Hunter Wise Financial Group, LLC
Industry: Company
DescriptionFounded: 2000 Subsidiaries: Hunter Wise Securities, LLC, Hunter Wise Commodities LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportHunter Wise Financial GroupWebsiteDirections Saved (0) Saved Save Financial planner in Grand Blanc Township, Michigan Address: 8445 Saginaw Rd # 200, Grand Blanc, MI 48439 Phone: (810) 603-3978: : Category: : : Website: Place name: : Hours: : Website: http://www.hunterwise.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Hunter Wise Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
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Hunter Wise Financial Group, LLC Employees
Employee
Years
Job
Industry
Daniel Camara Daniel Camara's Hunter Wise Financial Group, LLC Experience May 2012 - May 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Cielo Private Equity September 2013 - April 2014
Citigroup June 2013 - August 2013
Hunter Wise Financial Group, LLC May 2012 - May 2013
Fulcrum Capital February 2012 - May 2012
Integrated Financial Planning Center September 2011 - December 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting (MPA), Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Goldman Sachs July 2014 - Present
Cielo Private Equity September 2013 - April 2014
Citigroup June 2013 - August 2013
Hunter Wise Financial Group, LLC May 2012 - May 2013
Fulcrum Capital February 2012 - May 2012
Integrated Financial Planning Center September 2011 - December 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2014
Master in Professional Accounting (MPA), Financial Reporting and Assurance
The University of Texas at Austin - Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Brian Blanchard's Hunter Wise Financial Group, LLC Experience February 2000 - May 2001
Job Business Development Officer at First Sterling Financial
Industry Financial Services
Experience
First Sterling Financial November 2013 - Present
WNC & Associates October 2011 - October 2013
WNC & Associates March 2011 - October 2011
WNC & Associates October 2009 - March 2011
Marino Capital Partners May 2001 - October 2009
Hunter Wise Financial Group, LLC February 2000 - May 2001
Dinan & Company May 1998 - November 1999
Skills
Series 7, Finance, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Private Equity, Investment Banking, Securities, Fixed Income, Banking, Financial Services, Management, Trading, Private Placements, Marketing, Sales, Valuation
Education
Nicholls State University 1986 — 1990
BS, Business
First Sterling Financial November 2013 - Present
WNC & Associates October 2011 - October 2013
WNC & Associates March 2011 - October 2011
WNC & Associates October 2009 - March 2011
Marino Capital Partners May 2001 - October 2009
Hunter Wise Financial Group, LLC February 2000 - May 2001
Dinan & Company May 1998 - November 1999
Skills
Series 7, Finance, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Private Equity, Investment Banking, Securities, Fixed Income, Banking, Financial Services, Management, Trading, Private Placements, Marketing, Sales, Valuation
Education
Nicholls State University 1986 — 1990
BS, Business
Timothy Lunsford Timothy Lunsford's Hunter Wise Financial Group, LLC Experience March 2012 - April 2014
Job Photography, Film and Video Editing
Industry Motion Pictures and Film
Experience
Iron Sound Productions October 2013 - Present
Exit House Films January 2013 - Present
Hunter Wise Financial Group, LLC March 2012 - April 2014
MovieWeb.com February 2006 - March 2012
FlexPoint Funding February 2003 - March 2005
Skills
Team Leadership, Technical Support, Operations Management, Photoshop, Microsoft Office, Telecommunications, Auditing, Web Design, Graphic Design, Music Videos, Data Entry, Employee Training, Editing, Web Content, Mac, OS X, Software Documentation, Layout, Digital Media, Adobe Acrobat, Videography, New Media, Social Media, Final Cut Pro, Photography, Leadership, Management, Training, Video, Editorial
Education
Huntington Beach High School
Orange Coast College
Iron Sound Productions October 2013 - Present
Exit House Films January 2013 - Present
Hunter Wise Financial Group, LLC March 2012 - April 2014
MovieWeb.com February 2006 - March 2012
FlexPoint Funding February 2003 - March 2005
Skills
Team Leadership, Technical Support, Operations Management, Photoshop, Microsoft Office, Telecommunications, Auditing, Web Design, Graphic Design, Music Videos, Data Entry, Employee Training, Editing, Web Content, Mac, OS X, Software Documentation, Layout, Digital Media, Adobe Acrobat, Videography, New Media, Social Media, Final Cut Pro, Photography, Leadership, Management, Training, Video, Editorial
Education
Huntington Beach High School
Orange Coast College
Kyle Wild Kyle Wild's Hunter Wise Financial Group, LLC Experience February 2011 - February 2013
Job Architecture & Planning Professional
Industry Architecture & Planning
Experience
Self-employed 2009 - Present
Hunter Wise Financial Group, LLC February 2011 - February 2013
Skills
AutoCAD, Microsoft Office, Photoshop, Architecture, Architectural Design, SketchUp, Construction, Sustainable Design, Project Management, Design Research
Education
University of Nevada-Las Vegas 2009 — 2014
Bachelor of Architecture (B.Arch.), Architecture
Skyline College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Self-employed 2009 - Present
Hunter Wise Financial Group, LLC February 2011 - February 2013
Skills
AutoCAD, Microsoft Office, Photoshop, Architecture, Architectural Design, SketchUp, Construction, Sustainable Design, Project Management, Design Research
Education
University of Nevada-Las Vegas 2009 — 2014
Bachelor of Architecture (B.Arch.), Architecture
Skyline College 2006 — 2008
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Sid Shaver Sid Shaver's Hunter Wise Financial Group, LLC Experience 2002 - 2010
Job Managing Director, Statesman Corporate Finance, LLC
Industry Investment Banking
Experience
Statesman Corporate Finance LLC January 2011 - Present
Alliance of Merger & Acquisition Advisors 2000 - Present
Hunter Wise Financial Group, LLC 2002 - 2010
