of Miami, Miller School of Medicine April 2007 - October 2008
Florida International University April 2006 - April 2007
Skills
Project Management..., Enterprise Business..., Windows-based hardware..., Apple Mac OSX Hardware..., Cisco Networking..., Knowledge Management..., Epic EHR Deployment, Bilingual:..., Business Process..., SharePoint, Switches, Hardware, Mac OS X, Platforms, Project Management, System Deployment, EHR, Technical Support, Microsoft SQL Server, Disaster Recovery, Active Directory, Team Leadership, Troubleshooting, Computer Hardware, IT Management, Software Documentation, Business Intelligence, OS X, Windows, Networking, Visio, Leadership, Analysis, Management, Business Process, Access, System Administration, Integration
Education
Florida International University 2010 — 2011
MS, Management Information Science
Florida International University 2003 — 2006
BS, Criminal Justice
ICSE Training
Rod Ochs, MBA, PMP Rod Ochs, MBA, PMP's Duff & Phelps Experience September 2014 - October 2015
Job Senior IT Legal Business Partner / IT Director / Project Manager
Industry Legal Services
Experience
Rod Ochs October 2015 - Present
Duff & Phelps September 2014 - October 2015
The Coca-Cola Company May 2013 - July 2014
eSentio Technologies July 2009 - April 2013
Needle & Rosenberg, P.C. 2002 - July 2008
The Coca-Cola Company 2000 - 2002
The Coca-Cola Company 1997 - 2002
Medaphis Corporation November 1996 - June 1997
Medaphis Corporation January 1996 - October 1996
Skills
Windows Server, IT Management, Change Management, Project Management, VoIP, Management, Visio, Windows, Data Center, Process Improvement, Program Management, Telecommunications, Software Development, IT Strategy, PMP, Consulting, Business Analysis, Enterprise Software
Education
Florida State University - College of Business 1979 — 1981
MBA
University of South Florida 1975 — 1978
BA
Project Management Institute
Rod Ochs October 2015 - Present
Duff & Phelps September 2014 - October 2015
The Coca-Cola Company May 2013 - July 2014
eSentio Technologies July 2009 - April 2013
Needle & Rosenberg, P.C. 2002 - July 2008
The Coca-Cola Company 2000 - 2002
The Coca-Cola Company 1997 - 2002
Medaphis Corporation November 1996 - June 1997
Medaphis Corporation January 1996 - October 1996
Skills
Windows Server, IT Management, Change Management, Project Management, VoIP, Management, Visio, Windows, Data Center, Process Improvement, Program Management, Telecommunications, Software Development, IT Strategy, PMP, Consulting, Business Analysis, Enterprise Software
Education
Florida State University - College of Business 1979 — 1981
MBA
University of South Florida 1975 — 1978
BA
Project Management Institute
Caitlin Kolb Caitlin Kolb's Duff & Phelps Experience August 2011 - November 2014
Job Advisory Services Forensics at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP November 2014 - Present
Duff & Phelps August 2011 - November 2014
The Law Offices of Alan D. Hoffenberg September 2009 - June 2011
PrinSource Capital Companies, LLC October 2007 - July 2008
Skills
Intellectual Property, Litigation, Research, Legal Writing, Dispute Resolution, Courts, Due Diligence, Bankruptcy, Securities, Legal Research, Contract Negotiation, Arbitration, Fraud, Patent Litigation, Document Review, Financial Modeling, Financial Services, Report Writing, Public Speaking, Microsoft Excel, Westlaw, Internal Investigations
Education
DePaul University College of Law 2008 — 2011
Juris Doctor, Law
The College of St. Scholastica 2006 — 2007
Bachelor of Arts, Applied Economics
Crowe Horwath LLP November 2014 - Present
Duff & Phelps August 2011 - November 2014
The Law Offices of Alan D. Hoffenberg September 2009 - June 2011
PrinSource Capital Companies, LLC October 2007 - July 2008
Skills
Intellectual Property, Litigation, Research, Legal Writing, Dispute Resolution, Courts, Due Diligence, Bankruptcy, Securities, Legal Research, Contract Negotiation, Arbitration, Fraud, Patent Litigation, Document Review, Financial Modeling, Financial Services, Report Writing, Public Speaking, Microsoft Excel, Westlaw, Internal Investigations
Education
DePaul University College of Law 2008 — 2011
Juris Doctor, Law
The College of St. Scholastica 2006 — 2007
Bachelor of Arts, Applied Economics
Eric K. Hornung Eric K. Hornung's Duff & Phelps Experience July 2014 - Present
Job Dispute Consulting Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Knorr-Bremse May 2014 - June 2014
Bendix Commercial Vehicle Systems LLC May 2013 - January 2014
Ancora Advisors June 2012 - August 2012
Bendix Commercial Vehicle Systems LLC December 2011 - January 2012
Fisher Professional Services June 2011 - August 2011
Skills
Leadership, Management Consulting, PowerPoint, Program Management, Research, Spanish, Business Development, Competitive Analysis, Data Analysis, Finance, Management, Financial Analysis, Access, Time Management, Strategy, Business Strategy
Education
DePaul University 2015 — 2018
Master's degree, Computing and Digital Media: Predictive Analytics
The Ohio State University 2009 — 2014
Finance, Economics, Chinese (Mandarin), Senior
St. Ignatius High School 2005 — 2009
Diploma
Duff & Phelps July 2014 - Present
Knorr-Bremse May 2014 - June 2014
Bendix Commercial Vehicle Systems LLC May 2013 - January 2014
Ancora Advisors June 2012 - August 2012
Bendix Commercial Vehicle Systems LLC December 2011 - January 2012
Fisher Professional Services June 2011 - August 2011
Skills
Leadership, Management Consulting, PowerPoint, Program Management, Research, Spanish, Business Development, Competitive Analysis, Data Analysis, Finance, Management, Financial Analysis, Access, Time Management, Strategy, Business Strategy
Education
DePaul University 2015 — 2018
Master's degree, Computing and Digital Media: Predictive Analytics
The Ohio State University 2009 — 2014
Finance, Economics, Chinese (Mandarin), Senior
St. Ignatius High School 2005 — 2009
Diploma
Chris Schneck's Duff & Phelps Experience March 2014 - July 2014
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey January 2015 - Present
Medley Capital July 2014 - January 2015
Duff & Phelps March 2014 - July 2014
Duff & Phelps July 2012 - February 2014
ICAP June 2011 - August 2011
Needham & Company February 2010 - May 2011
Skills
Valuation, Bloomberg, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Hedge Funds, Private Equity, Investments, Business Valuation, Equity Research, Bloomberg Terminal, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2008 — 2011
B.S. Accounting
Houlihan Lokey January 2015 - Present
Medley Capital July 2014 - January 2015
Duff & Phelps March 2014 - July 2014
Duff & Phelps July 2012 - February 2014
ICAP June 2011 - August 2011
Needham & Company February 2010 - May 2011
Skills
Valuation, Bloomberg, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Hedge Funds, Private Equity, Investments, Business Valuation, Equity Research, Bloomberg Terminal, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2008 — 2011
B.S. Accounting
Kimberly J. Wood Kimberly J. Wood's Duff & Phelps Experience September 2002 - May 2009
Job Field Coordination Specialist at Novartis
Industry Pharmaceuticals
Experience
Novartis April 2012 - Present
Novartis Pharmaceuticals October 2009 - April 2012
Novartis 2010 - 2012
Duff & Phelps September 2002 - May 2009
Duff & Phelps September 2002 - May 2009
PricewaterhouseCoopers October 1989 - September 2002
Warner Lambert June 1986 - October 1989
Education
County College of Morris 1984 — 1986
Associate, Office Systems Technology, Secretarial Science
Novartis April 2012 - Present
Novartis Pharmaceuticals October 2009 - April 2012
Novartis 2010 - 2012
Duff & Phelps September 2002 - May 2009
Duff & Phelps September 2002 - May 2009
PricewaterhouseCoopers October 1989 - September 2002
Warner Lambert June 1986 - October 1989
Education
County College of Morris 1984 — 1986
Associate, Office Systems Technology, Secretarial Science
Erin Ellin Erin Ellin's Duff & Phelps Experience March 2000 - May 2001
Job Accounting/Finance Director at CDM Media
Industry Marketing and Advertising
Experience
CDM Media June 2012 - October 2013
Independant Consulting June 2011 - June 2012
Rewards Network March 2010 - June 2011
Higgins Development Partners, LLC July 2001 - February 2010
Duff & Phelps March 2000 - May 2001
Edelman Public Relations Worldwide September 1998 - March 2000
Stellato & Schwartz, LTD July 1996 - June 1998
Skills
Financial Reporting, Budgets, Financial Modeling, Microsoft Excel, Process Improvement, Strategic Planning, Due Diligence, Contract Negotiation, Business Strategy, Project Management, Cross-functional Team..., Customer Service, Strategy, Management Consulting, Consulting, P&L Management, Negotiation, Financial Forecasting, Financial Accounting, Mutual Funds, Fund Accounting, Financial Audits, Financial Software..., Finance, Financial Analysis
Education
DePaul University 1996 — 1998
Continuing Education, Accounting
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (BA), Economics
CDM Media June 2012 - October 2013
Independant Consulting June 2011 - June 2012
Rewards Network March 2010 - June 2011
Higgins Development Partners, LLC July 2001 - February 2010
Duff & Phelps March 2000 - May 2001
Edelman Public Relations Worldwide September 1998 - March 2000
Stellato & Schwartz, LTD July 1996 - June 1998
Skills
Financial Reporting, Budgets, Financial Modeling, Microsoft Excel, Process Improvement, Strategic Planning, Due Diligence, Contract Negotiation, Business Strategy, Project Management, Cross-functional Team..., Customer Service, Strategy, Management Consulting, Consulting, P&L Management, Negotiation, Financial Forecasting, Financial Accounting, Mutual Funds, Fund Accounting, Financial Audits, Financial Software..., Finance, Financial Analysis
Education
DePaul University 1996 — 1998
Continuing Education, Accounting
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor of Arts (BA), Economics
Greggory Young Greggory Young's Duff & Phelps Experience March 2004 - June 2008
Job President at Elite Consulting Solutions, LLC Cost Segregation Specialists
Industry Commercial Real Estate
David Lee, CFA David Lee, CFA's Duff & Phelps Experience October 2011 - Present
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps October 2011 - Present
Ernst & Young February 2009 - October 2011
Duff & Phelps February 2006 - January 2009
Skills
Business Valuation
Education
Fordham University - Graduate School of Business Administration 2004 — 2005
MBA, Finance
Penn State University 1996 — 2000
BS, Finance
CFA charterholder
Duff & Phelps October 2011 - Present
Ernst & Young February 2009 - October 2011
Duff & Phelps February 2006 - January 2009
Skills
Business Valuation
Education
Fordham University - Graduate School of Business Administration 2004 — 2005
MBA, Finance
Penn State University 1996 — 2000
BS, Finance
CFA charterholder
Stephanie De Santo, CPA, CA Stephanie De Santo, CPA, CA's Duff & Phelps Experience January 2015 - Present
Job Senior Associate, Dispute Consulting at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps January 2015 - Present
Ernst & Young October 2013 - December 2014
Ernst & Young September 2011 - September 2013
Queen's Women in Leadership December 2009 - November 2010
Ernst & Young July 2010 - August 2010
Skills
Accounting, Financial Reporting, IFRS, Internal Controls, Assurance, Financial Analysis, Financial Accounting, Auditing, Tax, GAAP, External Audit, US GAAP
Education
Queen's University 2007 — 2011
Commerce, Accounting
ESSEC - ESSEC Business School 2010 — 2010
Bachelor of Commerce (B.Com.), Business/Commerce, General
Duff & Phelps January 2015 - Present
Ernst & Young October 2013 - December 2014
Ernst & Young September 2011 - September 2013
Queen's Women in Leadership December 2009 - November 2010
Ernst & Young July 2010 - August 2010
Skills
Accounting, Financial Reporting, IFRS, Internal Controls, Assurance, Financial Analysis, Financial Accounting, Auditing, Tax, GAAP, External Audit, US GAAP
Education
Queen's University 2007 — 2011
Commerce, Accounting
ESSEC - ESSEC Business School 2010 — 2010
Bachelor of Commerce (B.Com.), Business/Commerce, General
Akshay Bhargava's Duff & Phelps Experience July 2008 - July 2011
Job Manager Transaction Advisory Services at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2011 - Present
Duff & Phelps July 2008 - July 2011
Key Banc Capital Markets May 2007 - August 2007
Infosys Technologies Ltd. July 2002 - July 2006
Tech & Research, Analog devices September 2001 - June 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Business Valuation, Investment Banking, Mergers, DCF, Bloomberg, Equity Research, Capital Markets, Equities, Equity Valuation, Financial Reporting
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, MBA - Finance
Pune University 1997 — 2001
B.E, Electronics and Telecommunications
The Army Public School, New Delhi, India
Ernst & Young July 2011 - Present
Duff & Phelps July 2008 - July 2011
Key Banc Capital Markets May 2007 - August 2007
Infosys Technologies Ltd. July 2002 - July 2006
Tech & Research, Analog devices September 2001 - June 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, Business Valuation, Investment Banking, Mergers, DCF, Bloomberg, Equity Research, Capital Markets, Equities, Equity Valuation, Financial Reporting
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, MBA - Finance
Pune University 1997 — 2001
B.E, Electronics and Telecommunications
The Army Public School, New Delhi, India
Jeremie Benzakin PMP, M.S.'s Duff & Phelps Experience January 2007 - December 2007
Job Director, SAP Business Analytics & Technology
Industry Information Technology and Services
Experience
Answerthink, a division of The Hackett Group January 2012 - Present
Conversion Services International, Inc. January 2007 - January 2012
Boston Scientific July 2011 - December 2011
PNC Mortgage September 2009 - July 2011
National Digital Medical Archives July 2008 - September 2009
BNP Paribas December 2007 - June 2008
Duff & Phelps January 2007 - December 2007
Multiple April 2002 - December 2006
Skills
Business Intelligence, Data Warehousing, Business Objects, Database Design, Solution Architecture, Software Project..., Executive Reporting, Data Management, Data Analysis, Software Consulting, Cross-functional Team..., Project Delivery, Strategic Leadership, Business Strategy, PMP, Technical Leadership, Programming, SAP HANA, SOW, Amazon Web Services...
Education
Florida Institute of Technology
Master of Science, Computer Information Systems
University of Central Oklahoma
Bachelor of Science, Computer Science
Answerthink, a division of The Hackett Group January 2012 - Present
Conversion Services International, Inc. January 2007 - January 2012
Boston Scientific July 2011 - December 2011
PNC Mortgage September 2009 - July 2011
National Digital Medical Archives July 2008 - September 2009
BNP Paribas December 2007 - June 2008
Duff & Phelps January 2007 - December 2007
Multiple April 2002 - December 2006
Skills
Business Intelligence, Data Warehousing, Business Objects, Database Design, Solution Architecture, Software Project..., Executive Reporting, Data Management, Data Analysis, Software Consulting, Cross-functional Team..., Project Delivery, Strategic Leadership, Business Strategy, PMP, Technical Leadership, Programming, SAP HANA, SOW, Amazon Web Services...
Education
Florida Institute of Technology
Master of Science, Computer Information Systems
University of Central Oklahoma
Bachelor of Science, Computer Science
Bootri Tantisira's Duff & Phelps Experience September 2005 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2005 - Present
MCI 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Marketing & Finance
University of Michigan 1990 — 1994
BA, Economics
Duff & Phelps September 2005 - Present
MCI 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Marketing & Finance
University of Michigan 1990 — 1994
BA, Economics
Sebastian Ahmed's Duff & Phelps Experience 2010 - 2013
Job M&A Advisory/Debt & Equity Finance/Restructuring
Industry Investment Banking
Experience
CohnReznick Capital Markets Securities 2015 - Present
Grant Thornton LLP 2013 - 2015
Duff & Phelps 2010 - 2013
Lone Star Funds 2009 - 2010
PwC 2007 - 2008
PricewaterhouseCoopers - Transaction Services 2006 - 2008
US Army October 1998 - September 2001
Skills
Restructuring, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Investments, Series 7, M&A experience, Physicians, Medical Facilities, Retirement Homes, Financial Services, DCF, Series 63, Distressed Debt, M&A due diligence, Business Turnaround, Cash Flow Management, Energy, LBO, Power Generation, Power Distribution, Power Plants, Utility Industry, Renewable Energy, Healthcare, Hospitals, Assisted Living, Mergers & Acquisitions, Finance, Asset Management
Education
Florida Agricultural and Mechanical University
B.Sc. Accounting + M.Sc. (CPA/MPA - 150 Hrs completed at U.K.)
University of Cambridge
Florida State University
Bachelor of Science (B.Sc.)
CIRA Level 1
CIRA Level 2
CIRA Level 3
CohnReznick Capital Markets Securities 2015 - Present
Grant Thornton LLP 2013 - 2015
Duff & Phelps 2010 - 2013
Lone Star Funds 2009 - 2010
PwC 2007 - 2008
PricewaterhouseCoopers - Transaction Services 2006 - 2008
US Army October 1998 - September 2001
Skills
Restructuring, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Investments, Series 7, M&A experience, Physicians, Medical Facilities, Retirement Homes, Financial Services, DCF, Series 63, Distressed Debt, M&A due diligence, Business Turnaround, Cash Flow Management, Energy, LBO, Power Generation, Power Distribution, Power Plants, Utility Industry, Renewable Energy, Healthcare, Hospitals, Assisted Living, Mergers & Acquisitions, Finance, Asset Management
Education
Florida Agricultural and Mechanical University
B.Sc. Accounting + M.Sc. (CPA/MPA - 150 Hrs completed at U.K.)
University of Cambridge
Florida State University
Bachelor of Science (B.Sc.)
CIRA Level 1
CIRA Level 2
CIRA Level 3
Mark Chekanow's Duff & Phelps Experience July 2008 - October 2010
Job
Industry Financial Services
Experience
Schweitzer-Mauduit International May 2013 - Present
Allconnect January 2012 - May 2013
Allconnect January 2011 - January 2013
Duff & Phelps July 2008 - October 2010
Duff & Phelps May 2007 - August 2007
Sidoti & Company August 2001 - December 2005
Morgan Stanley June 1999 - July 2001
Skills
Financial Modeling, Valuation, Due Diligence, Report Writing, Financial Reporting, Investor Relations
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
University of Florida 1995 — 1999
BS, Finance & Economics
Schweitzer-Mauduit International May 2013 - Present
Allconnect January 2012 - May 2013
Allconnect January 2011 - January 2013
Duff & Phelps July 2008 - October 2010
Duff & Phelps May 2007 - August 2007
Sidoti & Company August 2001 - December 2005
Morgan Stanley June 1999 - July 2001
Skills
Financial Modeling, Valuation, Due Diligence, Report Writing, Financial Reporting, Investor Relations
Education
Emory University - Goizueta Business School 2006 — 2008
MBA, Finance
University of Florida 1995 — 1999
BS, Finance & Economics
Kevin Dowd's Duff & Phelps Experience July 2006 - July 2009
Job Development Associate at The Ingerman Group
Industry Real Estate
Experience
The Ingerman Group September 2011 - Present
Greater Wilkes-Barre Chamber May 2010 - August 2010
Duff & Phelps July 2006 - July 2009
PricewaterhouseCoopers July 2005 - July 2006
Skills
Financial Modeling, Due Diligence, Strategic Planning
Education
Cornell University 2009 — 2011
Masters, City and Regional Planning
Penn State University 2001 — 2005
The Ingerman Group September 2011 - Present
Greater Wilkes-Barre Chamber May 2010 - August 2010
Duff & Phelps July 2006 - July 2009
PricewaterhouseCoopers July 2005 - July 2006
Skills
Financial Modeling, Due Diligence, Strategic Planning
Education
Cornell University 2009 — 2011
Masters, City and Regional Planning
Penn State University 2001 — 2005
Ken Halperin's Duff & Phelps Experience 2008 - 2010
Job Chief Financial Officer at The Wills Group, Inc
Industry Accounting
Experience
The Wills Group, Inc 2011 - Present
Halperin Advisory Services, LLC 2010 - 2011
Duff & Phelps 2008 - 2010
American Capital 2005 - 2008
PwC 1998 - 2005
Crawford and Company 1992 - 1994
Arthur Andersen & Co. 1986 - 1992
Skills
Finance, Corporate Finance, Financial Analysis, Mergers, Mergers & Acquisitions, Due Diligence, Valuation, Business Analysis, Private Equity, Analysis, Business Strategy, Auditing, Restructuring, Process Improvement, Accounting, Risk Management
Education
Emory University - Goizueta Business School
BBA
The Wills Group, Inc 2011 - Present
Halperin Advisory Services, LLC 2010 - 2011
Duff & Phelps 2008 - 2010
American Capital 2005 - 2008
PwC 1998 - 2005
Crawford and Company 1992 - 1994
Arthur Andersen & Co. 1986 - 1992
Skills
Finance, Corporate Finance, Financial Analysis, Mergers, Mergers & Acquisitions, Due Diligence, Valuation, Business Analysis, Private Equity, Analysis, Business Strategy, Auditing, Restructuring, Process Improvement, Accounting, Risk Management
Education
Emory University - Goizueta Business School
BBA
Syed Ally's Duff & Phelps Experience July 2006 - September 2011
Job Director of International Finance Incomm
Industry Financial Services
Experience
InComm September 2011 - Present
Duff & Phelps July 2006 - September 2011
John H. Harland June 2006 - August 2006
BellSouth Long Distance July 2002 - August 2004
Skills
Financial Modeling, Negotiation, Forecasting, Financial Analysis, Business Strategy, Mergers & Acquisitions, Strategic Planning, Pricing, Finance, Strategy
Education
Emory University - Goizueta Business School 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science (BS), Business Administration
InComm September 2011 - Present
Duff & Phelps July 2006 - September 2011
John H. Harland June 2006 - August 2006
BellSouth Long Distance July 2002 - August 2004
Skills
Financial Modeling, Negotiation, Forecasting, Financial Analysis, Business Strategy, Mergers & Acquisitions, Strategic Planning, Pricing, Finance, Strategy
Education
Emory University - Goizueta Business School 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science (BS), Business Administration
Andrew Chidester's Duff & Phelps Experience 2004 - 2010
Job Senior Investment Banking Professional
Industry Investment Banking
Experience
Matrix Capital Markets Group, Inc. July 2013 - Present
Amherst Partners 2010 - April 2013
Duff & Phelps 2004 - 2010
Heller Financial 1996 - 1998
Skills
Corporate Development, Recapitalizations, Investment Banking, Private Equity, LBO, Middle Market, Private Placements, Divestitures, Valuation, Business Valuation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Business
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
Masters of Science in Accounting
Carleton College 1984 — 1988
B.A., Economics and Music
Matrix Capital Markets Group, Inc. July 2013 - Present
Amherst Partners 2010 - April 2013
Duff & Phelps 2004 - 2010
Heller Financial 1996 - 1998
Skills
Corporate Development, Recapitalizations, Investment Banking, Private Equity, LBO, Middle Market, Private Placements, Divestitures, Valuation, Business Valuation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Business
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1989
Masters of Science in Accounting
Carleton College 1984 — 1988
B.A., Economics and Music
Daniel Hudson, CPA's Duff & Phelps Experience January 2014 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2014 - Present
PwC September 2011 - January 2014
Deloitte June 2009 - September 2011
Deloitte September 2007 - May 2009
Debtwire August 2006 - August 2007
MBIA May 2005 - August 2006
Morgan Keegan November 2001 - August 2004
Studio B August 1999 - September 2000
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Finance, Portfolio Management, Fixed Income, Financial Services, Auditing, Restructuring, Private Equity, Investment Banking, Analysis
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance, Management, and Accounting
Florida State University - College of Business 1999 — 2001
BS, Finance
Duff & Phelps January 2014 - Present
PwC September 2011 - January 2014
Deloitte June 2009 - September 2011
Deloitte September 2007 - May 2009
Debtwire August 2006 - August 2007
MBIA May 2005 - August 2006
Morgan Keegan November 2001 - August 2004
Studio B August 1999 - September 2000
Skills
Valuation, Financial Analysis, Due Diligence, Financial Modeling, Finance, Portfolio Management, Fixed Income, Financial Services, Auditing, Restructuring, Private Equity, Investment Banking, Analysis
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance, Management, and Accounting
Florida State University - College of Business 1999 — 2001
BS, Finance
Matthew Glace's Duff & Phelps Experience October 2005 - September 2011
Job Global CIO at Millward Brown
Industry Market Research
Experience
Millward Brown August 2015 - Present
Kantar April 2014 - August 2015
Kantar IT Partnership September 2011 - April 2014
Duff & Phelps October 2005 - September 2011
Standard & Poor's CVC / The McGraw-Hill Companies July 2003 - October 2005
The McGraw-Hill Companies - UK January 2003 - July 2003
Standard & Poor's / The McGraw-Hill Companies February 1999 - January 2003
Education
Cranfield University
Purdue University - Krannert School of Management
MBA
Fordham University - Graduate School of Business Administration
Masters Computer Science, Information Systems & Design
Purdue University
Bachelor of Arts, Political Science / Spanish
Millward Brown August 2015 - Present
Kantar April 2014 - August 2015
Kantar IT Partnership September 2011 - April 2014
Duff & Phelps October 2005 - September 2011
Standard & Poor's CVC / The McGraw-Hill Companies July 2003 - October 2005
The McGraw-Hill Companies - UK January 2003 - July 2003
Standard & Poor's / The McGraw-Hill Companies February 1999 - January 2003
Education
Cranfield University
Purdue University - Krannert School of Management
MBA
Fordham University - Graduate School of Business Administration
Masters Computer Science, Information Systems & Design
Purdue University
Bachelor of Arts, Political Science / Spanish
Jua Mitchell's Duff & Phelps Experience June 2005 - August 2005
Job CFO at Internet Retail Co.
Industry Financial Services
Experience
RSVP Gallery October 2011 - Present
Northern Trust Securities March 2011 - October 2011
American Schoolhouse Consortium March 2009 - March 2011
Banc of America Securities July 2006 - April 2009
Duff & Phelps June 2005 - August 2005
Skills
Corporate Finance, Financial Modeling, Telecommunications, Mergers & Acquisitions, Investments, Finance
Education
University of the Witwatersrand 2006 — 2006
Exchange Student
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Florida Agricultural and Mechanical University
Bachelor's degree, Accounting
RSVP Gallery October 2011 - Present
Northern Trust Securities March 2011 - October 2011
American Schoolhouse Consortium March 2009 - March 2011
Banc of America Securities July 2006 - April 2009
Duff & Phelps June 2005 - August 2005
Skills
Corporate Finance, Financial Modeling, Telecommunications, Mergers & Acquisitions, Investments, Finance
Education
University of the Witwatersrand 2006 — 2006
Exchange Student
The University of Chicago Booth School of Business 2004 — 2006
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Florida Agricultural and Mechanical University
Bachelor's degree, Accounting
John Imperiale's Duff & Phelps Experience August 2010 - Present
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2010 - Present
Bryant Park Capital September 2009 - March 2010
SMART Business Advisory and Consulting November 2005 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Capital Markets, Mergers, Investments, Hedge Funds, Alternative Investments, Derivatives, Equity Research, Private Equity, Equities, Fixed Income, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Villanova University 2000 — 2004
BBA, Accounting, Finance
Chaminade High School 1996 — 2000
High School
Duff & Phelps August 2010 - Present
Bryant Park Capital September 2009 - March 2010
SMART Business Advisory and Consulting November 2005 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Capital Markets, Mergers, Investments, Hedge Funds, Alternative Investments, Derivatives, Equity Research, Private Equity, Equities, Fixed Income, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Finance
Villanova University 2000 — 2004
BBA, Accounting, Finance
Chaminade High School 1996 — 2000
High School
Monica Radu, CPA, CFA's Duff & Phelps Experience 1999 - 2002
Job Accounting Advisory
Industry Accounting
Experience
PwC 2014 - Present
Logos Christian Academy 2013 - 2014
Allstate 2007 - 2013
Hospira 2003 - 2007
Duff & Phelps 1999 - 2002
Skills
Internal Controls, Derivatives, SEC filings, Investments, Fair Value, Accounting Policy, Financial Instruments, Convertible Securities, Transaction Advisory...
Education
DePaul University 1997 — 1999
Bachelor of Commerce (B.Com.), Accounting and Finance, 3.98
PwC 2014 - Present
Logos Christian Academy 2013 - 2014
Allstate 2007 - 2013
Hospira 2003 - 2007
Duff & Phelps 1999 - 2002
Skills
Internal Controls, Derivatives, SEC filings, Investments, Fair Value, Accounting Policy, Financial Instruments, Convertible Securities, Transaction Advisory...
Education
DePaul University 1997 — 1999
Bachelor of Commerce (B.Com.), Accounting and Finance, 3.98
Jennifer M. Burnett's Duff & Phelps Experience April 2011 - March 2013
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2011 - March 2013
Duff and Phelps, LLC September 2007 - April 2011
Standard & Poor's 2002 - 2007
Pricewaterhouse Coopers 2000 - 2001
Skills
Valuation, Real Estate
Education
Drexel University 1995 — 2000
B.S., Business Administration, Concentrations: Finance & Marketing
Duff & Phelps April 2011 - March 2013
Duff and Phelps, LLC September 2007 - April 2011
Standard & Poor's 2002 - 2007
Pricewaterhouse Coopers 2000 - 2001
Skills
Valuation, Real Estate
Education
Drexel University 1995 — 2000
B.S., Business Administration, Concentrations: Finance & Marketing
Marvin Flewellen, CFA's Duff & Phelps Experience January 1994 - November 2000
Job Senior Director at INVESCO
Industry Investment Management
Experience
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
INVESCO Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps January 1994 - November 2000
Northern Trust Global Investments June 1985 - January 1994
Northern Trust Asset Management 1985 - 1994
Education
The University of Chicago 1988 — 1990
MBA, Financial Management
DePauw University 1981 — 1985
Brian Standig's Duff & Phelps Experience November 2013 - November 2014
Job Vice President at Macquarie Credit Management Inc
Industry Financial Services
Experience
Macquarie Group November 2014 - Present
Duff & Phelps November 2013 - November 2014
Macquarie Bank November 2010 - November 2013
Macquarie Bank April 2010 - November 2010
MacKay Shields October 2009 - April 2010
Ramius Capital Group October 2007 - July 2009
Ramius Capital Group October 2005 - October 2007
Morgan Stanley Investment Management February 2003 - October 2005
Dow Jones June 2001 - February 2003
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Equity Research, Valuation, Trading, Financial Modeling, Securities, Capital Markets, Asset Managment, CMBS, Bank Loans, CRE Whole Loans, Trepp, CMBX, ABX, CDX, CDS
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts, Economics
West Hempstead High School 1993 — 1997
Regents Diploma
Macquarie Group November 2014 - Present
Duff & Phelps November 2013 - November 2014
Macquarie Bank November 2010 - November 2013
Macquarie Bank April 2010 - November 2010
MacKay Shields October 2009 - April 2010
Ramius Capital Group October 2007 - July 2009
Ramius Capital Group October 2005 - October 2007
Morgan Stanley Investment Management February 2003 - October 2005
Dow Jones June 2001 - February 2003
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Equity Research, Valuation, Trading, Financial Modeling, Securities, Capital Markets, Asset Managment, CMBS, Bank Loans, CRE Whole Loans, Trepp, CMBX, ABX, CDX, CDS
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts, Economics
West Hempstead High School 1993 — 1997
Regents Diploma
Salim Vagh's Duff & Phelps Experience July 2014 - Present
Job Vice President at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps July 2014 - Present
Skills
Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Transfer Pricing, Valuation, Business Valuation, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Business Strategy, Internal Controls, Financial Reporting, Management Consulting, Finance, Data Analysis, Strategy
Education
GEORGIA INSTITUTE OF TECHNOLOGY, Scheller College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Emory University 2001 — 2005
BA, Mathematics/Economics
Duff & Phelps July 2014 - Present
Skills
Analysis, Corporate Finance, Financial Analysis, Financial Modeling, Transfer Pricing, Valuation, Business Valuation, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Business Strategy, Internal Controls, Financial Reporting, Management Consulting, Finance, Data Analysis, Strategy
Education
GEORGIA INSTITUTE OF TECHNOLOGY, Scheller College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Emory University 2001 — 2005
BA, Mathematics/Economics
Susan O’Dea's Duff & Phelps Experience March 1989 - March 1999
Job Retired Executive Assistant at Chicago Tube and Iron
Industry Wholesale
Experience
Chicago Tube and Iron 1999 - 2015
Duff & Phelps March 1989 - March 1999
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Inventory Management
Education
DePaul University 1995 — 1999
BA, Investing/Finance
Chicago Tube and Iron 1999 - 2015
Duff & Phelps March 1989 - March 1999
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Inventory Management
Education
DePaul University 1995 — 1999
BA, Investing/Finance
Tom Duffy's Duff & Phelps Experience August 2011 - April 2014
Job CFO at The Vistria Group
Industry Financial Services
Experience
The Vistria Group August 2013 - Present
Duff & Phelps August 2011 - April 2014
Madison Dearborn Partners September 2005 - July 2011
Deloitte & Touche September 2003 - September 2005
Education
DePaul University 1999 — 2003
BS, Accounting
Libertyville High School 1995 — 1999
The Vistria Group August 2013 - Present
Duff & Phelps August 2011 - April 2014
Madison Dearborn Partners September 2005 - July 2011
Deloitte & Touche September 2003 - September 2005
Education
DePaul University 1999 — 2003
BS, Accounting
Libertyville High School 1995 — 1999
Ray Peng's Duff & Phelps Experience July 2012 - April 2014
Job Associate at Emerald Capital Advisors
Industry Financial Services
Experience
Emerald Capital Advisors April 2014 - Present
Duff & Phelps July 2012 - April 2014
Skills
Equity Research, Investment Banking, Capital IQ, Quantitative Analytics, Corporate Finance, Bloomberg, Equity Valuation, DCF, Economics, Data Analysis, Microsoft Excel, Valuation, Capital Markets, Financial Analysis, Investments, Bankruptcy, Debt Restructuring, Creditor Representation
Education
Dartmouth College 2008 — 2012
B.A.
American Heritage School 2004 — 2008
Emerald Capital Advisors April 2014 - Present
Duff & Phelps July 2012 - April 2014
Skills
Equity Research, Investment Banking, Capital IQ, Quantitative Analytics, Corporate Finance, Bloomberg, Equity Valuation, DCF, Economics, Data Analysis, Microsoft Excel, Valuation, Capital Markets, Financial Analysis, Investments, Bankruptcy, Debt Restructuring, Creditor Representation
Education
Dartmouth College 2008 — 2012
B.A.
American Heritage School 2004 — 2008
Skip Victor's Duff & Phelps Experience November 2006 - Present
Job Managing Director at Balmoral Advisors
Industry Investment Management
Experience
Duff & Phelps November 2006 - Present
Education
Harvard University 2012 — 2012
Fellow
Anderson School at UCLA
MBA, Strategy
Cornell University
AB, Economics
Duff & Phelps November 2006 - Present
Education
Harvard University 2012 — 2012
Fellow
Anderson School at UCLA
MBA, Strategy
Cornell University
AB, Economics
Klaris Tamazian's Duff & Phelps Experience 2002 - 2003
Job Director, Corporate Events at HighTower
Industry Financial Services
Experience
HighTower February 2010 - Present
Calamos Investments April 2003 - November 2007
Duff & Phelps 2002 - 2003
Axsys Technologies 1997 - 2000
Skills
QuickBooks, Office Management, Event Planning, Outlook, Microsoft Excel, Visio, Microsoft Office, Training, Budgets, Microsoft Word, Marketing, Public Speaking, Insurance, Leadership, Management, Human Resources, Financial Services
Education
DePaul University 2006 — 2007
CFP Candidate
Illinois Institute of Technology 2004 — 2004
Bergen College 1995 — 1997
Completed courses for Associate Degree
HighTower February 2010 - Present
Calamos Investments April 2003 - November 2007
Duff & Phelps 2002 - 2003
Axsys Technologies 1997 - 2000
Skills
QuickBooks, Office Management, Event Planning, Outlook, Microsoft Excel, Visio, Microsoft Office, Training, Budgets, Microsoft Word, Marketing, Public Speaking, Insurance, Leadership, Management, Human Resources, Financial Services
Education
DePaul University 2006 — 2007
CFP Candidate
Illinois Institute of Technology 2004 — 2004
Bergen College 1995 — 1997
Completed courses for Associate Degree
Vivek Thaker, MBA, CFA's Duff & Phelps Experience 2009 - 2011
Job Finance Professional at PepsiCo
Industry Financial Services
Experience
PepsiCo 2013 - Present
Oppenheimer & Co. 2011 - 2012
Duff & Phelps 2009 - 2011
Booz Allen Hamilton 2002 - 2007
Skills
Valuation, Project Management, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Risk Management, Private Equity, Finance, Corporate Finance, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Strategy
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance and Strategy
University of Maryland College Park
B.S., Electrical Engineering
University of Maryland College Park
B.A., Economics
PepsiCo 2013 - Present
Oppenheimer & Co. 2011 - 2012
Duff & Phelps 2009 - 2011
Booz Allen Hamilton 2002 - 2007
Skills
Valuation, Project Management, Due Diligence, Financial Analysis, Investment Banking, Capital Markets, Financial Modeling, Risk Management, Private Equity, Finance, Corporate Finance, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Strategy
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance and Strategy
University of Maryland College Park
B.S., Electrical Engineering
University of Maryland College Park
B.A., Economics
Joel Szekel's Duff & Phelps Experience July 2007 - June 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company October 2014 - Present
McKinsey & Company June 2013 - August 2013
Duff & Phelps July 2007 - June 2012
Skills
DCF, Valuation, Equity Valuation, Financial Modeling, Private Equity, Business Valuation, Capital IQ, Intangible Assets, Equity Research, Hedge Funds, Corporate Finance, Alternative Investments, Equities, Fund Of Funds, Purchase Price...
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Accounting
Bain & Company October 2014 - Present
McKinsey & Company June 2013 - August 2013
Duff & Phelps July 2007 - June 2012
Skills
DCF, Valuation, Equity Valuation, Financial Modeling, Private Equity, Business Valuation, Capital IQ, Intangible Assets, Equity Research, Hedge Funds, Corporate Finance, Alternative Investments, Equities, Fund Of Funds, Purchase Price...
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance, Accounting
Philip Wisler's Duff & Phelps Experience October 2005 - March 2012
Job Managing Director at Alvarez & Marsal Valuation Services, LLC
Industry Financial Services
Experience
Alvarez & Marsal Valuation Services, LLC September 2012 - Present
Duff & Phelps October 2005 - March 2012
Standard & Poor's Corporate Value Consulting September 2001 - October 2005
Skills
Fairness Opinions, Solvency Opinions, Valuation, Litigation Support, Financial Modeling, Corporate Finance, Private Equity, Mergers, Equity Valuation, Intangible Assets, DCF, Financial Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science in Economics, Accounting and Finance
Drexel University - College of Business and Administration 1990 — 1993
Masters of Business Administration, Accounting and Finance
Alvarez & Marsal Valuation Services, LLC September 2012 - Present
Duff & Phelps October 2005 - March 2012
Standard & Poor's Corporate Value Consulting September 2001 - October 2005
Skills
Fairness Opinions, Solvency Opinions, Valuation, Litigation Support, Financial Modeling, Corporate Finance, Private Equity, Mergers, Equity Valuation, Intangible Assets, DCF, Financial Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science in Economics, Accounting and Finance
Drexel University - College of Business and Administration 1990 — 1993
Masters of Business Administration, Accounting and Finance
David Althoff's Duff & Phelps Experience 1997 - Present
Job Co Head of Industrials M&A at Duff & Phelps with Expertise in Middle Market Distribution Sector
Industry Investment Banking
Experience
Duff & Phelps 1997 - Present
Harris Bank 1991 - 1997
Scotiabank 1989 - 1991
Skills
LBO, Business Valuation, Valuation, Recapitalizations, Private Equity, Private Placements, Mergers & Acquisitions, Divestitures, Corporate Finance, Buyouts, Financial Modeling, Leveraged Finance, Due Diligence, Investment Banking, Middle Market, Venture Capital, Corporate Development, Mezzanine, Capital Markets, Mergers, Capital, Financial Structuring, DCF, Capital Raising
Education
Drake University 1987 — 1988
MBA
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Finance
Duff & Phelps 1997 - Present
Harris Bank 1991 - 1997
Scotiabank 1989 - 1991
Skills
LBO, Business Valuation, Valuation, Recapitalizations, Private Equity, Private Placements, Mergers & Acquisitions, Divestitures, Corporate Finance, Buyouts, Financial Modeling, Leveraged Finance, Due Diligence, Investment Banking, Middle Market, Venture Capital, Corporate Development, Mezzanine, Capital Markets, Mergers, Capital, Financial Structuring, DCF, Capital Raising
Education
Drake University 1987 — 1988
MBA
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
BBA, Finance
Scott Van Gilder's Duff & Phelps Experience December 1993 - April 1997
Job Business Systems Analyst/Designer at The Options Clearing Corporation
Industry Financial Services
Experience
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
The Options Clearing Corporation January 2011 - Present
Tarrant County March 2010 - February 2011
UBS Global Asset Management December 2008 - June 2009
William Blair & Company July 2007 - November 2008
Townsend Analytics November 2001 - March 2007
Trading Technologies June 2000 - October 2001
Piton Capital Management December 1999 - May 2000
The Burridge Group April 1997 - November 1999
Duff & Phelps December 1993 - April 1997
Merrill Lynch December 1992 - September 1993
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 1999
MBA, International Business
Indiana State University 1988 — 1992
BS, Finance
Richard Cagney's Duff & Phelps Experience May 1985 - May 1995
Job Managing Director KBW
Industry Insurance
Experience
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
KBW January 2015 - Present
Cagney Research Group Inc. November 2007 - January 2015
Cochran Caronia Waller December 1997 - September 2007
BMO Nesbitt Burns May 1995 - August 1997
Duff & Phelps May 1985 - May 1995
Xerox Computer Services - Division of Xerox May 1983 - May 1985
Skills
Private Equity, Portfolio Management, Reinsurance, Valuation, Financial Modeling, Insurance, Equities, Corporate Finance, Underwriting, Investment Banking, Professional Liability, Property & Casualty..., Banking, Brokers, Capital Markets, Captives, Due Diligence, D, Employment Practices..., Claim, Enterprise Risk..., Executive Management, Excess, Financial Services, Hedge Funds, Fixed Income, Leadership, Investments, Market Research, Management, Mutual Funds, Mergers, Risk Management, Securities, Workers Compensation, Financial Risk, Strategic Leadership, Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
MBA, Finance and Marketing
Xavier University 1968 — 1973
BSBA, Business Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Xavier University - Williams College of Business 1968 — 1972
BSBA, Management
Daniel Eliades's Duff & Phelps Experience March 2012 - Present
Job Vice President at Duff & Phelps
Industry Computer Software
Experience
Duff & Phelps March 2012 - Present
Duff & Phelps November 2007 - March 2012
Skills
Microsoft SQL Server, Data Warehousing, Software Development, .NET, C#, WCF, Agile Methodologies, SharePoint, WPF, Web Services, Integration
Education
Stevens Institute of Technology
Master's degree, Computer Science
Fairleigh Dickinson University
Stevens Institute of Technology
Duff & Phelps March 2012 - Present
Duff & Phelps November 2007 - March 2012
Skills
Microsoft SQL Server, Data Warehousing, Software Development, .NET, C#, WCF, Agile Methodologies, SharePoint, WPF, Web Services, Integration
Education
Stevens Institute of Technology
Master's degree, Computer Science
Fairleigh Dickinson University
Stevens Institute of Technology
Michael Fortino's Duff & Phelps Experience June 2011 - June 2012
Job Analyst at Deutsche Bank Securities Inc.
