Harbert Management Corporation
Industry: Investment management company
DescriptionHarbert Management Corporation, based in Birmingham, Alabama, is a U.S. investment management company founded in 1993 by Raymond J. Harbert. The company has investment funds in eight alternative asset classes in three areas of concentration: real estate, private capital, and absolute return strategies. Headquarters: Birmingham, AL Founded: 1993 Number of employees: 200 Subsidiaries: Harbert Credit Solutions,
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Harbert Management Corporation Employees
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
Coca-Cola Bottling Company United, Inc. October 2014 - Present
Luckie & Company August 2014 - October 2014
Aptalis December 2011 - August 2014
Reliance Worldwide Corporation 2009 - 2011
Harbert Management Corporation 2001 - 2009
Southern Progress Corporation 1984 - 2001
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Forecasting, Analysis, Data Analysis, Access, Financial Analysis, Financial Modeling, Finance, Tax, Account Reconciliation, Accounting, Variance Analysis
Education
Samford University
Bachelor of Science (BS), Accounting
Hewitt-Trussville High School 1976 — 1978
TIAA-CREF October 2013 - Present
Northwestern Mutual August 2012 - October 2013
Harbert Management Corporation January 2008 - September 2011
Angelo, Gordon & Co. February 2003 - December 2007
Bear Stearns August 1999 - February 2003
Education
SUNY at Buffalo 1995 — 1999
BS Business Administration
Duff & Phelps June 2009 - Present
Harbert Management Corporation June 2008 - August 2008
Guggenheim Real Estate March 2008 - May 2008
Duff & Phelps July 2004 - July 2007
ABN AMRO 2002 - 2004
Skills
Mergers, Restructuring, Private Equity, Investment Banking, Debt, Strategy, Financial Analysis, Capital Raising, Mergers & Acquisitions, Private Placements, Portfolio Management, Financial Modeling, Corporate Law, Executive Management, Corporate Finance, Valuation, Financial Advisory, Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Purdue University 1997 — 2001
BS
Gilmour
Remote Contract Attorney August 2014 - Present
The Enterprising Guru 2012 - Present
Green Marble Chemicals 2011 - July 2014
Georgia Power Company June 2005 - August 2012
Jefferson County Commission July 2004 - January 2005
SuccessStory, LLC 2002 - 2005
The Ledbetter Law Firm, LLC 2002 - 2005
Emageon July 2000 - June 2002
Harbert Management Corporation 1999 - 2000
The May Department Stores Company December 1995 - December 1999
Skills
Environmental Awareness, Green, Social Networking, Consulting, Motivational Speaking, Sustainability, Contract Management, Writing, Negotiation, Entrepreneurship, Wordpress, Creativity, Public Speaking, Project Management, Creative Solutions, Business Development, Due Diligence, Leadership, Team Building, Problem Solving, Sourcing, Contract Negotiation, Start-ups, Blogging
Education
University of Alabama 2003 — 2005
Ph.D coursework in Clinical Psychology
Samford University, Cumberland School of Law 1992 — 1995
JD, Law
Auburn University 1988 — 1992
BS, Human Resources/Business Administration
Harbert Management Corporation April 2008 - Present
East Austin Hotel 2007 - Present
Bank United 1987 - 1997
Skills
Portfolio Management, Investments, Mergers & Acquisitions, Real Estate, Valuation, Real Estate Development, Private Equity, Asset Management, Due Diligence, Financial Analysis, Real Estate Economics, Management, Financial Modeling, Investment Properties, Financial Reporting, Asset Managment, Real Estate Transactions, Commercial Real Estate, Leases, Property Management, Contract Negotiation, Dispositions
Education
Tulane University Law School 1969 — 1972
JD, Real Estate Environmental Law
University of Arizona, Eller College of Management 1965 — 1969
BS, Real Estate
Fort Baker Capital LLC June 2014 - Present
Pine River Capital Management March 2013 - November 2014
Harbert Management Corporation 2006 - December 2012
Charter Management 2005 - 2006
Miller Asset Management 2003 - 2005
Investment Strategies Fund LP 2000 - 2003
Georgeson Shareholder 1996 - 2000
Skills
Hedge Funds, Equities, Fixed Income, Investments, Venture Capital, Bloomberg, Mergers & Acquisitions, Asset Management, Long/Short Equity, Financial Modeling, Global Macro, Capital Markets, Special Situations, Arbitrage
Education
University of Iowa 1991 — 1995
BA, Finance
BelieFit June 2013 - Present
AdvoCare 2012 - Present
Harbert Management Corporation April 2010 - March 2014
Skills
Fitness, Customer Service, Nutrition, Microsoft Excel, Sales, Coaching, Event Planning, Management, Leadership, Marketing, Social Media, Public Speaking, Team Building, Strategic Planning
Education
University of Alabama 2001 — 2005
Cullman High School 1998 — 2001
Harbert Management Corporation May 2015 - Present
Physicians Capital January 2012 - April 2015
Gen Cap America August 2009 - June 2011
Calvert Street Capital Partners April 2005 - August 2009
GE Capital October 2001 - April 2005
Heller Financial July 1998 - October 2001
Ernst & Young August 1995 - July 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Portfolio Management, Leveraged Finance, Mergers, Valuation, Financial Analysis, Corporate Finance, Buyside M&A, Buyouts, LBO, Loans, Business Development, Middle Market, Structuring, Debt, Mezzanine
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Concentrations in Finance, Entrepreneurship and Real Estate
University of Notre Dame 1991 — 1995
Bachelor of Business Administration, Accountancy
Cobbler Concierge December 2014 - Present
BooShoot, LLC August 2010 - September 2012
Harbert Management Corporation June 2007 - June 2009
Merrill Lynch July 2005 - December 2006
Skills
Private Equity, Investment Banking, Venture Capital, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis, Due Diligence, Corporate Finance, Strategic Planning, Investments, Start-ups, Entrepreneurship, Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Oxford 2004 — 2005
M.St., Modern History
Princeton University 2000 — 2004
AB, Woodrow Wilson School
Harbert Management Corporation August 2015 - Present
PwC January 2005 - August 2015
Education
University of Alabama at Birmingham 2000 — 2004
BS, MS, Accounting
RePublic Schools March 2015 - Present
Teach For America June 2013 - May 2015
Harbert Management Corporation May 2014 - July 2014
Auburn University February 2012 - March 2013
Samford & Denson, LLP August 2011 - February 2012
Camp Winnataska May 2010 - August 2011
Skills
Spanish, Leadership, Teaching, Valuation, Budgets, Data Analysis, Analysis, Student Affairs, Financial Analysis, Coaching, Equities, Public Speaking, Microsoft Excel, Real Estate, Vision
Education
Delta State University 2013 — 2016
Master's Degree, Secondary Education and Teaching
Auburn University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Decatur High School 2005 — 2009
International Baccalaureate Diploma Recipient
Lincoln Financial Group July 2013 - Present
Charter Oak Insurance and Financial Services June 2012 - August 2012
Harbert Management Corporation January 2012 - February 2012
The Barclays Center August 2011 - August 2011
Hudson Valley Renegades March 2011 - May 2011
Skills
Microsoft Word, Social Media, Nonprofits, Sales, Marketing
Education
Marist College 2009 — 2013
Business Administration and Management, Marketing
Marist College 2009 — 2013
B.S. Business Administration, Marketing
Eaton Vance August 2015 - Present
Genworth Financial October 2010 - August 2015
Metropolitan West Asset Management April 2006 - August 2009
Harbert Management Corporation April 2003 - November 2005
JP Morgan Chase 1996 - 2000
Skills
Hedge Funds, Fixed Income, Trading, Emerging Markets, Financial Modeling, Investments, Equity Derivatives, Mutual Funds, Bonds, Equities, Financial Analysis, Strategy, Asset Management
Education
Yale University - Yale School of Management 2000 — 2002
MBA, Finance
University of Southern California 1991 — 1995
BS, Physics
MedManagement April 2014 - Present
MedManagement LLC April 2014 - Present
Wilmer, Lee law firm September 2011 - Present
Wilmer and Lee, P.A. August 2012 - April 2014
Alliance 29:11 - US December 2010 - July 2011
Harbert Management Corporation January 1996 - April 2000
Bradley, Arant, Rose and White May 1989 - December 1995
Bradley, Arant, Rose and White May 1984 - May 1989
Skills
Corporate Law, General Business..., non-profit, Workers Compensation, Education Law, Appeals, Commercial Litigation, Mergers & Acquisitions, Business Litigation, Public Speaking, Civil Litigation, Management, Legal Research, Construction Law, Legal Writing
Education
University of Alabama 1981 — 1984
JD, Law
University of Alabama 1977 — 1981
BS, Corporate Finance
Harbert Management Corporation July 2006 - Present
IMS Management Services July 2004 - July 2006
South Western Communications, Detention Systems Group September 2003 - July 2004
Education
University of North Alabama 2008 — 2010
MBA
Birmingham-Southern College 1999 — 2003
BS, Business Administration, Art History minor
Avondale Partners June 2014 - July 2014
Harbert Management Corporation July 2013 - July 2013
McColl Partners January 2013 - January 2013
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science in Finance
Birmingham-Southern College 2010 — 2014
Bachelor's Degree
Nashville Capital Network July 2010 - Present
FrontStream Payments March 2008 - June 2010
Harbert Management Corporation June 2003 - January 2006
Education
Vanderbilt University - Owen Graduate School of Management 2006 — 2008
MBA, Finance, Entrepreneurship
Hampden-Sydney College 1999 — 2003
BA, Economics
HealthSouth October 2014 - Present
Birmingham Chinese Christian Church July 1996 - Present
Harbert Management Corporation February 2005 - September 2014
EY November 1994 - January 2005
Skills
Income Tax, Financial Accounting, Payroll Taxes, Tax, Corporate Tax, Financial Statements, Tax Returns, CPA
Education
University of Alabama at Birmingham
Master of Accounting
University of Alabama at Birmingham
Master of Business Administration (MBA)
Surgical Care Affiliates August 2014 - Present
Harbert Management Corporation September 2008 - July 2014
Ernst & Young July 2007 - September 2008
KPMG US July 2006 - July 2007
Skills
CPA
Education
University of Alabama 2005 — 2006
Master of Tax Accounting
University of Alabama 2001 — 2005
Bachelor of Science in Commerce and Business Administration, Accounting
Darlington School
Sterling Capital Management April 2015 - Present
ITAC Solutions April 2013 - March 2015
Harbert Management Corporation November 2007 - March 2013
HealthSouth August 2005 - November 2007
Skills
Accounting, Financial Reporting, Recruiting, Financial Accounting, Financial Analysis, General Ledger, Internal Controls, Finance, Auditing, Account Reconciliation, Budgets, Microsoft Excel, SEC filings, Accounts Payable, Risk Management, Investments, Headhunters, Headhunting, Business Development, Sales, Customer Relations
Education
Samford University 2005 — 2007
Master of Business Administration (M.B.A.)
