Founders Investment Banking
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Founders Investment Banking Employees
Employee
Years
Job
Industry
Andrew Summerlin Andrew Summerlin's Founders Investment Banking Experience August 2015 - Present
Job Senior Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking August 2015 - Present
One Eighty Capital November 2014 - August 2015
One Eighty Capital April 2014 - October 2014
Harbert Management Corporation July 2013 - July 2013
Aliant Bank February 2013 - July 2013
Skills
Research, Teamwork, Leadership, Community Outreach, Time Management, Analysis, Sports Marketing, Entrepreneurship, Sports Management, Athletics, Sports, Market Research, PowerPoint, Economics, Forecasting, Investments, Valuation, Strategic Planning, Private Equity, Venture Capital
Education
Samford University 2012 — 2013
Master of Business Administration (MBA), Concentrations in Finance and Entrepreneurship
The University of Memphis 2010 — 2011
Bachelor of Education (BEd), Sport and Fitness Administration/Management
Founders Investment Banking August 2015 - Present
One Eighty Capital November 2014 - August 2015
One Eighty Capital April 2014 - October 2014
Harbert Management Corporation July 2013 - July 2013
Aliant Bank February 2013 - July 2013
Skills
Research, Teamwork, Leadership, Community Outreach, Time Management, Analysis, Sports Marketing, Entrepreneurship, Sports Management, Athletics, Sports, Market Research, PowerPoint, Economics, Forecasting, Investments, Valuation, Strategic Planning, Private Equity, Venture Capital
Education
Samford University 2012 — 2013
Master of Business Administration (MBA), Concentrations in Finance and Entrepreneurship
The University of Memphis 2010 — 2011
Bachelor of Education (BEd), Sport and Fitness Administration/Management
Sheena Patton Sheena Patton's Founders Investment Banking Experience May 2008 - December 2008
Job Outpatient & Administrative Coordinator at IMPACT Family Counseling
Industry Nonprofit Organization Management
Experience
IMPACT Family Counseling February 2011 - Present
Clark Financial Advisors February 2010 - February 2011
Starbucks May 2009 - February 2010
Founders Investment Banking May 2008 - December 2008
Amy Head Studio September 2006 - May 2008
Lighting Associates, Inc. May 2005 - August 2006
Skills
Volunteer Management, Databases, Human Resources, English, Team Leadership, Data Analysis, Software Documentation, Nonprofits, Microsoft Word
Education
University of Alabama at Birmingham 2007 — 2009
Bachelor of Arts, English: Professional Writing and Public Discourse
The University of Mary Hardin Baylor 2003 — 2005
IMPACT Family Counseling February 2011 - Present
Clark Financial Advisors February 2010 - February 2011
Starbucks May 2009 - February 2010
Founders Investment Banking May 2008 - December 2008
Amy Head Studio September 2006 - May 2008
Lighting Associates, Inc. May 2005 - August 2006
Skills
Volunteer Management, Databases, Human Resources, English, Team Leadership, Data Analysis, Software Documentation, Nonprofits, Microsoft Word
Education
University of Alabama at Birmingham 2007 — 2009
Bachelor of Arts, English: Professional Writing and Public Discourse
The University of Mary Hardin Baylor 2003 — 2005
Patrick Bradley's Founders Investment Banking Experience June 2012 - August 2014
Job Investment Banking Associate
Industry Investment Banking
Experience
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Daniel Powell's Founders Investment Banking Experience May 2011 - August 2011
Job Equity Research
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Teach for America July 2012 - June 2014
Goldman Sachs June 2013 - August 2013
UA Culverhouse Investment Management Group January 2011 - May 2012
Capstone Men & Women February 2009 - April 2012
Founders Investment Banking May 2011 - August 2011
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Data Analysis, Equity Research, Financial Analysis, Community Outreach, Financial Modeling
Education
University of Alabama 2008 — 2012
Bachelor's Degree, Finance and Economics
Spain Park 2006 — 2008
Groton Dunstable Regional 2004 — 2006
Goldman Sachs July 2014 - Present
Teach for America July 2012 - June 2014
Goldman Sachs June 2013 - August 2013
UA Culverhouse Investment Management Group January 2011 - May 2012
Capstone Men & Women February 2009 - April 2012
Founders Investment Banking May 2011 - August 2011
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Data Analysis, Equity Research, Financial Analysis, Community Outreach, Financial Modeling
Education
University of Alabama 2008 — 2012
Bachelor's Degree, Finance and Economics
Spain Park 2006 — 2008
Groton Dunstable Regional 2004 — 2006
James Marlar James Marlar's Founders Investment Banking Experience May 2012 - September 2013
Job Project Manager at McLeod Software
Industry Venture Capital & Private Equity
Experience
McLeod Software March 2014 - Present
Hallmark Business Group January 2005 - March 2014
Founders Investment Banking May 2012 - September 2013
Assurant Employee Benefits June 1997 - December 2005
Mantissa Corporation July 1986 - August 1997
SouthTrust Data Services January 1977 - June 1986
Skills
Management, Banking, Investment Banking, Financial Analysis, Mergers, Valuation, Investments, Mergers & Acquisitions, Business Valuation, Due Diligence, Private Equity, Start-ups, Financial Modeling, Venture Capital, Acquisitions, Finance, Portfolio Management, Corporate Finance, Asset Management, Entrepreneurship, Small Business, Business Planning, Management Consulting, Executive Management, Business Strategy, Strategy, Corporate Development, Business Development, Financial Services, Deal Sourcing, Capital Raising, LBO, Strategic Financial..., Deal Execution, Financial Advisory, Divestitures
Education
University of Alabama 1966 — 1970
BS, Business Statistics
Sheffield High School 1962 — 1966
McLeod Software March 2014 - Present
Hallmark Business Group January 2005 - March 2014
Founders Investment Banking May 2012 - September 2013
Assurant Employee Benefits June 1997 - December 2005
Mantissa Corporation July 1986 - August 1997
SouthTrust Data Services January 1977 - June 1986
Skills
Management, Banking, Investment Banking, Financial Analysis, Mergers, Valuation, Investments, Mergers & Acquisitions, Business Valuation, Due Diligence, Private Equity, Start-ups, Financial Modeling, Venture Capital, Acquisitions, Finance, Portfolio Management, Corporate Finance, Asset Management, Entrepreneurship, Small Business, Business Planning, Management Consulting, Executive Management, Business Strategy, Strategy, Corporate Development, Business Development, Financial Services, Deal Sourcing, Capital Raising, LBO, Strategic Financial..., Deal Execution, Financial Advisory, Divestitures
Education
University of Alabama 1966 — 1970
BS, Business Statistics
Sheffield High School 1962 — 1966
Scott Forster Scott Forster's Founders Investment Banking Experience April 2008 - April 2009
Job Audit Supervisor at Warren Averett, LLC
Industry Accounting
Experience
Warren Averett, LLC September 2010 - Present
BioHorizons 2010 - 2010
Founders Investment Banking April 2008 - April 2009
The William David Company January 2007 - March 2008
Skills
Accounting, Financial Analysis, Excel, Due Diligence, PowerPoint, Microsoft Office, Auditing, Corporate Finance, Financial Reporting, Financial Accounting
Education
University of Alabama at Birmingham 2009 — 2010
BS, Accounting
University of Alabama 2002 — 2006
BS, Finance & Economics
Warren Averett, LLC September 2010 - Present
BioHorizons 2010 - 2010
Founders Investment Banking April 2008 - April 2009
The William David Company January 2007 - March 2008
Skills
Accounting, Financial Analysis, Excel, Due Diligence, PowerPoint, Microsoft Office, Auditing, Corporate Finance, Financial Reporting, Financial Accounting
Education
University of Alabama at Birmingham 2009 — 2010
BS, Accounting
University of Alabama 2002 — 2006
BS, Finance & Economics
J. Wesley Legg J. Wesley Legg's Founders Investment Banking Experience April 2013 - Present
Job Chief Operating Officer, Chief Financial Officer, Investment Banker at Founders
Industry Investment Banking
Experience
Founders Investment Banking April 2013 - Present
Harbinger Media Partners LLC October 2009 - March 2013
Ergon Capital (hedge fund) November 2004 - June 2009
US Navy July 2001 - November 2004
Skills
Corporate Law, Financial Analysis, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Civil Litigation, Litigation, Hedge Funds, Operations Management, Project Management, Team Management, Strategic Planning, Film Production, Venture Capital, Private Equity, Due Diligence
Education
The University of Alabama School of Law 1998 — 2001
Juris Doctorate, Law
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Communications
Founders Investment Banking April 2013 - Present
Harbinger Media Partners LLC October 2009 - March 2013
Ergon Capital (hedge fund) November 2004 - June 2009
US Navy July 2001 - November 2004
Skills
Corporate Law, Financial Analysis, Valuation, Equities, Financial Modeling, Mergers & Acquisitions, Civil Litigation, Litigation, Hedge Funds, Operations Management, Project Management, Team Management, Strategic Planning, Film Production, Venture Capital, Private Equity, Due Diligence
Education
The University of Alabama School of Law 1998 — 2001
Juris Doctorate, Law
University of South Alabama 1994 — 1998
Bachelor of Science (BS), Communications
Cole Bryant's Founders Investment Banking Experience June 2015 - August 2015
Job Summer Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Camp Ozark May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Windows, Research, Outlook, Microsoft Word, English, Mergers & Acquisitions, Financial Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Industrial Organization and Competition Policy
The Westminster Schools 2005 — 2012
Founders Investment Banking June 2015 - August 2015
UBS Wealth Management May 2014 - July 2014
Camp Ozark May 2013 - July 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Windows, Research, Outlook, Microsoft Word, English, Mergers & Acquisitions, Financial Analysis
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Industrial Organization and Competition Policy
The Westminster Schools 2005 — 2012
Nick Noll's Founders Investment Banking Experience June 2009 - April 2010
Job Information Management Specialist at Veritas
Industry Information Technology and Services
Experience
Veritas May 2015 - Present
Symantec August 2013 - April 2015
Clearbrook, LLC October 2011 - March 2013
Castillo de Pinar Olive Oil October 2011 - March 2013
Internet Marketing Solutions June 2005 - October 2011
Founders Investment Banking June 2009 - April 2010
Association of Related Churches January 2007 - January 2010
Nick Noll Consulting June 2003 - June 2009
Believers Church February 2000 - June 2003
Impact Productions, Inc. 1999 - 2000
Skills
Public Speaking, Strategic Planning, Marketing Strategy, Leadership, Start-ups, Marketing, Social Media, New Business Development, Online Advertising, Social Media Marketing, Event Planning, Business Development, SEO, Social Networking, Email Marketing, Training, Business Planning, Customer Service, Contract Negotiation, Consulting, Executive Coaching, Account Management, Strategy, Leadership Development, E-commerce, Entrepreneurship, Lead Generation, Digital Marketing, B2B, Advertising, Management
Education
Oral Roberts University 1990 — 1994
BS, Business Administration
Veritas May 2015 - Present
Symantec August 2013 - April 2015
Clearbrook, LLC October 2011 - March 2013
Castillo de Pinar Olive Oil October 2011 - March 2013
Internet Marketing Solutions June 2005 - October 2011
Founders Investment Banking June 2009 - April 2010
Association of Related Churches January 2007 - January 2010
Nick Noll Consulting June 2003 - June 2009
Believers Church February 2000 - June 2003
Impact Productions, Inc. 1999 - 2000
Skills
Public Speaking, Strategic Planning, Marketing Strategy, Leadership, Start-ups, Marketing, Social Media, New Business Development, Online Advertising, Social Media Marketing, Event Planning, Business Development, SEO, Social Networking, Email Marketing, Training, Business Planning, Customer Service, Contract Negotiation, Consulting, Executive Coaching, Account Management, Strategy, Leadership Development, E-commerce, Entrepreneurship, Lead Generation, Digital Marketing, B2B, Advertising, Management
Education
Oral Roberts University 1990 — 1994
BS, Business Administration
Patrick Rutledge's Founders Investment Banking Experience 2011 - 2012
Job G.M. at FiddleSticks Wood Products
Industry Mechanical or Industrial Engineering
Experience
FiddleSticks 2011 - Present
Faulkner University January 2013 - Present
Jefferson State Community College 2011 - Present
Wallace State Community College 2012 - 2013
Central Alabama Community College 2012 - 2012
Virginia College 2012 - 2012
Founders Investment Banking 2011 - 2012
Poclain Hydraulics 2009 - 2011
SunSource 2004 - 2008
Industrial Supplies, Inc 1999 - 2004
Skills
Manufacturing, Hydraulics, Fluid Power, Strategic Planning, Six Sigma, PowerPoint, Team Building, Microsoft Office, Customer Service, Sales Management, Negotiation, Microsoft Excel, Project Management, Sales, Public Speaking, Business Development, Construction, Business Strategy, New Business Development, Change Management, Process Improvement, Marketing, Training, Leadership, Operations Management, Management, Budgets
Education
Auburn University 2007 — 2009
Master of, Businesss Administration
University of Alabama 1991 — 2006
BS, Administrative Science
FiddleSticks 2011 - Present
Faulkner University January 2013 - Present
Jefferson State Community College 2011 - Present
Wallace State Community College 2012 - 2013
Central Alabama Community College 2012 - 2012
Virginia College 2012 - 2012
Founders Investment Banking 2011 - 2012
Poclain Hydraulics 2009 - 2011
SunSource 2004 - 2008
Industrial Supplies, Inc 1999 - 2004
Skills
Manufacturing, Hydraulics, Fluid Power, Strategic Planning, Six Sigma, PowerPoint, Team Building, Microsoft Office, Customer Service, Sales Management, Negotiation, Microsoft Excel, Project Management, Sales, Public Speaking, Business Development, Construction, Business Strategy, New Business Development, Change Management, Process Improvement, Marketing, Training, Leadership, Operations Management, Management, Budgets
Education
Auburn University 2007 — 2009
Master of, Businesss Administration
University of Alabama 1991 — 2006
BS, Administrative Science
Matt Roden's Founders Investment Banking Experience June 2015 - August 2015
Job JD/MBA Candidate
Industry Higher Education
Experience
Founders Investment Banking June 2015 - August 2015
Prince, Glover & Hayes May 2014 - July 2014
Office of Senator Richard Shelby 2013 - 2013
Shelby Roden, LLC 2012 - 2013
Sterne Agee 2012 - 2012
Skills
Spanish, Microsoft Office, Leadership, Bloomberg, Morningstar, Personal Finance, Real Estate Investor, Legal Writing, Technical Writing, Business Strategy, Business Planning, Legal Research, Legal Liability
Education
University of Alabama, Manderson Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Alabama School of Law 2013 — 2016
Juris Doctor
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Economics/Spanish
Real Centro Universitario Escorial - María Cristina
Spanish Language and Literature
Founders Investment Banking June 2015 - August 2015
Prince, Glover & Hayes May 2014 - July 2014
Office of Senator Richard Shelby 2013 - 2013
Shelby Roden, LLC 2012 - 2013
Sterne Agee 2012 - 2012
Skills
Spanish, Microsoft Office, Leadership, Bloomberg, Morningstar, Personal Finance, Real Estate Investor, Legal Writing, Technical Writing, Business Strategy, Business Planning, Legal Research, Legal Liability
Education
University of Alabama, Manderson Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Alabama School of Law 2013 — 2016
Juris Doctor
University of Alabama 2009 — 2013
Bachelor of Science in Commerce and Business Administration, Economics/Spanish
Real Centro Universitario Escorial - María Cristina
Spanish Language and Literature
Ryan Zarzour Ryan Zarzour's Founders Investment Banking Experience January 2014 - May 2015
Job Carroll Organization
Industry Real Estate
Experience
Carroll Organization May 2015 - Present
Founders Investment Banking January 2014 - May 2015
Education
University of Alabama 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
University of Alabama 2008 — 2012
Bachelor's degree, Marketing; Specialization in Global Business
Carroll Organization May 2015 - Present
Founders Investment Banking January 2014 - May 2015
Education
University of Alabama 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
University of Alabama 2008 — 2012
Bachelor's degree, Marketing; Specialization in Global Business
Bret Price, CFA Bret Price, CFA's Founders Investment Banking Experience January 2011 - November 2013
Job Chief Financial Officer at MVB Financial Corp.
Industry Financial Services
Experience
MVB Financial Corp. November 2013 - Present
Founders Investment Banking January 2011 - November 2013
Blackridge Business Strategies March 2010 - July 2011
Whitney National Bank August 2009 - November 2009
BBVA Compass November 2005 - May 2009
Associated Bank June 2004 - November 2005
AmSouth Bank 1997 - 2004
One Valley Bank 1992 - 1997
Cabot Oil & Gas Corporation 1990 - 1992
Eastern American Energy Corp. 1988 - 1990
Skills
Mergers, Business Valuation, Business Strategy, Forecasting, Finance, Strategic Planning, Private Equity, Strategic Financial..., Investment Banking, Acquisitions, Acquisition Integration, Strategic Finance, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Leadership, Debt Restructuring, Management, Financial Transactions, Financial Modeling, Financial Reporting, Capital Markets, Capital Markets Advisory, Financial Services, Management Accounting, Due Diligence, Management Due Diligence, Strategy, Banking, Analytics, Competitive Analysis, Baseball, Coaching Baseball, Financial Statements, Financial Forecasting, Cash Flow Forecasting, Corporate Finance, Financial Analysis, Start-ups, Budgets, Project Planning, Portfolio Management, Investments, Valuation, Venture Capital, Treasury Management, Analysis
Education
West Virginia University 1990 — 1992
MBA, Finance
The University of Charleston 1985 — 1988
B.S., Finance
MVB Financial Corp. November 2013 - Present
Founders Investment Banking January 2011 - November 2013
Blackridge Business Strategies March 2010 - July 2011
Whitney National Bank August 2009 - November 2009
BBVA Compass November 2005 - May 2009
Associated Bank June 2004 - November 2005
AmSouth Bank 1997 - 2004
One Valley Bank 1992 - 1997
Cabot Oil & Gas Corporation 1990 - 1992
Eastern American Energy Corp. 1988 - 1990
Skills
Mergers, Business Valuation, Business Strategy, Forecasting, Finance, Strategic Planning, Private Equity, Strategic Financial..., Investment Banking, Acquisitions, Acquisition Integration, Strategic Finance, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Leadership, Debt Restructuring, Management, Financial Transactions, Financial Modeling, Financial Reporting, Capital Markets, Capital Markets Advisory, Financial Services, Management Accounting, Due Diligence, Management Due Diligence, Strategy, Banking, Analytics, Competitive Analysis, Baseball, Coaching Baseball, Financial Statements, Financial Forecasting, Cash Flow Forecasting, Corporate Finance, Financial Analysis, Start-ups, Budgets, Project Planning, Portfolio Management, Investments, Valuation, Venture Capital, Treasury Management, Analysis
Education
West Virginia University 1990 — 1992
MBA, Finance
The University of Charleston 1985 — 1988
B.S., Finance
Eric Ramsey Eric Ramsey's Founders Investment Banking Experience September 2012 - May 2013
Job Spartan Flow Control
Industry Oil & Energy
Experience
Spartan Energy Services/ Spartan Flow Control May 2013 - August 2013
Founders Investment Banking September 2012 - May 2013
Metalplate Galvanizing, L.P. November 2008 - August 2012
Skills
Microsoft Office, Social Networking, Entrepreneurship, Strategic Leadership, Metal Fabrication, CAD, Manual Drafting
Education
Vestavia Hills High School 2005 — 2009
Advanced Academic Diploma, General Studies
Jefferson State Community College
Associate's degree, Business Administration, Management and Operations
University of Alabama at Birmingham
Finance and Financial Management Services
Spartan Energy Services/ Spartan Flow Control May 2013 - August 2013
Founders Investment Banking September 2012 - May 2013
Metalplate Galvanizing, L.P. November 2008 - August 2012
Skills
Microsoft Office, Social Networking, Entrepreneurship, Strategic Leadership, Metal Fabrication, CAD, Manual Drafting
Education
Vestavia Hills High School 2005 — 2009
Advanced Academic Diploma, General Studies
Jefferson State Community College
Associate's degree, Business Administration, Management and Operations
University of Alabama at Birmingham
Finance and Financial Management Services
Jordan Van Horn Jordan Van Horn's Founders Investment Banking Experience June 2011 - June 2013
Job Fishmonger // Aspiring Farmer
Industry Fishery
Experience
Sea to Table January 2015 - Present
Iron Tribe Fitness Miami December 2014 - Present
Founders Investment Banking June 2011 - June 2013
System Six January 2010 - June 2011
Axia Payments October 2007 - May 2011
ADP May 2006 - October 2007
Skills
Networking, Social Media Marketing, B2B, Life Insurance, Corporate Finance, Strategy, New Business Development, Entrepreneurship, Leadership, Business Development, Investment Banking, Investments, Program Management
Education
Samford University 2000 — 2004
B.S., Business Management
King's High School 1996 — 2000
Sea to Table January 2015 - Present
Iron Tribe Fitness Miami December 2014 - Present
Founders Investment Banking June 2011 - June 2013
System Six January 2010 - June 2011
Axia Payments October 2007 - May 2011
ADP May 2006 - October 2007
Skills
Networking, Social Media Marketing, B2B, Life Insurance, Corporate Finance, Strategy, New Business Development, Entrepreneurship, Leadership, Business Development, Investment Banking, Investments, Program Management
Education
Samford University 2000 — 2004
B.S., Business Management
King's High School 1996 — 2000
Curtis James Curtis James's Founders Investment Banking Experience October 2008 - June 2009
Job Chief Executive Officer
Industry Investment Management
Experience
Sunbelt EB-5 Regional Center June 2009 - Present
Founders Investment Banking October 2008 - June 2009
St Vincent's Health System March 1976 - July 2008
Ernst & Young December 1971 - March 1976
Skills
Strategic Planning, Healthcare, Revenue Cycle, Healthcare Management, Financial Analysis, Physician Relations, Healthcare Information..., Managed Care, Hospitals, Physicians, Mergers, Leadership, Mergers & Acquisitions, EHR, Public Speaking, Healthcare Consulting, Healthcare Industry, Business Development, Finance, Strategy, Medicaid, Investments, Practice Management, Medicare, HIPAA, Informatics, EMR, Revenue Cycle Management, Performance Improvement, Executive Management, Home Care, Medical Billing, Patient Safety, Accreditation, Process Improvement, Medicine, Surgery, Clinical Research, Orthopedic, Turn Around Management, Nonprofits, Nursing
Education
Samford University 1995 — 1996
MBA, MBA
University of West Alabama 1968 — 1971
BA, Finance
Sunbelt EB-5 Regional Center June 2009 - Present
Founders Investment Banking October 2008 - June 2009
St Vincent's Health System March 1976 - July 2008
Ernst & Young December 1971 - March 1976
Skills
Strategic Planning, Healthcare, Revenue Cycle, Healthcare Management, Financial Analysis, Physician Relations, Healthcare Information..., Managed Care, Hospitals, Physicians, Mergers, Leadership, Mergers & Acquisitions, EHR, Public Speaking, Healthcare Consulting, Healthcare Industry, Business Development, Finance, Strategy, Medicaid, Investments, Practice Management, Medicare, HIPAA, Informatics, EMR, Revenue Cycle Management, Performance Improvement, Executive Management, Home Care, Medical Billing, Patient Safety, Accreditation, Process Improvement, Medicine, Surgery, Clinical Research, Orthopedic, Turn Around Management, Nonprofits, Nursing
Education
Samford University 1995 — 1996
MBA, MBA
University of West Alabama 1968 — 1971
BA, Finance
Brent Busby Brent Busby's Founders Investment Banking Experience March 2012 - October 2012
Job Asset Analyst at Grandbridge Real Estate Capital
Industry Investment Banking
Experience
Greystone & Co. September 2015 - Present
Grandbridge Real Estate Capital April 2013 - September 2015
Founders Investment Banking March 2012 - October 2012
Skills
Valuation, Business Valuation, Corporate Finance, Financial Modeling, Investments, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Microsoft Excel, PowerPoint, Banking, Finance, Investment Banking
Education
University of Alabama 2010 — 2012
Bachelors of Science in Commerce and Business Administration, Finance, General, 4.0
Greystone & Co. September 2015 - Present
Grandbridge Real Estate Capital April 2013 - September 2015
Founders Investment Banking March 2012 - October 2012
Skills
Valuation, Business Valuation, Corporate Finance, Financial Modeling, Investments, Due Diligence, Financial Analysis, Mergers, Portfolio Management, Microsoft Excel, PowerPoint, Banking, Finance, Investment Banking
Education
University of Alabama 2010 — 2012
Bachelors of Science in Commerce and Business Administration, Finance, General, 4.0
Blake Cummings's Founders Investment Banking Experience August 2012 - February 2015
Job Corporate Development / Strategy at Consolidated Container Company
Industry Investment Banking
Experience
Consolidated Container Company February 2015 - Present
Founders Investment Banking August 2012 - February 2015
Lazarus Capital Partners June 2012 - July 2012
Rosen Harwood P.A. June 2011 - May 2012
Skills
Finance, Mergers, Mergers & Acquisitions, Capital Markets, Strategy, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Business Valuation, Due Diligence
Education
University of Alabama 2007 — 2011
Holy Innocents' Episcopal School 1994 — 2007
Consolidated Container Company February 2015 - Present
Founders Investment Banking August 2012 - February 2015
Lazarus Capital Partners June 2012 - July 2012
Rosen Harwood P.A. June 2011 - May 2012
Skills
Finance, Mergers, Mergers & Acquisitions, Capital Markets, Strategy, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Business Valuation, Due Diligence
Education
University of Alabama 2007 — 2011
Holy Innocents' Episcopal School 1994 — 2007
Ben Buchanan Ben Buchanan's Founders Investment Banking Experience June 2007 - May 2009
Job Vice President of Finance at Aggregates USA
Industry Building Materials
Experience
Aggregates USA August 2011 - Present
Express Oil Change June 2010 - August 2011
Papa Johns August 2009 - May 2010
Founders Investment Banking June 2007 - May 2009
Skills
Mergers, Project Management, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Business Valuation, Due Diligence, Microsoft Excel, Financial Reporting, Strategic Planning, Strategic Financial..., PowerPoint, Cash Flow, Finance, Budgets, Mergers & Acquisitions, Contract Negotiation, Public Speaking, Analysis
Education
Harvard Business School 2014 — 2014
Executive Education
University of Kentucky 2009 — 2010
MBA, Finance
Samford University 2004 — 2008
BS, Economics
Aggregates USA August 2011 - Present
Express Oil Change June 2010 - August 2011
Papa Johns August 2009 - May 2010
Founders Investment Banking June 2007 - May 2009
Skills
Mergers, Project Management, Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Business Valuation, Due Diligence, Microsoft Excel, Financial Reporting, Strategic Planning, Strategic Financial..., PowerPoint, Cash Flow, Finance, Budgets, Mergers & Acquisitions, Contract Negotiation, Public Speaking, Analysis
Education
Harvard Business School 2014 — 2014
Executive Education
University of Kentucky 2009 — 2010
MBA, Finance
Samford University 2004 — 2008
BS, Economics
Vaughn McCrary Vaughn McCrary's Founders Investment Banking Experience April 2015 - Present
Job Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking April 2015 - Present
PwC January 2015 - March 2015
Movi Medical March 2014 - August 2014
Skills
Forecasting, Statistics, Bloomberg, Financial Analysis, Cash Flow, Financial Modeling, Recruiting, Finance, Capital IQ, Entrepreneurship
Education
Samford University 2011 — 2014
Bachelor's Degree, Accounting
Founders Investment Banking April 2015 - Present
PwC January 2015 - March 2015
Movi Medical March 2014 - August 2014
Skills
Forecasting, Statistics, Bloomberg, Financial Analysis, Cash Flow, Financial Modeling, Recruiting, Finance, Capital IQ, Entrepreneurship
Education
Samford University 2011 — 2014
Bachelor's Degree, Accounting
Zak Kimes Zak Kimes's Founders Investment Banking Experience June 2014 - August 2014
Job Tutor with Study Partners at Auburn University
Industry Accounting
Experience
Auburn University February 2014 - Present
Bennett Thrasher June 2015 - August 2015
Founders Investment Banking June 2014 - August 2014
The Wine Cellar March 2012 - August 2012
Skills
Microsoft Office, Teamwork, Leadership, Federal & State Income..., Tax Research, Financial Accounting, Sales, Customer Service, Public Speaking, Strategic Planning, Event Planning, Accounting
Education
Auburn University 2012 — 2016
Bachelor's Degree, Accountancy, Junior
Universidad de Salamanca 2014 — 2014
Study Abroad, Spanish Language and Literature, 4.0
Auburn University February 2014 - Present
Bennett Thrasher June 2015 - August 2015
Founders Investment Banking June 2014 - August 2014
The Wine Cellar March 2012 - August 2012
Skills
Microsoft Office, Teamwork, Leadership, Federal & State Income..., Tax Research, Financial Accounting, Sales, Customer Service, Public Speaking, Strategic Planning, Event Planning, Accounting
Education
Auburn University 2012 — 2016
Bachelor's Degree, Accountancy, Junior
Universidad de Salamanca 2014 — 2014
Study Abroad, Spanish Language and Literature, 4.0
AJ Selvaggio's Founders Investment Banking Experience June 2015 - August 2015
Job Intern at UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Founders Investment Banking June 2015 - August 2015
Shannon Waltchack January 2015 - May 2015
ProResource, Inc. May 2014 - August 2014
Holiday Inn London Kensington Forum February 2014 - May 2014
ProResource, Inc. June 2013 - May 2014
Skills
Leadership, Sales, Social Media, Accounting, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Teamwork
Education
Samford University 2012 — 2016
Finance/Economics, Junior
The Geneva School
UBS August 2015 - Present
Founders Investment Banking June 2015 - August 2015
Shannon Waltchack January 2015 - May 2015
ProResource, Inc. May 2014 - August 2014
Holiday Inn London Kensington Forum February 2014 - May 2014
ProResource, Inc. June 2013 - May 2014
Skills
Leadership, Sales, Social Media, Accounting, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Networking, Facebook, Teamwork
Education
Samford University 2012 — 2016
Finance/Economics, Junior
The Geneva School
Stephanie (Hutcheson) Sturtevant's Founders Investment Banking Experience June 2010 - February 2011
Job Organizational Development | Marketing & Sales | Project Management
Industry Program Development
Experience
BBVA Compass March 2014 - Present
Self-Employed Freelance April 2013 - Present
The MindSide April 2013 - August 2013
Infomedia January 2011 - March 2013
Alabama Social Media Association August 2011 - December 2011
Founders Investment Banking June 2010 - February 2011
Scottrade June 2009 - May 2010
Estee Lauder March 2005 - November 2006
Skills
Online Advertising, Brand Awareness, SEO copywriting, Online Marketing, Strategic Planning, Project Management, Digital Marketing, Social Networking, Event Management, Entrepreneurship, Email Marketing, Social Media Marketing, Start-ups, Marketing Strategy, Business Development, Brand Development, Social Media, Sales, Business Strategy, Strategic Communications, Budgets, Digital Strategy, Web Analytics, Web Marketing, Performance Consulting, Corporate Training, SEO, SEM
Education
University of San Francisco 2011 — 2011
Master Certificate, Internet Marketing
University of Alabama at Birmingham 2008 — 2010
B.A., Economics & Communication Management, 4.0
Maryville College 2003 — 2004
Business & Organizational Management, 4.0
Haleyville High School 1999 — 2003
Advanced Diploma, Valedictorian, 4.0
BBVA Compass March 2014 - Present
Self-Employed Freelance April 2013 - Present
The MindSide April 2013 - August 2013
Infomedia January 2011 - March 2013
Alabama Social Media Association August 2011 - December 2011
Founders Investment Banking June 2010 - February 2011
Scottrade June 2009 - May 2010
Estee Lauder March 2005 - November 2006
Skills
Online Advertising, Brand Awareness, SEO copywriting, Online Marketing, Strategic Planning, Project Management, Digital Marketing, Social Networking, Event Management, Entrepreneurship, Email Marketing, Social Media Marketing, Start-ups, Marketing Strategy, Business Development, Brand Development, Social Media, Sales, Business Strategy, Strategic Communications, Budgets, Digital Strategy, Web Analytics, Web Marketing, Performance Consulting, Corporate Training, SEO, SEM
Education
University of San Francisco 2011 — 2011
Master Certificate, Internet Marketing
University of Alabama at Birmingham 2008 — 2010
B.A., Economics & Communication Management, 4.0
Maryville College 2003 — 2004
Business & Organizational Management, 4.0
Haleyville High School 1999 — 2003
Advanced Diploma, Valedictorian, 4.0
Patrick Russo's Founders Investment Banking Experience February 2012 - July 2012
Job Community Outreach & Digital Strategy at DepositAccounts.com
Industry Internet
Experience
DepositAccounts.com August 2012 - Present
Founders Investment Banking February 2012 - July 2012
U.S. Israel Education Association August 2011 - December 2011
Briarwood Presbyterian Church March 2008 - July 2011
Skills
Public Speaking, Business Development, Strategic Partnerships, Volunteer Management, Marketing, Nonprofits, Teaching, Discipleship, Leadership Development, Strategy, Event Planning, SEO, Microsoft Excel, Research, Non-profits, Fundraising, Google Analytics, Microsoft CRM, Public Policy, Content Marketing, Digital Strategy, SEO copywriting, Email Marketing, Internet Business..., HTML, CSS, Internet Entrepreneur, Social Media Strategist, Social Entrepreneurship, New Business Development, Start-up Ventures, Technical Writing, International Relations, Business Relationship..., Creative Writing, Tennis, Economic Development, Writing, Google+, Market Research, Marketing Communications, Constant Contact, Personal Finance, Google Adwords..., Start-ups, Statistical Data..., Statistical Modeling, R, Business Intelligence, Social Media Marketing
Education
Mercer University 2003 — 2007
B.A., Political Science (Minor, Business Administration)
DepositAccounts.com August 2012 - Present
Founders Investment Banking February 2012 - July 2012
U.S. Israel Education Association August 2011 - December 2011
Briarwood Presbyterian Church March 2008 - July 2011
Skills
Public Speaking, Business Development, Strategic Partnerships, Volunteer Management, Marketing, Nonprofits, Teaching, Discipleship, Leadership Development, Strategy, Event Planning, SEO, Microsoft Excel, Research, Non-profits, Fundraising, Google Analytics, Microsoft CRM, Public Policy, Content Marketing, Digital Strategy, SEO copywriting, Email Marketing, Internet Business..., HTML, CSS, Internet Entrepreneur, Social Media Strategist, Social Entrepreneurship, New Business Development, Start-up Ventures, Technical Writing, International Relations, Business Relationship..., Creative Writing, Tennis, Economic Development, Writing, Google+, Market Research, Marketing Communications, Constant Contact, Personal Finance, Google Adwords..., Start-ups, Statistical Data..., Statistical Modeling, R, Business Intelligence, Social Media Marketing
Education
Mercer University 2003 — 2007
B.A., Political Science (Minor, Business Administration)
Brandon Pilot Brandon Pilot's Founders Investment Banking Experience July 2013 - January 2015
Job Analyst at Bienville Capital
Industry Financial Services
Experience
Bienville Capital Management September 2015 - Present
Founders Investment Banking July 2013 - January 2015
Bienville Capital Management May 2013 - June 2013
University of Alabama May 2012 - May 2013
Morgan Stanley June 2011 - July 2011
Skills
Social Media, Public Speaking, Event Planning, Time Management, Microsoft Office, Customer Service, Management, PowerPoint, Research, Fundraising, Strategic Planning, Microsoft Excel, Microsoft Word, Photoshop, Event Management, Christian Ministry, Program Management, People Skills, M&A Modeling, Financial Analysis, Investment Banking, Strategic Finance, Pro Forma Development, Accounting
Education
University of Alabama 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce
Bienville Capital Management September 2015 - Present
Founders Investment Banking July 2013 - January 2015
Bienville Capital Management May 2013 - June 2013
University of Alabama May 2012 - May 2013
Morgan Stanley June 2011 - July 2011
Skills
Social Media, Public Speaking, Event Planning, Time Management, Microsoft Office, Customer Service, Management, PowerPoint, Research, Fundraising, Strategic Planning, Microsoft Excel, Microsoft Word, Photoshop, Event Management, Christian Ministry, Program Management, People Skills, M&A Modeling, Financial Analysis, Investment Banking, Strategic Finance, Pro Forma Development, Accounting
Education
University of Alabama 2012 — 2015
Master of Business Administration (M.B.A.), Finance
University of Alabama 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce
Garrett Gamble's Founders Investment Banking Experience February 2013 - June 2013
Job Product Launch Manager | Digital Media Strategist | Over $2mm in Client Profits | 300%+ Growth New Daily Subscribers
Industry Financial Services
Experience
Ferguson Systems, Inc. September 2014 - Present
Inner Circle Sessions June 2013 - Present
Founders Investment Banking February 2013 - June 2013
Metalplate Galvanizing, L.P. May 2008 - November 2012
Walter Energy June 2012 - August 2012
Gamble Construction August 2006 - December 2011
Skills
Entrepreneurship, Strategy, Finance, Financial Analysis, Leadership, Business Planning, Market Research, Investments, CRM, New Business Development, Venture Capital, Online Marketing, Information Products
Education
University of Alabama at Birmingham 2008 — 2012
Bachelor's Degree, Finance / Business
Ferguson Systems, Inc. September 2014 - Present
Inner Circle Sessions June 2013 - Present
Founders Investment Banking February 2013 - June 2013
Metalplate Galvanizing, L.P. May 2008 - November 2012
Walter Energy June 2012 - August 2012
Gamble Construction August 2006 - December 2011
Skills
Entrepreneurship, Strategy, Finance, Financial Analysis, Leadership, Business Planning, Market Research, Investments, CRM, New Business Development, Venture Capital, Online Marketing, Information Products
Education
University of Alabama at Birmingham 2008 — 2012
Bachelor's Degree, Finance / Business
Jordan Gaston Jordan Gaston's Founders Investment Banking Experience August 2015 - Present
Job BuySide Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking August 2015 - Present
Equity Resources, LLC August 2014 - June 2015
Colliers International Alabama April 2012 - May 2014
McWane Cast Iron Pipe October 2011 - April 2012
Skills
Investment Properties, Private Equity, Corporate Law, Property Law, Real Estate, Due Diligence, Investments, Valuation, Asset Managment, Portfolio Management, Commercial Real Estate, Consulting, Sales, Asset Management, Real Estate Economics, Leases, Disposition, Finance, Lease Negotiations, Tenant, Brokerage, Location Intelligence
Education
Samford University, Cumberland School of Law 2006 — 2009
JD, Corporate, Real Estate, and Contracts Law
Birmingham-Southern College 2002 — 2006
BS, Psychology
Founders Investment Banking August 2015 - Present
Equity Resources, LLC August 2014 - June 2015
Colliers International Alabama April 2012 - May 2014
McWane Cast Iron Pipe October 2011 - April 2012
Skills
Investment Properties, Private Equity, Corporate Law, Property Law, Real Estate, Due Diligence, Investments, Valuation, Asset Managment, Portfolio Management, Commercial Real Estate, Consulting, Sales, Asset Management, Real Estate Economics, Leases, Disposition, Finance, Lease Negotiations, Tenant, Brokerage, Location Intelligence
Education
Samford University, Cumberland School of Law 2006 — 2009
JD, Corporate, Real Estate, and Contracts Law
Birmingham-Southern College 2002 — 2006
BS, Psychology
Charlie Wheatley Charlie Wheatley's Founders Investment Banking Experience September 2012 - September 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2013 - Present
Founders Investment Banking September 2012 - September 2013
UBS Wealth Management June 2012 - August 2012
Phi Gamma Delta January 2011 - January 2012
Sanitary Fish Market May 2008 - August 2008
Education
University of Alabama 2008 — 2012
BS, Finance/Economics/Accounting
New York Institute of Finance 2009 — 2011
Professional Certificate of Capital Markets
Cimba Study Abroad Program 2010 — 2010
Charlotte Country Day School 1994 — 2008
Wells Fargo Securities September 2013 - Present
Founders Investment Banking September 2012 - September 2013
UBS Wealth Management June 2012 - August 2012
Phi Gamma Delta January 2011 - January 2012
Sanitary Fish Market May 2008 - August 2008
Education
University of Alabama 2008 — 2012
BS, Finance/Economics/Accounting
New York Institute of Finance 2009 — 2011
Professional Certificate of Capital Markets
Cimba Study Abroad Program 2010 — 2010
Charlotte Country Day School 1994 — 2008
Will Dow Will Dow's Founders Investment Banking Experience June 2015 - Present
Job Senior Associate at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking June 2015 - Present
Mspark October 2012 - June 2015
Piedmont Angel Network May 2010 - August 2011
Venn Capital May 2010 - August 2011
Harbert Management Corporation July 2006 - July 2009
Skills
Financial Modeling, Financial Analysis
Education
Wake Forest University School of Business 2009 — 2011
MBA
Auburn University 2002 — 2006
Business, Finance
Founders Investment Banking June 2015 - Present
Mspark October 2012 - June 2015
Piedmont Angel Network May 2010 - August 2011
Venn Capital May 2010 - August 2011
Harbert Management Corporation July 2006 - July 2009
Skills
Financial Modeling, Financial Analysis
Education
Wake Forest University School of Business 2009 — 2011
MBA
Auburn University 2002 — 2006
Business, Finance
Philip H. Boudreaux, Jr.'s Founders Investment Banking Experience May 2006 - June 2006
Job Attorney at NeunerPate
Industry Law Practice
Experience
NeunerPate August 2007 - Present
Founders Investment Banking May 2006 - June 2006
Fred's Bar & Grill May 2001 - August 2003
Skills
Civil Litigation, Litigation, Trial Practice, Commercial Litigation, Personal Injury, Legal Research, Appeals, Workers Compensation, Legal Writing, Depositions, Courts, Legal Assistance, Litigation Support, Negotiation, Trials, Torts, Personal Injury..., Public Liability, Leadership
Education
Louisiana State University, Paul M. Hebert Law Center 2004 — 2007
J.D./B.C.L
Louisiana State University, E.J. Ourso College of Business, Flores MBA 2003 — 2006
MBA
Louisiana State University 1998 — 2002
B.S. - Finance, Investments and Securities
NeunerPate August 2007 - Present
Founders Investment Banking May 2006 - June 2006
Fred's Bar & Grill May 2001 - August 2003
Skills
Civil Litigation, Litigation, Trial Practice, Commercial Litigation, Personal Injury, Legal Research, Appeals, Workers Compensation, Legal Writing, Depositions, Courts, Legal Assistance, Litigation Support, Negotiation, Trials, Torts, Personal Injury..., Public Liability, Leadership
Education
Louisiana State University, Paul M. Hebert Law Center 2004 — 2007
J.D./B.C.L
Louisiana State University, E.J. Ourso College of Business, Flores MBA 2003 — 2006
MBA
Louisiana State University 1998 — 2002
B.S. - Finance, Investments and Securities
Mark Chou's Founders Investment Banking Experience December 2007 - January 2008
Job Director of Marketing & Strategic Partnerships at ONA
Industry Apparel & Fashion
Experience
ONA Bags + Accessories November 2014 - Present
Mark Chou Photography January 2013 - Present
New York Fashion Tech Lab July 2014 - September 2014
Ralph Lauren September 2013 - February 2014
New York City Investment Fund August 2011 - August 2013
FinTech Innovation Lab August 2011 - August 2013
The Blackstone Group July 2009 - July 2011
The Daily Pennsylvanian February 2006 - May 2009
The Blackstone Group June 2008 - August 2008
Founders Investment Banking December 2007 - January 2008
Skills
Start-ups, Entrepreneurship, Strategy, Venture Capital, Financial Modeling, Social Entrepreneurship, Strategic Partnerships, Investments, Valuation, Management, Digital Media, Portfolio Management, Business Strategy, Business Planning, E-commerce, Retail, Marketing
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Vestavia Hills High School
Advanced Academic Diploma
ONA Bags + Accessories November 2014 - Present
Mark Chou Photography January 2013 - Present
New York Fashion Tech Lab July 2014 - September 2014
Ralph Lauren September 2013 - February 2014
New York City Investment Fund August 2011 - August 2013
FinTech Innovation Lab August 2011 - August 2013
The Blackstone Group July 2009 - July 2011
The Daily Pennsylvanian February 2006 - May 2009
The Blackstone Group June 2008 - August 2008
Founders Investment Banking December 2007 - January 2008
Skills
Start-ups, Entrepreneurship, Strategy, Venture Capital, Financial Modeling, Social Entrepreneurship, Strategic Partnerships, Investments, Valuation, Management, Digital Media, Portfolio Management, Business Strategy, Business Planning, E-commerce, Retail, Marketing
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Vestavia Hills High School
Advanced Academic Diploma
Andy Sink's Founders Investment Banking Experience 2003 - December 2010
Job Managing Director and Principal at Colliers InternationalBirmingham
Industry Real Estate
Experience
Colliers International Alabama July 2012 - Present
Foundation Fund Management 2005 - Present
Founders Investment Properties, LLC January 2004 - July 2012
Founders Investment Banking 2003 - December 2010
EGS Commercial Real Estate 1993 - 2003
Taylor & Mathis 1990 - 1993
Skills
Commercial Real Estate, sale leaseback, Brokerage, Real Estate Private..., Real Estate Investment..., Creative Real Estate..., Real Estate Financing, Niche Marketing, Baseball, Real Estate, Sale-Leaseback, Investment Properties, Property, Investors, Commercial Mortgages, Private Equity, Property Management, Investments, Real Estate Development, Dispositions
Education
University of Alabama 1986 — 1990
B.S., Real Estate Finance
Jefferson Davis High School 1983 — 1986
Colliers International Alabama July 2012 - Present
Foundation Fund Management 2005 - Present
Founders Investment Properties, LLC January 2004 - July 2012
Founders Investment Banking 2003 - December 2010
EGS Commercial Real Estate 1993 - 2003
Taylor & Mathis 1990 - 1993
Skills
Commercial Real Estate, sale leaseback, Brokerage, Real Estate Private..., Real Estate Investment..., Creative Real Estate..., Real Estate Financing, Niche Marketing, Baseball, Real Estate, Sale-Leaseback, Investment Properties, Property, Investors, Commercial Mortgages, Private Equity, Property Management, Investments, Real Estate Development, Dispositions
Education
University of Alabama 1986 — 1990
B.S., Real Estate Finance
Jefferson Davis High School 1983 — 1986
Noor Nijjer's Founders Investment Banking Experience August 2009 - May 2010
Job Transfer Pricing Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte February 2014 - Present
Ernst & Young March 2011 - February 2014
Founders Investment Banking August 2009 - May 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
University of California-Santa Cruz 2003 — 2007
Bachelors, Business Management Economics
DAV Public School
Deloitte February 2014 - Present
Ernst & Young March 2011 - February 2014
Founders Investment Banking August 2009 - May 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
University of California-Santa Cruz 2003 — 2007
Bachelors, Business Management Economics
DAV Public School
Kimberly Boackle's Founders Investment Banking Experience February 2010 - Present
Job at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking February 2010 - Present
AmeriCapital Funding February 2001 - May 2009
ExecuTrain July 1999 - February 2001
Dun & Bradstreet August 1988 - October 1998
Skills
Public Speaking, Strategic Planning, PowerPoint, Mergers, Microsoft Excel, Financial Analysis, Investments, Marketing Strategy, Start-ups, Business Development, Entrepreneurship, Valuation, Office Management, Corporate Finance, Diary Management, Due Diligence, Executive Support, Private Equity, Calendaring, Workshop Facilitation, Mergers & Acquisitions, Investment Banking, Finance, Marketing, Strategy, Business Valuation, Strategic Financial..., Real Estate
Education
Marywood University 1994 — 1997
MAT, Education
Manhattanville College 1982 — 1986
BA, Political Science
Wyoming Seminary Preparatory School 1978 — 1982
Founders Investment Banking February 2010 - Present
AmeriCapital Funding February 2001 - May 2009
ExecuTrain July 1999 - February 2001
Dun & Bradstreet August 1988 - October 1998
Skills
Public Speaking, Strategic Planning, PowerPoint, Mergers, Microsoft Excel, Financial Analysis, Investments, Marketing Strategy, Start-ups, Business Development, Entrepreneurship, Valuation, Office Management, Corporate Finance, Diary Management, Due Diligence, Executive Support, Private Equity, Calendaring, Workshop Facilitation, Mergers & Acquisitions, Investment Banking, Finance, Marketing, Strategy, Business Valuation, Strategic Financial..., Real Estate
Education
Marywood University 1994 — 1997
MAT, Education
Manhattanville College 1982 — 1986
BA, Political Science
Wyoming Seminary Preparatory School 1978 — 1982
Rob Vann's Founders Investment Banking Experience February 2008 - August 2008
Job
Industry Venture Capital & Private Equity
Experience
Private Equity September 2011 - Present
Mazzone & Associates November 2008 - July 2009
FOUNDERS Investment Banking February 2008 - August 2008
Education
Birmingham-Southern College 2005 — 2008
BS in Business Administration
Private Equity September 2011 - Present
Mazzone & Associates November 2008 - July 2009
FOUNDERS Investment Banking February 2008 - August 2008
Education
Birmingham-Southern College 2005 — 2008
BS in Business Administration
Mike McCraw's Founders Investment Banking Experience April 2015 - Present
Job Managing DirectorStrategic Advisory Practice at Founders Investment Banking
Industry Accounting
Experience
Founders Investment Banking April 2015 - Present
Warren Averett, LLC-Warren Averett Kimbrough & Marino division May 2011 - March 2015
Covenant Consulting Group September 2007 - February 2011
Tidwell DeWitt LLC March 2004 - August 2007
Skills
Tax, Accounting, CPA, Financial Reporting, Corporate Tax, Financial Analysis, Tax Preparation, QuickBooks, Financial Accounting, Mergers & Acquisitions, GAAP, Strategic Financial..., Internal Controls, Due Diligence, Auditing
Education
University of Alabama at Birmingham 1993 — 1994
Masters, Business Administration
Troy State University 1987 — 1991
BS, Business Administration/Accounting
Founders Investment Banking April 2015 - Present
Warren Averett, LLC-Warren Averett Kimbrough & Marino division May 2011 - March 2015
Covenant Consulting Group September 2007 - February 2011
Tidwell DeWitt LLC March 2004 - August 2007
Skills
Tax, Accounting, CPA, Financial Reporting, Corporate Tax, Financial Analysis, Tax Preparation, QuickBooks, Financial Accounting, Mergers & Acquisitions, GAAP, Strategic Financial..., Internal Controls, Due Diligence, Auditing
Education
University of Alabama at Birmingham 1993 — 1994
Masters, Business Administration
Troy State University 1987 — 1991
BS, Business Administration/Accounting
Karin Payton's Founders Investment Banking Experience May 2005 - February 2010
Job Assistant Vice President /Treasury Management Product Developer at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2013 - Present
Regions Financial Corporation July 2013 - Present
Founders Investment Banking May 2005 - February 2010
Skills
Financial Analysis
Education
University of Alabama at Birmingham
Bachelor's of Science, Psychology
University of Alabama at Birmingham
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Alabama at Birmingham
Bachelor of Science (B.S.), Psychology
Virginia Wesleyan College
Regions Financial Corporation August 2013 - Present
Regions Financial Corporation July 2013 - Present
Founders Investment Banking May 2005 - February 2010
Skills
Financial Analysis
Education
University of Alabama at Birmingham
Bachelor's of Science, Psychology
University of Alabama at Birmingham
Bachelor of Arts (B.A.), Spanish Language and Literature
University of Alabama at Birmingham
Bachelor of Science (B.S.), Psychology
Virginia Wesleyan College
Matthew Massman's Founders Investment Banking Experience June 2014 - August 2014
Job Student at Vanderbilt University
Industry
Experience
Founders Investment Banking June 2014 - August 2014
Brentwood Capital Advisors April 2014 - May 2014
Harbert Management Corporation March 2013 - April 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Economics, Accounting, Microsoft Office
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Management
Founders Investment Banking June 2014 - August 2014
Brentwood Capital Advisors April 2014 - May 2014
Harbert Management Corporation March 2013 - April 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Economics, Accounting, Microsoft Office
Education
Vanderbilt University 2011 — 2015
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Management