Griffin Financial Group
Industry: Company
DescriptionFounded: 1996 Parent organization: Griffin Holdings Group LLC
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Griffin Financial Group Employees
Employee
Years
Job
Industry
Evan Rassman Evan Rassman's Griffin Financial Group Experience January 2015 - Present
Job Investment Banking Associate at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group January 2015 - Present
Ferry, Joseph & Pearce May 2013 - September 2014
Legal Aid of Southeastern Pennsylvania May 2012 - September 2012
Aspen Skiing Company December 2011 - August 2012
Skills
Legal Writing, Legal Research, Golf, Litigation, Corporate Law, Contract Negotiation, Finance, Investment Banking, Equities, Mergers & Acquisitions, Bank Mergers, Financial Analysis, Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3L
University of Delaware 2006 — 2010
Bachelor of Arts (B.A.), Agriculture and Natural Resource Economics
St. Mark's High School 2002 — 2006
Griffin Financial Group January 2015 - Present
Ferry, Joseph & Pearce May 2013 - September 2014
Legal Aid of Southeastern Pennsylvania May 2012 - September 2012
Aspen Skiing Company December 2011 - August 2012
Skills
Legal Writing, Legal Research, Golf, Litigation, Corporate Law, Contract Negotiation, Finance, Investment Banking, Equities, Mergers & Acquisitions, Bank Mergers, Financial Analysis, Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3L
University of Delaware 2006 — 2010
Bachelor of Arts (B.A.), Agriculture and Natural Resource Economics
St. Mark's High School 2002 — 2006
Jack Ruth Jack Ruth's Griffin Financial Group Experience June 2011 - July 2011
Job Financial Analyst II, Subscriber Growth & Experience at Hulu
Industry Marketing and Advertising
Experience
Hulu January 2015 - Present
Hulu August 2013 - December 2014
Nike June 2012 - August 2012
Bank of America July 2011 - August 2011
Griffin Financial Group June 2011 - July 2011
Skills
Analytics, Financial Modeling, Google Analytics, Competitive Analysis, Market Research
Education
Princeton University 2009 — 2013
Bachelor of Arts, Politics: Program in Politcal Economics
Wilson High School 2005 — 2009
Hulu January 2015 - Present
Hulu August 2013 - December 2014
Nike June 2012 - August 2012
Bank of America July 2011 - August 2011
Griffin Financial Group June 2011 - July 2011
Skills
Analytics, Financial Modeling, Google Analytics, Competitive Analysis, Market Research
Education
Princeton University 2009 — 2013
Bachelor of Arts, Politics: Program in Politcal Economics
Wilson High School 2005 — 2009
Eric Magrisi Eric Magrisi's Griffin Financial Group Experience 2010 - Present
Job Senior Managing Director at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group 2010 - Present
McKinnon & Company, Inc. August 1993 - February 2010
U.S. Navy June 1989 - June 1993
Skills
Equities, Asset Management, Research, Capital Markets, Series 63, Fixed Income, Banking, Bloomberg, Securities, Financial Analysis, IPO, Internal Controls, Private Placements, Financial Institutions, Portfolio Management, Finance, Strategic Planning, Corporate Development, Business Valuation
Education
Harvard University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Holy Ghost Preparatory School 1981 — 1985
Griffin Financial Group 2010 - Present
McKinnon & Company, Inc. August 1993 - February 2010
U.S. Navy June 1989 - June 1993
Skills
Equities, Asset Management, Research, Capital Markets, Series 63, Fixed Income, Banking, Bloomberg, Securities, Financial Analysis, IPO, Internal Controls, Private Placements, Financial Institutions, Portfolio Management, Finance, Strategic Planning, Corporate Development, Business Valuation
Education
Harvard University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Holy Ghost Preparatory School 1981 — 1985
Andrea Goble Andrea Goble's Griffin Financial Group Experience August 2011 - April 2015
Job Administrative Assistant
Industry Financial Services
Experience
Ryan April 2015 - Present
Griffin Financial Group August 2011 - April 2015
Skills
Investments, Administrative..., Invoice Processing, Account Management, Database Administration, Financial Analysis, Microsoft Excel
Education
St. Edward's University 2011 — 2013
Organizational Communication, General
Ryan April 2015 - Present
Griffin Financial Group August 2011 - April 2015
Skills
Investments, Administrative..., Invoice Processing, Account Management, Database Administration, Financial Analysis, Microsoft Excel
Education
St. Edward's University 2011 — 2013
Organizational Communication, General
Lauren Herr Lauren Herr's Griffin Financial Group Experience 2004 - 2007
Job Vice President at Ewing Bemiss & Co.
Industry Investment Banking
Experience
Ewing Bemiss & Co. 2012 - Present
Ewing Bemiss & Co. 2007 - 2011
Griffin Financial Group 2004 - 2007
Education
Clemson University 2000 — 2004
Bachelor of Science
Ewing Bemiss & Co. 2012 - Present
Ewing Bemiss & Co. 2007 - 2011
Griffin Financial Group 2004 - 2007
Education
Clemson University 2000 — 2004
Bachelor of Science
David Bawel, CPA, CPCU David Bawel, CPA, CPCU's Griffin Financial Group Experience March 2012 - December 2012
Job Assistant Vice President of Internal Audit at Donegal Insurance Group
Industry Insurance
Experience
Donegal Insurance Group December 2012 - Present
Griffin Financial Group March 2012 - December 2012
KPMG September 2008 - March 2012
Weis Markets, Inc. May 2006 - May 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, SEC filings, US GAAP, Internal Controls, GAAP, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Insurance
Education
Susquehanna University
Bachelor of Science (B.S.), Accounting
Donegal Insurance Group December 2012 - Present
Griffin Financial Group March 2012 - December 2012
KPMG September 2008 - March 2012
Weis Markets, Inc. May 2006 - May 2008
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, SEC filings, US GAAP, Internal Controls, GAAP, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Corporate Finance, Insurance
Education
Susquehanna University
Bachelor of Science (B.S.), Accounting
Moses Magera Moses Magera's Griffin Financial Group Experience January 2013 - November 2013
Job Investment Banking Associate at Griffin Financial Group LLC
Industry Financial Services
Experience
Fidato Partners, LLC July 2014 - July 2014
Griffin Financial Group January 2013 - November 2013
Fidato Partners, LLC October 2012 - December 2012
KPMG LLP September 2007 - November 2011
DentaQuest November 2001 - August 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, External Audit, Financial Reporting, Internal Audit, Financial Accounting, Accounting, IFRS, Financial Analysis, SEC filings, GAAP, Big 4, Financial Statements, US GAAP, SOX 404, Tax, Financial Modeling, Finance
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science (BSc) Management, Accounting
Quincy College 2001 — 2004
Business Administration (B.B.A.), Management
Fidato Partners, LLC July 2014 - July 2014
Griffin Financial Group January 2013 - November 2013
Fidato Partners, LLC October 2012 - December 2012
KPMG LLP September 2007 - November 2011
DentaQuest November 2001 - August 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, External Audit, Financial Reporting, Internal Audit, Financial Accounting, Accounting, IFRS, Financial Analysis, SEC filings, GAAP, Big 4, Financial Statements, US GAAP, SOX 404, Tax, Financial Modeling, Finance
Education
University of Massachusetts Boston 2005 — 2007
Bachelor of Science (BSc) Management, Accounting
Quincy College 2001 — 2004
Business Administration (B.B.A.), Management
John Shartrand John Shartrand's Griffin Financial Group Experience June 1988 - November 1995
Job Chief Investment Officer at CAP COM Financial Services, LLC
Industry Financial Services
Experience
CAP COM Financial Services, LLC 1995 - Present
Griffin Financial Group June 1988 - November 1995