Samford University 2005 — 2007
Masters, Accountancy
Samford University 2001 — 2005
Bachelor of Science (BS), Accounting
Brookline Capital June 2014 - Present
Harbert Management Corporation October 2010 - June 2014
Webster Capital March 2009 - December 2010
Edgeview Partners June 2007 - January 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Mergers, Due Diligence, Financial Analysis, LBO, Investments, Strategy, Mergers & Acquisitions, Finance, Portfolio Management, Alternative Investments
Education
Davidson College 2003 — 2007
Harbert Management Corporation January 2014 - Present
Harbert Management Corporation December 2009 - December 2013
Harbert Management Corporation May 2007 - December 2009
KPMG July 2005 - April 2007
Education
University of Tennessee-Knoxville - Graduate School of Business 2004 — 2005
Masters of Accountancy, Accounting
Haslam College of Business at the University of Tennessee 2000 — 2004
Harbert Management Corporation February 2012 - Present
Caddell Construction April 2009 - June 2011
O+D Builders, LLC August 2008 - March 2009
O&S Holdings May 2007 - June 2008
Education
University of Alabama 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Harbert Management Corporation August 2015 - Present
McGladrey LLP May 2015 - August 2015
Sellers Richardson Holman & West November 2012 - April 2015
Sellers Richardson Holman & West October 2010 - November 2012
Sellers Richardson Holman & West July 2008 - October 2010
SRHW January 2007 - March 2007
Greek Resource Services 2005 - 2006
Skills
CPA, International Tax, Tax Accounting, Tax Research, Income Tax, Partnership Taxation, S Corporations, Tax Preparation, CCH ProSystem fx, High Net Worth..., Microsoft Excel, Caseware, CCH Research, Personal Tax Planning, Business Tax Planning, Depreciation, Multi-state tax returns, Compliance, Estate Planning, International Tax..., International Business..., Business Strategy
Education
University of Alabama 2007 — 2008
Masters, Masters of Taxation
University of Alabama 2005 — 2007
BS, Accounting
Harbert Managment Corporation June 2015 - Present
Harbert Management Corporation March 2004 - June 2015
Deloitte September 2000 - March 2004
Education
University of Alabama 1999 — 2000
Master of Accounting
University of Alabama 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Ownership Advisors, Inc. April 2015 - Present
Integrated Wealth Management September 2014 - March 2015
Ameriprise Financial Services, Inc. March 2009 - August 2014
Harbert Management Corporation August 2006 - December 2007
Coca-Cola Enterprises January 2005 - July 2005
ESI - Extrusion Services, Inc. September 2003 - January 2005
US Army October 2000 - June 2003
Education
Kent State University at Stark 2012 — 2017
Bachelor of Arts (BA), Psychology, 3.5, Dean's List
Harbert Management Corporation March 2013 - Present
Sellers Richardson Holman & West September 2006 - March 2013
Skills
Accounting, Auditing, CPA, Financial Accounting, Financial Reporting, US GAAP, GAAP, Internal Controls
Education
Auburn University 2005 — 2006
Master of Accountancy
Auburn University 2001 — 2005
Bachelor of Science in Business Administration, Concentration: Accounting
Harbert Management Corporation September 2013 - Present
Corporate Realty June 2011 - August 2013
Bromberg's September 2010 - June 2011
Southern Progress Corporation October 2007 - November 2009
Southern Progress Corporation May 2004 - October 2007
Southern Progress Corporation May 2002 - May 2004
Skills
Marketing, Event Planning, Advertising, Email Marketing, Publishing, Marketing Communications, Integrated Marketing, Content Development, Magazines, Social Media Marketing, Direct Marketing, Editing
Education
Furman University 1997 — 2001
Elementary Education, Education/Sociology
Harbert Management Corporation October 2010 - Present
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Auburn University 2005 — 2009
Bachelor of Science, Business Administration, Supply Chain Management
Harbert Management Corporation April 2011 - Present
EARNEST Partners April 2010 - April 2011
ING Investment Management June 2008 - April 2010
ING Investment Management June 2007 - August 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Valuation, Equities, Investments, Private Equity, Portfolio Management, Bonds, Mutual Funds, Emerging Markets, Options, Banking, Alternative Investments
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Harbert Management Corporation June 2008 - Present
PwC January 2002 - June 2008
Skills
Financial Analysis, Accounting, Valuation, Due Diligence, Asset Managment, Investments, Portfolio Management, Financial Reporting, Financial Accounting, US GAAP
Education
Samford University 2001 — 2001
Master of Accountancy
Samford University 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Harbert Management Corporation May 2012 - Present
Adams Brothers Produce October 2011 - April 2012
International Paper August 2009 - August 2011
Skills
General Ledger, Financial Reporting, Account Reconciliation, Financial Accounting, GAAP, Fixed Assets
Education
University of Alabama 2008 — 2009
Master's degree, Accounting
Jacksonville State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Harbert Management Corporation September 2012 - Present
Grandbridge Real Estate Capital July 2008 - September 2012
Alabama Center for Real Estate January 2008 - May 2008
Graham and Company May 2007 - August 2007
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Investments, Real Estate Economics, Portfolio Management, Leases, Real Estate Transactions, Loans, Microsoft Office, Disposition, Appraisal Institute..., Argus Modeling, Private Equity, Passed CFA Level II Exam
Education
University of Alabama, Manderson Graduate School of Business 2006 — 2008
MBA, Finance/Real Estate
The University of Alabama 2002 — 2006
Bachelors of Science, Finance with a concentration in Real Estate and minor in Economics
Mountain Brook High School 1999 — 2002
Renasant Bank March 2013 - Present
Renasant Bank March 2010 - March 2013
Wheless Associates May 2004 - March 2009
Harbert Management Corporation June 2002 - May 2004
Harbert Management Corporation July 1998 - June 2002
First Real Estate Corporation December 1997 - July 1998
Compass Bank July 1993 - September 1997
Compass Bank September 1990 - July 1993
Skills
Marketing Communications, Client experience, Public Relations, Business Development, Project Management, Sales Trainings, Relationship Management, Event Planning, Critical Thinking, Recruiting, Hiring, Public Speaking, Marketing, Management, Team Leadership
Education
University of Alabama
Bachelor of Science, Commerce and Business Administration, Marketing
Harbert Management Corporation July 2011 - Present
L. Paul Kassouf & Co., P. C. July 2005 - July 2011
Education
Birmingham-Southern College 2001 — 2005
Cook Museum of Natural Science November 2014 - Present
Decatur City Schools 2011 - 2014
Harbert Management Corporation 2006 - 2010
The Integral Group 2004 - 2006
Skills
Microsoft Certified..., System Administration, Windows Server, Active Directory, Microsoft Exchange, Microsoft Excel, Servers, Windows 7, Network Administration, Troubleshooting, VMware
Education
Alabama A&M University Graduate School 2011 — 2013
Master's Degree, Secondary Education and Teaching, 6-12, Business & Marketing Education
Birmingham-Southern College 1999 — 2003
Bachelor's Degree, Business Administration and Management, General
Decatur High School 1995 — 1999
Advanced Diploma
EverWest Real Estate Partners, LLC December 2014 - May 2015
Harbert Management Corporation 1998 - 2013
PwC 1996 - 1998
Skills
Due Diligence, Financial Modeling, Corporate Finance, Private Equity, Accounting, Financial Analysis, Financial Reporting, Valuation, Alternative Investments, Investments, US GAAP, CPA, Auditing, Financial Statements
Education
University of Alabama 1995 — 1996
Masters, Accounting
University of Alabama 1991 — 1995
Bachelor, Accounting
Chesapeake Partners April 2013 - January 2015
Harbert Management Corporation 2007 - December 2012
Jemmco Capital 2002 - 2004
Hamilton Partners Ltd. 2000 - 2002
Skills
CFA, Series 7, Series 63, Long/Short Equity, Event Driven, Relative Value, Statistical Arbitrage, Risk Arbitrage, Equities, Hedge Funds, Trading, Bloomberg, Options, Valuation
Education
Penn State University 1994 — 1999
BS, Finance and International Business
Alabama Power Company March 2013 - Present
Southern Power Company August 2011 - March 2013
Regions Bank July 2010 - August 2011
Harbert Management Corporation May 2009 - August 2009
Sterne Agee July 2006 - June 2008
Sterne Agee July 2005 - July 2006
Skills
Private Equity, Finance, Financial Analysis, Financial Modeling
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
Auburn University, College of Business 2001 — 2005
BSBA, Finance
Council Capital September 2014 - Present
Harbert Management Corporation September 2011 - September 2014
Morgan Keegan & Co. July 2008 - September 2011
Skills
Financial Modeling, Investment Banking, Private Equity, Debt & Equity Financing, SBA, Financial Analysis
Education
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
University of Georgia - Terry College of Business 2004 — 2008
Bachelor of Business Administration (BBA), Real Estate
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
Harbert Management Corporation June 2013 - Present
Southern Nuclear August 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Engineering, AutoCAD, Process Engineering, Matlab, Project Management, Research, PowerPoint
Education
Samford University 2011 — 2014
Masters, Business Administration
University of Alabama 2007 — 2011
BS, chemical engineering
Harbert Management Corporation February 2012 - Present
Harbert Management Corporation January 2008 - February 2012
Harbert Management Corporation June 2003 - December 2007
PwC January 2000 - June 2001
PwC August 1998 - December 1999
Education
University of Georgia - Terry College of Business 2001 — 2002
MBA, Finance, Real Estate
University of Alabama 1997 — 1998
Masters of Tax Accounting
University of Alabama 1993 — 1997
Bachelor of Science, Accounting
VHHS
Deloitte September 2015 - Present
RaiseRed April 2014 - April 2015
Harbert Management Corporation May 2014 - July 2014
Buffalo Jackson Trading Co August 2012 - April 2014
CenterFocus Climbing May 2013 - August 2013
Finish Line November 2012 - February 2013
Carlisle Racing, LLC April 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Sales, Research, Financial Analysis, Strategic Financial..., Account Management, Accounting, Access, Social Media, Advertising, Social Media Marketing, Fitness Training, Management, Retail, Teamwork, Leadership, Outlook, Social Networking, Data Analysis, Team Leadership, Critical Thinking, Strategic Planning, Fundraising, Team Building, Public Relations, Project Management, Public Speaking
Education
University of Louisville 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Junior
Surgical Care Affiliates August 2014 - Present
Surgical Care Affiliates April 2014 - August 2014
Surgical Care Affiliates April 2013 - April 2014
Surgical Care Affiliates June 2012 - April 2013
Harbert Management Corporation May 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Access, Research, Microsoft Office, Financial Reporting, Accounting
Education
University of Georgia - Terry College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
Harbert Management Corporation August 2015 - Present
Preqin May 2014 - August 2015
Hennion & Walsh May 2011 - May 2012
Education
Stevens Institute of Technology 2007 — 2011
Bachelor of Science, Business and Technology
Westfield High School
Harbert Management Corporation May 2001 - December 2011
Harbert Management Corporation May 2000 - April 2002
Wolverine Tube August 1998 - April 2000
Wolverine Tube August 1998 - August 1999
Intergraph February 1998 - July 1998
HealthSouth July 1997 - February 1998
Intergraph April 1996 - July 1997
Intergraph October 1990 - April 1996
Ernst & Young June 1984 - October 1990
Education
Drury University 1980 — 1984
Bachelor of Arts, Accounting/Business Administration
VT Enterprise LLC August 2001 - Present
pystreet.com May 2012 - Present
Citi May 2009 - June 2012
Merrill Lynch October 2006 - November 2008
Integrated Finance Limited December 2005 - August 2006
Harbert Management Corporation January 2005 - December 2005
Dresdner Kleinwort Wasserstein October 2000 - January 2005
ING Barings May 2000 - September 2000
American Management Systems October 1997 - February 2000
Polish - Japanese Institute of Information Technology October 1995 - September 1997
Skills
Python, REST, SQL, Pylons, Excel, Credit Derivatives, Quantitative, Databases, CDO, CMBS, Bloomberg, Linux, Subversion, Mercurial, SQLAlchemy, Java, Clojure, Trading Systems, Risk Management, Reference Data, XML, VMware, Amazon Web Services, Maven, Sybase, VBA, SQL Server, Corporates, Scrum, Database Design, Shell Scripting, Cloud Computing, TDD, MySQL, Market Data, Eclipse, Web Services, SOA, Software Development, Software Project..., Analytics, Agile, Unix, Data Mining, Software Engineering, Business Ethics, Microsoft Excel, Amazon Web Services..., Intelligence, Agile Methodologies
Education
Learning Tree 2003 — 2003
Certificate, Project Mangement for Software Development
AMS University 1999 — 1999
Certificate, Consulting Skills Europe, Business Writing
Polsko-Japońska Wyższa Szkoła Technik Komputerowych w Warszawie 1994 — 1997
Bachelor of Engineering, Computer Science
XXVII L.O. im. T. Czackiego 1989 — 1993
Matura, High School Diploma
Harbert Management Corporation June 2013 - Present
Atlanta Equity Investors August 2008 - May 2013
Liberty Lane Partners January 2007 - August 2008
RBC Capital Markets 2004 - 2007
Andersen Consulting / Accenture 1997 - 2000
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Financial Modeling, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Alternative Investments, Venture Capital, Corporate Finance, Strategy, Finance, Mergers, Business Strategy, Management, Financial Analysis
Education
Emory University - Goizueta Business School
MBA, Finance & Strategy
Fremd High School
Miami University
BA, Economics
Compose.io December 2011 - Present
GradesFirst June 2010 - January 2012
Harbert Management Corporation February 2006 - July 2010
Oxford City Schools May 2004 - February 2006
Skills
MongoDB, Ruby on Rails, Software Project..., Process Management, Customer Relations, Financial Analysis, Accounting, Product Development, Management, Customer Service, Project Management, Start-ups, Change Management, CRM, Process Improvement
Education
University of Alabama at Birmingham 2007 — 2009
MBA, Finance
University of Montevallo 2000 — 2004
BBA, Management
Argonaut Capital Mgmt March 2007 - Present
Self-employment March 2006 - March 2007
Harbert Management Corporation September 2003 - March 2006
Carlin Equities (later RBC Carlin) 2002 - September 2003
Worldco LLC February 2001 - 2002
Argonaut Capital Management June 1996 - January 2001
Goldman Sachs August 1993 - June 1996
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Alternative Investments, Bloomberg, Emerging Markets, Trading, Asset Management, Derivatives, Investments, Portfolio Management, Financial Modeling
Education
University of Pennsylvania 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Engineering, specialty in Materials Science
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science in Economics (B.S.E), Finance, General
Lazard Frères & Co. June 2014 - Present
Harbert Management Corporation June 2011 - June 2014
Crossroad Capital Partners October 2007 - June 2011
RPM May 2006 - November 2007
Jerry Cain Corporation, LLC February 2002 - April 2006
Education
D'Amore-McKim School of Business - Northeastern University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Roanoke College 1997 — 2002
B.S., International Relations
Investor/Advisor January 2011 - Present
OptiSolar December 2005 - June 2009
OPTI Canada 1995 - 2009
Ormat Process Technologies, Inc 1995 - 2006
National Power Company 1991 - 1994
Harbert Management Corporation 1987 - 1991
Ormat 1986 - 1987
Skills
Energy, Solar Energy, Project Management, Photovoltaics, Business Planning, Construction, Project Finance, Manufacturing, Cleantech, Start-ups, Renewable Energy, Finance, Alternative Energy, Mergers & Acquisitions, Strategy, Business Strategy, Corporate Development, Energy Policy, Strategic Planning, Energy Efficiency
Education
University of Pennsylvania 1983 — 1984
Master's degree, Energy Management and Policy
University of California, Berkeley 1978 — 1980
Bachelor of Arts (B.A.), Economics
Harbert Management Corporation August 2008 - Present
Deutsche Bank August 1996 - August 2008
Skills
Financial Analysis, Investment Banking, Valuation, Due Diligence, Asset Management, Financial Modeling, Investments, Private Equity, Capital Markets, Real Estate Economics, Portfolio Management, Equities
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania 1992 — 1996
BA, Political Science
Wharton School, University of Pennsylvania 1992 — 1996
BS, Finance
Mt Carmel HS
Elmington Capital Group February 2011 - Present
Fifth Third Bank September 2009 - February 2011
Vanderbilt University August 2007 - June 2009
Harbert Management Corporation September 2005 - June 2007
Regions Bank June 2002 - August 2005
Skills
Investments
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
University of Mississippi 1998 — 2002
Bachelor of Business Administration, Finance
Welton Investment Partners Managing Director - Head of Distribution for Barclays Funds & Advisory-AmericasBarclaysSeptember 2010 - March 2014
Harbert Management Corporation June 2007 - September 2010
Merrill Lynch Investment Managers 2002 - December 2006
Husic Capital Management September 1999 - January 2002
Cowen & Company 1997 - 1999
Lazard Asset Management 1992 - 1997
Skills
Asset Management, Hedge Funds, Alternative Investments, Client Service, Asset Allocation, Private Equity, Series 7, Institutional, Mutual Funds, Venture Capital, New Business Development, Asset Managment, Equities, Financial Services, Investments, Institutional..., Investment Management, Fixed Income, Bloomberg, Investment Strategies, Pensions, Pension Funds, Fund Of Funds, Securities, Emerging Markets, Funding, Bonds, Financial Advisory, Capital Markets, Structured Products, Investment Advisory, Portfolio Management, Options, ETFs, Derivatives, Investor Relations
Education
Indiana University Bloomington 1976 — 1980
BS
Thiel Capital June 2014 - September 2015
Wells Fargo Securities January 2014 - May 2014
Wells Fargo 2009 - January 2014
Goldman Sachs June 2008 - August 2008
Harbert Management Corporation June 2007 - August 2007
Trust Company of the West June 2006 - August 2006
Skills
Equities, Trading, Structured Products, Derivatives, Equity Derivatives
Education
Northwestern University 2005 — 2009
Math, Economics
Pushmataha Plantation October 1998 - Present
E. Mark Ezell, P.C. October 1994 - Present
Tuscaloosa Steel Corporation January 1992 - August 1994
Harbert Management Corporation April 1989 - December 1991
Colonial Bank ( after merger, BB&T ) September 1988 - April 1989
PricewaterhouseCoopers April 1984 - September 1988
Coopers & Lybrand April 1984 - September 1988
Skills
GAAP, Auditing, Banking, Cash Management, Tax, Tax Research, Accounting, Sarbanes-Oxley Act, Due Diligence, Assurance, SEC filings, Mergers, Financial Analysis, Cost Accounting, CPA, Cash Flow, Financial Reporting, Internal Audit
Education
University of Alabama at Birmingham 1979 — 1984
B.S., Accounting
Vestavia Hills High School 1975 — 1979
Trestle Capital Partners LLC 2003 - Present
Morgan Keegan & Co. 2001 - 2003
Harbert Management Corporation 1997 - 2000
Morgan Keegan & Co. 1994 - 1997
FMI 1988 - 1992
Skills
Management Consulting, Portfolio Management, Business Development, Business Planning, Contract Negotiation, Mergers, Finance, Strategic Planning, Strategy, Mergers & Acquisitions, Investment Banking, Marketing Strategy, Business Strategy, Private Equity, Equities, Corporate Finance, Investments
Education
Darden Graduate School of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Chapel Hill 1983 — 1987
Bachelor of Arts (B.A.), Economics
Reinsurance Group of America April 2013 - Present
Ameriprise Financial September 2007 - April 2013
GMAC RFC 2006 - 2007
Harbert Management Corporation August 2004 - December 2005
Royal & SunAlliance May 1991 - August 2004
Royal Maccabees Life 1991 - 1993
Skills
Strong communication..., Strong team building..., Strong knowledge of SOX..., ALM, Capital Markets, Asset Managment, Financial Risk, Market Risk, Fixed Income, Valuation, Financial Analysis, Enterprise Risk..., Hedging, Hedge Funds, Derivatives, Equities, Investments, Credit Risk, Trading, MBS, Risk Management, Financial Services, Asset Management, Life Insurance, Portfolio Management, Variable Annuities
Education
University of Michigan 1983 — 1991
MBA 91, BA 87, MBA, Applied Math
Harpeth Fund Advisors February 2014 - Present
Harbert Management Corporation January 2011 - December 2013
Knight Capital Partners January 2007 - January 2011
UBS Investment Bank January 2003 - January 2006
Citigroup Investment Bank January 2001 - January 2003
CNET Networks 1997 - 2000
Discovery Channel January 1994 - January 1997
Skills
Institutional Investors, Venture Capital, Asset Management, Portfolio Management, Investments, Restructuring, Hedge Funds, Mergers, Business Development, Emerging Markets, Alternative Investments, Institutional..., Hedging, Finance, Investment Banking, Capital Markets, Equities, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Asset Managment
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, International Business
University of Massachusetts, Amherst 1982 — 1986
BS, History
Harbert Management Corporation February 2011 - Present
AAA Cooper Transportation August 2005 - October 2010
Harsco Corporation 2003 - 2005
Harsco Corporation 1996 - 2002
Skills
Business Process..., Project Management, CRM, IT Management, Strategic Planning, Leadership, Business Analysis, Security, Business Intelligence, Disaster Recovery, IT Strategy, Vendor Management, Cloud Computing, Business Continuity, Salesforce.com, Team Leadership, Troubleshooting, Program Management, Business Process, Process Improvement, Integration, ERP, Data Center, Change Management, Infrastructure..., Budgets
Education
Jacksonville State University 1981 — 1983
BS, Computer Science
University of Alabama 1977 — 1981
BS, Health Care Management
Deutsche Bank May 2010 - Present
Harbert Management Corporation July 2008 - November 2009
Bear Stearns June 2006 - June 2008
Education
Boston University Questrom School of Business 2002 — 2006
Harbert Management Corporation December 2011 - Present
Education
Auburn University 1996 — 2001
Swell Fundraising June 2012 - Present
Tanner Battle & Co., Inc. May 2003 - December 2012
Healthsouth Corporation 2002 - 2004
Harbert Management Corporation 1997 - 2002
AmSouth Bank 1996 - 1997
Skills
Due Diligence, Financial Analysis, Asset Managment, Financial Modeling, Real Estate, Public Speaking, Web Analytics, Internet Entrepreneur, Valuation, Investments, Nonprofits, Real Estate Development, Venture Capital, Fundraising, Asset Management, Business Valuation, Real Estate Economics, Management Consulting, Entrepreneurship, Joint Ventures, Finance, Economic Development, Commercial Real Estate, Public Relations, Portfolio Management
Education
Birmingham-Southern College 1992 — 1996
B.A., Political Science
ARI Logistics LLC September 2015 - Present
Vulcan Materials Company December 2009 - September 2015
Harbert Management Corporation September 2007 - December 2009
Deloitte & Touche September 2004 - September 2007
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, SEC filings, General Ledger, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, External Audit, Team Leadership, Supervisory Experience, Manufacturing, Hedge Funds, Auditing, Accounts Payable, Forecasting, Process Improvement, Analysis, Financial Statements, SEC Filings
Education
University of Alabama at Birmingham 2000 — 2004
Bachelor of Science (B.S.), Accounting
Midsouth Paving, Inc., an Oldcastle Company April 2012 - Present
Harbert Realty Services September 2009 - April 2012
Harbert Realty Services April 2009 - September 2009
Harbert Management Corporation September 2008 - March 2009
PricewaterhouseCoopers January 2006 - September 2008
Skills
Financial Reporting, Internal Controls, US GAAP, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, Auditing, Financial Analysis, CPA, General Ledger, Budgets, Cost Accounting, Financial Statements, Financial Audits, Sarbanes-Oxley, Cash Flow, External Audit
Education
University of Alabama 2004 — 2005
Masters of Accountancy, Accounting
University of Alabama 1999 — 2004
BSBA, Accounting
Harbert Management Corporation June 2012 - Present
Sterne Agee January 2010 - May 2010
Sterne Agee August 2008 - January 2010
Montgomery Martin Contractors, LLC September 2005 - July 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship, Finance
University of Alabama 2007 — 2008
MS, Finance
University of Virginia 2001 — 2005
BS, Economics
Protective Life December 2013 - Present
Protective Life November 2010 - December 2013
Harbert Management Corporation February 2008 - October 2010
Skills
Bloomberg, Portfolio Management, Risk Management, Financial Analysis, Cash Management, Investments, Corporate Finance, Credit, Credit Analysis, Finance, Credit Risk, Financial Modeling, Valuation, Financial Risk, Banking
Education
University of Alabama at Birmingham 2010 — 2012
Master of Business Administration (MBA)
University of Alabama at Birmingham 2004 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services January 2014 - December 2014
Massey Knakal Realty Services January 2013 - December 2013
Massey Knakal Realty Services January 2012 - December 2012
Massey Knakal Realty Services January 2010 - December 2011
Harbert Management Corporation September 2009 - December 2009
Clayton Bank and Trust January 2009 - May 2009
J.P. Morgan June 2008 - August 2008
TIS Insurance Services, Inc. August 2007 - May 2008
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
BA, Finance
University of Tennessee-Knoxville 2004 — 2009
Memphis University School
University of Tennessee
Bachelor of Science and Business Administration, Finance
Tenth Street Capital September 2013 - Present
Harbert Management Corporation March 2006 - September 2013
Morgan Keegan & Company, Inc. June 2004 - March 2006
Morgan Keegan & Company, Inc. July 2001 - June 2004
Education
