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
Doug Rasmussen Doug Rasmussen's Duff & Phelps Experience February 2015 - Present
Job 1) Senior Associate; Duff & Phelps, LLC 2) Founder; Mighty City Music Mgmt. 3) Director Bus. Development; LUME Institute
Industry Financial Services
Experience
LUME Institute February 2015 - Present
Duff & Phelps February 2015 - Present
Mighty City Music Management November 2013 - Present
St. Louis Economic Development Partnership August 2009 - February 2015
Green Street St. Louis February 2008 - August 2009
St. Louis Regional Chamber November 2005 - February 2008
St. Louis County Economic Council August 2002 - November 2005
St. Louis County Economic Council May 2001 - August 2002
Saint Louis University August 1999 - May 2001
American Backhaulers and Consolidated Freightways December 1995 - April 1999
Skills
Economic Development, Public Speaking, Real Estate, Non-profits, Economics, Community Development, Event Planning, Strategic Planning, Fundraising, Public Relations, Government, Business Development, Real Estate Development, New Business Development, Budgets, Marketing, Community Outreach, Negotiation, Research, Project Management, Social Media, Project Planning, Entrepreneurship, Media Relations, Start-ups, Strategic Communications, Proposal Writing, Public Policy, Program Management, Investments, Location Intelligence, Leadership Development, Disposition, Nonprofits, Grant Writing, Policy, Redevelopment, Leadership, Entitlements, Management, Grants, Financial Analysis, Urban Planning, Program Development, Organizational..., Commercial Real Estate, Land Use Planning, Recruiting, Policy Analysis, Coaching
Education
Saint Louis University 1999 — 2001
M.A., Urban Affairs
University of Wisconsin-Madison 1991 — 1995
B.S., Political Science, Environmental Studies
LUME Institute February 2015 - Present
Duff & Phelps February 2015 - Present
Mighty City Music Management November 2013 - Present
St. Louis Economic Development Partnership August 2009 - February 2015
Green Street St. Louis February 2008 - August 2009
St. Louis Regional Chamber November 2005 - February 2008
St. Louis County Economic Council August 2002 - November 2005
St. Louis County Economic Council May 2001 - August 2002
Saint Louis University August 1999 - May 2001
American Backhaulers and Consolidated Freightways December 1995 - April 1999
Skills
Economic Development, Public Speaking, Real Estate, Non-profits, Economics, Community Development, Event Planning, Strategic Planning, Fundraising, Public Relations, Government, Business Development, Real Estate Development, New Business Development, Budgets, Marketing, Community Outreach, Negotiation, Research, Project Management, Social Media, Project Planning, Entrepreneurship, Media Relations, Start-ups, Strategic Communications, Proposal Writing, Public Policy, Program Management, Investments, Location Intelligence, Leadership Development, Disposition, Nonprofits, Grant Writing, Policy, Redevelopment, Leadership, Entitlements, Management, Grants, Financial Analysis, Urban Planning, Program Development, Organizational..., Commercial Real Estate, Land Use Planning, Recruiting, Policy Analysis, Coaching
Education
Saint Louis University 1999 — 2001
M.A., Urban Affairs
University of Wisconsin-Madison 1991 — 1995
B.S., Political Science, Environmental Studies
Xiaolin (Tina) Wang Xiaolin (Tina) Wang's Duff & Phelps Experience September 2011 - August 2014
Job Analytics / Statistics Professional
Industry Information Technology and Services
Experience
Machine Zone, Inc. August 2014 - Present
Duff & Phelps September 2011 - August 2014
eBay June 2011 - August 2011
Skills
R, Data Analysis, VBA, Finance, SAS, Quantitative Analytics, Econometrics, Financial Modeling, Valuation, Financial Analysis, SQL, Due Diligence, Investments, Corporate Finance, Business Valuation, Equities, Python, Tableau
Education
University of Washington, Michael G. Foster School of Business 2008 — 2011
Ph.D. Candidate, Finance
Texas Tech University 2006 — 2008
Master, Economics
Texas Tech University 2006 — 2008
Master, Mathematics
Renmin University of China 2002 — 2006
Bachelor, Financial Engineering
middle school
middle school
middle school
Machine Zone, Inc. August 2014 - Present
Duff & Phelps September 2011 - August 2014
eBay June 2011 - August 2011
Skills
R, Data Analysis, VBA, Finance, SAS, Quantitative Analytics, Econometrics, Financial Modeling, Valuation, Financial Analysis, SQL, Due Diligence, Investments, Corporate Finance, Business Valuation, Equities, Python, Tableau
Education
University of Washington, Michael G. Foster School of Business 2008 — 2011
Ph.D. Candidate, Finance
Texas Tech University 2006 — 2008
Master, Economics
Texas Tech University 2006 — 2008
Master, Mathematics
Renmin University of China 2002 — 2006
Bachelor, Financial Engineering
middle school
middle school
middle school
Brian Zietsman Brian Zietsman's Duff & Phelps Experience June 2011 - April 2012
Job President & CFO at Enteris BioPharma, Inc.
Industry Pharmaceuticals
Experience
Enteris BioPharma, Inc. July 2013 - Present
Unigene Laboratories, Inc. April 2012 - June 2013
Duff & Phelps June 2011 - April 2012
Enzon Pharmaceuticals November 2005 - April 2011
Reliant Pharmaceuticals, Inc. May 2001 - October 2005
Deloitte June 1994 - April 2001
Skills
Consolidated Financial..., Financial Systems, M&A experience, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Reporting, Auditing, Revenue Recognition, Mergers & Acquisitions, Management, Accounting, Accounts Receivable, Cash Flow, Leadership, Budgets, Finance, Analysis, Financial Statements, Strategy, Restructuring, CPA, Tax, ERP, US GAAP, Due Diligence, Divestitures, Forecasting, Valuation, Consolidation
Education
Rhodes University 1982 — 1989
Enteris BioPharma, Inc. July 2013 - Present
Unigene Laboratories, Inc. April 2012 - June 2013
Duff & Phelps June 2011 - April 2012
Enzon Pharmaceuticals November 2005 - April 2011
Reliant Pharmaceuticals, Inc. May 2001 - October 2005
Deloitte June 1994 - April 2001
Skills
Consolidated Financial..., Financial Systems, M&A experience, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Reporting, Auditing, Revenue Recognition, Mergers & Acquisitions, Management, Accounting, Accounts Receivable, Cash Flow, Leadership, Budgets, Finance, Analysis, Financial Statements, Strategy, Restructuring, CPA, Tax, ERP, US GAAP, Due Diligence, Divestitures, Forecasting, Valuation, Consolidation
Education
Rhodes University 1982 — 1989
Chance Hinton Chance Hinton's Duff & Phelps Experience October 2006 - January 2009
Job Director, US Indirect Tax
Industry Accounting
Experience
NCR Corporation August 2013 - Present
American Tower January 2009 - August 2013
Duff & Phelps October 2006 - January 2009
CBIZ October 2004 - October 2006
2003 -2004 Cox Communications, Inc October 2003 - October 2004
SunTrust Bank 2000 - 2003
Skills
State & Local Tax, Operating Tax, Property Tax Compliance..., Sales Tax Compliance &..., Unclaimed Property, Incentives, Fixed Asset Valuation, Property Tax, Fixed Assets, Sales Tax, Tax Compliance, Audit, Valuation, Personal Property, Use Tax, Transaction, Process Improvement, Auditing, Outsourcing, Process, Project Management, Tax Accounting, State Tax, Account Reconciliation, Property
Education
Oglethorpe University
BBA, Accounting
NCR Corporation August 2013 - Present
American Tower January 2009 - August 2013
Duff & Phelps October 2006 - January 2009
CBIZ October 2004 - October 2006
2003 -2004 Cox Communications, Inc October 2003 - October 2004
SunTrust Bank 2000 - 2003
Skills
State & Local Tax, Operating Tax, Property Tax Compliance..., Sales Tax Compliance &..., Unclaimed Property, Incentives, Fixed Asset Valuation, Property Tax, Fixed Assets, Sales Tax, Tax Compliance, Audit, Valuation, Personal Property, Use Tax, Transaction, Process Improvement, Auditing, Outsourcing, Process, Project Management, Tax Accounting, State Tax, Account Reconciliation, Property
Education
Oglethorpe University
BBA, Accounting
Patrick Keenan's Duff & Phelps Experience November 2001 - June 2003
Job Principal at Westfall Capital, LLC
Industry Investment Management
Experience
Westfall Capital LLC August 2013 - Present
Supera Asset Management, Inc. October 2008 - July 2013
V3 Realty Company, LLC July 2003 - August 2008
Duff & Phelps November 2001 - June 2003
Jupiter Realty Company, LLC July 1994 - June 2001
Skills
Real Estate Private..., Real Estate Transactions, Real Estate Financing, Valuation, Portfolio Management, Investment Management, Strategic Planning, Restructuring, Acquisitions, Joint Ventures, Structured Finance, Financial Structuring, Business Planning, Investor Relations, Negotiation, Transaction Management, Investments, Alternative Investments, Investment Strategies, Finance, Investment Properties, Commercial Real Estate, Financial Advisory, Venture Capital, Mutual Funds, Asset Management, Real Estate Development, Disposition, Mezzanine, Investment Banking, Due Diligence, Financial Modeling, Real Estate Economics, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Entrepreneurship, Real Estate
Wittenberg University 1987 — 1991
Bachelor's Degree
Westfall Capital LLC August 2013 - Present
Supera Asset Management, Inc. October 2008 - July 2013
V3 Realty Company, LLC July 2003 - August 2008
Duff & Phelps November 2001 - June 2003
Jupiter Realty Company, LLC July 1994 - June 2001
Skills
Real Estate Private..., Real Estate Transactions, Real Estate Financing, Valuation, Portfolio Management, Investment Management, Strategic Planning, Restructuring, Acquisitions, Joint Ventures, Structured Finance, Financial Structuring, Business Planning, Investor Relations, Negotiation, Transaction Management, Investments, Alternative Investments, Investment Strategies, Finance, Investment Properties, Commercial Real Estate, Financial Advisory, Venture Capital, Mutual Funds, Asset Management, Real Estate Development, Disposition, Mezzanine, Investment Banking, Due Diligence, Financial Modeling, Real Estate Economics, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA, Finance, Entrepreneurship, Real Estate
Wittenberg University 1987 — 1991
Bachelor's Degree
Aman Parikh Aman Parikh's Duff & Phelps Experience June 2015 - Present
Job Transfer Pricing Intern at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2015 - Present
Northwestern Student Holdings January 2015 - Present
Northwestern Student Holdings April 2014 - January 2015
Data Analytics Tools and Applications September 2014 - December 2014
Diarough NV July 2014 - July 2014
ABN AMRO Bank N.V. July 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Teamwork, Photoshop, Market Research, Event Management, Microsoft Word, Research, Event Planning, English, Matlab
Education
Northwestern University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering and Economics
Antwerp International School 1999 — 2013
Duff & Phelps June 2015 - Present
Northwestern Student Holdings January 2015 - Present
Northwestern Student Holdings April 2014 - January 2015
Data Analytics Tools and Applications September 2014 - December 2014
Diarough NV July 2014 - July 2014
ABN AMRO Bank N.V. July 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Teamwork, Photoshop, Market Research, Event Management, Microsoft Word, Research, Event Planning, English, Matlab
Education
Northwestern University 2013 — 2017
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering and Economics
Antwerp International School 1999 — 2013
Lesya Kuzmyk Lesya Kuzmyk's Duff & Phelps Experience July 2013 - July 2014
Job Investment Banking Analyst at Waller Capital Partners
Industry Financial Services
Experience
Waller Capital Partners July 2014 - Present
Duff & Phelps July 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Anvil Advisors December 2011 - April 2012
AXA Financial June 2011 - August 2011
Skills
Bloomberg Terminal, Valuation, Teamwork, Research, Public Speaking, Financial Advisory, Financial Modeling, Microsoft Word, Securities, Corporate Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Capital IQ, PowerPoint, Investment Banking, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor's Degree, Finance
Universidad de Salamanca 2010 — 2010
Cursos Internacionales, Spanish Language and Literature
EBHS
Waller Capital Partners July 2014 - Present
Duff & Phelps July 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Anvil Advisors December 2011 - April 2012
AXA Financial June 2011 - August 2011
Skills
Bloomberg Terminal, Valuation, Teamwork, Research, Public Speaking, Financial Advisory, Financial Modeling, Microsoft Word, Securities, Corporate Finance, Microsoft Excel, Financial Analysis, Microsoft Office, Capital IQ, PowerPoint, Investment Banking, Bloomberg
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor's Degree, Finance
Universidad de Salamanca 2010 — 2010
Cursos Internacionales, Spanish Language and Literature
EBHS
Jesse Pierson Jesse Pierson's Duff & Phelps Experience April 2014 - February 2015
Job Web Developer
Industry Computer Software
Experience
DuKat LLC May 2015 - Present
Duff & Phelps April 2014 - February 2015
New York Jets April 2013 - February 2014
New York Jets April 2012 - April 2013
Skills
C#, JavaScript, HTML, CSS, SQL, Windows, Linux, Microsoft Office, jQuery, Visual Studio, ASP.NET MVC, Entity Framework, LINQ, Microsoft SQL Server, C, MySQL, UML, MS Reporting Services, Bootstrap
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Computer Science
DuKat LLC May 2015 - Present
Duff & Phelps April 2014 - February 2015
New York Jets April 2013 - February 2014
New York Jets April 2012 - April 2013
Skills
C#, JavaScript, HTML, CSS, SQL, Windows, Linux, Microsoft Office, jQuery, Visual Studio, ASP.NET MVC, Entity Framework, LINQ, Microsoft SQL Server, C, MySQL, UML, MS Reporting Services, Bootstrap
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Computer Science
Jourdan Higgins Jourdan Higgins's Duff & Phelps Experience July 2013 - July 2014
Job Analyst at Nomura
Industry Investment Banking
Experience
Nomura July 2014 - Present
Duff & Phelps July 2013 - July 2014
Vanguard June 2012 - August 2012
ANN INC. May 2011 - May 2012
Skills
Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital IQ, DCF Valuation, Capital Markets, Financial Statement..., Equity Research, ThomsonOne, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (BS)
Nomura July 2014 - Present
Duff & Phelps July 2013 - July 2014
Vanguard June 2012 - August 2012
ANN INC. May 2011 - May 2012
Skills
Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital IQ, DCF Valuation, Capital Markets, Financial Statement..., Equity Research, ThomsonOne, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science (BS)
Nicholas Clemens Nicholas Clemens's Duff & Phelps Experience June 2009 - Present
Job
Industry Investment Banking
Experience
Duff & Phelps June 2009 - Present
Harbert Management Corporation June 2008 - August 2008
Guggenheim Real Estate March 2008 - May 2008
Duff & Phelps July 2004 - July 2007
ABN AMRO 2002 - 2004
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Debt, Strategy, Financial Analysis, Capital Raising, Mergers & Acquisitions, Private Placements, Portfolio Management, Financial Modeling, Corporate Law, Executive Management, Corporate Finance, Valuation, Financial Advisory, Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Purdue University 1997 — 2001
BS
Gilmour
Duff & Phelps June 2009 - Present
Harbert Management Corporation June 2008 - August 2008
Guggenheim Real Estate March 2008 - May 2008
Duff & Phelps July 2004 - July 2007
ABN AMRO 2002 - 2004
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Debt, Strategy, Financial Analysis, Capital Raising, Mergers & Acquisitions, Private Placements, Portfolio Management, Financial Modeling, Corporate Law, Executive Management, Corporate Finance, Valuation, Financial Advisory, Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Purdue University 1997 — 2001
BS
Gilmour
Tony Navarra's Duff & Phelps Experience December 2010 - Present
Job Vice President, Legal Management Consulting at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps December 2010 - Present
Skills
Investment Banking, Project Management
Education
Purdue University 1976 — 1980
Industrial Mgmt and Computer Science
Duff & Phelps December 2010 - Present
Skills
Investment Banking, Project Management
Education
Purdue University 1976 — 1980
Industrial Mgmt and Computer Science
Nicholas Ahn's Duff & Phelps Experience July 2015 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Guyette Leadership Fellows January 2014 - Present
Litman Gregory September 2014 - December 2014
AssetMark June 2014 - August 2014
Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society
Valley Christian High School 2007 — 2011
Duff & Phelps July 2015 - Present
Guyette Leadership Fellows January 2014 - Present
Litman Gregory September 2014 - December 2014
AssetMark June 2014 - August 2014
Skills
Time Management, Teamwork, Social Media, Public Speaking, Data Analysis, PowerPoint, Market Research, Photoshop, Access, Outlook, Spanish, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Event Planning, Leadership, Marketing
Education
Saint Mary's College of California 2012 — 2015
Bachelor of Science (B.S.), Economics, Minor in Accounting, Omnicron Delta Epsilon - National Economics Honor Society
Valley Christian High School 2007 — 2011
Alex Gregor Alex Gregor's Duff & Phelps Experience 2000 - 2001
Job Founder at Knox Capital Holdings
Industry Venture Capital & Private Equity
Experience
Knox Capital Holdings December 2013 - Present
Pfingsten Partners January 2005 - December 2013
Brown Gibbons Lang & Co. June 2001 - March 2005
Duff & Phelps 2000 - 2001
Skills
Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Middle Market, Due Diligence, Capital Markets, Financial Analysis, Investments, M&A experience, LBO, Buyouts, Recapitalizations, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
DCDS 1994 — 1996
Knox Capital Holdings December 2013 - Present
Pfingsten Partners January 2005 - December 2013
Brown Gibbons Lang & Co. June 2001 - March 2005
Duff & Phelps 2000 - 2001
Skills
Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Middle Market, Due Diligence, Capital Markets, Financial Analysis, Investments, M&A experience, LBO, Buyouts, Recapitalizations, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
DCDS 1994 — 1996
Jonathan Lejuez, CFA's Duff & Phelps Experience 2010 - 2011
Job Technology Investment Banking at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2009 - 2010
Skills
Technology M&A, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Forensic Accounting, Accounting, Equities, Sell Side, Business Valuation, Equity Valuation, Internal Controls, Auditing, International M&A, Buyouts, FDD, Enterprise Mobility, Mobile Enterprise, Social Media Marketing, Multi-channel Campaign..., Mobile Technology, DCF, LBO, Capital IQ, Strategy, M&A experience, Venture Capital, Corporate Development, Close Attention to...
Education
Providence College
B.S., Accountancy, Finance
Mooreland Partners 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2009 - 2010
Skills
Technology M&A, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Forensic Accounting, Accounting, Equities, Sell Side, Business Valuation, Equity Valuation, Internal Controls, Auditing, International M&A, Buyouts, FDD, Enterprise Mobility, Mobile Enterprise, Social Media Marketing, Multi-channel Campaign..., Mobile Technology, DCF, LBO, Capital IQ, Strategy, M&A experience, Venture Capital, Corporate Development, Close Attention to...
Education
Providence College
B.S., Accountancy, Finance
Daniel Xu Daniel Xu's Duff & Phelps Experience September 2012 - January 2015
Job Associate at Garrison Investment Group LP
Industry Investment Banking
Experience
Garrison Investment Group LP January 2015 - Present
Duff & Phelps September 2012 - January 2015
BNP Paribas July 2010 - August 2012
Skills
Programming, Piano, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Macro Writing, Structured Products
Education
Princeton University 2006 — 2010
AB, Economics
Garrison Investment Group LP January 2015 - Present
Duff & Phelps September 2012 - January 2015
BNP Paribas July 2010 - August 2012
Skills
Programming, Piano, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Capital Markets, Corporate Finance, Bloomberg Terminal, Microsoft Excel, Macro Writing, Structured Products
Education
Princeton University 2006 — 2010
AB, Economics
Reet Moitra Reet Moitra's Duff & Phelps Experience July 2015 - Present
Job Real Estate Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
State Street June 2014 - Present
Santa Clara University March 2014 - Present
Independent Strategic Research October 2013 - December 2013
Plantronics June 2013 - August 2013
State Street Global Markets June 2012 - August 2012
City of Palo Alto June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Social Media, Public Speaking, Customer Service, Event Planning, Facebook, Leadership, Research, Social Networking, Time Management, Spanish, Economics, Management
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Foundation for International Education 2013 — 2013
Duff & Phelps July 2015 - Present
State Street June 2014 - Present
Santa Clara University March 2014 - Present
Independent Strategic Research October 2013 - December 2013
Plantronics June 2013 - August 2013
State Street Global Markets June 2012 - August 2012
City of Palo Alto June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Social Media, Public Speaking, Customer Service, Event Planning, Facebook, Leadership, Research, Social Networking, Time Management, Spanish, Economics, Management
Education
Santa Clara University 2011 — 2015
Bachelor's degree, Finance and Economics
Santa Clara University - Leavey School of Business 2011 — 2015
Foundation for International Education 2013 — 2013
Taylor West's Duff & Phelps Experience January 2014 - Present
Job Managing Director Valuation Advisory Services
Industry Financial Services
Experience
Duff & Phelps January 2014 - Present
Grant Thornton January 2008 - January 2014
UHY Advisors May 2001 - January 2008
Skills
Business Valuation, Mergers & Acquisitions, Valuation, Financial Reporting, Equities, Derivatives, Management, Project Management, Project Planning, Due Diligence, Financial Analysis, Financial Modeling, US GAAP, Strategy, Intangible Assets, Corporate Finance, Fraud, Private Equity, SEC filings, Finance, SEC Filings
Education
Rollins College - Crummer Graduate School of Business 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Rollins College 1997 — 2000
BA, International Relations
Duff & Phelps January 2014 - Present
Grant Thornton January 2008 - January 2014
UHY Advisors May 2001 - January 2008
Skills
Business Valuation, Mergers & Acquisitions, Valuation, Financial Reporting, Equities, Derivatives, Management, Project Management, Project Planning, Due Diligence, Financial Analysis, Financial Modeling, US GAAP, Strategy, Intangible Assets, Corporate Finance, Fraud, Private Equity, SEC filings, Finance, SEC Filings
Education
Rollins College - Crummer Graduate School of Business 2000 — 2001
Master of Business Administration (M.B.A.), Finance
Rollins College 1997 — 2000
BA, International Relations
William Hunt William Hunt's Duff & Phelps Experience July 2015 - Present
Job Valuation Analyst, Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Garber Venture Capital Fund January 2014 - May 2014
Amplified LLC January 2014 - May 2014
Private Investment May 2012 - August 2013
Wiley Group May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Analysis, Financial Analysis, Strategy, Marketing, Finance
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance
Conestoga High School 2007 — 2011
High School Diploma, 9-12
Duff & Phelps July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Garber Venture Capital Fund January 2014 - May 2014
Amplified LLC January 2014 - May 2014
Private Investment May 2012 - August 2013
Wiley Group May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Analysis, Financial Analysis, Strategy, Marketing, Finance
Education
Penn State University 2011 — 2015
Bachelor's Degree, Finance
Conestoga High School 2007 — 2011
High School Diploma, 9-12
Jane Anasi Jane Anasi's Duff & Phelps Experience November 2012 - Present
Job Financial Planning and Analysis Professional
Industry Financial Services
Experience
Duff & Phelps November 2012 - Present
Verizon 2000 - November 2008
Verizon 2000 - 2008
GTE July 1995 - 2000
Skills
Financial Analysis, Project Management, Forecasting, Analysis, Finance, Customer Service, Account Management, Business Analysis, Auditing, Process Improvement, Financial Modeling, Budgets, Data Analysis, Financial Reporting, Access
Education
Our Lady of the Lake University 1995 — 2000
Bachelor, Business Administration
Asumbi
Duff & Phelps November 2012 - Present
Verizon 2000 - November 2008
Verizon 2000 - 2008
GTE July 1995 - 2000
Skills
Financial Analysis, Project Management, Forecasting, Analysis, Finance, Customer Service, Account Management, Business Analysis, Auditing, Process Improvement, Financial Modeling, Budgets, Data Analysis, Financial Reporting, Access
Education
Our Lady of the Lake University 1995 — 2000
Bachelor, Business Administration
Asumbi
Christopher Yip's Duff & Phelps Experience July 2015 - Present
Job Valuation Analyst
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
International Securities Exchange June 2012 - July 2015
Sogotrade May 2011 - September 2011
JOST Financial Management April 2010 - August 2010
Skills
Bloomberg Terminal, Equity Trading, Equities, Trading, Cantonese, Microsoft Excel, PowerPoint, Microsoft Office, Options, Options Strategies, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Electronic Trading, Securities, Microsoft Word, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S, Finance
Duff & Phelps July 2015 - Present
International Securities Exchange June 2012 - July 2015
Sogotrade May 2011 - September 2011
JOST Financial Management April 2010 - August 2010
Skills
Bloomberg Terminal, Equity Trading, Equities, Trading, Cantonese, Microsoft Excel, PowerPoint, Microsoft Office, Options, Options Strategies, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Electronic Trading, Securities, Microsoft Word, Financial Analysis, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S, Finance
Christopher Moks's Duff & Phelps Experience August 2005 - March 2007
Job Manager, Digital Investigations and Cybersecurity at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal August 2013 - Present
AlixPartners August 2012 - August 2013
Deloitte March 2007 - August 2012
Duff & Phelps August 2005 - March 2007
Bentley Systems/Haestad Methods May 2003 - August 2005
IBM 2002 - 2002
Skills
EnCase, FTK, Relativity, Mac OS X, SQL, UML, Litigation Support, Computer Forensics, Incident Response, dtSearch, Clearwell, Index Engines, Blacklight, Macquisition, Windows, Microsoft Office, Linux, Lotus Notes, Helix, Wave, Ringtail, Turbo Pascal, C++, Information Security..., Fraud, Data Privacy, Computer Security, Expert Witness, Enterprise Risk..., Information Security, Databases, Data Analysis, Document Management, Forensic Analysis, Analytics, Vulnerability Assessment, IT Audit
Education
Penn State University 1999 — 2003
BS
Alvarez & Marsal August 2013 - Present
AlixPartners August 2012 - August 2013
Deloitte March 2007 - August 2012
Duff & Phelps August 2005 - March 2007
Bentley Systems/Haestad Methods May 2003 - August 2005
IBM 2002 - 2002
Skills
EnCase, FTK, Relativity, Mac OS X, SQL, UML, Litigation Support, Computer Forensics, Incident Response, dtSearch, Clearwell, Index Engines, Blacklight, Macquisition, Windows, Microsoft Office, Linux, Lotus Notes, Helix, Wave, Ringtail, Turbo Pascal, C++, Information Security..., Fraud, Data Privacy, Computer Security, Expert Witness, Enterprise Risk..., Information Security, Databases, Data Analysis, Document Management, Forensic Analysis, Analytics, Vulnerability Assessment, IT Audit
Education
Penn State University 1999 — 2003
BS
Amy Emery Amy Emery's Duff & Phelps Experience September 2007 - July 2011
Job Executive Assistant at Lazard
Industry Financial Services
Experience
Lazard April 2014 - Present
Aon Hewitt April 2013 - April 2014
ManTech July 2011 - April 2013
Duff & Phelps September 2007 - July 2011
Duff & Phelps October 2004 - September 2007
Conyers-Rockdale Chamber of Commerce January 2003 - September 2004
Conyers-Rockdale Chamber of Commerce July 2001 - January 2003
Skills
Active DoD Secret..., PeopleSoft, Lawson General Ledger, Process Improvement, Accounts Receivable, Administrative..., Office Management, Accounts Payable, Program Management, Equities
Education
Santa Monica College 2012 — 2012
Lazard April 2014 - Present
Aon Hewitt April 2013 - April 2014
ManTech July 2011 - April 2013
Duff & Phelps September 2007 - July 2011
Duff & Phelps October 2004 - September 2007
Conyers-Rockdale Chamber of Commerce January 2003 - September 2004
Conyers-Rockdale Chamber of Commerce July 2001 - January 2003
Skills
Active DoD Secret..., PeopleSoft, Lawson General Ledger, Process Improvement, Accounts Receivable, Administrative..., Office Management, Accounts Payable, Program Management, Equities
Education
Santa Monica College 2012 — 2012
Forrest Rossen Forrest Rossen's Duff & Phelps Experience February 1997 - July 2011
Job Interactive Marketing Specialist
Industry Marketing and Advertising
Experience
Katzen & Company August 2011 - Present
Duff & Phelps February 1997 - July 2011
Skills
Email Marketing, LexisNexis Interaction, Graphic Design, Management, Web Design, Lexis, Interactive Marketing, Direct Mail, Marketing, Photoshop, Marketing Strategy, Event Management, Customer Service, SharePoint, Google Adwords, Digital Media, Copywriting, Adobe Creative Suite, Corporate Branding, Lead Generation, CRM, Facebook, PPC, Advertising, Social Media, Online Marketing, Brand Development, SEO, Marketing Communications, Integrated Marketing, Newsletters, Market Research, Digital Marketing, Project Management, Content Development, Social Media Marketing, Corporate Communications
Education
University of Illinois at Chicago 1990 — 1992
English
Triton College 1987 — 1988
English
Reed College 1983 — 1985
English
Katzen & Company August 2011 - Present
Duff & Phelps February 1997 - July 2011
Skills
Email Marketing, LexisNexis Interaction, Graphic Design, Management, Web Design, Lexis, Interactive Marketing, Direct Mail, Marketing, Photoshop, Marketing Strategy, Event Management, Customer Service, SharePoint, Google Adwords, Digital Media, Copywriting, Adobe Creative Suite, Corporate Branding, Lead Generation, CRM, Facebook, PPC, Advertising, Social Media, Online Marketing, Brand Development, SEO, Marketing Communications, Integrated Marketing, Newsletters, Market Research, Digital Marketing, Project Management, Content Development, Social Media Marketing, Corporate Communications
Education
University of Illinois at Chicago 1990 — 1992
English
Triton College 1987 — 1988
English
Reed College 1983 — 1985
English
Doug Milnes Doug Milnes's Duff & Phelps Experience August 2005 - July 2008
Job Global Insights Manager at The Clorox Company
Industry Internet
Experience
The Clorox Company November 2014 - Present
The Clorox Company January 2014 - Present
OpenTable April 2013 - December 2013
OpenTable May 2012 - March 2013
OpenTable June 2011 - May 2012
OnLive November 2009 - June 2011
Glu Mobile July 2008 - November 2009
Duff & Phelps August 2005 - July 2008
Willamette Management Associates June 2004 - August 2005
Northwestern Mutual July 2002 - February 2004
Skills
Financial Analysis, Forecasting, Business Intelligence, Valuation, Financial Modeling, Analysis, Leadership, Analytics, Data Analysis, Corporate Finance, Start-ups, SQL, Web Analytics, Marketing Mix Modeling, Market Structure
Education
Northwestern University 2012 — 2015
Masters, Predictive Analytics
Whitman College 1998 — 2002
Bachelor of Arts (BA), Mathematics Economics
Chatham High
The Clorox Company November 2014 - Present
The Clorox Company January 2014 - Present
OpenTable April 2013 - December 2013
OpenTable May 2012 - March 2013
OpenTable June 2011 - May 2012
OnLive November 2009 - June 2011
Glu Mobile July 2008 - November 2009
Duff & Phelps August 2005 - July 2008
Willamette Management Associates June 2004 - August 2005
Northwestern Mutual July 2002 - February 2004
Skills
Financial Analysis, Forecasting, Business Intelligence, Valuation, Financial Modeling, Analysis, Leadership, Analytics, Data Analysis, Corporate Finance, Start-ups, SQL, Web Analytics, Marketing Mix Modeling, Market Structure
Education
Northwestern University 2012 — 2015
Masters, Predictive Analytics
Whitman College 1998 — 2002
Bachelor of Arts (BA), Mathematics Economics
Chatham High
Brian Adkinson Brian Adkinson's Duff & Phelps Experience April 2007 - March 2012
Job Senior Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young March 2012 - Present
Duff & Phelps April 2007 - March 2012
Deloitte August 2004 - April 2007
Deloitte & Touche September 2000 - August 2004
Skills
Financial Modeling, Transaction Processing, Due Diligence, Mergers, SEC filings, Business Valuation, Mergers & Acquisitions, US GAAP, Valuation, Transaction Advisory..., Private Equity, Corporate Finance, Auditing, Divestitures, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Accounting
Education
Ohio University 1995 — 2000
BBA, Accounting
Ernst & Young March 2012 - Present
Duff & Phelps April 2007 - March 2012
Deloitte August 2004 - April 2007
Deloitte & Touche September 2000 - August 2004
Skills
Financial Modeling, Transaction Processing, Due Diligence, Mergers, SEC filings, Business Valuation, Mergers & Acquisitions, US GAAP, Valuation, Transaction Advisory..., Private Equity, Corporate Finance, Auditing, Divestitures, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Accounting
Education
Ohio University 1995 — 2000
BBA, Accounting
Daniel Van Vleet, ASA's Duff & Phelps Experience February 2005 - December 2008
Job International Past President at American Society of Appraisers
Industry Financial Services
Experience
Stout Risius Ross December 2008 - Present
American Society of Appraisers July 2013 - Present
American Society of Appraisers July 2012 - June 2013
Trusts & Estates Magazine 2008 - 2013
American Society of Appraisers July 2011 - June 2012
American Society of Appraisers July 2010 - June 2011
Business Valuation Association September 2009 - August 2010
American Society of Appraisers July 2006 - June 2010
Duff & Phelps February 2005 - December 2008
Willamette Management Associates June 1989 - February 2005
Skills
Business Valuation, Expert Witness, Economic Analysis, Bankruptcy, Tax Controversy, Shareholder Disputes, Fairness Opinions, Solvency Opinions, Private Companies, Tax Valuation, Valuation, Economics, Tax, Financial Analysis, Litigation Support, Equities, Mergers & Acquisitions, Finance, Due Diligence, Management
Education
The University of Chicago 1993 — 1995
MBA, Finance
Portland State University 1986 — 1990
BS, Finance and Business Law
Stout Risius Ross December 2008 - Present
American Society of Appraisers July 2013 - Present
American Society of Appraisers July 2012 - June 2013
Trusts & Estates Magazine 2008 - 2013
American Society of Appraisers July 2011 - June 2012
American Society of Appraisers July 2010 - June 2011
Business Valuation Association September 2009 - August 2010
American Society of Appraisers July 2006 - June 2010
Duff & Phelps February 2005 - December 2008
Willamette Management Associates June 1989 - February 2005
Skills
Business Valuation, Expert Witness, Economic Analysis, Bankruptcy, Tax Controversy, Shareholder Disputes, Fairness Opinions, Solvency Opinions, Private Companies, Tax Valuation, Valuation, Economics, Tax, Financial Analysis, Litigation Support, Equities, Mergers & Acquisitions, Finance, Due Diligence, Management
Education
The University of Chicago 1993 — 1995
MBA, Finance
Portland State University 1986 — 1990
BS, Finance and Business Law
Brian Garfield Brian Garfield's Duff & Phelps Experience March 2012 - October 2014
Job Vice President at Lincoln International
Industry Financial Services
Experience
Lincoln International October 2014 - Present
Duff & Phelps March 2012 - October 2014
Duff & Phelps March 2010 - March 2012
Duff & Phelps August 2008 - March 2010
Ardour Capital Investments June 2007 - August 2007
Skills
Financial Research, Hedge Funds, Fund Of Funds, Equities, Business Valuation, Valuation, Financial Modeling
Education
Penn State University 2004 — 2008
BS, Finance
Kennedy High School
Lincoln International October 2014 - Present
Duff & Phelps March 2012 - October 2014
Duff & Phelps March 2010 - March 2012
Duff & Phelps August 2008 - March 2010
Ardour Capital Investments June 2007 - August 2007
Skills
Financial Research, Hedge Funds, Fund Of Funds, Equities, Business Valuation, Valuation, Financial Modeling
Education
Penn State University 2004 — 2008
BS, Finance
Kennedy High School
Tom Rizzo Tom Rizzo's Duff & Phelps Experience June 1998 - February 2000
Job Capital Markets Professional
Industry Banking
Experience
Royal Bank of Scotland July 2009 - May 2012
ABN AMRO September 2002 - June 2009
Dresdner Kleinwort Wasserstein December 2001 - August 2002
Moody's Investors Service September 2000 - November 2001
Fitch Ratings March 2000 - August 2000
Duff & Phelps June 1998 - February 2000
Prudential Securities, Inc. March 1997 - May 1998
Avis Budget Group October 1994 - February 1997
Avis Budget Group December 1990 - August 1992
Sprint Nextel May 1988 - November 1990
Skills
Capital Markets, Portfolio Management, Banking, Credit Analysis, Credit Risk, Financial Modeling, Financial Risk, Fixed Income, Investment Banking, Risk Management, Securitization, Structured Finance, Financial Structuring, Structured Products, Financial Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Virginia Polytechnic Institute and State University
M.S., Industrial Engineering & Operations Research
Northwestern University
B.A., Mathematics
Royal Bank of Scotland July 2009 - May 2012
ABN AMRO September 2002 - June 2009
Dresdner Kleinwort Wasserstein December 2001 - August 2002
Moody's Investors Service September 2000 - November 2001
Fitch Ratings March 2000 - August 2000
Duff & Phelps June 1998 - February 2000
Prudential Securities, Inc. March 1997 - May 1998
Avis Budget Group October 1994 - February 1997
Avis Budget Group December 1990 - August 1992
Sprint Nextel May 1988 - November 1990
Skills
Capital Markets, Portfolio Management, Banking, Credit Analysis, Credit Risk, Financial Modeling, Financial Risk, Fixed Income, Investment Banking, Risk Management, Securitization, Structured Finance, Financial Structuring, Structured Products, Financial Markets
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Virginia Polytechnic Institute and State University
M.S., Industrial Engineering & Operations Research
Northwestern University
B.A., Mathematics
Randy Krauthamer Randy Krauthamer's Duff & Phelps Experience March 2011 - Present
Job Aerospace, Defense & Industrial M&A Specialist
Industry Investment Banking
Experience
Duff & Phelps March 2011 - Present
MRCworldwide / Waveland Capital April 2007 - March 2011
McGladrey Capital Markets December 2002 - April 2007
Citigroup Global Corporate Investment Bank January 1993 - December 2002
Skills
Aerospace & Defense, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Mergers, Investment Banking, Restructuring, Private Placements, Private Equity, Business Valuation, Strategy, Financial Modeling, Equities, Emerging Markets, Fairness Opinions, M&A experience, Portfolio Management, Venture Capital, Corporate Development, LBO, Divestitures, Leveraged Finance, Capital, Equity Valuation, Sell Side, Acquisitions, Financial Advisory, Capital Markets, Recapitalizations, Capital Raising, Alternative Investments, Structured Finance, Mezzanine, Capital Structure, Hedge Funds, Financial Analysis, Finance, Investments, IPO, Financial Structuring, Buyouts, Debt Restructuring, Middle Market, Deal Sourcing
Education
San Diego State University-California State University 1986 — 1989
BS
Duff & Phelps March 2011 - Present
MRCworldwide / Waveland Capital April 2007 - March 2011
McGladrey Capital Markets December 2002 - April 2007
Citigroup Global Corporate Investment Bank January 1993 - December 2002
Skills
Aerospace & Defense, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Mergers, Investment Banking, Restructuring, Private Placements, Private Equity, Business Valuation, Strategy, Financial Modeling, Equities, Emerging Markets, Fairness Opinions, M&A experience, Portfolio Management, Venture Capital, Corporate Development, LBO, Divestitures, Leveraged Finance, Capital, Equity Valuation, Sell Side, Acquisitions, Financial Advisory, Capital Markets, Recapitalizations, Capital Raising, Alternative Investments, Structured Finance, Mezzanine, Capital Structure, Hedge Funds, Financial Analysis, Finance, Investments, IPO, Financial Structuring, Buyouts, Debt Restructuring, Middle Market, Deal Sourcing
Education
San Diego State University-California State University 1986 — 1989
BS
David Howell David Howell's Duff & Phelps Experience December 2005 - June 2007
Job Principal at Plante & Moran
Industry Financial Services
Experience
Plante & Moran, PLLC April 2011 - Present
Northwestern University March 2006 - Present
Trevian Girls Softball Association January 2004 - October 2011
Lakeside Advisors, LLC June 2007 - April 2011
UHY Advisors March 2009 - March 2010
Duff & Phelps December 2005 - June 2007
Valuemetrics October 2000 - December 2005
Harris Bank 1987 - 2000
First Bank of Oak Park 1982 - 1987
Skills
Business Valuation, Equity Compensation, Intellectual Property..., Buyouts, Intangible Assets, Fairness Opinions, Purchase Price..., Firm Valuation, Royalties, Patents, Stock Options, Valuation, Corporate Finance, Litigation Support, Management Consulting, Restricted Stock, Stocks, Equity Compensation..., Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Due Diligence, Venture Capital, Equities, Management, Strategy, Financial Modeling, Restructuring, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Northwestern University 1978 — 1982
BA, Economics, Minor in English
Oak Park River Forest High School 1974 — 1979
Diploma, College Prep
Plante & Moran, PLLC April 2011 - Present
Northwestern University March 2006 - Present
Trevian Girls Softball Association January 2004 - October 2011
Lakeside Advisors, LLC June 2007 - April 2011
UHY Advisors March 2009 - March 2010
Duff & Phelps December 2005 - June 2007
Valuemetrics October 2000 - December 2005
Harris Bank 1987 - 2000
First Bank of Oak Park 1982 - 1987
Skills
Business Valuation, Equity Compensation, Intellectual Property..., Buyouts, Intangible Assets, Fairness Opinions, Purchase Price..., Firm Valuation, Royalties, Patents, Stock Options, Valuation, Corporate Finance, Litigation Support, Management Consulting, Restricted Stock, Stocks, Equity Compensation..., Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Due Diligence, Venture Capital, Equities, Management, Strategy, Financial Modeling, Restructuring, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Northwestern University 1978 — 1982
BA, Economics, Minor in English
Oak Park River Forest High School 1974 — 1979
Diploma, College Prep
Tao Jiao Tao Jiao's Duff & Phelps Experience January 2008 - January 2009
Job Lecturer at UC Irvine
Industry Financial Services
Experience
UC Irvine August 2012 - Present
Hypios February 2010 - April 2010
Rotterdam School of Management, Erasmus University October 2004 - June 2009
Duff & Phelps January 2008 - January 2009
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Equity Valuation, Financial Analysis, Quantitative Analytics, Stata, Econometrics, Economics, Mergers, Investments
Education
Rotterdam School of Management, Erasmus University 2004 — 2009
PhD, Accounting
Shanghai Jiao Tong University 2001 — 2004
Master, Finance
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Industrial Foreign Trade
UC Irvine August 2012 - Present
Hypios February 2010 - April 2010
Rotterdam School of Management, Erasmus University October 2004 - June 2009
Duff & Phelps January 2008 - January 2009
Skills
Valuation, Financial Modeling, Business Valuation, Corporate Finance, Equity Valuation, Financial Analysis, Quantitative Analytics, Stata, Econometrics, Economics, Mergers, Investments
Education
Rotterdam School of Management, Erasmus University 2004 — 2009
PhD, Accounting
Shanghai Jiao Tong University 2001 — 2004
Master, Finance
Shanghai Jiao Tong University 1997 — 2001
Bachelor, Industrial Foreign Trade
Graham Tomlinson Graham Tomlinson's Duff & Phelps Experience May 2013 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2013 - Present
The Hair Mechanics Salon November 2011 - February 2012
Marsh September 2008 - January 2009
New York City Parks Department July 2003 - August 2003
Skills
Business Planning, Data Analysis, Excel, Graphic Design, Financial Analysis, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Market Research, Social Media, Leadership, Finance, Microsoft Excel, Valuation, Corporate Finance
Education
Saint Joseph's University 2007 — 2011
Finance, Economics
Duff & Phelps May 2013 - Present
The Hair Mechanics Salon November 2011 - February 2012
Marsh September 2008 - January 2009
New York City Parks Department July 2003 - August 2003
Skills
Business Planning, Data Analysis, Excel, Graphic Design, Financial Analysis, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Market Research, Social Media, Leadership, Finance, Microsoft Excel, Valuation, Corporate Finance
Education
Saint Joseph's University 2007 — 2011
Finance, Economics
Andy Gregory, CFA Andy Gregory, CFA's Duff & Phelps Experience March 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
ProQuest August 2014 - March 2015
Bank of America Merrill Lynch March 2013 - April 2014
Bank of America Merrill Lynch June 2009 - March 2013
Merrill Lynch June 2008 - August 2008
KPMG May 2007 - August 2007
GE May 2006 - August 2006
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Penn State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Stanford University
Continuing Education, Accounting and Finance
Duff & Phelps March 2015 - Present
ProQuest August 2014 - March 2015
Bank of America Merrill Lynch March 2013 - April 2014
Bank of America Merrill Lynch June 2009 - March 2013
Merrill Lynch June 2008 - August 2008
KPMG May 2007 - August 2007
GE May 2006 - August 2006
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Penn State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Stanford University
Continuing Education, Accounting and Finance
Yury Platonov Yury Platonov's Duff & Phelps Experience March 2014 - July 2015
Job Manager Deal Advisory at KPMG US
Industry Financial Services
Experience
KPMG US August 2015 - Present
Duff & Phelps March 2014 - July 2015
Alvarez & Marsal May 2012 - February 2014
TNK-British Petroleum 2011 - 2012
Ernst & Young 2010 - 2011
PwC 2007 - 2010
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Auditing, Mergers & Acquisitions, Financial Audits, Financial Services, M&A experience, Operational Due..., Consulting, Financial Analysis, Financial Reporting, Accounting, IFRS, US GAAP, Private Equity, Tableau, Corporate FP&A
Education
St. Mary's College of California 2004 — 2007
Bachelor, Accounting
Association of Chartered Certified Accountants (ACCA)
Accounting, Finance
KPMG US August 2015 - Present
Duff & Phelps March 2014 - July 2015
Alvarez & Marsal May 2012 - February 2014
TNK-British Petroleum 2011 - 2012
Ernst & Young 2010 - 2011
PwC 2007 - 2010
Skills
Corporate Finance, Due Diligence, Finance, Financial Modeling, Auditing, Mergers & Acquisitions, Financial Audits, Financial Services, M&A experience, Operational Due..., Consulting, Financial Analysis, Financial Reporting, Accounting, IFRS, US GAAP, Private Equity, Tableau, Corporate FP&A
Education
St. Mary's College of California 2004 — 2007
Bachelor, Accounting
Association of Chartered Certified Accountants (ACCA)
Accounting, Finance
Joana Alonzo-Clark's Duff & Phelps Experience August 2008 - July 2009
Job Office Manager at The Trust for Public Land
Industry Renewables & Environment
Experience
Duff & Phelps August 2008 - July 2009
Kane Reece Associates, Inc. October 2006 - August 2008
Environmental Education Fund of NJ November 2004 - September 2006
AmeriCorps - NJDEP Watershed Ambassadors Program September 2003 - August 2004
Skills
Notary Public, Microsoft Office, Word, Excel, PowerPoint, Microsoft Publisher, Adobe Acrobat, Microsoft Word, Microsoft Excel, Research, Office Management, Nonprofits, Environmental Awareness, Data Entry, Editing, Event Planning, Community Outreach, Environmental Education, Administrative..., Event Management, Program Management, Volunteer Management, Community Development, Environmental Policy, Proofreading, Program Development, Public Policy, Policy Analysis, Grants, Office Administration, Sustainability, GIS, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BS, Natural Resource Management
Duff & Phelps August 2008 - July 2009
Kane Reece Associates, Inc. October 2006 - August 2008
Environmental Education Fund of NJ November 2004 - September 2006
AmeriCorps - NJDEP Watershed Ambassadors Program September 2003 - August 2004
Skills
Notary Public, Microsoft Office, Word, Excel, PowerPoint, Microsoft Publisher, Adobe Acrobat, Microsoft Word, Microsoft Excel, Research, Office Management, Nonprofits, Environmental Awareness, Data Entry, Editing, Event Planning, Community Outreach, Environmental Education, Administrative..., Event Management, Program Management, Volunteer Management, Community Development, Environmental Policy, Proofreading, Program Development, Public Policy, Policy Analysis, Grants, Office Administration, Sustainability, GIS, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2003
BS, Natural Resource Management
Timothy Harms's Duff & Phelps Experience March 2012 - Present
Job Vice President, Marketing and Branding at Duff & Phelps
Industry Design
Experience
Duff & Phelps March 2012 - Present
Conde Nast Media Group July 2009 - March 2012
Wired Magazine October 2007 - June 2009
Petertil Design Partners May 2006 - June 2007
LEC LTD. December 2003 - May 2006
Skills
Art Direction, Graphic Design, Creative Direction, Brand Management, Photo Shoot Production, Design Management, Marketing Strategy, Brand Development..., Magazine Design, Digital Magazines, Brand Development, Corporate Branding, Magazines, Graphics, Typography, Corporate Identity, Branding & Identity, Creative Strategy
Education
School of Visual Arts 2010 — 2011
Masters Professional Studies, Branding
School of the Art Institute 2000 — 2003
BFA, Visual Communications
Duff & Phelps March 2012 - Present
Conde Nast Media Group July 2009 - March 2012
Wired Magazine October 2007 - June 2009
Petertil Design Partners May 2006 - June 2007
LEC LTD. December 2003 - May 2006
Skills
Art Direction, Graphic Design, Creative Direction, Brand Management, Photo Shoot Production, Design Management, Marketing Strategy, Brand Development..., Magazine Design, Digital Magazines, Brand Development, Corporate Branding, Magazines, Graphics, Typography, Corporate Identity, Branding & Identity, Creative Strategy
Education
School of Visual Arts 2010 — 2011
Masters Professional Studies, Branding
School of the Art Institute 2000 — 2003
BFA, Visual Communications
Pedro C. Santos Pedro C. Santos's Duff & Phelps Experience 2005 - 2007
Job Principal at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers LLP 2010 - Present
Duff & Phelps 2005 - 2007
Standard & Poor's 2001 - 2005
Skills
Corporate Finance, Investments, Valuation, Derivatives, Financial Reporting, Analytics, Securities, Financial Services, Mergers & Acquisitions, Business Valuation, Management, Leadership, Financial Modeling, Options
Education
National University San Diego 1992 — 1994
MBA, Financial Management
San Diego State University-California State University 1987 — 1992
BS, Corporate Finance
PricewaterhouseCoopers LLP 2010 - Present
Duff & Phelps 2005 - 2007
Standard & Poor's 2001 - 2005
Skills
Corporate Finance, Investments, Valuation, Derivatives, Financial Reporting, Analytics, Securities, Financial Services, Mergers & Acquisitions, Business Valuation, Management, Leadership, Financial Modeling, Options
Education
National University San Diego 1992 — 1994
MBA, Financial Management
San Diego State University-California State University 1987 — 1992
BS, Corporate Finance
Kayla Forsythe Kayla Forsythe's Duff & Phelps Experience May 2009 - Present
Job Property Tax Senior Associate at Duff & Phelps
Industry Environmental Services
Experience
Duff & Phelps May 2009 - Present
Deloitte Financial Advisory Services LLC May 2007 - March 2009
Skills
Property Tax, Valuation, Tax, Tax Research, Fixed Assets, Energy, Private Equity
Education
American Society of Appraisers 2013 — 2013
BVAL201: Introduction to Business Valuation, Passed
St. Josephs University 2012 — 2012
Intro to Finance
Robert Morris University 2004 — 2009
B.S., Manufacturing Engineering
Duff & Phelps May 2009 - Present
Deloitte Financial Advisory Services LLC May 2007 - March 2009
Skills
Property Tax, Valuation, Tax, Tax Research, Fixed Assets, Energy, Private Equity
Education
American Society of Appraisers 2013 — 2013
BVAL201: Introduction to Business Valuation, Passed
St. Josephs University 2012 — 2012
Intro to Finance
Robert Morris University 2004 — 2009
B.S., Manufacturing Engineering
Katie McCluskey's Duff & Phelps Experience February 2014 - October 2014
Job Accounts Payable Analyst at Oxford Properties Group
Industry Law Enforcement
Experience
Oxford Properties Group September 2015 - Present
Duff & Phelps February 2014 - October 2014
Aqua Restaurant Group August 2013 - February 2014
Skills
Communication, Public Engagement, Microsoft Office, Microsoft Excel, Outlook, Teamwork, Critical Thinking, Customer Service, Microsoft Word
Education
Queen's University Belfast 2010 — 2013
Bachelor’s Degree, Criminology, 2:1
St. Patrick's Academy 2003 — 2010
High School
Oxford Properties Group September 2015 - Present
Duff & Phelps February 2014 - October 2014
Aqua Restaurant Group August 2013 - February 2014
Skills
Communication, Public Engagement, Microsoft Office, Microsoft Excel, Outlook, Teamwork, Critical Thinking, Customer Service, Microsoft Word
Education
Queen's University Belfast 2010 — 2013
Bachelor’s Degree, Criminology, 2:1
St. Patrick's Academy 2003 — 2010
High School
Chris Ekimoff, CPA/CFF, CFE's Duff & Phelps Experience 2011 - 2013
Job Investigative Accountant | Litigation Consultant | CPA Educator
Industry Accounting
Experience
FTI Consulting 2014 - Present
Consultants' Training Institute 2014 - Present
NACVA 2013 - Present
Prometric 2012 - Present
Hilton Worldwide 2013 - 2014
Duff & Phelps 2011 - 2013
Deloitte 2008 - 2011
St. Bonaventure University 2007 - 2008
St. Bonaventure University 2005 - 2008
Deloitte 2007 - 2007
Skills
Forensic Accounting, Auditing, Asset Tracing, AML, Fraud, Social Media, Accounting Research, Leadership, Finance, Litigation Support, Accounting, CPA, Internal Audit, Financial Reporting, Analysis, Enterprise Risk..., Certified Fraud Examiner, Due Diligence, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Business Valuation, Valuation, SEC filings, Financial Analysis, Forensic Analysis, US GAAP, Financial Modeling, GAAP, Management, Consulting, Financial Accounting, Financial Services, Risk Management, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Management Consulting, Corporate Finance, Strategic Planning, Financial Risk, Public Speaking, Process Improvement, Training, SEC Filings
Education
Saint Bonaventure University 2007 — 2008
MBA
Saint Bonaventure University 2003 — 2007
BBA
Webster Schroeder High School
FTI Consulting 2014 - Present
Consultants' Training Institute 2014 - Present
NACVA 2013 - Present
Prometric 2012 - Present
Hilton Worldwide 2013 - 2014
Duff & Phelps 2011 - 2013
Deloitte 2008 - 2011
St. Bonaventure University 2007 - 2008
St. Bonaventure University 2005 - 2008
Deloitte 2007 - 2007
Skills
Forensic Accounting, Auditing, Asset Tracing, AML, Fraud, Social Media, Accounting Research, Leadership, Finance, Litigation Support, Accounting, CPA, Internal Audit, Financial Reporting, Analysis, Enterprise Risk..., Certified Fraud Examiner, Due Diligence, Sarbanes-Oxley Act, Financial Statements, Internal Controls, Business Valuation, Valuation, SEC filings, Financial Analysis, Forensic Analysis, US GAAP, Financial Modeling, GAAP, Management, Consulting, Financial Accounting, Financial Services, Risk Management, Microsoft Office, Mergers & Acquisitions, Microsoft Excel, Management Consulting, Corporate Finance, Strategic Planning, Financial Risk, Public Speaking, Process Improvement, Training, SEC Filings
Education
Saint Bonaventure University 2007 — 2008
MBA
Saint Bonaventure University 2003 — 2007
BBA
Webster Schroeder High School
Keith Addison's Duff & Phelps Experience January 1978 - December 1983
Job IT Director, Pharmaceuticals, Business Transformation.
Industry Pharmaceuticals
Experience
Toastmasters International July 2015 - Present
A2Z-Insights - "Improving You" May 2015 - Present
Toastmasters International July 2014 - June 2015
McH September 2008 - January 2015
Red Tie, Inc. March 2007 - August 2008
Cardinal Health January 2000 - November 2006
ALP/Cardinal Health 1998 - 1999
Monsanto / G. D. Searle January 1984 - September 1996
Duff & Phelps January 1978 - December 1983
Skills
IT Management, Leadership, Cross-functional Team..., Integration, Process Improvement, Team Building, Project Management, ERP, Vendor Management, IT Strategy, Pharmaceutical Industry, Management, PMO, Consulting, Team Leadership, Strategic Planning, Program Management, Change Management, Disaster Recovery, Risk Management, Business Process..., Project Portfolio..., SDLC, Business Strategy, Project Planning, Six Sigma, Validation, Quality Assurance, Public Speaking, IT Operations, Management Consulting, Enterprise Architecture, IT Service Management, Data Warehousing, Budgets, Data Analysis, Healthcare Information..., Acquisition Integration, Information Technology
Education
Purdue University
Bachelor of Science (B.S.)
Additional Information
Toastmasters International July 2015 - Present
A2Z-Insights - "Improving You" May 2015 - Present
Toastmasters International July 2014 - June 2015
McH September 2008 - January 2015
Red Tie, Inc. March 2007 - August 2008
Cardinal Health January 2000 - November 2006
ALP/Cardinal Health 1998 - 1999
Monsanto / G. D. Searle January 1984 - September 1996
Duff & Phelps January 1978 - December 1983
Skills
IT Management, Leadership, Cross-functional Team..., Integration, Process Improvement, Team Building, Project Management, ERP, Vendor Management, IT Strategy, Pharmaceutical Industry, Management, PMO, Consulting, Team Leadership, Strategic Planning, Program Management, Change Management, Disaster Recovery, Risk Management, Business Process..., Project Portfolio..., SDLC, Business Strategy, Project Planning, Six Sigma, Validation, Quality Assurance, Public Speaking, IT Operations, Management Consulting, Enterprise Architecture, IT Service Management, Data Warehousing, Budgets, Data Analysis, Healthcare Information..., Acquisition Integration, Information Technology
Education
Purdue University
Bachelor of Science (B.S.)
Additional Information
Lisa Wallace, MBA's Duff & Phelps Experience May 2014 - September 2015
Job Director of Accounting & Bookkeeping Operations
Industry Financial Services
Experience
Miner, Barnhill & Galland September 2015 - Present
Duff & Phelps May 2014 - September 2015
SolomonEdwards December 2012 - November 2013
Pay-Ease, LLC March 2012 - October 2012
DELOITTE CONSULTING LLP December 2004 - March 2012
DE AMERTEK CORPORATION, INC February 2003 - December 2004
Skills
Financial Reporting, Budgeting, General Ledger, Financial Management, Forecasting, Fixed Assets, Cash Flow, Financial Analysis, Cash Management, Customer Relations, Accounting, Pricing, Financial Planning, Contract Management, Microsoft Office, Variance Analysis, Accruals, Accounts Receivable, Reconciliations, Financial Modeling, SAP, Risk Management, GAAP, Excel, Internal Controls, Financial Accounting, Revenue Recognition, Project Accounting, Account Reconciliation, Great Plains, Cash Flow Forecasting, Variances, US GAAP, Management Consulting, Invoicing, Consolidation, Monthly Close, Reconciliation, Financial Control, Financial Systems..., Budget Preparation, Accounts Payable, Monthly Closing, Monthly Reporting, Cash Flow Management, Financial Systems, Training Delivery, Management, Managerial Finance, Leadership
Education
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration, 3.89
Robert Morris College 1998 — 2000
Bachelor's Degree, Accounting, 3.97
Homer Central Schools
Homer Central Schools
Miner, Barnhill & Galland September 2015 - Present
Duff & Phelps May 2014 - September 2015
SolomonEdwards December 2012 - November 2013
Pay-Ease, LLC March 2012 - October 2012
DELOITTE CONSULTING LLP December 2004 - March 2012
DE AMERTEK CORPORATION, INC February 2003 - December 2004
Skills
Financial Reporting, Budgeting, General Ledger, Financial Management, Forecasting, Fixed Assets, Cash Flow, Financial Analysis, Cash Management, Customer Relations, Accounting, Pricing, Financial Planning, Contract Management, Microsoft Office, Variance Analysis, Accruals, Accounts Receivable, Reconciliations, Financial Modeling, SAP, Risk Management, GAAP, Excel, Internal Controls, Financial Accounting, Revenue Recognition, Project Accounting, Account Reconciliation, Great Plains, Cash Flow Forecasting, Variances, US GAAP, Management Consulting, Invoicing, Consolidation, Monthly Close, Reconciliation, Financial Control, Financial Systems..., Budget Preparation, Accounts Payable, Monthly Closing, Monthly Reporting, Cash Flow Management, Financial Systems, Training Delivery, Management, Managerial Finance, Leadership
Education
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration, 3.89
Robert Morris College 1998 — 2000
Bachelor's Degree, Accounting, 3.97
Homer Central Schools
Homer Central Schools
Connor O'Keefe Connor O'Keefe's Duff & Phelps Experience July 2013 - March 2014
Job Associate at Quad Partners
Industry Investment Management
Experience
Quad Partners July 2015 - Present
Moelis & Company March 2014 - June 2015
Duff & Phelps July 2013 - March 2014
Morgan Stanley June 2012 - August 2012
Nationwide Insurance May 2011 - August 2011
Federal-Mogul May 2010 - August 2010
Skills
Analysis, Investment Banking, Leadership, Strategy, Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Rider University 2008 — 2009
BBA, International Business
Quad Partners July 2015 - Present
Moelis & Company March 2014 - June 2015
Duff & Phelps July 2013 - March 2014
Morgan Stanley June 2012 - August 2012
Nationwide Insurance May 2011 - August 2011
Federal-Mogul May 2010 - August 2010
Skills
Analysis, Investment Banking, Leadership, Strategy, Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Rider University 2008 — 2009
BBA, International Business
Chris Haney Chris Haney's Duff & Phelps Experience 2012 - Present
Job Director of Forensic Accounting | Expert Witness
Industry Hospital & Health Care
Experience
Duff & Phelps 2012 - Present
Federal Bureau of Investigation 2010 - 2012
General Electric Co. 2005 - 2009
Skills
Mergers, Financial Analysis, Forensic Accounting, Fraud, Investigations, Healthcare Compliance, Mergers & Acquisitions, Private Investigations, Certified Fraud Examiner, Internal Investigations, Auditing, Litigation, Military, Expert Witness, Investigation
Education
University of Virginia Darden School of Business
MBA
Virginia Military Institute
BS, Mechanical Engineering
Penn State University
Graduate Certificate in Applied Statistics
Duff & Phelps 2012 - Present
Federal Bureau of Investigation 2010 - 2012
General Electric Co. 2005 - 2009
Skills
Mergers, Financial Analysis, Forensic Accounting, Fraud, Investigations, Healthcare Compliance, Mergers & Acquisitions, Private Investigations, Certified Fraud Examiner, Internal Investigations, Auditing, Litigation, Military, Expert Witness, Investigation
Education
University of Virginia Darden School of Business
MBA
Virginia Military Institute
BS, Mechanical Engineering
Penn State University
Graduate Certificate in Applied Statistics
Alexander Hardesty's Duff & Phelps Experience January 2013 - September 2014
Job Capital Markets at JLL
Industry Commercial Real Estate
Experience
JLL September 2014 - Present
Duff & Phelps January 2013 - September 2014
JPMorgan Chase & Co. July 2009 - November 2012
McNeil Pharmaceuticals January 2008 - July 2008
Skills
Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investments, Real Estate Economics, Commercial Real Estate, Capital Markets
Education
Penn State University 2004 — 2008
B.S., Finance and International Business
University of Pennsylvania - The Wharton School 2012 — 2013
Working Professionals Program (WPWP), Corporate Finance
JLL September 2014 - Present
Duff & Phelps January 2013 - September 2014
JPMorgan Chase & Co. July 2009 - November 2012
McNeil Pharmaceuticals January 2008 - July 2008
Skills
Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investments, Real Estate Economics, Commercial Real Estate, Capital Markets
Education
Penn State University 2004 — 2008
B.S., Finance and International Business
University of Pennsylvania - The Wharton School 2012 — 2013
Working Professionals Program (WPWP), Corporate Finance
Garo Ghazarian Jr. Garo Ghazarian Jr.'s Duff & Phelps Experience August 2006 - November 2008
Job Manager KPMG Healthcare Advisory
Industry Hospital & Health Care
Experience
KPMG US April 2014 - Present
Kaiser Permanente October 2009 - April 2014
Duff & Phelps August 2006 - November 2008
Parke Bank June 2005 - August 2005
Skills
Risk Analysis, Due Diligence, Financial Analysis, Financial Modeling, Strategic Planning, Business Strategy, Strategic Financial..., Analysis, Corporate Finance, Forecasting, Accounting, Business Planning, Management, Strategy, Finance
Education
Rutgers University-New Brunswick 2006 — 2008
Masters
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Science
St. Augustine Preparatory School 1998 — 2002
HS Degree
KPMG US April 2014 - Present
Kaiser Permanente October 2009 - April 2014
Duff & Phelps August 2006 - November 2008
Parke Bank June 2005 - August 2005
Skills
Risk Analysis, Due Diligence, Financial Analysis, Financial Modeling, Strategic Planning, Business Strategy, Strategic Financial..., Analysis, Corporate Finance, Forecasting, Accounting, Business Planning, Management, Strategy, Finance
Education
Rutgers University-New Brunswick 2006 — 2008
Masters
Rutgers University-New Brunswick 2002 — 2006
Bachelor of Science
St. Augustine Preparatory School 1998 — 2002
HS Degree
Heather Mellion's Duff & Phelps Experience 2001 - 2008
Job Business Owner at Haute Deals NYC
Industry Luxury Goods & Jewelry
Experience
Haute Deals NYC May 2015 - Present
FTI Consulting 2009 - Present
Macquarie Group 2008 - 2008
Duff & Phelps 2001 - 2008
McKinsey & Company 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Employee Relations, Leadership, Talent Acquisition, Human Resources, Change Management, Strategic Communications, Organizational..., Consulting, Onboarding, Recruiting, Financial Analysis, Performance Management, Employee Benefits, Succession Planning, Management
Education
Ohio University 1993 — 1997
BBA
Haute Deals NYC May 2015 - Present
FTI Consulting 2009 - Present
Macquarie Group 2008 - 2008
Duff & Phelps 2001 - 2008
McKinsey & Company 1999 - 2001
Arthur Andersen 1997 - 1999
Skills
Employee Relations, Leadership, Talent Acquisition, Human Resources, Change Management, Strategic Communications, Organizational..., Consulting, Onboarding, Recruiting, Financial Analysis, Performance Management, Employee Benefits, Succession Planning, Management
Education
Ohio University 1993 — 1997
BBA
Geoff Varga's Duff & Phelps Experience January 2015 - Present
Job Managing Director Corporate Finance / Restructuring at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
KP Asset Management LLC January 2013 - Present
Kinetic Partners November 2005 - January 2015
PricewaterhouseCoopers October 1996 - November 2005
Skills
Restructuring, Liquidation, Litigation Support, Insolvency, Corporate Recovery, Bankruptcy, Receiverships, Hedge Funds, Asset Management, Litigation, Due Diligence, Debt Restructuring, Financial Advisory, Financial Analysis, Turnaround, Asset Managment
Education
Queen's University 1987 — 1991
BComm (hons)
Duff & Phelps January 2015 - Present
KP Asset Management LLC January 2013 - Present
Kinetic Partners November 2005 - January 2015
PricewaterhouseCoopers October 1996 - November 2005
Skills
Restructuring, Liquidation, Litigation Support, Insolvency, Corporate Recovery, Bankruptcy, Receiverships, Hedge Funds, Asset Management, Litigation, Due Diligence, Debt Restructuring, Financial Advisory, Financial Analysis, Turnaround, Asset Managment
Education
Queen's University 1987 — 1991
BComm (hons)
James Baumann James Baumann's Duff & Phelps Experience January 2011 - April 2011
Job General Counsel at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings June 2015 - Present
JRK Property Holdings June 2011 - June 2015
Duff & Phelps January 2011 - April 2011
Bremer Whyte Brown & O'Meara May 2009 - August 2009
DIRECTV May 2008 - August 2008
Strategic Financial Group, LLC May 2007 - August 2007
Skills
Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Social Media, Real Estate, Management, Customer Service, Valuation, Asset Management
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
Pepperdine University
B.S., Finance
JRK Property Holdings June 2015 - Present
JRK Property Holdings June 2011 - June 2015
Duff & Phelps January 2011 - April 2011
Bremer Whyte Brown & O'Meara May 2009 - August 2009
DIRECTV May 2008 - August 2008
Strategic Financial Group, LLC May 2007 - August 2007
Skills
Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Social Media, Real Estate, Management, Customer Service, Valuation, Asset Management
Education
The College of William and Mary - Marshall Wythe Law School
J.D.
Pepperdine University
B.S., Finance
Monique Palmer Monique Palmer's Duff & Phelps Experience March 2008 - September 2013
Job Executive Assistant/Coordinator for At Home LLC
Industry Retail
Experience
At Home LLC September 2013 - Present
Duff & Phelps March 2008 - September 2013
Ameriprise Financial Services, Inc. October 2005 - March 2008
Skills
Office Administration, Event Planning, Project Coordination, Staff Supervision, Recruiting, Executive..., Property Tax
Education
The University of Texas at Dallas 1999 — 2001
Bachelor of Arts (BA), Literary Studies
Richland College 1997 — 2001
Associate of Arts (AA)
At Home LLC September 2013 - Present
Duff & Phelps March 2008 - September 2013
Ameriprise Financial Services, Inc. October 2005 - March 2008
Skills
Office Administration, Event Planning, Project Coordination, Staff Supervision, Recruiting, Executive..., Property Tax
Education
The University of Texas at Dallas 1999 — 2001
Bachelor of Arts (BA), Literary Studies
Richland College 1997 — 2001
Associate of Arts (AA)
Brian Rodriguez Brian Rodriguez's Duff & Phelps Experience June 2013 - September 2014
Job Learning Design Author at Cengage Learning
Industry E-Learning
Experience
Cengage Learning September 2014 - Present
Duff & Phelps June 2013 - September 2014
San Diego State University August 2012 - May 2013
San Diego/Imperial County Community College Association August 2012 - May 2013
Union Bank May 2012 - December 2012
San Diego State University August 2011 - May 2012
Skills
Finance, Leadership, Social Media, Customer Service, Leadership Development, Social Networking, Team Leadership, Business Analysis, Strategic Planning, Project Management, Team Building, Risk Management, Training, Project Planning, Teamwork
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Economics, GPA: 3.96
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Joint-Mathematics and Economics, GPA: 3.52
Cengage Learning September 2014 - Present
Duff & Phelps June 2013 - September 2014
San Diego State University August 2012 - May 2013
San Diego/Imperial County Community College Association August 2012 - May 2013
Union Bank May 2012 - December 2012
San Diego State University August 2011 - May 2012
Skills
Finance, Leadership, Social Media, Customer Service, Leadership Development, Social Networking, Team Leadership, Business Analysis, Strategic Planning, Project Management, Team Building, Risk Management, Training, Project Planning, Teamwork
Education
San Diego State University-California State University 2011 — 2013
Master of Arts (M.A.), Economics, GPA: 3.96
University of California, San Diego 2004 — 2008
Bachelor of Arts (BA), Joint-Mathematics and Economics, GPA: 3.52
Bruce Sivilay Bruce Sivilay's Duff & Phelps Experience July 2015 - Present
Job Real Estate Analyst at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps July 2015 - Present
Fisher Investments January 2015 - July 2015
Financial Analysis & Management Education (FAME) at San Francisco State University August 2014 - June 2015
NAI Northern California August 2014 - December 2014
Office of International Programs at San Francisco State University August 2014 - December 2014
Wells Fargo July 2013 - January 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Teamwork, Due Diligence, Working knowledge of...
Education
San Francisco State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance with Certificate in Commercial Real Estate
American Business School Paris 2014 — 2014
Finance, International Economics
Duff & Phelps July 2015 - Present
Fisher Investments January 2015 - July 2015
Financial Analysis & Management Education (FAME) at San Francisco State University August 2014 - June 2015
NAI Northern California August 2014 - December 2014
Office of International Programs at San Francisco State University August 2014 - December 2014
Wells Fargo July 2013 - January 2014
Skills
Finance, Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Banking, Teamwork, Due Diligence, Working knowledge of...
Education
San Francisco State University 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance with Certificate in Commercial Real Estate
American Business School Paris 2014 — 2014
Finance, International Economics
Paul Legoudes Paul Legoudes's Duff & Phelps Experience 2004 - 2006
Job Director Valuation Services at Opportune LLP
Industry Accounting
Experience
Opportune LLP October 2014 - Present
PricewaterhouseCoopers May 2006 - October 2014
Duff & Phelps 2004 - 2006
Arthur Andersen & Co. 1999 - 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Sam Houston State University 1995 — 1999
BBA, Accounting
Opportune LLP October 2014 - Present
PricewaterhouseCoopers May 2006 - October 2014
Duff & Phelps 2004 - 2006
Arthur Andersen & Co. 1999 - 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Sam Houston State University 1995 — 1999
BBA, Accounting
Emily Kastner Spitz Emily Kastner Spitz's Duff & Phelps Experience April 2008 - May 2010
Job Finance Manager North America Nutrition Commercial Planning at PepsiCo
Industry Financial Services
Experience
PepsiCo April 2015 - Present
Spot Trading LLC March 2014 - March 2015
Spot Trading LLC May 2010 - March 2014
Duff & Phelps April 2008 - May 2010
Duff & Phelps August 2006 - April 2008
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance, Management & Strategy
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Finance, Management & Organizations
PepsiCo April 2015 - Present
Spot Trading LLC March 2014 - March 2015
Spot Trading LLC May 2010 - March 2014
Duff & Phelps April 2008 - May 2010
Duff & Phelps August 2006 - April 2008
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance, Management & Strategy
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA, Finance, Management & Organizations
Alina Rocha, C.P.A., C.G.M.A. Alina Rocha, C.P.A., C.G.M.A.'s Duff & Phelps Experience 2009 - March 2010
Job Corporate Controller at Suez North America
Industry Utilities
Experience
Suez North America January 2015 - Present
United Water Suez March 2012 - December 2014
United Water Suez March 2012 - October 2012
Ralph Lauren February 2011 - February 2012
State of NJ, Commissioner's Office 2010 - February 2011
Duff & Phelps 2009 - March 2010
Tyco International November 2007 - March 2009
PSEG SERVICES COMPANY-ENERGY July 1996 - November 2007
Bell Atlantic (Verizon) October 1981 - July 1996
Arthur Andersen & Co. May 1979 - October 1981
Skills
SOX, Financial Reporting, SEC reporting, Corporate Finance, Budgeting, Process Improvement, Planning, Contract Management, Technical Accounting, Revenue Forecasting, Internal Controls, Consolidation, Financial Analysis, US GAAP, Variance Analysis, Cash Flow, Revenue Recognition, Financial Accounting, General Ledger, Financial Planning, Audit, Forecasting, Financial Control, Mergers, Account Reconciliation, Reconciliation, SAP, Due Diligence, Fixed Assets, Compliance, Payroll, Accounts Receivable, Financial Management, Accounts Payable, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Audit, Accounting, IFRS, SEC filings, Financial Statements, Finance, Budgets
Education
CPA in NJ
Rutgers, The State University of New Jersey-Newark
Bachelor's degree
Suez North America January 2015 - Present
United Water Suez March 2012 - December 2014
United Water Suez March 2012 - October 2012
Ralph Lauren February 2011 - February 2012
State of NJ, Commissioner's Office 2010 - February 2011
Duff & Phelps 2009 - March 2010
Tyco International November 2007 - March 2009
PSEG SERVICES COMPANY-ENERGY July 1996 - November 2007
Bell Atlantic (Verizon) October 1981 - July 1996
Arthur Andersen & Co. May 1979 - October 1981
Skills
SOX, Financial Reporting, SEC reporting, Corporate Finance, Budgeting, Process Improvement, Planning, Contract Management, Technical Accounting, Revenue Forecasting, Internal Controls, Consolidation, Financial Analysis, US GAAP, Variance Analysis, Cash Flow, Revenue Recognition, Financial Accounting, General Ledger, Financial Planning, Audit, Forecasting, Financial Control, Mergers, Account Reconciliation, Reconciliation, SAP, Due Diligence, Fixed Assets, Compliance, Payroll, Accounts Receivable, Financial Management, Accounts Payable, Auditing, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Audit, Accounting, IFRS, SEC filings, Financial Statements, Finance, Budgets
Education
CPA in NJ
Rutgers, The State University of New Jersey-Newark
Bachelor's degree
Janice Huiying Li Janice Huiying Li's Duff & Phelps Experience July 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Moody's Analytics October 2014 - March 2015
China Development Bank Guangxi Branch September 2013 - December 2013
Nanning Weining Assets Management July 2013 - September 2013
Sealand Securities January 2013 - March 2013
Sealand Securities, Jiaoyu Road Outlet August 2012 - September 2012
Industrial and Commercial Bank of China, Internal Audit Office June 2012 - July 2012
Skills
SQL, Matlab, Financial Analysis, R, Stata, SPSS, C/C++, Stochastic Calculus, Statistics, Probability, Microsoft Excel, Econometrics, Financial Econometrics, C
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master's Degree, Financial Engineering
Renmin University of China 2009 — 2013
Bachelor's Degree, Financial Engineering, 3.77
Duff & Phelps July 2015 - Present
Moody's Analytics October 2014 - March 2015
China Development Bank Guangxi Branch September 2013 - December 2013
Nanning Weining Assets Management July 2013 - September 2013
Sealand Securities January 2013 - March 2013
Sealand Securities, Jiaoyu Road Outlet August 2012 - September 2012
Industrial and Commercial Bank of China, Internal Audit Office June 2012 - July 2012
Skills
SQL, Matlab, Financial Analysis, R, Stata, SPSS, C/C++, Stochastic Calculus, Statistics, Probability, Microsoft Excel, Econometrics, Financial Econometrics, C
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master's Degree, Financial Engineering
Renmin University of China 2009 — 2013
Bachelor's Degree, Financial Engineering, 3.77
Edward Podwin Edward Podwin's Duff & Phelps Experience 2005 - Present
Job Director of International Finance at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PwC January 1987 - September 2001
Education
Pace University 1993 — 1998
MBA, MIS
The King's College 1981 — 1985
BS, Economics
Duff & Phelps 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PwC January 1987 - September 2001
Education
Pace University 1993 — 1998
MBA, MIS
The King's College 1981 — 1985
BS, Economics
Ben Clement's Duff & Phelps Experience September 2015 - Present
Job Senior Associate, Valuation Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps December 2013 - May 2014
Phi Kappa Psi Fraternity January 2013 - January 2014
Duff & Phelps June 2013 - August 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Phi Kappa Psi Fraternity December 2011 - June 2012
Skills
Social Media, Microsoft Excel, Public Speaking, Leadership, Capital IQ, Enterprise Valuation, Financial Modeling
Education
The George Washington University - School of Business 2010 — 2014
Business Administration, Finance
Institut d'Etudes politiques de Paris 2012 — 2012
Duff & Phelps September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps December 2013 - May 2014
Phi Kappa Psi Fraternity January 2013 - January 2014
Duff & Phelps June 2013 - August 2013
Arthur J. Gallagher & Co. June 2012 - August 2012
Phi Kappa Psi Fraternity December 2011 - June 2012
Skills
Social Media, Microsoft Excel, Public Speaking, Leadership, Capital IQ, Enterprise Valuation, Financial Modeling
Education
The George Washington University - School of Business 2010 — 2014
Business Administration, Finance
Institut d'Etudes politiques de Paris 2012 — 2012
Helen (Shihan) Ma Helen (Shihan) Ma's Duff & Phelps Experience January 2012 - August 2012
Job Modeler at GECAS, PhD in Financial Math
Industry Financial Services
Experience
GE Capital Aviation Services (GECAS) January 2014 - Present
Duff & Phelps January 2012 - August 2012
Duff & Phelps August 2011 - January 2012
Skills
Quantitative Analytics, Stochastic Calculus, Statistics, Volatility, Finance, Mathematical Modeling, Probability, Derivatives, Financial Engineering, Matlab, Stochastic Processes, Quantitative Finance, Bloomberg, Capital IQ, Monte Carlo Simulation, Fixed Income, C++, VBA, Crystal Ball, Project Finance, Asset-backed...
Education
Northwestern University 2003 — 2010
PhD, Mathematics
University of Science and Technology of China 1999 — 2003
B.S., Mathematics
Beijing No.4 High School 1996 — 1999
GE Capital Aviation Services (GECAS) January 2014 - Present
Duff & Phelps January 2012 - August 2012
Duff & Phelps August 2011 - January 2012
Skills
Quantitative Analytics, Stochastic Calculus, Statistics, Volatility, Finance, Mathematical Modeling, Probability, Derivatives, Financial Engineering, Matlab, Stochastic Processes, Quantitative Finance, Bloomberg, Capital IQ, Monte Carlo Simulation, Fixed Income, C++, VBA, Crystal Ball, Project Finance, Asset-backed...
Education
Northwestern University 2003 — 2010
PhD, Mathematics
University of Science and Technology of China 1999 — 2003
B.S., Mathematics
Beijing No.4 High School 1996 — 1999
Jovonna Kirkling Jovonna Kirkling's Duff & Phelps Experience November 2010 - May 2011
Job Senior Environmental Specialist at GAI Consultants, Inc.
Industry Environmental Services
Experience
GAI Consultants, Inc. July 2011 - Present
Duff & Phelps November 2010 - May 2011
Robert Morris University January 2009 - April 2010
PennDOT June 2007 - August 2008
Skills
Environmental Awareness, Wetlands, Hydrology, Water, Soil, Groundwater, Environmental Permitting, Environmental Science, Water Quality, Environmental Compliance, Remediation, Environmental Consulting, Soil Sampling, Mitigation, NEPA, Water Resources
Education
Robert Morris University 2006 — 2010
Bachelor of Science, Environmental Science
GAI Consultants, Inc. July 2011 - Present
Duff & Phelps November 2010 - May 2011
Robert Morris University January 2009 - April 2010
PennDOT June 2007 - August 2008
Skills
Environmental Awareness, Wetlands, Hydrology, Water, Soil, Groundwater, Environmental Permitting, Environmental Science, Water Quality, Environmental Compliance, Remediation, Environmental Consulting, Soil Sampling, Mitigation, NEPA, Water Resources
Education
Robert Morris University 2006 — 2010
Bachelor of Science, Environmental Science
Ozlem Akcakoca's Duff & Phelps Experience July 2006 - July 2008
Job Strategic Initiatives Manager at MillerCoors
Industry Consumer Goods
Experience
MillerCoors July 2015 - Present
AegisAdvantage LLC. February 2011 - July 2015
Microsoft June 2009 - August 2009
Duff & Phelps July 2006 - July 2008
Standard & Poor's July 2005 - June 2006
Morgan Stanley May 2004 - September 2004
Skills
Product Management, Product Marketing, Cross-functional Team..., Customer Insight, Management, Strategy, Vendor Management, Analysis, Leadership, Analytics, Consulting, Marketing, Business Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
Oberlin College 2001 — 2005
BA, Computer Science, Mathematics
MillerCoors July 2015 - Present
AegisAdvantage LLC. February 2011 - July 2015
Microsoft June 2009 - August 2009
Duff & Phelps July 2006 - July 2008
Standard & Poor's July 2005 - June 2006
Morgan Stanley May 2004 - September 2004
Skills
Product Management, Product Marketing, Cross-functional Team..., Customer Insight, Management, Strategy, Vendor Management, Analysis, Leadership, Analytics, Consulting, Marketing, Business Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Marketing
Oberlin College 2001 — 2005
BA, Computer Science, Mathematics
Sean Hickey, CFA Sean Hickey, CFA's Duff & Phelps Experience March 2010 - July 2011
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs December 2011 - December 2014
Goldman Sachs July 2011 - December 2011
Duff & Phelps March 2010 - July 2011
Duff & Phelps January 2008 - March 2010
Marlin & Associates May 2007 - August 2007
Skills
Valuation, DCF, Equity Valuation, Business Valuation, Private Equity, Capital IQ, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Bloomberg, Due Diligence, Financial Modeling, Portfolio Management, Investments
Education
Penn State University 2003 — 2007
Economics, Macroeconomics, Money & Banking
Goldman Sachs January 2015 - Present
Goldman Sachs December 2011 - December 2014
Goldman Sachs July 2011 - December 2011
Duff & Phelps March 2010 - July 2011
Duff & Phelps January 2008 - March 2010
Marlin & Associates May 2007 - August 2007
Skills
Valuation, DCF, Equity Valuation, Business Valuation, Private Equity, Capital IQ, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Bloomberg, Due Diligence, Financial Modeling, Portfolio Management, Investments
Education
Penn State University 2003 — 2007
Economics, Macroeconomics, Money & Banking
Stephen Barry, CFA Stephen Barry, CFA's Duff & Phelps Experience March 2009 - April 2012
Job Director, Business Operations at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable July 2014 - Present
Comcast Cable April 2012 - July 2014
Duff & Phelps March 2009 - April 2012
Deloitte Financial Advisory Services LLP April 2006 - March 2009
Kane Reece Associates May 1999 - March 2006
Princeton Economics Group July 1997 - March 1999
Deloitte July 1995 - June 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics
Rutgers University-New Brunswick 1998 — 2001
BA, English
North Brunswick Township High School 1987 — 1991
Comcast Cable July 2014 - Present
Comcast Cable April 2012 - July 2014
Duff & Phelps March 2009 - April 2012
Deloitte Financial Advisory Services LLP April 2006 - March 2009
Kane Reece Associates May 1999 - March 2006
Princeton Economics Group July 1997 - March 1999
Deloitte July 1995 - June 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics
Rutgers University-New Brunswick 1998 — 2001
BA, English
North Brunswick Township High School 1987 — 1991
Bill Mink Bill Mink's Duff & Phelps Experience November 2006 - March 2014
Job Financial Reporting Global Operations
Industry Machinery
Experience
Atlas Copco USA July 2015 - Present
Electrolux North America January 2015 - April 2015
Duff & Phelps November 2006 - March 2014
Skills
Analysis, Forecasting, Finance, Financial Reporting, Budgets, Account Reconciliation, Data Analysis, Leadership, Financial Modeling, Management, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Classical Ballet
Education
Rutgers University-New Brunswick 1999 — 2005
BA, Economics & Computer Science
Rutgers University-New Brunswick 1999 — 2005
Atlas Copco USA July 2015 - Present
Electrolux North America January 2015 - April 2015
Duff & Phelps November 2006 - March 2014
Skills
Analysis, Forecasting, Finance, Financial Reporting, Budgets, Account Reconciliation, Data Analysis, Leadership, Financial Modeling, Management, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Classical Ballet
Education
Rutgers University-New Brunswick 1999 — 2005
BA, Economics & Computer Science
Rutgers University-New Brunswick 1999 — 2005
Mike Weinstein's Duff & Phelps Experience August 2011 - March 2014
Job Account Executive at SET by Conversant, an Epsilon company
Industry Marketing and Advertising
Experience
SET by Conversant (an Epsilon company) April 2014 - Present
Duff & Phelps August 2011 - March 2014
BlackRock August 2010 - August 2011
Kaufman Bros. May 2009 - July 2009
Skills
Video Advertising, Product Marketing, Ad Networks, Start-ups, Online Marketing, Digital Media, Online Advertising, Valuation, Investment Banking, Capital Markets, Capital IQ, Asset Managment, DCF, Venture Capital, Asset Management, Account Management, Ad Serving, Advertising Operations, Advertising, Client Services
Education
Penn State University 2006 — 2010
Bsci, Finance
SET by Conversant (an Epsilon company) April 2014 - Present
Duff & Phelps August 2011 - March 2014
BlackRock August 2010 - August 2011
Kaufman Bros. May 2009 - July 2009
Skills
Video Advertising, Product Marketing, Ad Networks, Start-ups, Online Marketing, Digital Media, Online Advertising, Valuation, Investment Banking, Capital Markets, Capital IQ, Asset Managment, DCF, Venture Capital, Asset Management, Account Management, Ad Serving, Advertising Operations, Advertising, Client Services
Education
Penn State University 2006 — 2010
Bsci, Finance
Kristen Solda Kristen Solda's Duff & Phelps Experience May 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps May 2014 - Present
PwC October 2012 - May 2014
PricewaterhouseCoopers October 2008 - October 2012
Bennett Jones LLP May 2007 - August 2007
Skills
Assurance, IFRS, US GAAP, Auditing, External Audit, Internal Controls, Financial Accounting, GAAP, Financial Reporting, Accounting, Canadian GAAP, Financial Analysis, Sarbanes-Oxley Act, Corporate Tax, Internal Audit, Financial Modeling, Business Valuation, Due Diligence, Cash Flow, Valuation, Tax
Education
Queen's University 2004 — 2008
Bcomm, accounting
Duff & Phelps May 2014 - Present
PwC October 2012 - May 2014
PricewaterhouseCoopers October 2008 - October 2012
Bennett Jones LLP May 2007 - August 2007
Skills
Assurance, IFRS, US GAAP, Auditing, External Audit, Internal Controls, Financial Accounting, GAAP, Financial Reporting, Accounting, Canadian GAAP, Financial Analysis, Sarbanes-Oxley Act, Corporate Tax, Internal Audit, Financial Modeling, Business Valuation, Due Diligence, Cash Flow, Valuation, Tax
Education
Queen's University 2004 — 2008
Bcomm, accounting
Olga Barlow's Duff & Phelps Experience October 2007 - March 2010
Job FCPA Compliance
Industry Oil & Energy
Experience
Ensco plc 2014 - Present
Navigant July 2012 - December 2013
Grant Thornton LLP April 2010 - July 2012
Duff & Phelps October 2007 - March 2010
Skills
Valuation, Financial Modeling, Auditing, DCF, Analysis, Business Valuation, Due Diligence, Financial Analysis, Forensic Accounting, Financial Reporting, Internal Audit, Mergers, Litigation Support, Damages, International Market..., International Business..., International Market..., International Strategy, International Business..., Market Entry, Competitive Intelligence, Market Intelligence, Competitive Insight, Marketing Intelligence, SWOT analysis, Factiva, Capital IQ, PEST Analysis, Blue Ocean Strategy, Mergers & Acquisitions, Qualitative Research, Strategy, Management Consulting, Financial Services, Finance, Consulting
Education
Rice University 2009 — 2009
Global Human Resources
University of Maryland University College 2006 — 2008
MBA, Global Business
University of Maryland University College 2002 — 2004
Bachelor of Science, Accounting
Ensco plc 2014 - Present
Navigant July 2012 - December 2013
Grant Thornton LLP April 2010 - July 2012
Duff & Phelps October 2007 - March 2010
Skills
Valuation, Financial Modeling, Auditing, DCF, Analysis, Business Valuation, Due Diligence, Financial Analysis, Forensic Accounting, Financial Reporting, Internal Audit, Mergers, Litigation Support, Damages, International Market..., International Business..., International Market..., International Strategy, International Business..., Market Entry, Competitive Intelligence, Market Intelligence, Competitive Insight, Marketing Intelligence, SWOT analysis, Factiva, Capital IQ, PEST Analysis, Blue Ocean Strategy, Mergers & Acquisitions, Qualitative Research, Strategy, Management Consulting, Financial Services, Finance, Consulting
Education
Rice University 2009 — 2009
Global Human Resources
University of Maryland University College 2006 — 2008
MBA, Global Business
University of Maryland University College 2002 — 2004
Bachelor of Science, Accounting
Ajay Patel's Duff & Phelps Experience March 2015 - Present
Job
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Skills
Financial Modeling, Valuation, Private Equity, Equities, Hedge Funds, Investments, Analysis, DCF, Business Valuation, Healthcare, Pharmaceutical Industry, Telecommunications, Benchmarking, Intangible Assets, Inventory Valuation, Return on Investment..., Capital Budgeting, Capital IQ, Mentoring, Microsoft Excel, Excel models, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Finance
Duff & Phelps March 2015 - Present
Skills
Financial Modeling, Valuation, Private Equity, Equities, Hedge Funds, Investments, Analysis, DCF, Business Valuation, Healthcare, Pharmaceutical Industry, Telecommunications, Benchmarking, Intangible Assets, Inventory Valuation, Return on Investment..., Capital Budgeting, Capital IQ, Mentoring, Microsoft Excel, Excel models, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BS, Finance
Christie Davis's Duff & Phelps Experience 1999 - 2001
Job SVP/Relationship Manager Healthcare Financial Services at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Katherine Bates's Duff & Phelps Experience October 2006 - February 2011
Job Pwc Deals Project Management Advisory
Industry Financial Services
Experience
PwC August 2013 - Present
PwC March 2011 - August 2013
Duff & Phelps October 2006 - February 2011
Duff & Phelps August 2004 - October 2006
Smith Barney 2003 - 2003
Thomson Reuters 1999 - 2002
Check Point Software Technologies 1998 - 1999
California Pizza Kitchen 1994 - 1998
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master’s Degree, Organization Development
New York University - School of Continuing and Professional Studies 2014 — 2015
Certificate in Leadership and Organizational Development
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
University of California, San Diego 1989 — 1994
Bachelor of Arts, United States History
PwC August 2013 - Present
PwC March 2011 - August 2013
Duff & Phelps October 2006 - February 2011
Duff & Phelps August 2004 - October 2006
Smith Barney 2003 - 2003
Thomson Reuters 1999 - 2002
Check Point Software Technologies 1998 - 1999
California Pizza Kitchen 1994 - 1998
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
Master’s Degree, Organization Development
New York University - School of Continuing and Professional Studies 2014 — 2015
Certificate in Leadership and Organizational Development
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Accounting
University of California, San Diego 1989 — 1994
Bachelor of Arts, United States History
Henry W. Hayssen's Duff & Phelps Experience 1992 - 2000
Job Principal Financial Analyst at Federal Housing Finance Agency
Industry Investment Management
Experience
Federal Housing Finance Agency October 2012 - Present
Nine West Advisors February 2011 - October 2012
Deutsche Bank Securities May 2009 - February 2011
Nine West Advisors March 2008 - May 2009
C-BASS January 2003 - March 2008
The Murrayhill Company March 2002 - December 2002
Columbia Management February 2000 - March 2002
Duff & Phelps Credit Ratings Company May 1992 - February 2000
Fitch Ratings May 1992 - February 2000
Duff & Phelps 1992 - 2000
Skills
Fixed Income, Capital Markets, Credit, Due Diligence, Portfolio Management, Structured Finance, Banking, Mortgage Lending, Analysis, Finance, Investment Banking, ABS, Credit Risk, Loans, Securities, MBS, Risk Management, Securitization, Bonds
Education
The University of Chicago 1982 — 1984
MBA
Oberlin College 1975 — 1979
BA
Federal Housing Finance Agency October 2012 - Present
Nine West Advisors February 2011 - October 2012
Deutsche Bank Securities May 2009 - February 2011
Nine West Advisors March 2008 - May 2009
C-BASS January 2003 - March 2008
The Murrayhill Company March 2002 - December 2002
Columbia Management February 2000 - March 2002
Duff & Phelps Credit Ratings Company May 1992 - February 2000
Fitch Ratings May 1992 - February 2000
Duff & Phelps 1992 - 2000
Skills
Fixed Income, Capital Markets, Credit, Due Diligence, Portfolio Management, Structured Finance, Banking, Mortgage Lending, Analysis, Finance, Investment Banking, ABS, Credit Risk, Loans, Securities, MBS, Risk Management, Securitization, Bonds
Education
The University of Chicago 1982 — 1984
MBA
Oberlin College 1975 — 1979
BA
Danny Nakada's Duff & Phelps Experience April 2010 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps August 2007 - April 2010
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis
Education
Pepperdine University 2003 — 2007
B.S., Finance
Punahou School
Duff & Phelps April 2010 - Present
Duff & Phelps August 2007 - April 2010
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis
Education
Pepperdine University 2003 — 2007
B.S., Finance
Punahou School
Nicholas Luebker's Duff & Phelps Experience April 2008 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2008 - Present
Duff & Phelps April 2008 - Present
Education
Northwestern University 2004 — 2008
Duff & Phelps April 2008 - Present
Duff & Phelps April 2008 - Present
Education
Northwestern University 2004 — 2008
Terri Rich, CPA's Duff & Phelps Experience November 2009 - April 2014
Job Finance at Alcoa
Industry Accounting
Experience
Alcoa May 2014 - Present
Duff & Phelps November 2009 - April 2014
Unity Charter School 2013 - 2014
Maersk January 2007 - April 2009
Maersk Logistics January 2007 - April 2009
APM Global Logistics January 2007 - April 2009
Philips 2003 - 2007
Philips Consumer Lifestyle 2003 - 2006
Nabisco 2000 - 2003
Cy Drake Locksmith 1988 - 1991
Skills
Accounting, Auditing, Budgets, Corporate Finance, Finance, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, General Ledger, Internal Controls
Education
Rider University 1984 — 1988
Finance
Alcoa May 2014 - Present
Duff & Phelps November 2009 - April 2014
Unity Charter School 2013 - 2014
Maersk January 2007 - April 2009
Maersk Logistics January 2007 - April 2009
APM Global Logistics January 2007 - April 2009
Philips 2003 - 2007
Philips Consumer Lifestyle 2003 - 2006
Nabisco 2000 - 2003
Cy Drake Locksmith 1988 - 1991
Skills
Accounting, Auditing, Budgets, Corporate Finance, Finance, Account Reconciliation, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, General Ledger, Internal Controls
Education
Rider University 1984 — 1988
Finance
Nicholas Collins's Duff & Phelps Experience 2010 - Present
Job Investment Banking Director at Duff and Phelps Securities
Industry Investment Banking
Experience
Duff & Phelps 2010 - Present
Wells Fargo Securities 2007 - 2009
Wells Fargo Bank 2005 - 2007
Golf Digest June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, M, DCF, Series 7, Capital IQ, LBO, Investments
Education
Northwestern University 2001 — 2005
B.S., Economics and Journalism
Duff & Phelps 2010 - Present
Wells Fargo Securities 2007 - 2009
Wells Fargo Bank 2005 - 2007
Golf Digest June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Financial Analysis, M, DCF, Series 7, Capital IQ, LBO, Investments
Education
Northwestern University 2001 — 2005
B.S., Economics and Journalism
Patrick Jensen's Duff & Phelps Experience October 2000 - November 2012
Job Managing Director at Prairie Capital LP
Industry Venture Capital & Private Equity
Experience
Prairie Capital LP November 2012 - Present
Duff & Phelps October 2000 - November 2012
Vine Street Partners, Inc. July 1998 - October 2000
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Northwestern University - Kellogg School of Management
MBA, Finance
Prairie Capital LP November 2012 - Present
Duff & Phelps October 2000 - November 2012
Vine Street Partners, Inc. July 1998 - October 2000
Education
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Finance
Northwestern University - Kellogg School of Management
MBA, Finance
Evan Cooney, CFA's Duff & Phelps Experience 2007 - 2010
Job Summer Consultant at The Boston Consulting Group
Industry Venture Capital & Private Equity
Experience
The Boston Consulting Group June 2015 - Present
Waud Capital Partners 2015 - 2015
Voyager Capital 2014 - 2015
Stoneledge Partners 2013 - 2014
Motricity 2010 - 2013
Duff & Phelps 2007 - 2010
Skills
Valuation, Corporate Development, Corporate Finance, Due Diligence, Restructuring, Deal Sourcing, Corporate Strategy..., Business Strategy, M&A execution, Private Equity, LBO, Principal Investing, International M&A, M&A Modeling, Capital Markets, Investment Strategies, Business Development, Capital Structure, Mobile Technology, Telecommunications, Venture Capital, GTM, Competitive Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
The Boston Consulting Group June 2015 - Present
Waud Capital Partners 2015 - 2015
Voyager Capital 2014 - 2015
Stoneledge Partners 2013 - 2014
Motricity 2010 - 2013
Duff & Phelps 2007 - 2010
Skills
Valuation, Corporate Development, Corporate Finance, Due Diligence, Restructuring, Deal Sourcing, Corporate Strategy..., Business Strategy, M&A execution, Private Equity, LBO, Principal Investing, International M&A, M&A Modeling, Capital Markets, Investment Strategies, Business Development, Capital Structure, Mobile Technology, Telecommunications, Venture Capital, GTM, Competitive Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Seattle Pacific University 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Anuja Desikan Perkins's Duff & Phelps Experience July 2010 - September 2011
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Duff & Phelps July 2010 - September 2011
Goldman Sachs September 2008 - July 2010
UBS Investment Bank July 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
McKinsey & Company August 2013 - Present
McKinsey & Company June 2012 - August 2012
Duff & Phelps July 2010 - September 2011
Goldman Sachs September 2008 - July 2010
UBS Investment Bank July 2006 - September 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Northwestern University 2002 — 2006
Bachelor of Science, Computer Engineering
Brian Keeling's Duff & Phelps Experience February 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2015 - Present
American Appraisal March 2014 - February 2015
Corporate Valuation Advisors August 2007 - March 2014
Skills
Business Valuation, Valuation, Financial Modeling, Excel, Risk Management, DCF, Equity Valuation, Industry Analysis, Mergers, Asset Allocation, Financial Analysis, Equity Research, Investments, Finance, Due Diligence, Corporate Finance, Private Equity, Analysis, Equities, Restructuring, Strategic Planning, Portfolio Management, Strategy, Capital Markets
Education
University of Wisconsin-Milwaukee 2012 — 2015
Master of Business Administration (M.B.A.), Financial Strategy
Santa Clara University 2003 — 2007
Bachelor of Science, Finance
Duff & Phelps February 2015 - Present
American Appraisal March 2014 - February 2015
Corporate Valuation Advisors August 2007 - March 2014
Skills
Business Valuation, Valuation, Financial Modeling, Excel, Risk Management, DCF, Equity Valuation, Industry Analysis, Mergers, Asset Allocation, Financial Analysis, Equity Research, Investments, Finance, Due Diligence, Corporate Finance, Private Equity, Analysis, Equities, Restructuring, Strategic Planning, Portfolio Management, Strategy, Capital Markets
Education
University of Wisconsin-Milwaukee 2012 — 2015
Master of Business Administration (M.B.A.), Financial Strategy
Santa Clara University 2003 — 2007
Bachelor of Science, Finance
Daniel Bayston's Duff & Phelps Experience 1983 - 2008
Job Managing Director at Cognient Group and Independent Board Member
Industry Financial Services
Experience
Cognient Group, LLC June 2009 - Present
Duff & Phelps 1983 - 2008
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Cognient Group, LLC June 2009 - Present
Duff & Phelps 1983 - 2008
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
Katherine Mayock Klenda's Duff & Phelps Experience October 2012 - Present
Job Vice President Valuation Advisory at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2012 - Present
Duff & Phelps August 2007 - September 2012
Quest Diagnostics May 2006 - March 2007
General Refractories Inc. January 2004 - January 2006
Skills
Valuation, Financial Modeling, Business Valuation, DCF, Financial Analysis, Corporate Finance, Private Equity, Equity Valuation, M&A experience, Investments, Fairness Opinions, Mergers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
BS, Finance, Spanish
Duff & Phelps October 2012 - Present
Duff & Phelps August 2007 - September 2012
Quest Diagnostics May 2006 - March 2007
General Refractories Inc. January 2004 - January 2006
Skills
Valuation, Financial Modeling, Business Valuation, DCF, Financial Analysis, Corporate Finance, Private Equity, Equity Valuation, M&A experience, Investments, Fairness Opinions, Mergers
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
BS, Finance, Spanish
Lincoln Xia's Duff & Phelps Experience March 2013 - May 2015
Job CoFounder at Tapr LLC
Industry Investment Banking
Experience
Accord Power Inc. February 2015 - Present
Tapr LLC March 2014 - Present
Duff & Phelps March 2013 - May 2015
Duff & Phelps October 2010 - March 2013
Credit Suisse First Boston June 2008 - October 2010
Skills
Fixed Income, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Capital Markets, Equities, Investment Banking, Bloomberg, Microsoft Office, Private Equity, Business Analysis, Financial Analysis, Analysis, Business Process..., Corporate Finance, Due Diligence, Business Strategy
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science (B.S.) - Finance, Minor in Economics and Chinese Studies, Cum Laude
Accord Power Inc. February 2015 - Present
Tapr LLC March 2014 - Present
Duff & Phelps March 2013 - May 2015
Duff & Phelps October 2010 - March 2013
Credit Suisse First Boston June 2008 - October 2010
Skills
Fixed Income, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Capital Markets, Equities, Investment Banking, Bloomberg, Microsoft Office, Private Equity, Business Analysis, Financial Analysis, Analysis, Business Process..., Corporate Finance, Due Diligence, Business Strategy
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science (B.S.) - Finance, Minor in Economics and Chinese Studies, Cum Laude
Aishe (Kadiev) Miric's Duff & Phelps Experience December 2008 - February 2010
Job Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown March 2014 - Present
Walsh & Borresen, LLC March 2010 - February 2014
Duff & Phelps December 2008 - February 2010
The Sziklay Borresen Group LLC April 2005 - November 2008
Skills
Tax, CPA, Tax Research, Tax Accounting, Corporate Tax
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BS, Accounting
WithumSmith+Brown March 2014 - Present
Walsh & Borresen, LLC March 2010 - February 2014
Duff & Phelps December 2008 - February 2010
The Sziklay Borresen Group LLC April 2005 - November 2008
Skills
Tax, CPA, Tax Research, Tax Accounting, Corporate Tax
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
BS, Accounting
Michelle Halliburton's Duff & Phelps Experience June 2003 - June 2008
Job Sr. Director of Finance at WNYC Radio
Industry Accounting
Experience
WNYC Radio December 2008 - Present
Duff & Phelps June 2003 - June 2008
Standard & Poor's Corporate Value Consulting June 2003 - September 2005
Walker Thomas Associates 1988 - 2003
Rosen Seymour Shapss Martin & Company LLP February 1998 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Budgeting
Education
Queens College 1990 — 1995
BA, Accounting
WNYC Radio December 2008 - Present
Duff & Phelps June 2003 - June 2008
Standard & Poor's Corporate Value Consulting June 2003 - September 2005
Walker Thomas Associates 1988 - 2003
Rosen Seymour Shapss Martin & Company LLP February 1998 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Budgeting
Education
Queens College 1990 — 1995
BA, Accounting
David Turf's Duff & Phelps Experience September 1997 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 1997 - Present
Corus Bank June 1991 - September 1997
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance and Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science, Finance
Duff & Phelps September 1997 - Present
Corus Bank June 1991 - September 1997
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance and Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Bachelor of Science, Finance
Jocelyn Plack Deshur's Duff & Phelps Experience 2004 - 2007
Job Marketing Manager, HERE
Industry Marketing and Advertising
Experience
HERE, a Nokia business 2010 - Present
Ecoscene, Inc 2008 - 2010
Self Employed 2007 - 2010
Duff & Phelps 2004 - 2007
Deloitte 2003 - 2004
Skills
Social Media, Marketing Communications, Marketing Strategy, Digital Strategy, Start-ups, Digital Marketing, Integrated Marketing, Product Marketing, Mobile Marketing, Brand Development, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Washington University in St. Louis 1998 — 2002
BSBA, International Business, Spanish
Pontificia Universidad Católica de Chile 2001 — 2001
HERE, a Nokia business 2010 - Present
Ecoscene, Inc 2008 - 2010
Self Employed 2007 - 2010
Duff & Phelps 2004 - 2007
Deloitte 2003 - 2004
Skills
Social Media, Marketing Communications, Marketing Strategy, Digital Strategy, Start-ups, Digital Marketing, Integrated Marketing, Product Marketing, Mobile Marketing, Brand Development, Strategy
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Washington University in St. Louis 1998 — 2002
BSBA, International Business, Spanish
Pontificia Universidad Católica de Chile 2001 — 2001
Lavanya Maringanti's Duff & Phelps Experience February 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps February 2014 - Present
Duff & Phelps March 2012 - Present
Deloitte 2009 - 2011
Skills
Manual Testing, Quality Center, Software Quality..., SQL, System Testing, Test Planning, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Test Management, TFS, QTP, HP Quality Center, SQL Server Management..., Scrum, Microsoft Test Manager, Unix, ClearCase, SharePoint, Integration Testing
Education
Osmania University
Master of Business Administration (MBA), Finance and IT Systems
Duff & Phelps February 2014 - Present
Duff & Phelps March 2012 - Present
Deloitte 2009 - 2011
Skills
Manual Testing, Quality Center, Software Quality..., SQL, System Testing, Test Planning, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Test Management, TFS, QTP, HP Quality Center, SQL Server Management..., Scrum, Microsoft Test Manager, Unix, ClearCase, SharePoint, Integration Testing
Education
Osmania University
Master of Business Administration (MBA), Finance and IT Systems
Tammy Jamerson's Duff & Phelps Experience December 2006 - Present
Job Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps December 2006 - Present
Duff & Phelps November 2006 - Present
Skills
Administrative..., Executive..., Microsoft Office, Administrative..., Microsoft Excel, Lotus Notes, Financial Analysis, Travel Arrangements, Customer Service, Office Management
Education
Northwestern College 2004 — 2006
Associate of Science (A.S.)
Duff & Phelps December 2006 - Present
Duff & Phelps November 2006 - Present
Skills
Administrative..., Executive..., Microsoft Office, Administrative..., Microsoft Excel, Lotus Notes, Financial Analysis, Travel Arrangements, Customer Service, Office Management
Education
Northwestern College 2004 — 2006
Associate of Science (A.S.)
Justin Kao's Duff & Phelps Experience March 2007 - October 2010
Job Manager, Deal Analysis at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios November 2013 - Present
The Walt Disney Studios October 2010 - November 2013
Duff & Phelps March 2007 - October 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, PowerPoint, Excel, Access, Word, Forecasting, Process Improvement, Business Strategy, SAP BW, Cognos, Valuation, Microsoft Excel, Corporate Finance
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
University of Southern California 2003 — 2006
B.S., Finance
Punahou School
The Walt Disney Studios November 2013 - Present
The Walt Disney Studios October 2010 - November 2013
Duff & Phelps March 2007 - October 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, PowerPoint, Excel, Access, Word, Forecasting, Process Improvement, Business Strategy, SAP BW, Cognos, Valuation, Microsoft Excel, Corporate Finance
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
University of Southern California 2003 — 2006
B.S., Finance
Punahou School
Jonathan Squibb's Duff & Phelps Experience Assurance InternPricewaterhouseCoopersJune 2006 - September 2006
Job Due Diligence Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps Assurance InternPricewaterhouseCoopersJune 2006 - September 2006
Education
Rutgers University-New Brunswick 2004 — 2008
Accounting, Accounting, Writing
Duff & Phelps Assurance InternPricewaterhouseCoopersJune 2006 - September 2006
Education
Rutgers University-New Brunswick 2004 — 2008
Accounting, Accounting, Writing
Jonathan Squibb's Duff & Phelps Experience July 2008 - October 2008
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC June 2009 - June 2015
Duff & Phelps July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Auditing, CPA, SEC filings, US GAAP, PCAOB standards, Member of AICPA, Sarbanes-Oxley, Continuous Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2009
Masters, Accounting, GPA - 3.77
Rutgers University-New Brunswick 2004 — 2008
Bachelors, Accounting, Professional Writing
PwC July 2015 - Present
PwC June 2009 - June 2015
Duff & Phelps July 2008 - October 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Auditing, CPA, SEC filings, US GAAP, PCAOB standards, Member of AICPA, Sarbanes-Oxley, Continuous Improvement
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2009
Masters, Accounting, GPA - 3.77
Rutgers University-New Brunswick 2004 — 2008
Bachelors, Accounting, Professional Writing
Kyla Bachtell's Duff & Phelps Experience August 2010 - May 2011
Job MBA Candidate at the Kellogg School of Management
Industry Financial Services
Experience
Prudential Capital Group July 2013 - July 2015
Prudential Capital Group May 2011 - July 2013
Duff & Phelps August 2010 - May 2011
Crowe Horwath LLP May 2009 - August 2009
Skills
Valuation, Internal Audit, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Accounting, Investments, Financial Reporting, Bloomberg, Microsoft Excel, Capital IQ, Capital Markets, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Summa Cum Laude, Finance, Spanish
Prudential Capital Group July 2013 - July 2015
Prudential Capital Group May 2011 - July 2013
Duff & Phelps August 2010 - May 2011
Crowe Horwath LLP May 2009 - August 2009
Skills
Valuation, Internal Audit, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Accounting, Investments, Financial Reporting, Bloomberg, Microsoft Excel, Capital IQ, Capital Markets, Finance, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Summa Cum Laude, Finance, Spanish
Peggy Marks's Duff & Phelps Experience
Job Accounts Payable Manager at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps
Skills
Financial Reporting, Accounting, Accounts Payable, General Ledger, Fixed Assets, Internal Controls, Financial Analysis, Account Reconciliation, GAAP, PeopleSoft, Sarbanes-Oxley Act, Financial Accounting, Auditing, Cash Flow, US GAAP
Education
Rutgers University
BS Accounting
Duff & Phelps
Skills
Financial Reporting, Accounting, Accounts Payable, General Ledger, Fixed Assets, Internal Controls, Financial Analysis, Account Reconciliation, GAAP, PeopleSoft, Sarbanes-Oxley Act, Financial Accounting, Auditing, Cash Flow, US GAAP
Education
Rutgers University
BS Accounting
Melody Peaten's Duff & Phelps Experience December 2008 - February 2010
Job Senior Accountant at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown March 2014 - Present
Walsh & Borresen, LLC 2010 - March 2014
Duff & Phelps December 2008 - February 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Accountacy, Taxation
St. Peter's College
BSBA, Accounting
WithumSmith+Brown March 2014 - Present
Walsh & Borresen, LLC 2010 - March 2014
Duff & Phelps December 2008 - February 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Accountacy, Taxation
St. Peter's College
BSBA, Accounting
Jean Mead's Duff & Phelps Experience January 2014 - September 2014
Job Advanced Certified Paralegal
Industry Legal Services
Experience
Duff & Phelps January 2014 - September 2014
Liskow & Lewis 2008 - 2009
Event Network April 2002 - September 2003
Skills
Human Resources, LexisNexis, Litigation, Trials, Westlaw, Legal Writing, Management, Civil Litigation
Education
Rice University 2006 — 2007
certification, Paralegal
Panama Canal College
Associate, Foreign Language - Spanish; Child Development
University of Central Texas
B.S., Business Administration
Duff & Phelps January 2014 - September 2014
Liskow & Lewis 2008 - 2009
Event Network April 2002 - September 2003
Skills
Human Resources, LexisNexis, Litigation, Trials, Westlaw, Legal Writing, Management, Civil Litigation
Education
Rice University 2006 — 2007
certification, Paralegal
Panama Canal College
Associate, Foreign Language - Spanish; Child Development
University of Central Texas
B.S., Business Administration
Robert J Moore, CFA's Duff & Phelps Experience 1993 - 1996
Job CEO, LGIMA
Industry Financial Services
Experience
LGIMA March 2015 - Present
LPL Financial January 2013 - March 2015
LPL Financial May 2012 - January 2013
LPL Financial September 2008 - May 2012
LaSalle Bank August 2006 - March 2008
ABN AMRO North America 2006 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Diageo January 2001 - August 2006
ABN AMRO August 1996 - December 2000
Duff & Phelps 1993 - 1996
Skills
Portfolio Management, Strategic Financial..., Investments, Asset Management, Series 7, Mutual Funds, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Securities, Series 63, Banking, Investment Advisory, Equities, Fixed Income, FINRA, Retirement Planning, ALM, Strategic Planning, Series 24, 401k, Investment Management, Asset Managment, Employee Benefits, Financial Advisory, Financial Services, Business Planning, Investment Strategies, Asset Allocation, Underwriting, Wealth Management..., Retirement, Hedge Funds, ETFs, Wealth, Estate Planning, Bonds, Fixed Annuities, IRAs, Financial Planners, Uniform Combined State..., Financial Planning, Leadership, Senior Executive..., Team Leadership
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance, Marketing and International Business
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Finance
LGIMA March 2015 - Present
LPL Financial January 2013 - March 2015
LPL Financial May 2012 - January 2013
LPL Financial September 2008 - May 2012
LaSalle Bank August 2006 - March 2008
ABN AMRO North America 2006 - 2008
ABN AMRO Bank N.V. 2006 - 2007
Diageo January 2001 - August 2006
ABN AMRO August 1996 - December 2000
Duff & Phelps 1993 - 1996
Skills
Portfolio Management, Strategic Financial..., Investments, Asset Management, Series 7, Mutual Funds, Wealth Management, Financial Analysis, Risk Management, Alternative Investments, Securities, Series 63, Banking, Investment Advisory, Equities, Fixed Income, FINRA, Retirement Planning, ALM, Strategic Planning, Series 24, 401k, Investment Management, Asset Managment, Employee Benefits, Financial Advisory, Financial Services, Business Planning, Investment Strategies, Asset Allocation, Underwriting, Wealth Management..., Retirement, Hedge Funds, ETFs, Wealth, Estate Planning, Bonds, Fixed Annuities, IRAs, Financial Planners, Uniform Combined State..., Financial Planning, Leadership, Senior Executive..., Team Leadership
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MM, Finance, Marketing and International Business
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Finance
Catherine Z Meng's Duff & Phelps Experience 1993 - 1998
Job Global Strategy & Marketing Specialist
Industry Management Consulting
Experience
WeRealization, LLC 2014 - Present
Covidien 2011 - 2013
Covidien 2007 - 2011
Capmark 2004 - 2006
The Boston Consulting Group 1998 - 2000
Duff & Phelps 1993 - 1998
Skills
Strategy, Cross-functional Team..., Business Strategy, Business Planning, Acquisition Integration, Strategic Planning, Marketing Strategy, New Business Development, Financial Analysis, Medical Devices, Emerging Markets, Portfolio Management, Valuation, Market Entry, Market Development, Global Marketing, Commercialization, Market Analysis, Capital Equipment, International Marketing
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing
Truman State University 1989 — 1991
Bachelar of Science, Economics
Peking University 1986 — 1988
WeRealization, LLC 2014 - Present
Covidien 2011 - 2013
Covidien 2007 - 2011
Capmark 2004 - 2006
The Boston Consulting Group 1998 - 2000
Duff & Phelps 1993 - 1998
Skills
Strategy, Cross-functional Team..., Business Strategy, Business Planning, Acquisition Integration, Strategic Planning, Marketing Strategy, New Business Development, Financial Analysis, Medical Devices, Emerging Markets, Portfolio Management, Valuation, Market Entry, Market Development, Global Marketing, Commercialization, Market Analysis, Capital Equipment, International Marketing
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Marketing
Truman State University 1989 — 1991
Bachelar of Science, Economics
Peking University 1986 — 1988
Federico Azpiazu's Duff & Phelps Experience November 2013 - Present
Job Vice President at Duff & Phelps Alternative Asset Advisory/Portfolio Valuation Services
Industry Financial Services
Experience
Duff & Phelps November 2013 - Present
Deloitte Financial Advisory Services February 2008 - November 2013
Navigant Capital Advisors 2004 - 2008
Lopez Leon Brokers September 2000 - August 2002
Merrill Lynch 1999 - 2000
Education
The George Washington University - School of Business 2002 — 2003
Master of Science in Finance, Finance
University of California, Berkeley 1999 — 1999
Postgraduate Studies, Investment Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1991 — 1995
Bachelor's degree, Economics
Duff & Phelps November 2013 - Present
Deloitte Financial Advisory Services February 2008 - November 2013
Navigant Capital Advisors 2004 - 2008
Lopez Leon Brokers September 2000 - August 2002
Merrill Lynch 1999 - 2000
Education
The George Washington University - School of Business 2002 — 2003
Master of Science in Finance, Finance
University of California, Berkeley 1999 — 1999
Postgraduate Studies, Investment Management
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1991 — 1995
Bachelor's degree, Economics
Omkar Joshi's Duff & Phelps Experience April 2006 - September 2011
Job Global Business Development Manager at Skadden Arps
Industry Financial Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2014 - Present
AIG September 2011 - May 2014
Duff & Phelps April 2006 - September 2011
Goldman Sachs January 2005 - March 2006
Alliance Bernstein September 2002 - June 2003
Skills
Financial Modeling, Mergers, Due Diligence, Business Strategy, Strategy, Corporate Finance, Valuation, Financial Analysis, Private Equity, Forecasting, Mergers & Acquisitions, Finance, Business Valuation, Equities, Capital Markets, Investment Banking, Equity Research, Venture Capital, Mutual Funds, Bloomberg, Corporate Development, DCF, Investments
Education
Rutgers Business School 2003 — 2005
MBA, Finance
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2014 - Present
AIG September 2011 - May 2014
Duff & Phelps April 2006 - September 2011
Goldman Sachs January 2005 - March 2006
Alliance Bernstein September 2002 - June 2003
Skills
Financial Modeling, Mergers, Due Diligence, Business Strategy, Strategy, Corporate Finance, Valuation, Financial Analysis, Private Equity, Forecasting, Mergers & Acquisitions, Finance, Business Valuation, Equities, Capital Markets, Investment Banking, Equity Research, Venture Capital, Mutual Funds, Bloomberg, Corporate Development, DCF, Investments
Education
Rutgers Business School 2003 — 2005
MBA, Finance
Jim Hoenig's Duff & Phelps Experience March 2013 - Present
Job Vice President Information Technology at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps March 2013 - Present
Duff & Phelps July 2009 - February 2013
Attorneys' Title Insurance Fund, Inc May 1997 - November 2009
PCA Solutions 1996 - 1997
Becton Dickinson & Co. 1986 - 1996
Skills
Oracle, Security, SharePoint, SQL, Unix, SDLC, Software Documentation, Solaris, Requirements Analysis, Microsoft SQL Server, Software Project...
Education
Rockland Community College 1985 — 1989
Computer Science
Duff & Phelps March 2013 - Present
Duff & Phelps July 2009 - February 2013
Attorneys' Title Insurance Fund, Inc May 1997 - November 2009
PCA Solutions 1996 - 1997
Becton Dickinson & Co. 1986 - 1996
Skills
Oracle, Security, SharePoint, SQL, Unix, SDLC, Software Documentation, Solaris, Requirements Analysis, Microsoft SQL Server, Software Project...
Education
Rockland Community College 1985 — 1989
Computer Science
Jeffrey Schiedemeyer's Duff & Phelps Experience June 1998 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 1998 - Present
LaSalle National Bank/ABN AMRO 1994 - 1998
Hewitt Associates 1990 - 1994
Skills
Valuation, Forecasting, Private Equity, Acquisition Integration, ESOP, Financial Modeling, Business Valuation, Strategy, Venture Capital, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance, Credit Derivatives, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1985 — 1989
BBA, Finance
Duff & Phelps June 1998 - Present
LaSalle National Bank/ABN AMRO 1994 - 1998
Hewitt Associates 1990 - 1994
Skills
Valuation, Forecasting, Private Equity, Acquisition Integration, ESOP, Financial Modeling, Business Valuation, Strategy, Venture Capital, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance, Credit Derivatives, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1985 — 1989
BBA, Finance
Christopher Janssen's Duff & Phelps Experience January 1994 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 1994 - Present
Northern Trust July 1989 - January 1994
Skills
Investment Banking, Valuation, Fairness Opinions, Corporate Finance, Financial Modeling, Business Valuation
Education
Northwestern University - Kellogg School of Management 1992 — 1994
M.B.A., Finance and Marketing
Northwestern University 1985 — 1989
B.A., Economics
Duff & Phelps January 1994 - Present
Northern Trust July 1989 - January 1994
Skills
Investment Banking, Valuation, Fairness Opinions, Corporate Finance, Financial Modeling, Business Valuation
Education
Northwestern University - Kellogg School of Management 1992 — 1994
M.B.A., Finance and Marketing
Northwestern University 1985 — 1989
B.A., Economics
Brian Yeun's Duff & Phelps Experience 2010 - 2011
Job Managing Member
Industry Restaurants
Experience
JJ Yeun Co. LLC 2014 - Present
The Bun Truck LLC 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2008 - 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Operational Due..., Entrepreneurship, Small Business, Valuation, Business Valuation, Management Consulting, Social Media, Auditing, Finance
Education
Purdue University 2004 — 2008
BA, Accounting, Finance
Yonsei University 2005 — 2005
Korean Studies
JJ Yeun Co. LLC 2014 - Present
The Bun Truck LLC 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2008 - 2010
Skills
Financial Reporting, Financial Analysis, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Operational Due..., Entrepreneurship, Small Business, Valuation, Business Valuation, Management Consulting, Social Media, Auditing, Finance
Education
Purdue University 2004 — 2008
BA, Accounting, Finance
Yonsei University 2005 — 2005
Korean Studies
Lee Tourscher, CFA's Duff & Phelps Experience March 2014 - Present
Job Director, Energy & Mining Group, Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2014 - Present
Duff & Phelps September 2012 - February 2014
Duff & Phelps April 2010 - August 2012
Duff & Phelps July 2008 - March 2010
Vanguard May 2007 - August 2007
Sovereign Bank 2005 - 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Fair Value, Purchase Price..., Power Plants, Financial Analysis, M&A experience, Energy, Energy Markets, Utilities, IPPs, Renewable Energy, Power Generation, Private Equity, Venture Capital
Education
Saint Joseph's University 2004 — 2008
BA / BS, Economics / Finance (Magna Cum Laude)
The London School of Economics and Political Science (LSE) 2006 — 2006
Econometrics
Duff & Phelps March 2014 - Present
Duff & Phelps September 2012 - February 2014
Duff & Phelps April 2010 - August 2012
Duff & Phelps July 2008 - March 2010
Vanguard May 2007 - August 2007
Sovereign Bank 2005 - 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Fair Value, Purchase Price..., Power Plants, Financial Analysis, M&A experience, Energy, Energy Markets, Utilities, IPPs, Renewable Energy, Power Generation, Private Equity, Venture Capital
Education
Saint Joseph's University 2004 — 2008
BA / BS, Economics / Finance (Magna Cum Laude)
The London School of Economics and Political Science (LSE) 2006 — 2006
Econometrics
Glynis James-Watson's Duff & Phelps Experience October 2006 - May 2007
Job Head Secretary Lincoln Elementary School at Evanston/Skokie School District65
Industry Executive Office
Experience
Evanston/Skokie School District65 December 2012 - Present
Evanston/Skokie School District 65 December 2011 - October 2013
Illinois Tool Works Inc. (via HireExcellence) February 2012 - September 2012
Monar Consulting 2011 - 2012
The Pritzker Group May 2007 - February 2011
Duff & Phelps October 2006 - May 2007
Evanston/Skokie School District 65 2003 - 2006
Winston Laboratories February 2003 - August 2003
PathoGenesis Corporation May 1999 - June 2001
The Worship Center 2000 - 2001
Skills
MS Word, MS Excel, MS PowerPoint, MS Publisher, MS Live Meeting, MS Access, QuickBooks, Office Management, Spreadsheets, Databases, Calendars, Meeting/Event Planning, Travel, Expense Reports, Online Research, Oral & Written..., Letter Writing, Report Writing, Bookkeeping, Desktop Publishing, Receptionist Duties, Spanish-speaking, Microsoft Word, PowerPoint, Access, Administration, Human Resources, Microsoft Excel, Microsoft Office, Nonprofits, Microsoft Publisher, Management, Public Speaking, Training, Fundraising, Teaching, Strategic Planning, Event Planning
Education
North Park Theological Seminary 2014 — 2018
MDiv/MBA, Theology/Theological Studies and Business Administration
Northwestern University 1981 — 1988
BS, Communication Studies
R. Nelson Snider High School 1979 — 1981
High School Diploma, College Preparatory
Evanston/Skokie School District65 December 2012 - Present
Evanston/Skokie School District 65 December 2011 - October 2013
Illinois Tool Works Inc. (via HireExcellence) February 2012 - September 2012
Monar Consulting 2011 - 2012
The Pritzker Group May 2007 - February 2011
Duff & Phelps October 2006 - May 2007
Evanston/Skokie School District 65 2003 - 2006
Winston Laboratories February 2003 - August 2003
PathoGenesis Corporation May 1999 - June 2001
The Worship Center 2000 - 2001
Skills
MS Word, MS Excel, MS PowerPoint, MS Publisher, MS Live Meeting, MS Access, QuickBooks, Office Management, Spreadsheets, Databases, Calendars, Meeting/Event Planning, Travel, Expense Reports, Online Research, Oral & Written..., Letter Writing, Report Writing, Bookkeeping, Desktop Publishing, Receptionist Duties, Spanish-speaking, Microsoft Word, PowerPoint, Access, Administration, Human Resources, Microsoft Excel, Microsoft Office, Nonprofits, Microsoft Publisher, Management, Public Speaking, Training, Fundraising, Teaching, Strategic Planning, Event Planning
Education
North Park Theological Seminary 2014 — 2018
MDiv/MBA, Theology/Theological Studies and Business Administration
Northwestern University 1981 — 1988
BS, Communication Studies
R. Nelson Snider High School 1979 — 1981
High School Diploma, College Preparatory
Joseph DeMatteo's Duff & Phelps Experience August 2005 - March 2012
Job Director Mergers & Acquisitions at NextEra Energy Resources
Industry Utilities
Experience
NextEra Energy Resources January 2015 - Present
NextEra Energy Resources November 2012 - December 2014
NextEra Energy Resources April 2012 - October 2012
Duff & Phelps August 2005 - March 2012
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Management, Solar Energy, Corporate Finance, Energy, Renewable Energy
Education
Penn State University 2001 — 2005
B.S., Finance
NextEra Energy Resources January 2015 - Present
NextEra Energy Resources November 2012 - December 2014
NextEra Energy Resources April 2012 - October 2012
Duff & Phelps August 2005 - March 2012
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Management, Solar Energy, Corporate Finance, Energy, Renewable Energy
Education
Penn State University 2001 — 2005
B.S., Finance
Ashley McFarland's Duff & Phelps Experience 2007 - 2009
Job Director of Corporate Development at CocaCola Bottling Co. Consolidated
Industry Food & Beverages
Experience
Coca-Cola Bottling Co. Consolidated April 2013 - Present
KPMG July 2012 - April 2013
KPMG January 2009 - June 2012
Duff & Phelps 2007 - 2009
Skills
Financial Modeling, Valuation, Business Valuation, Equity Valuation, DCF, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Investment Banking, US GAAP, Bloomberg, Financial Reporting, Mergers, Capital IQ
Education
Penn State University 2003 — 2007
Finance & International Business, Finance, International Business, Accounting, Economics
Coca-Cola Bottling Co. Consolidated April 2013 - Present
KPMG July 2012 - April 2013
KPMG January 2009 - June 2012
Duff & Phelps 2007 - 2009
Skills
Financial Modeling, Valuation, Business Valuation, Equity Valuation, DCF, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, Investment Banking, US GAAP, Bloomberg, Financial Reporting, Mergers, Capital IQ
Education
Penn State University 2003 — 2007
Finance & International Business, Finance, International Business, Accounting, Economics
Christopher Hanley, CFA's Duff & Phelps Experience August 2010 - July 2012
Job Consumer Products/Retail Investment Banking at Jefferies
Industry Management Consulting
Experience
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Gersan R. Zurita, Jr.'s Duff & Phelps Experience 1996 - 2004
Job Director, International Group at MBIA Inc
Industry Financial Services
Experience
MBIA Inc September 2007 - Present
Fitch Ratings August 1996 - September 2007
Duff & Phelps 1996 - 2004
Union Bank of Switzerland 1994 - 1996
Office of Management and Budget, NYC 1985 - 1992
Skills
Project Finance, Portfolio Management, Credit Analysis
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Pratt Institute 1982 — 1985
MS, Architecture
MBIA Inc September 2007 - Present
Fitch Ratings August 1996 - September 2007
Duff & Phelps 1996 - 2004
Union Bank of Switzerland 1994 - 1996
Office of Management and Budget, NYC 1985 - 1992
Skills
Project Finance, Portfolio Management, Credit Analysis
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Pratt Institute 1982 — 1985
MS, Architecture
Jason Frost's Duff & Phelps Experience September 2006 - December 2007
Job Berkshire Hathaway Home Services Broker Assoc.
Industry Real Estate
Experience
Berkshire Hathaway Home Services August 2012 - Present
Fox Real Estate January 2008 - August 2012
Duff & Phelps September 2006 - December 2007
Skills
Commercial Real Estate..., Real Estate, Mergers & Acquisitions, Real Estate Development, Valuation, Sellers, Real Estate Transactions, Contract Negotiation, Finance, Investments, Commercial Real Estate, Due Diligence, Financial Analysis, Investment Properties
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
BS, Finance
Villanova University
MBA, Finance, Real Estate
Berkshire Hathaway Home Services August 2012 - Present
Fox Real Estate January 2008 - August 2012
Duff & Phelps September 2006 - December 2007
Skills
Commercial Real Estate..., Real Estate, Mergers & Acquisitions, Real Estate Development, Valuation, Sellers, Real Estate Transactions, Contract Negotiation, Finance, Investments, Commercial Real Estate, Due Diligence, Financial Analysis, Investment Properties
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2006
BS, Finance
Villanova University
MBA, Finance, Real Estate
Esther Zhao's Duff & Phelps Experience February 2011 - May 2013
Job Credit Risk Analyst II at MUFG Union Bank
Industry Financial Services
Experience
MUFG Americas July 2013 - Present
Duff & Phelps February 2011 - May 2013
IPM - Informed Portfolio Management July 2010 - September 2010
Research Affiliates June 2010 - July 2010
Skills
Complex Securities..., Fixed Income Valuation, Data Analysis, Bloomberg, Matlab, Intex Desktop, Biotechnology, SQL, Options, Fixed Income Analysis, Monte Carlo Simulation, Equities, Derivatives, SAS, Time Series Analysis, Finance
Education
UCLA Anderson School of Management 2010 — 2010
Master's degree, Financial Engineering
Uppsala University 2005 — 2007
Master's degree, Biotechnology
Peking University 2001 — 2005
Bachelor, Biology Science
MUFG Americas July 2013 - Present
Duff & Phelps February 2011 - May 2013
IPM - Informed Portfolio Management July 2010 - September 2010
Research Affiliates June 2010 - July 2010
Skills
Complex Securities..., Fixed Income Valuation, Data Analysis, Bloomberg, Matlab, Intex Desktop, Biotechnology, SQL, Options, Fixed Income Analysis, Monte Carlo Simulation, Equities, Derivatives, SAS, Time Series Analysis, Finance
Education
UCLA Anderson School of Management 2010 — 2010
Master's degree, Financial Engineering
Uppsala University 2005 — 2007
Master's degree, Biotechnology
Peking University 2001 — 2005
Bachelor, Biology Science
Chris Swiecicki's Duff & Phelps Experience March 2015 - Present
Job Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps September 2010 - March 2015
Duff & Phelps September 2008 - September 2010
Duff & Phelps March 2006 - September 2008
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Fairness Opinions, Investment Banking, Business Valuation, DCF, Forecasting, Due Diligence, Equity Trading, Equity Research, LBO, Solvency, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors, Finance
Fremd High School
Duff & Phelps March 2015 - Present
Duff & Phelps September 2010 - March 2015
Duff & Phelps September 2008 - September 2010
Duff & Phelps March 2006 - September 2008
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Fairness Opinions, Investment Banking, Business Valuation, DCF, Forecasting, Due Diligence, Equity Trading, Equity Research, LBO, Solvency, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelors, Finance
Fremd High School
Robert Singer's Duff & Phelps Experience July 2011 - October 2013
Job Associate at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates June 2014 - Present
Oppenheimer & Co. October 2013 - June 2014
Duff & Phelps July 2011 - October 2013
PricewaterhouseCoopers January 2007 - April 2010
Clifton Gunderson LLP May 2004 - June 2005
Education
Villanova University 2010 — 2011
Master of Science in Finance
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Raymond James & Associates June 2014 - Present
Oppenheimer & Co. October 2013 - June 2014
Duff & Phelps July 2011 - October 2013
PricewaterhouseCoopers January 2007 - April 2010
Clifton Gunderson LLP May 2004 - June 2005
Education
Villanova University 2010 — 2011
Master of Science in Finance
Penn State University 2002 — 2006
Bachelor of Science, Accounting
Calvin Jee's Duff & Phelps Experience July 2012 - Present
Job Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2012 - Present
Scrier Funds February 2011 - August 2011
Sovereign Bank June 2010 - February 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Duff & Phelps July 2012 - Present
Scrier Funds February 2011 - August 2011
Sovereign Bank June 2010 - February 2011
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science, Finance, Summa Cum Laude
Marc Gallagher's Duff & Phelps Experience September 2012 - Present
Job Vice President Information Technology at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps September 2012 - Present
Duff & Phelps November 2007 - August 2012
Lawson Software March 1998 - October 2007
Skills
Process Management, Process Improvement, Python, JavaScript, HTML, PL/SQL, Oracle PL/SQL..., T-SQL, Salesforce.com, Data Integration, Business Process, Databases, Project Management, IT Strategy, Cloud Computing, SQL, SharePoint, Microsoft SQL Server, Analysis, Business Analysis
Education
Penn State University 1993 — 1997
BS, Finance
Duff & Phelps September 2012 - Present
Duff & Phelps November 2007 - August 2012
Lawson Software March 1998 - October 2007
Skills
Process Management, Process Improvement, Python, JavaScript, HTML, PL/SQL, Oracle PL/SQL..., T-SQL, Salesforce.com, Data Integration, Business Process, Databases, Project Management, IT Strategy, Cloud Computing, SQL, SharePoint, Microsoft SQL Server, Analysis, Business Analysis
Education
Penn State University 1993 — 1997
BS, Finance
Stephen Oberto's Duff & Phelps Experience July 2007 - Present
Job Senior Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2007 - Present
Skills
Valuation, Financial Modeling
Education
Santa Clara University - Leavey School of Business 2003 — 2007
Finance, Chemistry, Finance, Summa Cum Laude
Duff & Phelps July 2007 - Present
Skills
Valuation, Financial Modeling
Education
Santa Clara University - Leavey School of Business 2003 — 2007
Finance, Chemistry, Finance, Summa Cum Laude
Eric Sterns's Duff & Phelps Experience July 2012 - June 2013
Job Investment Banking Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2014 - Present
TAP Advisors June 2013 - May 2014
Duff & Phelps July 2012 - June 2013
Skills
Investment Banking, Financial Modeling, Bloomberg, Mergers, Portfolio Management, Finance, Strategy, Restructuring, Mutual Funds, Valuation, Corporate Finance, Capital Markets, Equities, Financial Analysis, Hedge Funds, Fixed Income, Due Diligence, Investments, Private Equity, Business Valuation, Bloomberg Terminal, LBO, Derivatives, Leveraged Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
RBC Capital Markets June 2014 - Present
TAP Advisors June 2013 - May 2014
Duff & Phelps July 2012 - June 2013
Skills
Investment Banking, Financial Modeling, Bloomberg, Mergers, Portfolio Management, Finance, Strategy, Restructuring, Mutual Funds, Valuation, Corporate Finance, Capital Markets, Equities, Financial Analysis, Hedge Funds, Fixed Income, Due Diligence, Investments, Private Equity, Business Valuation, Bloomberg Terminal, LBO, Derivatives, Leveraged Finance
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Finance
Nicholas McClelland's Duff & Phelps Experience December 2004 - March 2007
Job Investment Professional at Prospect Capital Management
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management February 2013 - Present
Stone-Goff Partners 2012 - 2013
J.P. Morgan September 2009 - 2012
Duff & Phelps December 2004 - March 2007
Skills
Investment Banking, Private Equity, Leveraged Finance, Leveraged Lending, Mergers
Education
NYU Stern School of Business 2007 — 2009
MBA, Finance
Roanoke College
BA, Economics
Prospect Capital Management February 2013 - Present
Stone-Goff Partners 2012 - 2013
J.P. Morgan September 2009 - 2012
Duff & Phelps December 2004 - March 2007
Skills
Investment Banking, Private Equity, Leveraged Finance, Leveraged Lending, Mergers
Education
NYU Stern School of Business 2007 — 2009
MBA, Finance
Roanoke College
BA, Economics
Karl Rorabacher's Duff & Phelps Experience August 2008 - Present
Job Senior Associate, Dispute Consulting at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2008 - Present
Lumin Expert Group October 2006 - August 2008
LECG September 2005 - April 2007
Skills
Financial Modeling, Financial Analysis, Data Analysis, Report Writing, Trials, Litigation Support, Litigation Consulting, Intellectual Property..., Microsoft Excel, PowerPoint, Analysis, Strategy
Education
Rice University
University of Houston-Downtown
Duff & Phelps August 2008 - Present
Lumin Expert Group October 2006 - August 2008
LECG September 2005 - April 2007
Skills
Financial Modeling, Financial Analysis, Data Analysis, Report Writing, Trials, Litigation Support, Litigation Consulting, Intellectual Property..., Microsoft Excel, PowerPoint, Analysis, Strategy
Education
Rice University
University of Houston-Downtown
Sarah Plevinsky's Duff & Phelps Experience 1985 - 1991
Job NUA Advisors, LLC
Industry Financial Services
Experience
NUA Advisors 2010 - Present
Duff & Phelps 1985 - 1991
Northern Trust 1981 - 1984
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Equity Valuation, Private Equity, Purchase Price..., Investments, Investment Banking, Bloomberg
Education
Northwestern University - Kellogg School of Management 1962 — 1984
MM in Finance and Business, Accounting and Finance
Vanderbilt University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Administration
NUA Advisors 2010 - Present
Duff & Phelps 1985 - 1991
Northern Trust 1981 - 1984
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, DCF, Equity Valuation, Private Equity, Purchase Price..., Investments, Investment Banking, Bloomberg
Education
Northwestern University - Kellogg School of Management 1962 — 1984
MM in Finance and Business, Accounting and Finance
Vanderbilt University 1977 — 1981
Bachelor of Arts (B.A.), Economics and Business Administration
William Thieme's Duff & Phelps Experience February 2015 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2015 - Present
PPL Corporation June 2014 - August 2014
Emerald Tower Securities LLC June 2013 - August 2013
Penn State University 2011 - 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Admissions, Microsoft Office, Financial Analysis, Data Analysis, Teamwork, Public Speaking, Leadership, Social Media
Education
Penn State University 2010 — 2014
Bachelor of Applied Science (BASc), Finance, General
The Institute at Palazzo Rucellai 2012 — 2012
Duff & Phelps February 2015 - Present
PPL Corporation June 2014 - August 2014
Emerald Tower Securities LLC June 2013 - August 2013
Penn State University 2011 - 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Higher Education, Admissions, Microsoft Office, Financial Analysis, Data Analysis, Teamwork, Public Speaking, Leadership, Social Media
Education
Penn State University 2010 — 2014
Bachelor of Applied Science (BASc), Finance, General
The Institute at Palazzo Rucellai 2012 — 2012
Peggy Marks's Duff & Phelps Experience March 2007 - Present
Job Accounts Payable Manager at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps March 2007 - Present
Skills
Accounts Payable..., Month end closing,...
Education
Rutgers, The State University of New Jersey-New Brunswick
BS Accounting, CAPP Certified
Duff & Phelps March 2007 - Present
Skills
Accounts Payable..., Month end closing,...
Education
Rutgers, The State University of New Jersey-New Brunswick
BS Accounting, CAPP Certified
Paul Stetz's Duff & Phelps Experience August 2009 - Present
Job Assistant Corporate Controller at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2009 - Present
PSEG January 2002 - August 2009
Telcordia Technologies August 1990 - January 2002
Skills
CPA, US GAAP, General Ledger, Sarbanes-Oxley, Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Treasury Management, Automation
Education
Seton Hall University 1990 — 1994
Master's degree, Accounting and Finance
Seton Hall University
Bachelor's degree, Accounting
Duff & Phelps August 2009 - Present
PSEG January 2002 - August 2009
Telcordia Technologies August 1990 - January 2002
Skills
CPA, US GAAP, General Ledger, Sarbanes-Oxley, Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Treasury Management, Automation
Education
Seton Hall University 1990 — 1994
Master's degree, Accounting and Finance
Seton Hall University
Bachelor's degree, Accounting
Victor Markovski's Duff & Phelps Experience January 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Duff & Phelps January 2014 - Present
IGM Investments LLC 2007 - January 2014
Skills
Financial Reporting, Accounting, Tax, GAAP, General Ledger, Account Reconciliation, Fixed Assets, US GAAP, Financial Statements, QuickBooks, Accounts Receivable, Journal Entries, Income Tax, IFRS, Payroll, Tax Preparation, Accruals, Tax Returns, Bookkeeping, Financial Accounting
Education
Seton Hall University 2008 — 2012
Bachelor of Science (BS), Accounting
Duff & Phelps January 2014 - Present
IGM Investments LLC 2007 - January 2014
Skills
Financial Reporting, Accounting, Tax, GAAP, General Ledger, Account Reconciliation, Fixed Assets, US GAAP, Financial Statements, QuickBooks, Accounts Receivable, Journal Entries, Income Tax, IFRS, Payroll, Tax Preparation, Accruals, Tax Returns, Bookkeeping, Financial Accounting
Education
Seton Hall University 2008 — 2012
Bachelor of Science (BS), Accounting
Jack O'Hara's Duff & Phelps Experience August 2008 - August 2012
Job Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC September 2012 - Present
Duff & Phelps August 2008 - August 2012
Kane Reece Associates, Inc. September 1991 - July 2008
Skills
Tangible Personal...
Education
Penn State University
Bachelor of Science (BS)
CBIZ Valuation Group, LLC September 2012 - Present
Duff & Phelps August 2008 - August 2012
Kane Reece Associates, Inc. September 1991 - July 2008
Skills
Tangible Personal...
Education
Penn State University
Bachelor of Science (BS)
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