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
Sarah (Averyt) Woods Sarah (Averyt) Woods's Duff & Phelps Experience June 2008 - Present
Job Property Tax Consultant at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps June 2008 - Present
Duff & Phelps July 2007 - May 2008
Skills
Valuation, Real Estate, Real Estate Economics, Commercial Real Estate, Financial Analysis, Due Diligence, Financial Modeling, Investments
Education
Texas A&M University 2003 — 2007
BBA, Finance
Duff & Phelps June 2008 - Present
Duff & Phelps July 2007 - May 2008
Skills
Valuation, Real Estate, Real Estate Economics, Commercial Real Estate, Financial Analysis, Due Diligence, Financial Modeling, Investments
Education
Texas A&M University 2003 — 2007
BBA, Finance
ryan ivey ryan ivey's Duff & Phelps Experience March 2008 - Present
Job Vice President Property Tax at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2008 - Present
Rash & Associates February 2000 - November 2007
Skills
Business Valuation, Property Tax, Appraisals, Tax, Valuation, Tax Compliance, Telecommunications, Energy, Pipelines, Real Estate, Commercial Real Estate, Cost Of Capital, Oil & Gas, Negotiation, Tax Advisory, Financial Analysis, Corporate Tax, Mergers & Acquisitions, Finance, Financial Modeling, Due Diligence, Accounting
Education
Texas A&M University-Commerce 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University-Commerce 2000 — 2004
Bachelor's degree, Economics
Duff & Phelps March 2008 - Present
Rash & Associates February 2000 - November 2007
Skills
Business Valuation, Property Tax, Appraisals, Tax, Valuation, Tax Compliance, Telecommunications, Energy, Pipelines, Real Estate, Commercial Real Estate, Cost Of Capital, Oil & Gas, Negotiation, Tax Advisory, Financial Analysis, Corporate Tax, Mergers & Acquisitions, Finance, Financial Modeling, Due Diligence, Accounting
Education
Texas A&M University-Commerce 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
Texas A&M University-Commerce 2000 — 2004
Bachelor's degree, Economics
Kimberly Bindra Kimberly Bindra's Duff & Phelps Experience April 2012 - Present
Job Director at Duff & Phelps with Responsibility for Digital, Corporate Finance and Compliance/Regulatory Marketing
Industry Financial Services
Experience
Duff & Phelps April 2012 - Present
SecondMarket, Inc. April 2010 - April 2012
JPMorgan Chase & Co. July 2008 - April 2010
American Express July 2006 - July 2008
Citigroup July 1999 - July 2004
Americorps August 1997 - July 1998
Skills
Strategy, Digital Marketing, Marketing Strategy, Lead Generation, Email Marketing, Thought Leadership, Marketing, Interactive Marketing, Corporate Branding, Content Marketing, SEM, Social Media Marketing, Content Strategy, Series 7, Digital Strategy, Series 24, Product Management, Brand Management, Multi-channel Marketing, LinkedIn for sales..., LinkedIn Training, Management, SEO, Start-ups
Education
Stanford University
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Marketing
Duff & Phelps April 2012 - Present
SecondMarket, Inc. April 2010 - April 2012
JPMorgan Chase & Co. July 2008 - April 2010
American Express July 2006 - July 2008
Citigroup July 1999 - July 2004
Americorps August 1997 - July 1998
Skills
Strategy, Digital Marketing, Marketing Strategy, Lead Generation, Email Marketing, Thought Leadership, Marketing, Interactive Marketing, Corporate Branding, Content Marketing, SEM, Social Media Marketing, Content Strategy, Series 7, Digital Strategy, Series 24, Product Management, Brand Management, Multi-channel Marketing, LinkedIn for sales..., LinkedIn Training, Management, SEO, Start-ups
Education
Stanford University
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Marketing
Eric Geisler Eric Geisler's Duff & Phelps Experience May 2006 - June 2008
Job 20+ years of economic development, site selection, government incentives and incentive compliance technology.
Industry Financial Services
Experience
Economic Incentive Services, LLC June 2008 - Present
∞ IncentiSys, LLC July 2008 - Present
Duff & Phelps May 2006 - June 2008
Ernst & Young April 2002 - May 2006
Arthur Andersen May 1999 - May 2002
Texas Economic Development Council 1998 - 1999
West Texas Utilities 1992 - 1997
Skills
Site Selection, Economic Development, Incentives, Tax, Compliance, Economics, Location Intelligence, Finance, Legislative Affairs, Government, Analysis, Due Diligence, Financial Modeling, Investments, Financial Analysis, Market Research, Public/private..., Business Development, Budgets, Strategic Planning, Mergers & Acquisitions, Community Development, Public Policy, Corporate Tax, Policy, Business Valuation, Real Estate Economics, Management, Management Consulting, Negotiation, Valuation, Strategy, Entrepreneurship, Market Analysis, Executive Management, Business Planning, Leadership, Workforce Development, Small Business, Proposal Writing, Consulting, Start-ups, Real Estate Development, Business Strategy
Education
St. Edward's University
BLS, Finance
The University of Texas at Austin
Business Administration and Management, General
Economic Incentive Services, LLC June 2008 - Present
∞ IncentiSys, LLC July 2008 - Present
Duff & Phelps May 2006 - June 2008
Ernst & Young April 2002 - May 2006
Arthur Andersen May 1999 - May 2002
Texas Economic Development Council 1998 - 1999
West Texas Utilities 1992 - 1997
Skills
Site Selection, Economic Development, Incentives, Tax, Compliance, Economics, Location Intelligence, Finance, Legislative Affairs, Government, Analysis, Due Diligence, Financial Modeling, Investments, Financial Analysis, Market Research, Public/private..., Business Development, Budgets, Strategic Planning, Mergers & Acquisitions, Community Development, Public Policy, Corporate Tax, Policy, Business Valuation, Real Estate Economics, Management, Management Consulting, Negotiation, Valuation, Strategy, Entrepreneurship, Market Analysis, Executive Management, Business Planning, Leadership, Workforce Development, Small Business, Proposal Writing, Consulting, Start-ups, Real Estate Development, Business Strategy
Education
St. Edward's University
BLS, Finance
The University of Texas at Austin
Business Administration and Management, General
Alexa Weston Alexa Weston's Duff & Phelps Experience July 2012 - April 2014
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG April 2014 - Present
Duff & Phelps July 2012 - April 2014
Citigroup June 2011 - August 2011
Park National Bank June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, Commercial Real Estate, Appraisals, DCF, Argus Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Real Estate
Mount Notre Dame High School 2004 — 2008
KPMG April 2014 - Present
Duff & Phelps July 2012 - April 2014
Citigroup June 2011 - August 2011
Park National Bank June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, Commercial Real Estate, Appraisals, DCF, Argus Modeling
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor of Science in Business Administration, Finance and Real Estate
Mount Notre Dame High School 2004 — 2008
Brooke Tiernan Brooke Tiernan's Duff & Phelps Experience July 2013 - October 2014
Job FP&A Analyst at GE Oil & Gas
Industry Oil & Energy
Experience
GE Oil & Gas October 2014 - Present
Duff & Phelps July 2013 - October 2014
Bank of America June 2012 - August 2012
Skills
Excel, Microsoft Office, PowerPoint, Project Management, Analysis, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration, Finance
GE Oil & Gas October 2014 - Present
Duff & Phelps July 2013 - October 2014
Bank of America June 2012 - August 2012
Skills
Excel, Microsoft Office, PowerPoint, Project Management, Analysis, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word
Education
Texas A&M University 2010 — 2013
Bachelor of Business Administration, Finance
Jon Lorenz's Duff & Phelps Experience September 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps July 2013 - Present
Joe Knows Energy June 2012 - May 2013
Glimcher Realty Trust June 2011 - June 2012
Joe Knows Dirt June 2009 - August 2010
Skills
Budgets, Analysis, Sales, Marketing Strategy, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Construction Management, Microsoft Word, Marketing, Leadership, Project Management, Real Estate, Investments, Strategic Planning, Asset Management, Argus Modeling, Commercial Real Estate, Valuation Modeling, Business Development, Customer Service, Finance
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Bishop Watterson High School 2005 — 2009
Duff & Phelps September 2015 - Present
Duff & Phelps July 2013 - Present
Joe Knows Energy June 2012 - May 2013
Glimcher Realty Trust June 2011 - June 2012
Joe Knows Dirt June 2009 - August 2010
Skills
Budgets, Analysis, Sales, Marketing Strategy, Microsoft Excel, Research, Microsoft Office, Financial Analysis, Construction Management, Microsoft Word, Marketing, Leadership, Project Management, Real Estate, Investments, Strategic Planning, Asset Management, Argus Modeling, Commercial Real Estate, Valuation Modeling, Business Development, Customer Service, Finance
Education
The Ohio State University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Bishop Watterson High School 2005 — 2009
Eric Durden, MAI Eric Durden, MAI's Duff & Phelps Experience May 2005 - November 2010
Job Managing Director at ColliersInternational
Industry Real Estate
Experience
Colliers-International May 2014 - Present
CBRE November 2010 - May 2014
Duff & Phelps May 2005 - November 2010
Skills
Appraisals, Real Estate, Valuation, Shopping Centers, Apartments, Financial Reporting, Financial Modeling, DCF, Real Estate Economics, Financial Analysis, Commercial Real Estate, Purchase Price..., Real Property, Business Valuation, Corporate Real Estate, Commercial Real Estate..., Portfolio Management
Education
The University of Georgia 2000 — 2004
Bachelor of Business Administration (BBA), Real Estate; Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Real Estate & Finance
Colliers-International May 2014 - Present
CBRE November 2010 - May 2014
Duff & Phelps May 2005 - November 2010
Skills
Appraisals, Real Estate, Valuation, Shopping Centers, Apartments, Financial Reporting, Financial Modeling, DCF, Real Estate Economics, Financial Analysis, Commercial Real Estate, Purchase Price..., Real Property, Business Valuation, Corporate Real Estate, Commercial Real Estate..., Portfolio Management
Education
The University of Georgia 2000 — 2004
Bachelor of Business Administration (BBA), Real Estate; Finance
University of Georgia - Terry College of Business 2000 — 2004
BBA, Real Estate & Finance
Dan Holley, CPA Dan Holley, CPA's Duff & Phelps Experience August 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps August 2015 - Present
PwC October 2014 - July 2015
CohnReznick LLP June 2014 - October 2014
CohnReznick LLP November 2011 - May 2014
Rose Financial Services April 2010 - August 2010
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Reporting, CPA, Financial Accounting, External Audit, Financial Statements, Sarbanes-Oxley Act, Business Acquisition, Business Acquisition..., Cash Flow Statements, Cash Flow Analysis, DCF Valuation, Historical Buildings, Valuation Modeling, Purchase Price..., Real Estate Transactions, Commercial Real Estate, Walkthroughs, Leadership, Team Leadership, Teamwork, Coaching
Education
The George Washington University 2010 — 2011
Master's, Accountancy
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor, Accounting
Duff & Phelps August 2015 - Present
PwC October 2014 - July 2015
CohnReznick LLP June 2014 - October 2014
CohnReznick LLP November 2011 - May 2014
Rose Financial Services April 2010 - August 2010
Skills
Accounting, GAAP, Auditing, US GAAP, Financial Reporting, CPA, Financial Accounting, External Audit, Financial Statements, Sarbanes-Oxley Act, Business Acquisition, Business Acquisition..., Cash Flow Statements, Cash Flow Analysis, DCF Valuation, Historical Buildings, Valuation Modeling, Purchase Price..., Real Estate Transactions, Commercial Real Estate, Walkthroughs, Leadership, Team Leadership, Teamwork, Coaching
Education
The George Washington University 2010 — 2011
Master's, Accountancy
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor, Accounting
Jonathan Parrish Jonathan Parrish's Duff & Phelps Experience July 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
The Ohio State University November 2012 - May 2014
Northwestern Mutual May 2013 - September 2013
The Ohio State University January 2013 - May 2013
The Dresden Summer Language Program July 2012 - September 2012
Skills
Research, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Econometrics, Stata, Gretl, Statistics, Professional Writing, German, Microsoft Office, Data Analysis, Financial Analysis
Education
The Ohio State University 2010 — 2014
B.A. Economics
Dublin Coffman
Dublin Coffman
Duff & Phelps July 2014 - Present
The Ohio State University November 2012 - May 2014
Northwestern Mutual May 2013 - September 2013
The Ohio State University January 2013 - May 2013
The Dresden Summer Language Program July 2012 - September 2012
Skills
Research, Leadership, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Econometrics, Stata, Gretl, Statistics, Professional Writing, German, Microsoft Office, Data Analysis, Financial Analysis
Education
The Ohio State University 2010 — 2014
B.A. Economics
Dublin Coffman
Dublin Coffman
Daniel Malnik Daniel Malnik's Duff & Phelps Experience February 2011 - November 2012
Job Private Equity at Och Ziff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management November 2012 - Present
Duff & Phelps February 2011 - November 2012
Skills
Capital IQ, Bloomberg, Thompson One, Microsoft Office, Capital Markets, Hedge Funds, Private Equity, Equities, Equity Research, Portfolio Management, Equity Valuation, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Investments, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BA, Finance, Cum Laude
Och-Ziff Capital Management November 2012 - Present
Duff & Phelps February 2011 - November 2012
Skills
Capital IQ, Bloomberg, Thompson One, Microsoft Office, Capital Markets, Hedge Funds, Private Equity, Equities, Equity Research, Portfolio Management, Equity Valuation, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Investments, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
BA, Finance, Cum Laude
Phyllis Lee's Duff & Phelps Experience January 2014 - January 2014
Job President, Founder of 180 Degrees Consulting Swarthmore College
Industry Management Consulting
Experience
Swarthmore College April 2015 - Present
180 Degrees Consulting February 2015 - Present
EMH Strategy June 2015 - August 2015
Urban League of Greater Atlanta February 2015 - June 2015
Temin and Company January 2015 - January 2015
Duff & Phelps January 2014 - January 2014
Boost Mobile May 2013 - July 2013
Skills
Leadership, Microsoft Office, Economics, Public Speaking, PowerPoint, Research, Marketing, Microsoft Excel, Microsoft Word, Networking, Marketing Strategy, Telecommunications, R, Analysis, Data Analysis, Financial Analysis, Product Marketing, Teamwork, Proposal Writing, Community Outreach
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (BA), Economics
University of Pennsylvania 2015 — 2015
Louisiana School for Math, Science, and the Arts 2011 — 2013
Swarthmore College April 2015 - Present
180 Degrees Consulting February 2015 - Present
EMH Strategy June 2015 - August 2015
Urban League of Greater Atlanta February 2015 - June 2015
Temin and Company January 2015 - January 2015
Duff & Phelps January 2014 - January 2014
Boost Mobile May 2013 - July 2013
Skills
Leadership, Microsoft Office, Economics, Public Speaking, PowerPoint, Research, Marketing, Microsoft Excel, Microsoft Word, Networking, Marketing Strategy, Telecommunications, R, Analysis, Data Analysis, Financial Analysis, Product Marketing, Teamwork, Proposal Writing, Community Outreach
Education
Swarthmore College 2013 — 2017
Bachelor of Arts (BA), Economics
University of Pennsylvania 2015 — 2015
Louisiana School for Math, Science, and the Arts 2011 — 2013
Sarah Stauner's Duff & Phelps Experience June 2013 - August 2013
Job Transfer Pricing Analyst at Duff and Phelps
Industry Banking
Experience
Duff and Phelps July 2014 - Present
Vanderbilt University August 2012 - May 2014
Vanderbilt University August 2012 - May 2014
Duff & Phelps June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, Data Analysis, Social Networking, Spanish, Facebook, Event Planning
Education
Vanderbilt University 2010 — 2014
Bachelor's Degree, Spanish Language and Literature, Economics, Financial Economics, 3.7/4.0
London School of Economics and Political Science 2012 — 2012
The Economics of European Integration
Universidad Complutense de Madrid 2012 — 2012
Spanish Language and Literature
Duff and Phelps July 2014 - Present
Vanderbilt University August 2012 - May 2014
Vanderbilt University August 2012 - May 2014
Duff & Phelps June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, Data Analysis, Social Networking, Spanish, Facebook, Event Planning
Education
Vanderbilt University 2010 — 2014
Bachelor's Degree, Spanish Language and Literature, Economics, Financial Economics, 3.7/4.0
London School of Economics and Political Science 2012 — 2012
The Economics of European Integration
Universidad Complutense de Madrid 2012 — 2012
Spanish Language and Literature
Taylor Gilman Taylor Gilman's Duff & Phelps Experience July 2013 - October 2014
Job Financial Analyst at The BVA Group LLC
Industry Financial Services
Experience
The BVA Group LLC October 2014 - Present
Duff & Phelps July 2013 - October 2014
Keller Williams May 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Microsoft Word, Valuation, Customer Service, Teamwork, Public Speaking, Data Analysis
Education
Texas A&M University
BBA, Finance
The BVA Group LLC October 2014 - Present
Duff & Phelps July 2013 - October 2014
Keller Williams May 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Finance, Microsoft Word, Valuation, Customer Service, Teamwork, Public Speaking, Data Analysis
Education
Texas A&M University
BBA, Finance
Bradley Hays Bradley Hays's Duff & Phelps Experience June 2013 - August 2013
Job Severance Tax at LINN Energy, LLC
Industry Oil & Energy
Experience
LINN Energy, LLC August 2014 - Present
Duff & Phelps June 2013 - August 2013
Oil States International May 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Matlab, Customer Service, Teamwork, Statistical Tools, Strategic Planning, Presentations, Public Speaking, Windows, Energy, Access, Financial Analysis, Team Leadership, Time Management, Leadership, Financial Modeling, Market Research, Project Management, Valuation, Corporate Finance, ThomsonOne, Finance, Accounting, Data Analysis, Oil, Petroleum
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance
The University of Edinburgh 2012 — 2012
Study Abroad, Business Law
LINN Energy, LLC August 2014 - Present
Duff & Phelps June 2013 - August 2013
Oil States International May 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Matlab, Customer Service, Teamwork, Statistical Tools, Strategic Planning, Presentations, Public Speaking, Windows, Energy, Access, Financial Analysis, Team Leadership, Time Management, Leadership, Financial Modeling, Market Research, Project Management, Valuation, Corporate Finance, ThomsonOne, Finance, Accounting, Data Analysis, Oil, Petroleum
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance
The University of Edinburgh 2012 — 2012
Study Abroad, Business Law
Austin Collier's Duff & Phelps Experience July 2014 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Duff & Phelps July 2014 - Present
Signal Hill Capital June 2013 - August 2013
Skills
Data Analysis, Economics, Research, Financial Modeling, Strategy, Valuation, Due Diligence, Bloomberg, Mergers & Acquisitions, Entrepreneurship, Corporate Finance
Education
University of Virginia, McIntire School of Commerce 2010 — 2014
B.S. Commerce - Double Major in Finance and Management, Global Commerce Minor
The London School of Economics and Political Science (LSE)
Duff & Phelps July 2014 - Present
Signal Hill Capital June 2013 - August 2013
Skills
Data Analysis, Economics, Research, Financial Modeling, Strategy, Valuation, Due Diligence, Bloomberg, Mergers & Acquisitions, Entrepreneurship, Corporate Finance
Education
University of Virginia, McIntire School of Commerce 2010 — 2014
B.S. Commerce - Double Major in Finance and Management, Global Commerce Minor
The London School of Economics and Political Science (LSE)
Brice Richter Brice Richter's Duff & Phelps Experience September 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Duff & Phelps June 2013 - August 2014
National Appraisal Partners August 2012 - May 2013
TCG Advisors June 2009 - August 2009
Vanguard Fire Systems, L.P. July 2007 - December 2008
Skills
Commercial Real Estate, Microsoft Excel, Valuation, Real Estate, Microsoft Office, Real Estate Economics, Financial Analysis, Finance, Financial Modeling, Due Diligence, Investments, Leadership, Market Research, Residential Homes
Education
Texas A&M University 2010 — 2011
Masters of Science, Agricultural Economics
Texas A&M University 2006 — 2010
Bachelor of Science, Agricultural Economics in Real Estate and Finance
Westlake High School 2002 — 2006
Duff & Phelps September 2014 - Present
Duff & Phelps June 2013 - August 2014
National Appraisal Partners August 2012 - May 2013
TCG Advisors June 2009 - August 2009
Vanguard Fire Systems, L.P. July 2007 - December 2008
Skills
Commercial Real Estate, Microsoft Excel, Valuation, Real Estate, Microsoft Office, Real Estate Economics, Financial Analysis, Finance, Financial Modeling, Due Diligence, Investments, Leadership, Market Research, Residential Homes
Education
Texas A&M University 2010 — 2011
Masters of Science, Agricultural Economics
Texas A&M University 2006 — 2010
Bachelor of Science, Agricultural Economics in Real Estate and Finance
Westlake High School 2002 — 2006
Marc Eisenberg's Duff & Phelps Experience July 2014 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Scarlet and Gray Financial, The Ohio State University: Student Wellness Center June 2012 - December 2013
General Electric Asset Management June 2013 - August 2013
MB. Productions January 2004 - June 2013
Apple Inc. January 2011 - December 2012
City of Columbus June 2012 - August 2012
The Sun News January 2007 - June 2010
The Green Dream: Eco-Friendly Showcase August 2009 - May 2010
Cleveland20/20 Music Festival August 2007 - May 2010
University Circle Incorporated May 2009 - September 2009
Skills
Leadership, Marketing, Social Networking, Public Relations, Financial Analysis, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Financial Modeling, Business Valuation, Valuation Modeling, Facebook, Emerging Markets, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Accounting, Project Management, Apple, Conversation, Exceptional People..., Solution Selling, Direct Sales, Intellectual Property..., Digital Photography, Financial Planning, Customer Service, Strategy, Sales, Finance, Time Management, Research, Data Analysis
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration, Honors Finance, 3.8
Beachwood High School 2006 — 2010
Honors Diploma, 3.9 (Cumulative)
Duff & Phelps July 2014 - Present
Scarlet and Gray Financial, The Ohio State University: Student Wellness Center June 2012 - December 2013
General Electric Asset Management June 2013 - August 2013
MB. Productions January 2004 - June 2013
Apple Inc. January 2011 - December 2012
City of Columbus June 2012 - August 2012
The Sun News January 2007 - June 2010
The Green Dream: Eco-Friendly Showcase August 2009 - May 2010
Cleveland20/20 Music Festival August 2007 - May 2010
University Circle Incorporated May 2009 - September 2009
Skills
Leadership, Marketing, Social Networking, Public Relations, Financial Analysis, Public Speaking, Microsoft Excel, Event Planning, Microsoft Word, Financial Modeling, Business Valuation, Valuation Modeling, Facebook, Emerging Markets, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Accounting, Project Management, Apple, Conversation, Exceptional People..., Solution Selling, Direct Sales, Intellectual Property..., Digital Photography, Financial Planning, Customer Service, Strategy, Sales, Finance, Time Management, Research, Data Analysis
Education
The Ohio State University Fisher College of Business 2010 — 2014
Bachelor of Science in Business Administration, Honors Finance, 3.8
Beachwood High School 2006 — 2010
Honors Diploma, 3.9 (Cumulative)
Brock Schroeder, CPA Brock Schroeder, CPA's Duff & Phelps Experience July 2012 - July 2013
Job Senior Consultant Strategy at EY
Industry Management Consulting
Experience
EY August 2013 - September 2015
Duff & Phelps July 2012 - July 2013
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor's degree
EY August 2013 - September 2015
Duff & Phelps July 2012 - July 2013
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor's degree
Brandon Van Volkenburgh's Duff & Phelps Experience October 2010 - January 2014
Job CoFounder and CTO at CrowdReason, LLC
Industry Management Consulting
Experience
CrowdReason, LLC January 2014 - Present
Duff & Phelps October 2010 - January 2014
Consona Corporation June 2009 - October 2010
SupportSoft, Inc. July 2005 - June 2009
Yahoo! January 2000 - July 2005
tunein 2003 - 2004
Enform Technology 1998 - 1999
Skills
Crowdsourcing, Innovation, Crowdfunding, Operations Management, Consulting, Leadership, Management, Strategic Partnerships, Executive Management
Education
Texas A&M University 1994 — 1999
Computer Engineering
CrowdReason, LLC January 2014 - Present
Duff & Phelps October 2010 - January 2014
Consona Corporation June 2009 - October 2010
SupportSoft, Inc. July 2005 - June 2009
Yahoo! January 2000 - July 2005
tunein 2003 - 2004
Enform Technology 1998 - 1999
Skills
Crowdsourcing, Innovation, Crowdfunding, Operations Management, Consulting, Leadership, Management, Strategic Partnerships, Executive Management
Education
Texas A&M University 1994 — 1999
Computer Engineering
Eugene Grinberg, CFA's Duff & Phelps Experience July 2008 - August 2009
Job President & CEO at Solve Advisors
Industry Capital Markets
Experience
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Solve Advisors July 2011 - Present
Houlihan Lokey August 2010 - July 2011
Red Pine Advisors LLC August 2009 - July 2011
Duff & Phelps July 2008 - August 2009
ACA Capital January 2004 - June 2008
Independent Consulting Projects May 2001 - December 2003
Banc of America 1999 - 2000
Skills
Structured Finance, MBS, Residential Mortgages, CDO, CLO, ABS, Securitization, Credit Derivatives, Interest Rate..., Investment Banking, Structuring Deals, Start-ups, Financial Modeling, Financial Technology, Financial Systems, C#, .NET, SQL Server, Microsoft SQL Server, Financial Structuring, Structured Products, Asset Management, CMBS, Financial Services, Fixed Income, Capital Markets, Credit, Derivatives, Financial Engineering, Hedge Funds, Quantitative Finance, Valuation
Education
The Cooper Union for the Advancement of Science and Art 2001 — 2002
Masters of Engineering, Electrical Engineering
The Cooper Union for the Advancement of Science and Art 1997 — 2001
Bachelors of Engineering, Electrical Engineering, concentration in Mathematics
Kimberly Cauthorn Kimberly Cauthorn's Duff & Phelps Experience September 2009 - December 2011
Job Vice PresidentInsurance at RPX Corporation
Industry Financial Services
Experience
RPX Corporation January 2015 - Present
RPX Corporation January 2013 - December 2014
RPX Corporation December 2011 - December 2012
Duff & Phelps September 2009 - December 2011
Samian Underwriting Agencies Limited September 2007 - August 2009
Kroll January 2005 - September 2007
Marsh May 2002 - January 2005
Litigation Risk Management November 2000 - May 2002
South Texas College of Law August 1991 - November 2000
Baker Botts LLP September 1988 - September 1990
Skills
Litigation Support, Risk Management, Legal Writing, Finance, Risk Assessment, Intellectual Property, Licensing, Due Diligence, Venture Capital, Litigation, Dispute Resolution, Patent Litigation, Commercial Litigation, Start-ups, Private Equity, Patents, Insurance, Trials, Trademarks, Negotiation, Joint Ventures, Claim, Legal Research, Contract Negotiation, Strategy, Analysis, Management, Corporate Finance, Corporate Development
Education
St. Mary's University School of Law 1985 — 1988
J.D. with Distinction, Law
The University of Texas at Austin 1981 — 1985
BA with High Honors in Plan II and English Honors, Liberal Arts
RPX Corporation January 2015 - Present
RPX Corporation January 2013 - December 2014
RPX Corporation December 2011 - December 2012
Duff & Phelps September 2009 - December 2011
Samian Underwriting Agencies Limited September 2007 - August 2009
Kroll January 2005 - September 2007
Marsh May 2002 - January 2005
Litigation Risk Management November 2000 - May 2002
South Texas College of Law August 1991 - November 2000
Baker Botts LLP September 1988 - September 1990
Skills
Litigation Support, Risk Management, Legal Writing, Finance, Risk Assessment, Intellectual Property, Licensing, Due Diligence, Venture Capital, Litigation, Dispute Resolution, Patent Litigation, Commercial Litigation, Start-ups, Private Equity, Patents, Insurance, Trials, Trademarks, Negotiation, Joint Ventures, Claim, Legal Research, Contract Negotiation, Strategy, Analysis, Management, Corporate Finance, Corporate Development
Education
St. Mary's University School of Law 1985 — 1988
J.D. with Distinction, Law
The University of Texas at Austin 1981 — 1985
BA with High Honors in Plan II and English Honors, Liberal Arts
Allison Bowling Allison Bowling's Duff & Phelps Experience October 2008 - August 2013
Job Tax Analyst at PepsiCo
Industry Financial Services
Experience
PepsiCo August 2013 - Present
Duff & Phelps October 2008 - August 2013
Skills
Financial Analysis, Tax, Property Tax, Financial Reporting, Auditing, Finance, Valuation, Corporate Tax, Analysis, Financial Modeling
Education
Texas A&M University 2004 — 2008
Bachelor's Degree, International/Global Studies & Business
IPT
PepsiCo August 2013 - Present
Duff & Phelps October 2008 - August 2013
Skills
Financial Analysis, Tax, Property Tax, Financial Reporting, Auditing, Finance, Valuation, Corporate Tax, Analysis, Financial Modeling
Education
Texas A&M University 2004 — 2008
Bachelor's Degree, International/Global Studies & Business
IPT
Andrew Turnbull Andrew Turnbull's Duff & Phelps Experience September 2007 - September 2011
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
Outerwall (formerly Redbox/Coinstar) August 2012 - October 2013
Outerwall (formerly Redbox/Coinstar) September 2011 - August 2012
Duff & Phelps September 2007 - September 2011
SunTrust Robinson Humphrey July 2006 - September 2007
Skills
Investment Banking, Financial Modeling, Mergers, Quantitative, Excel, Team Management, Team Leadership, Financial Analysis, Leadership Development, Investments, Joint Ventures, Structuring, Valuation, Corporate Finance, Business Valuation, Venture Capital, Debt, DCF, Credit Analysis, Industry Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Acquisitions
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics and Accounting
University of Florida
Business Administration, Finance, Magna Cum Laude
J.P. Morgan October 2013 - Present
Outerwall (formerly Redbox/Coinstar) August 2012 - October 2013
Outerwall (formerly Redbox/Coinstar) September 2011 - August 2012
Duff & Phelps September 2007 - September 2011
SunTrust Robinson Humphrey July 2006 - September 2007
Skills
Investment Banking, Financial Modeling, Mergers, Quantitative, Excel, Team Management, Team Leadership, Financial Analysis, Leadership Development, Investments, Joint Ventures, Structuring, Valuation, Corporate Finance, Business Valuation, Venture Capital, Debt, DCF, Credit Analysis, Industry Analysis, Mergers & Acquisitions, Due Diligence, Corporate Development, Acquisitions
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics and Accounting
University of Florida
Business Administration, Finance, Magna Cum Laude
Jason Easterly, MAI, MRICS's Duff & Phelps Experience October 2005 - August 2007
Job Director, Duff & Phelps, LLC
Industry Real Estate
Experience
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Kris McGrew CPA, MBA Kris McGrew CPA, MBA's Duff & Phelps Experience March 2011 - November 2014
Job Associate Director / Senior Manager at Navigant
Industry Financial Services
Experience
Navigant December 2014 - Present
Duff & Phelps March 2011 - November 2014
StoneTurn Group, LLP July 2007 - March 2011
Alvarez & Marsal September 2006 - June 2007
Deloitte & Touche April 2005 - September 2006
Ham, Langston & Brezina September 2003 - April 2005
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Strategy, Portfolio Management, Corporate Finance, Management Consulting, SEC filings, Forecasting, Analysis, Options, Mergers, Arbitration, Big 4, Securities Litigation, Financial Reporting, Derivatives, Financial Accounting, Finance, Dispute Resolution, SEC regulations, Damages, Purchase Price..., Breach Of Contract, Data Analysis, Futures, Commodity Markets
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Rawls College of Business at Texas Tech University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Navigant December 2014 - Present
Duff & Phelps March 2011 - November 2014
StoneTurn Group, LLP July 2007 - March 2011
Alvarez & Marsal September 2006 - June 2007
Deloitte & Touche April 2005 - September 2006
Ham, Langston & Brezina September 2003 - April 2005
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Strategy, Portfolio Management, Corporate Finance, Management Consulting, SEC filings, Forecasting, Analysis, Options, Mergers, Arbitration, Big 4, Securities Litigation, Financial Reporting, Derivatives, Financial Accounting, Finance, Dispute Resolution, SEC regulations, Damages, Purchase Price..., Breach Of Contract, Data Analysis, Futures, Commodity Markets
Education
University of Washington, Michael G. Foster School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Rawls College of Business at Texas Tech University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jake Alchek Jake Alchek's Duff & Phelps Experience June 2013 - August 2013
Job Associate at Hedge Fund
Industry Investment Management
Experience
Hedge Fund September 2015 - Present
EY July 2014 - August 2015
Duff & Phelps June 2013 - August 2013
XLCR Capital May 2012 - September 2012
Skills
Financial Services, Valuation, Investment Banking, Restructuring, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Corporate Research, Financial Modeling, Structured Finance, Investments, PowerPoint, Financial Analysis, Bloomberg, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Michigan 2010 — 2014
A.B., Economics and Political Science
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Hopkins School 2006 — 2010
Hedge Fund September 2015 - Present
EY July 2014 - August 2015
Duff & Phelps June 2013 - August 2013
XLCR Capital May 2012 - September 2012
Skills
Financial Services, Valuation, Investment Banking, Restructuring, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Corporate Research, Financial Modeling, Structured Finance, Investments, PowerPoint, Financial Analysis, Bloomberg, Microsoft Excel, Research, Public Speaking, Microsoft Word
Education
University of Michigan 2010 — 2014
A.B., Economics and Political Science
London School of Economics and Political Science 2012 — 2013
General Course, Economics
Hopkins School 2006 — 2010
Andy Lawhorn Andy Lawhorn's Duff & Phelps Experience July 2005 - March 2007
Job Vice President Finance at Toll Brothers
Industry Real Estate
Experience
Toll Brothers March 2007 - Present
Duff & Phelps July 2005 - March 2007
Navigant Consulting July 2001 - July 2005
Skills
Corporate Finance, Project Finance, M&A analysis, M&A execution, Real Estate Financing, Real Estate Transactions, Business Valuation, Financial Modeling, Financial Structuring, Joint Ventures, Data Analysis, Due Diligence, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 1997 — 2001
Midlothian High School 1993 — 1997
Toll Brothers March 2007 - Present
Duff & Phelps July 2005 - March 2007
Navigant Consulting July 2001 - July 2005
Skills
Corporate Finance, Project Finance, M&A analysis, M&A execution, Real Estate Financing, Real Estate Transactions, Business Valuation, Financial Modeling, Financial Structuring, Joint Ventures, Data Analysis, Due Diligence, Financial Analysis
Education
The College of William and Mary - The Mason School of Business 1997 — 2001
Midlothian High School 1993 — 1997
Nicholas Barnhill Nicholas Barnhill's Duff & Phelps Experience August 2012 - March 2015
Job Senior Associate at EY
Industry Financial Services
Experience
EY April 2015 - Present
Duff & Phelps August 2012 - March 2015
JPMorgan Chase June 2011 - August 2011
KPMG January 2011 - March 2011
Skills
Valuation, Corporate Finance, Financial Analysis, Credit Analysis, Accounting, Financial Modeling, Mergers, Finance
Education
Texas A&M University 2007 — 2012
MS, Accounting and Finance
Texas A&M University - Mays Business School 2007 — 2012
BBA in Accounting, MS in Finance, Accounting and Finance
EY April 2015 - Present
Duff & Phelps August 2012 - March 2015
JPMorgan Chase June 2011 - August 2011
KPMG January 2011 - March 2011
Skills
Valuation, Corporate Finance, Financial Analysis, Credit Analysis, Accounting, Financial Modeling, Mergers, Finance
Education
Texas A&M University 2007 — 2012
MS, Accounting and Finance
Texas A&M University - Mays Business School 2007 — 2012
BBA in Accounting, MS in Finance, Accounting and Finance
Chetan Joshi, CPA, CITP Chetan Joshi, CPA, CITP's Duff & Phelps Experience August 2008 - April 2011
Job Senior Manager at Ernst & Young LLP
Industry Management Consulting
Experience
Ernst & Young LLP September 2015 - Present
Practising Law Institute November 2012 - Present
America Scores Chicago February 2010 - March 2014
Clarity Advisory Group, LLC January 2012 - September 2013
AICPA January 2010 - December 2012
Clifton Gunderson LLP June 2011 - December 2011
Duff & Phelps August 2008 - April 2011
Huron Consulting Group January 2006 - June 2007
PricewaterhouseCoopers LLP February 1997 - January 2006
Andersen Worldwide 1992 - 1996
Skills
Litigation Support, Computer Forensics, Forensic Investigations, Data Management, Records Management, Forensic Analysis, Expert Witness, Litigation, Forensic Accounting, Business Strategy, Business Development, Fraud, Project Management, Risk Assessment, Leadership, Tax, CPA, Enterprise Risk..., Accounting, Due Diligence, Bankruptcy, Financial Modeling, Internal Controls, Private Equity, Management, Finance, Internal Audit, Data Analysis, Valuation, Sarbanes-Oxley Act, Private Investigations, Corporate Governance, Consulting, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
St. John The Baptist High School
University of Illinois at Chicago, College of Business Adminstration
Bachelors
Ernst & Young LLP September 2015 - Present
Practising Law Institute November 2012 - Present
America Scores Chicago February 2010 - March 2014
Clarity Advisory Group, LLC January 2012 - September 2013
AICPA January 2010 - December 2012
Clifton Gunderson LLP June 2011 - December 2011
Duff & Phelps August 2008 - April 2011
Huron Consulting Group January 2006 - June 2007
PricewaterhouseCoopers LLP February 1997 - January 2006
Andersen Worldwide 1992 - 1996
Skills
Litigation Support, Computer Forensics, Forensic Investigations, Data Management, Records Management, Forensic Analysis, Expert Witness, Litigation, Forensic Accounting, Business Strategy, Business Development, Fraud, Project Management, Risk Assessment, Leadership, Tax, CPA, Enterprise Risk..., Accounting, Due Diligence, Bankruptcy, Financial Modeling, Internal Controls, Private Equity, Management, Finance, Internal Audit, Data Analysis, Valuation, Sarbanes-Oxley Act, Private Investigations, Corporate Governance, Consulting, Business Valuation, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA
St. John The Baptist High School
University of Illinois at Chicago, College of Business Adminstration
Bachelors
Bradley Clarke Bradley Clarke's Duff & Phelps Experience August 2011 - August 2013
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
Benford Capital Partners, LLC January 2015 - Present
The Griffing Group September 2013 - September 2014
Duff & Phelps August 2011 - August 2013
Ellwood Associates July 2010 - August 2011
Skills
Valuation, Analysis, Competitive Analysis, Research, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Investments, Data Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Alternative Investments, Portfolio Management, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Strategic Management, Accounting
Duke University 2006 — 2010
Bachelor of Arts, Public Policy Studies, Markets & Management Studies
Benford Capital Partners, LLC January 2015 - Present
The Griffing Group September 2013 - September 2014
Duff & Phelps August 2011 - August 2013
Ellwood Associates July 2010 - August 2011
Skills
Valuation, Analysis, Competitive Analysis, Research, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Corporate Finance, Investments, Data Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Alternative Investments, Portfolio Management, Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Strategic Management, Accounting
Duke University 2006 — 2010
Bachelor of Arts, Public Policy Studies, Markets & Management Studies
Lauren Tiberi Warner's Duff & Phelps Experience May 2014 - August 2014
Job Venture for America Fellow @ Avhana Health
Industry Hospital & Health Care
Experience
Avhana Health July 2015 - Present
Northeast Surgical Wound Care, Inc. June 2011 - March 2015
Duff & Phelps May 2014 - August 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2012 - July 2012
Edward C Hawkins & Co. June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Teamwork, SAP Netweaver, SAP BW, SAP GUI, Business Partner Support, Peachtree, SharePoint
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.8
Avhana Health July 2015 - Present
Northeast Surgical Wound Care, Inc. June 2011 - March 2015
Duff & Phelps May 2014 - August 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2012 - July 2012
Edward C Hawkins & Co. June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Teamwork, SAP Netweaver, SAP BW, SAP GUI, Business Partner Support, Peachtree, SharePoint
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.8
James Partridge's Duff & Phelps Experience December 2013 - April 2015
Job Expert in law department operations; vendor and law firm management; and legal data analytics
Industry Legal Services
Experience
Fee Simple Consulting April 2015 - Present
Duff & Phelps December 2013 - April 2015
Ally Financial Inc. (f/k/a GMAC Inc.) July 2009 - May 2013
Ally Financial Inc. (f/k/a GMAC Inc.) May 2007 - July 2009
Pear Sperling Eggan & Daniels, P.C. June 2000 - April 2007
KELSEY LAW GROUP April 1997 - May 2000
Dykema Gossett PLLC June 1994 - March 1997
WHITMAN BREED ABBOTT & MORGAN September 1993 - May 1994
UNITED STATES ATTORNEY September 1991 - May 1992
Skills
Commercial Lending, Negotiation, Commercial Litigation, Litigation, Legal Writing, Copyright Law, Project Management, Program Management, Change Management, Public Speaking, Teaching, commercial transactions, Legal Research, Trademarks, Trademark Infringement, Operational Excellence, Process Optimization, Business Innovation, Arbitration, Process Improvement, Corporate Law, Bankruptcy, Intellectual Property, International Law, Civil Litigation, Strategy, Legal Assistance, Trials, Dispute Resolution, Risk Management, Litigation Management, Legal Issues, Outsourcing, Litigation Support, Business Strategy, Business Transactions, Contract Law, Hearings, Document Review, Legal Compliance, Courts, Cross-functional Team..., Legal Advice, Alternative Dispute..., Dispute, Westlaw, Management, Mediation, Leadership, Corporate Governance
Education
Syracuse University College of Law 1990 — 1993
J.D., Law
The George Washington University 1984 — 1988
B.A., International Relations
Half Hollow Hills HS
West Hollow Junior High School
West Hollow Junior High School
Fee Simple Consulting April 2015 - Present
Duff & Phelps December 2013 - April 2015
Ally Financial Inc. (f/k/a GMAC Inc.) July 2009 - May 2013
Ally Financial Inc. (f/k/a GMAC Inc.) May 2007 - July 2009
Pear Sperling Eggan & Daniels, P.C. June 2000 - April 2007
KELSEY LAW GROUP April 1997 - May 2000
Dykema Gossett PLLC June 1994 - March 1997
WHITMAN BREED ABBOTT & MORGAN September 1993 - May 1994
UNITED STATES ATTORNEY September 1991 - May 1992
Skills
Commercial Lending, Negotiation, Commercial Litigation, Litigation, Legal Writing, Copyright Law, Project Management, Program Management, Change Management, Public Speaking, Teaching, commercial transactions, Legal Research, Trademarks, Trademark Infringement, Operational Excellence, Process Optimization, Business Innovation, Arbitration, Process Improvement, Corporate Law, Bankruptcy, Intellectual Property, International Law, Civil Litigation, Strategy, Legal Assistance, Trials, Dispute Resolution, Risk Management, Litigation Management, Legal Issues, Outsourcing, Litigation Support, Business Strategy, Business Transactions, Contract Law, Hearings, Document Review, Legal Compliance, Courts, Cross-functional Team..., Legal Advice, Alternative Dispute..., Dispute, Westlaw, Management, Mediation, Leadership, Corporate Governance
Education
Syracuse University College of Law 1990 — 1993
J.D., Law
The George Washington University 1984 — 1988
B.A., International Relations
Half Hollow Hills HS
West Hollow Junior High School
West Hollow Junior High School
Hallie Hastings Hallie Hastings's Duff & Phelps Experience July 2013 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2013 - Present
KeyBank June 2012 - August 2012
NBCUniversal, Inc. June 2011 - August 2011
Skills
Valuation, Financial Modeling, Forecasting, Financial Analysis, Business Strategy, Corporate Finance, DCF, Microsoft Office, Bloomberg, Mergers & Acquisitions, Due Diligence, Capital IQ, Business Valuation, Equity Research
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Universidad Pontificia Comillas 2011 — 2012
Bachelor's Degree, Business Administration and Management, General
Duff & Phelps July 2013 - Present
KeyBank June 2012 - August 2012
NBCUniversal, Inc. June 2011 - August 2011
Skills
Valuation, Financial Modeling, Forecasting, Financial Analysis, Business Strategy, Corporate Finance, DCF, Microsoft Office, Bloomberg, Mergers & Acquisitions, Due Diligence, Capital IQ, Business Valuation, Equity Research
Education
The Ohio State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Universidad Pontificia Comillas 2011 — 2012
Bachelor's Degree, Business Administration and Management, General
Matt Moran's Duff & Phelps Experience April 2003 - June 2004
Job Vice President at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners July 2011 - Present
Wind Point Partners August 2006 - June 2009
Lehman Brothers July 2004 - July 2006
Duff & Phelps April 2003 - June 2004
Skills
Private Equity, Due Diligence, Investment Banking, Mergers, Valuation, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Divestitures, Entrepreneurship, Restructuring, LBO, Business Strategy, Strategic Planning, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
London School of Economics and Political Science 2001 — 2002
General Course Program
University of Michigan 1999 — 2002
Bachelor of Arts (B.A.), Economics
Wind Point Partners July 2011 - Present
Wind Point Partners August 2006 - June 2009
Lehman Brothers July 2004 - July 2006
Duff & Phelps April 2003 - June 2004
Skills
Private Equity, Due Diligence, Investment Banking, Mergers, Valuation, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Divestitures, Entrepreneurship, Restructuring, LBO, Business Strategy, Strategic Planning, Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA)
London School of Economics and Political Science 2001 — 2002
General Course Program
University of Michigan 1999 — 2002
Bachelor of Arts (B.A.), Economics
Phil Larger's Duff & Phelps Experience March 2013 - May 2014
Job 2016 MBA Candidate at Max M. Fisher College of Business, The Ohio State University
Industry Real Estate
Experience
Max M. Fisher College of Business, The Ohio State University August 2014 - Present
EverWest Real Estate Partners May 2015 - July 2015
Duff & Phelps March 2013 - May 2014
Duff & Phelps July 2011 - February 2013
Alliance Trading Inc. June 2010 - August 2010
DHL Global Business Services - Real Estate June 2009 - August 2009
Skills
Argus Modeling, Financial Modeling, Appraisals, Microsoft Excel, Commercial Real Estate, Report Writing, Valuation, Due Diligence, Real Estate, Finance
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder - Leeds School of Business 2006 — 2011
BS, Finance
Max M. Fisher College of Business, The Ohio State University August 2014 - Present
EverWest Real Estate Partners May 2015 - July 2015
Duff & Phelps March 2013 - May 2014
Duff & Phelps July 2011 - February 2013
Alliance Trading Inc. June 2010 - August 2010
DHL Global Business Services - Real Estate June 2009 - August 2009
Skills
Argus Modeling, Financial Modeling, Appraisals, Microsoft Excel, Commercial Real Estate, Report Writing, Valuation, Due Diligence, Real Estate, Finance
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder - Leeds School of Business 2006 — 2011
BS, Finance
Jeff Gordon, CFA's Duff & Phelps Experience 1996 - Present
Job Managing Director at Duff & Phelps | Fairness and Solvency Opinions | Valuations | Advisor to Boards and CEOs/CFOs
Industry Investment Banking
Experience
Duff & Phelps 1996 - Present
American Jewish Committee 1995 - Present
Duff & Phelps Capital Markets 1985 - 1996
Arthur Andersen 1983 - 1985
U.S. International Trade Commission 1980 - 1981
Skills
Fairness Opinions, Business Valuation, Corporate Finance, Real Estate Transactions, Solvency Opinions, New Business Development, Public Speaking, Mentoring, LinkedIn
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Swarthmore College 1976 — 1981
B.A., Economics
Duff & Phelps 1996 - Present
American Jewish Committee 1995 - Present
Duff & Phelps Capital Markets 1985 - 1996
Arthur Andersen 1983 - 1985
U.S. International Trade Commission 1980 - 1981
Skills
Fairness Opinions, Business Valuation, Corporate Finance, Real Estate Transactions, Solvency Opinions, New Business Development, Public Speaking, Mentoring, LinkedIn
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Swarthmore College 1976 — 1981
B.A., Economics
Marty Dauer's Duff & Phelps Experience January 2008 - Present
Job Chief Marketing Officer at Duff & Phelps with Expertise in Communications, Branding, Advertising and Investor Relations
Industry Financial Services
Experience
Duff & Phelps January 2008 - Present
Marsh, Inc. June 2006 - November 2007
Tyco International July 2003 - March 2006
GE Healthcare March 2001 - July 2003
GE - Global Research February 1999 - March 2001
Ingersoll Rand 1992 - 1992
Skills
Corporate Branding, Integrated Marketing, Marketing Communications, Brand Management, Internal Communications, Corporate Communications, Investor Relations, Strategy, Advertising, Strategic Communications, Marketing Strategy, Marketing, Mergers & Acquisitions, Thought Leadership, Market Research, Branding & Identity, Strategic Planning, Business Strategy, Competitive Analysis, Crisis Communications, Email Marketing, Interactive Marketing, Media Relations, Executive-level..., Six Sigma, Management, Leadership, Middle Market, Fortune 500, CFOs, Business Owners
Education
State University of New York at Albany 1994 — 1997
MBA
Siena College 1988 — 1992
Bachelor of Science (BS)
Newburgh Free Academy 1986 — 1988
Duff & Phelps January 2008 - Present
Marsh, Inc. June 2006 - November 2007
Tyco International July 2003 - March 2006
GE Healthcare March 2001 - July 2003
GE - Global Research February 1999 - March 2001
Ingersoll Rand 1992 - 1992
Skills
Corporate Branding, Integrated Marketing, Marketing Communications, Brand Management, Internal Communications, Corporate Communications, Investor Relations, Strategy, Advertising, Strategic Communications, Marketing Strategy, Marketing, Mergers & Acquisitions, Thought Leadership, Market Research, Branding & Identity, Strategic Planning, Business Strategy, Competitive Analysis, Crisis Communications, Email Marketing, Interactive Marketing, Media Relations, Executive-level..., Six Sigma, Management, Leadership, Middle Market, Fortune 500, CFOs, Business Owners
Education
State University of New York at Albany 1994 — 1997
MBA
Siena College 1988 — 1992
Bachelor of Science (BS)
Newburgh Free Academy 1986 — 1988
Jana Mims Jana Mims's Duff & Phelps Experience September 2007 - April 2010
Job Fulltime JD/MBA Student at Texas Southern University
Industry Legal Services
Experience
Texas Southern University August 2011 - Present
United States Attorney's Office March 2014 - May 2014
Deloitte July 2010 - July 2011
Duff & Phelps September 2007 - April 2010
Skills
Leadership, Client Service, Research, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
Texas Southern University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University/Thurgood Marshall School of Law 2011 — 2014
Juris Doctor (J.D.), JD/MBA
Texas Southern University August 2011 - Present
United States Attorney's Office March 2014 - May 2014
Deloitte July 2010 - July 2011
Duff & Phelps September 2007 - April 2010
Skills
Leadership, Client Service, Research, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
Texas Southern University 2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University/Thurgood Marshall School of Law 2011 — 2014
Juris Doctor (J.D.), JD/MBA
Sarah Wilyamowsky Sarah Wilyamowsky's Duff & Phelps Experience March 2013 - September 2013
Job Business Strategy/M&A and Investment Banking
Industry Investment Banking
Experience
Amdocs August 2015 - Present
KPMG September 2014 - August 2015
Bar-Ilan University January 2015 - March 2015
lool ventures July 2014 - August 2014
Duff & Phelps March 2013 - September 2013
Duff & Phelps 2010 - March 2013
Duff & Phelps August 2008 - September 2010
UBS Wealth Management June 2007 - August 2007
Bloomberg LP June 2007 - August 2007
Skills
Financial Modeling, Valuation, DCF Valuation, Equity Valuation, Business Valuation, Enterprise Valuation, Modeling, Intellectual Property..., Finance, Mergers & Acquisitions, Strategy, Hedge Funds, Management, Asset Management, Equities, Financial Analysis
Education
Tel Aviv University 2013 — 2014
Master of Business Administration (MBA), Strategy & Entepreneurship
Yeshiva University 2004 — 2008
BA, Economics
Amdocs August 2015 - Present
KPMG September 2014 - August 2015
Bar-Ilan University January 2015 - March 2015
lool ventures July 2014 - August 2014
Duff & Phelps March 2013 - September 2013
Duff & Phelps 2010 - March 2013
Duff & Phelps August 2008 - September 2010
UBS Wealth Management June 2007 - August 2007
Bloomberg LP June 2007 - August 2007
Skills
Financial Modeling, Valuation, DCF Valuation, Equity Valuation, Business Valuation, Enterprise Valuation, Modeling, Intellectual Property..., Finance, Mergers & Acquisitions, Strategy, Hedge Funds, Management, Asset Management, Equities, Financial Analysis
Education
Tel Aviv University 2013 — 2014
Master of Business Administration (MBA), Strategy & Entepreneurship
Yeshiva University 2004 — 2008
BA, Economics
Graham Kauffman Graham Kauffman's Duff & Phelps Experience June 2014 - Present
Job Investment Banking Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2014 - Present
The Ohio State University - The Max M. Fisher College of Business August 2013 - May 2014
Resurgent Capital Services May 2013 - May 2014
University of South Carolina Athletic Department August 2012 - May 2013
Hubbell Lighting May 2011 - August 2012
Skills
Microsoft Excel, Corporate Finance, Real Estate Investments, International Finance, Teamwork, Product Management, Microsoft Office, Access, Derivative Securities, Fixed Income Securities, Management, Finance, Data Analysis, Competitive Analysis, Leadership, Derivatives
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master of Finance, Finance, 3.85
University of South Carolina - The Moore School of Business 2011 — 2013
Bachelors of Science, Business Administration, Finance (Investments and Corporate Finance), Real Estate, 3.8 of 4.0 Cum Laude Honors
St. Joseph's Catholic School 2005 — 2009
High School
Duff & Phelps June 2014 - Present
The Ohio State University - The Max M. Fisher College of Business August 2013 - May 2014
Resurgent Capital Services May 2013 - May 2014
University of South Carolina Athletic Department August 2012 - May 2013
Hubbell Lighting May 2011 - August 2012
Skills
Microsoft Excel, Corporate Finance, Real Estate Investments, International Finance, Teamwork, Product Management, Microsoft Office, Access, Derivative Securities, Fixed Income Securities, Management, Finance, Data Analysis, Competitive Analysis, Leadership, Derivatives
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2014
Specialized Master of Finance, Finance, 3.85
University of South Carolina - The Moore School of Business 2011 — 2013
Bachelors of Science, Business Administration, Finance (Investments and Corporate Finance), Real Estate, 3.8 of 4.0 Cum Laude Honors
St. Joseph's Catholic School 2005 — 2009
High School
Lee Higgins Lee Higgins's Duff & Phelps Experience November 2008 - April 2010
Job Principal at Tax Incentives Consultants, LLC and Tax Incentive Finance, LLC
Industry Management Consulting
Experience
Tax Incentives Consultants, LLC and Tax Incentive Finance, LLC January 2014 - Present
Business Economic Incentives, LLC May 2010 - Present
Site Selection Group May 2011 - December 2013
Duff & Phelps November 2008 - April 2010
Deloitte June 2005 - November 2008
Skills
Economic Development, Strategic Planning, Entrepreneurship, Site Selections, Public Speaking, Incentives, Project Planning, Tax, Public Relations, Investments, Location Intelligence, Community Development, Leadership, Negotiation, Site Development, Management, Budgets, Fundraising, Program Management, Strategy
Education
Texas A&M University
Bachelor of Science
Tax Incentives Consultants, LLC and Tax Incentive Finance, LLC January 2014 - Present
Business Economic Incentives, LLC May 2010 - Present
Site Selection Group May 2011 - December 2013
Duff & Phelps November 2008 - April 2010
Deloitte June 2005 - November 2008
Skills
Economic Development, Strategic Planning, Entrepreneurship, Site Selections, Public Speaking, Incentives, Project Planning, Tax, Public Relations, Investments, Location Intelligence, Community Development, Leadership, Negotiation, Site Development, Management, Budgets, Fundraising, Program Management, Strategy
Education
Texas A&M University
Bachelor of Science
Byrne Marston's Duff & Phelps Experience January 2015 - Present
Job Commercial Real Estate Analyst at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps January 2015 - Present
PNC June 2014 - August 2014
Connelly, Carlisle, Fields, & Nichols May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Facebook, Spanish, Outlook, Leadership, Financial Analysis
Education
The University of Georgia 2010 — 2014
Bachelor in Business Administration, Real Estate and Risk Management & Insurance, Alumni
Berkeley Preparatory School 2006 — 2010
Duff & Phelps January 2015 - Present
PNC June 2014 - August 2014
Connelly, Carlisle, Fields, & Nichols May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Facebook, Spanish, Outlook, Leadership, Financial Analysis
Education
The University of Georgia 2010 — 2014
Bachelor in Business Administration, Real Estate and Risk Management & Insurance, Alumni
Berkeley Preparatory School 2006 — 2010
Jiani Liang Jiani Liang's Duff & Phelps Experience March 2015 - Present
Job Strategic Value Advisory Analyst at Duff & Phelps
Industry Market Research
Experience
Duff & Phelps March 2015 - Present
LiquidContext March 2014 - December 2014
Autodesk June 2014 - August 2014
Sun Yat-sen University October 2011 - April 2012
China Galaxy Securities Ltd. July 2011 - August 2011
Skills
Data Mining, Microsoft Excel, Data Analysis, Decision Trees, SAS, @Risk, Quantitative Analytics, Stata, Statistics, R, Statistical Modeling, SAS programming, SQL Server Management..., Tableau, Time Management, Presentations
Education
University of Michigan 2012 — 2014
Master of Arts (M.A.), Applied Statistics, 3.906
University of Michigan 2012 — 2014
Master's degree, Applied Economics
Sun Yat-Sen University 2008 — 2012
Duff & Phelps March 2015 - Present
LiquidContext March 2014 - December 2014
Autodesk June 2014 - August 2014
Sun Yat-sen University October 2011 - April 2012
China Galaxy Securities Ltd. July 2011 - August 2011
Skills
Data Mining, Microsoft Excel, Data Analysis, Decision Trees, SAS, @Risk, Quantitative Analytics, Stata, Statistics, R, Statistical Modeling, SAS programming, SQL Server Management..., Tableau, Time Management, Presentations
Education
University of Michigan 2012 — 2014
Master of Arts (M.A.), Applied Statistics, 3.906
University of Michigan 2012 — 2014
Master's degree, Applied Economics
Sun Yat-Sen University 2008 — 2012
Kevin Conrad, CCIM Kevin Conrad, CCIM's Duff & Phelps Experience August 2008 - November 2011
Job Property Tax Consultant
Industry Commercial Real Estate
Experience
Morrison & Head, LP November 2011 - Present
Duff & Phelps August 2008 - November 2011
Thomson Reuters October 2007 - August 2008
Deloitte June 2004 - October 2007
Skills
Tax, Valuation, Commercial Real Estate, Property Tax, Due Diligence, Financial Modeling, Financial Analysis
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
Morrison & Head, LP November 2011 - Present
Duff & Phelps August 2008 - November 2011
Thomson Reuters October 2007 - August 2008
Deloitte June 2004 - October 2007
Skills
Tax, Valuation, Commercial Real Estate, Property Tax, Due Diligence, Financial Modeling, Financial Analysis
Education
Texas A&M University - Mays Business School 1996 — 2000
BBA, Finance
Heather Simm Heather Simm's Duff & Phelps Experience 2008 - Present
Job Owner, Sole Manager at Laird Hunt Consulting LLC
Industry Financial Services
Experience
Laird Hunt Consulting LLC April 2015 - Present
Architects-Plus (Houston) 2013 - Present
Duff & Phelps 2008 - Present
Kroll March 2008 - May 2008
CRA International December 2003 - March 2008
Skills
Intellectual Property, Financial Modeling, Analysis, Patents, Litigation, Data Analysis, Business Valuation, Management, Training, Project Management, Strategic Consulting, Leadership, Research, Relational Databases, Report Writing, Technical Writing, Copy Editing, Proofreading, Client Relations Skills, Litigation Support, Licensing, Corporate Finance, Financial Analysis, Valuation, Public Speaking, Strategy, Consulting, Microsoft Word, Microsoft Excel, Access, Mac OS, Event Planning, Time Management
Education
University of Houston 2005 — 2007
MBA
University of Central Florida 2002 — 2003
BA, Anthropology
Texas Christian University 1999 — 2001
Klein High School 1995 — 2000
Laird Hunt Consulting LLC April 2015 - Present
Architects-Plus (Houston) 2013 - Present
Duff & Phelps 2008 - Present
Kroll March 2008 - May 2008
CRA International December 2003 - March 2008
Skills
Intellectual Property, Financial Modeling, Analysis, Patents, Litigation, Data Analysis, Business Valuation, Management, Training, Project Management, Strategic Consulting, Leadership, Research, Relational Databases, Report Writing, Technical Writing, Copy Editing, Proofreading, Client Relations Skills, Litigation Support, Licensing, Corporate Finance, Financial Analysis, Valuation, Public Speaking, Strategy, Consulting, Microsoft Word, Microsoft Excel, Access, Mac OS, Event Planning, Time Management
Education
University of Houston 2005 — 2007
MBA
University of Central Florida 2002 — 2003
BA, Anthropology
Texas Christian University 1999 — 2001
Klein High School 1995 — 2000
Joe Jacob Joe Jacob's Duff & Phelps Experience September 2010 - April 2011
Job Senior Vice President Commercial Banking at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank April 2011 - Present
Duff & Phelps September 2010 - April 2011
Bank of America Merrill Lynch (LaSalle Bank) June 2006 - September 2010
JPMorgan Chase January 2004 - June 2006
Price Waterhouse Coopers May 2002 - January 2004
Arthur Andersen June 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Commercial Lending, Capital Markets, Credit, Risk Management, Middle Market, Due Diligence, Business Relationship..., Investment Banking, Financial Risk, Loans, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Underwriting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business, Concentrations in Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
BMO Harris Bank April 2011 - Present
Duff & Phelps September 2010 - April 2011
Bank of America Merrill Lynch (LaSalle Bank) June 2006 - September 2010
JPMorgan Chase January 2004 - June 2006
Price Waterhouse Coopers May 2002 - January 2004
Arthur Andersen June 2001 - May 2002
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Commercial Lending, Capital Markets, Credit, Risk Management, Middle Market, Due Diligence, Business Relationship..., Investment Banking, Financial Risk, Loans, Banking, Commercial Banking, Corporate Finance, Credit Risk, Finance, Underwriting, Portfolio Management
Education
The University of Chicago - Booth School of Business 2007 — 2011
Master of Business, Concentrations in Finance, Accounting, Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance
Aya Bellicha Aya Bellicha's Duff & Phelps Experience April 2009 - July 2010
Job Finance and Real Estate PhD Candidate at UC Berkeley
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business May 2011 - Present
UC Berkeley July 2010 - Present
University of California, Berkeley, Haas School of Business January 2015 - March 2015
University of California, Berkeley, Haas School of Business March 2014 - May 2014
University of California, Berkeley, Haas School of Business August 2013 - October 2013
Haas School of Business June 2012 - July 2012
Duff & Phelps April 2009 - July 2010
Duff & Phelps October 2008 - January 2009
Marvell August 2005 - January 2008
Intel March 2004 - August 2005
Skills
C/C++, STATA, Matlab, Financial Modeling, Corporate Finance, Finance, Financial Engineering, Quantitative Finance, Empirical Finance, Statistics, Data Analysis, Data Mining, CDS, Algorithms, Stata, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2010 — 2015
PhD, Finance and Real Estate
UC Berkeley Haas School of Business 2010 — 2012
Master of Science (M.Sc.), Finance
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial Engineering
Tel Aviv University 2001 — 2005
BSc, Electrical Engineering & Computer Science
University of California, Berkeley, Haas School of Business May 2011 - Present
UC Berkeley July 2010 - Present
University of California, Berkeley, Haas School of Business January 2015 - March 2015
University of California, Berkeley, Haas School of Business March 2014 - May 2014
University of California, Berkeley, Haas School of Business August 2013 - October 2013
Haas School of Business June 2012 - July 2012
Duff & Phelps April 2009 - July 2010
Duff & Phelps October 2008 - January 2009
Marvell August 2005 - January 2008
Intel March 2004 - August 2005
Skills
C/C++, STATA, Matlab, Financial Modeling, Corporate Finance, Finance, Financial Engineering, Quantitative Finance, Empirical Finance, Statistics, Data Analysis, Data Mining, CDS, Algorithms, Stata, Fixed Income
Education
University of California, Berkeley, Haas School of Business 2010 — 2015
PhD, Finance and Real Estate
UC Berkeley Haas School of Business 2010 — 2012
Master of Science (M.Sc.), Finance
University of California, Berkeley, Haas School of Business 2008 — 2009
MFE, Financial Engineering
Tel Aviv University 2001 — 2005
BSc, Electrical Engineering & Computer Science
Dave Harutian Dave Harutian's Duff & Phelps Experience August 2013 - Present
Job Investment Banking Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps August 2013 - Present
DreamLink February 2011 - Present
Duff & Phelps July 2011 - August 2013
Diamond Hill Investments January 2011 - June 2011
Shell Oil Company May 2010 - September 2010
Commerce National Bank June 2006 - May 2010
Copper Run Capital 2009 - 2009
Advanced Equities June 2008 - September 2008
Skills
Kicking Ass, Valuation, Finance, Private Equity, Investment Banking, Venture Capital, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
The Ohio State University 2005 — 2010
BS, Finance, Economics, Russian
Duff & Phelps August 2013 - Present
DreamLink February 2011 - Present
Duff & Phelps July 2011 - August 2013
Diamond Hill Investments January 2011 - June 2011
Shell Oil Company May 2010 - September 2010
Commerce National Bank June 2006 - May 2010
Copper Run Capital 2009 - 2009
Advanced Equities June 2008 - September 2008
Skills
Kicking Ass, Valuation, Finance, Private Equity, Investment Banking, Venture Capital, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
The Ohio State University 2005 — 2010
BS, Finance, Economics, Russian
Christopher Dodd's Duff & Phelps Experience April 2011 - Present
Job Vice President, Legal Management Consulting at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps April 2011 - Present
Kiersted Systems September 1999 - March 2011
Computer Packages Inc. 1996 - 1999
Living Centers of America 1995 - 1996
ROSEN February 1995 - December 1995
Skills
Litigation Support, Consulting, Document Management, Integration, Management Consulting, Project Management, Analysis, Professional Services, Strategy, Management, Document Review, Requirements Analysis, Software Documentation, Real Estate, Computer Forensics, Lead Generation, Access, Records Management, Due Diligence, Databases, Data Center, Contract Management, Training, Legal Technology, Computer Based Training
Education
Texas A&M University-Kingsville 1990 — 1994
BBA
Duff & Phelps April 2011 - Present
Kiersted Systems September 1999 - March 2011
Computer Packages Inc. 1996 - 1999
Living Centers of America 1995 - 1996
ROSEN February 1995 - December 1995
Skills
Litigation Support, Consulting, Document Management, Integration, Management Consulting, Project Management, Analysis, Professional Services, Strategy, Management, Document Review, Requirements Analysis, Software Documentation, Real Estate, Computer Forensics, Lead Generation, Access, Records Management, Due Diligence, Databases, Data Center, Contract Management, Training, Legal Technology, Computer Based Training
Education
Texas A&M University-Kingsville 1990 — 1994
BBA
Sheryl A. Kasper Sheryl A. Kasper's Duff & Phelps Experience June 2009 - June 2011
Job "Creating leading edge software solutions to enhance tax & accounting practices around the globe”
Industry Computer Software
Experience
SAK Consulting, LLC January 2013 - Present
PowerPlan, Inc June 2011 - January 2013
Duff & Phelps June 2009 - June 2011
Tax Compliance, Inc. August 1997 - March 2009
Marvin F. Poer & Company 1996 - 1997
Blinn College 1993 - 1995
Skills
CRM, Pricing, Research, Product Management, Negotiation, Microsoft Word, Financial Risk, Business Development, Integration, Consulting, Strategy, Change Management, Forecasting, Program Management, Budgets, Tax, Process Improvement, Management, Product Development, Training, Software Development, Start-ups, Financial Modeling, Sales, ERP, Entrepreneurship, Leadership, Business Analysis, Account Management, Analysis, Business Process..., Business Process, Enterprise Software, SaaS, Business Intelligence, Professional Services, Salesforce.com, Management Consulting, Quality Assurance, Accounting, Mergers & Acquisitions, Solution Selling, Analytics, Cross-functional Team..., Business Strategy, Financial Analysis, Risk Management, Team Leadership, Cloud Computing, Project Management
Education
Texas A&M University 1989 — 1991
BBA
SAK Consulting, LLC January 2013 - Present
PowerPlan, Inc June 2011 - January 2013
Duff & Phelps June 2009 - June 2011
Tax Compliance, Inc. August 1997 - March 2009
Marvin F. Poer & Company 1996 - 1997
Blinn College 1993 - 1995
Skills
CRM, Pricing, Research, Product Management, Negotiation, Microsoft Word, Financial Risk, Business Development, Integration, Consulting, Strategy, Change Management, Forecasting, Program Management, Budgets, Tax, Process Improvement, Management, Product Development, Training, Software Development, Start-ups, Financial Modeling, Sales, ERP, Entrepreneurship, Leadership, Business Analysis, Account Management, Analysis, Business Process..., Business Process, Enterprise Software, SaaS, Business Intelligence, Professional Services, Salesforce.com, Management Consulting, Quality Assurance, Accounting, Mergers & Acquisitions, Solution Selling, Analytics, Cross-functional Team..., Business Strategy, Financial Analysis, Risk Management, Team Leadership, Cloud Computing, Project Management
Education
Texas A&M University 1989 — 1991
BBA
Ellis Krienik Ellis Krienik's Duff & Phelps Experience September 2012 - August 2013
Job Associate at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners August 2015 - Present
Lazard September 2013 - June 2015
Duff & Phelps September 2012 - August 2013
Duff & Phelps August 2010 - August 2012
Worthington Industries March 2008 - May 2010
Planning Works LLC June 2007 - September 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A.
Wind Point Partners August 2015 - Present
Lazard September 2013 - June 2015
Duff & Phelps September 2012 - August 2013
Duff & Phelps August 2010 - August 2012
Worthington Industries March 2008 - May 2010
Planning Works LLC June 2007 - September 2007
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
B.S.B.A.
Chris DiYanni's Duff & Phelps Experience March 2014 - September 2014
Job Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
DiYanni Rental's April 2010 - Present
Duff & Phelps March 2014 - September 2014
Duff & Phelps July 2012 - March 2014
Fisher Professional Services September 2011 - May 2012
Fisher College of Business - Department of Finance January 2012 - April 2012
Duff & Phelps June 2011 - September 2011
The Ohio State University January 2010 - June 2011
Diamond Hill Investments October 2010 - December 2010
Skills
Financial Modeling, Business Valuation, Financial Analysis, Equity Research, Real Estate Financing, Investments, Equity Valuation, Equity Trading, Entrepreneurship, Start-ups, Strategic Consulting, PowerPoint, Microsoft Excel, Finance, Presentations, Social Media Marketing, Social Networking, Valuation, Corporate Finance, Leadership, Due Diligence
Education
The Ohio State University Fisher College of Business 2008 — 2012
Business Administration, Finance, Economics
Piper Jaffray September 2014 - Present
DiYanni Rental's April 2010 - Present
Duff & Phelps March 2014 - September 2014
Duff & Phelps July 2012 - March 2014
Fisher Professional Services September 2011 - May 2012
Fisher College of Business - Department of Finance January 2012 - April 2012
Duff & Phelps June 2011 - September 2011
The Ohio State University January 2010 - June 2011
Diamond Hill Investments October 2010 - December 2010
Skills
Financial Modeling, Business Valuation, Financial Analysis, Equity Research, Real Estate Financing, Investments, Equity Valuation, Equity Trading, Entrepreneurship, Start-ups, Strategic Consulting, PowerPoint, Microsoft Excel, Finance, Presentations, Social Media Marketing, Social Networking, Valuation, Corporate Finance, Leadership, Due Diligence
Education
The Ohio State University Fisher College of Business 2008 — 2012
Business Administration, Finance, Economics
Robert Sequenzia Robert Sequenzia's Duff & Phelps Experience June 2013 - October 2013
Job Market Associate at Expedia, Inc.
Industry Financial Services
Experience
Expedia, Inc. October 2014 - Present
Brandon Industries October 2013 - September 2014
Duff & Phelps June 2013 - October 2013
The Gerald A. Teel Company, Inc. June 2012 - October 2012
Skills
Microsoft Office, Real Estate, Communication, Public Speaking, Leadership, Accounting, Appraisal Skills, Political Science, Project Management, Team Leadership, Public Relations, Financial Analysis, Market Analysis, Valuation, Sales Management, Appraisals, Account Management, Microsoft Word, Microsoft Excel, Data Analysis, Finance, Commercial Real Estate, Tax, Property Tax, Analysis
Education
Texas Tech University 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Communications, Organizational Leadership
Expedia, Inc. October 2014 - Present
Brandon Industries October 2013 - September 2014
Duff & Phelps June 2013 - October 2013
The Gerald A. Teel Company, Inc. June 2012 - October 2012
Skills
Microsoft Office, Real Estate, Communication, Public Speaking, Leadership, Accounting, Appraisal Skills, Political Science, Project Management, Team Leadership, Public Relations, Financial Analysis, Market Analysis, Valuation, Sales Management, Appraisals, Account Management, Microsoft Word, Microsoft Excel, Data Analysis, Finance, Commercial Real Estate, Tax, Property Tax, Analysis
Education
Texas Tech University 2009 — 2012
Bachelor of Arts (B.A.), Political Science, Communications, Organizational Leadership
Kacey Wolff's Duff & Phelps Experience December 2014 - Present
Job Senior Associate Strategy and Operations
Industry Management Consulting
Experience
Duff & Phelps December 2014 - Present
Deloitte Consulting July 2013 - December 2014
Air Liquide June 2012 - August 2012
John Faulk 18th District Congressional Campaign June 2010 - August 2010
Skills
Leadership, Microsoft Office, Process Improvement, Microsoft Excel, Leadership Development, Data Analysis, PowerPoint, Project Management, Microsoft Word, SAP, Management, Analysis, Visio, Business Analysis, SharePoint, Recruiting, Team Leadership, Teamwork, Outlook, Training, Human Resources, Microsoft Project, Public Speaking, Sales, Research, Customer Service, Consulting, Time Management, Marketing, Project Planning, Management Consulting, Business Process..., Event Planning, Strategy, Interviews, Onboarding, Performance Management
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Duff & Phelps December 2014 - Present
Deloitte Consulting July 2013 - December 2014
Air Liquide June 2012 - August 2012
John Faulk 18th District Congressional Campaign June 2010 - August 2010
Skills
Leadership, Microsoft Office, Process Improvement, Microsoft Excel, Leadership Development, Data Analysis, PowerPoint, Project Management, Microsoft Word, SAP, Management, Analysis, Visio, Business Analysis, SharePoint, Recruiting, Team Leadership, Teamwork, Outlook, Training, Human Resources, Microsoft Project, Public Speaking, Sales, Research, Customer Service, Consulting, Time Management, Marketing, Project Planning, Management Consulting, Business Process..., Event Planning, Strategy, Interviews, Onboarding, Performance Management
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kayla Sullivan's Duff & Phelps Experience July 2015 - Present
Job Disputes/Investigations Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Unilever May 2014 - August 2014
All-American Youth Hockey Camp July 2013 - July 2013
Compuware Corporation December 2012 - January 2013
Skills
Microsoft Office, Work Ethic, Leadership, Teamwork, Ice Hockey, Finance, Salesforce.com, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, Minor: Economics
Shattuck- St. Mary’s College Preparatory School 2007 — 2011
Duff & Phelps July 2015 - Present
Unilever May 2014 - August 2014
All-American Youth Hockey Camp July 2013 - July 2013
Compuware Corporation December 2012 - January 2013
Skills
Microsoft Office, Work Ethic, Leadership, Teamwork, Ice Hockey, Finance, Salesforce.com, Customer Service
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Science (B.S.), Major: Finance, Minor: Economics
Shattuck- St. Mary’s College Preparatory School 2007 — 2011
Tony Patti's Duff & Phelps Experience March 2015 - Present
Job Vice President, Dispute and Legal Management Consulting at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps March 2013 - February 2015
Duff & Phelps July 2011 - February 2013
GE Energy June 2010 - August 2010
Kovalcik & Geraghty Wealth Partners, LLP June 2009 - May 2010
Education
The Ohio State University 2007 — 2011
Business Administration with Honors, Major: Finance, Minor: Economics
Duff & Phelps March 2015 - Present
Duff & Phelps March 2013 - February 2015
Duff & Phelps July 2011 - February 2013
GE Energy June 2010 - August 2010
Kovalcik & Geraghty Wealth Partners, LLP June 2009 - May 2010
Education
The Ohio State University 2007 — 2011
Business Administration with Honors, Major: Finance, Minor: Economics
Avtansh Srivastava's Duff & Phelps Experience April 2015 - September 2015
Job M&A Investment Banking Analyst Power and Utilities at Merit Capital Advisors
Industry Investment Banking
Experience
Merit Capital Advisors, LLC September 2015 - Present
Duff & Phelps April 2015 - September 2015
EY February 2014 - March 2015
Fisher College of Business September 2009 - December 2013
KeyBank May 2013 - August 2013
Vendita Technology Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg Terminal, Capital IQ, Corporate Finance, Writing, Market Research, Economics, Data Analysis, Analytics, Investment Banking, Bloomberg, Strategy, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance, Accounting, Economics, Major GPA- 3.7
Merit Capital Advisors, LLC September 2015 - Present
Duff & Phelps April 2015 - September 2015
EY February 2014 - March 2015
Fisher College of Business September 2009 - December 2013
KeyBank May 2013 - August 2013
Vendita Technology Group June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg Terminal, Capital IQ, Corporate Finance, Writing, Market Research, Economics, Data Analysis, Analytics, Investment Banking, Bloomberg, Strategy, Mergers & Acquisitions
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
BSBA, Finance, Accounting, Economics, Major GPA- 3.7
Dan Zuller's Duff & Phelps Experience September 2014 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Management Planning, Inc. July 2012 - August 2014
Skills
Valuation, Financial Reporting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Business Valuation, Financial Markets, Fairness Opinions, Sell Side, Purchase Price..., Impairment Testing, Capital Budgeting, Accounting, Transfer Pricing, Equity Derivatives
Education
The College of New Jersey 2008 — 2012
B.S., Finance, Business Administration
Duff & Phelps September 2014 - Present
Management Planning, Inc. July 2012 - August 2014
Skills
Valuation, Financial Reporting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Business Valuation, Financial Markets, Fairness Opinions, Sell Side, Purchase Price..., Impairment Testing, Capital Budgeting, Accounting, Transfer Pricing, Equity Derivatives
Education
The College of New Jersey 2008 — 2012
B.S., Finance, Business Administration
Robbe McNabb Robbe McNabb's Duff & Phelps Experience May 2012 - July 2012
Job Analyst at Crow Holdings Capital
Industry Financial Services
Experience
Crow Holdings Capital January 2015 - Present
Velocis May 2014 - December 2014
Transwestern June 2013 - August 2013
Duff & Phelps May 2012 - July 2012
Korn Ferry May 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Market Research, Financial Modeling, Valuation, Microsoft Office, Investment Banking, Social Media, Research, Argus Modeling, LBO, Analysis, Due Diligence, Public Speaking, Finance, Microsoft Word, PowerPoint, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Finance with Real Estate Concentration
Episcopal High School
Episcopal High School
Crow Holdings Capital January 2015 - Present
Velocis May 2014 - December 2014
Transwestern June 2013 - August 2013
Duff & Phelps May 2012 - July 2012
Korn Ferry May 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Market Research, Financial Modeling, Valuation, Microsoft Office, Investment Banking, Social Media, Research, Argus Modeling, LBO, Analysis, Due Diligence, Public Speaking, Finance, Microsoft Word, PowerPoint, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Finance with Real Estate Concentration
Episcopal High School
Episcopal High School
Weston Conway Weston Conway's Duff & Phelps Experience July 2011 - September 2012
Job Account Executive at Dropbox
Industry Internet
Experience
Dropbox May 2014 - Present
Pagemill Partners September 2012 - April 2014
Duff & Phelps July 2011 - September 2012
Johnson and Johnson June 2010 - September 2010
Replex Plastics Engineering Capstone Project January 2010 - June 2010
Northwestern Mutual June 2009 - September 2009
Merrill Lynch March 2009 - May 2009
Skills
Valuation, Investment Banking, Entrepreneurship, Mergers, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Finance, Business Planning, Market Research, Corporate Finance, Leadership, Private Equity, Investments, Venture Capital, Risk Management, Personal Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Dropbox May 2014 - Present
Pagemill Partners September 2012 - April 2014
Duff & Phelps July 2011 - September 2012
Johnson and Johnson June 2010 - September 2010
Replex Plastics Engineering Capstone Project January 2010 - June 2010
Northwestern Mutual June 2009 - September 2009
Merrill Lynch March 2009 - May 2009
Skills
Valuation, Investment Banking, Entrepreneurship, Mergers, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Finance, Business Planning, Market Research, Corporate Finance, Leadership, Private Equity, Investments, Venture Capital, Risk Management, Personal Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor of Science (BS), Finance, General
Bradley Shoger Bradley Shoger's Duff & Phelps Experience September 2014 - January 2015
Job Investment Banking Analyst at Croft & Bender
Industry Investment Banking
Experience
Croft & Bender February 2015 - Present
Duff & Phelps September 2014 - January 2015
Duff & Phelps July 2012 - August 2014
Ohio State Evans Scholars January 2011 - February 2012
Ohio State Men's Club Lacrosse December 2010 - January 2012
Exel Logistics June 2011 - November 2011
Mayfield Country Club May 2006 - September 2010
Skills
Business Valuation, Financial Modeling, Intangible Assets, Impairment Testing, Financial Statement..., Financial Analysis, Valuation, Budgets, Finance, Analysis, Strategic Financial..., Management
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance Specialization
The Ohio State University
Bachelor of Science (B.S.), Finance, General
Croft & Bender February 2015 - Present
Duff & Phelps September 2014 - January 2015
Duff & Phelps July 2012 - August 2014
Ohio State Evans Scholars January 2011 - February 2012
Ohio State Men's Club Lacrosse December 2010 - January 2012
Exel Logistics June 2011 - November 2011
Mayfield Country Club May 2006 - September 2010
Skills
Business Valuation, Financial Modeling, Intangible Assets, Impairment Testing, Financial Statement..., Financial Analysis, Valuation, Budgets, Finance, Analysis, Strategic Financial..., Management
Education
The Ohio State University Fisher College of Business 2008 — 2012
Bachelor of Science, Business Administration, Finance Specialization
The Ohio State University
Bachelor of Science (B.S.), Finance, General
Cory Hartstein Cory Hartstein's Duff & Phelps Experience March 2014 - July 2014
Job SMU MBA Candidate Class of 2016
Industry Financial Services
Experience
Pizza Hut May 2015 - August 2015
Duff & Phelps March 2014 - July 2014
Duff and Phelps July 2011 - March 2014
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Business Analysis, Leadership, Analysis
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics and Strategy
Texas A&M University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University - Mays Business School 2007 — 2011
Bachelor, Finance
Pizza Hut May 2015 - August 2015
Duff & Phelps March 2014 - July 2014
Duff and Phelps July 2011 - March 2014
Morgan Stanley Wealth Management May 2010 - August 2010
Skills
Valuation, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, Business Analysis, Leadership, Analysis
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics and Strategy
Texas A&M University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University - Mays Business School 2007 — 2011
Bachelor, Finance
Lanny Schrib Lanny Schrib's Duff & Phelps Experience January 2005 - August 2006
Job Business Manager (M&A Home Equity)
Industry Financial Services
Experience
Capital One March 2011 - Present
UHY Advisors August 2006 - September 2010
Duff & Phelps January 2005 - August 2006
FTI Consulting January 2002 - January 2005
Skills
Analytics, Data Analysis, Financial Modeling, Analysis, SQL, Valuation, Finance, Financial Reporting, VBA, Credit Risk
Education
Texas A&M University 2001 — 2001
M.S., Management Information Systems
Texas A&M University 1996 — 2000
B.S., Computer Engineering
Capital One March 2011 - Present
UHY Advisors August 2006 - September 2010
Duff & Phelps January 2005 - August 2006
FTI Consulting January 2002 - January 2005
Skills
Analytics, Data Analysis, Financial Modeling, Analysis, SQL, Valuation, Finance, Financial Reporting, VBA, Credit Risk
Education
Texas A&M University 2001 — 2001
M.S., Management Information Systems
Texas A&M University 1996 — 2000
B.S., Computer Engineering
Thomas Kaeding's Duff & Phelps Experience July 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley November 2012 - April 2013
Milliron Auto Parts June 2012 - August 2012
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley November 2012 - April 2013
Milliron Auto Parts June 2012 - August 2012
Education
The Ohio State University Fisher College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Dominic Porretta's Duff & Phelps Experience July 2015 - Present
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2015 - Present
Rockbridge Capital February 2014 - May 2015
Franklin County Board of Developmental Disabilities December 2009 - January 2014
Greater Columbus Sports Commission September 2012 - May 2013
Otterbein University November 2011 - May 2013
Otterbein University January 2010 - May 2013
Suburban News Publications April 2009 - March 2012
Skills
Editing, Social Media, Research, Microsoft Office, Microsoft Word, Blogging, PowerPoint, Public Speaking, Journalism, Microsoft Excel, Sports
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.83
Otterbein University 2009 — 2013
Bachelor of Arts (B.A.), Journalism, 3.99
Thomas Worthington High School 2005 — 2009
3.9
Duff & Phelps July 2015 - Present
Rockbridge Capital February 2014 - May 2015
Franklin County Board of Developmental Disabilities December 2009 - January 2014
Greater Columbus Sports Commission September 2012 - May 2013
Otterbein University November 2011 - May 2013
Otterbein University January 2010 - May 2013
Suburban News Publications April 2009 - March 2012
Skills
Editing, Social Media, Research, Microsoft Office, Microsoft Word, Blogging, PowerPoint, Public Speaking, Journalism, Microsoft Excel, Sports
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.83
Otterbein University 2009 — 2013
Bachelor of Arts (B.A.), Journalism, 3.99
Thomas Worthington High School 2005 — 2009
3.9
Michael Davis CPA, CFA Michael Davis CPA, CFA's Duff & Phelps Experience August 1993 - March 1996
Job Managing Partner at iZi Ventures
Industry Investment Management
Experience
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
Kevin Sirchia Kevin Sirchia's Duff & Phelps Experience March 2014 - May 2014
Job Analyst at NGP Energy Capital Management
Industry Financial Services
Experience
NGP Energy Capital Management June 2014 - Present
Duff & Phelps March 2014 - May 2014
Duff & Phelps July 2012 - February 2014
Ibex Chemicals, Inc. 2010 - 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, PowerPoint, Customer Service, Leadership, Sales, Due Diligence, Strategic Planning
Education
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration in Finance, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Finance
NGP Energy Capital Management June 2014 - Present
Duff & Phelps March 2014 - May 2014
Duff & Phelps July 2012 - February 2014
Ibex Chemicals, Inc. 2010 - 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Analysis, PowerPoint, Customer Service, Leadership, Sales, Due Diligence, Strategic Planning
Education
Texas A&M University - Mays Business School 2008 — 2012
Bachelor of Business Administration in Finance, Magna Cum Laude
London School of Economics and Political Science 2011 — 2011
Finance
Paul Sipala, MAI, ASA Paul Sipala, MAI, ASA's Duff & Phelps Experience July 2014 - August 2015
Job Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps, LLC October 2005 - June 2014
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Real Estate Economics, Corporate Finance, DCF, Business Valuation, Investments, Asset Management, Capital Markets, Real Estate
Education
Stockton University 2000 — 2003
BA, Economics
Sacred Heart
Cushman & Wakefield September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps, LLC October 2005 - June 2014
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Real Estate Economics, Corporate Finance, DCF, Business Valuation, Investments, Asset Management, Capital Markets, Real Estate
Education
Stockton University 2000 — 2003
BA, Economics
Sacred Heart
Matthew Warren's Duff & Phelps Experience July 2009 - May 2010
Job MBA Candidate, Class of 2016 at The University of Chicago Booth School of Business
Industry Venture Capital & Private Equity
Experience
University of Chicago Booth School of Business September 2014 - Present
Flexpoint Ford, LLC June 2015 - August 2015
Thoma Bravo August 2012 - August 2014
Lazard Freres & Co. May 2010 - July 2012
Duff & Phelps July 2009 - May 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
University of Chicago Booth School of Business September 2014 - Present
Flexpoint Ford, LLC June 2015 - August 2015
Thoma Bravo August 2012 - August 2014
Lazard Freres & Co. May 2010 - July 2012
Duff & Phelps July 2009 - May 2010
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Colleen Lutz, CPA's Duff & Phelps Experience April 2008 - May 2013
Job Divisional Controller at Aly Centrifuge Inc.
Industry Financial Services
Experience
Aly Centrifuge June 2014 - Present
Duff & Phelps April 2008 - May 2013
istation November 2005 - April 2008
IMSofTech, Inc. September 1998 - September 2004
Zimmerman Sign Company January 1996 - September 1998
Mann Frankfort Stein & Lipp July 1992 - May 1995
Fish & Davis PC, CPA June 1987 - July 1992
Skills
General Ledger, Forecasting, Financial Analysis, Financial Reporting, US GAAP, Human Resources, Due Diligence, CPA, Contract Management, Insurance, Risk Management, Hyperion Enterprise, Lawson General Ledger, Software Installation, International Accounting, Budget Forecasts, Process Improvement, QuickBooks, Employee Benefits, Team Management, Managing Deadlines, Month End Close, Year-end Close, Accounting
Education
Southern Nazarene University 1983 — 1987
BS, Accounting
Aly Centrifuge June 2014 - Present
Duff & Phelps April 2008 - May 2013
istation November 2005 - April 2008
IMSofTech, Inc. September 1998 - September 2004
Zimmerman Sign Company January 1996 - September 1998
Mann Frankfort Stein & Lipp July 1992 - May 1995
Fish & Davis PC, CPA June 1987 - July 1992
Skills
General Ledger, Forecasting, Financial Analysis, Financial Reporting, US GAAP, Human Resources, Due Diligence, CPA, Contract Management, Insurance, Risk Management, Hyperion Enterprise, Lawson General Ledger, Software Installation, International Accounting, Budget Forecasts, Process Improvement, QuickBooks, Employee Benefits, Team Management, Managing Deadlines, Month End Close, Year-end Close, Accounting
Education
Southern Nazarene University 1983 — 1987
BS, Accounting
Meng Tang Meng Tang's Duff & Phelps Experience April 2012 - Present
Job Senior Associate, Complex Asset Solutions
Industry Financial Services
Experience
Duff & Phelps April 2012 - Present
Standard & Poor's October 2011 - January 2012
Grand Capital Finance Group August 2010 - March 2011
China Association of Actuaries May 2010 - September 2010
Ping An Insurance (Group) June 2010 - July 2010
Skills
Actuarial Science, Equities, Monte Carlo Simulation, Bloomberg, Corporate Finance, Quantitative Finance, Valuation, Financial Engineering, Securities, Quantitative Analytics, Trading, Derivatives, Credit Derivatives, Fixed Income, Equity Derivatives, SAS, Interest Rate..., Insurance, Portfolio Management, M&A experience, Capital Markets, Fixed Income Analysis, Matlab, VBA, Financial Modeling, Structured Products, Equity Research, Equity Valuation
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
Masters, Financial Engineering
The Chinese University of Hong Kong 2006 — 2010
Bachelors, Insurance, Financial and Actuarial Analysis
Duff & Phelps April 2012 - Present
Standard & Poor's October 2011 - January 2012
Grand Capital Finance Group August 2010 - March 2011
China Association of Actuaries May 2010 - September 2010
Ping An Insurance (Group) June 2010 - July 2010
Skills
Actuarial Science, Equities, Monte Carlo Simulation, Bloomberg, Corporate Finance, Quantitative Finance, Valuation, Financial Engineering, Securities, Quantitative Analytics, Trading, Derivatives, Credit Derivatives, Fixed Income, Equity Derivatives, SAS, Interest Rate..., Insurance, Portfolio Management, M&A experience, Capital Markets, Fixed Income Analysis, Matlab, VBA, Financial Modeling, Structured Products, Equity Research, Equity Valuation
Education
University of California, Berkeley, Haas School of Business 2011 — 2012
Masters, Financial Engineering
The Chinese University of Hong Kong 2006 — 2010
Bachelors, Insurance, Financial and Actuarial Analysis
James Frazier James Frazier's Duff & Phelps Experience March 2014 - Present
Job Vice President at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps March 2014 - Present
Duff & Phelps November 2012 - March 2014
Slalom Consulting January 2011 - December 2012
Builders FirstSource June 2009 - February 2011
FactorHelp, Inc. June 2008 - January 2009
Skills
ASP.NET, ASP.NET AJAX, .NET Compact Framework, Custom Software..., SQL Server 2000-2008, Database Development, Entity Framework, ADO.NET, LINQ, JavaScript, Database Design, Enterprise Data Modeling, Microsoft SQL Server, Databases, XML, .NET, Financial Analysis, Business Analysis, SSRS, SQL
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Finance
Southern Methodist University 2008 — 2009
Masters of Science, Engineering Management
Southern Methodist University 2004 — 2008
Bachelors of Science, Computer Science with Premedical Specialization
The Lawrenceville School 2001 — 2004
Diploma
Duff & Phelps March 2014 - Present
Duff & Phelps November 2012 - March 2014
Slalom Consulting January 2011 - December 2012
Builders FirstSource June 2009 - February 2011
FactorHelp, Inc. June 2008 - January 2009
Skills
ASP.NET, ASP.NET AJAX, .NET Compact Framework, Custom Software..., SQL Server 2000-2008, Database Development, Entity Framework, ADO.NET, LINQ, JavaScript, Database Design, Enterprise Data Modeling, Microsoft SQL Server, Databases, XML, .NET, Financial Analysis, Business Analysis, SSRS, SQL
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration, Finance
Southern Methodist University 2008 — 2009
Masters of Science, Engineering Management
Southern Methodist University 2004 — 2008
Bachelors of Science, Computer Science with Premedical Specialization
The Lawrenceville School 2001 — 2004
Diploma
Matt Gian Matt Gian's Duff & Phelps Experience October 2008 - March 2010
Job MBA Candidate 2012 seeking Real Estate
Industry Facilities Services
Experience
SMU Cox School of Business August 2010 - Present
Duff & Phelps October 2008 - March 2010
Key Bank June 2008 - October 2008
Apartment Realty Advisors June 2007 - May 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA Candidate, Real Estate and Finance
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
SMU Cox School of Business August 2010 - Present
Duff & Phelps October 2008 - March 2010
Key Bank June 2008 - October 2008
Apartment Realty Advisors June 2007 - May 2008
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA Candidate, Real Estate and Finance
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Bob Bartell, CFA Bob Bartell, CFA's Duff & Phelps Experience September 2013 - Present
Job Global Head of Corporate Finance at Duff & Phelps, overseeing M&A, transactions opinions, restructuring and transaction
Industry Investment Banking
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps, LLC September 1997 - Present
Harris Bank July 1993 - September 1997
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuation, Valuation, Investment Banking, Restructuring, Private Placements, Financial Services, Due Diligence, Middle Market, Portfolio Management, Securities, Management, Debt Restructuring, Leadership, Fairness Opinions, Solvency Opinions, ESOPs
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Agricultural Economics
Lyons Township High School, LaGrange, IL 1985 — 1989
Diploma
Duff & Phelps September 2013 - Present
Duff & Phelps, LLC September 1997 - Present
Harris Bank July 1993 - September 1997
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuation, Valuation, Investment Banking, Restructuring, Private Placements, Financial Services, Due Diligence, Middle Market, Portfolio Management, Securities, Management, Debt Restructuring, Leadership, Fairness Opinions, Solvency Opinions, ESOPs
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Agricultural Economics
Lyons Township High School, LaGrange, IL 1985 — 1989
Diploma
J. Travis Arcy J. Travis Arcy's Duff & Phelps Experience June 2009 - August 2009
Job Founder
Industry Internet
Experience
RounderUpdate.com June 2013 - Present
Freelance June 2010 - Present
Duff & Phelps June 2009 - August 2009
Leucadia National Corporation June 2007 - August 2007
Skills
Internet Entrepreneur, E-commerce, Sales, Start-ups, Business Strategy, Marketing Strategy, Social Media, Strategic Planning, Marketing, Financial Modeling, Financial Analysis, Project Management, Editing, Research, Lean Startup, Microsoft Office, Nonprofits, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Richmond 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
The Catholic University of America 2006 — 2008
Economics
The Lawrenceville School 2002 — 2006
RounderUpdate.com June 2013 - Present
Freelance June 2010 - Present
Duff & Phelps June 2009 - August 2009
Leucadia National Corporation June 2007 - August 2007
Skills
Internet Entrepreneur, E-commerce, Sales, Start-ups, Business Strategy, Marketing Strategy, Social Media, Strategic Planning, Marketing, Financial Modeling, Financial Analysis, Project Management, Editing, Research, Lean Startup, Microsoft Office, Nonprofits, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Richmond 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
The Catholic University of America 2006 — 2008
Economics
The Lawrenceville School 2002 — 2006
Steve Laas Steve Laas's Duff & Phelps Experience August 2008 - November 2011
Job Property Tax Consultant Morrison & Head, LP
Industry Real Estate
Experience
Morrison and Head November 2011 - Present
Duff & Phelps August 2008 - November 2011
Thomson Tax and Accounting October 2007 - August 2008
Deloitte Tax LLP 2002 - 2007
CB Richard Ellis 2001 - 2002
Skills
Property Tax, Valuation, Appraisals, Due Diligence, Real Estate Economics, Real Estate, Financial Analysis, Financial Modeling, Tax, Commercial Real Estate, Real Estate Development, Business Valuation, Strategic Planning, DCF, Investment Properties, Real Estate Transactions, Fixed Assets
Education
Texas A&M University 1989 — 1990
Masters, Land Economics and Real Estate
Texas A&M University 1985 — 1989
BS, Agricultural Economics
Morrison and Head November 2011 - Present
Duff & Phelps August 2008 - November 2011
Thomson Tax and Accounting October 2007 - August 2008
Deloitte Tax LLP 2002 - 2007
CB Richard Ellis 2001 - 2002
Skills
Property Tax, Valuation, Appraisals, Due Diligence, Real Estate Economics, Real Estate, Financial Analysis, Financial Modeling, Tax, Commercial Real Estate, Real Estate Development, Business Valuation, Strategic Planning, DCF, Investment Properties, Real Estate Transactions, Fixed Assets
Education
Texas A&M University 1989 — 1990
Masters, Land Economics and Real Estate
Texas A&M University 1985 — 1989
BS, Agricultural Economics
Colin Prescott Colin Prescott's Duff & Phelps Experience May 2012 - April 2014
Job Intermediary Sales
Industry Financial Services
Experience
Diamond Hill Capital Management, Inc. August 2015 - Present
GBQ Partners March 2014 - August 2015
Duff & Phelps May 2012 - April 2014
Worthington Industries July 2010 - May 2012
Northwestern Mutual May 2010 - October 2010
Skills
Corporate Finance, Valuation, Leadership, Sales, Financial Analysis, Litigation Consulting, Microsoft Excel, Bloomberg, Analysis, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Finance
Diamond Hill Capital Management, Inc. August 2015 - Present
GBQ Partners March 2014 - August 2015
Duff & Phelps May 2012 - April 2014
Worthington Industries July 2010 - May 2012
Northwestern Mutual May 2010 - October 2010
Skills
Corporate Finance, Valuation, Leadership, Sales, Financial Analysis, Litigation Consulting, Microsoft Excel, Bloomberg, Analysis, Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Finance
Mike Haysley Mike Haysley's Duff & Phelps Experience January 2015 - Present
Job Director, Legal Management Consulting at Duff & Phelps
Industry Legal Services
Experience
Duff & Phelps January 2015 - Present
LexisNexis CounselLink August 2013 - January 2015
Waste Management August 2004 - August 2013
Huron Consulting Group 2003 - 2004
DataCert 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Arthur Andersen 1997 - 1998
Skills
Process Improvement, Contract Management, Management, Litigation Support, Budgets, Corporate Law, Contract Negotiation, Records Management, Management Consulting, Compliance, Program Management, Project Management, Financial Reporting, Consulting, Strategic Planning, Team Building, Mergers & Acquisitions, Due Diligence, Leadership, Business Process, Start-ups, Risk Management, Strategy
Education
University of Houston Law Center 1994 — 1996
JD, Law
Texas A&M University 1990 — 1994
BBA, Business
Duff & Phelps January 2015 - Present
LexisNexis CounselLink August 2013 - January 2015
Waste Management August 2004 - August 2013
Huron Consulting Group 2003 - 2004
DataCert 2000 - 2003
PricewaterhouseCoopers 1998 - 2000
Arthur Andersen 1997 - 1998
Skills
Process Improvement, Contract Management, Management, Litigation Support, Budgets, Corporate Law, Contract Negotiation, Records Management, Management Consulting, Compliance, Program Management, Project Management, Financial Reporting, Consulting, Strategic Planning, Team Building, Mergers & Acquisitions, Due Diligence, Leadership, Business Process, Start-ups, Risk Management, Strategy
Education
University of Houston Law Center 1994 — 1996
JD, Law
Texas A&M University 1990 — 1994
BBA, Business
Brett Boren's Duff & Phelps Experience May 2015 - August 2015
Job Student at Texas A&M University
Industry
Experience
Texas A&M University August 2011 - Present
Duff & Phelps May 2015 - August 2015
Technip May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Social Media, Customer Service, Leadership, Data Analysis, Time Management, Financial Analysis, Team Leadership, Research
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Texas A&M University August 2011 - Present
Duff & Phelps May 2015 - August 2015
Technip May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Social Media, Customer Service, Leadership, Data Analysis, Time Management, Financial Analysis, Team Leadership, Research
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Patricia Domzalski Patricia Domzalski's Duff & Phelps Experience January 2015 - Present
Job Director, Disputes & Investigations Practice at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps January 2015 - Present
Fesnak, LLP September 2009 - January 2015
Skills
Certified Fraud Examiner, Forensic Accounting, Fraud, Litigation Support, Internal Controls, Auditing, Due Diligence, Internal Audit, FCPA, Forensic Analysis, Enterprise Risk..., Litigation Consulting, Expert Witness, Accounting, US GAAP, Management, CPA, Financial Analysis
Education
Temple University
BA
Temple University - Fox School of Business and Management
MBA
Duff & Phelps January 2015 - Present
Fesnak, LLP September 2009 - January 2015
Skills
Certified Fraud Examiner, Forensic Accounting, Fraud, Litigation Support, Internal Controls, Auditing, Due Diligence, Internal Audit, FCPA, Forensic Analysis, Enterprise Risk..., Litigation Consulting, Expert Witness, Accounting, US GAAP, Management, CPA, Financial Analysis
Education
Temple University
BA
Temple University - Fox School of Business and Management
MBA
Betty Daum's Duff & Phelps Experience August 2006 - Present
Job at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps August 2006 - Present
Lawson Software September 1996 - August 2006
Skills
Software Implementation, Business Analysis, Business Intelligence, Business Process..., ERP, Enterprise Software, Process Improvement, Professional Services, Integration, Management Consulting, Requirements Analysis, Business Process, IT Strategy
Education
Southwest Minnesota State University 1975 — 1978
Bachelor of Science (B.S.), Accounting
Duff & Phelps August 2006 - Present
Lawson Software September 1996 - August 2006
Skills
Software Implementation, Business Analysis, Business Intelligence, Business Process..., ERP, Enterprise Software, Process Improvement, Professional Services, Integration, Management Consulting, Requirements Analysis, Business Process, IT Strategy
Education
Southwest Minnesota State University 1975 — 1978
Bachelor of Science (B.S.), Accounting
Jaqueline Medrano's Duff & Phelps Experience March 2012 - Present
Job Senior Associate | Property Tax | Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2012 - Present
Duff & Phelps April 2008 - February 2012
Wells Fargo Financial June 2006 - March 2008
Skills
Property Tax, Financial Statement..., Finance, Income Tax, Financial Statements, English & Spanish..., Spanish-speaking, Spanish Literature, Transfer Pricing, Financial Analysis, Business Valuation, Financial Modeling, Tax Research, Tax, Financial Reporting, Auditing, Credit, Sarbanes-Oxley Act, Appraisals, SEC filings, Loans, Accounting, Tax Accounting, Mergers & Acquisitions, Purchase Price..., Fixed Assets, Valuation, Due Diligence, Microsoft Excel, Analysis
Education
Texas Tech University - Rawls College of Business 2003 — 2005
Finance
Naaman Forest High School 1998 — 2001
Duff & Phelps March 2012 - Present
Duff & Phelps April 2008 - February 2012
Wells Fargo Financial June 2006 - March 2008
Skills
Property Tax, Financial Statement..., Finance, Income Tax, Financial Statements, English & Spanish..., Spanish-speaking, Spanish Literature, Transfer Pricing, Financial Analysis, Business Valuation, Financial Modeling, Tax Research, Tax, Financial Reporting, Auditing, Credit, Sarbanes-Oxley Act, Appraisals, SEC filings, Loans, Accounting, Tax Accounting, Mergers & Acquisitions, Purchase Price..., Fixed Assets, Valuation, Due Diligence, Microsoft Excel, Analysis
Education
Texas Tech University - Rawls College of Business 2003 — 2005
Finance
Naaman Forest High School 1998 — 2001
Cash Foley's Duff & Phelps Experience November 2012 - January 2014
Job TFS Configuration Build and Deployment
Industry Computer Software
Experience
MedAssets March 2014 - Present
Duff & Phelps November 2012 - January 2014
Trintech April 2012 - November 2012
Dell Services July 2002 - April 2012
ChipData Inc. 2000 - 2002
KMA Interactive 1999 - 2000
Sequal Systems 1995 - 1996
Innovatronics 1989 - 1994
VMX Inc 1984 - 1989
Skills
Enterprise Architecture, Disaster Recovery, Database Design, Software Configuration..., SDLC, Application Development, SQL, IIS, ITIL, XML, .NET, C#, Software Design, Enterprise Software, System Architecture, Databases, Visual Studio, Architectures, Solution Architecture, Agile Methodologies, Microsoft SQL Server, Continuous Integration, Agile Project Management, IT Management, Web Services, ASP.NET, TFS, Powershell
Education
Texas A&M University-Commerce 1977 — 1982
Bachelor of Science (B.S.), Computer Science
MedAssets March 2014 - Present
Duff & Phelps November 2012 - January 2014
Trintech April 2012 - November 2012
Dell Services July 2002 - April 2012
ChipData Inc. 2000 - 2002
KMA Interactive 1999 - 2000
Sequal Systems 1995 - 1996
Innovatronics 1989 - 1994
VMX Inc 1984 - 1989
Skills
Enterprise Architecture, Disaster Recovery, Database Design, Software Configuration..., SDLC, Application Development, SQL, IIS, ITIL, XML, .NET, C#, Software Design, Enterprise Software, System Architecture, Databases, Visual Studio, Architectures, Solution Architecture, Agile Methodologies, Microsoft SQL Server, Continuous Integration, Agile Project Management, IT Management, Web Services, ASP.NET, TFS, Powershell
Education
Texas A&M University-Commerce 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Patricia Luscombe's Duff & Phelps Experience 1990 - 2005
Job Managing Director Lincoln International
Industry Investment Banking
Experience
Lincoln International 2007 - Present
Duff & Phelps 1990 - 2005
Skills
Valuation, Private Equity, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Due Diligence, LBO, Corporate Finance, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Valuation, Investments
Education
The University of Chicago Booth School of Business 1988 — 1990
Finance
The University of Chicago 1983 — 1985
Master's Degree, Economics
Stanford University 1979 — 1983
Bachelor's Degree, Economics
Lincoln International 2007 - Present
Duff & Phelps 1990 - 2005
Skills
Valuation, Private Equity, Capital Markets, Financial Analysis, Financial Modeling, Investment Banking, Due Diligence, LBO, Corporate Finance, Mergers & Acquisitions, Corporate Development, Venture Capital, Business Valuation, Investments
Education
The University of Chicago Booth School of Business 1988 — 1990
Finance
The University of Chicago 1983 — 1985
Master's Degree, Economics
Stanford University 1979 — 1983
Bachelor's Degree, Economics
Susan Fickling-Munge's Duff & Phelps Experience December 2012 - Present
Job Transfer Pricing Managing Director with expertise in Consumer and Industrial Products at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps December 2012 - Present
Charles River Associates April 2009 - December 2012
Andersen LLP October 1998 - April 2002
KPMG LLP 1996 - 1998
Skills
Business Valuation, Financial Modeling, Intellectual Property, Transfer Pricing, Due Diligence, International Tax, Tax, Economics, Intellectual Property..., Forensic Accounting, Divestitures, Cross-border..., Venture Capital, M&A experience, Joint Ventures, Mergers & Acquisitions
Education
University of Chicago 1999 — 2003
Master of Business Administration (MBA), Economics and International Business
Scripps College 1990 — 1994
BA, Economics and Latin American Studies
San Diego High School
Duff & Phelps December 2012 - Present
Charles River Associates April 2009 - December 2012
Andersen LLP October 1998 - April 2002
KPMG LLP 1996 - 1998
Skills
Business Valuation, Financial Modeling, Intellectual Property, Transfer Pricing, Due Diligence, International Tax, Tax, Economics, Intellectual Property..., Forensic Accounting, Divestitures, Cross-border..., Venture Capital, M&A experience, Joint Ventures, Mergers & Acquisitions
Education
University of Chicago 1999 — 2003
Master of Business Administration (MBA), Economics and International Business
Scripps College 1990 — 1994
BA, Economics and Latin American Studies
San Diego High School
Anneli Alers's Duff & Phelps Experience September 2005 - February 2010
Job Director of Finance at Invenergy LLC
Industry Renewables & Environment
Experience
Invenergy LLC June 2010 - Present
Duff & Phelps September 2005 - February 2010
Standard & Poor's Corporate Value Consulting August 2004 - September 2005
Skills
Project Finance, Wind, Solar Energy, Renewable Energy, Valuation, Power Generation, Due Diligence, Energy, Financial Modeling, Structured Finance, Mergers & Acquisitions, Natural Gas, Corporate Finance, Photovoltaics, Energy Policy, Contract Negotiation, Business Strategy, Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Accounting, Operations
University of Illinois at Urbana-Champaign 2000 — 2004
BS, General Engineering
Invenergy LLC June 2010 - Present
Duff & Phelps September 2005 - February 2010
Standard & Poor's Corporate Value Consulting August 2004 - September 2005
Skills
Project Finance, Wind, Solar Energy, Renewable Energy, Valuation, Power Generation, Due Diligence, Energy, Financial Modeling, Structured Finance, Mergers & Acquisitions, Natural Gas, Corporate Finance, Photovoltaics, Energy Policy, Contract Negotiation, Business Strategy, Finance, Financial Analysis
Education
The University of Chicago Booth School of Business 2008 — 2011
MBA, Finance, Accounting, Operations
University of Illinois at Urbana-Champaign 2000 — 2004
BS, General Engineering
Amy Thomas's Duff & Phelps Experience September 2005 - Present
Job Director at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps September 2005 - Present
Standard & Poor's Corporate Value Consulting September 2001 - August 2005
Applied Decision Analysis, Inc. 1988 - 1991
Skills
Financial Modeling, Valuation, Corporate Finance, Accounting, Business Valuation, Risk Analysis, DCF, Equity Valuation
Education
Stanford University 1986 — 1987
MS, Operations Research
Smith College 1980 — 1984
BA, Mathematics
Duff & Phelps September 2005 - Present
Standard & Poor's Corporate Value Consulting September 2001 - August 2005
Applied Decision Analysis, Inc. 1988 - 1991
Skills
Financial Modeling, Valuation, Corporate Finance, Accounting, Business Valuation, Risk Analysis, DCF, Equity Valuation
Education
Stanford University 1986 — 1987
MS, Operations Research
Smith College 1980 — 1984
BA, Mathematics
David Prekop's Duff & Phelps Experience December 2004 - April 2007
Job HCP & Company
Industry Venture Capital & Private Equity
Experience
HCP & Company April 2007 - Present
Duff & Phelps December 2004 - April 2007
Skills
Private Equity, Valuation, LBO, Financial Modeling, Corporate Finance, Mergers, Business Valuation, Investment Banking, Due Diligence, Financial Analysis, Deal Sourcing, Investments, Buyouts, Capital Raising, Private Placements, M&A experience
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of Wisconsin-Madison 2000 — 2004
BBA, Finance
HCP & Company April 2007 - Present
Duff & Phelps December 2004 - April 2007
Skills
Private Equity, Valuation, LBO, Financial Modeling, Corporate Finance, Mergers, Business Valuation, Investment Banking, Due Diligence, Financial Analysis, Deal Sourcing, Investments, Buyouts, Capital Raising, Private Placements, M&A experience
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA
University of Wisconsin-Madison 2000 — 2004
BBA, Finance
Charles Campbell's Duff & Phelps Experience March 2015 - Present
Job Vice President/Contractor, Dispute Consutling at Duff & Phelps
Industry Insurance
Experience
Duff & Phelps March 2015 - Present
Currently Exploring New Opportunities March 2014 - February 2015
CoreLogic July 2012 - February 2014
The Oakleaf Group, LLC May 2010 - July 2012
- March 2008 - May 2010
Ambac Assurance Corp. 2007 - March 2008
Financial Security Assurance August 1996 - March 2007
Deloitte & Touche 1993 - 1996
Skills
Loss Mitigation, Structured Finance, Credit, Due Diligence, Securitization, Credit Analysis, Financial Analysis, Financial Structuring, Executive Management, Loans, Credit Risk, Portfolio Management, Mortgage Lending, Capital Markets, Financial Risk, Fixed Income, Valuation, Asset Management, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1993
MBA, Accounting
Duff & Phelps March 2015 - Present
Currently Exploring New Opportunities March 2014 - February 2015
CoreLogic July 2012 - February 2014
The Oakleaf Group, LLC May 2010 - July 2012
- March 2008 - May 2010
Ambac Assurance Corp. 2007 - March 2008
Financial Security Assurance August 1996 - March 2007
Deloitte & Touche 1993 - 1996
Skills
Loss Mitigation, Structured Finance, Credit, Due Diligence, Securitization, Credit Analysis, Financial Analysis, Financial Structuring, Executive Management, Loans, Credit Risk, Portfolio Management, Mortgage Lending, Capital Markets, Financial Risk, Fixed Income, Valuation, Asset Management, Risk Management
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1993
MBA, Accounting
Tom Kurey's Duff & Phelps Experience 1994 - 1995
Job Managing Member; Portfolio Manager at Clearwater Advisors, LLC
Industry Investment Management
Experience
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Clearwater Advisors, LLC November 2011 - Present
Gardner Lewis Asset Management June 2006 - October 2011
Lincoln Capital Management/Lincoln Equity Management April 2000 - May 2006
Putnam Investments August 1997 - March 2000
EVEREN Securities 1995 - 1997
Duff & Phelps 1994 - 1995
Coopers & Lybrand 1988 - 1992
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Asset Managment, Valuation, Investments, Bloomberg, Investment Strategies, Mutual Funds, Financial Modeling, Investment Advisory, Financial Analysis, Investment Management, Portfolio Management, Institutional..., Fixed Income, Asset Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance and Business Policy/Strategy
University of Wisconsin-Madison 1984 — 1988
BBA, Accounting
Brandon de la Houssaye's Duff & Phelps Experience 2006 - 2007
Job Director at Walmart
Industry Retail
Experience
Walmart June 2013 - Present
GE Healthcare February 2009 - May 2013
Deloitte Tax LLP April 2007 - February 2009
Duff & Phelps 2006 - 2007
PricewaterhouseCoopers 2000 - 2006
Education
The Ohio State University Fisher College of Business 2007 — 2008
MBA
University of Utah 1997 — 1999
BS, Economics
Walmart June 2013 - Present
GE Healthcare February 2009 - May 2013
Deloitte Tax LLP April 2007 - February 2009
Duff & Phelps 2006 - 2007
PricewaterhouseCoopers 2000 - 2006
Education
The Ohio State University Fisher College of Business 2007 — 2008
MBA
University of Utah 1997 — 1999
BS, Economics
Devin Gonzalez's Duff & Phelps Experience April 2008 - September 2010
Job Sales Representative Arizona
Industry Medical Devices
Experience
Stryker April 2012 - Present
OTIS Elevator September 2010 - April 2012
Duff & Phelps April 2008 - September 2010
Texas General Land Office August 2007 - April 2008
Skills
Financial Analysis, Contract Negotiation, Strategic Planning, Project Management, Analysis, Leadership, Process Improvement, Negotiation, Real Estate, Microsoft Office, Microsoft Excel, Team Building, Data Analysis, Customer Service, Valuation, Budgets, Management, Sales, Finance, Public Speaking
Education
Texas State University-San Marcos
BBA, Finance, General
Stryker April 2012 - Present
OTIS Elevator September 2010 - April 2012
Duff & Phelps April 2008 - September 2010
Texas General Land Office August 2007 - April 2008
Skills
Financial Analysis, Contract Negotiation, Strategic Planning, Project Management, Analysis, Leadership, Process Improvement, Negotiation, Real Estate, Microsoft Office, Microsoft Excel, Team Building, Data Analysis, Customer Service, Valuation, Budgets, Management, Sales, Finance, Public Speaking
Education
Texas State University-San Marcos
BBA, Finance, General
Rob Reznick, CPA's Duff & Phelps Experience July 2009 - June 2011
Job Director, Financial Reporting & Analysis at 1010data
Industry Accounting
Experience
1010data April 2014 - Present
SoFi July 2013 - April 2014
The Ohio State University August 2012 - April 2014
Discover Financial Services May 2013 - August 2013
Stroz Friedberg, LLC June 2011 - August 2012
Duff & Phelps July 2009 - June 2011
Skills
Tax, Fraud, Forensic Accounting, Expert Witness, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Reporting, Internal Audit, Strategy, Business Strategy, Management, Financial Analysis, Due Diligence, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
The Ohio State University - The Max M. Fisher College of Business
Masters, Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Business - Accounting & Finance
1010data April 2014 - Present
SoFi July 2013 - April 2014
The Ohio State University August 2012 - April 2014
Discover Financial Services May 2013 - August 2013
Stroz Friedberg, LLC June 2011 - August 2012
Duff & Phelps July 2009 - June 2011
Skills
Tax, Fraud, Forensic Accounting, Expert Witness, Mergers & Acquisitions, Financial Modeling, Valuation, Financial Reporting, Internal Audit, Strategy, Business Strategy, Management, Financial Analysis, Due Diligence, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Strategy
The Ohio State University - The Max M. Fisher College of Business
Masters, Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Business - Accounting & Finance
Ben Poynter's Duff & Phelps Experience July 2011 - October 2012
Job Arbela Partners
Industry Venture Capital & Private Equity
Experience
Arbela Partners September 2014 - Present
Barclays Capital October 2012 - June 2014
Duff & Phelps July 2011 - October 2012
ORIX Corporate Capital January 2010 - May 2011
Lancaster Pollard 2009 - 2009
Southern Methodist University January 2008 - April 2008
Trammell Crow Company January 2007 - May 2007
Skills
Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, Investment Banking, Portfolio Management, Investments
Education
Southern Methodist University 2007 — 2009
PMBA, Finance
Southern Methodist University 2003 — 2007
BBA, Real Estate Finance
Arbela Partners September 2014 - Present
Barclays Capital October 2012 - June 2014
Duff & Phelps July 2011 - October 2012
ORIX Corporate Capital January 2010 - May 2011
Lancaster Pollard 2009 - 2009
Southern Methodist University January 2008 - April 2008
Trammell Crow Company January 2007 - May 2007
Skills
Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, Investment Banking, Portfolio Management, Investments
Education
Southern Methodist University 2007 — 2009
PMBA, Finance
Southern Methodist University 2003 — 2007
BBA, Real Estate Finance
Jamie Tam's Duff & Phelps Experience 2004 - 2006
Job
Industry Investment Banking
Experience
Goldman Sachs September 2013 - Present
Bank of America Merrill Lynch September 2008 - August 2013
Merrill Lynch June 2007 - August 2007
Duff & Phelps 2004 - 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Corporate Finance, Bloomberg, Investments, Series 7, LBO
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
University of California, Irvine 1998 — 2003
Bachelor of Science (BS)
Goldman Sachs September 2013 - Present
Bank of America Merrill Lynch September 2008 - August 2013
Merrill Lynch June 2007 - August 2007
Duff & Phelps 2004 - 2006
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Equities, Fixed Income, Private Equity, Corporate Finance, Bloomberg, Investments, Series 7, LBO
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
University of California, Irvine 1998 — 2003
Bachelor of Science (BS)
Bob Bartell's Duff & Phelps Experience July 1997 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 1997 - Present
Bank of Montreal 1993 - 1997
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Agricultural Economics
Duff & Phelps July 1997 - Present
Bank of Montreal 1993 - 1997
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1989 — 1993
B.S., Agricultural Economics
James Heczko's Duff & Phelps Experience 1992 - 2000
Job President Opus Investment Advisors, LLC
Industry Financial Services
Experience
Opus Investment Advisors 2002 - Present
Hot Fez November 2013 - Present
Duff & Phelps 1992 - 2000
Chevron Research & Technology Company 1988 - 1990
Skills
Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Investments, Private Equity, Equities, Due Diligence, Valuation, Mutual Funds, Asset Management, Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Management, Strategic Planning, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance With Honors
University of Southern California
Bachelor of Science (B.S.), Chemical Engineering
Opus Investment Advisors 2002 - Present
Hot Fez November 2013 - Present
Duff & Phelps 1992 - 2000
Chevron Research & Technology Company 1988 - 1990
Skills
Hedge Funds, Investment Management, Asset Allocation, Alternative Investments, Investments, Private Equity, Equities, Due Diligence, Valuation, Mutual Funds, Asset Management, Mergers & Acquisitions, Portfolio Management, Investment Strategies, Financial Analysis, Management, Strategic Planning, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance With Honors
University of Southern California
Bachelor of Science (B.S.), Chemical Engineering
Jeff Vranek's Duff & Phelps Experience January 2011 - March 2011
Job Associate at Prairie Capital LP
Industry Venture Capital & Private Equity
Experience
Prairie Capital LP April 2011 - Present
Duff & Phelps January 2011 - March 2011
Duff & Phelps July 2008 - January 2011
Skills
Leveraged Finance, M&A experience, Financial Modeling, Corporate Development, Financial Structuring, Equity Research, Structured Finance, Restructuring, Acquisitions, Portfolio Management, Capital Raising, Growth Capital, Deal Execution, Capital, Acquisition Integration, Finance, Emerging Markets, Microsoft Excel
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2008
Accounting/Finance
Prairie Capital LP April 2011 - Present
Duff & Phelps January 2011 - March 2011
Duff & Phelps July 2008 - January 2011
Skills
Leveraged Finance, M&A experience, Financial Modeling, Corporate Development, Financial Structuring, Equity Research, Structured Finance, Restructuring, Acquisitions, Portfolio Management, Capital Raising, Growth Capital, Deal Execution, Capital, Acquisition Integration, Finance, Emerging Markets, Microsoft Excel
Education
The University of Chicago Booth School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2004 — 2008
Accounting/Finance
Brian Accrocco, PMP's Duff & Phelps Experience August 2011 - November 2011
Job Experienced/Skilled IT Project Manager
Industry Computer Software
Experience
Xtreme Airhockey May 2014 - Present
Occidental Petroleum December 2011 - Present
Duff & Phelps August 2011 - November 2011
HBR Consulting LLC February 2008 - August 2011
Texas Airhockey Group 2008 - 2010
Bridgeway Software 2000 - 2005
Skills
Business Analysis, Cloud Computing, Professional Services, SaaS, Enterprise Software, IT Strategy, Business Intelligence, Consulting, Strategy, Integration, Start-ups, Business Process..., Management Consulting, IT Management, Disaster Recovery, CRM, Process Improvement, Vendor Management, Data Center
Education
Stephen F. Austin State University 1994 — 1996
BS, Computer Science
University of Houston
Xtreme Airhockey May 2014 - Present
Occidental Petroleum December 2011 - Present
Duff & Phelps August 2011 - November 2011
HBR Consulting LLC February 2008 - August 2011
Texas Airhockey Group 2008 - 2010
Bridgeway Software 2000 - 2005
Skills
Business Analysis, Cloud Computing, Professional Services, SaaS, Enterprise Software, IT Strategy, Business Intelligence, Consulting, Strategy, Integration, Start-ups, Business Process..., Management Consulting, IT Management, Disaster Recovery, CRM, Process Improvement, Vendor Management, Data Center
Education
Stephen F. Austin State University 1994 — 1996
BS, Computer Science
University of Houston
Rosie Torres's Duff & Phelps Experience November 2004 - Present
Job VicePresident at Duff & Phelps
Industry Utilities
Experience
Duff & Phelps November 2004 - Present
PepsiCo June 2002 - November 2004
Arthur Andersen LLP March 1998 - April 2002
Skills
Property Tax, Fixed Assets, Tax, Tax Accounting, Financial Reporting, Due Diligence, Financial Analysis, Tax Research, Auditing, Sarbanes-Oxley Act, Corporate Tax, Business Valuation, Mergers & Acquisitions, Financial Modeling, Tax Advisory
Education
Texas A&M University-Commerce 1992 — 1996
B.S., Business Administration and Management, General
Duff & Phelps November 2004 - Present
PepsiCo June 2002 - November 2004
Arthur Andersen LLP March 1998 - April 2002
Skills
Property Tax, Fixed Assets, Tax, Tax Accounting, Financial Reporting, Due Diligence, Financial Analysis, Tax Research, Auditing, Sarbanes-Oxley Act, Corporate Tax, Business Valuation, Mergers & Acquisitions, Financial Modeling, Tax Advisory
Education
Texas A&M University-Commerce 1992 — 1996
B.S., Business Administration and Management, General
Jon Skinner's Duff & Phelps Experience September 2010 - May 2014
Job Manager, Corporate FP&A at Axalta Coating Systems
Industry Chemicals
Experience
Axalta Coating Systems May 2014 - Present
Duff & Phelps September 2010 - May 2014
Fifth Avenue Advisors July 2009 - August 2009
Porter Orlin LLC June 2009 - July 2009
Skills
Financial Modeling, Business Valuation, Equity Valuation, Purchase Price..., Intangible Assets, Impairment Testing, DCF Valuation, Capital IQ, Valuation, DCF, Due Diligence, Financial Analysis, Financial Reporting, Process Improvement
Education
The Ohio State University Fisher College of Business 2008 — 2010
MBA, Investment Management
The Ohio State University 2004 — 2008
BSBA, Finance
Axalta Coating Systems May 2014 - Present
Duff & Phelps September 2010 - May 2014
Fifth Avenue Advisors July 2009 - August 2009
Porter Orlin LLC June 2009 - July 2009
Skills
Financial Modeling, Business Valuation, Equity Valuation, Purchase Price..., Intangible Assets, Impairment Testing, DCF Valuation, Capital IQ, Valuation, DCF, Due Diligence, Financial Analysis, Financial Reporting, Process Improvement
Education
The Ohio State University Fisher College of Business 2008 — 2010
MBA, Investment Management
The Ohio State University 2004 — 2008
BSBA, Finance
Donnacha O'Sullivan's Duff & Phelps Experience July 2009 - June 2010
Job Private Equity Associate at Baird Capital Partners
Industry Investment Banking
Experience
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Lorrie Stork's Duff & Phelps Experience July 1987 - February 1996
Job Finance and Accounting Professional
Industry Accounting
Experience
KingsBridge Leasing October 2012 - Present
BHS Consulting January 2006 - October 2012
Pinnacle Financial Group, LLC September 2000 - November 2005
Duff & Phelps July 1987 - February 1996
Skills
Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Human Resources, Financial Systems, Excel, Strategic Financial..., Finance, Investment Management, Microsoft Excel, Investment Banking, Cash Management, Financial Advisory, Internal Controls, Investments, Accounting
Education
The University of Chicago - Booth School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, International Economics
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Economics
KingsBridge Leasing October 2012 - Present
BHS Consulting January 2006 - October 2012
Pinnacle Financial Group, LLC September 2000 - November 2005
Duff & Phelps July 1987 - February 1996
Skills
Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Corporate Finance, Human Resources, Financial Systems, Excel, Strategic Financial..., Finance, Investment Management, Microsoft Excel, Investment Banking, Cash Management, Financial Advisory, Internal Controls, Investments, Accounting
Education
The University of Chicago - Booth School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, International Economics
Northern Illinois University - College of Business
Bachelor of Science (B.S.), Accounting and Economics
David Gold's Duff & Phelps Experience 1990 - 1994
Job Portfolio Manager at CalSTRS
Industry Investment Management
Experience
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
Nicholas Cherry's Duff & Phelps Experience June 2012 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2012 - Present
PwC January 2012 - March 2012
Skills
Business Valuation, Valuation, DCF, Equity Valuation, Financial Modeling, Capital IQ, Due Diligence, Bloomberg, Investments, Analysis, Equity Research, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
Bachelor of Science in Business Administration, Accounting and Finance, A
Toledo St. John's 2003 — 2007
Duff & Phelps June 2012 - Present
PwC January 2012 - March 2012
Skills
Business Valuation, Valuation, DCF, Equity Valuation, Financial Modeling, Capital IQ, Due Diligence, Bloomberg, Investments, Analysis, Equity Research, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2012
Bachelor of Science in Business Administration, Accounting and Finance, A
Toledo St. John's 2003 — 2007
Jeffrey Kirshner's Duff & Phelps Experience November 2009 - May 2015
Job Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies June 2015 - Present
Duff & Phelps November 2009 - May 2015
Veolia Transportation April 2009 - September 2009
Westmoreland Country Club April 2000 - September 2009
Skills
Hedge Funds
Education
University of Illinois 2007 — 2010
Bachelor of Science, Finance
London School of Economics and Political Science 2009 — 2010
Certificate (General Course Program), Finance and Accountancy
Jefferies June 2015 - Present
Duff & Phelps November 2009 - May 2015
Veolia Transportation April 2009 - September 2009
Westmoreland Country Club April 2000 - September 2009
Skills
Hedge Funds
Education
University of Illinois 2007 — 2010
Bachelor of Science, Finance
London School of Economics and Political Science 2009 — 2010
Certificate (General Course Program), Finance and Accountancy
Tyler Barth's Duff & Phelps Experience September 2015 - Present
Job Vice President Real Estate at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps September 2015 - Present
Duff & Phelps September 2010 - Present
Strategic Development Advisors September 2009 - September 2010
Education
St. Olaf College 2005 — 2009
B.A, Management, Environmental Studies, Economics
Duff & Phelps September 2015 - Present
Duff & Phelps September 2010 - Present
Strategic Development Advisors September 2009 - September 2010
Education
St. Olaf College 2005 — 2009
B.A, Management, Environmental Studies, Economics
Jack Sims's Duff & Phelps Experience February 2015 - Present
Job Investment Banking Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
Duff & Phelps July 2011 - July 2014
Sims Lawn and Landscape April 2004 - August 2011
Ernst & Young June 2010 - August 2010
ProMedica Health System June 2009 - September 2009
UBS Financial Services September 2008 - April 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Accounting, PowerPoint, Financial Reporting, Microsoft Office, Finance, Valuation, Microsoft Word, Budgets, Leadership, Investments, Forecasting, Research, Analysis, Lawn Mowing, Account Reconciliation, Tax, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance, Economics, and Entrepreneurship
Toledo Christian High School 2003 — 2007
Duff & Phelps February 2015 - Present
Duff & Phelps August 2014 - February 2015
Duff & Phelps July 2011 - July 2014
Sims Lawn and Landscape April 2004 - August 2011
Ernst & Young June 2010 - August 2010
ProMedica Health System June 2009 - September 2009
UBS Financial Services September 2008 - April 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Accounting, PowerPoint, Financial Reporting, Microsoft Office, Finance, Valuation, Microsoft Word, Budgets, Leadership, Investments, Forecasting, Research, Analysis, Lawn Mowing, Account Reconciliation, Tax, Equities
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
BSBA, Finance, Economics, and Entrepreneurship
Toledo Christian High School 2003 — 2007
Jane Glasgall's Duff & Phelps Experience June 2014 - Present
Job Executive Assistant at Duff & Phelps
Industry Marketing and Advertising
Experience
Duff & Phelps June 2014 - Present
Currently seeking new opportunities December 2012 - May 2014
Foot Locker July 2010 - November 2012
Tme Warner Global Media Group March 2003 - June 2009
Time Inc. July 2001 - March 2003
AOL June 1999 - July 2001
Skills
Social Media, Digital Media, Cross-functional Team..., Management, Project Management, Digital Marketing, Event Planning, Online Advertising, Marketing Strategy, Social Media Marketing, Social Networking, Advertising, Strategic Partnerships, Marketing, Marketing Communications, E-commerce, Public Relations, Integrated Marketing
Education
Skidmore College
BS, Marketing/Accounting
H & R Block Income Tax Course
Cerification
Duff & Phelps June 2014 - Present
Currently seeking new opportunities December 2012 - May 2014
Foot Locker July 2010 - November 2012
Tme Warner Global Media Group March 2003 - June 2009
Time Inc. July 2001 - March 2003
AOL June 1999 - July 2001
Skills
Social Media, Digital Media, Cross-functional Team..., Management, Project Management, Digital Marketing, Event Planning, Online Advertising, Marketing Strategy, Social Media Marketing, Social Networking, Advertising, Strategic Partnerships, Marketing, Marketing Communications, E-commerce, Public Relations, Integrated Marketing
Education
Skidmore College
BS, Marketing/Accounting
H & R Block Income Tax Course
Cerification
Bennett Ginburg's Duff & Phelps Experience July 2008 - April 2011
Job Merchandising Finance Manager at The Home Depot
Industry Consumer Services
Experience
The Home Depot May 2015 - Present
Allconnect March 2015 - May 2015
Allconnect August 2013 - March 2015
Allconnect September 2012 - August 2013
Allconnect April 2011 - September 2012
Duff & Phelps July 2008 - April 2011
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Microsoft Excel, Data Analysis, Forecasting, Corporate Finance, Business Valuation, Strategic Planning, Business Analysis, Analytics, Business Strategy, Microsoft Office, Budgets
Education
The University of Georgia 2004 — 2008
Bachelors in Business Administration, Finance, Economics
The Home Depot May 2015 - Present
Allconnect March 2015 - May 2015
Allconnect August 2013 - March 2015
Allconnect September 2012 - August 2013
Allconnect April 2011 - September 2012
Duff & Phelps July 2008 - April 2011
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Microsoft Excel, Data Analysis, Forecasting, Corporate Finance, Business Valuation, Strategic Planning, Business Analysis, Analytics, Business Strategy, Microsoft Office, Budgets
Education
The University of Georgia 2004 — 2008
Bachelors in Business Administration, Finance, Economics
Rich Sciretta, CPA's Duff & Phelps Experience October 2014 - Present
Job Transaction Advisory Services Analyst at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps October 2014 - Present
PwC September 2012 - October 2014
University of Connecticut August 2009 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, CPA, Financial Reporting, Finance, Financial Accounting, Auditing, Research
Education
Stonehill College
University of Connecticut
Bachelor of Science (BS), Accounting
Duff & Phelps October 2014 - Present
PwC September 2012 - October 2014
University of Connecticut August 2009 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, CPA, Financial Reporting, Finance, Financial Accounting, Auditing, Research
Education
Stonehill College
University of Connecticut
Bachelor of Science (BS), Accounting
Carrie Reese, CPA's Duff & Phelps Experience February 2008 - January 2011
Job Tax Senior at Huselton, Morgan & Maultsby, P.C.
Industry Accounting
Experience
Huselton, Morgan & Maultsby, P.C. January 2011 - Present
Duff & Phelps February 2008 - January 2011
Skills
CPA, GAAP, Tax Research, Partnership Taxation, Financial Statements, Tax Returns, Bookkeeping, ProSystem fx Tax, Property Tax
Education
The University of Texas at Dallas - School of Management 2008 — 2010
MS, Accounting
Texas A&M University 2003 — 2007
BBS, Accounting
Huselton, Morgan & Maultsby, P.C. January 2011 - Present
Duff & Phelps February 2008 - January 2011
Skills
CPA, GAAP, Tax Research, Partnership Taxation, Financial Statements, Tax Returns, Bookkeeping, ProSystem fx Tax, Property Tax
Education
The University of Texas at Dallas - School of Management 2008 — 2010
MS, Accounting
Texas A&M University 2003 — 2007
BBS, Accounting
Kavita Srivastava, CA, CBV, CPA (Illinois)'s Duff & Phelps Experience January 2009 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2009 - Present
Ernst & Young 2006 - 2009
The University of British Columbia 2002 - 2004
Education
Simon Fraser University 1993 — 1998
BBA, Accounting and Finance
Duff & Phelps January 2009 - Present
Ernst & Young 2006 - 2009
The University of British Columbia 2002 - 2004
Education
Simon Fraser University 1993 — 1998
BBA, Accounting and Finance
Alex Wolfe's Duff & Phelps Experience January 2010 - September 2013
Job Senior Manager of Communications at Fried, Frank, Harris, Shriver & Jacobson LLP
Industry Public Relations and Communications
Experience
Fried, Frank, Harris, Shriver & Jacobson LLP October 2013 - Present
Duff & Phelps January 2010 - September 2013
Perry Street Communications 2008 - 2010
Cooksey Communications 2006 - 2008
Various Organizations 1999 - 2004
Skills
Strategic Communications, Corporate Communications, Investor Relations, Media Relations, Writing, Speech Writing, Message Development, Positioning, Corporate Branding, Brand Management, Crisis Communications, Marketing Strategy, Marketing Communications, Interactive Marketing, Copywriting, Copy Editing, Corporate Identity, Internal Communications, Financial Communications, Professional Services..., Corporate Social..., Employee Relations, Social Media, Press Releases, Marketing, Public Relations, Strategy
Education
Southern Methodist University Dedman School of Law 2003 — 2006
Juris Doctor
Southern Methodist University 1999 — 2003
Bachelor of Arts, summa cum laude, Corporate Communications and Public Affairs
Fried, Frank, Harris, Shriver & Jacobson LLP October 2013 - Present
Duff & Phelps January 2010 - September 2013
Perry Street Communications 2008 - 2010
Cooksey Communications 2006 - 2008
Various Organizations 1999 - 2004
Skills
Strategic Communications, Corporate Communications, Investor Relations, Media Relations, Writing, Speech Writing, Message Development, Positioning, Corporate Branding, Brand Management, Crisis Communications, Marketing Strategy, Marketing Communications, Interactive Marketing, Copywriting, Copy Editing, Corporate Identity, Internal Communications, Financial Communications, Professional Services..., Corporate Social..., Employee Relations, Social Media, Press Releases, Marketing, Public Relations, Strategy
Education
Southern Methodist University Dedman School of Law 2003 — 2006
Juris Doctor
Southern Methodist University 1999 — 2003
Bachelor of Arts, summa cum laude, Corporate Communications and Public Affairs
Erin Looney's Duff & Phelps Experience May 2012 - February 2014
Job Investments Associate
Industry Real Estate
Experience
AIG February 2014 - Present
Duff & Phelps May 2012 - February 2014
M.G. Cangelose & Associates May 2009 - December 2011
Skills
Real Estate Financing, Property, Commercial Real Estate..., Argus Modeling, Market Analysis
Education
Texas A&M University - Mays Business School 2010 — 2011
Master, Real Estate
Texas A&M University 2004 — 2007
Bachelor, Political Science, Business
AIG February 2014 - Present
Duff & Phelps May 2012 - February 2014
M.G. Cangelose & Associates May 2009 - December 2011
Skills
Real Estate Financing, Property, Commercial Real Estate..., Argus Modeling, Market Analysis
Education
Texas A&M University - Mays Business School 2010 — 2011
Master, Real Estate
Texas A&M University 2004 — 2007
Bachelor, Political Science, Business
Elliot Cutler's Duff & Phelps Experience 2007 - 2007
Job Computer Software Professional
Industry Computer Software
Robert Pease's Duff & Phelps Experience April 2011 - October 2011
Job Director of Sales Strategy at SolarCity
Industry Renewables & Environment
Brady Buddy Carruth Jr.'s Duff & Phelps Experience July 2013 - March 2014
Job Investment Banking Analyst at Scotia Waterous
Industry Financial Services
Experience
Scotia Waterous March 2014 - Present
Duff & Phelps July 2013 - March 2014
Jetta Operating Company October 2012 - April 2013
Plains Exploration & Production May 2012 - August 2012
Vaughan Nelson Investment Management June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Valuation, Financial Analysis, Finance, Analysis, Financial Modeling, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelors of Business Administration, Major: Finance, Minors: Accounting & Energy
St. John's High School 2005 — 2009
Scotia Waterous March 2014 - Present
Duff & Phelps July 2013 - March 2014
Jetta Operating Company October 2012 - April 2013
Plains Exploration & Production May 2012 - August 2012
Vaughan Nelson Investment Management June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Valuation, Financial Analysis, Finance, Analysis, Financial Modeling, Data Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelors of Business Administration, Major: Finance, Minors: Accounting & Energy
St. John's High School 2005 — 2009
Zain Qureshi's Duff & Phelps Experience May 2015 - Present
Job Information Security Intern at Duff & Phelps
Industry Security and Investigations
Experience
Duff & Phelps May 2015 - Present
Sheridan January 2014 - August 2014
Sheridan August 2012 - August 2013
Jupiter Spotless June 2012 - June 2012
Canada Revenue Agency January 2012 - April 2012
Skills
Java, JavaScript, XML, Linux, C#, jQuery, CSS, HTML, C++, C, Software Development, Programming, ADO.NET, Bash, Unity3D, Game Physics, EJB, Game AI, Collision Detection, Operating Systems Design, Systems Programming
Education
Sheridan College 2014 — 2017
Bachelor of Applied Information Sciences, Information Systems Security
Sheridan College 2009 — 2013
Advanced Diploma, Computer Systems Technology - Software Development and Network Engineering Co-op
Duff & Phelps May 2015 - Present
Sheridan January 2014 - August 2014
Sheridan August 2012 - August 2013
Jupiter Spotless June 2012 - June 2012
Canada Revenue Agency January 2012 - April 2012
Skills
Java, JavaScript, XML, Linux, C#, jQuery, CSS, HTML, C++, C, Software Development, Programming, ADO.NET, Bash, Unity3D, Game Physics, EJB, Game AI, Collision Detection, Operating Systems Design, Systems Programming
Education
Sheridan College 2014 — 2017
Bachelor of Applied Information Sciences, Information Systems Security
Sheridan College 2009 — 2013
Advanced Diploma, Computer Systems Technology - Software Development and Network Engineering Co-op
Christopher Matteson's Duff & Phelps Experience March 2007 - Present
Job Asst General Counsel at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps March 2007 - Present
Cytec February 2006 - March 2007
The BISYS Group January 2004 - February 2006
Hewlett-Packard Financial Services October 2002 - January 2004
Pillsbury Winthrop Shaw Pittman August 1999 - April 2002
US Navy May 1992 - August 1996
Skills
Corporate Law, Contract Negotiation, Corporate Governance, Mergers, Due Diligence, Intellectual Property, Licensing, Joint Ventures, Commercial Litigation, Legal Writing
Education
The College of William and Mary - Marshall Wythe Law School 1996 — 1999
JD
Union College 1988 — 1992
BA
Duff & Phelps March 2007 - Present
Cytec February 2006 - March 2007
The BISYS Group January 2004 - February 2006
Hewlett-Packard Financial Services October 2002 - January 2004
Pillsbury Winthrop Shaw Pittman August 1999 - April 2002
US Navy May 1992 - August 1996
Skills
Corporate Law, Contract Negotiation, Corporate Governance, Mergers, Due Diligence, Intellectual Property, Licensing, Joint Ventures, Commercial Litigation, Legal Writing
Education
The College of William and Mary - Marshall Wythe Law School 1996 — 1999
JD
Union College 1988 — 1992
BA
Georgene Niessen's Duff & Phelps Experience July 2014 - Present
Job
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps September 2013 - May 2014
Lincoln Financial Advisors August 2013 - December 2013
Flynn & O’Hara Uniform Company May 2006 - September 2013
Temple University August 2012 - August 2013
Saint Joseph’s University August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Accounts Payable, Tax, Microsoft Office, Accounting, Outlook, QuickBooks, Financial Reporting, Property Tax
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, Finance, General, 3.30
Duff & Phelps July 2014 - Present
Duff & Phelps September 2013 - May 2014
Lincoln Financial Advisors August 2013 - December 2013
Flynn & O’Hara Uniform Company May 2006 - September 2013
Temple University August 2012 - August 2013
Saint Joseph’s University August 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Accounts Payable, Tax, Microsoft Office, Accounting, Outlook, QuickBooks, Financial Reporting, Property Tax
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, Finance, General, 3.30
Aaron Monroe's Duff & Phelps Experience 2005 - 2005
Job Research Analyst at Diamond Hill Investments
Industry Investment Management
Experience
Diamond Hill Investments June 2007 - Present
Smith Barney 2006 - 2007
Duff & Phelps 2005 - 2005
Education
The Ohio State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Accounting and Economics
Diamond Hill Investments June 2007 - Present
Smith Barney 2006 - 2007
Duff & Phelps 2005 - 2005
Education
The Ohio State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Accounting and Economics
Jen Runge's Duff & Phelps Experience March 2015 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps April 2010 - February 2015
Duff & Phelps April 2007 - March 2010
Duff & Phelps April 2006 - March 2007
Standard & Poor's Corporate Value Consulting December 2004 - March 2006
Education
The University of Georgia 2000 — 2004
Bachelor of Science (B.S.), Finance
Duff & Phelps March 2015 - Present
Duff & Phelps April 2010 - February 2015
Duff & Phelps April 2007 - March 2010
Duff & Phelps April 2006 - March 2007
Standard & Poor's Corporate Value Consulting December 2004 - March 2006
Education
The University of Georgia 2000 — 2004
Bachelor of Science (B.S.), Finance
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