Fortis Capital
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Fortis Capital Employees
Employee
Years
Job
Industry
Brandon Bergman, CFE Brandon Bergman, CFE's Fortis Capital Experience June 2008 - July 2008
Job Investigative Auditor at The University of Texas at Dallas
Industry Higher Education
Experience
The University of Texas at Dallas August 2013 - Present
Texas Tech University System June 2010 - July 2013
Texas Tornado Hockey Club April 2009 - May 2010
Texas Tech University Health Sciences Center November 2006 - October 2008
Fortis Capital June 2008 - July 2008
Academy Sports and Outdoors March 2006 - August 2006
Forth Worth Symphony Orchestra November 2005 - January 2006
Skills
Financial Analysis, Internal Audit, Compliance, Data Analysis, Corporate Fraud..., Risk Reduction, Grant Reviewing, Audit Software, Operations Audit, Process Analysis, Controls Assessment, Account Reconciliation, Revenue Assurance, Expense Allocation, Microsoft Office, IDEA Data Analysis..., Banner Finance, TeamMate, Cognos, Laserfiche, Document Imaging, Budget Monitoring, Higher Education, Higher Education..., GAAP, Financial Reporting, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2006 — 2008
BBA, Managment
University of Iowa
The University of Texas at Dallas August 2013 - Present
Texas Tech University System June 2010 - July 2013
Texas Tornado Hockey Club April 2009 - May 2010
Texas Tech University Health Sciences Center November 2006 - October 2008
Fortis Capital June 2008 - July 2008
Academy Sports and Outdoors March 2006 - August 2006
Forth Worth Symphony Orchestra November 2005 - January 2006
Skills
Financial Analysis, Internal Audit, Compliance, Data Analysis, Corporate Fraud..., Risk Reduction, Grant Reviewing, Audit Software, Operations Audit, Process Analysis, Controls Assessment, Account Reconciliation, Revenue Assurance, Expense Allocation, Microsoft Office, IDEA Data Analysis..., Banner Finance, TeamMate, Cognos, Laserfiche, Document Imaging, Budget Monitoring, Higher Education, Higher Education..., GAAP, Financial Reporting, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2006 — 2008
BBA, Managment
University of Iowa
Joshua Persky Joshua Persky's Fortis Capital Experience 2001 - 2005
Job Sr. Financial Analyst at Solutionary
Industry Financial Services
Experience
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1996 - 2001
Skills
Computer Proficiency, Wireless, Network Communications, satellite, valuations, investment banking, commercial banking, Microsoft Office, wind energy, shipping, Hebrew, Analysis, writing, credit, trading, charting, Business Development, Business Strategy, International M&A, International, Valuation, Business Valuation, Venture Capital, Corporate Development, Start-ups, Executive Management, Business Modeling, Private Equity, Commercial Banking, Credit, Investment Banking, Satellite, Shipping, Trading, Wind, Corporate Finance, Finance, Investments, Management, Marketing Strategy, Strategic Planning, Strategy, Strategic Partnerships, Chart
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
B.S.
The Dalton High School 1971 — 1977
High School Diploma
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1996 - 2001
Skills
Computer Proficiency, Wireless, Network Communications, satellite, valuations, investment banking, commercial banking, Microsoft Office, wind energy, shipping, Hebrew, Analysis, writing, credit, trading, charting, Business Development, Business Strategy, International M&A, International, Valuation, Business Valuation, Venture Capital, Corporate Development, Start-ups, Executive Management, Business Modeling, Private Equity, Commercial Banking, Credit, Investment Banking, Satellite, Shipping, Trading, Wind, Corporate Finance, Finance, Investments, Management, Marketing Strategy, Strategic Planning, Strategy, Strategic Partnerships, Chart
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
B.S.
The Dalton High School 1971 — 1977
High School Diploma
Lauren Mintzer Lauren Mintzer's Fortis Capital Experience 1991 - 1993
Job Editor at HamletHub
Industry Online Media
Experience
HamletHub February 2014 - Present
Career Break Volunteer in Community 2000 - Present
IDLife October 2013 - November 2014
Swiss Re 1996 - 1999
Cantor Fitzgerald 1995 - 1996
Goldman Sachs 1993 - 1995
Fortis Capital 1991 - 1993
Ernst & Young 1989 - 1991
Skills
Microsoft Word, QuickBooks, Microsoft Excel, Non-profits, Outlook, PowerPoint, Financial Reporting, Financial Analysis, Program Management, Public Speaking, Training, Research, Nonprofits, Strategic Planning, Advertising
Education
The University of Texas at Austin 1985 — 1989
BBA, Accounting
HamletHub February 2014 - Present
Career Break Volunteer in Community 2000 - Present
IDLife October 2013 - November 2014
Swiss Re 1996 - 1999
Cantor Fitzgerald 1995 - 1996
Goldman Sachs 1993 - 1995
Fortis Capital 1991 - 1993
Ernst & Young 1989 - 1991
Skills
Microsoft Word, QuickBooks, Microsoft Excel, Non-profits, Outlook, PowerPoint, Financial Reporting, Financial Analysis, Program Management, Public Speaking, Training, Research, Nonprofits, Strategic Planning, Advertising
Education
The University of Texas at Austin 1985 — 1989
BBA, Accounting
Clayton Stanley's Fortis Capital Experience July 2003 - April 2004
Job Vice President Corporate Development at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas July 2015 - Present
Xerox Services August 2006 - July 2015
Price Waterhouse Coopers February 2005 - August 2006
Fortis Capital July 2003 - April 2004
Energy Capital Solutions, LLC November 2001 - April 2002
RBC Capital Markets October 1999 - October 2001
Arthur Andersen August 1998 - September 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Auditing, Corporate Finance, Energy, M&A experience, Private Equity, Investment Banking, Corporate Development, Strategic Planning, Finance, Business Strategy, Business Development, Negotiation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1998
