Duff & Phelps, LLC
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, NY 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, LLC Employees
Employee
Years
Job
Industry
Kelly Bryant Kelly Bryant's Duff & Phelps, LLC Experience October 2007 - February 2012
Job Director, Business Development at Paladina Health
Industry Hospital & Health Care
Experience
Paladina Health July 2014 - Present
Paladina Health March 2013 - June 2014
Paladina Health, a subsidiary of DaVita February 2012 - March 2013
Duff & Phelps, LLC October 2007 - February 2012
Duff & Phelps, LLC February 2006 - October 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Management, Commercial Real Estate, Due Diligence, Real Estate, Data Analysis, Real Estate Economics, Argus, Excel, DCF, Market Research, Analysis, Microsoft Excel, Investment Properties, Finance, Strategic Planning, Leadership, Business Development, Consulting, Microsoft Office, CoStar Group Database, Research, Real Estate Investment, Real Estate Finance, Mergers & Acquisitions, Healthcare Analytics, Purchase Price..., Corporate Website..., Marketing Strategy, Business Strategy
Education
University of Wisconsin-Madison - School of Business
BBA, Double Major: Real Estate and Urban Land Economics; Management
Copenhagen Business School
Business Managment, Leadership, and Entreprenuership
The Appraisal Institute
KAHR Real Estate Services
Microsoft Excel for Real Estate Professionals
DaVita HealthCare Partners Wisdom Program
Organizational Leadership
The Leadership Investment
Organizational Leadership
Paladina Health July 2014 - Present
Paladina Health March 2013 - June 2014
Paladina Health, a subsidiary of DaVita February 2012 - March 2013
Duff & Phelps, LLC October 2007 - February 2012
Duff & Phelps, LLC February 2006 - October 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Management, Commercial Real Estate, Due Diligence, Real Estate, Data Analysis, Real Estate Economics, Argus, Excel, DCF, Market Research, Analysis, Microsoft Excel, Investment Properties, Finance, Strategic Planning, Leadership, Business Development, Consulting, Microsoft Office, CoStar Group Database, Research, Real Estate Investment, Real Estate Finance, Mergers & Acquisitions, Healthcare Analytics, Purchase Price..., Corporate Website..., Marketing Strategy, Business Strategy
Education
University of Wisconsin-Madison - School of Business
BBA, Double Major: Real Estate and Urban Land Economics; Management
Copenhagen Business School
Business Managment, Leadership, and Entreprenuership
The Appraisal Institute
KAHR Real Estate Services
Microsoft Excel for Real Estate Professionals
DaVita HealthCare Partners Wisdom Program
Organizational Leadership
The Leadership Investment
Organizational Leadership
Glen Kernick Glen Kernick's Duff & Phelps, LLC Experience 2005 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers July 1997 - September 2001
Skills
Valuation, Private Equity, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Finance, Investment Banking, Venture Capital, Strategy, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
University of California, San Diego 1988 — 1992
BA, Economics
Duff & Phelps, LLC 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers July 1997 - September 2001
Skills
Valuation, Private Equity, Financial Modeling, Business Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Finance, Investment Banking, Venture Capital, Strategy, Capital Markets
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
Master of Business Administration (M.B.A.)
University of California, San Diego 1988 — 1992
BA, Economics
Chris Gregory Chris Gregory's Duff & Phelps, LLC Experience July 2005 - Present
Job Managing Director at Duff & Phelps | Fairness Opinions | Solvency Opinions | Corporate Board Advisory
Industry Investment Banking
Experience
Duff & Phelps, LLC July 2005 - Present
Huron Consulting Group, LLC June 2003 - June 2005
CITGO Petroleum 2001 - 2003
Nalco Exxon Energy Chemicals, L.P. 1999 - 2000
UOP 1995 - 1999
Skills
Fairness Opinions, Solvency, Management Consulting, Financial Modeling, Equity Valuation, Corporate Finance, Valuation, Business Valuation, Corporate Development, Due Diligence, Strategy, Private Equity, Mergers & Acquisitions, Investment Banking, Divestitures, M&A experience, Capital Markets, Risk Management, Acquisition Integration, Mergers, Leveraged Finance, Derivatives, Financial Analysis, Venture Capital, Business Strategy
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1991 — 1995
B.S., Chemical Engineering
Duff & Phelps, LLC July 2005 - Present
Huron Consulting Group, LLC June 2003 - June 2005
CITGO Petroleum 2001 - 2003
Nalco Exxon Energy Chemicals, L.P. 1999 - 2000
UOP 1995 - 1999
Skills
Fairness Opinions, Solvency, Management Consulting, Financial Modeling, Equity Valuation, Corporate Finance, Valuation, Business Valuation, Corporate Development, Due Diligence, Strategy, Private Equity, Mergers & Acquisitions, Investment Banking, Divestitures, M&A experience, Capital Markets, Risk Management, Acquisition Integration, Mergers, Leveraged Finance, Derivatives, Financial Analysis, Venture Capital, Business Strategy
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1991 — 1995
B.S., Chemical Engineering
Meegan Lally Spicer Meegan Lally Spicer's Duff & Phelps, LLC Experience November 2007 - Present
Job Director, Tax Services Business Incentives Advisory providing expertise in the negotiation of economic incentives
Industry Financial Services
Experience
Duff & Phelps LLC November 2007 - Present
Squire, Sanders & Dempsey L.L.P. August 2004 - October 2007
Ernst & Young LLP December 1998 - July 2004
Ohio Department of Development, Governor's Regional Office March 1997 - December 1998
Governor's Office of Criminal Justice Services March 1995 - March 1997
Skills
Economic Development, Analysis, Tax Advisory, Tax Credits, Grants, Negotiation, Economic Development..., Tax Increment Financing, Public/private..., Site Selections, Government Incentives
Education
Cleveland State University - Cleveland-Marshall College of Law 1990 — 1993
J.D.
Bowling Green State University 1986 — 1990
B.S.
Magnificat High School 1982 — 1986
Duff & Phelps LLC November 2007 - Present
Squire, Sanders & Dempsey L.L.P. August 2004 - October 2007
Ernst & Young LLP December 1998 - July 2004
Ohio Department of Development, Governor's Regional Office March 1997 - December 1998
Governor's Office of Criminal Justice Services March 1995 - March 1997
Skills
Economic Development, Analysis, Tax Advisory, Tax Credits, Grants, Negotiation, Economic Development..., Tax Increment Financing, Public/private..., Site Selections, Government Incentives
Education
Cleveland State University - Cleveland-Marshall College of Law 1990 — 1993
J.D.
Bowling Green State University 1986 — 1990
B.S.
Magnificat High School 1982 — 1986
Megan Alpert Bordes Megan Alpert Bordes's Duff & Phelps, LLC Experience August 2007 - August 2009
Job Manager at North ShoreLIJ Health System
Industry Computer Software
Experience
North Shore-LIJ Health System September 2015 - Present
Thomson Reuters August 2009 - July 2015
Duff & Phelps, LLC August 2007 - August 2009
Thomson Tax & Accounting (formerly CrossBorder Solutions) October 2002 - August 2007
Skills
Product Management, Transfer Pricing, Software Product..., Competitive Analysis, Strategy, SaaS, Market Research, Economics, Financial Modeling, Business Strategy, Start-ups, Business Analysis, Financial Analysis, Business Development, Enterprise Software, Agile Methodologies, Product Strategy, Strategic Planning, Data Analysis, Management, Cross-functional Team..., Business Valuation, Tax, Entrepreneurship, Accounting, Operational Transfer..., Due Diligence, Valuation, Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Global Business
University of Michigan 1997 — 2002
B.S., Mathematics and Economics
North Shore-LIJ Health System September 2015 - Present
Thomson Reuters August 2009 - July 2015
Duff & Phelps, LLC August 2007 - August 2009
Thomson Tax & Accounting (formerly CrossBorder Solutions) October 2002 - August 2007
Skills
Product Management, Transfer Pricing, Software Product..., Competitive Analysis, Strategy, SaaS, Market Research, Economics, Financial Modeling, Business Strategy, Start-ups, Business Analysis, Financial Analysis, Business Development, Enterprise Software, Agile Methodologies, Product Strategy, Strategic Planning, Data Analysis, Management, Cross-functional Team..., Business Valuation, Tax, Entrepreneurship, Accounting, Operational Transfer..., Due Diligence, Valuation, Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
Master of Business Administration (M.B.A.), Accounting and Global Business
University of Michigan 1997 — 2002
B.S., Mathematics and Economics
Tara (Clarke) Puri Tara (Clarke) Puri's Duff & Phelps, LLC Experience September 2002 - January 2004
Job Platform Strategy & Execution, Private Bank Americas at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Credit Suisse February 2012 - October 2014
Credit Suisse March 2011 - February 2012
Credit Suisse August 2004 - March 2011
Marsh & McLennan Companies, Inc. January 2004 - August 2004
Duff & Phelps, LLC September 2002 - January 2004
Arthur Andersen LLP September 1999 - June 2002
Skills
Business Management, Business Valuation, Portfolio Valuation, Global Business..., Consulting, Client Service, COO, Leadership Management, Expense Control, Headcount Management, Financial Management, Relationship Development, Advisory, Financial Analysis, Cost Allocation, Budget Tracking, Budget Analysis, Process Improvement, Intellectual Property..., Enterprise Valuation, Private Equity, Venture Capital, Policy Writing, Commercial Real Estate..., Public Speaking, LBO, Mezzanine, Cross-functional Team..., Staff Supervision
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BS, FINANCE
Universidad de Salamanca 1997 — 1997
Spanish summer study abroad program
Instituto Cervantes New York
Intermediate and advanced Spanish coursework
Credit Suisse October 2014 - Present
Credit Suisse February 2012 - October 2014
Credit Suisse March 2011 - February 2012
Credit Suisse August 2004 - March 2011
Marsh & McLennan Companies, Inc. January 2004 - August 2004
Duff & Phelps, LLC September 2002 - January 2004
Arthur Andersen LLP September 1999 - June 2002
Skills
Business Management, Business Valuation, Portfolio Valuation, Global Business..., Consulting, Client Service, COO, Leadership Management, Expense Control, Headcount Management, Financial Management, Relationship Development, Advisory, Financial Analysis, Cost Allocation, Budget Tracking, Budget Analysis, Process Improvement, Intellectual Property..., Enterprise Valuation, Private Equity, Venture Capital, Policy Writing, Commercial Real Estate..., Public Speaking, LBO, Mezzanine, Cross-functional Team..., Staff Supervision
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BS, FINANCE
Universidad de Salamanca 1997 — 1997
Spanish summer study abroad program
Instituto Cervantes New York
Intermediate and advanced Spanish coursework
Jeff Hoffman's Duff & Phelps, LLC Experience July 2006 - June 2007
Job Development Associate at Trammell Crow Residential
Industry Real Estate
Experience
Trammell Crow Residential January 2014 - Present
Denver Urban Renewal Authority November 2011 - December 2013
Rockwood Capital July 2007 - January 2011
Duff & Phelps, LLC July 2006 - June 2007
Bovis Lend Lease, LLC May 2004 - June 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Real Estate Development, Construction Management, Underwriting, Acquisitions, Asset Managment
Education
Northwestern University 2000 — 2004
BS, Majored in Civil Engineering, Minored in Economics
Trammell Crow Residential January 2014 - Present
Denver Urban Renewal Authority November 2011 - December 2013
Rockwood Capital July 2007 - January 2011
Duff & Phelps, LLC July 2006 - June 2007
Bovis Lend Lease, LLC May 2004 - June 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Real Estate Development, Construction Management, Underwriting, Acquisitions, Asset Managment
Education
Northwestern University 2000 — 2004
BS, Majored in Civil Engineering, Minored in Economics
Howard Lau Howard Lau's Duff & Phelps, LLC Experience 2005 - 2010
Job Principal at Corporate Diligence Specialists
Industry Computer Software
Experience
Corporate Diligence Specialists 2015 - Present
Boardwalktech, Inc. 2014 - 2015
Cisco Systems 2010 - 2013
Duff & Phelps, LLC 2005 - 2010
Hemming Morse, Inc. 2002 - 2005
Arthur Andersen & Co. 1999 - 2002
Harb, Levy & Weiland LLP 1997 - 1999
Barclays 1996 - 1997
Skills
Financial Modeling, SEC filings, Financial Analysis, Valuation, Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Private Equity, Business Valuation, Accounting, Revenue Recognition, US GAAP, Internal Controls, Mergers, GAAP, M&A experience, Auditing, Corporate Finance, Financial Accounting, Tax
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor of Arts (BA), Economics
Corporate Diligence Specialists 2015 - Present
Boardwalktech, Inc. 2014 - 2015
Cisco Systems 2010 - 2013
Duff & Phelps, LLC 2005 - 2010
Hemming Morse, Inc. 2002 - 2005
Arthur Andersen & Co. 1999 - 2002
Harb, Levy & Weiland LLP 1997 - 1999
Barclays 1996 - 1997
Skills
Financial Modeling, SEC filings, Financial Analysis, Valuation, Financial Reporting, Due Diligence, Sarbanes-Oxley Act, Private Equity, Business Valuation, Accounting, Revenue Recognition, US GAAP, Internal Controls, Mergers, GAAP, M&A experience, Auditing, Corporate Finance, Financial Accounting, Tax
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor of Arts (BA), Economics
Melissa Perez's Duff & Phelps, LLC Experience 2006 - 2011
Job Corporate Controller at AssetAvenue.com #fintech
Industry Real Estate
Experience
Wedgewood Enterprise Corp January 2012 - May 2014
HMC Assets, LLC December 2011 - May 2014
Duff & Phelps, LLC 2006 - 2011
Chanin Capital Partners 2004 - 2006
Platinum Equity 2003 - 2004
LA Fitness 2002 - 2003
Skills
Financial Modeling, Finance, Strategic Planning, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Investments, Cash Flow, Negotiation, Forecasting, Financial Accounting, Budgets, Accounting, Auditing, GAAP, Portfolio Management, Banking, Payroll, Private Equity, Sarbanes-Oxley Act, Start-ups, Accounts Receivable, Accounts Payable, General Ledger, Entrepreneurship
Education
University of California, Santa Barbara
Bachelor's Degree, Business Management, Emphasis: Corporate Communications
UCLA Extension 2004 — 2005
Accounting and Finance
Wedgewood Enterprise Corp January 2012 - May 2014
HMC Assets, LLC December 2011 - May 2014
Duff & Phelps, LLC 2006 - 2011
Chanin Capital Partners 2004 - 2006
Platinum Equity 2003 - 2004
LA Fitness 2002 - 2003
Skills
Financial Modeling, Finance, Strategic Planning, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Investments, Cash Flow, Negotiation, Forecasting, Financial Accounting, Budgets, Accounting, Auditing, GAAP, Portfolio Management, Banking, Payroll, Private Equity, Sarbanes-Oxley Act, Start-ups, Accounts Receivable, Accounts Payable, General Ledger, Entrepreneurship
Education
University of California, Santa Barbara
Bachelor's Degree, Business Management, Emphasis: Corporate Communications
UCLA Extension 2004 — 2005
Accounting and Finance
Tony Schum Tony Schum's Duff & Phelps, LLC Experience December 2011 - Present
Job Vice President at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps LLC December 2011 - Present
Austin Chamber of Commerce May 2004 - November 2011
Education
HPHS
Texas State University
University of Nevada-Las Vegas
Duff & Phelps LLC December 2011 - Present
Austin Chamber of Commerce May 2004 - November 2011
Education
HPHS
Texas State University
University of Nevada-Las Vegas
Kathryn Tronsberg Macciocca's Duff & Phelps, LLC Experience April 2006 - Present
Job Financial services professional specializing in tax benefits and incentives for environmental & PC investments
Industry Oil & Energy
Experience
Duff & Phelps, LLC April 2006 - Present
Deloitte 1997 - 2006
Skills
Valuation, Tax, Energy, Due Diligence, Finance, Business Valuation, Mergers & Acquisitions, Financial Modeling, Analysis, Financial Analysis, Corporate Finance, Property Tax, Investments, Restructuring, Financial Structuring, Sarbanes-Oxley Act, Negotiation, Risk Management, Project Finance, Strategic Planning, Financial Reporting, Private Equity, Environmental Science
Education
Drexel University 1994 — 1998
MS, Environmental Science, Engineering, & Public Policy
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1988
MBA, Concentration: Finance
University of Pennsylvania 1980 — 1984
BA, Psychology
Duff & Phelps, LLC April 2006 - Present
Deloitte 1997 - 2006
Skills
Valuation, Tax, Energy, Due Diligence, Finance, Business Valuation, Mergers & Acquisitions, Financial Modeling, Analysis, Financial Analysis, Corporate Finance, Property Tax, Investments, Restructuring, Financial Structuring, Sarbanes-Oxley Act, Negotiation, Risk Management, Project Finance, Strategic Planning, Financial Reporting, Private Equity, Environmental Science
Education
Drexel University 1994 — 1998
MS, Environmental Science, Engineering, & Public Policy
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1988
MBA, Concentration: Finance
University of Pennsylvania 1980 — 1984
BA, Psychology
Jason Easterly, MAI, MRICS's Duff & Phelps, LLC Experience January 2010 - Present
Job Director, Duff & Phelps, LLC
Industry Real Estate
Experience
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Duff & Phelps, LLC January 2010 - Present
Houlihan Lokey August 2007 - December 2009
Duff & Phelps October 2005 - August 2007
Standard & Poor's Corporate Value Consulting May 2005 - October 2005
Skills
Real Estate, Valuation, Appraisals, Financial Reporting, Argus Modeling, Real Estate Advisory..., Lease Accounting, Purchase Price..., Leases, Due Diligence, Portfolio Management, Financial Modeling, Real Estate Economics
Education
Texas A&M University - Mays Business School 2003 — 2004
Master of Land Economics & Real Estate, Real Estate Finance & Valuation
Texas A&M University 1998 — 2002
B.S., Agricultural Development
Brian Flanner, CPA Brian Flanner, CPA's Duff & Phelps, LLC Experience February 2007 - June 2010
Job Retired
Industry Education Management
Experience
Home February 2014 - Present
Nevada State Public Charter School Authority September 2012 - January 2014
Washoe County School District February 2012 - June 2012
20/20 Tax Solutions October 2010 - February 2012
Duff & Phelps, LLC February 2007 - June 2010
Joseph C. Sansone Company June 2004 - August 2006
PricewaterhouseCoopers, LLC May 1998 - May 2004
Tenth Frame Products August 1996 - May 1998
Columbia 300 1986 - 1996
Coopers & Lybrand 1983 - 1984
Skills
Strategic Planning, Financial Analysis, Accounting, Tax, Budgets, Financial Modeling, Business Development, Process Improvement, Management, Business Analysis, Leadership, Strategy, Start-ups, Competitive Analysis, Data Analysis, CRM, Valuation, Sales, Consulting, Forecasting, Marketing, Finance, Account Management, Analysis, Management Consulting, Business Planning, Operations Management, Business Strategy, Financial Reporting, Managerial Finance, Corporate Finance, Business Valuation
Education
The University of Texas at Arlington 1980 — 1983
BBA, Accounting
Home February 2014 - Present
Nevada State Public Charter School Authority September 2012 - January 2014
Washoe County School District February 2012 - June 2012
20/20 Tax Solutions October 2010 - February 2012
Duff & Phelps, LLC February 2007 - June 2010
Joseph C. Sansone Company June 2004 - August 2006
PricewaterhouseCoopers, LLC May 1998 - May 2004
Tenth Frame Products August 1996 - May 1998
Columbia 300 1986 - 1996
Coopers & Lybrand 1983 - 1984
Skills
Strategic Planning, Financial Analysis, Accounting, Tax, Budgets, Financial Modeling, Business Development, Process Improvement, Management, Business Analysis, Leadership, Strategy, Start-ups, Competitive Analysis, Data Analysis, CRM, Valuation, Sales, Consulting, Forecasting, Marketing, Finance, Account Management, Analysis, Management Consulting, Business Planning, Operations Management, Business Strategy, Financial Reporting, Managerial Finance, Corporate Finance, Business Valuation
Education
The University of Texas at Arlington 1980 — 1983
BBA, Accounting
Kate Stephens's Duff & Phelps, LLC Experience 2000 - 2003
Job
Industry Real Estate
Experience
BHHS KoenigRubloff Realty Group April 2012 - Present
Hyatt Hotels Corporation May 2010 - February 2012
Sara Lee Corporation April 2008 - April 2010
Sara Lee Corporation September 2005 - March 2008
Duff & Phelps, LLC 2000 - 2003
Skills
Competitive Analysis, Cross-functional Team..., Strategy, Product Innovation, Forecasting, Customer Insight, Product Development, Market Research, Pricing, Marketing Management, Competitive Intelligence, Product Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Marketing Management/Strategic Management
Georgetown University 1995 — 1999
BS, Marketing/Finance
BHHS KoenigRubloff Realty Group April 2012 - Present
Hyatt Hotels Corporation May 2010 - February 2012
Sara Lee Corporation April 2008 - April 2010
Sara Lee Corporation September 2005 - March 2008
Duff & Phelps, LLC 2000 - 2003
Skills
Competitive Analysis, Cross-functional Team..., Strategy, Product Innovation, Forecasting, Customer Insight, Product Development, Market Research, Pricing, Marketing Management, Competitive Intelligence, Product Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Marketing Management/Strategic Management
Georgetown University 1995 — 1999
BS, Marketing/Finance
Edward Ballard Edward Ballard's Duff & Phelps, LLC Experience March 2007 - February 2009
Job Analyst/Executive Assistant
Industry Financial Services
Experience
Royal Bank of Canada 2009 - 2011
DUFF & PHELPS, LLC March 2007 - February 2009
Forrest Solutions Group August 2006 - March 2007
Skills
Budgets, Microsoft Excel, PowerPoint, Public Speaking, Sales, Software Documentation
Education
Stony Brook University
BA, Humanities, Media
Royal Bank of Canada 2009 - 2011
DUFF & PHELPS, LLC March 2007 - February 2009
Forrest Solutions Group August 2006 - March 2007
Skills
Budgets, Microsoft Excel, PowerPoint, Public Speaking, Sales, Software Documentation
Education
Stony Brook University
BA, Humanities, Media
Ryan Babiak, CPA's Duff & Phelps, LLC Experience September 2007 - February 2010
Job Senior Manager at WithumSmith+Brown
Industry Financial Services
Experience
WithumSmith+Brown March 2014 - Present
Walsh & Borresen March 2010 - March 2014
Duff & Phelps, LLC September 2007 - February 2010
Sziklay Boressen LLC September 2007 - November 2008
Skills
Tax, Income Tax, FIN 48, Tax Preparation, International Tax..., Personal Income Tax..., Corporate Tax, Tax Accounting, Tax Advisory, State Tax Planning, State Tax, Accounting, FAS109, ASC 740, Subpart F, CFCs
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Masters of Accountancy, Taxation
Ramapo College of New Jersey 2003 — 2007
BS, Accounting
WithumSmith+Brown March 2014 - Present
Walsh & Borresen March 2010 - March 2014
Duff & Phelps, LLC September 2007 - February 2010
Sziklay Boressen LLC September 2007 - November 2008
Skills
Tax, Income Tax, FIN 48, Tax Preparation, International Tax..., Personal Income Tax..., Corporate Tax, Tax Accounting, Tax Advisory, State Tax Planning, State Tax, Accounting, FAS109, ASC 740, Subpart F, CFCs
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Masters of Accountancy, Taxation
Ramapo College of New Jersey 2003 — 2007
BS, Accounting
Courtney Hudson's Duff & Phelps, LLC Experience March 2001 - February 2007
Job Creator. Innovator. Brand Specialist. Graphic Design Expert.
Industry Graphic Design
Experience
Lorenne Marketing & Design June 2013 - Present
Schneider National August 2014 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2012 - June 2013
Kirkland & Ellis February 2007 - July 2012
Duff & Phelps, LLC March 2001 - February 2007
Skills
Marketing, Marketing Strategy, Graphic Design, Brand Development, Presentation Design, Corporate Identity..., Marketing Communications, Strategy, Business Development, Management, Leadership, Marketing Management, Strategic Planning, Business Strategy, Advertising, Editing/Proofreading, Email Marketing, Event Management, Newsletters, Digital Media, Online Marketing, Social Media Marketing, Social Media, Market Research, Competitive Analysis, Public Relations, CRM, Mergers & Acquisitions, Corporate Law, Nonprofits, Entrepreneurship, Editing
Education
Northwestern University
B.S., English and Journalism
Northwestern University - Kellogg School of Management
M.B.A. (pending), Marketing Management, Managerial Economics and International Business
Lorenne Marketing & Design June 2013 - Present
Schneider National August 2014 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2012 - June 2013
Kirkland & Ellis February 2007 - July 2012
Duff & Phelps, LLC March 2001 - February 2007
Skills
Marketing, Marketing Strategy, Graphic Design, Brand Development, Presentation Design, Corporate Identity..., Marketing Communications, Strategy, Business Development, Management, Leadership, Marketing Management, Strategic Planning, Business Strategy, Advertising, Editing/Proofreading, Email Marketing, Event Management, Newsletters, Digital Media, Online Marketing, Social Media Marketing, Social Media, Market Research, Competitive Analysis, Public Relations, CRM, Mergers & Acquisitions, Corporate Law, Nonprofits, Entrepreneurship, Editing
Education
Northwestern University
B.S., English and Journalism
Northwestern University - Kellogg School of Management
M.B.A. (pending), Marketing Management, Managerial Economics and International Business
Brent Glova Brent Glova's Duff & Phelps, LLC Experience August 2005 - December 2008
Job Manager at Vantage Point Advisors, Inc.
Industry Financial Services
Experience
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Vantage Point Advisors, Inc. June 2013 - Present
Cabrillo Advisors, LLC February 2011 - June 2013
Federal Realty Investment Trust December 2008 - November 2010
Duff & Phelps, LLC August 2005 - December 2008
Skills
Mergers, Valuation, Business Valuation, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers
Education
Penn State University
Finance, Real Estate Finance
Alan Leung Alan Leung's Duff & Phelps, LLC Experience 2007 - 2010
Job Product at Outpace Systems, Inc.
Industry Management Consulting
Experience
Outpace Systems, Inc. 2014 - Present
McKinsey & Company 2011 - 2014
Visa Inc. 2010 - 2011
Duff & Phelps, LLC 2007 - 2010
JPMorgan 2001 - 2001
Skills
Financial Modeling, Strategy, Management Consulting, Market Research, Business Strategy
Education
Massachusetts Institute of Technology
Ph.D., Mathematics
University of Cambridge
B.A., Engineering
Outpace Systems, Inc. 2014 - Present
McKinsey & Company 2011 - 2014
Visa Inc. 2010 - 2011
Duff & Phelps, LLC 2007 - 2010
JPMorgan 2001 - 2001
Skills
Financial Modeling, Strategy, Management Consulting, Market Research, Business Strategy
Education
Massachusetts Institute of Technology
Ph.D., Mathematics
University of Cambridge
B.A., Engineering
Christopher McShea Christopher McShea's Duff & Phelps, LLC Experience July 2008 - May 2010
Job Manager, FP&A at American Midstream, LLC
Industry Hospital & Health Care
Experience
American Midstream, LLC October 2014 - Present
Healthgrades July 2013 - May 2014
PwC June 2011 - June 2013
Duff & Phelps LLC July 2008 - May 2010
DePaul University - Finance Department August 2007 - July 2008
UBS Securities, LLC. October 2006 - February 2007
ABN AMRO July 2002 - October 2006
FactSet Research Systems 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Accounting, Business Valuation, Valuation, Corporate Finance, Financial Reporting, Mergers, Financial Management, Mergers & Acquisitions, Capital Markets, Auditing, SEC filings, Finance, Forecasting, Management Consulting, Management, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
M.S., Accountancy
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Strategy/Valuation
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Mgt Information Systems
American Midstream, LLC October 2014 - Present
Healthgrades July 2013 - May 2014
PwC June 2011 - June 2013
Duff & Phelps LLC July 2008 - May 2010
DePaul University - Finance Department August 2007 - July 2008
UBS Securities, LLC. October 2006 - February 2007
ABN AMRO July 2002 - October 2006
FactSet Research Systems 2000 - 2002
Skills
Financial Modeling, Financial Analysis, Accounting, Business Valuation, Valuation, Corporate Finance, Financial Reporting, Mergers, Financial Management, Mergers & Acquisitions, Capital Markets, Auditing, SEC filings, Finance, Forecasting, Management Consulting, Management, Managerial Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
M.S., Accountancy
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Strategy/Valuation
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Mgt Information Systems
Kimberly Hogan's Duff & Phelps, LLC Experience June 2005 - June 2010
Job Hospitality & Real Estate Transaction Services at EY
Industry Hospitality
Experience
EY September 2014 - Present
Loews Hotels October 2012 - August 2014
CWCapital August 2012 - October 2012
Sunstone Hotel Investors June 2011 - August 2011
Duff & Phelps LLC June 2005 - June 2010
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, DCF, Corporate Finance, Capital Markets, Private Equity, Purchase Price..., Argus Modeling, Asset Management, Investment Properties
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors of Science, School of Business, Finance
EY September 2014 - Present
Loews Hotels October 2012 - August 2014
CWCapital August 2012 - October 2012
Sunstone Hotel Investors June 2011 - August 2011
Duff & Phelps LLC June 2005 - June 2010
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, DCF, Corporate Finance, Capital Markets, Private Equity, Purchase Price..., Argus Modeling, Asset Management, Investment Properties
Education
Georgetown University - The McDonough School of Business 2010 — 2012
MBA
University of Illinois at Urbana-Champaign 2001 — 2005
Bachelors of Science, School of Business, Finance
Brett Purintun Brett Purintun's Duff & Phelps, LLC Experience November 2011 - Present
Job Vice President at Duff & Phelps, LLC
Industry Investment Banking
Experience
Duff & Phelps, LLC November 2011 - Present
Deloitte & Touche LLP August 2009 - November 2011
Deloitte & Touche LLP January 2008 - March 2008
McGladrey & Pullen LLP January 2007 - April 2007
Skills
Auditing, Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, US GAAP, Corporate Finance, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
B.S., Finance
University of Illinois at Urbana-Champaign 2004 — 2009
B.S., Accounting
Duff & Phelps, LLC November 2011 - Present
Deloitte & Touche LLP August 2009 - November 2011
Deloitte & Touche LLP January 2008 - March 2008
McGladrey & Pullen LLP January 2007 - April 2007
Skills
Auditing, Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, US GAAP, Corporate Finance, Finance
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2009
B.S., Finance
University of Illinois at Urbana-Champaign 2004 — 2009
B.S., Accounting
Jonathan Pearl's Duff & Phelps, LLC Experience 2006 - 2007
Job Managing Director The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group September 2015 - Present
Golub Capital June 2007 - September 2015
Duff & Phelps, LLC 2006 - 2007
Duff & Phelps / Standard & Poor's 2002 - 2007
Skills
Private Equity, Corporate Finance, Capital Markets, LBO, Leveraged Finance, Mergers & Acquisitions
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science (BS), Finance, General
Irvine High
The Carlyle Group September 2015 - Present
Golub Capital June 2007 - September 2015
Duff & Phelps, LLC 2006 - 2007
Duff & Phelps / Standard & Poor's 2002 - 2007
Skills
Private Equity, Corporate Finance, Capital Markets, LBO, Leveraged Finance, Mergers & Acquisitions
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Science (BS), Finance, General
Irvine High
Marie Macrone's Duff & Phelps, LLC Experience January 2008 - January 2012
Job Global Procurement
Industry Information Services
Experience
ADP January 2014 - Present
State of NJ, Borough of Bergenfield May 2013 - January 2014
Duff & Phelps, LLC January 2008 - January 2012
Toys “R” Us, Inc January 2004 - December 2008
Nancy Ciavaglia, CPA January 1999 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Training, Procurement, Management, Analysis, Vendor Management, Negotiation, Purchasing, Data Entry, Logistics, Troubleshooting, Retail, Access, Technical Support, Ariba, Team Building
Education
William Paterson University of New Jersey 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology
Rutgers, The State University of New Jersey-New Brunswick
QPA, Government
Seton Hall University
ADP January 2014 - Present
State of NJ, Borough of Bergenfield May 2013 - January 2014
Duff & Phelps, LLC January 2008 - January 2012
Toys “R” Us, Inc January 2004 - December 2008
Nancy Ciavaglia, CPA January 1999 - January 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Training, Procurement, Management, Analysis, Vendor Management, Negotiation, Purchasing, Data Entry, Logistics, Troubleshooting, Retail, Access, Technical Support, Ariba, Team Building
Education
William Paterson University of New Jersey 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Psychology
Rutgers, The State University of New Jersey-New Brunswick
QPA, Government
Seton Hall University
Kevin Knight Kevin Knight's Duff & Phelps, LLC Experience June 2004 - July 2008
Job Vice President at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
GE Capital August 2013 - December 2014
GE Capital August 2012 - July 2013
GE Energy July 2010 - July 2012
Cornell University - S.C. Johnson Graduate School of Management August 2008 - May 2010
General Electric June 2009 - August 2009
Duff & Phelps, LLC June 2004 - July 2008
Westinghouse Electric Company September 2002 - May 2004
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Columbia University in the City of New York 2006 — 2008
MS, Environmental Engineering
University of Notre Dame 1998 — 2002
BS, Mechanical Engineering
GE Capital January 2015 - Present
GE Capital August 2013 - December 2014
GE Capital August 2012 - July 2013
GE Energy July 2010 - July 2012
Cornell University - S.C. Johnson Graduate School of Management August 2008 - May 2010
General Electric June 2009 - August 2009
Duff & Phelps, LLC June 2004 - July 2008
Westinghouse Electric Company September 2002 - May 2004
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Columbia University in the City of New York 2006 — 2008
MS, Environmental Engineering
University of Notre Dame 1998 — 2002
BS, Mechanical Engineering
Eric Fairman's Duff & Phelps, LLC Experience July 2007 - December 2011
Job Finance Director at Stock Building Supply
Industry Building Materials
Experience
Stock Building Supply January 2014 - Present
Stock Building Supply January 2012 - January 2014
Duff & Phelps, LLC July 2007 - December 2011
Skills
Company Valuation, Financial Analysis, Financial Modeling, Project Finance, Budgets, Forecasting, Mergers & Acquisitions, Financial Operations, Valuation, Private Equity, Business Valuation, Alternative Investments, Equity Valuation, Investments, Portfolio Management, Finance, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
Gettysburg College 1998 — 2002
BA, Management, Economics
Radnor High School 1994 — 2002
High School
Stock Building Supply January 2014 - Present
Stock Building Supply January 2012 - January 2014
Duff & Phelps, LLC July 2007 - December 2011
Skills
Company Valuation, Financial Analysis, Financial Modeling, Project Finance, Budgets, Forecasting, Mergers & Acquisitions, Financial Operations, Valuation, Private Equity, Business Valuation, Alternative Investments, Equity Valuation, Investments, Portfolio Management, Finance, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Corporate Finance
Gettysburg College 1998 — 2002
BA, Management, Economics
Radnor High School 1994 — 2002
High School
Marc Hansberger Marc Hansberger's Duff & Phelps, LLC Experience January 2004 - October 2006
Job Senior Vice President at Argent Trust Company
Industry Investment Banking
Experience
Argent Financial Group, Inc. June 2014 - Present
KPMG Corporate Finance, LLC October 2006 - June 2014
Duff & Phelps, LLC January 2004 - October 2006
Valuemetrics 1995 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Emory University 1988 — 1992
Argent Financial Group, Inc. June 2014 - Present
KPMG Corporate Finance, LLC October 2006 - June 2014
Duff & Phelps, LLC January 2004 - October 2006
Valuemetrics 1995 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Business Valuation, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Emory University 1988 — 1992
Joe Pimbley Joe Pimbley's Duff & Phelps, LLC Experience June 2008 - March 2010
Job Principal at Maxwell Consulting
Industry Financial Services
Experience
LOUD-HAILER, INC. June 2015 - Present
Global Association of Risk Professionals July 2014 - Present
MS in Quantitative Finance and Risk Analytics, Lally School of Management November 2013 - Present
Solve Advisors, Inc. October 2013 - Present
ARMA International, LLC April 2013 - Present
Maxwell Consulting March 2010 - Present
Global Association of Risk Professionals January 2003 - Present
Duff & Phelps, LLC June 2008 - March 2010
ACA Capital March 2002 - May 2008
SMBC Capital Markets, Inc. July 1997 - February 2002
Skills
Derivatives, Financial Modeling, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Structured Finance, Capital Markets, Valuation, Financial Risk, Investments, Credit Risk, Bonds, Credit Derivatives, Asset Managment, Quantitative Finance, Visual Studio .Net, HTML / HTML5
Education
Rensselaer Polytechnic Institute 1980 — 1985
Ph.D., Theoretical Physics
Rensselaer Polytechnic Institute 1976 — 1985
M.S, Physics
Rensselaer Polytechnic Institute
B.S, Physics
LOUD-HAILER, INC. June 2015 - Present
Global Association of Risk Professionals July 2014 - Present
MS in Quantitative Finance and Risk Analytics, Lally School of Management November 2013 - Present
Solve Advisors, Inc. October 2013 - Present
ARMA International, LLC April 2013 - Present
Maxwell Consulting March 2010 - Present
Global Association of Risk Professionals January 2003 - Present
Duff & Phelps, LLC June 2008 - March 2010
ACA Capital March 2002 - May 2008
SMBC Capital Markets, Inc. July 1997 - February 2002
Skills
Derivatives, Financial Modeling, Portfolio Management, Risk Management, Hedge Funds, Fixed Income, Structured Finance, Capital Markets, Valuation, Financial Risk, Investments, Credit Risk, Bonds, Credit Derivatives, Asset Managment, Quantitative Finance, Visual Studio .Net, HTML / HTML5
Education
Rensselaer Polytechnic Institute 1980 — 1985
Ph.D., Theoretical Physics
Rensselaer Polytechnic Institute 1976 — 1985
M.S, Physics
Rensselaer Polytechnic Institute
B.S, Physics
Alan Swersky, CPA's Duff & Phelps, LLC Experience January 2010 - May 2012
Job Head of Finance at Schroders Investment Management North America Inc.
Industry Investment Management
Experience
Schroders Investment Management North America Inc. September 2014 - Present
Schroders NFC Commodities November 2012 - August 2014
Baruch College August 2012 - December 2012
Duff & Phelps, LLC January 2010 - May 2012
Olympia Capital Management, Inc July 2001 - January 2010
Weiss Peck & Greer June 1998 - July 2001
Goldstein Golub and Kessler 1996 - 1998
Skills
Operational Due..., Hedge Funds, Due Diligence, Alternative Investments, Fund Of Funds, Accounting, Hedge Accounting, Marketing Strategy, Networking, Business Development, Separately Managed..., Unified Managed Accounts, Teaching, Commodity, Asset Management, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance/Marketing
Muhlenberg College 1989 — 1993
BA, Accounting
Middletown HS South
Schroders Investment Management North America Inc. September 2014 - Present
Schroders NFC Commodities November 2012 - August 2014
Baruch College August 2012 - December 2012
Duff & Phelps, LLC January 2010 - May 2012
Olympia Capital Management, Inc July 2001 - January 2010
Weiss Peck & Greer June 1998 - July 2001
Goldstein Golub and Kessler 1996 - 1998
Skills
Operational Due..., Hedge Funds, Due Diligence, Alternative Investments, Fund Of Funds, Accounting, Hedge Accounting, Marketing Strategy, Networking, Business Development, Separately Managed..., Unified Managed Accounts, Teaching, Commodity, Asset Management, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance/Marketing
Muhlenberg College 1989 — 1993
BA, Accounting
Middletown HS South
Chad Burns's Duff & Phelps, LLC Experience 2012 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps, LLC 2012 - Present
Houlihan Lokey 2010 - 2012
KPMG LLP Advisory 2003 - 2010
Salesforce.com, Inc. 2001 - 2003
NBC Internet, Inc. 2000 - 2001
KPMG LLP 1996 - 2000
Skills
Investment Banking, Mergers, Divestitures, Strategic Advisory, Valuation, Due Diligence, Financial Modeling, Corporate Finance, IPO, Capital Markets, Private Placements, Leveraged Finance, LBO, Private Equity, Accounting, TMT, Technology, Digital Media, Start-ups, Mergers & Acquisitions, Strategy, Strategic Financial..., Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Berkeley, Haas School of Business
Masters, Strategic Management
San Diego State University
BS, Accountancy, with Distinction
Torrey Pines High School
Duff & Phelps, LLC 2012 - Present
Houlihan Lokey 2010 - 2012
KPMG LLP Advisory 2003 - 2010
Salesforce.com, Inc. 2001 - 2003
NBC Internet, Inc. 2000 - 2001
KPMG LLP 1996 - 2000
Skills
Investment Banking, Mergers, Divestitures, Strategic Advisory, Valuation, Due Diligence, Financial Modeling, Corporate Finance, IPO, Capital Markets, Private Placements, Leveraged Finance, LBO, Private Equity, Accounting, TMT, Technology, Digital Media, Start-ups, Mergers & Acquisitions, Strategy, Strategic Financial..., Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Berkeley, Haas School of Business
Masters, Strategic Management
San Diego State University
BS, Accountancy, with Distinction
Torrey Pines High School
Todd Kaltman Todd Kaltman's Duff & Phelps, LLC Experience September 2000 - Present
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps, LLC September 2000 - Present
Valuation Counselors, Inc. September 1996 - September 2000
Skills
Fairness Opinions, Solvency Opinions, Business Valuation, Corporate Transactions, IPO, Buyouts, Recapitalizations, Restructuring, Litigation Support, Capital Markets, Capital Raising, Equity Valuation, Solvency, Mergers & Acquisitions, Divestitures, Private Equity, Purchase Price..., Corporate Law, Executive Management, M&A experience, Financial Analysis, Valuation, Investment Banking, Transactional Analysis, Mergers, Leveraged Finance, Due Diligence, Management, LBO, Corporate Development, Forensic Accounting, DCF, Litigation Consulting
Education
California State University-Northridge 1983 — 1987
Bachelor of Science (BS), Business Administration / Finance
Duff & Phelps, LLC September 2000 - Present
Valuation Counselors, Inc. September 1996 - September 2000
Skills
Fairness Opinions, Solvency Opinions, Business Valuation, Corporate Transactions, IPO, Buyouts, Recapitalizations, Restructuring, Litigation Support, Capital Markets, Capital Raising, Equity Valuation, Solvency, Mergers & Acquisitions, Divestitures, Private Equity, Purchase Price..., Corporate Law, Executive Management, M&A experience, Financial Analysis, Valuation, Investment Banking, Transactional Analysis, Mergers, Leveraged Finance, Due Diligence, Management, LBO, Corporate Development, Forensic Accounting, DCF, Litigation Consulting
Education
California State University-Northridge 1983 — 1987
Bachelor of Science (BS), Business Administration / Finance
F. Gloria Lee F. Gloria Lee's Duff & Phelps, LLC Experience 2000 - 2007
Job Managing Director at Redy Consulting
Industry Management Consulting
Experience
Redy Consulting, LLC 2009 - Present
Knowledge Networks 2010 - 2011
Yahoo! 2007 - 2008
Duff & Phelps, LLC 2000 - 2007
ZS Associates 1999 - 2000
Pfizer, Inc. 1998 - 1999
Applied Decision Analysis, Inc. 1995 - 1998
Skills
Market Research, Cross-functional Team..., Analytics, Management Consulting, Strategy, Market Analysis, Leadership, Analysis, Product Marketing, Forecasting, Project Management
Education
Massachusetts Institute of Technology 1993 — 1995
S.M., Operations Research
University of Cambridge 1990 — 1993
M.A. (Hons), Mathematics
University of Cambridge 1990 — 1993
B.A. (Hons), Mathematics
Redy Consulting, LLC 2009 - Present
Knowledge Networks 2010 - 2011
Yahoo! 2007 - 2008
Duff & Phelps, LLC 2000 - 2007
ZS Associates 1999 - 2000
Pfizer, Inc. 1998 - 1999
Applied Decision Analysis, Inc. 1995 - 1998
Skills
Market Research, Cross-functional Team..., Analytics, Management Consulting, Strategy, Market Analysis, Leadership, Analysis, Product Marketing, Forecasting, Project Management
Education
Massachusetts Institute of Technology 1993 — 1995
S.M., Operations Research
University of Cambridge 1990 — 1993
M.A. (Hons), Mathematics
University of Cambridge 1990 — 1993
B.A. (Hons), Mathematics
Donald Clary Donald Clary's Duff & Phelps, LLC Experience October 2007 - June 2010
Job Partner/MD Sr. Executive Recruiter at KPMG
Industry Staffing and Recruiting
Experience
KPMG March 2014 - Present
Deloitte June 2010 - March 2014
Duff & Phelps, LLC October 2007 - June 2010
Navigant Consulting November 2005 - October 2007
CareerBuilder.com March 2005 - November 2005
DRC June 1988 - September 2005
Skills
Recruiting, Applicant Tracking..., Sourcing, Executive Search, Talent Management, Human Resources, Interviews, Temporary Placement, Management, Business Development, Staffing Services, Consulting, Dispute, Management Consulting, Temporary Staffing, Internet Recruiting, Cold Calling, Hiring, Access, Salesforce.com, SDLC, Sales, Talent Acquisition, Marketing, Payroll, College Recruiting, Benefits Negotiation, Onboarding, Contract Recruitment, Technical Recruiting, Screening, Search, Employer Branding
Education
Carthage College 1979 — 1983
Business and Marketing
KPMG March 2014 - Present
Deloitte June 2010 - March 2014
Duff & Phelps, LLC October 2007 - June 2010
Navigant Consulting November 2005 - October 2007
CareerBuilder.com March 2005 - November 2005
DRC June 1988 - September 2005
Skills
Recruiting, Applicant Tracking..., Sourcing, Executive Search, Talent Management, Human Resources, Interviews, Temporary Placement, Management, Business Development, Staffing Services, Consulting, Dispute, Management Consulting, Temporary Staffing, Internet Recruiting, Cold Calling, Hiring, Access, Salesforce.com, SDLC, Sales, Talent Acquisition, Marketing, Payroll, College Recruiting, Benefits Negotiation, Onboarding, Contract Recruitment, Technical Recruiting, Screening, Search, Employer Branding
Education
Carthage College 1979 — 1983
Business and Marketing
Jason Storbeck, CFA, CPA's Duff & Phelps, LLC Experience September 2000 - November 2002
Job
Industry Financial Services
Experience
Valuation Research Corporation November 2007 - Present
Turtle Wax March 2004 - August 2007
Chef Solutions Inc. October 2002 - March 2004
Duff & Phelps, LLC September 2000 - November 2002
Ernst & Young, LLP August 1999 - September 2000
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Reporting, Valuation, DCF, Forecasting, Fairness Opinions, Equity Research, Accounting, Finance, Hedge Funds, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Strategy, Execution, & Valuation (SEV)
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science, Accounting & Finance
Valuation Research Corporation November 2007 - Present
Turtle Wax March 2004 - August 2007
Chef Solutions Inc. October 2002 - March 2004
Duff & Phelps, LLC September 2000 - November 2002
Ernst & Young, LLP August 1999 - September 2000
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Reporting, Valuation, DCF, Forecasting, Fairness Opinions, Equity Research, Accounting, Finance, Hedge Funds, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Strategy, Execution, & Valuation (SEV)
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science, Accounting & Finance
Jennifer R. Mercado, MPA's Duff & Phelps, LLC Experience 2007 - 2013
Job Procurement Manager & Public Agency Compliance Officer at the North Jersey District Water Supply Commission
Industry Government Administration
Experience
North Jersey District Water Supply Commission 2013 - Present
Duff & Phelps LLC 2007 - 2013
Metcalf & Eddy 2005 - 2007
Fay Spofford & Thorndike July 2000 - July 2005
Capital Supply Company 1989 - 2000
Skills
Contract Management, Purchasing, Strategic Sourcing, Contract Review, Risk Assessment, Vendor Management, Subcontracts Management, Contract Negotiating, Lease Negotiations, Indirect Purchasing, Department Budgeting, Spend Visibility, Gathering Data, Research, Analyzing Data, Cost Reduction Planning, Cost Reduction..., Developing Procedures, Standard Setting, Change Management, Facilitating, Internal Communications, Purchase Orders, Cost Reduction..., Purchase Requisitions, Approving, Project Management, Time Management, Managing Information, Setting Priorities, Delegation, Managing Tasks, Categorizing, Training, Managing People, Directing Others, Motivating, Listening, Helping Others Succeed, Assessing Performance, Business Decision Making, Shared Decision Making, Following Up, Reporting, Writing, Responding Promptly, Office Administration, Strategy Formulation, Implementing, Management
Education
Baruch College
Masters Degree, Public Administration
Baruch College
Bachelor of Arts, Political Science
North Jersey District Water Supply Commission 2013 - Present
Duff & Phelps LLC 2007 - 2013
Metcalf & Eddy 2005 - 2007
Fay Spofford & Thorndike July 2000 - July 2005
Capital Supply Company 1989 - 2000
Skills
Contract Management, Purchasing, Strategic Sourcing, Contract Review, Risk Assessment, Vendor Management, Subcontracts Management, Contract Negotiating, Lease Negotiations, Indirect Purchasing, Department Budgeting, Spend Visibility, Gathering Data, Research, Analyzing Data, Cost Reduction Planning, Cost Reduction..., Developing Procedures, Standard Setting, Change Management, Facilitating, Internal Communications, Purchase Orders, Cost Reduction..., Purchase Requisitions, Approving, Project Management, Time Management, Managing Information, Setting Priorities, Delegation, Managing Tasks, Categorizing, Training, Managing People, Directing Others, Motivating, Listening, Helping Others Succeed, Assessing Performance, Business Decision Making, Shared Decision Making, Following Up, Reporting, Writing, Responding Promptly, Office Administration, Strategy Formulation, Implementing, Management
Education
Baruch College
Masters Degree, Public Administration
Baruch College
Bachelor of Arts, Political Science
Kathleen Alonzo Kathleen Alonzo's Duff & Phelps, LLC Experience August 2008 - Present
Job Executive Assistant at Duff & Phelps LLC
Industry Financial Services
Experience
Duff & Phelps LLC August 2008 - Present
Kane Reece Associates, Inc. November 1998 - August 2008
F-SP Girl Scouts 1986 - 2007
Skills
Word, Excel, PowerPoint, Outlook, Notary Public, Microsoft Excel, Microsoft Word, Office Management, Data Entry, Spreadsheets, Microsoft Office, Training, Administrative..., Travel Arrangements, Management, Editing, Invoicing, Analysis, Research, Customer Service, Finance, Payroll, Access, Office Administration, Leadership, Accounting, Financial Analysis, PeopleSoft, Human Resources, Insurance, Accounts Receivable, Budgets, Employee Relations, Accounts Payable, Financial Modeling, Process Scheduler, Administrative...
Education
Rutgers University-New Brunswick 1977 — 1980
Business Administration
Raritan Valley Community College 1973 — 1975
Associates-Liberal Arts, General; Business
Duff & Phelps LLC August 2008 - Present
Kane Reece Associates, Inc. November 1998 - August 2008
F-SP Girl Scouts 1986 - 2007
Skills
Word, Excel, PowerPoint, Outlook, Notary Public, Microsoft Excel, Microsoft Word, Office Management, Data Entry, Spreadsheets, Microsoft Office, Training, Administrative..., Travel Arrangements, Management, Editing, Invoicing, Analysis, Research, Customer Service, Finance, Payroll, Access, Office Administration, Leadership, Accounting, Financial Analysis, PeopleSoft, Human Resources, Insurance, Accounts Receivable, Budgets, Employee Relations, Accounts Payable, Financial Modeling, Process Scheduler, Administrative...
Education
Rutgers University-New Brunswick 1977 — 1980
Business Administration
Raritan Valley Community College 1973 — 1975
Associates-Liberal Arts, General; Business
Lisa DeMarco Lisa DeMarco's Duff & Phelps, LLC Experience May 2007 - July 2011
Job Director, Originations at American Real Estate Capital
Industry Commercial Real Estate
Experience
American Real Estate Capital (a division of American Financial Group, Inc.) April 2014 - Present
CCRE Exclusive Correspondent / LYND July 2011 - March 2014
Duff & Phelps, LLC May 2007 - July 2011
JOSS Realty Partners / PBS Real Estate February 2006 - April 2007
Skills
Real Estate Economics, Valuation, Due Diligence, Real Estate, CMBS, Acquisitions, Financial Modeling, Asset Managment, Financial Analysis, Argus Modeling, Real Estate Development, Investments, Disposition, Real Estate Transactions, Leases, Portfolio Management, Real Estate Private..., Brokerage, Asset Management, Underwriting, Mergers & Acquisitions, Commercial Real Estate, Real Estate Financing, Loan Origination, Investment Properties, Private Equity, Dispositions
Education
New York University 2005 — 2007
M.S. in Real Estate Science, Finance/Development
Boston University 1999 — 2003
Philosophy & Political Science, Minor in Spanish
Pinkerton Academy 1996 — 1999
High School
American Real Estate Capital (a division of American Financial Group, Inc.) April 2014 - Present
CCRE Exclusive Correspondent / LYND July 2011 - March 2014
Duff & Phelps, LLC May 2007 - July 2011
JOSS Realty Partners / PBS Real Estate February 2006 - April 2007
Skills
Real Estate Economics, Valuation, Due Diligence, Real Estate, CMBS, Acquisitions, Financial Modeling, Asset Managment, Financial Analysis, Argus Modeling, Real Estate Development, Investments, Disposition, Real Estate Transactions, Leases, Portfolio Management, Real Estate Private..., Brokerage, Asset Management, Underwriting, Mergers & Acquisitions, Commercial Real Estate, Real Estate Financing, Loan Origination, Investment Properties, Private Equity, Dispositions
Education
New York University 2005 — 2007
M.S. in Real Estate Science, Finance/Development
Boston University 1999 — 2003
Philosophy & Political Science, Minor in Spanish
Pinkerton Academy 1996 — 1999
High School
Alexandra Petredis's Duff & Phelps, LLC Experience July 2013 - June 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Duff & Phelps, LLC July 2013 - June 2014
Ceteris, Inc. June 2012 - August 2012
Martin Howard Associates S.L. September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Benchmarking, Corporate Finance, Economics, Market Research, Data Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics & Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish
Wells Fargo Advisors July 2014 - Present
Duff & Phelps, LLC July 2013 - June 2014
Ceteris, Inc. June 2012 - August 2012
Martin Howard Associates S.L. September 2011 - December 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Benchmarking, Corporate Finance, Economics, Market Research, Data Analysis
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Mathematics & Economics
Universitat Pompeu Fabra 2011 — 2011
Spanish
Paul Sipala, MAI, ASA Paul Sipala, MAI, ASA's Duff & Phelps, LLC Experience October 2005 - June 2014
Job Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps, LLC October 2005 - June 2014
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Real Estate Economics, Corporate Finance, DCF, Business Valuation, Investments, Asset Management, Capital Markets, Real Estate
Education
Stockton University 2000 — 2003
BA, Economics
Sacred Heart
Cushman & Wakefield September 2015 - Present
Duff & Phelps July 2014 - August 2015
Duff & Phelps, LLC October 2005 - June 2014
Standard & Poor's 2004 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Real Estate Economics, Corporate Finance, DCF, Business Valuation, Investments, Asset Management, Capital Markets, Real Estate
Education
Stockton University 2000 — 2003
BA, Economics
Sacred Heart
Robert J. (Joey) Malagon, Jr. Robert J. (Joey) Malagon, Jr.'s Duff & Phelps, LLC Experience October 2006 - April 2010
Job Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps April 2010 - Present
Duff & Phelps, LLC October 2006 - April 2010
Duff & Phelps, LLC April 2005 - October 2006
Education
University of Florida 1998 — 2002
Bachelor of Science, Finance
Duff & Phelps April 2010 - Present
Duff & Phelps, LLC October 2006 - April 2010
Duff & Phelps, LLC April 2005 - October 2006
Education
University of Florida 1998 — 2002
Bachelor of Science, Finance
Frederick Bliss Frederick Bliss's Duff & Phelps, LLC Experience 2008 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC 2008 - Present
Kane Reece Associates, Inc. 1987 - 2008
Valuation Research Corporation 1984 - 1987
Deloitte & Touche 1982 - 1984
Hazen and Sawyer 1977 - 1982
Skills
Broadband..., Media & Entertainment..., Business Valuation, Technology Valuation, Intellectual Property..., Tangible Assets..., Expert Witness Services, Financial Reporting..., Federal Tax Reporting..., Property Tax Valuations, Valuation, Financial Modeling, Finance, DCF, Private Equity, Equity Valuation, Corporate Finance, Due Diligence, Tax, Mergers & Acquisitions, Financial Analysis, M&A experience
Education
New York University 1983 — 1984
APC, Federal Taxation
New York University 1979 — 1982
MBA, Finance
Cornell University 1975 — 1977
MS, Environmental Engineering
Villanova University 1971 — 1975
BCE, Civil Engineering
Duff & Phelps, LLC 2008 - Present
Kane Reece Associates, Inc. 1987 - 2008
Valuation Research Corporation 1984 - 1987
Deloitte & Touche 1982 - 1984
Hazen and Sawyer 1977 - 1982
Skills
Broadband..., Media & Entertainment..., Business Valuation, Technology Valuation, Intellectual Property..., Tangible Assets..., Expert Witness Services, Financial Reporting..., Federal Tax Reporting..., Property Tax Valuations, Valuation, Financial Modeling, Finance, DCF, Private Equity, Equity Valuation, Corporate Finance, Due Diligence, Tax, Mergers & Acquisitions, Financial Analysis, M&A experience
Education
New York University 1983 — 1984
APC, Federal Taxation
New York University 1979 — 1982
MBA, Finance
Cornell University 1975 — 1977
MS, Environmental Engineering
Villanova University 1971 — 1975
BCE, Civil Engineering
Blake Beanblossom Blake Beanblossom's Duff & Phelps, LLC Experience January 2005 - June 2006
Job
Industry Commercial Real Estate
Experience
StanCorp Mortgage Investors, LLC July 2011 - Present
Duke Realty Corp. June 2006 - July 2011
Duff & Phelps, LLC January 2005 - June 2006
Scudder Investments January 1999 - August 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
MBA, Finance
Gettysburg College 1994 — 1998
B/A, Art
StanCorp Mortgage Investors, LLC July 2011 - Present
Duke Realty Corp. June 2006 - July 2011
Duff & Phelps, LLC January 2005 - June 2006
Scudder Investments January 1999 - August 2002
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
MBA, Finance
Gettysburg College 1994 — 1998
B/A, Art
Sean Flinn Sean Flinn's Duff & Phelps, LLC Experience October 2005 - July 2008
Job President, Fieldbook ERP
Industry Computer Software
Experience
Nine Collective, LLC April 2013 - Present
Duff & Phelps July 2011 - April 2013
Growth Capital Partners July 2008 - July 2011
Duff & Phelps LLC October 2005 - July 2008
ExxonMobil 2005 - 2005
ExxonMobil Chemical Company 2000 - 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Business Valuation, Corporate Finance, Financial Analysis, Private Equity, Investment Banking, Portfolio Management, Finance, Risk Management, Strategy
Education
Louisiana State University 2001 — 2004
Masters, MBA
Auburn University 1994 — 1999
Bachelors, Chemical Engineering
Nine Collective, LLC April 2013 - Present
Duff & Phelps July 2011 - April 2013
Growth Capital Partners July 2008 - July 2011
Duff & Phelps LLC October 2005 - July 2008
ExxonMobil 2005 - 2005
ExxonMobil Chemical Company 2000 - 2005
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Business Valuation, Corporate Finance, Financial Analysis, Private Equity, Investment Banking, Portfolio Management, Finance, Risk Management, Strategy
Education
Louisiana State University 2001 — 2004
Masters, MBA
Auburn University 1994 — 1999
Bachelors, Chemical Engineering
Bob Bartell, CFA Bob Bartell, CFA's Duff & Phelps, LLC Experience September 1997 - Present
Job Global Head of Corporate Finance at Duff & Phelps, overseeing M&A, transactions opinions, restructuring and transaction
Industry Investment Banking
Experience
Duff & Phelps September 2013 - Present
Duff & Phelps, LLC September 1997 - Present
Harris Bank July 1993 - September 1997
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuation, Valuation, Investment Banking, Restructuring, Private Placements, Financial Services, Due Diligence, Middle Market, Portfolio Management, Securities, Management, Debt Restructuring, Leadership, Fairness Opinions, Solvency Opinions, ESOPs
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Agricultural Economics
Lyons Township High School, LaGrange, IL 1985 — 1989
Diploma
Duff & Phelps September 2013 - Present
Duff & Phelps, LLC September 1997 - Present
Harris Bank July 1993 - September 1997
Skills
Mergers & Acquisitions, Corporate Finance, Business Valuation, Valuation, Investment Banking, Restructuring, Private Placements, Financial Services, Due Diligence, Middle Market, Portfolio Management, Securities, Management, Debt Restructuring, Leadership, Fairness Opinions, Solvency Opinions, ESOPs
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Agricultural Economics
Lyons Township High School, LaGrange, IL 1985 — 1989
Diploma
Ekaterina Timaeva Ekaterina Timaeva's Duff & Phelps, LLC Experience September 2004 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Investment Banking
Experience
Duff & Phelps, LLC September 2004 - Present
Rockwell Automation April 2000 - August 2004
Arthur Andersen August 1995 - April 2000
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Financial Reporting, Private Equity, Mergers, Internal Controls, Accounting, Investment Banking, US GAAP, Managerial Finance, IFRS, Sarbanes-Oxley Act, Auditing, Investments
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance/Strategic Management
Russian Economic Academy 1991 — 1995
BSc, Economics
Duff & Phelps, LLC September 2004 - Present
Rockwell Automation April 2000 - August 2004
Arthur Andersen August 1995 - April 2000
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Financial Reporting, Private Equity, Mergers, Internal Controls, Accounting, Investment Banking, US GAAP, Managerial Finance, IFRS, Sarbanes-Oxley Act, Auditing, Investments
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance/Strategic Management
Russian Economic Academy 1991 — 1995
BSc, Economics
Marina Dedes Gallagher Marina Dedes Gallagher's Duff & Phelps, LLC Experience April 2009 - April 2011
Job Founder at Pearlite Consulting, Director at Vine St Ventures
Industry Venture Capital & Private Equity
Experience
Pearlite Consulting, LLC June 2014 - Present
Vine St Ventures May 2015 - Present
Hunt Club May 2015 - Present
Lightbank April 2013 - May 2014
Lightbank April 2011 - March 2013
Duff & Phelps, LLC April 2009 - April 2011
Duff & Phelps July 2007 - April 2009
Siemens Medical Solutions June 2006 - August 2006
Skills
Entrepreneurship, Financial Modeling, Venture Capital, Leadership, Valuation, Corporate Development, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Financial Analysis, Strategy, Corporate Finance, Marketing Strategy, Strategic Planning, Strategic Partnerships, Business Development, Marketing, Consulting, Business Strategy, Finance, Project Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Materials Science and Engineering
Cegri International Center for High Education Granada, Spain 2005 — 2005
International Minor in Spanish Studies, Spanish
Pearlite Consulting, LLC June 2014 - Present
Vine St Ventures May 2015 - Present
Hunt Club May 2015 - Present
Lightbank April 2013 - May 2014
Lightbank April 2011 - March 2013
Duff & Phelps, LLC April 2009 - April 2011
Duff & Phelps July 2007 - April 2009
Siemens Medical Solutions June 2006 - August 2006
Skills
Entrepreneurship, Financial Modeling, Venture Capital, Leadership, Valuation, Corporate Development, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Financial Analysis, Strategy, Corporate Finance, Marketing Strategy, Strategic Planning, Strategic Partnerships, Business Development, Marketing, Consulting, Business Strategy, Finance, Project Management
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Materials Science and Engineering
Cegri International Center for High Education Granada, Spain 2005 — 2005
International Minor in Spanish Studies, Spanish
Winnie Chan's Duff & Phelps, LLC Experience June 2005 - January 2008
Job Manager at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP December 2012 - Present
Deloitte LLP February 2008 - December 2012
Duff & Phelps LLC June 2005 - January 2008
Standard & Poor's December 1998 - May 2005
Skills
Business Valuation, Credit Analysis, Valuation, Financial Modeling, DCF, Corporate Finance, Equity Research, Equity Valuation, Financial Analysis, Equities, Private Equity, Bloomberg, Fixed Income, Investments, Mergers, Capital IQ, Investment Banking, Mergers & Acquisitions
Education
Boston University Graduate School of Management
MBA
Colby College
BS
Grant Thornton LLP December 2012 - Present
Deloitte LLP February 2008 - December 2012
Duff & Phelps LLC June 2005 - January 2008
Standard & Poor's December 1998 - May 2005
Skills
Business Valuation, Credit Analysis, Valuation, Financial Modeling, DCF, Corporate Finance, Equity Research, Equity Valuation, Financial Analysis, Equities, Private Equity, Bloomberg, Fixed Income, Investments, Mergers, Capital IQ, Investment Banking, Mergers & Acquisitions
Education
Boston University Graduate School of Management
MBA
Colby College
BS
Khemika Chivapornthip's Duff & Phelps, LLC Experience August 2007 - May 2009
Job
Industry Financial Services
Experience
Ernst & Young February 2012 - Present
KPMG 2011 - February 2012
KPMG July 2010 - June 2011
Thomson Reuters June 2009 - August 2010
Duff & Phelps, LLC August 2007 - May 2009
Baker & McKenzie July 2006 - August 2007
DHL Express Ltd May 2005 - August 2005
Commonwealth of Pennsylvania, Department of the Auditor General September 2002 - May 2004
The Wharton School of Business, University of Pennsylvania April 2002 - September 2002
Skills
Transfer Pricing, Credit, Auditing, Valuation, Financial Analysis, Strategy, Financial Modeling, Analysis, Economics, Management, Accounting, Tax, Finance, Management Consulting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (MBA)
Georgetown University
MBA
University of Pennsylvania 2000 — 2001
MPA, Public Finance
Chulalongkorn University
Ernst & Young February 2012 - Present
KPMG 2011 - February 2012
KPMG July 2010 - June 2011
Thomson Reuters June 2009 - August 2010
Duff & Phelps, LLC August 2007 - May 2009
Baker & McKenzie July 2006 - August 2007
DHL Express Ltd May 2005 - August 2005
Commonwealth of Pennsylvania, Department of the Auditor General September 2002 - May 2004
The Wharton School of Business, University of Pennsylvania April 2002 - September 2002
Skills
Transfer Pricing, Credit, Auditing, Valuation, Financial Analysis, Strategy, Financial Modeling, Analysis, Economics, Management, Accounting, Tax, Finance, Management Consulting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (MBA)
Georgetown University
MBA
University of Pennsylvania 2000 — 2001
MPA, Public Finance
Chulalongkorn University
Amanda Hinderliter, CFA's Duff & Phelps, LLC Experience June 2007 - December 2008
Job
Industry Financial Services
Experience
Och-Ziff Capital Management March 2014 - Present
PricewaterhouseCoopers June 2010 - February 2014
PricewaterhouseCoopers December 2008 - June 2010
Duff & Phelps, LLC June 2007 - December 2008
Lockheed Martin Aeronautics January 2002 - June 2007
Motorola Energy Systems January 2000 - May 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Mergers, Financial Reporting, Strategy, Finance, Business Strategy, Business Process..., Process Improvement, Data Analysis, Strategic Financial..., Business Analysis, Mergers & Acquisitions, Strategic Planning
Education
Emory University - Goizueta Business School 2004 — 2007
MBA
Georgia Institute of Technology 1997 — 2001
BS
St. Petersburg High School 1993 — 1997
Och-Ziff Capital Management March 2014 - Present
PricewaterhouseCoopers June 2010 - February 2014
PricewaterhouseCoopers December 2008 - June 2010
Duff & Phelps, LLC June 2007 - December 2008
Lockheed Martin Aeronautics January 2002 - June 2007
Motorola Energy Systems January 2000 - May 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Business Valuation, Private Equity, Mergers, Financial Reporting, Strategy, Finance, Business Strategy, Business Process..., Process Improvement, Data Analysis, Strategic Financial..., Business Analysis, Mergers & Acquisitions, Strategic Planning
Education
Emory University - Goizueta Business School 2004 — 2007
MBA
Georgia Institute of Technology 1997 — 2001
BS
St. Petersburg High School 1993 — 1997
Dmitry Kosorukov, CFA's Duff & Phelps, LLC Experience February 2006 - June 2015
Job Quantitative Financial Analyst
Industry Financial Services
Experience
PwC August 2015 - Present
Duff & Phelps, LLC February 2006 - June 2015
CTC-Moscow June 1996 - December 2004
Skills
Matlab, Financial Modeling, Monte Carlo Simulation, CDO, VBA, Valuation, Derivatives, Financial Analysis, Equity Derivatives, Interest Rate..., Exotic Derivatives, Asset Pricing, Credit Derivatives, Hybrids, Excel, Stochastic Calculus, Convertible Bonds, Quantitative Finance, Statistics, Business Valuation, NetBeans, Financial Engineering, Financial Structuring, Microsoft Excel, Corporate Finance, Options
Education
CQF Institute 2009 — 2010
CQF
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate
Thunderbird School of Global Management 2004 — 2005
MBA
Bauman Moscow State Technical University 1992 — 1998
MS
PwC August 2015 - Present
Duff & Phelps, LLC February 2006 - June 2015
CTC-Moscow June 1996 - December 2004
Skills
Matlab, Financial Modeling, Monte Carlo Simulation, CDO, VBA, Valuation, Derivatives, Financial Analysis, Equity Derivatives, Interest Rate..., Exotic Derivatives, Asset Pricing, Credit Derivatives, Hybrids, Excel, Stochastic Calculus, Convertible Bonds, Quantitative Finance, Statistics, Business Valuation, NetBeans, Financial Engineering, Financial Structuring, Microsoft Excel, Corporate Finance, Options
Education
CQF Institute 2009 — 2010
CQF
University of California, Berkeley, Haas School of Business 2008 — 2008
Certificate
Thunderbird School of Global Management 2004 — 2005
MBA
Bauman Moscow State Technical University 1992 — 1998
MS
Mayari Guzman's Duff & Phelps, LLC Experience February 2005 - April 2007
Job
Industry Renewables & Environment
Experience
Acciona Energy North America Corporation April 2011 - Present
Acciona Energy North America Corporation April 2007 - April 2011
Duff & Phelps, LLC February 2005 - April 2007
Independent January 2004 - 2005
The Signature Room at the 95th 1997 - 2004
Skills
Renewable Energy, Office Management, Office Administration, IT Strategy, Microsoft Office, Concur, Intacct, SharePoint, Legal Assistance, Spanish-English, Spanish-speaking, Spanish, Small Business, Translation, Travel Management, Travel Planning, Business Travel, Event Planning, Event Management, Corporate Events, Coordinating Events, Administrative..., Operations Management, Customer Service, Professional Services, microsoft lync, Office Build-Outs, Sustainability, Safety, Tourism, Food & Beverage, Food Industry, Energy, Business Strategy, IT Management, Financial Modeling, Strategic Planning, Real Estate Development, ITIL Service Strategy, System Deployment, Project Finance, Management, Wind, Wind Turbines, Solar Energy, Time Management, Contract Management, Alternative Energy, Energy Efficiency, Contract Negotiation
Education
DePaul University 1999 — 2005
BS Commerce
Universidad Tecnologica de Chile (INACAP CIES) 1995 — 1997
A.B.A.
Acciona Energy North America Corporation April 2011 - Present
Acciona Energy North America Corporation April 2007 - April 2011
Duff & Phelps, LLC February 2005 - April 2007
Independent January 2004 - 2005
The Signature Room at the 95th 1997 - 2004
Skills
Renewable Energy, Office Management, Office Administration, IT Strategy, Microsoft Office, Concur, Intacct, SharePoint, Legal Assistance, Spanish-English, Spanish-speaking, Spanish, Small Business, Translation, Travel Management, Travel Planning, Business Travel, Event Planning, Event Management, Corporate Events, Coordinating Events, Administrative..., Operations Management, Customer Service, Professional Services, microsoft lync, Office Build-Outs, Sustainability, Safety, Tourism, Food & Beverage, Food Industry, Energy, Business Strategy, IT Management, Financial Modeling, Strategic Planning, Real Estate Development, ITIL Service Strategy, System Deployment, Project Finance, Management, Wind, Wind Turbines, Solar Energy, Time Management, Contract Management, Alternative Energy, Energy Efficiency, Contract Negotiation
Education
DePaul University 1999 — 2005
BS Commerce
Universidad Tecnologica de Chile (INACAP CIES) 1995 — 1997
A.B.A.
Michael Ciani, CPA, CMA's Duff & Phelps, LLC Experience August 2005 - September 2007
Job Finance Brand Manager, CNS Franchise
Industry Pharmaceuticals
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson April 2013 - Present
Johnson & Johnson November 2009 - April 2013
Ortho Clinical Diagnostics October 2007 - November 2009
Duff & Phelps, LLC August 2005 - September 2007
American Express Tax and Business August 2002 - August 2003
Deutsche Bank January 2000 - August 2002
American Express Tax and Business Services November 1997 - January 2000
Skills
Mergers, Valuation, Risk Management, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Treasury Services, Contract Review, Divestitures, Investments, Cash Management, Equities, Contract Management, Business Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Cross-functional Team..., Financial Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Financial Risk, Mentoring, Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Accounting, Mathematics
Seton Hall Prep 1989 — 1993
High school, High School/Secondary Diplomas and Certificates
Deerfield Elementary 1981 — 1989
Grammar school, Grammar school
Janssen, Pharmaceutical Companies of Johnson and Johnson April 2013 - Present
Johnson & Johnson November 2009 - April 2013
Ortho Clinical Diagnostics October 2007 - November 2009
Duff & Phelps, LLC August 2005 - September 2007
American Express Tax and Business August 2002 - August 2003
Deutsche Bank January 2000 - August 2002
American Express Tax and Business Services November 1997 - January 2000
Skills
Mergers, Valuation, Risk Management, Financial Modeling, Auditing, Financial Accounting, Forensic Accounting, Treasury Services, Contract Review, Divestitures, Investments, Cash Management, Equities, Contract Management, Business Development, Mergers & Acquisitions, Sarbanes-Oxley Act, Finance, Cross-functional Team..., Financial Analysis, Corporate Finance, Due Diligence, Strategic Financial..., Financial Risk, Mentoring, Management
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1993 — 1997
BS Econ, Accounting, Mathematics
Seton Hall Prep 1989 — 1993
High school, High School/Secondary Diplomas and Certificates
Deerfield Elementary 1981 — 1989
Grammar school, Grammar school
Steve Desmond's Duff & Phelps, LLC Experience ManagerStandard & Poor's Corporate Value Consulting2001 - 2005
Job Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC ManagerStandard & Poor's Corporate Value Consulting2001 - 2005
Augat Inc. March 1993 - April 1997
Sansiveri, Ryan & Sullivan CPAs August 1989 - June 1992
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Business Valuation, Corporate Finance, Purchase Price..., Mergers, Financial Reporting, Due Diligence, Equity Valuation, Equities, DCF, Finance
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Finance
Providence College 1985 — 1989
Duff & Phelps, LLC ManagerStandard & Poor's Corporate Value Consulting2001 - 2005
Augat Inc. March 1993 - April 1997
Sansiveri, Ryan & Sullivan CPAs August 1989 - June 1992
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, Business Valuation, Corporate Finance, Purchase Price..., Mergers, Financial Reporting, Due Diligence, Equity Valuation, Equities, DCF, Finance
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, Finance
Providence College 1985 — 1989
Anand Sheth's Duff & Phelps, LLC Experience June 2000 - Present
Job Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC June 2000 - Present
RSM Equico 2003 - 2003
Crossroads, LLC July 1999 - May 2000
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Mergers, Due Diligence, DCF, Purchase Price..., Impairment Testing, Goodwill Impairment, Media Industry..., Entertainment Industry..., Technology Industry..., Digital Media, Intellectual Property..., Intangible Asset..., Mergers & Acquisitions, Financial Reporting, Restructuring, Intangible Assets
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Strategy
University of California, Irvine 1995 — 1999
B.A., Economics
Duff & Phelps, LLC June 2000 - Present
RSM Equico 2003 - 2003
Crossroads, LLC July 1999 - May 2000
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Mergers, Due Diligence, DCF, Purchase Price..., Impairment Testing, Goodwill Impairment, Media Industry..., Entertainment Industry..., Technology Industry..., Digital Media, Intellectual Property..., Intangible Asset..., Mergers & Acquisitions, Financial Reporting, Restructuring, Intangible Assets
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Strategy
University of California, Irvine 1995 — 1999
B.A., Economics
Rick Fine's Duff & Phelps, LLC Experience April 2006 - April 2012
Job Partner at Property Tax Partners, LLP
Industry Law Practice
Experience
Myers-Hill Law Firm August 2012 - Present
Property Tax Partners, LLP August 2012 - Present
Attorney April 2012 - Present
TTARA 2010 - 2014
Duff & Phelps, LLC April 2006 - April 2012
Ray, Wood & Fine 1981 - 2000
Texas House of Representatives 1978 - 1979
Skills
Property Tax, Negotiation, Litigation Support, Government Relations, Business Incentives, Energy, Litigation, Incentives, Legal Research, Commercial Real Estate, Commercial Litigation, Strategic Planning, Arbitration, Due Diligence, Intellectual Property, Tax Law, Bankruptcy, Civil Litigation, Corporate Governance, Courts, Dispute Resolution, Legal Writing, Valuation, Mergers & Acquisitions, Mergers, Appeals, Contract Negotiation, Legal Advice, Administrative Law, Business Transactions, Corporate Law, Legislative Relations, Trade Secrets, Mediation, Property Law, Trusts, Legal Issues, Wills, Alternative Dispute..., Real Estate Transactions, Real Estate, Trials, Construction Law, Hearings, Estate Planning
Education
The University of Texas School of Law 1976 — 1979
Doctor of Law (JD)
University of Houston 1971 — 1975
B.A., Political Science
Bellaire Senior High School 1967 — 1970
Cum Laude
Myers-Hill Law Firm August 2012 - Present
Property Tax Partners, LLP August 2012 - Present
Attorney April 2012 - Present
TTARA 2010 - 2014
Duff & Phelps, LLC April 2006 - April 2012
Ray, Wood & Fine 1981 - 2000
Texas House of Representatives 1978 - 1979
Skills
Property Tax, Negotiation, Litigation Support, Government Relations, Business Incentives, Energy, Litigation, Incentives, Legal Research, Commercial Real Estate, Commercial Litigation, Strategic Planning, Arbitration, Due Diligence, Intellectual Property, Tax Law, Bankruptcy, Civil Litigation, Corporate Governance, Courts, Dispute Resolution, Legal Writing, Valuation, Mergers & Acquisitions, Mergers, Appeals, Contract Negotiation, Legal Advice, Administrative Law, Business Transactions, Corporate Law, Legislative Relations, Trade Secrets, Mediation, Property Law, Trusts, Legal Issues, Wills, Alternative Dispute..., Real Estate Transactions, Real Estate, Trials, Construction Law, Hearings, Estate Planning
Education
The University of Texas School of Law 1976 — 1979
Doctor of Law (JD)
University of Houston 1971 — 1975
B.A., Political Science
Bellaire Senior High School 1967 — 1970
Cum Laude
Amy Breihan's Duff & Phelps, LLC Experience June 2006 - July 2007
Job Trial Attorney at Bryan Cave
Industry Law Practice
Experience
Bryan Cave April 2011 - Present
Northwestern University School of Law August 2007 - May 2010
Duff & Phelps, LLC June 2006 - July 2007
Skills
Commercial Litigation, Legal Research, Litigation, Intellectual Property, Legal Writing, Licensing, Trademarks, Product Liability, Civil Litigation, Research, Depositions, Mediation, Oral Argument
Education
Northwestern University School of Law 2007 — 2010
JD, Law
Grinnell College 2002 — 2006
Bachelor of Arts, Economics, Merit Scholarship Recipient, Dean's List Honoree
Bryan Cave April 2011 - Present
Northwestern University School of Law August 2007 - May 2010
Duff & Phelps, LLC June 2006 - July 2007
Skills
Commercial Litigation, Legal Research, Litigation, Intellectual Property, Legal Writing, Licensing, Trademarks, Product Liability, Civil Litigation, Research, Depositions, Mediation, Oral Argument
Education
Northwestern University School of Law 2007 — 2010
JD, Law
Grinnell College 2002 — 2006
Bachelor of Arts, Economics, Merit Scholarship Recipient, Dean's List Honoree
Michael Gibbs's Duff & Phelps, LLC Experience June 2004 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Real Estate
Experience
Duff & Phelps, LLC June 2004 - Present
Grubb & Ellis Company May 2003 - June 2004
Per-Se Technologies, Inc. October 2000 - May 2003
Arthur Andersen LLP August 1994 - October 2000
Skills
Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Financial Analysis, Real Estate, Mergers, Appraisals, Real Estate Development, Asset Managment, Brokerage, Commercial Real Estate, Investments, Real Estate Transactions, Disposition, Acquisitions, Leases, Location Intelligence, Strategic Planning, Contract Negotiation, Finance, Mergers & Acquisitions
Education
University of Florida - Warrington College of Business Administration 1992 — 1994
Master of Arts, Real Estate & Urban Land Analysis
University of Florida - Warrington College of Business Administration 1989 — 1992
BSBA, Real Estate & Finance
Duff & Phelps, LLC June 2004 - Present
Grubb & Ellis Company May 2003 - June 2004
Per-Se Technologies, Inc. October 2000 - May 2003
Arthur Andersen LLP August 1994 - October 2000
Skills
Valuation, Financial Modeling, Due Diligence, Real Estate Economics, Financial Analysis, Real Estate, Mergers, Appraisals, Real Estate Development, Asset Managment, Brokerage, Commercial Real Estate, Investments, Real Estate Transactions, Disposition, Acquisitions, Leases, Location Intelligence, Strategic Planning, Contract Negotiation, Finance, Mergers & Acquisitions
Education
University of Florida - Warrington College of Business Administration 1992 — 1994
Master of Arts, Real Estate & Urban Land Analysis
University of Florida - Warrington College of Business Administration 1989 — 1992
BSBA, Real Estate & Finance
Elaine (Vong) Young's Duff & Phelps, LLC Experience October 2005 - March 2010
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
Richard T. Sauerwein's Duff & Phelps, LLC Experience April 2014 - Present
Job Director, Dispute Consulting, Duff & Phelps, LLC with special emphasis in RMBS litigation dispute resolution
Industry Capital Markets
Experience
Duff & Phelps, LLC April 2014 - Present
LenderLive Network, Inc November 2007 - April 2014
Artee Fin, LLC 2007 - 2010
Highland Financial Holdings Group, LLC 2004 - 2007
Stonehenge Financial Partners, LLC January 1999 - February 2004
Financial Security Assurance Inc 1987 - 1998
Standard & Poor's 1984 - 1987
Skills
Business Process...
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
Master's degree, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (BA), Economics
Duff & Phelps, LLC April 2014 - Present
LenderLive Network, Inc November 2007 - April 2014
Artee Fin, LLC 2007 - 2010
Highland Financial Holdings Group, LLC 2004 - 2007
Stonehenge Financial Partners, LLC January 1999 - February 2004
Financial Security Assurance Inc 1987 - 1998
Standard & Poor's 1984 - 1987
Skills
Business Process...
Education
New York University - Leonard N. Stern School of Business 1981 — 1984
Master's degree, Finance, General
Rutgers University-New Brunswick
Bachelor of Arts (BA), Economics
Elham Makabi's Duff & Phelps, LLC Experience August 2006 - July 2010
Job Business Manager
Industry Nonprofit Organization Management
Experience
The Rabbi Jacob Pressman Academy April 2011 - Present
Duff & Phelps, LLC August 2006 - July 2010
Deloitte 2005 - 2006
CRC - USC Marshall School of Business 2003 - 2005
Education
University of Southern California
Bachelor of Science, Business Administration - General Financial Management
The Rabbi Jacob Pressman Academy April 2011 - Present
Duff & Phelps, LLC August 2006 - July 2010
Deloitte 2005 - 2006
CRC - USC Marshall School of Business 2003 - 2005
Education
University of Southern California
Bachelor of Science, Business Administration - General Financial Management
Marius Andreasen, CFA, MAI's Duff & Phelps, LLC Experience October 2005 - June 2007
Job Senior Managing Director at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield June 2007 - Present
Duff & Phelps, LLC October 2005 - June 2007
Standard & Poors - Corporate Value Consulting June 2002 - October 2005
Arthur Andersen LLP July 2000 - June 2002
Skills
Valuation, Purchase Price..., Real Estate, Appraisals, Shopping Centers, Financial Modeling, DCF, Financial Analysis, Mergers, Real Estate Investment, Corporate Finance, Transaction, Business Valuation, Financial Reporting, Equities, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Investment Properties, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Finance / Real Estate
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance / Real Estate
Cushman & Wakefield June 2007 - Present
Duff & Phelps, LLC October 2005 - June 2007
Standard & Poors - Corporate Value Consulting June 2002 - October 2005
Arthur Andersen LLP July 2000 - June 2002
Skills
Valuation, Purchase Price..., Real Estate, Appraisals, Shopping Centers, Financial Modeling, DCF, Financial Analysis, Mergers, Real Estate Investment, Corporate Finance, Transaction, Business Valuation, Financial Reporting, Equities, Mergers & Acquisitions, Real Estate Economics, Due Diligence, Investment Properties, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Finance / Real Estate
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance / Real Estate
Tom Passarella's Duff & Phelps, LLC Experience October 2005 - Present
Job Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC October 2005 - Present
Education
John Carroll University
Duff & Phelps, LLC October 2005 - Present
Education
John Carroll University
James Devinney's Duff & Phelps, LLC Experience December 2004 - November 2007
Job Senior Manager at KPMG, LLP
Industry Real Estate
Experience
KPMG, LLP December 2010 - Present
Cushman & Wakefield June 2008 - December 2010
Duff & Phelps, LLC December 2004 - November 2007
Skills
Underwriting, Capital Markets, Strategic Planning, Mergers & Acquisitions, Private Equity, Business Valuation, Investment Properties, Valuation, Financial Modeling
Education
Texas A&M University - Mays Business School 2002 — 2004
Oklahoma State University 2000 — 2002
MBA
KPMG, LLP December 2010 - Present
Cushman & Wakefield June 2008 - December 2010
Duff & Phelps, LLC December 2004 - November 2007
Skills
Underwriting, Capital Markets, Strategic Planning, Mergers & Acquisitions, Private Equity, Business Valuation, Investment Properties, Valuation, Financial Modeling
Education
Texas A&M University - Mays Business School 2002 — 2004
Oklahoma State University 2000 — 2002
MBA
Kristin McGrath, MAI's Duff & Phelps, LLC Experience February 2007 - April 2009
Job Vice President at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps September 2012 - Present
Duff & Phelps April 2009 - September 2012
Duff & Phelps, LLC February 2007 - April 2009
Skills
Financial Modeling, Valuation, Appraisals, DCF, Equity Valuation, Business Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Private Equity, Investment Banking, Investments, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Finance
Duff & Phelps September 2012 - Present
Duff & Phelps April 2009 - September 2012
Duff & Phelps, LLC February 2007 - April 2009
Skills
Financial Modeling, Valuation, Appraisals, DCF, Equity Valuation, Business Valuation, Due Diligence, Corporate Finance, Real Estate Economics, Private Equity, Investment Banking, Investments, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Finance
Steve Pejza's Duff & Phelps, LLC Experience October 2004 - May 2009
Job Appraiser at CB Richard Ellis
Industry Real Estate
Experience
CB Richard Ellis January 2010 - Present
Duff & Phelps, LLC October 2004 - May 2009
Duff & Phelps / Standard & Poor's October 2004 - May 2009
PricewaterhouseCoopers February 2004 - September 2004
Cushman & Wakefield September 2001 - January 2004
Skills
Valuation, Real Estate, Appraisals, Commercial Real Estate, Business Valuation, Shopping Centers, Real Estate Economics, Property, Analysis, Real Estate Transactions, Investment Properties, Location Intelligence
Education
Georgia Institute of Technology 1996 — 1998
MCP, Urban Planning
Indiana University Bloomington 1990 — 1994
Bachelor of Science (B.S.), Environmental Science
CB Richard Ellis January 2010 - Present
Duff & Phelps, LLC October 2004 - May 2009
Duff & Phelps / Standard & Poor's October 2004 - May 2009
PricewaterhouseCoopers February 2004 - September 2004
Cushman & Wakefield September 2001 - January 2004
Skills
Valuation, Real Estate, Appraisals, Commercial Real Estate, Business Valuation, Shopping Centers, Real Estate Economics, Property, Analysis, Real Estate Transactions, Investment Properties, Location Intelligence
Education
Georgia Institute of Technology 1996 — 1998
MCP, Urban Planning
Indiana University Bloomington 1990 — 1994
Bachelor of Science (B.S.), Environmental Science
Eric Kim's Duff & Phelps, LLC Experience June 2006 - March 2008
Job Director of Acquisition Marketing at Lumos Labs (Lumosity)
Industry Internet
Experience
Lumos Labs (Lumosity) April 2015 - Present
Lumos Labs (Lumosity) June 2012 - March 2015
Symantec June 2009 - July 2011
Goldman Sachs March 2008 - June 2009
Duff & Phelps LLC June 2006 - March 2008
Skills
Financial Modeling, Valuation, Business Valuation, Corporate Finance, Financial Analysis
Education
NYU Stern School of Business 2011 — 2013
MBA
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lumos Labs (Lumosity) April 2015 - Present
Lumos Labs (Lumosity) June 2012 - March 2015
Symantec June 2009 - July 2011
Goldman Sachs March 2008 - June 2009
Duff & Phelps LLC June 2006 - March 2008
Skills
Financial Modeling, Valuation, Business Valuation, Corporate Finance, Financial Analysis
Education
NYU Stern School of Business 2011 — 2013
MBA
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Joshua Schainker, CFA's Duff & Phelps, LLC Experience August 2006 - January 2010
Job Associate at
Industry Financial Services
Experience
Houlihan Lokey, Inc January 2010 - Present
Duff & Phelps, LLC August 2006 - January 2010
Wells Fargo Real Estate Group June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investments, Due Diligence, Debt
Education
University of Pennsylvania 2002 — 2006
BA
University of Pennsylvania - The Wharton School 2002 — 2006
BS
Studies Abroad 2001 — 2002
Akiba 1998 — 2001
Yeshivat Har Etzion
Houlihan Lokey, Inc January 2010 - Present
Duff & Phelps, LLC August 2006 - January 2010
Wells Fargo Real Estate Group June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investments, Due Diligence, Debt
Education
University of Pennsylvania 2002 — 2006
BA
University of Pennsylvania - The Wharton School 2002 — 2006
BS
Studies Abroad 2001 — 2002
Akiba 1998 — 2001
Yeshivat Har Etzion
Case Lancaster's Duff & Phelps, LLC Experience March 2005 - May 2008
Job Manager at DTE Energy
Industry Utilities
Experience
DTE Energy 2008 - Present
Duff & Phelps, LLC March 2005 - May 2008
kmart corporation 2004 - 2005
Bank One 1999 - 2002
Skills
Valuation, Financial Analysis, Financial Modeling
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Michigan State University 1996 — 1999
B.A., Economics
William & Mary
DTE Energy 2008 - Present
Duff & Phelps, LLC March 2005 - May 2008
kmart corporation 2004 - 2005
Bank One 1999 - 2002
Skills
Valuation, Financial Analysis, Financial Modeling
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Michigan State University 1996 — 1999
B.A., Economics
William & Mary
Josh Benn's Duff & Phelps, LLC Experience March 2004 - Present
Job Global Head of Consumer, Retail, Food and Restaurants at Duff & Phelps, with expertise in middlemarket M&A
Industry Financial Services
Experience
Duff & Phelps, LLC March 2004 - Present
Stone Ridge Partners March 2001 - March 2004
Thomas Weisel Partners (Consumer Investment Banking Group) April 2000 - March 2001
KSL Recreation February 1999 - April 2000
Furman Selz LLC July 1996 - February 1999
Skills
Investment Banking, LBO, Due Diligence, Private Equity, Business Valuation, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Venture Capital, Equities, Buyouts, Investments, Private Placements, Divestitures, Recapitalizations, Mergers & Acquisitions, Capital Raising, Consumer Products, Retail, Restaurants, Food & Beverage, Leveraged Finance, M&A experience
Education
Dartmouth College 1992 — 1996
Duff & Phelps, LLC March 2004 - Present
Stone Ridge Partners March 2001 - March 2004
Thomas Weisel Partners (Consumer Investment Banking Group) April 2000 - March 2001
KSL Recreation February 1999 - April 2000
Furman Selz LLC July 1996 - February 1999
Skills
Investment Banking, LBO, Due Diligence, Private Equity, Business Valuation, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Venture Capital, Equities, Buyouts, Investments, Private Placements, Divestitures, Recapitalizations, Mergers & Acquisitions, Capital Raising, Consumer Products, Retail, Restaurants, Food & Beverage, Leveraged Finance, M&A experience
Education
Dartmouth College 1992 — 1996
Marilyn Heraty's Duff & Phelps, LLC Experience July 2013 - Present
Job Vice President, Information Services at Duff & Phelps LLC
Industry Legal Services
Experience
Duff & Phelps LLC July 2013 - Present
Duff & Phelps LLC - Assignment for TRAK Records and Library November 2012 - Present
Baker & McKenzie LLP March 2003 - February 2011
Jones Lang LaSalle 1979 - 2001
Skills
Library, Library Science, Library Management, Legal Research, Collection Development, Social Media, Cataloging, Electronic Resources, Teaching
Education
Dominican University 1973 — 1974
Teaching Certificate, Secondary Education
DePaul University
BA, English Literature
Duff & Phelps LLC July 2013 - Present
Duff & Phelps LLC - Assignment for TRAK Records and Library November 2012 - Present
Baker & McKenzie LLP March 2003 - February 2011
Jones Lang LaSalle 1979 - 2001
Skills
Library, Library Science, Library Management, Legal Research, Collection Development, Social Media, Cataloging, Electronic Resources, Teaching
Education
Dominican University 1973 — 1974
Teaching Certificate, Secondary Education
DePaul University
BA, English Literature
Alec Gurwitz, CPA, CFA's Duff & Phelps, LLC Experience December 2007 - November 2010
Job Vice President, Finance at Exigen Insurance Solutions, Inc.
Industry Financial Services
Experience
EIS Group February 2012 - Present
Exigen Capital November 2010 - February 2012
Duff & Phelps LLC December 2007 - November 2010
PricewaterhouseCoopers LLC 2005 - 2007
Deloitte & Touche September 2002 - April 2005
Arthur Andersen LLC July 2000 - July 2002
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Start-ups, Venture Capital, Due Diligence, Finance, IPO, Accounting, SaaS, Strategy, Valuation, Auditing, Corporate Finance, Corporate Development, Financial Analysis, Management, Leadership
Education
San Francisco State University 1996 — 2000
Bachelor of Science in Business Administration, Accounting and Finance
EIS Group February 2012 - Present
Exigen Capital November 2010 - February 2012
Duff & Phelps LLC December 2007 - November 2010
PricewaterhouseCoopers LLC 2005 - 2007
Deloitte & Touche September 2002 - April 2005
Arthur Andersen LLC July 2000 - July 2002
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Start-ups, Venture Capital, Due Diligence, Finance, IPO, Accounting, SaaS, Strategy, Valuation, Auditing, Corporate Finance, Corporate Development, Financial Analysis, Management, Leadership
Education
San Francisco State University 1996 — 2000
Bachelor of Science in Business Administration, Accounting and Finance
Lara Beverly's Duff & Phelps, LLC Experience April 2006 - August 2007
Job
Industry Retail
Experience
HEB January 2011 - Present
Deloitte August 2007 - January 2011
Duff & Phelps, LLC April 2006 - August 2007
Avail Consulting, LLC May 2003 - April 2006
Skills
Fixed Asset Management, Financial Analysis, Valuation, Financial Modeling, Mergers, Business Valuation, Due Diligence, Financial Reporting, Data Analysis, Market Analysis, Business Analysis, Strategic Planning, Business Strategy, Business Planning, Business Process..., Financial Accounting, Project Management, Forecasting, Change Management, Purchase Price..., Management Consulting, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance/Architectural Engineering
HEB January 2011 - Present
Deloitte August 2007 - January 2011
Duff & Phelps, LLC April 2006 - August 2007
Avail Consulting, LLC May 2003 - April 2006
Skills
Fixed Asset Management, Financial Analysis, Valuation, Financial Modeling, Mergers, Business Valuation, Due Diligence, Financial Reporting, Data Analysis, Market Analysis, Business Analysis, Strategic Planning, Business Strategy, Business Planning, Business Process..., Financial Accounting, Project Management, Forecasting, Change Management, Purchase Price..., Management Consulting, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance/Architectural Engineering
Michelle (Sze) Curtis's Duff & Phelps, LLC Experience July 2007 - March 2010
Job People Programs at Google
Industry Human Resources
Experience
Google June 2012 - Present
Google March 2010 - June 2012
Duff & Phelps, LLC July 2007 - March 2010
Merrill Lynch June 2006 - September 2006
The California Aggie June 2005 - June 2006
The California Aggie September 2004 - June 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Financial Modeling, Management, Microsoft Excel
Education
University of California, Davis
B.S., Managerial Economics
Google June 2012 - Present
Google March 2010 - June 2012
Duff & Phelps, LLC July 2007 - March 2010
Merrill Lynch June 2006 - September 2006
The California Aggie June 2005 - June 2006
The California Aggie September 2004 - June 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Human Resources, Talent Management, Financial Modeling, Management, Microsoft Excel
Education
University of California, Davis
B.S., Managerial Economics
Cherin Mooradian's Duff & Phelps, LLC Experience Senior Vice PresidentMarshall & Stevens, IncOctober 1997 - February 2007
Job Director at Duff & Phelps, LLC
Industry Real Estate
Experience
Duff & Phelps, LLC Senior Vice PresidentMarshall & Stevens, IncOctober 1997 - February 2007
Education
Drexel University
Duff & Phelps, LLC Senior Vice PresidentMarshall & Stevens, IncOctober 1997 - February 2007
Education
Drexel University
Chris Franzek's Duff & Phelps, LLC Experience October 2005 - Present
Job Managing Director at Duff & Phelps LLC
Industry Financial Services
Experience
Duff & Phelps LLC October 2005 - Present
BearingPoint 1998 - 2005
KPMG 1998 - 2001
Price Waterhouse May 1993 - August 1998
Skills
Business Valuation, Valuation, Hedge Funds, Portfolio Management, Private Equity, Securities, Alternative Investments, Financial Modeling, Investment Banking, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
University of Rochester 1986 — 1990
BA, Economics
Duff & Phelps LLC October 2005 - Present
BearingPoint 1998 - 2005
KPMG 1998 - 2001
Price Waterhouse May 1993 - August 1998
Skills
Business Valuation, Valuation, Hedge Funds, Portfolio Management, Private Equity, Securities, Alternative Investments, Financial Modeling, Investment Banking, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA, Finance
University of Rochester 1986 — 1990
BA, Economics
Thomas Peck's Duff & Phelps, LLC Experience 2005 - 2013
Job Director at PwC
Industry Venture Capital & Private Equity
Experience
PwC November 2014 - Present
Rehmann May 2013 - October 2014
Duff & Phelps, LLC 2005 - 2013
Standard & Poor's Corporate Value Consulting 2001 - 2005
Skills
Business Valuation, Valuation, Portfolio Management, Private Equity, Hedge Funds, Restructuring, Intangible Assets, Financial Modeling, Corporate Finance, Alternative Investments, Purchase Price..., Financial Analysis, Equity Valuation, Impairment Testing, DCF, Expert Witness, Cash Flow Forecasting, Investments, Mergers & Acquisitions, Derivatives, Fixed Income Analysis, Team Leadership, Management, Client Relations Skills, Intellectual Property
Education
University of Michigan 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance
Amherst College 1980 — 1984
Bachelor of Arts (B.A.), Mathematics and Economics
PwC November 2014 - Present
Rehmann May 2013 - October 2014
Duff & Phelps, LLC 2005 - 2013
Standard & Poor's Corporate Value Consulting 2001 - 2005
Skills
Business Valuation, Valuation, Portfolio Management, Private Equity, Hedge Funds, Restructuring, Intangible Assets, Financial Modeling, Corporate Finance, Alternative Investments, Purchase Price..., Financial Analysis, Equity Valuation, Impairment Testing, DCF, Expert Witness, Cash Flow Forecasting, Investments, Mergers & Acquisitions, Derivatives, Fixed Income Analysis, Team Leadership, Management, Client Relations Skills, Intellectual Property
Education
University of Michigan 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance
Amherst College 1980 — 1984
Bachelor of Arts (B.A.), Mathematics and Economics
Douglas Peterson, CFA's Duff & Phelps, LLC Experience 2001 - 2007
Job Managing Director at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation June 2015 - Present
Valuation Research Corporation April 2007 - May 2015
Duff & Phelps, LLC 2001 - 2007
KPMG June 1998 - August 2001
The Coca-Cola Company May 1997 - May 1998
Oil-Dri Corporation of America July 1994 - July 1996
Oil-Dri Corporation of America January 1993 - June 1994
Skills
Fairness Opinions, Business Valuation, Valuation, Financial Modeling, Mergers, Private Equity, 409A, Financial Analysis, Corporate Finance, Financial Services, Investments, Solvency, Financial Reporting, ESOP, DCF, Hedge Funds, Mergers & Acquisitions, Securities
Education
Emory University - Goizueta Business School 1996 — 1998
MBA, Finance and Strategy
Wittenberg University 1988 — 1992
BA, English, History
New Trier High School
Valuation Research Corporation June 2015 - Present
Valuation Research Corporation April 2007 - May 2015
Duff & Phelps, LLC 2001 - 2007
KPMG June 1998 - August 2001
The Coca-Cola Company May 1997 - May 1998
Oil-Dri Corporation of America July 1994 - July 1996
Oil-Dri Corporation of America January 1993 - June 1994
Skills
Fairness Opinions, Business Valuation, Valuation, Financial Modeling, Mergers, Private Equity, 409A, Financial Analysis, Corporate Finance, Financial Services, Investments, Solvency, Financial Reporting, ESOP, DCF, Hedge Funds, Mergers & Acquisitions, Securities
Education
Emory University - Goizueta Business School 1996 — 1998
MBA, Finance and Strategy
Wittenberg University 1988 — 1992
BA, English, History
New Trier High School
Toby Reese's Duff & Phelps, LLC Experience October 2007 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Utilities
Experience
Duff & Phelps, LLC October 2007 - Present
Rash & Associates June 2000 - September 2007
APSC 1989 - 2000
Skills
Property Tax, Cost of Capital, Valuation, Purchase Price..., Cost Of Capital, DCF, Business Valuation, Appraisals, Personal Property, Financial Modeling, Fixed Assets, Litigation Support, Due Diligence, Financial Analysis, GAAP, Tax Research, Income Tax, Mergers & Acquisitions, Tax Advisory
Education
Hendrix College
University of Central Arkansas
Duff & Phelps, LLC October 2007 - Present
Rash & Associates June 2000 - September 2007
APSC 1989 - 2000
Skills
Property Tax, Cost of Capital, Valuation, Purchase Price..., Cost Of Capital, DCF, Business Valuation, Appraisals, Personal Property, Financial Modeling, Fixed Assets, Litigation Support, Due Diligence, Financial Analysis, GAAP, Tax Research, Income Tax, Mergers & Acquisitions, Tax Advisory
Education
Hendrix College
University of Central Arkansas
Michael Tebbe's Duff & Phelps, LLC Experience 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
Kevin Apor's Duff & Phelps, LLC Experience 2006 - 2008
Job Vista Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty October 2010 - Present
Apor Properties LLC 1992 - Present
Duff & Phelps, LLC 2006 - 2008
Joseph J. Blake & Assoc. 1992 - 2000
Skills
Real Estate, Investment Properties, Valuation, Appraisals, Commercial Real Estate, Due Diligence, Residential Homes, Loans, Portfolio Management, Real Estate Transactions, Real Estate Development
Education
University of Southern California 1987 — 1991
BS, Business
Sotheby's International Realty October 2010 - Present
Apor Properties LLC 1992 - Present
Duff & Phelps, LLC 2006 - 2008
Joseph J. Blake & Assoc. 1992 - 2000
Skills
Real Estate, Investment Properties, Valuation, Appraisals, Commercial Real Estate, Due Diligence, Residential Homes, Loans, Portfolio Management, Real Estate Transactions, Real Estate Development
Education
University of Southern California 1987 — 1991
BS, Business
Nathan Levin's Duff & Phelps, LLC Experience 2005 - Present
Job Managing Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers LLP 1989 - 2001
Skills
Business Valuation, Valuation, Equity Derivatives, Convertible Bonds, Financial Modeling, Equity Valuation, DCF, Private Equity, Corporate Finance, LBO, Tax, Finance, Due Diligence, Purchase Price..., Mergers & Acquisitions, M&A experience, Restructuring, Intangible Assets, Financial Structuring, IPO, Fairness Opinions
Education
Boston University - School of Management
MBA
Northwestern University
Duff & Phelps, LLC 2005 - Present
Standard & Poor's Corporate Value Consulting 2001 - 2005
PricewaterhouseCoopers LLP 1989 - 2001
Skills
Business Valuation, Valuation, Equity Derivatives, Convertible Bonds, Financial Modeling, Equity Valuation, DCF, Private Equity, Corporate Finance, LBO, Tax, Finance, Due Diligence, Purchase Price..., Mergers & Acquisitions, M&A experience, Restructuring, Intangible Assets, Financial Structuring, IPO, Fairness Opinions
Education
Boston University - School of Management
MBA
Northwestern University
Truett Marshall, CFA's Duff & Phelps, LLC Experience July 2004 - June 2008
Job The New Teacher Project
Industry Nonprofit Organization Management
Experience
TNTP January 2013 - May 2014
Ernst & Young June 2011 - January 2013
SunTrust Robinson Humphrey September 2010 - May 2011
Duke University - Fuqua School of Business August 2008 - May 2010
Expression Analysis June 2009 - August 2009
Duff & Phelps, LLC July 2004 - June 2008
Florida State Board of Administration June 1999 - August 1999
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Finance, Strategy, Business Valuation, Business Planning, Competitive Analysis, Entrepreneurship, Start-ups, Market Research, Social Entrepreneurship, Investments, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
Entrepreneurship & Innovation and Social Entrepreneurship
University of Florida 2000 — 2004
Bachelors, Finance, International Relations
TNTP January 2013 - May 2014
Ernst & Young June 2011 - January 2013
SunTrust Robinson Humphrey September 2010 - May 2011
Duke University - Fuqua School of Business August 2008 - May 2010
Expression Analysis June 2009 - August 2009
Duff & Phelps, LLC July 2004 - June 2008
Florida State Board of Administration June 1999 - August 1999
Skills
Valuation, Financial Modeling, Financial Analysis, DCF, Finance, Strategy, Business Valuation, Business Planning, Competitive Analysis, Entrepreneurship, Start-ups, Market Research, Social Entrepreneurship, Investments, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
Entrepreneurship & Innovation and Social Entrepreneurship
University of Florida 2000 — 2004
Bachelors, Finance, International Relations
Shlomo Lang, ASA's Duff & Phelps, LLC Experience 2008 - 2010
Job
Industry Financial Services
Experience
Animated Storyboards, Ltd. 2010 - 2011
Duff & Phelps, LLC 2008 - 2010
PricewaterhouseCoopers, LLP 2006 - 2008
Ernst & Young LLP 2004 - 2006
American Appraisal Associates 1999 - 2004
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting, Finance
Tel Aviv University
MA, Economics
Animated Storyboards, Ltd. 2010 - 2011
Duff & Phelps, LLC 2008 - 2010
PricewaterhouseCoopers, LLP 2006 - 2008
Ernst & Young LLP 2004 - 2006
American Appraisal Associates 1999 - 2004
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting, Finance
Tel Aviv University
MA, Economics
Daniel Zuber's Duff & Phelps, LLC Experience November 2008 - February 2010
Job Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown March 2014 - Present
Walsh & Borresen October 2010 - Present
Ingersoll Rand February 2010 - October 2010
Duff & Phelps, LLC November 2008 - February 2010
The Sziklay Borresen Group, LLC 2006 - 2008
Skills
US GAAP, Tax Accounting, Transfer Pricing, Tax Advisory, International Tax, Corporate Tax, Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor's Degree, Accounting
St. Peter's Prep
WithumSmith+Brown March 2014 - Present
Walsh & Borresen October 2010 - Present
Ingersoll Rand February 2010 - October 2010
Duff & Phelps, LLC November 2008 - February 2010
The Sziklay Borresen Group, LLC 2006 - 2008
Skills
US GAAP, Tax Accounting, Transfer Pricing, Tax Advisory, International Tax, Corporate Tax, Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2002 — 2006
Bachelor's Degree, Accounting
St. Peter's Prep
Fred Kaes's Duff & Phelps, LLC Experience February 2002 - November 2012
Job Senior Consultant
Industry Legal Services
Experience
Bickel & Brewer October 2012 - Present
Duff & Phelps, LLC February 2002 - November 2012
Skills
Chartered Financial..., Certified Management...
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration degree with a, finance.Finance
Montclair State University 1988 — 1993
Bachelor of Science, with; accounting
Bickel & Brewer October 2012 - Present
Duff & Phelps, LLC February 2002 - November 2012
Skills
Chartered Financial..., Certified Management...
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration degree with a, finance.Finance
Montclair State University 1988 — 1993
Bachelor of Science, with; accounting
Jennifer Culp's Duff & Phelps, LLC Experience June 1996 - May 2006
Job Benefits & Wellness
Industry Human Resources
Experience
Schiff Hardin, LLP November 2008 - April 2013
Associates in Sleep Medicine May 2006 - December 2007
Duff & Phelps, LLC June 1996 - May 2006
Duff & Phelps July 1988 - May 2006
Duff & Phelps Corporation May 1989 - June 1996
Phelps Corporation July 1988 - April 1989
MONY Financial Services April 1986 - July 1988
Skills
Mergers, Employee Benefits, Human Resources, Training, Onboarding, Mergers & Acquisitions, New Hire Orientations, Payroll, HRIS
Education
DePaul University
Liberal Arts
American Professional Bartending School
Schiff Hardin, LLP November 2008 - April 2013
Associates in Sleep Medicine May 2006 - December 2007
Duff & Phelps, LLC June 1996 - May 2006
Duff & Phelps July 1988 - May 2006
Duff & Phelps Corporation May 1989 - June 1996
Phelps Corporation July 1988 - April 1989
MONY Financial Services April 1986 - July 1988
Skills
Mergers, Employee Benefits, Human Resources, Training, Onboarding, Mergers & Acquisitions, New Hire Orientations, Payroll, HRIS
Education
DePaul University
Liberal Arts
American Professional Bartending School
RBC Capital Markets
Duff & Phelps
Needham & Company
AgFirst Farm Credit Bank
Farm Credit Bank of Texas
GreatAmerica Financial Services
GreatAmerica Leasing
Royal Bank of Canada Capital Markets