Prudential Bache Securties and Prudential Insurance September 1983 - June 1988
Education
Canisius College 1981 — 1985
Bachelors of Science, Finance
CAP COM Financial Services, LLC 1995 - Present
Griffin Financial Group June 1988 - November 1995
Prudential Bache Securties and Prudential Insurance September 1983 - June 1988
Education
Canisius College 1981 — 1985
Bachelors of Science, Finance
Richard Quad Richard Quad's Griffin Financial Group Experience August 2012 - Present
Job Senior Managing Director and CoHead, Financial Institutions Group at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group August 2012 - Present
RBC Capital Markets January 2008 - November 2011
RBC Capital Markets November 2010 - October 2011
RBC Capital Markets June 2009 - October 2010
RBC Capital Markets January 2005 - December 2007
RBC Capital Markets June 2000 - December 2004
Advest, Inc. June 1998 - June 2000
Banknorth Group June 1990 - July 1996
Skills
Series 7, Series 63, Financial Institutions, Financial Modeling, Company Acquisitions, Equity Capital Markets, Bank Mergers, Mergers, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Investments, Finance, Banking, Investment Management, Valuation, Credit, Capital Markets, Strategy, Corporate Development, Acquisitions, Hedge Funds, Corporate Finance, Private Equity, Investment Banking, Securities, Bloomberg, Private Placements, Structured Finance, Financial Structuring, LBO, IPO, Equity Research, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Business
University of Vermont 1986 — 1990
B.S., Business Administration
Griffin Financial Group August 2012 - Present
RBC Capital Markets January 2008 - November 2011
RBC Capital Markets November 2010 - October 2011
RBC Capital Markets June 2009 - October 2010
RBC Capital Markets January 2005 - December 2007
RBC Capital Markets June 2000 - December 2004
Advest, Inc. June 1998 - June 2000
Banknorth Group June 1990 - July 1996
Skills
Series 7, Series 63, Financial Institutions, Financial Modeling, Company Acquisitions, Equity Capital Markets, Bank Mergers, Mergers, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Investments, Finance, Banking, Investment Management, Valuation, Credit, Capital Markets, Strategy, Corporate Development, Acquisitions, Hedge Funds, Corporate Finance, Private Equity, Investment Banking, Securities, Bloomberg, Private Placements, Structured Finance, Financial Structuring, LBO, IPO, Equity Research, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Business
University of Vermont 1986 — 1990
B.S., Business Administration
Christian W. Herr III Christian W. Herr III's Griffin Financial Group Experience July 2004 - July 2006
Job Sr. Manager at Capital One
Industry Financial Services
Experience
Capital One January 2011 - Present
Capital One July 2006 - January 2011
Griffin Financial Group July 2004 - July 2006
Herr's Fruit Farm September 2001 - September 2002
Skills
Financial Modeling, Financial Analysis
Education
Penn State University- Smeal College of Business 2001 — 2004
MBA, Finance
Penn State University 1997 — 2001
Bachelor of Arts
Capital One January 2011 - Present
Capital One July 2006 - January 2011
Griffin Financial Group July 2004 - July 2006
Herr's Fruit Farm September 2001 - September 2002
Skills
Financial Modeling, Financial Analysis
Education
Penn State University- Smeal College of Business 2001 — 2004
MBA, Finance
Penn State University 1997 — 2001
Bachelor of Arts
Marilyn Majeau's Griffin Financial Group Experience July 2008 - December 2009
Job Nikken Wellness Coach
Industry Public Relations and Communications
Experience
Marilyn Majeau June 2008 - Present
Griffin Financial Group July 2008 - December 2009
SunTrust Mortgage Inc./ M&I Bank December 2002 - July 2008
Bank of Amercia September 1998 - December 2002
Kissimmee-St.Cloud Convention & Visitors Bureau (CVB) November 1991 - September 1993
Fleet Bank (fdba Heritage Bank) June 1979 - March 1990
Skills
Real Estate, Loans, Public Relations, Mergers, Banking, Team Building, Mergers & Acquisitions, Sales, Account Management, Marketing, Mortgage Lending, Microsoft Office, Leadership, Public Speaking, Residential Homes, Investment Properties, Small Business
Education
Brown University 1977 — 1979
Graduate, Banking
Rivier College
BA, Education & History
Marilyn Majeau June 2008 - Present
Griffin Financial Group July 2008 - December 2009
SunTrust Mortgage Inc./ M&I Bank December 2002 - July 2008
Bank of Amercia September 1998 - December 2002
Kissimmee-St.Cloud Convention & Visitors Bureau (CVB) November 1991 - September 1993
Fleet Bank (fdba Heritage Bank) June 1979 - March 1990
Skills
Real Estate, Loans, Public Relations, Mergers, Banking, Team Building, Mergers & Acquisitions, Sales, Account Management, Marketing, Mortgage Lending, Microsoft Office, Leadership, Public Speaking, Residential Homes, Investment Properties, Small Business
Education
Brown University 1977 — 1979
Graduate, Banking
Rivier College
BA, Education & History
Jim McCormick's Griffin Financial Group Experience 2004 - 2006
Job Managing Director at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. September 2004 - Present
Griffin Financial Group 2004 - 2006
Berwind Corporation 1995 - 1997
Education
Penn State University 1988 — 1993
Bachelor of Science, Finance and International Business
Boenning & Scattergood, Inc. September 2004 - Present
Griffin Financial Group 2004 - 2006
Berwind Corporation 1995 - 1997
Education
Penn State University 1988 — 1993
Bachelor of Science, Finance and International Business
Sean Crossley Sean Crossley's Griffin Financial Group Experience November 2009 - May 2011
Job Specialist at SEI
Industry Investment Management
Experience
SEI July 2012 - Present
SEI Cares January 2013 - Present
SEI June 2011 - June 2012
Griffin Financial Group November 2009 - May 2011
Alpha Sigma Phi Fraternity, Inc. 2010 - 2011
New York Life Insurance Company May 2010 - August 2010
Cornerstone Financial Strategies, LLC June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Analysis, Research, Data Analysis, Investments, Financial Modeling, Facebook, Event Planning, Social Networking, Leadership, Marketing, Program Management, Time Management, Management, Finance
Education
Albright College 2007 — 2011
B.S., Accounting, Economics, and Finance
Antietam High School 2001 — 2007
High School Diploma
SEI July 2012 - Present
SEI Cares January 2013 - Present
SEI June 2011 - June 2012
Griffin Financial Group November 2009 - May 2011
Alpha Sigma Phi Fraternity, Inc. 2010 - 2011
New York Life Insurance Company May 2010 - August 2010
Cornerstone Financial Strategies, LLC June 2009 - August 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Analysis, Research, Data Analysis, Investments, Financial Modeling, Facebook, Event Planning, Social Networking, Leadership, Marketing, Program Management, Time Management, Management, Finance
Education
Albright College 2007 — 2011
B.S., Accounting, Economics, and Finance
Antietam High School 2001 — 2007
High School Diploma
Paul F. Delaney Paul F. Delaney's Griffin Financial Group Experience 2008 - Present
Job Senior Managing Director at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group 2008 - Present
Patronus Capital Advisors LLC 2006 - 2008
Pomona Capital 2006 - 2006
Bear Stearns 2001 - 2006
MetLife 1981 - 2001
Skills
Private Equity, Venture Capital, Alternative Investments, Investments, Buyouts, Valuation, Investment Banking, Due Diligence, Asset Managment, Mergers, Hedge Funds, Portfolio Management, Funding, Banking, Fund Of Funds, Capital Markets, Private Placements, Equities, LBO, Asset Management, Mergers
Education
New York Law School 1986 — 1990
JD
Adelphi University 1984 — 1986
MBA, Finance
Saint Michael's College 1978 — 1981
BA, Business Administration
Chaminade High School 1974 — 1978
Griffin Financial Group 2008 - Present
Patronus Capital Advisors LLC 2006 - 2008
Pomona Capital 2006 - 2006
Bear Stearns 2001 - 2006
MetLife 1981 - 2001
Skills
Private Equity, Venture Capital, Alternative Investments, Investments, Buyouts, Valuation, Investment Banking, Due Diligence, Asset Managment, Mergers, Hedge Funds, Portfolio Management, Funding, Banking, Fund Of Funds, Capital Markets, Private Placements, Equities, LBO, Asset Management, Mergers
Education
New York Law School 1986 — 1990
JD
Adelphi University 1984 — 1986
MBA, Finance
Saint Michael's College 1978 — 1981
BA, Business Administration
Chaminade High School 1974 — 1978
William McCanney William McCanney's Griffin Financial Group Experience May 2015 - August 2015
Job Student at University of Pittsburgh Katz Graduate School of Business
Industry Financial Services
Experience
University of Pittsburgh Katz Graduate School of Business August 2014 - Present
Griffin Financial Group May 2015 - August 2015
EthoSource March 2013 - June 2014
EthoSource August 2012 - June 2014
Gettysburg College June 2010 - May 2012
The Reading Hospital and Medical Center June 2011 - July 2011
Skills
Project Management, Microsoft Office, Budgets, Event Planning, Account Management, Social Networking, Microsoft Excel, Strategic Planning, Customer Service, Sales, New Business Development, PowerPoint, Social Media, Marketing, Management, Negotiation, Research, Contract Negotiation, QuickBooks
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Gettysburg College 2008 — 2012
Bachelor of Science, Biochemistry and Molecular Biology
University of Pittsburgh Katz Graduate School of Business August 2014 - Present
Griffin Financial Group May 2015 - August 2015
EthoSource March 2013 - June 2014
EthoSource August 2012 - June 2014
Gettysburg College June 2010 - May 2012
The Reading Hospital and Medical Center June 2011 - July 2011
Skills
Project Management, Microsoft Office, Budgets, Event Planning, Account Management, Social Networking, Microsoft Excel, Strategic Planning, Customer Service, Sales, New Business Development, PowerPoint, Social Media, Marketing, Management, Negotiation, Research, Contract Negotiation, QuickBooks
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Gettysburg College 2008 — 2012
Bachelor of Science, Biochemistry and Molecular Biology
Adam Marhefka Adam Marhefka's Griffin Financial Group Experience April 2014 - June 2015
Job Credit Analyst at National Penn
Industry Banking
Experience
National Penn July 2015 - Present
Griffin Financial Group April 2014 - June 2015
Kutztown University August 2012 - December 2013
Kutztown University Applied Investment Management Program January 2012 - May 2012
Skills
Teamwork, Critical Thinking, Economics, Microsoft Office, Fundamental Analysis, Finance, Microsoft Excel, PowerPoint, Team Leadership, Problem Solving, Mac OS, Investments, Leadership
Education
Kutztown University of Pennsylvania 2012 — 2013
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 2008 — 2012
BSBA, Finance, General
Northampton
National Penn July 2015 - Present
Griffin Financial Group April 2014 - June 2015
Kutztown University August 2012 - December 2013
Kutztown University Applied Investment Management Program January 2012 - May 2012
Skills
Teamwork, Critical Thinking, Economics, Microsoft Office, Fundamental Analysis, Finance, Microsoft Excel, PowerPoint, Team Leadership, Problem Solving, Mac OS, Investments, Leadership
Education
Kutztown University of Pennsylvania 2012 — 2013
Master of Business Administration (MBA)
Kutztown University of Pennsylvania 2008 — 2012
BSBA, Finance, General
Northampton
Breck Byron Breck Byron's Griffin Financial Group Experience September 2008 - November 2010
Job Sales and Customer Service Management, Background in Marketing and Design
Industry Consumer Goods
Experience
Ronco December 2014 - September 2015
Ronco October 2012 - December 2014
CD3, Inc. December 2011 - October 2012
Griffin Financial Group September 2008 - November 2010
ProSource Wholesale Floorcover August 2007 - August 2008
Skills
Account Management, Customer Service, Interior Architecture, Interior Design, Inventory Management, Invoicing, Management, PowerPoint, Sales, Sales Management, Sales Process, Microsoft Office, Strategic Planning, Advertising, Social Media Marketing, Marketing, Negotiation, New Business Development, Process Scheduler, Team Building, Event Planning, Marketing Strategy, Leadership
Education
Columbia Southern University 2006 — 2009
Bachelor’s Degree, Hospitality and Tourism
Mclennan Community College 2005 — 2005
Associate’s Degree
Baylor University 2001 — 2004
Interior Design
Ronco December 2014 - September 2015
Ronco October 2012 - December 2014
CD3, Inc. December 2011 - October 2012
Griffin Financial Group September 2008 - November 2010
ProSource Wholesale Floorcover August 2007 - August 2008
Skills
Account Management, Customer Service, Interior Architecture, Interior Design, Inventory Management, Invoicing, Management, PowerPoint, Sales, Sales Management, Sales Process, Microsoft Office, Strategic Planning, Advertising, Social Media Marketing, Marketing, Negotiation, New Business Development, Process Scheduler, Team Building, Event Planning, Marketing Strategy, Leadership
Education
Columbia Southern University 2006 — 2009
Bachelor’s Degree, Hospitality and Tourism
Mclennan Community College 2005 — 2005
Associate’s Degree
Baylor University 2001 — 2004
Interior Design
Danny Coffman's Griffin Financial Group Experience September 2010 - October 2011
Job Associate 2 at KBW
Industry Banking
Experience
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
KBW August 2013 - Present
Wells Fargo Securities October 2011 - June 2013
Griffin Financial Group September 2010 - October 2011
Emerald Asset Management May 2010 - September 2010
Lancaster Sustainable Enterprise Stock Exchange (LanX) May 2009 - September 2009
Zouk Ventures October 2008 - December 2008
Ilex Capital Group, LLC May 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Investments, Mergers, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Society / Economics
Severn School 2002 — 2006
Steven Merrill Steven Merrill's Griffin Financial Group Experience December 2011 - May 2015
Job Enterprise Strategic Initiatives at Independence Blue Cross
Industry Financial Services
Experience
Griffin Financial Group December 2011 - May 2015
Gunn Mowery April 2011 - December 2011
KPMG LLP 2005 - March 2011
Skills
Finance, Insurance, Strategy, Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Accounting, Investment Banking, Auditing, Financial Modeling, Strategic Planning, ORSA, Internal Controls, Financial Reporting, Risk Management, Financial Services, Financial Risk, Management, Leadership, Corporate Finance, Financial Planning, Sarbanes-Oxley Act, Private Equity, Enterprise Risk..., Venture Capital, Capital Budgeting
Education
University of Delaware
Bachelor of Science (BS), Accounting
Griffin Financial Group December 2011 - May 2015
Gunn Mowery April 2011 - December 2011
KPMG LLP 2005 - March 2011
Skills
Finance, Insurance, Strategy, Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Accounting, Investment Banking, Auditing, Financial Modeling, Strategic Planning, ORSA, Internal Controls, Financial Reporting, Risk Management, Financial Services, Financial Risk, Management, Leadership, Corporate Finance, Financial Planning, Sarbanes-Oxley Act, Private Equity, Enterprise Risk..., Venture Capital, Capital Budgeting
Education
University of Delaware
Bachelor of Science (BS), Accounting
Junlai Hua Junlai Hua's Griffin Financial Group Experience December 2011 - Present
Job Assistant at Griffin Financial Group
Industry Financial Services
Experience
Griffin Financial Group December 2011 - Present
Stevens & Lee January 2011 - Present
Division of International Settlement, Bank of China May 2010 - August 2010
Skills
Private Equity, Insurance, Securities, Investments, Mergers and Acquisition, Accese to Capital Market, Ongoing SEC Exchange...
Education
DREXEL UNIVERSITY, LEBOW COLLEGE OF BUSINESS 2010 — 2012
MS, Finance
Drexel University - LeBow College of Business 2010 — 2012
MSF, Finance
NANJING UNIVERSITY FINANCE AND ECONOMICS 2006 — 2010
Bachelor, Finance
Nanjing University of Finance and Economics 2006 — 2010
Bachelor, Economics, Finance
Griffin Financial Group December 2011 - Present
Stevens & Lee January 2011 - Present
Division of International Settlement, Bank of China May 2010 - August 2010
Skills
Private Equity, Insurance, Securities, Investments, Mergers and Acquisition, Accese to Capital Market, Ongoing SEC Exchange...
Education
DREXEL UNIVERSITY, LEBOW COLLEGE OF BUSINESS 2010 — 2012
MS, Finance
Drexel University - LeBow College of Business 2010 — 2012
MSF, Finance
NANJING UNIVERSITY FINANCE AND ECONOMICS 2006 — 2010
Bachelor, Finance
Nanjing University of Finance and Economics 2006 — 2010
Bachelor, Economics, Finance
Danielle Kauffman Danielle Kauffman's Griffin Financial Group Experience April 2015 - Present
Job Associate at Griffin Financial Group
Industry Insurance
Experience
Griffin Financial Group April 2015 - Present
PNC April 2012 - March 2015
PNC July 2009 - April 2012
PNC May 2008 - August 2008
Affinity Bank of Pennsylvania May 2007 - August 2007
Skills
Loans, Credit, Commercial Lending, Finance, Commercial Banking, Financial Risk, Capital Markets, Credit Analysis, Financial Modeling, Portfolio Management, Mergers & Acquisitions
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 2006 — 2009
B.S., Finance
Exeter High School 2002 — 2006
Griffin Financial Group April 2015 - Present
PNC April 2012 - March 2015
PNC July 2009 - April 2012
PNC May 2008 - August 2008
Affinity Bank of Pennsylvania May 2007 - August 2007
Skills
Loans, Credit, Commercial Lending, Finance, Commercial Banking, Financial Risk, Capital Markets, Credit Analysis, Financial Modeling, Portfolio Management, Mergers & Acquisitions
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 2006 — 2009
B.S., Finance
Exeter High School 2002 — 2006
Cassandra Molinaro's Griffin Financial Group Experience June 2014 - September 2014
Job Retail Sales Representative at The Hershey Company
Industry Marketing and Advertising
Experience
SAI Industrial LLC January 2015 - May 2015
Griffin Financial Group June 2014 - September 2014
Skills
Social Media Marketing, Marketing Communications, Corporate Development, National Honor Society, Market Research, Marketing Strategy, Marketing Research, Social Networking, Fashion, Merchandising, Brand Awareness, Facebook, Time Management, Retail, Salesforce.com, Public Relations, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media
Education
Albright College 2011 — 2015
Bachelor’s Degree, Business Marketing
SAI Industrial LLC January 2015 - May 2015
Griffin Financial Group June 2014 - September 2014
Skills
Social Media Marketing, Marketing Communications, Corporate Development, National Honor Society, Market Research, Marketing Strategy, Marketing Research, Social Networking, Fashion, Merchandising, Brand Awareness, Facebook, Time Management, Retail, Salesforce.com, Public Relations, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media
Education
Albright College 2011 — 2015
Bachelor’s Degree, Business Marketing
Andrew Schlegel's Griffin Financial Group Experience May 2012 - August 2013
Job Aide to the Honorable Ruth Bader Ginsburg at Supreme Court of the U.S.
Industry Government Administration
Experience
Supreme Court of the U.S. July 2015 - Present
Supreme Court of the U.S. August 2014 - July 2015
The Albrightian Newspaper January 2014 - May 2014
Albright College August 2011 - May 2014
The Albrightian Newspaper September 2012 - December 2013
Stevens & Lee May 2012 - August 2013
Griffin Financial Group May 2012 - August 2013
Albright College August 2011 - September 2012
Skills
Research, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Editing
Education
Albright College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government, Junior
Supreme Court of the U.S. July 2015 - Present
Supreme Court of the U.S. August 2014 - July 2015
The Albrightian Newspaper January 2014 - May 2014
Albright College August 2011 - May 2014
The Albrightian Newspaper September 2012 - December 2013
Stevens & Lee May 2012 - August 2013
Griffin Financial Group May 2012 - August 2013
Albright College August 2011 - September 2012
Skills
Research, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Editing
Education
Albright College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government, Junior
Kevin Leigh's Griffin Financial Group Experience October 2009 - April 2013
Job Senior Wealth Director at BNY Mellon / Clear Communicator, Strategic Problem Solver, Analytical Thinker
Industry Financial Services
Experience
Kids Smiles Inc. December 2014 - Present
BNY Mellon May 2013 - Present
ACG Philadelphia 2013 - 2015
ACG Philadelphia 2013 - 2015
YMCA Camp Tockwogh June 2010 - June 2014
Griffin Financial Group October 2009 - April 2013
Slice Communications April 2011 - December 2012
The Keystone Equities Group March 2003 - October 2009
Emerging Growth Equities September 1999 - March 2003
Boenning & Scattergood October 1998 - September 1999
Skills
Investment Banking, Capital Markets, Series 7, Risk Management, Entrepreneurship, Mergers, Private Equity, Investments, Mergers & Acquisitions, Start-ups, Equities, Strategy, Venture Capital, Finance, Private Placements, Strategic Planning, Wealth Management, Management
Education
Saint Joseph's University
Accounting
University of Rhode Island
Business, Finance, Japanese
Villanova
Interdisciplianry Studies, Leadership
Kids Smiles Inc. December 2014 - Present
BNY Mellon May 2013 - Present
ACG Philadelphia 2013 - 2015
ACG Philadelphia 2013 - 2015
YMCA Camp Tockwogh June 2010 - June 2014
Griffin Financial Group October 2009 - April 2013
Slice Communications April 2011 - December 2012
The Keystone Equities Group March 2003 - October 2009
Emerging Growth Equities September 1999 - March 2003
Boenning & Scattergood October 1998 - September 1999
Skills
Investment Banking, Capital Markets, Series 7, Risk Management, Entrepreneurship, Mergers, Private Equity, Investments, Mergers & Acquisitions, Start-ups, Equities, Strategy, Venture Capital, Finance, Private Placements, Strategic Planning, Wealth Management, Management
Education
Saint Joseph's University
Accounting
University of Rhode Island
Business, Finance, Japanese
Villanova
Interdisciplianry Studies, Leadership
Daniel Cocchimiglio Daniel Cocchimiglio's Griffin Financial Group Experience February 2011 - June 2012
Job Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Vanguard April 2015 - July 2015
Vanguard March 2014 - April 2015
Vanguard June 2012 - March 2014
Griffin Financial Group February 2011 - June 2012
First Niagara Bank September 2008 - February 2011
Skills
Banking, Customer Service, Finance, Analysis, Financial Analysis, Mutual Funds, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg
Education
Albright College
Bachelor of Science, Business Administration and Finance
BNY Mellon July 2015 - Present
Vanguard April 2015 - July 2015
Vanguard March 2014 - April 2015
Vanguard June 2012 - March 2014
Griffin Financial Group February 2011 - June 2012
First Niagara Bank September 2008 - February 2011
Skills
Banking, Customer Service, Finance, Analysis, Financial Analysis, Mutual Funds, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg
Education
Albright College
Bachelor of Science, Business Administration and Finance
Jason Hornberger Jason Hornberger's Griffin Financial Group Experience April 2009 - July 2012
Job Business Banking Officer at M&T Bank / jhornberger@mtb.com
Industry Financial Services
Experience
M&T Bank July 2012 - Present
Prudential Homesale Services Group March 2009 - February 2014
Griffin Financial Group April 2009 - July 2012
SMG / Sovereign Center September 2006 - June 2011
Wells Fargo Financial January 2009 - March 2009
Wachovia Securities April 2008 - August 2008
Sentry Abstract Company May 2006 - August 2007
Reading Phillies 2002 - 2005
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Banking, Finance, Financial Services, Marketing, Analysis, Loans, Financial Modeling, Credit, Mergers & Acquisitions, Sales, Investments
Education
Alvernia University 2015 — 2016
Masters In Business Administration
Shippensburg University of Pennsylvania 2005 — 2008
B.S.B.A., Finance, Economics
M&T Bank July 2012 - Present
Prudential Homesale Services Group March 2009 - February 2014
Griffin Financial Group April 2009 - July 2012
SMG / Sovereign Center September 2006 - June 2011
Wells Fargo Financial January 2009 - March 2009
Wachovia Securities April 2008 - August 2008
Sentry Abstract Company May 2006 - August 2007
Reading Phillies 2002 - 2005
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, Microsoft Office, PowerPoint, Banking, Finance, Financial Services, Marketing, Analysis, Loans, Financial Modeling, Credit, Mergers & Acquisitions, Sales, Investments
Education
Alvernia University 2015 — 2016
Masters In Business Administration
Shippensburg University of Pennsylvania 2005 — 2008
B.S.B.A., Finance, Economics
Mike Sobota's Griffin Financial Group Experience December 2013 - March 2014
Job Global Controller at Giorgi Global Holdings, Inc.
Industry Food & Beverages
Experience
Giorgi Global Holdings, Inc. April 2014 - Present
Griffin Financial Group December 2013 - March 2014
Griffin Financial Group LLC July 2007 - November 2013
Deloitte September 2001 - June 2007
Skills
Financial Modeling, Financial Analysis, M&A execution, Financial Accounting, Strategic Financial..., M&A analysis, Internal Controls, Budgeting, Food Manufacturing, Manufacturing, Distressed M&A
Education
DeSales University 1997 — 2001
Giorgi Global Holdings, Inc. April 2014 - Present
Griffin Financial Group December 2013 - March 2014
Griffin Financial Group LLC July 2007 - November 2013
Deloitte September 2001 - June 2007
Skills
Financial Modeling, Financial Analysis, M&A execution, Financial Accounting, Strategic Financial..., M&A analysis, Internal Controls, Budgeting, Food Manufacturing, Manufacturing, Distressed M&A
Education
DeSales University 1997 — 2001
Kyla DeVilbiss's Griffin Financial Group Experience March 2012 - January 2013
Job Actively searching
Industry Retail
Experience
Academy Sports + Outdoors September 2013 - September 2015
Academy Sports + Outdoors March 2013 - September 2013
Accessories to Go September 2010 - March 2013
Griffin Financial Group March 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Artistry, Articulation, PowerPoint, Creative Solutions, Creative Direction, Articulate Communicator
Education
University of North Texas 2006 — 2011
Bachelor of Fine Arts, Visual Art Studies, Fashion Merchandising
Academy Sports + Outdoors September 2013 - September 2015
Academy Sports + Outdoors March 2013 - September 2013
Accessories to Go September 2010 - March 2013
Griffin Financial Group March 2012 - January 2013
Skills
Microsoft Office, Microsoft Word, Artistry, Articulation, PowerPoint, Creative Solutions, Creative Direction, Articulate Communicator
Education
University of North Texas 2006 — 2011
Bachelor of Fine Arts, Visual Art Studies, Fashion Merchandising
Christopher Connolly Christopher Connolly's Griffin Financial Group Experience April 2011 - August 2011
Job Private Markets Analyst at Wilshire Associates
Industry Venture Capital & Private Equity
Experience
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Wilshire Associates June 2015 - Present
The Hillman Company May 2014 - June 2015
BNY Mellon May 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Penske Truck Leasing May 2012 - August 2012
Griffin Financial Group April 2011 - August 2011
Skills
Financial Analysis, Management, Analysis, Microsoft Excel, Private Equity, Access, Microsoft Office, Real Estate Private..., Salesforce.com, Excel, Market Research, Strategic Leadership, Teamwork, Sales, Financial Modeling, Alternative Investments, Investment Advisory, PowerPoint, Finance, Microsoft Word, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Cum Laude, with Distinction
Wilson High School 2007 — 2010
Murray Hutcherson's Griffin Financial Group Experience 1989 - 1991
Job Freelance Graphic Artist
Industry Sporting Goods
Experience
Bass Pro Shops June 2006 - Present
Self Employment 1977 - Present
Tribute Photo Memorials 2004 - 2005
Live Wire Communications 2003 - 2004
Industrial Publications 1999 - 2003
Rockwell International 1992 - 1996
Griffin Financial Group 1989 - 1991
Effective Visual Imagery 1985 - 1989
Amedyne 1981 - 1985
Skills
Illustrator, InDesign, Photoshop, Graphic Design, Painting, Layout, Adobe Creative Suite, Logo Design, Print Production, Graphics, Brochures, Illustration, Catalogs, QuarkXPress, Mac, Flash, Web Design, Art
Education
Summit Workshops 1977 — 1992
Communication
Laguna Beach High School 1973 — 1976
Laguna Beach Academy of Art
Painting
Maria Del Carmen Calvo
Painting
Michael Jacques
Painting
Roger Armstrong
Painting
Saddleback College
Graphic Design
Bass Pro Shops June 2006 - Present
Self Employment 1977 - Present
Tribute Photo Memorials 2004 - 2005
Live Wire Communications 2003 - 2004
Industrial Publications 1999 - 2003
Rockwell International 1992 - 1996
Griffin Financial Group 1989 - 1991
Effective Visual Imagery 1985 - 1989
Amedyne 1981 - 1985
Skills
Illustrator, InDesign, Photoshop, Graphic Design, Painting, Layout, Adobe Creative Suite, Logo Design, Print Production, Graphics, Brochures, Illustration, Catalogs, QuarkXPress, Mac, Flash, Web Design, Art
Education
Summit Workshops 1977 — 1992
Communication
Laguna Beach High School 1973 — 1976
Laguna Beach Academy of Art
Painting
Maria Del Carmen Calvo
Painting
Michael Jacques
Painting
Roger Armstrong
Painting
Saddleback College
Graphic Design
Laura McCanney's Griffin Financial Group Experience May 2012 - August 2012
Job Client Relationship Specialist at The Vanguard Group
Industry Real Estate
Experience
Vanguard August 2015 - Present
University of Pittsburgh August 2011 - April 2015
American Eagle Outfitters June 2014 - August 2014
RE\Act Real Estate Coaching System, Approval Settlement Solutions July 2013 - August 2013
Griffin Financial Group May 2012 - August 2012
Stevens & Lee May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, Public Speaking
Education
University of Pittsburgh 2011 — 2015
Finance and Supply Chain Management
Vanguard August 2015 - Present
University of Pittsburgh August 2011 - April 2015
American Eagle Outfitters June 2014 - August 2014
RE\Act Real Estate Coaching System, Approval Settlement Solutions July 2013 - August 2013
Griffin Financial Group May 2012 - August 2012
Stevens & Lee May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, Public Speaking
Education
University of Pittsburgh 2011 — 2015
Finance and Supply Chain Management
Matthew Jozwiak Matthew Jozwiak's Griffin Financial Group Experience October 2009 - Present
Job Senior Vice President Financial Institutions Group at Griffin Financial Group
Industry Banking
Experience
Griffin Financial Group October 2009 - Present
Sovereign Bank February 1996 - September 2009
Dean Witter December 1992 - January 1995
Skills
Portfolio Management, Mergers & Acquisitions, Finance, Valuation, Capital Markets, Investments, Banking, Investment Banking, Financial Risk, Strategy, Forecasting, Securities, Business Strategy, Management, Strategic Planning, Auditing, Financial Accounting, Funding, ALM, Interest Rate Risk..., Series 7, Cash Management, Financial Analysis, Internal Controls, Credit Risk, Financial Services, Mergers
Education
Penn State University 1989 — 1992
B.S., Quantitative Business Analysis
Indiana University of Pennsylvania 1988 — 1989
Business
Griffin Financial Group October 2009 - Present
Sovereign Bank February 1996 - September 2009
Dean Witter December 1992 - January 1995
Skills
Portfolio Management, Mergers & Acquisitions, Finance, Valuation, Capital Markets, Investments, Banking, Investment Banking, Financial Risk, Strategy, Forecasting, Securities, Business Strategy, Management, Strategic Planning, Auditing, Financial Accounting, Funding, ALM, Interest Rate Risk..., Series 7, Cash Management, Financial Analysis, Internal Controls, Credit Risk, Financial Services, Mergers
Education
Penn State University 1989 — 1992
B.S., Quantitative Business Analysis
Indiana University of Pennsylvania 1988 — 1989
Business
John Poeta John Poeta's Griffin Financial Group Experience June 2001 - December 2003
Job Executive Advisor Corporate Development at SecureOne Corporation
Industry Investment Banking
Experience
SecureOne Corporation 2014 - Present
Bryant Park Capital September 2008 - Present
Clear Vision Capital September 2006 - September 2008
Drexel University's LeBow College of Business April 2007 - July 2007
Phoenix Capital Resources March 2004 - January 2007
Griffin Financial Group June 2001 - December 2003
Stevens & Lee 2000 - 2003
Mesirov Gelman April 1993 - March 2000
Skills
Private Equity, Venture Capital, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Restructuring, Start-ups, Corporate Development, Negotiation
Education
Temple University - James E. Beasley School of Law 1989 — 1991
LLM (Tax)
Rutgers University School of Law - Camden 1986 — 1989
JD
Gettysburg College 1982 — 1986
BS
American University 1985 — 1985
SecureOne Corporation 2014 - Present
Bryant Park Capital September 2008 - Present
Clear Vision Capital September 2006 - September 2008
Drexel University's LeBow College of Business April 2007 - July 2007
Phoenix Capital Resources March 2004 - January 2007
Griffin Financial Group June 2001 - December 2003
Stevens & Lee 2000 - 2003
Mesirov Gelman April 1993 - March 2000
Skills
Private Equity, Venture Capital, Entrepreneurship, Strategic Planning, Strategy, Strategic Partnerships, Restructuring, Start-ups, Corporate Development, Negotiation
Education
Temple University - James E. Beasley School of Law 1989 — 1991
LLM (Tax)
Rutgers University School of Law - Camden 1986 — 1989
JD
Gettysburg College 1982 — 1986
BS
American University 1985 — 1985
Alek Agentowicz Alek Agentowicz's Griffin Financial Group Experience June 2015 - Present
Job Investment Banking Analyst at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group June 2015 - Present
Morgan Stanley April 2014 - January 2015
Reading United A.C. November 2011 - August 2012
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Griffin Financial Group June 2015 - Present
Morgan Stanley April 2014 - January 2015
Reading United A.C. November 2011 - August 2012
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Marketing
Vithal Kuchibatla's Griffin Financial Group Experience May 2010 - August 2010
Job Senior Manager at EY
Industry Financial Services
Experience
Ernst & Young September 2015 - Present
Ernst & Young October 2012 - Present
Ernst & Young January 2011 - September 2012
Griffin Financial Group May 2010 - August 2010
Blackrock October 2007 - September 2008
Fortent (formerly Searchspace) July 2006 - October 2007
Infosys Technologies Limited June 2003 - July 2004
Skills
Financial Analysis, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Business Analysis, Analytics, Analysis, Change Management, Business Development, Management
Education
Lehigh University 2009 — 2010
MBA, Finance
Lehigh University 2005 — 2006
Masters Computer Science, Case based reasoning
National Institute of Technology Tiruchirappalli 1999 — 2003
B.E., Computer Science
St.John's
Ernst & Young September 2015 - Present
Ernst & Young October 2012 - Present
Ernst & Young January 2011 - September 2012
Griffin Financial Group May 2010 - August 2010
Blackrock October 2007 - September 2008
Fortent (formerly Searchspace) July 2006 - October 2007
Infosys Technologies Limited June 2003 - July 2004
Skills
Financial Analysis, Financial Modeling, Data Analysis, Risk Management, Corporate Finance, Business Analysis, Analytics, Analysis, Change Management, Business Development, Management
Education
Lehigh University 2009 — 2010
MBA, Finance
Lehigh University 2005 — 2006
Masters Computer Science, Case based reasoning
National Institute of Technology Tiruchirappalli 1999 — 2003
B.E., Computer Science
St.John's
Matthew Michel's Griffin Financial Group Experience July 2013 - Present
Job Vice President at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group July 2013 - Present
Affinity Gaming December 2011 - 2013
Merrill Lynch May 2006 - December 2011
Southwood Partners 2004 - 2006
Fundy Minerals Ltd. 2004 - 2006
Skills
Venture Capital, Private Equity, Investment Banking, Capital Markets, Valuation, Investments, Equities, Portfolio Management, Corporate Development, Securities, Finance, Investment Management, Start-ups, Alternative Investments, Entrepreneurship, Bloomberg, Private Placements, Hedge Funds, Due Diligence, Capital, Financial Modeling, Business Development, New Business Development, Strategy, Mergers & Acquisitions, Financial Services, Financial Advisory, IPO, Structured Finance, LBO
Education
La Salle University - School of Business Administration 2000 — 2004
BSBA, Finance, Marketing
LaSalle College High School 1996 — 2000
Griffin Financial Group July 2013 - Present
Affinity Gaming December 2011 - 2013
Merrill Lynch May 2006 - December 2011
Southwood Partners 2004 - 2006
Fundy Minerals Ltd. 2004 - 2006
Skills
Venture Capital, Private Equity, Investment Banking, Capital Markets, Valuation, Investments, Equities, Portfolio Management, Corporate Development, Securities, Finance, Investment Management, Start-ups, Alternative Investments, Entrepreneurship, Bloomberg, Private Placements, Hedge Funds, Due Diligence, Capital, Financial Modeling, Business Development, New Business Development, Strategy, Mergers & Acquisitions, Financial Services, Financial Advisory, IPO, Structured Finance, LBO
Education
La Salle University - School of Business Administration 2000 — 2004
BSBA, Finance, Marketing
LaSalle College High School 1996 — 2000
Carter Cheskey's Griffin Financial Group Experience April 1996 - February 2004
Job Principal at Timberline Capital Partners
Industry Venture Capital & Private Equity
Experience
Timberline Capital Partners March 2007 - Present
Reinsel Kuntz Lesher LLP March 2004 - May 2008
Griffin Financial Group April 1996 - February 2004
Skills
Mergers, Mergers & Acquisitions, Investments, Accounting, Portfolio Management, Financial Analysis, Financial Reporting
Education
Kutztown University of Pennsylvania 2001 — 2004
Masters, Business Administration
University of Nevada Las Vegas Lee Business School 1989 — 1993
BS, Accounting
Timberline Capital Partners March 2007 - Present
Reinsel Kuntz Lesher LLP March 2004 - May 2008
Griffin Financial Group April 1996 - February 2004
Skills
Mergers, Mergers & Acquisitions, Investments, Accounting, Portfolio Management, Financial Analysis, Financial Reporting
Education
Kutztown University of Pennsylvania 2001 — 2004
Masters, Business Administration
University of Nevada Las Vegas Lee Business School 1989 — 1993
BS, Accounting
Ellaminda Leader's Griffin Financial Group Experience March 2004 - April 2010
Job Hardworking professional
Industry Consumer Goods
Experience
Stevens & Lee March 2004 - April 2010
Griffin Financial Group March 2004 - April 2010
Education
Dickinson College 1999 — 2003
Stevens & Lee March 2004 - April 2010
Griffin Financial Group March 2004 - April 2010
Education
Dickinson College 1999 — 2003
Alexei Zykov's Griffin Financial Group Experience May 2010 - August 2010
Job Vice President, Consumer Group at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Stephens Inc. March 2015 - Present
Stephens Inc. July 2014 - March 2015
Jefferies & Company August 2011 - July 2014
Griffin Financial Group May 2010 - August 2010
New York Life August 2006 - June 2009
Skills
Financial Analysis, Mergers & Acquisitions, Due Diligence, Analysis, Acquisitions, LBO
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Management
Massachusetts Institute of Technology 2001 — 2006
Bachelor of Science, Management, Economics
Chris Walters's Griffin Financial Group Experience July 2012 - June 2013
Job Associate at Guggenheim Securities
Industry Investment Banking
Experience
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
KBW July 2013 - April 2015
Griffin Financial Group July 2012 - June 2013
PNC Capital Markets July 2010 - July 2012
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Equities, Finance, Series 7, Forecasting, Financial Institutions, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income, Bloomberg, Private Equity
Education
Franklin & Marshall College 2004 — 2008
Economics
Phillips Academy
Ward Kinne's Griffin Financial Group Experience May 1994 - May 1996
Job President, Heritage Advisors, LLC
Industry Financial Services
Experience
Heritage Advisors, LLC June 2004 - Present
Heartland Financial Group February 2002 - April 2004
Principal Financial Group June 1998 - January 2002
National Life Group January 1997 - June 1998
Albany Financial Group May 1996 - January 1997
Griffin Financial Group May 1994 - May 1996
Northwestern Mutual May 1990 - May 1994
Skills
Retirement Planning, Investments, Strategic Planning, Insurance, Small Business, Financial Advisory, Customer Service, Leadership, Business Planning, Fixed Annuities, New Business Development, Team Building, Financial Analysis, Marketing, Start-ups, Retirement, Finance
Education
State University of New York at Albany 1984 — 1985
Social Welfare
State University of New York, Jefferson 1982 — 1984
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Heritage Advisors, LLC June 2004 - Present
Heartland Financial Group February 2002 - April 2004
Principal Financial Group June 1998 - January 2002
National Life Group January 1997 - June 1998
Albany Financial Group May 1996 - January 1997
Griffin Financial Group May 1994 - May 1996
Northwestern Mutual May 1990 - May 1994
Skills
Retirement Planning, Investments, Strategic Planning, Insurance, Small Business, Financial Advisory, Customer Service, Leadership, Business Planning, Fixed Annuities, New Business Development, Team Building, Financial Analysis, Marketing, Start-ups, Retirement, Finance
Education
State University of New York at Albany 1984 — 1985
Social Welfare
State University of New York, Jefferson 1982 — 1984
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Jennifer Wegman's Griffin Financial Group Experience October 2013 - March 2015
Job CI/Research Professional & Coach at Insight Information Solutions, LLC
Industry Market Research
Experience
Insight Information Solutions, LLC September 2015 - Present
Griffin Financial Group October 2013 - March 2015
Stevens & Lee April 2010 - October 2013
Stevens & Lee January 2008 - April 2010
Surety Administrators, Inc. May 2004 - June 2007
Capital Bonding Corporation June 2000 - May 2004
Superior Court of Pennsylvania January 2000 - March 2000
Skills
Analysis, Leadership, Research, Legal Research, Due Diligence, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Nonprofits, PowerPoint, Risk Management, Marketing, Competitive Intelligence, Bloomberg, Westlaw, Legal Writing, Microsoft Word, Non-profits, Data Analysis, Capital IQ, Social Media, OSINT research, Writing, Firmex, Preqin, LP Source, PACER, Deep Web Research, VDR, Office Administration, Team Leadership, Cross-functional...
Education
Alvernia College 2010 — 2011
Masters, Business Administration
Central Pennsylvania College 2006 — 2007
Certificate, Intelligence Analysis
Central Pennsylvania College 2004 — 2006
Bachelor of Science, Criminal Justice
Central Pennsylvania College 1998 — 2000
Associate in Science, Paralegal
Insight Information Solutions, LLC September 2015 - Present
Griffin Financial Group October 2013 - March 2015
Stevens & Lee April 2010 - October 2013
Stevens & Lee January 2008 - April 2010
Surety Administrators, Inc. May 2004 - June 2007
Capital Bonding Corporation June 2000 - May 2004
Superior Court of Pennsylvania January 2000 - March 2000
Skills
Analysis, Leadership, Research, Legal Research, Due Diligence, Customer Service, Microsoft Excel, Microsoft Office, Market Research, Nonprofits, PowerPoint, Risk Management, Marketing, Competitive Intelligence, Bloomberg, Westlaw, Legal Writing, Microsoft Word, Non-profits, Data Analysis, Capital IQ, Social Media, OSINT research, Writing, Firmex, Preqin, LP Source, PACER, Deep Web Research, VDR, Office Administration, Team Leadership, Cross-functional...
Education
Alvernia College 2010 — 2011
Masters, Business Administration
Central Pennsylvania College 2006 — 2007
Certificate, Intelligence Analysis
Central Pennsylvania College 2004 — 2006
Bachelor of Science, Criminal Justice
Central Pennsylvania College 1998 — 2000
Associate in Science, Paralegal
Thomas Whalen's Griffin Financial Group Experience January 2012 - Present
Job Senior Managing Director/ Cohead Financial Restructuring Group at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group January 2012 - Present
Stevens & Lee, P.C. 2000 - Present
Skills
Mergers, Chapter 11, Bankruptcy, Restructuring, Private Placements, Debt Restructuring, Asset Based Lending, Divestitures, Loans, M, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Securities Regulation, Corporate Finance, Corporate Governance, Securities, Acquisitions, Corporate Law, IPO
Education
Temple University
Temple University - James E. Beasley School of Law
Wharton School, University of Pennsylvania
Post Graduate Degree, Accounting and Finance
Griffin Financial Group January 2012 - Present
Stevens & Lee, P.C. 2000 - Present
Skills
Mergers, Chapter 11, Bankruptcy, Restructuring, Private Placements, Debt Restructuring, Asset Based Lending, Divestitures, Loans, M, Mergers & Acquisitions, Due Diligence, Private Equity, Venture Capital, Securities Regulation, Corporate Finance, Corporate Governance, Securities, Acquisitions, Corporate Law, IPO
Education
Temple University
Temple University - James E. Beasley School of Law
Wharton School, University of Pennsylvania
Post Graduate Degree, Accounting and Finance
Brett Von Bergen's Griffin Financial Group Experience January 2013 - July 2014
Job MBA Candidate at University of Michigan Stephen M. Ross School of Business
Industry Financial Services
Experience
Ford Motor Company June 2015 - August 2015
Griffin Financial Group January 2013 - July 2014
Griffin Financial Group June 2010 - January 2013
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Financial Analysis, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Muhlenberg College 2006 — 2010
Bachelor’s Degree, Economics, Finance
Fleetwood Area High School
Ford Motor Company June 2015 - August 2015
Griffin Financial Group January 2013 - July 2014
Griffin Financial Group June 2010 - January 2013
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Financial Analysis, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Muhlenberg College 2006 — 2010
Bachelor’s Degree, Economics, Finance
Fleetwood Area High School
Christopher Fugaro's Griffin Financial Group Experience 2007 - 2010
Job Vice President at Guardian Capital Partners
Industry Venture Capital & Private Equity
Experience
Guardian Capital Partners 2010 - Present
Griffin Financial Group 2007 - 2010
Greenwich Associates 1999 - 2005
Education
Wake Forest University - Babcock Graduate School of Management 2005 — 2007
MBA, Finance
Gettysburg College 1995 — 1999
Bachelor of Arts Degree in Business Management
Guardian Capital Partners 2010 - Present
Griffin Financial Group 2007 - 2010
Greenwich Associates 1999 - 2005
Education
Wake Forest University - Babcock Graduate School of Management 2005 — 2007
MBA, Finance
Gettysburg College 1995 — 1999
Bachelor of Arts Degree in Business Management
Sherri Ingersoll's Griffin Financial Group Experience April 1993 - March 2001
Job Human Resources Analyst at Orange County Government
Industry Government Administration
Experience
Orange County Government, Hillsborough NC November 2006 - Present
Orange County Government, Hillsborough NC June 2004 - November 2006
CUNA Mutual 2002 - 2003
Self Employed 2001 - 2002
Griffin Financial Group April 1993 - March 2001
Arthur S. DeBerry & Associates/Northwestern Mutual Life Ins. Co. July 1991 - April 1993
Cowdery Corporate Services, Inc., March 1986 - June 1991
Village Cable, Inc. April 1983 - June 1985
Applied Business Systems/Security Collection Agency September 1982 - April 1983
Skills
Employee Relations, Policy, Human Resources, Community Outreach, Microsoft Office, Analysis, Employee Benefits, Government
Education
The University of North Dakota 1981 — 1981
Public Administration
Concordia College 1977 — 1980
Bachelor of Arts (B.A.), Business Administration, International Relations
Roosevelt High School, Minneapolis, MN 1974 — 1977
Diploma, General
Orange County Government, Hillsborough NC November 2006 - Present
Orange County Government, Hillsborough NC June 2004 - November 2006
CUNA Mutual 2002 - 2003
Self Employed 2001 - 2002
Griffin Financial Group April 1993 - March 2001
Arthur S. DeBerry & Associates/Northwestern Mutual Life Ins. Co. July 1991 - April 1993
Cowdery Corporate Services, Inc., March 1986 - June 1991
Village Cable, Inc. April 1983 - June 1985
Applied Business Systems/Security Collection Agency September 1982 - April 1983
Skills
Employee Relations, Policy, Human Resources, Community Outreach, Microsoft Office, Analysis, Employee Benefits, Government
Education
The University of North Dakota 1981 — 1981
Public Administration
Concordia College 1977 — 1980
Bachelor of Arts (B.A.), Business Administration, International Relations
Roosevelt High School, Minneapolis, MN 1974 — 1977
Diploma, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY