Harbert Management Corporation

Industry: Investment management company

Description

Harbert 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

Employee
Years
Job
Industry
Andrew Summerlin Andrew Summerlin Birmingham, Alabama Details
Andrew Summerlin's Harbert Management Corporation Experience July 2013 - July 2013
Job Senior Analyst at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking  August 2015 - Present
One Eighty Capital   November 2014 - August 2015
One Eighty Capital   April 2014 - October 2014
Harbert Management Corporation   July 2013 - July 2013
Aliant Bank  February 2013 - July 2013

Skills
Research, Teamwork, Leadership, Community Outreach, Time Management, Analysis, Sports Marketing, Entrepreneurship, Sports Management, Athletics, Sports, Market Research, PowerPoint, Economics, Forecasting, Investments, Valuation, Strategic Planning, Private Equity, Venture Capital

Education
Samford University   2012 — 2013
Master of Business Administration (MBA), Concentrations in Finance and Entrepreneurship

The University of Memphis   2010 — 2011
Bachelor of Education (BEd), Sport and Fitness Administration/Management

Joy Skaggs Joy Skaggs Birmingham, Alabama Area Details
Joy Skaggs's Harbert Management Corporation Experience 2001 - 2009
Job Cost Accountant at CocaCola Bottling Company United, Inc.
Industry Marketing and Advertising
Experience
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

Gregory Ebeyer Gregory Ebeyer Greater New York City Area Details
Gregory Ebeyer's Harbert Management Corporation Experience January 2008 - September 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Nicholas Clemens Nicholas Clemens Greater Chicago Area Details
Nicholas Clemens's Harbert Management Corporation Experience June 2008 - August 2008
Job
Industry Investment Banking
Experience
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

Judy Sarden Judy Sarden Greater Atlanta Area Details
Judy Sarden's Harbert Management Corporation Experience 1999 - 2000
Job Contract Attorney, Writer and Business Advisor
Industry Legal Services
Experience
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

Jeffrey Seidman Jeffrey Seidman Birmingham, Alabama Area Details
Jeffrey Seidman's Harbert Management Corporation Experience April 2008 - Present
Job Managing Director & Vice President Harbert Management Company
Industry Real Estate
Experience
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

John Frank John Frank San Francisco, California Details
John Frank's Harbert Management Corporation Experience 2006 - December 2012
Job Fort Baker Capital LLC
Industry Investment Management
Experience
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

Andrea Stoker Andrea Stoker Birmingham, Alabama Area Details
Andrea Stoker's Harbert Management Corporation Experience April 2010 - March 2014
Job Owner at BelieFit
Industry Health, Wellness and Fitness
Experience
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

Christopher Hammond Christopher Hammond Nashville, Tennessee Details
Christopher Hammond's Harbert Management Corporation Experience May 2015 - Present
Job Director at Harbert Mezzanine Partners, LP
Industry Venture Capital & Private Equity
Experience
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

Pettus Randall Pettus Randall Greater New York City Area Details
Pettus Randall's Harbert Management Corporation Experience June 2007 - June 2009
Job CEO at Cobbler Concierge
Industry Consumer Services
Experience
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

Bobby Spiller Bobby Spiller Birmingham, Alabama Area Details
Bobby Spiller's Harbert Management Corporation Experience August 2015 - Present
Job Controller at Harbert Management Corporation
Industry Accounting
Experience
Harbert Management Corporation   August 2015 - Present
PwC  January 2005 - August 2015

Education
University of Alabama at Birmingham   2000 — 2004
BS, MS, Accounting

Richard Pettey Richard Pettey Jackson, Mississippi Details
Richard Pettey's Harbert Management Corporation Experience May 2014 - July 2014
Job Director of Operations at RePublic Schools
Industry Education Management
Experience
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

James Jacobsen James Jacobsen Greater Boston Area Details
James Jacobsen's Harbert Management Corporation Experience January 2012 - February 2012
Job Sales Representative at Lincoln Financial Group
Industry Marketing and Advertising
Experience
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

Ray Singh Ray Singh Boston, Massachusetts Details
Ray Singh's Harbert Management Corporation Experience April 2003 - November 2005
Job Vice President, Diversified Fixed Income at Eaton Vance
Industry Investment Management
Experience
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

Patricia Mandt Prather Patricia Mandt Prather Birmingham, Alabama Area Details
Patricia Mandt Prather's Harbert Management Corporation Experience January 1996 - April 2000
Job Director of Independent Review Services
Industry Law Practice
Experience
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

Britta C. Voss Britta C. Voss Birmingham, Alabama Area Details
Britta C. Voss's Harbert Management Corporation Experience July 2006 - Present
Job Group Administrator, Venture Capital at Harbert Management Corporation
Industry Venture Capital & Private Equity
Experience
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

Brooks Busby Brooks Busby Atlanta, Georgia Details
Brooks Busby's Harbert Management Corporation Experience July 2013 - July 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
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

Chase Perry Chase Perry Nashville, Tennessee Details
Chase Perry's Harbert Management Corporation Experience June 2003 - January 2006
Job Director at Nashville Capital Network
Industry Venture Capital & Private Equity
Experience
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

Shufen Hsu, CPA Shufen Hsu, CPA Birmingham, Alabama Details
Shufen Hsu, CPA's Harbert Management Corporation Experience February 2005 - September 2014
Job Associate DirectorTax Compliance, HealthSouth
Industry Hospital & Health Care
Experience
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)

Rhonda Wilson Hennessy Rhonda Wilson Hennessy Birmingham, Alabama Details
Rhonda Wilson Hennessy's Harbert Management Corporation Experience September 2008 - July 2014
Job Tax Manager at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
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

Julie Douglass Julie Douglass Birmingham, Alabama Area Details
Julie Douglass's Harbert Management Corporation Experience November 2007 - March 2013
Job Sterling Capital Management
Industry Investment Management
Experience
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

Elizabeth Stewart Elizabeth Stewart Birmingham, Alabama Area Details
Elizabeth Stewart's Harbert Management Corporation Experience October 2010 - June 2014
Job Vice President at Brookline Capital
Industry Venture Capital & Private Equity
Experience
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

Andrew Case Andrew Case Birmingham, Alabama Area Details
Andrew Case's Harbert Management Corporation Experience January 2014 - Present
Job Director of Asset Management HMC US Real Estate Funds
Industry Real Estate
Experience
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

Joey Azar Joey Azar Birmingham, Alabama Details
Joey Azar's Harbert Management Corporation Experience February 2012 - Present
Job Harbert Management
Industry Real Estate
Experience
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

Rich Brereton Rich Brereton Greater New York City Area Details
Rich Brereton's Harbert Management Corporation Experience 2011 - Present
Job Managing Director Marketing at Harbert Management Corporation
Industry Financial Services
Experience
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

Clay Stoker Clay Stoker Birmingham, Alabama Area Details
Clay Stoker's Harbert Management Corporation Experience August 2015 - Present
Job Tax Manager
Industry Investment Management
Experience
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

Tricia Felgner Tricia Felgner Birmingham, Alabama Details
Tricia Felgner's Harbert Management Corporation Experience March 2004 - June 2015
Job Investor Reporting Associate at Harbert Managment Corporation
Industry Financial Services
Experience
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

Jesse Kate LeVitre Jesse Kate LeVitre Cleveland/Akron, Ohio Area Details
Jesse Kate LeVitre's Harbert Management Corporation Experience August 2006 - December 2007
Job Director of Operations at Ownership Advisors, Inc.
Industry Investment Management
Experience
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

Cynthia D. Page, CPA Cynthia D. Page, CPA Birmingham, Alabama Area Details
Cynthia D. Page, CPA's Harbert Management Corporation Experience March 2013 - Present
Job Corporate Accountant at Harbert Management Corporation
Industry Accounting
Experience
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

Anna Bryant Anna Bryant Birmingham, Alabama Area Details
Anna Bryant's Harbert Management Corporation Experience September 2013 - Present
Job Communications Coordinator at Harbert Management Corporation
Industry Investment Management
Experience
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

Michelle Alfano Michelle Alfano Birmingham, Alabama Details
Michelle Alfano's Harbert Management Corporation Experience October 2010 - Present
Job Administrative Assistant at Harbert Management Corporation
Industry Investment Management
Experience
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

Jon Trinidad, CAIA Jon Trinidad, CAIA Atlanta, Georgia Details
Jon Trinidad, CAIA's Harbert Management Corporation Experience April 2011 - Present
Job Experienced Investment Management Professional
Industry Investment Management
Experience
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

Kathryn O'Neal Kathryn O'Neal Birmingham, Alabama Details
Kathryn O'Neal's Harbert Management Corporation Experience June 2008 - Present
Job Real Estate Funds Controller at Harbert Management Corporation
Industry Financial Services
Experience
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

Madison Patrick, CPA Madison Patrick, CPA Birmingham, Alabama Area Details
Madison Patrick, CPA's Harbert Management Corporation Experience May 2012 - Present
Job Senior Real Estate Fund Accountant at Harbert Management Corporation
Industry Accounting
Experience
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

Brandon Cohen Brandon Cohen Birmingham, Alabama Area Details
Brandon Cohen's Harbert Management Corporation Experience September 2012 - Present
Job Asset Manager at Harbert United States Real Estate Fund
Industry Real Estate
Experience
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

Vivian Terry Vivian Terry Birmingham, Alabama Area Details
Vivian Terry's Harbert Management Corporation Experience June 2002 - May 2004
Job Manager of Marketing and Communications at RENASANT BANK
Industry Marketing and Advertising
Experience
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

Laura Faulkner, CPA Laura Faulkner, CPA Birmingham, Alabama Area Details
Laura Faulkner, CPA's Harbert Management Corporation Experience July 2011 - Present
Job Tax Accountant at Harbert Management Corporation
Industry Accounting
Experience
Harbert Management Corporation   July 2011 - Present
L. Paul Kassouf & Co., P. C.   July 2005 - July 2011

Education
Birmingham-Southern College   2001 — 2005

Britta Voss Britta Voss Decatur, Alabama Details
Britta Voss's Harbert Management Corporation Experience 2006 - 2010
Job Campaign Administrator at Cook Museum of Natural Science
Industry Nonprofit Organization Management
Experience
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

Darlene Hartmann, CPA Darlene Hartmann, CPA Greater Denver Area Details
Darlene Hartmann, CPA's Harbert Management Corporation Experience 1998 - 2013
Job Financial Services Professional
Industry Investment Management
Experience
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

Michael Reinking, CFA Michael Reinking, CFA Greater New York City Area Details
Michael Reinking, CFA's Harbert Management Corporation Experience 2007 - December 2012
Job Trader
Industry Financial Services
Experience
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

Alex McCrary Alex McCrary Birmingham, Alabama Area Details
Alex McCrary's Harbert Management Corporation Experience May 2009 - August 2009
Job Project Manager at Alabama Power Company
Industry Utilities
Experience
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

Tyler Augusty Tyler Augusty Nashville, Tennessee Details
Tyler Augusty's Harbert Management Corporation Experience September 2011 - September 2014
Job Director of Council & Enhanced Tennessee Fund at Council Capital
Industry Financial Services
Experience
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

Will Dow Will Dow Birmingham, Alabama Area Details
Will Dow's Harbert Management Corporation Experience July 2006 - July 2009
Job Senior Associate at Founders Investment Banking
Industry Investment Banking
Experience
Founders Investment Banking  June 2015 - Present
Mspark  October 2012 - June 2015
Piedmont Angel Network   May 2010 - August 2011
Venn Capital   May 2010 - August 2011
Harbert Management Corporation   July 2006 - July 2009

Skills
Financial Modeling, Financial Analysis

Education
Wake Forest University School of Business   2009 — 2011
MBA

Auburn University   2002 — 2006
Business, Finance

Natalie King Natalie King Birmingham, Alabama Details
Natalie King's Harbert Management Corporation Experience June 2013 - Present
Job Analyst at Harbert Management Corporation
Industry Investment Management
Experience
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

Todd Jordan Todd Jordan Birmingham, Alabama Area Details
Todd Jordan's Harbert Management Corporation Experience February 2012 - Present
Job Managing Director at Harbert Management Corporation
Industry Real Estate
Experience
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

Logan Carlisle Logan Carlisle Louisville, Kentucky Details
Logan Carlisle's Harbert Management Corporation Experience May 2014 - July 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
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

Forrest Sylvester Forrest Sylvester Chicago, Illinois Details
Forrest Sylvester's Harbert Management Corporation Experience May 2010 - August 2010
Job Senior Analyst, Development at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
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

Joseph M. Simone Joseph M. Simone Greater New York City Area Details
Joseph M. Simone's Harbert Management Corporation Experience August 2015 - Present
Job
Industry Investment Management
Experience
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

Susan Shalhoop Susan Shalhoop Birmingham, Alabama Details
Susan Shalhoop's Harbert Management Corporation Experience May 2001 - December 2011
Job CPA, Self Employed
Industry Accounting
Experience
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

Victor Olex Victor Olex Greater New York City Area Details
Victor Olex's Harbert Management Corporation Experience January 2005 - December 2005
Job Founder and President VT Enterprise
Industry Information Technology and Services
Experience
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

Steven McGrath Steven McGrath Greater Atlanta Area Details
Steven McGrath's Harbert Management Corporation Experience June 2013 - Present
Job Partner, Private Equity at Harbert Management Corporation
Industry Venture Capital & Private Equity
Experience
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

Christopher Winslett Christopher Winslett San Francisco Bay Area Details
Christopher Winslett's Harbert Management Corporation Experience February 2006 - July 2010
Job Compose.io
Industry Information Technology and Services
Experience
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

Asaf Gola Asaf Gola New York, New York Details
Asaf Gola's Harbert Management Corporation Experience September 2003 - March 2006
Job Macro Trader at Argonaut Capital Mgmt
Industry Investment Management
Experience
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

Jerry Cain Jerry Cain Greater New York City Area Details
Jerry Cain's Harbert Management Corporation Experience June 2011 - June 2014
Job Director at Lazard Frères & Co.
Industry Financial Services
Experience
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

Randy Goldstein Randy Goldstein San Francisco Bay Area Details
Randy Goldstein's Harbert Management Corporation Experience 1987 - 1991
Job Energy Entrepreneur
Industry Renewables & Environment
Experience
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

Jon-Paul Momsen Jon-Paul Momsen San Francisco Bay Area Details
Jon-Paul Momsen's Harbert Management Corporation Experience August 2008 - Present
Job Senior Managing Director at Harbert Management Corporation
Industry Financial Services
Experience
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

Ryan Seibels Ryan Seibels Greater Nashville Area Details
Ryan Seibels's Harbert Management Corporation Experience September 2005 - June 2007
Job Vice President Acquisitions at Elmington Capital Group
Industry Real Estate
Experience
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

Neal J. Howe Neal J. Howe Greater New York City Area Details
Neal J. Howe's Harbert Management Corporation Experience June 2007 - September 2010
Job Director of Investor Solutions
Industry Investment Management
Experience
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

Ishan Malik Ishan Malik San Francisco, California Details
Ishan Malik's Harbert Management Corporation Experience June 2007 - August 2007
Job Portfolio Manager at Thiel Capital
Industry Financial Services
Experience
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

Nena Beth Morris Nena Beth Morris Butler, Alabama Details
Nena Beth Morris's Harbert Management Corporation Experience April 1989 - December 1991
Job Controller
Industry Law Practice
Experience
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

Charles Shook Charles Shook Raleigh-Durham, North Carolina Area Details
Charles Shook's Harbert Management Corporation Experience 1997 - 2000
Job Partner Trestle Capital Partners LLC
Industry Financial Services
Experience
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

Andy Jacobson , CFA Andy Jacobson , CFA Chesterfield, Missouri Details
Andy Jacobson , CFA's Harbert Management Corporation Experience August 2004 - December 2005
Job VP Annuity Hedging at Reinsurance Group of America
Industry Investment Management
Experience
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

Ken Freeman Ken Freeman San Francisco Bay Area Details
Ken Freeman's Harbert Management Corporation Experience January 2011 - December 2013
Job Managing Director at Harpeth Fund Advisors
Industry Financial Services
Experience
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

Jeff Liles Jeff Liles Birmingham, Alabama Area Details
Jeff Liles's Harbert Management Corporation Experience February 2011 - Present
Job Chief Information Officer at Harbert Management Corporation
Industry Investment Management
Experience
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

Ari Dach Ari Dach Greater New York City Area Details
Ari Dach's Harbert Management Corporation Experience July 2008 - November 2009
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
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

Jennifer Patten Jennifer Patten Birmingham, Alabama Area Details
Jennifer Patten's Harbert Management Corporation Experience December 2011 - Present
Job Director of Hedge Fund Accounting Harbert Management Corporation
Industry Investment Management
Experience
Harbert Management Corporation   December 2011 - Present

Education
Auburn University   1996 — 2001

Brooke Battle Brooke Battle Birmingham, Alabama Area Details
Brooke Battle's Harbert Management Corporation Experience 1997 - 2002
Job Founder, Swell Fundraising
Industry Information Technology and Services
Experience
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

Michelle Layfield Michelle Layfield Birmingham, Alabama Area Details
Michelle Layfield's Harbert Management Corporation Experience September 2007 - December 2009
Job Controller at ARI Logistics LLC
Industry Accounting
Experience
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

Jonathan Spear Jonathan Spear Birmingham, Alabama Area Details
Jonathan Spear's Harbert Management Corporation Experience September 2008 - March 2009
Job Financial Controller at Midsouth Paving, Inc.
Industry Building Materials
Experience
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

Will Brooke Will Brooke Birmingham, Alabama Area Details
Will Brooke's Harbert Management Corporation Experience June 2012 - Present
Job Southeast Venture Capital
Industry Venture Capital & Private Equity
Experience
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

Jeremiah Blackmon Jeremiah Blackmon Birmingham, Alabama Details
Jeremiah Blackmon's Harbert Management Corporation Experience February 2008 - October 2010
Job Credit Risk Manager at Protective Life
Industry Insurance
Experience
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

Winfield Clifford Winfield Clifford Brooklyn, New York Details
Winfield Clifford's Harbert Management Corporation Experience September 2009 - December 2009
Job Director of Sales at Cushman & Wakefield
Industry Real Estate
Experience
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

Andy Tatman Andy Tatman Greater Nashville Area Details
Andy Tatman's Harbert Management Corporation Experience March 2006 - September 2013
Job Tenth Street Capital
Industry Venture Capital & Private Equity
Experience
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

Rus Beasley Rus Beasley Birmingham, Alabama Details
Rus Beasley's Harbert Management Corporation Experience 2007 - 2010
Job Development at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Mergermarket (Hong Kong)   2010 - 2012
Harbert Management Corporation   2007 - 2010

Education
Auburn University   2003 — 2007
B.S., Finance

Kathleen Kopp Kathleen Kopp Birmingham, Alabama Area Details
Kathleen Kopp's Harbert Management Corporation Experience April 2015 - Present
Job Real Estate Accountant at Harbert Management Corporation
Industry Real Estate
Experience
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

Marijane Hudson Marijane Hudson Birmingham, Alabama Details
Marijane Hudson's Harbert Management Corporation Experience February 2011 - Present
Job Communications Coordinator at Harbert Management Corporation
Industry Public Relations and Communications
Experience
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

Tom Short Tom Short Dallas/Fort Worth Area Details
Tom Short's Harbert Management Corporation Experience October 2013 - Present
Job Senior Analyst at Harbert Management Corporation
Industry Real Estate
Experience
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

Hiram P Williams Jr Hiram P Williams Jr New York, New York Details
Hiram P Williams Jr's Harbert Management Corporation Experience January 1988 - December 1991
Job Real Estate Investment Banking
Industry Investment Banking
Experience
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

Brooke Nelson Brooke Nelson Birmingham, Alabama Area Details
Brooke Nelson's Harbert Management Corporation Experience January 2012 - September 2014
Job Lead Tax Senior Associate at McGladrey LLP
Industry Accounting
Experience
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

Max Berueffy Max Berueffy Birmingham, Alabama Area Details
Max Berueffy's Harbert Management Corporation Experience 2003 - 2007
Job Senior Associate Counsel at Protective Life
Industry Insurance
Experience
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

Peter Lannigan, CFA Peter Lannigan, CFA Greater New York City Area Details
Peter Lannigan, CFA's Harbert Management Corporation Experience 2005 - 2009
Job Managing Director, Head of Emerging Markets Strategy at CRT Capital Group
Industry Investment Management
Experience
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

Mallory Morgan Mallory Morgan Birmingham, Alabama Details
Mallory Morgan's Harbert Management Corporation Experience November 2007 - August 2009
Job Account Service Representative
Industry Insurance
Experience
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

Steven Dayan Steven Dayan East Hampton, New York Details
Steven Dayan's Harbert Management Corporation Experience 2004 - 2005
Job Licensed Real Estate Salesperson at The Corcoran Group
Industry Financial Services
Experience
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

Gregory Irons Gregory Irons Atlanta, Georgia Details
Gregory Irons's Harbert Management Corporation Experience July 2014 - Present
Job Associate Private Equity at Harbert Management Corporation
Industry Investment Banking
Experience
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

Carlton Forrester Carlton Forrester Greater Atlanta Area Details
Carlton Forrester's Harbert Management Corporation Experience April 2004 - April 2008
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
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

Graham Dugoni Graham Dugoni San Francisco, California Details
Graham Dugoni's Harbert Management Corporation Experience February 2012 - July 2013
Job Founder at Yondr
Industry Consumer Services
Experience
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

Conrad Morrison Conrad Morrison Dallas/Fort Worth Area Details
Conrad Morrison's Harbert Management Corporation Experience April 2006 - April 2011
Job Dallas, TX
Industry Financial Services
Experience
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

Charlie Plauche Charlie Plauche Austin, Texas Area Details
Charlie Plauche's Harbert Management Corporation Experience June 2006 - July 2009
Job Vice President at S3 Ventures
Industry Venture Capital & Private Equity
Experience
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

Rocky Cho Rocky Cho Greater Atlanta Area Details
Rocky Cho's Harbert Management Corporation Experience October 2005 - September 2006
Job Principal at RMSA Retail Solutions
Industry Venture Capital & Private Equity
Experience
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

Alan C. Fuller Alan C. Fuller Birmingham, Alabama Details
Alan C. Fuller's Harbert Management Corporation Experience 1995 - 2011
Job President & Chief Executive Officer
Industry Real Estate
Experience
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

Pamela Springrose Pamela Springrose Birmingham, Alabama Area Details
Pamela Springrose's Harbert Management Corporation Experience May 2007 - August 2007
Job Associate Attorney at Carr Allison
Industry Law Practice
Experience
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

Ken Kilgroe Ken Kilgroe Birmingham, Alabama Area Details
Ken Kilgroe's Harbert Management Corporation Experience 1987 - Present
Job Senior Vice President/Controller Harbert Power LLC at Harbert Management Corporation
Industry Real Estate
Experience
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

Jack Richmond Jack Richmond Greater Nashville Area Details
Jack Richmond's Harbert Management Corporation Experience July 2012 - May 2013
Job Associate at Berkeley Point Capital LLC
Industry Financial Services
Experience
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

Chris Hartin, CFA, CPA Chris Hartin, CFA, CPA Birmingham, Alabama Area Details
Chris Hartin, CFA, CPA's Harbert Management Corporation Experience March 2005 - Present
Job Director, Private Market Valuation and Analysis at Harbert Management Corporation
Industry Financial Services
Experience
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

Greg Shultz Greg Shultz Birmingham, Alabama Area Details
Greg Shultz's Harbert Management Corporation Experience May 2000 - October 2006
Job Treasurer at Marvin's, Inc.
Industry Retail
Experience
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

Sam Catrett Sam Catrett Birmingham, Alabama Area Details
Sam Catrett's Harbert Management Corporation Experience 2004 - 2007
Job Manager of Financial Reporting & Tax
Industry Accounting
Experience
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

John Molster, Jr. John Molster, Jr. Charleston, South Carolina Details
John Molster, Jr.'s Harbert Management Corporation Experience May 2013 - August 2013
Job Investments Associate at Greystar
Industry Real Estate
Experience
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

Bradford Rodgers Bradford Rodgers Birmingham, Alabama Details
Bradford Rodgers's Harbert Management Corporation Experience 2008 - 2009
Job Senior Associate Counsel at Protective Life
Industry Financial Services
Experience
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

Anne Faber Anne Faber Tampa/St. Petersburg, Florida Area Details
Anne Faber's Harbert Management Corporation Experience June 2005 - June 2008
Job OVP, Corporate Strategy & M&A at HSN
Industry Retail
Experience
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

Hal Brigham Hal Brigham San Francisco, California Details
Hal Brigham's Harbert Management Corporation Experience June 2010 - Present
Job Associate at Harbert Management Corporation
Industry Real Estate
Experience
Harbert Management Corporation   June 2010 - Present

Education
Duke Fuqua School of Business   2009 — 2010

Duke University   2005 — 2009

Kelly McGurk Kelly McGurk Birmingham, Alabama Area Details
Kelly McGurk's Harbert Management Corporation Experience February 2011 - August 2014
Job Cash Management Accountant at McWane, Inc.
Industry Financial Services
Experience
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

Diana Turbayne Diana Turbayne Atlanta, Georgia Details
Diana Turbayne's Harbert Management Corporation Experience May 2013 - August 2013
Job International Relations and Public Policy at Princeton University
Industry Financial Services
Experience
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

Kelly Meadows Kelly Meadows Birmingham, Alabama Details
Kelly Meadows's Harbert Management Corporation Experience April 2011 - January 2014
Job Client Service & Business Development at Vulcan Value Partners
Industry Investment Management
Experience
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

Matthew Massman Matthew Massman Nashville, Tennessee Details
Matthew Massman's Harbert Management Corporation Experience March 2013 - April 2014
Job Student at Vanderbilt University
Industry
Experience
Founders Investment Banking  June 2014 - August 2014
Brentwood Capital Advisors   April 2014 - May 2014
Harbert Management Corporation   March 2013 - April 2014

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Research, Economics, Accounting, Microsoft Office

Education
Vanderbilt University   2011 — 2015
Bachelor of Arts (BA), Economics

The London School of Economics and Political Science (LSE)   2013 — 2013
Management

Ben Norwood Ben Norwood Birmingham, Alabama Details
Ben Norwood's Harbert Management Corporation Experience Corporate Pilot$
Job Pilot at Harbert Management Corporation
Industry Aviation & Aerospace
Experience
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

Sarah Beth Cain Sarah Beth Cain Birmingham, Alabama Details
Sarah Beth Cain's Harbert Management Corporation Experience February 2014 - May 2015
Job CFO at Brookline Investments
Industry Financial Services
Experience
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

Kathy Randall Kathy Randall Tulsa, Oklahoma Details
Kathy Randall's Harbert Management Corporation Experience 2006 - 2008
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
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

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