Forbes Mergers & Acquisitions
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Forbes Mergers & Acquisitions Employees
Employee
Years
Job
Industry
Matthew McGlynn Matthew McGlynn's Forbes Mergers & Acquisitions Experience June 2013 - August 2013
Job Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft August 2015 - Present
Microsoft May 2014 - August 2014
Forbes Mergers & Acquisitions June 2013 - August 2013
University of Notre Dame January 2012 - May 2013
Skills
Windows Server, System Center, Java, iOS development, C++, Objective-C, Matlab, Modern Standard Arabic, Microsoft Office, Spanish, Entrepreneur, Smart Technology, Visual Basic
Education
University of Notre Dame 2011 — 2015
Bachelor of Science (BS), Computer Engineering
Cherry Creek High School 2007 — 2011
Microsoft August 2015 - Present
Microsoft May 2014 - August 2014
Forbes Mergers & Acquisitions June 2013 - August 2013
University of Notre Dame January 2012 - May 2013
Skills
Windows Server, System Center, Java, iOS development, C++, Objective-C, Matlab, Modern Standard Arabic, Microsoft Office, Spanish, Entrepreneur, Smart Technology, Visual Basic
Education
University of Notre Dame 2011 — 2015
Bachelor of Science (BS), Computer Engineering
Cherry Creek High School 2007 — 2011
Christopher Tilton Christopher Tilton's Forbes Mergers & Acquisitions Experience October 2013 - February 2014
Job Associate Recruiter at Oakwood Search Consultants
Industry Accounting
Experience
Oakwood Search Consultants February 2015 - Present
Zayo Group February 2014 - October 2014
Forbes Mergers & Acquisitions October 2013 - February 2014
Arrow Electronics, Inc. June 2013 - August 2013
Arrow Electronics June 2012 - August 2012
Arrow Electronics, Inc June 2012 - August 2012
Skills
Financial Modeling, Analysis, Finance, Management, Forecasting, Financial Accounting, Market Research
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Denver 2009 — 2013
B.S.B.A, Finance
Oakwood Search Consultants February 2015 - Present
Zayo Group February 2014 - October 2014
Forbes Mergers & Acquisitions October 2013 - February 2014
Arrow Electronics, Inc. June 2013 - August 2013
Arrow Electronics June 2012 - August 2012
Arrow Electronics, Inc June 2012 - August 2012
Skills
Financial Modeling, Analysis, Finance, Management, Forecasting, Financial Accounting, Market Research
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance, General
University of Denver 2009 — 2013
B.S.B.A, Finance
Brant Helferich Brant Helferich's Forbes Mergers & Acquisitions Experience February 2013 - August 2013
Job Product Analyst at Integra Telecommunications
Industry Telecommunications
Experience
Integra Telecommunications September 2013 - Present
Forbes Mergers & Acquisitions February 2013 - August 2013
BBVA Compass Bank October 2001 - January 2011
Berkshire Advisor Resource January 2001 - September 2001
Prudential Insurance Company of America, Inc. May 2000 - November 2000
Bellco First Federal Credit Union January 1998 - May 2000
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Banking, Loans, Management, Valuation, CRM, Sales, Marketing, Insurance, Underwriting, Entrepreneurship, Corporate Finance, Business Strategy, Leadership, Due Diligence, Competitive Analysis, Business Analysis, Finance, Mergers & Acquisitions, Investment Banking
Education
University of Denver - Daniels College of Business 2009 — 2012
Master of Science (MS), Finance
University of Denver - Daniels College of Business 2009 — 2012
International Master of Business Administration (IMBA), International Business
University of Wisconsin, Milwaukee, WI 1992 — 1996
Bachelor of Science degree, Kinesiology and Exercise Science
CFA Candidate
Colorado Insurance Licenses
Integra Telecommunications September 2013 - Present
Forbes Mergers & Acquisitions February 2013 - August 2013
BBVA Compass Bank October 2001 - January 2011
Berkshire Advisor Resource January 2001 - September 2001
Prudential Insurance Company of America, Inc. May 2000 - November 2000
Bellco First Federal Credit Union January 1998 - May 2000