BBA, MPA, Accounting
NTT DATA Americas July 2015 - Present
Xerox Services August 2006 - July 2015
Price Waterhouse Coopers February 2005 - August 2006
Fortis Capital July 2003 - April 2004
Energy Capital Solutions, LLC November 2001 - April 2002
RBC Capital Markets October 1999 - October 2001
Arthur Andersen August 1998 - September 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Auditing, Corporate Finance, Energy, M&A experience, Private Equity, Investment Banking, Corporate Development, Strategic Planning, Finance, Business Strategy, Business Development, Negotiation
Education
The University of Texas at Austin - Red McCombs School of Business 1993 — 1998
BBA, MPA, Accounting
Eric Hanson Eric Hanson's Fortis Capital Experience April 1999 - February 2004
Job Wealth Management Advisor The Andriole Group
Industry Financial Services
Experience
The Andriole Group HighTower November 2013 - Present
Merrill Lynch February 2009 - November 2013
Acara Partners September 2004 - August 2008
Fortis Capital April 1999 - February 2004
UBS January 1993 - January 1999
US Army September 1988 - May 1992
Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Loans, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Investment Strategies, Mutual Funds, CRPC, Strategic Planning, Commercial Real Estate, Mergers, ADPA-Accredited..., CRPS, Financial Analysis, Leadership, Management, Retirement, Risk Management
Education
University of Pennsylvania 1984 — 1988
BS, Mechanical Engineering
Conestoga High School 1980 — 1984
The Andriole Group HighTower November 2013 - Present
Merrill Lynch February 2009 - November 2013
Acara Partners September 2004 - August 2008
Fortis Capital April 1999 - February 2004
UBS January 1993 - January 1999
US Army September 1988 - May 1992
Skills
Investments, Wealth Management, Retirement Planning, Finance, Series 7, Loans, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Investment Strategies, Mutual Funds, CRPC, Strategic Planning, Commercial Real Estate, Mergers, ADPA-Accredited..., CRPS, Financial Analysis, Leadership, Management, Retirement, Risk Management
Education
University of Pennsylvania 1984 — 1988
BS, Mechanical Engineering
Conestoga High School 1980 — 1984
Passchier Veefkind Passchier Veefkind's Fortis Capital Experience January 2008 - August 2009
Job Director at ABN AMRO Bank N.V.
Industry Investment Banking
Experience
ABN AMRO Bank N.V. October 2014 - Present
ABN AMRO Bank N.V. March 2013 - September 2014
BNP Paribas March 2011 - February 2013
BNP Paribas August 2009 - March 2011
Fortis Capital January 2008 - August 2009
Fortis Bank N.V./S.A. October 2006 - January 2008
University of Amsterdam January 2006 - October 2006
TaqT September 2004 - October 2006
Utrecht School of Economics January 2005 - September 2005
Skills
Project Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Risk Management, Financial Structuring, Structured Finance, Mergers & Acquisitions
Education
University of Amsterdam 2000 — 2006
MSC (cum laude), International Relations / International Economics (interruption: 2003-4; research India fall 2005)
ABN AMRO Bank N.V. October 2014 - Present
ABN AMRO Bank N.V. March 2013 - September 2014
BNP Paribas March 2011 - February 2013
BNP Paribas August 2009 - March 2011
Fortis Capital January 2008 - August 2009
Fortis Bank N.V./S.A. October 2006 - January 2008
University of Amsterdam January 2006 - October 2006
TaqT September 2004 - October 2006
Utrecht School of Economics January 2005 - September 2005
Skills
Project Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Risk Management, Financial Structuring, Structured Finance, Mergers & Acquisitions
Education
University of Amsterdam 2000 — 2006
MSC (cum laude), International Relations / International Economics (interruption: 2003-4; research India fall 2005)
Brian Wallace, P.E. Brian Wallace, P.E.'s Fortis Capital Experience January 2001 - September 2009
Job Director at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO October 2011 - Present
UBS Securities Co., Ltd October 2009 - August 2011
Fortis Capital January 2001 - September 2009
BancTexas 1983 - 1989
Skills
Investment Banking, Structured Finance, Natural Gas, Valuation, Gas, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence, Credit Analysis, Energy, Financial Structuring, Energy Industry, Risk Management, Commercial Banking
Education
Marietta College 1975 — 1979
Bachelor of Science (BS), Petroleum Engineering
ABN AMRO October 2011 - Present
UBS Securities Co., Ltd October 2009 - August 2011
Fortis Capital January 2001 - September 2009
BancTexas 1983 - 1989
Skills
Investment Banking, Structured Finance, Natural Gas, Valuation, Gas, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Financial Modeling, Capital Markets, Due Diligence, Credit Analysis, Energy, Financial Structuring, Energy Industry, Risk Management, Commercial Banking
Education
Marietta College 1975 — 1979
Bachelor of Science (BS), Petroleum Engineering
Kevin O'Hara Kevin O'Hara's Fortis Capital Experience 2007 - 2009
Job Director at AMA Capital Partners
Industry Banking
Experience
AMA Capital Partners February 2012 - Present
BNP Paribas November 2007 - November 2011
Fortis Capital 2007 - 2009
DnB NOR October 2004 - October 2007
American Marine Advisors September 2000 - October 2004
Skills
Commercial Banking, Advisory, Equity and Mezzanine...
Education
Loyola College in Maryland 1992 — 1996
BBA, Finance and International Business
LaSalle College High School 1988 — 1992
AMA Capital Partners February 2012 - Present
BNP Paribas November 2007 - November 2011
Fortis Capital 2007 - 2009
DnB NOR October 2004 - October 2007
American Marine Advisors September 2000 - October 2004
Skills
Commercial Banking, Advisory, Equity and Mezzanine...
Education
Loyola College in Maryland 1992 — 1996
BBA, Finance and International Business
LaSalle College High School 1988 — 1992
Junko Hori Junko Hori's Fortis Capital Experience November 2002 - May 2006
Job HR Generalist / Benefits Specialist. Lower Fairfield County, CT and Greater New York City Area
Industry Human Resources
Experience
Mizuho Trust & Banking Co. (USA) October 2011 - Present
Nordea January 2011 - July 2011
BNP Paribas Fortis January 2010 - September 2010
Fortis Bank April 2009 - December 2009
Fortis Bank June 2006 - March 2009
Fortis Capital November 2002 - May 2006
Kyodo News 1993 - 1995
Asahi Advertising 1990 - 1992
Skills
Employee Relations, Recruiting, Human Resources, New Hire Orientations, Performance Management, Benefits Administration, Project Management, Administration, Workforce Planning, Temporary Placement, Leadership, Onboarding, Organizational..., Mergers & Acquisitions, Employee Benefits, Executive Search, Payroll, Applicant Tracking..., Career Development, Training, Technical Recruiting, Time Management, Strategy, Talent Management, Coaching, Employment Law, HR Policies, Hiring, Accounting, Organizational..., Interviews, Deferred Compensation, Personnel Management, Policy, Sourcing, Banking, System Administration, Teamwork, Management, Change Management, Recruitment Advertising, Contract Recruitment, HR Consulting, Leadership Development, Insurance, Vendor Management, Succession Planning, Screening Resumes, Talent Acquisition, Employee Engagement
Education
Sacred Heart University
BA, Business Administration
Sacred Heart University
MBA Courses, International Business
University of Colorado Boulder
BA, Japanese Language & Literature
Mizuho Trust & Banking Co. (USA) October 2011 - Present
Nordea January 2011 - July 2011
BNP Paribas Fortis January 2010 - September 2010
Fortis Bank April 2009 - December 2009
Fortis Bank June 2006 - March 2009
Fortis Capital November 2002 - May 2006
Kyodo News 1993 - 1995
Asahi Advertising 1990 - 1992
Skills
Employee Relations, Recruiting, Human Resources, New Hire Orientations, Performance Management, Benefits Administration, Project Management, Administration, Workforce Planning, Temporary Placement, Leadership, Onboarding, Organizational..., Mergers & Acquisitions, Employee Benefits, Executive Search, Payroll, Applicant Tracking..., Career Development, Training, Technical Recruiting, Time Management, Strategy, Talent Management, Coaching, Employment Law, HR Policies, Hiring, Accounting, Organizational..., Interviews, Deferred Compensation, Personnel Management, Policy, Sourcing, Banking, System Administration, Teamwork, Management, Change Management, Recruitment Advertising, Contract Recruitment, HR Consulting, Leadership Development, Insurance, Vendor Management, Succession Planning, Screening Resumes, Talent Acquisition, Employee Engagement
Education
Sacred Heart University
BA, Business Administration
Sacred Heart University
MBA Courses, International Business
University of Colorado Boulder
BA, Japanese Language & Literature
Darryl Mack's Fortis Capital Experience January 2012 - November 2013
Job Partner at 6 Diamonds Hotel and Condo Brands
Industry Broadcast Media
Experience
Temptation Miami TV LLC February 2012 - Present
6 Diamonds Hotel and Condo Brands March 2011 - Present
Fortis Capital January 2012 - November 2013
Skills
Investment Banking, Loans, Customer Service, Hotels, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Microsoft Office, Process Improvement, Strategic Planning, Banking, Valuation, Financial Modeling, Business Strategy, Negotiation, Sales, Project Management
Education
University of California, Berkeley
Temptation Miami TV LLC February 2012 - Present
6 Diamonds Hotel and Condo Brands March 2011 - Present
Fortis Capital January 2012 - November 2013
Skills
Investment Banking, Loans, Customer Service, Hotels, Corporate Finance, Credit, Credit Analysis, Financial Analysis, Microsoft Office, Process Improvement, Strategic Planning, Banking, Valuation, Financial Modeling, Business Strategy, Negotiation, Sales, Project Management
Education
University of California, Berkeley
Charlie Tam Charlie Tam's Fortis Capital Experience 2007 — 2009
Job Investment Banking Associate
Industry Investment Banking
Experience
GE Capital Markets - Leveraged Finance 2014 — Present
Wells Fargo Securities - Leveraged Finance 2012 — 2014
Fortis Capital 2007 — 2009
Wells Fargo 2005 — 2006
Morgan Stanley 2003 — 2005
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Options, Trading, Capital Markets, Analysis, Financial Services, Investments, Equities, Private Equity, Mergers & Acquisitions, Finance
Education
Cornell University 1977 — 2004
Bachelor of Science (BS), Operations Research and Gender Studies
USC Marshall School of Business 2000 — 2004
Master of Business Administration (MBA)
GE Capital Markets - Leveraged Finance 2014 — Present
Wells Fargo Securities - Leveraged Finance 2012 — 2014
Fortis Capital 2007 — 2009
Wells Fargo 2005 — 2006
Morgan Stanley 2003 — 2005
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Investment Banking, Options, Trading, Capital Markets, Analysis, Financial Services, Investments, Equities, Private Equity, Mergers & Acquisitions, Finance
Education
Cornell University 1977 — 2004
Bachelor of Science (BS), Operations Research and Gender Studies
USC Marshall School of Business 2000 — 2004
Master of Business Administration (MBA)
Juan Jose Mejia Juan Jose Mejia's Fortis Capital Experience April 2006 - April 2010
Job Director, Structured Commodity Trade Finance Americas at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2010 - Present
Fortis Capital April 2006 - April 2010
BNP Paribas March 2001 - March 2006
Chase July 1994 - January 2001
Coopers & Lybrand December 1989 - July 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance, International Management
Pontificia Universidad Católica del Perú 1983 — 1989
BS, Engineering
Deutsche Bank August 2010 - Present
Fortis Capital April 2006 - April 2010
BNP Paribas March 2001 - March 2006
Chase July 1994 - January 2001
Coopers & Lybrand December 1989 - July 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance, International Management
Pontificia Universidad Católica del Perú 1983 — 1989
BS, Engineering
Joshua Persky's Fortis Capital Experience 2001 - 2005
Job Valuations Consultant
Industry Financial Services
Experience
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey Howard and Zukin December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1997 - 2001
Skills
Microsoft Office, Computer Proficiency, valuations, writing, credit, trading, analysis, Technical Writing, banking, commercial banking, investment banking, international, Business Development, Hebrew, Scuba Diving, Business Strategy, Finance, Investment Banking, Valuation, Management Consulting, Hedge Funds, Commercial Banking, Commercial Real Estate, Equities, Business Planning, Banking, Entrepreneurship, Analysis, Energy, Trading, Credit, Corporate Finance, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
BS, Management Science
The Dalton High School 1971 — 1977
High School, Liberal Arts and Sciences/Liberal Studies
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey Howard and Zukin December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1997 - 2001
Skills
Microsoft Office, Computer Proficiency, valuations, writing, credit, trading, analysis, Technical Writing, banking, commercial banking, investment banking, international, Business Development, Hebrew, Scuba Diving, Business Strategy, Finance, Investment Banking, Valuation, Management Consulting, Hedge Funds, Commercial Banking, Commercial Real Estate, Equities, Business Planning, Banking, Entrepreneurship, Analysis, Energy, Trading, Credit, Corporate Finance, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
BS, Management Science
The Dalton High School 1971 — 1977
High School, Liberal Arts and Sciences/Liberal Studies
Deirdre Sanborn's Fortis Capital Experience 1997 - 2009
Job Leadership Coach & Strategic Consultant w/ Expertise in Leadership Development, Team Building & Financial Management
Industry Professional Training & Coaching
Experience
Deirdre Sanborn & Associates 2014 - Present
Irie Ventures LLC 2012 - 2014
UBS Investment Bank October 2009 - 2014
Fortis Capital 1997 - 2009
Citibank 1992 - 1997
Skills
Strategic Planning, Executive Development, Business Coaching, Executive Coaching, Consulting, Business Strategy, Leadership Development, Financial Structuring, Business Development, Investment Banking, Due Diligence, Entrepreneurship, Structured Finance, Portfolio Management, Interpersonal Skills, Commodity, Investments, Valuation, Trading, Leveraged Finance, Credit Analysis, Strategy, Equities, Derivatives, Hedge Funds, Capital Markets, Energy, Financial Services, Private Equity, Loans, Corporate Finance, Project Finance, Financial Modeling, Credit Risk, Risk Management, Credit, Executive Management, Financial Analysis, Alternative Investments, Fixed Income, Emerging Markets, Finance, Syndications, Relationship Management, Team Leadership, Employee Relations, Succession Planning, Mentoring, Social Skills
Education
The Academies 2014 — 2015
Certified Executive Leadership & Development Coach
Foundation for Holistic Life Coaching 2014 — 2014
PSEN 2011 — 2014
College of the Holy Cross 1988 — 1992
BA, Economics
WILEY!
Deirdre Sanborn & Associates 2014 - Present
Irie Ventures LLC 2012 - 2014
UBS Investment Bank October 2009 - 2014
Fortis Capital 1997 - 2009
Citibank 1992 - 1997
Skills
Strategic Planning, Executive Development, Business Coaching, Executive Coaching, Consulting, Business Strategy, Leadership Development, Financial Structuring, Business Development, Investment Banking, Due Diligence, Entrepreneurship, Structured Finance, Portfolio Management, Interpersonal Skills, Commodity, Investments, Valuation, Trading, Leveraged Finance, Credit Analysis, Strategy, Equities, Derivatives, Hedge Funds, Capital Markets, Energy, Financial Services, Private Equity, Loans, Corporate Finance, Project Finance, Financial Modeling, Credit Risk, Risk Management, Credit, Executive Management, Financial Analysis, Alternative Investments, Fixed Income, Emerging Markets, Finance, Syndications, Relationship Management, Team Leadership, Employee Relations, Succession Planning, Mentoring, Social Skills
Education
The Academies 2014 — 2015
Certified Executive Leadership & Development Coach
Foundation for Holistic Life Coaching 2014 — 2014
PSEN 2011 — 2014
College of the Holy Cross 1988 — 1992
BA, Economics
WILEY!
Kaylan Hopson Kaylan Hopson's Fortis Capital Experience September 2008 - September 2009
Job Vice President at ABN AMRO Bank N.V.
Industry Banking
Experience
ABN AMRO Bank N.V. December 2011 - Present
UBS Securities Co., Ltd September 2009 - November 2011
Fortis Capital September 2008 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Developing Client..., Capital Markets, Investments, Finance
Education
Auburn University 2004 — 2008
BS, Finance
ABN AMRO Bank N.V. December 2011 - Present
UBS Securities Co., Ltd September 2009 - November 2011
Fortis Capital September 2008 - September 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Developing Client..., Capital Markets, Investments, Finance
Education
Auburn University 2004 — 2008
BS, Finance
Dan Svejnar's Fortis Capital Experience January 2006 - February 2008
Job Managing Director at Central Plant Partners
Industry Renewables & Environment
Experience
Central Plant Partners September 2013 - Present
Green Campus Partners September 2011 - August 2013
Luminous Power Group November 2009 - September 2011
HSH Nordbank February 2008 - November 2009
Fortis Capital January 2006 - February 2008
General Electric July 2003 - December 2005
Skills
Renewable Energy, Project Finance, Finance, Private Equity, Financial Structuring, Energy Efficiency, Solar Energy, Energy, Strategy, Cleantech, Due Diligence, Venture Capital, Valuation, Investments, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance & Accounting
Central Plant Partners September 2013 - Present
Green Campus Partners September 2011 - August 2013
Luminous Power Group November 2009 - September 2011
HSH Nordbank February 2008 - November 2009
Fortis Capital January 2006 - February 2008
General Electric July 2003 - December 2005
Skills
Renewable Energy, Project Finance, Finance, Private Equity, Financial Structuring, Energy Efficiency, Solar Energy, Energy, Strategy, Cleantech, Due Diligence, Venture Capital, Valuation, Investments, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
BBA, Finance & Accounting
Eugene Oliva Eugene Oliva's Fortis Capital Experience 2000 - 2002
Job VP at CIT Group
Industry Banking
Experience
CIT Group June 2006 - Present
Metastabis LLC 2011 - December 2014
Fortis Capital 2000 - 2002
MeesPierson 1996 - 1998
Education
Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
CIT Group June 2006 - Present
Metastabis LLC 2011 - December 2014
Fortis Capital 2000 - 2002
MeesPierson 1996 - 1998
Education
Columbia Business School 1993 — 1995
Master of Business Administration (MBA)
Cindy Rodgers Cindy Rodgers's Fortis Capital Experience January 2002 - November 2007
Job Office Manager at Encompass Home Health
Industry Hospital & Health Care
Experience
Encompass Home Health February 2011 - Present
Challenge Air for Kids & Friends November 2007 - February 2011
Fortis Capital January 2002 - November 2007
Skills
Event Planning, Fundraising, Social Networking, Office Management, Volunteer Management, Volunteer Training, Video Editing, Administrative..., Audio Post Production, Facilities Operations, Newsletters, Leadership, Team Building, Management, Strategic Planning, Home Care, Public Speaking, Account Management
Education
Art Institute of Dallas
Digital Media Production
Encompass Home Health February 2011 - Present
Challenge Air for Kids & Friends November 2007 - February 2011
Fortis Capital January 2002 - November 2007
Skills
Event Planning, Fundraising, Social Networking, Office Management, Volunteer Management, Volunteer Training, Video Editing, Administrative..., Audio Post Production, Facilities Operations, Newsletters, Leadership, Team Building, Management, Strategic Planning, Home Care, Public Speaking, Account Management
Education
Art Institute of Dallas
Digital Media Production
Matt Worstell Matt Worstell's Fortis Capital Experience January 2007 - May 2009
Job Director Midstream Energy at BNP Paribas
Industry Banking
Experience
BNP Paribas Corporate & Investment Banking December 2013 - Present
Societe Generale August 2010 - November 2013
BNP Paribas May 2009 - July 2010
Fortis Capital January 2007 - May 2009
Guaranty Bank May 2005 - December 2006
Skills
Structured Finance, Commodity, Risk Management, Finance, Securities, Financial Modeling, Investment Banking, Portfolio Management, Commodities, Credit Analysis, Financial Analysis, Banking, Capital Markets, Credit Risk
Education
Texas Tech University 2000 — 2005
BBA, Finance & Accounting
BNP Paribas Corporate & Investment Banking December 2013 - Present
Societe Generale August 2010 - November 2013
BNP Paribas May 2009 - July 2010
Fortis Capital January 2007 - May 2009
Guaranty Bank May 2005 - December 2006
Skills
Structured Finance, Commodity, Risk Management, Finance, Securities, Financial Modeling, Investment Banking, Portfolio Management, Commodities, Credit Analysis, Financial Analysis, Banking, Capital Markets, Credit Risk
Education
Texas Tech University 2000 — 2005
BBA, Finance & Accounting
Darrel Ho Darrel Ho's Fortis Capital Experience 2005 - 2008
Job Executive Director at CIBC
Industry Financial Services
Experience
CIBC 2012 - Present
GE Energy Financial Services 2008 - 2012
Fortis Capital 2005 - 2008
Bank of Tokyo-Mitsubishi 2002 - 2005
Deutsche Bank Securities 1998 - 2002
UBS 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1990 — 1993
B.S., Economics
ISM
CIBC 2012 - Present
GE Energy Financial Services 2008 - 2012
Fortis Capital 2005 - 2008
Bank of Tokyo-Mitsubishi 2002 - 2005
Deutsche Bank Securities 1998 - 2002
UBS 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1990 — 1993
B.S., Economics
ISM
Sarah Bergman's Fortis Capital Experience June 2005 - August 2005
Job Travel Agent with Magical Miles Travel
Industry Entertainment
Experience
Magical Miles Travel / Foerster Travel, Inc. October 2014 - Present
Haynes and Boone, LLP February 2013 - January 2015
US Foods June 2011 - January 2013
College Flowers August 2010 - April 2011
Dallas Stars June 2009 - June 2010
Hicks Sports Marketing Group October 2008 - June 2009
College Flowers August 2008 - October 2008
Hicks Sports Marketing Group May 2007 - August 2007
Texas Tech University June 2006 - March 2007
Fortis Capital June 2005 - August 2005
Skills
Event Planning, Event Management, Social Media, Customer Service, Public Relations, Sales, Facebook, Social Media Marketing, Account Management, Microsoft Office, Marketing, Advertising, Social Networking, Management, Leadership, Market Research, Trade Shows, Marketing Communications, Strategy, Training, Retail, Business Development, Marketing Management, Sponsorship, Budgets, Project Planning, Marketing Strategy
Education
Texas Tech University 2004 — 2008
Bachelor of Science (B.S.), Restaurant, Hotel, and Institutional Management
Plano West Senior High School 2002 — 2004
Magical Miles Travel / Foerster Travel, Inc. October 2014 - Present
Haynes and Boone, LLP February 2013 - January 2015
US Foods June 2011 - January 2013
College Flowers August 2010 - April 2011
Dallas Stars June 2009 - June 2010
Hicks Sports Marketing Group October 2008 - June 2009
College Flowers August 2008 - October 2008
Hicks Sports Marketing Group May 2007 - August 2007
Texas Tech University June 2006 - March 2007
Fortis Capital June 2005 - August 2005
Skills
Event Planning, Event Management, Social Media, Customer Service, Public Relations, Sales, Facebook, Social Media Marketing, Account Management, Microsoft Office, Marketing, Advertising, Social Networking, Management, Leadership, Market Research, Trade Shows, Marketing Communications, Strategy, Training, Retail, Business Development, Marketing Management, Sponsorship, Budgets, Project Planning, Marketing Strategy
Education
Texas Tech University 2004 — 2008
Bachelor of Science (B.S.), Restaurant, Hotel, and Institutional Management
Plano West Senior High School 2002 — 2004
Dan Carroll's Fortis Capital Experience August 1997 - June 1998
Job Principal at Triskelion Capital
Industry Investment Management
Experience
Triskelion Capital August 2012 - Present
Litmus Capital Management LLC April 2004 - 2012
Royal Capital Management May 2002 - April 2004
Third Point Management January 2001 - May 2002
Fortis Capital August 1997 - June 1998
Calpine August 1996 - August 1997
Kenetech Corporation August 1993 - July 1996
General Electric September 1989 - July 1993
Skills
Alternative Investments, Financial Modeling, Equities, Equity Research, Hedge Funds, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Special Situations, Investments, Fixed Income, Securities, Start-ups, Fund Of Funds, Financial Analysis, Finance, Risk Management, Venture Capital, Mutual Funds, Investment Banking, Asset Allocation, Financial Services, Asset Management, Bloomberg, Equity Valuation, Capital Markets, Investor Relations, Corporate Development, Value Investing, Private Equity, Competitive Analysis, LBO, Trading, Emerging Markets, Investment Management, High Yield, Leveraged Finance, Investment Strategies, Mergers & Acquisitions, Bonds, Structured Finance, Capital, Global Macro, Project Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA, Business / Finance
University College Dublin 1985 — 1989
B. Eng, Chemical Engineering
St. Michael's College Dublin
St. Michael's College Dublin
Triskelion Capital August 2012 - Present
Litmus Capital Management LLC April 2004 - 2012
Royal Capital Management May 2002 - April 2004
Third Point Management January 2001 - May 2002
Fortis Capital August 1997 - June 1998
Calpine August 1996 - August 1997
Kenetech Corporation August 1993 - July 1996
General Electric September 1989 - July 1993
Skills
Alternative Investments, Financial Modeling, Equities, Equity Research, Hedge Funds, Portfolio Management, Due Diligence, Valuation, Corporate Finance, Special Situations, Investments, Fixed Income, Securities, Start-ups, Fund Of Funds, Financial Analysis, Finance, Risk Management, Venture Capital, Mutual Funds, Investment Banking, Asset Allocation, Financial Services, Asset Management, Bloomberg, Equity Valuation, Capital Markets, Investor Relations, Corporate Development, Value Investing, Private Equity, Competitive Analysis, LBO, Trading, Emerging Markets, Investment Management, High Yield, Leveraged Finance, Investment Strategies, Mergers & Acquisitions, Bonds, Structured Finance, Capital, Global Macro, Project Finance
Education
Stanford University Graduate School of Business 1998 — 2000
MBA, Business / Finance
University College Dublin 1985 — 1989
B. Eng, Chemical Engineering
St. Michael's College Dublin
St. Michael's College Dublin
Eric Oberfield's Fortis Capital Experience 2000 - 2004
Job Corporate Banker at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 2013 - Present
Capvent 2009 - 2012
GE Commercial Finance 2004 - 2008
Fortis Capital 2000 - 2004
John Hancock Financial Services 1992 - 2000
Skills
Leveraged Finance, Private Equity, Due Diligence, Marketing, Fundraising, Fund Of Funds, Business Development, Investor Relations, Institutional Investors
Education
Arizona State University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Pennsylvania State University 1988 — 1992
Bachelor of Arts (B.A.), Finance
Fifth Third Bank 2013 - Present
Capvent 2009 - 2012
GE Commercial Finance 2004 - 2008
Fortis Capital 2000 - 2004
John Hancock Financial Services 1992 - 2000
Skills
Leveraged Finance, Private Equity, Due Diligence, Marketing, Fundraising, Fund Of Funds, Business Development, Investor Relations, Institutional Investors
Education
Arizona State University 1998 — 2000
Master of Business Administration (M.B.A.), Finance, General
Pennsylvania State University 1988 — 1992
Bachelor of Arts (B.A.), Finance
Stacey Judd's Fortis Capital Experience August 2007 - April 2009
Job Director, Societe Generale
Industry Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
ABN AMRO Capital USA January 2010 - March 2014
Bank of Tokyo-Mitsubishi April 2009 - January 2010
Fortis Capital August 2007 - April 2009
Comerica Bank June 2000 - July 2007
Comerica 2000 - 2007
Education
University of Michigan 1996 — 2000
Bachelor of Arts (B.A.), Economics
University of Michigan-Dearborn 2003 — 2005
MS - Finance
UNSW Australia 1998 — 1999
Economics
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - Present
ABN AMRO Capital USA January 2010 - March 2014
Bank of Tokyo-Mitsubishi April 2009 - January 2010
Fortis Capital August 2007 - April 2009
Comerica Bank June 2000 - July 2007
Comerica 2000 - 2007
Education
University of Michigan 1996 — 2000
Bachelor of Arts (B.A.), Economics
University of Michigan-Dearborn 2003 — 2005
MS - Finance
UNSW Australia 1998 — 1999
Economics
Lorenzo Landini's Fortis Capital Experience May 2006 - December 2009
Job Director, Capital Markets and Investments Syndication at Resource Capital Funds
Industry Investment Banking
Experience
Resource Capital Funds January 2014 - Present
BNP Paribas - Corporate Investment Banking January 2010 - December 2013
Fortis Capital May 2006 - December 2009
Fortis Bank October 2002 - May 2006
Gallo & C February 1998 - October 2002
AIFI March 1998 - February 1999
Skills
Project Finance, Corporate Finance, Structuring, Origination, Energy, Acquisition Finance, Mining, Commodity Finance, Power & Utilities, Investment Banking, Financial Risk, Venture Capital, Commodity, Loan Origination, Renewable Energy, Finance, Financial Modeling, Structured Finance, Private Equity, Capital Markets, Financial Structuring, Credit Risk, Valuation, Structured Products
Education
Università Carlo Cattaneo 1993 — 1997
Economics, Economics, business and administration
Resource Capital Funds January 2014 - Present
BNP Paribas - Corporate Investment Banking January 2010 - December 2013
Fortis Capital May 2006 - December 2009
Fortis Bank October 2002 - May 2006
Gallo & C February 1998 - October 2002
AIFI March 1998 - February 1999
Skills
Project Finance, Corporate Finance, Structuring, Origination, Energy, Acquisition Finance, Mining, Commodity Finance, Power & Utilities, Investment Banking, Financial Risk, Venture Capital, Commodity, Loan Origination, Renewable Energy, Finance, Financial Modeling, Structured Finance, Private Equity, Capital Markets, Financial Structuring, Credit Risk, Valuation, Structured Products
Education
Università Carlo Cattaneo 1993 — 1997
Economics, Economics, business and administration
Nullet Harry's Fortis Capital Experience Senior Vice President - DirectorFortis2005 - Present
Job Director at Fortis Capital
Industry Banking
Experience
Fortis Capital Senior Vice President - DirectorFortis2005 - Present
Fortis 2005 - Present
Societe Generale 1989 - 2005
Education
Queens College 1969 — 1979
Fortis Capital Senior Vice President - DirectorFortis2005 - Present
Fortis 2005 - Present
Societe Generale 1989 - 2005
Education
Queens College 1969 — 1979
Debbie Russo-Krand's Fortis Capital Experience 2002 - Present
Job Securities Lending operations associate at Fortis Securities
Industry Financial Services
Experience
Fortis Securities Securities Lending AssociateFortis Bank2002 - Present
Fortis 2002 - Present
Fortis Capital 2002 - Present
Pershing 1993 - 2001
Pershing 1998 - 2000
Pershing 1994 - 1998
Education
St. Thomas Aquinas College 1981 — 1984
Bachelor, Accounting
Fortis Securities Securities Lending AssociateFortis Bank2002 - Present
Fortis 2002 - Present
Fortis Capital 2002 - Present
Pershing 1993 - 2001
Pershing 1998 - 2000
Pershing 1994 - 1998
Education
St. Thomas Aquinas College 1981 — 1984
Bachelor, Accounting
Anil Nayak's Fortis Capital Experience 2007 - 2009
Job Vice President Corporate Credit Origination at TD
Industry Financial Services
Experience
TD September 2014 - Present
TD May 2012 - September 2014
TD May 2009 - May 2012
Fortis Capital 2007 - 2009
ATB Financial 2003 - 2007
Stantec 1997 - 2001
Skills
Portfolio Management, Oil, Credit Analysis, Credit Risk, Risk
Education
University of Calgary 2001 — 2003
MBA, Finance
University of Calgary 1990 — 1996
B.Sc., Civil Engineering
TD September 2014 - Present
TD May 2012 - September 2014
TD May 2009 - May 2012
Fortis Capital 2007 - 2009
ATB Financial 2003 - 2007
Stantec 1997 - 2001
Skills
Portfolio Management, Oil, Credit Analysis, Credit Risk, Risk
Education
University of Calgary 2001 — 2003
MBA, Finance
University of Calgary 1990 — 1996
B.Sc., Civil Engineering
Frank Campanelli's Fortis Capital Experience Senior Loan Administrator, AnalystBNP Paribas FortisJune 2011 - Present
Job Senior Loan Administrator, Analyst at BNP Paribas Fortis
Industry Banking
Experience
Fortis Capital Senior Loan Administrator, AnalystBNP Paribas FortisJune 2011 - Present
Fortis Bank 2001 - Present
BNP Paribas Fortis 2001 - Present
Fortis S.A./N.V. 2001 - Present
fortis 1990 - 2009
Education
Fordham University 1981 — 1985
BS, Finance
Fortis Capital Senior Loan Administrator, AnalystBNP Paribas FortisJune 2011 - Present
Fortis Bank 2001 - Present
BNP Paribas Fortis 2001 - Present
Fortis S.A./N.V. 2001 - Present
fortis 1990 - 2009
Education
Fordham University 1981 — 1985
BS, Finance
Susan A. Wenz's Fortis Capital Experience April 1998 - February 2001
Job Ballet Instructor and Fine Artist, Office Manager/Bookkeeper
Industry Performing Arts
Experience
Brookfield School of Performing Arts June 2010 - Present
License Management LLC February 2001 - Present
Academy of Dance Arts September 2003 - June 2010
Fortis Capital April 1998 - February 2001
Wexford Capital 1996 - 1998
Skills
Oil Painting, Ballet, Pastel Drawing, Drums, Office Management, Bookkeeping, Teaching, Adolescents, Performing Arts
Education
College of New Rochelle 1991 — 1996
BFA Studio Art, Studio Art, Art History
Brookfield School of Performing Arts June 2010 - Present
License Management LLC February 2001 - Present
Academy of Dance Arts September 2003 - June 2010
Fortis Capital April 1998 - February 2001
Wexford Capital 1996 - 1998
Skills
Oil Painting, Ballet, Pastel Drawing, Drums, Office Management, Bookkeeping, Teaching, Adolescents, Performing Arts
Education
College of New Rochelle 1991 — 1996
BFA Studio Art, Studio Art, Art History
Antoinette Wynn's Fortis Capital Experience January 2007 - September 2007
Job Director at Societe Generale
Industry Banking
Experience
Societe Generale March 2010 - Present
Societe Generale September 2007 - April 2010
Fortis Capital January 2007 - September 2007
Bayerische Hypo -und Vereinsbank AG July 1997 - December 2006
Commonwealth Bank of Australia September 1996 - April 1997
Commonwealth Bank of Australia December 1994 - August 1996
Commonwealth Bank of Australia August 1993 - November 1994
Commonwealth Bank of Australia August 1990 - August 1993
Commonwealth Bank of Australia August 1987 - August 1990
First Wachovia International Banking Corporation October 1985 - July 1987
Skills
Trade Finance, Banking, Letters of Credit, International Banking..., Commodities - Operations, Banking Operations, Loans, Capital Markets, Financial Institutions, Financial Structuring, International Trade, Project Finance, Leadership, Credit Risk, Syndications, Credit Analysis, Derivatives, Investment Banking, Operational Risk, Trading, Credit, Finance, Core Banking, Corporate Finance, Commodity, Structured Finance, FX Options, Cash Management, Funding, KYC, Commercial Banking, Financial Services, Treasury Management, Payments, AML, Accounting, SWIFT payments, Financial Markets, Financial Risk, Portfolio Management, Management, Structured Products, Anti Money Laundering
Education
Mercy College 1987 — 1989
B.S., Accounting
Marymount Manhattan College 1982 — 1986
B.A, Business
Pace University, Lubin Graduate School of Business
Finance and Taxation
Societe Generale March 2010 - Present
Societe Generale September 2007 - April 2010
Fortis Capital January 2007 - September 2007
Bayerische Hypo -und Vereinsbank AG July 1997 - December 2006
Commonwealth Bank of Australia September 1996 - April 1997
Commonwealth Bank of Australia December 1994 - August 1996
Commonwealth Bank of Australia August 1993 - November 1994
Commonwealth Bank of Australia August 1990 - August 1993
Commonwealth Bank of Australia August 1987 - August 1990
First Wachovia International Banking Corporation October 1985 - July 1987
Skills
Trade Finance, Banking, Letters of Credit, International Banking..., Commodities - Operations, Banking Operations, Loans, Capital Markets, Financial Institutions, Financial Structuring, International Trade, Project Finance, Leadership, Credit Risk, Syndications, Credit Analysis, Derivatives, Investment Banking, Operational Risk, Trading, Credit, Finance, Core Banking, Corporate Finance, Commodity, Structured Finance, FX Options, Cash Management, Funding, KYC, Commercial Banking, Financial Services, Treasury Management, Payments, AML, Accounting, SWIFT payments, Financial Markets, Financial Risk, Portfolio Management, Management, Structured Products, Anti Money Laundering
Education
Mercy College 1987 — 1989
B.S., Accounting
Marymount Manhattan College 1982 — 1986
B.A, Business
Pace University, Lubin Graduate School of Business
Finance and Taxation
Chris Parada's Fortis Capital Experience November 1999 - March 2005
Job LegacyTexas Bank Head of Energy Finance
Industry Banking
Experience
LegacyTexas May 2013 - Present
OneWest Bank April 2012 - May 2013
Societe Generale September 2010 - April 2012
BBVA Compass March 2006 - August 2010
Fortis Capital November 1999 - March 2005
Skills
Corporate Finance, Commercial Banking, Credit Analysis, Structured Finance, Credit Risk, Credit, Portfolio Management, Project Finance, Syndications, Financial Analysis, commodity derivatives, Derivatives, Mergers & Acquisitions, Risk Management, Banking, Loans, Due Diligence
Education
Texas A&M University 1989 — 1993
Finance, Business
LegacyTexas May 2013 - Present
OneWest Bank April 2012 - May 2013
Societe Generale September 2010 - April 2012
BBVA Compass March 2006 - August 2010
Fortis Capital November 1999 - March 2005
Skills
Corporate Finance, Commercial Banking, Credit Analysis, Structured Finance, Credit Risk, Credit, Portfolio Management, Project Finance, Syndications, Financial Analysis, commodity derivatives, Derivatives, Mergers & Acquisitions, Risk Management, Banking, Loans, Due Diligence
Education
Texas A&M University 1989 — 1993
Finance, Business
Kevin Stuebe's Fortis Capital Experience 2001 - 2006
Job Senior Credit Analyst at Moody's Investors Service
Industry Banking
Experience
Moody's Investors Service April 2013 - Present
HillMark Capital April 2011 - January 2013
Royal Bank of Scotland 2006 - November 2010
Fortis Capital 2001 - 2006
Sterling Asset Management 1998 - 2000
The Bank of New York 1992 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance, Management of Organizations
University of Notre Dame
BA, Biology, Art History
Moody's Investors Service April 2013 - Present
HillMark Capital April 2011 - January 2013
Royal Bank of Scotland 2006 - November 2010
Fortis Capital 2001 - 2006
Sterling Asset Management 1998 - 2000
The Bank of New York 1992 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance, Management of Organizations
University of Notre Dame
BA, Biology, Art History
Robert J Stewart, CPA's Fortis Capital Experience 1999 - 2002
Job President & CFO at Ark Restaurants
Industry Hospitality
Experience
Ark Restaurants Corp. 2002 - Present
Fortis Capital 1999 - 2002
Skandinaviska Enskilda Banken 1987 - 1998
Arab Banking Corporation 1983 - 1987
Algemene Bank Nederland N.A., Chemical Bank, Sumitomo Bank Limited 1980 - 1983
Skills
Auditing, Cash Flow, Accounting, Managerial Finance, Budgets, Financial Audits, Payroll, Consolidation, Cash Management, Cost Accounting, Analysis, IFRS, Cash Flow Forecasting, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Restructuring, Management
Education
University of Dayton 1975 — 1980
BSBA, Economics
Ark Restaurants Corp. 2002 - Present
Fortis Capital 1999 - 2002
Skandinaviska Enskilda Banken 1987 - 1998
Arab Banking Corporation 1983 - 1987
Algemene Bank Nederland N.A., Chemical Bank, Sumitomo Bank Limited 1980 - 1983
Skills
Auditing, Cash Flow, Accounting, Managerial Finance, Budgets, Financial Audits, Payroll, Consolidation, Cash Management, Cost Accounting, Analysis, IFRS, Cash Flow Forecasting, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, US GAAP, Restructuring, Management
Education
University of Dayton 1975 — 1980
BSBA, Economics
Chad Clark's Fortis Capital Experience September 2001 - August 2010
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Societe Generale August 2010 - August 2013
Fortis Capital September 2001 - August 2010
Bank of America January 1999 - August 2001
ATP Professional Tennis May 1995 - June 1998
Skills
Series 79, 63 and 24
Education
The University of Texas at Austin 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo August 2013 - Present
Societe Generale August 2010 - August 2013
Fortis Capital September 2001 - August 2010
Bank of America January 1999 - August 2001
ATP Professional Tennis May 1995 - June 1998
Skills
Series 79, 63 and 24
Education
The University of Texas at Austin 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General