Holt Value Associates

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Holt Value Associates Employees

Employee
Years
Job
Industry
Lauren Hackett Lauren Hackett Glenview, Illinois Details
Lauren Hackett's Holt Value Associates Experience 1992 - 1998
Job Brokerage Professional at Allstate
Industry Financial Services
Experience
Allstate  September 2014 - Present
Home  April 2000 - Present
Robert Rosenfeld & Associates, LLC   November 2013 - August 2014
Coldwell Banker  September 1998 - April 2000
HOLT Value Associates   1992 - 1998
The Client's Advantage   February 1992 - September 1992

Skills
Training, Time Management, Research, Real Estate, Interviews, Child Development, Sales, Payroll, Management, Customer Service

Education
Northern Illinois University   1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General

Northern Illinois University   1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Steven Treadwell Steven Treadwell Hinsdale, Illinois Details
Steven Treadwell's Holt Value Associates Experience 2000 - 2002
Job President at Treadwell Auto Group Ltd
Industry Automotive
Experience
Treadwell Auto Group Ltd   December 2012 - Present
Fortuna Advisors LLC  June 2009 - May 2012
Credit Suisse  2008 - 2009
Credit Suisse  2002 - 2008
HOLT Value Associates   2000 - 2002
Sara Lee  1999 - 2000
Sara Lee  1997 - 1999
Ernst & Young  1995 - 1997

Skills
Valuation, Capital Allocation, Value Based Management, Accounting, Capital Markets, Strategic Planning, Business Analysis, Business Strategy, Business Planning, Financial Analysis, Corporate Finance, Business Valuation, Performance Measurement, Performance Metrics, Cross-functional Team..., Management, Leadership, Executive Management, Finance, Competitive Analysis, Strategy, Mergers & Acquisitions, Strategic Financial..., Investment Banking

Education
Northwestern University - Kellogg School of Management   1999 — 2002
MBA, Strategy & Finance

University of Toledo   1990 — 1994
BBA, Finance & Accounting

Sam Beskur Sam Beskur Greater Denver Area Details
Sam Beskur's Holt Value Associates Experience January 1997 - August 2002
Job Managing Director (US) / CTO at GX2 Technology
Industry Telecommunications
Experience
GX2 Technology   January 2014 - Present
Gx2 Technologies / Global Gossip (USA)   June 2008 - January 2014
Financier Software   June 2005 - 2009
Global Gossip International   June 2004 - May 2008
Hubbard One  July 2003 - June 2004
Utilities International, Inc.   January 2003 - August 2003
HOLT Value Associates   January 1997 - August 2002

Skills
Software Development, Web Applications, Microsoft SQL Server, ASP.NET MVC, SQL, Web Development, Consulting, Mobile Devices, jQuery, Mobile Technology, Architectures, Agile Methodologies, JavaScript, .NET, Networking, C#, Architecture, Agile Project Management, Management, Cloud Computing, ASP.NET, Integration, Wireless, C++, HTML, Wireless Networking, Business Analysis, Java, IP

Education
Illinois Institute of Technology   2000 — 2003
Computer Science

University of Cincinnati   1993 — 1996
BS, Biology, Biochemistry

Donn DeMuro Donn DeMuro Greater Chicago Area Details
Donn DeMuro's Holt Value Associates Experience January 1993 - February 2002
Job Director of Development at IronBridge Capital Management
Industry Investment Management
Experience
IronBridge Capital Management  July 2004 - Present
Credit Suisse First Boston HOLT   February 2002 - April 2004
HOLT Value Associates   January 1993 - February 2002
Harbor Capital Advisors  July 1987 - December 1992
Callard Madden & Associates   August 1979 - June 1987

Education
Illinois Institute of Technology   1994 — 1997
MS, Financial Markets and Trading

Illinois Institute of Technology   1977 — 1981
BS, Computer Science

Randi Shaw Randi Shaw Greater Pittsburgh Area Details
Randi Shaw's Holt Value Associates Experience 1998 - 2000
Job Business Development at Bookminders
Industry Accounting
Experience
Bookminders  September 2015 - Present
Bookminders  September 2013 - September 2015
dbMotion (now Allscripts)   May 2012 - September 2013
Bookminders Inc   July 2004 - May 2012
HOLT Value Associates   1998 - 2000
General Instrument  1997 - 1998
Deloitte & Touche  1993 - 1997

Skills
Auditing, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, Journal Entries, Revenue Recognition, Accounts Payable, Accruals, Bank Reconciliation, Bookkeeping, Variance Analysis, Balance, Small Business, Strategic Planning, Invoicing, Expenses, Year End Accounts, Cash Flow, Budgets, Quality Assurance, Accounting, Financial Reporting, Leadership, Public Speaking, QuickBooks, General Ledger

Education
New York University - Leonard N. Stern School of Business   1993 — 1999
MBA, Accounting

University of Pennsylvania   1988 — 1992
BA, History

Berkeley Preparatory School   1979 — 1988

Glenn Farkas Glenn Farkas Greater Chicago Area Details
Glenn Farkas's Holt Value Associates Experience September 1998 - January 2002
Job President/Portfolio Manager at
Industry Financial Services
Experience
Avista Wealth Management   September 2009 - Present
Avista Financial Network, Inc.   June 2007 - Present
Orion Capital Management   February 2006 - December 2007
Soleil Securities  February 2005 - December 2005
Credit Suisse  February 2002 - January 2005
HOLT Value Associates   September 1998 - January 2002

Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Management, Mutual Funds, Retirement Planning, Equities, Investment Advisory, Series 7, Retirement, Series 63, Estate Planning, Pensions

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1995 — 1998
MBA, Finance

University of Cincinnati   1986 — 1991
BBA, Finance & Marketing

James Ostry James Ostry Greater Chicago Area Details
James Ostry's Holt Value Associates Experience June 1997 - August 2000
Job CoHead at Credit Suisse HOLT
Industry Financial Services
Experience
Credit Suisse HOLT  June 2014 - Present
Credit Suisse HOLT  June 2009 - Present
Credit Suisse HOLT  September 2000 - May 2009
HOLT Value Associates   June 1997 - August 2000
First Chicago  July 1994 - May 1997

Skills
Product Development, Strategy, Valuation, Accounting, Equities, Derivatives, Portfolio Management, Equity Valuation, Sales Management, Branding Initiatives

Education
Carnegie Mellon University - Tepper School of Business   1992 — 1994
MSIA, Finance

University of Illinois at Urbana-Champaign   1986 — 1990
BA, Economics

Casey Lea Casey Lea Henderson, Nevada Details
Casey Lea's Holt Value Associates Experience September 2001 - February 2002
Job Managing Director, Quantitative Analytics & Services at EVA Dimensions
Industry Financial Services
Experience
EVA Dimensions  May 2015 - Present
EVA Dimensions  September 2012 - Present
State Street Bank & Trust  May 2011 - September 2012
Credit Suisse  June 2007 - February 2011
Credit Suisse  February 2002 - June 2007
HOLT VALUE ASSOCIATES   September 2001 - February 2002
PurchasePro  April 2001 - August 2001
HOLT Alliance Services   November 1999 - March 2001
VALUAD SOFTWARE US   April 1998 - November 1999
Gatling Group   November 1997 - April 1998

Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equities, Financial Analysis, Risk Management, Asset Management, Treasury Management, Banking, ICAAP, Credit Risk, Management Consulting, Finance, Financial Reporting, Economics, Information Technology, Capital Budgeting, Financial Risk, Free Cash Flow, Performance Measurement, Statistical Modeling, CCAR, Capital Structure, Mergers, Microsoft Office, Microsoft Excel, ClariFi, Quantitative Finance, Quantitative Research, Quantitative Analytics

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA, Finance

Tufts University   1991 — 1995
Bachelor of Arts, Economics and International Relations

Jon Brusven Jon Brusven Greater Minneapolis-St. Paul Area Details
Jon Brusven's Holt Value Associates Experience August 1998 - February 2002
Job Managing Principal, Aldgate West, LLC
Industry Management Consulting
Experience
Longship Advisers, LLC   September 2002 - Present
Aldgate West, LLC   January 2003 - Present
Nuclear Decommissioning Trust Fund Conference   September 2002 - Present
Credit Suisse  February 2002 - August 2002
HOLT Value Associates   August 1998 - February 2002
Investment Advisers, Inc. (Lloyds TSB)   April 1996 - March 1998
First Chicago Investment Management Co.   July 1995 - April 1996
Investment Advisers, Inc. (Lloyds TSB)   June 1988 - July 1993

Skills
Investments, Valuation, Capital Allocation, Finance, Equities, Mergers & Acquisitions, Strategy, Management Consulting, Investment Banking, Portfolio Management, Start-ups, Management, Financial Analysis, Managerial Finance, Mutual Funds, Asset Management, Financial Modeling

Education
Duke University - The Fuqua School of Business   1993 — 1995
MBA, Finance

CFA Institute
CFA, Investments and Securities

St. Olaf College   1984 — 1988
BA, Economics

Ted Ghislandi Ted Ghislandi Greater Boston Area Details
Ted Ghislandi's Holt Value Associates Experience March 2000 - February 2002
Job Director, Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  February 2002 - Present
HOLT Value Associates   March 2000 - February 2002
Everen Securities  April 1999 - March 2000
Lexington Steel   June 1993 - March 1999

Skills
Valuation, Marketing Strategy, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Equity Research, Series 7, Credit, Management, Asset Management, Hedge Funds, Emerging Markets, Derivatives, Securities, Financial Analysis, Financial Markets

Education
Lake Forest Graduate School of Management   1997 — 2001
Masters, Business Administration

St. Norbert College   1988 — 1992
BA, Communications

Loyola Academy College Prep   1984 — 1988

Steven Bock Steven Bock Greater Chicago Area Details
Steven Bock's Holt Value Associates Experience September 1996 - February 2002
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse HOLT  2002 - Present
HOLT Value Associates   September 1996 - February 2002
Price Waterhouse  July 1993 - September 1996
Gainer Bank   June 1989 - August 1991

Skills
Valuation, Equities, Financial Modeling, Investment Banking, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investments, Private Equity, Corporate Finance, Derivatives, Equity Research, Equity Valuation, Finance, Financial Analysis, Due Diligence, Fixed Income

Education
University of Illinois at Urbana-Champaign   1991 — 1993
Master of Business Administration, Finance

Indiana University Bloomington   1985 — 1989
B.S, Finance

Matt Halkyard Matt Halkyard Greater Chicago Area Details
Matt Halkyard's Holt Value Associates Experience 1997 - 2001
Job Portfolio Manager at IronBridge Capital Management
Industry Financial Services
Experience
IronBridge   September 2005 - Present
IronBridge Capital Management  September 2005 - Present
Credit Suisse First Boston  2001 - 2004
Credit Suisse  2001 - 2004
HOLT Value Associates   1997 - 2001

Skills
Equities, Hedge Funds, Valuation, Investments, Asset Management, Financial Modeling, Portfolio Management

Education
Indiana University Bloomington   1987 — 1991
BSc, Accounting

LFHS

Joseph Cursio Joseph Cursio Greater Chicago Area Details
Joseph Cursio's Holt Value Associates Experience 1991 - 1996
Job Adjuct Professor at Northeastern Illinois University
Industry Investment Management
Experience
Northeastern Illinois University  September 2015 - Present
Benedictine University  September 2014 - Present
Illinois Institute of Technology  September 2012 - Present
Credit Suisse  2002 - 2009
HOLT   1990 - 2002
HOLT Value Associates   1991 - 1996
The Boston Consulting Group  1987 - 1991

Skills
R, Matlab, Stata, Python, SPSS, Java, Programming Languages, Fortran, Quantitative Finance, Bloomberg, Derivatives, VBA, Valuation, Databases, Portfolio Management, Equities

Education
Illinois Institute of Technology   2011 — 2014
PhD, Management

Illinois Institute of Technology   2009 — 2011
Masters, Finance

Patricia Arthurs Patricia Arthurs Greater Chicago Area Details
Patricia Arthurs's Holt Value Associates Experience August 1999 - February 2002
Job Sr. Project Manager at Project Management Consultant
Industry Financial Services
Experience
Project Management Consultant  September 2011 - Present
Credit Suisse  February 2002 - March 2010
HOLT Value Associates   August 1999 - February 2002
Chicago Police Department  1998 - 1999
Chicago Police Department  1996 - 1998

Skills
Customer Relations, Help Desk Management, Business Analysis, Process Improvement, Project Portfolio..., Software Project..., Client Services, Software Implementation, Business Intelligence..., Dashboards, Financial Software, CRM software, Management, Consulting, Requirements Gathering, Business Requirements, Testing, Visio, Business Process, PMO, Resource Management, SharePoint, Requirements Analysis, Project Management, Software Documentation, Relationship Management, Project Delivery, Analytics, Integration, Call Centers, CRM, Customer Service, Financial Services

Education
Lake Forest Graduate School of Management   2005 — 2009
MBA

Western Illinois University   1988 — 1991
BA, Communications

Frances Dal Santo Frances Dal Santo Greater San Diego Area Details
Frances Dal Santo's Holt Value Associates Experience October 2001 - January 2002
Job Network Engineer at Gazos Creek
Industry Computer Networking
Experience
Gazos Creek   July 2014 - Present
Baghouse.com   October 2011 - October 2014
Kamea Networks & Technology, Inc   October 2007 - July 2014
City of Batavia, IL   July 2004 - 2007
Widepoint  August 2002 - May 2004
Holt Value Associates   October 2001 - January 2002
Frances Dal Santo   April 1999 - October 2001
Caprel Computer Services   October 1998 - April 1999
Zurich North America  December 1995 - August 1998

Skills
Servers, Windows Server, Active Directory, VMware, Customer Service, Microsoft Exchange, Mac OS, Windows 7, Research, Technology, Salesforce.com, Technical Documentation, Project Management, Office 365, MDT, Windows 8.1, Wireless Networking, Network Administration, Systems Engineering, Avaya Technologies

Education
University of Phoenix
Bachelor of Science (BS), Information Systems