Heritage Capital Group
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Heritage Capital Group Employees
Employee
Years
Job
Industry
Bill Prescott Bill Prescott's Heritage Capital Group Experience October 2013 - Present
Job Principal at Heritage Capital Group
Industry Financial Services
Experience
Heritage Capital Group October 2013 - Present
Jacksonville Jaguars September 1996 - April 2013
Grill, Gilhuly, & Prescott 1989 - 1995
Skills
Budgets, Strategic Planning, Sports Management, Negotiation, Financial Analysis, Finance, Real Estate, Accounting, Business Planning, Investment Banking, Leadership, Nonprofits, Hospitality Consulting, Mergers & Acquisitions, Strategy, Account Management
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Science (M.S.), Taxation
Pace University 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
Heritage Capital Group October 2013 - Present
Jacksonville Jaguars September 1996 - April 2013
Grill, Gilhuly, & Prescott 1989 - 1995
Skills
Budgets, Strategic Planning, Sports Management, Negotiation, Financial Analysis, Finance, Real Estate, Accounting, Business Planning, Investment Banking, Leadership, Nonprofits, Hospitality Consulting, Mergers & Acquisitions, Strategy, Account Management
Education
Pace University - Lubin School of Business 1979 — 1981
Master of Science (M.S.), Taxation
Pace University 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
Miriam Hill Miriam Hill's Heritage Capital Group Experience 2007 - 2008
Job Attorney (Licensed in NY and FL), MBA
Industry Legal Services
Experience
Amelia Law Group, PLLC July 2015 - Present
Holland & Knight LLP October 2011 - June 2015
Holland & Knight LLP January 2014 - December 2014
Rogers Towers, P.A. June 2011 - October 2011
Young van Assenderp, P.A. May 2009 - November 2010
Florida State University June 2010 - September 2010
Federal Deposit Insurance Corporation 2010 - 2010
Business Valuation, Inc January 2008 - August 2008
Heritage Capital Group 2007 - 2008
Transatlantic Wine and Spirits (SWS) September 2005 - June 2006
Education
Florida State University College of Law
J.D., Law
Harvard University, John F. Kennedy School of Government
Executive Education, Infrastructure in a Market Economy - Public-Private Partnerships in a Changing World
Georgia Regents University
BBA, Finance
University of North Florida - College of Business Administration
MBA, Finance
Amelia Law Group, PLLC July 2015 - Present
Holland & Knight LLP October 2011 - June 2015
Holland & Knight LLP January 2014 - December 2014
Rogers Towers, P.A. June 2011 - October 2011
Young van Assenderp, P.A. May 2009 - November 2010
Florida State University June 2010 - September 2010
Federal Deposit Insurance Corporation 2010 - 2010
Business Valuation, Inc January 2008 - August 2008
Heritage Capital Group 2007 - 2008
Transatlantic Wine and Spirits (SWS) September 2005 - June 2006
Education
Florida State University College of Law
J.D., Law
Harvard University, John F. Kennedy School of Government
Executive Education, Infrastructure in a Market Economy - Public-Private Partnerships in a Changing World
Georgia Regents University
BBA, Finance
University of North Florida - College of Business Administration
MBA, Finance
Tom Kohn Tom Kohn's Heritage Capital Group Experience July 2011 - October 2012
Job High Growth Enterprise
Industry Executive Office
Experience
WAVE 7 VENTURES February 2011 - Present
WAVE 7 INNOVATION January 1994 - Present
ADVANCED DISTRIBUTED POWER October 2012 - Present
HERITAGE CAPITAL GROUP July 2011 - October 2012
AUSSIE IMPORTS 2004 - 2009
HAMILTON GROUP 1989 - 1994
MBI 1984 - 1989
KOHLER COMPANY 1983 - 1984
DEAN FOODS COMPANY 1979 - 1983
Skills
Strategy, Start-ups, Strategic Planning, Private Equity, Business Strategy, Leadership, New Business Development, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Executive Management, Performance Improvement, Energy, Renewable Energy, Alternative Energy, Manufacturing, Strategic Partnerships, Management Consulting, Consulting
Education
University of Chicago 1981 — 1983
MBA, Finance, Operations, International
Purdue University 1975 — 1979
BS, Industrial Management, Engineering & Sciences, Economics
WAVE 7 VENTURES February 2011 - Present
WAVE 7 INNOVATION January 1994 - Present
ADVANCED DISTRIBUTED POWER October 2012 - Present
HERITAGE CAPITAL GROUP July 2011 - October 2012
AUSSIE IMPORTS 2004 - 2009
HAMILTON GROUP 1989 - 1994
MBI 1984 - 1989
KOHLER COMPANY 1983 - 1984
DEAN FOODS COMPANY 1979 - 1983
Skills
Strategy, Start-ups, Strategic Planning, Private Equity, Business Strategy, Leadership, New Business Development, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Executive Management, Performance Improvement, Energy, Renewable Energy, Alternative Energy, Manufacturing, Strategic Partnerships, Management Consulting, Consulting
Education
University of Chicago 1981 — 1983
MBA, Finance, Operations, International
Purdue University 1975 — 1979
BS, Industrial Management, Engineering & Sciences, Economics
Daniel K. Meyer Daniel K. Meyer's Heritage Capital Group Experience June 2005 - January 2006
Job President at Audi Club RMC
Industry Real Estate
Experience
Courbette Capital, LLC January 2006 - Present
Capriole Properties January 1983 - Present
Colorado Concours d'Elegance and Exotic Sports Car Show July 2011 - July 2014
Audi Club NA RMC February 2011 - December 2013
Heritage Capital Group June 2005 - January 2006
Community Banks of Colorado July 2003 - June 2005
Peak National Bank June 1998 - July 2003
GMAC Mortgage Corp 1995 - June 1998
Khedker, Ltd. 1987 - 1991
Centennial Mortgage and Investment, Ltd. 1984 - 1987
Skills
Leadership Development, Real Estate, Investments, Real Estate Economics, Real Estate Development, Commercial Real Estate, Investment Properties
Education
University of Colorado Boulder 1978 — 1980
Business
Metropolitan State University of Denver 1977 — 1978
Business
Courbette Capital, LLC January 2006 - Present
Capriole Properties January 1983 - Present
Colorado Concours d'Elegance and Exotic Sports Car Show July 2011 - July 2014
Audi Club NA RMC February 2011 - December 2013
Heritage Capital Group June 2005 - January 2006
Community Banks of Colorado July 2003 - June 2005
Peak National Bank June 1998 - July 2003
GMAC Mortgage Corp 1995 - June 1998
Khedker, Ltd. 1987 - 1991
Centennial Mortgage and Investment, Ltd. 1984 - 1987
Skills
Leadership Development, Real Estate, Investments, Real Estate Economics, Real Estate Development, Commercial Real Estate, Investment Properties
Education
University of Colorado Boulder 1978 — 1980
Business
Metropolitan State University of Denver 1977 — 1978
Business
K.C. Caldabaugh K.C. Caldabaugh's Heritage Capital Group Experience January 2001 - Present
Job Principal at Heritage Capital Group
Industry Investment Banking
Experience
Center for Toxicology and Environmental Health 2010 - Present
Heritage Capital Group January 2001 - Present
Schweitzer-Mauduit International Inc 1995 - Present
Spinnaker Coating 1994 - 2000
LTV Corporation July 1986 - December 1994
The Charter Company May 1979 - July 1986
Jacksonville National Bank August 1973 - May 1979
United States Navy August 1968 - February 1972
Skills
Private Equity, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, Business Strategy, Start-ups, Mergers, Mergers & Acquisitions, Private Placements, New Business Development, Valuation, Strategy
Education
University of Alabama 1972 — 1973
MBA
West Virginia Wesleyan College 1964 — 1968
B.A., Philosophy
WiHi
Center for Toxicology and Environmental Health 2010 - Present
Heritage Capital Group January 2001 - Present
Schweitzer-Mauduit International Inc 1995 - Present
Spinnaker Coating 1994 - 2000
LTV Corporation July 1986 - December 1994
The Charter Company May 1979 - July 1986
Jacksonville National Bank August 1973 - May 1979
United States Navy August 1968 - February 1972
Skills
Private Equity, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, Business Strategy, Start-ups, Mergers, Mergers & Acquisitions, Private Placements, New Business Development, Valuation, Strategy
Education
University of Alabama 1972 — 1973
MBA
West Virginia Wesleyan College 1964 — 1968
B.A., Philosophy
WiHi
Donna Barker Donna Barker's Heritage Capital Group Experience April 1997 - Present
Job Marketing Coordinator Heritage Capital Group
Industry Investment Banking
Experience
Heritage Capital Group April 1997 - Present
Association for Corporate Growth (ACG) 1998 - Present
Skills
Corporate Development, Program Management, New Business Development, Business Valuation, Divestitures, Marketing, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Leadership, Competitor Intelligence, Marketing Strategy
Education
Florida State University - College of Business 1976 — 1981
B.S., Marketing
Heritage Capital Group April 1997 - Present
Association for Corporate Growth (ACG) 1998 - Present
Skills
Corporate Development, Program Management, New Business Development, Business Valuation, Divestitures, Marketing, Mergers, Private Equity, Mergers & Acquisitions, Strategic Planning, Leadership, Competitor Intelligence, Marketing Strategy
Education
Florida State University - College of Business 1976 — 1981
B.S., Marketing
Barbara Tesa Barbara Tesa's Heritage Capital Group Experience 1998 - Present
Job
Industry Commercial Real Estate
Experience
Heritage Capital Group 1998 - Present
Mountain Resort Properties 2009 - Present
Skills
Real Estate, Property Management, Residential Homes, Condos, Property, Commercial Real Estate, Rentals, Selling, Negotiation, Leases, Sellers, Interior Design, Real Estate Transactions, Customer Service, Investment Properties, Budgets, Luxury, Strategic Planning
Education
University of New Hampshire
BSW, Social Work
Bergen Community College
HR Management
Heritage Capital Group 1998 - Present
Mountain Resort Properties 2009 - Present
Skills
Real Estate, Property Management, Residential Homes, Condos, Property, Commercial Real Estate, Rentals, Selling, Negotiation, Leases, Sellers, Interior Design, Real Estate Transactions, Customer Service, Investment Properties, Budgets, Luxury, Strategic Planning
Education
University of New Hampshire
BSW, Social Work
Bergen Community College
HR Management
Bill Nicholson Bill Nicholson's Heritage Capital Group Experience May 2010 - Present
Job Investment Banking and Litigation Support
Industry Financial Services
Experience
Heritage Capital Group May 2010 - Present
BSE Management, LLC January 2009 - April 2010
WRN Financial 2003 - 2008
Banc of America Securities January 2000 - December 2002
Bank of America (f/k/a Barnett Banks, Inc.) 1998 - 2000
Barnett Bank 1992 - 1997
PNC Financial Services Group November 1981 - January 1992
Skills
Litigation Support
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1973
Wesleyan University 1964 — 1968
BA, Pol sci/English
Choate School
Heritage Capital Group May 2010 - Present
BSE Management, LLC January 2009 - April 2010
WRN Financial 2003 - 2008
Banc of America Securities January 2000 - December 2002
Bank of America (f/k/a Barnett Banks, Inc.) 1998 - 2000
Barnett Bank 1992 - 1997
PNC Financial Services Group November 1981 - January 1992
Skills
Litigation Support
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1971 — 1973
Wesleyan University 1964 — 1968
BA, Pol sci/English
Choate School
Alex Kellison's Heritage Capital Group Experience February 2014 - Present
Job Senior Analyst at Heritage Capital Group
Industry Investment Banking
Experience
Heritage Capital Group February 2014 - Present
Morgan Stanley Wealth Management March 2010 - January 2014
Fidelity National Financial July 2009 - March 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg Terminal, Morningstar, Finance, Investment Banking, Security Analysis, Financial Reporting, PowerPoint, Microsoft Excel, Microsoft Word, ThomsonOne, Asset Allocation, Mergers & Acquisitions, Management Consulting, Valuation, Equities, Investments, Due Diligence
Education
University of North Florida 2003 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Investments
Heritage Capital Group February 2014 - Present
Morgan Stanley Wealth Management March 2010 - January 2014
Fidelity National Financial July 2009 - March 2010
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Bloomberg Terminal, Morningstar, Finance, Investment Banking, Security Analysis, Financial Reporting, PowerPoint, Microsoft Excel, Microsoft Word, ThomsonOne, Asset Allocation, Mergers & Acquisitions, Management Consulting, Valuation, Equities, Investments, Due Diligence
Education
University of North Florida 2003 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Investments
Bill Sorenson Bill Sorenson's Heritage Capital Group Experience December 2006 - Present
Job Process Improvement Expert Valuation Analyst Management Consultant
Industry Capital Markets
Experience
Heritage Capital Group December 2006 - Present
Business Valuation, Incorporated December 2006 - Present
Dignity U Wear 2007 - Present
Innovative Professional Solutions June 2003 - December 2006
Deloitte & Touche LLP, Solutions 2000 - 2003
General Scientific Corporation October 1993 - August 1998
Skills
Financial Analysis, Valuation, Forecasting, Mergers, Analysis, Corporate Finance, Finance, Financial Modeling, Strategy, Due Diligence, Business Strategy, Private Equity, Mergers & Acquisitions, Business Process, Venture Capital, Investments, Economics, Business Valuation, Management Consulting
Education
Purdue University - Krannert School of Management 1998 — 2000
MSM (MBA), Operations and Managmenet Information Systems
Virginia Polytechnic Institute and State University 1989 — 1993
BS, Business Management
Heritage Capital Group December 2006 - Present
Business Valuation, Incorporated December 2006 - Present
Dignity U Wear 2007 - Present
Innovative Professional Solutions June 2003 - December 2006
Deloitte & Touche LLP, Solutions 2000 - 2003
General Scientific Corporation October 1993 - August 1998
Skills
Financial Analysis, Valuation, Forecasting, Mergers, Analysis, Corporate Finance, Finance, Financial Modeling, Strategy, Due Diligence, Business Strategy, Private Equity, Mergers & Acquisitions, Business Process, Venture Capital, Investments, Economics, Business Valuation, Management Consulting
Education
Purdue University - Krannert School of Management 1998 — 2000
MSM (MBA), Operations and Managmenet Information Systems
Virginia Polytechnic Institute and State University 1989 — 1993
BS, Business Management
Jason Wells's Heritage Capital Group Experience June 2003 - February 2010
Job CB KYC International Addendum Specialist
Industry Banking
Experience
J.P. Morgan August 2014 - Present
Wells Fargo February 2013 - April 2014
Bank of America July 2011 - January 2013
JPMorgan Chase January 2011 - July 2011
Merrill Lynch March 2010 - January 2011
Heritage Capital Group June 2003 - February 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Banking, Bank Secrecy Act, AML, Fraud, Risk Management, OFAC, USA PATRIOT Act, KYC, Due Diligence, Underwriting, Risk Assessment, CIP, USDA, Mortgage Servicing
Education
Norfolk State University 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Elizabeth City State University
J.P. Morgan August 2014 - Present
Wells Fargo February 2013 - April 2014
Bank of America July 2011 - January 2013
JPMorgan Chase January 2011 - July 2011
Merrill Lynch March 2010 - January 2011
Heritage Capital Group June 2003 - February 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Banking, Bank Secrecy Act, AML, Fraud, Risk Management, OFAC, USA PATRIOT Act, KYC, Due Diligence, Underwriting, Risk Assessment, CIP, USDA, Mortgage Servicing
Education
Norfolk State University 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Elizabeth City State University
Bobby Bray's Heritage Capital Group Experience 2005 - 2007
Job Financial Services Management Consultant Professional
Industry Financial Services
Experience
Oliver Wyman 2012 - Present
Capital One 2013 - 2014
Capital One 2013 - 2014
Capital One 2013 - 2014
U.S. Naval Reserve 2002 - 2013
Heritage Capital Group 2005 - 2007
AmSouth 2002 - 2005
Skills
Executive Leadership, Strategic Business..., Consultative Client..., Deal Analysis and..., Interpersonal and..., Recapitalization and..., Financial Research and..., Model Development and..., Risk Management, Equities, Emerging Markets, Investments, Economics, Program Management, Operational Planning, Government, Leadership, Strategic Planning, Mergers & Acquisitions, Military, International Economics, Strategy, Analysis, Management Consulting, Navy, Defense
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
MA, Strategic Studies, International Economics
The University of Florida 1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The U.S. Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Engineering
Oliver Wyman 2012 - Present
Capital One 2013 - 2014
Capital One 2013 - 2014
Capital One 2013 - 2014
U.S. Naval Reserve 2002 - 2013
Heritage Capital Group 2005 - 2007
AmSouth 2002 - 2005
Skills
Executive Leadership, Strategic Business..., Consultative Client..., Deal Analysis and..., Interpersonal and..., Recapitalization and..., Financial Research and..., Model Development and..., Risk Management, Equities, Emerging Markets, Investments, Economics, Program Management, Operational Planning, Government, Leadership, Strategic Planning, Mergers & Acquisitions, Military, International Economics, Strategy, Analysis, Management Consulting, Navy, Defense
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
MA, Strategic Studies, International Economics
The University of Florida 1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services
The U.S. Naval Academy 1987 — 1991
Bachelor of Science (B.S.), Engineering
Doug Kravet's Heritage Capital Group Experience September 1996 - Present
Job Investment Banking / Valuation Professional
Industry Financial Services
Experience
Business Valuation, Inc. September 1996 - Present
Heritage Capital Group September 1996 - Present
Skills
Business Strategy, Valuation, Financial Analysis, Litigation Support, Corporate Finance, Equity Valuation, Private Equity, Business Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Due Diligence, Financial Modeling
Education
University of North Florida - College of Business Administration 1997 — 1999
MBA, General
University of North Florida - College of Business Administration 1995 — 1997
BBA, Accounting
Business Valuation, Inc. September 1996 - Present
Heritage Capital Group September 1996 - Present
Skills
Business Strategy, Valuation, Financial Analysis, Litigation Support, Corporate Finance, Equity Valuation, Private Equity, Business Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Due Diligence, Financial Modeling
Education
University of North Florida - College of Business Administration 1997 — 1999
MBA, General
University of North Florida - College of Business Administration 1995 — 1997
BBA, Accounting
Matt Laffey's Heritage Capital Group Experience March 2011 - Present
Job Turnaround CFO / Investment Banker / Corporate Financial Management for the Private Equity Marketplace
Industry Capital Markets
Experience
Heritage Capital Group March 2011 - Present
University of North Florida, Banner Center December 2010 - Present
Fourth Dimension LLC. June 1997 - Present
Tatum LLC October 2009 - December 2010
ACG North Florida September 2008 - October 2010
Turnaround Management Association 2005 - 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1980 — 1984
BA, Economics
Heritage Capital Group March 2011 - Present
University of North Florida, Banner Center December 2010 - Present
Fourth Dimension LLC. June 1997 - Present
Tatum LLC October 2009 - December 2010
ACG North Florida September 2008 - October 2010
Turnaround Management Association 2005 - 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1987
MBA, Finance
Duke University 1980 — 1984
BA, Economics