Heritage Group
Industry: Company
DescriptionFounded: 1986
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Heritage Group Employees
Employee
Years
Job
Industry
Traci Shirachi Traci Shirachi's Heritage Group Experience January 2009 - May 2009
Job Manager/Senior Manager at PwC Extensive project and team management experience
Industry Management Consulting
Experience
Founder Institute (Orange County) November 2014 - Present
PricewaterhouseCoopers LLP July 2010 - Present
MedAssets June 2009 - July 2010
Heritage Group January 2009 - May 2009
ICA - Informatics Corporation of America August 2008 - January 2009
Thomson Reuters June 2008 - August 2008
Pricewaterhouse Coopers January 2004 - July 2007
Triage Consulting May 2002 - December 2003
Deloitte and Touche August 2001 - January 2002
Skills
Management, Financial Modeling, Financial Analysis, Project Management, Strategy, Analysis, Strategic Planning, Valuation, Consulting, Process Improvement, Business Development, transfer pricing, revenue cycle management, Healthcare Consulting, Start-up Consulting, Finance, Management Consulting, Start-ups, Business Strategy, Due Diligence, Mergers & Acquisitions, Program Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA
University of California, Davis 1997 — 2001
Bachelors, Political Science
Piedmont High School 1994 — 1997
Founder Institute (Orange County) November 2014 - Present
PricewaterhouseCoopers LLP July 2010 - Present
MedAssets June 2009 - July 2010
Heritage Group January 2009 - May 2009
ICA - Informatics Corporation of America August 2008 - January 2009
Thomson Reuters June 2008 - August 2008
Pricewaterhouse Coopers January 2004 - July 2007
Triage Consulting May 2002 - December 2003
Deloitte and Touche August 2001 - January 2002
Skills
Management, Financial Modeling, Financial Analysis, Project Management, Strategy, Analysis, Strategic Planning, Valuation, Consulting, Process Improvement, Business Development, transfer pricing, revenue cycle management, Healthcare Consulting, Start-up Consulting, Finance, Management Consulting, Start-ups, Business Strategy, Due Diligence, Mergers & Acquisitions, Program Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA
University of California, Davis 1997 — 2001
Bachelors, Political Science
Piedmont High School 1994 — 1997
John Morphis John Morphis's Heritage Group Experience May 2012 - July 2012
Job Summer Intern at DELK
Industry Consumer Goods
Experience
DELK May 2015 - Present
Avenue Bank November 2014 - December 2014
naviHealth, Inc. May 2014 - July 2014
Phipps Construction Company, Inc. May 2013 - July 2013
Heritage Group May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Sewanee-The University of the South 2012 — 2016
Undergraduate Degree, International and Global Studies
Montgomery Bell Academy 2006 — 2012
DELK May 2015 - Present
Avenue Bank November 2014 - December 2014
naviHealth, Inc. May 2014 - July 2014
Phipps Construction Company, Inc. May 2013 - July 2013
Heritage Group May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
Sewanee-The University of the South 2012 — 2016
Undergraduate Degree, International and Global Studies
Montgomery Bell Academy 2006 — 2012
Eric Nagy Eric Nagy's Heritage Group Experience 1996 - May 2015
Job
Industry Financial Services
Experience
SCS Credit Corp May 2015 - Present
Heritage Group 1996 - May 2015
Skills
Collections, Volunteer Recruiting, Fundraising, Youth Leadership, Team Leadership, Team Management, Call Centers, Employee Training, Accounting, Customer Service, Teamwork, Credit, Portfolio Management, Public Speaking, Microsoft Excel, Team Building, Management, Leadership, Event Planning, Financial Analysis, Microsoft Word, Process Improvement, Microsoft Office, Strategic Planning
Education
Bethel College 2008 — 2010
Bachelor's Degree, Organizational Management
Brown Mackie College-South Bend 1994 — 1996
Associate's degree, Accounting
SCS Credit Corp May 2015 - Present
Heritage Group 1996 - May 2015
Skills
Collections, Volunteer Recruiting, Fundraising, Youth Leadership, Team Leadership, Team Management, Call Centers, Employee Training, Accounting, Customer Service, Teamwork, Credit, Portfolio Management, Public Speaking, Microsoft Excel, Team Building, Management, Leadership, Event Planning, Financial Analysis, Microsoft Word, Process Improvement, Microsoft Office, Strategic Planning
Education
Bethel College 2008 — 2010
Bachelor's Degree, Organizational Management
Brown Mackie College-South Bend 1994 — 1996
Associate's degree, Accounting
Karen Criswell, MBA Karen Criswell, MBA's Heritage Group Experience September 2007 - November 2007
Job Corporate Payroll Manager at Zimmer
Industry Medical Devices
Experience
Zimmer Biomet September 2013 - August 2015
Zimmer September 2011 - September 2013
Zimmer November 2007 - September 2011
Heritage Group September 2007 - November 2007
STAR Financial Bank December 2004 - September 2007
Allen Circuit and Superior Court September 2000 - July 2004
CLERK OF ALLEN CIRCUIT AND SUPERIOR COURT April 1995 - September 2000
Skills
Human Resources, Payroll, Sarbanes-Oxley Act, Process Improvement, HR Policies, Employee Benefits, Benefits Administration, ADP Payroll, Cross-functional Team..., Deferred Compensation, Customer Service, Employee Relations, FMLA, Finance, HRIS, Management, Medical Devices, Onboarding, Performance Management, Recruiting, Talent Acquisition
Education
Indiana Wesleyan University 2009 — 2011
MBA, MBA HR & Compensation
Indiana Wesleyan University 2002 — 2004
Bachelors, Business Administration
Indiana Wesleyan University 2000 — 2002
Associates, Business
Zimmer Biomet September 2013 - August 2015
Zimmer September 2011 - September 2013
Zimmer November 2007 - September 2011
Heritage Group September 2007 - November 2007
STAR Financial Bank December 2004 - September 2007
Allen Circuit and Superior Court September 2000 - July 2004
CLERK OF ALLEN CIRCUIT AND SUPERIOR COURT April 1995 - September 2000
Skills
Human Resources, Payroll, Sarbanes-Oxley Act, Process Improvement, HR Policies, Employee Benefits, Benefits Administration, ADP Payroll, Cross-functional Team..., Deferred Compensation, Customer Service, Employee Relations, FMLA, Finance, HRIS, Management, Medical Devices, Onboarding, Performance Management, Recruiting, Talent Acquisition
Education
Indiana Wesleyan University 2009 — 2011
MBA, MBA HR & Compensation
Indiana Wesleyan University 2002 — 2004
Bachelors, Business Administration
Indiana Wesleyan University 2000 — 2002
Associates, Business
Erez Barnavon Erez Barnavon's Heritage Group Experience September 2013 - Present
Job Head of Direct Investments at Heritage Group
Industry Venture Capital & Private Equity
Experience
Heritage Group September 2013 - Present
KAILAI Investments March 2009 - December 2013
Clarity Partners January 2007 - February 2009
Continuous Computing June 2000 - September 2006
Credit Suisse First Boston September 1996 - May 2000
Cravath, Swaine & Moore November 1994 - September 1996
Skills
Mergers, Private Equity, Strategy, Investments, Joint Ventures, Investment Banking, Venture Capital, Start-ups, Corporate Development, Due Diligence, Telecommunications, Finance, Strategic Planning, Entrepreneurship, Business Strategy, Mergers & Acquisitions, China Business...
Education
Columbia Law School 1991 — 1994
JD, Law
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Heritage Group September 2013 - Present
KAILAI Investments March 2009 - December 2013
Clarity Partners January 2007 - February 2009
Continuous Computing June 2000 - September 2006
Credit Suisse First Boston September 1996 - May 2000
Cravath, Swaine & Moore November 1994 - September 1996
Skills
Mergers, Private Equity, Strategy, Investments, Joint Ventures, Investment Banking, Venture Capital, Start-ups, Corporate Development, Due Diligence, Telecommunications, Finance, Strategic Planning, Entrepreneurship, Business Strategy, Mergers & Acquisitions, China Business...
Education
Columbia Law School 1991 — 1994
JD, Law
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Ronald Greenspan's Heritage Group Experience 1983 - 1985
Job Senior Managing Director at FTI Consulting, Inc.
Industry Financial Services
Experience
FTI Consulting, Inc. 2002 - Present
FTI Consulting 2002 - 2011
PricewaterhouseCoopers 1991 - 2002
Price Waterhouse 1991 - 2002
Brookside Savings 1985 - 1987
Heritage Group 1983 - 1985
Prince & Littenberg 1982 - 1983
Stroock & Stroock & Lavan LLP 1979 - 1982
Skills
Mergers & Acquisitions, Due Diligence, Restructuring, Private Equity, Bankruptcy, Valuation, Debt Restructuring, Corporate Governance, Chapter 11, Expert Witness, Forensic Accounting, Business Valuation, Management Consulting, Mergers, Corporate Finance, Recapitalizations, Litigation Consulting, Corporate Development
Education
Harvard Law School 1976 — 1979
Juris Doctor, Law
UCLA 1972 — 1976
Bachelor of Arts, Economics
FTI Consulting, Inc. 2002 - Present
FTI Consulting 2002 - 2011
PricewaterhouseCoopers 1991 - 2002
Price Waterhouse 1991 - 2002
Brookside Savings 1985 - 1987
Heritage Group 1983 - 1985
Prince & Littenberg 1982 - 1983
Stroock & Stroock & Lavan LLP 1979 - 1982
Skills
Mergers & Acquisitions, Due Diligence, Restructuring, Private Equity, Bankruptcy, Valuation, Debt Restructuring, Corporate Governance, Chapter 11, Expert Witness, Forensic Accounting, Business Valuation, Management Consulting, Mergers, Corporate Finance, Recapitalizations, Litigation Consulting, Corporate Development
Education
Harvard Law School 1976 — 1979
Juris Doctor, Law
UCLA 1972 — 1976
Bachelor of Arts, Economics
Tim Lu's Heritage Group Experience August 2012 - Present
Job Founder at Clique Development and Technology Firm
Industry Financial Services
Experience
Clique Development and Technology Firm January 2013 - Present
Heritage Group August 2012 - Present
Red Zone Old City February 2011 - December 2012
Clique Nightlife June 2008 - April 2011
Edward Jones 2008 - 2009
Best Buy September 2004 - February 2008
Skills
Restaurants, Nightlife, Scheduling, Event Management, Event Planning, Consulting, Social Media Marketing, Social Media, Social Media Strategist, Mobile Applications, Entertainment, Mobile Marketing, Team Building, Coaching, Process Scheduler, Social Networking, Time Management, Entrepreneurship, Leadership, Public Speaking, Marketing, Marketing Strategy, Sales, Customer Satisfaction, Web Design, Recruiting, New Business Development, Advertising, Customer Service, Sales Management
Education
Penn State University 1999 — 2003
BS, Management Science & Information Systems
Clique Development and Technology Firm January 2013 - Present
Heritage Group August 2012 - Present
Red Zone Old City February 2011 - December 2012
Clique Nightlife June 2008 - April 2011
Edward Jones 2008 - 2009
Best Buy September 2004 - February 2008
Skills
Restaurants, Nightlife, Scheduling, Event Management, Event Planning, Consulting, Social Media Marketing, Social Media, Social Media Strategist, Mobile Applications, Entertainment, Mobile Marketing, Team Building, Coaching, Process Scheduler, Social Networking, Time Management, Entrepreneurship, Leadership, Public Speaking, Marketing, Marketing Strategy, Sales, Customer Satisfaction, Web Design, Recruiting, New Business Development, Advertising, Customer Service, Sales Management
Education
Penn State University 1999 — 2003
BS, Management Science & Information Systems
Drew DeMuth's Heritage Group Experience July 2014 - Present
Job Investment Manager at Heritage Group
Industry Financial Services
Experience
Heritage Group July 2014 - Present
Credit Suisse July 2011 - July 2014
Benchmark Assisted Living December 2007 - June 2009
Benchmark Assisted Living August 2006 - December 2007
WNC Mansfield Express August 2004 - April 2006
SC Bayer 05 Uerdingen September 2003 - March 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Large Format, Business Analysis, Leadership, Corporate Finance, College Basketball, Strategy, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Emphasis in Finance, Graduated with Distinction
Williams College 1999 — 2003
BA, Economics
Heritage Group July 2014 - Present
Credit Suisse July 2011 - July 2014
Benchmark Assisted Living December 2007 - June 2009
Benchmark Assisted Living August 2006 - December 2007
WNC Mansfield Express August 2004 - April 2006
SC Bayer 05 Uerdingen September 2003 - March 2004
Skills
Financial Analysis, Investment Banking, Financial Modeling, Public Speaking, Large Format, Business Analysis, Leadership, Corporate Finance, College Basketball, Strategy, Investments, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
Master of Business Administration (MBA), Emphasis in Finance, Graduated with Distinction
Williams College 1999 — 2003
BA, Economics
Douglas Jesch's Heritage Group Experience 1976 - 2001
Job at Primed & Ready LLC Remodeling
Industry Construction
Experience
Primed & Ready LLC - Remodeling 2000 - Present
Primed & Ready LLC - Remodeling May 2001 - October 2010
Primed & Ready LLC - Remolding May 2000 - October 2010
Heritage Group 1976 - 2001
Skills
Construction, Home Improvement, Renovation, Purchasing
Education
Geneva College 1968 — 1972
BS BA, Business
Primed & Ready LLC - Remodeling 2000 - Present
Primed & Ready LLC - Remodeling May 2001 - October 2010
Primed & Ready LLC - Remolding May 2000 - October 2010
Heritage Group 1976 - 2001
Skills
Construction, Home Improvement, Renovation, Purchasing
Education
Geneva College 1968 — 1972
BS BA, Business
Harvel Brown's Heritage Group Experience June 2005 - Present
Job Director at Heritage Group
Industry Civic & Social Organization
Experience
Heritage Group June 2005 - Present
Housing Authority Chester County PA. April 1991 - February 2001
Skills
Community Organizing, Nonprofits, Leadership, Leadership Development, Event Planning, Organizational..., Program Development, Community Outreach, Government, Community Development, Public Relations, Grants, Staff Development, Fundraising, Volunteer Management, Policy, Grant Writing, Program Management, Research, Teaching, Public Speaking
Education
Temple University 1971 — 1976
BSW, Social Work
Heritage Group June 2005 - Present
Housing Authority Chester County PA. April 1991 - February 2001
Skills
Community Organizing, Nonprofits, Leadership, Leadership Development, Event Planning, Organizational..., Program Development, Community Outreach, Government, Community Development, Public Relations, Grants, Staff Development, Fundraising, Volunteer Management, Policy, Grant Writing, Program Management, Research, Teaching, Public Speaking
Education
Temple University 1971 — 1976
BSW, Social Work
buck ritz's Heritage Group Experience July 1970 - Present
Job Business Development Representitive at Milestone Contractors LP
Industry Construction
Experience
Milestone Contractors LP July 1970 - Present
Heritage Group July 1970 - Present
Education
Purdue University 1966 — 1970
BSME, Mechanical Engineering
Milestone Contractors LP July 1970 - Present
Heritage Group July 1970 - Present
Education
Purdue University 1966 — 1970
BSME, Mechanical Engineering
patricia benzime's Heritage Group Experience March 2011 - Present
Job Manager at Heritage Group
Industry Individual & Family Services
Experience
Heritage Group March 2011 - Present
sugar creek pizza llc 2011 - 2013
Skills
Making It Happen
Education
National Career Institute 2008 — 2019
Associate's degree, Clinical/Medical Laboratory Science/Research and Allied Professions
Bruceton High School 1983 — 1989
Heritage Group March 2011 - Present
sugar creek pizza llc 2011 - 2013
Skills
Making It Happen
Education
National Career Institute 2008 — 2019
Associate's degree, Clinical/Medical Laboratory Science/Research and Allied Professions
Bruceton High School 1983 — 1989
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY