Evergreen Advisors

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Evergreen Advisors Employees

Employee
Years
Job
Industry
Gregory Ricci Gregory Ricci Towson, Maryland Details
Gregory Ricci's Evergreen Advisors Experience September 2005 - December 2007
Job Treasury Manager at Johns Hopkins University
Industry Higher Education
Experience
Johns Hopkins University  January 2008 - Present
Evergreen Advisors   September 2005 - December 2007
DLA Piper  August 2004 - June 2005
MICROS Systems Inc  March 2000 - July 2004
Deutsche Bank  December 1996 - March 2000

Skills
Analysis, Financial Analysis, Corporate Finance, Financial Modeling, Cash Management, Banking, Debt Management, Data Analysis, Teamwork, Accounting, Forecasting, Budgets, Statistics, Valuation, Strategic Planning, Risk Management, Auditing, Project Management, PowerPoint, Research, Portfolio Management, Higher Education, Mergers & Acquisitions, FX Swaps, Stock Trading

Education
Towson University   1998 — 1998
Accounting and Finance

College of Norte Dame of Maryland   1996 — 1998
Accounting and Finance

University of Tampa   1984 — 1988
Bachelor of Science (BS), Business Administration and Management, General

Paul Silber Paul Silber Baltimore, Maryland Area Details
Paul Silber's Evergreen Advisors Experience September 2008 - Present
Job Principal, Blu Venture Investors
Industry Venture Capital & Private Equity
Experience
Blu Venture Investors, LLC  March 2010 - Present
Baltimore Angels   2013 - Present
Evergreen Advisors   September 2008 - Present
Pathsensors, Inc.   December 2010 - Present
LKC Technologies   2014 - Present
Biotechnical Institute of Maryland   2006 - Present
Open Society Institute  2008 - Present
UMBC Business Advisory Board   June 2007 - Present
Silber Associates LLC   May 2006 - Present
UMBC Activate program   2005 - August 2012

Skills
Lifesciences, Strategic Planning, Negotiation, Biotechnology, Technology Transfer, Commercialization, Start-ups, Angel Investing, Business Strategy, Entrepreneurship, Business Planning, Management, Leadership, Due Diligence, Team Leadership, Public Speaking, Nonprofits, Mergers & Acquisitions, Executive Management, Cross-functional Team..., Product Development, Venture Capital, Program Management, Strategy, R&D, Biopharmaceuticals, Business Development, Competitive Analysis, Strategic Partnerships, Corporate Development, Product Management, Change Management, Small Business, Contract Negotiation, Team Building, Analysis, Management Consulting, Marketing, Finance, Strategic Consulting, Licensing, Consulting, Investments, New Business Development, Market Research, Medical Devices, Patents, Pharmaceutical Industry, Proposal Writing, Drug Discovery

Education
University of Arizona   1982 — 1986
PhD, Pharmacology & Toxicology

University of Alabama at Birmingham   1980 — 1982
MSPH, Public Health

Carleton College   1975 — 1979
BA, Biology

GBC Leadership   2010 — 2010

The Park School   1972 — 1975
HS Diploma, General

William O'Donnell CPA/ABV William O'Donnell CPA/ABV Baltimore, Maryland Area Details
William O'Donnell CPA/ABV's Evergreen Advisors Experience September 2014 - Present
Job Senior Analyst at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   September 2014 - Present
Ellin & Tucker, Chartered   September 2013 - September 2014
Ellin & Tucker, Chartered   September 2011 - September 2013
Ellin & Tucker, Chartered   January 2011 - November 2011
Robert H. Smith School of Business  2006 - 2010
YMCA  May 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Accounting, CPA, GAAP, Valuation, Financial Reporting, Business Valuation, Auditing, Financial Statements

Education
Loyola Univeristy Maryland   2010 — 2011
Master of Business Administration (MBA)

University of Maryland College Park   2006 — 2010
B/S, Accounting

Shelley J. Lombardo Shelley J. Lombardo Baltimore, Maryland Area Details
Shelley J. Lombardo's Evergreen Advisors Experience November 2010 - Present
Job Chief Revenue Officer at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors   November 2010 - Present
XPX Maryland   September 2015 - Present
XPX Maryland   September 2014 - September 2015
SECU  June 2007 - November 2010
Provident Bank  October 2000 - June 2007
Central Carolina Bank  January 1997 - October 2000

Skills
Strategic Planning, Financial Analysis, Business Development, Mergers, Marketing, Investments, Risk Management, Financial Services, Credit, Finance, Retail Banking, Portfolio Management, Corporate Finance, Due Diligence, Business Analysis, Financial Modeling, Loans, Leadership, Analysis, Process Improvement, Strategy, Valuation, Executive Management, Start-ups, Venture Capital, Corporate Development, Investment Banking, Private Equity, Competitive Analysis, Entrepreneurship, Analytics

Education
University of Maryland University College   2006 — 2011
MBA

Graduate School of Retail Bank Management, University of Virginia   2001 — 2003

Greensboro College   1994 — 1997
B.A, English

Roderic Hodges Roderic Hodges Chicago, Illinois Details
Roderic Hodges's Evergreen Advisors Experience January 2012 - June 2013
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG  January 2015 - Present
Brunsfield International Group   July 2013 - December 2014
Evergreen Advisors   January 2012 - June 2013
Taylor-DeJongh  2011 - 2011
Anza Technologies   2010 - 2010
Jung Chul Language Institute   2008 - 2009
Corridor Coffee and Spices   2007 - 2008
Peace Corps  2005 - 2007

Education
The Johns Hopkins University - Carey Business School   2009 — 2011
MBA, Finance, 3.76/4.0, 730 GMAT

University of Hawaii at Manoa   1999 — 2003
BA, Psychology

Michael Slarve Michael Slarve Washington D.C. Metro Area Details
Michael Slarve's Evergreen Advisors Experience October 2014 - Present
Job Investment Banking Analyst at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors   October 2014 - Present
FI Consulting  August 2013 - October 2014
Brown Brothers Harriman  June 2012 - August 2012

Skills
Mergers & Acquisitions, Corporate Finance, Capital Raising, Investment Banking, Capital IQ, Financial Modeling, Valuation, Private Equity, Private Placements, M&A Advisory Services, Start-ups, Microsoft Excel, Financial Model..., Bloomberg Terminal, Data Analysis

Education
James Madison University   2009 — 2013
Bachelor of Business Administration (BBA), Major: Finance; Minor: Computer Information Systems

Lissa Murakami Lissa Murakami Washington, District Of Columbia Details
Lissa Murakami's Evergreen Advisors Experience July 2013 - July 2014
Job Financial Analyst at Chemonics
Industry International Trade and Development
Experience
Chemonics International  July 2014 - Present
Evergreen Advisors   July 2013 - July 2014
Robert H. Smith School of Business  January 2013 - May 2013
Private Portuguese and French Teacher   September 2009 - May 2013
Instituto Ethos   June 2012 - August 2012
American Enterprise Institute for Public Policy Research (AEI)   January 2012 - June 2012
Gramaco Granite & Marble   May 2008 - September 2010

Skills
Leadership, Research, Economics, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Corporate Finance, Team Leadership, French, Valuation, Teamwork, Public Speaking, Organizational Support, Management, Statistics, Spanish, Event Management, International..., Marketing, Bloomberg, Data Analysis, Access, Teaching, Business Writing, Stata, Press Releases, International Relations, Photoshop, Analysis, Microsoft PowerPoint, Illustrator, Business Valuation, Capital IQ, Corporate Social..., Sustainable Development, Bloomberg Terminal, Publisher, Quickbooks, Fair Value, Fair Market Value, 409A, DCF Valuation, Purchase Price..., TM1, Financial Forecasting, Corporate Budgeting

Education
University of Maryland College Park   2009 — 2013
Bachelor of Science in Finance and Bachelor of Arts in Economics, 3.90 - Cum Laude

Université de Nice-Sophia Antipolis   2011 — 2011
Diploma in Advanced Study of French Language (DAFL), French Language and Literature

River Hill High School   2005 — 2009

Jayme O'Donnell Jayme O'Donnell Chattanooga, Tennessee Details
Jayme O'Donnell's Evergreen Advisors Experience July 2009 - Present
Job Partner at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   July 2009 - Present
Let's Talk Money   July 2009 - Present
Evergreen Management   August 2006 - June 2009

Education
Georgia State University - J. Mack Robinson College of Business   2004 — 2006
MBA, Personal Financial Planning & Risk Management

University of Tennessee-Knoxville   2003 — 2004
MAcc - Masters of Accountancy, Taxation

University of Tennessee-Knoxville   1999 — 2003
BS, Finance

Jessica Stoehr Jessica Stoehr Baltimore, Maryland Area Details
Jessica Stoehr's Evergreen Advisors Experience March 2015 - Present
Job Marketing Coordinator at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   March 2015 - Present
Stoehr Companies, Inc.   September 2014 - February 2015
Walsingham Academy  August 2011 - May 2014
Stoehr Companies, Inc.   May 2012 - August 2012
Elizabeth Bailey Weddings and Events   May 2010 - May 2010

Skills
Time Management, Event Management, Event Planning, Leadership, Team Leadership, Teamwork, Organization, Efficiency, Superior Work Ethic, Marketing, Special Events..., Multi Tasking

Education
The College of William and Mary - The Mason School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Marketing with a concentration in Management & Organizational Leadership

St. Paul's School for Girls   2006 — 2010

Joseph Statter Joseph Statter Washington D.C. Metro Area Details
Joseph Statter's Evergreen Advisors Experience June 2011 - Present
Job Managing Director at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors   June 2011 - Present
iCore Networks  February 2008 - December 2011
CTB Group, Inc.   January 2010 - March 2011
Capitol Acquisition Corp.   February 2008 - December 2009
FBR  1998 - 2008
Arthur Andersen LLP  January 1993 - July 1998
Arthur Andersen LLP  September 1988 - January 1993

Skills
IPO, Telecommunications, Private Equity, Due Diligence, Corporate Development, Investment Banking, Mergers, Restructuring, Venture Capital, Corporate Finance, Business Development, Investments, Mergers & Acquisitions, Strategy, Private Placements, Start-ups, Finance, Financial Modeling, Financial Services, Valuation, New Business Development, Management, Financial Advisory, Entrepreneurship, Acquisitions, Leadership, Capital Raising, Financial Structuring, Divestitures, Financial Analysis, Executive Management, Business Valuation, M&A experience, Recapitalizations, Acquisition Integration, Investor Relations, SEC filings, LBO, Emerging Markets, Portfolio Management, Capital, Capital Markets, Auditing, Debt Restructuring, Leveraged Finance, Alternative Investments, Hedge Funds, Structured Finance, Equity Valuation

Education
University of Maryland College Park   1984 — 1988
B.S., Accounting

Pikesville High

Jeffery Chiles Jeffery Chiles Baltimore, Maryland Area Details
Jeffery Chiles's Evergreen Advisors Experience September 2010 - January 2011
Job Finance Operations Analyst
Industry Financial Services
Experience
Morgan Stanley  January 2013 - July 2013
Evergreen Advisors   September 2010 - January 2011

Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Finance, Leadership, Management, Microsoft Excel, Social Networking, Research, Analysis, Financial Modeling, Time Management, Trading, Business Analysis, Data Analysis, Social Media, Financial Reporting, Access

Education
Loyola University Maryland   2007 — 2011
Bachelor's Degree, Finance, General, U.S. Capital Markets, 3.63

C. Milton Wright High Schoool   2003 — 2007
High School, General Studies, 3.93 GPA

D.J. Palmer D.J. Palmer Baltimore, Maryland Area Details
D.J. Palmer's Evergreen Advisors Experience January 2015 - Present
Job Investment Banking Analyst at Evergreen Advisors
Industry Investment Banking
Experience
Evergreen Advisors   January 2015 - Present
PwC  June 2011 - December 2014
PwC  January 2010 - June 2011
Deloitte  May 2009 - January 2010
BearingPoint  August 2008 - May 2009

Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Management Consulting, Accounting, Internal Controls, Business Process..., Risk Management, Auditing, Program Management, Change Management, Investment Management, Private Equity, Derivatives, Alternative Investments, Equities, Business Valuation, Equity Research, Equity Valuation, Financial Statement..., US GAAP reporting, FASB, Fixed Income, Investment Portfolios, APV, DCF Valuation, FAS, Cash Flow Forecasting, Purchase Price..., Alternative Assets, Ibbotson, Relative Value, Fundamental Analysis, Corporate Governance, Equity Trading, Equity Capital Markets, Hedge Funds, Financial Forecasting, Economic Research, Financial Statements, Capital IQ, VBA, Excel Models, MS Excel Pivot Tables, Investment Banking

Education
Towson University   2010 — 2014
Masters in Business Administration, Specialization in Finance

University of Baltimore   2010 — 2014
Masters in Business Administration, Specialization in Finance

Longwood University   2004 — 2008
Bachelors in Business Administration, Specialization in Finance

Investment Banking Institute   2014 — 2014
One Month Intensive Investment Banking Program

Andrew Dorsey Andrew Dorsey Baltimore, Maryland Area Details
Andrew Dorsey's Evergreen Advisors Experience February 2015 - July 2015
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2015 - Present
Evergreen Advisors   February 2015 - July 2015
KPMG US  June 2014 - August 2014
Invotex  May 2013 - August 2013

Skills
Microsoft Office, Team Leadership, Teamwork, Motivation, Diversity, Work Ethic, Accounting, Persistence, Friendly Personality, Charismatic Leadership, Financial Analysis, Financial Accounting, PowerPoint, Microsoft Word, Microsoft Excel, Critical Thinking, Tax

Education
Messiah College   2012 — 2015
Bachelor's degree, Accounting

Gretchen Stelger Gretchen Stelger Baltimore, Maryland Area Details
Gretchen Stelger's Evergreen Advisors Experience April 2015 - Present
Job Finance Manager at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   April 2015 - Present
Star Global Ventures   June 2014 - February 2015
Landivar & Associates   March 2011 - June 2014
Doyle Systems, LLC   February 2011 - September 2011
Drake, Inc.   March 2010 - January 2011
The Kane Company  January 1998 - March 2009
CORT  May 1987 - December 1997

Skills
Microsoft Office, Customer Service, Strategic Planning, Team Building, Outlook, Accounting, Supervisory Skills, Editing, Accounts Receivable, Microsoft Excel, Invoicing, Microsoft Word, QuickBooks, Account Management, Employee Relations, Business Development, Contract Management, Customer Satisfaction, Project Management, Contract Negotiation, Sales, Coaching, Analysis, Time Management, Management, Purchasing, Event Planning, Leadership, Project Planning, Financial Analysis, Inventory Management, Process Scheduler, Process Improvement, Move Management, Human Resources, Negotiation, Budgets, Payroll, Operations Management, Training, Access, Logistics, Forecasting, Transportation, Facilities Management, Program Management, Hiring, Recruiting, Government, New Business Development

Education
University of North Carolina at Chapel Hill   1979 — 1982
English / Political Science

Stefan Iacono Stefan Iacono Cockeysville, Maryland Details
Stefan Iacono's Evergreen Advisors Experience January 2014 - Present
Job Valuation Intern at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   January 2014 - Present
Nomura Securities  2013 - 2013

Skills
Microsoft Excel, Stock Trading, Bloomberg Software, Reuters 3000, Visio, Access

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science, Finance and Accounting, Finance, Accounting

Donni Engelhart, CFA, CVA Donni Engelhart, CFA, CVA Baltimore, Maryland Area Details
Donni Engelhart, CFA, CVA's Evergreen Advisors Experience December 2010 - October 2013
Job Senior Manager at Tucker & Meltzer LLC
Industry Financial Services
Experience
Tucker & Meltzer LLC   October 2013 - Present
Evergreen Advisors   December 2010 - October 2013
Evergreen Advisors   April 2010 - December 2010
Evergreen Advisors   June 2007 - April 2010
Valuation Services, Inc.   June 2006 - August 2006
Fannie Mae  May 2005 - August 2005

Skills
Fair Market Value, Fair Value, Purchase Price..., Goodwill Impairment, 409A, ESOP, DCF Valuation, Solvency Opinions

Education
University of Maryland - Robert H. Smith School of Business   2003 — 2007
Bachelor of Science, Finance

Greg Huff Greg Huff Baltimore, Maryland Area Details
Greg Huff's Evergreen Advisors Experience 2006 - Present
Job Partner at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   2006 - Present
Govans Ecumenical Development Corporation   2002 - 2011
CoreStates Capital Markets  1987 - 1997
Mercantile-Safe Deposit & Trust Company  1977 - 1987

Skills
Mergers, Valuation, Corporate Finance, Strategic Planning, Financial Analysis, Due Diligence, Investments, Business Valuation, Private Equity, Financial Modeling, Investment Banking, Start-ups

Education
University of Maryland Francis King Carey School of Law   1974 — 1977
J.D.

Harvard University   1968 — 1972
A.B., Social Psychology

Kathy Ahrens Kathy Ahrens Columbia, Maryland Details
Kathy Ahrens's Evergreen Advisors Experience October 2008 - April 2015
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty Centre  November 2009 - Present
Evergreen Advisors   October 2008 - April 2015
Legends Title Group, LLC   January 2010 - May 2012
Par Realty Group, LLC   July 2006 - October 2009
Howard County General Hospital  March 1991 - September 2001
Marriott International  March 1989 - October 1990

Skills
Real Estate, Strategic Planning, Real Estate Transactions, First Time Home Buyers, Investment Properties, Microsoft Office, Marketing, Short Sales, Financial Analysis, Sellers, Sales, Investments, Negotiation, Relocation, Residential Homes, Selling

Education
University of Maryland College Park   1983 — 1987
B.S., Community Nutrition

Gerald Roy Gerald Roy Washington D.C. Metro Area Details
Gerald Roy's Evergreen Advisors Experience September 2015 - Present
Job Vice President at Evergreen Advisors
Industry Financial Services
Experience
Evergreen Advisors   September 2015 - Present
Curb (App)   March 2012 - September 2015
M3 USA  November 2009 - March 2012
BSI  July 2008 - November 2009
Media Cybernetics  June 2004 - June 2008
NTT / Verio  January 1998 - June 2004
Servicetech, inc   1996 - 1998

Skills
Finance, Start-ups, Financial Analysis, Financial Reporting, Strategic Planning, Business Development, Forecasting, Management, Product Management, Sarbanes-Oxley Act, Accounting, Financial Accounting, Internal Controls, Strategy, Mergers & Acquisitions, Entrepreneurship, GAAP, General Ledger, New Business Development, Leadership, Budgets, Due Diligence, Business Planning, Cash Flow, Payroll, Revenue Recognition, FRx, Financial Systems, SEC filings, Cash Flow Forecasting, Executive Management, Consolidation, Auditing, Analysis, Budgeting, Business Strategy, Financial Modeling

Education
McMaster University   1990 — 1994
Bachelor’s Degree, Accounting and Finance

Alex Weinstein Alex Weinstein Memphis, Tennessee Details
Alex Weinstein's Evergreen Advisors Experience May 2014 - August 2014
Job Student at McIntire School of Commerce
Industry
Experience
Signal Hill Capital  June 2015 - August 2015
Evergreen Advisors   May 2014 - August 2014
Start Co  May 2013 - August 2013
The Juice Plus+ Company  May 2012 - August 2012

Education
McIntire School of Commerce   2012 — 2016
Bachelor of Science (B.S.) in Commerce, Finance Concentration

University of Virginia   2012 — 2016
Bachelor of Arts (B.A.), Financial Mathematics