FMV Opinions, Inc.
Industry: Company
DescriptionFounded: 1991 Parent organization: Stout Risius RossFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportFMV Opinions IncDirections Saved (0) Saved Save Professional services in New York City, New York Located in: Graybar Electric SupplyAddress: 420 Lexington Ave, New York, NY 10170 Phone: (212) 697-4378Category: : : Place name: Website: : Hours: : : : Category: Professional Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of FMV Opinions Inc Posting publicly on the Web Write a review Reviews Be the first to review
FMV Opinions, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FMV Opinions, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FMV Opinions, Inc. Employees
Uber September 2015 - Present
FMV Opinions, Inc. September 2015 - Present
Atalanta Capital June 2015 - September 2015
Associated Students of the University of California September 2014 - April 2015
Pacific Sunwear June 2014 - August 2014
Amritt, Inc June 2013 - September 2013
Office of Congresswoman Judy Chu June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Networking, Public Relations, Customer Service, Marketing, Social Media, Event Planning, Teamwork
Education
University of California, Berkeley 2014 — 2018
Bachelor's Degree, Business Administration
Gretchen Whitney High School 2008 — 2014
Permira August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Lazard December 2010 - May 2011
Morgan Keegan Technology Group August 2010 - November 2010
FMV Opinions, Inc. February 2010 - July 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Capital IQ, Financial Analysis, Business Valuation, Capital Markets
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
British International School, Jakarta 1998 — 2008
KPMG, LLP May 2014 - August 2014
FMV Opinions, Inc. December 2013 - April 2014
Young Entrepreneurs at Haas January 2012 - May 2013
The Supply June 2012 - August 2012
Skills
Microsoft Excel, Marketing, Microsoft Office, Community Outreach, Strategy, Fundraising, Nonprofits, Strategic Planning, Teaching, Sales, Data Analysis, PowerPoint, Research, Public Speaking, Event Planning, Social Media, Microsoft Word, Commercial Real Estate, DCF Valuation
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Universitat Pompeu Fabra 2015 — 2015
International Business Economics
Reitz & Morton July 2012 - Present
FMV Opinions, Inc. October 2007 - August 2012
Neal Reitz & Company January 2010 - July 2012
TricorBraun April 2007 - October 2007
FMV Opinions, Inc. March 2006 - April 2007
Wells Fargo Financial December 2005 - March 2006
Education
University of California, Irvine 2001 — 2005
BA, Economics
Excelsior Capital Partners, LLC September 2013 - Present
Janes Capital Partners July 2012 - September 2013
Wells Fargo Securities March 2011 - July 2012
PwC August 2010 - March 2011
FMV Opinions, Inc. 2007 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence, Mergers, Private Equity, Capital Markets, Bloomberg, Equities, Business Valuation, Venture Capital, Investments, Corporate Development, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master's degree, Accounting
University of Southern California - Marshall School of Business 2006 — 2008
B.S., Business Administration - Finance
FMV Opinions, Inc. June 2007 - July 2015
Homefield Financial March 2004 - April 2007
Skills
Mergers, Loans, Appraisals, Financial Advisory, Business Valuation, Finance, Valuation, Due Diligence, Real Estate, Investments, Investment Banking, Corporate Finance, Financial Analysis, Investment Properties, Private Equity, Financial Modeling, Mergers & Acquisitions, Equity Research, Marketing, Market Research, Venture Capital
Education
Riverside City College
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
University of California, Berkeley, Haas School of Business September 2014 - Present
RBC Capital Markets June 2015 - August 2015
StumbleUpon September 2014 - October 2014
FireEye, Inc. June 2014 - August 2014
FMV Opinions, Inc. January 2014 - May 2014
Baidu, Inc. June 2013 - August 2013
Baidu, Inc. June 2012 - August 2012
Skills
Leadership, Planning & Organizing..., Public Speaking, Microsoft Word, Editing, Research, Fundraising, Microsoft Excel, PowerPoint, Social Media, Blogging, Analysis, Social Media Marketing, Photoshop, Nonprofits, Microsoft Office, Teamwork
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
SHSID 2007 — 2012
International Baccalaureate Diploma
University of Redlands September 2014 - Present
Claremont Graduate University (School of Politics and Economics) December 2012 - Present
FMV Opinions, Inc. January 2014 - June 2014
Claremont Graduate University September 2013 - December 2013
Northrop Grumman Corporation July 2013 - September 2013
Mentors for Academic and Peer Support (MAPS) July 2011 - June 2012
City of Riverside June 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Stata, Research, Microsoft Excel, Microsoft Word, Data Analysis, Process Improvement, Training, Public Speaking, Negotiation, Teaching, Project Planning, Statistics, Finance, Risk Management, Nonprofits, Community Outreach, Forecasting, Editing, Higher Education
Education
Claremont Graduate University 2012 — 2017
Doctor of Philosophy (Ph.D.), Business and Financial Economics
University of California, Los Angeles 2008 — 2012
Bachelor of Science (B.S.), Mathematics/Economics
Rogers-Tate Financial Group December 2013 - Present
Brigham Young University March 2012 - December 2013
FMV Opinions, Inc. May 2013 - August 2013
Education
Brigham Young University - Marriott School of Management 2011 — 2013
Bachelor's degree, Finance, General
Brigham Young University - Idaho 2009 — 2010
Associates of Science, Finance
Union Bank 2012 - Present
FMV Opinions, Inc. 2011 - 2012
FactSet Research Systems 2006 - 2009
Rutberg & Company 2005 - 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Business Valuation, Equity Research, Industry Research
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of California, Berkeley
BA, Economics with High Honors Distinction
Hercules Technology Growth Capital June 2014 - Present
Hercules Technology Growth Capital October 2013 - June 2014
Hercules Technology Growth Capital April 2012 - September 2013
FMV Opinions, Inc. September 2011 - November 2011
Coram Clairfield September 2010 - December 2010
Udemy April 2010 - August 2010
Education
Santa Clara University - Leavey School of Business 2008 — 2012
B.A., Finance, Economics, Entrepreneurship, International Business
IES Barcelona 2010 — 2010
New Trier High School 2004 — 2008
Hamilton, Ricci & Associates July 2014 - Present
Integra Realty Resources October 2013 - May 2014
FMV Opinions, Inc. April 2012 - October 2013
Gap Inc. June 2011 - April 2012
Berkeley HeartLab, Inc. January 2011 - June 2011
Callan Associates October 2006 - November 2010
Fisher Investments July 2005 - October 2006
Skills
Excel, SQL, Analysis, Microsoft Excel, Microsoft Office, Data Analysis, PowerPoint, Financial Analysis, Valuation, Research, Microsoft Word, Project Management, Financial Modeling, Market Research, Asset Management, Investments, Management, Sales, Real Estate, Due Diligence
Education
University of California, Berkeley 2001 — 2005
Economics, Legal Studies
De La Salle High School 1997 — 2001
L.E.K. Consulting June 2013 - Present
FMV Opinions, Inc. June 2012 - August 2012
GSO Business Management, LLC June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Access, Financial Analysis, Research, Statistics, Social Media, VBA, Finance
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance, Technology Management; minor in Computer Science
Università Commerciale 'Luigi Bocconi' / Bocconi University 2011 — 2011
Finance - Study Abroad
Triage Consulting Group 2014 - Present
USC Center for Applied Molecular Medicine 2011 - 2014
47 Brand (Twins Enterprise) August 2011 - December 2013
Gap Medics May 2013 - July 2013
FMV Opinions, Inc. June 2011 - August 2011
Education
University of Southern California 2010 — 2014
Bachelor of Arts (B.A.), Biological Sciences Major, Business Administration Minor
Peritia Solutions October 2013 - Present
FMV Opinions, Inc. July 2011 - December 2013
Olympus Capital June 2010 - August 2010
Linkage Consultants and Developers June 2009 - August 2009
Edge Financial June 2008 - August 2008
Skills
Financial Modeling, Valuation, Business Analysis, Financial Analysis, Equity Research, DCF, PowerPoint, Business Valuation, Analysis, Capital IQ, Finance
Education
Indiana University - Kelley School of Business 2008 — 2011
Finance and Mathematics, Kelley School of Business
Karachi Grammar School 2000 — 2007
Goldman Sachs June 2015 - August 2015
Square October 2014 - December 2014
FMV Opinions, Inc. May 2014 - August 2014
Serent Capital January 2014 - May 2014
Canadian High Schools Model UN April 2010 - June 2012
Skills
Public Speaking, Debate, Leadership, Research, Organization, International Relations, Social Media, Event Management, public relations, Speech Writing, Policy Analysis, Public Policy, Nonprofits, English, Public Relations, Fundraising
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree, Business Administration
Crofton House School 2009 — 2010
Shanghai American School 2008 — 2009
FMV Opinions, Inc. September 2015 - Present
Voyager Consulting September 2014 - Present
California Association of Student Councils (CASC) June 2012 - Present
Perricone MD June 2015 - August 2015
Associated Students of the University of California September 2014 - May 2015
Brea Olinda Associated Student Body September 2012 - June 2014
California Association of Student Councils (CASC) 2013 - May 2014
Youth Leadership America September 2012 - February 2014
Senator Huff September 2013 - January 2014
Skills
Nonprofits, Program Development, Fundraising, Public Speaking, Event Planning, Social Media, Volunteer Management, Leadership Development, Research, Grant Writing, Event Management, Workshop Facilitation, Facebook, Leadership, Community Development, Teaching, Political Campaigns, Public Policy, Politics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis
Education
Brea Olinda High School 2012 — 2014
University of California, Berkeley
Economics South Asian Studies
Lockheed Martin January 2015 - Present
Skydeck Berkeley May 2014 - Present
FMV Opinions, Inc. May 2014 - August 2014
salesforce.com November 2013 - April 2014
Skills
Microsoft Excel, PowerPoint, Strategy, Public Speaking, Strategic Planning, Research, Financial Analysis, Valuation, Corporate Finance
Education
University of California, Berkeley 2013 — 2017
Bachelor's Degree
GGV Capital September 2015 - Present
University of California, Berkeley, Haas School of Business August 2015 - Present
Morgan Stanley June 2015 - August 2015
Apple May 2014 - August 2014
Bridge Street Advisors January 2014 - May 2014
FMV Opinions, Inc. August 2013 - December 2013
TechCrunch August 2013 - November 2013
Merrill Lynch May 2013 - August 2013
Skills
Microsoft Excel, Leadership, PowerPoint, Wealth Management, Microsoft Office, Communication, Customer Service, Asset Allocation, Microsoft Word, Research, Financial Advisory, Public Speaking, Community Outreach, Marketing Strategy, Portfolio Management, Valuation, Business Valuation, Financial Modeling, Financial Forecasting, Mobile Technology, FileMaker, Financial Analysis, Supply Chain, Logistics, Corporate Finance, Finance, Investment Banking, Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Junior
Troy High School 2008 — 2012
International Baccalaureate Diploma
salesforce.com September 2013 - Present
Keas February 2013 - September 2013
Bates White Economic Consulting June 2011 - August 2011
FMV Opinions, Inc. September 2010 - December 2010
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Computer Science
FMV Opinions, Inc. February 2013 - Present
Skills
Leases, Disposition, Corporate Real Estate, Appraisals, Location Intelligence, Brokerage, Commercial Real Estate, Real Estate Economics, Real Estate, Real Estate Development, Real Estate Transactions, Investment Properties, Commercial Real Estate..., Shopping Centers, Apartments, Land Development, Land Use Law, Property Law, Office Buildings
Education
Washington University in St. Louis
Doctor of Law (J.D.)
University of California, Riverside
Bachelor of Arts (B.A.), Political Science/Business Administration
Prologis April 2013 - Present
Oakley May 2012 - April 2013
Pristine Sun August 2011 - May 2012
FMV Opinions, Inc. March 2011 - August 2011
AGLA October 2009 - March 2011
Skills
Microsoft Excel, SAP, Analysis, PowerPoint, Word, Outlook, Microsoft Word, Customer Service, Research, Microsoft Office, Sales, Financial Reporting, Budgets, Management, Finance, Forecasting, Financial Analysis
Education
University of California, Irvine 2007 — 2011
BA, Business Economics; BA, International Studies
Fudan University 2010 — 2010
International Studies
J.P. Morgan June 2014 - August 2014
FMV Opinions, Inc. September 2013 - May 2014
Cohen & Steers June 2013 - August 2013
Lantern Financial LLC September 2012 - December 2012
Simmons College Office of Undergraduate Admissions 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Social Media, Outlook, Data Analysis, Research, Event Planning, Leadership, Public Speaking, Teamwork, Market Research, Financial Analysis
Education
New York University 2012 — 2015
Bachelor of Arts (B.A.), Economics, Computer Science
Simmons College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Relations, Psychology
Lynbrook High School 2006 — 2010
FMV Opinions, Inc. February 1995 - Present
Senioren Hilfsdienst January 1993 - January 1995
Skills
Business Valuation, Estate Planning, Valuation, Income Tax, Tax, Estate Tax Planning, Due Diligence, Litigation Support
Education
UC Irvine 1991 — 1993
Master of Business Administration (MBA)
EXL March 2014 - Present
JL Warren Capital September 2013 - January 2014
FMV Opinions, Inc. July 2013 - August 2013
Thomson Reuters (China) March 2012 - May 2012
Standard Chartered Bank (China) Limited August 2011 - November 2011
Ernst & Young January 2011 - February 2011
Skills
R, Matlab, VBA, Risk Management, Equity Research, Credit Risk, Eviews, Simulation, Splus, Credit Derivatives, Data Mining, Algorithmic Trading, SAS, Python, Quantitative Analytics, Auditing, Quantitative Finance, Investments, Simulations, Analysis, Banking, Bloomberg, Econometrics, Economics, Finance
Education
Columbia University in the City of New York 2012 — 2013
Candidate for Master, Operations Research
Fudan University 2008 — 2012
Master's degree, Economics, 3.6
National University of Singapore 2010 — 2010
Exchange Student, Economics
Valuation and Venture Consulting January 2015 - Present
IRA Capital January 2013 - October 2014
FMV Opinions, Inc. 2004 - 2013
Skills
Asset Management, Business Strategy, Competitive Analysis, Business Valuation, Credit, DCF, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investments, Real Estate Economics, Strategy, Valuation, Portfolio Management, Private Equity, Wealth Management, Product Management, Project Management
Education
University of Southern California - Marshall School of Business
MBA
California Polytechnic State University-San Luis Obispo
Bachelor of Business Administration (B.B.A.), Finance and Economics
Brett Haas Tax Planning and Wealth Management June 2003 - Present
FMV Opinions, Inc. June 1999 - June 2003
Skills
Retirement Services, Investment Strategies, Investment Selection, IRA Rollovers, Tax Preparation, Term Life Insurance, Long Term Care, Whole Life, Disability Insurance, IRAs, Retirement, Strategic Financial..., Long-term Care, Securities, Estate Planning, Financial Modeling, Investments, Insurance, Financial Planners, Mergers & Acquisitions, Valuation, Finance, Fixed Annuities, Financial Advisory, Asset Allocation, Small Business, Asset Management, Life Insurance, Business Valuation, Tax, Accounting
Education
Arizona State University - W. P. Carey School of Business 1997 — 1999
MBA, Finance, Investment Management and Markets
University of California, Los Angeles 1991 — 1995
BA, Geography/Environmental Studies
Bellarmine College Preparatory 1987 — 1991
GI Partners August 2015 - Present
Goldman Sachs June 2013 - 2015
Deloitte Consulting June 2011 - September 2011
FMV Opinions, Inc. January 2011 - June 2011
Merrill Lynch September 2010 - December 2010
Skills
Business Valuation, Capital IQ, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Microsoft Office, Microsoft Excel, PowerPoint, Valuation
Education
UC Berkeley 2009 — 2013
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business
The Cate School 2005 — 2009
High School
Blackstreet Capital Management, LLC December 2014 - Present
Blackstreet Capital Management, LLC January 2012 - December 2014
Houlihan Lokey June 2010 - December 2011
FMV Opinions, Inc. January 2008 - February 2010
Comerica Bank July 2007 - January 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration
Swinburne University of Technology 2006 — 2006
Study Abroad Program in Melbourne, Australia
UC Berkeley September 2013 - Present
Oliver Wyman June 2014 - August 2014
EY June 2013 - August 2013
FMV Opinions, Inc. November 2012 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Portfolio Management, Asset Allocation, Financial Advisory, Capital IQ, Retirement, Financial Modeling, Valuation, Financial Analysis, R, Python, Mergers & Acquisitions, Bloomberg, Equities, Bloomberg Terminal
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration and Statistics
FocalPoint Partners, LLC May 2014 - Present
D.A. Davidson & Co. September 2012 - September 2013
FMV Opinions, Inc. June 2011 - August 2011
Boenning & Scattergood, Inc. June 2007 - April 2010
Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Villanova University 2005 — 2007
BBA, Finance
Loyola Marymount University 2003 — 2005
Oaktree Capital Management August 2014 - Present
Morgan Stanley June 2012 - July 2014
Arch Bay Capital June 2011 - August 2011
Arch Bay Capital June 2010 - August 2010
FMV Opinions, Inc. March 2010 - May 2010
The Daily Californian September 2009 - January 2010
UNA-USA East bay 2009 - 2009
Skills
Public Speaking, Nonprofits, Research, Social Media, PowerPoint, Financial Modeling
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
PIMCO January 2013 - Present
PIMCO June 2011 - December 2012
PIMCO January 2011 - June 2011
FMV Opinions, Inc. July 2009 - January 2011
Knightsbridge Asset Management June 2008 - September 2008
Farmers Insurance Group January 2007 - September 2007
Farmers Insurance January 2006 - December 2006
Skills
Valuation, Financial Modeling, Investments, Due Diligence, Business Valuation, Industry Analysis, Quantitative Analysis, Financial Analysis, Equities, Bloomberg, Credit, Excel, Fixed Income, Equity Research, Competitive Analysis, Microsoft Excel, High Yield, Private Equity, Finance
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance & Accounting
University of Southern California 2004 — 2005
MS, Electrical Engineering
University of California, Los Angeles 2000 — 2004
BS, Electrical Engineering
CFA Institute
CFA Charterholder, October 2011
Cabrillo Advisors, LLC July 2013 - Present
FMV Opinions, Inc. September 2011 - July 2013
Houlihan Lokey April 2004 - September 2011
Deloitte 2003 - 2004
Ernst & Young 1997 - 2003
Skills
Fairness Opinions, Valuation, Purchase Price..., Intangible Assets, Business Valuation, Financial Reporting, Mergers & Acquisitions, Transaction Advisory..., Corporate Finance, Tax, Financial Advisory, Securities, M&A experience, Investment Banking, Strategy, Private Equity
Education
University of Southern California
BS, Business
University of Southern California - Marshall School of Business
MBA, Finance
Ryan November 2013 - Present
DuCharme, McMillen & Associates September 2010 - August 2013
FMV Opinions, Inc. February 2010 - July 2010
Squar Milner CPAs May 2005 - February 2010
Squar, Milner, Peterson, Miranda & Williamson, LLP 2005 - February 2010
Deloitte May 1999 - September 2005
Deloitte Tax LLP 1999 - 2005
Marvin F. Poer & Company May 1985 - April 1999
Los Angeles County Assessor 1974 - 1985
Skills
Mergers, Tax, Accounting, Due Diligence, Financial Analysis, Real Estate, Valuation, Leadership, Business Planning, Financial Reporting, Business Development, Management, Corporate Tax, Budgets, Sarbanes-Oxley Act, Corporate Finance, Auditing, Corporate Governance, Risk Management, Financial Modeling, Finance, Strategic Financial..., Internal Controls, Forecasting, Financial Accounting, Restructuring, Management Consulting
Education
California Western University
BA, Economics
Flintridge Preparatory School
United States International University
BA, Economics
Print Design May 2015 - Present
FMV Opinions, Inc. September 2014 - Present
Telemachus Foundation January 2014 - Present
Michael P. Senadenos, CPA January 2004 - July 2013
Redwood Chapel Community Chr June 2012 - June 2013
Skills
Social Media, Quickbooks, Peachtree, Quicken, InDesign, Photoshop, Constant Contact, MailChimp, WordPress, Event Planning, Illustrator, Typography
Education
Noble Desktop - Manhattan 2014 — 2015
Certificate in Print Design
Chabot College
FMV Opinions, Inc. January 2015 - Present
FMV Opinions, Inc. December 2013 - Present
FMV Opinions, Inc. March 2012 - December 2013
Skills
Valuation, Financial Analysis, Financial Modeling, Capital IQ, Business Valuation, PowerPoint, Valuation Modeling, Microsoft Office, Microsoft Excel, Research, Business Analysis, Market Analysis, Financial Reporting, Excel models, Business Modeling, Visual Basic, Capital Markets, MS Excel Pivot Tables, Industry Analyst..., Industry Research, Excel, Symitar, Company Valuation, DCF Valuation, Word, Financial Services, Financial Statement...
Education
University of California, Berkeley
Bachelor of Science (B.S.), Business Administration (Walter A. Haas School os Business), 3.8
Clean Focus October 2013 - Present
FMV Opinions, Inc. June 2012 - January 2013
Triple A Investment January 2010 - July 2011
Trust Bridge Partners August 2007 - December 2009
Intellico LLC April 2006 - July 2007
Skills
Business Valuation, Financial Modeling, DCF Valuation, Comparable Analysis, Financial Statement..., Bloomberg Terminal, Capital IQ, Valuation, Strategy, Teamwork, China Business..., Multilingual, Microsoft Excel, Financial Analysis, Cross-functional Team..., Corporate Finance
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
MBA, Finance, 3.91
California State University-Long Beach
BS, Finance
California State University-Long Beach
BS, International Business
Pun & McGeady LLP July 2013 - Present
CBIZ MHM, LLC October 2012 - July 2013
Marcum LLP December 2010 - October 2012
Rimkus Analytics, LLC July 2009 - December 2010
Stonefield Josephson February 2007 - June 2009
FMV Opinions, Inc. 2005 - 2007
White, Zuckerman, Warsavsky, Luna & Hunt 2004 - 2005
Moss Adams LLP 2001 - 2004
Daylight CIS, Inc. 1998 - 2000
Gardiner & Rauen, Inc. 1997 - 1999
Skills
Forensic Accounting, Litigation Support, Business Valuation, SEC filings, Auditing, Fraud, Due Diligence, Accounting, Expert Witness, Tax, GAAP, Certified Fraud Examiner, Internal Controls, US GAAP, Financial Reporting, Corporate Tax, Litigation Consulting, Tax Preparation, Income Tax, Valuation, Financial Analysis, Forensic Analysis, Restructuring, Assurance, Mergers & Acquisitions, Tax Accounting, SEC Filings
Education
American University Washington College of Law 1991 — 1994
JD, Law
The George Washington University - School of Business 1983 — 1985
MA, Accounting
The George Washington University - School of Business 1981 — 1983
MBA, Finance & Investments
University of Pennsylvania 1976 — 1980
BA, Chemistry
Self Employed 1998 - Present
Chimera Agricultural Associates February 1997 - May 2000
FMV Opinions, Inc. October 1991 - November 1996
Skills
Music Production, Audio Engineering, Mastering, Remixing, Composition, Songwriting, Multi-instrumentalist
Education
University of California, Irvine 1990 — 1992
Economics / Management
FMV Opinions, Inc. February 2013 - Present
Kidder Mathews March 2012 - January 2013
Navigant January 2008 - February 2012
Skills
Commercial Real Estate..., Commercial Real Estate..., Litigation
Education
Arkansas State University
Bachelor of Science, Accounting and Finance
University of California, Los Angeles
Graduate Courses, Real Estate
Balyasny Asset Management L.P. September 2015 - Present
Mellon Capital March 2013 - September 2015
Bank of New York Mellon January 2008 - March 2013
FMV Opinions, Inc. 2007 - 2008
National Semiconductor 2006 - 2007
Skills
CFA Designation, CAIA Designation, Series 7, Series 55, Series 63, Equity and Derivatives..., Bloomberg, Valuation, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Equity Research, Due Diligence, Risk Management, Financial Statement..., DCF, Asset Managment, CFA Society of San..., Equities
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Financial Management
Puroclean Restoration Specialists July 2011 - Present
Medicis Pharmaceutical Corporation September 2006 - May 2011
Dun & Bradstreet March 2006 - August 2006
Dendrite 2001 - 2006
FMV Opinions, Inc. 1993 - 1999
Skills
Strategic Planning, Team Building, Account Management, Business Development, P&L Management, Water Damage Restoration, Applied Structural..., IICRC Certified, 24 Hour Emergency..., Customer Service, Marketing, Mold Remediation, Sales Operations, Direct Sales, Business Planning, Leadership, Sales Management, Sales, Management, New Business Development
Education
Arizona State University, W. P. Carey School of Business 1985 — 1989
BS, Accounting
Xavier College Prep 1981 — 1985
High School, High School/Secondary Diplomas and Certificates
Virage Napa Valley 2007 - Present
Accounting for Taste July 2001 - Present
Sunnyside Cabin 2000 - June 2012
Karen MacNeil & Company 1999 - 2000
FMV Opinions, Inc. 1997 - 1998
Meris Laboratories 1991 - 1997
Harmet Associates 1989 - 1991
KPMG Los Angeles 1985 - 1989
Skills
Wine, Winemaking, Wineries, Wine Tasting, Food, Marketing Strategy, Sales, Strategy, Sales Management, Food Pairing, Viticulture, Alcoholic Beverages, Beverage Industry, Marketing, Food & Beverage, Pricing, Financial Analysis, Business Development, Corporate Finance
Education
Napa Valley College 2011 — 2011
University of California, Davis 2001 — 2001
Culinary Institute of America at Greystone 1998 — 1998
21-week Culinary Comprehensive
California State University-Northridge 1979 — 1985
BS
Copenhagen Business School 1983 — 1984
HCAP Partners (formerly Huntington Capital) June 2013 - Present
Best Buy January 2010 - May 2013
University of Southern California August 2009 - December 2009
FMV Opinions, Inc. August 2006 - January 2009
McGladrey Capital Markets January 2006 - June 2006
Aegis Asset Management September 2000 - December 2005
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Finance
San Diego State University-California State University 1995 — 2000
Bachelors, Finance
SoCal Dwellings January 2015 - Present
Invitation Homes April 2012 - November 2014
Independent Consultant January 2012 - April 2012
Watermarke Properties Inc August 2007 - January 2012
Pacific Property Company November 2004 - June 2007
FMV Opinions, Inc. 2000 - 2005
Education
University of Southern California 2007 — 2009
MRED, Real Estate Development
University of California, Irvine 1992 — 1997
Social Science, Economics / Minor - Business Management
Loyola High School - Los Angeles 1988 — 1992
Ferrer Insurance Services, Inc. 2005 - Present
FMV Opinions, Inc. 2004 - 2005
Alliance of Independent Broker-Dealers 2003 - 2004
ValueNomics Research, Inc. 1999 - 2003
Wells Fargo Bank 1997 - 1999
Skills
Risk Management, Insurance, Strategic Planning, Financial Analysis, Commercial Lines, Mergers, Commercial Insurance, Mergers & Acquisitions, Brokers, Underwriting, Casualty, General Insurance, D&O, Professional Liability, Workers Compensation, Property & Casualty..., Liability, Legal Liability, Strategic Financial..., Claim, Employment Practices..., Financial Planning, Casualty Insurance
Education
University of California, Los Angeles 1994 — 1997
BA, Business Economics, Minor in Accounting
Lowell High School
Pluris Valuation Advisors LLC October 2013 - Present
FMV Opinions, Inc. January 2011 - October 2013
RSM McGladrey February 2008 - October 2010
Thomson Financial, Inc. September 2005 - April 2007
Thomson Financial, Inc. September 2001 - September 2005
BPA International March 1998 - September 2001
Skills
Valuation, Business Valuation, Accounting, Equities, Mergers & Acquisitions, Tax, Finance, Forecasting, Due Diligence, Analysis, Auditing, Financial Statements, General Ledger, Budgets, Financial Audits, Financial Modeling, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
MBA, Finance
Oceanside High School
Regents Diploma
Port Jefferson
Siena College
BBA, Accounting
State University of New York College of Agriculture and Technology at Cobleskill
Associates, Accounting
Wisconsin School of Business August 2015 - Present
FMV Opinions, Inc. May 2015 - Present
FMV Opinions, Inc. October 2012 - May 2015
Wm Smith & Co. August 2011 - May 2012
Comedy Works June 2011 - August 2011
NOJ Trading LLC June 2008 - August 2008
Skills
Equity Valuation, Reseach Reports, MS Office Suite, Bloomberg Terminal, Capital IQ, FactSet, Microsoft CRM, Financial Analysis, Financial Modeling, Business Valuation, Microsoft Excel, Bloomberg, Investments, Equity Research, Finance, Securities, Valuation, Equities
Education
University of Wisconsin-Madison - School of Business 2015 — 2017
Master of Business Administration (MBA), Finance - Applied Security Analysis
University of Denver 2007 — 2011
BSBA, Finance
Goldman Sachs July 2015 - Present
Goldman Sachs June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
UC Berkeley January 2013 - May 2013
FMV Opinions, Inc. September 2012 - December 2012
US Capital Partners May 2012 - August 2012
Skills
Business Analysis, Strategy, M&A Advisory Services, Financial Modeling, Valuation, LBO, Corporate Finance, Hedge Funds, Business Valuation, Financial Analysis, Capital Markets, Private Equity, Investment Banking, Business Development, Investments, Due Diligence
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration
Palisades Charter High School
Wikimedia Foundation September 2015 - Present
MOD Pizza August 2015 - Present
FMV Opinions, Inc. September 2014 - December 2014
Kaiser Permanente June 2014 - August 2014
City of Berkeley, City Manager's Office September 2013 - May 2014
Congressman Mike Honda June 2013 - August 2013
Skills
Public Speaking, Event Planning, Fundraising, Microsoft Office, Team Leadership, Microsoft Excel, Public Relations, Leadership Development, Market Research, Community Outreach, Financial Analysis, Mentoring, Corporate Affairs, Consulting, Public Affairs, Press Releases, Deliverables, Research, Project Management, Community Engagement, Competitive Analysis, Community Development, Grassroots Organizing, Accounting, Entrepreneurship, Social Entrepreneurship, Corporate Social..., Corporate Finance, Business Strategy, Start-ups
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor’s Degree, Business Administration, 3.9
University of California, Berkeley 2013 — 2017
Bachelor’s Degree, Sociology, 3.9
Homestead High School 2009 — 2013
High School, GPA: 4.25
FMV Opinions, Inc. September 2015 - Present
Barrington Capital Real Estate Financing Services May 2015 - Present
Matthews Retail Group, Inc. May 2015 - August 2015
Chapman Tutoring, Learning, and Testing Center August 2014 - May 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Leadership, Outlook, Time Management, Customer Service, Research, Strategic Planning, Sales, Budgets, Commercial Real Estate
Education
Chapman University 2013 — 2017
Bachelor’s Degree, B.S. Business Administration - Emphasis in Finance and Real Estate, B.A. Economics, GPA: 3.91
Bacara Resort & Spa May 2014 - June 2015
FMV Opinions, Inc. June 2014 - August 2014
UC Santa Barbara April 2012 - May 2014
Teacher Created Materials June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Networking, Customer Service, Event Planning, Teamwork, Time Management, Management, Sales, Public Relations, Accounting
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Econ-Accounting
Servite High School 2007 — 2011
High School Diploma
Pacific Income Advisers July 2014 - Present
BDO USA, LLP October 2013 - March 2014
Vantage Point Advisors, Inc. October 2012 - March 2013
FMV Opinions, Inc. June 2012 - July 2012
Eureka Capital Markets, LLC January 2012 - May 2012
Skills
Business Valuation, Valuation, Financial Reporting, Investment Banking
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Economics
Mission San Jose High School 2005 — 2009
High school diploma
FMV Opinions, Inc. January 1991 - Present
Skills
Private Equity, Business Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Securities, Investments, Investment Banking, Tax, Financial Advisory, Capital Markets, Bloomberg, Venture Capital, Corporate Finance, Financial Analysis, Due Diligence, Management, Estate Planning, Finance
Education
Brigham Young University 1982 — 1984
MBA
University of North Texas 1979 — 1982
BBA
Cowen and Company June 2015 - August 2015
FMV Opinions, Inc. February 2015 - May 2015
Ossola Wealth Mangement- Wells Fargo Advisors February 2013 - December 2014
Tapit By Phunware, Inc. July 2013 - January 2014
Pacific Basin Research Center January 2013 - August 2013
Fountain Valley H.S. Varsity Soccer February 2010 - February 2012
Skills
Social Media, Microsoft Excel, Research, Editing, Data Analysis, PowerPoint, Finance, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Windows, Advertising, Accounting, Customer Service, Photoshop, HTML, Java, English, Team Leadership, Dedication to..., Writing, Tactical Asset..., Personal Financial..., Mutual Funds, ETFs, Analysis, Leadership, Investments, Time Management, Wealth Management, Financial Analysis, Equity Research
Education
Claremont McKenna College
Master's Degree, Finance, General
Chapman University 2013 — 2015
Bachelor of Science Business Administration (BS.BUAD.F), Finance, 3.73
University of Auckland 2014 — 2014
Semester Abroad, Finance
Soka University of America 2012 — 2013
Bachelor of the Arts, Liberal Arts, 3.95
Fountain Valley High School 2008 — 2012
Baja Construction July 2015 - Present
Mosaic Sales Solutions June 2015 - Present
Greenhouse Agency, Inc June 2014 - Present
AAA April 2014 - July 2015
Mike Rose's Auto Body- Call Center June 2013 - April 2014
Community Health Center June 2012 - November 2012
Children's Council of San Francisco September 2008 - September 2011
Marine Chartering, Inc January 2007 - July 2008
FMV Opinions, Inc. December 2005 - May 2006
Skills
Insurance, Customer Service, Administrative..., Sales, Leadership, Property & Casualty..., Team Building, Marketing, Training, Spanish, Microsoft Office, Time Management
Education
Skyline College
Associate of Science (A.S.), Business Administration
City College of San Francisco
FMV Opinions, Inc. June 2013 - June 2015
Scripps College September 2011 - May 2013
BASF June 2012 - August 2012
HSBC December 2011 - January 2012
International Place August 2011 - September 2011
Skills
Sibelius, Editing, Social Media, PowerPoint, Bloomberg Terminal, Python, ArcGIS, Microsoft Excel, Research, Public Speaking, Microsoft Office, Data Analysis, Statistics, Microsoft Word, Mandarin, Tutoring, Economics
Education
Claremont McKenna College 2009 — 2013
Dual, Econ-Accounting; Environment Economics and Politics
International School of Beijing 2005 — 2009
International Baccalaureate, Bilingual Diploma
Boeing January 2010 - Present
Boeing August 2006 - January 2010
Boeing Defence Australia October 2007 - April 2008
Boeing December 2004 - August 2006
Boeing January 2003 - December 2004
FMV Opinions, Inc. June 2000 - January 2003
Skills
Proficient in Microsoft..., Bloomberg Professional, Oracle Database Queries, Enterprise Accounting..., Financial Planning Cost..., Integrated Cost History..., CONGNOS Enterprise..., Strategy, Finance, Business Planning, Financial Modeling, Bloomberg, Analysis, Strategic Financial..., Accounting, Leadership, Business Process..., Budgets, Strategic Planning, Management, Procurement, Forecasting
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
Masters of Business Administration, Strategy & Leadership
University of Oxford
International Business: Global Strategy and Trade
Universidad Anahuac
Strategic Risk Management in Emerging Markets
California State University-Los Angeles
B.S. Business Administration, Finance & Economics
FMV Opinions, Inc. October 2014 - Present
Harvey & Company LLC, Private Equity and Buy-Side Advisory June 2013 - September 2013
Skills
Solid understanding of..., Basic understanding of..., Experienced with Excel,..., Excellent writing,..., Strong leadership..., Personable;..., Banking, Venture Capital, Private Equity, Investments, Mergers & Acquisitions, Valuation, Microsoft Excel, Microsoft Word, Business Valuation, Financial Modeling, Investment Banking, Financial Statement..., Financial Analysis, Microsoft Office, Public Speaking, Sales
Education
University of California, Santa Barbara 2011 — 2014
BA, Economics, 3.7 GPA
Campbell Soup Company September 2015 - Present
Campbell Soup Company May 2015 - Present
Campbell Soup Company November 2014 - April 2015
SunSeeker Enterprises, Inc. August 2014 - October 2014
KieranTimberlake April 2014 - July 2014
FMV Opinions, Inc. July 2013 - September 2013
Private Homeowner November 2012 - April 2013
Brandywine Global Investment Management, LLC August 2010 - September 2012
Pfizer May 2003 - January 2010
Fiserv Lending Solutions August 2001 - May 2002
Skills
Leadership, Event Planning, Strategy, Process Improvement, Organization, Problem Solving, Project Management, Management, Creative Thinker, Communication, Outlook, Marketing Communications, Human Resources, Sales, Interviews, Marketing, Program Management, Software Documentation, Administrative..., Microsoft Office, Visio, Budgets, Microsoft Word, Social Media, Customer Service, Analysis, PowerPoint, Business Development, Teamwork, Market Research, Advertising, Microsoft Excel, Strategic Planning, Negotiation, MS Project, Marketing Strategy
Education
Temple University
Bachelor of Science, Health Information Management
Cabrini College
Classes in Organizational Leadership and Development
Montgomery County Community College
Web Design & Development
American Management Association
Community College of Philadelphia
A.A., General Studies for transfer to Temple University
Speiro Capital Management November 2013 - Present
Black Swan Fund, LLC January 2007 - December 2010
Sophia Orange Investment Advisors, LLC January 2002 - December 2007
Osage Orange - Iron Horse Fund of Hedge Funds January 2003 - December 2006
Innovative Capital Management, LLC 2001 - 2003
Concord Investment Counsel 1999 - 2001
FMV Opinions, Inc. 1998 - 1999
Geneva Companies 1998 - 1998
World Trade Centers Association April 1997 - 1998
AHI Healthcare Systems, Inc. 1996 - March 1997
Skills
Equities, Investments, Alternative Investments, Derivatives, Options, Entrepreneurship, Securities, Portfolio Management, Finance, Hedge Funds, Valuation, Asset Management, Due Diligence, Investment Management, Trading, Private Equity, Venture Philanthropy, Philanthropy, Venture Capital, Risk Management, Management, Capital Markets, Financial Markets, Equity Trading, Equity Derivatives, Electronic Trading, Technical Analysis, Strategic Planning, Leadership, Start-ups, Business Strategy, Training, Triathlon Coaching, Mutual Funds, Financial Analysis, Strategy, Financial Modeling, Asset Allocation
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1993
BA, Business Finance
University of Hartford 1994 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cadence McShane Construction Company February 2014 - Present
Boston's Restaurant & Sports Bar March 2011 - August 2013
DineOutCheap.com December 2009 - April 2011
FMV Opinions, Inc. February 2008 - June 2009
Brach's Confections February 2004 - November 2004
Newspaper Services of America September 1995 - September 1996
Microsoft May 1994 - September 1995
Skills
New Business Development, Social Media Marketing, Social Media, Management, Strategic Partnerships, Business Development, Strategic Planning, Marketing Communications, Marketing, Brand Development, Relationship Building, Brand Management, Strategic Communications, Marketing Strategy, Strategy, Corporate Communications, Analytical Skills, Business Strategy, Strong Business Acumen, Interpersonal..., Leadership, Project Management, Public Relations, Media Relations, Team Building, Social Networking, Sales, Integrated Marketing, Team Leadership, Online Social Networking, Public Speaking, Advertising, Online Marketing, Customer Satisfaction, Customer Service, Digital Strategy, Training, B2B, Event Planning, Human Resources, Event Management, Online Advertising, Budgets, Digital Media, Digital Marketing, Time Management, Fundraising, Non-profits, Facebook, Microsoft Office
Education
North Central College 1993 — 1995
BA, Business Management
Merrimack College 1991 — 1993
Business Administration and Management, General
Grant Thornton LLP September 2014 - Present
Undergraduate Finance Association March 2013 - March 2014
Eureka Capital Markets, LLC June 2013 - September 2013
FMV Opinions, Inc. February 2013 - May 2013
Skills
Social Media Marketing, Capital IQ, Finance, Business Valuation, Market Research, Statistics, Equities, Analysis, Business Analysis, Equity Research, Teamwork, Economics, Portfolio Management
Education
University of California, Irvine 2010 — 2014
Bachelor's Degree, Business Economics
KPMG August 2013 - Present
KPMG June 2012 - August 2012
FMV Opinions, Inc. June 2011 - August 2011
Applied Materials June 2010 - August 2010
Skills
Microsoft Excel, SQL, Data Analysis, Visio, Microsoft Word, Photoshop, InDesign, Forensic Accounting, Microsoft Office, Finance, PowerPoint
Education
University of Hong Kong 2013 — 2013
Faculty of Law
UC Berkeley 2009 — 2013
Bachelor's, Business Administration, Legal Studies
Healthcare Payment Specialists, LLC (HPS) June 2004 - Present
Healthcare Payment Specialists, Inc. March 2003 - June 2004
FMV Opinions, Inc. July 2002 - February 2003
Washington Mutual Investment Services January 2000 - December 2001
Skills
Healthcare, Medicare, Revenue Cycle, Healthcare Information..., Hospitals, Managed Care, Business Development, Medicaid, Account Management, New Business Development, Healthcare Consulting, Management, Revenue Cycle Management, Healthcare Industry, Leadership, Program Management
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA
Sonoma State University 1993 — 1996
BA, Economics
Georgia Tech 1992 — 1992
Business
Liquid Venture Partners July 2014 - Present
MDB Capital Group May 2013 - July 2014
MDB Capital Group February 2012 - May 2013
Deloitte Consulting September 2010 - January 2012
Independent Consultant November 2007 - September 2010
FMV Opinions, Inc. May 2007 - November 2007
Rodriguez for Congress January 2006 - November 2006
Cravath, Swaine & Moore LLP November 2002 - December 2005
Skills
Business Strategy, Financial Modeling, Report Writing, Business Analysis, Industry Analysis, Market Research, Business Valuation, Competitive Analysis, Strategy, Valuation, Mergers & Acquisitions, Program Management, Start-ups, Finance, Due Diligence, Investment Banking, Consulting, Private Equity, Venture Capital
Education
University of California, Los Angeles - The Anderson School of Management 2007 — 2010
MBA
Harvard Law School 1999 — 2002
JD, Law
University of California, Berkeley 1995 — 1999
AB, English, Mass Communications
Wells Fargo January 2015 - Present
FMV Opinions, Inc. August 2013 - December 2014
FIBA November 2012 - May 2013
BDA Sports October 2012 - November 2012
University of Denver and St. Mary's College 2008 - 2012
Equipment Appraisers LLC June 2010 - July 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Research, Market Research, Microsoft Word, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2012
BSBA, Finance, 3.72
CFA Level II Candidate
Round Table Wealth Management September 2014 - Present
FMV Opinions, Inc. June 2011 - August 2014
Thomson Reuters September 2006 - October 2009
Deloitte January 1995 - August 2006
Education
Temple University - James E. Beasley School of Law 1991 — 1994
JD, Law
University of Scranton 1987 — 1991
B.S., Accounting
The Griffing Group 2010 - Present
Wm Jeffers Family Tree Farm Ltd. 2009 - Present
FMV Opinions, Inc. 2008 - 2009
O'Connor and Associates 2007 - 2008
American Appraisal Associates 2001 - 2007
CBIZ Valuation Counselors 2000 - 2001
Credit Agricole 1996 - 1999
The Industrial Bank of Japan 1988 - 1995
Banque Indosuez 1986 - 1988
Banca Nazionale del Lavoro 1985 - 1986
Skills
Valuation, Business Valuation, Litigation, Financial Modeling, Arbitration, Bankruptcy, Commercial Litigation, Investment Banking, Estate Planning, Financial Analysis, Litigation Support, Securities, Capital Markets, Corporate Finance, Corporate Governance
Education
University of Wisconsin-Madison - School of Business 1981 — 1983
M.B.A., Banking and Finance
University of Wisconsin-Madison 1980 — 1981
M.S., Urban and Regional Planning
University of Wisconsin-Madison 1978 — 1980
M.A., Political Science
Oberlin College 1972 — 1977
A.B, Government
Millersport High School
Walnut township high school
Baldwin-Georgenton Insurance Agency 2007 - Present
Equity Office Properties 2005 - 2007
Wareham Property Group 2003 - 2005
FMV Opinions, Inc. 2000 - 2002
Macy's 1994 - 1998
Skills
Medicare, Health Insurance, 401k, Life Insurance, Dental Insurance, Disability Insurance, Vision Insurance, Medicare Part D, medicare supplement, Bakersfield Professional, Customer Service, Employee Benefits
Education
Boston University 1998 — 2000
MBA, Finance
University of Southern California 1988 — 1992
BS, Business & Psychology
Garces High School 1984 — 1987
Milken Institute April 2014 - April 2014
Frank M. Homes, Inc. July 2013 - April 2014
FMV Opinions, Inc. June 2012 - July 2013
Global Hunter Securities, LLC June 2011 - September 2011
CEO Advisor January 2011 - September 2011
Merrill Lynch March 2010 - June 2010
Merrill Lynch September 2008 - December 2008
Hicks Park, LLP June 2008 - September 2008
County of Los Angeles June 2008 - September 2008
Skills
PowerPoint, Excel, Financial Modeling, Financial Analysis, Valuation, Equity Research, Investments, Market Research, Corporate Finance, Competitive Analysis, Portfolio Management, Forecasting, Equities, Financial Statement..., Data Analysis, Equity Valuation, Analysis, Finance, Microsoft Excel, Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance
UC Irvine
Bachelor of Science (B.S.), Business/Managerial Economics
FMV Opinions, Inc. 2005 - Present
Education
University of California, San Diego 2000 — 2004
Bachelor's degree, Finance and Management Science
Berkadia April 2015 - Present
FMV Opinions, Inc. July 2011 - April 2015
Wycoff & Company April 2009 - July 2011
Skills
Financial Analysis, Commercial Real Estate, Financial Modeling, Investments, Due Diligence, Valuation, Real Estate, Finance, Asset Management, Portfolio Management, Estate Planning, Investment Properties, Mergers & Acquisitions
Education
California State University-Fullerton
Business Administration Emphasis Finance, Economics, Finance and Statistics.
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Lazard Freres & Co. December 2010 - May 2011
FMV Opinions, Inc. July 2010 - October 2010
McKinley Partners February 2010 - May 2010
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration
King George V School 2001 — 2008
Jefferies LLC May 2014 - Present
FMV Opinions, Inc. October 2013 - April 2014
Credit Suisse June 2007 - March 2013
Deloitte October 2002 - May 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Corporate Finance
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (B.S.), Accounting
Colliers-International March 2015 - Present
American Appraisal August 2014 - March 2015
FMV Opinions, Inc. March 2005 - August 2014
Appraisal Institute January 2013 - December 2013
FTN Midwest 2004 - 2005
Merrill Lynch June 2003 - February 2004
Uline 2002 - 2002
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Market Research, Microsoft Excel, Research
Education
University of Southern California 2000 — 2004
Bachelor of Arts (B.A.), Economics
Back Yard Carnivals June 2015 - Present
Self Employed June 2014 - September 2014
FMV Opinions, Inc. June 2013 - August 2013
Education
Santa Clara University 2014 — 2018
Bachelor of Engineering (B.E.), Mechanical Engineering
Acalanes High School 2010 — 2014
RailAmerica April 2011 - January 2013
Independent Portfolios September 2009 - March 2011
Honeywell International November 2006 - August 2009
FMV Opinions, Inc. November 2005 - November 2006
United States Peace Corps July 2004 - October 2005
Asset Management January 2003 - July 2004
Zemi Communications April 2001 - December 2002
ISS Institutional Shareholder Services August 1998 - January 2001
American Express January 1997 - December 1997
CCAA - Maceio August 1994 - July 1995
Skills
Microsoft Excel, Financial Modeling, Mergers, Strategic Planning, Project Management, Business Strategy, Business Valuation, Financial Analysis, Business Development, Investor Relations, Portfolio Management, Mergers & Acquisitions, Management, Process Improvement, Due Diligence, Private Equity, Valuation, Program Management, Strategy, Financial Reporting, Analysis, Finance, Corporate Development, Cross-functional Team..., Change Management, Forecasting, Project Planning, Acquisition Integration
Education
Thunderbird School of Global Management 1996 — 1997
MBA, International Management
University of Pittsburgh
BA, Philosophy
Northwestern University
Chemical Engineering
Peters Township H.S.
Houlihan Lokey May 2007 - Present
FMV Opinions, Inc. March 2006 - October 2006
SJ Associates NYC, LLC December 2001 - August 2005
Independent Consultant 1998 - 2005
UncommonGoods October 2002 - October 2003
Skills
Valuation, Programming, Equities, Private Equity, Investments, Derivatives, Securities, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Analysis, Leveraged Finance, Financial Analysis, Corporate Finance, Credit, Due Diligence, Mergers, Structured Finance, Venture Capital, Excel, Equity Research, Pricing, Emerging Markets, LBO, Options, Fixed Income, Financial Advisory, Series 7, Debt, Bloomberg, Alternative Investments, Credit Analysis, Restructuring, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting
University at Albany, SUNY 1998 — 2001
BS, Computer Science, Electronics
John Jay High School
Union Bank January 2012 - Present
Jones Lang LaSalle June 2011 - December 2011
Jones Lang LaSalle 2008 - December 2011
Melco PBL (Crown Macau) Limited 2007 - 2008
The Venetian Macao-Resort-Hotel 2004 - 2007
FMV Opinions, Inc. 2000 - 2004
Skills
Financial Modeling, Analysis, Financial Analysis, Budgets, Financial Reporting, Variance Analysis, Corporate Finance, Accounting, Managerial Finance, Finance, Forecasting, Mergers, Strategy, Due Diligence, Budgeting, Portfolio Management
Education
San Francisco State University, College of Business 1997 — 2000
Bachelor of Science
TIAA-CREF December 2014 - Present
TIAA-CREF December 2012 - December 2014
TIAA-CREF May 2009 - December 2012
FMV Opinions, Inc. January 2008 - November 2008
Liquidity Solutions, Inc. July 2004 - July 2007
Skills
Private Equity, Originations, Financial Modeling, Financial Analysis, Distressed Debt, Debt Restructuring, Contract Negotiation, Underwriting, Fund Of Funds, Private Equity Funding, Credit Analysis, High Yield, Socially Responsible..., Microfinance, SME Banking, Portfolio Management, Trading, Credit Risk, Capital IQ, Private Placements, Credit, Loans, Financial Structuring, Equity Valuation, Leveraged Finance, Due Diligence, Bloomberg, Fixed Income, Equities, Alternative Investments
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance
Rutgers University-New Brunswick 2000 — 2004
BA, Economics
Alvarez & Marsal September 2012 - Present
FMV Opinions, Inc. April 2011 - April 2012
American Appraisal May 2008 - April 2011
LaSalle Bank NA / ABN AMRO January 2007 - December 2007
United Commercial Bank September 2005 - December 2006
Skills
Real Estate, Mergers & Acquisitions, Financial Analysis, Mergers, Valuation, Financial Reporting
Education
University of San Francisco 2001 — 2005
BS, Finance
FMV Opinions, Inc. October 2004 - July 2012
Skills
Microsoft Excel, PowerPoint, Market Research, Microsoft Word, Research, Microsoft Office, Accounting, Event Planning, Event Management
Education
University of Arizona 2000 — 2004
BA, Psychology
BDO Consulting January 2014 - Present
FMV Opinions, Inc. February 2012 - January 2014
Cronkite & Kissell LLC October 2001 - March 2012
Houlihan Lokey Howard and Zukin 1987 - 2001
Education
UCLA Anderson School of Management 1990 — 1993
Cal State Fullerton 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
Cornelia Connelly
FMV Opinions, Inc. August 2014 - Present
FMV Opinions, Inc. January 2014 - July 2014
FMV Opinions, Inc. April 2012 - December 2013
Eureka Capital Markets, LLC November 2010 - March 2012
Houlihan Lokey Howard and Zukin July 2008 - November 2010
Skills
Business Valuation, Financial Advisory, Debt, Capital Markets, Mergers
Education
University of Southern California - Marshall School of Business 2007 — 2008
Loyola Marymount University 2000 — 2004
BSEE, Electrical Engineering
K.Grace October 2009 - Present
FMV Opinions, Inc. October 2005 - February 2013
LP&P by Catherine Fung August 2008 - August 2009
Mara Hoffman September 2007 - December 2007
Spectrum Science Communications August 2004 - September 2005
The Federation of State Boards of Physical Therapy September 2002 - October 2004
Paulson & Nace October 2000 - September 2002
Skills
Apparel, Microsoft Office, Illustrator, Time Management, Pattern, Training, Management, Facebook, Social Media Marketing, Blogging, Editing, Interviews
Education
Parsons School of Design 2005 — 2008
AAS, Fashion Studies
Brigham Young University 1996 — 2000
Bachelor of Science, Psychology
Wesco Companies October 2013 - Present
FMV Opinions, Inc. June 2003 - October 2013
Merrill Lynch January 2002 - December 2002
Skills
Valuation, Investments, Due Diligence, Real Estate Economics, Asset Managment, Real Estate, Real Estate Development, Portfolio Management, Investors, Real Estate Transactions, Financial Modeling, Brokerage, Financial Analysis, Mortgage Lending, Investment Properties, Private Equity, Financial Structuring, Finance, Commercial Mortgages, Loans, Property Management, Leases, Property, Asset Management, Commercial Real Estate, Appraisals, Disposition, Business Valuation, Funding, Real Estate Financing, Market Analysis, Acquisitions, Contract Negotiation, Dispositions
Education
University of Southern California 2000 — 2004
Economics
University of Southern California
Economics, Economics
Union Bank November 2014 - Present
Pluris Valuation Advisors LLC January 2014 - November 2014
Lee & Associates Valuation and Consulting Services April 2013 - January 2014
FMV Opinions, Inc. August 2003 - March 2013
Ashwill Associates February 1993 - December 2000
Skills
Appraisals, Real Estate, Estate Tax Planning, Master Planned..., Investment Properties, Apartments, Commercial Real Estate, Corporate Real Estate, Valuation, Portfolio Management, Real Estate Economics, Disposition, Property, Due Diligence, Residential Homes, Location Intelligence, Brokerage, Real Estate Transactions, Acquisitions, Business Valuation, REO, Entitlements, Shopping Centers, Leases, Real Estate Financing, Real Estate Development, Investments, Land Acquisition, Investors, Tenant, Asset Management, Landlords, Real Property, Lease Negotiations, Expert Witness, Property Management, Tenant Representation, Lease Administration, Commercial Real Estate..., Financial Modeling, Dispositions
Education
California State Polytechnic University-Pomona 1989 — 1993
BS, Finance, Real Estate and Law
PwC August 2011 - Present
ACTIVELY SEEKING EMPLOYMENT! September 2009 - May 2011
FMV Opinions, Inc. October 2009 - February 2010
Grant Thornton 2002 - 2004
Arthur Andersen LLP 2000 - 2002
Education
University of Alabama
Pluris Valuation Advisors LLC November 2012 - Present
FMV Opinions, Inc. March 2010 - October 2012
Avenndi, LLC June 2009 - February 2010
Avenndi, LLC. November 2008 - June 2009
Signature Estates and Investment Advisors April 2008 - October 2008
Skills
Financial Modeling, Microsoft Excel, Valuation, Market Research, Capital IQ, Microsoft Word, PowerPoint, Business Valuation, Financial Analysis, Business Analysis, Bloomberg Terminal, Due Diligence
Education
University of California, Los Angeles 2005 — 2009
Bachelors, Business Economics
CFA Institute
CFA Level III Candidate
USDA Food and Nutrition Service July 2003 - Present
Asian Pacific American Community Center 2002 - 2002
City and County of San Francisco, Department of Telecommunications and Information Technology Servic 2001 - 2002
FMV Opinions, Inc. May 1997 - May 2000
Project Management Associates, Inc. October 1995 - January 1997
Skills
Press Releases
Education
San Francisco State University, College of Business 1997 — 2004
MBA, Marketing
George Washington High School 1984 — 1987
CBRE July 2015 - Present
Marcus & Millichap May 2015 - Present
Lido Isle Advisors February 2014 - January 2015
FMV Opinions, Inc. July 2012 - January 2013
Wells Fargo December 2009 - April 2011
Trinex Commercial Finance May 2009 - November 2009
Marcus & Millichap March 2008 - May 2009
Trinex Commercial Finance July 2007 - February 2008
Skills
Real Estate Investment, Investment Properties, Financial Analysis, Valuation, Equity Valuation, Equity Research, Client Service Oriented, Alternative Investments, Finance
Education
University of California, Irvine 2003 — 2008
B.A., Business Economics
Glendora High School 1999 — 2003
Sing Praises Confections December 2005 - July 2015
Planitax May 2004 - December 2005
FMV Opinions, Inc. October 2001 - March 2003
Skills
Entrepreneurship, Social Media Marketing, Online Marketing, Retail, Brand Development, Customer Service, Project Management, Event Management, New Business Development, Marketing, Advertising, Social Media, Sales, Leadership
Education
Florida International University 1994 — 1995
Criminal Justice/Law Enforcement Administration
State University of New York College at Brockport 1992 — 1993
Clinical Psychology
Alfred State College - SUNY College of Technology 1990 — 1992
Associate of Arts (A.A.), Social Science
Brown Brothers Harriman March 2015 - Present
Citi Private Bank June 2014 - March 2015
Citi April 2013 - June 2014
FMV Opinions, Inc. March 2012 - April 2013
Citi July 2011 - August 2011
Ernst & Young July 2010 - August 2010
Skills
Valuation, Financial Modeling, Economics, Compliance, AML, KYC, Series 7, Accounting, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, Market Research, Regulatory Compliance, Project Management, Process Improvement, SAS, SPSS, Eviews, Strategy, Financial Services
Education
New York University
Master of Arts, Economics
Ithaca College
Bachelor of Science, Applied Economics
Andersen Tax January 2014 - Present
Andersen Tax April 2009 - Present
CCIM Institute April 2009 - June 2011
Beverly Hills Estate Planning Council 2010 - 2011
Appraisal Institute 2000 - 2011
FMV Opinions, Inc. 2003 - 2009
KPMG July 1997 - May 2002
Marcus & Millichap 1994 - 1995
US Senator John Seymour 1992 - 1993
Skills
Conservation Easements, Estate Valuation, Financial Reporting, Valuation, Estate Law, Appraisals
Education
University of San Diego 1996 — 1997
MBA, Real Estate
University of Miami - School of Business 1995 — 1996
MBA
California State University-Northridge 1993 — 1995
MPA, Public Administration
University of Southern California 1990 — 1993
BA, Political Science
University High School 1987 — 1989
Stephen S. Wise 1984 — 1986
Pluris Valuation Advisors LLC March 2014 - Present
FMV Opinions, Inc. February 2011 - March 2014
WTAS June 2010 - January 2011
FMV Opinions, Inc. July 2004 - June 2010
Skills
Business Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Tax, Appraisals, Real Estate, Estate Planning, Finance, Investment Properties, Securities, Real Estate Economics, Portfolio Management, Restructuring
Education
University of Southern California 2000 — 2004
Business, Finance
Golden Gate University
FMV Opinions, Inc. January 2011 - Present
FMV Opinions, Inc. March 2004 - December 2010
Houlihan Lokey January 2004 - January 2004
Houlihan Lokey July 2000 - December 2003
EY June 1997 - July 2000
EY December 1994 - July 1995
Geneva Companies July 1992 - December 1994
Skills
Valuation, Business Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Venture Capital
Education
University of Notre Dame 1996 — 1997
MBA, Finance
University of Southern California 1987 — 1990
BS, Business
Servite High School
shopkick August 2014 - Present
Credit Suisse July 2012 - July 2014
FMV Opinions, Inc. September 2010 - December 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Capital IQ, Bloomberg, Corporate Finance, LBO, Finance, Financial Statement..., Financial Advisory, Financial Accounting, Equities, Capital Markets
Education
University of California, Berkeley 2008 — 2012
Business Administration, Economics
De Anza College 2007 — 2008
Monta Vista High School 2004 — 2008
Uber October 2014 - Present
Deutsche Bank July 2013 - September 2014
Deutsche Bank June 2012 - August 2012
FMV Opinions, Inc. December 2011 - April 2012
Litman Gregory June 2011 - August 2011
BayStreet Research, LLC June 2011 - August 2011
USDA June 2009 - August 2009
Skills
Business Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Valuation, Social Media Marketing, Microsoft Excel, Capital IQ, Investment Banking, Asset Management, Corporate Finance, Capital Markets, Equities
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics, Integrative Biology
ThoughtSpot January 2015 - Present
Evolv, Inc. April 2014 - December 2014
Oracle September 2013 - April 2014
FSG August 2010 - August 2013
FMV Opinions, Inc. September 2009 - July 2010
KPMG September 2006 - February 2009
Burr Pilger Mayer 2004 - 2006
Skills
Valuation
Education
University of California, Santa Barbara 2000 — 2004
BA, Accounting / Economics
Apria Healthcare 2014 - Present
McGladrey August 2011 - Present
FMV Opinions, Inc. January 2011 - August 2011
KPMG Peat Marwick October 2009 - May 2010
Skills
Valuation, Audit, Business Valuation, Financial Modeling, Financial Analysis, Accounting, Corporate Finance, Auditing, Cash Flow, Hedge Funds, Investment Banking, Financial Accounting, Finance, Due Diligence, Mergers, CPA, Restructuring, GAAP, Financial Reporting, Management, Mergers & Acquisitions
Education
University of California, Los Angeles
Bachelors, Business Economics
Van Nuys High School
FMV Opinions, Inc. July 2007 - Present
City of Upland January 2004 - June 2007
Skills
Corporate Finance, Business Valuation, Financial Modeling, Valuation, Financial Analysis, Hedge Funds, Due Diligence, Asset Management
Education
California State Polytechnic University-Pomona 2004 — 2007
Business Administration, Finance and Real Estate
Benetrade Global, Inc. August 2010 - Present
KPMG 2006 - 2009
FMV Opinions, Inc. 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Due Diligence, Valuation, Strategic Planning, Mergers & Acquisitions, Investments, Microsoft Excel, Accounting, Financial Reporting, Analysis, Microsoft Office, Business Development, Strategy, Customer Service, Business Valuation
Education
University of California, Riverside 2000 — 2004
Business Administration
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley
FMV Opinions, Inc. June 2013 - Present
UCSB AS Bike Committee April 2012 - Present
Teacher Created Materials June 2010 - August 2010
Education
University of California, Santa Barbara 2011 — 2015
Servite High School 2007 — 2011
Houlihan Lokey March 2014 - Present
Mesirow Financial Consulting, LLC December 2010 - March 2014
FMV Opinions, Inc. August 2008 - December 2010
Skills
Financial Reporting, CrossFit, Financial Modeling, Valuation Modeling, Business Valuation, DCF Valuation, Equity Valuation, Impairment Testing, Company Valuation, Financial Analysis, Intangible Assets, Microsoft Excel, Purchase Price..., Corporate Finance, Valuation, Finance, Due Diligence, Solvency
Education
University of Oregon 2004 — 2008
Bachelor of Science (BS), Business Administration
FMV Opinions, Inc. 2009 - Present
Harmon & Davies, P.C. 2004 - 2007
Education
University of Nevada-Las Vegas 2002 — 2007
Bachelor of Arts (B.A.), Communications