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
Jay Ng Jay Ng's Duff & Phelps Experience June 2013 - July 2013
Job Analyst at Northwestern Mutual Capital
Industry Investment Management
Experience
Northwestern Mutual Capital January 2014 - Present
Duff & Phelps June 2013 - July 2013
Texas Instruments January 2013 - May 2013
Skills
Microsoft Excel, Economics, Teamwork, Financial Modeling, Statistical Data..., Private Equity, Essbase, Fixed Income, Alternative Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance & Economic Consulting
Northwestern Mutual Capital January 2014 - Present
Duff & Phelps June 2013 - July 2013
Texas Instruments January 2013 - May 2013
Skills
Microsoft Excel, Economics, Teamwork, Financial Modeling, Statistical Data..., Private Equity, Essbase, Fixed Income, Alternative Investments
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance & Economic Consulting
Rod Koborsi Rod Koborsi's Duff & Phelps Experience September 2014 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Ceteris, a Duff & Phelps business October 2012 - Present
Ceteris January 2012 - November 2012
Institute for War and Peace Reporting 2010 - January 2012
Reebok September 2006 - December 2009
Education
Georgetown University 2005 — 2008
M.A., International Affairs
Georgetown University 2001 — 2005
B.S., Finance
Duff & Phelps September 2014 - Present
Ceteris, a Duff & Phelps business October 2012 - Present
Ceteris January 2012 - November 2012
Institute for War and Peace Reporting 2010 - January 2012
Reebok September 2006 - December 2009
Education
Georgetown University 2005 — 2008
M.A., International Affairs
Georgetown University 2001 — 2005
B.S., Finance
Sam Pollack's Duff & Phelps Experience 2004 - 2009
Job Senior Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates 2010 - Present
Duff & Phelps 2004 - 2009
T Rowe Price September 1997 - May 2001
Skills
Asset Allocation, Investment Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Defined Benefit, Defined Contribution, Private Equity, Fixed Income, Financial Modeling, Board of Directors..., Asset Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Haverford College 1993 — 1997
BA
DiMeo Schneider & Associates 2010 - Present
Duff & Phelps 2004 - 2009
T Rowe Price September 1997 - May 2001
Skills
Asset Allocation, Investment Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Capital Markets, Hedge Funds, Asset Managment, Defined Benefit, Defined Contribution, Private Equity, Fixed Income, Financial Modeling, Board of Directors..., Asset Management
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA
Haverford College 1993 — 1997
BA
ROMONA H. SINGH ROMONA H. SINGH's Duff & Phelps Experience April 2004 - June 2006
Job Sales Associate, Strategic Customers at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters January 2012 - Present
McGraw-Hill October 2006 - January 2012
Duff & Phelps April 2004 - June 2006
Skills
Cost Analyst, Royalties, Contract Management, Contract Review, Business Relationship..., Financial Analysis, Accounts Payable, Channel Partners, Channel Management, Business Planning, Oracle, Hyperion, SAP, SAP R/3, SAP BW, TM1, QlikView, Tableau, Ariba, Financial Reporting, Quickbooks, Data Warehousing, Lawson, Inventory Controls, Legal Compliance, Compliance Audits, Business Continuity, SOX, Copyright Litigation, Permissions, MSS, Commodity, Forecasting, Budgeting, Business Strategy, Microsoft Office, Revenue, Third Parties, Sarbanes-Oxley Act, Budgets, Accounting, Finance, Auditing, Mergers & Acquisitions, Cash Flow, Copyright Law, Inventory Control, Quality Auditing, Movex, Strategy
Education
Brooklyn College 2009 — 2011
Bachelor, Business, Management and Finance
Laguardia Community College 2004 — 2007
Associates of Arts, Liberal Arts
Thomson Reuters January 2012 - Present
McGraw-Hill October 2006 - January 2012
Duff & Phelps April 2004 - June 2006
Skills
Cost Analyst, Royalties, Contract Management, Contract Review, Business Relationship..., Financial Analysis, Accounts Payable, Channel Partners, Channel Management, Business Planning, Oracle, Hyperion, SAP, SAP R/3, SAP BW, TM1, QlikView, Tableau, Ariba, Financial Reporting, Quickbooks, Data Warehousing, Lawson, Inventory Controls, Legal Compliance, Compliance Audits, Business Continuity, SOX, Copyright Litigation, Permissions, MSS, Commodity, Forecasting, Budgeting, Business Strategy, Microsoft Office, Revenue, Third Parties, Sarbanes-Oxley Act, Budgets, Accounting, Finance, Auditing, Mergers & Acquisitions, Cash Flow, Copyright Law, Inventory Control, Quality Auditing, Movex, Strategy
Education
Brooklyn College 2009 — 2011
Bachelor, Business, Management and Finance
Laguardia Community College 2004 — 2007
Associates of Arts, Liberal Arts
Matthew Andress Matthew Andress's Duff & Phelps Experience September 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps July 2013 - Present
Summit Realty Group May 2012 - June 2013
Skills
Market Research, Finance, Commercial Real Estate, Time Management, Financial Analysis, Real Estate, Microsoft Excel, Microsoft Office, Negotiation, Market Analysis, Brokerage, Investments, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Chartered Financial Analyst (CFA) Candidate 2015 — 2015
Level I Candidate, Finance
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Finance, General
London School of Economics and Political Science, U. of London 2011 — 2011
Finance, General
Duff & Phelps September 2015 - Present
Duff & Phelps July 2013 - Present
Summit Realty Group May 2012 - June 2013
Skills
Market Research, Finance, Commercial Real Estate, Time Management, Financial Analysis, Real Estate, Microsoft Excel, Microsoft Office, Negotiation, Market Analysis, Brokerage, Investments, Analysis, Valuation, Microsoft Word, PowerPoint
Education
Chartered Financial Analyst (CFA) Candidate 2015 — 2015
Level I Candidate, Finance
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Finance, General
London School of Economics and Political Science, U. of London 2011 — 2011
Finance, General
Matthew Bartolotta's Duff & Phelps Experience May 2015 - August 2015
Job 3/2 MBA Candidate at Indiana University, Kelley School of Business
Industry Financial Services
Experience
Duff & Phelps May 2015 - August 2015
Grant Thornton China (致同） March 2015 - May 2015
First Bank & Trust May 2013 - August 2013
Bartolotta Sales June 2010 - August 2012
Skills
Leadership, Financial Accounting, Microsoft Excel, Microsoft Office, Public Speaking, Access, Time Management, Teamwork, Social Media, Microsoft Word, Finance, PowerPoint, Research, Customer Service, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting
Duff & Phelps May 2015 - August 2015
Grant Thornton China (致同） March 2015 - May 2015
First Bank & Trust May 2013 - August 2013
Bartolotta Sales June 2010 - August 2012
Skills
Leadership, Financial Accounting, Microsoft Excel, Microsoft Office, Public Speaking, Access, Time Management, Teamwork, Social Media, Microsoft Word, Finance, PowerPoint, Research, Customer Service, Financial Analysis
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science (B.S.), Accounting
Tony Bai Tony Bai's Duff & Phelps Experience 1998 - 1999
Job Real EstateAgent Keller Williams Realty
Industry Real Estate
Experience
Rancho Costa Verde Development, LLC / R-Mac Properties, Inc. May 2015 - Present
Tony Bai Realty Group Keller Williams Realty November 2013 - Present
TSL Investment Group, Inc. April 2010 - Present
Bookook Securities 2008 - 2009
SAMS Enterprises, Inc. 2003 - 2007
Global Brokers Georgia, LLC 2003 - 2007
UBS Investment Bank 2001 - 2002
PaineWebber 1999 - 2001
Duff & Phelps 1998 - 1999
Triangle Mortgage 1997 - 1998
Skills
Custom Homes, Luxury Homes, Beach Homes, Seller Representation, Listing Homes, Buyer Representation, New Homes, Condos, First Time Home Buyers, International Real..., Investment Properties, Vacation Homes, REO, Foreclosures, Negotiation, Short Sales, 1031 Exchanges, Luxury, Residential Homes, Single Family Homes, Real Estate, Investors, Sales, Sellers, Relocation, Real Estate Transactions, Listings, Marketing, Financial Markets, Capital Markets, Investments, Alternative Investments, Equity Derivatives, Equities, ETFs, Trading, Equity Trading, Options, Securities, Hedge Funds, Trading Systems, Electronic Trading, Emerging Markets
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
Phillips Exeter Academy
Rancho Costa Verde Development, LLC / R-Mac Properties, Inc. May 2015 - Present
Tony Bai Realty Group Keller Williams Realty November 2013 - Present
TSL Investment Group, Inc. April 2010 - Present
Bookook Securities 2008 - 2009
SAMS Enterprises, Inc. 2003 - 2007
Global Brokers Georgia, LLC 2003 - 2007
UBS Investment Bank 2001 - 2002
PaineWebber 1999 - 2001
Duff & Phelps 1998 - 1999
Triangle Mortgage 1997 - 1998
Skills
Custom Homes, Luxury Homes, Beach Homes, Seller Representation, Listing Homes, Buyer Representation, New Homes, Condos, First Time Home Buyers, International Real..., Investment Properties, Vacation Homes, REO, Foreclosures, Negotiation, Short Sales, 1031 Exchanges, Luxury, Residential Homes, Single Family Homes, Real Estate, Investors, Sales, Sellers, Relocation, Real Estate Transactions, Listings, Marketing, Financial Markets, Capital Markets, Investments, Alternative Investments, Equity Derivatives, Equities, ETFs, Trading, Equity Trading, Options, Securities, Hedge Funds, Trading Systems, Electronic Trading, Emerging Markets
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Finance
Phillips Exeter Academy
Rahul Kodali's Duff & Phelps Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - July 2015
Oppenheimer & Co. June 2013 - August 2013
Simplified Wealth Strategies May 2012 - August 2012
Wayne State University - Cash Management Department June 2011 - August 2011
Skills
Web Design, Web Development, HTML, Public Speaking, Communication, Microsoft Excel, Microsoft Access, PowerPoint, Adaptability, Team Facilitation, Finance, Financial Modeling, Financial Analysis, Access, Customer Service, Data Analysis, Microsoft Office, Social Media, Microsoft Word, Leadership, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2016
In Progress, Finance, Informatics, Junior
Detroit Catholic Central 2008 — 2012
High School, 9th-12th
Duff & Phelps June 2015 - July 2015
Oppenheimer & Co. June 2013 - August 2013
Simplified Wealth Strategies May 2012 - August 2012
Wayne State University - Cash Management Department June 2011 - August 2011
Skills
Web Design, Web Development, HTML, Public Speaking, Communication, Microsoft Excel, Microsoft Access, PowerPoint, Adaptability, Team Facilitation, Finance, Financial Modeling, Financial Analysis, Access, Customer Service, Data Analysis, Microsoft Office, Social Media, Microsoft Word, Leadership, Teamwork
Education
Indiana University - Kelley School of Business 2012 — 2016
In Progress, Finance, Informatics, Junior
Detroit Catholic Central 2008 — 2012
High School, 9th-12th
Paul J Much Paul J Much's Duff & Phelps Experience January 1978 - December 1983
Job Retired Senior Managing Director & Former Board Member at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Houlihan Lokey January 1984 - July 2008
Wells Dairy (d/b/a Blue Bunny Ice Cream) May 2007 - June 2008
AIT Holdings (d/b/a American Integration Technologies) 2006 - 2008
Preview Media (d/b/a as Preview Travel) 1990 - 1992
Duff & Phelps January 1978 - December 1983
Harris Trust and Savings Bank June 1972 - December 1977
Education
Northwestern University School of Law 2010 — 2011
Master's Degree, International Human Rights Law
Harvard University, John F. Kennedy School of Government 2008 — 2009
Master's Degree, Public Administration
University of Illinois at Urbana-Champaign 2007 — 2008
Master's Degree, Accounting and Taxation
Northwestern University - Kellogg School of Management 1971 — 1972
Master of Business Administration (M.B.A.), Accounting and Finance
University of Illinois at Urbana-Champaign 1968 — 1971
Bachelor's Degree, Finance
Culver Military Academy 1965 — 1968
Vincent DeCrow Vincent DeCrow's Duff & Phelps Experience May 2015 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2015 - Present
Chapman & Cardwell Capital Management June 2014 - August 2014
Skills
Financial Analysis, Microsoft Excel, Sales, Financial Services, Equities, Finance, Management, Valuations, M&A analysis, Banking, Financial Modeling, PowerPoint, Teamwork, Valuation
Education
The Ohio State University Fisher College of Business 2014 — 2015
Masters of Finance, Corporate and Real Estate Finance
Kent State University 2009 — 2013
Bachelors of Business Administration, Finance, Magna Cum Laude
Duff & Phelps May 2015 - Present
Chapman & Cardwell Capital Management June 2014 - August 2014
Skills
Financial Analysis, Microsoft Excel, Sales, Financial Services, Equities, Finance, Management, Valuations, M&A analysis, Banking, Financial Modeling, PowerPoint, Teamwork, Valuation
Education
The Ohio State University Fisher College of Business 2014 — 2015
Masters of Finance, Corporate and Real Estate Finance
Kent State University 2009 — 2013
Bachelors of Business Administration, Finance, Magna Cum Laude
Terrance McGovern Terrance McGovern's Duff & Phelps Experience 1995 - 2001
Job Managing Director at Fjord Ventures
Industry Venture Capital & Private Equity
Experience
Fjord Ventures January 2012 - Present
Numoda Capital April 2009 - December 2011
Crystal Cove Capital LLC 2002 - 2009
Duff & Phelps 1995 - 2001
CIBC World Markets 1992 - 1995
Burns Fry LTD 1985 - 1992
Skills
Venture Capital, Mergers, Biotechnology, Medical Devices, Biopharmaceuticals
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Rutgers University
Master of Science (M.S.), Mammalian Physiology
Georgetown University
Bachelor of Science (B.S.), Biology
Fjord Ventures January 2012 - Present
Numoda Capital April 2009 - December 2011
Crystal Cove Capital LLC 2002 - 2009
Duff & Phelps 1995 - 2001
CIBC World Markets 1992 - 1995
Burns Fry LTD 1985 - 1992
Skills
Venture Capital, Mergers, Biotechnology, Medical Devices, Biopharmaceuticals
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance
Rutgers University
Master of Science (M.S.), Mammalian Physiology
Georgetown University
Bachelor of Science (B.S.), Biology
Jason Deloney Jason Deloney's Duff & Phelps Experience September 2013 - September 2014
Job Associate at Realty Trust Group LLC
Industry Real Estate
Experience
Realty Trust Group LLC October 2014 - Present
Duff & Phelps September 2013 - September 2014
Duff & Phelps July 2012 - September 2013
Terry College of Business August 2010 - May 2012
RaceTrac Petroleum May 2011 - July 2011
NVR, Inc. January 2010 - July 2010
NVR, Inc. March 2008 - January 2010
NVR, Inc. August 2007 - March 2008
NVR, Inc. March 2006 - August 2007
First Tennessee Bank August 2004 - February 2006
Skills
Project Coordination, Scheduling, Process Scheduler, Real Estate, Microsoft Excel, Construction Management, Finance, Market Research, Leadership, Financial Analysis, Due Diligence, Subcontracting, Asset Managment, Construction, Contract Negotiation, Project Management, Valuation, Budgets, Financial Modeling, Program Management, Project Planning, Marketing, Training, Sales, Asset Management
Education
University of Georgia - Terry College of Business 2010 — 2012
MBA, Finance & Real Estate
Haslam College of Business at the University of Tennessee 2001 — 2005
B.S., Finance
Realty Trust Group LLC October 2014 - Present
Duff & Phelps September 2013 - September 2014
Duff & Phelps July 2012 - September 2013
Terry College of Business August 2010 - May 2012
RaceTrac Petroleum May 2011 - July 2011
NVR, Inc. January 2010 - July 2010
NVR, Inc. March 2008 - January 2010
NVR, Inc. August 2007 - March 2008
NVR, Inc. March 2006 - August 2007
First Tennessee Bank August 2004 - February 2006
Skills
Project Coordination, Scheduling, Process Scheduler, Real Estate, Microsoft Excel, Construction Management, Finance, Market Research, Leadership, Financial Analysis, Due Diligence, Subcontracting, Asset Managment, Construction, Contract Negotiation, Project Management, Valuation, Budgets, Financial Modeling, Program Management, Project Planning, Marketing, Training, Sales, Asset Management
Education
University of Georgia - Terry College of Business 2010 — 2012
MBA, Finance & Real Estate
Haslam College of Business at the University of Tennessee 2001 — 2005
B.S., Finance
Isaac Maddox's Duff & Phelps Experience July 2014 - Present
Job Analyst, Investment Banking at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps July 2013 - July 2014
Ceteris (A Duff & Phelps business) October 2012 - December 2012
Innovative Education Workshop March 2012 - July 2012
Self-Employed August 2010 - May 2012
Indiana University Bloomington June 2011 - July 2011
Texas Roadhouse May 2010 - May 2011
Blackford County Economic Development Corporation May 2010 - July 2010
Skills
Analysis, Mergers & Acquisitions, Leadership, Microsoft Excel, Corporate Finance, Finance, Valuation, Hip Hop, Investment Banking, Lyricist, Data Analysis, Rap
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.) with Distinction, Finance
Blackford High School
Duff & Phelps July 2014 - Present
Duff & Phelps July 2013 - July 2014
Ceteris (A Duff & Phelps business) October 2012 - December 2012
Innovative Education Workshop March 2012 - July 2012
Self-Employed August 2010 - May 2012
Indiana University Bloomington June 2011 - July 2011
Texas Roadhouse May 2010 - May 2011
Blackford County Economic Development Corporation May 2010 - July 2010
Skills
Analysis, Mergers & Acquisitions, Leadership, Microsoft Excel, Corporate Finance, Finance, Valuation, Hip Hop, Investment Banking, Lyricist, Data Analysis, Rap
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.) with Distinction, Finance
Blackford High School
Aron Long Aron Long's Duff & Phelps Experience October 2013 - March 2015
Job Senior Data Analyst at Axiometrics
Industry Real Estate
Experience
Axiometrics March 2015 - Present
Duff & Phelps October 2013 - March 2015
ReCept Pharmacy October 2011 - October 2013
Centene Corporation February 2011 - October 2011
ScriptPro January 2006 - February 2011
Skills
Microsoft SQL Server, SQL, SSRS, SSIS, Pharmacy Automation, Oracle PL/SQL..., Agile Methodologies, Management, Oracle, Microsoft Excel, Crystal Reports, Testing, Databases
Education
Pittsburg State University 1999 — 2001
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Johnson County Community College 1997 — 1999
Associate of Arts (A.A.), General Studies
Lansing High School
Axiometrics March 2015 - Present
Duff & Phelps October 2013 - March 2015
ReCept Pharmacy October 2011 - October 2013
Centene Corporation February 2011 - October 2011
ScriptPro January 2006 - February 2011
Skills
Microsoft SQL Server, SQL, SSRS, SSIS, Pharmacy Automation, Oracle PL/SQL..., Agile Methodologies, Management, Oracle, Microsoft Excel, Crystal Reports, Testing, Databases
Education
Pittsburg State University 1999 — 2001
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Johnson County Community College 1997 — 1999
Associate of Arts (A.A.), General Studies
Lansing High School
Alexander Jakosa's Duff & Phelps Experience August 2011 - May 2014
Job Equity Research Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial Inc. June 2014 - Present
Duff & Phelps August 2011 - May 2014
Indiana University - Kelley School of Business May 2009 - December 2010
Cardinal Health May 2010 - July 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Data Analysis, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Majors: Finance, Business Economics, and Public Policy
Raymond James Financial Inc. June 2014 - Present
Duff & Phelps August 2011 - May 2014
Indiana University - Kelley School of Business May 2009 - December 2010
Cardinal Health May 2010 - July 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Data Analysis, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (BS), Majors: Finance, Business Economics, and Public Policy
Bob Fawcett's Duff & Phelps Experience July 2008 - August 2009
Job Director of Photography & Post Production at Homeview LLC
Industry Entertainment
Experience
Homeview LLC October 2013 - Present
Self Employed February 2013 - September 2013
Good Clean Fun LLC November 2012 - February 2013
CBS Network's "I Get That A Lot" August 2012 - September 2012
Lifetime's "Prank My Mom" May 2012 - August 2012
A&E's "Gene Simmons Family Jewels" April 2011 - June 2011
Boutique TV July 2010 - November 2010
A&E's Gene Simmons Family Jewels March 2010 - June 2010
Duff & Phelps July 2008 - August 2009
Bank of America Securities July 2007 - May 2008
Skills
Microsoft Office, Photoshop, Adobe Creative Suite, Final Cut Express, Business Applications, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Market Research, Research, Photography, Facebook, Social Media, Video Production
Education
Indiana University - Kelley School of Business 2002 — 2007
BS, Majors: Finance, Marketing, Finance-Real Estate. Minor: Psychology
Canterbury 1995 — 2001
Homeview LLC October 2013 - Present
Self Employed February 2013 - September 2013
Good Clean Fun LLC November 2012 - February 2013
CBS Network's "I Get That A Lot" August 2012 - September 2012
Lifetime's "Prank My Mom" May 2012 - August 2012
A&E's "Gene Simmons Family Jewels" April 2011 - June 2011
Boutique TV July 2010 - November 2010
A&E's Gene Simmons Family Jewels March 2010 - June 2010
Duff & Phelps July 2008 - August 2009
Bank of America Securities July 2007 - May 2008
Skills
Microsoft Office, Photoshop, Adobe Creative Suite, Final Cut Express, Business Applications, Microsoft Excel, Financial Modeling, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Market Research, Research, Photography, Facebook, Social Media, Video Production
Education
Indiana University - Kelley School of Business 2002 — 2007
BS, Majors: Finance, Marketing, Finance-Real Estate. Minor: Psychology
Canterbury 1995 — 2001
Jillian Stackman Jillian Stackman's Duff & Phelps Experience May 2015 - Present
Job Corporate Finance Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2015 - Present
Fordham Alternative Investment Club January 2014 - May 2015
Tradex Global Advisors, LLC November 2014 - March 2015
Custom House Global Fund Services May 2014 - November 2014
Klinger Vision January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Facebook, Public Speaking, Event Planning, Photoshop, Customer Service, Editing, Social Networking, SPSS, Outlook, Time Management, Hedge Funds, Presentation Skills, Marketing
Education
Fordham University 2010 — 2015
Bachelor of Science (BS), Business Administration, Dual Concentration Finance & Marketing, Alternative Investments, 3.8 GPA
Fordham University London Centre 2013 — 2013
Duff & Phelps May 2015 - Present
Fordham Alternative Investment Club January 2014 - May 2015
Tradex Global Advisors, LLC November 2014 - March 2015
Custom House Global Fund Services May 2014 - November 2014
Klinger Vision January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Facebook, Public Speaking, Event Planning, Photoshop, Customer Service, Editing, Social Networking, SPSS, Outlook, Time Management, Hedge Funds, Presentation Skills, Marketing
Education
Fordham University 2010 — 2015
Bachelor of Science (BS), Business Administration, Dual Concentration Finance & Marketing, Alternative Investments, 3.8 GPA
Fordham University London Centre 2013 — 2013
Lisa (Xia) Zhao, CFA, FRM Lisa (Xia) Zhao, CFA, FRM's Duff & Phelps Experience March 2011 - September 2014
Job ALM Analyst VP at Bank of the West
Industry Financial Services
Experience
Bank of the West September 2014 - Present
Duff & Phelps March 2011 - September 2014
Southern Company August 2010 - December 2010
Skills
VBA, R, Matlab, SQL, Quantitative Finance, Monte Carlo Simulation, Statistics, Risk Management, Derivatives, Financial Engineering, Access, Valuation, Quantitative Risk, Quantitative Models, Valuation Modeling
Education
Stanford University 2015 — 2015
Georgia State University 2009 — 2010
M.S., Master of Mathematical Risk Management, 4.0
Shanghai Jiao Tong University
M.S., Management Science
Shanghai Jiao Tong University
B.S., Electronical Engineering
Bank of the West September 2014 - Present
Duff & Phelps March 2011 - September 2014
Southern Company August 2010 - December 2010
Skills
VBA, R, Matlab, SQL, Quantitative Finance, Monte Carlo Simulation, Statistics, Risk Management, Derivatives, Financial Engineering, Access, Valuation, Quantitative Risk, Quantitative Models, Valuation Modeling
Education
Stanford University 2015 — 2015
Georgia State University 2009 — 2010
M.S., Master of Mathematical Risk Management, 4.0
Shanghai Jiao Tong University
M.S., Management Science
Shanghai Jiao Tong University
B.S., Electronical Engineering
Michael Speets Michael Speets's Duff & Phelps Experience December 2011 - July 2013
Job Senior Manager at McKesson
Industry Hospital & Health Care
Experience
McKesson August 2015 - Present
McKesson September 2014 - August 2015
EY July 2013 - August 2014
Duff & Phelps December 2011 - July 2013
Deutsche Bank July 2010 - December 2011
GTM S.A. April 2005 - March 2008
Skills
Valuation, Derivatives, Commodities, Options, Investment Banking, Commodity, Equities, Business Valuation, Financial Modeling, Capital Markets, Bloomberg, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Structured Finance, Private Equity, Quantitative Analytics, Trading, Corporate Finance, Emerging Markets, Management, Strategy, Venture Capital, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA
Santa Clara University 2001 — 2005
Bachelor of Science (B.S.) in Commerce
McKesson August 2015 - Present
McKesson September 2014 - August 2015
EY July 2013 - August 2014
Duff & Phelps December 2011 - July 2013
Deutsche Bank July 2010 - December 2011
GTM S.A. April 2005 - March 2008
Skills
Valuation, Derivatives, Commodities, Options, Investment Banking, Commodity, Equities, Business Valuation, Financial Modeling, Capital Markets, Bloomberg, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Structured Finance, Private Equity, Quantitative Analytics, Trading, Corporate Finance, Emerging Markets, Management, Strategy, Venture Capital, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA
Santa Clara University 2001 — 2005
Bachelor of Science (B.S.) in Commerce
Andy Pai's Duff & Phelps Experience August 2013 - May 2014
Job Entrepreneur
Industry Internet
Experience
finbox.io July 2014 - Present
Lapwing Labs May 2014 - Present
Duff & Phelps August 2013 - May 2014
Duff & Phelps July 2011 - August 2013
Galaxy Surfactants January 2010 - February 2010
UBS Financial Services May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Business Valuation, Fairness Opinions, Financial Analysis, Valuation, Capital IQ, Financial Risk, Private Equity, DCF Valuation, LBO, Solvency, Due Diligence, DCF, Corporate Finance, Entrepreneurship, Web Development, Node.js, JavaScript
Education
Indiana University - Kelley School of Business 2007 — 2011
BS in Business, Finance, Business Economics, and Public Policy
University of Sydney 2010 — 2010
Study Abroad, Finance
Brookfield East High School 2003 — 2007
finbox.io July 2014 - Present
Lapwing Labs May 2014 - Present
Duff & Phelps August 2013 - May 2014
Duff & Phelps July 2011 - August 2013
Galaxy Surfactants January 2010 - February 2010
UBS Financial Services May 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Business Valuation, Fairness Opinions, Financial Analysis, Valuation, Capital IQ, Financial Risk, Private Equity, DCF Valuation, LBO, Solvency, Due Diligence, DCF, Corporate Finance, Entrepreneurship, Web Development, Node.js, JavaScript
Education
Indiana University - Kelley School of Business 2007 — 2011
BS in Business, Finance, Business Economics, and Public Policy
University of Sydney 2010 — 2010
Study Abroad, Finance
Brookfield East High School 2003 — 2007
Steven Kittrell's Duff & Phelps Experience April 2011 - November 2014
Job Financial Analyst, Investments at Cortland Partners
Industry Commercial Real Estate
Experience
Cortland Partners November 2014 - Present
Duff & Phelps April 2011 - November 2014
Regions Financial Corporation March 2010 - May 2011
Marcus & Millichap July 2008 - April 2009
Skills
Valuation, Due Diligence, Portfolio Management, Private Equity, Commercial Real Estate, Real Estate, Investment Properties, Finance, Equities, Loans, Financial Reporting, Appraisals, Banking, Underwriting, Analysis, Market Research, Property, Real Estate Economics, DCF
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BA, Finance, Real Estate
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Master's, Real Estate
The Benjamin School 2000 — 2004
Cortland Partners November 2014 - Present
Duff & Phelps April 2011 - November 2014
Regions Financial Corporation March 2010 - May 2011
Marcus & Millichap July 2008 - April 2009
Skills
Valuation, Due Diligence, Portfolio Management, Private Equity, Commercial Real Estate, Real Estate, Investment Properties, Finance, Equities, Loans, Financial Reporting, Appraisals, Banking, Underwriting, Analysis, Market Research, Property, Real Estate Economics, DCF
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BA, Finance, Real Estate
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Master's, Real Estate
The Benjamin School 2000 — 2004
Michael Benjamin Hart Michael Benjamin Hart's Duff & Phelps Experience March 2013 - June 2015
Job MBA Candidate
Industry Financial Services
Experience
Duff & Phelps March 2013 - June 2015
Ceteris, a Duff & Phelps Business October 2012 - February 2013
Ceteris US, LLC June 2011 - September 2012
Hutton Honors College October 2007 - May 2011
Ceteris US, LLC May 2010 - August 2010
Telefónica España September 2009 - December 2009
Skills
Financial Analysis, Bloomberg Terminal, Capital IQ, Compustat, Intellectual Property, Valuation, Financial Modeling, Business Analysis, Due Diligence, Business Valuation
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Economic Consulting, Public Policy, and International Business
Indiana University - College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Spanish
Universidad de Sevilla - Facultad de Ciencias Empresariales 2009 — 2010
Study Abroad Experience, International Business and Spanish Literature
Zhejiang University - School of Management
Study Abroad Experience, International Business and Emerging Economies
Duff & Phelps March 2013 - June 2015
Ceteris, a Duff & Phelps Business October 2012 - February 2013
Ceteris US, LLC June 2011 - September 2012
Hutton Honors College October 2007 - May 2011
Ceteris US, LLC May 2010 - August 2010
Telefónica España September 2009 - December 2009
Skills
Financial Analysis, Bloomberg Terminal, Capital IQ, Compustat, Intellectual Property, Valuation, Financial Modeling, Business Analysis, Due Diligence, Business Valuation
Education
University of Illinois at Chicago 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Economic Consulting, Public Policy, and International Business
Indiana University - College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Spanish
Universidad de Sevilla - Facultad de Ciencias Empresariales 2009 — 2010
Study Abroad Experience, International Business and Spanish Literature
Zhejiang University - School of Management
Study Abroad Experience, International Business and Emerging Economies
Monty Islam Monty Islam's Duff & Phelps Experience InternCharles Koch FoundationAugust 2012 - December 2014
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps InternCharles Koch FoundationAugust 2012 - December 2014
Abercrombie & Fitch May 2011 - December 2014
TVAIC January 2014 - August 2014
Oak Ridge National Laboratory January 2010 - May 2010
Skills
Financial Modeling, Argus Modeling, US GAAP, Public Speaking, Strategic Planning, Programming, Cpr Certified, Foreign Languages, Lifeguard Certified, Excel, Cashiering, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, CPR Certified
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Finance & Accounting
Farragut High School 2006 — 2010
3.7
Duff & Phelps InternCharles Koch FoundationAugust 2012 - December 2014
Abercrombie & Fitch May 2011 - December 2014
TVAIC January 2014 - August 2014
Oak Ridge National Laboratory January 2010 - May 2010
Skills
Financial Modeling, Argus Modeling, US GAAP, Public Speaking, Strategic Planning, Programming, Cpr Certified, Foreign Languages, Lifeguard Certified, Excel, Cashiering, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, CPR Certified
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Finance & Accounting
Farragut High School 2006 — 2010
3.7
Michael Berbari's Duff & Phelps Experience September 2015 - Present
Job Vice President at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps March 2013 - September 2015
Duff & Phelps December 2014 - March 2015
Ceteris, A Duff & Phelps Business April 2011 - March 2013
Ceteris June 2010 - August 2010
Doar Rieck Kaley & Mack June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Economics, Valuation, Financial Analysis, Capital IQ, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategy, Private Equity, Equity Valuation, Financial Reporting, Restructuring, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics and Public Policy
Indiana University Bloomington 2006 — 2010
Economic Consulting and Finance
Duff & Phelps September 2015 - Present
Duff & Phelps March 2013 - September 2015
Duff & Phelps December 2014 - March 2015
Ceteris, A Duff & Phelps Business April 2011 - March 2013
Ceteris June 2010 - August 2010
Doar Rieck Kaley & Mack June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Economics, Valuation, Financial Analysis, Capital IQ, Transfer Pricing, Mergers & Acquisitions, Corporate Finance, Due Diligence, Strategy, Private Equity, Equity Valuation, Financial Reporting, Restructuring, Microsoft Excel
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics and Public Policy
Indiana University Bloomington 2006 — 2010
Economic Consulting and Finance
John Stine's Duff & Phelps Experience November 2013 - Present
Job Investment Banking Analyst Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps November 2013 - Present
EVA Dimensions April 2013 - October 2013
Societe Generale June 2012 - August 2012
Berkery, Noyes & Co., LLC October 2011 - May 2012
Citigroup September 2010 - January 2011
Skills
Investment Banking
Education
Fordham University 2009 — 2013
BA, Finance, Economics
Fordham Preparatory School 2004 — 2009
College Preparatory
Duff & Phelps November 2013 - Present
EVA Dimensions April 2013 - October 2013
Societe Generale June 2012 - August 2012
Berkery, Noyes & Co., LLC October 2011 - May 2012
Citigroup September 2010 - January 2011
Skills
Investment Banking
Education
Fordham University 2009 — 2013
BA, Finance, Economics
Fordham Preparatory School 2004 — 2009
College Preparatory
Zach Gray's Duff & Phelps Experience June 2014 - August 2014
Job Dispute Consulting Analyst at Duff & Phelps
Industry Legal Services
Experience
Duff & Phelps June 2014 - August 2014
Campus Special April 2013 - September 2013
Vintage Pizzeria April 2011 - August 2012
Skills
Customer Service, Cold Calling, Social Media Marketing, Time Management, Social Media, Sales, Advertising, CRM, Direct Sales, Online Advertising, Selling, Social Networking, Facebook, Account Management
Education
Indiana University Bloomington 2011 — 2015
Economics
Duff & Phelps June 2014 - August 2014
Campus Special April 2013 - September 2013
Vintage Pizzeria April 2011 - August 2012
Skills
Customer Service, Cold Calling, Social Media Marketing, Time Management, Social Media, Sales, Advertising, CRM, Direct Sales, Online Advertising, Selling, Social Networking, Facebook, Account Management
Education
Indiana University Bloomington 2011 — 2015
Economics
Marie-Louise Winther Marie-Louise Winther's Duff & Phelps Experience June 2012 - March 2014
Job Senior Recruiter at Visual Magnetics
Industry Apparel & Fashion
Experience
Visual Magnetics August 2015 - Present
VINCE August 2014 - July 2015
VINCE April 2014 - August 2014
Duff & Phelps June 2012 - March 2014
Freelance August 2010 - March 2014
Visual Magnetics LP September 2010 - June 2012
National Museum of Denmark 2009 - 2009
Skills
Sewing, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Sketching, Patternmaking, Color Theory, Photoshop, Photography
Education
Parsons School of Design
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Providence College 2006 — 2010
BA, Psychology, Photography
University of Copenhagen 2008 — 2008
BA, Psychology
Visual Magnetics August 2015 - Present
VINCE August 2014 - July 2015
VINCE April 2014 - August 2014
Duff & Phelps June 2012 - March 2014
Freelance August 2010 - March 2014
Visual Magnetics LP September 2010 - June 2012
National Museum of Denmark 2009 - 2009
Skills
Sewing, QuickBooks, Microsoft Excel, Microsoft Word, PowerPoint, Sketching, Patternmaking, Color Theory, Photoshop, Photography
Education
Parsons School of Design
Associate of Arts and Sciences (AAS), Fashion/Apparel Design
Providence College 2006 — 2010
BA, Psychology, Photography
University of Copenhagen 2008 — 2008
BA, Psychology
Tony Shaowei Cai's Duff & Phelps Experience September 2014 - Present
Job Structured Finance Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Kargo Global Inc April 2014 - August 2014
Gibney Anthony & Flaherty LLP October 2013 - August 2014
Asian Business Network October 2013 - April 2014
Fordham University August 2012 - December 2013
University Neighborhood Housing Program February 2013 - April 2013
Skills
Mandarin, Data Analysis, International Relations, English, Financial Analysis, Economics, Cantonese, Cross-cultural..., Computers, Translation, Interpreting, Research, Chinese, Teaching, Chaoshanese, Japanese, SAS, International Finance, Fixed Income Analysis, SAS programming, Financial Modeling, Microsoft Excel
Education
Fordham University 2015 — 2015
Master's Degree, Economics
Fordham University 2012 — 2014
Master's Degree, International Political Economy and Development
University of Pretoria/Universiteit van Pretoria 2013 — 2013
International Finance, A
Sun Yat-Sen University (SYSU), School of International Studies (SIS) 2005 — 2009
Bachelor of Arts in English Translation, Applied Linguistics
Duff & Phelps September 2014 - Present
Kargo Global Inc April 2014 - August 2014
Gibney Anthony & Flaherty LLP October 2013 - August 2014
Asian Business Network October 2013 - April 2014
Fordham University August 2012 - December 2013
University Neighborhood Housing Program February 2013 - April 2013
Skills
Mandarin, Data Analysis, International Relations, English, Financial Analysis, Economics, Cantonese, Cross-cultural..., Computers, Translation, Interpreting, Research, Chinese, Teaching, Chaoshanese, Japanese, SAS, International Finance, Fixed Income Analysis, SAS programming, Financial Modeling, Microsoft Excel
Education
Fordham University 2015 — 2015
Master's Degree, Economics
Fordham University 2012 — 2014
Master's Degree, International Political Economy and Development
University of Pretoria/Universiteit van Pretoria 2013 — 2013
International Finance, A
Sun Yat-Sen University (SYSU), School of International Studies (SIS) 2005 — 2009
Bachelor of Arts in English Translation, Applied Linguistics
John Pollock John Pollock's Duff & Phelps Experience October 2012 - April 2014
Job Managing Director at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Matt Hogan's Duff & Phelps Experience 2012 - 2014
Job Founder at finbox.io
Industry Financial Services
Experience
finbox.io May 2014 - Present
Duff & Phelps 2012 - 2014
Duff & Phelps 2010 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Analysis, Bloomberg, Business Valuation
Education
Indiana University - Kelley School of Business 2007 — 2010
BS in Business, Finance
University of Dayton 2006 — 2007
NCAA Division I Basketball
finbox.io May 2014 - Present
Duff & Phelps 2012 - 2014
Duff & Phelps 2010 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Analysis, Bloomberg, Business Valuation
Education
Indiana University - Kelley School of Business 2007 — 2010
BS in Business, Finance
University of Dayton 2006 — 2007
NCAA Division I Basketball
Somya Munjal's Duff & Phelps Experience August 2008 - October 2008
Job Chief Youth Servant at Youthful Savings
Industry Financial Services
Experience
Audacious Endeavors September 2015 - Present
Youthful Savings August 2013 - Present
CPA for the People, LLP January 2014 - Present
Bachrach Asset Management April 2013 - September 2013
National Financial Educators Council November 2012 - April 2013
Giant Food June 2012 - November 2012
Walmart June 2010 - May 2012
Kerry Group May 2009 - May 2010
Duff & Phelps August 2008 - October 2008
Ernst & Young January 2006 - July 2008
Skills
Team-oriented, Financial Analysis, Retail, Internal Audit, Foreign Languages, Retail Sales, Project Management, Critical Thinking, Accounting, Big 4, Public Speaking, Teaching, Youth Mentoring, Global Business..., Project Planning, Strategic Planning, Training, Analysis, Financial Planning, College Planning, Access, Campaign Management, Strategic Financial..., Leadership, Finance, Program Management, QuickBooks, Time Management, Marketing, Sales, Forecasting, Strategy, Entrepreneurship, Financial Modeling, Investments, Management
Education
John Brown University 2010 — 2012
Master of Business Administration, International Business
Northern Illinois University 2006 — 2007
Master of Accounting Science, Accountancy
Northern Illinois University 2002 — 2006
Bachelor of Science, Accountancy
Audacious Endeavors September 2015 - Present
Youthful Savings August 2013 - Present
CPA for the People, LLP January 2014 - Present
Bachrach Asset Management April 2013 - September 2013
National Financial Educators Council November 2012 - April 2013
Giant Food June 2012 - November 2012
Walmart June 2010 - May 2012
Kerry Group May 2009 - May 2010
Duff & Phelps August 2008 - October 2008
Ernst & Young January 2006 - July 2008
Skills
Team-oriented, Financial Analysis, Retail, Internal Audit, Foreign Languages, Retail Sales, Project Management, Critical Thinking, Accounting, Big 4, Public Speaking, Teaching, Youth Mentoring, Global Business..., Project Planning, Strategic Planning, Training, Analysis, Financial Planning, College Planning, Access, Campaign Management, Strategic Financial..., Leadership, Finance, Program Management, QuickBooks, Time Management, Marketing, Sales, Forecasting, Strategy, Entrepreneurship, Financial Modeling, Investments, Management
Education
John Brown University 2010 — 2012
Master of Business Administration, International Business
Northern Illinois University 2006 — 2007
Master of Accounting Science, Accountancy
Northern Illinois University 2002 — 2006
Bachelor of Science, Accountancy
Cole Walker, MBA, CVA's Duff & Phelps Experience July 2015 - Present
Job Analyst Valuation Advisory Services at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps July 2015 - Present
VAS, LLC August 2013 - June 2015
Kansas State University August 2011 - June 2013
Steel and Pipe Supply Inc January 2013 - April 2013
Atlanta Hawks May 2012 - August 2012
Skills
Operations Management, Bloomberg, Tableau, Event Planning, Event Management, Project Coordination, Leadership, Financial Analysis, Financial Modeling, Project Planning, Marketing, Research, Sales, Finance, Budgets, Social Networking, Customer Service
Education
Kansas State University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Kansas 2006 — 2010
Bachelor of Science (BS), Sports Management w/ Minor in Business
Duff & Phelps July 2015 - Present
VAS, LLC August 2013 - June 2015
Kansas State University August 2011 - June 2013
Steel and Pipe Supply Inc January 2013 - April 2013
Atlanta Hawks May 2012 - August 2012
Skills
Operations Management, Bloomberg, Tableau, Event Planning, Event Management, Project Coordination, Leadership, Financial Analysis, Financial Modeling, Project Planning, Marketing, Research, Sales, Finance, Budgets, Social Networking, Customer Service
Education
Kansas State University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Kansas 2006 — 2010
Bachelor of Science (BS), Sports Management w/ Minor in Business
Alex Neuman's Duff & Phelps Experience May 2013 - August 2013
Job Valuation Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2014 - Present
Duff & Phelps May 2013 - August 2013
The Coca-Cola Company April 2013 - May 2013
Indiana University Education Library September 2009 - May 2013
Advantage 3 Tax & Financial Services LLC June 2012 - August 2012
Indiana University Outdoor Adventures March 2011 - February 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Finance, Leadership, Financial Reporting, Financial Accounting
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2009 — 2012
Bachelor of Science, Accounting and Finance
Grant Thornton LLP August 2014 - Present
Duff & Phelps May 2013 - August 2013
The Coca-Cola Company April 2013 - May 2013
Indiana University Education Library September 2009 - May 2013
Advantage 3 Tax & Financial Services LLC June 2012 - August 2012
Indiana University Outdoor Adventures March 2011 - February 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Finance, Leadership, Financial Reporting, Financial Accounting
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2009 — 2012
Bachelor of Science, Accounting and Finance
Ronald Nahass's Duff & Phelps Experience July 2008 - September 2011
Job Manager Valuation Services
Industry Financial Services
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey September 2011 - September 2012
Duff & Phelps July 2008 - September 2011
Skills
Business Valuation, Financial Modeling, Valuation, Auditing, Private Equity, Bloomberg, Financial Reporting, Hedge Funds, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Franklin & Marshall College 2004 — 2008
B.A., Business Organization and Society; Government
McGladrey October 2014 - Present
McGladrey October 2012 - September 2014
McGladrey September 2011 - September 2012
Duff & Phelps July 2008 - September 2011
Skills
Business Valuation, Financial Modeling, Valuation, Auditing, Private Equity, Bloomberg, Financial Reporting, Hedge Funds, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA)
Franklin & Marshall College 2004 — 2008
B.A., Business Organization and Society; Government
Ian Lunderskov Ian Lunderskov's Duff & Phelps Experience June 2008 - March 2010
Job Application Developer at Select Rehabilitation
Industry Information Technology and Services
Experience
Select Rehabilitation February 2013 - Present
Draftfcb March 2010 - February 2013
Code Academy June 2012 - September 2012
Duff & Phelps June 2008 - March 2010
Grinnell College May 2006 - August 2006
Skills
EnCase Certified..., Microsoft Excel, Sysomos, Xcelsius, Ruby, Ruby on Rails, HTML, CSS, MySQL, Scheme, JavaScript, C, Java, Business Objects, SAS, jQuery, Python, SQL, Data Mining
Education
Grinnell College 2004 — 2008
Bachelor of Arts, Computer Science and Economics
Code Academy 2012 — 2012
Select Rehabilitation February 2013 - Present
Draftfcb March 2010 - February 2013
Code Academy June 2012 - September 2012
Duff & Phelps June 2008 - March 2010
Grinnell College May 2006 - August 2006
Skills
EnCase Certified..., Microsoft Excel, Sysomos, Xcelsius, Ruby, Ruby on Rails, HTML, CSS, MySQL, Scheme, JavaScript, C, Java, Business Objects, SAS, jQuery, Python, SQL, Data Mining
Education
Grinnell College 2004 — 2008
Bachelor of Arts, Computer Science and Economics
Code Academy 2012 — 2012
Alexis Orrick's Duff & Phelps Experience July 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
University of Massachusetts Amherst September 2011 - May 2014
BatteryCorp May 2013 - August 2013
Newton Parks and Recreation June 2010 - August 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, MegaStat, Minitab, Access, MS Excel Pivot Tables, Vlookup, Time Management, Microsoft Word, Solver, Intacct, Accounting, Microsoft Excel, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors of Business Administration, Finance
Newton South High School 2006 — 2010
Duff & Phelps July 2014 - Present
University of Massachusetts Amherst September 2011 - May 2014
BatteryCorp May 2013 - August 2013
Newton Parks and Recreation June 2010 - August 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Customer Service, MegaStat, Minitab, Access, MS Excel Pivot Tables, Vlookup, Time Management, Microsoft Word, Solver, Intacct, Accounting, Microsoft Excel, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelors of Business Administration, Finance
Newton South High School 2006 — 2010
Chester Gougis Chester Gougis's Duff & Phelps Experience February 1979 - February 2007
Job Managing Partner at Cognitive Capital Partners
Industry Venture Capital & Private Equity
Experience
Cognitive Capital Partners PresidentCognient GroupApril 2009 - Present
Tooling Technology LLC 2006 - July 2014
Duff & Phelps February 1979 - February 2007
Duff & Phelps Securities, LLC 1996 - 2006
Skills
Mergers, Private Equity
Education
The University of Chicago 1974 — 1976
MBA, Finance
Harvard University 1970 — 1974
BA, Economics
Cognitive Capital Partners PresidentCognient GroupApril 2009 - Present
Tooling Technology LLC 2006 - July 2014
Duff & Phelps February 1979 - February 2007
Duff & Phelps Securities, LLC 1996 - 2006
Skills
Mergers, Private Equity
Education
The University of Chicago 1974 — 1976
MBA, Finance
Harvard University 1970 — 1974
BA, Economics
Jeffrey Davis, CFA's Duff & Phelps Experience March 2013 - March 2015
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies March 2015 - Present
Duff & Phelps March 2013 - March 2015
Duff & Phelps September 2010 - March 2013
COOPER STANDARD AUTOMOTIVE May 2008 - November 2010
COOPER STANDARD AUTOMOTIVE October 2006 - May 2008
Tower Automotive February 2006 - October 2006
Emhart Teknologies August 2004 - February 2006
AUTO EUROPE, INC January 2003 - August 2004
Skills
Accounting, Cash Flow Forecasting, Investment Banking, Budgets, Finance, Mergers & Acquisitions, Forecasting, Valuation, Capital Markets, Distressed M&A, Restructuring, Debt Restructuring, Private Placements, Written & Oral..., Leadership, Pitch Books, Manage Client..., Engagement Management, Monte Carlo Simulation, Option Pricing Models, Option Valuation, Fairness Opinions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance / Private Equity
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance
Jefferies March 2015 - Present
Duff & Phelps March 2013 - March 2015
Duff & Phelps September 2010 - March 2013
COOPER STANDARD AUTOMOTIVE May 2008 - November 2010
COOPER STANDARD AUTOMOTIVE October 2006 - May 2008
Tower Automotive February 2006 - October 2006
Emhart Teknologies August 2004 - February 2006
AUTO EUROPE, INC January 2003 - August 2004
Skills
Accounting, Cash Flow Forecasting, Investment Banking, Budgets, Finance, Mergers & Acquisitions, Forecasting, Valuation, Capital Markets, Distressed M&A, Restructuring, Debt Restructuring, Private Placements, Written & Oral..., Leadership, Pitch Books, Manage Client..., Engagement Management, Monte Carlo Simulation, Option Pricing Models, Option Valuation, Fairness Opinions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance / Private Equity
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance
Chris Polson Chris Polson's Duff & Phelps Experience October 2013 - Present
Job Valuation & Corporate Finance Advisor at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2013 - Present
Veracap Corporate Finance Limited January 2011 - September 2013
Veracap Corporate Finance Limited January 2007 - April 2011
Veracap Corporate Finance Limited April 2001 - December 2006
TD Securities April 2000 - March 2001
Skills
Business Valuation, Mergers, Business Acquisition, Divestitures, Damage Quantification, Shareholder Disputes, Buyouts, Estate Planning, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equity Valuation, Value Creation, Litigation Support, Financial Analysis, Mergers & Acquisitions, Acquisitions, Strategy, Business Strategy, Due Diligence, Private Placements, Investments, M&A experience, Equities, Venture Capital, Finance, Corporate Development, Capital, LBO, Financial Structuring, IPO, Investment Banking, Restructuring, DCF, Investor Relations, Capital Markets, Debt Restructuring
Education
Harvard Business School 2012 — 2013
Financial Management Program
Queen's University 2006 — 2007
MBA
McMaster University 1996 — 2000
Honours Bachelor of Commerce, with Distinction, Finance
Barrie Central Collegiate 1991 — 1996
Duff & Phelps October 2013 - Present
Veracap Corporate Finance Limited January 2011 - September 2013
Veracap Corporate Finance Limited January 2007 - April 2011
Veracap Corporate Finance Limited April 2001 - December 2006
TD Securities April 2000 - March 2001
Skills
Business Valuation, Mergers, Business Acquisition, Divestitures, Damage Quantification, Shareholder Disputes, Buyouts, Estate Planning, Private Equity, Corporate Finance, Financial Modeling, Valuation, Equity Valuation, Value Creation, Litigation Support, Financial Analysis, Mergers & Acquisitions, Acquisitions, Strategy, Business Strategy, Due Diligence, Private Placements, Investments, M&A experience, Equities, Venture Capital, Finance, Corporate Development, Capital, LBO, Financial Structuring, IPO, Investment Banking, Restructuring, DCF, Investor Relations, Capital Markets, Debt Restructuring
Education
Harvard Business School 2012 — 2013
Financial Management Program
Queen's University 2006 — 2007
MBA
McMaster University 1996 — 2000
Honours Bachelor of Commerce, with Distinction, Finance
Barrie Central Collegiate 1991 — 1996
Jack Allen Jack Allen's Duff & Phelps Experience July 2013 - June 2014
Job Senior Analyst at Emerald Capital Advisors
Industry Investment Banking
Experience
Emerald Capital Advisors June 2014 - Present
Duff & Phelps July 2013 - June 2014
England & Company June 2012 - August 2012
FairWinds Partners LLC January 2011 - July 2011
U.S. House of Representatives September 2010 - December 2010
Elizabeth Arden August 2010 - September 2010
Paulsen for Congress May 2010 - July 2010
Skills
Research, Analysis, Strategy, Marketing, Data Analysis, Financial Analysis
Education
Georgetown University 2009 — 2013
Bachelor of Arts (BA), Honors in Economics
Emerald Capital Advisors June 2014 - Present
Duff & Phelps July 2013 - June 2014
England & Company June 2012 - August 2012
FairWinds Partners LLC January 2011 - July 2011
U.S. House of Representatives September 2010 - December 2010
Elizabeth Arden August 2010 - September 2010
Paulsen for Congress May 2010 - July 2010
Skills
Research, Analysis, Strategy, Marketing, Data Analysis, Financial Analysis
Education
Georgetown University 2009 — 2013
Bachelor of Arts (BA), Honors in Economics
Aaron M. Cherny's Duff & Phelps Experience June 2007 - May 2010
Job Sr. Analyst, Business Development at TRW
Industry Automotive
Experience
TRW November 2012 - Present
AArete March 2011 - November 2012
Gibson Consulting, LLC June 2010 - March 2011
Duff & Phelps June 2007 - May 2010
Motorola May 2006 - August 2006
Skills
Management Consulting, Business Strategy, Financial Modeling, Valuation, Supply Chain Management, Mergers & Acquisitions, Strategic Sourcing, Leadership, Business Development, Industry Research, Strategy, Global Sourcing, Data Analysis, Capital IQ, M&A execution, Corporate Development, Venture Capital, Market Research, Financial Analysis, Strategic Planning, Competitive Analysis
Education
Indiana University - Kelley School of Business 2003 — 2007
Undergraduate
Naperville Central High School 1999 — 2003
TRW November 2012 - Present
AArete March 2011 - November 2012
Gibson Consulting, LLC June 2010 - March 2011
Duff & Phelps June 2007 - May 2010
Motorola May 2006 - August 2006
Skills
Management Consulting, Business Strategy, Financial Modeling, Valuation, Supply Chain Management, Mergers & Acquisitions, Strategic Sourcing, Leadership, Business Development, Industry Research, Strategy, Global Sourcing, Data Analysis, Capital IQ, M&A execution, Corporate Development, Venture Capital, Market Research, Financial Analysis, Strategic Planning, Competitive Analysis
Education
Indiana University - Kelley School of Business 2003 — 2007
Undergraduate
Naperville Central High School 1999 — 2003
Mark Kramer Mark Kramer's Duff & Phelps Experience 2006 - Present
Job Managing Director at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps 2006 - Present
PricewaterhouseCoopers 2001 - 2006
Ernst & Young 1998 - 2001
Utilities, Inc. 1992 - 1998
Skills
Automotive, Healthcare, Mergers, Due Diligence, Divestitures, Valuation, Financial Modeling, Manufacturing, Retail, Joint Ventures, Acquisitions, Corporate Finance, Mergers
Education
Lake Forest Graduate School of Management 1995 — 1997
MBA, Management / Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Accounting
Duff & Phelps 2006 - Present
PricewaterhouseCoopers 2001 - 2006
Ernst & Young 1998 - 2001
Utilities, Inc. 1992 - 1998
Skills
Automotive, Healthcare, Mergers, Due Diligence, Divestitures, Valuation, Financial Modeling, Manufacturing, Retail, Joint Ventures, Acquisitions, Corporate Finance, Mergers
Education
Lake Forest Graduate School of Management 1995 — 1997
MBA, Management / Finance
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (B.S.), Accounting
Mike Rudolph Mike Rudolph's Duff & Phelps Experience July 2000 - February 2003
Job Director Capital Advisory at KPMG Corporate Finance
Industry Financial Services
Experience
KPMG Corporate Finance July 2011 - Present
UHY Advisors August 2009 - June 2011
CapitalSource March 2007 - December 2008
GE Antares Capital March 2003 - February 2007
Duff & Phelps July 2000 - February 2003
Grant Thornton September 1997 - October 1999
Skills
Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance and Management & Strategy
Indiana University - Kelley School of Business 1992 — 1997
BS, Accounting
KPMG Corporate Finance July 2011 - Present
UHY Advisors August 2009 - June 2011
CapitalSource March 2007 - December 2008
GE Antares Capital March 2003 - February 2007
Duff & Phelps July 2000 - February 2003
Grant Thornton September 1997 - October 1999
Skills
Mergers
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance and Management & Strategy
Indiana University - Kelley School of Business 1992 — 1997
BS, Accounting
Eric Benjamin's Duff & Phelps Experience February 2015 - July 2015
Job Student at Indiana University, Kelley School of Business
Industry Financial Services
Experience
Duff & Phelps February 2015 - July 2015
Phi Kappa Psi Fraternity April 2014 - May 2015
Phi Kappa Psi Fraternity October 2012 - May 2015
Barrington Research Associates, Inc. March 2014 - August 2014
Gillson Beach June 2012 - August 2014
Skills
Microsoft Office, Financial Analysis, Leadership, Research, Public Speaking, Finance, Analysis, Valuation, Accounting, Investment Banking, Financial Modeling, Capital IQ, Social Networking
Education
Indiana University - Kelley School of Business 2012 — 2016
Finance, Accounting, Senior
New Trier High School 2009 — 2012
Duff & Phelps February 2015 - July 2015
Phi Kappa Psi Fraternity April 2014 - May 2015
Phi Kappa Psi Fraternity October 2012 - May 2015
Barrington Research Associates, Inc. March 2014 - August 2014
Gillson Beach June 2012 - August 2014
Skills
Microsoft Office, Financial Analysis, Leadership, Research, Public Speaking, Finance, Analysis, Valuation, Accounting, Investment Banking, Financial Modeling, Capital IQ, Social Networking
Education
Indiana University - Kelley School of Business 2012 — 2016
Finance, Accounting, Senior
New Trier High School 2009 — 2012
Landon Gorman's Duff & Phelps Experience 2012 - 2012
Job Investment Analyst at University of Washington
Industry Investment Management
Experience
University of Washington 2015 - Present
University of Washington 2013 - 2015
Duff & Phelps 2012 - 2012
Amazon.com 2011 - 2012
Goldman Sachs 2011 - 2011
Education
University of Washington
Bachelor of Business Administration (B.B.A.), Finance, Information Systems
Harvard Business School
Summer Venture in Management Program
University of Washington 2015 - Present
University of Washington 2013 - 2015
Duff & Phelps 2012 - 2012
Amazon.com 2011 - 2012
Goldman Sachs 2011 - 2011
Education
University of Washington
Bachelor of Business Administration (B.B.A.), Finance, Information Systems
Harvard Business School
Summer Venture in Management Program
Daniel Conway Daniel Conway's Duff & Phelps Experience July 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Silicon Valley Bank June 2014 - August 2014
Summit Partners May 2013 - August 2013
Tufts Medical Center June 2010 - August 2010
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Finance, Operations and Information Management
Brooks School 2007 — 2011
Duff & Phelps July 2015 - Present
Silicon Valley Bank June 2014 - August 2014
Summit Partners May 2013 - August 2013
Tufts Medical Center June 2010 - August 2010
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Finance, Operations and Information Management
Brooks School 2007 — 2011
LINDA CALCAGNI, SHRM-SCP LINDA CALCAGNI, SHRM-SCP's Duff & Phelps Experience November 2007 - June 2011
Job Human Resources Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo June 2011 - August 2014
Duff & Phelps November 2007 - June 2011
Wachovia Securities Financial Network June 1999 - November 2007
Prudential Financial June 1999 - June 2001
Towers Watson June 1994 - June 1999
PwC 1991 - 1994
Skills
SPHR, Series 7 & 63 for 10+..., Human Resources, Employee Relations, Strategy, Succession Planning, Performance Management, Talent Management, Workforce Planning, HRIS, Management, Employee Benefits, Leadership, CRM, Change Management, Financial Services
Education
University of Pennsylvania
Master of Science (MS), Organizational Dynamics
La Salle University
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo 2014 - Present
Wells Fargo June 2011 - August 2014
Duff & Phelps November 2007 - June 2011
Wachovia Securities Financial Network June 1999 - November 2007
Prudential Financial June 1999 - June 2001
Towers Watson June 1994 - June 1999
PwC 1991 - 1994
Skills
SPHR, Series 7 & 63 for 10+..., Human Resources, Employee Relations, Strategy, Succession Planning, Performance Management, Talent Management, Workforce Planning, HRIS, Management, Employee Benefits, Leadership, CRM, Change Management, Financial Services
Education
University of Pennsylvania
Master of Science (MS), Organizational Dynamics
La Salle University
Bachelor of Business Administration (BBA), Accounting and Finance
Pike Powers Pike Powers's Duff & Phelps Experience 2010 - 2011
Job CEO Pike Powers Group, LLC
Industry Management Consulting
Experience
Fulbright & Jaworski 2006 - Present
Emergent Technologies- Fund IV 2004 - Present
Texas Technology Initiative 2002 - Present
rateGenius, Inc. 1999 - Present
Totus Lighting Solutions 2010 - 2013
Duff & Phelps 2010 - 2011
Powers- Kessler, LLC / Big 12 CEDIC 2004 - 2008
World Congress on Information Technology (WCIT) 2006 - 2006
Fulbright & Jaworski 2004 - 2006
Texas Emerging Technology Fund 2005 - 2005
Skills
Strategic Planning, Public Speaking, Renewable Energy, Management Consulting, Venture Capital, Start-ups, Strategy Development, Real Estate, Joint Ventures, Contract Negotiation, Business Planning, Entrepreneurship, Private Equity, Social Media, Public Relations, Intellectual Property, Team Building, Marketing Strategy, New Business Development, Energy, Commercial Litigation, Risk Management, Marketing Communications, Mergers, Due Diligence, Business Strategy
Education
The University of Texas School of Law 1962 — 1965
Doctor of Law (JD), Law
Southern Methodist University Dedman School of Law 1962 — 1963
Law
Lamar University 1959 — 1962
Government, Goverment, History
Beaumont Texas 1957 — 1959
Beaumont High School
Fulbright & Jaworski 2006 - Present
Emergent Technologies- Fund IV 2004 - Present
Texas Technology Initiative 2002 - Present
rateGenius, Inc. 1999 - Present
Totus Lighting Solutions 2010 - 2013
Duff & Phelps 2010 - 2011
Powers- Kessler, LLC / Big 12 CEDIC 2004 - 2008
World Congress on Information Technology (WCIT) 2006 - 2006
Fulbright & Jaworski 2004 - 2006
Texas Emerging Technology Fund 2005 - 2005
Skills
Strategic Planning, Public Speaking, Renewable Energy, Management Consulting, Venture Capital, Start-ups, Strategy Development, Real Estate, Joint Ventures, Contract Negotiation, Business Planning, Entrepreneurship, Private Equity, Social Media, Public Relations, Intellectual Property, Team Building, Marketing Strategy, New Business Development, Energy, Commercial Litigation, Risk Management, Marketing Communications, Mergers, Due Diligence, Business Strategy
Education
The University of Texas School of Law 1962 — 1965
Doctor of Law (JD), Law
Southern Methodist University Dedman School of Law 1962 — 1963
Law
Lamar University 1959 — 1962
Government, Goverment, History
Beaumont Texas 1957 — 1959
Beaumont High School
Mark Lorch's Duff & Phelps Experience 2014 - Present
Job Valuation, M&A and Restructuring Advisor
Industry Investment Banking
Experience
Duff & Phelps 2014 - Present
Mesirow Financial 2008 - 2014
Duff & Phelps / Standard & Poor's 2004 - 2008
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Capital Markets, Financial Analysis, Finance, New Business Development, Accounting, Investments, Investment Banking, Mergers, Restructuring, Real Estate, Private Equity, Venture Capital, Economics, Negotiation, Derivatives, Credit, Team Building, Financial Reporting, Microsoft Excel, Debt, Equities, Due Diligence, Business Strategy, Strategy, Asset Management, Portfolio Management, Entrepreneurship, DCF, Hedge Funds, LBO, Fairness Opinions, Alternative Investments, Strategic Financial..., Bloomberg, Equity Valuation, Corporate Development, Financial Services, Divestitures, Fixed Income, Risk Management, Tax, M&A experience, Banking, Structured Finance, SEC filings, Equity Research
Education
Indiana University - Kelley School of Business
Duff & Phelps 2014 - Present
Mesirow Financial 2008 - 2014
Duff & Phelps / Standard & Poor's 2004 - 2008
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Capital Markets, Financial Analysis, Finance, New Business Development, Accounting, Investments, Investment Banking, Mergers, Restructuring, Real Estate, Private Equity, Venture Capital, Economics, Negotiation, Derivatives, Credit, Team Building, Financial Reporting, Microsoft Excel, Debt, Equities, Due Diligence, Business Strategy, Strategy, Asset Management, Portfolio Management, Entrepreneurship, DCF, Hedge Funds, LBO, Fairness Opinions, Alternative Investments, Strategic Financial..., Bloomberg, Equity Valuation, Corporate Development, Financial Services, Divestitures, Fixed Income, Risk Management, Tax, M&A experience, Banking, Structured Finance, SEC filings, Equity Research
Education
Indiana University - Kelley School of Business
Michelle Cammarata Michelle Cammarata's Duff & Phelps Experience 2007 - 2008
Job Director at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP August 2015 - Present
Ryan July 2013 - Present
KPMG 2010 - 2013
CresaPartners 2008 - 2010
Duff & Phelps 2007 - 2008
BDO Seidman, LLP 2005 - 2007
Skills
Economic Development, Labor Economics, Demographic Analysis, Negotiation, Location Intelligence, Tax, Strategic Planning, Management Consulting, Economics, Project Management, Strategy, Consulting, Marketing, Business Development, CRM, Finance, Market Analysis, Marketing Communications, Analysis, Investments
Education
Harvard University Kennedy School of Government 1992 — 1994
Master of Public Policy, Urban Economic Development
Syracuse University 1986 — 1990
B.A., Communications & Latin American Studies
BDO USA, LLP August 2015 - Present
Ryan July 2013 - Present
KPMG 2010 - 2013
CresaPartners 2008 - 2010
Duff & Phelps 2007 - 2008
BDO Seidman, LLP 2005 - 2007
Skills
Economic Development, Labor Economics, Demographic Analysis, Negotiation, Location Intelligence, Tax, Strategic Planning, Management Consulting, Economics, Project Management, Strategy, Consulting, Marketing, Business Development, CRM, Finance, Market Analysis, Marketing Communications, Analysis, Investments
Education
Harvard University Kennedy School of Government 1992 — 1994
Master of Public Policy, Urban Economic Development
Syracuse University 1986 — 1990
B.A., Communications & Latin American Studies
Liz Kind Liz Kind's Duff & Phelps Experience 1985 - 1988
Job Senior Researcher at Harvard Business School
Industry Education Management
Experience
Harvard Business School 1999 - Present
HBSA/NC Community Partners 1996 - 1999
First Data Corporation (formerly Card Establishment Services) 1991 - 1995
Merrill Lynch 1989 - 1990
Duff & Phelps 1985 - 1988
A.G Becker Paribas, Inc. 1982 - 1984
Skills
Entrepreneurship, Strategy, Qualitative Research, Research, Venture Capital, Competitive Analysis, Fundraising, Market Research, Economics, Start-ups, Strategic Planning, Financial Modeling, Management Consulting
Education
Harvard Business School
MBA
Mount Holyoke College
Bachelor's Degree, Economics
Harvard Business School 1999 - Present
HBSA/NC Community Partners 1996 - 1999
First Data Corporation (formerly Card Establishment Services) 1991 - 1995
Merrill Lynch 1989 - 1990
Duff & Phelps 1985 - 1988
A.G Becker Paribas, Inc. 1982 - 1984
Skills
Entrepreneurship, Strategy, Qualitative Research, Research, Venture Capital, Competitive Analysis, Fundraising, Market Research, Economics, Start-ups, Strategic Planning, Financial Modeling, Management Consulting
Education
Harvard Business School
MBA
Mount Holyoke College
Bachelor's Degree, Economics
Jarrett Smith Jarrett Smith's Duff & Phelps Experience June 2012 - August 2012
Job Analyst at Financial Technology Partners
Industry Investment Banking
Experience
Financial Technology Partners July 2013 - Present
DoubleMap November 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Entrepreneurship & Corporate Innovation
University of Oxford 2010 — 2010
Study Abroad, International Relations, Cross Cultural Management
Financial Technology Partners July 2013 - Present
DoubleMap November 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Entrepreneurship & Corporate Innovation
University of Oxford 2010 — 2010
Study Abroad, International Relations, Cross Cultural Management
Eli Greif's Duff & Phelps Experience 2005 - 2006
Job Vice President at Berkery Noyes
Industry Investment Banking
Experience
Berkery Noyes 2014 - Present
Landmark Ventures 2010 - 2014
The Chesapeake Group 2006 - 2010
Duff & Phelps 2005 - 2006
United States Senate 2004 - 2005
Intel Corporation 2002 - 2004
Goldman Sachs 2001 - 2001
Skills
Conferences, FinTech, Digital Media, Venture Capital, Private Equity, Valuation, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Financial Modeling, Business Valuation, Corporate Finance, Private Placements, Financial Analysis, Investments, Strategic Planning, Start-ups, Financial Services, Capital, Mezzanine, Mergers, Capital Markets, M&A experience, Finance, LBO, Strategy, Buyouts, Equities, Business Strategy, Equity Research, Bloomberg, Structured Finance, Emerging Markets, DCF, Alternative Investments, Equity Valuation, Hedge Funds, Portfolio Management, Divestitures, Acquisitions, Investment Strategies, Growth Capital, Principal Investing, Financial Sponsors, Debt & Equity Capital..., Deal Execution, Adtech, Oil/Gas, Middle Market
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Shawnee Mission East 1994 — 1998
The Pembroke Hill School 1994 — 1998
Berkery Noyes 2014 - Present
Landmark Ventures 2010 - 2014
The Chesapeake Group 2006 - 2010
Duff & Phelps 2005 - 2006
United States Senate 2004 - 2005
Intel Corporation 2002 - 2004
Goldman Sachs 2001 - 2001
Skills
Conferences, FinTech, Digital Media, Venture Capital, Private Equity, Valuation, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Financial Modeling, Business Valuation, Corporate Finance, Private Placements, Financial Analysis, Investments, Strategic Planning, Start-ups, Financial Services, Capital, Mezzanine, Mergers, Capital Markets, M&A experience, Finance, LBO, Strategy, Buyouts, Equities, Business Strategy, Equity Research, Bloomberg, Structured Finance, Emerging Markets, DCF, Alternative Investments, Equity Valuation, Hedge Funds, Portfolio Management, Divestitures, Acquisitions, Investment Strategies, Growth Capital, Principal Investing, Financial Sponsors, Debt & Equity Capital..., Deal Execution, Adtech, Oil/Gas, Middle Market
Education
Indiana University - Kelley School of Business 1998 — 2002
BS, Finance
Shawnee Mission East 1994 — 1998
The Pembroke Hill School 1994 — 1998
William Snyder William Snyder's Duff & Phelps Experience 2008 - 2013
Job Executive Director, Transaction Advisory Services at EY
Industry Financial Services
Experience
EY 2015 - Present
Alvarez & Marsal 2013 - 2014
Duff & Phelps 2008 - 2013
Financial Markets Analysis LLC 2000 - 2008
The White House - Office of Science and Technology Policy 1992 - 1995
Skills
Management, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Fairness Opinions, Private Equity
Education
Georgetown University
M.A., Economics
The George Washington University
M.A., Science & Technology Policy
University of Southern California
B.S., Biomedical Engineering & Electrical Engineering
EY 2015 - Present
Alvarez & Marsal 2013 - 2014
Duff & Phelps 2008 - 2013
Financial Markets Analysis LLC 2000 - 2008
The White House - Office of Science and Technology Policy 1992 - 1995
Skills
Management, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Fairness Opinions, Private Equity
Education
Georgetown University
M.A., Economics
The George Washington University
M.A., Science & Technology Policy
University of Southern California
B.S., Biomedical Engineering & Electrical Engineering
Leah Lakarosky, CFA Leah Lakarosky, CFA's Duff & Phelps Experience September 2012 - June 2014
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
The Blackstone Group June 2015 - August 2015
Duff & Phelps September 2012 - June 2014
Duff & Phelps November 2010 - August 2012
Edgewater Ranzal June 2010 - November 2010
Meridian Consulting International June 2009 - May 2010
Baxter Healthcare May 2008 - August 2008
Skills
Forecasting, Analysis, Valuation, Business Strategy, Accounting, Economics, Financial Risk, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence, Private Equity, Bloomberg
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance, German
Wirtschaftsuniversität Wien 2007 — 2007
International Business
The Blackstone Group June 2015 - August 2015
Duff & Phelps September 2012 - June 2014
Duff & Phelps November 2010 - August 2012
Edgewater Ranzal June 2010 - November 2010
Meridian Consulting International June 2009 - May 2010
Baxter Healthcare May 2008 - August 2008
Skills
Forecasting, Analysis, Valuation, Business Strategy, Accounting, Economics, Financial Risk, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence, Private Equity, Bloomberg
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance, German
Wirtschaftsuniversität Wien 2007 — 2007
International Business
Megan Goering Megan Goering's Duff & Phelps Experience July 2008 - June 2010
Job Strategic Operations & Service Design
Industry Internet
Experience
Independent February 2015 - Present
Google February 2013 - February 2015
Google June 2012 - February 2013
Google February 2011 - June 2012
Ulu Ventures July 2010 - January 2011
Duff & Phelps July 2008 - June 2010
Grinnell College May 2007 - May 2008
TIAA-CREF May 2006 - August 2006
Skills
Entrepreneurship, Strategy, Data Analysis, Leadership, Strategic Planning, Start-ups, CRM, Cloud Computing, Data Architecture, Training, Project Management, Market Research, Venture Capital, Negotiation, Operations Management, Mentorship, Global Sourcing, New Vendor Development, Vendor Relationship..., Contract Management, Global Strategy..., High Performance Teams, Management Of..., Outsourcing Management, Transformational..., Transformational..., Consulting, Management, Public Speaking, Research, Mergers & Acquisitions, Mentoring
Education
Grinnell College 2004 — 2008
B.A., Economics, Political Science
Topeka West High School 2000 — 2004
Independent February 2015 - Present
Google February 2013 - February 2015
Google June 2012 - February 2013
Google February 2011 - June 2012
Ulu Ventures July 2010 - January 2011
Duff & Phelps July 2008 - June 2010
Grinnell College May 2007 - May 2008
TIAA-CREF May 2006 - August 2006
Skills
Entrepreneurship, Strategy, Data Analysis, Leadership, Strategic Planning, Start-ups, CRM, Cloud Computing, Data Architecture, Training, Project Management, Market Research, Venture Capital, Negotiation, Operations Management, Mentorship, Global Sourcing, New Vendor Development, Vendor Relationship..., Contract Management, Global Strategy..., High Performance Teams, Management Of..., Outsourcing Management, Transformational..., Transformational..., Consulting, Management, Public Speaking, Research, Mergers & Acquisitions, Mentoring
Education
Grinnell College 2004 — 2008
B.A., Economics, Political Science
Topeka West High School 2000 — 2004
Bruce G. Dubinsky, MST, CPA, CVA, CFE, MAFF, CFF Bruce G. Dubinsky, MST, CPA, CVA, CFE, MAFF, CFF's Duff & Phelps Experience April 2008 - Present
Job FORENSIC ACCOUNTANT, EXPERT WITNESS, Managing Director, Disputes & Investigations, Duff & Phelps
Industry Accounting
Experience
Duff & Phelps April 2008 - Present
Skills
Forensic Accounting, Litigation Consulting, Fraud, Litigation Support, Business Valuation, Due Diligence, Valuation, Finance, Certified Fraud Examiner, Expert Witness, Auditing, Private Investigations, Computer Forensics, CPA, Tax, Forensic Analysis, Financial Analysis, Accounting
Education
Georgetown University 1985 — 1986
MS, Taxation, High Honors
University of Maryland College Park 1979 — 1983
BS, Accounting
Rockville High 1976 — 1979
High School Graduate
Duff & Phelps April 2008 - Present
Skills
Forensic Accounting, Litigation Consulting, Fraud, Litigation Support, Business Valuation, Due Diligence, Valuation, Finance, Certified Fraud Examiner, Expert Witness, Auditing, Private Investigations, Computer Forensics, CPA, Tax, Forensic Analysis, Financial Analysis, Accounting
Education
Georgetown University 1985 — 1986
MS, Taxation, High Honors
University of Maryland College Park 1979 — 1983
BS, Accounting
Rockville High 1976 — 1979
High School Graduate
Nicholas West Nicholas West's Duff & Phelps Experience August 2010 - October 2011
Job Investment Manager at Compass Real Estate
Industry Real Estate
Experience
Compass Real Estate June 2015 - Present
BDO Consulting LLC October 2011 - June 2015
Duff & Phelps August 2010 - October 2011
ACG Professionals October 2009 - September 2010
Knotted Olive Capital, LLC December 2008 - October 2009
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Mergers & Acquisitions, Real Estate Economics, Asset Management, Argus Modeling, Corporate Finance, Commercial Real Estate, Investments, Portfolio Management, Investment Properties, Real Estate Development, Investment Banking, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Masters of Science Real Estate (MSRE), Real Estate
The University of Georgia 1998 — 2002
Bachelor of Science, Biology
Compass Real Estate June 2015 - Present
BDO Consulting LLC October 2011 - June 2015
Duff & Phelps August 2010 - October 2011
ACG Professionals October 2009 - September 2010
Knotted Olive Capital, LLC December 2008 - October 2009
Skills
Valuation, Due Diligence, Financial Analysis, Financial Modeling, Private Equity, Mergers & Acquisitions, Real Estate Economics, Asset Management, Argus Modeling, Corporate Finance, Commercial Real Estate, Investments, Portfolio Management, Investment Properties, Real Estate Development, Investment Banking, Capital Markets
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Masters of Science Real Estate (MSRE), Real Estate
The University of Georgia 1998 — 2002
Bachelor of Science, Biology
John Colussi John Colussi's Duff & Phelps Experience March 2012 - March 2014
Job Associate Director at CBRE
Industry Financial Services
Experience
CBRE March 2014 - Present
Duff & Phelps March 2012 - March 2014
Prudential Financial July 2009 - March 2012
Skills
Investments, Real Estate, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Asset Management, Corporate Finance, Equities, Investment Banking, Private Equity
Education
Fordham University 2005 — 2009
BS, Finance, Economics
St. Joseph's Preparatory School 2001 — 2005
CBRE March 2014 - Present
Duff & Phelps March 2012 - March 2014
Prudential Financial July 2009 - March 2012
Skills
Investments, Real Estate, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Asset Management, Corporate Finance, Equities, Investment Banking, Private Equity
Education
Fordham University 2005 — 2009
BS, Finance, Economics
St. Joseph's Preparatory School 2001 — 2005
Maria Ricciardone Lee Maria Ricciardone Lee's Duff & Phelps Experience 2002 - 2006
Job Vice President, Corporate Strategy and Investor Relations at Hubbell Incorporated
Industry Financial Services
Experience
Hubbell Incorporated 2015 - Present
United Technologies 2011 - 2012
Otis Elevator Company 2011 - 2011
United Technologies 2006 - 2011
Duff & Phelps 2002 - 2006
Affiliated Managers Group 1999 - 2000
Booz Allen Hamilton 1997 - 1999
Skills
Strategy, Investor Relations, Finance, Cross-functional Team..., Program Management, Mergers & Acquisitions, Acquisition Integration, Strategic Planning, Corporate Development, Business Strategy, Business Development, Financial Modeling, Process Improvement, Competitive Analysis, Leadership, Product Development, Strategic Partnerships
Education
Harvard Business School 2001 — 2002
Master of Business Administration (M.B.A.)
Yale University 1993 — 1997
Bachelor's Degree
Hubbell Incorporated 2015 - Present
United Technologies 2011 - 2012
Otis Elevator Company 2011 - 2011
United Technologies 2006 - 2011
Duff & Phelps 2002 - 2006
Affiliated Managers Group 1999 - 2000
Booz Allen Hamilton 1997 - 1999
Skills
Strategy, Investor Relations, Finance, Cross-functional Team..., Program Management, Mergers & Acquisitions, Acquisition Integration, Strategic Planning, Corporate Development, Business Strategy, Business Development, Financial Modeling, Process Improvement, Competitive Analysis, Leadership, Product Development, Strategic Partnerships
Education
Harvard Business School 2001 — 2002
Master of Business Administration (M.B.A.)
Yale University 1993 — 1997
Bachelor's Degree
Stephanie Solma Stephanie Solma's Duff & Phelps Experience December 2010 - April 2012
Job Marketing Coordinator at Jennings, Strouss & Salmon, PLC
Industry Law Practice
Experience
Jennings, Strouss & Salmon, PLC September 2014 - Present
Squire Patton Boggs January 2014 - September 2014
Katten Muchin Rosenman LLP April 2012 - October 2013
Duff & Phelps December 2010 - April 2012
Oak Partners, Inc. May 2008 - December 2010
Skills
MS Excel, PowerPoint,..., Ability to prepare the..., Organize and coordinate..., Proficiency in using..., Ability to coordinate..., Capability to handle..., Ability to prepare all..., Marketing, Leadership, Adobe Photoshop, Human Resources, Management, Advertising, Event Planning, Analysis, Customer Service, Business Development, Photoshop
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management with a concentration in Marketing
Indiana University-Northwest 2003 — 2009
Bachelors of Science in Business, Business Administration
Jennings, Strouss & Salmon, PLC September 2014 - Present
Squire Patton Boggs January 2014 - September 2014
Katten Muchin Rosenman LLP April 2012 - October 2013
Duff & Phelps December 2010 - April 2012
Oak Partners, Inc. May 2008 - December 2010
Skills
MS Excel, PowerPoint,..., Ability to prepare the..., Organize and coordinate..., Proficiency in using..., Ability to coordinate..., Capability to handle..., Ability to prepare all..., Marketing, Leadership, Adobe Photoshop, Human Resources, Management, Advertising, Event Planning, Analysis, Customer Service, Business Development, Photoshop
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management with a concentration in Marketing
Indiana University-Northwest 2003 — 2009
Bachelors of Science in Business, Business Administration
Dustin Abbs Dustin Abbs's Duff & Phelps Experience May 2010 - May 2013
Job Director of Corporate Development at On Assignment
Industry Staffing and Recruiting
Experience
On Assignment June 2014 - Present
Midwest Mezzanine Funds May 2013 - June 2014
Duff & Phelps May 2010 - May 2013
KeyBanc Capital Markets July 2008 - May 2010
Skills
DCF, Financial Modeling, Valuation, Investment Banking, Capital IQ, LBO, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Equity Valuation, Mergers, Private Equity, Capital Markets, Leveraged Finance, Due Diligence, Mergers, Morale, Work Ethic
Education
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business, Spanish
Universidad de Sevilla 2007 — 2007
Spanish
On Assignment June 2014 - Present
Midwest Mezzanine Funds May 2013 - June 2014
Duff & Phelps May 2010 - May 2013
KeyBanc Capital Markets July 2008 - May 2010
Skills
DCF, Financial Modeling, Valuation, Investment Banking, Capital IQ, LBO, Corporate Finance, Business Valuation, Financial Analysis, Bloomberg, Equity Valuation, Mergers, Private Equity, Capital Markets, Leveraged Finance, Due Diligence, Mergers, Morale, Work Ethic
Education
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business, Spanish
Universidad de Sevilla 2007 — 2007
Spanish
Logan Houlihan's Duff & Phelps Experience September 2014 - December 2014
Job Senior, Valuation & Business Modeling at EY
Industry Financial Services
Experience
EY January 2015 - Present
Duff & Phelps September 2014 - December 2014
Duff & Phelps July 2012 - September 2014
Tippmann Construction, LLC May 2009 - August 2010
Kappa Sigma Fraternity December 2009 - May 2010
DataPrint Initiatives, LLP May 2008 - August 2008
Sycamore Hills Golf Club April 2003 - August 2007
Skills
PowerPoint, Peachtree, @Risk, StatTools, Microsoft Excel, Accounting, Microsoft Office, Auditing, Management, Financial Analysis, Microsoft Word, Financial Modeling, Teamwork, Financial Reporting, Customer Service, Public Speaking, Data Analysis, Leadership, Business Valuation
Education
Indiana University - Kelley School of Business 2007 — 2012
Master's, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's, Accounting
EY January 2015 - Present
Duff & Phelps September 2014 - December 2014
Duff & Phelps July 2012 - September 2014
Tippmann Construction, LLC May 2009 - August 2010
Kappa Sigma Fraternity December 2009 - May 2010
DataPrint Initiatives, LLP May 2008 - August 2008
Sycamore Hills Golf Club April 2003 - August 2007
Skills
PowerPoint, Peachtree, @Risk, StatTools, Microsoft Excel, Accounting, Microsoft Office, Auditing, Management, Financial Analysis, Microsoft Word, Financial Modeling, Teamwork, Financial Reporting, Customer Service, Public Speaking, Data Analysis, Leadership, Business Valuation
Education
Indiana University - Kelley School of Business 2007 — 2012
Master's, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's, Accounting
Craig Reisman's Duff & Phelps Experience September 2010 - August 2012
Job Principal, Business Development at Exelon
Industry Financial Services
Experience
Exelon September 2014 - Present
Exelon August 2012 - August 2014
Duff & Phelps September 2010 - August 2012
Duff & Phelps July 2008 - August 2010
Credit Suisse June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Financial Reporting, Accounting, Mergers & Acquisitions, Analysis, Valuation, Finance
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Accounting & Finance
Indiana University - Kelley School of Business 2003 — 2008
BS, Accounting & Finance
Exelon September 2014 - Present
Exelon August 2012 - August 2014
Duff & Phelps September 2010 - August 2012
Duff & Phelps July 2008 - August 2010
Credit Suisse June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Financial Reporting, Accounting, Mergers & Acquisitions, Analysis, Valuation, Finance
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Accounting & Finance
Indiana University - Kelley School of Business 2003 — 2008
BS, Accounting & Finance
Hosea Lin Hosea Lin's Duff & Phelps Experience August 2007 - September 2011
Job Manager, Finance and Pricing at McKesson
Industry Hospital & Health Care
Experience
McKesson Specialty Health November 2013 - Present
McKesson Specialty Health October 2011 - October 2013
Duff & Phelps August 2007 - September 2011
KPMG June 2006 - August 2006
Gumbiner Savett January 2006 - March 2006
Skills
Excel, PowerPoint, Corporate Finance, Strategy, Microsoft Excel, Business Strategy, Financial Reporting, Finance, Mergers & Acquisitions, Accounting, Social Media, Due Diligence, Analysis, Strategic Financial..., Private Equity, Financial Analysis, Financial Planning
Education
University of Southern California 2003 — 2007
B.S. Business Administration, B.S. Accounting
HKUST Business School 2007 — 2007
International Business
McKesson Specialty Health November 2013 - Present
McKesson Specialty Health October 2011 - October 2013
Duff & Phelps August 2007 - September 2011
KPMG June 2006 - August 2006
Gumbiner Savett January 2006 - March 2006
Skills
Excel, PowerPoint, Corporate Finance, Strategy, Microsoft Excel, Business Strategy, Financial Reporting, Finance, Mergers & Acquisitions, Accounting, Social Media, Due Diligence, Analysis, Strategic Financial..., Private Equity, Financial Analysis, Financial Planning
Education
University of Southern California 2003 — 2007
B.S. Business Administration, B.S. Accounting
HKUST Business School 2007 — 2007
International Business
Jenna Weiss's Duff & Phelps Experience February 2013 - February 2015
Job Real Estate Coordinator at AltSchool
Industry Real Estate
Experience
AltSchool February 2015 - Present
Duff & Phelps February 2013 - February 2015
Duff & Phelps August 2010 - January 2013
Developers Diversified Realty June 2009 - June 2010
Skills
Financial Analysis, Financial Reporting, Finance, Financial Forecasting, Corporate FP&A, Valuation, Financial Modeling, Microsoft Excel, Purchase Price..., DCF Valuation, Commercial Real Estate, Argus Modeling
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
AltSchool February 2015 - Present
Duff & Phelps February 2013 - February 2015
Duff & Phelps August 2010 - January 2013
Developers Diversified Realty June 2009 - June 2010
Skills
Financial Analysis, Financial Reporting, Finance, Financial Forecasting, Corporate FP&A, Valuation, Financial Modeling, Microsoft Excel, Purchase Price..., DCF Valuation, Commercial Real Estate, Argus Modeling
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor's, Finance, Real Estate
Tim Reichert Tim Reichert's Duff & Phelps Experience May 2006 - August 2011
Job President and CEO at Economics Partners, LLC
Industry Financial Services
Experience
Economics Partners, LLC August 2011 - Present
Duff & Phelps May 2006 - August 2011
Analysis Group August 2005 - May 2006
Skills
Transfer Pricing, Intellectual Property..., Valuation Modeling, Business Valuation, Econometric Modeling, Financial Modeling, Derivatives
Education
George Mason University 1995 — 2003
Doctor of Philosophy (Ph.D.), Economics
The Catholic University of America 1992 — 1994
MA, International Political Economy
Economics Partners, LLC August 2011 - Present
Duff & Phelps May 2006 - August 2011
Analysis Group August 2005 - May 2006
Skills
Transfer Pricing, Intellectual Property..., Valuation Modeling, Business Valuation, Econometric Modeling, Financial Modeling, Derivatives
Education
George Mason University 1995 — 2003
Doctor of Philosophy (Ph.D.), Economics
The Catholic University of America 1992 — 1994
MA, International Political Economy
Kavi Misrilall's Duff & Phelps Experience June 2011 - January 2013
Job Chief Financial Officer at Allergy Science Labs
Industry Investment Banking
Experience
Allergy Science Labs May 2015 - Present
Rotary International November 2013 - Present
First Coast Health July 2014 - June 2015
SunTrust Robinson Humphrey January 2013 - July 2014
Duff & Phelps June 2011 - January 2013
Conversion Partners August 2010 - July 2011
Fordham University Student Managed Investment Fund ($1MM) September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare, Community Outreach, Private Placements, Initial Public Offerings, Business Strategy, Corporate Development
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance, Magna Cum Laude Distinction
Allergy Science Labs May 2015 - Present
Rotary International November 2013 - Present
First Coast Health July 2014 - June 2015
SunTrust Robinson Humphrey January 2013 - July 2014
Duff & Phelps June 2011 - January 2013
Conversion Partners August 2010 - July 2011
Fordham University Student Managed Investment Fund ($1MM) September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare, Community Outreach, Private Placements, Initial Public Offerings, Business Strategy, Corporate Development
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance, Magna Cum Laude Distinction
Natalie Ponder Natalie Ponder's Duff & Phelps Experience December 2014 - Present
Job
Industry Management Consulting
Experience
Duff & Phelps December 2014 - Present
Skills
Project Portfolio..., Software Implementation, Business Process..., Offshore Project..., Change Management, Leading Cross..., Developing Client..., Developing Partnerships, Developing Staff, Revenue Forecasting, Revenue Management, Identifying New..., Market Research, New Business Development, Business Analysis, Project Management, Budgets, Negotiation, Cross-functional Team..., Process Improvement, Enterprise Software, PMO, Management, Business Process, Strategy, Management Consulting, Consulting, ERP, Professional Services, Program Management
Education
Syracuse University 1996 — 1998
MS, Information Resources Management
Syracuse University 1991 — 1995
BS, Public Relations; Marketing
Harvard Business School
Duff & Phelps December 2014 - Present
Skills
Project Portfolio..., Software Implementation, Business Process..., Offshore Project..., Change Management, Leading Cross..., Developing Client..., Developing Partnerships, Developing Staff, Revenue Forecasting, Revenue Management, Identifying New..., Market Research, New Business Development, Business Analysis, Project Management, Budgets, Negotiation, Cross-functional Team..., Process Improvement, Enterprise Software, PMO, Management, Business Process, Strategy, Management Consulting, Consulting, ERP, Professional Services, Program Management
Education
Syracuse University 1996 — 1998
MS, Information Resources Management
Syracuse University 1991 — 1995
BS, Public Relations; Marketing
Harvard Business School
Peter J. Neckles Peter J. Neckles's Duff & Phelps Experience March 2012 - Present
Job Senior Advisor at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps March 2012 - Present
Duff & Phelps 2011 - March 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1986 - 2011
White & Case September 1979 - January 1986
Hon. John M. Canella, U.S.D.J., S.D.N.Y. September 1977 - September 1979
Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Governance, Corporate Finance, Capital Markets, Mergers, Joint Ventures, Securities, Corporate Law, Commercial Litigation, Valuation, Private Placements, M&A experience
Education
Fordham Law School 1973 — 1977
J.D., cum laude
Rensselaer Polytechnic Institute 1966 — 1971
B.S., Chemistry
Brooklyn Technical High School 1962 — 1966
Duff & Phelps March 2012 - Present
Duff & Phelps 2011 - March 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1986 - 2011
White & Case September 1979 - January 1986
Hon. John M. Canella, U.S.D.J., S.D.N.Y. September 1977 - September 1979
Skills
Private Equity, Investment Banking, Venture Capital, Due Diligence, Mergers & Acquisitions, Corporate Governance, Corporate Finance, Capital Markets, Mergers, Joint Ventures, Securities, Corporate Law, Commercial Litigation, Valuation, Private Placements, M&A experience
Education
Fordham Law School 1973 — 1977
J.D., cum laude
Rensselaer Polytechnic Institute 1966 — 1971
B.S., Chemistry
Brooklyn Technical High School 1962 — 1966
Chris Mather's Duff & Phelps Experience November 2011 - April 2014
Job Investment Banking Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank June 2014 - Present
Duff & Phelps November 2011 - April 2014
Deloitte September 2010 - November 2011
Education
Indiana University - Kelley School of Business 2006 — 2010
UBS Investment Bank June 2014 - Present
Duff & Phelps November 2011 - April 2014
Deloitte September 2010 - November 2011
Education
Indiana University - Kelley School of Business 2006 — 2010
Kimberly Rejniak Kimberly Rejniak's Duff & Phelps Experience July 2011 - January 2013
Job at
Industry Food & Beverages
Experience
L. Knife & Son, Inc. January 2015 - Present
L. Knife & Son, Inc. February 2014 - December 2014
L. Knife & Son, Inc. January 2013 - February 2014
Duff & Phelps July 2011 - January 2013
University of Massachusetts Amherst July 2010 - June 2011
University of Massachusetts Amherst August 2009 - May 2011
The Lisa Ekus Group May 2010 - August 2010
Theatreworks USA January 2007 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Budget, Management, Research, French, Public Relations, Social Media, Budgets, Valuation, Financial Reporting, Financial Analysis, Microsoft Office, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Concentration in Finance
New York University 2001 — 2005
BFA, Theatre/French
L. Knife & Son, Inc. January 2015 - Present
L. Knife & Son, Inc. February 2014 - December 2014
L. Knife & Son, Inc. January 2013 - February 2014
Duff & Phelps July 2011 - January 2013
University of Massachusetts Amherst July 2010 - June 2011
University of Massachusetts Amherst August 2009 - May 2011
The Lisa Ekus Group May 2010 - August 2010
Theatreworks USA January 2007 - June 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Budget, Management, Research, French, Public Relations, Social Media, Budgets, Valuation, Financial Reporting, Financial Analysis, Microsoft Office, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Concentration in Finance
New York University 2001 — 2005
BFA, Theatre/French
Jamie Allen, ASA, CMI Jamie Allen, ASA, CMI's Duff & Phelps Experience March 2015 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
American Appraisal September 2013 - Present
American Appraisal Associates September 2013 - June 2014
KPMG October 2006 - August 2013
Deloitte Tax LLP 2001 - 2006
Accenture 1999 - 2001
Skills
Property Tax, Valuation, Project Management, Client-focused, Training, Management Consulting
Education
Illinois State University 1995 — 1999
Bachelor of Science (BS), Psychology
Duff & Phelps March 2015 - Present
American Appraisal September 2013 - Present
American Appraisal Associates September 2013 - June 2014
KPMG October 2006 - August 2013
Deloitte Tax LLP 2001 - 2006
Accenture 1999 - 2001
Skills
Property Tax, Valuation, Project Management, Client-focused, Training, Management Consulting
Education
Illinois State University 1995 — 1999
Bachelor of Science (BS), Psychology
Justice Chamlee Justice Chamlee's Duff & Phelps Experience June 2004 - October 2006
Job Director Valuation Services
Industry Financial Services
Experience
Andersen Tax 2010 - Present
Gemini Partners 2009 - 2010
Dixon Hughes 2006 - 2009
Duff & Phelps June 2004 - October 2006
Skills
Valuation, Financial Reporting, Portfolio Management, Divestitures, Mergers & Acquisitions, Litigation Support, Purchase Price..., Intangible Assets
Education
Georgia Institute of Technology 2002 — 2004
M.B.A., Finance
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2004
M.B.A., Finance
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Business - Finance
Andersen Tax 2010 - Present
Gemini Partners 2009 - 2010
Dixon Hughes 2006 - 2009
Duff & Phelps June 2004 - October 2006
Skills
Valuation, Financial Reporting, Portfolio Management, Divestitures, Mergers & Acquisitions, Litigation Support, Purchase Price..., Intangible Assets
Education
Georgia Institute of Technology 2002 — 2004
M.B.A., Finance
Georgia Institute of Technology - Georgia Tech College of Management 2002 — 2004
M.B.A., Finance
University of Central Florida - College of Business Administration 1998 — 2001
Bachelor of Science (B.S.), Business - Finance
Adam Melvin's Duff & Phelps Experience April 2011 - June 2012
Job Associate
Industry Capital Markets
Experience
FTI Consulting June 2012 - September 2015
Duff & Phelps April 2011 - June 2012
The Henssler Financial Group April 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Finance, Private Equity, Equities, Investments, Portfolio Management, Analysis, Corporate Finance, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Equity Valuation, DCF, Mergers, Bloomberg, Capital Markets, Data Analysis, Bloomberg Terminal, Derivatives, Hedge Funds, Equity Research, Restructuring, Asset Allocation
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MBA, Finance
University of Georgia - Terry College of Business
BBA, Economics
FTI Consulting June 2012 - September 2015
Duff & Phelps April 2011 - June 2012
The Henssler Financial Group April 2010 - March 2011
Skills
Financial Modeling, Financial Analysis, Finance, Private Equity, Equities, Investments, Portfolio Management, Analysis, Corporate Finance, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Equity Valuation, DCF, Mergers, Bloomberg, Capital Markets, Data Analysis, Bloomberg Terminal, Derivatives, Hedge Funds, Equity Research, Restructuring, Asset Allocation
Education
Kennesaw State University - Michael J. Coles College of Business 2010 — 2011
MBA, Finance
University of Georgia - Terry College of Business
BBA, Economics
Tilman Raybon Tilman Raybon's Duff & Phelps Experience 2006 - 2007
Job
Industry Real Estate
Experience
Crescent Investment Group 2015 - Present
Parmenter Realty Partners 2012 - 2014
Prudential Mortgage Capital Company 2009 - 2012
PM Realty Group (American Realty Advisors) 2007 - 2009
Duff & Phelps 2006 - 2007
Skills
Asset Management, Real Estate, Dispositions, Valuation, Real Estate Finance, Financial Modeling, Real Estate Investment, Financial Analysis, Excel, Real Estate Transactions, Negotiation, Credit, REO, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Property, Investments, Microsoft Excel, Investment Properties
Education
Georgia Institute of Technology 2009 — 2011
MBA, Finance, Operations
Georgia Institute of Technology 2001 — 2006
B.S., Economics
Crescent Investment Group 2015 - Present
Parmenter Realty Partners 2012 - 2014
Prudential Mortgage Capital Company 2009 - 2012
PM Realty Group (American Realty Advisors) 2007 - 2009
Duff & Phelps 2006 - 2007
Skills
Asset Management, Real Estate, Dispositions, Valuation, Real Estate Finance, Financial Modeling, Real Estate Investment, Financial Analysis, Excel, Real Estate Transactions, Negotiation, Credit, REO, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Property, Investments, Microsoft Excel, Investment Properties
Education
Georgia Institute of Technology 2009 — 2011
MBA, Finance, Operations
Georgia Institute of Technology 2001 — 2006
B.S., Economics
Anthony Mozeleski Anthony Mozeleski's Duff & Phelps Experience July 2012 - March 2014
Job Sr. Project Manager at Apple
Industry Automotive
Experience
Apple March 2014 - Present
Duff & Phelps July 2012 - March 2014
General Motors August 2000 - July 2012
New Media Inc June 1997 - August 2000
Nestle USA May 1992 - May 1997
Skills
Process Improvement, Litigation Support, Business Process..., Management, Business Intelligence, Project Management, Vendor Management, Consulting, IT Strategy, Strategy, Business Strategy, Strategic Planning, Business Analysis, Product Management, Management Consulting, Program Management, Contract Management, Business Process, Change Management
Education
John Carroll University 1988 — 1992
BSBA, Business
Gilmour Academy 1980 — 1984
Apple March 2014 - Present
Duff & Phelps July 2012 - March 2014
General Motors August 2000 - July 2012
New Media Inc June 1997 - August 2000
Nestle USA May 1992 - May 1997
Skills
Process Improvement, Litigation Support, Business Process..., Management, Business Intelligence, Project Management, Vendor Management, Consulting, IT Strategy, Strategy, Business Strategy, Strategic Planning, Business Analysis, Product Management, Management Consulting, Program Management, Contract Management, Business Process, Change Management
Education
John Carroll University 1988 — 1992
BSBA, Business
Gilmour Academy 1980 — 1984
Jack Winn Jack Winn's Duff & Phelps Experience November 2005 - June 2008
Job Head of Talent Acquisition at Blue Buffalo Co
Industry Staffing and Recruiting
Experience
Blue Buffalo Co November 2014 - Present
Resume Agents May 2014 - Present
Quantsearch Partners June 2008 - November 2014
Duff & Phelps November 2005 - June 2008
InSearch Worldwide March 2004 - June 2005
Taft Associates January 2001 - March 2004
Skills
Recruiting, Business Development, Executive Search, Strategic Planning, Program Management, Leadership, Talent Acquisition, Applicant Tracking..., Sourcing, Financial Services, Risk Management, Change Management, Performance Management, Workforce Planning, Human Resources, Consulting, Management
Education
James Madison University
BS
Blue Buffalo Co November 2014 - Present
Resume Agents May 2014 - Present
Quantsearch Partners June 2008 - November 2014
Duff & Phelps November 2005 - June 2008
InSearch Worldwide March 2004 - June 2005
Taft Associates January 2001 - March 2004
Skills
Recruiting, Business Development, Executive Search, Strategic Planning, Program Management, Leadership, Talent Acquisition, Applicant Tracking..., Sourcing, Financial Services, Risk Management, Change Management, Performance Management, Workforce Planning, Human Resources, Consulting, Management
Education
James Madison University
BS
Tim Sutcliffe, MBA Tim Sutcliffe, MBA's Duff & Phelps Experience October 2010 - May 2015
Job Senior Analyst, Corporate FP&A at Axalta Coating Systems
Industry Financial Services
Experience
Axalta Coating Systems June 2015 - Present
Duff & Phelps October 2010 - May 2015
QUAD 656, LLC July 2008 - January 2009
Mercedes-Benz of Fort Washington April 2003 - May 2008
Skills
Valuation, Accounting, Mergers, Finance, Microsoft Excel, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Fixed Assets, Purchase Price..., Business Valuation, Due Diligence, Corporate Finance, Financial Reporting, US GAAP, Asset Management, Auditing, Financial Accounting, Investments
Education
La Salle University - School of Business Administration 2009 — 2010
MBA
Penn State University 2003 — 2007
Bachelor's
Hatboro-Horsham 1999 — 2003
Axalta Coating Systems June 2015 - Present
Duff & Phelps October 2010 - May 2015
QUAD 656, LLC July 2008 - January 2009
Mercedes-Benz of Fort Washington April 2003 - May 2008
Skills
Valuation, Accounting, Mergers, Finance, Microsoft Excel, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Fixed Assets, Purchase Price..., Business Valuation, Due Diligence, Corporate Finance, Financial Reporting, US GAAP, Asset Management, Auditing, Financial Accounting, Investments
Education
La Salle University - School of Business Administration 2009 — 2010
MBA
Penn State University 2003 — 2007
Bachelor's
Hatboro-Horsham 1999 — 2003
Ryan C. Jaggers, CFA Ryan C. Jaggers, CFA's Duff & Phelps Experience 1994 - 1999
Job Head of North America Insurance Sales at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Morgan Stanley Investment Management September 2015 - Present
Delaware Investments, a member of the Macquarie Group November 2011 - August 2015
McDonnell Investment Management April 2009 - November 2011
Invesco Ltd. 2007 - 2009
INVESCO Institutional, N.A. 2002 - 2006
Zurich Scudder Investments 1999 - 2002
Duff & Phelps 1994 - 1999
Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance & Management Strategy
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Kaitlin Brenn Kaitlin Brenn's Duff & Phelps Experience May 2013 - July 2013
Job Financial Analyst Distribution Finance at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios December 2014 - Present
The Walt Disney Company June 2014 - November 2014
ARAMARK September 2012 - May 2014
Georgetown University Women's Soccer Team August 2010 - May 2014
Duff & Phelps May 2013 - July 2013
Georgetown University September 2011 - May 2012
MRE Accounting May 2011 - August 2011
Trattoria Uno April 2007 - August 2010
Skills
Microsoft Excel, Teamwork, Financial Modeling, SQL, Time Management, Microsoft Office, Business Valuation, Organization, Research, Financial Analysis, Customer Service, Bloomberg, Capital IQ, ThomsonOne
Education
Georgetown University 2010 — 2014
BS, Accounting and Finance
The Walt Disney Studios December 2014 - Present
The Walt Disney Company June 2014 - November 2014
ARAMARK September 2012 - May 2014
Georgetown University Women's Soccer Team August 2010 - May 2014
Duff & Phelps May 2013 - July 2013
Georgetown University September 2011 - May 2012
MRE Accounting May 2011 - August 2011
Trattoria Uno April 2007 - August 2010
Skills
Microsoft Excel, Teamwork, Financial Modeling, SQL, Time Management, Microsoft Office, Business Valuation, Organization, Research, Financial Analysis, Customer Service, Bloomberg, Capital IQ, ThomsonOne
Education
Georgetown University 2010 — 2014
BS, Accounting and Finance
Mitch Vininsky Mitch Vininsky's Duff & Phelps Experience November 1998 - June 2015
Job Vice President and Managing Director at KSV Advisory Inc.
Industry Accounting
Experience
KSV Advisory Inc. July 2015 - Present
Duff & Phelps November 1998 - June 2015
Skills
Restructuring, Fraud, Receiverships, Mergers, Finance, Bankruptcy, Venture Capital, Credit, Corporate Finance, Divestitures, Forensic Accounting, Financial Analysis, Private Equity, Turn Around Management, Liquidation, Debt Settlement, Debt Restructuring, Financial Modeling, Cross-border..., Cash Flow, Due Diligence, Corporate Recovery, Mergers & Acquisitions, Financial Structuring, Corporate Governance, Valuation, Structured Finance
Education
Ivey Business School at Western University 2000 — 2001
MBA
The University of Western Ontario - Richard Ivey School of Business 1993 — 1995
HBA, Business
KSV Advisory Inc. July 2015 - Present
Duff & Phelps November 1998 - June 2015
Skills
Restructuring, Fraud, Receiverships, Mergers, Finance, Bankruptcy, Venture Capital, Credit, Corporate Finance, Divestitures, Forensic Accounting, Financial Analysis, Private Equity, Turn Around Management, Liquidation, Debt Settlement, Debt Restructuring, Financial Modeling, Cross-border..., Cash Flow, Due Diligence, Corporate Recovery, Mergers & Acquisitions, Financial Structuring, Corporate Governance, Valuation, Structured Finance
Education
Ivey Business School at Western University 2000 — 2001
MBA
The University of Western Ontario - Richard Ivey School of Business 1993 — 1995
HBA, Business
Jeff MacDonald's Duff & Phelps Experience 2005 - 2006
Job Vice President at AlpInvest Partners
Industry Financial Services
Experience
AlpInvest Partners April 2013 - Present
Credit Suisse September 2006 - April 2013
Duff & Phelps 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Strategic Planning, Private Equity, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
AlpInvest Partners April 2013 - Present
Credit Suisse September 2006 - April 2013
Duff & Phelps 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Strategic Planning, Private Equity, Financial Modeling, Financial Analysis
Education
Indiana University Bloomington
Bachelor of Science, Finance
Joseph Omoworare's Duff & Phelps Experience February 2012 - Present
Job Managing Director at Duff & Phelps focused on the Energy Industry
Industry Financial Services
Experience
Duff & Phelps February 2012 - Present
Duff & Phelps January 2009 - January 2012
TXU 1999 - 2005
TXU Europe 1997 - 1999
Eastern Group 1992 - 1997
Skills
Valuation, Financial Modeling, Business Strategy, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Financial Analysis, Business Valuation, Due Diligence, Management Consulting, Renewable Energy, Power Generation, Strategic Financial..., Risk Management, Private Equity, Business Development, Project Finance, Analysis
Education
Henley Business School 1997 — 1999
MBA, Finance
University of East London 1987 — 1990
BA (Hons), International Finance & Accounting
Duff & Phelps February 2012 - Present
Duff & Phelps January 2009 - January 2012
TXU 1999 - 2005
TXU Europe 1997 - 1999
Eastern Group 1992 - 1997
Skills
Valuation, Financial Modeling, Business Strategy, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Financial Analysis, Business Valuation, Due Diligence, Management Consulting, Renewable Energy, Power Generation, Strategic Financial..., Risk Management, Private Equity, Business Development, Project Finance, Analysis
Education
Henley Business School 1997 — 1999
MBA, Finance
University of East London 1987 — 1990
BA (Hons), International Finance & Accounting
Steven A. Claiborne's Duff & Phelps Experience September 2013 - Present
Job Office of the President & Executive Committee Member
Industry Financial Services
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - September 2013
Duff & Phelps September 2008 - June 2010
Duff & Phelps May 2008 - September 2008
Liz Claiborne December 2007 - April 2008
Crystal McCrary Anthony Productions October 2006 - December 2007
Thurgood Marshall College Fund December 2005 - September 2006
Forest Laboratories July 2005 - January 2006
L'Occitane en Provence July 2003 - April 2005
Howard University June 2001 - April 2003
Skills
Strategic Planning, Due Diligence, Project Management, Event Management, Marketing, Social Networking, Securities, Financial Modeling, Strategy, Corporate Finance, Entrepreneurship, Event Planning, Financial Analysis, Budgets
Education
Howard University 1996 — 2001
BFA, Theatre Arts (Concentration: Musical Theatre)
Duff & Phelps September 2013 - Present
Duff & Phelps June 2010 - September 2013
Duff & Phelps September 2008 - June 2010
Duff & Phelps May 2008 - September 2008
Liz Claiborne December 2007 - April 2008
Crystal McCrary Anthony Productions October 2006 - December 2007
Thurgood Marshall College Fund December 2005 - September 2006
Forest Laboratories July 2005 - January 2006
L'Occitane en Provence July 2003 - April 2005
Howard University June 2001 - April 2003
Skills
Strategic Planning, Due Diligence, Project Management, Event Management, Marketing, Social Networking, Securities, Financial Modeling, Strategy, Corporate Finance, Entrepreneurship, Event Planning, Financial Analysis, Budgets
Education
Howard University 1996 — 2001
BFA, Theatre Arts (Concentration: Musical Theatre)
Laura Ochoa's Duff & Phelps Experience March 2013 - Present
Job Vice President at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps March 2013 - Present
Duff & Phelps April 2010 - March 2013
Duff & Phelps June 2008 - April 2010
Blackmore Partners May 2007 - August 2007
Lotus Blossom Consulting March 2007 - March 2007
The Field Museum June 2006 - August 2006
Skills
Strategic Planning, Organizational..., Training & Development, Process Improvement, Software Development..., Creative Problem Solving, MS Project, Visio, Cello, Finance, Employee Training, Analysis, SDLC, Program Management, Project Management, Strategy, Data Analysis, Public Speaking
Education
Grinnell College 2004 — 2008
BS, Religious Studies
Orta Doğu Teknik Üniversitesi 2006 — 2006
BS, International Relations
Webster Groves High School 2000 — 2004
Duff & Phelps March 2013 - Present
Duff & Phelps April 2010 - March 2013
Duff & Phelps June 2008 - April 2010
Blackmore Partners May 2007 - August 2007
Lotus Blossom Consulting March 2007 - March 2007
The Field Museum June 2006 - August 2006
Skills
Strategic Planning, Organizational..., Training & Development, Process Improvement, Software Development..., Creative Problem Solving, MS Project, Visio, Cello, Finance, Employee Training, Analysis, SDLC, Program Management, Project Management, Strategy, Data Analysis, Public Speaking
Education
Grinnell College 2004 — 2008
BS, Religious Studies
Orta Doğu Teknik Üniversitesi 2006 — 2006
BS, International Relations
Webster Groves High School 2000 — 2004
Michelle Creed's Duff & Phelps Experience January 2015 - Present
Job Talent Acquisition Manager at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
Various Gyms 1998 - Present
The Claro Group July 2013 - January 2015
Travelers April 2012 - July 2013
CNA July 2008 - February 2012
Finance and Accounting 2005 - July 2008
Kraft Foods Inc. 2001 - 2003
Searle 1998 - 2000
ABN AMRO 1994 - 1999
Andersen Business Consulting 1990 - 1993
Skills
Interviews, PeopleSoft, Recruiting, Sourcing, Strategy, Talent Management, Talent Acquisition, Executive Search, SDLC, Process Improvement, Finance, Applicant Tracking..., Leadership, Change Management, Insurance, Strategic Planning, Onboarding, Portfolio Management, Mergers, Project Management, Lean Process Improvement, Deferred Compensation, HRIS, Strategic Financial..., Property & Casualty..., CRM, Financial Analysis, Workers Compensation, Management Consulting, Personnel Management, Analysis, Hiring, Executive Management, Consulting, Mergers & Acquisitions, Business Strategy, College Recruiting, Management
Education
Valparaiso University 1985 — 1990
BA, Communications
Keller Graduate School of Management of DeVry University
MBA
Duff & Phelps January 2015 - Present
Various Gyms 1998 - Present
The Claro Group July 2013 - January 2015
Travelers April 2012 - July 2013
CNA July 2008 - February 2012
Finance and Accounting 2005 - July 2008
Kraft Foods Inc. 2001 - 2003
Searle 1998 - 2000
ABN AMRO 1994 - 1999
Andersen Business Consulting 1990 - 1993
Skills
Interviews, PeopleSoft, Recruiting, Sourcing, Strategy, Talent Management, Talent Acquisition, Executive Search, SDLC, Process Improvement, Finance, Applicant Tracking..., Leadership, Change Management, Insurance, Strategic Planning, Onboarding, Portfolio Management, Mergers, Project Management, Lean Process Improvement, Deferred Compensation, HRIS, Strategic Financial..., Property & Casualty..., CRM, Financial Analysis, Workers Compensation, Management Consulting, Personnel Management, Analysis, Hiring, Executive Management, Consulting, Mergers & Acquisitions, Business Strategy, College Recruiting, Management
Education
Valparaiso University 1985 — 1990
BA, Communications
Keller Graduate School of Management of DeVry University
MBA
Blair Richardson's Duff & Phelps Experience March 2012 - Present
Job Vice President at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps March 2012 - Present
Duff & Phelps September 2011 - February 2012
AgroSource, LLC August 2009 - July 2011
Grail Partners LLC September 2007 - June 2009
Duff & Phelps August 2006 - September 2007
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Hedge Funds, Equity Valuation, Equities, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Alternative Investments, DCF, Capital Markets
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (B.A.), Finance & Accounting
Franklin & Marshall College
Bachelor of Arts (B.A.), Finance & Accounting
Duff & Phelps March 2012 - Present
Duff & Phelps September 2011 - February 2012
AgroSource, LLC August 2009 - July 2011
Grail Partners LLC September 2007 - June 2009
Duff & Phelps August 2006 - September 2007
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Business Valuation, Financial Analysis, Hedge Funds, Equity Valuation, Equities, Investment Banking, Due Diligence, Mergers & Acquisitions, Investments, Alternative Investments, DCF, Capital Markets
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (B.A.), Finance & Accounting
Franklin & Marshall College
Bachelor of Arts (B.A.), Finance & Accounting
Brian Meaney, CFA's Duff & Phelps Experience March 2015 - Present
Job Director at Duff & Phelps with Expertise in Valuation Services
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps March 2012 - February 2015
Duff & Phelps July 2011 - February 2012
JPMorgan Chase & Co June 2010 - July 2011
Duff & Phelps April 2008 - June 2010
Duff & Phelps August 2006 - March 2008
Skills
Investment Management, Purchase Price..., Valuation, Financial Modeling, DCF, Hedge Funds, Equities, Investments, Financial Risk, Intellectual Property..., Fair Value, Analysis, Business Valuation, Equity Valuation, Private Equity, Equity Research, Bloomberg
Education
James Madison University 2002 — 2006
Bachelor of Science, Quantitative Finance and Economics
James Madison University 2002 — 2006
Bachelor of Science (B.S.), Quantitative Finance and Economics
Duff & Phelps March 2015 - Present
Duff & Phelps March 2012 - February 2015
Duff & Phelps July 2011 - February 2012
JPMorgan Chase & Co June 2010 - July 2011
Duff & Phelps April 2008 - June 2010
Duff & Phelps August 2006 - March 2008
Skills
Investment Management, Purchase Price..., Valuation, Financial Modeling, DCF, Hedge Funds, Equities, Investments, Financial Risk, Intellectual Property..., Fair Value, Analysis, Business Valuation, Equity Valuation, Private Equity, Equity Research, Bloomberg
Education
James Madison University 2002 — 2006
Bachelor of Science, Quantitative Finance and Economics
James Madison University 2002 — 2006
Bachelor of Science (B.S.), Quantitative Finance and Economics
Ranbir Thukral's Duff & Phelps Experience August 2010 - November 2014
Job Manager Transaction Services at EY
Industry Financial Services
Experience
EY November 2014 - Present
Duff & Phelps August 2010 - November 2014
Heidmar January 2002 - July 2010
MMA May 2001 - December 2001
kirloskar aaf January 2001 - January 2001
Skills
Financial Modeling, Business Development, Financial Analysis, Business Analysis, Corporate Finance, Valuation, Change Management, Business Process, Risk Management, Mergers & Acquisitions, Private Equity, Strategy, Equities, Investment Banking, Finance, Due Diligence, Restructuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance and Global Business
ITI-Information Technology Institute
AIT- Applied Information Technology
Manipal Institute of Technology
B.E, Chemical
Jai Hind College
Sacred Heart
EY November 2014 - Present
Duff & Phelps August 2010 - November 2014
Heidmar January 2002 - July 2010
MMA May 2001 - December 2001
kirloskar aaf January 2001 - January 2001
Skills
Financial Modeling, Business Development, Financial Analysis, Business Analysis, Corporate Finance, Valuation, Change Management, Business Process, Risk Management, Mergers & Acquisitions, Private Equity, Strategy, Equities, Investment Banking, Finance, Due Diligence, Restructuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance and Global Business
ITI-Information Technology Institute
AIT- Applied Information Technology
Manipal Institute of Technology
B.E, Chemical
Jai Hind College
Sacred Heart
Scott Lyman's Duff & Phelps Experience August 2015 - Present
Job Director at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps August 2015 - Present
Project Enterprise March 2014 - Present
Mesirow Financial Consulting, LLC July 2013 - August 2015
FTI Consulting January 2010 - July 2013
FTI Consulting January 2007 - December 2009
FTI Consulting October 2004 - December 2006
PricewaterhouseCoopers August 2002 - October 2004
Skills
Corporate Finance, Restructuring, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Derivatives, Financial Risk, Bankruptcy, Capital Markets, Finance, Operational Turnaround, Turnaround Experience, Internal Controls, Credit, Debt, Start-ups, Start-up Ventures, Corporate Development, Strategic Consulting, Management Consulting, Strategy, Business Strategy
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance and Accounting
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance and Accounting
City University - London, UK 2001 — 2001
Duff & Phelps August 2015 - Present
Project Enterprise March 2014 - Present
Mesirow Financial Consulting, LLC July 2013 - August 2015
FTI Consulting January 2010 - July 2013
FTI Consulting January 2007 - December 2009
FTI Consulting October 2004 - December 2006
PricewaterhouseCoopers August 2002 - October 2004
Skills
Corporate Finance, Restructuring, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Derivatives, Financial Risk, Bankruptcy, Capital Markets, Finance, Operational Turnaround, Turnaround Experience, Internal Controls, Credit, Debt, Start-ups, Start-up Ventures, Corporate Development, Strategic Consulting, Management Consulting, Strategy, Business Strategy
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance and Accounting
Indiana University Bloomington 1998 — 2002
Bachelor of Science, Finance and Accounting
City University - London, UK 2001 — 2001
Matthew Vold's Duff & Phelps Experience April 2013 - Present
Job Director Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps April 2013 - Present
Charles River Associates May 2004 - April 2013
InteCap, Inc. (acquired by CRA International in April 2004) June 2003 - April 2004
Skills
Business Valuation, Capital IQ, Litigation Support, Financial Analysis, Economics, Intellectual Property, Valuation, Financial Modeling, Excel, Market Research, Transfer Pricing, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1999 — 2003
Duff & Phelps April 2013 - Present
Charles River Associates May 2004 - April 2013
InteCap, Inc. (acquired by CRA International in April 2004) June 2003 - April 2004
Skills
Business Valuation, Capital IQ, Litigation Support, Financial Analysis, Economics, Intellectual Property, Valuation, Financial Modeling, Excel, Market Research, Transfer Pricing, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1999 — 2003
Prithvi Ramesh's Duff & Phelps Experience May 2009 - July 2010
Job Quantitative Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2010 - Present
Duff & Phelps May 2009 - July 2010
Merrill Lynch February 2007 - December 2008
Skills
Fixed Income, Derivatives
Education
New York University 2005 — 2007
M.S. Math in Finance, mathematical finance
Indian Statistical Institute 2003 — 2005
M.Math, Mathematics
St. Stephen's College 2000 — 2003
BA Hons., Mathematics
UBS Investment Bank July 2010 - Present
Duff & Phelps May 2009 - July 2010
Merrill Lynch February 2007 - December 2008
Skills
Fixed Income, Derivatives
Education
New York University 2005 — 2007
M.S. Math in Finance, mathematical finance
Indian Statistical Institute 2003 — 2005
M.Math, Mathematics
St. Stephen's College 2000 — 2003
BA Hons., Mathematics
Francisco Paret's Duff & Phelps Experience 2004 - 2005
Job Executive Search and Leadership Consulting
Industry Management Consulting
Experience
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Egon Zehnder 2005 - Present
Duff & Phelps 2004 - 2005
Aldamar Partners 2003 - 2004
Credit Suisse First Boston 1997 - 2003
ING Barings 1996 - 1997
Bear Stearns 1992 - 1995
Skills
Investment Banking, Corporate Finance, Financial Services, Capital Markets, Private Equity, Start-ups, Asset Management, Mergers & Acquisitions, Executive Search, Executive Management, Alternative Investments, Hedge Funds, Leadership, Corporate Development, Banking, Venture Capital, Due Diligence, Capital Raising, Restructuring, Valuation, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Georgetown University 1982 — 1986
BSBA, International Management and Finance
Colegio San Ignacio
Scott Pollard, CFA's Duff & Phelps Experience June 2015 - Present
Job Portfolio Valuation
Industry Financial Services
Experience
Duff & Phelps June 2015 - Present
Proprietary Trader October 2009 - April 2015
YieldQuest Advisors March 2005 - May 2009
Skills
Fixed Income, Global Macro, Portfolio Management, Capital Markets, Fixed Income Analysis, Derivatives, Bloomberg, Equities, Valuation, Financial Modeling, Investments
Education
Georgia Institute of Technology 1997 — 2001
BS, Industrial Engineering
Georgia State University 2002 — 2004
MBA, Finance
Duff & Phelps June 2015 - Present
Proprietary Trader October 2009 - April 2015
YieldQuest Advisors March 2005 - May 2009
Skills
Fixed Income, Global Macro, Portfolio Management, Capital Markets, Fixed Income Analysis, Derivatives, Bloomberg, Equities, Valuation, Financial Modeling, Investments
Education
Georgia Institute of Technology 1997 — 2001
BS, Industrial Engineering
Georgia State University 2002 — 2004
MBA, Finance
Michelle Norman's Duff & Phelps Experience October 2014 - Present
Job at
Industry Financial Services
Experience
Duff & Phelps October 2014 - Present
IPFC Corp September 2008 - October 2014
CRA International, Inc. August 2005 - August 2008
MicroMed Technology April 2005 - August 2005
The Gambrinus Company December 2002 - March 2005
Retail Concepts, Inc. (d.b.a., Sun & Ski Sports) February 1999 - August 2002
Fort Bend ISD July 1997 - December 1998
Schlumberger GeoQuest September 1995 - July 1997
Education
Houston Community College
Duff & Phelps October 2014 - Present
IPFC Corp September 2008 - October 2014
CRA International, Inc. August 2005 - August 2008
MicroMed Technology April 2005 - August 2005
The Gambrinus Company December 2002 - March 2005
Retail Concepts, Inc. (d.b.a., Sun & Ski Sports) February 1999 - August 2002
Fort Bend ISD July 1997 - December 1998
Schlumberger GeoQuest September 1995 - July 1997
Education
Houston Community College
Chris Mansueto's Duff & Phelps Experience March 2006 - January 2007
Job Associate at Cassel Salpeter & Co.
Industry Financial Services
Experience
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Cassel Salpeter & Co. May 2010 - Present
Ladenburg Thalmann June 2008 - May 2010
Kaufman, Rossin & Co. February 2007 - May 2008
Duff & Phelps March 2006 - January 2007
CBIZ Valuation Group October 2004 - March 2006
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration,
George Mason University 1994 — 1998
Bachelor of Science, Economics
East High School
Steven Frederick's Duff & Phelps Experience February 1996 - March 1998
Job Vice President Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
US Capital Corporation October 2014 - Present
Corporate Contracts LLC January 2012 - September 2014
Frontier Leasing Corporation November 1998 - 2012
UniCapital Corporation November 1997 - November 1998
Duff & Phelps February 1996 - March 1998
The Dai-Ichi Kangyo Bank - Chicago May 1994 - February 1996
American National Bank & Trust Co. of Chicago May 1992 - May 1994
Skills
Business Management, Relationship Development, Corporate Finance, Structured Finance, Marketing Strategy, Management, Asset-backed..., Business Development, Business Operations, Consulting, Negotiation, Six Sigma, Business Analysis, Business Planning, Finance, Financial Analysis, Banking, Portfolio Management, Credit, Analysis, Financial Services, Contract Negotiation
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Purdue University 1987 — 1990
N/A, Electrical Engineering
U.S. Bank August 2015 - Present
US Capital Corporation October 2014 - Present
Corporate Contracts LLC January 2012 - September 2014
Frontier Leasing Corporation November 1998 - 2012
UniCapital Corporation November 1997 - November 1998
Duff & Phelps February 1996 - March 1998
The Dai-Ichi Kangyo Bank - Chicago May 1994 - February 1996
American National Bank & Trust Co. of Chicago May 1992 - May 1994
Skills
Business Management, Relationship Development, Corporate Finance, Structured Finance, Marketing Strategy, Management, Asset-backed..., Business Development, Business Operations, Consulting, Negotiation, Six Sigma, Business Analysis, Business Planning, Finance, Financial Analysis, Banking, Portfolio Management, Credit, Analysis, Financial Services, Contract Negotiation
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance
Indiana University - Kelley School of Business 1989 — 1992
BS, Finance
Purdue University 1987 — 1990
N/A, Electrical Engineering
Brian Washkowiak's Duff & Phelps Experience 1994 - 1998
Job Portfolio Manager at BW Capital Partners
Industry Investment Management
Experience
BW Capital Partners January 2012 - Present
Talon Opportunity Partners, LP 1998 - December 2011
Duff & Phelps 1994 - 1998
Education
Illinois State University
BW Capital Partners January 2012 - Present
Talon Opportunity Partners, LP 1998 - December 2011
Duff & Phelps 1994 - 1998
Education
Illinois State University
Anh Trinh's Duff & Phelps Experience June 2005 - May 2008
Job Product Manager
Industry Internet
Experience
Padma de Fleur July 2012 - Present
VNG May 2011 - September 2012
VNG Corporation January 2010 - May 2011
VNG July 2008 - January 2010
Duff & Phelps June 2005 - May 2008
Skills
Marketing Communications, Market Research, Research, Digital Marketing, Social Media, Online Marketing, Online Advertising, Strategy, Marketing Strategy, Social Media Marketing, Copywriting, Management, Analysis, Product Management
Education
Grinnell College 2001 — 2005
BA, Economics, 3.84
Padma de Fleur July 2012 - Present
VNG May 2011 - September 2012
VNG Corporation January 2010 - May 2011
VNG July 2008 - January 2010
Duff & Phelps June 2005 - May 2008
Skills
Marketing Communications, Market Research, Research, Digital Marketing, Social Media, Online Marketing, Online Advertising, Strategy, Marketing Strategy, Social Media Marketing, Copywriting, Management, Analysis, Product Management
Education
Grinnell College 2001 — 2005
BA, Economics, 3.84
Adams, Greg's Duff & Phelps Experience ManagerDeloitteOctober 2005 - October 2007
Job VP at Duff & Phelps
Industry Research
Experience
Duff & Phelps ManagerDeloitteOctober 2005 - October 2007
Carter September 2000 - October 2005
Everson, Huber & Driggers January 1997 - September 2000
Education
Georgia State University
BBA, Real Estate
Duff & Phelps ManagerDeloitteOctober 2005 - October 2007
Carter September 2000 - October 2005
Everson, Huber & Driggers January 1997 - September 2000
Education
Georgia State University
BBA, Real Estate
Robert Allendorf's Duff & Phelps Experience 2001 - 2003
Job Senior Private Banking Relationship Manager
Industry Banking
Experience
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Northern Trust August 2011 - Present
Wells Fargo Private Bank August 2009 - August 2011
Wachovia Wealth Management December 2007 - August 2009
US Trust, Bank of America Private Wealth Management 2004 - 2007
Gap Inc. 2003 - 2003
Duff & Phelps 2001 - 2003
Banc of America Securities 1997 - 2001
Ernst & Young 1991 - 1995
Skills
Series 7, Wealth Management, Credit, Asset Allocation, Banking, Loans, Private Banking, Series 63, Investment Advisory, Financial Analysis, Commercial Lending, Finance
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
University of Saint Thomas 1987 — 1991
BA, Finance
Hopkins High School
Bachelor of Arts, Finance
Allison Phillips, CFA's Duff & Phelps Experience October 2011 - July 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Victory Park Capital Advisors February 2014 - May 2014
Duff & Phelps October 2011 - July 2013
Duff & Phelps March 2010 - September 2011
KPMG July 2007 - March 2010
Sandler & Travis Trade Advisory Services June 2006 - June 2007
Office of Congressman Scott Garrett June 2005 - August 2005
Skills
Business Valuation, Intellectual Property..., Transfer Pricing, Financial Modeling, Statistics, Regression Testing, Alternative Investments, Portfolio Valuation, Chartered Financial..., Finance, Hedge Funds, Portfolio Management, Management, Corporate Finance, Investment Banking
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Finance, Entrepreneurship
Georgetown University 2003 — 2007
BSFS, International Economics, International Affairs
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Victory Park Capital Advisors February 2014 - May 2014
Duff & Phelps October 2011 - July 2013
Duff & Phelps March 2010 - September 2011
KPMG July 2007 - March 2010
Sandler & Travis Trade Advisory Services June 2006 - June 2007
Office of Congressman Scott Garrett June 2005 - August 2005
Skills
Business Valuation, Intellectual Property..., Transfer Pricing, Financial Modeling, Statistics, Regression Testing, Alternative Investments, Portfolio Valuation, Chartered Financial..., Finance, Hedge Funds, Portfolio Management, Management, Corporate Finance, Investment Banking
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Finance, Entrepreneurship
Georgetown University 2003 — 2007
BSFS, International Economics, International Affairs
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
Sarah (Halabi) Dashoush's Duff & Phelps Experience February 2014 - Present
Job Senior Accountant at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps February 2014 - Present
Duff & Phelps April 2012 - February 2014
Verizon June 2010 - April 2012
TD Bank November 2007 - November 2010
Skills
General Ledger, Account Reconciliation, Analysis, Accounting, Journal Entries, PeopleSoft, Microsoft Excel, Corporate Finance, Banking, Spreadsheets, Business Analysis, Auditing, Variance Analysis, Cash Flow
Education
Kaplan University 2011 — 2013
Masters, Finance
Rutgers University-New Brunswick 2008 — 2010
Bachelors, Accounting
Duff & Phelps February 2014 - Present
Duff & Phelps April 2012 - February 2014
Verizon June 2010 - April 2012
TD Bank November 2007 - November 2010
Skills
General Ledger, Account Reconciliation, Analysis, Accounting, Journal Entries, PeopleSoft, Microsoft Excel, Corporate Finance, Banking, Spreadsheets, Business Analysis, Auditing, Variance Analysis, Cash Flow
Education
Kaplan University 2011 — 2013
Masters, Finance
Rutgers University-New Brunswick 2008 — 2010
Bachelors, Accounting
Ian Gaida's Duff & Phelps Experience June 2011 - May 2014
Job Strategic Finance at Next Step Living
Industry Environmental Services
Experience
Next Step Living May 2014 - Present
Duff & Phelps June 2011 - May 2014
University of Massachusetts Transit Services June 2007 - May 2011
Grant Thornton LLP June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Due Diligence, Data Analysis, Valuation, Tax, Microsoft Office, Financial Analysis, Access, Accounting, Economics, Problem Solving, Forecasting, Excel, Word, Financial Modeling, Market Research, Corporate Finance, Research, Analysis, English, Competitive Analysis, Outlook, Business Strategy, Creative Problem Solving, Multi Tasking, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, Accounting, Economics, 3.74
Next Step Living May 2014 - Present
Duff & Phelps June 2011 - May 2014
University of Massachusetts Transit Services June 2007 - May 2011
Grant Thornton LLP June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Due Diligence, Data Analysis, Valuation, Tax, Microsoft Office, Financial Analysis, Access, Accounting, Economics, Problem Solving, Forecasting, Excel, Word, Financial Modeling, Market Research, Corporate Finance, Research, Analysis, English, Competitive Analysis, Outlook, Business Strategy, Creative Problem Solving, Multi Tasking, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, Accounting, Economics, 3.74
Sing Chan Williams's Duff & Phelps Experience 2007 - 2010
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Duff & Phelps 2007 - 2010
Morgan Stanley 2006 - 2007
EY 2000 - 2005
Skills
Marketing Strategy, Marketing Communications, Marketing Copy, Strategic Communications, Public Relations, Strategic Public..., Proposal Writing, Report Writing, Financial Services, Web Content, Thought Leadership, Corporate Events, Advertising, RFP, Brand Management
Education
Harvard Business School
General Management
New York University
Classics and Fine Arts
Goldman Sachs 2010 - Present
Duff & Phelps 2007 - 2010
Morgan Stanley 2006 - 2007
EY 2000 - 2005
Skills
Marketing Strategy, Marketing Communications, Marketing Copy, Strategic Communications, Public Relations, Strategic Public..., Proposal Writing, Report Writing, Financial Services, Web Content, Thought Leadership, Corporate Events, Advertising, RFP, Brand Management
Education
Harvard Business School
General Management
New York University
Classics and Fine Arts
Donald Jacobs's Duff & Phelps Experience 2007 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Duff & Phelps 2007 - 2008
Chanin Capital Partners 2006 - 2007
The Silverfern Group, Inc. 2005 - 2006
UBS Investment Bank 2001 - 2003
PaineWebber 2000 - 2001
Houlihan Lokey 1997 - 2000
EMCOR Group, Inc. 1991 - 1995
Arthur Andersen & Co. 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Leadership, Microsoft Word, Analysis, Mergers & Acquisitions, Finance, Valuation, Due Diligence, Investments, Private Equity, Equities, Hedge Funds, Strategy
Education
Indiana University - Kelley School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General, 3.9
The College of William and Mary 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Duff & Phelps 2007 - 2008
Chanin Capital Partners 2006 - 2007
The Silverfern Group, Inc. 2005 - 2006
UBS Investment Bank 2001 - 2003
PaineWebber 2000 - 2001
Houlihan Lokey 1997 - 2000
EMCOR Group, Inc. 1991 - 1995
Arthur Andersen & Co. 1988 - 1991
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Accounting, Microsoft Office, Leadership, Microsoft Word, Analysis, Mergers & Acquisitions, Finance, Valuation, Due Diligence, Investments, Private Equity, Equities, Hedge Funds, Strategy
Education
Indiana University - Kelley School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General, 3.9
The College of William and Mary 1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting
Ashley Houlden, CA, CBV's Duff & Phelps Experience 2013 - Present
Job Vice President at Duff & Phelps
Industry Mining & Metals
Experience
Duff & Phelps 2013 - Present
BMO Capital Markets 2010 - 2012
KPMG LLP 2007 - 2010
Education
Harvard Law School 2012 — 2012
Summer Program on Negotiation
CICBV
CBV, Chartered Business Valuator
CICA
CA, Chartered Accountant
University of Waterloo 2007 — 2007
MAcc, Accounting
University of Waterloo 2002 — 2006
BA, Honours Chartered Accountancy Studies
Duff & Phelps 2013 - Present
BMO Capital Markets 2010 - 2012
KPMG LLP 2007 - 2010
Education
Harvard Law School 2012 — 2012
Summer Program on Negotiation
CICBV
CBV, Chartered Business Valuator
CICA
CA, Chartered Accountant
University of Waterloo 2007 — 2007
MAcc, Accounting
University of Waterloo 2002 — 2006
BA, Honours Chartered Accountancy Studies
Kyle Brengel's Duff & Phelps Experience July 2012 - October 2013
Job Direct Lending/Special Situations Associate at Napier Park Global Capital
Industry Accounting
Experience
Napier Park Global Capital June 2015 - Present
Ares Management October 2013 - Present
Fordham University Student Managed Investment Fund January 2011 - Present
Duff & Phelps July 2012 - October 2013
Societe Generale Investment Bank May 2011 - November 2011
Gentile, Pismeny January 2007 - May 2011
New York Society of Security Analyst's 2010 - 2011
UBS Financial Services Inc September 2010 - December 2010
UBS Financial Services Inc May 2010 - September 2010
PricewaterhouseCooper's XTax Competition January 2009 - February 2009
Education
Fordham University, Gabelli School of Business 2008 — 2012
B.S., Applied Accounting and Finance
Fordham University
Bachelor of Science, Finance and Applied Accounting
Napier Park Global Capital June 2015 - Present
Ares Management October 2013 - Present
Fordham University Student Managed Investment Fund January 2011 - Present
Duff & Phelps July 2012 - October 2013
Societe Generale Investment Bank May 2011 - November 2011
Gentile, Pismeny January 2007 - May 2011
New York Society of Security Analyst's 2010 - 2011
UBS Financial Services Inc September 2010 - December 2010
UBS Financial Services Inc May 2010 - September 2010
PricewaterhouseCooper's XTax Competition January 2009 - February 2009
Education
Fordham University, Gabelli School of Business 2008 — 2012
B.S., Applied Accounting and Finance
Fordham University
Bachelor of Science, Finance and Applied Accounting
Gerald Kral's Duff & Phelps Experience 2004 - 2007
Job CEO & President at AegisAdvantage LLC.
Industry Financial Services
Experience
AegisAdvantage LLC. 2008 - Present
American International Group 2008 - 2009
Duff & Phelps 2004 - 2007
Deloitte 2003 - 2004
Arthur Andersen/BearingPoint Consulting 1997 - 2003
Education
Grinnell College 1992 — 1996
Bachelor of Arts, Economics
BRF High
AegisAdvantage LLC. 2008 - Present
American International Group 2008 - 2009
Duff & Phelps 2004 - 2007
Deloitte 2003 - 2004
Arthur Andersen/BearingPoint Consulting 1997 - 2003
Education
Grinnell College 1992 — 1996
Bachelor of Arts, Economics
BRF High
Tony Pai's Duff & Phelps Experience 2011 - 2012
Job Real Estate Equity Analyst at Investco Financial Corporation
Industry Real Estate
Experience
Investco Financial Corporation 2014 - Present
Wells Fargo 2012 - 2014
Duff & Phelps 2011 - 2012
Greenfield Advisors LLC 2011 - 2011
Greenfield Advisors LLC 2007 - 2009
Peace Corps 2005 - 2006
Skills
Valuation, Real Estate, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Excel, Real Estate Development, Investments, Financial Analysis, Asset Managment, Appraisals, Market Research, Feasibility Studies, Market Analysis, Portfolio Management, Private Equity, Commercial Real Estate, Data Analysis, Strategic Planning, Argus Modeling, Corporate Real Estate, Property Management, Business Development, Acquisitions, Real Estate Private..., Asset Management, Disposition, DCF, Corporate Finance, Brokerage, Venture Capital, Business Valuation, Negotiation, Leases, Real Estate Transactions
Education
London School of Economics and Political Science 2010 — 2010
Alternative Investments
Henley Business School 2009 — 2010
Master of Science (MSc), Real Estate, Distinction
University of Washington, Michael G. Foster School of Business 2002 — 2004
BA, Business Administration, Finance
Investco Financial Corporation 2014 - Present
Wells Fargo 2012 - 2014
Duff & Phelps 2011 - 2012
Greenfield Advisors LLC 2011 - 2011
Greenfield Advisors LLC 2007 - 2009
Peace Corps 2005 - 2006
Skills
Valuation, Real Estate, Due Diligence, Real Estate Economics, Financial Modeling, Microsoft Excel, Real Estate Development, Investments, Financial Analysis, Asset Managment, Appraisals, Market Research, Feasibility Studies, Market Analysis, Portfolio Management, Private Equity, Commercial Real Estate, Data Analysis, Strategic Planning, Argus Modeling, Corporate Real Estate, Property Management, Business Development, Acquisitions, Real Estate Private..., Asset Management, Disposition, DCF, Corporate Finance, Brokerage, Venture Capital, Business Valuation, Negotiation, Leases, Real Estate Transactions
Education
London School of Economics and Political Science 2010 — 2010
Alternative Investments
Henley Business School 2009 — 2010
Master of Science (MSc), Real Estate, Distinction
University of Washington, Michael G. Foster School of Business 2002 — 2004
BA, Business Administration, Finance
Michael Zdonek's Duff & Phelps Experience April 2007 - March 2009
Job Strategy and Business Development at Motorola, a Lenovo Company
Industry Consumer Electronics
Experience
Motorola November 2013 - Present
Motorola March 2011 - October 2013
Stout Risius Ross April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps July 2005 - April 2007
Standard & Poor's Corporate Value Consulting 2005 - 2005
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance and Accounting
Motorola November 2013 - Present
Motorola March 2011 - October 2013
Stout Risius Ross April 2009 - July 2010
Duff & Phelps April 2007 - March 2009
Duff & Phelps July 2005 - April 2007
Standard & Poor's Corporate Value Consulting 2005 - 2005
Education
Indiana University - Kelley School of Business 2001 — 2005
B.S., Finance and Accounting
Terence Rodgers, Ph.D.'s Duff & Phelps Experience 2010 - February 2012
Job Managing Director at Berkeley Research Group LLC
Industry Management Consulting
Experience
Berkeley Research Group LLC February 2012 - Present
Duff & Phelps 2010 - February 2012
Navigant Consulting 1982 - 2010
Peterson Consulting August 1982 - September 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management
PhD, Business
University of Notre Dame - Mendoza College of Business 1978 — 1982
B.B.A., Finance
Berkeley Research Group LLC February 2012 - Present
Duff & Phelps 2010 - February 2012
Navigant Consulting 1982 - 2010
Peterson Consulting August 1982 - September 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management
PhD, Business
University of Notre Dame - Mendoza College of Business 1978 — 1982
B.B.A., Finance
Patrick Diaz's Duff & Phelps Experience April 2004 - December 2005
Job Investment Management Professional
Industry Investment Management
Experience
Fortress Investment Group October 2010 - Present
TechnoServe - Ethiopian Coffee Initiative October 2009 - July 2010
Goldman Sachs June 2009 - October 2009
Fortress Investment Group (Australia) Pty Ltd January 2006 - June 2009
Duff & Phelps April 2004 - December 2005
Skills
Investments, Financial Modeling, Private Equity, Valuation, Due Diligence, Financial Analysis, Credit Analysis
Education
James Madison University 2000 — 2003
BBA, International Business, Finance
Fortress Investment Group October 2010 - Present
TechnoServe - Ethiopian Coffee Initiative October 2009 - July 2010
Goldman Sachs June 2009 - October 2009
Fortress Investment Group (Australia) Pty Ltd January 2006 - June 2009
Duff & Phelps April 2004 - December 2005
Skills
Investments, Financial Modeling, Private Equity, Valuation, Due Diligence, Financial Analysis, Credit Analysis
Education
James Madison University 2000 — 2003
BBA, International Business, Finance
Dale Hersey's Duff & Phelps Experience July 2011 - August 2012
Job Vice President at Medley
Industry Investment Management
Experience
Medley January 2015 - Present
Medley January 2014 - December 2014
Medley August 2012 - December 2013
Duff & Phelps July 2011 - August 2012
Booz Allen Hamilton August 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Business Valuation, Investments, Due Diligence, Equity Research, Economics, Private Equity, Hedge Funds, Capital IQ, Financial Reporting, Derivatives, DCF, Analysis
Education
George Mason University
B.S., Finance, Magna Cum Laude
Medley January 2015 - Present
Medley January 2014 - December 2014
Medley August 2012 - December 2013
Duff & Phelps July 2011 - August 2012
Booz Allen Hamilton August 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Business Valuation, Investments, Due Diligence, Equity Research, Economics, Private Equity, Hedge Funds, Capital IQ, Financial Reporting, Derivatives, DCF, Analysis
Education
George Mason University
B.S., Finance, Magna Cum Laude
Shilpa Chandra Ph.D.'s Duff & Phelps Experience 2001 - 2008
Job Experienced Valuation/Audit Professional, Business/Intangibles/Stock Valuations with strong industry relationships
Industry Investment Banking
Experience
BDO Consulting October 2011 - February 2015
Duff & Phelps 2001 - 2008
Standard & Poor's CVC 2001 - 2005
PwC CVC 2001 - 2001
Assam Company India Limited December 1992 - August 1994
ANZ Grindlays Bank March 1992 - November 1992
Times Guaranty Financial (now HDFC Bank) January 1991 - February 1992
Skills
Valuation, Financial Modeling, Complex Financial..., Mergers & Acquisitions, Equity Valuation, Debt Valuations, Business Valuation, Tax restructurings, Intangible Assets, Investments, Financial Analysis, DCF, Corporate Finance, Purchase Price..., Mergers, Investment Banking, Due Diligence, Private Equity, Capital Markets, Bloomberg, Finance, Equities, Complex Financial..., Debt Restructuring, Sovereign Debt
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 2002
Ph.D., Finance
Jamnalal Bajaj Institute of Management Studies 1988 — 1990
Master of Business Administration (MBA), Finance/Marketing
Mithibai College 1985 — 1988
Bachelor of Science (BSc), Microbiology, General
Sumati Vidya Kendra
High School, Liberal Arts and Sciences/Liberal Studies
BDO Consulting October 2011 - February 2015
Duff & Phelps 2001 - 2008
Standard & Poor's CVC 2001 - 2005
PwC CVC 2001 - 2001
Assam Company India Limited December 1992 - August 1994
ANZ Grindlays Bank March 1992 - November 1992
Times Guaranty Financial (now HDFC Bank) January 1991 - February 1992
Skills
Valuation, Financial Modeling, Complex Financial..., Mergers & Acquisitions, Equity Valuation, Debt Valuations, Business Valuation, Tax restructurings, Intangible Assets, Investments, Financial Analysis, DCF, Corporate Finance, Purchase Price..., Mergers, Investment Banking, Due Diligence, Private Equity, Capital Markets, Bloomberg, Finance, Equities, Complex Financial..., Debt Restructuring, Sovereign Debt
Education
The University of Texas at Austin - Red McCombs School of Business 1995 — 2002
Ph.D., Finance
Jamnalal Bajaj Institute of Management Studies 1988 — 1990
Master of Business Administration (MBA), Finance/Marketing
Mithibai College 1985 — 1988
Bachelor of Science (BSc), Microbiology, General
Sumati Vidya Kendra
High School, Liberal Arts and Sciences/Liberal Studies
Cortland Byram's Duff & Phelps Experience January 2002 - July 2010
Job Senior Manager at CBIZ
Industry Financial Services
Experience
CBIZ July 2010 - Present
Duff & Phelps January 2002 - July 2010
Duff & Phelps March 2002 - June 2010
Skills
Valuation, Purchase Price..., Fairness Opinions, Mergers, Litigation Support, Due Diligence, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
BS, Public and Environmental Affairs
CBIZ July 2010 - Present
Duff & Phelps January 2002 - July 2010
Duff & Phelps March 2002 - June 2010
Skills
Valuation, Purchase Price..., Fairness Opinions, Mergers, Litigation Support, Due Diligence, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 1989 — 1994
BS, Public and Environmental Affairs
Sue Owen, CPA's Duff & Phelps Experience August 2007 - July 2010
Job Insurance Claims & Dispute Accounting Consultant
Industry Accounting
Experience
Sue Owen, CPA July 2010 - Present
Duff & Phelps August 2007 - July 2010
RGL Gallagher, CPAs March 1991 - October 1998
Campos & Stratis September 1986 - March 1991
Skills
Business Interruption..., Litigation Support, Claim, Insurance, Dispute Resolution, Contigent Business..., Inventory Loss, Extra Expense, Arson Investigations, Employee Fidelity, Intellectual Property, Royalties, Product Liability, Breach Of Contract, Fraud Investigations, Expert Witness, Investigation, Expenses, Litigation Consulting, Forensic Accounting, Fraud, Finance, Accounting, Mediation
Education
Kennesaw State University
Bachelors, Accounting
University of Alabama
Bachelors, Psychology
Sue Owen, CPA July 2010 - Present
Duff & Phelps August 2007 - July 2010
RGL Gallagher, CPAs March 1991 - October 1998
Campos & Stratis September 1986 - March 1991
Skills
Business Interruption..., Litigation Support, Claim, Insurance, Dispute Resolution, Contigent Business..., Inventory Loss, Extra Expense, Arson Investigations, Employee Fidelity, Intellectual Property, Royalties, Product Liability, Breach Of Contract, Fraud Investigations, Expert Witness, Investigation, Expenses, Litigation Consulting, Forensic Accounting, Fraud, Finance, Accounting, Mediation
Education
Kennesaw State University
Bachelors, Accounting
University of Alabama
Bachelors, Psychology
Jeremy Sacks's Duff & Phelps Experience PartnerPricewaterhouseCoopers1986 - 2001
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps PartnerPricewaterhouseCoopers1986 - 2001
PricewaterhouseCoopers 1986 - 2001
Skills
Business Valuation, Investment Banking, Corporate Finance, Transaction Processing, Private Equity, Valuation, LBO, DCF, Financial Modeling, Financial Structuring, Due Diligence, Restructuring, Mergers & Acquisitions, Financial Reporting, Purchase Price...
Education
Hofstra University 1988 — 1990
MBA, Banking & Finance
Duff & Phelps PartnerPricewaterhouseCoopers1986 - 2001
PricewaterhouseCoopers 1986 - 2001
Skills
Business Valuation, Investment Banking, Corporate Finance, Transaction Processing, Private Equity, Valuation, LBO, DCF, Financial Modeling, Financial Structuring, Due Diligence, Restructuring, Mergers & Acquisitions, Financial Reporting, Purchase Price...
Education
Hofstra University 1988 — 1990
MBA, Banking & Finance
Kelly Ecklund's Duff & Phelps Experience January 2012 - Present
Job Senior Associate, Property Tax at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps January 2012 - Present
Thomson Reuters October 2007 - January 2012
Deloitte Tax LLP June 1999 - October 2007
Skills
Tax, Tax Accounting, Property Tax, Accounting, Sarbanes-Oxley Act, Corporate Tax, Financial Reporting, Auditing, Tax Research, Financial Analysis, Due Diligence, Finance, International Tax, Mergers & Acquisitions, Financial Modeling, Sales Tax, Valuation
Education
Illinois State University
Bachelor of Science (B.S.), Psychology
Illinois State University
Bachelor of Scien, Psychology
Duff & Phelps January 2012 - Present
Thomson Reuters October 2007 - January 2012
Deloitte Tax LLP June 1999 - October 2007
Skills
Tax, Tax Accounting, Property Tax, Accounting, Sarbanes-Oxley Act, Corporate Tax, Financial Reporting, Auditing, Tax Research, Financial Analysis, Due Diligence, Finance, International Tax, Mergers & Acquisitions, Financial Modeling, Sales Tax, Valuation
Education
Illinois State University
Bachelor of Science (B.S.), Psychology
Illinois State University
Bachelor of Scien, Psychology
Sarmad Makhdoom, CPA's Duff & Phelps Experience July 2011 - June 2013
Job Senior Consultant at DeloitteFinancial Accounting & Reporting Advisory Services
Industry Accounting
Experience
Deloitte November 2014 - Present
Freddie Mac July 2013 - November 2014
Duff & Phelps July 2011 - June 2013
Skills
Forensic Accounting, Litigation Support, Accounting, Corporate Governance, Financial Modeling, Financial Analysis, Fraud, Corporate Finance, Business Valuation, Valuation, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Corporate Fraud..., Internal Audit, Auditing, Financial Reporting
Education
George Mason University 2010 — 2013
Master of Business Administration (MBA), Accounting
George Mason University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Accounting
Deloitte November 2014 - Present
Freddie Mac July 2013 - November 2014
Duff & Phelps July 2011 - June 2013
Skills
Forensic Accounting, Litigation Support, Accounting, Corporate Governance, Financial Modeling, Financial Analysis, Fraud, Corporate Finance, Business Valuation, Valuation, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Corporate Fraud..., Internal Audit, Auditing, Financial Reporting
Education
George Mason University 2010 — 2013
Master of Business Administration (MBA), Accounting
George Mason University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Accounting
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