Industry Banking
Experience
Deutsche Bank March 2013 - Present
Duff & Phelps June 2011 - June 2012
Skills
Bloomberg, Capital IQ, Share Repurchase, Convertible Bonds, Options Strategies, Thompson One, Structured Products, Mandatory Convertible..., Equity Research, Restructuring, Financial Modeling
Education
Cornell University 2007 — 2011
Bachelor of Science (B.Sc.), Finance, General, 3.9 Major GPA, 3.8 Cumulative GPA
Deutsche Bank March 2013 - Present
Duff & Phelps June 2011 - June 2012
Skills
Bloomberg, Capital IQ, Share Repurchase, Convertible Bonds, Options Strategies, Thompson One, Structured Products, Mandatory Convertible..., Equity Research, Restructuring, Financial Modeling
Education
Cornell University 2007 — 2011
Bachelor of Science (B.Sc.), Finance, General, 3.9 Major GPA, 3.8 Cumulative GPA
Steve Fischbach's Duff & Phelps Experience 1992 - 1995
Job President and CEO at Safecor Health, LLC
Industry Pharmaceuticals
Experience
Safecor Health, LLC Senior Vice PresidentCardinal HealthJune 1995 - September 2007
Duff and Phelps Capital June 1992 - June 1995
Duff & Phelps 1992 - 1995
Arthur Andersen & Co. June 1989 - June 1992
Skills
Process Improvement, Mergers, Managed Care, Pharmaceutical Industry, Consulting, Healthcare, Product Launch, Strategic Planning, Project Management, Business Development, Cross-functional Team..., Medical Devices, Pharmaceutical Sales, Healthcare Management, Hospitals, Mergers & Acquisitions, Product Development, Auditing, Healthcare Information..., Leadership, Account Management, Team Building, New Business Development, Healthcare Industry, Management, Strategy, Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Masters of Management, Marketing, Finance
DePauw University 1985 — 1989
B.A., Economics
Safecor Health, LLC Senior Vice PresidentCardinal HealthJune 1995 - September 2007
Duff and Phelps Capital June 1992 - June 1995
Duff & Phelps 1992 - 1995
Arthur Andersen & Co. June 1989 - June 1992
Skills
Process Improvement, Mergers, Managed Care, Pharmaceutical Industry, Consulting, Healthcare, Product Launch, Strategic Planning, Project Management, Business Development, Cross-functional Team..., Medical Devices, Pharmaceutical Sales, Healthcare Management, Hospitals, Mergers & Acquisitions, Product Development, Auditing, Healthcare Information..., Leadership, Account Management, Team Building, New Business Development, Healthcare Industry, Management, Strategy, Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Masters of Management, Marketing, Finance
DePauw University 1985 — 1989
B.A., Economics
Timothy G Mihok tmihok.tm@gmail.com's Duff & Phelps Experience September 1988 - February 1992
Job Investment Professional
Industry Financial Services
Experience
Bloomberg May 1992 - July 2009
Duff & Phelps September 1988 - February 1992
Wisconsin Power & Light January 1980 - September 1988
Skills
Microsoft Office, Excel Expert, Word,..., Equities, Investments, Excel, Customer Relations, Securities, Asset Management, Portfolio Management, Debt, Industry Analysis, Bloomberg, Mutual Funds, Risk Management, Due Diligence, Risk, Banking, Research, Pricing, Strategic Planning, Negotiation, Market Analysis, Valuation, Financial Modeling, Problem Solving, Product Development, Structuring, New Business Development, Financial Analysis, Bloomberg Terminal, Credit, Analysis, Financial Markets, Alternative Investments, Equity Research, Trading, Capital Markets, Asset Allocation, Wealth Management, Corporate Finance, Investment Banking, Credit Analysis, Private Equity, Factset, Emerging Markets, Investment Strategies, Financial Reporting, Financial Planning, Economics, Access
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Fordham University 1973 — 1977
BA, Political Economy
St Augustine Prep 1969 — 1973
High School Dipolma, College Prep
Bloomberg May 1992 - July 2009
Duff & Phelps September 1988 - February 1992
Wisconsin Power & Light January 1980 - September 1988
Skills
Microsoft Office, Excel Expert, Word,..., Equities, Investments, Excel, Customer Relations, Securities, Asset Management, Portfolio Management, Debt, Industry Analysis, Bloomberg, Mutual Funds, Risk Management, Due Diligence, Risk, Banking, Research, Pricing, Strategic Planning, Negotiation, Market Analysis, Valuation, Financial Modeling, Problem Solving, Product Development, Structuring, New Business Development, Financial Analysis, Bloomberg Terminal, Credit, Analysis, Financial Markets, Alternative Investments, Equity Research, Trading, Capital Markets, Asset Allocation, Wealth Management, Corporate Finance, Investment Banking, Credit Analysis, Private Equity, Factset, Emerging Markets, Investment Strategies, Financial Reporting, Financial Planning, Economics, Access
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Fordham University 1973 — 1977
BA, Political Economy
St Augustine Prep 1969 — 1973
High School Dipolma, College Prep
Karen Glazener's Duff & Phelps Experience September 2013 - Present
Job Analyst, Property Tax at Duff & Phelps
Industry Computer & Network Security
Experience
Duff & Phelps September 2013 - Present
Avaya October 2011 - June 2013
Sipera Systems (acquired by Avaya, Inc.) April 2005 - October 2011
Various Employment Agencies 2000 - 2004
Northern Marianas College 1997 - 1999
Skills
Human Resources, Benefits Administration, Vendor Management, Facilities Management, Executive Support, Travel Management, Microsoft Office, Ariba, Project Coordination, Expense Budget..., Budget Reconciliation, Purchasing Processes, Procurement, IT Procurement, Administrative..., TCP/IP, Avaya, Network Security, Enterprise Software, Networking, Unified Communications, Troubleshooting, Telephony, Telecommunications, Project Management, Mobile Devices, Security, SaaS, Cloud Computing, Managed Services, VoIP, Video Conferencing, Product Management, Product Marketing, IP, Team Leadership, Solution Selling, Management, Leadership, Professional Services, Routing, Wireless
Education
Dallas County Community College
General Studies
Grand Prairie High School
Diploma
Duff & Phelps September 2013 - Present
Avaya October 2011 - June 2013
Sipera Systems (acquired by Avaya, Inc.) April 2005 - October 2011
Various Employment Agencies 2000 - 2004
Northern Marianas College 1997 - 1999
Skills
Human Resources, Benefits Administration, Vendor Management, Facilities Management, Executive Support, Travel Management, Microsoft Office, Ariba, Project Coordination, Expense Budget..., Budget Reconciliation, Purchasing Processes, Procurement, IT Procurement, Administrative..., TCP/IP, Avaya, Network Security, Enterprise Software, Networking, Unified Communications, Troubleshooting, Telephony, Telecommunications, Project Management, Mobile Devices, Security, SaaS, Cloud Computing, Managed Services, VoIP, Video Conferencing, Product Management, Product Marketing, IP, Team Leadership, Solution Selling, Management, Leadership, Professional Services, Routing, Wireless
Education
Dallas County Community College
General Studies
Grand Prairie High School
Diploma
Anthony Amitrano's Duff & Phelps Experience April 2008 - Present
Job Global Head of Tax at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2008 - Present
Ernst & Young 1999 - 2008
Skills
Due Diligence, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Business Valuation, Private Equity, SEC filings, Sarbanes-Oxley Act, Restructuring, Financial Reporting, US GAAP, Accounting, Auditing
Education
Fordham Gabelli School of Business 1997 — 1999
MBA /MS Tax, Accounting and Tax
Lehigh University - College of Business and Economics 1991 — 1995
BS, Finance
Seton Hall Prep
Duff & Phelps April 2008 - Present
Ernst & Young 1999 - 2008
Skills
Due Diligence, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Business Valuation, Private Equity, SEC filings, Sarbanes-Oxley Act, Restructuring, Financial Reporting, US GAAP, Accounting, Auditing
Education
Fordham Gabelli School of Business 1997 — 1999
MBA /MS Tax, Accounting and Tax
Lehigh University - College of Business and Economics 1991 — 1995
BS, Finance
Seton Hall Prep
Vernell Durand's Duff & Phelps Experience May 2008 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2008 - Present
UPS 2007 - 2008
AIG 2006 - 2007
Skills
Financial Analysis, Account Reconciliation, Analysis, Forecasting, Variance Analysis, Budgets, Corporate Finance, Auditing, Fixed Assets, Access, Data Analysis, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2010
Masters, Accounting
Tampa College 1994 — 1996
MBA, Business/Human Resources
Tampa College 1991 — 1994
BA, Business
Duff & Phelps May 2008 - Present
UPS 2007 - 2008
AIG 2006 - 2007
Skills
Financial Analysis, Account Reconciliation, Analysis, Forecasting, Variance Analysis, Budgets, Corporate Finance, Auditing, Fixed Assets, Access, Data Analysis, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2010
Masters, Accounting
Tampa College 1994 — 1996
MBA, Business/Human Resources
Tampa College 1991 — 1994
BA, Business
James Donehey's Duff & Phelps Experience October 1984 - February 1987
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Capital One November 1994 - February 2001
Goldman Sachs February 1987 - November 1994
Duff & Phelps October 1984 - February 1987
LaSalle Partners February 1984 - September 1984
Skills
SQL, Analysis, Business Analysis, Program Management, Integration, Microsoft Excel, Requirements Analysis, ITIL, SDLC, Business Intelligence, Software Development, Customer Service, IT Strategy, Management, Enterprise Architecture, IT Management, Project Portfolio..., Change Management, Process Improvement, Disaster Recovery, PMO, Business Process, Governance, Vendor Management, Outsourcing, Cloud Computing
Education
University of Utah - David Eccles School of Business 1972 — 1975
MBA, Marketing & Finanance
Northern Illinois University 1969 — 1971
BS, Industrial Personnel Supervision
Elgin Community College 1967 — 1967
AS, Drafting & Design Technology
Capital One November 1994 - February 2001
Goldman Sachs February 1987 - November 1994
Duff & Phelps October 1984 - February 1987
LaSalle Partners February 1984 - September 1984
Skills
SQL, Analysis, Business Analysis, Program Management, Integration, Microsoft Excel, Requirements Analysis, ITIL, SDLC, Business Intelligence, Software Development, Customer Service, IT Strategy, Management, Enterprise Architecture, IT Management, Project Portfolio..., Change Management, Process Improvement, Disaster Recovery, PMO, Business Process, Governance, Vendor Management, Outsourcing, Cloud Computing
Education
University of Utah - David Eccles School of Business 1972 — 1975
MBA, Marketing & Finanance
Northern Illinois University 1969 — 1971
BS, Industrial Personnel Supervision
Elgin Community College 1967 — 1967
AS, Drafting & Design Technology
Kim Abello's Duff & Phelps Experience February 2003 - September 2009
Job National ESOP Director, Wells Fargo ESOP Advisory
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Jennifer Culp's Duff & Phelps Experience July 1988 - May 2006
Job Benefits & Wellness
Industry Human Resources
Experience
Schiff Hardin, LLP November 2008 - April 2013
Associates in Sleep Medicine May 2006 - December 2007
Duff & Phelps, LLC June 1996 - May 2006
Duff & Phelps July 1988 - May 2006
Duff & Phelps Corporation May 1989 - June 1996
Phelps Corporation July 1988 - April 1989
MONY Financial Services April 1986 - July 1988
Skills
Mergers, Employee Benefits, Human Resources, Training, Onboarding, Mergers & Acquisitions, New Hire Orientations, Payroll, HRIS
Education
DePaul University
Liberal Arts
American Professional Bartending School
Schiff Hardin, LLP November 2008 - April 2013
Associates in Sleep Medicine May 2006 - December 2007
Duff & Phelps, LLC June 1996 - May 2006
Duff & Phelps July 1988 - May 2006
Duff & Phelps Corporation May 1989 - June 1996
Phelps Corporation July 1988 - April 1989
MONY Financial Services April 1986 - July 1988
Skills
Mergers, Employee Benefits, Human Resources, Training, Onboarding, Mergers & Acquisitions, New Hire Orientations, Payroll, HRIS
Education
DePaul University
Liberal Arts
American Professional Bartending School
Stephen Burt's Duff & Phelps Experience 2010 - Present
Job Global Head of Mergers and Acquisitions at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps 2010 - Present
Duff & Phelps 1993 - 2010
Harris Bank 1987 - 1993
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Services, Corporate Development, Valuation, Restructuring, Middle Market, Private Placements, Private Equity, Due Diligence, Portfolio Management, Buyouts, Securities, Divestitures, Financial Modeling, Debt & Equity Capital..., Capital Markets, Equities, Financial Analysis, Alternative Investments, Business Valuation, Finance, Investments, Leveraged Finance, LBO, Mergers, M&A experience, Credit, Venture Capital
Education
DePaul University
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University Bloomington
Bachelor's Degree, Accounting and Finance
Duff & Phelps 2010 - Present
Duff & Phelps 1993 - 2010
Harris Bank 1987 - 1993
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Services, Corporate Development, Valuation, Restructuring, Middle Market, Private Placements, Private Equity, Due Diligence, Portfolio Management, Buyouts, Securities, Divestitures, Financial Modeling, Debt & Equity Capital..., Capital Markets, Equities, Financial Analysis, Alternative Investments, Business Valuation, Finance, Investments, Leveraged Finance, LBO, Mergers, M&A experience, Credit, Venture Capital
Education
DePaul University
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University Bloomington
Bachelor's Degree, Accounting and Finance
Danny Meisner's Duff & Phelps Experience January 2013 - Present
Job Vice President, HR Systems at Duff & Phelps
Industry Nonprofit Organization Management
Experience
Duff & Phelps January 2013 - Present
Save the Children November 2008 - January 2013
Integro Insurance Brokers January 2006 - October 2008
Hudson Stage Company January 2004 - December 2005
Marsh and McLennan April 1989 - December 2003
Skills
Applicant Tracking..., HRIS, Deferred Compensation, Organizational..., Talent Acquisition, Employee Relations, Recruiting, Employee Benefits, ADP Payroll, Workforce Planning, HR Policies, Change Management, Benefits Administration, Employee Engagement, Policy, Talent Management, Performance Management, Succession Planning, Cornerstone, taleo, Taleo, Employee Training, Strategy, Payroll, Management
Education
Fordham University 1994 — 1996
BS, Computer Science
Duff & Phelps January 2013 - Present
Save the Children November 2008 - January 2013
Integro Insurance Brokers January 2006 - October 2008
Hudson Stage Company January 2004 - December 2005
Marsh and McLennan April 1989 - December 2003
Skills
Applicant Tracking..., HRIS, Deferred Compensation, Organizational..., Talent Acquisition, Employee Relations, Recruiting, Employee Benefits, ADP Payroll, Workforce Planning, HR Policies, Change Management, Benefits Administration, Employee Engagement, Policy, Talent Management, Performance Management, Succession Planning, Cornerstone, taleo, Taleo, Employee Training, Strategy, Payroll, Management
Education
Fordham University 1994 — 1996
BS, Computer Science
Bing He's Duff & Phelps Experience December 2008 - March 2010
Job Tax Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown March 2014 - Present
Walsh & Borresen January 2013 - February 2014
Walsh & Borresen March 2010 - December 2012
Duff & Phelps December 2008 - March 2010
Education
East Tennessee State University 2002 — 2005
Master of Business Administration (MBA)
East Tennessee State University 2002 — 2005
Master of Accounting
WithumSmith+Brown March 2014 - Present
Walsh & Borresen January 2013 - February 2014
Walsh & Borresen March 2010 - December 2012
Duff & Phelps December 2008 - March 2010
Education
East Tennessee State University 2002 — 2005
Master of Business Administration (MBA)
East Tennessee State University 2002 — 2005
Master of Accounting
Beau Sheil's Duff & Phelps Experience May 2011 - Present
Job Transfer Pricing Consultant │Project Manager
Industry Management Consulting
Experience
Duff & Phelps May 2011 - Present
BDO USA, LLP October 2005 - May 2011
Skills
Transfer Pricing, Due Diligence, Business Valuation, International Tax, Valuation, Economics, Financial Analysis, Restructuring, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Accounting
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Lehigh University 2000 — 2004
BA, Economics & International Relations
Duff & Phelps May 2011 - Present
BDO USA, LLP October 2005 - May 2011
Skills
Transfer Pricing, Due Diligence, Business Valuation, International Tax, Valuation, Economics, Financial Analysis, Restructuring, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Accounting
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Lehigh University 2000 — 2004
BA, Economics & International Relations
Ryan Kinahan's Duff & Phelps Experience March 2007 - October 2012
Job Managing Director at RK Valuation Advisory LLC
Industry Financial Services
Experience
RK Valuation Advisory LLC 2015 - Present
Hymans Asset Management April 2013 - 2015
Duff & Phelps March 2007 - October 2012
Elon University 2006 - 2007
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Fixed Assets, Business Valuation, Finance, Purchase Price..., Asset Management, Appraisals, Real Estate, Portfolio Management, Corporate Finance, Commercial Real Estate, Spanish, International Business, Property & Casualty..., Business Strategy
Education
Elon University 2003 — 2007
Bachelor of Science, Cum Laude
Universidad del Pacífico (PE)
Governor's School
RK Valuation Advisory LLC 2015 - Present
Hymans Asset Management April 2013 - 2015
Duff & Phelps March 2007 - October 2012
Elon University 2006 - 2007
Skills
Valuation, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Fixed Assets, Business Valuation, Finance, Purchase Price..., Asset Management, Appraisals, Real Estate, Portfolio Management, Corporate Finance, Commercial Real Estate, Spanish, International Business, Property & Casualty..., Business Strategy
Education
Elon University 2003 — 2007
Bachelor of Science, Cum Laude
Universidad del Pacífico (PE)
Governor's School
Keith Gray's Duff & Phelps Experience September 2013 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - August 2013
Lincoln International June 2009 - August 2009
U.S. Equities Realty June 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
Cornell University 1999 — 2003
Bacheor of Arts, Mathematics & Economics
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - August 2013
Lincoln International June 2009 - August 2009
U.S. Equities Realty June 2003 - July 2008
Education
The University of Chicago Booth School of Business 2008 — 2010
Cornell University 1999 — 2003
Bacheor of Arts, Mathematics & Economics
Peter Rosecrans's Duff & Phelps Experience February 2014 - Present
Job Vice President at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps February 2014 - Present
Duff & Phelps July 2011 - February 2014
Watkins Meegan LLC July 2010 - July 2011
Watkins Meegan LLC September 2008 - June 2010
Dubinsky & Company 2007 - 2007
Skills
Forensic Accounting, Litigation Support, Tax, Financial Reporting, Auditing, US GAAP, Internal Controls, Strategic Analytics, SEC filings, Audit, Income Tax, Tax Shelters, Expert Reports, Valuation, Financial Analysis
Education
Elon University 2004 — 2008
BS, Accounting
Duff & Phelps February 2014 - Present
Duff & Phelps July 2011 - February 2014
Watkins Meegan LLC July 2010 - July 2011
Watkins Meegan LLC September 2008 - June 2010
Dubinsky & Company 2007 - 2007
Skills
Forensic Accounting, Litigation Support, Tax, Financial Reporting, Auditing, US GAAP, Internal Controls, Strategic Analytics, SEC filings, Audit, Income Tax, Tax Shelters, Expert Reports, Valuation, Financial Analysis
Education
Elon University 2004 — 2008
BS, Accounting
Fatima Baez's Duff & Phelps Experience January 2007 - June 2008
Job Accounting Professional
Industry Food & Beverages
Experience
Technologist Sr. TechnicianMondelēz InternationalOctober 2010 - Present
Duff & Phelps January 2007 - June 2008
EasyLink Services September 1997 - December 2006
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Bookkeeping, Financial Accounting, Accounts Receivable, Journal Entries, Budgets, Finance, Financial Statements
Education
DeVry University
Universidad Autonoma de Santod Dominngo
Technologist Sr. TechnicianMondelēz InternationalOctober 2010 - Present
Duff & Phelps January 2007 - June 2008
EasyLink Services September 1997 - December 2006
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Bookkeeping, Financial Accounting, Accounts Receivable, Journal Entries, Budgets, Finance, Financial Statements
Education
DeVry University
Universidad Autonoma de Santod Dominngo
Tamara George's Duff & Phelps Experience 2008 - Present
Job Executive Assistant/Office Administrator at Duff & Phelps, LLC
Industry Investment Banking
Experience
Duff & Phelps 2008 - Present
Skills
Administrative..., Office Management, Microsoft Excel, Microsoft Word, SharePoint, Outlook, PowerPoint, System Administration, Microsoft Office, Time Management, Human Resources, Customer Service, Financial Analysis, Management, Budgets, Accounting
Education
El Centro College
Executive Assistant/Executive Secretary
Duff & Phelps 2008 - Present
Skills
Administrative..., Office Management, Microsoft Excel, Microsoft Word, SharePoint, Outlook, PowerPoint, System Administration, Microsoft Office, Time Management, Human Resources, Customer Service, Financial Analysis, Management, Budgets, Accounting
Education
El Centro College
Executive Assistant/Executive Secretary
Zachary Held's Duff & Phelps Experience July 2014 - Present
Job Analyst Transfer Pricing at Duff & Phelps
Industry Higher Education
Experience
Duff & Phelps July 2014 - Present
Emory University August 2010 - May 2014
Pontevedra Biofuels, LLC May 2012 - August 2012
Raybin Management May 2011 - January 2012
Camp Gan Israel June 2010 - August 2011
The Westmore News September 2009 - May 2010
Skills
Research, PowerPoint, Microsoft Office, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Customer Service, Public Speaking, Fundraising, Non-profits, Teamwork, Data Analysis, Transfer Pricing
Education
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University 2010 — 2014
Blind Brook High School 2007 — 2010
High School Diploma
Duff & Phelps July 2014 - Present
Emory University August 2010 - May 2014
Pontevedra Biofuels, LLC May 2012 - August 2012
Raybin Management May 2011 - January 2012
Camp Gan Israel June 2010 - August 2011
The Westmore News September 2009 - May 2010
Skills
Research, PowerPoint, Microsoft Office, Social Media Marketing, Microsoft Excel, Microsoft Word, Event Planning, Social Media, Customer Service, Public Speaking, Fundraising, Non-profits, Teamwork, Data Analysis, Transfer Pricing
Education
Emory University - Goizueta Business School 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Emory University 2010 — 2014
Blind Brook High School 2007 — 2010
High School Diploma
Theresa Poppei's Duff & Phelps Experience October 2012 - January 2014
Job Senior Managing Director at Houlihan Capital
Industry Financial Services
Experience
Houlihan Capital February 2014 - Present
Duff & Phelps October 2012 - January 2014
Ceteris US LLC February 2004 - October 2012
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Houlihan Capital February 2014 - Present
Duff & Phelps October 2012 - January 2014
Ceteris US LLC February 2004 - October 2012
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Carol Ivey's Duff & Phelps Experience April 2012 - Present
Job Analyst at Duff and Phelps
Industry Financial Services
Experience
Duff & Phelps April 2012 - Present
7-Eleven March 2008 - January 2012
Sears Holdings Corporation July 2005 - March 2008
Sears Holdings Corporation July 2000 - July 2005
Sears Holdings Corporation January 1997 - July 2000
Skills
OneSource Property Tax, Excel, Access, 1099s, Accounting, Account Reconciliation, Oracle, Oracle Discoverer, W2, Microsoft Excel, Management, Financial Statements, PeopleSoft, Financial Reporting, Auditing, Process Improvement, Customer Service, Financial Analysis, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Concentration - Accounting
DeVry University 2003 — 2005
Bachelors, Accounting
Duff & Phelps April 2012 - Present
7-Eleven March 2008 - January 2012
Sears Holdings Corporation July 2005 - March 2008
Sears Holdings Corporation July 2000 - July 2005
Sears Holdings Corporation January 1997 - July 2000
Skills
OneSource Property Tax, Excel, Access, 1099s, Accounting, Account Reconciliation, Oracle, Oracle Discoverer, W2, Microsoft Excel, Management, Financial Statements, PeopleSoft, Financial Reporting, Auditing, Process Improvement, Customer Service, Financial Analysis, Accounts Payable
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
MBA, Concentration - Accounting
DeVry University 2003 — 2005
Bachelors, Accounting
Elizabeth Patrun's Duff & Phelps Experience October 2012 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2012 - Present
Ceteris, a Duff & Phelps business July 2009 - October 2012
Skills
Business Valuation, Intangible Assets
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Duff & Phelps October 2012 - Present
Ceteris, a Duff & Phelps business July 2009 - October 2012
Skills
Business Valuation, Intangible Assets
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Ali McDonald's Duff & Phelps Experience 2005 - 2005
Job CFO of AchooAllergy.com
Industry Health, Wellness and Fitness
Experience
AchooAllergy.com January 2006 - Present
PwC January 2014 - April 2014
Duff & Phelps 2005 - 2005
Standard & Poor's Corporate Value Consulting 2001 - 2005
PwC 1995 - 2001
Skills
Corporate Finance, E-commerce, Strategic Planning, Financial Modeling, Business Strategy, Finance, Financial Analysis, Business Valuation, Financial Reporting, Project Management
Education
Emory University - Goizueta Business School 1999 — 2000
Master of Business Administration (M.B.A.), Finance
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Economics
AchooAllergy.com January 2006 - Present
PwC January 2014 - April 2014
Duff & Phelps 2005 - 2005
Standard & Poor's Corporate Value Consulting 2001 - 2005
PwC 1995 - 2001
Skills
Corporate Finance, E-commerce, Strategic Planning, Financial Modeling, Business Strategy, Finance, Financial Analysis, Business Valuation, Financial Reporting, Project Management
Education
Emory University - Goizueta Business School 1999 — 2000
Master of Business Administration (M.B.A.), Finance
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.), Mathematics and Economics
Roshan Dutta's Duff & Phelps Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - August 2015
Bowen Advisors January 2015 - March 2015
Dartmouth College October 2013 - March 2015
Deutsche Bank June 2013 - August 2013
Johns Hopkins Bloomberg School of Public Health June 2012 - September 2012
Gilman School June 2012 - August 2012
Deutsche Bank April 2012 - May 2012
Education
Dartmouth College 2013 — 2016
BA
University of Notre Dame 2012 — 2013
Intended: BBA & BS in Finance and Mathematics
Gilman School 2008 — 2012
High School Diploma
Calvert School 2010 — 2012
Duff & Phelps June 2015 - August 2015
Bowen Advisors January 2015 - March 2015
Dartmouth College October 2013 - March 2015
Deutsche Bank June 2013 - August 2013
Johns Hopkins Bloomberg School of Public Health June 2012 - September 2012
Gilman School June 2012 - August 2012
Deutsche Bank April 2012 - May 2012
Education
Dartmouth College 2013 — 2016
BA
University of Notre Dame 2012 — 2013
Intended: BBA & BS in Finance and Mathematics
Gilman School 2008 — 2012
High School Diploma
Calvert School 2010 — 2012
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