Independence Capital Partners
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Independence Capital Partners Employees
Michigan International Speedway March 2014 - Present
Van Wagner Sports Group August 2012 - February 2014
Van Wagner Sports Group May 2011 - August 2012
Van Wagner Sports Group January 2011 - May 2011
NBC Sports September 2010 - January 2011
Domus Inc May 2009 - September 2009
Comcast-Spectacor June 2007 - May 2008
Independence Capital Partners 2006 - 2008
Education
New York University 2007 — 2011
New York University in Madrid
Spanish
EisnerAmper LLP October 2013 - Present
Independence Capital Partners February 2012 - September 2013
CliftonLarsonAllen November 2007 - February 2012
Bowman & Company, LLP May 2006 - November 2007
Skills
CPA, GAAP, US GAAP, Accounting, Tax, Accounts Payable, Cash Flow, Financial Reporting, Auditing, Tax Preparation, Financial Statements, Corporate Tax, ProSystem fx Tax, Tax Research, Income Tax, Fixed Assets, Private Equity, High Net Worth..., External Audit, Assurance, Financial Accounting, Tax Accounting
Education
Stockton University 2002 — 2006
Bachelor of Science, Accounting
Van Thuyne Consulting January 2011 - Present
Independence Capital Partners April 2011 - June 2012
Unisys June 2009 - January 2010
Bearingpoint December 2005 - 2009
Janney Montgomery Scott November 2004 - 2005
Delaware Investments March 1997 - 2003
KPMG September 1994 - March 1997
Skills
Deferred Compensation, Succession Planning, Employee Relations, Vendor Management, Process Improvement, Project Management, Operational Excellence, Employee Training, Integrity, Teamwork, Software Selection, Leading Meetings, Outsourcing, Onboarding, Talent Management, HRIS, Human Resources, Workforce Planning, Management Consulting, Change Management, Recruiting, Employee Benefits, Performance Management, HR Policies, Talent Acquisition, Applicant Tracking..., HR Consulting, Executive Coaching, Organizational..., Corrective Exercise, Personal Training, Yoga, Management, Sourcing, Strategic Planning, Organizational..., Personnel Management, Leadership, Interviews, Training, Strategy, Coaching
Education
La Salle University - School of Business Administration
Human Resources and Labor Relations
Lee Hecht Harrison 2012 — 2015
Certified, Career Coach
KPMG
Six Sigma - Lean "Green Belt"
Yale School of Management
Executive Leadership Program
National Academy of Sports Medicine (NASM)
Board Certification: Personal Training, Corrective Exercise
Yoga Alliance 2011 — 2012
RYT 200 - Pranakriya Yoga, (Trainer - Master Yoganand Michael Carroll), Kripalu, Hatha
Aberdeen Asset Management June 2015 - Present
Temple University Finance Masters Program September 2013 - May 2015
Aberdeen Asset Management June 2014 - August 2014
The William C. Dunkelberg Owl Fund January 2014 - August 2014
The William C. Dunkelberg Owl Fund December 2012 - December 2013
Independence Capital Partners May 2013 - August 2013
Temple University Economics Department January 2012 - May 2013
Skills
Educational Leadership, Stock Research, Microsoft Office, Market Research, Financial Modeling, Bloomberg Terminal, Investments, Bloomberg, Valuation, Equity Research, Financial Analysis, Capital IQ, Research
Education
Temple University 2011 — 2015
Bachelor, Business Administration; Finance, Sophomore
Xavier High School 2007 — 2011
GED, General Education
FD Fund Administration January 2014 - Present
Independence Capital Partners October 2010 - December 2013
Independence Capital Partners July 2006 - October 2010
Lubert Adler March 2001 - July 2006
Lubert Adler April 1998 - March 2001
PFPC March 1994 - April 1998
Skills
Private Equity, Accounting, Account Reconciliation, Financial Analysis, Alternative Investments, Financial Reporting, Real Estate, Financial Modeling, Financial Statements, General Ledger, Asset Management, Investor Relations, Finance, Due Diligence, Hedge Funds, Investments, US GAAP, Valuation, Portfolio Management, Mutual Funds, Fund Of Funds, Venture Capital, Mergers & Acquisitions, Bloomberg, Equities
Education
Albright College 1989 — 1993
1993, Accounting
Independence Capital Partners 2002 - Present
CMS Companies 2000 - 2002
KPMG 1989 - 1996
Price Waterhouse Coopers 1987 - 1989
Education
University of Delaware 1980 — 1984
BS, Accounting/Economics
Concord High School
Widener University
MS, Taxation
Independence Capital Partners May 2011 - Present
BroadbandCTI September 2009 - April 2011
Santa Rosa Island Company May 2004 - August 2008
Avery Dennison January 2008 - May 2008
Skills
US GAAP, Financial Statements, Account Reconciliation, QuickBooks, Investments, General Ledger, Financial Analysis, Financial Accounting, Auditing, Asset Management, Accounting, Financial Reporting, Hedge Funds, Private Equity
Education
College of Charleston 2008 — 2009
Master of Science, Accountancy
Presbyterian College 2004 — 2008
Bachelor of Science, Economics and Business Administration
Insight Venture Partners July 2014 - Present
Hamilton Lane Advisors December 2011 - July 2014
Morgan Stanley Investment Management May 2010 - December 2011
Independence Capital Partners July 2007 - May 2010
Skills
Private Equity, Fund Of Funds, Alternative Investments
Education
Saint Joseph's University 2011 — 2013
Master of Science in Finance, Finance
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration, Accounting
CR Group, LP 2004 - Present
Independence Capital Partners 2004 - 2010
PwC 2000 - 2004
PwC 1998 - 2000
Price Waterhouse 1996 - 1998
Price Waterhouse 1995 - 1996
Price Waterhouse 1974 - 1995
Skills
Acquisition Integration, Mergers, Private Equity, Tax, Alternative Investments, Team Leadership, Sarbanes-Oxley Act, Investments, Start-ups, Accounting, Due Diligence, Mergers & Acquisitions, Internal Controls, Business Strategy, Leadership, Business Development, Strategic Planning, Risk Management, Financial Analysis, Global Operations, Strategy, Mutual Funds, Asset Management, Hedge Funds, Auditing, Finance, Financial Services, Management, Venture Capital, Equities, CPA, Financial Modeling, Financial Reporting
Education
The George Washington University - School of Business
Doctor of Business Administration, Finance & Investments
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
The Catholic University of America
BA, Biology
rag & bone April 2015 - Present
rag & bone August 2013 - March 2015
American Eagle Outfitters February 2013 - August 2013
American Eagle Outfitters June 2011 - January 2013
Joey Showroom June 2009 - August 2009
Independence Capital Partners May 2008 - July 2008
The Exquisite Bride September 2006 - August 2007
Skills
Inventory Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, JDA Oscar, JDA Arthur Planning, IBM Cognos Reporting, Analysis, Apparel, Cross-functional Team..., Fashion, Management, Retail
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Supply Chain & Information Systems
Palazzo Rucellai - Florence, Italy
Supply Chain and Manufacturing Management in Italy
BDO USA, LLP October 2013 - Present
Philadelphia Phillies April 2012 - September 2012
ACE Group April 2011 - September 2011
Rubenstein Properties Fund September 2010 - April 2011
Independence Capital Partners April 2010 - September 2010
Skills
Microsoft Office
Education
Drexel University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Drexel University
The Roanoke Times June 2015 - Present
Decisive Business Systems, Inc. January 2013 - October 2014
Independence Capital Partners August 2005 - June 2011
Independence Capital Partners August 2005 - June 2011
COMPUTER MEDIC November 2002 - August 2005
T&G MANAGEMENT October 2000 - October 2002
Skills
Great Plains Software, Asset Allocation, Active Directory, SharePoint, Microsoft Exchange, Microsoft Excel, DNS, Accounting, Investments, Mutual Funds, Financial Accounting, Mac OS X, SQL, Private Equity, Windows Server, Financial Analysis, HTML, Servers, Asset Managment, Portfolio Management, Microsoft Office, Microsoft SQL Server, Mergers, Sarbanes-Oxley Act, VPN, VMware, Financial Reporting, Process Improvement, Disaster Recovery, Hedge Funds, Project Management
Education
Camden County College 2011 — 2013
DuPont Capital Management September 2013 - March 2014
Susquehanna International Group, LLP (SIG) September 2012 - April 2013
Independence Capital Partners September 2011 - April 2012
Education
Drexel University 2010 — 2015
Bachelor's Degree, Finance & Economics, 3.63
Moorestown High School 2007 — 2010
LevLane Advertising May 2014 - Present
Munroe Creative Partners January 2012 - May 2014
Kembrel Boutique February 2012 - July 2013
Munroe Creative Partners September 2011 - January 2012
Independence Capital Partners September 2010 - March 2011
Skills
Accounting, Interpersonal Skill, Strategic Partnerships, Project Management, Processes Development, Event Planning, Event Management, Online Marketing, Sales, Email Marketing, Facebook, Social Media Marketing, Management, Social Media, Training, Blogging
Education
Drexel University 2007 — 2011
Bachelor of Science, Business Administration; Accounting & Retail Leadership
Tinicum Enterprises, Inc. April 2013 - Present
Moelis & Company December 2012 - April 2013
Commonwealth Capital Corp. January 2012 - November 2012
Independence Capital Partners August 2010 - December 2011
The Carlyle Group January 2006 - August 2010
Ernst & Young LLP 2003 - 2005
Skills
Financial Reporting, US GAAP, Accounting, CPA, GAAP
Education
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
LEM Capital September 2011 - Present
Independence Capital Partners January 2010 - August 2011
Graham Partners November 2005 - December 2009
LEM Mezzanine October 2003 - November 2005
Holman & Frenia, P.C. March 2002 - October 2003
ARAMARK February 1999 - March 2002
Skills
Valuation, Financial Analysis, Financial Modeling, Due Diligence, Financial Reporting, Private Equity, Investments, Accounting, Corporate Finance, Asset Management, Internal Controls, Portfolio Management, Finance, Real Estate Economics, Real Estate
Education
Drexel University - College of Business and Administration 1996 — 2001
Bachelor of Science, Business Administration with a concentration in Accounting
Morgan Stanley Investment Management May 2013 - Present
Exeter Property Group January 2012 - May 2013
Independence Capital Partners June 2007 - January 2012
Skills
Financial Reporting, Accounting, Private Equity, Tax, Real Estate, GAAP, Financial Modeling, Asset Managment, Account Reconciliation, CPA, Financial Analysis, Forecasting, Fixed Assets, US GAAP, Cash Flow, Asset Management, Due Diligence, Financial Statements, SEC filings, Investments, Financial Accounting, General Ledger
Education
Chestnut Hill College 2003 — 2007
State Street July 2013 - Present
Independence Capital Partners November 2010 - September 2012
Logan Circle Partners, L.P. April 2007 - November 2010
Delaware Investments June 1995 - March 2007
Equitable Capital Management Corp 1987 - 1992
Skills
Asset Managment, Mutual Funds, Hedge Funds, Investments, Fixed Income, Alternative Investments, Private Equity, Equities, Investment Management, Securities, Due Diligence, Trading Systems, Trading, Finance, Fund Of Funds, Accounting, Bonds, Derivatives, Investment Advisory, Financial Analysis, Financial Services, Valuation, Bloomberg, Options, Financial Markets, Back Office, Fund Accounting, Fund Administration, Strategic Financial..., Outsourcing, Leadership
Education
University of South Carolina-Columbia 1980 — 1984
BS, Accounting
Half Hollow Hills HS West 1976 — 1980
National Employee Management Resources, LLC September 2011 - Present
Independence Capital Partners November 2006 - April 2011
The Rubenstein Company September 2000 - November 2006
Skills
Employee Relations, Benefits, Benefits Administration, HR Policies, Onboarding, Talent Management, Performance Management, Employment Law, Compensation, Recruitment/Retention, Legal Compliance, Talent Acquisition
Education
Villanova Univeristy
Certificate in Human Resources Management
Camden County College
equiv of 2 years, Business
Collingswood High School
Educational Testing Service (ETS) February 2014 - Present
Educational Testing Service (ETS) September 2011 - February 2014
ETS (Educational Testing Service) September 2010 - September 2011
Manpower Professional November 2008 - September 2010
Independence Capital Partners June 2008 - November 2008
Global Employment Solutions June 2007 - March 2008
Spherion December 2002 - June 2007
Creative Employment Concepts January 1990 - April 2002
Judi Eliot Personnel July 1982 - January 1990
Skills
College Recruiting, Executive Search, Internet Recruiting, Talent Acquisition, Line of Business, Recruiting, Sourcing, Technical Recruiting, Onboarding, Applicant Tracking..., Permanent Placement, Staffing Services, Contract Recruitment, Temporary Placement, Temporary Staffing, Human Resources, Resume Writing, Benefits Negotiation, Screening Resumes, Employee Relations, Talent Management, Background Checks, Resume, Screening, Interviews, Workforce Planning, Deferred Compensation, CRM, Leadership, Management, Employment Law, Coaching, Strategy
Education
Bucknell University 1975 — 1977
BA, Art History
Independence Capital Partners December 2008 - August 2012
NCO Group November 2006 - October 2008
Skills
Financial Analysis, Accounting, Tax, Account Reconciliation, Microsoft Excel, Accounts Payable, Bank Reconciliation
Education
Texas A&M University 2001 — 2004
MS, Mathematics/Finance
Bucknell University 1997 — 2001
BS, Mathematics
M. MOONEY & ASSOCIATES, INC. September 2009 - Present
Independence Capital Partners June 2008 - April 2009
Marcus & Millichap January 2007 - November 2007
Skills
Client Relationship..., Accounting, New Business Development, Fund Accounting, Financial Accounting, Tax Preparation, Tax Accounting, Sales Tax, Payroll, SAP, US GAAP, Estate Planning, Inheritance Tax Planning, Creative Problem Solving, TCOB, Financial Reporting, Tax, Quickbooks, Real Estate, Word, Financial Analysis, Account Reconciliation, Forecasting, QuickBooks, Cash Flow, General Ledger, Financial Statements, Fixed Assets, GAAP
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2009
Accounting, Accounting, Finance
Independence Capital Partners February 2006 - June 2012
Apple Vacations 2001 - 2005
AlliedBarton Security Services 2000 - 2001
Global Financial Press, Inc., 1998 - 2000
Skills
Payroll
Education
Gwynedd-Mercy College 1997 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Community College of Philadelphia 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Accounting
First Round Capital March 2012 - September 2014
Independence Capital Partners October 2010 - March 2012
Independence Capital Partners December 2009 - October 2010
PA House of Representatives January 2007 - May 2007
Hutingdon County Business and Industry August 2006 - January 2007
Skills
Financial Reporting, Business Development, Leadership, Data Analysis, Financial Modeling, Entrepreneurship, Financial Analysis, Valuation, Accounting, Private Equity, Finance, Analysis, Microsoft Excel, Alternative Investments, Financial Accounting, Fund Accounting, Venture Capital, Research, Start-ups, Cash Flow, QuickBooks, Cash Management, Great Plains Software, Corporate Finance, Investor Relations, Business Valuation, US GAAP
Education
Juniata College 2004 — 2008
BA, Political Economy
Haddon Township High School 2000 — 2004
Independence Capital Partners January 2013 - Present
Ramius LLC September 2009 - January 2013
K2 Advisors January 2007 - September 2009
Deutsche Bank Securities, Inc. April 2002 - June 2005
Skills
Hedge Funds, Alternative Investments, Investments, Managed Futures, Fund Of Funds, Fixed Income, Asset Managment, Asset Allocation, Equities, Portfolio Management, Capital Markets, Bloomberg, Trading, Investment Banking, Derivatives
Education
Duke University 1993 — 1997
BA, Sociology / Markets & Management
Marquette High School 1989 — 1993
Forbes Family Trust April 2012 - Present
LGL Partners April 2012 - Present
Arch Street Advisors March 2011 - April 2012
Independence Capital Partners August 2006 - February 2011
Brinker Capital April 2001 - August 2006
IAS Investments November 1996 - March 2001
Skills
Asset Management, Investments, Private Equity, Capital Markets, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investor Relations, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Financial Markets, Leadership, Financial Reporting, Accounting, Securities, Mutual Funds, Due Diligence, Real Estate, Investment Strategies, Equities, Financial Modeling, Venture Capital, Fund Of Funds, Valuation, Investment Management, Fixed Income, Investment Advisory, Bloomberg, Equity Research
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MS, Finance
Temple University 1990 — 1993
BS, Statistics & Management
Community Resources for Justice (CRJ) January 2012 - Present
NATU FINANCE & ACCOUNTING 2009 - 2011
Independence Capital Partners June 2008 - July 2009
Shorenstein Realty Services April 2007 - April 2008
Knowledge Learning Corporation November 2006 - March 2007
Central City Concern July 1998 - November 2006
Skills
Microsoft Office, MRI, MIP, Great Plains Software, Crystal Reports, Mentoring, Analysis, Accounting, Budgeting, Forecasting, Financial Analysis, Financial Reporting, Non-profits, Budgets, GAAP, Internal Controls, Auditing, Financial Statements, QuickBooks, Fixed Assets
Education
Willamette University 1996 — 1998
Master of Business Administration & Management (MBA
Assumption University 1990 — 1994
Bachelor of Business Administration (BBA)
Independence Capital Partners March 2014 - Present
Askot, Weiner & Cohen, LLP October 2012 - March 2014
Lubert Adler November 2009 - October 2012
Education
Rutgers University-New Brunswick 2005 — 2008
BA, Journalism, Politcal Science
Monarch Alternative Capital LP July 2012 - Present
Independence Capital Partners September 2010 - July 2012
Apax Partners September 2009 - September 2010
Goldman Sachs July 2006 - September 2009
Skills
Investor Relations, Private Equity, Hedge Funds, Fundraising, Alternative Investments, Real Estate Private..., Finance, Valuation, Venture Capital, Equities, Portfolio Management, Capital Markets, Financial Modeling, Due Diligence, Investments
Education
Georgetown University
Bachelor of Science (BS), Finance and Management
CliftonLarsonAllen November 2014 - Present
CliftonLarsonAllen August 2012 - November 2014
The Career Wardrobe August 2011 - January 2012
Independence Capital Partners March 2011 - December 2011
ARAMARK March 2010 - March 2011
Gramercy Capital Corp March 2009 - September 2009
Skills
QuickBooks, Tax Preparation, Internal Controls, Tax, Financial Analysis, Leadership, PowerPoint, Social Media, Customer Service, Management, Marketing, Finance
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.)
University of Pittsburgh
Zero Technologies, LLC January 2012 - Present
Independence Capital Partners October 2008 - January 2012
Wood Flooring International April 2005 - October 2007
U.S Vision April 2003 - April 2005
South Jersey Newspapers October 2000 - October 2003
Education
Rutgers, The State University of New Jersey-Camden 1999 — 2002
Masters, Finance
Rutgers, The State University of New Jersey-Camden 1992 — 1997
BS, Accounting
SEI December 2012 - Present
Independence Capital Partners 2007 - 2011
CMS Affiliated Partnerships 2001 - 2006
Skills
Microsoft Excel, Programming, Sungard Investran, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, Accounting, Tax Returns, Financial Modeling, Due Diligence, Internal Controls, Treasury, Auditing, Financial Accounting
Education
Villanova University 2005 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.95
University of Pennsylvania - The Wharton School 1994 — 1997
Bachelor's Degree, Finance; Information Systems, 3.13
Independence Capital Partners May 2008 - August 2010
Kayla's Kustard Corner May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Accounting
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Citco Fund Services 2013 - Present
Resource Capital Corporation December 2012 - November 2013
Citco Fund Services May 2012 - December 2012
Independence Capital Partners November 2010 - May 2012
McGladrey November 2009 - November 2010
Skills
GAAP, Financial Reporting, US GAAP, Financial Accounting, Accounting, Account Reconciliation, Financial Statements, General Ledger, Auditing, CPA, Sarbanes-Oxley Act, QuickBooks, Internal Controls, External Audit, Great Plains Software, SEC filings, Tax, Fund Accounting, Cash Flow, Fixed Assets
Education
Drexel University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance