Gentry Financial Corporation
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Gentry Financial Corporation Employees
Windy City Advisors April 2014 - Present
Gryfon Advisors April 2013 - December 2014
Gentry Financial Corporation February 2011 - April 2013
Ace Automotive February 2010 - May 2012
Pittsburgh Steelers August 2008 - December 2008
Detroit Lions April 2008 - August 2008
Denver Broncos May 2005 - December 2007
Cleveland Browns September 2007 - October 2007
Northern Arizona University August 2004 - May 2005
City of Glendale AZ May 2003 - August 2003
Skills
Private Equity, Operations Management, Venture Capital, Private Placements, Due Diligence, Management, Investments, Financial Modeling, Corporate Finance, Information Technology, Financial Analysis, Sage CRM, Investment Banking, Mergers & Acquisitions, Start-ups, Alternative Investments, Asset Management, Schwab PortfolioCenter, Windows Server, IT Operations, Sales Operations, Financial Reporting, Financial Accounting
Education
Northern Arizona University, College of Business Administration 2000 — 2004
Computer Information Systems, Certificates in Database Management and Website Design, With Honors
GSV Financial Group September 2014 - Present
Gentry Financial Corporation January 2007 - September 2014
Skills
Equity Capital Markets, Business Planning, Asset Allocation, Entrepreneurship, Equities, Investment Banking, Investments, Private Equity, Wealth Management, Strategy, Asset Management, Due Diligence, Financial Modeling, Venture Capital, Mergers
Education
Arizona State University - W. P. Carey School of Business
MBA, Business
Gentry Financial Corporation 2012 - March 2014
THE SPECTRUM GROUP September 2011 - May 2012
Concord Financial Advisors, LLC January 2011 - June 2011
Education
DePaul University 2009 — 2013
RNL Advisory Group March 2013 - Present
Gentry Financial Corporation January 2011 - February 2013
Kleos Capital Management April 2000 - January 2011
Kleos Advisors LLC January 2007 - February 2010
Kleos Capital Advisors April 2000 - December 2007
McFarland Dewey & Co. March 1994 - April 1999
Ernst & Young August 1992 - April 1994
Bear Stearns April 1985 - April 1990
Skills
Private Equity, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Investment Banking, Investments, Asset Management, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Analysis, Derivatives, Finance, Venture Capital, Portfolio Management
Education
Wharton Graduate School of Business 1990 — 1992
MBA, Finance & Accounting
Harvard University 1980 — 1984
BA, Economics and Government
Pacifica Graduate Institute 2011 - Present
Gracie Barra Corona August 2007 - Present
Direct Recruiting Services, Inc. May 1997 - Present
Smith Barney January 1995 - May 1997
Gentry Financial Corporation 1992 - 1995
The Hugh Bowman Company 1986 - 1992
Skills
Psychology, Adults, Sports, Coaching, Public Speaking, Martial Arts, Psychotherapy, Self Defense, Teaching, Athletics, Wellness, Fitness, Personal Development, Strength Training, Training, Leadership Development, Self-esteem, Treatment, Brazilian Jiu-Jitsu, Sales, Team Building, Counseling Psychology, Networking, Group Therapy, Kickboxing, Holistic Health, Stress Management, Family Therapy, Mental Health, Executive Coaching, Life Transitions, Mindfulness
Education
Pacifica Graduate Institute 2005 — 2014
Doctorate, Psychology-Jungian
Pacifica Graduate Institute 2006 — 2008
MA, Jungian Psychology
Pacifica Graduate Institute 2003 — 2005
MA, Marriage and Family Therapy
Georgia State University 1987 — 1991
BS, Psychology
Green Tree Financial Service April 2015 - Present
Gentry Financial Corporation June 2014 - April 2015
Student looking for work December 2009 - June 2011
Cornerstone Rescue Mission January 2009 - March 2011
Cornerstone Rescue mission August 2007 - December 2008
ASI GE August 2001 - February 2003
Skills
computer software skills, Office Organizing, Case Managment, Filing, Phone Etiquette, Team Building, Team Management, Mentoring, Skills for Life, Medical Social Work, Family Services, Child Welfare, Teamwork, Psychosocial, Administration, Case Management, Case Management Services, Foster Care, Time Management, Community Outreach, Public Speaking, Customer Service, Teaching, Program Development, Fundraising, Management, Nonprofits, Training
Education
Black Hills State University 2008 — 2013
Bachelor of Human Services, minors in Sociology, Psycology and Business Administration
Western Dakota Technical Institute 1996 — 1997
Certificate, Computerize Office Careers
Microsoft July 2013 - Present
GE Healthcare 2012 - 2012
Gentry Financial Corporation 2011 - 2011
Las Vegas Fasteners 2011 - 2011
Newman West June 2007 - August 2008
Skills
Management, Data Analysis, Microsoft Excel, Microsoft Office, Statistics, IT Service Management, Matlab, SQL, Technology, Strategic Planning, ITIL Certified, Simio, Minitab, Economics, Analysis, Entrepreneurship, Innovation, C++, Team Leadership, Forecasting, Supply Chain Management, GIS, AMPL, PowerPoint, Microsoft Word, Leadership, Social Media, Strategy
Education
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering and Management Sciences
Gofen & Glossberg November 2014 - Present
Gentry Financial Corporation June 2013 - November 2014
Vestor Capital Corporation April 2011 - November 2012
Gerson Lehrman Group November 2009 - 2010
High Pointe Capital April 2006 - January 2008
Credit Suisse November 2004 - April 2006
William Blair & Co January 2001 - November 2004
PPM America September 1998 - January 2001
Ernst & Young January 1997 - September 1998
Skills
Financial Modeling, Portfolio Management, Wealth Management, Investments, Financial Analysis, Equities, Equity Research, Valuation, Competitive Analysis, Trading, Strategy
Education
Indiana University Bloomington 1992 — 1996
BS, Accounting
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Gentry Financial Corporation January 2011 - June 2011
DBRS September 2010 - December 2010
UBS March 2010 - June 2010
Merrill Lynch January 2010 - March 2010
Skills
Finance, Asset Management, Venture Capital, Strategy, Banking, Financial Services, Mentoring, Trading, Financial Markets, Entrepreneurship, Financial Advisory, Economics, Structured Finance, Business Strategy
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance
Gentry Financial Corporation January 2014 - Present
Pro Style Financial April 2003 - Present
Skills
Investment Banking, Mutual Funds, Strategic Planning, Entrepreneurship, Asset Managment, New Business Development, Private Equity, Real Estate, Portfolio Management, Marketing Strategy, Start-ups, Investments, Public Speaking, Marketing, Venture Capital, Sales, Mergers & Acquisitions, Strategic Financial..., Advertising, Coaching, Customer Service, Finance, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
Bachelor's degree, Finance, General