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
Neha Saoji Neha Saoji's Duff & Phelps Experience December 2014 - February 2015
Job Strategy Associate at Avant
Industry Financial Services
Experience
Avant June 2015 - Present
Duff & Phelps December 2014 - February 2015
Illinois Business Consulting September 2014 - February 2015
Credit Suisse January 2014 - April 2014
Credit Suisse July 2010 - December 2013
Barclays Capital May 2009 - July 2009
Skills
Business Analysis, Capital Markets, Requirements Gathering, User Acceptance Testing, VBA, Corporate Finance, FATCA, Requirements Analysis, Visio, Business Process..., Project Management, Private Banking, Financial Statement..., Quantitative Finance, Strategic Planning, Vendor Management, Chartered Financial..., Financial Modeling, Valuation, Valuation Modeling
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance
Nanyang Technological University 2006 — 2010
Business and Computing Dual Degree, Business and Computer Science
Avant June 2015 - Present
Duff & Phelps December 2014 - February 2015
Illinois Business Consulting September 2014 - February 2015
Credit Suisse January 2014 - April 2014
Credit Suisse July 2010 - December 2013
Barclays Capital May 2009 - July 2009
Skills
Business Analysis, Capital Markets, Requirements Gathering, User Acceptance Testing, VBA, Corporate Finance, FATCA, Requirements Analysis, Visio, Business Process..., Project Management, Private Banking, Financial Statement..., Quantitative Finance, Strategic Planning, Vendor Management, Chartered Financial..., Financial Modeling, Valuation, Valuation Modeling
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance
Nanyang Technological University 2006 — 2010
Business and Computing Dual Degree, Business and Computer Science
Jacob Mangalath, MSF, MBA Jacob Mangalath, MSF, MBA's Duff & Phelps Experience February 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2015 - Present
Generational Equity, LLC. May 2013 - January 2015
Optimum Re Insurance Company February 2012 - May 2013
Bank of New York Mellon April 2011 - April 2012
Bank of New York Mellon October 2010 - April 2011
Telvista October 2009 - June 2010
Skills
Data Analysis, Microsoft Excel, Accounting, Reinsurance, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Financial Modeling, Financial Risk, Risk Management, Business Analysis, Customer Service, Business Valuation, DCF Valuation, Financial Statements, Enterprise Valuation, Auditing, Valuation, Account Reconciliation, Strategy, Leadership, Portfolio Management, Financial Services, Management, Business Strategy, Investments, Internal Controls, Financial Statement..., Bloomberg Terminal, Strategic Financial..., Analysis, Private Equity, Investment Banking, Bloomberg, Credit Analysis, Mergers & Acquisitions, Securities, Equities, Cash Management, Capital IQ
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (B.S.), Accounting
The University of Texas at Dallas - School of Management 2009 — 2012
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2006 — 2008
Montgomery College 2003 — 2006
AS, Electrical Engineering
Duff & Phelps February 2015 - Present
Generational Equity, LLC. May 2013 - January 2015
Optimum Re Insurance Company February 2012 - May 2013
Bank of New York Mellon April 2011 - April 2012
Bank of New York Mellon October 2010 - April 2011
Telvista October 2009 - June 2010
Skills
Data Analysis, Microsoft Excel, Accounting, Reinsurance, Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Managerial Finance, Finance, Financial Modeling, Financial Risk, Risk Management, Business Analysis, Customer Service, Business Valuation, DCF Valuation, Financial Statements, Enterprise Valuation, Auditing, Valuation, Account Reconciliation, Strategy, Leadership, Portfolio Management, Financial Services, Management, Business Strategy, Investments, Internal Controls, Financial Statement..., Bloomberg Terminal, Strategic Financial..., Analysis, Private Equity, Investment Banking, Bloomberg, Credit Analysis, Mergers & Acquisitions, Securities, Equities, Cash Management, Capital IQ
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (M.S.), Finance
The University of Texas at Dallas - School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Dallas 2009 — 2012
Bachelor of Science (B.S.), Accounting
The University of Texas at Dallas - School of Management 2009 — 2012
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2006 — 2008
Montgomery College 2003 — 2006
AS, Electrical Engineering
Nathan Loest Nathan Loest's Duff & Phelps Experience June 2007 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2007 - Present
Aurora Advanced Healthcare Inc September 2005 - June 2007
Skills
Valuation, Financial Reporting, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, IFRS, Mergers & Acquisitions, Finance, Corporate Finance, Accounting, Tax, Management, Financial Statements, Analysis, Derivatives
Education
Marquette University 2005 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
Duff & Phelps June 2007 - Present
Aurora Advanced Healthcare Inc September 2005 - June 2007
Skills
Valuation, Financial Reporting, Financial Modeling, Business Valuation, Due Diligence, Financial Analysis, IFRS, Mergers & Acquisitions, Finance, Corporate Finance, Accounting, Tax, Management, Financial Statements, Analysis, Derivatives
Education
Marquette University 2005 — 2007
Bachelor of Science in Business Administration, Accounting and Finance
Joseph Greiner Joseph Greiner's Duff & Phelps Experience June 2010 - May 2011
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte July 2015 - Present
Deloitte January 2013 - July 2015
KPMG May 2011 - January 2013
Duff & Phelps June 2010 - May 2011
Information Services Group June 2007 - June 2010
Spartan Internet Consulting September 2007 - May 2008
Skills
Financial Modeling, Business Valuation, Equity Valuation, Intangible Assets, Purchase Price..., Cost Reduction, IT Outsourcing, Contract Negotiation, Financial Analysis, Firm Valuation, Web Analytics, Online Branding, Search Engine..., Web Development, IT Service Management, Vendor Management, Partner Relationship..., Strategy Development, Valuation, Strategy, Sourcing, Strategic Sourcing, Business Strategy, Business Analysis, Shared Services, Analysis, Finance, Management, Business Process..., Due Diligence, Management Consulting, Acquisition Integration, Outsourcing, Corporate Finance, Consulting, Strategic Consulting, DCF, Analytics, Investments, Competitive Analysis, IT Strategy, Business Case, Mergers & Acquisitions, Business Transformation, Change Management, Project Management, Leadership
Education
Michigan State University 2002 — 2007
Bachelor of Arts, Finance
Deloitte July 2015 - Present
Deloitte January 2013 - July 2015
KPMG May 2011 - January 2013
Duff & Phelps June 2010 - May 2011
Information Services Group June 2007 - June 2010
Spartan Internet Consulting September 2007 - May 2008
Skills
Financial Modeling, Business Valuation, Equity Valuation, Intangible Assets, Purchase Price..., Cost Reduction, IT Outsourcing, Contract Negotiation, Financial Analysis, Firm Valuation, Web Analytics, Online Branding, Search Engine..., Web Development, IT Service Management, Vendor Management, Partner Relationship..., Strategy Development, Valuation, Strategy, Sourcing, Strategic Sourcing, Business Strategy, Business Analysis, Shared Services, Analysis, Finance, Management, Business Process..., Due Diligence, Management Consulting, Acquisition Integration, Outsourcing, Corporate Finance, Consulting, Strategic Consulting, DCF, Analytics, Investments, Competitive Analysis, IT Strategy, Business Case, Mergers & Acquisitions, Business Transformation, Change Management, Project Management, Leadership
Education
Michigan State University 2002 — 2007
Bachelor of Arts, Finance
Jim Rebello Jim Rebello's Duff & Phelps Experience July 2011 - Present
Job Global Head of Energy M&A at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2011 - Present
Growth Capital Partners October 1994 - June 2011
Skills
Mergers & Acquisitions, Oil & Gas Industry, Energy Industry, Corporate Finance, Investment Banking, Capital Raising, Private Placements, Sell Side, Buy-side, Downstream Oil & Gas, Oil & Gas Exploration, Oilfield
Education
Northeastern University
Duff & Phelps July 2011 - Present
Growth Capital Partners October 1994 - June 2011
Skills
Mergers & Acquisitions, Oil & Gas Industry, Energy Industry, Corporate Finance, Investment Banking, Capital Raising, Private Placements, Sell Side, Buy-side, Downstream Oil & Gas, Oil & Gas Exploration, Oilfield
Education
Northeastern University
Elias Lopez, MA, MLIS Elias Lopez, MA, MLIS's Duff & Phelps Experience October 2013 - January 2014
Job Information Management Professional | Top Secret Clearance
Industry Information Services
Experience
Duff & Phelps October 2013 - January 2014
John Deere May 2013 - August 2013
Innovation Immersion Program - University of Illinois January 2013 - May 2013
Grainger Engineering Library, University of Illinois at Urbana-Champaign August 2012 - May 2013
Blue Radius Media, Inc. January 2011 - July 2012
Social Security Administration May 2010 - March 2011
Safety Marking May 2009 - May 2010
Air Force Office of Special Investigations September 2008 - December 2008
Skills
National Security, Information Retrieval, Intelligence Analysis, Microsoft Excel, Knowledge Management, Competitive Intelligence, Business Analysis, Case Managment, Information Security..., Rapid Prototyping, Background..., Structured Analytic..., Hedge Fund Due Diligence, Active Top Secret..., Business Intelligence
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science, Library and Information Science (M.L.I.S.)
University of New Haven 2009 — 2010
Masters of Science, National Security & Public Safety
Mercy College 2003 — 2008
Bachelors of Science, Corporate & Homeland Security Management
Sacred Heart High School 1999 — 2003
High School Diploma, General Education
Duff & Phelps October 2013 - January 2014
John Deere May 2013 - August 2013
Innovation Immersion Program - University of Illinois January 2013 - May 2013
Grainger Engineering Library, University of Illinois at Urbana-Champaign August 2012 - May 2013
Blue Radius Media, Inc. January 2011 - July 2012
Social Security Administration May 2010 - March 2011
Safety Marking May 2009 - May 2010
Air Force Office of Special Investigations September 2008 - December 2008
Skills
National Security, Information Retrieval, Intelligence Analysis, Microsoft Excel, Knowledge Management, Competitive Intelligence, Business Analysis, Case Managment, Information Security..., Rapid Prototyping, Background..., Structured Analytic..., Hedge Fund Due Diligence, Active Top Secret..., Business Intelligence
Education
University of Illinois at Urbana-Champaign 2012 — 2013
Master of Science, Library and Information Science (M.L.I.S.)
University of New Haven 2009 — 2010
Masters of Science, National Security & Public Safety
Mercy College 2003 — 2008
Bachelors of Science, Corporate & Homeland Security Management
Sacred Heart High School 1999 — 2003
High School Diploma, General Education
Neal Wieschhaus Neal Wieschhaus's Duff & Phelps Experience May 2012 - Present
Job Director Business Incentives Advisory at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps May 2012 - Present
Emerson Electric Co. 1987 - Present
Skills
Sales Tax, Property Tax, Strategic Planning, Business incentives, Incentives, Income Tax, CPA, Accounting, Training, Tax, Tax Accounting, Sarbanes-Oxley Act, GAAP, Due Diligence, Management, Auditing, Finance, Financial Analysis, Corporate Tax, Real Estate
Education
Regent University 2003 — 2006
Organizational Leadership
Saint Louis University 1979 — 1982
Business Administration - Accounting, Organizational Leadership
Maryville University of Saint Louis
Duff & Phelps May 2012 - Present
Emerson Electric Co. 1987 - Present
Skills
Sales Tax, Property Tax, Strategic Planning, Business incentives, Incentives, Income Tax, CPA, Accounting, Training, Tax, Tax Accounting, Sarbanes-Oxley Act, GAAP, Due Diligence, Management, Auditing, Finance, Financial Analysis, Corporate Tax, Real Estate
Education
Regent University 2003 — 2006
Organizational Leadership
Saint Louis University 1979 — 1982
Business Administration - Accounting, Organizational Leadership
Maryville University of Saint Louis
Avisha Khubani Avisha Khubani's Duff & Phelps Experience August 2015 - Present
Job Portfolio Valuation
Industry Financial Services
Experience
Duff & Phelps August 2015 - Present
Archive Systems January 2013 - August 2015
Empire Valuation Consultants February 2011 - January 2013
MetroFlats January 2009 - February 2011
Barclays Capital August 2007 - December 2008
Skills
Market Research, Database Research, Financial Modeling, Financial Analysis, Corporate Finance, Industry Analysis, Financial Reporting, Valuation, Business Valuation, DCF, Due Diligence, Capital IQ, Forecasting, Business Strategy, Investments, Private Equity, Competitive Analysis, Venture Capital, Start-ups, Databases
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Masters of Business Administration, Corporate Finance, Entrepreneurship
Montclair State University 2003 — 2007
Bachelor of Science, Business Administration
Duff & Phelps August 2015 - Present
Archive Systems January 2013 - August 2015
Empire Valuation Consultants February 2011 - January 2013
MetroFlats January 2009 - February 2011
Barclays Capital August 2007 - December 2008
Skills
Market Research, Database Research, Financial Modeling, Financial Analysis, Corporate Finance, Industry Analysis, Financial Reporting, Valuation, Business Valuation, DCF, Due Diligence, Capital IQ, Forecasting, Business Strategy, Investments, Private Equity, Competitive Analysis, Venture Capital, Start-ups, Databases
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Masters of Business Administration, Corporate Finance, Entrepreneurship
Montclair State University 2003 — 2007
Bachelor of Science, Business Administration
Joseph Pilewski Joseph Pilewski's Duff & Phelps Experience May 2006 - March 2013
Job President at Pilewski & Associates, LLC
Industry Financial Services
Experience
Pilewski & Associates, LLC March 2013 - Present
Duff & Phelps May 2006 - March 2013
Ernst & Young July 1997 - March 2006
Arthur Andersen LLP 1994 - 1997
City of Chicago 1989 - 1994
Skills
Business Incentives,..., Analysis, Business Strategy, Incentives, Investments, New Business Development, Strategic Planning, Financial Services, Customer Service, Finance, Valuation, Financial Modeling, Credit, Due Diligence, Capital Markets, Private Equity, Government, Nonprofits, Management Consulting, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Management, Finance, Management, & Marketing
Northern Illinois University 1980 — 1986
M.A. Public Administration, B.S. Economics (Cum Laude with University Honors)
Pilewski & Associates, LLC March 2013 - Present
Duff & Phelps May 2006 - March 2013
Ernst & Young July 1997 - March 2006
Arthur Andersen LLP 1994 - 1997
City of Chicago 1989 - 1994
Skills
Business Incentives,..., Analysis, Business Strategy, Incentives, Investments, New Business Development, Strategic Planning, Financial Services, Customer Service, Finance, Valuation, Financial Modeling, Credit, Due Diligence, Capital Markets, Private Equity, Government, Nonprofits, Management Consulting, Program Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Management, Finance, Management, & Marketing
Northern Illinois University 1980 — 1986
M.A. Public Administration, B.S. Economics (Cum Laude with University Honors)
William Poirier, EnCE William Poirier, EnCE's Duff & Phelps Experience 2011 - April 2015
Job Consultant at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC April 2015 - Present
Duff & Phelps 2011 - April 2015
Clark Hill PLC 2009 - 2009
Skills
Financial Modeling, Data Analysis
Education
Michigan State University
Bachelor of Arts (B.A.), James Madison College, International Relations
Berkeley Research Group LLC April 2015 - Present
Duff & Phelps 2011 - April 2015
Clark Hill PLC 2009 - 2009
Skills
Financial Modeling, Data Analysis
Education
Michigan State University
Bachelor of Arts (B.A.), James Madison College, International Relations
Anne Durkin, CFA Anne Durkin, CFA's Duff & Phelps Experience 1991 - 1992
Job Portfolio Manager at MainStreet Advisors
Industry Investment Management
Experience
MainStreet Advisors May 2011 - Present
Fiduciary Management Associates 2000 - 2010
LaSalle Bank 1997 - 2000
Sirius Partners L.P. 1995 - 1997
Alleghany Corporation January 1993 - December 1995
Duff & Phelps 1991 - 1992
Skills
Portfolio Management, Investments, Equities, Valuation, Fixed Income, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
MainStreet Advisors May 2011 - Present
Fiduciary Management Associates 2000 - 2010
LaSalle Bank 1997 - 2000
Sirius Partners L.P. 1995 - 1997
Alleghany Corporation January 1993 - December 1995
Duff & Phelps 1991 - 1992
Skills
Portfolio Management, Investments, Equities, Valuation, Fixed Income, Asset Management, Financial Services, Alternative Investments, Hedge Funds, Financial Modeling, Asset Allocation, Financial Analysis
Education
Marquette University
BSBA, Marketing/Political Science
University of Illinois at Chicago
MBA, Finance
Zachary King Zachary King's Duff & Phelps Experience April 2010 - May 2013
Job Director of Labor Relations at Hyatt Regency Chicago
Industry Law Practice
Experience
Hyatt Regency Chicago May 2013 - Present
Duff & Phelps April 2010 - May 2013
Chicago Transit Authority April 2006 - November 2010
TransUnion Settlement Solutions May 2004 - June 2005
Abbott Laboratories June 1999 - March 2003
Skills
Labor Relations, Employee Relations, Arbitration, Policy, Dispute Resolution, Collective Bargaining, Contract Management, Leadership, Contract Negotiation, Management, Grievances, Legal Writing, Negotiation, HR Policies, Recruiting, Training, Vendor Management, Research, Program Management
Education
The John Marshall Law School 2005 — 2009
J.D., Law
Monmouth College 1994 — 1998
Bachelor of Arts (B.A.), Chemistry
Hyatt Regency Chicago May 2013 - Present
Duff & Phelps April 2010 - May 2013
Chicago Transit Authority April 2006 - November 2010
TransUnion Settlement Solutions May 2004 - June 2005
Abbott Laboratories June 1999 - March 2003
Skills
Labor Relations, Employee Relations, Arbitration, Policy, Dispute Resolution, Collective Bargaining, Contract Management, Leadership, Contract Negotiation, Management, Grievances, Legal Writing, Negotiation, HR Policies, Recruiting, Training, Vendor Management, Research, Program Management
Education
The John Marshall Law School 2005 — 2009
J.D., Law
Monmouth College 1994 — 1998
Bachelor of Arts (B.A.), Chemistry
Paul Coraci Paul Coraci's Duff & Phelps Experience May 2011 - July 2012
Job Private Equity
Industry Utilities
Experience
Topaz Power Management, LP August 2015 - Present
Topaz Power Management, LP May 2014 - July 2015
Ondra Partners July 2012 - February 2014
Duff & Phelps May 2011 - July 2012
Credit Suisse July 2009 - September 2010
Matrix USA, LLC 2006 - 2008
Skills
Series 7, Series 63, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Valuation Modeling, Company Valuation, DCF Valuation, LBO, Accretion/dilution, Financial Accounting, Presentation Development, Manage Client..., Client Development
Education
New York University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.72
Topaz Power Management, LP August 2015 - Present
Topaz Power Management, LP May 2014 - July 2015
Ondra Partners July 2012 - February 2014
Duff & Phelps May 2011 - July 2012
Credit Suisse July 2009 - September 2010
Matrix USA, LLC 2006 - 2008
Skills
Series 7, Series 63, Mergers & Acquisitions, Investment Banking, Corporate Finance, Financial Modeling, Valuation Modeling, Company Valuation, DCF Valuation, LBO, Accretion/dilution, Financial Accounting, Presentation Development, Manage Client..., Client Development
Education
New York University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.72
Bryan Phil Bryan Phil's Duff & Phelps Experience January 2008 - October 2011
Job Director of Corporate Technology at Forbes
Industry Information Technology and Services
Experience
Forbes February 2013 - Present
Forbes Magazine October 2011 - February 2013
Duff & Phelps January 2008 - October 2011
Spherion March 2004 - November 2007
KRAFT FOODS NORTH AMERICA (formerly Nabisco, Inc January 1999 - February 2004
Skills
Project Management, IT Management, IT Operations, Service Desk Management, Desktop Support..., Troubleshooting, Technical Support, SDLC, IT Strategy, ITIL, Disaster Recovery, IT Service Management, Vendor Management, Active Directory, PMP, Process Improvement, Management, Windows 7, Help Desk Support, Hardware, Software Installation, Resource Management, Service Desk, Incident Management, Enterprise Software, Data Center, Training
Education
New York Institute of Technology 2004 — 2006
BS, Psychology, Social Sciences, Humanities
New York Institute of Technology
BS, Psychology
Forbes February 2013 - Present
Forbes Magazine October 2011 - February 2013
Duff & Phelps January 2008 - October 2011
Spherion March 2004 - November 2007
KRAFT FOODS NORTH AMERICA (formerly Nabisco, Inc January 1999 - February 2004
Skills
Project Management, IT Management, IT Operations, Service Desk Management, Desktop Support..., Troubleshooting, Technical Support, SDLC, IT Strategy, ITIL, Disaster Recovery, IT Service Management, Vendor Management, Active Directory, PMP, Process Improvement, Management, Windows 7, Help Desk Support, Hardware, Software Installation, Resource Management, Service Desk, Incident Management, Enterprise Software, Data Center, Training
Education
New York Institute of Technology 2004 — 2006
BS, Psychology, Social Sciences, Humanities
New York Institute of Technology
BS, Psychology
Eileen Egan Eileen Egan's Duff & Phelps Experience October 2011 - Present
Job Corporate Site Selection and Business Incentives Advisory at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2011 - Present
PricewaterhouseCoopers September 2010 - October 2011
Lackey & Company, CPAs December 2007 - September 2010
Deloitte 1996 - 2002
Ohio Department of Taxation January 1990 - July 1996
Skills
Property Tax, Tax, Tax Audits, Tax Returns, State Tax, Tax Accounting, Big 4, International Tax, Financial Analysis, Tax Advisory, Finance, Payroll, Auditing, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Accounting
Education
Miami University 1985 — 1989
BSBA, Accounting
Magnificat
St. Angela Merici--Fairview Park
Duff & Phelps October 2011 - Present
PricewaterhouseCoopers September 2010 - October 2011
Lackey & Company, CPAs December 2007 - September 2010
Deloitte 1996 - 2002
Ohio Department of Taxation January 1990 - July 1996
Skills
Property Tax, Tax, Tax Audits, Tax Returns, State Tax, Tax Accounting, Big 4, International Tax, Financial Analysis, Tax Advisory, Finance, Payroll, Auditing, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, Management, Accounting
Education
Miami University 1985 — 1989
BSBA, Accounting
Magnificat
St. Angela Merici--Fairview Park
Keith Walter, CFA, P.E.'s Duff & Phelps Experience May 2011 - March 2013
Job Business Director at Dermatology & Skin Surgery Specialists of Arizona
Industry Medical Practice
Experience
Dermatology & Skin Surgery Specialists of Arizona January 2014 - Present
Duff & Phelps May 2011 - March 2013
DTE Energy Trading August 2009 - May 2011
DTE Energy May 2006 - August 2009
DTE Energy 2005 - 2006
DTE Energy 2002 - 2004
Skills
Licensed Professional..., Chartered Financial..., Financial Risk..., Mergers and Acquisitions, LBO, Financial Modeling, Investment Banking, Valuation, Energy, Electrical Engineering, MBA, Power Distribution, Power Generation, Power Utilities, Risk Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
MBA, Finance/Corporate Strategy
Wayne State University 2002 — 2004
MS, Electrical Engineering
Michigan State University 1997 — 2001
BS, Double Major - Electrical Engineering, Computer Engineering
Dermatology & Skin Surgery Specialists of Arizona January 2014 - Present
Duff & Phelps May 2011 - March 2013
DTE Energy Trading August 2009 - May 2011
DTE Energy May 2006 - August 2009
DTE Energy 2005 - 2006
DTE Energy 2002 - 2004
Skills
Licensed Professional..., Chartered Financial..., Financial Risk..., Mergers and Acquisitions, LBO, Financial Modeling, Investment Banking, Valuation, Energy, Electrical Engineering, MBA, Power Distribution, Power Generation, Power Utilities, Risk Management, Strategy, Financial Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2008
MBA, Finance/Corporate Strategy
Wayne State University 2002 — 2004
MS, Electrical Engineering
Michigan State University 1997 — 2001
BS, Double Major - Electrical Engineering, Computer Engineering
Michael Vitti Michael Vitti's Duff & Phelps Experience 2005 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps 2005 - Present
Standard & Poor's 2001 - 2005
PwC 1998 - 2001
Coopers & Lybrand 1996 - 1998
Skills
Business Valuation, Corporate Finance, Financial Modeling, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Fixed Income
Education
Montclair State University 1992 — 1996
Bachelor's degree, Accounting and Finance
Duff & Phelps 2005 - Present
Standard & Poor's 2001 - 2005
PwC 1998 - 2001
Coopers & Lybrand 1996 - 1998
Skills
Business Valuation, Corporate Finance, Financial Modeling, Capital Markets, Equities, Mergers & Acquisitions, Due Diligence, Fixed Income
Education
Montclair State University 1992 — 1996
Bachelor's degree, Accounting and Finance
Andrew O'Brien Andrew O'Brien's Duff & Phelps Experience December 2013 - March 2014
Job Family Room Specialist at Apple
Industry Investment Banking
Experience
Apple February 2015 - Present
Apple September 2014 - Present
University at Albany September 2013 - Present
Schwartz Heslin Group, Inc. January 2014 - May 2014
Duff & Phelps December 2013 - March 2014
Bank of America December 2013 - January 2014
ALPHASEAL November 2013 - January 2014
University at Albany October 2013 - January 2014
KPMG October 2013 - January 2014
Pillars of Wall Street October 2013 - October 2013
Skills
Customer Service, Time Management, Public Speaking, Microsoft Excel, Leadership, Customer Satisfaction, Data Entry, Microsoft Word, PowerPoint, Analysis, Teamwork, People Skills, Corporate Finance, Capital IQ, Bloomberg, Fundamental Analysis, Portfolio Management, Due Diligence, Networking, Statistics, Fact Set, Financial Modeling, Financial Analysis, Valuation
Education
State University of New York at Albany 2013 — 2015
Monroe Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Fairport High School 2006 — 2010
Apple February 2015 - Present
Apple September 2014 - Present
University at Albany September 2013 - Present
Schwartz Heslin Group, Inc. January 2014 - May 2014
Duff & Phelps December 2013 - March 2014
Bank of America December 2013 - January 2014
ALPHASEAL November 2013 - January 2014
University at Albany October 2013 - January 2014
KPMG October 2013 - January 2014
Pillars of Wall Street October 2013 - October 2013
Skills
Customer Service, Time Management, Public Speaking, Microsoft Excel, Leadership, Customer Satisfaction, Data Entry, Microsoft Word, PowerPoint, Analysis, Teamwork, People Skills, Corporate Finance, Capital IQ, Bloomberg, Fundamental Analysis, Portfolio Management, Due Diligence, Networking, Statistics, Fact Set, Financial Modeling, Financial Analysis, Valuation
Education
State University of New York at Albany 2013 — 2015
Monroe Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Fairport High School 2006 — 2010
Matthew Graziano's Duff & Phelps Experience April 2013 - March 2015
Job Private Equity Analyst at Palladium Equity Partners
Industry Venture Capital & Private Equity
Experience
Palladium Equity Partners March 2015 - Present
Duff & Phelps April 2013 - March 2015
PwC September 2012 - March 2013
Education
University of Southern California - Marshall School of Business 2011 — 2012
Master of Accounting
New York University 2008 — 2011
Bachelor of Arts (BA), Economics
Harvard-Westlake 2004 — 2008
Palladium Equity Partners March 2015 - Present
Duff & Phelps April 2013 - March 2015
PwC September 2012 - March 2013
Education
University of Southern California - Marshall School of Business 2011 — 2012
Master of Accounting
New York University 2008 — 2011
Bachelor of Arts (BA), Economics
Harvard-Westlake 2004 — 2008
Seth Persinger Seth Persinger's Duff & Phelps Experience November 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps November 2014 - Present
Central Lakeview Merchants Association January 2014 - November 2014
Oakland University September 2011 - December 2012
Abercrombie & Fitch September 2005 - April 2010
Skills
Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Financial Analysis, Business Analysis, Corporate Finance, Management, Sales, Presentations, Microsoft Office, Writing, Team Building, Customer Service, Spreadsheets, Data Modeling, Research, Market Research, Public Speaking, Inventory Management, Time Management
Education
Oakland University 2010 — 2012
Masters of Business Administration, Finance, 3.81
Michigan State University 2000 — 2005
Bachelor's, History, Psychology, Italian, 3.45
Duff & Phelps November 2014 - Present
Central Lakeview Merchants Association January 2014 - November 2014
Oakland University September 2011 - December 2012
Abercrombie & Fitch September 2005 - April 2010
Skills
Recruiting, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Financial Analysis, Business Analysis, Corporate Finance, Management, Sales, Presentations, Microsoft Office, Writing, Team Building, Customer Service, Spreadsheets, Data Modeling, Research, Market Research, Public Speaking, Inventory Management, Time Management
Education
Oakland University 2010 — 2012
Masters of Business Administration, Finance, 3.81
Michigan State University 2000 — 2005
Bachelor's, History, Psychology, Italian, 3.45
Vickie Dorgan, CFA, CFP Vickie Dorgan, CFA, CFP's Duff & Phelps Experience 1981 - 1991
Job Wealth Strategist, Keating & Associates (An Independent Firm); Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Keating & Associates, Inc. April 2010 - Present
Cole Partners October 2006 - December 2008
Northwestern Memorial Hospital 2004 - 2005
BMO Financial Group 2000 - 2003
Bank of Montreal 1999 - 2003
Harris Bank 1991 - 1999
Duff & Phelps 1981 - 1991
Skills
Financial Planning, Wealth Accumulation, Wealth Management, Wealth Preservation, Strategic Financial..., Wealth Management..., Securities, Asset Allocation, Investment Strategies, Commercial Lending, Banking, Retirement Plan..., Alternative Investments, Investment Management, Retirement, Business Analysis, Investments, Financial Advisory, Valuation, Management, Credit, Financial Services, FINRA, Insurance, Finance, Wealth, Financial Planners, Estate Planning, Investment Advisory, Series 7, Portfolio Management, Financial Analysis, Asset Management
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA
The University of Chicago 1976 — 1980
AB
London Business School
Rebecca Macfie Rebecca Macfie's Duff & Phelps Experience October 2007 - Present
Job Vice President Corporate Counsel
Industry Legal Services
Experience
Duff & Phelps October 2007 - Present
Thacher Proffitt & Wood LLP September 2006 - October 2007
Skills
Litigation, Corporate Law, Intellectual Property
Education
New York Law School 2010 — 2014
Juris Doctor (J.D.), Financial Services and Corporate Law, Cum Laude
Vanderbilt University 2002 — 2006
Bachelor's Degree, Magna Cum Laude
Cold Spring Harbor High School
Duff & Phelps October 2007 - Present
Thacher Proffitt & Wood LLP September 2006 - October 2007
Skills
Litigation, Corporate Law, Intellectual Property
Education
New York Law School 2010 — 2014
Juris Doctor (J.D.), Financial Services and Corporate Law, Cum Laude
Vanderbilt University 2002 — 2006
Bachelor's Degree, Magna Cum Laude
Cold Spring Harbor High School
John Duvoisin, CFE John Duvoisin, CFE's Duff & Phelps Experience August 2006 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2006 - Present
Wellspring Financial May 2005 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, DCF, Equity Valuation, Bloomberg, Investments, Capital Markets, Equities
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Finance
Lehigh University - College of Business and Economics 2002 — 2006
Duff & Phelps August 2006 - Present
Wellspring Financial May 2005 - August 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, DCF, Equity Valuation, Bloomberg, Investments, Capital Markets, Equities
Education
Lehigh University 2002 — 2006
Bachelor of Science (B.S.), Finance
Lehigh University - College of Business and Economics 2002 — 2006
George Kritharis George Kritharis's Duff & Phelps Experience July 2014 - June 2015
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Wells Fargo Securities June 2015 - Present
Duff & Phelps July 2014 - June 2015
UBS Investment Bank January 2013 - June 2013
MFS Investment Management January 2012 - June 2012
Diversified January 2011 - June 2011
Skills
Proficient in MS Word,..., Proficient in STATA., Familiar with Bloomberg., Proficient in using..., Fluent in Greek., Familiar with Spanish., Bond Markets, Financial Institutions..., Fixed Income, Alternative Investments, Financial Analysis, Regression..., Credit Risk, Credit Analysis, Valuation and Value..., Bloomberg, Securities, Valuation, Microsoft Excel, Microsoft Office, Financial Modeling
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Finance, Magna Cum Laude
London School of Economics and Political Science 2012 — 2012
Economics and Finance
Parsippany Hills High School 2005 — 2009
Darin Young Darin Young's Duff & Phelps Experience August 2006 - January 2011
Job Investment Analyst
Industry Investment Management
Experience
Seizert Capital Partners September 2013 - Present
ValueBull.com December 2008 - July 2014
Cornell University August 2012 - June 2014
American Century Investments June 2013 - August 2013
EY Capital Advisors / EY February 2011 - June 2012
Duff & Phelps August 2006 - January 2011
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Asset Management, Capital Markets, Valuation, Financial Modeling, Strategy, Business Valuation, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Entrepreneur, Real Estate, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management, 3.8 GPA
Michigan State University 2002 — 2006
Bachelor of Arts (BA), Finance, Minor in Information Technology, 3.8 GPA
Seizert Capital Partners September 2013 - Present
ValueBull.com December 2008 - July 2014
Cornell University August 2012 - June 2014
American Century Investments June 2013 - August 2013
EY Capital Advisors / EY February 2011 - June 2012
Duff & Phelps August 2006 - January 2011
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Asset Management, Capital Markets, Valuation, Financial Modeling, Strategy, Business Valuation, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Entrepreneur, Real Estate, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Capital Markets and Asset Management, 3.8 GPA
Michigan State University 2002 — 2006
Bachelor of Arts (BA), Finance, Minor in Information Technology, 3.8 GPA
Michael Wilcox Michael Wilcox's Duff & Phelps Experience 2006 - 2007
Job Entrepreneur
Industry Investment Banking
Experience
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Robert W. Baird & Co. January 2013 - May 2015
Robert W. Baird & Co. July 2009 - January 2013
Robert W. Baird & Co. 2006 - June 2009
Duff & Phelps 2006 - 2007
UBS 2005 - 2006
Skills
Equity Capital Markets
Education
Loyola University Chicago 2004 — 2006
BS, Finance and Economics
Marquette University 2002 — 2004
Bachelor’s Degree, Finance, General
Chris Pooler, CFA Chris Pooler, CFA's Duff & Phelps Experience December 2012 - Present
Job Senior Associate, Valuation Advisory Services, Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps December 2012 - Present
Duff & Phelps July 2011 - December 2012
LSU Purchasing Office August 2007 - February 2011
Altria May 2010 - August 2010
Skills
Business Valuation, Energy Industry, Financial Modeling, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Intangible Assets, Microsoft Excel
Education
Louisiana State University 2007 — 2011
B.S., Finance, Minor: Entrpreneurship
University of New South Wales 2009 — 2009
Duff & Phelps December 2012 - Present
Duff & Phelps July 2011 - December 2012
LSU Purchasing Office August 2007 - February 2011
Altria May 2010 - August 2010
Skills
Business Valuation, Energy Industry, Financial Modeling, Investments, Corporate Finance, Mergers & Acquisitions, Private Equity, Intangible Assets, Microsoft Excel
Education
Louisiana State University 2007 — 2011
B.S., Finance, Minor: Entrpreneurship
University of New South Wales 2009 — 2009
Jack Pettyjohn Jack Pettyjohn's Duff & Phelps Experience August 2014 - Present
Job Talent Acquisition Specialist at Duff & Phelps
Industry Marketing and Advertising
Experience
Duff & Phelps August 2014 - Present
Robert Half International April 2011 - August 2014
Williams-Sonoma, Inc. August 2010 - April 2011
Loyola University Conference Services March 2007 - August 2009
Skills
Interviewing, Recruitment/Retention, Outlook, Adobe Creative Suite, Microsoft Office, Recruiting, Interviews, Training, Event Management, Leadership, Sales, Human Resources, Employee Relations, Team Leadership, Team Building, CRM, Management, Time Management, Advertising, Event Planning, Sales Management, Vendor Management, Account Management, Marketing, Sourcing, Temporary Staffing
Education
Loyola University Chicago 2006 — 2010
B.A. Communications, Advertising and Public Relations
Loyola University Chicago 2006 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Duff & Phelps August 2014 - Present
Robert Half International April 2011 - August 2014
Williams-Sonoma, Inc. August 2010 - April 2011
Loyola University Conference Services March 2007 - August 2009
Skills
Interviewing, Recruitment/Retention, Outlook, Adobe Creative Suite, Microsoft Office, Recruiting, Interviews, Training, Event Management, Leadership, Sales, Human Resources, Employee Relations, Team Leadership, Team Building, CRM, Management, Time Management, Advertising, Event Planning, Sales Management, Vendor Management, Account Management, Marketing, Sourcing, Temporary Staffing
Education
Loyola University Chicago 2006 — 2010
B.A. Communications, Advertising and Public Relations
Loyola University Chicago 2006 — 2010
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Kelly Saxon Kelly Saxon's Duff & Phelps Experience
Job Project Administrator at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis
Education
Michigan State University 1989 — 2003
BA, Employee Relations
Duff & Phelps
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis
Education
Michigan State University 1989 — 2003
BA, Employee Relations
Elizabeth Ventimiglia Elizabeth Ventimiglia's Duff & Phelps Experience 2005 - 2006
Job Vice President at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC December 2013 - Present
American Axle June 2012 - December 2013
Ernst & Young June 2008 - July 2012
Plante & Moran March 2007 - June 2008
Duff & Phelps 2005 - 2006
Skills
Business Valuation, Financial Analysis, Due Diligence, DCF, Financial Reporting, Valuation, Accounting, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Mergers
Education
Michigan State University 2001 — 2005
Ernst & Young Capital Advisors, LLC December 2013 - Present
American Axle June 2012 - December 2013
Ernst & Young June 2008 - July 2012
Plante & Moran March 2007 - June 2008
Duff & Phelps 2005 - 2006
Skills
Business Valuation, Financial Analysis, Due Diligence, DCF, Financial Reporting, Valuation, Accounting, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Mergers
Education
Michigan State University 2001 — 2005
Robert Wasenius Robert Wasenius's Duff & Phelps Experience June 2007 - June 2010
Job Vice President at CenterSquare Investment Management
Industry Real Estate
Experience
CenterSquare Investment Management (formerly Urdang) April 2014 - Present
KPMG October 2013 - April 2014
KPMG June 2010 - September 2013
Duff & Phelps June 2007 - June 2010
Skills
Commercial Real Estate, Appraisals, Argus Modeling, Commercial Real Estate..., Commercial Real Estate..., Valuation, Financial Modeling
Education
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
CenterSquare Investment Management (formerly Urdang) April 2014 - Present
KPMG October 2013 - April 2014
KPMG June 2010 - September 2013
Duff & Phelps June 2007 - June 2010
Skills
Commercial Real Estate, Appraisals, Argus Modeling, Commercial Real Estate..., Commercial Real Estate..., Valuation, Financial Modeling
Education
Loyola University Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Ed Litolff, MAI, CCIM's Duff & Phelps Experience 2007 - 2009
Job Managing Member at Frisco Valuation Group
Industry Financial Services
Experience
Frisco Valuation Group April 2002 - Present
Duff & Phelps 2007 - 2009
American Appraisal Associates 1999 - 2007
Arthur Andersen 1995 - 1999
Skills
Property Tax Services, Hotel Appraisal, Golf Course Appraisal, International Markets, Appraisal, Appraisals, Property Tax, Hotels, Valuation, Real Estate, Due Diligence, Litigation Support, Financial Modeling, Purchase Price..., REO, Strategic Planning, Fairness Opinions, Business Valuation, Expert Witness, Commercial Real Estate, Investments, Real Estate Economics, Property, Loans, Mortgage Lending, Residential Homes, Real Estate Financing, Disposition, DCF, Brokerage, Intangible Assets, Asset Management, Real Estate Development, Acquisitions, Portfolio Management, Location Intelligence, Real Estate Private..., Corporate Real Estate, CMBS, Apartments, Equity Valuation, Leases, Shopping Centers, Real Estate Transactions, DCF Valuation, Intellectual Property..., Litigation Consulting, Financial Structuring, Private Equity, Commercial Mortgages
Education
Louisiana State University 1978 — 1982
BS, Finance
De La Salle High School 1967 — 1970
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Frisco Valuation Group April 2002 - Present
Duff & Phelps 2007 - 2009
American Appraisal Associates 1999 - 2007
Arthur Andersen 1995 - 1999
Skills
Property Tax Services, Hotel Appraisal, Golf Course Appraisal, International Markets, Appraisal, Appraisals, Property Tax, Hotels, Valuation, Real Estate, Due Diligence, Litigation Support, Financial Modeling, Purchase Price..., REO, Strategic Planning, Fairness Opinions, Business Valuation, Expert Witness, Commercial Real Estate, Investments, Real Estate Economics, Property, Loans, Mortgage Lending, Residential Homes, Real Estate Financing, Disposition, DCF, Brokerage, Intangible Assets, Asset Management, Real Estate Development, Acquisitions, Portfolio Management, Location Intelligence, Real Estate Private..., Corporate Real Estate, CMBS, Apartments, Equity Valuation, Leases, Shopping Centers, Real Estate Transactions, DCF Valuation, Intellectual Property..., Litigation Consulting, Financial Structuring, Private Equity, Commercial Mortgages
Education
Louisiana State University 1978 — 1982
BS, Finance
De La Salle High School 1967 — 1970
Graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Erica Waller Baffuto Erica Waller Baffuto's Duff & Phelps Experience May 2013 - Present
Job Executive Assistant
Industry Executive Office
Experience
Duff & Phelps May 2013 - Present
Marco Laguardia Hotel by Lexington April 2012 - May 2013
Marco Laguardia Hotel by Lexington June 2008 - April 2012
La Quinta Inn and Suites September 2007 - May 2008
Wingate by Wyndham April 2006 - September 2007
Wingate Inn April 2006 - September 2007
Skills
Hospitality, Hospitality Management, Customer Service, Hotel Management, Opening Hotels, Microsoft Excel, Microsoft Word, Sales, Strategic Planning, Leadership, Organizational..., Billing Process, Financial Reporting, Financial Analysis, Administrative Work, Office Management, Office Administration, Accounts Payable, Accounts Receivable, Project Management, Computer Operations, Customer Service..., Property Management..., Hotels, Front Office, Management, Customer Satisfaction, Administration
Education
Nassau Community College 2004 — 2007
Associates of Science, Hospitality
Nassau Community College
Associates Degree, Hotel Management
Duff & Phelps May 2013 - Present
Marco Laguardia Hotel by Lexington April 2012 - May 2013
Marco Laguardia Hotel by Lexington June 2008 - April 2012
La Quinta Inn and Suites September 2007 - May 2008
Wingate by Wyndham April 2006 - September 2007
Wingate Inn April 2006 - September 2007
Skills
Hospitality, Hospitality Management, Customer Service, Hotel Management, Opening Hotels, Microsoft Excel, Microsoft Word, Sales, Strategic Planning, Leadership, Organizational..., Billing Process, Financial Reporting, Financial Analysis, Administrative Work, Office Management, Office Administration, Accounts Payable, Accounts Receivable, Project Management, Computer Operations, Customer Service..., Property Management..., Hotels, Front Office, Management, Customer Satisfaction, Administration
Education
Nassau Community College 2004 — 2007
Associates of Science, Hospitality
Nassau Community College
Associates Degree, Hotel Management
John T. Skaltsas's Duff & Phelps Experience 1996 - 1998
Job Financial Service Professional at Skaltsas Insurance & Financial Services, Inc.
Industry Financial Services
Experience
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Skaltsas Insurance & Financial Services, Inc. January 2003 - Present
New York Life Insurance Company November 1998 - Present
NYLIFE Securities LLC November 1998 - Present
Duff & Phelps 1996 - 1998
Skills
Fixed Annuities, Life Insurance, Estate Planning, Insurance, Long Term Care Insurance, Retirement Planning, Key Person Protection, Buy-sell Agreements, 401k Rollovers, Asset Protection, Protection Planning /..., Succession Planning, Multi-generational..., Licensed in Long Term..., Business Insurance..., Wealth Preservation..., Education Funding..., Annuity Sales, Business Succession..., Lifetime Income..., Whole Life Insurance
Education
Northern Illinois University 1990 — 1994
BS
Ashley Sager, CFA Ashley Sager, CFA's Duff & Phelps Experience April 2011 - July 2011
Job VP Finance at Attivio
Industry Financial Services
Experience
Attivio June 2015 - Present
Attivio February 2013 - June 2015
Attivio July 2011 - February 2013
Duff & Phelps April 2011 - July 2011
Duff & Phelps April 2007 - March 2011
Duff & Phelps August 2005 - March 2007
Skills
Valuation, Financial Modeling, DCF, Business Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Enterprise Valuation, Financial Reporting, Purchase Price..., Venture Capital, Finance, Strategy, Corporate Development, Start-ups, Strategic Planning, Management, Due Diligence, Mergers & Acquisitions, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Vermont 2001 — 2005
Bachelor of Science (B.S.), Business (Finance)
University of Vermont 2001 — 2005
Bachelor of Science (B.S.), Mathematics
Attivio June 2015 - Present
Attivio February 2013 - June 2015
Attivio July 2011 - February 2013
Duff & Phelps April 2011 - July 2011
Duff & Phelps April 2007 - March 2011
Duff & Phelps August 2005 - March 2007
Skills
Valuation, Financial Modeling, DCF, Business Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Enterprise Valuation, Financial Reporting, Purchase Price..., Venture Capital, Finance, Strategy, Corporate Development, Start-ups, Strategic Planning, Management, Due Diligence, Mergers & Acquisitions, Leadership
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Vermont 2001 — 2005
Bachelor of Science (B.S.), Business (Finance)
University of Vermont 2001 — 2005
Bachelor of Science (B.S.), Mathematics
Adam Tkaczuk Adam Tkaczuk's Duff & Phelps Experience May 2011 - Present
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps May 2011 - Present
Empire State Development March 2006 - June 2011
GE Energy 1998 - 2003
Skills
Strategic Planning, Renewable Energy, Business Strategy, Negotiation, Venture Capital, Investments, Portfolio Management, Finance, Energy, Private Equity, Management, Cleantech, Business Development, Start-ups, Mergers, Strategy, Due Diligence, Entrepreneurship, Financial Modeling
Education
Rensselaer Polytechnic Institute 2003 — 2005
MBA, Finance & International Business
National University of Singapore 2004 — 2004
MBA Exchange Program, International Business
University of Massachusetts, Amherst 1994 — 1999
BS, Physics
Duff & Phelps May 2011 - Present
Empire State Development March 2006 - June 2011
GE Energy 1998 - 2003
Skills
Strategic Planning, Renewable Energy, Business Strategy, Negotiation, Venture Capital, Investments, Portfolio Management, Finance, Energy, Private Equity, Management, Cleantech, Business Development, Start-ups, Mergers, Strategy, Due Diligence, Entrepreneurship, Financial Modeling
Education
Rensselaer Polytechnic Institute 2003 — 2005
MBA, Finance & International Business
National University of Singapore 2004 — 2004
MBA Exchange Program, International Business
University of Massachusetts, Amherst 1994 — 1999
BS, Physics
Norman Hansen's Duff & Phelps Experience September 2003 - August 2010
Job Director Business Development at Ryan
Industry Financial Services
Experience
Ryan October 2012 - Present
Manage Mobility January 2012 - October 2012
Ryan August 2010 - January 2012
Duff & Phelps September 2003 - August 2010
Skills
Restructuring, Leadership, Account Management, Valuation, Business Development, Business Analysis, Management, New Business Development, Due Diligence, Contract Negotiation, Investment Banking, Tax, Financial Analysis, Accounting, Consulting, Start-ups, Strategic Planning, International Tax, SaaS, Salesforce.com, Financial Modeling, Business Strategy, Telecommunications, Business Process..., Sales, Process Improvement, Property Tax, Telecom Expense..., Procurement, Property, Auditing, Strategy, CRM, Solution Selling, State Tax, Program Management, Mergers & Acquisitions, Vendor Management, Sales Management
Education
Lynn University 1991 — 1995
Ryan October 2012 - Present
Manage Mobility January 2012 - October 2012
Ryan August 2010 - January 2012
Duff & Phelps September 2003 - August 2010
Skills
Restructuring, Leadership, Account Management, Valuation, Business Development, Business Analysis, Management, New Business Development, Due Diligence, Contract Negotiation, Investment Banking, Tax, Financial Analysis, Accounting, Consulting, Start-ups, Strategic Planning, International Tax, SaaS, Salesforce.com, Financial Modeling, Business Strategy, Telecommunications, Business Process..., Sales, Process Improvement, Property Tax, Telecom Expense..., Procurement, Property, Auditing, Strategy, CRM, Solution Selling, State Tax, Program Management, Mergers & Acquisitions, Vendor Management, Sales Management
Education
Lynn University 1991 — 1995
Lynne Inman Lynne Inman's Duff & Phelps Experience 2005 - 2007
Job Director of Transparency Operations at AbbVie
Industry Pharmaceuticals
Experience
AbbVie February 2015 - Present
AbbVie September 2013 - Present
AbbVie January 2013 - September 2013
Abbott Laboratories September 2010 - December 2012
KPMG Advisory May 2007 - September 2010
Duff & Phelps 2005 - 2007
GAB Robins 2002 - 2004
GAB Robins Capital Partners 2001 - 2003
PwC Consulting 1999 - 2001
Skills
Risk Management, Strategy, Management, Internal Audit, Leadership, Performance Management, Internal Controls, Strategic Planning, Policy, Financial Risk, Business Process, Regulatory Affairs, Consulting, Financial Services, Manufacturing, Process Improvement, Business Process..., Change Management, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Governance, Management Consulting, Project Management, Program Management
Education
Catholic University, Columbus School of Law 1983 — 1990
Juris Doctor
Mount Holyoke College 1982 — 1986
Bachelor of Arts, Politics and Women's Studies
AbbVie February 2015 - Present
AbbVie September 2013 - Present
AbbVie January 2013 - September 2013
Abbott Laboratories September 2010 - December 2012
KPMG Advisory May 2007 - September 2010
Duff & Phelps 2005 - 2007
GAB Robins 2002 - 2004
GAB Robins Capital Partners 2001 - 2003
PwC Consulting 1999 - 2001
Skills
Risk Management, Strategy, Management, Internal Audit, Leadership, Performance Management, Internal Controls, Strategic Planning, Policy, Financial Risk, Business Process, Regulatory Affairs, Consulting, Financial Services, Manufacturing, Process Improvement, Business Process..., Change Management, Due Diligence, Sarbanes-Oxley Act, Mergers & Acquisitions, Governance, Management Consulting, Project Management, Program Management
Education
Catholic University, Columbus School of Law 1983 — 1990
Juris Doctor
Mount Holyoke College 1982 — 1986
Bachelor of Arts, Politics and Women's Studies
Tom Huffman Tom Huffman's Duff & Phelps Experience August 2013 - Present
Job Analyst at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps August 2013 - Present
Advantax Group September 2011 - May 2013
Advantax Group 2011 - 2011
Rust-Oleum May 2008 - October 2008
Skills
Tax, SAP, Transfer Pricing, Property Tax, Sales Tax, Microsoft Word, Corporate Tax, Financial Accounting
Education
Northern Illinois University 2009 — 2011
Duff & Phelps August 2013 - Present
Advantax Group September 2011 - May 2013
Advantax Group 2011 - 2011
Rust-Oleum May 2008 - October 2008
Skills
Tax, SAP, Transfer Pricing, Property Tax, Sales Tax, Microsoft Word, Corporate Tax, Financial Accounting
Education
Northern Illinois University 2009 — 2011
Satyam Mallick, CFA Satyam Mallick, CFA's Duff & Phelps Experience January 1996 - December 1997
Job Head of Investment Grade Credit Strategy at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) April 2014 - Present
Susquehanna International Group September 2009 - 2014
Utendahl Capital Management June 2002 - July 2009
Duff & Phelps January 1996 - December 1997
Nuveen Investments June 1993 - December 1995
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1987
1987, Economics
Susquehanna International Group, LLP (SIG) April 2014 - Present
Susquehanna International Group September 2009 - 2014
Utendahl Capital Management June 2002 - July 2009
Duff & Phelps January 1996 - December 1997
Nuveen Investments June 1993 - December 1995
Education
Michigan State University - The Eli Broad College of Business 1991 — 1993
MBA, Finance
Rutgers University-New Brunswick 1984 — 1987
1987, Economics
Kremer Suttman Kremer Suttman's Duff & Phelps Experience August 2013 - July 2015
Job Associate at Periscope Equity LLC
Industry Venture Capital & Private Equity
Experience
Periscope Equity LLC July 2015 - Present
Duff & Phelps August 2013 - July 2015
PwC September 2011 - August 2013
Skills
Capital Markets, Due Diligence, Equities
Education
Miami University 2007 — 2011
Bachelor of Science in Business, Accounting and Finance
Mountain Vista 2003 — 2007
Periscope Equity LLC July 2015 - Present
Duff & Phelps August 2013 - July 2015
PwC September 2011 - August 2013
Skills
Capital Markets, Due Diligence, Equities
Education
Miami University 2007 — 2011
Bachelor of Science in Business, Accounting and Finance
Mountain Vista 2003 — 2007
Fulya Satar Fulya Satar's Duff & Phelps Experience October 2012 - April 2013
Job Senior Consultant
Industry Information Technology and Services
Experience
HBR Consulting LLC September 2015 - Present
Hyperion Global Partners May 2013 - July 2015
Duff & Phelps October 2012 - April 2013
GDSI - an iEnvision Company May 2010 - October 2012
Improved Experience September 2007 - October 2010
Nova Southeastern University April 2009 - April 2010
BilgeAdam ITA January 2005 - June 2005
Skills
Microsoft SQL Server, ASP.NET, C#, Web Applications, K2, K2 blackpearl, K2 Smartforms, K2 SmartObjects, iManage, XML, .NET, C++, VB.NET, JavaScript, IIS, Visual Studio, ASP.NET AJAX, SQL Server, PHP, SQL, IntApp Integration..., IntApp Open, CSS, jQuery, Java, Software Development, T-SQL, Web Services, Databases, Programming, Business Analysis, Integration, SSIS, SharePoint, SharePoint Designer
Education
Nova Southeastern University 2008 — 2010
Master, Information Technology
Mimar Sinan Güzel Sanatlar Üniversitesi 2000 — 2004
Bachelors of Science, Mathematics
HBR Consulting LLC September 2015 - Present
Hyperion Global Partners May 2013 - July 2015
Duff & Phelps October 2012 - April 2013
GDSI - an iEnvision Company May 2010 - October 2012
Improved Experience September 2007 - October 2010
Nova Southeastern University April 2009 - April 2010
BilgeAdam ITA January 2005 - June 2005
Skills
Microsoft SQL Server, ASP.NET, C#, Web Applications, K2, K2 blackpearl, K2 Smartforms, K2 SmartObjects, iManage, XML, .NET, C++, VB.NET, JavaScript, IIS, Visual Studio, ASP.NET AJAX, SQL Server, PHP, SQL, IntApp Integration..., IntApp Open, CSS, jQuery, Java, Software Development, T-SQL, Web Services, Databases, Programming, Business Analysis, Integration, SSIS, SharePoint, SharePoint Designer
Education
Nova Southeastern University 2008 — 2010
Master, Information Technology
Mimar Sinan Güzel Sanatlar Üniversitesi 2000 — 2004
Bachelors of Science, Mathematics
Ilona Kaprovsky Ilona Kaprovsky's Duff & Phelps Experience September 2013 - March 2015
Job Senior Associate at Deloitte Transactions and Business Analytics LLP
Industry Financial Services
Experience
Deloitte Transactions and Business Analytics LLP April 2015 - Present
Duff & Phelps September 2013 - March 2015
Duff & Phelps January 2011 - August 2013
Redcats USA September 2010 - December 2010
Thomson Reuters June 2010 - September 2010
Rent The Runway March 2010 - May 2010
America Reads/America Counts January 2009 - May 2010
Department of Health and Mental Hygiene September 2009 - March 2010
NYC Free Health Clinic January 2009 - January 2010
HASC Center July 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Valuation, Microsoft Excel, Data Analysis, Bloomberg, Microsoft Office, PowerPoint, Market Research, DCF, Financial Advisory
Education
New York University 2007 — 2010
Bachelor of Arts, Economics, Business Studies
Deloitte Transactions and Business Analytics LLP April 2015 - Present
Duff & Phelps September 2013 - March 2015
Duff & Phelps January 2011 - August 2013
Redcats USA September 2010 - December 2010
Thomson Reuters June 2010 - September 2010
Rent The Runway March 2010 - May 2010
America Reads/America Counts January 2009 - May 2010
Department of Health and Mental Hygiene September 2009 - March 2010
NYC Free Health Clinic January 2009 - January 2010
HASC Center July 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Valuation, Valuation, Microsoft Excel, Data Analysis, Bloomberg, Microsoft Office, PowerPoint, Market Research, DCF, Financial Advisory
Education
New York University 2007 — 2010
Bachelor of Arts, Economics, Business Studies
Sam Barden Sam Barden's Duff & Phelps Experience August 2012 - March 2014
Job Technology Investment Banking Associate at Pagemill Partners
Industry Investment Banking
Experience
Pagemill Partners March 2015 - Present
Pagemill Partners May 2014 - February 2015
Duff & Phelps August 2012 - March 2014
Skills
Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Valuation, Investment Banking, Mergers, Corporate Finance
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance
Glenbrook North High School 2004 — 2008
Pagemill Partners March 2015 - Present
Pagemill Partners May 2014 - February 2015
Duff & Phelps August 2012 - March 2014
Skills
Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel, Valuation, Investment Banking, Mergers, Corporate Finance
Education
Miami University 2008 — 2012
Bachelor of Science (B.S.), Finance
Glenbrook North High School 2004 — 2008
Sunil Taneja's Duff & Phelps Experience March 2014 - July 2015
Job M&A Tax at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Duff & Phelps March 2014 - July 2015
Duff & Phelps August 2012 - March 2014
Deloitte August 2006 - August 2012
Deloitte January 2005 - August 2005
Caterpillar Inc. June 2004 - August 2004
Skills
Due Diligence, Mergers & Acquisitions, Tax, Corporate Finance, Corporate Tax, Tax Accounting, Income Tax, Financial Structuring, Financial Modeling, Financial Analysis, Transaction Processing, Financial Reporting, Private Equity, Strategy, US GAAP, Mergers, Banking, Data Analysis, SAP, SEC filings, Accounting, OneSource, Management
Education
Northern Illinois University - College of Business 2005 — 2006
Master's, Accounting/Tax
St. Ambrose University 2001 — 2005
Bachelor's, Accounting, Philosophy
Richwoods
Grant Thornton LLP August 2015 - Present
Duff & Phelps March 2014 - July 2015
Duff & Phelps August 2012 - March 2014
Deloitte August 2006 - August 2012
Deloitte January 2005 - August 2005
Caterpillar Inc. June 2004 - August 2004
Skills
Due Diligence, Mergers & Acquisitions, Tax, Corporate Finance, Corporate Tax, Tax Accounting, Income Tax, Financial Structuring, Financial Modeling, Financial Analysis, Transaction Processing, Financial Reporting, Private Equity, Strategy, US GAAP, Mergers, Banking, Data Analysis, SAP, SEC filings, Accounting, OneSource, Management
Education
Northern Illinois University - College of Business 2005 — 2006
Master's, Accounting/Tax
St. Ambrose University 2001 — 2005
Bachelor's, Accounting, Philosophy
Richwoods
Jes Berg Jes Berg's Duff & Phelps Experience March 2009 - August 2012
Job Director of Partner Adoption & Development
Industry Computer Software
Experience
Matterport December 2014 - Present
Matterport January 2013 - December 2014
Duff & Phelps March 2009 - August 2012
Duff & Phelps June 2006 - February 2009
Skills
Valuation, Business Valuation, Financial Modeling, Business Development, Strategy, Start-ups, Financial Analysis, Analysis, Strategic Planning, Due Diligence, Corporate Finance, Quantitative Analytics, Networking, Sales Presentations, Marketing Strategy, Technology, Account Management, Coordinating Events, Strategic Partnerships, GTM, Product Development, Content Management, 3D visualization, Hardware, Software Development, Pricing Strategy, Trade Shows, Product Strategies, Private Equity, Mergers & Acquisitions, Business Strategy, Finance, Management, Marketing
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Maastricht University 2004 — 2004
International Business, International Business
Matterport December 2014 - Present
Matterport January 2013 - December 2014
Duff & Phelps March 2009 - August 2012
Duff & Phelps June 2006 - February 2009
Skills
Valuation, Business Valuation, Financial Modeling, Business Development, Strategy, Start-ups, Financial Analysis, Analysis, Strategic Planning, Due Diligence, Corporate Finance, Quantitative Analytics, Networking, Sales Presentations, Marketing Strategy, Technology, Account Management, Coordinating Events, Strategic Partnerships, GTM, Product Development, Content Management, 3D visualization, Hardware, Software Development, Pricing Strategy, Trade Shows, Product Strategies, Private Equity, Mergers & Acquisitions, Business Strategy, Finance, Management, Marketing
Education
University of California, Santa Barbara 2002 — 2006
B.A., Business Economics
Maastricht University 2004 — 2004
International Business, International Business
Christina (Christi) LeMahieu's Duff & Phelps Experience June 2010 - October 2012
Job Senior Software Engineer, Business Intelligence at Viacom
Industry Information Technology and Services
Experience
Viacom September 2014 - Present
Viacom October 2012 - Present
Duff & Phelps June 2010 - October 2012
Web Wizards, LLC 2007 - February 2012
Kalkomey Enterprises April 2009 - June 2010
Match.com, International May 2008 - November 2008
Match.com February 2005 - May 2008
Nokia September 2002 - February 2005
Intellinex February 2002 - September 2002
Scruggs Consulting June 1998 - February 2002
Skills
SQL Server, SSRS, C#, .NET, XML, ASP.NET, JavaScript, AJAX, SSIS, HTML, VB.NET, SEO, SEM, SQL, T-SQL, Agile Methodologies, TFS, WCF, Microsoft SQL Server, Testing, SDLC, E-commerce, Web Services, Web Applications, Oracle, WPF, Databases, Visual Basic, PL/SQL, Crystal Reports, Requirements Gathering, IIS, LINQ, ETL, Architecture, Database Design, ASP.NET MVC, Scrum, Visual Studio, Software Development, jQuery, C++, Entity Framework, Web Development, ADO.NET, SOAP, Management, ASP, Integration
Education
Richland College
Currently Enrolled
Milwaukee Area Technical College
Associate, Computer Science
North High
Viacom September 2014 - Present
Viacom October 2012 - Present
Duff & Phelps June 2010 - October 2012
Web Wizards, LLC 2007 - February 2012
Kalkomey Enterprises April 2009 - June 2010
Match.com, International May 2008 - November 2008
Match.com February 2005 - May 2008
Nokia September 2002 - February 2005
Intellinex February 2002 - September 2002
Scruggs Consulting June 1998 - February 2002
Skills
SQL Server, SSRS, C#, .NET, XML, ASP.NET, JavaScript, AJAX, SSIS, HTML, VB.NET, SEO, SEM, SQL, T-SQL, Agile Methodologies, TFS, WCF, Microsoft SQL Server, Testing, SDLC, E-commerce, Web Services, Web Applications, Oracle, WPF, Databases, Visual Basic, PL/SQL, Crystal Reports, Requirements Gathering, IIS, LINQ, ETL, Architecture, Database Design, ASP.NET MVC, Scrum, Visual Studio, Software Development, jQuery, C++, Entity Framework, Web Development, ADO.NET, SOAP, Management, ASP, Integration
Education
Richland College
Currently Enrolled
Milwaukee Area Technical College
Associate, Computer Science
North High
Joel Yoel Kelman Joel Yoel Kelman's Duff & Phelps Experience 2006 - 2010
Job Cofounder of Ecovent at TechStars
Industry Oil & Energy
Experience
Ecovent February 2013 - Present
TechStars 2014 - 2014
MIT Sloan School of Management 2012 - 2014
SolarCity 2013 - 2013
Sage Devices 2013 - 2013
Plymedia 2011 - 2012
Giza Singer Even 2010 - 2011
Duff & Phelps 2006 - 2010
Standard & Poor's 2005 - 2005
Skills
Start-ups, Entrepreneurship, Financial Modeling, GSD, Due Diligence, Energy Efficiency, Strategy, Energy, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Strategy, Venture Capital, Investments, Data Analysis, Renewable Energy, Solar Energy, Analysis, Business Process Design, Alternative Energy, Sustainability
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Energy, Entrepreneurship
Yeshiva University 2002 — 2006
BS, Accounting
Beth Tfiloh 2000 — 2002
Ecovent February 2013 - Present
TechStars 2014 - 2014
MIT Sloan School of Management 2012 - 2014
SolarCity 2013 - 2013
Sage Devices 2013 - 2013
Plymedia 2011 - 2012
Giza Singer Even 2010 - 2011
Duff & Phelps 2006 - 2010
Standard & Poor's 2005 - 2005
Skills
Start-ups, Entrepreneurship, Financial Modeling, GSD, Due Diligence, Energy Efficiency, Strategy, Energy, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Strategy, Venture Capital, Investments, Data Analysis, Renewable Energy, Solar Energy, Analysis, Business Process Design, Alternative Energy, Sustainability
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA), Energy, Entrepreneurship
Yeshiva University 2002 — 2006
BS, Accounting
Beth Tfiloh 2000 — 2002
Tracey DeWitte Tracey DeWitte's Duff & Phelps Experience 1994 - 1996
Job Photographer & Designer
Industry Photography
Experience
Self-employed Financial AnalystDraper and Kramer1996 - 1998
Duff & Phelps 1994 - 1996
JMB Realty Corporation 1991 - 1994
Skills
Lightroom, Fine Art Photography, Photography, Commercial Photography, Event Photography, Portrait Photography, Image Manipulation, Portraits, Digital Photography, Wedding Photography, Senior Portraits, Studio Photography
Education
Loyola University Chicago 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
DePaul University
Masters of Business Administration (M.B.A.)
Hinsdale Central High School
Self-employed Financial AnalystDraper and Kramer1996 - 1998
Duff & Phelps 1994 - 1996
JMB Realty Corporation 1991 - 1994
Skills
Lightroom, Fine Art Photography, Photography, Commercial Photography, Event Photography, Portrait Photography, Image Manipulation, Portraits, Digital Photography, Wedding Photography, Senior Portraits, Studio Photography
Education
Loyola University Chicago 1988 — 1991
Bachelor of Business Administration (BBA), Finance, General
DePaul University
Masters of Business Administration (M.B.A.)
Hinsdale Central High School
Chris Mukoro Chris Mukoro's Duff & Phelps Experience August 2013 - Present
Job Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2013 - Present
RBC Capital Markets January 2011 - July 2013
GDC Acquisitions, LLC October 2009 - January 2011
Banc of America Securities June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Investments, Energy, Analysis, Renewable Energy, Banking, Financial Services, Trading, Financial Modeling, Bloomberg, Equities, Financial Analysis, Finance, Due Diligence
Education
Morehouse College 2006 — 2008
B.A, Finance
Morehouse College
B.A, Business Administration; Finance
Grand Rapids Community College 2004 — 2006
AS, Computer Information Systems and Business Administration
Grand Valley State University 2003 — 2004
B.A, Computer Information Systems
ALIGRAMS
Duff & Phelps August 2013 - Present
RBC Capital Markets January 2011 - July 2013
GDC Acquisitions, LLC October 2009 - January 2011
Banc of America Securities June 2008 - March 2009
Banc of America Securities May 2007 - August 2007
Skills
Corporate Finance, Valuation, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Investments, Energy, Analysis, Renewable Energy, Banking, Financial Services, Trading, Financial Modeling, Bloomberg, Equities, Financial Analysis, Finance, Due Diligence
Education
Morehouse College 2006 — 2008
B.A, Finance
Morehouse College
B.A, Business Administration; Finance
Grand Rapids Community College 2004 — 2006
AS, Computer Information Systems and Business Administration
Grand Valley State University 2003 — 2004
B.A, Computer Information Systems
ALIGRAMS
David Green, CPA David Green, CPA's Duff & Phelps Experience 2003 - 2006
Job Strategic and Operational CFO
Industry Executive Office
Experience
Catheter Connections, Inc. February 2012 - October 2014
SJW Corp. [NYSE: SJW] 2008 - 2010
Specialized Health Products International, Inc. 2006 - 2008
Duff & Phelps 2003 - 2006
Golden Gate Triathlon Club 2001 - 2005
Ernst & Young 1998 - 2001
Duff & Phelps September 1993 - August 1998
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Strategy, Forecasting, Financial Analysis, Finance, Management, Due Diligence, Strategic Planning
Education
William E. Simon School of Business
MBA
State University of New York College at Brockport
BS
University of Utah - David Eccles School of Business
Minski Dzjaržauny Lingvistyèny Universitet
Catheter Connections, Inc. February 2012 - October 2014
SJW Corp. [NYSE: SJW] 2008 - 2010
Specialized Health Products International, Inc. 2006 - 2008
Duff & Phelps 2003 - 2006
Golden Gate Triathlon Club 2001 - 2005
Ernst & Young 1998 - 2001
Duff & Phelps September 1993 - August 1998
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Strategy, Forecasting, Financial Analysis, Finance, Management, Due Diligence, Strategic Planning
Education
William E. Simon School of Business
MBA
State University of New York College at Brockport
BS
University of Utah - David Eccles School of Business
Minski Dzjaržauny Lingvistyèny Universitet
Marzouk Khalifeh, CPA/MBA Marzouk Khalifeh, CPA/MBA's Duff & Phelps Experience November 2009 - July 2014
Job Senior Financial Planning & Analysis Consultant at Marcal Manufacturing, LLC
Industry Financial Services
Experience
Marcal Manufacturing, LLC December 2014 - Present
Duff & Phelps November 2009 - July 2014
NICE Systems July 2008 - November 2009
Stryker October 2006 - July 2008
Linens N Things June 2004 - June 2006
Wiss & Company, LLP 2002 - 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Variance Analysis, Corporate Finance, Financial Accounting, Internal Controls, US GAAP, Auditing, GAAP, Revenue Recognition, process improvement, Planning Budgeting &..., Account Reconciliation, Acquisition Integration, Intercompany..., Project Management
Education
Montclair State University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Montclair State University 1999 — 2002
Bachelor's degree, Accounting
Marcal Manufacturing, LLC December 2014 - Present
Duff & Phelps November 2009 - July 2014
NICE Systems July 2008 - November 2009
Stryker October 2006 - July 2008
Linens N Things June 2004 - June 2006
Wiss & Company, LLP 2002 - 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Variance Analysis, Corporate Finance, Financial Accounting, Internal Controls, US GAAP, Auditing, GAAP, Revenue Recognition, process improvement, Planning Budgeting &..., Account Reconciliation, Acquisition Integration, Intercompany..., Project Management
Education
Montclair State University 2002 — 2006
Master of Business Administration (MBA), Finance, General
Montclair State University 1999 — 2002
Bachelor's degree, Accounting
Linda Tavernarakis, CAP's Duff & Phelps Experience August 2007 - Present
Job Executive Assistant/Office Manager at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2007 - Present
Ronald Blue & Co. June 2004 - June 2007
World Concern October 1990 - June 2003
Skills
Marketing Communications, Fundraising, Office Administration, Internal Communications, Microsoft Publisher, Marketing Strategy, Microsoft Word, Accounting, Event Planning, Office Management, Work Independently with..., Handle Multiple..., Highly Organized &..., Time-efficient, Tech-savvy, Written & Verbal..., Administraion, Administrative..., Administrative..., Executive..., Handle Confidential..., Office Equipment..., Administrative..., Calendars, Spreadsheets, Lotus Notes, Executive Support, Confidentiality, Administration, Administrative..., Customer Service
Education
North Seattle Community College 1983 — 1985
completed courses, Business Administration
University of Washington Extension
Completed course, Greek Language
Duff & Phelps August 2007 - Present
Ronald Blue & Co. June 2004 - June 2007
World Concern October 1990 - June 2003
Skills
Marketing Communications, Fundraising, Office Administration, Internal Communications, Microsoft Publisher, Marketing Strategy, Microsoft Word, Accounting, Event Planning, Office Management, Work Independently with..., Handle Multiple..., Highly Organized &..., Time-efficient, Tech-savvy, Written & Verbal..., Administraion, Administrative..., Administrative..., Executive..., Handle Confidential..., Office Equipment..., Administrative..., Calendars, Spreadsheets, Lotus Notes, Executive Support, Confidentiality, Administration, Administrative..., Customer Service
Education
North Seattle Community College 1983 — 1985
completed courses, Business Administration
University of Washington Extension
Completed course, Greek Language
Terrence (Terry) Coan, CRM Terrence (Terry) Coan, CRM's Duff & Phelps Experience June 2008 - March 2009
Job Senior Director at HBR Consulting LLC
Industry Information Technology and Services
Experience
HBR Consulting LLC July 2011 - Present
Hildebrandt Baker Robbins November 2009 - June 2011
eSentio Technologies June 2009 - November 2009
Duff & Phelps June 2008 - March 2009
Baker Robbins & Company November 2002 - May 2008
ARMA International July 2000 - June 2003
Accutrac Software August 1999 - November 2002
Iron Mountain Records Management April 1989 - August 1999
First American Records Management 1989 - 1999
Skills
Business Process..., Budgeting, Records Management, Information Management, Policy, Enterprise Content..., Strategy, Enterprise Software, Management, Program Management, SharePoint, Project Management, Risk Management, Budgets, Business Process, Professional Services, Governance, Document Management, Business Intelligence, Software Documentation, Leadership, Data Analysis, Litigation Support, Project Planning, Consulting, Business Development, Document Imaging, Government, Process Improvement, Knowledge Management, IT Strategy, Business Analysis, IT Management, Management Consulting
Education
University of Phoenix 1991 — 1993
Management
Walsh College 1986 — 1987
Management
Macomb Community College 1982 — 1985
Associates, General
HBR Consulting LLC July 2011 - Present
Hildebrandt Baker Robbins November 2009 - June 2011
eSentio Technologies June 2009 - November 2009
Duff & Phelps June 2008 - March 2009
Baker Robbins & Company November 2002 - May 2008
ARMA International July 2000 - June 2003
Accutrac Software August 1999 - November 2002
Iron Mountain Records Management April 1989 - August 1999
First American Records Management 1989 - 1999
Skills
Business Process..., Budgeting, Records Management, Information Management, Policy, Enterprise Content..., Strategy, Enterprise Software, Management, Program Management, SharePoint, Project Management, Risk Management, Budgets, Business Process, Professional Services, Governance, Document Management, Business Intelligence, Software Documentation, Leadership, Data Analysis, Litigation Support, Project Planning, Consulting, Business Development, Document Imaging, Government, Process Improvement, Knowledge Management, IT Strategy, Business Analysis, IT Management, Management Consulting
Education
University of Phoenix 1991 — 1993
Management
Walsh College 1986 — 1987
Management
Macomb Community College 1982 — 1985
Associates, General
Le-el David Sinai Le-el David Sinai's Duff & Phelps Experience July 2012 - August 2012
Job Financial Services Regulatory Consultant at PwC
Industry Law Practice
Experience
PwC September 2013 - Present
The Clearing House November 2014 - February 2015
Standard Chartered Bank September 2012 - April 2013
Duff & Phelps July 2012 - August 2012
Standard Chartered Bank August 2011 - December 2011
The Law Firm of A. Edward Major December 2010 - May 2011
The New York Center for Law and Justice June 2010 - August 2010
Skills
Legal Research, Legal Writing, Litigation, Corporate Law, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel, Private Equity, Securities, Derivatives, Research, Westlaw, Financial Analysis, Corporate Governance, Mergers, Due Diligence, Microsoft Word, Analysis, Estate Planning, Banking Law, Finance, Economics, Valuation, Capital Markets, Financial Services, Securities Regulation, Structured Finance, Legal Compliance, Legal Advice, Restructuring, Banking, Hedge Funds, Venture Capital, International Law, Negotiation, Risk Management, Dodd-Frank, Investments, Legal Issues, Investment Banking, Equities, Alternative Investments, Structured Products, Financial Markets, Bloomberg, Contract Negotiation, Policy, Fixed Income, Politics
Education
Maurice A. Deane School of Law at Hofstra University 2009 — 2013
Doctor of Law (JD), International Law and Legal Studies and Financial Services Regulation
Frank G. Zarb School of Business at Hofstra University 2011 — 2013
M.B.A., Finance
Ben-Gurion University of the Negev 2008 — 2009
Master of Arts (MA), Middle East Studies
State University of New York at Buffalo 2006 — 2008
Bachelor of Arts (BA), Psychology, Philosophy
East meadow High School 2001 — 2005
General Studies, General Studies
PwC September 2013 - Present
The Clearing House November 2014 - February 2015
Standard Chartered Bank September 2012 - April 2013
Duff & Phelps July 2012 - August 2012
Standard Chartered Bank August 2011 - December 2011
The Law Firm of A. Edward Major December 2010 - May 2011
The New York Center for Law and Justice June 2010 - August 2010
Skills
Legal Research, Legal Writing, Litigation, Corporate Law, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel, Private Equity, Securities, Derivatives, Research, Westlaw, Financial Analysis, Corporate Governance, Mergers, Due Diligence, Microsoft Word, Analysis, Estate Planning, Banking Law, Finance, Economics, Valuation, Capital Markets, Financial Services, Securities Regulation, Structured Finance, Legal Compliance, Legal Advice, Restructuring, Banking, Hedge Funds, Venture Capital, International Law, Negotiation, Risk Management, Dodd-Frank, Investments, Legal Issues, Investment Banking, Equities, Alternative Investments, Structured Products, Financial Markets, Bloomberg, Contract Negotiation, Policy, Fixed Income, Politics
Education
Maurice A. Deane School of Law at Hofstra University 2009 — 2013
Doctor of Law (JD), International Law and Legal Studies and Financial Services Regulation
Frank G. Zarb School of Business at Hofstra University 2011 — 2013
M.B.A., Finance
Ben-Gurion University of the Negev 2008 — 2009
Master of Arts (MA), Middle East Studies
State University of New York at Buffalo 2006 — 2008
Bachelor of Arts (BA), Psychology, Philosophy
East meadow High School 2001 — 2005
General Studies, General Studies
Kevin Hagemeier Kevin Hagemeier's Duff & Phelps Experience May 2004 - Present
Job Senior Manager at Duff & Phelps (Formerly American Appraisal)
Industry Financial Services
Experience
Duff & Phelps May 2004 - Present
Bucyrus International June 1999 - May 2004
P&H Mining Equipment January 1998 - June 1999
Nicolet Biomedical May 1996 - January 1998
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Capital Markets, Portfolio Management, Analysis, Management, Equities, Finance, Private Equity, Strategic Planning, Risk Management, Process Improvement, Consulting, Securities
Education
Marquette University 1999 — 2003
MBA, Finance
University of Wisconsin-Whitewater 1992 — 1996
BBA, Operations Management/Accounting
Duff & Phelps May 2004 - Present
Bucyrus International June 1999 - May 2004
P&H Mining Equipment January 1998 - June 1999
Nicolet Biomedical May 1996 - January 1998
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Capital Markets, Portfolio Management, Analysis, Management, Equities, Finance, Private Equity, Strategic Planning, Risk Management, Process Improvement, Consulting, Securities
Education
Marquette University 1999 — 2003
MBA, Finance
University of Wisconsin-Whitewater 1992 — 1996
BBA, Operations Management/Accounting
Peter Corcoran Peter Corcoran's Duff & Phelps Experience May 2004 - May 2007
Job PwC Deals Partner, Providing Valuation & Corporate Finance Advice To Global Clients
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP June 2007 - Present
Duff & Phelps May 2004 - May 2007
Standard & Poor's 2001 - 2004
Skills
Valuation, Mergers & Acquisitions, Finance, Financial Analysis, Strategic Planning, Corporate Finance, Intangible Assets, International Tax, Financial Accounting, Financial Modeling, Training & Development
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Business
Northeastern University 1986 — 1990
B.S., Business
PricewaterhouseCoopers LLP June 2007 - Present
Duff & Phelps May 2004 - May 2007
Standard & Poor's 2001 - 2004
Skills
Valuation, Mergers & Acquisitions, Finance, Financial Analysis, Strategic Planning, Corporate Finance, Intangible Assets, International Tax, Financial Accounting, Financial Modeling, Training & Development
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Business
Northeastern University 1986 — 1990
B.S., Business
Shellie Nimrodi's Duff & Phelps Experience April 2015 - Present
Job Compliance Specialist at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2015 - Present
Sidley Austin LLP July 2013 - March 2015
Katten Muchin Rosenman LLP March 2010 - July 2013
K&L Gates November 2006 - October 2009
LaSalle Bank May 2001 - November 2006
Skills
Research, Cross-training, Analysis, Mergers, Legal Research, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Risk Management, Process Improvement, Legal Writing, Time Management, Human Resources, Mergers & Acquisitions, Litigation, Management
Education
Northeastern Illinois University 2000 — 2006
Bachelors of Arts, Major in Psychology, Minor in Anthropology, 3.98/4.0
Good Counsel
Duff & Phelps April 2015 - Present
Sidley Austin LLP July 2013 - March 2015
Katten Muchin Rosenman LLP March 2010 - July 2013
K&L Gates November 2006 - October 2009
LaSalle Bank May 2001 - November 2006
Skills
Research, Cross-training, Analysis, Mergers, Legal Research, Microsoft Office, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Risk Management, Process Improvement, Legal Writing, Time Management, Human Resources, Mergers & Acquisitions, Litigation, Management
Education
Northeastern Illinois University 2000 — 2006
Bachelors of Arts, Major in Psychology, Minor in Anthropology, 3.98/4.0
Good Counsel
Nicole Carrig Nicole Carrig's Duff & Phelps Experience October 2009 - March 2014
Job Executive Recruiter at EY
Industry Management Consulting
Experience
EY April 2014 - Present
Duff & Phelps October 2009 - March 2014
Ceteris, Inc. October 2009 - October 2012
Ernst & Young November 1998 - December 2003
Robert Half International 1997 - 1998
Caremark 1994 - 1997
Coopers & Lybrand June 1992 - September 1994
Skills
Recruiting, Talent Management, Employee Engagement, Leadership, Onboarding, Organizational..., University Recruitment, Financial Analysis, Valuation, Accounting, University Relations, Global Talent..., Due Diligence, Sourcing, Relationship Management, Business Valuation, Corporate Finance, Human Resources, Project Management, Talent Intelligence, Coaching, Mentoring, Big 4, Applicant Tracking..., Performance Management, Executive Search, Compensation Structures, Financial Services
Education
Miami University 1988 — 1992
BS, Accounting
EY April 2014 - Present
Duff & Phelps October 2009 - March 2014
Ceteris, Inc. October 2009 - October 2012
Ernst & Young November 1998 - December 2003
Robert Half International 1997 - 1998
Caremark 1994 - 1997
Coopers & Lybrand June 1992 - September 1994
Skills
Recruiting, Talent Management, Employee Engagement, Leadership, Onboarding, Organizational..., University Recruitment, Financial Analysis, Valuation, Accounting, University Relations, Global Talent..., Due Diligence, Sourcing, Relationship Management, Business Valuation, Corporate Finance, Human Resources, Project Management, Talent Intelligence, Coaching, Mentoring, Big 4, Applicant Tracking..., Performance Management, Executive Search, Compensation Structures, Financial Services
Education
Miami University 1988 — 1992
BS, Accounting
Patrick Warwick Patrick Warwick's Duff & Phelps Experience July 2014 - Present
Job Valuation Advisory Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Bank of America June 2013 - August 2013
Planning Associates May 2012 - June 2012
UBS May 2011 - August 2011
Metairie Country Club May 2007 - August 2011
Skills
Excel, Technical Data Analysis, MS Access, Pivot Tables, PowerPoint, Word, Microsoft Business..., Analytical Skills, Creative Solutions, Oral & Written..., Exceptionally Organized, Highly personable, Access, Microsoft Excel, Analysis, Strategic Financial..., Finance, Financial Planning, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, 3.75
London School of Economics and Political Science 2012 — 2012
Summer Program in Marketing
Louisiana State University and Agricultural and Mechanical College 2011 — 2012
Finance, General, 4.0
Jesuit High School New Orleans 2005 — 2010
4.5
Duff & Phelps July 2014 - Present
Bank of America June 2013 - August 2013
Planning Associates May 2012 - June 2012
UBS May 2011 - August 2011
Metairie Country Club May 2007 - August 2011
Skills
Excel, Technical Data Analysis, MS Access, Pivot Tables, PowerPoint, Word, Microsoft Business..., Analytical Skills, Creative Solutions, Oral & Written..., Exceptionally Organized, Highly personable, Access, Microsoft Excel, Analysis, Strategic Financial..., Finance, Financial Planning, Microsoft Word
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance, 3.75
London School of Economics and Political Science 2012 — 2012
Summer Program in Marketing
Louisiana State University and Agricultural and Mechanical College 2011 — 2012
Finance, General, 4.0
Jesuit High School New Orleans 2005 — 2010
4.5
Luke Berry Luke Berry's Duff & Phelps Experience September 2013 - January 2015
Job Director at Evolution Leisure LLC
Industry Accounting
Experience
Evolution Leisure LLC February 2015 - Present
Duff & Phelps September 2013 - January 2015
Grant Thornton LLP June 2012 - September 2012
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, IFRS, Corporate Finance, Management Accounting, Business Valuation, Financial Modeling
Education
The Manchester Metropolitan University 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance, 2:1
Meridian Community College 2008 — 2010
Associate's degree, Accounting
Kings of wessex 2003 — 2007
Evolution Leisure LLC February 2015 - Present
Duff & Phelps September 2013 - January 2015
Grant Thornton LLP June 2012 - September 2012
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, GAAP, IFRS, Corporate Finance, Management Accounting, Business Valuation, Financial Modeling
Education
The Manchester Metropolitan University 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance, 2:1
Meridian Community College 2008 — 2010
Associate's degree, Accounting
Kings of wessex 2003 — 2007
Melissa Armenti Melissa Armenti's Duff & Phelps Experience August 2013 - May 2015
Job Director at Lazard
Industry Investment Banking
Experience
Lazard May 2015 - Present
Duff & Phelps August 2013 - May 2015
Duff & Phelps February 2007 - August 2013
Duff & Phelps April 2006 - February 2007
Standard & Poor's Corporate Value Consulting June 2004 - April 2006
McGraw-Hill January 2003 - June 2004
Skills
Financial Analysis, Management, Due Diligence, Leadership, Corporate Finance, Mergers & Acquisitions, Real Estate, Financial Services, Risk Management, Finance, Portfolio Management, Strategy, Investments
Education
Marywood University 1995 — 1999
BS, Accounting
Lazard May 2015 - Present
Duff & Phelps August 2013 - May 2015
Duff & Phelps February 2007 - August 2013
Duff & Phelps April 2006 - February 2007
Standard & Poor's Corporate Value Consulting June 2004 - April 2006
McGraw-Hill January 2003 - June 2004
Skills
Financial Analysis, Management, Due Diligence, Leadership, Corporate Finance, Mergers & Acquisitions, Real Estate, Financial Services, Risk Management, Finance, Portfolio Management, Strategy, Investments
Education
Marywood University 1995 — 1999
BS, Accounting
Ashley Thelen's Duff & Phelps Experience May 2014 - Present
Job HR Professional with expertise in Campus Recruiting and Program Management
Industry Financial Services
Experience
Duff & Phelps May 2014 - Present
EY November 2013 - May 2014
Maxim Integrated June 2011 - November 2013
Georgia Pacific LLC December 2008 - April 2011
Georgia Pacific LLC June 2007 - December 2008
Michigan State University October 2003 - May 2007
Skills
Human Resources, Talent Management, Recruiting, Performance Management, Applicant Tracking..., Training, Talent Acquisition, Organizational..., College Recruiting, Employment Law, Workforce Planning, HRIS
Education
Michigan State University 2003 — 2007
BA, Communication
Duff & Phelps May 2014 - Present
EY November 2013 - May 2014
Maxim Integrated June 2011 - November 2013
Georgia Pacific LLC December 2008 - April 2011
Georgia Pacific LLC June 2007 - December 2008
Michigan State University October 2003 - May 2007
Skills
Human Resources, Talent Management, Recruiting, Performance Management, Applicant Tracking..., Training, Talent Acquisition, Organizational..., College Recruiting, Employment Law, Workforce Planning, HRIS
Education
Michigan State University 2003 — 2007
BA, Communication
Dallas Worden Dallas Worden's Duff & Phelps Experience May 2015 - August 2015
Job Student at Michigan State University
Industry Financial Services
Experience
Duff & Phelps May 2015 - August 2015
First Mate Yacht Care May 2012 - May 2015
New York Times Digital August 2014 - December 2014
Petoskey's Finest Auto Detailing May 2014 - August 2014
Skills
Time Management, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Event Management, Data Analysis, Public Relations, Sales Management, Fixed Asset Management, Inventory Valuation, Equity Trading, Options Strategies, Business Development, Social Networking, Customer Satisfaction, Business Planning, Market Research
Education
Michigan State University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Duff & Phelps May 2015 - August 2015
First Mate Yacht Care May 2012 - May 2015
New York Times Digital August 2014 - December 2014
Petoskey's Finest Auto Detailing May 2014 - August 2014
Skills
Time Management, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Event Management, Data Analysis, Public Relations, Sales Management, Fixed Asset Management, Inventory Valuation, Equity Trading, Options Strategies, Business Development, Social Networking, Customer Satisfaction, Business Planning, Market Research
Education
Michigan State University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Senior
Christopher Luedtke Christopher Luedtke's Duff & Phelps Experience August 2007 - May 2011
Job Manager at Huron Consulting Group
Industry Real Estate
Experience
Huron Consulting Group June 2011 - Present
Duff & Phelps August 2007 - May 2011
American Appraisal Associates 1998 - 2007
Education
Milwaukee School of Engineering 1994 — 1998
Williams Bay
Huron Consulting Group June 2011 - Present
Duff & Phelps August 2007 - May 2011
American Appraisal Associates 1998 - 2007
Education
Milwaukee School of Engineering 1994 — 1998
Williams Bay
Brandi McKinnor Brandi McKinnor's Duff & Phelps Experience September 2005 - October 2011
Job Executive Assistant
Industry Investment Banking
Experience
Deloitte February 2014 - Present
Ziegler January 2013 - February 2014
Duff & Phelps September 2005 - October 2011
Qualified Health June 2003 - August 2005
Skills
Recruiting, Event Planning, Concur, Office Administration, Administrative..., Office Management, PowerPoint, Newsletters, Invoicing, Leadership, Management, Time Management, Microsoft Word
Education
Long Island University, Brooklyn Campus 2001 — 2005
BBA, Business Administration
Deloitte February 2014 - Present
Ziegler January 2013 - February 2014
Duff & Phelps September 2005 - October 2011
Qualified Health June 2003 - August 2005
Skills
Recruiting, Event Planning, Concur, Office Administration, Administrative..., Office Management, PowerPoint, Newsletters, Invoicing, Leadership, Management, Time Management, Microsoft Word
Education
Long Island University, Brooklyn Campus 2001 — 2005
BBA, Business Administration
Lauryn Haake's Duff & Phelps Experience March 2014 - Present
Job Director, Legal Management Consulting Group at Duff & Phelps
Industry Legal Services
Experience
Duff & Phelps March 2014 - Present
Duff & Phelps December 2010 - March 2014
June Consulting Group, Inc December 2009 - March 2011
Bridgeway Software February 2008 - December 2009
Mitratech Holdings, Inc September 2007 - February 2008
YRC Worldwide Inc April 2005 - September 2007
Yellow Technologies, Inc November 1999 - April 2005
Skills
Legal Management, Business Process Design, Training & Development, Sales Operations, Knowledge Management, Business Development, Management Consulting, Software Configuration..., Project Management, Software Project..., Building Relationships, Legal, Enterprise Risk..., Requirements Gathering, Employee Training, Legal Matters, Contract Management, Litigation Support, Business Intelligence, Consulting, Change Management, Risk Management, Management, SharePoint, Training, Business Process..., Finance, Business Process, Enterprise Software, Professional Services, Business Analysis, Process Improvement, SaaS, Vendor Management, Budgets, Strategy
Education
Rockhurst University 2002 — 2005
MBA
University of Missouri-Kansas City 2000 — 2000
Bachelor's
Missouri State University 1996 — 1999
Bachelor's
St Thomas Aquinas 1992 — 1996
Duff & Phelps March 2014 - Present
Duff & Phelps December 2010 - March 2014
June Consulting Group, Inc December 2009 - March 2011
Bridgeway Software February 2008 - December 2009
Mitratech Holdings, Inc September 2007 - February 2008
YRC Worldwide Inc April 2005 - September 2007
Yellow Technologies, Inc November 1999 - April 2005
Skills
Legal Management, Business Process Design, Training & Development, Sales Operations, Knowledge Management, Business Development, Management Consulting, Software Configuration..., Project Management, Software Project..., Building Relationships, Legal, Enterprise Risk..., Requirements Gathering, Employee Training, Legal Matters, Contract Management, Litigation Support, Business Intelligence, Consulting, Change Management, Risk Management, Management, SharePoint, Training, Business Process..., Finance, Business Process, Enterprise Software, Professional Services, Business Analysis, Process Improvement, SaaS, Vendor Management, Budgets, Strategy
Education
Rockhurst University 2002 — 2005
MBA
University of Missouri-Kansas City 2000 — 2000
Bachelor's
Missouri State University 1996 — 1999
Bachelor's
St Thomas Aquinas 1992 — 1996
Edward Mielke's Duff & Phelps Experience April 2010 - Present
Job Director, M&A at Duff & Phelps with Expertise in Consumer and Retail Sectors
Industry Investment Banking
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps April 2008 - March 2010
Duff & Phelps July 2005 - March 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Structuring, Financial Modeling, Divestitures, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Financial Sponsors, Consumer Products, Multi-channel Retail, Acquisitions, Capital Raising, Private Placements, Recapitalizations
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration, Finance
Macalester College 1993 — 1997
Bachelor of Arts, Biology
Duff & Phelps April 2010 - Present
Duff & Phelps April 2008 - March 2010
Duff & Phelps July 2005 - March 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Structuring, Financial Modeling, Divestitures, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Financial Sponsors, Consumer Products, Multi-channel Retail, Acquisitions, Capital Raising, Private Placements, Recapitalizations
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration, Finance
Macalester College 1993 — 1997
Bachelor of Arts, Biology
Derrick Nickels Derrick Nickels's Duff & Phelps Experience April 2010 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps September 2005 - March 2010
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PricewaterhouseCoopers June 1998 - September 2001
Coopers & Lybrand May 1997 - June 1998
Skills
Valuation, Financial Reporting, Tax, Business Valuation, Purchase Price..., Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Investment Banking, Management, Financial Analysis
Education
Michigan State University - The Eli Broad College of Business 1993 — 1997
Davison
Duff & Phelps April 2010 - Present
Duff & Phelps September 2005 - March 2010
Standard & Poor's Corporate Value Consulting September 2001 - September 2005
PricewaterhouseCoopers June 1998 - September 2001
Coopers & Lybrand May 1997 - June 1998
Skills
Valuation, Financial Reporting, Tax, Business Valuation, Purchase Price..., Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Investment Banking, Management, Financial Analysis
Education
Michigan State University - The Eli Broad College of Business 1993 — 1997
Davison
Jonathan Lasker Jonathan Lasker's Duff & Phelps Experience July 2007 - November 2010
Job Associate at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. November 2010 - Present
Duff & Phelps July 2007 - November 2010
Bear Stearns 2006 - 2006
M&T Bank May 2005 - August 2005
Skills
Investment Banking, Mergers, Acquisitions, Financial Analysis, Financial Modeling, Valuation, DCF, LBO
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Oppenheimer & Co. November 2010 - Present
Duff & Phelps July 2007 - November 2010
Bear Stearns 2006 - 2006
M&T Bank May 2005 - August 2005
Skills
Investment Banking, Mergers, Acquisitions, Financial Analysis, Financial Modeling, Valuation, DCF, LBO
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance
Larry Kohn Larry Kohn's Duff & Phelps Experience May 2008 - Present
Job Director Revenue Recognition Accounting at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2008 - Present
Interpublic Group May 2007 - May 2008
AT&T December 1983 - May 2007
Education
Lehigh University 1973 — 1977
BS, Accounting
Duff & Phelps May 2008 - Present
Interpublic Group May 2007 - May 2008
AT&T December 1983 - May 2007
Education
Lehigh University 1973 — 1977
BS, Accounting
Jonathan Joffe, CPA, CA, CFA, CIRP Jonathan Joffe, CPA, CA, CFA, CIRP's Duff & Phelps Experience 2011 - 2015
Job Manager at KSV Advisory Inc.
Industry Investment Banking
Experience
KSV Advisory Inc. 2015 - Present
Duff & Phelps 2011 - 2015
RSM Richter 2009 - 2011
RSM Richter 2007 - 2009
Skills
Restructuring, Financial Modeling, Accounting, Insolvency, Bankruptcy, Business Analysis, Financial Analysis, Auditing, Creditor Representation, Financial Reporting, Financial Accounting, Corporate Finance, Finance, Internal Controls
Education
University of Toronto - Rotman School of Management 2005 — 2007
MMPA, Accounting
McGill University 2001 — 2005
B.Comm, Management
KSV Advisory Inc. 2015 - Present
Duff & Phelps 2011 - 2015
RSM Richter 2009 - 2011
RSM Richter 2007 - 2009
Skills
Restructuring, Financial Modeling, Accounting, Insolvency, Bankruptcy, Business Analysis, Financial Analysis, Auditing, Creditor Representation, Financial Reporting, Financial Accounting, Corporate Finance, Finance, Internal Controls
Education
University of Toronto - Rotman School of Management 2005 — 2007
MMPA, Accounting
McGill University 2001 — 2005
B.Comm, Management
Jean-Yves Magnan's Duff & Phelps Experience January 2001 - April 2006
Job
Industry Financial Services
Experience
Citi May 2012 - Present
Citigroup July 2010 - April 2012
Citigroup August 2007 - July 2010
Citigroup May 2006 - July 2007
Duff & Phelps January 2001 - April 2006
BNP Paribas 1998 - 1999
Skills
Corporate Finance, Fixed Income, Valuation, Emerging Markets, Mergers, Restructuring, Financial Modeling, Capital Markets, Structured Finance, Strategy, Financial Services, Business Strategy, Treasury Management, Due Diligence, Financial Structuring, Financial Analysis, Business Valuation, Financial Markets, Financial Risk, Banking, Finance, Treasury, Credit Analysis, Bonds, Divestitures, IPO, Strategic Financial..., ALM, M
Education
Yale University 1999 — 2000
Post Doc
MINES ParisTech 1996 — 1999
Masters
Citi May 2012 - Present
Citigroup July 2010 - April 2012
Citigroup August 2007 - July 2010
Citigroup May 2006 - July 2007
Duff & Phelps January 2001 - April 2006
BNP Paribas 1998 - 1999
Skills
Corporate Finance, Fixed Income, Valuation, Emerging Markets, Mergers, Restructuring, Financial Modeling, Capital Markets, Structured Finance, Strategy, Financial Services, Business Strategy, Treasury Management, Due Diligence, Financial Structuring, Financial Analysis, Business Valuation, Financial Markets, Financial Risk, Banking, Finance, Treasury, Credit Analysis, Bonds, Divestitures, IPO, Strategic Financial..., ALM, M
Education
Yale University 1999 — 2000
Post Doc
MINES ParisTech 1996 — 1999
Masters
Becky York's Duff & Phelps Experience November 1998 - March 2002
Job York Consulting Group, LLC
Industry Investment Banking
Experience
York Consulting Group, LLC April 2006 - Present
Trenwith Group, LLC 2005 - 2006
Duff & Phelps November 1998 - March 2002
Deloitte May 1998 - October 1998
ARTHUR ANDERSEN (Official) July 1996 - April 1998
Iskowitz & Koo February 1992 - June 1996
Deloitte August 1990 - January 1992
American Appraisal, a division of Duff & Phelps May 1988 - July 1990
Skills
Private Equity, Valuation, Financial Analysis, Business Valuation, Corporate Finance, M&A experience, Intangible Assets, Corporate Advisory, Due Diligence, Financial Modeling, Financial Reporting, Investment Banking, Mergers & Acquisitions, Venture Capital, Restructuring, Purchase Price..., Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
M.B.A.
Louisiana State University 1981 — 1985
B.S.
York Consulting Group, LLC April 2006 - Present
Trenwith Group, LLC 2005 - 2006
Duff & Phelps November 1998 - March 2002
Deloitte May 1998 - October 1998
ARTHUR ANDERSEN (Official) July 1996 - April 1998
Iskowitz & Koo February 1992 - June 1996
Deloitte August 1990 - January 1992
American Appraisal, a division of Duff & Phelps May 1988 - July 1990
Skills
Private Equity, Valuation, Financial Analysis, Business Valuation, Corporate Finance, M&A experience, Intangible Assets, Corporate Advisory, Due Diligence, Financial Modeling, Financial Reporting, Investment Banking, Mergers & Acquisitions, Venture Capital, Restructuring, Purchase Price..., Finance
Education
Tulane University - A.B. Freeman School of Business 1985 — 1987
M.B.A.
Louisiana State University 1981 — 1985
B.S.
Kevin Reilly, ASA's Duff & Phelps Experience 2006 - 2009
Job Managing Partner at evcValuation
Industry Utilities
Experience
evcValuation LLC March 2015 - Present
American Appraisal Associates 2014 - March 2015
American Appraisal Associates 2009 - 2012
Duff & Phelps 2006 - 2009
UBS Global Asset Management August 2000 - March 2002
Skills
Due Diligence, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Corporate Finance, Business Valuation, Private Equity, Management
Education
Marquette University 1993 — 1998
Bachelor of Science (BS), Mechanical Engineering
evcValuation LLC March 2015 - Present
American Appraisal Associates 2014 - March 2015
American Appraisal Associates 2009 - 2012
Duff & Phelps 2006 - 2009
UBS Global Asset Management August 2000 - March 2002
Skills
Due Diligence, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Corporate Finance, Business Valuation, Private Equity, Management
Education
Marquette University 1993 — 1998
Bachelor of Science (BS), Mechanical Engineering
Heidi Miller's Duff & Phelps Experience 2011 - 2013
Job CA, CBV
Industry Financial Services
Experience
Infrastructure Ontario July 2013 - July 2014
Duff & Phelps 2011 - 2013
Kalex Valuations Inc, Stern Cohen Valuations Inc. 2007 - 2011
Coca-Cola Enterprises 2001 - 2006
Canadian Cancer Society November 1998 - June 2001
Canadian Cancer Society October 1998 - June 2001
Holt Renfrew April 1998 - November 1998
RSM Richter Chamberland 1994 - 1997
Skills
Business Valuation, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Relationship Management, Building Relationships, Financial Forecasting, Food & Beverage, Consumer Products, Accounting, Strategic Planning, Finance, Auditing, Management, Due Diligence, Mergers & Acquisitions, Financial Reporting, Strategic Financial..., Forecasting, Leadership, Internal Audit, Strategy, Financial Accounting, Internal Controls, Sales
Education
Canadian Institute of Chartered Accountants
Canadian Institute of Chartered Business Valuators
McGill University
BA, Graduate Diploma of Chartered Accountancy
Marianopolis College
Infrastructure Ontario July 2013 - July 2014
Duff & Phelps 2011 - 2013
Kalex Valuations Inc, Stern Cohen Valuations Inc. 2007 - 2011
Coca-Cola Enterprises 2001 - 2006
Canadian Cancer Society November 1998 - June 2001
Canadian Cancer Society October 1998 - June 2001
Holt Renfrew April 1998 - November 1998
RSM Richter Chamberland 1994 - 1997
Skills
Business Valuation, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Relationship Management, Building Relationships, Financial Forecasting, Food & Beverage, Consumer Products, Accounting, Strategic Planning, Finance, Auditing, Management, Due Diligence, Mergers & Acquisitions, Financial Reporting, Strategic Financial..., Forecasting, Leadership, Internal Audit, Strategy, Financial Accounting, Internal Controls, Sales
Education
Canadian Institute of Chartered Accountants
Canadian Institute of Chartered Business Valuators
McGill University
BA, Graduate Diploma of Chartered Accountancy
Marianopolis College
Blake Johnson's Duff & Phelps Experience May 2006 - August 2006
Job Director, Legal Services at Mindcrest
Industry Legal Services
Experience
Mindcrest March 2009 - Present
Clutch Group December 2007 - January 2008
RR Donnelley August 2006 - December 2007
Duff & Phelps May 2006 - August 2006
Skills
Litigation Support, Compliance, Contract Management, Due Diligence, Litigation, Commercial Litigation, Corporate Law, Real Estate, Customer Relations, Litigation Management
Education
Loyola University Chicago School of Law 2002 — 2005
JD, 2005
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Political Science
Mindcrest March 2009 - Present
Clutch Group December 2007 - January 2008
RR Donnelley August 2006 - December 2007
Duff & Phelps May 2006 - August 2006
Skills
Litigation Support, Compliance, Contract Management, Due Diligence, Litigation, Commercial Litigation, Corporate Law, Real Estate, Customer Relations, Litigation Management
Education
Loyola University Chicago School of Law 2002 — 2005
JD, 2005
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Political Science
Linas Cicenas's Duff & Phelps Experience June 2014 - Present
Job Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2014 - Present
Sanli Pastore & Hill, Inc. September 2011 - May 2014
Sanli Pastore & Hill, Inc. May 2008 - September 2011
Houlihan Lokey 2006 - 2008
Skills
Fairness Opinions, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Equities, Mergers, Leveraged Finance, Private Equity, M&A experience, Structured Finance, Capital Markets, Equity Valuation, Credit Analysis, Purchase Price..., Intangible Assets, Bloomberg, Finance, Mergers & Acquisitions, Hedge Funds, LBO, Due Diligence, Strategy
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Duff & Phelps June 2014 - Present
Sanli Pastore & Hill, Inc. September 2011 - May 2014
Sanli Pastore & Hill, Inc. May 2008 - September 2011
Houlihan Lokey 2006 - 2008
Skills
Fairness Opinions, Financial Modeling, Valuation, Corporate Finance, Business Valuation, Financial Analysis, Investment Banking, Equities, Mergers, Leveraged Finance, Private Equity, M&A experience, Structured Finance, Capital Markets, Equity Valuation, Credit Analysis, Purchase Price..., Intangible Assets, Bloomberg, Finance, Mergers & Acquisitions, Hedge Funds, LBO, Due Diligence, Strategy
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA), Finance, General
Loyola Marymount University 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Scott Oblow's Duff & Phelps Experience October 2005 - Present
Job Global Human Capital Leader at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2005 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers 1992 - 2001
Skills
Human Capital, Management, Financial Analysis, Finance, Talent Management, Performance Management, Investments, Business Strategy, Management Consulting
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BS Accounting, Accounting
Duff & Phelps October 2005 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers 1992 - 2001
Skills
Human Capital, Management, Financial Analysis, Finance, Talent Management, Performance Management, Investments, Business Strategy, Management Consulting
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BS Accounting, Accounting
Bo Youn Jo's Duff & Phelps Experience April 2006 - June 2008
Job Strategist at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management January 2010 - Present
E & Y July 2008 - May 2010
Duff & Phelps April 2006 - June 2008
Creedon Keller & Partners (hedge fund) January 2004 - December 2005
GE Healthcare December 2000 - March 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2004
MFE, Financial Engineering
Marquette University 1998 — 2000
MBA, MIS
Yonsei University
B.S., Physics
Pine River Capital Management January 2010 - Present
E & Y July 2008 - May 2010
Duff & Phelps April 2006 - June 2008
Creedon Keller & Partners (hedge fund) January 2004 - December 2005
GE Healthcare December 2000 - March 2003
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2004
MFE, Financial Engineering
Marquette University 1998 — 2000
MBA, MIS
Yonsei University
B.S., Physics
Charles Cenac's Duff & Phelps Experience 2005 - Present
Job Financial Executive ⎮ Project Manager ⎮ Strategic Planner
Industry Financial Services
Experience
Duff & Phelps 2005 - Present
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Start-ups, Business Modeling, Financial Reporting, M&A, Sales, Acquisitions, Project Management, Capital Raising
Education
Louisiana State University and Agricultural and Mechanical College
MBA
Wofford College
Intercultural Studies for Business
Duff & Phelps 2005 - Present
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Start-ups, Business Modeling, Financial Reporting, M&A, Sales, Acquisitions, Project Management, Capital Raising
Education
Louisiana State University and Agricultural and Mechanical College
MBA
Wofford College
Intercultural Studies for Business
Brad Griggs's Duff & Phelps Experience January 2009 - November 2010
Job Managing Director, Global Corporate Services, Incentives Negotiation at Newmark Grubb Knight Frank
Industry Real Estate
Experience
Newmark Grubb Knight Frank April 2013 - Present
Ryan, LLC October 2011 - March 2013
Ryan November 2010 - October 2011
Duff & Phelps January 2009 - November 2010
Duff & Phelps June 2008 - January 2009
BDO Seidman, LLP August 2007 - June 2008
Skills
Incentives, Incentive Programs, Tax Incentives, Incentives Compliance, Site Selection, Economic Development, Due Diligence, Data Analysis, Tax Research, Tax, Microsoft Excel, Microsoft Office, Financial Modeling, Leadership, Management, Analysis
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Newmark Grubb Knight Frank April 2013 - Present
Ryan, LLC October 2011 - March 2013
Ryan November 2010 - October 2011
Duff & Phelps January 2009 - November 2010
Duff & Phelps June 2008 - January 2009
BDO Seidman, LLP August 2007 - June 2008
Skills
Incentives, Incentive Programs, Tax Incentives, Incentives Compliance, Site Selection, Economic Development, Due Diligence, Data Analysis, Tax Research, Tax, Microsoft Excel, Microsoft Office, Financial Modeling, Leadership, Management, Analysis
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Eric Thielemans's Duff & Phelps Experience August 2004 - October 2007
Job Senior Manager, Product Management at Sprinklr
Industry Information Technology and Services
Luba Sokolova's Duff & Phelps Experience May 2013 - Present
Job Senior Analyst at HewlettPackard
Industry Financial Services
Experience
Hewlett-Packard Enterprise August 2015 - Present
Duff & Phelps May 2013 - Present
HTC Financial Solutions January 2013 - May 2013
Duff and Phelps November 2006 - January 2008
The Shemano Group March 2006 - September 2006
Performance, Research and Design Hedge Fund March 2005 - June 2005
Publications of National Association of Securities Dealers Journal, Moscow, Russia January 1999 - 2001
Investments in Russia Journal, Moscow, Russia 1997 - 1999
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Quantitative Finance, Economics, Financial Markets, Corporate Finance, Derivatives, Statistics, Accounting, Investment Banking, Finance, Securities, Financial Risk, Investments
Education
University of California, Santa Cruz 2004 — 2006
MS, Applied Economics and Finance
Moscow State University of Economics, Statistics and Informatics (MESI) 1992 — 1997
BA, MA, International Economics
Hewlett-Packard Enterprise August 2015 - Present
Duff & Phelps May 2013 - Present
HTC Financial Solutions January 2013 - May 2013
Duff and Phelps November 2006 - January 2008
The Shemano Group March 2006 - September 2006
Performance, Research and Design Hedge Fund March 2005 - June 2005
Publications of National Association of Securities Dealers Journal, Moscow, Russia January 1999 - 2001
Investments in Russia Journal, Moscow, Russia 1997 - 1999
Skills
Business Valuation, Valuation, Financial Analysis, Financial Modeling, Quantitative Finance, Economics, Financial Markets, Corporate Finance, Derivatives, Statistics, Accounting, Investment Banking, Finance, Securities, Financial Risk, Investments
Education
University of California, Santa Cruz 2004 — 2006
MS, Applied Economics and Finance
Moscow State University of Economics, Statistics and Informatics (MESI) 1992 — 1997
BA, MA, International Economics
Amy Bazelon's Duff & Phelps Experience 1989 - 1991
Job Clinician at Jewish Child & Family Services
Industry Individual & Family Services
Experience
Jewish Child & Family Services August 2012 - Present
Lake County, IL 2011 - Present
CASA Lake County May 2006 - Present
Duff & Phelps 1989 - 1991
VMS Realty 1987 - 1989
Kenneth Leventhal & Co 1985 - 1987
VMS Realty 1983 - 1985
Arthur Andersen & Co 1982 - 1983
Education
National-Louis University 2010 — 2013
Master's, Counseling
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS - Accy, Accounting
Jewish Child & Family Services August 2012 - Present
Lake County, IL 2011 - Present
CASA Lake County May 2006 - Present
Duff & Phelps 1989 - 1991
VMS Realty 1987 - 1989
Kenneth Leventhal & Co 1985 - 1987
VMS Realty 1983 - 1985
Arthur Andersen & Co 1982 - 1983
Education
National-Louis University 2010 — 2013
Master's, Counseling
University of Illinois at Urbana-Champaign - College of Business 1978 — 1982
BS - Accy, Accounting
Julie Cavallaro's Duff & Phelps Experience 2003 - 2007
Job S
Industry Management Consulting
Experience
Cavallaro Consulting Group March 2010 - Present
Duke University August 2009 - April 2011
Stout Risius Ross February 2007 - July 2009
Duff & Phelps 2003 - 2007
Education
Michigan State University 2000 — 2003
Cavallaro Consulting Group March 2010 - Present
Duke University August 2009 - April 2011
Stout Risius Ross February 2007 - July 2009
Duff & Phelps 2003 - 2007
Education
Michigan State University 2000 — 2003
Matthew Damiano's Duff & Phelps Experience October 2007 - June 2008
Job Senior Manager at PricewaterhouseCoopers LLP
Industry Financial Services
Experience
PwC June 2008 - Present
Duff & Phelps October 2007 - June 2008
PricewaterhouseCoopers February 2003 - October 2007
Brown Brothers Harriman July 2000 - March 2003
Haver Analytics March 1999 - July 2000
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Management Consulting, Mergers & Acquisitions, Business Valuation, Business Process..., Strategy, Risk Management, Forecasting, Business Strategy, Strategic Financial...
Education
New York University 1997 — 1999
MA, International Politics and Business
University of Arizona 1993 — 1997
BA, Economics / Political Science
Rutgers Study Abroad Program
PwC June 2008 - Present
Duff & Phelps October 2007 - June 2008
PricewaterhouseCoopers February 2003 - October 2007
Brown Brothers Harriman July 2000 - March 2003
Haver Analytics March 1999 - July 2000
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Management Consulting, Mergers & Acquisitions, Business Valuation, Business Process..., Strategy, Risk Management, Forecasting, Business Strategy, Strategic Financial...
Education
New York University 1997 — 1999
MA, International Politics and Business
University of Arizona 1993 — 1997
BA, Economics / Political Science
Rutgers Study Abroad Program
Chris Parillo's Duff & Phelps Experience 2004 - 2007
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust 2014 - Present
JP Morgan 2010 - 2014
Point Capital Partners, LLC 2009 - 2010
Washington Corner Capital Management 2007 - 2009
Duff & Phelps 2004 - 2007
Education
Lehigh University 2000 — 2004
U.S. Trust 2014 - Present
JP Morgan 2010 - 2014
Point Capital Partners, LLC 2009 - 2010
Washington Corner Capital Management 2007 - 2009
Duff & Phelps 2004 - 2007
Education
Lehigh University 2000 — 2004
David Nadell's Duff & Phelps Experience April 2010 - Present
Job Vice President at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps April 2008 - March 2010
Duff & Phelps April 2006 - March 2008
Skills
Forecasting, Financial Analysis, Financial Modeling, Business Valuation, Life Science Industry, Valuation, DCF, Private Equity, Corporate Finance, Mergers, Equities, Derivatives, Fairness Opinions, Investments, Option Valuation, Monte Carlo Simulation, Survey Research, Due Diligence, Decision Analysis, Employee Stock Options
Education
Massachusetts Institute of Technology
B.S., Biology
Stanford University
Ph.D., Neuroscience
Duff & Phelps April 2010 - Present
Duff & Phelps April 2008 - March 2010
Duff & Phelps April 2006 - March 2008
Skills
Forecasting, Financial Analysis, Financial Modeling, Business Valuation, Life Science Industry, Valuation, DCF, Private Equity, Corporate Finance, Mergers, Equities, Derivatives, Fairness Opinions, Investments, Option Valuation, Monte Carlo Simulation, Survey Research, Due Diligence, Decision Analysis, Employee Stock Options
Education
Massachusetts Institute of Technology
B.S., Biology
Stanford University
Ph.D., Neuroscience
Jessica Maher's Duff & Phelps Experience April 2009 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2009 - Present
Education
Louisiana State University 2001 — 2005
Duff & Phelps April 2009 - Present
Education
Louisiana State University 2001 — 2005
Cathy Oh's Duff & Phelps Experience 1999 - 2000
Job Senior Investment Analyst at Genworth Financial
Industry Financial Services
Experience
Genworth Financial August 2010 - Present
Financial Times Interactive Data September 2008 - August 2010
HSBC 2005 - 2007
Deutsche Bank 2003 - 2005
Credit Suisse 2000 - 2003
Duff & Phelps 1999 - 2000
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Asset Management, Loans, Residential Mortgages, Structured Products, Trading, Investments, Credit, ABS, Portfolio Management
Education
New York University
B.A., Economnics
New York University
Economics
Genworth Financial August 2010 - Present
Financial Times Interactive Data September 2008 - August 2010
HSBC 2005 - 2007
Deutsche Bank 2003 - 2005
Credit Suisse 2000 - 2003
Duff & Phelps 1999 - 2000
Skills
Structured Finance, Securitization, Fixed Income, Capital Markets, Asset Management, Loans, Residential Mortgages, Structured Products, Trading, Investments, Credit, ABS, Portfolio Management
Education
New York University
B.A., Economnics
New York University
Economics
Abby (Heckler) Gray's Duff & Phelps Experience March 2013 - Present
Job Executive Assistant at Duff & Phelps
Industry Staffing and Recruiting
Experience
Duff & Phelps March 2013 - Present
KOS Services LLC December 2008 - March 2013
Regency Centers February 2008 - November 2008
Robert Half International September 2007 - February 2008
MCSA 2003 - 2007
United Church of Christ 2006 - 2006
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Recruiting, Outlook, Event Management, Microsoft Word, Leadership, Marketing, Budgets, PowerPoint, Social Media, Human Resources, Time Management, Fundraising, Management, Training
Education
Miami University 2003 — 2007
Bachelor of Science (BS), Strategic Communication
Duff & Phelps March 2013 - Present
KOS Services LLC December 2008 - March 2013
Regency Centers February 2008 - November 2008
Robert Half International September 2007 - February 2008
MCSA 2003 - 2007
United Church of Christ 2006 - 2006
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Recruiting, Outlook, Event Management, Microsoft Word, Leadership, Marketing, Budgets, PowerPoint, Social Media, Human Resources, Time Management, Fundraising, Management, Training
Education
Miami University 2003 — 2007
Bachelor of Science (BS), Strategic Communication
Donny McCallum's Duff & Phelps Experience August 2008 - September 2009
Job Director, Planning and Economics at Enbridge Energy
Industry Financial Services
Experience
Enbridge Energy July 2014 - Present
Southwestern Energy March 2012 - July 2014
Southwestern Energy January 2011 - March 2012
Southwestern Energy September 2009 - December 2010
Duff & Phelps August 2008 - September 2009
Duff and Phelps May 2006 - August 2008
BSA Sales February 2002 - September 2004
Skills
Financial Modeling, Natural Gas, Budget, Negotiation, Finance, Financial Analysis, Energy Industry, Microsoft Office, Analysis, Process Improvement, Strategic Planning, Strategy, Budgets, Energy, Management, Project Planning, Leadership, Business Development, Microsoft Excel, Mergers & Acquisitions, Due Diligence, Financial Reporting, Business Analysis, Forecasting
Education
Louisiana State University 2005 — 2006
MBA, Corporate Finance and Internal Audit Concentrations
Louisiana State University
BFA, Photography
Enbridge Energy July 2014 - Present
Southwestern Energy March 2012 - July 2014
Southwestern Energy January 2011 - March 2012
Southwestern Energy September 2009 - December 2010
Duff & Phelps August 2008 - September 2009
Duff and Phelps May 2006 - August 2008
BSA Sales February 2002 - September 2004
Skills
Financial Modeling, Natural Gas, Budget, Negotiation, Finance, Financial Analysis, Energy Industry, Microsoft Office, Analysis, Process Improvement, Strategic Planning, Strategy, Budgets, Energy, Management, Project Planning, Leadership, Business Development, Microsoft Excel, Mergers & Acquisitions, Due Diligence, Financial Reporting, Business Analysis, Forecasting
Education
Louisiana State University 2005 — 2006
MBA, Corporate Finance and Internal Audit Concentrations
Louisiana State University
BFA, Photography
Dan Patracuolla's Duff & Phelps Experience May 2008 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2008 - Present
Morgan Stanley 2005 - 2008
Standard & Poor's Corporate Value Consulting March 1997 - September 2005
PwC 1997 - 2001
Curtiss Wright 1989 - 1997
Curtiss Wright Flight Systems 1989 - 1997
Curtiss wright 1989 - 1997
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Alternative Investments, Capital Markets, Equity Valuation, Derivatives, Investments, Hedge Funds, Financial Analysis, Mergers, Securities, Leveraged Finance, Mergers & Acquisitions, Finance
Education
Seton Hall University 1990 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Metallurgy & Materials Engineering
West Essex High School
Duff & Phelps May 2008 - Present
Morgan Stanley 2005 - 2008
Standard & Poor's Corporate Value Consulting March 1997 - September 2005
PwC 1997 - 2001
Curtiss Wright 1989 - 1997
Curtiss Wright Flight Systems 1989 - 1997
Curtiss wright 1989 - 1997
Skills
Valuation, Business Valuation, Private Equity, Corporate Finance, Alternative Investments, Capital Markets, Equity Valuation, Derivatives, Investments, Hedge Funds, Financial Analysis, Mergers, Securities, Leveraged Finance, Mergers & Acquisitions, Finance
Education
Seton Hall University 1990 — 1994
MBA, Finance
Lehigh University 1983 — 1987
BS, Metallurgy & Materials Engineering
West Essex High School
Mark Athanas's Duff & Phelps Experience Senior Real Estate ConsultantLefevers Viewpoint Group, Inc.April 2009 - Present
Job at Lefevers Viewpoint Group, Inc.
Industry Real Estate
Experience
Duff & Phelps Senior Real Estate ConsultantLefevers Viewpoint Group, Inc.April 2009 - Present
Education
Milwaukee School of Engineering 1978 — 1981
Duff & Phelps Senior Real Estate ConsultantLefevers Viewpoint Group, Inc.April 2009 - Present
Education
Milwaukee School of Engineering 1978 — 1981
Daniel Eisen's Duff & Phelps Experience May 2007 - October 2008
Job Principal Mechanical Engineer at Bechtel Marine Propulsion Corporation
Industry Mechanical or Industrial Engineering
Experience
Bechtel Marine Propulsion Corporation July 2014 - Present
Bechtel Marine Propulsion Corporation August 2012 - July 2014
Bechtel Marine Propulsion Corporation October 2009 - August 2012
Bechtel Marine Propulsion Corporation October 2008 - October 2009
Duff & Phelps May 2007 - October 2008
Philips Healthcare December 2005 - April 2007
Bechtel Marine Propulsion Corporation July 2005 - December 2005
Education
Lehigh University 2001 — 2005
B.S., Mechanical Engineering
Bechtel Marine Propulsion Corporation July 2014 - Present
Bechtel Marine Propulsion Corporation August 2012 - July 2014
Bechtel Marine Propulsion Corporation October 2009 - August 2012
Bechtel Marine Propulsion Corporation October 2008 - October 2009
Duff & Phelps May 2007 - October 2008
Philips Healthcare December 2005 - April 2007
Bechtel Marine Propulsion Corporation July 2005 - December 2005
Education
Lehigh University 2001 — 2005
B.S., Mechanical Engineering
Rebecca Huizenga's Duff & Phelps Experience May 2002 - Present
Job Executive Assistant at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2002 - Present
Accor Economy Lodging September 2000 - October 2001
Intertek Testing Services February 1990 - December 1999
Education
McMurry University
Duff & Phelps May 2002 - Present
Accor Economy Lodging September 2000 - October 2001
Intertek Testing Services February 1990 - December 1999
Education
McMurry University
Fik Durmus's Duff & Phelps Experience 1994 - 1996
Job Senior Banker at HSBC
Industry Investment Banking
Experience
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
HSBC 2013 - Present
BNP Paribas 2007 - 2012
JPMorgan 2003 - 2007
Madison Capital Funding 2002 - 2003
Banc of America Securities 1999 - 2001
Dresdner Kleinwort 1997 - 1999
Duff & Phelps 1994 - 1996
Arthur Andersen 1991 - 1994
Skills
Investment Banking, Capital Markets, LBO, Financial Modeling, Valuation, Corporate Finance, Private Equity, Leveraged Finance, Equities, Portfolio Management, Financial Analysis, Credit Analysis, Due Diligence, Fixed Income, Structured Finance, Mergers & Acquisitions, Business Development, Global Relationship..., Corporate Banking
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance & Marketing
Michigan State University 1986 — 1990
BA, Accounting
Patrick Schumann, CFA's Duff & Phelps Experience October 1991 - June 1996
Job Portfolio Manager at FCI Advisors
Industry Financial Services
Experience
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
FCI Advisors August 2012 - Present
Enterprise Bank & Trust March 2009 - July 2012
Edward Jones June 1996 - October 2008
Duff & Phelps October 1991 - June 1996
Northern Trust December 1988 - September 1991
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1993
MBA, Finance
Marquette University 1984 — 1988
BS, Business Administration
St. Louis University High School
Joe Alberti, CPA's Duff & Phelps Experience April 2007 - September 2008
Job VP Specialty Programs, Fortegra
Industry Insurance
Experience
Fortegra January 2013 - Present
Family Foundations of Northeast Florida June 2012 - Present
Fortegra June 2011 - February 2013
Pregis February 2010 - May 2011
Pregis October 2008 - February 2010
Duff & Phelps April 2007 - September 2008
PricewaterhouseCoopers March 2006 - March 2007
PricewaterhouseCoopers 2002 - 2006
Skills
Due Diligence, Private Equity, Business Strategy, Strategic Planning, Analysis, Finance, Insurance, Strategy, Risk Management, Mergers, Management, Leadership, Process Improvement, Program Management, Sales, Team Building, Business Development, Mergers & Acquisitions, Strategic Financial..., Financial Planning
Education
Northern Illinois University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Fortegra January 2013 - Present
Family Foundations of Northeast Florida June 2012 - Present
Fortegra June 2011 - February 2013
Pregis February 2010 - May 2011
Pregis October 2008 - February 2010
Duff & Phelps April 2007 - September 2008
PricewaterhouseCoopers March 2006 - March 2007
PricewaterhouseCoopers 2002 - 2006
Skills
Due Diligence, Private Equity, Business Strategy, Strategic Planning, Analysis, Finance, Insurance, Strategy, Risk Management, Mergers, Management, Leadership, Process Improvement, Program Management, Sales, Team Building, Business Development, Mergers & Acquisitions, Strategic Financial..., Financial Planning
Education
Northern Illinois University 1998 — 2002
Bachelor of Science (B.S.), Accounting
Dan Platten's Duff & Phelps Experience June 2015 - Present
Job Director at Duff & Phelps
Industry Hospital & Health Care
Experience
Duff & Phelps June 2015 - Present
American Appraisal, A Division of Duff & Phelps September 2012 - May 2015
KPMG July 2011 - September 2012
KPMG April 2009 - June 2011
KPMG July 2007 - April 2009
KPMG September 2005 - June 2007
Skills
Business Valuation, Financial Modeling, CPA, Intangible Assets, Strategic Financial..., US GAAP, Financial Reporting, Industry Research, Fixed Income, Market Research, Fairness Opinions, Healthcare, Healthcare Reimbursement
Education
Marquette University 2004 — 2005
Master of Science
Marquette University 2000 — 2004
Bachelor of Science
St. Ignatius High School 1996 — 2000
Duff & Phelps June 2015 - Present
American Appraisal, A Division of Duff & Phelps September 2012 - May 2015
KPMG July 2011 - September 2012
KPMG April 2009 - June 2011
KPMG July 2007 - April 2009
KPMG September 2005 - June 2007
Skills
Business Valuation, Financial Modeling, CPA, Intangible Assets, Strategic Financial..., US GAAP, Financial Reporting, Industry Research, Fixed Income, Market Research, Fairness Opinions, Healthcare, Healthcare Reimbursement
Education
Marquette University 2004 — 2005
Master of Science
Marquette University 2000 — 2004
Bachelor of Science
St. Ignatius High School 1996 — 2000
Jaclyn Cannici's Duff & Phelps Experience March 2012 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2012 - Present
Duff & Phelps September 2006 - February 2012
Standard & Poor's Corporate Value Consulting April 2004 - September 2006
Standard & Poor's Corporate Value Consulting August 2002 - March 2004
Skills
Purchase Price..., Valuation, Due Diligence, Accounting, Financial Modeling, Finance, Business Valuation, Appraisals, Financial Analysis, Analysis, Corporate Finance, Fixed Assets, Mergers & Acquisitions
Education
Lehigh University 1997 — 2002
BS / MS, Industrial Engineering / Finance
Duff & Phelps March 2012 - Present
Duff & Phelps September 2006 - February 2012
Standard & Poor's Corporate Value Consulting April 2004 - September 2006
Standard & Poor's Corporate Value Consulting August 2002 - March 2004
Skills
Purchase Price..., Valuation, Due Diligence, Accounting, Financial Modeling, Finance, Business Valuation, Appraisals, Financial Analysis, Analysis, Corporate Finance, Fixed Assets, Mergers & Acquisitions
Education
Lehigh University 1997 — 2002
BS / MS, Industrial Engineering / Finance
Andreas Nyga's Duff & Phelps Experience September 2007 - March 2013
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2007 - March 2013
BearingPoint, Inc. 1998 - 2007
KPMG 1998 - 2001
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Private Equity, Investment Banking, DCF, Business Process..., Business Process, Equity Valuation, Capital Markets, Hedge Funds, Equities, Due Diligence, Mergers & Acquisitions, Alternative Investments, Bloomberg, Financial Analysis, M&A experience, Equity Research
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Computer Information Systems
Montclair State University 1990 — 1994
BA, Fianance, Computer Science
Duff & Phelps September 2007 - March 2013
BearingPoint, Inc. 1998 - 2007
KPMG 1998 - 2001
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Private Equity, Investment Banking, DCF, Business Process..., Business Process, Equity Valuation, Capital Markets, Hedge Funds, Equities, Due Diligence, Mergers & Acquisitions, Alternative Investments, Bloomberg, Financial Analysis, M&A experience, Equity Research
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Computer Information Systems
Montclair State University 1990 — 1994
BA, Fianance, Computer Science
Frank Niscoromni's Duff & Phelps Experience 2005 - 2007
Job Program Manager Renewable Energy at DTE Energy
Industry Oil & Energy
Experience
DTE Energy January 2013 - Present
KPMG September 2009 - December 2012
KPMG September 2007 - September 2009
Duff & Phelps 2005 - 2007
Skills
Capitalization, Depreciation, Client Service, Client Development, Client Relationship..., Data Analysis
Education
Michigan State University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Michigan-Dearborn 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
DTE Energy January 2013 - Present
KPMG September 2009 - December 2012
KPMG September 2007 - September 2009
Duff & Phelps 2005 - 2007
Skills
Capitalization, Depreciation, Client Service, Client Development, Client Relationship..., Data Analysis
Education
Michigan State University 2011 — 2013
Master of Business Administration (M.B.A.)
University of Michigan-Dearborn 1995 — 2000
Bachelor of Science (B.S.), Mechanical Engineering
Steve Shanker's Duff & Phelps Experience September 2001 - April 2013
Job PwC Deals Partner Central Region Valuation Leader
Industry Management Consulting
Experience
PwC September 1986 - Present
Duff & Phelps September 2001 - April 2013
PricewaterhouseCoopers July 1996 - August 2001
Stout Risius Ross (formerly Shanker & Stout) July 1991 - June 1996
PricewaterhouseCoopers September 1986 - June 1991
Skills
Business Valuation, Valuation, Bloomberg, Private Equity, Financial Modeling, Due Diligence, Mergers & Acquisitions, DCF, Financial Analysis, Corporate Finance, Investment Banking, Financial Reporting, Finance, M&A experience, Purchase Price..., Capital Markets, Equities, Hedge Funds, Venture Capital, Equity Valuation, Economics, Accounting, Investments, Asset Management, Litigation, Commercial Litigation
Education
Michigan State University 1983 — 1986
Michigan State University - The Eli Broad College of Business 1983 — 1986
ba/mba, accounting
East Lansing High School
PwC September 1986 - Present
Duff & Phelps September 2001 - April 2013
PricewaterhouseCoopers July 1996 - August 2001
Stout Risius Ross (formerly Shanker & Stout) July 1991 - June 1996
PricewaterhouseCoopers September 1986 - June 1991
Skills
Business Valuation, Valuation, Bloomberg, Private Equity, Financial Modeling, Due Diligence, Mergers & Acquisitions, DCF, Financial Analysis, Corporate Finance, Investment Banking, Financial Reporting, Finance, M&A experience, Purchase Price..., Capital Markets, Equities, Hedge Funds, Venture Capital, Equity Valuation, Economics, Accounting, Investments, Asset Management, Litigation, Commercial Litigation
Education
Michigan State University 1983 — 1986
Michigan State University - The Eli Broad College of Business 1983 — 1986
ba/mba, accounting
East Lansing High School
Peter Kimball's Duff & Phelps Experience July 2008 - October 2008
Job Associate at McKinsey & Company
Industry Mechanical or Industrial Engineering
Experience
McKinsey & Company August 2015 - Present
General Motors June 2014 - December 2014
Dell March 2009 - May 2013
Duff & Phelps July 2008 - October 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2013 — 2015
Master of Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS)
McKinsey & Company August 2015 - Present
General Motors June 2014 - December 2014
Dell March 2009 - May 2013
Duff & Phelps July 2008 - October 2008
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2013 — 2015
Master of Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (BS)
Jennifer Shulman's Duff & Phelps Experience July 2013 - Present
Job Managing Director at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps July 2013 - Present
NERA Economic Consulting April 2010 - June 2013
KPMG LLP 2004 - April 2010
Ernst & Young 2001 - 2004
Arizona State University 2000 - 2001
University of Michigan 1995 - 1999
Skills
Transfer Pricing, Tax, Management, Valuation, Due Diligence, International Tax, Business Valuation, Corporate Tax, Restructuring, Cross-border..., Mergers & Acquisitions, Financial Modeling
Education
University of Michigan 1992 — 2000
PhD
University of Michigan 1992 — 1995
M.A.
McGill University 1988 — 1992
B.A.
Duff & Phelps July 2013 - Present
NERA Economic Consulting April 2010 - June 2013
KPMG LLP 2004 - April 2010
Ernst & Young 2001 - 2004
Arizona State University 2000 - 2001
University of Michigan 1995 - 1999
Skills
Transfer Pricing, Tax, Management, Valuation, Due Diligence, International Tax, Business Valuation, Corporate Tax, Restructuring, Cross-border..., Mergers & Acquisitions, Financial Modeling
Education
University of Michigan 1992 — 2000
PhD
University of Michigan 1992 — 1995
M.A.
McGill University 1988 — 1992
B.A.
Gerry Creagh's Duff & Phelps Experience June 2005 - May 2010
Job Financial Advisory & Valuation Recruiting
Industry Financial Services
Experience
CVC Advisors LLC 2010 - Present
Duff & Phelps June 2005 - May 2010
Standard & Poors September 2001 - June 2005
PwC September 1984 - September 2001
Skills
Business Valuation, SEC reporting, Financial Modeling, Valuation, Due Diligence, SEC filings, Mergers & Acquisitions, Corporate Finance, Tax, Private Equity, Equity Valuation, Financial Analysis, Investment Banking, Finance, Portfolio Management, Management, Investments, Financial Reporting, Capital Markets, Restructuring, Venture Capital
Education
NYU Stern School of Business 2000 — 2002
MBA, Finance
Manhattan College 1981 — 1982
Masters of Science, Mechanical Engineering
CVC Advisors LLC 2010 - Present
Duff & Phelps June 2005 - May 2010
Standard & Poors September 2001 - June 2005
PwC September 1984 - September 2001
Skills
Business Valuation, SEC reporting, Financial Modeling, Valuation, Due Diligence, SEC filings, Mergers & Acquisitions, Corporate Finance, Tax, Private Equity, Equity Valuation, Financial Analysis, Investment Banking, Finance, Portfolio Management, Management, Investments, Financial Reporting, Capital Markets, Restructuring, Venture Capital
Education
NYU Stern School of Business 2000 — 2002
MBA, Finance
Manhattan College 1981 — 1982
Masters of Science, Mechanical Engineering
Jason Petuck's Duff & Phelps Experience September 1999 - February 2000
Job
Industry Real Estate
Experience
Lance Real Estate Services January 2008 - Present
SP Full Stack Commercial Capital June 2012 - July 2013
Morgan Stanley April 2002 - December 2007
UBS February 2000 - April 2002
Duff & Phelps September 1999 - February 2000
Deutsche Bank February 1996 - November 1998
Valuation Counselors Group Inc. November 1991 - June 1994
Cushman & Wakefield June 1989 - October 1991
CenTrust Mortgage December 1988 - May 1989
Skills
Credit, CMBS, Loans, Finance, Disposition, Mortgage Lending, Loan Origination, Asset Managment, Real Estate, Investment Properties, Underwriting, Real Estate Economics, Securitization, Commercial Real Estate, Real Estate Financing, Property, Mergers & Acquisitions, Asset Management, Dispositions
Education
New York University 1994 — 1995
MS, Real Estate Investment & Finance
Penn State University 1982 — 1986
BS, Recreation & Parks Management
Lance Real Estate Services January 2008 - Present
SP Full Stack Commercial Capital June 2012 - July 2013
Morgan Stanley April 2002 - December 2007
UBS February 2000 - April 2002
Duff & Phelps September 1999 - February 2000
Deutsche Bank February 1996 - November 1998
Valuation Counselors Group Inc. November 1991 - June 1994
Cushman & Wakefield June 1989 - October 1991
CenTrust Mortgage December 1988 - May 1989
Skills
Credit, CMBS, Loans, Finance, Disposition, Mortgage Lending, Loan Origination, Asset Managment, Real Estate, Investment Properties, Underwriting, Real Estate Economics, Securitization, Commercial Real Estate, Real Estate Financing, Property, Mergers & Acquisitions, Asset Management, Dispositions
Education
New York University 1994 — 1995
MS, Real Estate Investment & Finance
Penn State University 1982 — 1986
BS, Recreation & Parks Management
Steven Sprenger, CFA's Duff & Phelps Experience 1996 - 2008
Job Director, Financial Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey 2009 - Present
Duff & Phelps 1996 - 2008
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
Price Waterhouse 1996 - 1998
Skills
Financial Reporting, Mergers & Acquisitions, Auditing, Accounting, Financial Services, Tax, Valuation, Investment Banking, Management Consulting, Mergers, Due Diligence, Financial Modeling, Private Equity, Business Valuation, Corporate Finance, Financial Analysis
Education
Northern Illinois University 1993 — 1996
B.S. Finance, Fields of Study: Finance, Accounting, Economics
Wauconda High School
McGladrey 2009 - Present
Duff & Phelps 1996 - 2008
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers 1999 - 2001
Price Waterhouse 1996 - 1998
Skills
Financial Reporting, Mergers & Acquisitions, Auditing, Accounting, Financial Services, Tax, Valuation, Investment Banking, Management Consulting, Mergers, Due Diligence, Financial Modeling, Private Equity, Business Valuation, Corporate Finance, Financial Analysis
Education
Northern Illinois University 1993 — 1996
B.S. Finance, Fields of Study: Finance, Accounting, Economics
Wauconda High School
Cheryl Geib, CCTE, GTP,GLP's Duff & Phelps Experience March 1997 - May 2000
Job Travel Success Manager, Senior
Industry Management Consulting
Experience
Concur Technologies April 2011 - Present
Grant Thornton LLP June 2000 - December 2010
Duff & Phelps March 1997 - May 2000
Lions Clubs International March 1993 - March 1997
Key Club Travel September 1986 - March 1993
Skills
Contract Negotiation, Account Management, Business Travel, Salesforce.com, Travel Management, Strategy, New Business Development, Management, Leadership, Business Development, Procurement, Customer Service, Sabre, Strategic Planning, Strategic Partnerships, Hotels, Hospitality, Sales, Budgets, Strategic Sourcing, Business Strategy, Airlines, Negotiation, Lead Generation, Online Travel, Event Management, Fundraising, E-commerce, Project Planning, Marketing, Marketing Strategy, Project Management, Online Marketing, Tourism, Key Account Management, Program Management, Sales Management, Trade Shows, Incentives, Meeting Planning, CRM, Customer Satisfaction, Solution Selling, Time Management, Competitive Analysis, B2B, SaaS, Expense Management, Sales Presentations, Direct Sales
Education
Northern Illinois University 1973 — 1976
English
Concur Technologies April 2011 - Present
Grant Thornton LLP June 2000 - December 2010
Duff & Phelps March 1997 - May 2000
Lions Clubs International March 1993 - March 1997
Key Club Travel September 1986 - March 1993
Skills
Contract Negotiation, Account Management, Business Travel, Salesforce.com, Travel Management, Strategy, New Business Development, Management, Leadership, Business Development, Procurement, Customer Service, Sabre, Strategic Planning, Strategic Partnerships, Hotels, Hospitality, Sales, Budgets, Strategic Sourcing, Business Strategy, Airlines, Negotiation, Lead Generation, Online Travel, Event Management, Fundraising, E-commerce, Project Planning, Marketing, Marketing Strategy, Project Management, Online Marketing, Tourism, Key Account Management, Program Management, Sales Management, Trade Shows, Incentives, Meeting Planning, CRM, Customer Satisfaction, Solution Selling, Time Management, Competitive Analysis, B2B, SaaS, Expense Management, Sales Presentations, Direct Sales
Education
Northern Illinois University 1973 — 1976
English
Fatima O. Hasan's Duff & Phelps Experience July 2008 - April 2011
Job Vice President at Citigroup Global Government Affairs
Industry Banking
Experience
Citi August 2015 - Present
Citigroup April 2011 - August 2015
Duff & Phelps July 2008 - April 2011
Skills
Valuation, Financial Modeling, Alternative Investments, Asset Managment, Mergers & Acquisitions, Asset Management, Emerging Markets, Risk Management, Financial Markets, Banking, Economics, Venture Capital, Financial Services, Data Analysis, Credit, Business Strategy, Bloomberg Terminal, Management Consulting, Strategy, Securities, Strategic Financial..., Credit Analysis, Financial Risk, Business Analysis, Financial Planning
Education
Michigan State University 2004 — 2008
Finance & International Business
John Cabot University 2007 — 2007
International Economics
Citi August 2015 - Present
Citigroup April 2011 - August 2015
Duff & Phelps July 2008 - April 2011
Skills
Valuation, Financial Modeling, Alternative Investments, Asset Managment, Mergers & Acquisitions, Asset Management, Emerging Markets, Risk Management, Financial Markets, Banking, Economics, Venture Capital, Financial Services, Data Analysis, Credit, Business Strategy, Bloomberg Terminal, Management Consulting, Strategy, Securities, Strategic Financial..., Credit Analysis, Financial Risk, Business Analysis, Financial Planning
Education
Michigan State University 2004 — 2008
Finance & International Business
John Cabot University 2007 — 2007
International Economics
Jeff Gibel's Duff & Phelps Experience September 2007 - January 2011
Job Director of Acquisitions at River Rock Capital Partners
Industry Real Estate
Experience
R2 Residential April 2015 - Present
River Rock Capital Partners December 2014 - Present
BDO Consulting - Real Estate - Valuation & Business Analytics November 2010 - November 2014
Duff & Phelps September 2007 - January 2011
Sovereign Capital Inc June 2006 - September 2007
Capital Home Mortgage January 2005 - May 2006
Capital Home Mortgage May 2003 - January 2005
Marcus & Millichap, Real Estate Investment Brokerage Company July 2000 - April 2003
Skills
Valuation, Purchase Price..., Real Estate Investment, Appraisals, Investment Properties, Due Diligence, Loans, Financial Analysis, Real Estate Transactions, Business Valuation, Underwriting, Market Analysis, Private Equity, Financial Modeling, DCF, Management, Investments, Real Estate, Acquisitions
Education
Miami University 1996 — 2000
Business, Finance
Miami University
Finance International Studies
Mount Tabor
Mount Tabor
R2 Residential April 2015 - Present
River Rock Capital Partners December 2014 - Present
BDO Consulting - Real Estate - Valuation & Business Analytics November 2010 - November 2014
Duff & Phelps September 2007 - January 2011
Sovereign Capital Inc June 2006 - September 2007
Capital Home Mortgage January 2005 - May 2006
Capital Home Mortgage May 2003 - January 2005
Marcus & Millichap, Real Estate Investment Brokerage Company July 2000 - April 2003
Skills
Valuation, Purchase Price..., Real Estate Investment, Appraisals, Investment Properties, Due Diligence, Loans, Financial Analysis, Real Estate Transactions, Business Valuation, Underwriting, Market Analysis, Private Equity, Financial Modeling, DCF, Management, Investments, Real Estate, Acquisitions
Education
Miami University 1996 — 2000
Business, Finance
Miami University
Finance International Studies
Mount Tabor
Mount Tabor
Jean Sanders's Duff & Phelps Experience 1996 - 2000
Job Reference and Adult Services Supervisor
Industry Libraries
Experience
Grand Rapids Public Library 2010 - Present
Grand Rapids Public Libary 2009 - 2010
Willis Stein & Partners 2001 - 2007
Duff & Phelps 1996 - 2000
Education
Michigan State University
BA, International Relations
University of Michigan - School of Information
M.I.L.S
Grand Rapids Public Library 2010 - Present
Grand Rapids Public Libary 2009 - 2010
Willis Stein & Partners 2001 - 2007
Duff & Phelps 1996 - 2000
Education
Michigan State University
BA, International Relations
University of Michigan - School of Information
M.I.L.S
Ryan Helmer's Duff & Phelps Experience September 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - August 2014
Hewlett-Packard July 2010 - June 2012
Karmanos Cancer Institute May 2009 - August 2009
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Purchase Price..., Impairment Testing, Finance, Business Development, Business Process..., Fixed Assets, Key Performance..., Capital IQ, Microsoft Office, SAP
Education
Miami University 2006 — 2010
Bachelor of Science, Finance
Brother Rice High School 2002 — 2006
Duff & Phelps September 2014 - Present
Duff & Phelps July 2012 - August 2014
Hewlett-Packard July 2010 - June 2012
Karmanos Cancer Institute May 2009 - August 2009
Skills
Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Financial Reporting, Purchase Price..., Impairment Testing, Finance, Business Development, Business Process..., Fixed Assets, Key Performance..., Capital IQ, Microsoft Office, SAP
Education
Miami University 2006 — 2010
Bachelor of Science, Finance
Brother Rice High School 2002 — 2006
James McClowry's Duff & Phelps Experience April 2012 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2012 - Present
Skills
Management, Negotiation, Project Management, Process Improvement, Strategic Planning
Education
Michigan State University - The Eli Broad Graduate School of Management 1999 — 2003
Bachelor of Arts (B.A.), Logistics, Materials, and Supply Chain Management
Duff & Phelps April 2012 - Present
Skills
Management, Negotiation, Project Management, Process Improvement, Strategic Planning
Education
Michigan State University - The Eli Broad Graduate School of Management 1999 — 2003
Bachelor of Arts (B.A.), Logistics, Materials, and Supply Chain Management
Matt Beintum's Duff & Phelps Experience May 2008 - February 2011
Job Director Unclaimed Property at Lender Processing Services, Inc. (LPS)
Industry Financial Services
Experience
Lender Processing Services, Inc. (LPS) December 2012 - January 2014
PricewaterhouseCoopers February 2011 - November 2012
Duff & Phelps May 2008 - February 2011
PricewaterhouseCoopers February 2005 - May 2008
BDO USA, LLP October 2001 - February 2005
Education
Northern Illinois University 1997 — 2001
BS, Accountancy
Lender Processing Services, Inc. (LPS) December 2012 - January 2014
PricewaterhouseCoopers February 2011 - November 2012
Duff & Phelps May 2008 - February 2011
PricewaterhouseCoopers February 2005 - May 2008
BDO USA, LLP October 2001 - February 2005
Education
Northern Illinois University 1997 — 2001
BS, Accountancy
Matthew Ochterbeck's Duff & Phelps Experience October 2014 - Present
Job Director, Sales and Use Tax at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2014 - Present
Ryan July 2004 - October 2014
Deloitte 2001 - 2004
Missouri Department of Revenue 1999 - 2000
Skills
Tax Law, Sales Tax, Tax, Use Tax, Tax Research, Tax Accounting, Indirect Taxation, US Tax, Property Tax, Tax Advisory, Corporate Tax, Sales & Use Tax, Tax Returns, Accounting, Auditing
Education
Missouri State University 1987 — 1991
BS, Business
Duff & Phelps October 2014 - Present
Ryan July 2004 - October 2014
Deloitte 2001 - 2004
Missouri Department of Revenue 1999 - 2000
Skills
Tax Law, Sales Tax, Tax, Use Tax, Tax Research, Tax Accounting, Indirect Taxation, US Tax, Property Tax, Tax Advisory, Corporate Tax, Sales & Use Tax, Tax Returns, Accounting, Auditing
Education
Missouri State University 1987 — 1991
BS, Business
Bryan Van Uden's Duff & Phelps Experience April 2015 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2015 - Present
IPFC Corp June 2008 - April 2015
CRA International 2004 - 2008
Ernst & Young 2002 - 2004
Skills
Valuation, Business Valuation, Due Diligence, Financial Analysis, Financial Modeling, Mergers, Intellectual Property, Private Equity, Forensic Accounting, Venture Capital, Finance
Education
University of Mississippi 1996 — 1997
Master of Business Administration (MBA)
Louisiana State University 1991 — 1995
Bachelor of Applied Science (BASc), Strategic Management
Duff & Phelps April 2015 - Present
IPFC Corp June 2008 - April 2015
CRA International 2004 - 2008
Ernst & Young 2002 - 2004
Skills
Valuation, Business Valuation, Due Diligence, Financial Analysis, Financial Modeling, Mergers, Intellectual Property, Private Equity, Forensic Accounting, Venture Capital, Finance
Education
University of Mississippi 1996 — 1997
Master of Business Administration (MBA)
Louisiana State University 1991 — 1995
Bachelor of Applied Science (BASc), Strategic Management
Andy Apple's Duff & Phelps Experience June 2011 - August 2011
Job Middle Market Technology Banking at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. July 2013 - July 2015
New York University September 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Duff & Phelps June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - August 2011
Kirkland & Ellis LLP June 2008 - September 2008
Skills
Research, Economics, PowerPoint, Excel, Student Recruitment, Microsoft Excel, Public Speaking, Student Recruiting, Finance, Bloomberg Terminal, Management, Financial Modeling, Social Networking, Social Media, Microsoft Word
Education
New York University 2009 — 2013
Bachelor of Science (BS), Economics
Ramaz Upper School 2005 — 2009
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. July 2013 - July 2015
New York University September 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Duff & Phelps June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - August 2011
Kirkland & Ellis LLP June 2008 - September 2008
Skills
Research, Economics, PowerPoint, Excel, Student Recruitment, Microsoft Excel, Public Speaking, Student Recruiting, Finance, Bloomberg Terminal, Management, Financial Modeling, Social Networking, Social Media, Microsoft Word
Education
New York University 2009 — 2013
Bachelor of Science (BS), Economics
Ramaz Upper School 2005 — 2009
Alex Schroeder's Duff & Phelps Experience 2005 - 2006
Job Vice President at Quarton Partners LLC
Industry Investment Banking
Experience
Quarton Partners LLC April 2010 - Present
W.Y. Campbell & Company 2006 - 2010
Duff & Phelps 2005 - 2006
Skills
M&A Advisory Services, Capital Raising, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers & Acquisitions, DCF, M&A experience, Equity Valuation, Leveraged Finance, Corporate Development, Divestitures, Investment Banking, Due Diligence, Finance, Financial Analysis
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA)
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance
Quarton Partners LLC April 2010 - Present
W.Y. Campbell & Company 2006 - 2010
Duff & Phelps 2005 - 2006
Skills
M&A Advisory Services, Capital Raising, Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Mergers & Acquisitions, DCF, M&A experience, Equity Valuation, Leveraged Finance, Corporate Development, Divestitures, Investment Banking, Due Diligence, Finance, Financial Analysis
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA)
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance
Adam Weiss's Duff & Phelps Experience June 2011 - August 2012
Job Investment Banking
Industry Banking
Experience
Cascadia Capital 2014 - Present
Santander Consumer USA August 2013 - March 2014
Duff & Phelps June 2011 - August 2012
Bank of America June 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, ThomsonOne, Distressed M&A, Private Placements, Mergers, Mergers & Acquisitions, Financial Risk, Financial Modeling
Education
Lehigh University 2004 — 2008
Bachelor of Science, Finance
Lehigh University 2004 — 2008
Bachelor of Arts, International Relations
Cascadia Capital 2014 - Present
Santander Consumer USA August 2013 - March 2014
Duff & Phelps June 2011 - August 2012
Bank of America June 2009 - June 2011
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, ThomsonOne, Distressed M&A, Private Placements, Mergers, Mergers & Acquisitions, Financial Risk, Financial Modeling
Education
Lehigh University 2004 — 2008
Bachelor of Science, Finance
Lehigh University 2004 — 2008
Bachelor of Arts, International Relations
Adam Zeldin, CPA, CA's Duff & Phelps Experience March 2014 - June 2015
Job Associate at KSV Advisory Inc.
Industry Financial Services
Experience
KSV Advisory July 2015 - Present
Duff & Phelps March 2014 - June 2015
Teranet Inc. May 2013 - February 2014
EY September 2009 - May 2013
Skills
Financial Analysis, Financial Reporting, IFRS, Tax, Accounting, US GAAP, Internal Controls, Corporate Finance, Financial Statements, Financial Modeling, Analysis, Management, Financial Accounting
Education
McGill University 2005 — 2009
BComm, Accounting
Crescent School 2001 — 2005
Institute of Chartered Accountants of Ontario
Chartered Accountant
KSV Advisory July 2015 - Present
Duff & Phelps March 2014 - June 2015
Teranet Inc. May 2013 - February 2014
EY September 2009 - May 2013
Skills
Financial Analysis, Financial Reporting, IFRS, Tax, Accounting, US GAAP, Internal Controls, Corporate Finance, Financial Statements, Financial Modeling, Analysis, Management, Financial Accounting
Education
McGill University 2005 — 2009
BComm, Accounting
Crescent School 2001 — 2005
Institute of Chartered Accountants of Ontario
Chartered Accountant
Bretton Pope's Duff & Phelps Experience January 2012 - August 2012
Job Valuation & Business Modeling
Industry Financial Services
Experience
EY January 2013 - Present
Duff & Phelps January 2012 - August 2012
Citi July 2009 - January 2012
BMO Capital Markets June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, GAAP, Forecasting, Process Improvement, Budgets, Corporate Finance, Bloomberg, Strategic Financial...
Education
Lehigh University - College of Business and Economics 2008 — 2009
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance and Accounting
EY January 2013 - Present
Duff & Phelps January 2012 - August 2012
Citi July 2009 - January 2012
BMO Capital Markets June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Accounting, GAAP, Forecasting, Process Improvement, Budgets, Corporate Finance, Bloomberg, Strategic Financial...
Education
Lehigh University - College of Business and Economics 2008 — 2009
M.S., Accounting and Information Analysis
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Finance and Accounting
Michael Minarzick's Duff & Phelps Experience 2013 - 2013
Job Microsoft Certified Database Administrator
Industry Investment Banking
Experience
Slalom Consulting 2013 - Present
Duff & Phelps 2013 - 2013
Nexa Technologies December 2005 - October 2012
Penson Financial Services August 2001 - December 2005
Skills
Microsoft SQL Server, Database Administration, SDLC, Databases, Agile Methodologies, SQL, SSIS, T-SQL
Education
Microsoft Learning 2014 — 2014
Microsoft SQL Server 2012 Certification
McGill University 1995 — 1998
Bachelor of Science (B.Sc.), Microbiology and Immunology
Slalom Consulting 2013 - Present
Duff & Phelps 2013 - 2013
Nexa Technologies December 2005 - October 2012
Penson Financial Services August 2001 - December 2005
Skills
Microsoft SQL Server, Database Administration, SDLC, Databases, Agile Methodologies, SQL, SSIS, T-SQL
Education
Microsoft Learning 2014 — 2014
Microsoft SQL Server 2012 Certification
McGill University 1995 — 1998
Bachelor of Science (B.Sc.), Microbiology and Immunology
David Juneau's Duff & Phelps Experience March 2014 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2014 - Present
Duff & Phelps March 2013 - Present
Duff & Phelps March 2011 - March 2013
Duff & Phelps August 2009 - March 2011
Education
Louisiana State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
St. John's International School 2003 — 2005
Catholic High School 2000 — 2003
Duff & Phelps March 2014 - Present
Duff & Phelps March 2013 - Present
Duff & Phelps March 2011 - March 2013
Duff & Phelps August 2009 - March 2011
Education
Louisiana State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance
St. John's International School 2003 — 2005
Catholic High School 2000 — 2003
Noreen Frost's Duff & Phelps Experience 1994 - 1996
Job Partner at WMS Partners
Industry Investment Management
Experience
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School
WMS Partners 2009 - Present
Morgan Stanley 2003 - 2009
Deutsche Bank Alex Brown 2000 - 2003
Institutional Portfolio Management February 1996 - December 1999
Duff & Phelps 1994 - 1996
Alex Brown and Sons 1983 - 1993
Education
Loyola University Maryland
MBA, Finance
The George Washington University
M.A.
The Johns Hopkins University
B.A.
Maryvale Preparatory School
Charles Walder's Duff & Phelps Experience January 2012 - May 2013
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International January 2015 - Present
Lincoln International June 2013 - December 2014
Duff & Phelps January 2012 - May 2013
Duff & Phelps January 2010 - December 2011
Invocas Group August 2006 - December 2009
Worldmark Corporation Limited October 2005 - July 2006
Curvalue Financial Services Group January 2005 - September 2005
Education
Institute of Chartered Accountants of Scotland 2006 — 2009
Chartered Accountant
Northumbria University 2000 — 2004
Bachelor of Arts (BA) (Hons), Business Studies, 2:1
Lincoln International January 2015 - Present
Lincoln International June 2013 - December 2014
Duff & Phelps January 2012 - May 2013
Duff & Phelps January 2010 - December 2011
Invocas Group August 2006 - December 2009
Worldmark Corporation Limited October 2005 - July 2006
Curvalue Financial Services Group January 2005 - September 2005
Education
Institute of Chartered Accountants of Scotland 2006 — 2009
Chartered Accountant
Northumbria University 2000 — 2004
Bachelor of Arts (BA) (Hons), Business Studies, 2:1
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