Weinstein Spira & Company 2000 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Private Placements, Investment Banking, Mergers, Series 7, Series 24, Uniform Combined State..., Financial Analysis, Securities, Finance, Investments, Financial Advisory
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Statesman Corporate Finance LLC January 2011 - Present
Alliance of Merger & Acquisition Advisors 2000 - Present
Hunter Wise Financial Group, LLC 2002 - 2010
Weinstein Spira & Company 2000 - 2010
Skills
Mergers & Acquisitions, Corporate Finance, Valuation, Due Diligence, Private Equity, Private Placements, Investment Banking, Mergers, Series 7, Series 24, Uniform Combined State..., Financial Analysis, Securities, Finance, Investments, Financial Advisory
Education
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Frank Patton Frank Patton's Hunter Wise Financial Group, LLC Experience February 2002 - August 2004
Job Chief Financial Officer at Nextremity Solutions
Industry Medical Devices
Experience
Zimmer March 2012 - March 2013
Systems Services of America June 2009 - February 2012
FUNfinder Inc. June 2007 - June 2009
Legacy Distribution Group Inc. August 2004 - January 2007
Hunter Wise Financial Group, LLC February 2002 - August 2004
Alliant Foodservice Inc. January 2001 - February 2002
Alliant Foodservice Inc. July 1999 - January 2001
Alliant Foodservice Inc. October 1998 - July 1999
Baxter Healthcare January 1998 - October 1998
Ameritech December 1996 - January 1998
Skills
Mergers, Accounting, Financial Analysis, Financial Modeling, IPO, Due Diligence, Divestitures, Corporate Finance, Strategic Planning, Financial Reporting, Forecasting, Private Equity, Leadership, Business Transformation, Technology, General Ledger, Global Business..., Cost Accounting, Process Improvement, Mergers & Acquisitions, Income Statement, Inventory Management, Executive Management, Management, Strategy, Pricing, Budgets, Risk Management, Auditing, Internal Controls, P&L
Education
University of Arizona, Eller College of Management 1983 — 1988
Bachelor of Science, Accounting and Finance
Greenway High School 1980 — 1983
Zimmer March 2012 - March 2013
Systems Services of America June 2009 - February 2012
FUNfinder Inc. June 2007 - June 2009
Legacy Distribution Group Inc. August 2004 - January 2007
Hunter Wise Financial Group, LLC February 2002 - August 2004
Alliant Foodservice Inc. January 2001 - February 2002
Alliant Foodservice Inc. July 1999 - January 2001
Alliant Foodservice Inc. October 1998 - July 1999
Baxter Healthcare January 1998 - October 1998
Ameritech December 1996 - January 1998
Skills
Mergers, Accounting, Financial Analysis, Financial Modeling, IPO, Due Diligence, Divestitures, Corporate Finance, Strategic Planning, Financial Reporting, Forecasting, Private Equity, Leadership, Business Transformation, Technology, General Ledger, Global Business..., Cost Accounting, Process Improvement, Mergers & Acquisitions, Income Statement, Inventory Management, Executive Management, Management, Strategy, Pricing, Budgets, Risk Management, Auditing, Internal Controls, P&L
Education
University of Arizona, Eller College of Management 1983 — 1988
Bachelor of Science, Accounting and Finance
Greenway High School 1980 — 1983
Dan McClory's Hunter Wise Financial Group, LLC Experience January 2003 - January 2014
Job Managing Director, Head of China and Head of West Coast Investment Banking at Burnham Securities Inc.
Industry Investment Banking
Experience
Burnham Securities Inc. February 2014 - Present
GenNext 2009 - Present
Hunter Wise Financial Group, LLC January 2003 - January 2014
Skills
Mergers, Private Placements, Venture Capital, Private Equity, IPO, Corporate Finance, Investment Banking, Due Diligence, Investments, Equities, Valuation, Financial Modeling, Corporate Development, Business Strategy, Finance, Mergers & Acquisitions, Securities, Capital Markets, Capital, Portfolio Management, M&A experience, Alternative Investments, Emerging Markets, Business Valuation, Financial Advisory, Strategy, Start-ups, Hedge Funds, Asset Management, Restructuring, Business Development, Investor Relations, Funding, International Business, Acquisitions
Education
Eastern Michigan University 1977 — 1982
B.S., English
Burnham Securities Inc. February 2014 - Present
GenNext 2009 - Present
Hunter Wise Financial Group, LLC January 2003 - January 2014
Skills
Mergers, Private Placements, Venture Capital, Private Equity, IPO, Corporate Finance, Investment Banking, Due Diligence, Investments, Equities, Valuation, Financial Modeling, Corporate Development, Business Strategy, Finance, Mergers & Acquisitions, Securities, Capital Markets, Capital, Portfolio Management, M&A experience, Alternative Investments, Emerging Markets, Business Valuation, Financial Advisory, Strategy, Start-ups, Hedge Funds, Asset Management, Restructuring, Business Development, Investor Relations, Funding, International Business, Acquisitions
Education
Eastern Michigan University 1977 — 1982
B.S., English
Jon Wiley Jon Wiley's Hunter Wise Financial Group, LLC Experience September 2003 - March 2015
Job Managing Partner at DealSource Partners
Industry Financial Services
Experience
DealSource Partners March 2015 - Present
Hunter Wise Financial Group, LLC September 2003 - March 2015
Institute of Financial Management 2001 - 2003
First National Bank of Longmont 1999 - 2000
Standard & Poor's Compustat 1996 - 1999
Skills
Mergers, Mergers & Acquisitions, Investments, Finance, Private Equity, Recapitalizations, Due Diligence, Investment Banking, Valuation, Corporate Finance, Restructuring, Equities, Financial Analysis, Private Placements, Strategy, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
DealSource Partners March 2015 - Present
Hunter Wise Financial Group, LLC September 2003 - March 2015
Institute of Financial Management 2001 - 2003
First National Bank of Longmont 1999 - 2000
Standard & Poor's Compustat 1996 - 1999
Skills
Mergers, Mergers & Acquisitions, Investments, Finance, Private Equity, Recapitalizations, Due Diligence, Investment Banking, Valuation, Corporate Finance, Restructuring, Equities, Financial Analysis, Private Placements, Strategy, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2001
MBA, Finance
University of Colorado Boulder 1990 — 1994
BS, Business
Gary E. Lotzer Gary E. Lotzer's Hunter Wise Financial Group, LLC Experience March 2012 - April 2015
Job Partner at Vantera Partners, LLC
Industry Venture Capital & Private Equity
Experience
Vantera Partners, LLC January 2013 - Present
Hunter Wise Financial Group, LLC March 2012 - April 2015
Sirius Capital, LLC 2004 - March 2012
ICX Electronics, Inc. January 1998 - June 2003
Skills
Capital, Mergers, Private Equity, Venture Capital, Ventures, Buyouts, Due Diligence, Entrepreneur, Growth Capital, Start-ups, Middle Market, Deal Sourcing, Mezzanine, Valuation, Exits, Angel Investing, Business Plan Evaluation, Strategic Planning, Deal Execution, Small Business, Deal Flow, Entrepreneurship, Corporate Finance, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Development, Financial Advisory, Divestitures, LBO, IPO, M&A experience, Business Brokerage, Private Placements
Education
Thunderbird School of Global Management 2001 — 2001
Executive Program in International Business
University of Wisconsin-Madison 1971 — 1974
Vantera Partners, LLC January 2013 - Present
Hunter Wise Financial Group, LLC March 2012 - April 2015
Sirius Capital, LLC 2004 - March 2012
ICX Electronics, Inc. January 1998 - June 2003
Skills
Capital, Mergers, Private Equity, Venture Capital, Ventures, Buyouts, Due Diligence, Entrepreneur, Growth Capital, Start-ups, Middle Market, Deal Sourcing, Mezzanine, Valuation, Exits, Angel Investing, Business Plan Evaluation, Strategic Planning, Deal Execution, Small Business, Deal Flow, Entrepreneurship, Corporate Finance, Business Strategy, Business Planning, Mergers & Acquisitions, Corporate Development, Financial Advisory, Divestitures, LBO, IPO, M&A experience, Business Brokerage, Private Placements
Education
Thunderbird School of Global Management 2001 — 2001
Executive Program in International Business
University of Wisconsin-Madison 1971 — 1974
Ralph Liu Ralph Liu's Hunter Wise Financial Group, LLC Experience October 2013 - March 2015
Job Founder at Farjao
Industry Investment Banking
Experience
Farjao April 2015 - Present
AopDex March 2015 - Present
WeHomeowners June 2012 - Present
InvestorsAlly, Inc. June 2010 - Present
PeoplesAlly Foundation June 2010 - Present
Advanced e-Financial Technologies, Inc. (AeFT) November 2000 - Present
Hunter Wise Financial Group, LLC October 2013 - March 2015
Crowdfunders Choice January 2012 - February 2015
REIDeX, Inc. April 2006 - November 2010
China Everbright Bank January 2005 - April 2006
Skills
Venture Capital, Investment Banking, Investment Management, Private Equity, Private Placements, Real Estate Economics, Real Estate Financing, Brokerage, Social Networking, Real Estate Transactions, Start-up Ventures, Crowdfunding, Social Entrepreneurship, Internet Entrepreneur, Economic Research, Personal Financial..., Housing Finance, Collaborative..., Peer-to-peer, Capital Markets, Entrepreneurship, Investments, Mergers & Acquisitions, Securities, Funding, Portfolio Management, Business Strategy, Economics, Management, Derivatives, Corporate Finance, Start-ups, Bonds, Mortgage Lending, Valuation, Capital, Real Estate, Emerging Markets, Investment Properties, Financial Structuring, E-commerce, Equities, Finance, Fundraising, Trading, Capital Raising, Angel Investing, Corporate Development, Loans, Banking
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, MBA in Finance
New York University 1986 — 1986
Graduate Study, MA in Economics
University of Michigan 1984 — 1985
Doctoral Study, PhD in Chemical Engineering
University of Pennsylvania 1984 — 1985
Graduate Study, MSE in Computer and Information Science
Rice University 1983 — 1984
MChE, MChE in Chemical Engineering
National Taiwan University 1976 — 1981
BSE, BSE in Chemical Engineering
Farjao April 2015 - Present
AopDex March 2015 - Present
WeHomeowners June 2012 - Present
InvestorsAlly, Inc. June 2010 - Present
PeoplesAlly Foundation June 2010 - Present
Advanced e-Financial Technologies, Inc. (AeFT) November 2000 - Present
Hunter Wise Financial Group, LLC October 2013 - March 2015
Crowdfunders Choice January 2012 - February 2015
REIDeX, Inc. April 2006 - November 2010
China Everbright Bank January 2005 - April 2006
Skills
Venture Capital, Investment Banking, Investment Management, Private Equity, Private Placements, Real Estate Economics, Real Estate Financing, Brokerage, Social Networking, Real Estate Transactions, Start-up Ventures, Crowdfunding, Social Entrepreneurship, Internet Entrepreneur, Economic Research, Personal Financial..., Housing Finance, Collaborative..., Peer-to-peer, Capital Markets, Entrepreneurship, Investments, Mergers & Acquisitions, Securities, Funding, Portfolio Management, Business Strategy, Economics, Management, Derivatives, Corporate Finance, Start-ups, Bonds, Mortgage Lending, Valuation, Capital, Real Estate, Emerging Markets, Investment Properties, Financial Structuring, E-commerce, Equities, Finance, Fundraising, Trading, Capital Raising, Angel Investing, Corporate Development, Loans, Banking
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, MBA in Finance
New York University 1986 — 1986
Graduate Study, MA in Economics
University of Michigan 1984 — 1985
Doctoral Study, PhD in Chemical Engineering
University of Pennsylvania 1984 — 1985
Graduate Study, MSE in Computer and Information Science
Rice University 1983 — 1984
MChE, MChE in Chemical Engineering
National Taiwan University 1976 — 1981
BSE, BSE in Chemical Engineering
Russell S Gorman Russell S Gorman's Hunter Wise Financial Group, LLC Experience December 2009 - January 2011
Job Founder & Managing Director Gorman Capital Strategies, LLC
Industry Financial Services
Experience
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Allan Siposs Allan Siposs's Hunter Wise Financial Group, LLC Experience March 2005 - November 2005
Job Seasoned M&A Intermediary & ResultsOriented Dealmaker
Industry Financial Services
Experience
FMV Capital Markets, LLC September 2005 - Present
Hunter Wise Financial Group, LLC March 2005 - November 2005
Citigroup Capital Strategies June 1990 - March 2005
Skills
Mergers, Private Equity, Venture Capital, Corporate Finance, Valuation, Investment Banking, Strategy, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Investments, Capital Markets, Leadership, Financial Modeling, Business Strategy, CRM, Business Valuation, Financial Analysis, Corporate Development, Equities, Finance, Due Diligence, Divestitures, M&A experience, Financial Structuring, Restructuring
Education
University of California, Irvine - The Paul Merage School of Business 1984 — 1987
Masters of Business Administration, Finance
FMV Capital Markets, LLC September 2005 - Present
Hunter Wise Financial Group, LLC March 2005 - November 2005
Citigroup Capital Strategies June 1990 - March 2005
Skills
Mergers, Private Equity, Venture Capital, Corporate Finance, Valuation, Investment Banking, Strategy, Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Investments, Capital Markets, Leadership, Financial Modeling, Business Strategy, CRM, Business Valuation, Financial Analysis, Corporate Development, Equities, Finance, Due Diligence, Divestitures, M&A experience, Financial Structuring, Restructuring
Education
University of California, Irvine - The Paul Merage School of Business 1984 — 1987
Masters of Business Administration, Finance
Larry Bear's Hunter Wise Financial Group, LLC Experience August 2013 - September 2014
Job Managing Partner at Dealsource Partners LLC
Industry Capital Markets
Experience
Dealsource Partners LLC September 2014 - Present
SBC Partners LLC January 2011 - Present
Hunter Wise Financial Group, LLC August 2013 - September 2014
Kildare Capital, Inc January 2013 - July 2013
Port Answer January 2007 - November 2012
Bear & Company January 1990 - December 2006
Geneva Capital Markets April 1987 - April 1990
Skills
Mergers, Private Equity, Strategic Planning, Small Business, Contract Negotiation, Business Strategy, Marketing Strategy, Negotiation, Budgets, Mergers & Acquisitions, Entrepreneurship, Strategy, Start-ups, Finance, Capital, Investment Banking, Valuation, Turnaround Experience, Exit Strategies, Due Diligence, Equities, Corporate Finance, Private Placements, Investments, Management, Financial Structuring, Venture Capital, Corporate Development, Funding, Financial Advisory, Growth Capital, Divestitures, IPO, Financial Modeling, Business Valuation, M&A experience, Executive Management, Capital Raising, Structured Finance, Restructuring, LBO, Leveraged Finance, Investor Relations, Capital Markets, Hedge Funds, Portfolio Management, Debt Restructuring, Emerging Markets, Middle Market, Business Brokerage
Education
University of Illinois 1960 — 1964
Bachelor of Science (BS), Business Administration and Management
Harvard Business School 1979 — 1980
Smaller Company Management Program
Dealsource Partners LLC September 2014 - Present
SBC Partners LLC January 2011 - Present
Hunter Wise Financial Group, LLC August 2013 - September 2014
Kildare Capital, Inc January 2013 - July 2013
Port Answer January 2007 - November 2012
Bear & Company January 1990 - December 2006
Geneva Capital Markets April 1987 - April 1990
Skills
Mergers, Private Equity, Strategic Planning, Small Business, Contract Negotiation, Business Strategy, Marketing Strategy, Negotiation, Budgets, Mergers & Acquisitions, Entrepreneurship, Strategy, Start-ups, Finance, Capital, Investment Banking, Valuation, Turnaround Experience, Exit Strategies, Due Diligence, Equities, Corporate Finance, Private Placements, Investments, Management, Financial Structuring, Venture Capital, Corporate Development, Funding, Financial Advisory, Growth Capital, Divestitures, IPO, Financial Modeling, Business Valuation, M&A experience, Executive Management, Capital Raising, Structured Finance, Restructuring, LBO, Leveraged Finance, Investor Relations, Capital Markets, Hedge Funds, Portfolio Management, Debt Restructuring, Emerging Markets, Middle Market, Business Brokerage
Education
University of Illinois 1960 — 1964
Bachelor of Science (BS), Business Administration and Management
Harvard Business School 1979 — 1980
Smaller Company Management Program
Jessica Rhynalds's Hunter Wise Financial Group, LLC Experience July 2009 - 2010
Job Sr. Social Influencer and Brand Strategist at Maker Studios Inc
Industry Marketing and Advertising
Experience
Maker Studios Inc 2015 - Present
Speakr 2014 - 2015
Adly, Inc August 2014 - December 2014
Social Reality 2013 - 2014
Cashmere Agency & Stampede Management 2011 - 2013
NiteGuide Media 2010 - 2011
Mediaplanet 2010 - 2011
Hunter Wise Financial Group, LLC July 2009 - 2010
Blackhawks Lacrosse 2009 - 2010
Premise Immersive Marketing May 2009 - August 2009
Skills
Public Relations, Online Marketing, Advertising Sales, Social Media, Marketing, Publishing, Publicity, Event Management, Sales, New Media, Sponsorship, Networking, Merchandising, Licensing, Business Development, Branded Entertainment, Editing, Social Networking, Process Scheduler, Social Media Marketing, Journalism, Digital Media, Blogging, Marketing Communications, Advertising, Press Releases, Digital Marketing, Marketing Strategy, Brand Management, Facebook, Media Relations, Online Advertising, Film, Brand Development, Digital Strategy, Copywriting, Content Strategy, Event Planning, YouTube, Salesforce.com, Vaccinations
Education
California State University-Chico 2007 — 2009
Degree: Bachelor of Arts, Journalism; Public Relations
Stephen Decatur High School 2000 — 2004
High School Diploma
Gladstone Park Secondary College 2002 — 2003
Exchange Student
Maker Studios Inc 2015 - Present
Speakr 2014 - 2015
Adly, Inc August 2014 - December 2014
Social Reality 2013 - 2014
Cashmere Agency & Stampede Management 2011 - 2013
NiteGuide Media 2010 - 2011
Mediaplanet 2010 - 2011
Hunter Wise Financial Group, LLC July 2009 - 2010
Blackhawks Lacrosse 2009 - 2010
Premise Immersive Marketing May 2009 - August 2009
Skills
Public Relations, Online Marketing, Advertising Sales, Social Media, Marketing, Publishing, Publicity, Event Management, Sales, New Media, Sponsorship, Networking, Merchandising, Licensing, Business Development, Branded Entertainment, Editing, Social Networking, Process Scheduler, Social Media Marketing, Journalism, Digital Media, Blogging, Marketing Communications, Advertising, Press Releases, Digital Marketing, Marketing Strategy, Brand Management, Facebook, Media Relations, Online Advertising, Film, Brand Development, Digital Strategy, Copywriting, Content Strategy, Event Planning, YouTube, Salesforce.com, Vaccinations
Education
California State University-Chico 2007 — 2009
Degree: Bachelor of Arts, Journalism; Public Relations
Stephen Decatur High School 2000 — 2004
High School Diploma
Gladstone Park Secondary College 2002 — 2003
Exchange Student
Dr. Chris Gayde Dr. Chris Gayde's Hunter Wise Financial Group, LLC Experience July 2006 - February 2015
Job Managing Director at Ascendiant Capital Markets
Industry Investment Banking
Experience
Ascendiant Capital Markets February 2015 - Present
Hunter Wise Financial Group, LLC July 2006 - February 2015
Christopher Gayde, DDS 1991 - 2009
Skills
Corporate Finance, Finance, Mergers, Executive Management, Investment Banking, Business Strategy, Dentistry, Medical Devices, Team Building, Mergers & Acquisitions, Sales, Venture Capital, Private Placements, Corporate Development, Entrepreneurship, Private Equity, Healthcare, Divestitures, Equities
Education
University of Minnesota-Twin Cities 1985 — 1986
DDS, Dental General Practice Residency
University of Detroit Mercy 1981 — 1985
DDS, Dentistry
University of Detroit Mercy 1977 — 1981
B.S., Biology
Brother Rice High School 1974 — 1977
Ascendiant Capital Markets February 2015 - Present
Hunter Wise Financial Group, LLC July 2006 - February 2015
Christopher Gayde, DDS 1991 - 2009
Skills
Corporate Finance, Finance, Mergers, Executive Management, Investment Banking, Business Strategy, Dentistry, Medical Devices, Team Building, Mergers & Acquisitions, Sales, Venture Capital, Private Placements, Corporate Development, Entrepreneurship, Private Equity, Healthcare, Divestitures, Equities
Education
University of Minnesota-Twin Cities 1985 — 1986
DDS, Dental General Practice Residency
University of Detroit Mercy 1981 — 1985
DDS, Dentistry
University of Detroit Mercy 1977 — 1981
B.S., Biology
Brother Rice High School 1974 — 1977
Dana Newman Dana Newman's Hunter Wise Financial Group, LLC Experience November 2010 - August 2011
Job Owner at Fine Art by Dana
Industry Fine Art
Experience
Fine Art by Dana January 1988 - Present
The Art Studio March 2012 - November 2013
Hunter Wise Financial Group, LLC November 2010 - August 2011
Skills
Private Placements, Investments, Logo Design, Strategic Planning, Small Business, Entrepreneurship, Asset Managment, Advertising, Team Building, Sales, Marketing Strategy, Customer Service, Management, Kung Fu, Business Development, Marketing, Painting, Watercolor
Education
The School of the Art Institute of Chicago 1979 — 1982
Scientific Illustration
Art Instruction School Minn,Minn 1973 — 1976
Fine/Studio Arts, General
Fine Art by Dana January 1988 - Present
The Art Studio March 2012 - November 2013
Hunter Wise Financial Group, LLC November 2010 - August 2011
Skills
Private Placements, Investments, Logo Design, Strategic Planning, Small Business, Entrepreneurship, Asset Managment, Advertising, Team Building, Sales, Marketing Strategy, Customer Service, Management, Kung Fu, Business Development, Marketing, Painting, Watercolor
Education
The School of the Art Institute of Chicago 1979 — 1982
Scientific Illustration
Art Instruction School Minn,Minn 1973 — 1976
Fine/Studio Arts, General
Diana Costain Diana Costain's Hunter Wise Financial Group, LLC Experience 2003 - 2004
Job President at Buy The Sun
Industry Real Estate
Experience
Buy the Sun Group Inc BTS June 2010 - Present
Hunter Wise Financial Group, LLC 2003 - 2004
Xcert Software, Inc 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Sales, Business Development, Mortgage Lending, Finance, Securities, Sellers, Commercial Real Estate, Marketing, Strategy, Brokerage, Management, Construction
Education
Simon Fraser University
Business
The University of British Columbia
Buy the Sun Group Inc BTS June 2010 - Present
Hunter Wise Financial Group, LLC 2003 - 2004
Xcert Software, Inc 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Sales, Business Development, Mortgage Lending, Finance, Securities, Sellers, Commercial Real Estate, Marketing, Strategy, Brokerage, Management, Construction
Education
Simon Fraser University
Business
The University of British Columbia
William Owen's Hunter Wise Financial Group, LLC Experience December 2014 - May 2015
Job Financial Consultant
Industry Financial Services
Experience
Self Employed March 2014 - Present
Hunter Wise Financial Group, LLC December 2014 - May 2015
Hunter Wise Financial Group, LLC August 2014 - December 2014
Ascendiant Capital Markets, LLC June 2011 - March 2014
Hunter Wise Financial Group, LLC January 2009 - January 2012
Outdoor Channel Holdings, Inc. September 2003 - December 2007
Outdoor Channel September 2003 - December 2007
Cruttenden Partners/E*OFFERING October 1998 - March 2003
Cruttenden Roth April 1991 - October 1998
Teurk & Associates January 1990 - April 1991
Skills
Mergers, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Business Valuation, Investment Banking, Equities, Finance, Business Strategy, Restructuring, Securities, Investments, Mergers & Acquisitions, Private Placements, Capital, Valuation, Divestitures, IPO, Financial Analysis, Financial Modeling, Alternative Investments, Financial Services, M&A experience, Investor Relations, Hedge Funds, LBO, Start-ups, Strategic Financial..., Mezzanine, Portfolio Management, Acquisitions, Financial Structuring, Recapitalizations, Asset Management, Leveraged Finance, Financial Advisory, Equity Research, Structured Finance, Executive Management, Funding, FINRA, Series 7, Equity Valuation, Investment Management, Acquisition Integration, Emerging Markets, Growth Capital
Education
University of California, Irvine - The Paul Merage School of Business 1980 — 1982
MBA, Finance & Accounting
Fort Lewis College 1976 — 1980
BBA, Business Administration
Durango High School 1972 — 1976
Self Employed March 2014 - Present
Hunter Wise Financial Group, LLC December 2014 - May 2015
Hunter Wise Financial Group, LLC August 2014 - December 2014
Ascendiant Capital Markets, LLC June 2011 - March 2014
Hunter Wise Financial Group, LLC January 2009 - January 2012
Outdoor Channel Holdings, Inc. September 2003 - December 2007
Outdoor Channel September 2003 - December 2007
Cruttenden Partners/E*OFFERING October 1998 - March 2003
Cruttenden Roth April 1991 - October 1998
Teurk & Associates January 1990 - April 1991
Skills
Mergers, Venture Capital, Private Equity, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Business Valuation, Investment Banking, Equities, Finance, Business Strategy, Restructuring, Securities, Investments, Mergers & Acquisitions, Private Placements, Capital, Valuation, Divestitures, IPO, Financial Analysis, Financial Modeling, Alternative Investments, Financial Services, M&A experience, Investor Relations, Hedge Funds, LBO, Start-ups, Strategic Financial..., Mezzanine, Portfolio Management, Acquisitions, Financial Structuring, Recapitalizations, Asset Management, Leveraged Finance, Financial Advisory, Equity Research, Structured Finance, Executive Management, Funding, FINRA, Series 7, Equity Valuation, Investment Management, Acquisition Integration, Emerging Markets, Growth Capital
Education
University of California, Irvine - The Paul Merage School of Business 1980 — 1982
MBA, Finance & Accounting
Fort Lewis College 1976 — 1980
BBA, Business Administration
Durango High School 1972 — 1976
David Luvisa David Luvisa's Hunter Wise Financial Group, LLC Experience September 2007 - October 2014
Job Managing Partner at DealSource Partners, LLC
Industry Financial Services
Experience
DealSource Partners October 2014 - Present
Hunter Wise Financial Group, LLC September 2007 - October 2014
Citibank 1990 - 2007
Skills
Private Equity, M&A experience, Corporate Development, Mergers & Acquisitions, Private Placements, Venture Capital, Due Diligence, Capital Markets, Divestitures, Business Strategy, Valuation, Corporate Finance, Business Valuation, Financial Modeling, LBO, Mergers, Acquisitions, Restructuring, Equities, Entrepreneurship, Strategy, Investments, Strategic Consulting, Management Consulting, New Business Development
Education
Arizona State University, W. P. Carey School of Business 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Arizona 1977 — 1982
BS, Life Sciences/Chemistry
DealSource Partners October 2014 - Present
Hunter Wise Financial Group, LLC September 2007 - October 2014
Citibank 1990 - 2007
Skills
Private Equity, M&A experience, Corporate Development, Mergers & Acquisitions, Private Placements, Venture Capital, Due Diligence, Capital Markets, Divestitures, Business Strategy, Valuation, Corporate Finance, Business Valuation, Financial Modeling, LBO, Mergers, Acquisitions, Restructuring, Equities, Entrepreneurship, Strategy, Investments, Strategic Consulting, Management Consulting, New Business Development
Education
Arizona State University, W. P. Carey School of Business 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
University of Arizona 1977 — 1982
BS, Life Sciences/Chemistry
Claudia Davis's Hunter Wise Financial Group, LLC Experience March 2008 - August 2014
Job Marketing Director at Citadel Advisory Group, LLC
Industry Investment Banking
Experience
Citadel Advisory Group June 2006 - Present
Hunter Wise Financial Group, LLC March 2008 - August 2014
Certified Vacations Group 1988 - 1998
Delta Air Lines Vacations - Certified Vacations 1988 - 1998
Skills
Mergers, M&A experience, Equities, Investment Banking, Private Placements, Divestitures, Finance, Mergers & Acquisitions, Executive Management, Financial Reporting, Venture Capital, Due Diligence, Corporate Development, Valuation, Financial Analysis, Capital Markets, Financial Advisory, Strategic Planning, Investor Relations, Financial Modeling, Acquisitions, Financial Services, Strategy, Private Equity, Start-ups, Corporate Finance, Capital
Education
Indiana University Bloomington 1982 — 1986
BA, Business, Marketing, Film
Citadel Advisory Group June 2006 - Present
Hunter Wise Financial Group, LLC March 2008 - August 2014
Certified Vacations Group 1988 - 1998
Delta Air Lines Vacations - Certified Vacations 1988 - 1998
Skills
Mergers, M&A experience, Equities, Investment Banking, Private Placements, Divestitures, Finance, Mergers & Acquisitions, Executive Management, Financial Reporting, Venture Capital, Due Diligence, Corporate Development, Valuation, Financial Analysis, Capital Markets, Financial Advisory, Strategic Planning, Investor Relations, Financial Modeling, Acquisitions, Financial Services, Strategy, Private Equity, Start-ups, Corporate Finance, Capital
Education
Indiana University Bloomington 1982 — 1986
BA, Business, Marketing, Film
Karla Bos's Hunter Wise Financial Group, LLC Experience 2000 - 2001
Job Director, Investment Proxy Research at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
ING U.S. Investment Management (now Voya Financial, Inc.) March 2012 - December 2013
ING U.S. Investment Management (now Voya Financial, Inc.) 2007 - 2012
ING U.S. Investment Management (now Voya Financial, Inc.) 2003 - 2007
ING U.S. Investment Management (now Voya Financial, Inc.) 2001 - 2003
Hunter Wise Financial Group, LLC 2000 - 2001
Styling Technology Corp. 1998 - 2000
Gammage & Burnham 1997 - 1998
Bowne 1993 - 1997
Skills
Mutual Funds, Due Diligence, Relationship Management, Corporate Governance, Research, Equities, Project Management, Securities, Public Speaking, Proposal Writing, Report Writing, Team Building, Board Relations, Non-profits, Financial Analysis, Financial Services, Governance, Mergers & Acquisitions, Leadership, Corporate Law, Investor Relations, Investment Management, Analysis, Investments, Capital Markets, Policy, Risk Management
Education
New York University 1982 — 1986
BFA, Theater
Fidelity Investments December 2013 - Present
ING U.S. Investment Management (now Voya Financial, Inc.) March 2012 - December 2013
ING U.S. Investment Management (now Voya Financial, Inc.) 2007 - 2012
ING U.S. Investment Management (now Voya Financial, Inc.) 2003 - 2007
ING U.S. Investment Management (now Voya Financial, Inc.) 2001 - 2003
Hunter Wise Financial Group, LLC 2000 - 2001
Styling Technology Corp. 1998 - 2000
Gammage & Burnham 1997 - 1998
Bowne 1993 - 1997
Skills
Mutual Funds, Due Diligence, Relationship Management, Corporate Governance, Research, Equities, Project Management, Securities, Public Speaking, Proposal Writing, Report Writing, Team Building, Board Relations, Non-profits, Financial Analysis, Financial Services, Governance, Mergers & Acquisitions, Leadership, Corporate Law, Investor Relations, Investment Management, Analysis, Investments, Capital Markets, Policy, Risk Management
Education
New York University 1982 — 1986
BFA, Theater
Bryan Berent's Hunter Wise Financial Group, LLC Experience November 2006 - March 2015
Job Managing Partner/Director
Industry Financial Services
Experience
Blue River Financial Group, Inc. July 2002 - Present
Hunter Wise Financial Group, LLC November 2006 - March 2015
IBM Global Services 1993 - 2002
Price Waterhouse Coopers 1989 - 1993
Skills
Strategy, CRM, Venture Capital, Mergers, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategic Planning, New Business Development, Valuation, Start-ups, Entrepreneurship, Financial Analysis, Business Planning, Management Consulting, Mergers & Acquisitions, Corporate Development, Restructuring, Risk Management, Recapitalizations, Private Placements, Investment Banking, M&A experience, Management, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1989
MBA, Corp Strategy & Corp Finance
University of Michigan 1976 — 1980
BGS, Accounting & Statistics
Blue River Financial Group, Inc. July 2002 - Present
Hunter Wise Financial Group, LLC November 2006 - March 2015
IBM Global Services 1993 - 2002
Price Waterhouse Coopers 1989 - 1993
Skills
Strategy, CRM, Venture Capital, Mergers, Private Equity, Corporate Finance, Business Strategy, Due Diligence, Strategic Planning, New Business Development, Valuation, Start-ups, Entrepreneurship, Financial Analysis, Business Planning, Management Consulting, Mergers & Acquisitions, Corporate Development, Restructuring, Risk Management, Recapitalizations, Private Placements, Investment Banking, M&A experience, Management, Business Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1989
MBA, Corp Strategy & Corp Finance
University of Michigan 1976 — 1980
BGS, Accounting & Statistics
Julian Trobe's Hunter Wise Financial Group, LLC Experience November 2014 - February 2015
Job Vice President at Ascendiant Capital Markets
Industry Investment Banking
Experience
Ascendiant Captial Markets March 2015 - Present
Hunter Wise Financial Group, LLC November 2014 - February 2015
Burnham Securities Inc. February 2014 - November 2014
Hunter Wise Financial Group, LLC February 2013 - February 2014
Hunter Wise Financial Group, LLC January 2011 - January 2013
ChinaSF June 2009 - August 2009
Skills
Mandarin, Chinese, Corporate Finance, M&A experience, International Business, Investment Banking, Financial Analysis, Private Placements, Capital Markets, Capital IQ, Market Research, Securities Offerings, Debt & Equity Financing, Equity Capital Markets, LBO, Pitch Books, Strategy, Private Equity, Finance, Venture Capital, Investor Relations, Mergers & Acquisitions
Education
University of California, Berkeley 2006 — 2010
B.A., Economics, Chinese, 3.9 GPA
Beijing Language and Culture University
Ascendiant Captial Markets March 2015 - Present
Hunter Wise Financial Group, LLC November 2014 - February 2015
Burnham Securities Inc. February 2014 - November 2014
Hunter Wise Financial Group, LLC February 2013 - February 2014
Hunter Wise Financial Group, LLC January 2011 - January 2013
ChinaSF June 2009 - August 2009
Skills
Mandarin, Chinese, Corporate Finance, M&A experience, International Business, Investment Banking, Financial Analysis, Private Placements, Capital Markets, Capital IQ, Market Research, Securities Offerings, Debt & Equity Financing, Equity Capital Markets, LBO, Pitch Books, Strategy, Private Equity, Finance, Venture Capital, Investor Relations, Mergers & Acquisitions
Education
University of California, Berkeley 2006 — 2010
B.A., Economics, Chinese, 3.9 GPA
Beijing Language and Culture University
Brian Huang's Hunter Wise Financial Group, LLC Experience July 2008 - January 2012
Job IT Risk and Assurance and CISA Candidate
Industry Financial Services
Experience
EY July 2013 - Present
PwC January 2013 - April 2013
DreamWorks Animation January 2012 - August 2012
Hunter Wise Financial Group, LLC July 2008 - January 2012
Oxford Tutoring Center March 2007 - October 2007
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Sarbanes-Oxley Act, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Internal Controls, Mandarin, Microsoft Office, Venture Capital, Business Valuation, Accounts Receivable
Education
California State University-Fullerton 2010 — 2012
Master's of Science, Accounting
University of California, Irvine 2006 — 2009
BA, Economics
Cerritos High School
Cerritos elementary
EY July 2013 - Present
PwC January 2013 - April 2013
DreamWorks Animation January 2012 - August 2012
Hunter Wise Financial Group, LLC July 2008 - January 2012
Oxford Tutoring Center March 2007 - October 2007
Skills
Financial Analysis, Accounting, Finance, Microsoft Excel, Sarbanes-Oxley Act, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Internal Controls, Mandarin, Microsoft Office, Venture Capital, Business Valuation, Accounts Receivable
Education
California State University-Fullerton 2010 — 2012
Master's of Science, Accounting
University of California, Irvine 2006 — 2009
BA, Economics
Cerritos High School
Cerritos elementary
William Peck's Hunter Wise Financial Group, LLC Experience July 2007 - February 2015
Job Managing Director at Ascendiant Capial Markets, LLC
Industry Financial Services
Experience
Ascendiant Capital Markets, LLC February 2015 - Present
Hunter Wise Financial Group LLC July 2007 - February 2015
Ascendiant Capial Markets LLC 2015 - 2015
Ascendiant Capial Markets LLC 2015 - 2015
Ascendiant Capial Markets LLC 2015 - 2015
Citigroup Capital Markets 1986 - 2007
Skills
Corporate Finance, Corporate Development, Negotiation, Strategy, Private Equity, Mergers, M&A experience, Investment Banking, Venture Capital, Management, Entrepreneurship, Start-ups, Private Placements, Executive Management, Management Consulting, Business Planning, Business Valuation, Due Diligence, Strategic Partnerships
Education
Rochester Institute of Technology
BS, Mechanical Engeering
The Ohio State University
Masters, Engineering
Ascendiant Capital Markets, LLC February 2015 - Present
Hunter Wise Financial Group LLC July 2007 - February 2015
Ascendiant Capial Markets LLC 2015 - 2015
Ascendiant Capial Markets LLC 2015 - 2015
Ascendiant Capial Markets LLC 2015 - 2015
Citigroup Capital Markets 1986 - 2007
Skills
Corporate Finance, Corporate Development, Negotiation, Strategy, Private Equity, Mergers, M&A experience, Investment Banking, Venture Capital, Management, Entrepreneurship, Start-ups, Private Placements, Executive Management, Management Consulting, Business Planning, Business Valuation, Due Diligence, Strategic Partnerships
Education
Rochester Institute of Technology
BS, Mechanical Engeering
The Ohio State University
Masters, Engineering
Steve Henricks's Hunter Wise Financial Group, LLC Experience Managing DirectorHunter Wise Financial Group, LLCDecember 2008 - Present
Job managing Director at Hunter Wise Financial Group, LLC
Industry Financial Services
Experience
Hunter Wise Financial Group, LLC Managing DirectorHunter Wise Financial Group, LLCDecember 2008 - Present
Hunter Wise Securities, LLC 2008 - Present
Education
Suffolk University 1980 — 1981
MBA
Hunter Wise Financial Group, LLC Managing DirectorHunter Wise Financial Group, LLCDecember 2008 - Present
Hunter Wise Securities, LLC 2008 - Present
Education
Suffolk University 1980 — 1981
MBA
Harvey Strode's Hunter Wise Financial Group, LLC Experience February 2011 - Present
Job UCBB Capital & Transition Solutions, LLC
Industry Investment Banking
Experience
UCBB Capital & Transition Solutions, LLC March 2011 - Present
Hunter Wise Financial Group, LLC February 2011 - Present
Skills
Private Equity, Private Placements, Strategic Planning, Business Strategy, Exit Strategies, Mergers and Acquisitions, Entrepreneurship, Strategic Partnerships, Investment Banking, M&A execution, Comprehensive..., Corporate Finance, Commercial Banking, Corporate Development, Mergers & Acquisitions, Due Diligence, M&A experience, Business Valuation, Valuation, LBO, Divestitures, Venture Capital
Education
Graduate School of Credit and Financial Management, Graduate School of Business, Stanford University 1982 — 1984
Executive Award, Finance
Golden Gate University - San Francisco 1980 — 1982
MBA, Banking & Finance
California State University-Los Angeles 1970 — 1972
BS, Business Administration
UCBB Capital & Transition Solutions, LLC March 2011 - Present
Hunter Wise Financial Group, LLC February 2011 - Present
Skills
Private Equity, Private Placements, Strategic Planning, Business Strategy, Exit Strategies, Mergers and Acquisitions, Entrepreneurship, Strategic Partnerships, Investment Banking, M&A execution, Comprehensive..., Corporate Finance, Commercial Banking, Corporate Development, Mergers & Acquisitions, Due Diligence, M&A experience, Business Valuation, Valuation, LBO, Divestitures, Venture Capital
Education
Graduate School of Credit and Financial Management, Graduate School of Business, Stanford University 1982 — 1984
Executive Award, Finance
Golden Gate University - San Francisco 1980 — 1982
MBA, Banking & Finance
California State University-Los Angeles 1970 — 1972
BS, Business Administration
Steve Henricks's Hunter Wise Financial Group, LLC Experience November 2008 - August 2010
Job Managing Director at The London Manhattan Company
Industry Financial Services
Experience
The London Manhattan Company August 2010 - Present
Hunter Wise Financial Group, LLC November 2008 - August 2010
Keating Investments, LLC September 2003 - November 2008
Skills
Hedge Funds, Private Equity, Corporate Finance, Debt & Equity Financing
Education
Suffolk University - MBA 1980 — 1981
Master of Business Administration (MBA)
SUNY Brockport
Bachelor of Science (B.S.), Business Administration and Management, General
The London Manhattan Company August 2010 - Present
Hunter Wise Financial Group, LLC November 2008 - August 2010
Keating Investments, LLC September 2003 - November 2008
Skills
Hedge Funds, Private Equity, Corporate Finance, Debt & Equity Financing
Education
Suffolk University - MBA 1980 — 1981
Master of Business Administration (MBA)
SUNY Brockport
Bachelor of Science (B.S.), Business Administration and Management, General
Trevor Jung's Hunter Wise Financial Group, LLC Experience February 2013 - September 2013
Job Client Services Associate at Glass, Lewis & Co.
Industry Financial Services
Experience
Glass, Lewis & Co. March 2014 - Present
Hunter Wise Financial Group, LLC February 2013 - September 2013
US Department of Commerce, Economic Development Administration August 2012 - February 2013
Sigma Pi Fraternity 2010 - 2013
Rothstein Kass June 2012 - August 2012
Skills
SQL, R, NoSQL, Big Data, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Client Development, Data Entry, FileMaker, Management, Manage Client..., Salesforce Training, Spanish, CAP IQ, Cold Calling Experience, Sales Presentations
Education
University of San Francisco
Master's Degree, Analytics/Data Science
University of California, Irvine 2009 — 2013
Bachelor's degree, Business Economics
Glass, Lewis & Co. March 2014 - Present
Hunter Wise Financial Group, LLC February 2013 - September 2013
US Department of Commerce, Economic Development Administration August 2012 - February 2013
Sigma Pi Fraternity 2010 - 2013
Rothstein Kass June 2012 - August 2012
Skills
SQL, R, NoSQL, Big Data, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Client Development, Data Entry, FileMaker, Management, Manage Client..., Salesforce Training, Spanish, CAP IQ, Cold Calling Experience, Sales Presentations
Education
University of San Francisco
Master's Degree, Analytics/Data Science
University of California, Irvine 2009 — 2013
Bachelor's degree, Business Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY