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
Natalie Xia Natalie Xia's Duff & Phelps Experience March 2008 - October 2009
Job Finance Manager at Jive Software
Industry Financial Services
Experience
Jive Software June 2013 - Present
McKesson November 2011 - May 2013
McKesson Corp. October 2009 - November 2011
Duff & Phelps March 2008 - October 2009
PricewaterhouseCoopers January 2006 - March 2008
Skills
Financial Modeling, Pricing Strategy, Valuation, Financial Reporting, Corporate Finance, Due Diligence, Strategy, Financial Accounting, Business Valuation, Data Analysis, SaaS metrics, Financial Analysis, Enterprise Software, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor of Science (BS), International Relations and Economics
Jive Software June 2013 - Present
McKesson November 2011 - May 2013
McKesson Corp. October 2009 - November 2011
Duff & Phelps March 2008 - October 2009
PricewaterhouseCoopers January 2006 - March 2008
Skills
Financial Modeling, Pricing Strategy, Valuation, Financial Reporting, Corporate Finance, Due Diligence, Strategy, Financial Accounting, Business Valuation, Data Analysis, SaaS metrics, Financial Analysis, Enterprise Software, Finance
Education
University of California, Berkeley 2001 — 2005
Bachelor of Science (BS), International Relations and Economics
Richard Lara Richard Lara's Duff & Phelps Experience June 2014 - August 2014
Job Acquisitions Analyst at UBS Global Asset Management
Industry Commercial Real Estate
Experience
UBS Realty Investors March 2015 - Present
Duff & Phelps June 2014 - August 2014
Prudential Real Estate Investors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Data Analysis, Statistics, Argus Modeling, MapPoint, Financial Market..., Financial Statement..., Valuation, Microsoft Office, Investments, Nonprofits
Education
University of California, Berkeley 2012 — 2014
Bachelor's Degree, Economics
Victor Valley College 2010 — 2012
General Studies
UBS Realty Investors March 2015 - Present
Duff & Phelps June 2014 - August 2014
Prudential Real Estate Investors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Data Analysis, Statistics, Argus Modeling, MapPoint, Financial Market..., Financial Statement..., Valuation, Microsoft Office, Investments, Nonprofits
Education
University of California, Berkeley 2012 — 2014
Bachelor's Degree, Economics
Victor Valley College 2010 — 2012
General Studies
Timothy Montgomery, CFA Timothy Montgomery, CFA's Duff & Phelps Experience August 2007 - August 2009
Job Finance | Strategy | Valuation
Industry Management Consulting
Experience
Sonic Payments February 2015 - Present
BLUEMONT LLC January 2015 - Present
WTAS, LLC April 2013 - December 2014
Shareholder InSite, LLC September 2009 - April 2013
Duff & Phelps August 2007 - August 2009
Deloitte Financial Advisory Services March 2006 - July 2007
Bank of America November 2003 - March 2006
Prudential Securities November 2002 - May 2003
Luminant Worldwide February 2000 - May 2001
NASD April 1999 - February 2000
Skills
Financial Modeling, Valuation, FAS 157, Venture Capital, Private Equity, 409A, Financial Statement..., Business Strategy, Option Pricing Models, Start-up Consulting, Mergers & Acquisitions, Business Valuation, Financial Accounting, Auditing, Strategy, Equities, Portfolio Management, Analysis, Finance, DCF
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Finance, Consulting & Entrepreneurship
University of Alabama 1993 — 1996
BBA, Finance
Sonic Payments February 2015 - Present
BLUEMONT LLC January 2015 - Present
WTAS, LLC April 2013 - December 2014
Shareholder InSite, LLC September 2009 - April 2013
Duff & Phelps August 2007 - August 2009
Deloitte Financial Advisory Services March 2006 - July 2007
Bank of America November 2003 - March 2006
Prudential Securities November 2002 - May 2003
Luminant Worldwide February 2000 - May 2001
NASD April 1999 - February 2000
Skills
Financial Modeling, Valuation, FAS 157, Venture Capital, Private Equity, 409A, Financial Statement..., Business Strategy, Option Pricing Models, Start-up Consulting, Mergers & Acquisitions, Business Valuation, Financial Accounting, Auditing, Strategy, Equities, Portfolio Management, Analysis, Finance, DCF
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Finance, Consulting & Entrepreneurship
University of Alabama 1993 — 1996
BBA, Finance
Cara Kopec Cara Kopec's Duff & Phelps Experience July 2005 - June 2009
Job Senior Project Manager
Industry Pharmaceuticals
Experience
Express Scripts February 2011 - May 2014
Express Scripts October 2009 - February 2011
Health Capital Consultants July 2009 - September 2009
Duff & Phelps July 2005 - June 2009
The Boeing Company May 2004 - August 2004
Skills
PowerPoint, Visual Basic, Microsoft Word, Minitab, C, AutoCAD, ANSYS, Inventor, Access, Microsoft Excel, Visio, Forecasting, Matlab, MS Project, Financial Modeling, Valuation, Data Analysis, VBA, Financial Analysis, Leadership, Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, General Engineering
Università di Pisa 2003 — 2003
Engineering
Express Scripts February 2011 - May 2014
Express Scripts October 2009 - February 2011
Health Capital Consultants July 2009 - September 2009
Duff & Phelps July 2005 - June 2009
The Boeing Company May 2004 - August 2004
Skills
PowerPoint, Visual Basic, Microsoft Word, Minitab, C, AutoCAD, ANSYS, Inventor, Access, Microsoft Excel, Visio, Forecasting, Matlab, MS Project, Financial Modeling, Valuation, Data Analysis, VBA, Financial Analysis, Leadership, Management
Education
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelor of Science, General Engineering
Università di Pisa 2003 — 2003
Engineering
Andrew Llarenas Andrew Llarenas's Duff & Phelps Experience June 2008 - November 2008
Job Tastemade
Industry Internet
Experience
Tastemade September 2013 - Present
Morgan Stanley September 2012 - August 2013
Demand Media January 2012 - September 2012
Demand Media January 2011 - January 2012
Demand Media January 2009 - December 2010
Duff & Phelps June 2008 - November 2008
Deloitte June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
NASA June 2005 - August 2005
Skills
Due Diligence, Valuation, Financial Modeling, Mergers, Financial Analysis, Mergers & Acquisitions, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of the Pacific - Eberhardt School of Business 2004 — 2008
B.S. Business Administration, Finance, Accounting
Iolani School 2000 — 2004
High School
Tastemade September 2013 - Present
Morgan Stanley September 2012 - August 2013
Demand Media January 2012 - September 2012
Demand Media January 2011 - January 2012
Demand Media January 2009 - December 2010
Duff & Phelps June 2008 - November 2008
Deloitte June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
NASA June 2005 - August 2005
Skills
Due Diligence, Valuation, Financial Modeling, Mergers, Financial Analysis, Mergers & Acquisitions, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of the Pacific - Eberhardt School of Business 2004 — 2008
B.S. Business Administration, Finance, Accounting
Iolani School 2000 — 2004
High School
J. Patrick Lynch J. Patrick Lynch's Duff & Phelps Experience August 2015 - Present
Job
Industry Financial Services
Experience
Duff & Phelps August 2015 - Present
Forest Park National Bank & Trust Co. December 2014 - March 2015
The Corvus Group March 2011 - October 2014
Shea Financial Group (now Riverpoint Wealth Management) August 2010 - October 2010
Morgan Stanley: The Mather Group (Formerly UBS: The Mather Group) June 2007 - July 2007
Aurora Investment Management (Formerly Harris Alternatives LLC) July 2006 - August 2006
Skills
Microsoft Excel, Valuation, Asset Valuation, Financial Analysis, Financial Reporting, Morningstar, Sungard GMI, Commercial Banking, Financial Modeling, Business Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Duff & Phelps August 2015 - Present
Forest Park National Bank & Trust Co. December 2014 - March 2015
The Corvus Group March 2011 - October 2014
Shea Financial Group (now Riverpoint Wealth Management) August 2010 - October 2010
Morgan Stanley: The Mather Group (Formerly UBS: The Mather Group) June 2007 - July 2007
Aurora Investment Management (Formerly Harris Alternatives LLC) July 2006 - August 2006
Skills
Microsoft Excel, Valuation, Asset Valuation, Financial Analysis, Financial Reporting, Morningstar, Sungard GMI, Commercial Banking, Financial Modeling, Business Planning, PowerPoint
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Science
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Patrick Eckrich Patrick Eckrich's Duff & Phelps Experience July 2015 - Present
Job Real Estate Analyst at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps July 2015 - Present
Resource Land Holdings, LLC March 2015 - May 2015
Reiman Fund August 2014 - November 2014
Continuum Energy April 2014 - August 2014
Dacotah Bank June 2012 - December 2013
NACL South June 2013 - July 2013
Harley Davidson 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Managerial Finance, Spanish-speaking, Private Banking, Capital IQ, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA, Finance, Accounting, Spanish, 3.86
Duff & Phelps July 2015 - Present
Resource Land Holdings, LLC March 2015 - May 2015
Reiman Fund August 2014 - November 2014
Continuum Energy April 2014 - August 2014
Dacotah Bank June 2012 - December 2013
NACL South June 2013 - July 2013
Harley Davidson 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Managerial Finance, Spanish-speaking, Private Banking, Capital IQ, Bloomberg, Financial Analysis, Financial Modeling, Investments
Education
University of Denver - Daniels College of Business 2011 — 2015
BSBA, Finance, Accounting, Spanish, 3.86
Jas Khela Jas Khela's Duff & Phelps Experience July 2009 - September 2009
Job Data Scientist at Stitch Fix
Industry Internet
Experience
Stitch Fix July 2014 - Present
RPX Corporation June 2012 - July 2014
Thomson Reuters August 2010 - June 2012
Duff & Phelps July 2009 - September 2009
Research Affiliates June 2009 - August 2009
Acme Alpha LLC January 2008 - December 2008
Education
University of California, Los Angeles 2009 — 2010
Master's Degree, Financial Engineering
University of California, Berkeley 2003 — 2007
Bachelor's degree, Statistics & Economics
Stitch Fix July 2014 - Present
RPX Corporation June 2012 - July 2014
Thomson Reuters August 2010 - June 2012
Duff & Phelps July 2009 - September 2009
Research Affiliates June 2009 - August 2009
Acme Alpha LLC January 2008 - December 2008
Education
University of California, Los Angeles 2009 — 2010
Master's Degree, Financial Engineering
University of California, Berkeley 2003 — 2007
Bachelor's degree, Statistics & Economics
Jennifer Endsley Jennifer Endsley's Duff & Phelps Experience October 2013 - July 2014
Job Property Tax Consultant at Ryan LLC
Industry Financial Services
Experience
Ryan July 2014 - Present
Duff & Phelps October 2013 - July 2014
Clear Channel Communications, Inc. August 2012 - October 2013
Ben E. Keith June 2010 - August 2012
Ben E. Keith January 2010 - May 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Food Service, PowerPoint, Retail, Outlook, Sales, Food, Microsoft Word, Financial Analysis, Tax, Account Reconciliation, Budgets, Accounting, Accounts Payable, Auditing, Management, Accounts Receivable, General Ledger
Education
The University of Texas at San Antonio 2007 — 2011
BBA, Accounting
Brazosport Community College 2006 — 2007
Ryan July 2014 - Present
Duff & Phelps October 2013 - July 2014
Clear Channel Communications, Inc. August 2012 - October 2013
Ben E. Keith June 2010 - August 2012
Ben E. Keith January 2010 - May 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Food Service, PowerPoint, Retail, Outlook, Sales, Food, Microsoft Word, Financial Analysis, Tax, Account Reconciliation, Budgets, Accounting, Accounts Payable, Auditing, Management, Accounts Receivable, General Ledger
Education
The University of Texas at San Antonio 2007 — 2011
BBA, Accounting
Brazosport Community College 2006 — 2007
Marissa Verbeten Marissa Verbeten's Duff & Phelps Experience July 2014 - July 2015
Job Global Commodity Specialist at The Home Depot
Industry Logistics and Supply Chain
Experience
The Home Depot August 2015 - Present
Duff & Phelps July 2014 - July 2015
Bloomberg LP August 2013 - May 2014
Global LEAD May 2013 - June 2013
Loco's Grill & Pub January 2011 - May 2012
J. Alexander's Restaurants May 2008 - August 2008
Skills
Financial Analysis, Social Networking, Communication, Team Leadership, Customer Service, Event Planning, Entrepreneurship, Team Building, PowerPoint, Time Management, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Program Management, Public Speaking, Teamwork
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Norcross High School 2006 — 2010
The Home Depot August 2015 - Present
Duff & Phelps July 2014 - July 2015
Bloomberg LP August 2013 - May 2014
Global LEAD May 2013 - June 2013
Loco's Grill & Pub January 2011 - May 2012
J. Alexander's Restaurants May 2008 - August 2008
Skills
Financial Analysis, Social Networking, Communication, Team Leadership, Customer Service, Event Planning, Entrepreneurship, Team Building, PowerPoint, Time Management, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, Program Management, Public Speaking, Teamwork
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Norcross High School 2006 — 2010
Morgan Wiseman Morgan Wiseman's Duff & Phelps Experience February 2014 - Present
Job Analyst at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps February 2014 - Present
Prestwick Limited May 2013 - August 2013
O’Donoghue’s Irish Pub May 2010 - August 2013
National Premium, Inc May 2012 - March 2013
Skills
Social Media, Marketing Strategy, Microsoft Office, Organization, Marketing Communications, Social Media Marketing, Facebook, Marketing, Trade Shows, Real Estate, Social Networking, Editing, Event Planning, Brand Management, Market Research, Research
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
BBA, Marketing, Real Estate and Urban Land Economics
Universitat Pompeu Fabra 2012 — 2012
International Business, Marketing, Management, Economics
Divine Savior Holy Angels High School 2005 — 2009
High School Diploma
Duff & Phelps February 2014 - Present
Prestwick Limited May 2013 - August 2013
O’Donoghue’s Irish Pub May 2010 - August 2013
National Premium, Inc May 2012 - March 2013
Skills
Social Media, Marketing Strategy, Microsoft Office, Organization, Marketing Communications, Social Media Marketing, Facebook, Marketing, Trade Shows, Real Estate, Social Networking, Editing, Event Planning, Brand Management, Market Research, Research
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
BBA, Marketing, Real Estate and Urban Land Economics
Universitat Pompeu Fabra 2012 — 2012
International Business, Marketing, Management, Economics
Divine Savior Holy Angels High School 2005 — 2009
High School Diploma
Demetria Wilson Demetria Wilson's Duff & Phelps Experience November 2007 - November 2011
Job Fitness Instructor YMCA & Gold's Gym
Industry Health, Wellness and Fitness
Experience
YMCA of Greater Williamson County February 2011 - Present
Gold's Gym March 2010 - Present
Dialog May 2012 - August 2013
Duff & Phelps November 2007 - November 2011
Skills
Personal Training, Fitness Training, Fitness, Microsoft Office, Strategic Planning, Strength Training, Social Media, Public Speaking, Online Advertising, Social Networking, Coaching, Event Planning
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics
YMCA of Greater Williamson County February 2011 - Present
Gold's Gym March 2010 - Present
Dialog May 2012 - August 2013
Duff & Phelps November 2007 - November 2011
Skills
Personal Training, Fitness Training, Fitness, Microsoft Office, Strategic Planning, Strength Training, Social Media, Public Speaking, Online Advertising, Social Networking, Coaching, Event Planning
Education
University of California, Santa Barbara 2002 — 2006
Bachelor of Arts, Business Economics
Azim Hirani Azim Hirani's Duff & Phelps Experience July 2014 - July 2015
Job Entrepreneur, CFA Candidate
Industry Restaurants
Experience
Duff & Phelps July 2014 - July 2015
Eureka Capital Markets, LLC January 2014 - June 2014
Student Managed Investment Fund at UC Irvine May 2013 - June 2014
Undergraduate Finance Association at UC Irvine September 2011 - March 2014
Roth Capital Partners September 2013 - December 2013
CoreLogic June 2013 - August 2013
Emerald One Investments May 2010 - August 2013
Bloomberg LP June 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
UCI - Graduate Division October 2011 - June 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, Finance, Leadership, Financial Analysis, PowerPoint, Social Media, Management, Research, Market Research, Economics, Investments, Microsoft Word, Public Speaking, Marketing, Teamwork, Access, Data Analysis, Analysis, Entrepreneurship, Social Media Marketing, Mergers & Acquisitions, Bloomberg, Valuation, Sales, Financial Management, CSS, Business Development, Portfolio Management, Strategy, Photoshop, Start-ups, Corporate Finance, Salesforce.com
Education
University of California, Irvine 2010 — 2014
Bachelors of Science, Business Economics and Political Science
Chaminade College Preparatory High School 2006 — 2010
Duff & Phelps July 2014 - July 2015
Eureka Capital Markets, LLC January 2014 - June 2014
Student Managed Investment Fund at UC Irvine May 2013 - June 2014
Undergraduate Finance Association at UC Irvine September 2011 - March 2014
Roth Capital Partners September 2013 - December 2013
CoreLogic June 2013 - August 2013
Emerald One Investments May 2010 - August 2013
Bloomberg LP June 2012 - June 2013
Harvey & Company LLC April 2012 - June 2012
UCI - Graduate Division October 2011 - June 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, Finance, Leadership, Financial Analysis, PowerPoint, Social Media, Management, Research, Market Research, Economics, Investments, Microsoft Word, Public Speaking, Marketing, Teamwork, Access, Data Analysis, Analysis, Entrepreneurship, Social Media Marketing, Mergers & Acquisitions, Bloomberg, Valuation, Sales, Financial Management, CSS, Business Development, Portfolio Management, Strategy, Photoshop, Start-ups, Corporate Finance, Salesforce.com
Education
University of California, Irvine 2010 — 2014
Bachelors of Science, Business Economics and Political Science
Chaminade College Preparatory High School 2006 — 2010
Graham Brown Graham Brown's Duff & Phelps Experience July 2014 - Present
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2014 - Present
Amegy Bank June 2013 - June 2014
KPMG US June 2012 - August 2012
Austin City Realty July 2010 - July 2012
Hotze Runkle Law Firm May 2010 - May 2011
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Duff & Phelps July 2014 - Present
Amegy Bank June 2013 - June 2014
KPMG US June 2012 - August 2012
Austin City Realty July 2010 - July 2012
Hotze Runkle Law Firm May 2010 - May 2011
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Tom R. Jeffries, MAI Tom R. Jeffries, MAI's Duff & Phelps Experience May 2012 - Present
Job Commercial Real Estate Valuation Specialist at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps May 2012 - Present
National Valuation Consultants, Inc. January 2012 - May 2012
Integra Realty Resources July 2008 - January 2012
Q10 Essex Financial Group February 2005 - July 2008
Skills
Argus, Desktop Publishing, Contact Management, Investment Properties, Due Diligence, Leases, Credit, Real Estate Economics, Real Estate, Real Estate Development, Valuation, Brokerage, Real Estate Transactions, Property Management, Investments, Appraisals, Commercial Real Estate, Asset Managment, Market Analysis, Disposition, Feasibility Studies, Location Intelligence, Real Estate Financing, Corporate Real Estate, Loans, Asset Management, Property, Dispositions
Education
University of Denver - Daniels College of Business 2009 — 2010
Executive Certificate of Study, Real Estate & Construction Management
University of Colorado Denver 2004 — 2005
Master of Urban and Regional Planning, Real estate development, urban design, urban planning, zoning law
University of Colorado Denver 2001 — 2003
Bachelor's, Economics and Sociology
Highlands Ranch High School 1994 — 1998
Duff & Phelps May 2012 - Present
National Valuation Consultants, Inc. January 2012 - May 2012
Integra Realty Resources July 2008 - January 2012
Q10 Essex Financial Group February 2005 - July 2008
Skills
Argus, Desktop Publishing, Contact Management, Investment Properties, Due Diligence, Leases, Credit, Real Estate Economics, Real Estate, Real Estate Development, Valuation, Brokerage, Real Estate Transactions, Property Management, Investments, Appraisals, Commercial Real Estate, Asset Managment, Market Analysis, Disposition, Feasibility Studies, Location Intelligence, Real Estate Financing, Corporate Real Estate, Loans, Asset Management, Property, Dispositions
Education
University of Denver - Daniels College of Business 2009 — 2010
Executive Certificate of Study, Real Estate & Construction Management
University of Colorado Denver 2004 — 2005
Master of Urban and Regional Planning, Real estate development, urban design, urban planning, zoning law
University of Colorado Denver 2001 — 2003
Bachelor's, Economics and Sociology
Highlands Ranch High School 1994 — 1998
Daniel Salcedo, MAI, CCIM, MRICS Daniel Salcedo, MAI, CCIM, MRICS's Duff & Phelps Experience January 2013 - Present
Job Director at Duff & Phelps
Industry Commercial Real Estate
Experience
Duff & Phelps January 2013 - Present
Micelli Capital Advisors, LLC January 2005 - December 2012
Skills
Real Estate, Investment Properties, Purchase, Due Diligence, Management, Real Estate Economics, Real Estate Development, Finance, Real Estate Transactions, Valuation, Mergers & Acquisitions, Brokerage, Investments, Appraisals, Commercial Real Estate, Property
Education
Universidad de las Américas, A.C. 1992 — 1994
MBA, Finance
Duff & Phelps January 2013 - Present
Micelli Capital Advisors, LLC January 2005 - December 2012
Skills
Real Estate, Investment Properties, Purchase, Due Diligence, Management, Real Estate Economics, Real Estate Development, Finance, Real Estate Transactions, Valuation, Mergers & Acquisitions, Brokerage, Investments, Appraisals, Commercial Real Estate, Property
Education
Universidad de las Américas, A.C. 1992 — 1994
MBA, Finance
Linda Lu Linda Lu's Duff & Phelps Experience August 2008 - December 2014
Job Finance at Google
Industry Financial Services
Experience
Google December 2014 - Present
Duff & Phelps August 2008 - December 2014
PricewaterhouseCoopers July 2007 - August 2007
Skills
Financial Modeling, Valuation, Business Valuation, Due Diligence, Corporate Finance, Strategy, Mergers & Acquisitions, Data Analysis, PowerPoint, Bloomberg
Education
University of California, Berkeley 2004 — 2008
B.S., B.A, Business Administration, Psychology
Google December 2014 - Present
Duff & Phelps August 2008 - December 2014
PricewaterhouseCoopers July 2007 - August 2007
Skills
Financial Modeling, Valuation, Business Valuation, Due Diligence, Corporate Finance, Strategy, Mergers & Acquisitions, Data Analysis, PowerPoint, Bloomberg
Education
University of California, Berkeley 2004 — 2008
B.S., B.A, Business Administration, Psychology
Alex Levy's Duff & Phelps Experience June 2013 - August 2013
Job UCLA Graduate w/ Client Relations, Financial Analysis & Business Development Skills | Seeking Tech Sector Opportunity
Industry Internet
Experience
Deloitte 2014 - 2014
Duff & Phelps June 2013 - August 2013
Luminous Capital January 2013 - April 2013
GoldenTree Asset Management June 2011 - May 2012
ICM Partners January 2012 - March 2012
Guarantee Home Loans 2008 - 2009
Skills
Relationship Building, Negotiation, Consulting, Collaborative Problem..., Financial Modeling, Time Management, Team Leadership, Financial Analysis, Project Coordination, Cross-functional..., Investments, System Development Life..., HTML, Bloomberg, Goal Oriented, Valuation, Equity Research, Asset Management, Investment Banking, Portfolio Management, Private Equity, PowerPoint, Business Development, People Skills, Growth Strategies, Budget Management, Presentations, Mentoring, Marketing, Sponsorship Generation, Client Relations, Written Communication, Public Speaking, Microsoft Office
Education
University of California, Los Angeles 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Economics, Major GPA 3.4
University of Westminster
Study Abroad, International Economics & Western Politics
Deloitte 2014 - 2014
Duff & Phelps June 2013 - August 2013
Luminous Capital January 2013 - April 2013
GoldenTree Asset Management June 2011 - May 2012
ICM Partners January 2012 - March 2012
Guarantee Home Loans 2008 - 2009
Skills
Relationship Building, Negotiation, Consulting, Collaborative Problem..., Financial Modeling, Time Management, Team Leadership, Financial Analysis, Project Coordination, Cross-functional..., Investments, System Development Life..., HTML, Bloomberg, Goal Oriented, Valuation, Equity Research, Asset Management, Investment Banking, Portfolio Management, Private Equity, PowerPoint, Business Development, People Skills, Growth Strategies, Budget Management, Presentations, Mentoring, Marketing, Sponsorship Generation, Client Relations, Written Communication, Public Speaking, Microsoft Office
Education
University of California, Los Angeles 2009 — 2014
Bachelor of Arts (B.A.), Political Science and Economics, Major GPA 3.4
University of Westminster
Study Abroad, International Economics & Western Politics
Annie Lu Annie Lu's Duff & Phelps Experience July 2015 - Present
Job Transfer Pricing Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
The Behavioral Lab October 2013 - December 2013
Experian May 2013 - August 2013
UQ Marketing August 2012 - May 2013
The Prometheus Institute June 2012 - August 2012
Lauren Studios February 2012 - April 2012
Education
University of California, Berkeley 2011 — 2015
Irvine High School
Duff & Phelps July 2015 - Present
The Behavioral Lab October 2013 - December 2013
Experian May 2013 - August 2013
UQ Marketing August 2012 - May 2013
The Prometheus Institute June 2012 - August 2012
Lauren Studios February 2012 - April 2012
Education
University of California, Berkeley 2011 — 2015
Irvine High School
Caleb Boldt Caleb Boldt's Duff & Phelps Experience July 2014 - Present
Job Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
H.I.S. BridgeBuilders 2013 - 2013
Fidelity Investments June 2012 - December 2012
Skills
Financial Modeling, Data Analysis, Valuation, Account Reconciliation, Analysis, Banking, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Duff & Phelps July 2014 - Present
H.I.S. BridgeBuilders 2013 - 2013
Fidelity Investments June 2012 - December 2012
Skills
Financial Modeling, Data Analysis, Valuation, Account Reconciliation, Analysis, Banking, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance
Sean Welsh's Duff & Phelps Experience March 2015 - Present
Job Analyst, Transaction Advisory Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Deloitte September 2013 - February 2015
The Walt Disney Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Microsoft Office, Research, Public Speaking, Social Media, Customer Service, Leadership, Accounting, Outlook, Auditing, Event Management, Public Relations, Facebook, Social Media Marketing, Financial Analysis, Financial Accounting, Teamwork, Financial Reporting, Tax, Analysis, Sweaters, Business Analysis, Market Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.)
Universitat Autònoma de Barcelona 2011 — 2011
Duff & Phelps March 2015 - Present
Deloitte September 2013 - February 2015
The Walt Disney Company September 2012 - December 2012
Ernst & Young June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Social Networking, Microsoft Word, Microsoft Office, Research, Public Speaking, Social Media, Customer Service, Leadership, Accounting, Outlook, Auditing, Event Management, Public Relations, Facebook, Social Media Marketing, Financial Analysis, Financial Accounting, Teamwork, Financial Reporting, Tax, Analysis, Sweaters, Business Analysis, Market Analysis
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.)
Universitat Autònoma de Barcelona 2011 — 2011
Stephen Vreeland Stephen Vreeland's Duff & Phelps Experience January 2008 - December 2009
Job Associate Spine Specialist at Globus Medical (4Spine)
Industry Real Estate
Experience
Globus Medical (4Spine) November 2013 - Present
Clear Capital, Inc. January 2012 - November 2013
Resource Real Estate Partners, LLC June 2010 - March 2013
Duff & Phelps January 2008 - December 2009
Duff & Phelps October 2006 - December 2007
Skills
Real Estate, Appraisals
Education
The University of Georgia 2000 — 2004
BBA, Real Estate
Globus Medical (4Spine) November 2013 - Present
Clear Capital, Inc. January 2012 - November 2013
Resource Real Estate Partners, LLC June 2010 - March 2013
Duff & Phelps January 2008 - December 2009
Duff & Phelps October 2006 - December 2007
Skills
Real Estate, Appraisals
Education
The University of Georgia 2000 — 2004
BBA, Real Estate
Louis Milan Defino Louis Milan Defino's Duff & Phelps Experience March 2012 - October 2013
Job Global Real Estate Analyst Transactions TIAACREF
Industry Real Estate
Experience
TIAA-CREF April 2014 - Present
Klass Act Production LLC July 2012 - Present
Henderson Global Investors October 2013 - March 2014
Duff & Phelps March 2012 - October 2013
HFF June 2011 - August 2011
Dominium Development and Acquisitions, LLC June 2010 - December 2010
BMOC, Inc May 2008 - May 2010
Optimal Media Group January 2008 - May 2008
Skills
Valuation, Financial Modeling, Real Estate, Leadership, Microsoft Excel, Sales, Financial Analysis, PowerPoint, Spanish, Marketing, Acquisitions, Real Estate Development, Management Consulting, Asset Management, Investments, Finance, Real Estate Economics, Microsoft Word, Market Analysis, Tax Credits, Underwriting, Disposition, Portfolio Management, Commercial Real Estate, Social Media Marketing, Contract Negotiation
Education
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Real Estate, Management (entrepreneurship)
Universitat Pompeu Fabra 2009 — 2009
TIAA-CREF April 2014 - Present
Klass Act Production LLC July 2012 - Present
Henderson Global Investors October 2013 - March 2014
Duff & Phelps March 2012 - October 2013
HFF June 2011 - August 2011
Dominium Development and Acquisitions, LLC June 2010 - December 2010
BMOC, Inc May 2008 - May 2010
Optimal Media Group January 2008 - May 2008
Skills
Valuation, Financial Modeling, Real Estate, Leadership, Microsoft Excel, Sales, Financial Analysis, PowerPoint, Spanish, Marketing, Acquisitions, Real Estate Development, Management Consulting, Asset Management, Investments, Finance, Real Estate Economics, Microsoft Word, Market Analysis, Tax Credits, Underwriting, Disposition, Portfolio Management, Commercial Real Estate, Social Media Marketing, Contract Negotiation
Education
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin 2007 — 2011
Bachelor of Business Administration, Real Estate
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelors, Real Estate, Management (entrepreneurship)
Universitat Pompeu Fabra 2009 — 2009
Marina Temkin, CFA's Duff & Phelps Experience 2006 - 2010
Job Full Time Freelance Journalist at Mergermarket
Industry Online Media
Experience
Various firms January 2012 - August 2013
Friendship Bridge (Microfinance NGO) 2010 - 2011
Duff & Phelps 2006 - 2010
Thomson Reuters 2003 - 2006
Thomson Reuters 2002 - 2003
J.P. Morgan 2000 - 2001
Skills
Due Diligence, Equity Research, Business Development, Strategic Planning, Fairness Opinions, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Financial Advisory, Business Valuation, Strategy, Business Journalism, Journalism, Online Journalism, Newspapers, Feature Articles, Final Cut Pro, Data Visualization
Education
CUNY Graduate School of Journalism 2013 — 2014
Master of Arts (MA)
University of California, Davis 1996 — 2000
Bachelor of Science
Various firms January 2012 - August 2013
Friendship Bridge (Microfinance NGO) 2010 - 2011
Duff & Phelps 2006 - 2010
Thomson Reuters 2003 - 2006
Thomson Reuters 2002 - 2003
J.P. Morgan 2000 - 2001
Skills
Due Diligence, Equity Research, Business Development, Strategic Planning, Fairness Opinions, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Financial Advisory, Business Valuation, Strategy, Business Journalism, Journalism, Online Journalism, Newspapers, Feature Articles, Final Cut Pro, Data Visualization
Education
CUNY Graduate School of Journalism 2013 — 2014
Master of Arts (MA)
University of California, Davis 1996 — 2000
Bachelor of Science
Constance Kelly's Duff & Phelps Experience July 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Compass Lexecon April 2015 - July 2015
Compass Lexecon December 2013 - April 2015
University College Dublin January 2013 - May 2013
College of William and Mary September 2010 - April 2012
Skills
Microsoft Excel, Valuation, Business Valuation, DCF Valuation, SAS, Stata, Data Modeling, Statistics, Statistical Data..., Analytics, Data Analysis, Financial Analysis, Econometrics, Research, Quantitative Research, Qualitative Research, Literature Reviews
Education
University College Dublin 2012 — 2013
Master of Arts (MA), Economics
The College of William and Mary 2008 — 2012
Bachelor of Arts (BA), Economics, Mathematics
Duff & Phelps July 2015 - Present
Compass Lexecon April 2015 - July 2015
Compass Lexecon December 2013 - April 2015
University College Dublin January 2013 - May 2013
College of William and Mary September 2010 - April 2012
Skills
Microsoft Excel, Valuation, Business Valuation, DCF Valuation, SAS, Stata, Data Modeling, Statistics, Statistical Data..., Analytics, Data Analysis, Financial Analysis, Econometrics, Research, Quantitative Research, Qualitative Research, Literature Reviews
Education
University College Dublin 2012 — 2013
Master of Arts (MA), Economics
The College of William and Mary 2008 — 2012
Bachelor of Arts (BA), Economics, Mathematics
Adam Bergen Adam Bergen's Duff & Phelps Experience August 2007 - February 2011
Job Front End Web Developer, Writer, Stylist
Industry Computer Software
Experience
Poetic Systems April 2015 - Present
Local Houston Magazine January 2015 - Present
J. Hilburn Men's Clothier January 2015 - Present
JMG Magazine February 2013 - Present
The Iron Yard September 2014 - December 2014
The Men's Wearhouse, Inc February 2013 - June 2014
NRG Energy, Inc. August 2011 - February 2013
Duff & Phelps August 2007 - February 2011
Red McCombs School of Business Houston Alumni Chapter May 2008 - May 2010
Skills
JavaScript, jQuery, JavaScriptMVC, APIs, Backbone.js, HTML, HTML5, CSS, SASS, Github, User Interface, User Interface Design, Writing, Fashion, Editing, Business Valuation, Oral Communication, Microsoft Excel, Social Media Marketing, Training, Written Communication, Operations Research, Social Media, Report Writing, Reports, Project Coordination, Solution Implementation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance, Valuation
Education
The University of Texas at Austin 2005 — 2007
BBA, Finance
Trinity University 2003 — 2005
Poetic Systems April 2015 - Present
Local Houston Magazine January 2015 - Present
J. Hilburn Men's Clothier January 2015 - Present
JMG Magazine February 2013 - Present
The Iron Yard September 2014 - December 2014
The Men's Wearhouse, Inc February 2013 - June 2014
NRG Energy, Inc. August 2011 - February 2013
Duff & Phelps August 2007 - February 2011
Red McCombs School of Business Houston Alumni Chapter May 2008 - May 2010
Skills
JavaScript, jQuery, JavaScriptMVC, APIs, Backbone.js, HTML, HTML5, CSS, SASS, Github, User Interface, User Interface Design, Writing, Fashion, Editing, Business Valuation, Oral Communication, Microsoft Excel, Social Media Marketing, Training, Written Communication, Operations Research, Social Media, Report Writing, Reports, Project Coordination, Solution Implementation, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance, Valuation
Education
The University of Texas at Austin 2005 — 2007
BBA, Finance
Trinity University 2003 — 2005
Kevin Chi's Duff & Phelps Experience July 2012 - January 2014
Job Corporate Development Associate at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care January 2015 - Present
Huron Consulting Group February 2014 - December 2014
Duff & Phelps July 2012 - January 2014
Skills
Financial Modeling, Financial Analysis, Data Analysis, Valuation, Process Improvement, Strategic Planning, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
Fresenius Medical Care January 2015 - Present
Huron Consulting Group February 2014 - December 2014
Duff & Phelps July 2012 - January 2014
Skills
Financial Modeling, Financial Analysis, Data Analysis, Valuation, Process Improvement, Strategic Planning, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance
Lauren Tilley's Duff & Phelps Experience December 2009 - August 2011
Job Client Development and Recruiting Professional
Industry Marketing and Advertising
Experience
Gray Reed & McGraw, P.C. August 2011 - Present
Duff & Phelps December 2009 - August 2011
Fulbright & Jaworski June 2008 - August 2009
Skills
Mergers, Strategic Planning, PowerPoint, Recruiting, Microsoft Word, Applicant Tracking..., College Recruiting, Human Resources, Marketing, Business Development, Event Planning, Project Planning, Community Outreach, Social Media, Microsoft Excel
Education
The University of Texas at Austin 2002 — 2006
B.S., Kinesiology/Biology
Gray Reed & McGraw, P.C. August 2011 - Present
Duff & Phelps December 2009 - August 2011
Fulbright & Jaworski June 2008 - August 2009
Skills
Mergers, Strategic Planning, PowerPoint, Recruiting, Microsoft Word, Applicant Tracking..., College Recruiting, Human Resources, Marketing, Business Development, Event Planning, Project Planning, Community Outreach, Social Media, Microsoft Excel
Education
The University of Texas at Austin 2002 — 2006
B.S., Kinesiology/Biology
David Hartigan David Hartigan's Duff & Phelps Experience April 2010 - September 2014
Job Director, Wells Fargo
Industry Capital Markets
Experience
Duff & Phelps April 2010 - September 2014
InsCap Management, LLC March 2009 - March 2010
Deutsche Bank December 2007 - March 2009
Ceres Capital Partners, (fka Stanfield Global Strategies) 2001 - 2007
Dresdner Kleinwort Benson 1997 - 2000
Gordian Knot 1994 - 1997
Skills
Trade Receivable Puts, Fixed Income, Financial Structuring, Treasury, Capital Markets, Derivatives, Investment Banking, Structured Products, Asset Management, Alternative Investments, Valuation, Investor Relations, Foreign Exchange
Education
Trinity College Dublin
Banking & Financial Services
University of Limerick
BBS, Accounting, Economics & Financial Services
Duff & Phelps April 2010 - September 2014
InsCap Management, LLC March 2009 - March 2010
Deutsche Bank December 2007 - March 2009
Ceres Capital Partners, (fka Stanfield Global Strategies) 2001 - 2007
Dresdner Kleinwort Benson 1997 - 2000
Gordian Knot 1994 - 1997
Skills
Trade Receivable Puts, Fixed Income, Financial Structuring, Treasury, Capital Markets, Derivatives, Investment Banking, Structured Products, Asset Management, Alternative Investments, Valuation, Investor Relations, Foreign Exchange
Education
Trinity College Dublin
Banking & Financial Services
University of Limerick
BBS, Accounting, Economics & Financial Services
Tiffany Gdowik Tiffany Gdowik's Duff & Phelps Experience February 2014 - June 2014
Job MBA Candidate at the McCombs School of Business
Industry Financial Services
Experience
Duff & Phelps February 2014 - June 2014
Duff & Phelps May 2009 - February 2014
FBR June 2007 - November 2008
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Mergers & Acquisitions, Forensic Accounting, Certified Fraud Examiner, Corporate Fraud..., Litigation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
BS in Commerce, Finance and Accounting
Duff & Phelps February 2014 - June 2014
Duff & Phelps May 2009 - February 2014
FBR June 2007 - November 2008
Skills
Valuation, Financial Modeling, Business Valuation, Investment Banking, Financial Analysis, Mergers & Acquisitions, Forensic Accounting, Certified Fraud Examiner, Corporate Fraud..., Litigation, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
BS in Commerce, Finance and Accounting
Doug Lyons Doug Lyons's Duff & Phelps Experience 1998 - 2002
Job Managing Director and Chief Credit Officer at BDCA Adviser, LLC
Industry Financial Services
Experience
BDCA Adviser, LLC March 2013 - Present
UBS Investment Bank 2006 - March 2013
CIBC 2002 - 2006
Duff & Phelps 1998 - 2002
PwC 1992 - 1998
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
USC 1988 — 1992
BS, Accounting
BDCA Adviser, LLC March 2013 - Present
UBS Investment Bank 2006 - March 2013
CIBC 2002 - 2006
Duff & Phelps 1998 - 2002
PwC 1992 - 1998
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance
USC 1988 — 1992
BS, Accounting
Gloria Liu Gloria Liu's Duff & Phelps Experience August 2005 - May 2010
Job Gear Editor at BICYCLING Magazine
Industry Sports
Experience
Self -Employed February 2014 - August 2014
TrainingPeaks October 2011 - February 2014
Aspen Skiing Company January 2011 - April 2011
The Remarkables Ski Area June 2010 - October 2010
Duff & Phelps August 2005 - May 2010
Skills
Social Media, Marketing, Analytics, Writing, Valuation, Public Relations, Finance, Corporate Blogging, Inbound Marketing, Marketing Communications, Financial Accounting, Master Scuba Diver, Financial Modeling, Social Media Marketing, Financial Analysis, Marketing Strategy, Microsoft Excel, Strategy, Email Marketing, Training, Blogging
Education
University of California, Berkeley 2001 — 2005
B.A. Business Administration, Finance, Marketing, Ethnic Studies
Self -Employed February 2014 - August 2014
TrainingPeaks October 2011 - February 2014
Aspen Skiing Company January 2011 - April 2011
The Remarkables Ski Area June 2010 - October 2010
Duff & Phelps August 2005 - May 2010
Skills
Social Media, Marketing, Analytics, Writing, Valuation, Public Relations, Finance, Corporate Blogging, Inbound Marketing, Marketing Communications, Financial Accounting, Master Scuba Diver, Financial Modeling, Social Media Marketing, Financial Analysis, Marketing Strategy, Microsoft Excel, Strategy, Email Marketing, Training, Blogging
Education
University of California, Berkeley 2001 — 2005
B.A. Business Administration, Finance, Marketing, Ethnic Studies
Karl Bauer Karl Bauer's Duff & Phelps Experience February 2013 - March 2013
Job Research Associate at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Shenkman Capital Management January 2015 - Present
Sumitomo Mitsui Banking Corporation July 2014 - December 2014
University at Albany School of Business Investment Group September 2012 - May 2014
KPMG October 2013 - January 2014
Bank of America June 2013 - August 2013
Duff & Phelps February 2013 - March 2013
The Ayco Company, L.P. October 2012 - February 2013
The Ayco Company, L.P. January 2012 - October 2012
Swarovski October 2011 - August 2012
Pictometry International Corp. June 2011 - August 2011
Skills
Financial Modeling, Investments, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Economics, Portfolio Management, Accounting, Public Speaking, Word, Excel, Access, Technical Analysis, Fundamental Research, Bloomberg, Hedge Funds, Energy Industry, FX trading, Fixed Income Analysis, Trading, Financial Analysis, Research
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS), Financial Analysis Honors Program & Accounting, 3.5
Dave Farr Dave Farr's Duff & Phelps Experience 2004 - 2006
Job Senior Director of Business Development at DaVita Kidney Care
Industry Hospital & Health Care
Experience
DaVita Kidney Care 2015 - Present
Emmi Solutions 2014 - 2015
Emmi Solutions 2013 - 2014
Novant Health 2011 - 2013
BlackArch Partners 2010 - 2010
Geneva-Cathay Holdings, Corp. 2008 - 2008
GE Capital 2007 - 2007
Duff & Phelps 2004 - 2006
UnitedHealthcare 2002 - 2004
UnitedHealth Group 2002 - 2002
Skills
Financial Modeling, Mergers & Acquisitions, Leadership, Strategy, Process Improvement, Strategic Partnerships, Due Diligence, Investments, Analysis, Competitive Analysis, Corporate Development, Healthcare and Hospital..., Mergers, Valuation, Investment Banking, Finance, Capital Markets, Healthcare Information..., Joint Ventures, Patient Education, Consumer Healthcare, Healthcare Management
Education
University of Colorado at Boulder
BS, Emphasis in Finance
University of Michigan - Stephen M. Ross School of Business
MBA, Emphases in Finance and Entrepreneurial Studies
University of Michigan Law School
JD
DaVita Kidney Care 2015 - Present
Emmi Solutions 2014 - 2015
Emmi Solutions 2013 - 2014
Novant Health 2011 - 2013
BlackArch Partners 2010 - 2010
Geneva-Cathay Holdings, Corp. 2008 - 2008
GE Capital 2007 - 2007
Duff & Phelps 2004 - 2006
UnitedHealthcare 2002 - 2004
UnitedHealth Group 2002 - 2002
Skills
Financial Modeling, Mergers & Acquisitions, Leadership, Strategy, Process Improvement, Strategic Partnerships, Due Diligence, Investments, Analysis, Competitive Analysis, Corporate Development, Healthcare and Hospital..., Mergers, Valuation, Investment Banking, Finance, Capital Markets, Healthcare Information..., Joint Ventures, Patient Education, Consumer Healthcare, Healthcare Management
Education
University of Colorado at Boulder
BS, Emphasis in Finance
University of Michigan - Stephen M. Ross School of Business
MBA, Emphases in Finance and Entrepreneurial Studies
University of Michigan Law School
JD
Keela Ross Keela Ross's Duff & Phelps Experience April 2013 - Present
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps April 2013 - Present
Duff & Phelps April 2005 - Present
AT&T Mobility May 2003 - April 2005
Skills
Property Tax, Tax, Excel, Corporate Finance, Financial Analysis, Property, Auditing, Microsoft Excel, Financial Modeling, Financial Reporting, Risk Management, Valuation, Finance, Due Diligence, Training, Mergers & Acquisitions, Accounting, Analysis
Education
The University of Texas at Dallas
BA, Social Sciences
Duff & Phelps April 2013 - Present
Duff & Phelps April 2005 - Present
AT&T Mobility May 2003 - April 2005
Skills
Property Tax, Tax, Excel, Corporate Finance, Financial Analysis, Property, Auditing, Microsoft Excel, Financial Modeling, Financial Reporting, Risk Management, Valuation, Finance, Due Diligence, Training, Mergers & Acquisitions, Accounting, Analysis
Education
The University of Texas at Dallas
BA, Social Sciences
Robert Maxim Robert Maxim's Duff & Phelps Experience April 2009 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2009 - Present
Duff & Phelps March 2008 - March 2009
Quantal International 2005 - 2008
Quantal International 2002 - 2005
Skills
Portfolio Management, Quantitative Finance, Valuation, Derivatives, Market Risk, Securities, Financial Modeling, Fixed Income, Equities, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Asset Managment, Quantitative Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Master of Financial Engineering
Duff & Phelps April 2009 - Present
Duff & Phelps March 2008 - March 2009
Quantal International 2005 - 2008
Quantal International 2002 - 2005
Skills
Portfolio Management, Quantitative Finance, Valuation, Derivatives, Market Risk, Securities, Financial Modeling, Fixed Income, Equities, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Asset Managment, Quantitative Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
Master of Financial Engineering
Joshua Buckley Joshua Buckley's Duff & Phelps Experience September 2010 - April 2012
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young June 2012 - Present
Duff & Phelps September 2010 - April 2012
ERNST & YOUNG LLP March 2005 - September 2010
Ernst & Young LLP December 2002 - March 2005
YOHALEM GILLMAN & COMPANY February 2002 - December 2002
Hill Thompson Magid & Co June 2000 - July 2001
Skills
Due Diligence, Private Equity, SEC filings, US GAAP, Financial Analysis, Corporate Finance, Financial Modeling, Financial Reporting, Accounting, Internal Controls, Business Valuation, Big 4, Valuation, Auditing, Sarbanes-Oxley Act, Divestitures, Mergers, Financial Accounting, GAAP, IFRS
Education
University of Delaware
Bachelor of Science, Finance
University of Delaware
Bachelor of Science, Accounting
Ernst & Young June 2012 - Present
Duff & Phelps September 2010 - April 2012
ERNST & YOUNG LLP March 2005 - September 2010
Ernst & Young LLP December 2002 - March 2005
YOHALEM GILLMAN & COMPANY February 2002 - December 2002
Hill Thompson Magid & Co June 2000 - July 2001
Skills
Due Diligence, Private Equity, SEC filings, US GAAP, Financial Analysis, Corporate Finance, Financial Modeling, Financial Reporting, Accounting, Internal Controls, Business Valuation, Big 4, Valuation, Auditing, Sarbanes-Oxley Act, Divestitures, Mergers, Financial Accounting, GAAP, IFRS
Education
University of Delaware
Bachelor of Science, Finance
University of Delaware
Bachelor of Science, Accounting
Akil Maknojia Akil Maknojia's Duff & Phelps Experience July 2015 - Present
Job Valuation Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Cardinal Health May 2014 - July 2014
Rodgers Recruiting Report February 2013 - December 2013
SelBiz Corporation May 2013 - August 2013
- August 2011 - May 2012
Skills
Time Management, Teamwork, PowerPoint, Microsoft Office, Data Analysis, Sports, Leadership, Microsoft Excel, Financial Analysis, Public Speaking, Team Building, Microsoft Word, Marketing, Management, Business Strategy, Team Leadership, Research, Social Media, Budgets, Accounting, Business Valuation, Creative Problem Solving, Financial Modeling
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Duff & Phelps July 2015 - Present
Cardinal Health May 2014 - July 2014
Rodgers Recruiting Report February 2013 - December 2013
SelBiz Corporation May 2013 - August 2013
- August 2011 - May 2012
Skills
Time Management, Teamwork, PowerPoint, Microsoft Office, Data Analysis, Sports, Leadership, Microsoft Excel, Financial Analysis, Public Speaking, Team Building, Microsoft Word, Marketing, Management, Business Strategy, Team Leadership, Research, Social Media, Budgets, Accounting, Business Valuation, Creative Problem Solving, Financial Modeling
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Christopher W. Jones, CFA, CPA Christopher W. Jones, CFA, CPA's Duff & Phelps Experience 2006 - 2008
Job Commercial Real Estate Investment Sales and Advisory at Marcus & Millichap
Industry Commercial Real Estate
Experience
Marcus & Millichap 2012 - Present
MetroNational 2008 - 2011
Duff & Phelps 2006 - 2008
Deloitte Financial Advisory Services 2003 - 2006
HFBE Inc. (now Stout Risius Ross) 1998 - 2003
Union Texas Petroleum (acquired by ARCO in early 1998) 1997 - 1998
Arthur Andersen 1995 - 1997
Skills
Investments, Valuation, Mergers & Acquisitions, Finance, Business Valuation, Corporate Finance, Commercial Real Estate, Financial Modeling, Real Estate, Acquisitions, Management, Mergers, Real Estate Economics, Due Diligence, Risk Management, Private Equity, Asset Management, Financial Analysis, Securities, Leadership, Strategic Financial..., Start-ups, Divestitures, Executive Management, Financial Structuring, Investment Properties, Investment Banking, Equities, Alternative Investments, Capital Markets, Venture Capital, Restructuring, Strategy, Contract Negotiation, Loans, Accounting, Cash Management, Treasury Management, Funding, Credit Analysis, Investment Management, Wealth Management, Asset Allocation, Equity Valuation
Education
The University of Texas at Austin 1992 — 1994
MBA & MPA, Finance & Taxation
Trinity University 1988 — 1992
BS, Business Administration (Accounting)
Memorial High School 1984 — 1988
Marcus & Millichap 2012 - Present
MetroNational 2008 - 2011
Duff & Phelps 2006 - 2008
Deloitte Financial Advisory Services 2003 - 2006
HFBE Inc. (now Stout Risius Ross) 1998 - 2003
Union Texas Petroleum (acquired by ARCO in early 1998) 1997 - 1998
Arthur Andersen 1995 - 1997
Skills
Investments, Valuation, Mergers & Acquisitions, Finance, Business Valuation, Corporate Finance, Commercial Real Estate, Financial Modeling, Real Estate, Acquisitions, Management, Mergers, Real Estate Economics, Due Diligence, Risk Management, Private Equity, Asset Management, Financial Analysis, Securities, Leadership, Strategic Financial..., Start-ups, Divestitures, Executive Management, Financial Structuring, Investment Properties, Investment Banking, Equities, Alternative Investments, Capital Markets, Venture Capital, Restructuring, Strategy, Contract Negotiation, Loans, Accounting, Cash Management, Treasury Management, Funding, Credit Analysis, Investment Management, Wealth Management, Asset Allocation, Equity Valuation
Education
The University of Texas at Austin 1992 — 1994
MBA & MPA, Finance & Taxation
Trinity University 1988 — 1992
BS, Business Administration (Accounting)
Memorial High School 1984 — 1988
Matthew Ramsey Matthew Ramsey's Duff & Phelps Experience March 2011 - July 2012
Job Associate Manager at Colgate Palmolive
Industry Information Technology and Services
Experience
Colgate Palmolive August 2012 - Present
Duff & Phelps March 2011 - July 2012
Colgate Palmolive January 2008 - March 2011
University of Arkansas September 2003 - January 2008
Skills
ABAP, Java, JavaScript, Data Warehousing, Legal Management, SAP BW, Oracle SQL, SQL Server, XML, Business Objects, SAP, Microsoft SQL Server, Oracle, Business Intelligence, SQL, Business Process, Integration, SAP ERP, Dashboard, Software Documentation, QlikView, Analytics, SAP BI
Education
University of Arkansas 2006 — 2008
Master of Information Systems, SAP ERP/Telecommunications Management
University of Arkansas 2001 — 2006
BSBA, Information Systems, Enterprise Resource Planning (ERP)
Arkansas School for Mathematics and Sciences 1998 — 2001
High School Diploma
Colgate Palmolive August 2012 - Present
Duff & Phelps March 2011 - July 2012
Colgate Palmolive January 2008 - March 2011
University of Arkansas September 2003 - January 2008
Skills
ABAP, Java, JavaScript, Data Warehousing, Legal Management, SAP BW, Oracle SQL, SQL Server, XML, Business Objects, SAP, Microsoft SQL Server, Oracle, Business Intelligence, SQL, Business Process, Integration, SAP ERP, Dashboard, Software Documentation, QlikView, Analytics, SAP BI
Education
University of Arkansas 2006 — 2008
Master of Information Systems, SAP ERP/Telecommunications Management
University of Arkansas 2001 — 2006
BSBA, Information Systems, Enterprise Resource Planning (ERP)
Arkansas School for Mathematics and Sciences 1998 — 2001
High School Diploma
Don Chung Don Chung's Duff & Phelps Experience July 2011 - January 2013
Job Sr. Business Intelligence Analyst at salesforce.com
Industry Financial Services
Experience
salesforce.com October 2014 - Present
salesforce.com March 2014 - September 2014
salesforce.com February 2013 - March 2014
Duff & Phelps July 2011 - January 2013
Towers Watson May 2010 - August 2010
Life360 June 2008 - May 2009
Money Economics 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Consulting, Economics, Data Analysis, Valuation, Microsoft Excel
Education
University of California, Berkeley 2007 — 2011
Bachelor of Science, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
salesforce.com October 2014 - Present
salesforce.com March 2014 - September 2014
salesforce.com February 2013 - March 2014
Duff & Phelps July 2011 - January 2013
Towers Watson May 2010 - August 2010
Life360 June 2008 - May 2009
Money Economics 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Consulting, Economics, Data Analysis, Valuation, Microsoft Excel
Education
University of California, Berkeley 2007 — 2011
Bachelor of Science, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
Todd McGraw Todd McGraw's Duff & Phelps Experience July 2012 - Present
Job Senior Associate, Real Estate Services Group at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps July 2012 - Present
King Industrial Realty, Inc./CORFAC Int'l August 2011 - May 2012
Marcus & Millichap May 2011 - August 2011
Watkins Retail Group May 2011 - August 2011
Skills
Argus Modeling, Financial Analysis, Real Estate Economics, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Development, Disposition, Leases, Real Estate Transactions, Brokerage, Location Intelligence, Valuation, Investments, Commercial Real Estate..., Appraisals, Tenant, Tenant Representation, Lease Negotiations, Dispositions
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Duff & Phelps July 2012 - Present
King Industrial Realty, Inc./CORFAC Int'l August 2011 - May 2012
Marcus & Millichap May 2011 - August 2011
Watkins Retail Group May 2011 - August 2011
Skills
Argus Modeling, Financial Analysis, Real Estate Economics, Real Estate, Commercial Real Estate, Investment Properties, Real Estate Development, Disposition, Leases, Real Estate Transactions, Brokerage, Location Intelligence, Valuation, Investments, Commercial Real Estate..., Appraisals, Tenant, Tenant Representation, Lease Negotiations, Dispositions
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Henry Martz's Duff & Phelps Experience February 2014 - June 2014
Job Finance, Business Operations & Strategy
Industry Financial Services
Experience
Gusto (formerly ZenPayroll) June 2015 - Present
Project Frog June 2014 - June 2015
Duff & Phelps February 2014 - June 2014
Duff & Phelps February 2012 - February 2014
Duff & Phelps May 2011 - January 2012
Bold Group Inc July 2009 - May 2011
Deloitte September 2008 - July 2009
UCSB September 2007 - March 2008
Deloitte & Touche June 2007 - August 2007
Skills
Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Financial Reporting, Alternative Investments, Analysis, Finance, Private Equity, Start-ups, Business Development, Entrepreneurship, Valuation, Financial Modeling, Hedge Funds, Strategic Financial..., Financial Planning
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics w/ Accounting Emphasis, Magna Cum Laude
Gusto (formerly ZenPayroll) June 2015 - Present
Project Frog June 2014 - June 2015
Duff & Phelps February 2014 - June 2014
Duff & Phelps February 2012 - February 2014
Duff & Phelps May 2011 - January 2012
Bold Group Inc July 2009 - May 2011
Deloitte September 2008 - July 2009
UCSB September 2007 - March 2008
Deloitte & Touche June 2007 - August 2007
Skills
Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Financial Reporting, Alternative Investments, Analysis, Finance, Private Equity, Start-ups, Business Development, Entrepreneurship, Valuation, Financial Modeling, Hedge Funds, Strategic Financial..., Financial Planning
Education
University of California, Santa Barbara 2004 — 2008
B.A., Business Economics w/ Accounting Emphasis, Magna Cum Laude
Thomas LaPrease's Duff & Phelps Experience July 2015 - Present
Job Real Estate Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Chi Psi Fraternity 2012 - 2013
Skills
Customer Service, Research, Creative Writing, Strategy, Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Bloomberg, Finance, Private Placements, DCF
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Finance, GPA 3.7
Duff & Phelps July 2015 - Present
Guggenheim Partners June 2014 - August 2014
Chi Psi Fraternity 2012 - 2013
Skills
Customer Service, Research, Creative Writing, Strategy, Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, PowerPoint, Bloomberg, Finance, Private Placements, DCF
Education
University of Colorado Boulder 2011 — 2015
Bachelor's Degree, Finance, GPA 3.7
Jennifer Noell Clark Jennifer Noell Clark's Duff & Phelps Experience October 2012 - January 2014
Job Senior Business Consultant
Industry Computer Software
Experience
Tableau Software March 2014 - Present
Duff & Phelps October 2012 - January 2014
National Motor Club January 2011 - October 2012
Interphase November 2009 - February 2011
University of Texas at Arlington August 2008 - December 2010
Brooklyn's Old Neighborhood Style Pizzeria July 2007 - September 2008
Steely Enterprises May 2006 - December 2006
University of Arkansas at Little Rock June 2005 - February 2006
Edventure Parneters / Federal Bureau of Investigation August 2004 - May 2005
Skills
Tableau, Qualtrics, SPSS, Excel, Word, Outlook, PowerPoint, Business Intelligence, Project Coordination, Market Research, Market Insights, Event Planning, Customer Satisfaction, Retention, Customer Acquisition, Survey Design, Data Aggregation, Report Generation, Writing, Marketing Communications, Marketing Research, Business Analysis, Business Strategy, Marketing Strategy, Queries, Microsoft Excel, Management, Leadership
Education
The University of Texas at Arlington 2008 — 2010
Master of Science in Marketing Research
The University of Texas at Arlington - College of Business Administration 2008 — 2010
Master of Business Administration
University of Arkansas at Little Rock 2003 — 2005
Bachelor of Business Adminstration, Marketing
University of Arkansas at Little Rock 2003 — 2005
Bachelor of Business Adminstration, Advertising and Public Relations
Tableau Software March 2014 - Present
Duff & Phelps October 2012 - January 2014
National Motor Club January 2011 - October 2012
Interphase November 2009 - February 2011
University of Texas at Arlington August 2008 - December 2010
Brooklyn's Old Neighborhood Style Pizzeria July 2007 - September 2008
Steely Enterprises May 2006 - December 2006
University of Arkansas at Little Rock June 2005 - February 2006
Edventure Parneters / Federal Bureau of Investigation August 2004 - May 2005
Skills
Tableau, Qualtrics, SPSS, Excel, Word, Outlook, PowerPoint, Business Intelligence, Project Coordination, Market Research, Market Insights, Event Planning, Customer Satisfaction, Retention, Customer Acquisition, Survey Design, Data Aggregation, Report Generation, Writing, Marketing Communications, Marketing Research, Business Analysis, Business Strategy, Marketing Strategy, Queries, Microsoft Excel, Management, Leadership
Education
The University of Texas at Arlington 2008 — 2010
Master of Science in Marketing Research
The University of Texas at Arlington - College of Business Administration 2008 — 2010
Master of Business Administration
University of Arkansas at Little Rock 2003 — 2005
Bachelor of Business Adminstration, Marketing
University of Arkansas at Little Rock 2003 — 2005
Bachelor of Business Adminstration, Advertising and Public Relations
Daniel Jaffe's Duff & Phelps Experience July 2015 - Present
Job Investment Banking Summer Analyst at Hammond Hanlon Camp LLC
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Hammond Hanlon Camp LLC June 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
Brighter Minds Tutoring October 2012 - April 2014
Concord Music Group September 2013 - December 2013
102.1 KPRi & KPRiFM.com June 2013 - September 2013
SpiroFIT November 2012 - June 2013
Skills
Microsoft Office, Research, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Excel, Microsoft Word, Product Development
Education
UCLA 2011 — 2015
Business Economics & Political Science
Duff & Phelps July 2015 - Present
Hammond Hanlon Camp LLC June 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
Brighter Minds Tutoring October 2012 - April 2014
Concord Music Group September 2013 - December 2013
102.1 KPRi & KPRiFM.com June 2013 - September 2013
SpiroFIT November 2012 - June 2013
Skills
Microsoft Office, Research, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Excel, Microsoft Word, Product Development
Education
UCLA 2011 — 2015
Business Economics & Political Science
Atif Ali Atif Ali's Duff & Phelps Experience May 2012 - April 2014
Job Analyst with Energy Ventures
Industry Venture Capital & Private Equity
Experience
Energy Ventures March 2015 - Present
Parks Paton Hoepfl & Brown April 2014 - February 2015
Duff & Phelps May 2012 - April 2014
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, DCF, LBO, Bloomberg, Business Valuation, Capital IQ, Capital Markets, Equities, Equity Valuation, Due Diligence, Equity Research
Education
The University of Texas at Austin 2007 — 2011
Energy Ventures March 2015 - Present
Parks Paton Hoepfl & Brown April 2014 - February 2015
Duff & Phelps May 2012 - April 2014
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, DCF, LBO, Bloomberg, Business Valuation, Capital IQ, Capital Markets, Equities, Equity Valuation, Due Diligence, Equity Research
Education
The University of Texas at Austin 2007 — 2011
Daniella Hemsley Daniella Hemsley's Duff & Phelps Experience July 2015 - Present
Job Real Estate Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2015 - Present
Conscience Bay Company September 2014 - January 2015
Lease On The Hill/Malih Management October 2013 - October 2014
Goldman Sachs May 2014 - August 2014
Alpha Phi International Fraternity November 2012 - December 2013
The Canteen Restaurant May 2011 - November 2013
CU Independent January 2013 - October 2013
Hemsley Advisors Ltd May 2013 - August 2013
Alpha Phi November 2011 - November 2012
Alpha Phi November 2011 - November 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Customer Service, Social Media, Public Speaking, Time Management, Team Leadership, Wealth Management..., Financial Advisory, Social Media Marketing, Communication, Facebook
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General and Real Estate
University of Colorado Boulder
Finance
Duff & Phelps July 2015 - Present
Conscience Bay Company September 2014 - January 2015
Lease On The Hill/Malih Management October 2013 - October 2014
Goldman Sachs May 2014 - August 2014
Alpha Phi International Fraternity November 2012 - December 2013
The Canteen Restaurant May 2011 - November 2013
CU Independent January 2013 - October 2013
Hemsley Advisors Ltd May 2013 - August 2013
Alpha Phi November 2011 - November 2012
Alpha Phi November 2011 - November 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Data Analysis, Leadership, Financial Reporting, Customer Service, Social Media, Public Speaking, Time Management, Team Leadership, Wealth Management..., Financial Advisory, Social Media Marketing, Communication, Facebook
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General and Real Estate
University of Colorado Boulder
Finance
Bradley Rotter's Duff & Phelps Experience June 2015 - Present
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Duff & Phelps June 2015 - Present
JUMP Investors September 2014 - February 2015
Citi June 2014 - August 2014
Folio Investing June 2013 - August 2013
Convergent Wealth Advisors January 2013 - April 2013
H. Beck, Inc. June 2012 - September 2012
Morgan Stanley Wealth Management January 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading
Education
University of California, Los Angeles 2011 — 2015
Business Economics, Economics
Autonomous University of Barcelona 2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance
Russell Chapman Russell Chapman's Duff & Phelps Experience March 2015 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps March 2012 - March 2015
Duff & Phelps September 2010 - March 2012
Duff & Phelps July 2008 - August 2010
Skills
Business Valuation, Purchase Price..., Valuation, Financial Modeling, Intangible Assets, Stock Valuation, DCF Valuation, Valuation Modeling, Enterprise Valuation, Inventory Valuation, Equity Valuation, Company Valuation, Intellectual Property..., WACC, CAPM, 409A, Project Management, Fair Value, Fair Market Value, DCF, Financial Reporting
Education
University of California, Santa Cruz 2006 — 2008
Master's, Applied Economics and Finance
University of California, Santa Cruz 2003 — 2007
BA, Economics
Duff & Phelps March 2015 - Present
Duff & Phelps March 2012 - March 2015
Duff & Phelps September 2010 - March 2012
Duff & Phelps July 2008 - August 2010
Skills
Business Valuation, Purchase Price..., Valuation, Financial Modeling, Intangible Assets, Stock Valuation, DCF Valuation, Valuation Modeling, Enterprise Valuation, Inventory Valuation, Equity Valuation, Company Valuation, Intellectual Property..., WACC, CAPM, 409A, Project Management, Fair Value, Fair Market Value, DCF, Financial Reporting
Education
University of California, Santa Cruz 2006 — 2008
Master's, Applied Economics and Finance
University of California, Santa Cruz 2003 — 2007
BA, Economics
Jillian Senechalle Jillian Senechalle's Duff & Phelps Experience July 2012 - July 2014
Job Senior Financial Analyst at LinkedIn
Industry Internet
Experience
LinkedIn September 2015 - Present
LinkedIn July 2014 - Present
Duff & Phelps July 2012 - July 2014
Omnium LLC June 2011 - August 2011
Campus Property Management January 2010 - December 2010
Skills
Social Media, Financial Reporting, Financial Analysis, Analysis, Data Analysis, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelors, Finance
Università Commerciale 'Luigi Bocconi' 2011 — 2011
International Finance, Italian and Fashion
LinkedIn September 2015 - Present
LinkedIn July 2014 - Present
Duff & Phelps July 2012 - July 2014
Omnium LLC June 2011 - August 2011
Campus Property Management January 2010 - December 2010
Skills
Social Media, Financial Reporting, Financial Analysis, Analysis, Data Analysis, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelors, Finance
Università Commerciale 'Luigi Bocconi' 2011 — 2011
International Finance, Italian and Fashion
Benjamin Killmer Benjamin Killmer's Duff & Phelps Experience August 2009 - August 2011
Job Strategic Partner Manager at Google
Industry Internet
Experience
Google July 2015 - Present
Google November 2014 - April 2015
Google June 2014 - August 2014
oDesk September 2013 - February 2014
Inflection September 2011 - July 2013
Duff & Phelps August 2009 - August 2011
DTE Energy June 2008 - April 2009
Skills
Forecasting Models, Analytics, Financial Modeling, Microsoft Excel, Management Consulting, Data Analysis, PowerPoint, Customer Lifetime Value, Forecasting, Lifetime Value, Strategy, Business Intelligence, Business Strategy, Entrepreneurship, Financial Analysis, Consulting, Web Analytics, Analysis, Finance, E-commerce, Marketing, Business Development, Competitive Analysis
Education
UC Berkeley Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
BSE
Google July 2015 - Present
Google November 2014 - April 2015
Google June 2014 - August 2014
oDesk September 2013 - February 2014
Inflection September 2011 - July 2013
Duff & Phelps August 2009 - August 2011
DTE Energy June 2008 - April 2009
Skills
Forecasting Models, Analytics, Financial Modeling, Microsoft Excel, Management Consulting, Data Analysis, PowerPoint, Customer Lifetime Value, Forecasting, Lifetime Value, Strategy, Business Intelligence, Business Strategy, Entrepreneurship, Financial Analysis, Consulting, Web Analytics, Analysis, Finance, E-commerce, Marketing, Business Development, Competitive Analysis
Education
UC Berkeley Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2005 — 2009
BSE
Erik Hanson Erik Hanson's Duff & Phelps Experience September 2006 - September 2009
Job JLL Capital Markets Group
Industry Commercial Real Estate
Experience
JLL March 2015 - Present
Colliers-International September 2012 - March 2015
Colliers-International September 2009 - August 2012
Duff & Phelps September 2006 - September 2009
Skills
Investments, Brokerage, Real Estate Investment, Real Estate Development, Real Estate Transactions, Real Estate Private..., CMBS, San Francisco, Valuation, Real Estate, Investment Properties, Real Estate Financing, Appraisals, Real Estate Economics, Commercial Real Estate, Corporate Real Estate, Disposition
Education
University of California, Davis 2002 — 2006
De La Salle High School, Concord 1998 — 2002
JLL March 2015 - Present
Colliers-International September 2012 - March 2015
Colliers-International September 2009 - August 2012
Duff & Phelps September 2006 - September 2009
Skills
Investments, Brokerage, Real Estate Investment, Real Estate Development, Real Estate Transactions, Real Estate Private..., CMBS, San Francisco, Valuation, Real Estate, Investment Properties, Real Estate Financing, Appraisals, Real Estate Economics, Commercial Real Estate, Corporate Real Estate, Disposition
Education
University of California, Davis 2002 — 2006
De La Salle High School, Concord 1998 — 2002
Anisa Kongmuang Anisa Kongmuang's Duff & Phelps Experience July 2011 - May 2013
Job Business Intelligence Analyst at YuMe
Industry Financial Services
Experience
YuMe May 2013 - Present
Duff & Phelps July 2011 - May 2013
UC Berkeley October 2008 - April 2011
Optimedia US June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Market Research, Financial Forecasting, Valuation Modeling, PowerPoint, Cost Of Capital, Analysis, Access, Business Valuation, Financial Analysis, Mergers & Acquisitions, Policy Analysis, Comparative Market..., Valuation, Analytics, Management, Strategy, SQL
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
YuMe May 2013 - Present
Duff & Phelps July 2011 - May 2013
UC Berkeley October 2008 - April 2011
Optimedia US June 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Market Research, Financial Forecasting, Valuation Modeling, PowerPoint, Cost Of Capital, Analysis, Access, Business Valuation, Financial Analysis, Mergers & Acquisitions, Policy Analysis, Comparative Market..., Valuation, Analytics, Management, Strategy, SQL
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
Alexandra Khoshabe Alexandra Khoshabe's Duff & Phelps Experience October 2011 - September 2012
Job Corporate Development Manager at Electronic Arts (EA)
Industry Entertainment
Experience
Electronic Arts (EA) July 2015 - Present
Marsh & McLennan Companies, Inc. July 2013 - June 2015
Duff & Phelps October 2011 - September 2012
Citigroup July 2010 - October 2011
Fox Interactive Media IGN Entertainment June 2009 - August 2009
Education
University of California, Berkeley 2005 — 2009
Bachelor’s Degree, Political Science
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor’s Degree, Finance, General
Electronic Arts (EA) July 2015 - Present
Marsh & McLennan Companies, Inc. July 2013 - June 2015
Duff & Phelps October 2011 - September 2012
Citigroup July 2010 - October 2011
Fox Interactive Media IGN Entertainment June 2009 - August 2009
Education
University of California, Berkeley 2005 — 2009
Bachelor’s Degree, Political Science
University of California, Berkeley, Haas School of Business 2005 — 2009
Bachelor’s Degree, Finance, General
Chris Sampson Chris Sampson's Duff & Phelps Experience June 2014 - August 2014
Job Junior Associate | Camden Asset Management
Industry Investment Banking
Experience
Camden Asset Management April 2015 - Present
Duff & Phelps June 2014 - August 2014
Gumbiner Savett July 2013 - August 2013
Palos Verdes Golf Club January 2007 - October 2012
Education
University of California, Riverside 2012 — 2014
Bachelor of Arts (B.A.), Business Economics
Camden Asset Management April 2015 - Present
Duff & Phelps June 2014 - August 2014
Gumbiner Savett July 2013 - August 2013
Palos Verdes Golf Club January 2007 - October 2012
Education
University of California, Riverside 2012 — 2014
Bachelor of Arts (B.A.), Business Economics
Jay Daly Jay Daly's Duff & Phelps Experience 2006 - 2007
Job Senior Manager Commercial Marketing Finance
Industry Wine and Spirits
Experience
Beam Suntory May 2015 - Present
Beam March 2014 - May 2015
Beam September 2012 - March 2014
Exelon June 2010 - June 2012
KTR Capital Partners May 2007 - June 2010
Duff & Phelps 2006 - 2007
Tanner & Haley Resorts /Abercrombie & Kent Destinations 2005 - 2006
HOME BOX OFFICE April 2004 - April 2005
ERNST & YOUNG LLP November 2002 - April 2004
GENERAL ELECTRIC CORPORATION November 2001 - November 2002
Skills
Financial Analysis, Managerial Finance, Treasury, Forecasting, Auditing, Financial Statement..., Financial Risk, Leadership, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Investments, Financial Reporting, Mergers, Finance, Risk Management, Mergers & Acquisitions, Strategic Financial..., Strategy
Education
The University of Connecticut 1999 — 2005
Master of Business Administration, Finance
The University of Connecticut 1999 — 2005
Master of Science, Communications
Washington College 1995 — 1999
Bachelor of Arts, Liberal Arts, English
Beam Suntory May 2015 - Present
Beam March 2014 - May 2015
Beam September 2012 - March 2014
Exelon June 2010 - June 2012
KTR Capital Partners May 2007 - June 2010
Duff & Phelps 2006 - 2007
Tanner & Haley Resorts /Abercrombie & Kent Destinations 2005 - 2006
HOME BOX OFFICE April 2004 - April 2005
ERNST & YOUNG LLP November 2002 - April 2004
GENERAL ELECTRIC CORPORATION November 2001 - November 2002
Skills
Financial Analysis, Managerial Finance, Treasury, Forecasting, Auditing, Financial Statement..., Financial Risk, Leadership, Valuation, Financial Modeling, Portfolio Management, Due Diligence, Investments, Financial Reporting, Mergers, Finance, Risk Management, Mergers & Acquisitions, Strategic Financial..., Strategy
Education
The University of Connecticut 1999 — 2005
Master of Business Administration, Finance
The University of Connecticut 1999 — 2005
Master of Science, Communications
Washington College 1995 — 1999
Bachelor of Arts, Liberal Arts, English
Erik Wissig, CFA Erik Wissig, CFA's Duff & Phelps Experience April 2006 - February 2010
Job CFO at Hixme
Industry Investment Banking
Experience
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Hixme January 2014 - Present
Nationwide Medical, Inc. June 2010 - December 2013
Duff & Phelps April 2006 - February 2010
BDO Seidman, LLP April 2005 - April 2006
Duff & Phelps May 2000 - April 2005
Wilshire Associates September 1999 - May 2000
Fidelity Investments November 1998 - September 1999
Skills
Financial Modeling, Equities, Mergers & Acquisitions, Fundamental Analysis, Due Diligence, Financial Reporting, Valuation, Litigation, Securities, Corporate Finance, Business Development, Project Management, Asset Management, Portfolio Management, Investment Banking
Education
University of California, Santa Barbara
B.A, Business Economics and German
Michael Serposs's Duff & Phelps Experience June 2012 - June 2014
Job Associate at Starwood Retail Partners LLC
Industry Real Estate
Experience
Starwood Retail Partners LLC June 2014 - Present
Duff & Phelps June 2012 - June 2014
Dominium August 2011 - January 2012
The BSC Group June 2011 - September 2011
Wisconsin Department of Commerce April 2010 - June 2011
The Blessing Basket Project July 2010 - November 2010
HGA June 2008 - January 2010
St. Louis Park Youth Soccer Association May 2009 - August 2009
Skills
Due Diligence, Valuation, Real Estate Development, Appraisals, Microsoft Excel, Commercial Real Estate, Financial Modeling, Investments, Finance, Real Estate Economics, Market Research, Financial Analysis, Microsoft Office, Asset Management, PowerPoint, Argus Modeling, Acquisitions, TM1
Education
University of Wisconsin-Madison 2007 — 2012
Bachelor of Business Administration, Real Estate and Urban Land Economics; International Business; Economics
University of Wisconsin-Madison - School of Business 2007 — 2012
BBA, Real Estate and Urban Land Economics; International Business
Universitat Pompeu Fabra 2009 — 2010
Starwood Retail Partners LLC June 2014 - Present
Duff & Phelps June 2012 - June 2014
Dominium August 2011 - January 2012
The BSC Group June 2011 - September 2011
Wisconsin Department of Commerce April 2010 - June 2011
The Blessing Basket Project July 2010 - November 2010
HGA June 2008 - January 2010
St. Louis Park Youth Soccer Association May 2009 - August 2009
Skills
Due Diligence, Valuation, Real Estate Development, Appraisals, Microsoft Excel, Commercial Real Estate, Financial Modeling, Investments, Finance, Real Estate Economics, Market Research, Financial Analysis, Microsoft Office, Asset Management, PowerPoint, Argus Modeling, Acquisitions, TM1
Education
University of Wisconsin-Madison 2007 — 2012
Bachelor of Business Administration, Real Estate and Urban Land Economics; International Business; Economics
University of Wisconsin-Madison - School of Business 2007 — 2012
BBA, Real Estate and Urban Land Economics; International Business
Universitat Pompeu Fabra 2009 — 2010
Paul Piña Paul Piña's Duff & Phelps Experience August 2013 - Present
Job Senior Associate, Property Tax
Industry Financial Services
Experience
Duff & Phelps August 2013 - Present
Ryan October 2011 - August 2013
Gap Inc. January 2007 - October 2011
State of New Mexico August 2005 - January 2007
Skills
Accounting, Account Reconciliation, General Ledger, Fixed Assets, Tax, Financial Statements, Variance Analysis, Analysis, Budgets, Accruals, Journal Entries, Valuation, Process Improvement, Tax Returns, Property Tax, Management, Access, Real Estate, Income Tax, Retail
Education
The University of New Mexico 2006 — 2011
Master's of Accountancy, Business Administration and Management, General
Duff & Phelps August 2013 - Present
Ryan October 2011 - August 2013
Gap Inc. January 2007 - October 2011
State of New Mexico August 2005 - January 2007
Skills
Accounting, Account Reconciliation, General Ledger, Fixed Assets, Tax, Financial Statements, Variance Analysis, Analysis, Budgets, Accruals, Journal Entries, Valuation, Process Improvement, Tax Returns, Property Tax, Management, Access, Real Estate, Income Tax, Retail
Education
The University of New Mexico 2006 — 2011
Master's of Accountancy, Business Administration and Management, General
Heather (Schilling) Bolner's Duff & Phelps Experience September 2013 - Present
Job Vice President in Dispute Consulting at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps September 2011 - September 2013
Duff & Phelps August 2009 - September 2011
McCombs School of Business October 2006 - May 2009
Austin Ventures June 2008 - August 2008
Golden & Co. May 2007 - September 2007
Skills
Strategy, Analysis, Investments, Financial Modeling, Valuation, Consulting, Financial Analysis, Report Writing, Research, Bloomberg, Microsoft Office, Capital IQ, ThomsonOne
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Major: Business Honors/Finance
University of Economics in Prague 2007 — 2007
Study Abroad Concentration in Finance and Marketing
Duff & Phelps September 2013 - Present
Duff & Phelps September 2011 - September 2013
Duff & Phelps August 2009 - September 2011
McCombs School of Business October 2006 - May 2009
Austin Ventures June 2008 - August 2008
Golden & Co. May 2007 - September 2007
Skills
Strategy, Analysis, Investments, Financial Modeling, Valuation, Consulting, Financial Analysis, Report Writing, Research, Bloomberg, Microsoft Office, Capital IQ, ThomsonOne
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Major: Business Honors/Finance
University of Economics in Prague 2007 — 2007
Study Abroad Concentration in Finance and Marketing
Shikhar Singh's Duff & Phelps Experience June 2013 - August 2013
Job Consultant at Sense Corp
Industry Computer Software
Experience
Sense Corp July 2014 - Present
Duff & Phelps June 2013 - August 2013
McCombs School of Business January 2013 - May 2013
RideScout March 2012 - June 2012
RuffaloCODY September 2011 - December 2011
Skills
Web Development, VB.NET, ASP.NET MVC, jQuery UI, Social Media, Graphic Design, Technical Writing, User Experience, HTML, Digital Marketing, Entrepreneurship, Programming, HTML 5, Agile Methodologies, Integration, Public Speaking, SQL, Microsoft Excel
Education
The University of Texas at Austin 2009 — 2014
BBA, Management Information Systems;
Sense Corp July 2014 - Present
Duff & Phelps June 2013 - August 2013
McCombs School of Business January 2013 - May 2013
RideScout March 2012 - June 2012
RuffaloCODY September 2011 - December 2011
Skills
Web Development, VB.NET, ASP.NET MVC, jQuery UI, Social Media, Graphic Design, Technical Writing, User Experience, HTML, Digital Marketing, Entrepreneurship, Programming, HTML 5, Agile Methodologies, Integration, Public Speaking, SQL, Microsoft Excel
Education
The University of Texas at Austin 2009 — 2014
BBA, Management Information Systems;
Rich Cohen Rich Cohen's Duff & Phelps Experience September 2013 - October 2014
Job President and General Counsel at Corporate Creations International Inc.
Industry Legal Services
Experience
Corporate Creations International Inc. November 2014 - Present
The Electricity Journal 1998 - Present
Duff & Phelps September 2013 - October 2014
RenewData September 2012 - August 2013
RenewData November 2009 - September 2012
Renewdata May 2008 - November 2009
GCG December 2000 - April 2008
Integrex 1999 - 2000
Owens Corning/Integrex 1999 - 2000
Lexis Nexis 1996 - 1998
Skills
Litigation Support, Litigation, Document Review, Thought Leadership, Legal Assistance, Intellectual Property, Government, Class Action Settlement..., Bankruptcy Claims..., Asbestos Claims..., eDiscovery, Corporate Legal Process, Privacy Law, CRM, Commercial Litigation, Legal Writing, Civil Litigation, Leadership, Entrepreneurship, Management, Legal Research, Public Speaking, Trials, Corporate Law, Corporate Governance, Contract Negotiation, Licensing, Fraud, Mergers & Acquisitions, Employment Law, Mediation, Computer Forensics, E-Discovery Consulting, Westlaw, Team Leadership, Bankruptcy, Executive Management, Document Management, Business Development, Arbitration
Education
University of Akron School of Law 1977 — 1980
Juris Doctor, Law
University at Buffalo 1973 — 1977
BS, Business Administration
Corporate Creations International Inc. November 2014 - Present
The Electricity Journal 1998 - Present
Duff & Phelps September 2013 - October 2014
RenewData September 2012 - August 2013
RenewData November 2009 - September 2012
Renewdata May 2008 - November 2009
GCG December 2000 - April 2008
Integrex 1999 - 2000
Owens Corning/Integrex 1999 - 2000
Lexis Nexis 1996 - 1998
Skills
Litigation Support, Litigation, Document Review, Thought Leadership, Legal Assistance, Intellectual Property, Government, Class Action Settlement..., Bankruptcy Claims..., Asbestos Claims..., eDiscovery, Corporate Legal Process, Privacy Law, CRM, Commercial Litigation, Legal Writing, Civil Litigation, Leadership, Entrepreneurship, Management, Legal Research, Public Speaking, Trials, Corporate Law, Corporate Governance, Contract Negotiation, Licensing, Fraud, Mergers & Acquisitions, Employment Law, Mediation, Computer Forensics, E-Discovery Consulting, Westlaw, Team Leadership, Bankruptcy, Executive Management, Document Management, Business Development, Arbitration
Education
University of Akron School of Law 1977 — 1980
Juris Doctor, Law
University at Buffalo 1973 — 1977
BS, Business Administration
Sam Hamilton Sam Hamilton's Duff & Phelps Experience June 2014 - August 2014
Job Investment Banking Analyst at Vaquero Capital
Industry Financial Services
Experience
Vaquero Capital June 2015 - Present
W Fund October 2014 - March 2015
Duff & Phelps June 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
University of Washington, Michael G. Foster School of Business December 2013 - March 2014
Madison Park Advisors June 2013 - August 2013
Education
University of Washington, Michael G. Foster School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship
Universidad de Granada 2013 — 2013
Study Abroad Program, Spanish Language
Vaquero Capital June 2015 - Present
W Fund October 2014 - March 2015
Duff & Phelps June 2014 - August 2014
UBS Wealth Management February 2014 - May 2014
University of Washington, Michael G. Foster School of Business December 2013 - March 2014
Madison Park Advisors June 2013 - August 2013
Education
University of Washington, Michael G. Foster School of Business 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurship
Universidad de Granada 2013 — 2013
Study Abroad Program, Spanish Language
Mackenzie Williams Mackenzie Williams's Duff & Phelps Experience July 2011 - Present
Job Senior Associate at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps July 2011 - Present
Formations, LLC January 2011 - April 2011
SDL International July 2010 - December 2010
Crestone Capital Advisors December 2008 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Real Estate, Business Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Universidad de Sevilla 2008 — 2009
Bachelor of Arts (B.A.), International Spanish for the Professions
Duff & Phelps July 2011 - Present
Formations, LLC January 2011 - April 2011
SDL International July 2010 - December 2010
Crestone Capital Advisors December 2008 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Real Estate, Business Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Universidad de Sevilla 2008 — 2009
Bachelor of Arts (B.A.), International Spanish for the Professions
Ravi Chaudhari's Duff & Phelps Experience May 2011 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps May 2011 - Present
Towers Watson August 2008 - August 2011
PriceGrabber.com June 2008 - September 2008
Copymat June 2007 - April 2008
Skills
Analysis, Valuation, Management, Finance, Data Analysis, Financial Modeling, Analytics, SAS, Financial Reporting, Jokes, Financial Analysis, POI, Investments, Portfolio Management, Corporate Finance, Actuarial Science
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Business Economics
Duff & Phelps May 2011 - Present
Towers Watson August 2008 - August 2011
PriceGrabber.com June 2008 - September 2008
Copymat June 2007 - April 2008
Skills
Analysis, Valuation, Management, Finance, Data Analysis, Financial Modeling, Analytics, SAS, Financial Reporting, Jokes, Financial Analysis, POI, Investments, Portfolio Management, Corporate Finance, Actuarial Science
Education
University of California, Los Angeles 2004 — 2008
Bachelor of Arts, Business Economics
Kristen Cerefice Kristen Cerefice's Duff & Phelps Experience December 2005 - Present
Job Vice President Property Tax Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps December 2005 - Present
Skills
Business Valuation, Valuation, Property Tax, Tax Research, Fixed Assets, Budgets, Estimates, Internal Audit, External Audit, Analysis, Big 4, Microsoft Excel, Tax Accounting
Education
The University of Texas at Dallas 2000 — 2003
Bachelor of Arts (B.A.)
Duff & Phelps December 2005 - Present
Skills
Business Valuation, Valuation, Property Tax, Tax Research, Fixed Assets, Budgets, Estimates, Internal Audit, External Audit, Analysis, Big 4, Microsoft Excel, Tax Accounting
Education
The University of Texas at Dallas 2000 — 2003
Bachelor of Arts (B.A.)
Jason Wilcynski Jason Wilcynski's Duff & Phelps Experience March 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Management Consulting
Experience
Duff & Phelps March 2015 - Present
Duff & Phelps August 2014 - March 2015
HBR Consulting LLC December 2011 - August 2014
Capital Forensics December 2010 - December 2011
Skills
Banking Law, Research, Analysis, Economics, Compliance, Data Analysis, Management, Leadership, Finance, Risk Management, Financial Analysis, Due Diligence, Project Management, Competitive Analysis, Corporate Finance, Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions
Education
The University of Glasgow 2009 — 2010
MSc, Economics Banking and Finance
University of Wisconsin - Platteville 2004 — 2008
BSc, Economics
Duff & Phelps March 2015 - Present
Duff & Phelps August 2014 - March 2015
HBR Consulting LLC December 2011 - August 2014
Capital Forensics December 2010 - December 2011
Skills
Banking Law, Research, Analysis, Economics, Compliance, Data Analysis, Management, Leadership, Finance, Risk Management, Financial Analysis, Due Diligence, Project Management, Competitive Analysis, Corporate Finance, Management Consulting, Financial Modeling, Strategy, Mergers & Acquisitions
Education
The University of Glasgow 2009 — 2010
MSc, Economics Banking and Finance
University of Wisconsin - Platteville 2004 — 2008
BSc, Economics
Maliha Zuberi Maliha Zuberi's Duff & Phelps Experience January 2015 - Present
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2015 - Present
Duff & Phelps June 2013 - January 2015
Steve Pomerantz LLC February 2012 - February 2013
Professional Pension Services December 2010 - November 2011
Tutor September 2001 - December 2010
Patak Trading Partners, LLC February 2010 - April 2010
Professional Pension Services September 2006 - July 2008
Skills
Microsoft Excel, Actuarial Science, Writing, Legal Discovery, Data Analysis, Portfolio Management, Access, Quantitative Finance, Microsoft Word, Mac OS, SAS, Economics, Financial Modeling, VBA, Alternative Investments, Statistics, Insurance, Quantitative Analytics, Financial Risk, R, Valuation, Leadership, Analysis, Forecasting, Credit Risk, Options, Capital Markets, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Corporate Finance, Trading, Derivatives, Finance
Education
University of Nebraska-Lincoln 2008 — 2010
MS, Actuarial Science, Minor in Business (Specialization: Finance)
University of California, Irvine 2004 — 2006
BA, Economics
Duff & Phelps January 2015 - Present
Duff & Phelps June 2013 - January 2015
Steve Pomerantz LLC February 2012 - February 2013
Professional Pension Services December 2010 - November 2011
Tutor September 2001 - December 2010
Patak Trading Partners, LLC February 2010 - April 2010
Professional Pension Services September 2006 - July 2008
Skills
Microsoft Excel, Actuarial Science, Writing, Legal Discovery, Data Analysis, Portfolio Management, Access, Quantitative Finance, Microsoft Word, Mac OS, SAS, Economics, Financial Modeling, VBA, Alternative Investments, Statistics, Insurance, Quantitative Analytics, Financial Risk, R, Valuation, Leadership, Analysis, Forecasting, Credit Risk, Options, Capital Markets, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Corporate Finance, Trading, Derivatives, Finance
Education
University of Nebraska-Lincoln 2008 — 2010
MS, Actuarial Science, Minor in Business (Specialization: Finance)
University of California, Irvine 2004 — 2006
BA, Economics
Michael Press's Duff & Phelps Experience December 2005 - March 2009
Job President at M. R. Press Consulting, LLC
Industry Public Policy
Experience
M. R. Press Consulting, LLC May 2009 - Present
M. R. Press Consulting LLC April 2009 - Present
M. R. Press Consulting, LLC 2010 - 2012
Duff & Phelps December 2005 - March 2009
Ernst & Young 1997 - 2005
New York City 1986 - 1992
New York City 1983 - 1992
New York City 1978 - 1983
Skills
Economics, Government Relations, Tax, Incentives, Grants, Management Consulting, Negotiation, Business Strategy, Economic Development, Site Selection, Renewable Energy, Public-private..., Forecasting, Real Estate Development, Tax Credits, Policy, Public Policy, Government
Education
University at Albany, SUNY 1969 — 1975
BA, MS, Economics, Mathematics, Philosophy
PS 173; Bx Science
M. R. Press Consulting, LLC May 2009 - Present
M. R. Press Consulting LLC April 2009 - Present
M. R. Press Consulting, LLC 2010 - 2012
Duff & Phelps December 2005 - March 2009
Ernst & Young 1997 - 2005
New York City 1986 - 1992
New York City 1983 - 1992
New York City 1978 - 1983
Skills
Economics, Government Relations, Tax, Incentives, Grants, Management Consulting, Negotiation, Business Strategy, Economic Development, Site Selection, Renewable Energy, Public-private..., Forecasting, Real Estate Development, Tax Credits, Policy, Public Policy, Government
Education
University at Albany, SUNY 1969 — 1975
BA, MS, Economics, Mathematics, Philosophy
PS 173; Bx Science
Noah Feinstone, CFA Noah Feinstone, CFA's Duff & Phelps Experience August 2010 - March 2013
Job Experienced Finance Professional
Industry Investment Banking
Experience
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Invenergy LLC November 2013 - Present
Duff & Phelps August 2010 - March 2013
The McLean Group September 2009 - July 2010
Ewing Bemiss & Co. July 2008 - August 2009
National Capital Companies, LLC June 2007 - August 2007
Evergreen Investments June 2003 - June 2006
OFFITBANK June 2002 - June 2003
Bloomberg May 2001 - August 2001
First Union Securities 2000 - 2000
Skills
Investment Banking, Portfolio Management, Fixed Income, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
Tsinghua University 2008 — 2008
MBA, Exchange Student
Vanderbilt University 1999 — 2002
BA, Economics, Human and Organizational Development
Trinity College-Hartford 1998 — 1999
Sidwell Friends School 1986 — 1998
High School
Jeff Magids's Duff & Phelps Experience August 2009 - March 2011
Job Associate at Lime Rock Resources
Industry Financial Services
Experience
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
Lime Rock Resources August 2013 - Present
BMO Capital Markets April 2011 - July 2013
Duff & Phelps August 2009 - March 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, DCF, Mergers & Acquisitions, Bloomberg, Series 63, Marketing, Finance, Financial Analysis, Equities, Corporate Finance, Private Equity, Equity Research, Strategy, Legal Writing, Capital Markets, Market Research, Trading, Due Diligence, Fixed Income, Capital IQ, Portfolio Management, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Finance/Accounting, Bachelor of Business Administration
Beth Glassman's Duff & Phelps Experience September 2005 - April 2007
Job Transformational Chief Human Resources Officer
Industry Human Resources
Experience
Widener University January 2014 - Present
Brandywine Realty Trust 2007 - 2013
Duff & Phelps September 2005 - April 2007
Standard & Poor's Corporate Value Consulting September 2001 - August 2005
PricewaterhouseCoopers January 1999 - September 2001
PNC Bank January 1997 - December 1998
Skills
Performance Management, Employee Relations, Talent Acquisition, Human Resources, Talent Management, Leadership, Employment Law, Deferred Compensation, Organizational..., Coaching, Strategy, Budgets, Employee Benefits, Mergers & Acquisitions, Change Management, Strategic Planning, Leadership Development, Career Development, Team Leadership, Acquisitions, Employee Training, Succession Planning, Public Speaking, Risk Management, Downsizing, Global Operations, Organizational Design, Cross-functional Team..., Workforce Planning, Mergers, Executive Management, Legal Compliance, Recruiting, Benefits Administration, HRIS, Employee Engagement, Employee Wellness, Employee Recognition, Employer Branding, Onboarding, Branding & Identity
Education
Widener University School of Law 1992 — 1994
JD, Law
Tufts University 1985 — 1992
BA, Political Science
Lower Merion High School 1981 — 1985
High School, N/A
Widener University January 2014 - Present
Brandywine Realty Trust 2007 - 2013
Duff & Phelps September 2005 - April 2007
Standard & Poor's Corporate Value Consulting September 2001 - August 2005
PricewaterhouseCoopers January 1999 - September 2001
PNC Bank January 1997 - December 1998
Skills
Performance Management, Employee Relations, Talent Acquisition, Human Resources, Talent Management, Leadership, Employment Law, Deferred Compensation, Organizational..., Coaching, Strategy, Budgets, Employee Benefits, Mergers & Acquisitions, Change Management, Strategic Planning, Leadership Development, Career Development, Team Leadership, Acquisitions, Employee Training, Succession Planning, Public Speaking, Risk Management, Downsizing, Global Operations, Organizational Design, Cross-functional Team..., Workforce Planning, Mergers, Executive Management, Legal Compliance, Recruiting, Benefits Administration, HRIS, Employee Engagement, Employee Wellness, Employee Recognition, Employer Branding, Onboarding, Branding & Identity
Education
Widener University School of Law 1992 — 1994
JD, Law
Tufts University 1985 — 1992
BA, Political Science
Lower Merion High School 1981 — 1985
High School, N/A
Vi Nguyen's Duff & Phelps Experience 2013 - 2015
Job Lead QA Engineer / Professional Services Consultant
Industry Information Technology and Services
Experience
ThoughtWorks July 2015 - Present
Duff & Phelps 2013 - 2015
Duff & Phelps April 2011 - 2013
getaroom.com October 2009 - April 2011
One Technologies April 2009 - October 2009
Handango, Inc. January 2003 - April 2009
FedEx Corporation 1999 - 2003
Skills
Quality Assurance, Testing, Agile Methodologies, Software Quality..., Scrum, SDLC, SQL, Enterprise Software, Software Development, Business Analysis, XML, Microsoft SQL Server, Requirements Analysis, Software Project..., Web Services, .NET, TFS, Requirements Gathering, Java, SharePoint, Integration, Mobile Applications, Enterprise Architecture, Database Design, Web Applications, Visio, Business Intelligence, ASP.NET, Data Warehousing, Oracle, ETL, MySQL, JavaScript, UML, Visual Studio, Unix, C#, Databases, SOA, Agile Project Management, IIS, Cloud Computing, PL/SQL, E-commerce, Mobile Testing
Education
The University of Texas at Arlington
Bachelor of Science, Information Systems
ThoughtWorks July 2015 - Present
Duff & Phelps 2013 - 2015
Duff & Phelps April 2011 - 2013
getaroom.com October 2009 - April 2011
One Technologies April 2009 - October 2009
Handango, Inc. January 2003 - April 2009
FedEx Corporation 1999 - 2003
Skills
Quality Assurance, Testing, Agile Methodologies, Software Quality..., Scrum, SDLC, SQL, Enterprise Software, Software Development, Business Analysis, XML, Microsoft SQL Server, Requirements Analysis, Software Project..., Web Services, .NET, TFS, Requirements Gathering, Java, SharePoint, Integration, Mobile Applications, Enterprise Architecture, Database Design, Web Applications, Visio, Business Intelligence, ASP.NET, Data Warehousing, Oracle, ETL, MySQL, JavaScript, UML, Visual Studio, Unix, C#, Databases, SOA, Agile Project Management, IIS, Cloud Computing, PL/SQL, E-commerce, Mobile Testing
Education
The University of Texas at Arlington
Bachelor of Science, Information Systems
Alan Pimm's Duff & Phelps Experience May 2011 - Present
Job Vice President, Tax Technology
Industry Information Technology and Services
Experience
Duff & Phelps May 2011 - Present
Dell November 2009 - January 2012
Perot Systems Corporation February 1997 - November 2009
Texas Instruments January 1996 - February 1997
Kodak Health Imaging Systems January 1995 - December 1995
Vortech Data, Inc. January 1991 - December 1994
Skills
OO Software Development, Silverlight, Software Development, Team Leadership, SharePoint, Application Development, Agile Methodologies, SQL Server, AJAX, TFS, Microsoft SQL Server, SDLC, C#, ASP.NET, WCF, .NET, Requirements Analysis, User Interface Design, MVVM, Design Patterns, System Architecture, Application Architecture, Technical Leadership, XML, Enterprise Architecture, Integration, Web Services, Enterprise Software, Business Process, Visual Studio, Software Project..., Scrum, SOA, UML, T-SQL, WPF, IIS, Web Applications, LINQ, ASP.NET MVC
Education
The University of Texas at Dallas 1986 — 1990
B.S. Computer Science, Computer Science
The University of Texas at Arlington 1982 — 1985
Aerospace Engineering, Computer Science, Math
Duff & Phelps May 2011 - Present
Dell November 2009 - January 2012
Perot Systems Corporation February 1997 - November 2009
Texas Instruments January 1996 - February 1997
Kodak Health Imaging Systems January 1995 - December 1995
Vortech Data, Inc. January 1991 - December 1994
Skills
OO Software Development, Silverlight, Software Development, Team Leadership, SharePoint, Application Development, Agile Methodologies, SQL Server, AJAX, TFS, Microsoft SQL Server, SDLC, C#, ASP.NET, WCF, .NET, Requirements Analysis, User Interface Design, MVVM, Design Patterns, System Architecture, Application Architecture, Technical Leadership, XML, Enterprise Architecture, Integration, Web Services, Enterprise Software, Business Process, Visual Studio, Software Project..., Scrum, SOA, UML, T-SQL, WPF, IIS, Web Applications, LINQ, ASP.NET MVC
Education
The University of Texas at Dallas 1986 — 1990
B.S. Computer Science, Computer Science
The University of Texas at Arlington 1982 — 1985
Aerospace Engineering, Computer Science, Math
Sherry Cefali's Duff & Phelps Experience July 1990 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 1990 - Present
Education
University of Southern California - Marshall School of Business 1984 — 1986
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Duff & Phelps July 1990 - Present
Education
University of Southern California - Marshall School of Business 1984 — 1986
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of California, Santa Barbara 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Marc Townsend's Duff & Phelps Experience November 2013 - February 2014
Job Senior Implementation Engineer at Aurora North Software, Inc.
Industry Information Technology and Services
Experience
Aurora North Software, Inc. March 2014 - Present
Townsend Programming May 1999 - Present
Duff & Phelps November 2013 - February 2014
Burr & Forman LLP August 2003 - November 2013
EBSCO Industries October 1999 - August 2003
Skills
SharePoint, Microsoft SQL Server, Databases, VB.NET, Business Intelligence, ASP.NET, HTML, Crystal Reports, XML, IIS, Visio, Windows, ASP.NET AJAX, Visual Studio, SQL, Aderant, IntApp, SQL Server, T-SQL, .NET, SSRS, ADO.NET, LINQ, SSIS, WinForms, CSS, Entity Framework, MS Project, Redwood, Autonomy iManage
Education
University of Alabama 1993 — 1999
BS, Management Information Systems
Aurora North Software, Inc. March 2014 - Present
Townsend Programming May 1999 - Present
Duff & Phelps November 2013 - February 2014
Burr & Forman LLP August 2003 - November 2013
EBSCO Industries October 1999 - August 2003
Skills
SharePoint, Microsoft SQL Server, Databases, VB.NET, Business Intelligence, ASP.NET, HTML, Crystal Reports, XML, IIS, Visio, Windows, ASP.NET AJAX, Visual Studio, SQL, Aderant, IntApp, SQL Server, T-SQL, .NET, SSRS, ADO.NET, LINQ, SSIS, WinForms, CSS, Entity Framework, MS Project, Redwood, Autonomy iManage
Education
University of Alabama 1993 — 1999
BS, Management Information Systems
Alexis Pearson's Duff & Phelps Experience November 2007 - February 2012
Job Vice President at Peters Advisors LLC
Industry Financial Services
Experience
Peters Advisors LLC October 2011 - Present
Duff & Phelps November 2007 - February 2012
ICI Group Services March 2006 - October 2007
PFPC Inc 2004 - 2006
Skills
Transfer Pricing, Tax, International Tax, Valuation, Restructuring, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Due Diligence, Financial Analysis, Finance, Business Valuation, Private Equity, Corporate Finance, Strategy, Economics
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration, Finance
Peters Advisors LLC October 2011 - Present
Duff & Phelps November 2007 - February 2012
ICI Group Services March 2006 - October 2007
PFPC Inc 2004 - 2006
Skills
Transfer Pricing, Tax, International Tax, Valuation, Restructuring, Financial Modeling, Alternative Investments, Mergers & Acquisitions, Due Diligence, Financial Analysis, Finance, Business Valuation, Private Equity, Corporate Finance, Strategy, Economics
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration, Finance
Moshe Shalchon's Duff & Phelps Experience June 2008 - March 2011
Job Manager Valuation & Business Modeling at Ernst & Young
Industry Financial Services
Experience
Ernst & Young April 2011 - Present
Duff & Phelps June 2008 - March 2011
Trudeau & Trudeau Associates June 2007 - August 2007
2006 The Hartford Financial Services June 2006 - August 2006
Skills
Valuation, Financial Modeling, Business Valuation, Purchase Price..., Financial Analysis, Corporate Finance, DCF, Due Diligence, Private Equity, Intangible Assets, Investment Banking, Investments, Equities, Financial Reporting
Education
BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT 2006 — 2008
2008 Master of Business Administration, Finance
The University of Connecticut 2003 — 2006
Bachelor of Science, Finance
Ernst & Young April 2011 - Present
Duff & Phelps June 2008 - March 2011
Trudeau & Trudeau Associates June 2007 - August 2007
2006 The Hartford Financial Services June 2006 - August 2006
Skills
Valuation, Financial Modeling, Business Valuation, Purchase Price..., Financial Analysis, Corporate Finance, DCF, Due Diligence, Private Equity, Intangible Assets, Investment Banking, Investments, Equities, Financial Reporting
Education
BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT 2006 — 2008
2008 Master of Business Administration, Finance
The University of Connecticut 2003 — 2006
Bachelor of Science, Finance
Don Luckman, CPA's Duff & Phelps Experience 2011 - 2012
Job President at Don Luckman Consulting
Industry Accounting
Experience
Don Luckman Consulting 2009 - Present
Duff & Phelps 2011 - 2012
FTI Consulting 2005 - 2009
Kroll 2004 - 2005
American International Group 2001 - 2004
Buchbinder Tunick & Co., LLP 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance
University at Buffalo 1995 — 1999
BS, Business Administration
Don Luckman Consulting 2009 - Present
Duff & Phelps 2011 - 2012
FTI Consulting 2005 - 2009
Kroll 2004 - 2005
American International Group 2001 - 2004
Buchbinder Tunick & Co., LLP 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
MBA, Finance
University at Buffalo 1995 — 1999
BS, Business Administration
Andrew Oshman's Duff & Phelps Experience July 2011 - Present
Job Vice President, M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2011 - Present
Growth Capital Partners January 2008 - December 2010
Growth Capital Partners August 2005 - December 2007
Skills
DCF, Corporate Finance, Financial Analysis, Valuation, Business Valuation, LBO, Investment Banking, Financial Modeling, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Duff & Phelps July 2011 - Present
Growth Capital Partners January 2008 - December 2010
Growth Capital Partners August 2005 - December 2007
Skills
DCF, Corporate Finance, Financial Analysis, Valuation, Business Valuation, LBO, Investment Banking, Financial Modeling, Private Equity
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Darren Gange's Duff & Phelps Experience January 2014 - Present
Job Director, Financial Sponsors Coverage and Consumer, Retail & Restaurant M&A
Industry Investment Management
Experience
Duff & Phelps January 2014 - Present
D Cubed Group LLC 2010 - October 2012
Red Diamond Capital LP 2007 - 2010
Duff & Phelps 2004 - 2007
Stone Ridge Partners 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Private Equity, Mergers, Restructuring, LBO, Investment Banking, Financial Structuring, Corporate Development, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Due Diligence, Real Estate, Portfolio Management, Mergers & Acquisitions, Equities, Finance, Financial Analysis, Strategy, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
B.S. Finance, Finance, Accounting, and Economics
Università Commerciale 'Luigi Bocconi' 1999 — 1999
Finance, Economics and International Business
Duff & Phelps January 2014 - Present
D Cubed Group LLC 2010 - October 2012
Red Diamond Capital LP 2007 - 2010
Duff & Phelps 2004 - 2007
Stone Ridge Partners 2002 - 2004
Merrill Lynch 2000 - 2002
Skills
Private Equity, Mergers, Restructuring, LBO, Investment Banking, Financial Structuring, Corporate Development, Valuation, Financial Modeling, Alternative Investments, Corporate Finance, Due Diligence, Real Estate, Portfolio Management, Mergers & Acquisitions, Equities, Finance, Financial Analysis, Strategy, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
B.S. Finance, Finance, Accounting, and Economics
Università Commerciale 'Luigi Bocconi' 1999 — 1999
Finance, Economics and International Business
Will Petter's Duff & Phelps Experience July 2012 - Present
Job M&A Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2012 - Present
Ernst & Young 2010 - July 2012
Merrill Lynch May 2008 - August 2008
Skills
Auditing, Financial Modeling, Financial Analysis, US GAAP, SEC filings, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Sarbanes-Oxley Act, Valuation, Internal Controls, External Audit, Assurance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accountancy
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
Duff & Phelps July 2012 - Present
Ernst & Young 2010 - July 2012
Merrill Lynch May 2008 - August 2008
Skills
Auditing, Financial Modeling, Financial Analysis, US GAAP, SEC filings, Financial Reporting, GAAP, Accounting, Financial Accounting, CPA, Sarbanes-Oxley Act, Valuation, Internal Controls, External Audit, Assurance, SEC Filings
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accountancy
Tulane University - A.B. Freeman School of Business 2008 — 2009
MFIN, Master of Finance
Dean Price's Duff & Phelps Experience December 2005 - January 2014
Job Partner at Opportune LLP
Industry Oil & Energy
Experience
Opportune LLP January 2015 - Present
Opportune LLP January 2014 - December 2014
Duff & Phelps December 2005 - January 2014
Avail Consulting 2003 - 2005
Deloitte May 2001 - March 2004
KPMG 1994 - 2000
Ernst & Young 1987 - 1989
Marathon Oil Company 1981 - 1986
Skills
Financial Modeling, Mergers, Business Valuation, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Corporate Development, Divestitures, Restructuring, Investment Banking, M&A experience, Venture Capital, Financial Structuring, IPO, Acquisitions, Capital Markets, Financial Reporting
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Opportune LLP January 2015 - Present
Opportune LLP January 2014 - December 2014
Duff & Phelps December 2005 - January 2014
Avail Consulting 2003 - 2005
Deloitte May 2001 - March 2004
KPMG 1994 - 2000
Ernst & Young 1987 - 1989
Marathon Oil Company 1981 - 1986
Skills
Financial Modeling, Mergers, Business Valuation, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Corporate Development, Divestitures, Restructuring, Investment Banking, M&A experience, Venture Capital, Financial Structuring, IPO, Acquisitions, Capital Markets, Financial Reporting
Education
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Kelly LaRotonda's Duff & Phelps Experience August 2006 - May 2008
Job Associate at Redwood Capital Group
Industry Financial Services
Experience
Redwood Capital Group July 2014 - Present
FBR August 2011 - July 2014
Deloitte May 2008 - July 2011
Duff & Phelps August 2006 - May 2008
Education
University of Florida 2002 — 2006
BS, Finance
Redwood Capital Group July 2014 - Present
FBR August 2011 - July 2014
Deloitte May 2008 - July 2011
Duff & Phelps August 2006 - May 2008
Education
University of Florida 2002 — 2006
BS, Finance
Elaine (Vong) Young's Duff & Phelps Experience April 2010 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps, LLC October 2005 - March 2010
Standard & Poor's August 2002 - September 2005
Skills
Valuation, Start-ups, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2007 — 2010
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S., Business Administration
Duff & Phelps April 2010 - Present
Duff & Phelps, LLC October 2005 - March 2010
Standard & Poor's August 2002 - September 2005
Skills
Valuation, Start-ups, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2007 — 2010
MBA
University of California, Berkeley, Haas School of Business 1998 — 2002
B.S., Business Administration
Sara Payne, MAI's Duff & Phelps Experience March 2012 - June 2012
Job Real Estate Manager at Ernst & Young LLP
Industry Real Estate
Experience
Integra Realty Resources August 2013 - Present
EY April 2014 - July 2015
Integra Realty Resources June 2012 - July 2013
Duff & Phelps March 2012 - June 2012
Duff & Phelps. LLC April 2008 - March 2012
Duff & Phelps May 2006 - April 2008
AWS 2005 - 2006
Skills
Appraisal, Excel, Argus, Narrative1, Appraisals, Valuation, Financial Analysis, Financial Modeling, Real Estate
Education
The University of Texas at Austin 2001 — 2004
B.B.A., Marketing
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration, Marketing
Integra Realty Resources August 2013 - Present
EY April 2014 - July 2015
Integra Realty Resources June 2012 - July 2013
Duff & Phelps March 2012 - June 2012
Duff & Phelps. LLC April 2008 - March 2012
Duff & Phelps May 2006 - April 2008
AWS 2005 - 2006
Skills
Appraisal, Excel, Argus, Narrative1, Appraisals, Valuation, Financial Analysis, Financial Modeling, Real Estate
Education
The University of Texas at Austin 2001 — 2004
B.B.A., Marketing
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2004
Bachelor of Business Administration, Marketing
Drew Hoskins's Duff & Phelps Experience April 2012 - Present
Job Vice President at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps April 2012 - Present
Duff & Phelps April 2010 - March 2012
Duff & Phelps July 2007 - March 2010
Skills
Valuation, Appraisals, Real Estate Economics, REIT, Purchase Price..., Consulting, Seniors Housing, Healthcare Real Estate, Capital Markets, Real Estate Transactions, Real Estate Private..., Commercial Real Estate, Commercial Real Estate..., Due Diligence, Financial Modeling
Education
University of Southern California - Marshall School of Business 2003 — 2006
BS, Finance/Real Estate
The University of Texas at Austin 2001 — 2003
Duff & Phelps April 2012 - Present
Duff & Phelps April 2010 - March 2012
Duff & Phelps July 2007 - March 2010
Skills
Valuation, Appraisals, Real Estate Economics, REIT, Purchase Price..., Consulting, Seniors Housing, Healthcare Real Estate, Capital Markets, Real Estate Transactions, Real Estate Private..., Commercial Real Estate, Commercial Real Estate..., Due Diligence, Financial Modeling
Education
University of Southern California - Marshall School of Business 2003 — 2006
BS, Finance/Real Estate
The University of Texas at Austin 2001 — 2003
Jared Walls's Duff & Phelps Experience June 2006 - April 2010
Job Partner at Peters Advisors LLC (an Economics Partners company)
Industry Financial Services
Experience
Peters Advisors LLC (an Economics Partners company) February 2013 - Present
KPMG April 2010 - January 2013
Duff & Phelps June 2006 - April 2010
FTI Consulting January 2004 - June 2006
KPMG 2003 - 2004
Skills
Transfer Pricing, Intangible Property..., Tax Efficient Supply..., Restructuring, Valuation, Financial Modeling, Financial Analysis, Intangible Assets, Big 4, Economics, Cross-border..., VBA, Visual Basic, Intellectual Property..., Tax Advisory, Operational Transfer..., Business Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
Universitat d'Alacant
University of the Pacific
B.S., Finance
Peters Advisors LLC (an Economics Partners company) February 2013 - Present
KPMG April 2010 - January 2013
Duff & Phelps June 2006 - April 2010
FTI Consulting January 2004 - June 2006
KPMG 2003 - 2004
Skills
Transfer Pricing, Intangible Property..., Tax Efficient Supply..., Restructuring, Valuation, Financial Modeling, Financial Analysis, Intangible Assets, Big 4, Economics, Cross-border..., VBA, Visual Basic, Intellectual Property..., Tax Advisory, Operational Transfer..., Business Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions
Education
Universitat d'Alacant
University of the Pacific
B.S., Finance
Eduardo Roman's Duff & Phelps Experience 2006 - 2008
Job Senior Vice President at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross 2014 - Present
MSCI Inc. 2008 - 2013
Duff & Phelps 2006 - 2008
Skills
Energy Markets, Fixed Income, Interest Rate..., Equity Derivatives, Credit Derivatives, VAR, Quantitative Finance, Time Series Analysis, Multivariate Analysis, Stochastic Calculus, Linear Programming, C/C++ STL, VBA, SQL, Matlab, Mathematica, R, Linux, Unix, LaTeX, Python, Real Asset Optimization, Options, Monte Carlo Simulation, CVA, CVaR, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Financial Engineering Series
University of California, Irvine 2001 — 2006
PhD
Venezuelan Institute for Scientific Research 1999 — 2001
MSc
Stout Risius Ross 2014 - Present
MSCI Inc. 2008 - 2013
Duff & Phelps 2006 - 2008
Skills
Energy Markets, Fixed Income, Interest Rate..., Equity Derivatives, Credit Derivatives, VAR, Quantitative Finance, Time Series Analysis, Multivariate Analysis, Stochastic Calculus, Linear Programming, C/C++ STL, VBA, SQL, Matlab, Mathematica, R, Linux, Unix, LaTeX, Python, Real Asset Optimization, Options, Monte Carlo Simulation, CVA, CVaR, Equities
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Financial Engineering Series
University of California, Irvine 2001 — 2006
PhD
Venezuelan Institute for Scientific Research 1999 — 2001
MSc
Doug Schulke's Duff & Phelps Experience December 2010 - Present
Job Director at Duff & Phelps
Industry Information Technology and Services
Experience
Duff & Phelps December 2010 - Present
June Consulting Group October 2007 - December 2010
Wal-Mart Stores, Inc May 2000 - September 2007
UPS October 2003 - December 2004
Edmond Public Schools August 2002 - December 2004
Skills
Business Analysis, Program Management, Microsoft SQL Server, Project Management, SQL, Business Process..., SDLC
Education
University of Arkansas 2005 — 2007
Masters, Information Systems
University of Oklahoma 2000 — 2004
University of Central Oklahoma
Duff & Phelps December 2010 - Present
June Consulting Group October 2007 - December 2010
Wal-Mart Stores, Inc May 2000 - September 2007
UPS October 2003 - December 2004
Edmond Public Schools August 2002 - December 2004
Skills
Business Analysis, Program Management, Microsoft SQL Server, Project Management, SQL, Business Process..., SDLC
Education
University of Arkansas 2005 — 2007
Masters, Information Systems
University of Oklahoma 2000 — 2004
University of Central Oklahoma
Patrick Moulder's Duff & Phelps Experience July 2011 - December 2011
Job Vice President at CREO Capital Partners
Industry Food & Beverages
Experience
CREO Capital Partners September 2013 - Present
CREO Capital Partners December 2011 - August 2013
Duff & Phelps July 2011 - December 2011
Duff & Phelps December 2010 - July 2011
Deloitte & Touche September 2009 - November 2010
Ameren May 2008 - July 2009
Deloitte Tax January 2007 - April 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA
The University of Kansas
CREO Capital Partners September 2013 - Present
CREO Capital Partners December 2011 - August 2013
Duff & Phelps July 2011 - December 2011
Duff & Phelps December 2010 - July 2011
Deloitte & Touche September 2009 - November 2010
Ameren May 2008 - July 2009
Deloitte Tax January 2007 - April 2007
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA
The University of Kansas
Louisa Galbo's Duff & Phelps Experience January 1998 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 1998 - Present
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Duff & Phelps January 1998 - Present
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Ruben Parrilla's Duff & Phelps Experience May 2011 - September 2014
Job Software Developer at Think Finance
Industry Computer Software
Experience
Think Finance September 2014 - Present
Duff & Phelps May 2011 - September 2014
Lehigh Hanson May 2008 - May 2011
Hanson 2007 - 2009
Compuware September 2007 - April 2008
kristina Internet Business Solutions - Azertia November 2001 - May 2003
ActivoBank - Banco Sabadell May 2001 - October 2001
Ibersecurities May 2000 - April 2001
Garal Sistemas, C.A. April 1999 - February 2000
Skills
WCF, SQL Server, WPF, C#, Application Development, Silverlight, Software Development, XML, SQL, .NET, JavaScript, ASP.NET, LINQ, SOA, Agile, Windows, ADO.NET, Web Services, Visual Studio, Programming, Microsoft SQL Server, Agile Methodologies, Entity Framework, Integration, MVVM
Education
Instituto Universitario de Nuevas Profesiones 1994 — 1998
Bachelor Degree with a major in Computer Information Systems, Software Engineer
Universidad Metropolitana (VE) 1991 — 1994
Systems Engineer
Bolivar y Garibaldi
Think Finance September 2014 - Present
Duff & Phelps May 2011 - September 2014
Lehigh Hanson May 2008 - May 2011
Hanson 2007 - 2009
Compuware September 2007 - April 2008
kristina Internet Business Solutions - Azertia November 2001 - May 2003
ActivoBank - Banco Sabadell May 2001 - October 2001
Ibersecurities May 2000 - April 2001
Garal Sistemas, C.A. April 1999 - February 2000
Skills
WCF, SQL Server, WPF, C#, Application Development, Silverlight, Software Development, XML, SQL, .NET, JavaScript, ASP.NET, LINQ, SOA, Agile, Windows, ADO.NET, Web Services, Visual Studio, Programming, Microsoft SQL Server, Agile Methodologies, Entity Framework, Integration, MVVM
Education
Instituto Universitario de Nuevas Profesiones 1994 — 1998
Bachelor Degree with a major in Computer Information Systems, Software Engineer
Universidad Metropolitana (VE) 1991 — 1994
Systems Engineer
Bolivar y Garibaldi
Jeff Randall's Duff & Phelps Experience 1999 - 2001
Job Vice President, Asset Management at Pebblebrook Hotel Trust
Industry Real Estate
Experience
Pebblebrook Hotel Trust December 2010 - Present
Black Creek Group January 2008 - December 2010
A.G. Edwards & Sons, Inc. August 2004 - November 2007
JMP Securities, LLC January 2002 - June 2004
Deloitte & Touche LLP 2001 - 2001
Duff & Phelps 1999 - 2001
Arthur Andersen 1989 - 1992
Education
University of Southern California 1996 — 1998
MBA, Finance
University of Colorado Boulder 1985 — 1989
BS, Accounting, Economics
Pebblebrook Hotel Trust December 2010 - Present
Black Creek Group January 2008 - December 2010
A.G. Edwards & Sons, Inc. August 2004 - November 2007
JMP Securities, LLC January 2002 - June 2004
Deloitte & Touche LLP 2001 - 2001
Duff & Phelps 1999 - 2001
Arthur Andersen 1989 - 1992
Education
University of Southern California 1996 — 1998
MBA, Finance
University of Colorado Boulder 1985 — 1989
BS, Accounting, Economics
Galina Karas's Duff & Phelps Experience 2000 - 2001
Job Project Manager at BondEdge Solutions, LLC a division of Interactive Data
Industry Financial Services
Experience
BondEdge Solutions, LLC. 2011 - Present
BondEdge Solutions, LLC 2008 - 2011
Interactive Data 2005 - 2007
Interactive Data Corporation Fixed Income Analytics November 2002 - 2004
Duff & Phelps 2000 - 2001
Skills
Project Management, Agile Project Management, Project Planning, Project Coordination, Microsoft Project, Strategic Planning, Software Project..., Program Management, Cross-functional Team..., Software Development, Team Leadership, Agile Methodologies, TFS, Fixed Income, Scrum, Bloomberg, Financial Modeling, Financial Markets, Equities, Capital Markets, Bonds, Structured Products, Market Data, Structured Finance, Project+, Process Improvement, Team Building
Education
University of California, Los Angeles 2013 — 2015
Project Management Program
University of California, Berkeley
BA, Economics
BondEdge Solutions, LLC. 2011 - Present
BondEdge Solutions, LLC 2008 - 2011
Interactive Data 2005 - 2007
Interactive Data Corporation Fixed Income Analytics November 2002 - 2004
Duff & Phelps 2000 - 2001
Skills
Project Management, Agile Project Management, Project Planning, Project Coordination, Microsoft Project, Strategic Planning, Software Project..., Program Management, Cross-functional Team..., Software Development, Team Leadership, Agile Methodologies, TFS, Fixed Income, Scrum, Bloomberg, Financial Modeling, Financial Markets, Equities, Capital Markets, Bonds, Structured Products, Market Data, Structured Finance, Project+, Process Improvement, Team Building
Education
University of California, Los Angeles 2013 — 2015
Project Management Program
University of California, Berkeley
BA, Economics
Janine Salyards's Duff & Phelps Experience March 2007 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps March 2007 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers October 1997 - September 2001
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Corporate Finance, Mergers, Capital Markets, Financial Analysis, Equity Valuation, Equities, Venture Capital, Mergers & Acquisitions, DCF, Financial Structuring, Divestitures, M&A experience, Finance
Education
University of California, Berkeley 1993 — 1997
MBA, Finance, General
University of California, Hastings College of the Law 1993 — 1997
JD, Taxation
University of Pennsylvania - The Wharton School 1988 — 1990
BS, Economics, Accounting
Wakefield High 1982 — 1986
Duff & Phelps March 2007 - Present
Standard & Poor's September 2001 - September 2005
PricewaterhouseCoopers October 1997 - September 2001
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Corporate Finance, Mergers, Capital Markets, Financial Analysis, Equity Valuation, Equities, Venture Capital, Mergers & Acquisitions, DCF, Financial Structuring, Divestitures, M&A experience, Finance
Education
University of California, Berkeley 1993 — 1997
MBA, Finance, General
University of California, Hastings College of the Law 1993 — 1997
JD, Taxation
University of Pennsylvania - The Wharton School 1988 — 1990
BS, Economics, Accounting
Wakefield High 1982 — 1986
Freek (Frake) van de Braak's Duff & Phelps Experience 2004 - 2006
Job Strategic Finance Expert
Industry Computer Software
Experience
Oracle 2015 - Present
Peet's Coffee & Tea 2013 - 2014
Safeway 2006 - 2013
Duff & Phelps 2004 - 2006
Amersham Corporation 2003 - 2004
Deloitte 2000 - 2003
KBC Bank 1996 - 2000
Skills
Business Strategy, Financial Analysis, Mergers, Strategic Planning, Financial Modeling, Business Analysis, Valuation, Forecasting, Corporate Finance, Budgeting, Restructuring, Pricing, Essbase, Cross-functional Team..., Income Statement, Competitive Analysis, Budget, Financial Reporting, Process Improvement, Managerial Finance, Analysis, Finance, Financial Forecasting, Management, Mergers & Acquisitions, P&L, Financial Planning, Budgets
Education
University of Amsterdam
Bachelor's degree, Business/Managerial Economics
University of Amsterdam
Master of Business Administration (MBA), Business/Managerial Economics
Oracle 2015 - Present
Peet's Coffee & Tea 2013 - 2014
Safeway 2006 - 2013
Duff & Phelps 2004 - 2006
Amersham Corporation 2003 - 2004
Deloitte 2000 - 2003
KBC Bank 1996 - 2000
Skills
Business Strategy, Financial Analysis, Mergers, Strategic Planning, Financial Modeling, Business Analysis, Valuation, Forecasting, Corporate Finance, Budgeting, Restructuring, Pricing, Essbase, Cross-functional Team..., Income Statement, Competitive Analysis, Budget, Financial Reporting, Process Improvement, Managerial Finance, Analysis, Finance, Financial Forecasting, Management, Mergers & Acquisitions, P&L, Financial Planning, Budgets
Education
University of Amsterdam
Bachelor's degree, Business/Managerial Economics
University of Amsterdam
Master of Business Administration (MBA), Business/Managerial Economics
Lijun (Maggie) Tian's Duff & Phelps Experience June 2007 - July 2008
Job back to NJ at NJ
Industry Financial Services
Experience
In NJ January 2013 - Present
Relocating to Singapore July 2012 - January 2013
Grant Thornton LLP January 2010 - June 2012
Duff & Phelps June 2007 - July 2008
Ernst & Young LLP July 2006 - June 2007
Skills
Transfer Pricing, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Risk Management, Accounting, Economics, Financial Reporting, Data Analysis, Portfolio Management, Tax, Business Strategy, Financial Accounting, Credit Risk
Education
University of California, Los Angeles 2000 — 2006
PhD, Economics
School of Management, Fudan University 1986 — 1990
B.A, International Business
In NJ January 2013 - Present
Relocating to Singapore July 2012 - January 2013
Grant Thornton LLP January 2010 - June 2012
Duff & Phelps June 2007 - July 2008
Ernst & Young LLP July 2006 - June 2007
Skills
Transfer Pricing, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Risk Management, Accounting, Economics, Financial Reporting, Data Analysis, Portfolio Management, Tax, Business Strategy, Financial Accounting, Credit Risk
Education
University of California, Los Angeles 2000 — 2006
PhD, Economics
School of Management, Fudan University 1986 — 1990
B.A, International Business
Dan Carlson, MAI's Duff & Phelps Experience June 2007 - Present
Job Director, Real Estate Services Group at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps June 2007 - Present
Larsen Baker January 2006 - May 2006
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
University of Arizona 2002 — 2006
B.S., Regional Development
Duff & Phelps June 2007 - Present
Larsen Baker January 2006 - May 2006
Education
University of Florida - Warrington College of Business Administration 2006 — 2007
University of Arizona 2002 — 2006
B.S., Regional Development
Dennis Chao's Duff & Phelps Experience July 2007 - March 2014
Job Associate Director of Budgeting and Analysis at KIPP LA Schools
Industry Financial Services
Experience
KIPP LA Schools March 2014 - Present
Duff & Phelps July 2007 - March 2014
UCLA Networked & Embedded Systems Laboratory (NESL) April 2005 - December 2005
Skills
Financial Modeling, Valuation, Analysis, Auditing, Financial Reporting, Corporate Finance, Financial Analysis, Due Diligence, Accounting
Education
University of California, Los Angeles 2003 — 2007
BS, Mechanical Engineering
Bangkok Patana School 1991 — 2003
International Baccalaureate, Physics, Chemistry, Mathematics
KIPP LA Schools March 2014 - Present
Duff & Phelps July 2007 - March 2014
UCLA Networked & Embedded Systems Laboratory (NESL) April 2005 - December 2005
Skills
Financial Modeling, Valuation, Analysis, Auditing, Financial Reporting, Corporate Finance, Financial Analysis, Due Diligence, Accounting
Education
University of California, Los Angeles 2003 — 2007
BS, Mechanical Engineering
Bangkok Patana School 1991 — 2003
International Baccalaureate, Physics, Chemistry, Mathematics
Rima Doshi Parikh's Duff & Phelps Experience March 2013 - June 2014
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Citi August 2014 - Present
Duff & Phelps March 2013 - June 2014
AVM LP/III Associates January 2012 - October 2012
Lyster Watson & Company December 1996 - December 2011
PaineWebber 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Due Diligence, Fund Structuring, Operational Risk, Operations Research, Fund Administration, Fund Accounting, Financial Structuring, Investor Relations, Operational Due..., Trading, Investment Banking
Education
Trinity College-Hartford 1992 — 1996
BS, Chemistry
Citi August 2014 - Present
Duff & Phelps March 2013 - June 2014
AVM LP/III Associates January 2012 - October 2012
Lyster Watson & Company December 1996 - December 2011
PaineWebber 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Due Diligence, Fund Structuring, Operational Risk, Operations Research, Fund Administration, Fund Accounting, Financial Structuring, Investor Relations, Operational Due..., Trading, Investment Banking
Education
Trinity College-Hartford 1992 — 1996
BS, Chemistry
Whitney Stevenson's Duff & Phelps Experience March 2010 - August 2011
Job Equity Research at JMP Securities
Industry Financial Services
Experience
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
JMP Securities April 2012 - Present
Needham & Company August 2011 - April 2012
Duff & Phelps March 2010 - August 2011
CB Richard Ellis January 2009 - March 2010
Skills
Writing, Equity Valuation, Financial Modeling, Equities, Equity Research, Valuation, Economics, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Investments, Asset Managment, Series 7, Portfolio Management, Financial Analysis, DCF, Financial Statement..., Alternative Investments, Capital IQ, Equestrian
Education
University of California, Davis 2004 — 2008
BS, Economics
Dionne Miller's Duff & Phelps Experience 2000 - 2001
Job Managing Director, Loan Capital Markets
Industry Capital Markets
Experience
Wintrust Financial Corporation April 2011 - Present
GE Capital 2004 - April 2011
Bank of Montreal 2001 - 2004
Duff & Phelps 2000 - 2001
LaSalle Bank 1998 - 2000
Skills
Finance, Credit, Loans, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Credit Analysis, Due Diligence, Valuation
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BA, Finance
Wintrust Financial Corporation April 2011 - Present
GE Capital 2004 - April 2011
Bank of Montreal 2001 - 2004
Duff & Phelps 2000 - 2001
LaSalle Bank 1998 - 2000
Skills
Finance, Credit, Loans, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Credit Analysis, Due Diligence, Valuation
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
BA, Finance
Michael Tebbe's Duff & Phelps Experience March 2006 - Present
Job Vice President, Information Services Library
Industry Financial Services
Experience
Duff & Phelps March 2006 - Present
Duff & Phelps, LLC 2006 - Present
Latham & Watkins May 2005 - March 2006
Municipal Court Kansas City, MO March 2001 - June 2003
Skills
Information Management, Research, Legal Research, Corporate Finance, Library, Factiva, Westlaw, Management, Electronic Resources, Intellectual Property, Collection Development, Mergers & Acquisitions, Valuation, Bloomberg, Training, Financial Modeling, Private Equity
Education
Blue Valley
Dominican UniversityRiver
Master, Library and Information Science
Kansas State
Bachelor of Arts, Psychology
The University of Kansas
Juris Doctor
Duff & Phelps March 2006 - Present
Duff & Phelps, LLC 2006 - Present
Latham & Watkins May 2005 - March 2006
Municipal Court Kansas City, MO March 2001 - June 2003
Skills
Information Management, Research, Legal Research, Corporate Finance, Library, Factiva, Westlaw, Management, Electronic Resources, Intellectual Property, Collection Development, Mergers & Acquisitions, Valuation, Bloomberg, Training, Financial Modeling, Private Equity
Education
Blue Valley
Dominican UniversityRiver
Master, Library and Information Science
Kansas State
Bachelor of Arts, Psychology
The University of Kansas
Juris Doctor
Dennis Deegear's Duff & Phelps Experience October 2007 - Present
Job Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps October 2007 - Present
Capitol Appraisal Group, Inc. November 1981 - October 2007
Skills
Valuation, Due Diligence, Property Tax, Financial Modeling, Mergers, Financial Analysis, Business Valuation, Tax, Business Analysis, Real Estate, Sarbanes-Oxley Act, Real Estate Economics, Appraisals, Litigation Support, Corporate Finance, Negotiation, Asset Management, Private Equity, DCF, Mergers & Acquisitions, Commercial Real Estate, Real Estate Development, SEC filings, Real Estate Transactions, Management Consulting, Market Analysis, Leases, Investments, Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1973 — 1975
Master of Public Affairs, Public Affairs
Trinity University 1968 — 1972
B.A., History
Duff & Phelps October 2007 - Present
Capitol Appraisal Group, Inc. November 1981 - October 2007
Skills
Valuation, Due Diligence, Property Tax, Financial Modeling, Mergers, Financial Analysis, Business Valuation, Tax, Business Analysis, Real Estate, Sarbanes-Oxley Act, Real Estate Economics, Appraisals, Litigation Support, Corporate Finance, Negotiation, Asset Management, Private Equity, DCF, Mergers & Acquisitions, Commercial Real Estate, Real Estate Development, SEC filings, Real Estate Transactions, Management Consulting, Market Analysis, Leases, Investments, Analysis
Education
The University of Texas at Austin - The LBJ School of Public Affairs 1973 — 1975
Master of Public Affairs, Public Affairs
Trinity University 1968 — 1972
B.A., History
Megan Matza's Duff & Phelps Experience March 2004 - May 2012
Job Realtor at Moreland Properties
Industry Real Estate
Experience
Moreland Properties May 2012 - Present
Duff & Phelps March 2004 - May 2012
Education
The University of Texas at Austin 1997 — 2011
Bachelor of Business Administration (BBA), Finance, General
Moreland Properties May 2012 - Present
Duff & Phelps March 2004 - May 2012
Education
The University of Texas at Austin 1997 — 2011
Bachelor of Business Administration (BBA), Finance, General
Paolo Josca's Duff & Phelps Experience 2011 - 2013
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon 2013 - Present
Duff & Phelps 2011 - 2013
Dynamic Credit Partners 2009 - 2011
RBS Greenwich Capital 2005 - 2008
Banca Intesa (formerly Banca Commerciale Italiana / BCI) 2000 - 2005
Banca Commerciale Italiana 1997 - 2000
Banca Commerciale Italiana 1995 - 1997
Education
Tulane University - A.B. Freeman School of Business 1993 — 1995
MBA, International Finance
Tufts University 1989 — 1993
B.A., Economics
BNY Mellon 2013 - Present
Duff & Phelps 2011 - 2013
Dynamic Credit Partners 2009 - 2011
RBS Greenwich Capital 2005 - 2008
Banca Intesa (formerly Banca Commerciale Italiana / BCI) 2000 - 2005
Banca Commerciale Italiana 1997 - 2000
Banca Commerciale Italiana 1995 - 1997
Education
Tulane University - A.B. Freeman School of Business 1993 — 1995
MBA, International Finance
Tufts University 1989 — 1993
B.A., Economics
Jane Schoonhoven's Duff & Phelps Experience June 2012 - April 2014
Job Executive Assistant at Renaissance Dallas Hotel
Industry Hospitality
Experience
Renaissance Dallas Hotel February 2015 - Present
CAbi - Carol Anderson by invitation October 2014 - Present
EagleRidge Energy, LLC June 2014 - Present
Duff & Phelps June 2012 - April 2014
RAM Energy April 2006 - October 2011
RAM Energy Resources, Inc. April 2006 - October 2011
Marriott International 1984 - 2005
Marriott International 1984 - 2005
Skills
Microsoft Office, Accounts Payable, Accounting, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Account Reconciliation, Outlook, Process Scheduler, Budgets, Event Planning, Data Entry, Financial Analysis, Employee Relations, Social Networking, Nonprofits, Word, Excel, Financial Reporting, General Ledger, Accounts Receivable, Training, Project Management, Hospitality, Management, Team Leadership, Auditing, Event Management, Team Building, Administrative..., Leadership, Customer Satisfaction, Business Planning, Process Improvement, Change Management, Marketing, Contract Negotiation, Administrative Support, OGSYS, Fashion, Cosmetics
Education
The University of Texas at Austin 1980 — 1984
B.S. Arts, English, Advertising, Art
University of the Ozarks 1980 — 1981
Renaissance Dallas Hotel February 2015 - Present
CAbi - Carol Anderson by invitation October 2014 - Present
EagleRidge Energy, LLC June 2014 - Present
Duff & Phelps June 2012 - April 2014
RAM Energy April 2006 - October 2011
RAM Energy Resources, Inc. April 2006 - October 2011
Marriott International 1984 - 2005
Marriott International 1984 - 2005
Skills
Microsoft Office, Accounts Payable, Accounting, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Account Reconciliation, Outlook, Process Scheduler, Budgets, Event Planning, Data Entry, Financial Analysis, Employee Relations, Social Networking, Nonprofits, Word, Excel, Financial Reporting, General Ledger, Accounts Receivable, Training, Project Management, Hospitality, Management, Team Leadership, Auditing, Event Management, Team Building, Administrative..., Leadership, Customer Satisfaction, Business Planning, Process Improvement, Change Management, Marketing, Contract Negotiation, Administrative Support, OGSYS, Fashion, Cosmetics
Education
The University of Texas at Austin 1980 — 1984
B.S. Arts, English, Advertising, Art
University of the Ozarks 1980 — 1981
Jeremy Hamblen, CVA's Duff & Phelps Experience December 2007 - October 2013
Job Manager Planning at Targa Resources
Industry Financial Services
Experience
Targa Resources October 2013 - Present
Duff & Phelps December 2007 - October 2013
Ace Hardware August 2006 - December 2007
Mercer Human Resource Consulting 2005 - 2006
PPD 2004 - 2005
Skills
Business Valuation, Intellectual Property, Licensing, Licensing Strategy, Advisory Work, Finance, Finance Consulting, Accounting, Valuation, Enterprise Valuation, Financial Modeling, Litigation Consulting, Intellectual Property..., Strategy, Patents, Mergers & Acquisitions, Corporate Finance, Litigation Support, Due Diligence, Private Equity, Business Development, Venture Capital, Planning Budgeting &..., Forecasting, IT Management, Programming, VBA, Managerial Finance, Competitive Analysis, Royalties, Financial Analysis, DCF, Contract Negotiation, Equity Valuation, Forensic Accounting, Investments, Economics
Education
The University of Texas at Austin 1999 — 2004
BBA, Finance
Targa Resources October 2013 - Present
Duff & Phelps December 2007 - October 2013
Ace Hardware August 2006 - December 2007
Mercer Human Resource Consulting 2005 - 2006
PPD 2004 - 2005
Skills
Business Valuation, Intellectual Property, Licensing, Licensing Strategy, Advisory Work, Finance, Finance Consulting, Accounting, Valuation, Enterprise Valuation, Financial Modeling, Litigation Consulting, Intellectual Property..., Strategy, Patents, Mergers & Acquisitions, Corporate Finance, Litigation Support, Due Diligence, Private Equity, Business Development, Venture Capital, Planning Budgeting &..., Forecasting, IT Management, Programming, VBA, Managerial Finance, Competitive Analysis, Royalties, Financial Analysis, DCF, Contract Negotiation, Equity Valuation, Forensic Accounting, Investments, Economics
Education
The University of Texas at Austin 1999 — 2004
BBA, Finance
Brandon Lloyd's Duff & Phelps Experience March 2013 - September 2014
Job Director at ASQ Consulting LLC
Industry Legal Services
Experience
ASQ Consulting LLC October 2014 - Present
Duff & Phelps March 2013 - September 2014
Duff & Phelps March 2011 - February 2013
Duff & Phelps August 2008 - February 2011
Lumin Expert Group 2007 - 2009
Deloitte Financial Advisory Services LLP 2005 - 2007
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, Patent Litigation, Financial Reporting, Accounting, Corporate Finance, Finance, Investments
Education
The University of Texas at Austin 2001 — 2005
BBA, Finance
ASQ Consulting LLC October 2014 - Present
Duff & Phelps March 2013 - September 2014
Duff & Phelps March 2011 - February 2013
Duff & Phelps August 2008 - February 2011
Lumin Expert Group 2007 - 2009
Deloitte Financial Advisory Services LLP 2005 - 2007
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, Patent Litigation, Financial Reporting, Accounting, Corporate Finance, Finance, Investments
Education
The University of Texas at Austin 2001 — 2005
BBA, Finance
Michael Tsai's Duff & Phelps Experience January 2011 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps January 2011 - Present
The Guardian Life Insurance Company of America - Investments July 2010 - September 2010
Skills
Matlab, Excel VBA, SAS, Financial Modeling, Bloomberg, Data Analysis, Quantitative Finance, Statistics, Quantitative Analytics, Valuation, Economics, Monte Carlo Simulation, Analysis, VBA
Education
UCLA Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2005 — 2009
Bachelors, Management Science, Mathematics
Duff & Phelps January 2011 - Present
The Guardian Life Insurance Company of America - Investments July 2010 - September 2010
Skills
Matlab, Excel VBA, SAS, Financial Modeling, Bloomberg, Data Analysis, Quantitative Finance, Statistics, Quantitative Analytics, Valuation, Economics, Monte Carlo Simulation, Analysis, VBA
Education
UCLA Anderson School of Management 2010 — 2010
Masters, Financial Engineering
University of California, San Diego 2005 — 2009
Bachelors, Management Science, Mathematics
Ezra Eichorn, CPA's Duff & Phelps Experience February 2015 - Present
Job Transaction Advisory Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps February 2015 - Present
McGladrey July 2014 - February 2015
PricewaterhouseCoopers January 2012 - July 2014
Doubletree Hotel June 2009 - September 2009
Skills
Payroll Taxes, QuickBooks, Accounting, Financial Audits, Microsoft Excel, Internal Controls, Assurance
Education
Touro College 2006 — 2011
· B.S, Accounting (CPA Eligible); Minor: Finance
Duff & Phelps February 2015 - Present
McGladrey July 2014 - February 2015
PricewaterhouseCoopers January 2012 - July 2014
Doubletree Hotel June 2009 - September 2009
Skills
Payroll Taxes, QuickBooks, Accounting, Financial Audits, Microsoft Excel, Internal Controls, Assurance
Education
Touro College 2006 — 2011
· B.S, Accounting (CPA Eligible); Minor: Finance
Rohit Subramaniam's Duff & Phelps Experience January 2012 - November 2013
Job Transaction Advisory Services at McGladrey
Industry Financial Services
Experience
McGladrey December 2013 - Present
Duff & Phelps January 2012 - November 2013
Ernst & Young September 2010 - January 2012
Skills
Due Diligence, Finance, Accounting, Analysis, Financial Reporting, Assurance, US GAAP, GAAP, Financial Accounting, External Audit, Big 4, Strategy, Financial Analysis, Auditing, Financial Modeling, CPA
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accounting
University of Kansas 2005 — 2009
BS, Accounting
McGladrey December 2013 - Present
Duff & Phelps January 2012 - November 2013
Ernst & Young September 2010 - January 2012
Skills
Due Diligence, Finance, Accounting, Analysis, Financial Reporting, Assurance, US GAAP, GAAP, Financial Accounting, External Audit, Big 4, Strategy, Financial Analysis, Auditing, Financial Modeling, CPA
Education
University of Southern California - Marshall School of Business 2009 — 2010
Masters, Accounting
University of Kansas 2005 — 2009
BS, Accounting
Adam Greenbaum's Duff & Phelps Experience July 2011 - Present
Job Vice President at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2011 - Present
Growth Capital Partners, L.P. October 2005 - July 2011
Sage Partners Ltd. September 2004 - October 2005
Clements, O'Neill, Pierce, Wilson & Fulkerson, L.L.P. November 2002 - September 2004
Education
The University of Texas at Austin 1998 — 2002
BBA, Business Honors and Finance
Duff & Phelps July 2011 - Present
Growth Capital Partners, L.P. October 2005 - July 2011
Sage Partners Ltd. September 2004 - October 2005
Clements, O'Neill, Pierce, Wilson & Fulkerson, L.L.P. November 2002 - September 2004
Education
The University of Texas at Austin 1998 — 2002
BBA, Business Honors and Finance
Michael Hertz's Duff & Phelps Experience 2006 - 2008
Job Vice President at LBC Credit Partners, Inc.
Industry Financial Services
Experience
LBC Credit Partners, Inc. June 2008 - Present
Duff & Phelps 2006 - 2008
Skills
Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2006
BS, Finance
Rutgers Prep
LBC Credit Partners, Inc. June 2008 - Present
Duff & Phelps 2006 - 2008
Skills
Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2006
BS, Finance
Rutgers Prep
Kate Lattner's Duff & Phelps Experience January 2010 - Present
Job Vice President at Duff & Phelps
Industry Accounting
Experience
Duff & Phelps January 2010 - Present
Kinetic Partners January 2010 - December 2014
PwC September 2007 - December 2009
Skills
Forensic Accounting, Financial Analysis, Financial Services, Hedge Funds, Investments, Fraud, Financial Modeling, Financial Reporting, Valuation, Due Diligence, Auditing
Education
University of Colorado Boulder 2002 — 2007
BS/MS, Accounting
Duff & Phelps January 2010 - Present
Kinetic Partners January 2010 - December 2014
PwC September 2007 - December 2009
Skills
Forensic Accounting, Financial Analysis, Financial Services, Hedge Funds, Investments, Fraud, Financial Modeling, Financial Reporting, Valuation, Due Diligence, Auditing
Education
University of Colorado Boulder 2002 — 2007
BS/MS, Accounting
Chris Newman's Duff & Phelps Experience September 2014 - Present
Job Managing Director at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps September 2014 - Present
Ernst & Young January 2008 - September 2014
Skills
Transfer Pricing, International Tax, Tax, Tax Law, Corporate Tax, Big 4, Indirect Taxation, Cross-border..., Accounting, Due Diligence, Management
Education
University of California, Davis - Graduate School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Accounting
University of California, Davis 1986 — 1989
Bachelor of Arts (BA), International Relations
Duff & Phelps September 2014 - Present
Ernst & Young January 2008 - September 2014
Skills
Transfer Pricing, International Tax, Tax, Tax Law, Corporate Tax, Big 4, Indirect Taxation, Cross-border..., Accounting, Due Diligence, Management
Education
University of California, Davis - Graduate School of Management 1992 — 1994
Master of Business Administration (MBA), Finance and Accounting
University of California, Davis 1986 — 1989
Bachelor of Arts (BA), International Relations
Jeannine Regalia, CPA's Duff & Phelps Experience July 2008 - August 2010
Job Financial Planning & Analysis at Airbnb
Industry Internet
Experience
Airbnb December 2014 - Present
Airbnb February 2013 - Present
CBS Interactive August 2010 - February 2013
Duff & Phelps July 2008 - August 2010
Skills
Valuation, Analysis, Financial Modeling, Budgeting, Strategic Planning, Online Advertising, CPA Candidate, Budgets, CPA, Hospitality Finance
Education
University of California, Berkeley 2010 — 2014
Professional Certificate, Accounting and Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
Airbnb December 2014 - Present
Airbnb February 2013 - Present
CBS Interactive August 2010 - February 2013
Duff & Phelps July 2008 - August 2010
Skills
Valuation, Analysis, Financial Modeling, Budgeting, Strategic Planning, Online Advertising, CPA Candidate, Budgets, CPA, Hospitality Finance
Education
University of California, Berkeley 2010 — 2014
Professional Certificate, Accounting and Finance
University of California, Berkeley 2004 — 2008
B.A., Economics
Rebecca Winstead's Duff & Phelps Experience August 2012 - October 2014
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company November 2014 - Present
Duff & Phelps August 2012 - October 2014
Vista Point Advisors August 2011 - December 2011
KPMG June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Moelis & Company November 2014 - Present
Duff & Phelps August 2012 - October 2014
Vista Point Advisors August 2011 - December 2011
KPMG June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bashir Nakhuda, CFA's Duff & Phelps Experience June 2011 - Present
Job Vice President, Valuation Advisory Services
Industry Financial Services
Experience
Duff & Phelps June 2011 - Present
Schultz Collins Lawson Chambers March 2008 - May 2011
GreenPoint Mortgage April 2006 - October 2007
Skills
Asset Allocation, Valuation, Financial Modeling, Equities, Mergers, Mergers & Acquisitions, Portfolio Management
Education
University of California, Berkeley
PEIS, Economics, Political Science
tamalpais high
Duff & Phelps June 2011 - Present
Schultz Collins Lawson Chambers March 2008 - May 2011
GreenPoint Mortgage April 2006 - October 2007
Skills
Asset Allocation, Valuation, Financial Modeling, Equities, Mergers, Mergers & Acquisitions, Portfolio Management
Education
University of California, Berkeley
PEIS, Economics, Political Science
tamalpais high
Matthew Stariha's Duff & Phelps Experience January 2015 - Present
Job Senior Associate, Valuation Services at Duff & Phelps
Industry Venture Capital & Private Equity
Experience
Duff & Phelps January 2015 - Present
Duff & Phelps March 2013 - January 2015
Duff & Phelps January 2012 - February 2013
Brighton Jones June 2011 - December 2011
Skills
Financial Modeling, Valuation, Argus Modeling, Commercial Real Estate, DCF Valuation, Microsoft Excel, Asset Allocation, Investments, Market Research, Analysis, Due Diligence
Education
University of Arizona 2007 — 2011
Bachelor of Science in Business Administration, Cum Laude and Honors, Finance
Eller College of Management
Bachelor of Science, Business Administration; Finance
Duff & Phelps January 2015 - Present
Duff & Phelps March 2013 - January 2015
Duff & Phelps January 2012 - February 2013
Brighton Jones June 2011 - December 2011
Skills
Financial Modeling, Valuation, Argus Modeling, Commercial Real Estate, DCF Valuation, Microsoft Excel, Asset Allocation, Investments, Market Research, Analysis, Due Diligence
Education
University of Arizona 2007 — 2011
Bachelor of Science in Business Administration, Cum Laude and Honors, Finance
Eller College of Management
Bachelor of Science, Business Administration; Finance
Sandy Wimsatt's Duff & Phelps Experience 1991 - 1996
Job Equity Analyst at Ford Equity Research
Industry Financial Services
Experience
Ford Equity Research September 2014 - Present
aAd Capital 2007 - 2009
Families of Spinal Muscular Atrophy 1997 - 2007
Duff & Phelps 1991 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor's degree, Finance
Ford Equity Research September 2014 - Present
aAd Capital 2007 - 2009
Families of Spinal Muscular Atrophy 1997 - 2007
Duff & Phelps 1991 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor's degree, Finance
Cary Stanford's Duff & Phelps Experience February 2005 - September 2006
Job Managing Director at Morgan Joseph TriArtisan
Industry Investment Banking
Experience
Morgan Joseph TriArtisan LLC March 2009 - Present
SHBA LLC December 2006 - March 2009
Duff & Phelps February 2005 - September 2006
SRA LLC April 2002 - January 2005
Houlihan Lokey November 1988 - September 1997
Education
Carmel High School
UCLA Anderson School of Management
MBA, Finance
University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology
Morgan Joseph TriArtisan LLC March 2009 - Present
SHBA LLC December 2006 - March 2009
Duff & Phelps February 2005 - September 2006
SRA LLC April 2002 - January 2005
Houlihan Lokey November 1988 - September 1997
Education
Carmel High School
UCLA Anderson School of Management
MBA, Finance
University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology
Mandy Antono's Duff & Phelps Experience February 2012 - August 2015
Job Tax Adviser at Shell Oil Company with Expertise in Property Tax Valuation
Industry Financial Services
Experience
Shell August 2015 - Present
Duff & Phelps February 2012 - August 2015
Thomson Reuters October 2008 - February 2012
Samsung Austin Semiconductor January 2005 - October 2008
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Science (B.S.), Chemical Engineering
Shell August 2015 - Present
Duff & Phelps February 2012 - August 2015
Thomson Reuters October 2008 - February 2012
Samsung Austin Semiconductor January 2005 - October 2008
Education
The University of Texas at Austin 2001 — 2004
Bachelor of Science (B.S.), Chemical Engineering
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