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Investments, Banking, Loans, Management, Valuation, CRM, Sales, Marketing, Insurance, Underwriting, Entrepreneurship, Corporate Finance, Business Strategy, Leadership, Due Diligence, Competitive Analysis, Business Analysis, Finance, Mergers & Acquisitions, Investment Banking
Education
University of Denver - Daniels College of Business 2009 — 2012
Master of Science (MS), Finance
University of Denver - Daniels College of Business 2009 — 2012
International Master of Business Administration (IMBA), International Business
University of Wisconsin, Milwaukee, WI 1992 — 1996
Bachelor of Science degree, Kinesiology and Exercise Science
CFA Candidate
Colorado Insurance Licenses
Bob Newkirk Bob Newkirk's Forbes Mergers & Acquisitions Experience September 2011 - October 2012
Job Senior Contract Manager at Honeywell
Industry Environmental Services
Experience
Honeywell November 2012 - Present
Forbes Mergers & Acquisitions September 2011 - October 2012
Evergreen M&A January 2008 - April 2011
UnitedHealth Group May 1997 - January 2008
Dorsey & Whitney LLP September 1994 - April 1997
US Securities and Exchange Commission September 1993 - September 1994
U.S. Court of Appeals for the D.C. Circuit August 1992 - August 1993
Arthur Young August 1987 - September 1989
Education
University of Chicago Law School 1989 — 1992
J.D., Law
University of Illinois at Urbana-Champaign 1984 — 1987
B.S., B.S., Accountancy, Economics
Honeywell November 2012 - Present
Forbes Mergers & Acquisitions September 2011 - October 2012
Evergreen M&A January 2008 - April 2011
UnitedHealth Group May 1997 - January 2008
Dorsey & Whitney LLP September 1994 - April 1997
US Securities and Exchange Commission September 1993 - September 1994
U.S. Court of Appeals for the D.C. Circuit August 1992 - August 1993
Arthur Young August 1987 - September 1989
Education
University of Chicago Law School 1989 — 1992
J.D., Law
University of Illinois at Urbana-Champaign 1984 — 1987
B.S., B.S., Accountancy, Economics
Faye(Junhui) Lin Faye(Junhui) Lin's Forbes Mergers & Acquisitions Experience January 2014 - May 2014
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
New York Great State Overseas Development Service, Inc October 2014 - June 2015
GCI Management GmbH June 2014 - September 2014
Forbes Mergers & Acquisitions January 2014 - May 2014
iCAST(International Center for Appropriate & Sustainable Technology) February 2013 - December 2013
Star Group Co. Ltd July 2011 - September 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Financial Modeling, Data Analysis, Teamwork, Finance, Budgets, Forecasting, Leadership, Business Valuation, CRM, Salesforce, Analysis
Education
University of Denver, Daniels College of Business
Master of Science in Finance
Keuka College 2011 — 2012
Bachelor of Science in Management
Chengyi College of Jimei University 2008 — 2012
Bachelor of International Accounting
Wells Fargo July 2015 - Present
New York Great State Overseas Development Service, Inc October 2014 - June 2015
GCI Management GmbH June 2014 - September 2014
Forbes Mergers & Acquisitions January 2014 - May 2014
iCAST(International Center for Appropriate & Sustainable Technology) February 2013 - December 2013
Star Group Co. Ltd July 2011 - September 2011
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Financial Modeling, Data Analysis, Teamwork, Finance, Budgets, Forecasting, Leadership, Business Valuation, CRM, Salesforce, Analysis
Education
University of Denver, Daniels College of Business
Master of Science in Finance
Keuka College 2011 — 2012
Bachelor of Science in Management
Chengyi College of Jimei University 2008 — 2012
Bachelor of International Accounting
Sam Finster's Forbes Mergers & Acquisitions Experience June 2013 - September 2013
Job Financial Analyst at Arrow Electronics
Industry Financial Services
Experience
Arrow Electronics April 2014 - Present
Forbes Mergers & Acquisitions June 2013 - September 2013
El Paso Community College March 2012 - June 2012
Skills
Higher Education, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Planning, Statistics, PowerPoint, Public Speaking, Teaching, Microsoft Word, Data Analysis, Research, Financial Analysis, Analysis, Teamwork, Corporate Finance, Leadership, Spanish, Business Strategy, Valuation, Entrepreneurship
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science, Finance, 3.85
The University of Texas at El Paso 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
Arrow Electronics April 2014 - Present
Forbes Mergers & Acquisitions June 2013 - September 2013
El Paso Community College March 2012 - June 2012
Skills
Higher Education, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Planning, Statistics, PowerPoint, Public Speaking, Teaching, Microsoft Word, Data Analysis, Research, Financial Analysis, Analysis, Teamwork, Corporate Finance, Leadership, Spanish, Business Strategy, Valuation, Entrepreneurship
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science, Finance, 3.85
The University of Texas at El Paso 2006 — 2011
Bachelor of Business Administration (BBA), Finance, General
Lon Sears Lon Sears's Forbes Mergers & Acquisitions Experience January 2011 - Present
Job Business Sale and Acquisition Advisor
Industry Investment Banking
Experience
Forbes Mergers & Acquisitions January 2011 - Present
Integrity Leadership Consulting September 2010 - Present
FirstChoice Home HealthCare, Inc. August 1993 - October 2010
Skills
Healthcare, Mergers, Business Valuation, Business Acquisition, Corporate Finance, Investment Banking, Selling Businesses, Business Brokerage, Growth Capital, Buying a Business, Capital Structure, Business Growth..., Managing Business Growth, Value Enhancement, Private Equity Funding, Strategic Growth, Secured Transactions, Leadership, Marketing, Business Strategy, Healthcare Information..., Marketing Strategy, Coaching, Medicare, Mergers & Acquisitions, Healthcare Management, Recruiting, Team Building, Entrepreneurship, Strategy, Public Speaking, Home Care, New Business Development, Strategic Planning, Management, Hospitals, Customer Service, Start-ups, Business Planning
Education
University of Denver - Daniels College of Business 1992 — 1993
MBA, Entrepreneurial Management
University of Northern Colorado 1984 — 1989
BA, BS, Biology and Business Management
Forbes Mergers & Acquisitions January 2011 - Present
Integrity Leadership Consulting September 2010 - Present
FirstChoice Home HealthCare, Inc. August 1993 - October 2010
Skills
Healthcare, Mergers, Business Valuation, Business Acquisition, Corporate Finance, Investment Banking, Selling Businesses, Business Brokerage, Growth Capital, Buying a Business, Capital Structure, Business Growth..., Managing Business Growth, Value Enhancement, Private Equity Funding, Strategic Growth, Secured Transactions, Leadership, Marketing, Business Strategy, Healthcare Information..., Marketing Strategy, Coaching, Medicare, Mergers & Acquisitions, Healthcare Management, Recruiting, Team Building, Entrepreneurship, Strategy, Public Speaking, Home Care, New Business Development, Strategic Planning, Management, Hospitals, Customer Service, Start-ups, Business Planning
Education
University of Denver - Daniels College of Business 1992 — 1993
MBA, Entrepreneurial Management
University of Northern Colorado 1984 — 1989
BA, BS, Biology and Business Management
Bob Forbes Bob Forbes's Forbes Mergers & Acquisitions Experience 2004 - Present
Job Business Sale and Acquisition Advisor, The Forbes M+A Group
Industry Investment Banking
Experience
Forbes Mergers & Acquisitions 2004 - Present
Wyoming Power Partners 1997 - Present
M2M Datacorp 1999 - 2003
Authentor Systems 1997 - 2002
Peak Network Communications 1996 - 1999
EnergyWorld 1995 - 1996
Independent Energy Partners 1991 - 1996
Skills
Selling Businesses, Buying a Business, Business Valuation, Value Enhancement, Corporate Finance, Mergers, Business Acquisition, Investment Banking, Private Equity Funding, Capital Structure, Secured Transactions, Business Brokerage, Growth Capital, Business Growth..., Strategic Growth..., Business Acquisition...
Education
University of Colorado at Denver 1988 — 1991
BS
Harvard Law School
Forbes Mergers & Acquisitions 2004 - Present
Wyoming Power Partners 1997 - Present
M2M Datacorp 1999 - 2003
Authentor Systems 1997 - 2002
Peak Network Communications 1996 - 1999
EnergyWorld 1995 - 1996
Independent Energy Partners 1991 - 1996
Skills
Selling Businesses, Buying a Business, Business Valuation, Value Enhancement, Corporate Finance, Mergers, Business Acquisition, Investment Banking, Private Equity Funding, Capital Structure, Secured Transactions, Business Brokerage, Growth Capital, Business Growth..., Strategic Growth..., Business Acquisition...
Education
University of Colorado at Denver 1988 — 1991
BS
Harvard Law School
Gary A. Grange Gary A. Grange's Forbes Mergers & Acquisitions Experience December 2012 - Present
Job Merger & Acquisition Advisor
Industry Investment Banking
Experience
Forbes Mergers & Acquisitions December 2012 - Present
IBG [International Business Group, Ltd.] July 1992 - November 2012
Corporate Finance Associates 1987 - 1992
M&A International, Inc. 1981 - 1987
Ernst & Young 1969 - 1980
Skills
Mergers, Valuation, Due Diligence, Capital Formation, Investment Banking, Corporate Finance, Financial Modeling, Investments, Financial Analysis, M&A experience, Corporate Development, Business Strategy, Private Equity, Business Valuation, Strategic Planning, Growth Capital, Capital Structure, Exit Strategies, Recapitalizations, Management Consulting
Education
Iowa State University
Bachelor of Science
Forbes Mergers & Acquisitions December 2012 - Present
IBG [International Business Group, Ltd.] July 1992 - November 2012
Corporate Finance Associates 1987 - 1992
M&A International, Inc. 1981 - 1987
Ernst & Young 1969 - 1980
Skills
Mergers, Valuation, Due Diligence, Capital Formation, Investment Banking, Corporate Finance, Financial Modeling, Investments, Financial Analysis, M&A experience, Corporate Development, Business Strategy, Private Equity, Business Valuation, Strategic Planning, Growth Capital, Capital Structure, Exit Strategies, Recapitalizations, Management Consulting
Education
Iowa State University
Bachelor of Science
Andrew Seibert's Forbes Mergers & Acquisitions Experience May 2008 - November 2008
Job Managing Partner at SMN Capital Partners, L.P.
Industry Retail
Experience
SMN Capital Partners, L.P. July 2014 - Present
Bricker Holdings August 2011 - Present
Alaide January 2010 - July 2015
Psycho Bunny September 2011 - March 2014
Loro Piana November 2008 - August 2009
Forbes Mergers & Acquisitions May 2008 - November 2008
PGA TOUR July 2002 - August 2006
Skills
Retail, Brand Development, Fashion, Marketing, Sales, Social Media, Merchandising, Email Marketing, Digital Marketing, Facebook, Management, Apparel, Blogging, Company Branding, Luxury Goods, Finance, Private Equity, Strategic Planning, Visual Merchandising, Marketing Strategy, Social Media Marketing
Education
University of Denver - Daniels College of Business 2006 — 2008
Master of Business Administration (MBA), Master of Science in Finance
London College of Fashion 2005 — 2005
Certificates of Completion, The Business of Fashion
University of Denver 1998 — 2002
BSBA, Finance/Economics
Trinity Preparatory School 1995 — 1998
High School Diploma with Honors
SMN Capital Partners, L.P. July 2014 - Present
Bricker Holdings August 2011 - Present
Alaide January 2010 - July 2015
Psycho Bunny September 2011 - March 2014
Loro Piana November 2008 - August 2009
Forbes Mergers & Acquisitions May 2008 - November 2008
PGA TOUR July 2002 - August 2006
Skills
Retail, Brand Development, Fashion, Marketing, Sales, Social Media, Merchandising, Email Marketing, Digital Marketing, Facebook, Management, Apparel, Blogging, Company Branding, Luxury Goods, Finance, Private Equity, Strategic Planning, Visual Merchandising, Marketing Strategy, Social Media Marketing
Education
University of Denver - Daniels College of Business 2006 — 2008
Master of Business Administration (MBA), Master of Science in Finance
London College of Fashion 2005 — 2005
Certificates of Completion, The Business of Fashion
University of Denver 1998 — 2002
BSBA, Finance/Economics
Trinity Preparatory School 1995 — 1998
High School Diploma with Honors
Aaron Nelson's Forbes Mergers & Acquisitions Experience 2011 - 2012
Job Experienced professional with a background in investment banking, corporate finance and entrepreneurship
Industry Capital Markets
Experience
Contract Position (Finance) in Pulp & Tissue Industry July 2014 - July 2015
Alternative Investment Resource 2012 - July 2014
Forbes Mergers & Acquisitions 2011 - 2012
Progress Building July 2008 - 2011
Boulder Green Building Guild 2007 - 2011
Alliance for Sustainable Colorado 2004 - 2009
Skills
Mergers & Acquisitions, Financial Modeling, Asset Management, Investment Banking, Real Estate Development, Real Estate Economics, Asset Managment, Investments, Real Estate Finance, Strategic Planning, Consulting, Financial Analysis, Corporate Finance
Education
University of Colorado at Denver 2009 — 2012
MBA, Finance
ACG Leadership 20
Metro Denver Chamber of Commerce
Colorado State University 2005 — 2005
Green Building Certificate
University of Puget Sound 2000 — 2003
BA
Contract Position (Finance) in Pulp & Tissue Industry July 2014 - July 2015
Alternative Investment Resource 2012 - July 2014
Forbes Mergers & Acquisitions 2011 - 2012
Progress Building July 2008 - 2011
Boulder Green Building Guild 2007 - 2011
Alliance for Sustainable Colorado 2004 - 2009
Skills
Mergers & Acquisitions, Financial Modeling, Asset Management, Investment Banking, Real Estate Development, Real Estate Economics, Asset Managment, Investments, Real Estate Finance, Strategic Planning, Consulting, Financial Analysis, Corporate Finance
Education
University of Colorado at Denver 2009 — 2012
MBA, Finance
ACG Leadership 20
Metro Denver Chamber of Commerce
Colorado State University 2005 — 2005
Green Building Certificate
University of Puget Sound 2000 — 2003
BA
Knox Burns's Forbes Mergers & Acquisitions Experience February 2013 - May 2013
Job Division Finance Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita January 2014 - Present
DaVita June 2013 - September 2013
Forbes Mergers & Acquisitions February 2013 - May 2013
Bank of the West April 2009 - August 2012
Bank of the West September 2006 - March 2009
Bank of the West May 2006 - September 2006
The North Face January 2006 - April 2006
Wachovia Securities September 2005 - December 2005
Skills
Nationwide Mortgage..., Colorado Life and..., Colorado Accident and..., Financial Industry..., Sales, Investments, Business Development, Loans, Customer Service, Sales Management, Market Research, Analysis, Financial Services, Management, Financial Analysis, Credit, Banking, Finance, Risk Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science (MS), Finance
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Economics
DaVita January 2014 - Present
DaVita June 2013 - September 2013
Forbes Mergers & Acquisitions February 2013 - May 2013
Bank of the West April 2009 - August 2012
Bank of the West September 2006 - March 2009
Bank of the West May 2006 - September 2006
The North Face January 2006 - April 2006
Wachovia Securities September 2005 - December 2005
Skills
Nationwide Mortgage..., Colorado Life and..., Colorado Accident and..., Financial Industry..., Sales, Investments, Business Development, Loans, Customer Service, Sales Management, Market Research, Analysis, Financial Services, Management, Financial Analysis, Credit, Banking, Finance, Risk Management
Education
University of Denver - Daniels College of Business 2012 — 2014
Master of Science (MS), Finance
University of Georgia - Terry College of Business 2001 — 2005
Bachelor of Business Administration, Economics
Matthew Treschitta's Forbes Mergers & Acquisitions Experience July 2013 - January 2014
Job Research Associate at Heikkinen Energy Advisors
Industry Investment Banking
Experience
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Heikkinen Energy Advisors January 2014 - December 2014
Forbes Mergers & Acquisitions July 2013 - January 2014
MSF Enterprises, LLC February 2013 - June 2013
Investment Professionals, Inc. February 2012 - October 2012
Fidelity Investments October 2010 - October 2011
Skills
Financial Analysis, Equity Research, Economics, Market Analysis, Alternative Investments, Investment Strategies, Derivatives, Trading, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Microsoft Excel, Fixed Income Research, Portfolio Management, Portfolio Optimization, Management, Securities Analysis, Financial Institutions..., Quantitative Finance, Quantitative Research, Fundamental Analysis, Options, Oil Analysis, Energy Industry
Education
University of Colorado at Boulder 2005 — 2010
BA, Economics
Christopher Firestone's Forbes Mergers & Acquisitions Experience May 2012 - October 2013
Job Financial Analyst at Chipotle Mexican Grill
Industry Restaurants
Experience
Chipotle Mexican Grill January 2015 - Present
Einstein Noah Restaurant Group, Inc. October 2013 - June 2014
Forbes Mergers & Acquisitions May 2012 - October 2013
Southern Wine & Spirits of Colorado 2011 - May 2012
Daniels Consulting Firm January 2012 - April 2012
Southern Wine & Spirits of Colorado 2010 - 2011
Southern Wine & Spirits of Colorado 2008 - 2010
Southern Wine & Spirits of Colorado 2007 - 2008
Southern Wine & Spirits of New York (NYC) 2006 - 2007
Southern Wine & Spirits of New York (NYC) 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Mergers & Acquisitions, Business Valuation, Corporate Finance, Program Management, Strategic Financial..., Business Strategy, Financial Statement..., New Business Development, Performance Improvement, Leveraged Buyouts, Key Account Management, Revitalizing Stagnant..., Sales Training, Market Evaluation and..., Competitive Set Analysis
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Concentration in Finance
Training the Street 2011 — 2012
Financial Modeling, Corporate Valuation, Leveraged Buyouts
University of Missouri-Columbia 1997 — 2001
B.A., Communications; Theatre
Court of Master Sommeliers
Level One Master Sommelier Exam
American Sommelier Association
Viticulture/Vinification Program
D.E. Jones & Associates 2009 — 2010
Results Oriented Coaching; Results Oriented Selling
Chipotle Mexican Grill January 2015 - Present
Einstein Noah Restaurant Group, Inc. October 2013 - June 2014
Forbes Mergers & Acquisitions May 2012 - October 2013
Southern Wine & Spirits of Colorado 2011 - May 2012
Daniels Consulting Firm January 2012 - April 2012
Southern Wine & Spirits of Colorado 2010 - 2011
Southern Wine & Spirits of Colorado 2008 - 2010
Southern Wine & Spirits of Colorado 2007 - 2008
Southern Wine & Spirits of New York (NYC) 2006 - 2007
Southern Wine & Spirits of New York (NYC) 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Mergers & Acquisitions, Business Valuation, Corporate Finance, Program Management, Strategic Financial..., Business Strategy, Financial Statement..., New Business Development, Performance Improvement, Leveraged Buyouts, Key Account Management, Revitalizing Stagnant..., Sales Training, Market Evaluation and..., Competitive Set Analysis
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Concentration in Finance
Training the Street 2011 — 2012
Financial Modeling, Corporate Valuation, Leveraged Buyouts
University of Missouri-Columbia 1997 — 2001
B.A., Communications; Theatre
Court of Master Sommeliers
Level One Master Sommelier Exam
American Sommelier Association
Viticulture/Vinification Program
D.E. Jones & Associates 2009 — 2010
Results Oriented Coaching; Results Oriented Selling