HDH Advisors, LLC
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HDH Advisors, LLC Employees
Employee
Years
Job
Industry
David Yim David Yim's HDH Advisors, LLC Experience July 2013 - July 2013
Job Audit Senior at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2013 - Present
HDH Advisors, LLC July 2013 - July 2013
GlassRatner Advisory & Capital Group August 2012 - June 2013
Novogradac & Company LLP January 2012 - March 2012
Kenny Lee & Associates, CPA January 2011 - June 2011
Skills
Microsoft Office, CCH ProSystem fx Tax, CCH ProSystem fx..., PC Accounting Software, Lacerte, Mac OS X, Microsoft Operating..., Tax, US GAAP, Auditing, GAAP, Partnership Taxation, Financial Statements, Financial Modeling, Due Diligence
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (BBA), Accounting
Grant Thornton LLP August 2013 - Present
HDH Advisors, LLC July 2013 - July 2013
GlassRatner Advisory & Capital Group August 2012 - June 2013
Novogradac & Company LLP January 2012 - March 2012
Kenny Lee & Associates, CPA January 2011 - June 2011
Skills
Microsoft Office, CCH ProSystem fx Tax, CCH ProSystem fx..., PC Accounting Software, Lacerte, Mac OS X, Microsoft Operating..., Tax, US GAAP, Auditing, GAAP, Partnership Taxation, Financial Statements, Financial Modeling, Due Diligence
Education
Kennesaw State University - Michael J. Coles College of Business
Bachelor of Business Administration (BBA), Accounting
Kerry Edwards Kerry Edwards's HDH Advisors, LLC Experience September 2013 - December 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - December 2013
ACG Professionals May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
OMED Educational Services at Georgia Tech May 2011 - May 2012
Skills
Matlab, Microsoft Office, Java, PowerPoint, SQL, Microsoft Excel, Microsoft Word, Argus Modeling, Bloomberg, Analysis, Finance, Project Management, Risk Management, Leadership, Valuation, Statistics, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Access, Data Analysis
Education
Georgia Institute of Technology 2011 — 2013
Certificate, Finance, 3.7/4.0
Georgia Institute of Technology 2009 — 2013
Bachelor of Applied Science (BASc), Industrial Engineering, Major: 3.2/4.0 Cumulative: 3.1/4.0
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - December 2013
ACG Professionals May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
OMED Educational Services at Georgia Tech May 2011 - May 2012
Skills
Matlab, Microsoft Office, Java, PowerPoint, SQL, Microsoft Excel, Microsoft Word, Argus Modeling, Bloomberg, Analysis, Finance, Project Management, Risk Management, Leadership, Valuation, Statistics, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Access, Data Analysis
Education
Georgia Institute of Technology 2011 — 2013
Certificate, Finance, 3.7/4.0
Georgia Institute of Technology 2009 — 2013
Bachelor of Applied Science (BASc), Industrial Engineering, Major: 3.2/4.0 Cumulative: 3.1/4.0
Chad Hoekstra Chad Hoekstra's HDH Advisors, LLC Experience January 2007 - Present
Job Owner, HDH Advisors LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
HDH Advisors, LLC January 2007 - Present
RSM McGladrey 1997 - 2002
McGladrey & Pullen 1994 - 2002
Skills
Business Valuation, Financial Analysis, Mergers, Accounting, Valuation, Tax, Financial Reporting, Forensic Accounting, CPA, Financial Modeling, Mergers & Acquisitions, Due Diligence, Strategic Financial..., Private Equity, Auditing, Investments, Corporate Finance, Small Business, Finance, Restructuring, Financial Advisory, Venture Capital, Asset Management, Estate Planning, Corporate Governance, Executive Management
Education
Central College 1990 — 1994
BA Accounting
Meghan (Nungesser) Burke Meghan (Nungesser) Burke's HDH Advisors, LLC Experience March 2008 - Present
Job Manager at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC March 2008 - Present
Acuitas, Inc. June 2007 - February 2008
Applied Economics February 2006 - May 2007
Skills
Finance, Business Valuation, Valuation, Business Appraisals, Financial Analysis, Financial Reporting, Microsoft Excel, Accounting, Corporate Finance, Analysis, Estate Planning, Estate Tax Planning, Financial Modeling
Education
Auburn University 2002 — 2005
Bachelor of Science (BS), Finance, General
HDH Advisors, LLC March 2008 - Present
Acuitas, Inc. June 2007 - February 2008
Applied Economics February 2006 - May 2007
Skills
Finance, Business Valuation, Valuation, Business Appraisals, Financial Analysis, Financial Reporting, Microsoft Excel, Accounting, Corporate Finance, Analysis, Estate Planning, Estate Tax Planning, Financial Modeling
Education
Auburn University 2002 — 2005
Bachelor of Science (BS), Finance, General
Brian W. Crotty, ASA, CBA, CFE, CDFA, MBA Brian W. Crotty, ASA, CBA, CFE, CDFA, MBA's HDH Advisors, LLC Experience October 2011 - Present
Job Business Appraisal Litigation Support Financial Advisory Ownership Transition Marital Dissolution
Industry Accounting
Experience
HDH Advisors, LLC October 2011 - Present
Des Moines Area Community College 2013 - Present
Clifton Gunderson, LLP 2006 - October 2011
McGladrey 2003 - 2006
Skills
Business Valuation, Litigation Support, Forensic Accounting, Litigation Consulting, Tax, Intangible Assets, CPA, Certified Fraud Examiner, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Estate Tax Planning, Financial Analysis, Expert Witness, Valuation, Corporate Finance, Financial Statements, Mergers & Acquisitions, Due Diligence, US GAAP, Corporate Tax, Income Tax, SEC filings
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix-Des Moines Campus
Master of Business Administration (M.B.A.), Accounting
HDH Advisors, LLC October 2011 - Present
Des Moines Area Community College 2013 - Present
Clifton Gunderson, LLP 2006 - October 2011
McGladrey 2003 - 2006
Skills
Business Valuation, Litigation Support, Forensic Accounting, Litigation Consulting, Tax, Intangible Assets, CPA, Certified Fraud Examiner, GAAP, Accounting, Financial Reporting, Auditing, Internal Controls, Estate Tax Planning, Financial Analysis, Expert Witness, Valuation, Corporate Finance, Financial Statements, Mergers & Acquisitions, Due Diligence, US GAAP, Corporate Tax, Income Tax, SEC filings
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance
University of Phoenix-Des Moines Campus
Master of Business Administration (M.B.A.), Accounting
Debbie Jackson Debbie Jackson's HDH Advisors, LLC Experience June 2013 - Present
Job Managing Director at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC June 2013 - Present
GlassRatner Advisory & Capital Group 2010 - 2013
Lane Investment & Development, LLC 2003 - 2010
Skills
Due Diligence, Real Estate Financing, Disposition, Finance, Equities, Asset Management, Restructuring, Negotiation, Real Estate, Lease Administration, Real Estate Economics, Property Management, Budgets, Loans, Business Valuation, Accounting, Financial Analysis, Turn Around Management, Credit Analysis, Real Estate Development, Management, Investments, Apartments, Financial Reporting, Commercial Real Estate, Valuation, Investment Properties, Mergers & Acquisitions, Portfolio Management, Leases
Education
Georgia State University
BBA, Real Estate
HDH Advisors, LLC June 2013 - Present
GlassRatner Advisory & Capital Group 2010 - 2013
Lane Investment & Development, LLC 2003 - 2010
Skills
Due Diligence, Real Estate Financing, Disposition, Finance, Equities, Asset Management, Restructuring, Negotiation, Real Estate, Lease Administration, Real Estate Economics, Property Management, Budgets, Loans, Business Valuation, Accounting, Financial Analysis, Turn Around Management, Credit Analysis, Real Estate Development, Management, Investments, Apartments, Financial Reporting, Commercial Real Estate, Valuation, Investment Properties, Mergers & Acquisitions, Portfolio Management, Leases
Education
Georgia State University
BBA, Real Estate
Vanessa Monteiro Vanessa Monteiro's HDH Advisors, LLC Experience February 2015 - Present
Job
Industry Financial Services
Experience
HDH Advisors, LLC February 2015 - Present
Education
Kennesaw State University 2010 — 2012
Bachelor of Science, Psychology
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), Master of Business Administration
HDH Advisors, LLC February 2015 - Present
Education
Kennesaw State University 2010 — 2012
Bachelor of Science, Psychology
Valdosta State University 2014 — 2016
Master of Business Administration (M.B.A.), Master of Business Administration
Joey Padgett Joey Padgett's HDH Advisors, LLC Experience May 2013 - August 2013
Job Staff Consultant, Advisory Services at EY
Industry Management Consulting
Experience
EY July 2014 - Present
HDH Advisors, LLC May 2013 - August 2013
Citizens for Transportation Mobility June 2012 - August 2012
Sports Authority May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
B.S., Business Administration
The Lovett School 2006 — 2010
EY July 2014 - Present
HDH Advisors, LLC May 2013 - August 2013
Citizens for Transportation Mobility June 2012 - August 2012
Sports Authority May 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
B.S., Business Administration
The Lovett School 2006 — 2010
Abhi Gukal Abhi Gukal's HDH Advisors, LLC Experience September 2013 - April 2014
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - April 2014
Gallery Capital Management, LLC May 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Matlab, PowerPoint, Microsoft Office, AutoCAD, Financial Analysis, Data Analysis, Valuation, VBA, Bloomberg
Education
Georgia Institute of Technology 2008 — 2014
Bachelor of Science (B.S.), Economics
Georgia Tech 2008 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
SunTrust Robinson Humphrey June 2014 - Present
HDH Advisors, LLC September 2013 - April 2014
Gallery Capital Management, LLC May 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Matlab, PowerPoint, Microsoft Office, AutoCAD, Financial Analysis, Data Analysis, Valuation, VBA, Bloomberg
Education
Georgia Institute of Technology 2008 — 2014
Bachelor of Science (B.S.), Economics
Georgia Tech 2008 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Corley Thomas Corley Thomas's HDH Advisors, LLC Experience January 2012 - Present
Job Manager at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2012 - Present
HH Advisors LLC January 2011 - February 2012
HH Advisors, LLC June 2009 - December 2010
Audientis June 2009 - June 2010
HH Advisors, LLC May 2008 - January 2009
Skills
Financial Reporting, Mergers, Valuation, Financial Analysis, Business Valuation, Finance, Analysis, Economics, Project Management, Corporate Finance, Mergers & Acquisitions, Equities, Private Equity, Management Consulting, Management, Strategic Financial..., Financial Modeling, CRM, Due Diligence, Consulting
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA)
College of Charleston 2005 — 2009
Economics, Economics & Finance
HDH Advisors, LLC January 2012 - Present
HH Advisors LLC January 2011 - February 2012
HH Advisors, LLC June 2009 - December 2010
Audientis June 2009 - June 2010
HH Advisors, LLC May 2008 - January 2009
Skills
Financial Reporting, Mergers, Valuation, Financial Analysis, Business Valuation, Finance, Analysis, Economics, Project Management, Corporate Finance, Mergers & Acquisitions, Equities, Private Equity, Management Consulting, Management, Strategic Financial..., Financial Modeling, CRM, Due Diligence, Consulting
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA)
College of Charleston 2005 — 2009
Economics, Economics & Finance
Sabir Jooma Sabir Jooma's HDH Advisors, LLC Experience November 2010 - May 2014
Job Litigation Senior at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
HDH Advisors, LLC November 2010 - May 2014
The Executive Entrepreneur Society May 2010 - November 2010
Catalyst Wealth Management August 2009 - December 2009
Skills
Strategic Financial..., Financial Analysis, Finance, Equity Valuation, NPV, Financial Modeling, Start-ups, Valuation, Business Valuation, Corporate Finance, Entrepreneurship, Financial Reporting, Forecasting, Microsoft Excel, Accounting, Due Diligence, Analysis, Financial Planning, PowerPoint, Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
Bachelors, Finance
BDO USA, LLP December 2014 - Present
UHY LLP June 2014 - December 2014
HDH Advisors, LLC November 2010 - May 2014
The Executive Entrepreneur Society May 2010 - November 2010
Catalyst Wealth Management August 2009 - December 2009
Skills
Strategic Financial..., Financial Analysis, Finance, Equity Valuation, NPV, Financial Modeling, Start-ups, Valuation, Business Valuation, Corporate Finance, Entrepreneurship, Financial Reporting, Forecasting, Microsoft Excel, Accounting, Due Diligence, Analysis, Financial Planning, PowerPoint, Management
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
Bachelors, Finance
Greg Patterson, ASA Greg Patterson, ASA's HDH Advisors, LLC Experience September 2007 - Present
Job Experienced in business valuation of private equities and litigation support.
Industry Capital Markets
Experience
HDH Advisors, LLC September 2007 - Present
RSM McGladrey March 1999 - September 2007
EMC Insurance Companies March 1996 - March 1999
Skills
Mergers & Acquisitions, Financial Services, Business Valuation, Valuation, Corporate Finance
Education
Des Moines Area Community College
Political Science
Simpson College
Buisiness Management, Economics
HDH Advisors, LLC September 2007 - Present
RSM McGladrey March 1999 - September 2007
EMC Insurance Companies March 1996 - March 1999
Skills
Mergers & Acquisitions, Financial Services, Business Valuation, Valuation, Corporate Finance
Education
Des Moines Area Community College
Political Science
Simpson College
Buisiness Management, Economics
Ian Holloman's HDH Advisors, LLC Experience January 2013 - Present
Job Senior Analyst at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2013 - Present
HDH Advisors, LLC August 2012 - December 2012
IndustryPro May 2012 - August 2012
Skills
Microsoft Excel, Adobe Photoshop, Financial Modeling, Business Writing, Market Research, Presentations, Time Management, Capital IQ, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance, Equities, Analysis, Financial Analysis, Financial Reporting, Business Valuation
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
BBA, Finance
University of Alabama 2008 — 2010
HDH Advisors, LLC January 2013 - Present
HDH Advisors, LLC August 2012 - December 2012
IndustryPro May 2012 - August 2012
Skills
Microsoft Excel, Adobe Photoshop, Financial Modeling, Business Writing, Market Research, Presentations, Time Management, Capital IQ, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Finance, Equities, Analysis, Financial Analysis, Financial Reporting, Business Valuation
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2012
BBA, Finance
University of Alabama 2008 — 2010
Sergio Danilo Hurtado Vasquez's HDH Advisors, LLC Experience June 2015 - Present
Job Financial Analyst at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC June 2015 - Present
The Capital Corporation January 2015 - May 2015
College of Charleston Investment Society February 2014 - May 2015
Blue Granite Capital, LLC May 2014 - August 2014
Education
College of Charleston 2011 — 2015
Bachelor’s Degree, Finance and Economics, Cum Laude
HDH Advisors, LLC June 2015 - Present
The Capital Corporation January 2015 - May 2015
College of Charleston Investment Society February 2014 - May 2015
Blue Granite Capital, LLC May 2014 - August 2014
Education
College of Charleston 2011 — 2015
Bachelor’s Degree, Finance and Economics, Cum Laude
David Bailey David Bailey's HDH Advisors, LLC Experience February 2013 - May 2013
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Hammond Hanlon Camp LLC May 2013 - July 2013
HDH Advisors, LLC February 2013 - May 2013
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Science in Finance
University of Georgia - Terry College of Business 2008 — 2012
Bachelors, Banking and Finance
Jefferies LLC July 2014 - Present
Hammond Hanlon Camp LLC May 2013 - July 2013
HDH Advisors, LLC February 2013 - May 2013
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2014
Masters of Science in Finance
University of Georgia - Terry College of Business 2008 — 2012
Bachelors, Banking and Finance
Mason Stahl Mason Stahl's HDH Advisors, LLC Experience October 2012 - July 2013
Job Senior Manager, Business Development at PGA Tour Digital
Industry Financial Services
Experience
BACK9NETWORK, Inc. January 2015 - April 2015
BACK9NETWORK, Inc. June 2014 - January 2015
Back9Network, Inc. November 2013 - June 2014
HDH Advisors, LLC October 2012 - July 2013
Georgia Public Service Commission June 2011 - August 2012
Wells Fargo (f.k.a Wachovia Securities) June 2007 - August 2008
WACHOVIA SECURITIES June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Private Placements, Financial Modeling, Due Diligence, Corporate Transactional, Management, accounting principles, Corporate Finance, Document Drafting, Financial Analysis, Finance, Corporate Governance, Business Valuation, Business Appraisals, Business Development, Valuation, Corporate Development
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
Emory University 2003 — 2007
Bachelor of Business Administration (BBA), Corporate Finance
BACK9NETWORK, Inc. January 2015 - April 2015
BACK9NETWORK, Inc. June 2014 - January 2015
Back9Network, Inc. November 2013 - June 2014
HDH Advisors, LLC October 2012 - July 2013
Georgia Public Service Commission June 2011 - August 2012
Wells Fargo (f.k.a Wachovia Securities) June 2007 - August 2008
WACHOVIA SECURITIES June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Debt & Equity Financing, Private Placements, Financial Modeling, Due Diligence, Corporate Transactional, Management, accounting principles, Corporate Finance, Document Drafting, Financial Analysis, Finance, Corporate Governance, Business Valuation, Business Appraisals, Business Development, Valuation, Corporate Development
Education
University of Georgia School of Law 2009 — 2012
Juris Doctor (JD), Banking, Corporate, Finance, and Securities Law
Emory University 2003 — 2007
Bachelor of Business Administration (BBA), Corporate Finance
Ben Bradfield Ben Bradfield's HDH Advisors, LLC Experience January 2015 - May 2015
Job Student at Kennesaw State University Michael J. Coles College of Business
Industry Financial Services
Experience
HDH Advisors, LLC January 2015 - May 2015
McAlister's Deli (Corporation) February 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Microsoft Excel, Research, Social Media, English, Windows, Customer Service, Facebook, Time Management, Management, Data Entry, Data Analysis, Access
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
HDH Advisors, LLC January 2015 - May 2015
McAlister's Deli (Corporation) February 2013 - June 2013
Skills
PowerPoint, Microsoft Word, Teamwork, Microsoft Office, Microsoft Excel, Research, Social Media, English, Windows, Customer Service, Facebook, Time Management, Management, Data Entry, Data Analysis, Access
Education
Kennesaw State University - Michael J. Coles College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Richard Gaudet's HDH Advisors, LLC Experience July 2013 - Present
Job Managing Director at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC July 2013 - Present
GlassRatner Advisory & Capital Group June 2004 - July 2013
Wachovia Bank June 1991 - June 2004
Skills
Due Diligence, Financial Analysis, Restructuring, Asset Management, Valuation, Financial Modeling, Mergers & Acquisitions, Real Estate Economics, Portfolio Management, Private Equity, Real Estate, Business Valuation, Loans, Investments, Corporate Finance, Credit Analysis, Asset Managment, Banking, Finance, Debt Restructuring, Management Consulting, Negotiation, Strategic Planning
Education
Louisiana State University 1978 — 1983
Commercial Banking
HDH Advisors, LLC July 2013 - Present
GlassRatner Advisory & Capital Group June 2004 - July 2013
Wachovia Bank June 1991 - June 2004
Skills
Due Diligence, Financial Analysis, Restructuring, Asset Management, Valuation, Financial Modeling, Mergers & Acquisitions, Real Estate Economics, Portfolio Management, Private Equity, Real Estate, Business Valuation, Loans, Investments, Corporate Finance, Credit Analysis, Asset Managment, Banking, Finance, Debt Restructuring, Management Consulting, Negotiation, Strategic Planning
Education
Louisiana State University 1978 — 1983
Commercial Banking
Jonathan Whitehead, ASA Jonathan Whitehead, ASA's HDH Advisors, LLC Experience August 2015 - Present
Job Director
Industry Financial Services
Experience
HDH Advisors LLC August 2015 - Present
HDH Advisors, LLC January 2013 - Present
KPMG October 2010 - December 2012
HH Advisors LLC June 2007 - October 2010
Skills
Business Valuation, Equity Valuation, Enterprise Valuation, Financial Analysis, Financial Modeling, Monte Carlo Simulation, Technology Valuation, Intellectual Property..., Purchase Price..., Financial Reporting, Fair Value, Fixed Income, Microsoft Office, Excel, Valuation
Education
College of Charleston 2003 — 2007
BSBA, Finance
HDH Advisors LLC August 2015 - Present
HDH Advisors, LLC January 2013 - Present
KPMG October 2010 - December 2012
HH Advisors LLC June 2007 - October 2010
Skills
Business Valuation, Equity Valuation, Enterprise Valuation, Financial Analysis, Financial Modeling, Monte Carlo Simulation, Technology Valuation, Intellectual Property..., Purchase Price..., Financial Reporting, Fair Value, Fixed Income, Microsoft Office, Excel, Valuation
Education
College of Charleston 2003 — 2007
BSBA, Finance
Gokalp Ozdemir Gokalp Ozdemir's HDH Advisors, LLC Experience August 2013 - November 2013
Job Analyst Leveraged Debt Capital Markets
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Simon Investment Fund August 2014 - June 2015
University of Rochester August 2014 - May 2015
TEB BNP Paribas 2014 - 2014
HDH Advisors, LLC August 2013 - November 2013
Oppenheimer & Co. June 2013 - August 2013
Student Managed Investment Fund LLC August 2012 - August 2013
Northwestern Mutual May 2012 - May 2013
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Financial Statements, Investment Banking, Licensed Life Insurance..., Insurance, Investments, Mergers & Acquisitions
Education
University of Rochester 2014 — 2015
Master of Finance, Banking, Corporate, Finance
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General; Accounting Minor, 3.90 GPA
Walton High School 2006 — 2009
Deutsche Bank June 2015 - Present
Simon Investment Fund August 2014 - June 2015
University of Rochester August 2014 - May 2015
TEB BNP Paribas 2014 - 2014
HDH Advisors, LLC August 2013 - November 2013
Oppenheimer & Co. June 2013 - August 2013
Student Managed Investment Fund LLC August 2012 - August 2013
Northwestern Mutual May 2012 - May 2013
Skills
Financial Reporting, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Financial Statements, Investment Banking, Licensed Life Insurance..., Insurance, Investments, Mergers & Acquisitions
Education
University of Rochester 2014 — 2015
Master of Finance, Banking, Corporate, Finance
Kennesaw State University - Michael J. Coles College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General; Accounting Minor, 3.90 GPA
Walton High School 2006 — 2009
Tom Venezia Tom Venezia's HDH Advisors, LLC Experience July 2013 - November 2013
Job Investment Management at EARNEST Partners
Industry Investment Management
Experience
EARNEST Partners February 2014 - Present
HDH Advisors, LLC July 2013 - November 2013
GenOn Energy January 2011 - June 2013
GenOn Energy (formely Mirant) January 2008 - January 2011
The Private Bank June 2007 - December 2007
Skills
Swaps, Commodity Markets, Energy, Analysis, Financial Modeling, Risk Management, Statistical Modeling, Valuation, Settlement, Greeks, Options, Hedging, Financial Risk, Market Risk, Forecasting, Trading, Portfolio Management, Investments, Commodity, Financial Analysis
Education
Emory University - Goizueta Business School 2011 — 2014
MBA, Finance & Capital Markets, Deans List
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor, Finance, Magna Cum Laude
CFA Candidate
EARNEST Partners February 2014 - Present
HDH Advisors, LLC July 2013 - November 2013
GenOn Energy January 2011 - June 2013
GenOn Energy (formely Mirant) January 2008 - January 2011
The Private Bank June 2007 - December 2007
Skills
Swaps, Commodity Markets, Energy, Analysis, Financial Modeling, Risk Management, Statistical Modeling, Valuation, Settlement, Greeks, Options, Hedging, Financial Risk, Market Risk, Forecasting, Trading, Portfolio Management, Investments, Commodity, Financial Analysis
Education
Emory University - Goizueta Business School 2011 — 2014
MBA, Finance & Capital Markets, Deans List
University of South Carolina - The Moore School of Business 2003 — 2007
Bachelor, Finance, Magna Cum Laude
CFA Candidate
Jana Brem's HDH Advisors, LLC Experience June 2012 - June 2015
Job Accounting Manager at Drake University
Industry Higher Education
Experience
Drake University June 2015 - Present
HDH Advisors, LLC June 2012 - June 2015
Assurant July 2011 - June 2012
Assurant August 2007 - July 2011
Hydro-Klean LLC December 2003 - August 2007
Mrs. Clark's Foods March 2003 - October 2003
Enclos Corp March 2001 - March 2003
Airbase Services, Inc. February 1998 - February 2001
Knowledge Alliance January 1997 - February 1998
Skills
Accounting System, Accounting, General Ledger, Accounts Payable, Budgets, Financial Reporting, Account Reconciliation, Payroll, Lawson HRIS, Employee Benefits, Fixed Assets, Mergers & Acquisitions, Accounts Receivable, Financial Analysis, Financial Statements
Education
Drake University 2007 — 2010
Masters, Accounting
St. Olaf College 1992 — 1996
Bachelor of Arts, Economics; Finance
Shattuck-St. Mary's School 1990 — 1992
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Drake University June 2015 - Present
HDH Advisors, LLC June 2012 - June 2015
Assurant July 2011 - June 2012
Assurant August 2007 - July 2011
Hydro-Klean LLC December 2003 - August 2007
Mrs. Clark's Foods March 2003 - October 2003
Enclos Corp March 2001 - March 2003
Airbase Services, Inc. February 1998 - February 2001
Knowledge Alliance January 1997 - February 1998
Skills
Accounting System, Accounting, General Ledger, Accounts Payable, Budgets, Financial Reporting, Account Reconciliation, Payroll, Lawson HRIS, Employee Benefits, Fixed Assets, Mergers & Acquisitions, Accounts Receivable, Financial Analysis, Financial Statements
Education
Drake University 2007 — 2010
Masters, Accounting
St. Olaf College 1992 — 1996
Bachelor of Arts, Economics; Finance
Shattuck-St. Mary's School 1990 — 1992
College prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Leanne Gould's HDH Advisors, LLC Experience March 2013 - Present
Job Expert Witness and Consultant Litigation Support
Industry Accounting
Experience
HDH Advisors, LLC March 2013 - Present
GlassRatner Advisory & Capital Group 2005 - February 2013
Ernst & Young 2003 - 2005
Navigant Consulting 1997 - 2002
Skills
Business Valuation, Litigation Support, Forensic Accounting, Bankruptcy, Litigation Consulting, Dispute Resolution, Litigation, Commercial Litigation, Expert Witness, Fraud, Restructuring, CPA, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Corporate Finance, Accounting
Education
State University of New York at Buffalo 1983 — 1988
MBA
State University of New York at Buffalo - School of Management 1983 — 1988
Master of Business Administration (MBA)
HDH Advisors, LLC March 2013 - Present
GlassRatner Advisory & Capital Group 2005 - February 2013
Ernst & Young 2003 - 2005
Navigant Consulting 1997 - 2002
Skills
Business Valuation, Litigation Support, Forensic Accounting, Bankruptcy, Litigation Consulting, Dispute Resolution, Litigation, Commercial Litigation, Expert Witness, Fraud, Restructuring, CPA, Due Diligence, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Corporate Finance, Accounting
Education
State University of New York at Buffalo 1983 — 1988
MBA
State University of New York at Buffalo - School of Management 1983 — 1988
Master of Business Administration (MBA)
Bryan DiMatteo's HDH Advisors, LLC Experience June 2013 - December 2014
Job Compliance Manager at LexisNexis
Industry Accounting
Experience
LexisNexis December 2014 - Present
HDH Advisors, LLC June 2013 - December 2014
Ernst & Young December 2008 - May 2013
Education
University of South Carolina - Darla Moore School of Business
LexisNexis December 2014 - Present
HDH Advisors, LLC June 2013 - December 2014
Ernst & Young December 2008 - May 2013
Education
University of South Carolina - Darla Moore School of Business
Jill McNeight's HDH Advisors, LLC Experience April 2014 - January 2015
Job Senior Financial Analyst at RCG Ventures
Industry Real Estate
Experience
RCG Ventures, LLC January 2015 - Present
HDH Advisors, LLC April 2014 - January 2015
ACG Professionals December 2008 - April 2014
BVT Equity Holdings May 2006 - October 2008
Reliant Professional Services July 2007 - April 2008
Trammell Crow Company March 2004 - March 2006
UPS Capital April 2003 - March 2004
John Portman & Associates February 2002 - February 2003
Jones Lang LaSalle August 1998 - May 2001
Skills
Finance, Asset Management, Due Diligence, Property Management, Acquisitions, Valuation, Accounting, Financial Modeling, Commercial Real Estate, Disposition, Real Estate, Real Estate Financing, Real Estate Development, Corporate Real Estate, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
MBA, Real Estate & Finance
Oglethorpe University 1992 — 1995
BBA, Accounting
RCG Ventures, LLC January 2015 - Present
HDH Advisors, LLC April 2014 - January 2015
ACG Professionals December 2008 - April 2014
BVT Equity Holdings May 2006 - October 2008
Reliant Professional Services July 2007 - April 2008
Trammell Crow Company March 2004 - March 2006
UPS Capital April 2003 - March 2004
John Portman & Associates February 2002 - February 2003
Jones Lang LaSalle August 1998 - May 2001
Skills
Finance, Asset Management, Due Diligence, Property Management, Acquisitions, Valuation, Accounting, Financial Modeling, Commercial Real Estate, Disposition, Real Estate, Real Estate Financing, Real Estate Development, Corporate Real Estate, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2004
MBA, Real Estate & Finance
Oglethorpe University 1992 — 1995
BBA, Accounting
Doug Kelso's HDH Advisors, LLC Experience January 2015 - Present
Job Financial Associate at HDH Advisors, LLC
Industry Financial Services
Experience
HDH Advisors, LLC January 2015 - Present
Grant Thornton LLP December 2012 - January 2015
Highland Capital Management, LLC October 2012 - January 2013
Burkenroad Reports- Tulane University January 2012 - May 2012
Highland Capital Management, LLC December 2011 - January 2012
U.S. Department of Labor May 2007 - August 2007
Skills
Financial Analysis, Analysis, Research, Data Analysis, Financial Reporting, Valuation, Business Valuation, Financial Modeling, Accounting, Economics, Equity Research, Microsoft Office, Microsoft Excel, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Finance and Energy Specialization
University of Mississippi 2010 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Finance
The University of Georgia
HDH Advisors, LLC January 2015 - Present
Grant Thornton LLP December 2012 - January 2015
Highland Capital Management, LLC October 2012 - January 2013
Burkenroad Reports- Tulane University January 2012 - May 2012
Highland Capital Management, LLC December 2011 - January 2012
U.S. Department of Labor May 2007 - August 2007
Skills
Financial Analysis, Analysis, Research, Data Analysis, Financial Reporting, Valuation, Business Valuation, Financial Modeling, Accounting, Economics, Equity Research, Microsoft Office, Microsoft Excel, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Finance and Energy Specialization
University of Mississippi 2010 — 2011
Bachelor of Business Administration (B.B.A.), Economics and Finance
The University of Georgia