University of Kentucky 1997 — 2001
Bachelor of Business Administration (BBA), Finance, Economics
Mergermarket (Hong Kong) 2010 - 2012
Harbert Management Corporation 2007 - 2010
Education
Auburn University 2003 — 2007
B.S., Finance
Harbert Management Corporation April 2015 - Present
Harbert Management Corporation May 2005 - April 2015
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, Accounting, Management, Financial Accounting, Hedge Funds, Investments
Education
University of Alabama 1997 — 2002
BS and Masters, Accounting
Harbert Management Corporation February 2011 - Present
Synovus Mortgage Corp. January 2010 - January 2011
EGS Commercial Real Estate August 2009 - January 2010
Skills
Marketing, Social Media, Public Relations, Advertising, Event Planning, Marketing Communications, Social Media Marketing, Fundraising, Microsoft Office, Strategic Planning, Public Speaking, PowerPoint, Market Research, Research, Microsoft Excel, Customer Service, Project Management, Marketing Strategy, Email Marketing
Education
University of Alabama 2003 — 2007
BA of Communication, Public Relations
Harbert Management Corporation October 2013 - Present
Clarion Partners LLC March 2013 - October 2013
Clarion Partners LLC June 2011 - February 2013
ING Clarion March 2010 - May 2011
ING Clarion June 2008 - February 2010
Javelin Capital Partners May 2007 - April 2008
Skills
Financial Modeling, Valuation, Due Diligence, Real Estate, Asset Management, Commercial Real Estate..., Financial Analysis, Private Equity, Investments, Argus Modeling, Commercial Real Estate, Real Estate Development, Disposition, Real Estate Acquisitions, Real Estate Private..., Commercial Real Estate..., Microsoft Excel, Real Estate Economics, Finance
Education
Southern Methodist University 2004 — 2008
BBA, Finance
Saint Louis Priory School 1998 — 2004
Albrizzi Williams LLC January 1992 - Present
Millstein & Co. LLC December 2012 - December 2014
Albrizzi Williams LLC January 1992 - November 2012
Harbert Management Corporation January 1988 - December 1991
Goldman Sachs November 1981 - December 1988
Morgan Stanley September 1977 - November 1981
Corporate Property Investors September 1975 - September 1977
Education
Harvard Business School 1973 — 1975
MBA, Finance
Georgia Institute of Technology 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
McGladrey December 2014 - Present
Harbert Management Corporation January 2012 - September 2014
Warren, Averett, Kimbrough & Marino, LLC January 2008 - December 2011
Skills
State Taxation, Large Corporations, S Corporations, Tax, Accounting, Tax Accounting, Tax Compliance, Income Tax, US Tax, Tax Research, Fixed Assets
Education
University of Alabama at Birmingham 2006 — 2008
Bachelor of Science, Accounting
LaGrange College 2003 — 2006
Protective Life September 2006 - Present
Harbert Management Corporation 2003 - 2007
Harbert Management Corporation August 2003 - July 2006
Forum Financial Group May 1994 - June 1998
US Securities and Exchange Commission 1987 - 1994
Education
University of California, Davis - School of Law 1980 — 1983
J.D., Law
Grinnell College 1970 — 1974
B.A., Classical Languages
CRT Capital Group 2013 - Present
Exotix LLC 2010 - 2013
Harbert Management Corporation 2005 - 2009
Phoenix Investment Partners 1993 - 2004
Standard & Poor's 1989 - 1993
Honeywell 1984 - 1986
Skills
Global Macro Economic &..., Country Economic..., Emerging Markets, Hedge Funds, Credit Analysis, FX, Equity Analysis, Fixed Income Research, Global Macro, Financial Markets, Macroeconomics, Asset Management, Investments, Bonds, Valuation, Trading, Portfolio Management, Debt, Financial Research, Economics, Fixed Income Analysis, High Yield, Fixed Income, Private Equity, Capital Markets, Financial Risk, Equities, Currency, Equity Research, Bloomberg, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance & Economics
Isenberg School of Management, UMass Amherst 1978 — 1983
Bachelor's of Business Administration, Finance & Economics
McGriff, Seibels & Williams March 2015 - Present
Warren Averett Benefit Consultants, LLC February 2010 - March 2015
Harbert Management Corporation November 2007 - August 2009
Skills
Health Insurance, Life Insurance, Microsoft Office, Customer Service, Microsoft Excel, 401k, Employee Benefits, Retirement Planning, Cafeteria Plans, Marketing
Education
Auburn University 2002 — 2006
Marketing
The Corcoran Group March 2012 - Present
Bright Trading, LLC January 2010 - Present
Clearview Trading Advisor, Inc. June 2009 - January 2010
Bright Trading, LLC January 2007 - 2009
Harbert Management Corporation 2004 - 2005
TD Securities USA 1998 - 2000
Kellner DiLeo 1996 - 1997
Andco Securities Inc. 1989 - 1996
Arnhold and S. Bleichroeder 1984 - 1989
Skills
Investments, Arbitrage, Hedge Funds, Equities, Trading, Bloomberg, Securities, Portfolio Management, Alternative Investments, Asset Managment, Private Equity, Series 7, Investment Banking, Capital Markets, Financial Modeling, Due Diligence, Corporate Finance, Risk Management, Options, Mergers, Electronic Trading
Education
University of Miami - School of Business 1980 — 1981
MBA, FINANCE
Emory University 1973 — 1977
BA, CHEMISTRY AND PHYSICS
Harbert Management Corporation July 2014 - Present
SunTrust Robinson Humphrey June 2011 - June 2014
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets, LBO, Private Equity
Education
Emory University 2007 — 2011
BBA, Finance
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Credit Suisse Securities (USA) LLC February 2015 - Present
Asset Preservation Advisors August 2012 - January 2015
Perimeter Concourse Capital January 2010 - August 2012
Harbert Management Corporation April 2004 - April 2008
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Equities, Investment Strategies, Investment Banking, Investments
Education
Georgia Institute of Technology 1995 — 2000
Business Management
Yondr 2014 - Present
Pocket Change July 2013 - 2014
Harbert Management Corporation February 2012 - July 2013
Charleston Battery 2011 - 2012
Mjondalen IF 2010 - 2011
Arnerich Massena, Inc December 2009 - July 2010
Skills
Hedge Funds, Alternative Investments, Asset Management, Private Equity, Due Diligence, Equities, Investments, Capital Markets, Leadership, Sales, New Client Prospecting, Entrepreneurship, Business Development
Education
Duke University 2005 — 2009
Bachelor of Arts (BA), Political Science
Crow Holdings Capital Partners, L.L.C. April 2011 - Present
Harbert Management Corporation April 2006 - April 2011
Regions Financial Corporation November 2004 - March 2006
Skills
Asset Management, Hedge Funds, Securities
Education
University of Alabama 2001 — 2004
J.D.
Hardin-Simmons University 1994 — 1998
B.B.A., Business/Management
S3 Ventures January 2010 - Present
Harbert Management Corporation June 2006 - July 2009
Regions Bank June 2003 - June 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA
University of Mississippi 1998 — 2002
BS, Finance
Diagram Partners, LLC April 2010 - Present
RMSA Retail Solutions April 2010 - Present
Arcapita 2006 - 2009
Harbert Management Corporation October 2005 - September 2006
Southeastern Technology Fund June 2000 - June 2003
The Robinson-Humphrey Company 1998 - 2000
Skills
Venture Capital, Valuation, Private Equity, Corporate Development, LBO, Private Placements
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Georgetown University 1994 — 1998
BSBA, Finance and Government
Westminster Schools
Alliance Capital Strategies October 2011 - Present
Harbert Management Corporation 1995 - 2011
Taylor & Mathis 1993 - 1995
Harbert Realty Services 1987 - 1993
Education
Georgia Tech 1980 — 1983
Bachelor of Science (B.S.), Industrial Management
Carr Allison July 2012 - Present
Friedman, Leak, Dazzio, Zulanas & Bowling, PC October 2011 - July 2012
Beers, Anderson, Jackson, Patty & Fawal PC June 2010 - August 2010
Haskell Slaughter Young & Rediker, LLC May 2010 - June 2010
Patrick, Kwiatkowski, & Hesselink May 2009 - July 2009
Harbert Management Corporation May 2007 - August 2007
Harbert Management Corporation May 2006 - August 2006
VA Tech Elin June 2005 - July 2005
Education
Samford University, Cumberland School of Law 2008 — 2011
University of Alabama 2004 — 2008
Undergraduate, English, Political Science
Our Lady of the Valley
Harbert Management Corporation 1987 - Present
Blue Circle, Inc. 1986 - 1987
Ernst & Whinney 1981 - 1986
Skills
Financial Reporting, SEC filings, Accounting, Financial Analysis, CPA, Sarbanes-Oxley Act, US GAAP, Due Diligence, GAAP
Education
University of Alabama 1977 — 1981
BS, Accounting
Berkeley Point Capital LLC May 2013 - Present
Harbert Management Corporation July 2012 - May 2013
Harbert Management Corporation December 2010 - July 2012
Healthways November 2009 - December 2010
Morgan Keegan June 2007 - June 2009
Skills
Financial Modeling, Valuation, Equities, Corporate Development, DCF, Private Equity, Financial Analysis, Investments, Investment Banking, Real Estate, Portfolio Management, Due Diligence, Finance, Mergers & Acquisitions, Strategy, LBO, Loans, Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.S., Business Administration
Harbert Management Corporation March 2005 - Present
Protective Life June 2000 - March 2005
Education
University of Alabama at Birmingham 1996 — 1997
Masters of Accountancy, Accounting
University of Alabama at Birmingham 1992 — 1996
Bachelor of Science, Accounting, Accounting
Marvin's, Inc. October 2006 - Present
Harbert Management Corporation May 2000 - October 2006
Just For Feet June 1998 - May 2000
Skills
Forecasting, Business Planning, Team Building, Business Strategy, Project Planning, Banking Relationships, Project Management, Profit, Treasury Management, Treasury, Cash Flow Forecasting, Strategic Financial..., Income Statement, Financial Reporting
Education
University of Alabama 1991 — 1994
Bachelor's degree, Accounting
Baptist Health System, Inc. 2012 - Present
Tower Development, Inc. 2012 - 2012
Whitworth Real Estate LLC 2007 - 2012
Harbert Management Corporation 2004 - 2007
Till, Hester, Eyer & Brown PC 2002 - 2004
Skills
Tax, Accounting, Financial Analysis, Financial Reporting, Finance
Education
University of Alabama 2001 — 2002
Masters of Accountancy, Accounting
University of Alabama 1999 — 2001
Bachelor of Science, Accounting
Greystar June 2014 - Present
Harbert Management Corporation May 2013 - August 2013
Sterne Agee July 2008 - June 2012
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equities, Capital Markets, Investments, Portfolio Management, Hedge Funds, Equity Research, Fixed Income, Corporate Finance, Investment Banking, Asset Management, Due Diligence
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
UNC Chapel Hill 2004 — 2008
BA, English & Economics
Protective Life 2015 - Present
Sterne Agee 2010 - 2015
Harbert Management Corporation 2008 - 2009
Wachovia Capital Markets 2007 - 2008
Cadwalader, Wickersham & Taft LLP 2006 - 2007
Bradley Arant Boult Cummings LLP 2005 - 2006
Education
Duke University School of Law 2001 — 2004
Juris Doctor
Furman University 1997 — 2001
B.A., History
HSN January 2014 - Present
HSN September 2010 - December 2013
Harbert Management Corporation June 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Business Strategy, Management, Financial Modeling, Financial Analysis, Leadership, Due Diligence, Corporate Finance, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2010
Washington and Lee University 1999 — 2003
Harbert Management Corporation June 2010 - Present
Education
Duke Fuqua School of Business 2009 — 2010
Duke University 2005 — 2009
McWane, Inc. August 2014 - Present
Harbert Management Corporation February 2011 - August 2014
HealthSouth Corporation March 2006 - February 2011
Southern Progress Corporation August 2005 - March 2006
Skills
Financial Accounting, Corporate Finance, Human Resources, Treasury Management, Treasury Services, Human Resource..., Accounting, Cost Accounting, Accounts Payable, Microsoft Excel, Budgets, General Ledger, Financial Reporting
Education
University of Alabama at Birmingham 2000 — 2004
Bachelor of Science (B.S.), Accounting
Harbert Management Corporation May 2013 - August 2013
Nurun July 2012 - July 2012
Lexus Eco Challenge - Environmental Competition March 2012 - April 2012
Heifer International January 2010 - January 2012
Woodwind Quintet, The Westminster Schools January 2010 - January 2012
Skills
New business...
Education
Princeton University 2012 — 2016
Woodrow Wilson School of International Relations and Public Policy, Sophomore
The Westminster Schools 2005 — 2012
Vulcan Value Partners June 2014 - Present
McLeod Software February 2014 - June 2014
Harbert Management Corporation April 2011 - January 2014
Synovus Securities July 2009 - April 2011
Skills
Investments, Alternative Investments, Hedge Funds, Series 7, Asset Management, Portfolio Management, Equities, Financial Modeling, Bloomberg, Financial Analysis, Fixed Income, Mutual Funds, Valuation, Private Equity, Securities
Education
University of Alabama 2003 — 2004
Masters in Finance
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
Harbert Management Corporation Corporate Pilot$
Skills
Risk Management, Leadership, Process Improvement, Commercial Aviation, Flights, Financial Analysis, Microsoft Excel, Aviation, Financial Modeling, Piloting, Team Leadership, Aircraft, Strategic Planning, Flight Safety, Management
Education
Jacksonville State University 1969 — 1972
Business Administration and Management, General
Sylacauga High School 1966 — 1969
Business Administration and Management, General
Brookline Investments May 2015 - Present
Harbert Management Corporation February 2014 - May 2015
Harbert Management Corporation January 2011 - February 2014
Harbert Management Corporation July 2008 - January 2011
Harbert Management Corporation July 2005 - July 2008
Barfield, Murphy, Shank & Smith June 2004 - June 2005
Barfield, Murphy, Shank & Smith June 2001 - May 2004
Education
University of Alabama at Birmingham 2000 — 2001
Bachelor's degree, Accounting
University of Alabama 1997 — 1999
Rodan + Fields Dermatologists May 2014 - Present
John Zink Hamworthy Combustion 2008 - 2010
Harbert Management Corporation 2006 - 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Project Planning, Account Reconciliation, Analysis, Auditing, Budgets
Education
Florida Southern College 2000 — 2004
Bachelor of Science (BS), Accounting and Finance