Independent Advisor
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Independent Advisor Employees
Employee
Years
Job
Industry
Bill Springer Bill Springer's Independent Advisor Experience July 2013 - August 2014
Job Independent Advisor
Industry Machinery
Experience
Independent Advisor July 2013 - August 2014
Caterpillar Inc. May 2002 - February 2013
Caterpillar Inc. January 1973 - January 2013
Skills
Six Sigma, Manufacturing, Continuous Improvement, Strategic Planning, Business Strategy, Process Improvement, Change Management, Lean Manufacturing, Engineering, Product Development, Supply Chain Management, Team Building, Cross-functional Team..., Operations Management, Supply Chain, Pricing, P&L Management, Manufacturing..., Product Management, Sales Management, Logistics, Business Planning, Value Stream Mapping, Management, Contract Negotiation, Manufacturing..., Kaizen, Process Engineering, Team Leadership, Marketing, Purchasing, Strategy, Leadership, Program Management, DMAIC
Education
Stanford University 1995 — 1995
Stanford Executive Program, Business Administration and Management, General
University of Missouri-Columbia 1969 — 1972
Liberal Arts, Mathematics & Computer Science
Independent Advisor July 2013 - August 2014
Caterpillar Inc. May 2002 - February 2013
Caterpillar Inc. January 1973 - January 2013
Skills
Six Sigma, Manufacturing, Continuous Improvement, Strategic Planning, Business Strategy, Process Improvement, Change Management, Lean Manufacturing, Engineering, Product Development, Supply Chain Management, Team Building, Cross-functional Team..., Operations Management, Supply Chain, Pricing, P&L Management, Manufacturing..., Product Management, Sales Management, Logistics, Business Planning, Value Stream Mapping, Management, Contract Negotiation, Manufacturing..., Kaizen, Process Engineering, Team Leadership, Marketing, Purchasing, Strategy, Leadership, Program Management, DMAIC
Education
Stanford University 1995 — 1995
Stanford Executive Program, Business Administration and Management, General
University of Missouri-Columbia 1969 — 1972
Liberal Arts, Mathematics & Computer Science
Jerry Rodgers Jerry Rodgers's Independent Advisor Experience June 2013 - May 2015
Job Senior Project Manager at GlobaLogix
Industry Oil & Energy
Experience
GlobaLogix June 2015 - Present
Independent Advisor June 2013 - May 2015
FMC Technologies January 2013 - May 2013
Transocean Deepwater Drilling July 2009 - October 2012
DXP Supply Chain Services May 2008 - March 2009
Acieta LLC December 2006 - May 2008
The Home Depot June 2003 - June 2006
M/A-COM Technology Solutions June 1997 - May 2003
US Army June 1991 - June 1997
Skills
Oil & Gas
Education
United States Military Academy at West Point 1987 — 1991
GlobaLogix June 2015 - Present
Independent Advisor June 2013 - May 2015
FMC Technologies January 2013 - May 2013
Transocean Deepwater Drilling July 2009 - October 2012
DXP Supply Chain Services May 2008 - March 2009
Acieta LLC December 2006 - May 2008
The Home Depot June 2003 - June 2006
M/A-COM Technology Solutions June 1997 - May 2003
US Army June 1991 - June 1997
Skills
Oil & Gas
Education
United States Military Academy at West Point 1987 — 1991
Gonzalo Tudela Gonzalo Tudela's Independent Advisor Experience August 2010 - July 2013
Job CEO at Vandrico Solutions Inc.
Industry Information Technology and Services
Experience
Vandrico Solutions Inc. July 2013 - Present
Independent Advisor August 2010 - July 2013
Goldcorp Inc May 2011 - September 2011
Focal Point Photography School July 2008 - September 2010
Gonzalo Tudela Photography September 2006 - April 2010
Skills
Problem Solving, Problem Analysis, Public Speaking, Stock Market, Strategic Planning, Mentoring, Business Strategy, Analysis, Financial Analysis, Spanish, Time Management, Leadership, Entrepreneurship, Marketing, Mergers & Acquisitions, Strategy, Project Planning, Nonprofits, Sales, New Business Development, Management Consulting, Market Research, Management, Business Planning, Business Development
Education
Capilano University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.96 GPA
Vandrico Solutions Inc. July 2013 - Present
Independent Advisor August 2010 - July 2013
Goldcorp Inc May 2011 - September 2011
Focal Point Photography School July 2008 - September 2010
Gonzalo Tudela Photography September 2006 - April 2010
Skills
Problem Solving, Problem Analysis, Public Speaking, Stock Market, Strategic Planning, Mentoring, Business Strategy, Analysis, Financial Analysis, Spanish, Time Management, Leadership, Entrepreneurship, Marketing, Mergers & Acquisitions, Strategy, Project Planning, Nonprofits, Sales, New Business Development, Management Consulting, Market Research, Management, Business Planning, Business Development
Education
Capilano University 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business, 3.96 GPA
Simon Obarto Simon Obarto's Independent Advisor Experience September 1998 - May 2012
Job Seeking New Opportunity
Industry Financial Services
Experience
Capitas Financial June 2012 - August 2013
Independent Advisor September 1998 - May 2012
C&O Associates, Inc April 1994 - September 1998
General American Life Insurance Company April 1989 - April 1994
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Financial Advisory, Asset Allocation, Disability Insurance, Series 63, Mutual Funds, Pensions, Financial Planners, 401k, Securities, Series 24, Series 65, Wealth Management, Financial Services, Wealth Accumulation
Education
Central Michigan University
Integrated Leadership Studies
Capitas Financial June 2012 - August 2013
Independent Advisor September 1998 - May 2012
C&O Associates, Inc April 1994 - September 1998
General American Life Insurance Company April 1989 - April 1994
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Financial Advisory, Asset Allocation, Disability Insurance, Series 63, Mutual Funds, Pensions, Financial Planners, 401k, Securities, Series 24, Series 65, Wealth Management, Financial Services, Wealth Accumulation
Education
Central Michigan University
Integrated Leadership Studies
Rick Pacholick Rick Pacholick's Independent Advisor Experience August 2014 - Present
Job Consulting/Independent Advisor
Industry Electrical/Electronic Manufacturing
Experience
Independent Advisor August 2014 - Present
New Breed Logistics June 2014 - September 2014
BrightPoint, an Ingram Micro Company July 2012 - January 2014
Garmin International March 2010 - June 2012
Nokia, Inc. April 1999 - June 2009
3Dfx (purchased by Nvidea) February 1996 - March 1999
Scientific Atlantic March 1994 - February 1996
Skills
Product Management, Cross-functional Team..., Management, Logistics, Go-to-market Strategy, Telecommunications, Operations Management, Business Strategy, Product Marketing, Supply Chain Management, Customer Service, CRM, Enterprise Software, Strategic Partnerships, Process Improvement, Project Management, Leadership, Vendor Management, Product Development, Strategy, Start-ups, Program Management, Business Development, Competitive Analysis, Supply Chain, Six Sigma, Forecasting
Education
University of North Texas
BBA, Business Administration, Statistics
Independent Advisor August 2014 - Present
New Breed Logistics June 2014 - September 2014
BrightPoint, an Ingram Micro Company July 2012 - January 2014
Garmin International March 2010 - June 2012
Nokia, Inc. April 1999 - June 2009
3Dfx (purchased by Nvidea) February 1996 - March 1999
Scientific Atlantic March 1994 - February 1996
Skills
Product Management, Cross-functional Team..., Management, Logistics, Go-to-market Strategy, Telecommunications, Operations Management, Business Strategy, Product Marketing, Supply Chain Management, Customer Service, CRM, Enterprise Software, Strategic Partnerships, Process Improvement, Project Management, Leadership, Vendor Management, Product Development, Strategy, Start-ups, Program Management, Business Development, Competitive Analysis, Supply Chain, Six Sigma, Forecasting
Education
University of North Texas
BBA, Business Administration, Statistics
Dean Lilly's Independent Advisor Experience January 2000 - Present
Job Financial, Investment & Retirement Advisor
Industry Investment Management
Experience
Independent Advisor January 2000 - Present
RJL Investments Inc., Optimum Properties Inc., Sterling Financial Group January 1993 - November 2000
Skills
Investments, Finance, Financial Planning, Portfolio Management, Asset Management, Equities, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Financial Modeling, Risk Management, Securing Retirement..., Investment & Retirement...
Education
California State University-Northridge 1984 — 1987
Bachelor of Science (BS) & AS, Business Administration and Management, General/Finance, 3.5
Independent Advisor January 2000 - Present
RJL Investments Inc., Optimum Properties Inc., Sterling Financial Group January 1993 - November 2000
Skills
Investments, Finance, Financial Planning, Portfolio Management, Asset Management, Equities, Financial Analysis, Mutual Funds, Wealth Management, Fixed Income, Financial Modeling, Risk Management, Securing Retirement..., Investment & Retirement...
Education
California State University-Northridge 1984 — 1987
Bachelor of Science (BS) & AS, Business Administration and Management, General/Finance, 3.5
Peter Wessel Peter Wessel's Independent Advisor Experience 2003 - 2011
Job President at Ludwig Recruitment
Industry Financial Services
Experience
Ludwig Financial Recruitment October 2011 - Present
Independent Advisor 2003 - 2011
Amazon Fruit Company 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Corporate Development, M&A Advisory Services, Private Equity, Entrepreneurship, Business Development, Strategy, Financial Analysis and...
Education
Simon Fraser University - Segal Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Finance, Graduated Top of Class (Gold Medalist)
Fundação Getulio Vargas / Fundacao Getulio Vargas / FGV 1997 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Simon Fraser University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance, Economics
Ludwig Financial Recruitment October 2011 - Present
Independent Advisor 2003 - 2011
Amazon Fruit Company 1999 - 2003
Merrill Lynch 1997 - 1999
Skills
Corporate Development, M&A Advisory Services, Private Equity, Entrepreneurship, Business Development, Strategy, Financial Analysis and...
Education
Simon Fraser University - Segal Graduate School of Business 2007 — 2008
Master of Business Administration (MBA), Finance, Graduated Top of Class (Gold Medalist)
Fundação Getulio Vargas / Fundacao Getulio Vargas / FGV 1997 — 1997
Bachelor of Business Administration (BBA), Finance and Economics
Simon Fraser University 1991 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance, Economics
Jack Thompson Jack Thompson's Independent Advisor Experience October 2013 - Present
Job Independent Advisor. Consulting on: Home Beverage Appliances, Housewares, Small Appliances, Cookware
Industry Consumer Goods
Experience
Independent Advisor October 2013 - Present
SodaStream USA March 2010 - September 2013
All-Clad Metalcrafters LLC. Division of Groupe SEB SA 2003 - 2009
Wilton Industries 2000 - 2003
Ekco Housewares 1989 - 2000
Sunbeam Appliance Co. 1984 - 1989
Stanley Black & Decker, Inc. 1972 - 1975
United States Marine Corps 1972 - 1975
Skills
Purchasing, Negotiation, Forecasting, Retail, Product Management, Leadership, Trade Marketing, Product Development, Business Development, Merchandising, Customer Insight, Account Management, Team Building, Product Marketing, Marketing, Leadership Development, Consumer Products, P&L Management, Strategy, Sales Operations, Marketing Management, Brand Management, Strategic Planning, Manufacturing, Sales Management, Key Account Management, Budgets, New Business Development, Business Strategy, Wal-Mart, Key Account Development, Pricing, Brand Development, Strategic Partnerships, Market Planning, Sales, Team Leadership, Cross-functional Team..., Management, Income Statement, National Accounts, Market Analysis, Start-ups, B2B, Marketing Strategy, Trade Shows, Grocery, Competitive Analysis, FMCG
Education
University of Connecticut 1975 — 1977
MBA, Marketing
THE BASIC SCHOOL, Quantico Va 1972 — 1973
US MARINE CORPS INFANTRY OFFICER TRAINING
Southern Connecticut State University 1968 — 1972
BA, Economics
ESSEC Business School
Building Aggressive and Profitable Business Plans Workshop - 2008
Independent Advisor October 2013 - Present
SodaStream USA March 2010 - September 2013
All-Clad Metalcrafters LLC. Division of Groupe SEB SA 2003 - 2009
Wilton Industries 2000 - 2003
Ekco Housewares 1989 - 2000
Sunbeam Appliance Co. 1984 - 1989
Stanley Black & Decker, Inc. 1972 - 1975
United States Marine Corps 1972 - 1975
Skills
Purchasing, Negotiation, Forecasting, Retail, Product Management, Leadership, Trade Marketing, Product Development, Business Development, Merchandising, Customer Insight, Account Management, Team Building, Product Marketing, Marketing, Leadership Development, Consumer Products, P&L Management, Strategy, Sales Operations, Marketing Management, Brand Management, Strategic Planning, Manufacturing, Sales Management, Key Account Management, Budgets, New Business Development, Business Strategy, Wal-Mart, Key Account Development, Pricing, Brand Development, Strategic Partnerships, Market Planning, Sales, Team Leadership, Cross-functional Team..., Management, Income Statement, National Accounts, Market Analysis, Start-ups, B2B, Marketing Strategy, Trade Shows, Grocery, Competitive Analysis, FMCG
Education
University of Connecticut 1975 — 1977
MBA, Marketing
THE BASIC SCHOOL, Quantico Va 1972 — 1973
US MARINE CORPS INFANTRY OFFICER TRAINING
Southern Connecticut State University 1968 — 1972
BA, Economics
ESSEC Business School
Building Aggressive and Profitable Business Plans Workshop - 2008
Jeffrey Iafrati's Independent Advisor Experience March 2002 - October 2004
Job
Industry Management Consulting
Experience
The Alliance Risk Group, LLC November 2013 - Present
The Alliance Risk Group, LLC January 2013 - October 2013
Massachusetts Municipal Wholesale Electric Company March 2012 - December 2012
ISO New England, Inc. August 2008 - December 2011
ISO New England November 2004 - July 2008
Independent Advisor March 2002 - October 2004
Carlisle & Company February 2001 - December 2001
M2 Performance, Inc. January 2000 - January 2001
Levitan & Associates, Inc. January 1998 - January 2000
Levitan & Associates, Inc. March 1995 - December 1997
Skills
Energy, Financial Analysis, Excel, Risk Management, Credit Risk, Market Risk, Risk Analysis, Compliance, Business Analysis, Business Process..., Hedging, Management Consulting, Portfolio Management, Strategy, Process Improvement, Microsoft Excel
Education
Harvard College 1987 — 1991
A.B., Economics
The Alliance Risk Group, LLC November 2013 - Present
The Alliance Risk Group, LLC January 2013 - October 2013
Massachusetts Municipal Wholesale Electric Company March 2012 - December 2012
ISO New England, Inc. August 2008 - December 2011
ISO New England November 2004 - July 2008
Independent Advisor March 2002 - October 2004
Carlisle & Company February 2001 - December 2001
M2 Performance, Inc. January 2000 - January 2001
Levitan & Associates, Inc. January 1998 - January 2000
Levitan & Associates, Inc. March 1995 - December 1997
Skills
Energy, Financial Analysis, Excel, Risk Management, Credit Risk, Market Risk, Risk Analysis, Compliance, Business Analysis, Business Process..., Hedging, Management Consulting, Portfolio Management, Strategy, Process Improvement, Microsoft Excel
Education
Harvard College 1987 — 1991
A.B., Economics
Ed Woodson Ed Woodson's Independent Advisor Experience November 2007 - Present
Job Pilot
Industry Airlines/Aviation
Experience
independent Advisor November 2007 - Present
Continental/United Airlines January 1978 - November 2007
USAF RETIRED May 1969 - March 1994
Skills
Aviation, Commercial Aviation, Aircraft, Airlines, Operational Planning, Contract Negotiation, Negotiation, Defense, Security Clearance, Operations Management, Program Management, National Security, Team Building, Government, Organizational..., Military Aviation, Intelligence Analysis, Risk Management, Team Leadership, Leadership Development, Leadership, Strategic Planning, Command, Homeland Security, Training, Military Experience, Counterterrorism, Tactics, Special Operations, Military Operations, CFI
Education
University of Utah 1976 — 1979
Masters, Business/Managerial Economics
The Citadel 1965 — 1969
BS, Math
Riverside Military Academy 1961 — 1965
independent Advisor November 2007 - Present
Continental/United Airlines January 1978 - November 2007
USAF RETIRED May 1969 - March 1994
Skills
Aviation, Commercial Aviation, Aircraft, Airlines, Operational Planning, Contract Negotiation, Negotiation, Defense, Security Clearance, Operations Management, Program Management, National Security, Team Building, Government, Organizational..., Military Aviation, Intelligence Analysis, Risk Management, Team Leadership, Leadership Development, Leadership, Strategic Planning, Command, Homeland Security, Training, Military Experience, Counterterrorism, Tactics, Special Operations, Military Operations, CFI
Education
University of Utah 1976 — 1979
Masters, Business/Managerial Economics
The Citadel 1965 — 1969
BS, Math
Riverside Military Academy 1961 — 1965
Paul Pritchett Paul Pritchett's Independent Advisor Experience 2014 - Present
Job Business Development & Marketing Professional
Industry Financial Services
Experience
Independent Advisor 2014 - Present
SunTrust Bank 2013 - 2014
Wells Fargo Corporation 2001 - 2013
Wells Fargo Corporation 1996 - 1999
Luquire George Andrews, Inc. 1992 - 1995
Skills
Portfolio Management, Credit, Risk Management, Underwriting, Marketing Communications, Public Relations, Advertising
Education
Emory University - Goizueta Business School 1999 — 2001
Master of Business Administration (MBA), Finance
Davidson College 1988 — 1992
Bachelor of Arts (BA), History
Independent Advisor 2014 - Present
SunTrust Bank 2013 - 2014
Wells Fargo Corporation 2001 - 2013
Wells Fargo Corporation 1996 - 1999
Luquire George Andrews, Inc. 1992 - 1995
Skills
Portfolio Management, Credit, Risk Management, Underwriting, Marketing Communications, Public Relations, Advertising
Education
Emory University - Goizueta Business School 1999 — 2001
Master of Business Administration (MBA), Finance
Davidson College 1988 — 1992
Bachelor of Arts (BA), History
Scott McElhaney Scott McElhaney's Independent Advisor Experience 2010 - Present
Job Writer, Publisher, Entreprenuer
Industry Publishing
Experience
Independent Advisor 2010 - Present
Sierra Nevada Media Group 2007 - 2010
Journal Community Publishing Group 2001 - 2007
Fancy Publications (Bowtie) 1993 - 2000
Skills
Publishing, Newspaper, Publications, Magazines, Copy Editing, Advertising, Online Advertising, Editorial, Advertising Sales, Social Media, Social Media Marketing, Copywriting, Journalism, Editing, Public Relations, Newspapers, Media Relations, Digital Media, New Media, Blogging, Digital Marketing
Education
The University of Texas at Arlington
Political Science
Poynter Institute
Publication Design and Color
Independent Advisor 2010 - Present
Sierra Nevada Media Group 2007 - 2010
Journal Community Publishing Group 2001 - 2007
Fancy Publications (Bowtie) 1993 - 2000
Skills
Publishing, Newspaper, Publications, Magazines, Copy Editing, Advertising, Online Advertising, Editorial, Advertising Sales, Social Media, Social Media Marketing, Copywriting, Journalism, Editing, Public Relations, Newspapers, Media Relations, Digital Media, New Media, Blogging, Digital Marketing
Education
The University of Texas at Arlington
Political Science
Poynter Institute
Publication Design and Color
Brian Voigt, SPHR, HCS Brian Voigt, SPHR, HCS's Independent Advisor Experience October 2012 - March 2013
Job Prism Partners International, Partner and Founder
Industry Management Consulting
Experience
Independent Advisor October 2012 - March 2013
TPG Global, LLC April 2009 - October 2012
Wachovia Securities (now Wells Fargo) December 1995 - December 2007
Morgan Stanley September 1987 - November 1995
Deloitte September 1983 - September 1987
Skills
Employee Relations, Leadership Development, Recruiting, Talent Management, Succession Planning, Change Management, Mergers & Acquisitions, Human Resources, Employee Engagement, Management, Strategic Thinking, Strategic Leadership, Organizational..., Knowledge Leadership, Gap Analysis, Organizational Alignment, Organizational..., Organizational Behavior, Organizational..., Organizational Culture, Culture Change, Competency Assessments, Role Mapping, Role Alignment, Goverance, Matrix Leadership, Matrix Management, Management Consulting, Business Alignment, Strategy Alignment, Risk Assessment, Personality Assessment, DISC, Performance Development, Benefits Management, Career Development..., Business Process..., International Human..., HR Consulting, Workforce Management, Financial Services, Private Equity, Investment Banking, Budgets, Leadership, Situational Leadership, Training, Restructuring, Deferred Compensation, Finance
Education
Brigham Young University
Master of Accountancy (MA), Taxation
Brigham Young University
Bachelor of Science (BS), Accounting, Accounting and Finance
University of California, Irvine
University of California, Irvine
Independent Advisor October 2012 - March 2013
TPG Global, LLC April 2009 - October 2012
Wachovia Securities (now Wells Fargo) December 1995 - December 2007
Morgan Stanley September 1987 - November 1995
Deloitte September 1983 - September 1987
Skills
Employee Relations, Leadership Development, Recruiting, Talent Management, Succession Planning, Change Management, Mergers & Acquisitions, Human Resources, Employee Engagement, Management, Strategic Thinking, Strategic Leadership, Organizational..., Knowledge Leadership, Gap Analysis, Organizational Alignment, Organizational..., Organizational Behavior, Organizational..., Organizational Culture, Culture Change, Competency Assessments, Role Mapping, Role Alignment, Goverance, Matrix Leadership, Matrix Management, Management Consulting, Business Alignment, Strategy Alignment, Risk Assessment, Personality Assessment, DISC, Performance Development, Benefits Management, Career Development..., Business Process..., International Human..., HR Consulting, Workforce Management, Financial Services, Private Equity, Investment Banking, Budgets, Leadership, Situational Leadership, Training, Restructuring, Deferred Compensation, Finance
Education
Brigham Young University
Master of Accountancy (MA), Taxation
Brigham Young University
Bachelor of Science (BS), Accounting, Accounting and Finance
University of California, Irvine
University of California, Irvine
Leon Binedell, CPA,CA Leon Binedell, CPA,CA's Independent Advisor Experience June 2013 - December 2013
Job Transformational Finance Leader
Industry Mining & Metals
Experience
PwC January 2014 - Present
Independent Advisor June 2013 - December 2013
Xstrata Nickel November 2011 - May 2013
Xstrata Nickel May 2008 - November 2011
Xstrata Coal January 2007 - April 2008
Xstrata Coal January 2004 - December 2006
Deloitte January 2001 - December 2003
Skills
Mining, Risk Management, Business Process..., Contract Management, Internal Controls, Negotiation, Change Management, Budgets, Corporate Governance, Forecasting, Compliance, ERP, Budgeting, SAP, Analysis, Strategic Planning, Business Strategy, Contract Negotiation, Performance Management, Cross-functional Team..., Organizational..., Team Leadership, Financial Reporting, IFRS, Financial Analysis, Company Set-up, Business Analysis, Procurement, Project Management, Governance, Business Process, Leadership, Accounting, Finance, Auditing, Business Development, Managerial Finance, Management, Logistics, Mergers & Acquisitions
Education
Chartered Professional Accountants of Ontario 2015 — 2015
CPA, CA
South African Institute of Chartered Accountants 1996 — 1999
Chartered Accountant, CA (SA), Chartered Accountant
The Chartered Institute of Management Accountants 2005 — 2006
Associate Chartered Management Account, ACMA, Accounting and Business/Management
The Chartered Institute of Management Accountants 2005 — 2006
Chartered Global Management Accountant, CGMA, Chartered Global Management Accountant
University of Johannesburg 1992 — 1995
B.Com (Hons), Accounting
PwC January 2014 - Present
Independent Advisor June 2013 - December 2013
Xstrata Nickel November 2011 - May 2013
Xstrata Nickel May 2008 - November 2011
Xstrata Coal January 2007 - April 2008
Xstrata Coal January 2004 - December 2006
Deloitte January 2001 - December 2003
Skills
Mining, Risk Management, Business Process..., Contract Management, Internal Controls, Negotiation, Change Management, Budgets, Corporate Governance, Forecasting, Compliance, ERP, Budgeting, SAP, Analysis, Strategic Planning, Business Strategy, Contract Negotiation, Performance Management, Cross-functional Team..., Organizational..., Team Leadership, Financial Reporting, IFRS, Financial Analysis, Company Set-up, Business Analysis, Procurement, Project Management, Governance, Business Process, Leadership, Accounting, Finance, Auditing, Business Development, Managerial Finance, Management, Logistics, Mergers & Acquisitions
Education
Chartered Professional Accountants of Ontario 2015 — 2015
CPA, CA
South African Institute of Chartered Accountants 1996 — 1999
Chartered Accountant, CA (SA), Chartered Accountant
The Chartered Institute of Management Accountants 2005 — 2006
Associate Chartered Management Account, ACMA, Accounting and Business/Management
The Chartered Institute of Management Accountants 2005 — 2006
Chartered Global Management Accountant, CGMA, Chartered Global Management Accountant
University of Johannesburg 1992 — 1995
B.Com (Hons), Accounting
Le Andre' Boone Le Andre' Boone's Independent Advisor Experience April 2012 - Present
Job Financial Advisor
Industry Insurance
Experience
Independent Advisor April 2012 - Present
Home Paramount Pest Control March 2011 - March 2012
Terminix International January 2010 - February 2011
Capital One January 2008 - December 2009
Skills
Opportunity Management, Relationship Management, Strategic Business..., Portfolio Management, Growth Management, Certified Pesticide..., Proficient Typing Skills, Life & Health Insurance..., Microsoft Office, PowerPoint, Sales Management, Financial Analysis
Education
The Ohio State University 2001 — 2004
Communication, Journalism, and Related Programs
Independent Advisor April 2012 - Present
Home Paramount Pest Control March 2011 - March 2012
Terminix International January 2010 - February 2011
Capital One January 2008 - December 2009
Skills
Opportunity Management, Relationship Management, Strategic Business..., Portfolio Management, Growth Management, Certified Pesticide..., Proficient Typing Skills, Life & Health Insurance..., Microsoft Office, PowerPoint, Sales Management, Financial Analysis
Education
The Ohio State University 2001 — 2004
Communication, Journalism, and Related Programs
Ronald Scowby Ronald Scowby's Independent Advisor Experience
Job Management & Financial Consultant
Industry Management Consulting
Experience
Independent Advisor
Skills
Business Strategy, Strategic Planning, Strategy Development, Financial Accounting, Design Accounting &..., Financial Modeling, Business Process..., Change Management, Business Analysis, Strategy, Mergers & Acquisitions, Business Planning, Management Consulting, Risk Management
Education
University of Natal
Mercantile Law, Accounting, Taxation, Statistics
Independent Advisor
Skills
Business Strategy, Strategic Planning, Strategy Development, Financial Accounting, Design Accounting &..., Financial Modeling, Business Process..., Change Management, Business Analysis, Strategy, Mergers & Acquisitions, Business Planning, Management Consulting, Risk Management
Education
University of Natal
Mercantile Law, Accounting, Taxation, Statistics
Susan Ashbaker Susan Ashbaker's Independent Advisor Experience 1995 - Present
Job General Director at TriCities Opera
Industry Music
Experience
Tri-Cities Opera 2014 - Present
Rider University 2005 - Present
CoOPERAtive Program at Westminster 2006 - Present
Professional and Educational Organizations 2006 - Present
Independent Advisor 1995 - Present
Commonwealth Youthchoirs 2007 - 2013
The Curtis Institute of Music 1993 - 2010
Opera Company of Philadelphia 1989 - 2005
The Academy of Vocal Arts 1988 - 1993
Skills
Vocal Coaching, Arts Administration, Classical, Opera, Musical Theatre, Performing Arts, Music, Choral, Music Education, Piano, Chamber Music, Italian, Non-profits, Pianist, Fundraising, Event Planning, Theatre, Vocal consultant, Lecturer, Career Advisor, Stage, Nonprofits, Accompaniment, Orchestral Music, Music Theory, Ensemble
Education
University of Illinois at Urbana-Champaign 1982 — 1984
Master of Music, Vocal Accompanying/Coaching
Southern Illinois University, Carbondale 1979 — 1980
Master of Music, Piano Performance
L'ecole normale de musique 1978 — 1979
Piano Performance
Tri-Cities Opera 2014 - Present
Rider University 2005 - Present
CoOPERAtive Program at Westminster 2006 - Present
Professional and Educational Organizations 2006 - Present
Independent Advisor 1995 - Present
Commonwealth Youthchoirs 2007 - 2013
The Curtis Institute of Music 1993 - 2010
Opera Company of Philadelphia 1989 - 2005
The Academy of Vocal Arts 1988 - 1993
Skills
Vocal Coaching, Arts Administration, Classical, Opera, Musical Theatre, Performing Arts, Music, Choral, Music Education, Piano, Chamber Music, Italian, Non-profits, Pianist, Fundraising, Event Planning, Theatre, Vocal consultant, Lecturer, Career Advisor, Stage, Nonprofits, Accompaniment, Orchestral Music, Music Theory, Ensemble
Education
University of Illinois at Urbana-Champaign 1982 — 1984
Master of Music, Vocal Accompanying/Coaching
Southern Illinois University, Carbondale 1979 — 1980
Master of Music, Piano Performance
L'ecole normale de musique 1978 — 1979
Piano Performance
Lamar Chesney Lamar Chesney's Independent Advisor Experience 2011 - Present
Job Speaker, Writer & Advisor Business Strategy, Corporate Finance & Supply Chain Management
Industry Executive Office
Experience
Independent Advisor 2011 - Present
SunTrust Banks 2007 - 2011
Marsh McLennan & Cos. 2006 - 2007
Mirant Corporation 2004 - 2006
Delta Air Lines 2000 - 2004
The Coca-Cola Company 1997 - 2000
The Coca-Cola Bottling Co of NY 1995 - 1997
The Coca-Cola Company 1993 - 1995
Coca-Cola Enterprises 1987 - 1993
Charter Medical Corporation 1975 - 1987
Skills
Supplier Management, Organizational..., Sourcing, Leadership Development, Finance, Invester Relations, Litigation Support, Risk Management, Benefits Administration, Strategic & Operational..., International Operations, Sarbanes-Oxley &..., Merger, Acquisitions &..., Supply Management, Strategic Planning, Mergers, Internal Controls, Procurement, Talent Management, Strategy, Restructuring, Change Management, Accounting, Financial Reporting, Business Process..., Negotiation, Business Transformation, Supply Chain Management, Outsourcing, Business Strategy, Operations Management, Process Improvement, Auditing, Strategic Sourcing, Management, Spend Analysis, Mergers & Acquisitions, Purchasing, Global Sourcing, Supplier Development, Contract Negotiation, Cross-functional Team..., Contract Management, Leadership, Supply Chain, Forecasting, Vendor Management, Acquisition Integration, Executive Management, Manufacturing
Education
University of Tennessee-Knoxville - College of Business Administration 1969 — 1971
Bachelor of Science, Finance & Accounting
Hiwassee College 1967 — 1969
Associate in Arts, Finance & Accounting
Carter High School 1963 — 1967
High School Diploma, Various
Underwood Grammer School 1955 — 1963
Various
Independent Advisor 2011 - Present
SunTrust Banks 2007 - 2011
Marsh McLennan & Cos. 2006 - 2007
Mirant Corporation 2004 - 2006
Delta Air Lines 2000 - 2004
The Coca-Cola Company 1997 - 2000
The Coca-Cola Bottling Co of NY 1995 - 1997
The Coca-Cola Company 1993 - 1995
Coca-Cola Enterprises 1987 - 1993
Charter Medical Corporation 1975 - 1987
Skills
Supplier Management, Organizational..., Sourcing, Leadership Development, Finance, Invester Relations, Litigation Support, Risk Management, Benefits Administration, Strategic & Operational..., International Operations, Sarbanes-Oxley &..., Merger, Acquisitions &..., Supply Management, Strategic Planning, Mergers, Internal Controls, Procurement, Talent Management, Strategy, Restructuring, Change Management, Accounting, Financial Reporting, Business Process..., Negotiation, Business Transformation, Supply Chain Management, Outsourcing, Business Strategy, Operations Management, Process Improvement, Auditing, Strategic Sourcing, Management, Spend Analysis, Mergers & Acquisitions, Purchasing, Global Sourcing, Supplier Development, Contract Negotiation, Cross-functional Team..., Contract Management, Leadership, Supply Chain, Forecasting, Vendor Management, Acquisition Integration, Executive Management, Manufacturing
Education
University of Tennessee-Knoxville - College of Business Administration 1969 — 1971
Bachelor of Science, Finance & Accounting
Hiwassee College 1967 — 1969
Associate in Arts, Finance & Accounting
Carter High School 1963 — 1967
High School Diploma, Various
Underwood Grammer School 1955 — 1963
Various
Motoo Noda Motoo Noda's Independent Advisor Experience November 2011 - January 2014
Job M&A / Commercial Law Specialist | Executive Management | Global Executive MBA
Industry Internet
Experience
Rakuten.com January 2014 - Present
Jamgle Jam USA, Inc. June 2013 - Present
Jamgle Jam 2004 - Present
Independent Advisor November 2011 - January 2014
GMO GlobalSign, Inc. January 2010 - October 2011
GMO GlobalSign, Ltd. February 2007 - October 2011
Sato & Partners 2003 - 2007
Mitsui, Yasuda, Wani & Maeda 2000 - 2003
Hewlett-Packard 1998 - 2000
Skills
M&A, IPO, Start-ups, Corporate Law, Corporate Finance, Corporate Strategy..., Business Growth..., International Expansion, Entrepreneurship, Strategic Alliances, Mergers, Strategic Partnerships, Mergers & Acquisitions, Leadership, Strategy, Management, Management Consulting, Executive Management, Business Intelligence, Sales Operations, Cloud Computing, Product Management
Education
NYU Stern, LSE, and HEC 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles - School of Law 1997 — 1998
Master in Law (LLM)
Aoyama Gakuin University 1994 — 1997
Bachelor in Law (LLB), Private Law
Rakuten.com January 2014 - Present
Jamgle Jam USA, Inc. June 2013 - Present
Jamgle Jam 2004 - Present
Independent Advisor November 2011 - January 2014
GMO GlobalSign, Inc. January 2010 - October 2011
GMO GlobalSign, Ltd. February 2007 - October 2011
Sato & Partners 2003 - 2007
Mitsui, Yasuda, Wani & Maeda 2000 - 2003
Hewlett-Packard 1998 - 2000
Skills
M&A, IPO, Start-ups, Corporate Law, Corporate Finance, Corporate Strategy..., Business Growth..., International Expansion, Entrepreneurship, Strategic Alliances, Mergers, Strategic Partnerships, Mergers & Acquisitions, Leadership, Strategy, Management, Management Consulting, Executive Management, Business Intelligence, Sales Operations, Cloud Computing, Product Management
Education
NYU Stern, LSE, and HEC 2011 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles - School of Law 1997 — 1998
Master in Law (LLM)
Aoyama Gakuin University 1994 — 1997
Bachelor in Law (LLB), Private Law
Mark Costanza's Independent Advisor Experience June 2015 - Present
Job Executive / Healthcare Information Technology (HIT) / Business Development Strategy / Consulting / Product Innovation
Industry Information Technology and Services
Experience
Independent Advisor June 2015 - Present
Siemens Healthcare (Health Services acquired by Cerner 2015) May 2012 - May 2015
CSC Consulting August 2010 - April 2012
McKesson Provider Technologies July 2009 - August 2010
McKesson Provider Technologies July 2007 - July 2009
Cerner Corporation July 2004 - July 2007
Cerner Corporation 2000 - 2003
Cerner Corporation 1999 - 2000
Cerner Corporation 1992 - 1999
Ernst & Young 1989 - 1992
Skills
Strategy, Enterprise Software, Healthcare Information..., Leadership, Strategic Partnerships, Consulting, CRM, Management Consulting, Healthcare Industry, Healthcare Consulting, Business Development, Strategic Planning, Management, New Business Development, Healthcare, Sales Management, Business Intelligence, Sales, EHR, Process Improvement, Software, EMR, Project Management, Change Management, Program Management, Executive Management, Outsourcing, Sales Process, Informatics, PMO, Health Information..., Governance, Leadership Development, Hospitals, Professional Services, Cerner, Cross-functional Team..., Revenue Cycle, SaaS, Budgets, Performance Improvement, IT Strategy, P&L Management, Shareholder Value, Sales Operations, Emerging Healthcare..., Startup Development, Turnaround Initiatives, Product Innovation, Global Business...
Education
Auburn University 1982 — 1986
BSCS
Independent Advisor June 2015 - Present
Siemens Healthcare (Health Services acquired by Cerner 2015) May 2012 - May 2015
CSC Consulting August 2010 - April 2012
McKesson Provider Technologies July 2009 - August 2010
McKesson Provider Technologies July 2007 - July 2009
Cerner Corporation July 2004 - July 2007
Cerner Corporation 2000 - 2003
Cerner Corporation 1999 - 2000
Cerner Corporation 1992 - 1999
Ernst & Young 1989 - 1992
Skills
Strategy, Enterprise Software, Healthcare Information..., Leadership, Strategic Partnerships, Consulting, CRM, Management Consulting, Healthcare Industry, Healthcare Consulting, Business Development, Strategic Planning, Management, New Business Development, Healthcare, Sales Management, Business Intelligence, Sales, EHR, Process Improvement, Software, EMR, Project Management, Change Management, Program Management, Executive Management, Outsourcing, Sales Process, Informatics, PMO, Health Information..., Governance, Leadership Development, Hospitals, Professional Services, Cerner, Cross-functional Team..., Revenue Cycle, SaaS, Budgets, Performance Improvement, IT Strategy, P&L Management, Shareholder Value, Sales Operations, Emerging Healthcare..., Startup Development, Turnaround Initiatives, Product Innovation, Global Business...
Education
Auburn University 1982 — 1986
BSCS
Frederick Siegele Frederick Siegele's Independent Advisor Experience June 2012 - Present
Job Commercialization/Management Advisor and Attorney
Industry Management Consulting
Experience
Hill Country Golf Carts March 2015 - Present
Independent Advisor June 2012 - Present
JP3 Measurement, LLC December 2011 - June 2012
CADmeleon/CO2 Estates May 2010 - December 2011
Siegele Law Group January 2004 - May 2010
Fluorine On Call, Ltd January 2000 - January 2005
Advanced Delivery & Chemical Systems Division of ATMI January 1991 - December 1999
Rogers Corporation January 1987 - January 1988
Skills
Business Development, Strategic Planning, Contract Management, Project Management, Energy, Manufacturing, Contract Negotiation, Intellectual Property, Construction, Change Management, Management, Mergers, Sustainability, Negotiation, Start-ups, Process Improvement, Licensing, Business Strategy, Engineering, New Business Development, Competitive Analysis, Program Management, Strategy, Due Diligence, Entrepreneurship, Renewable Energy, Business Planning, Mergers & Acquisitions, Cross-functional Team..., Operations Management, Analysis, Feasibility Studies, Business Process..., Forecasting, Semiconductors, Product Development, CRM, Leadership, Strategic Partnerships, Litigation, International Business, Energy Efficiency
Education
Arizona State University College of Law 1989 — 1991
Juris Doctor
Arizona State University 1984 — 1987
B.S., Finance; Securities Analysis and Portfolio Management
University of Wisconsin-Madison 1983 — 1984
Glenbrook North High School 1979 — 1983
Hill Country Golf Carts March 2015 - Present
Independent Advisor June 2012 - Present
JP3 Measurement, LLC December 2011 - June 2012
CADmeleon/CO2 Estates May 2010 - December 2011
Siegele Law Group January 2004 - May 2010
Fluorine On Call, Ltd January 2000 - January 2005
Advanced Delivery & Chemical Systems Division of ATMI January 1991 - December 1999
Rogers Corporation January 1987 - January 1988
Skills
Business Development, Strategic Planning, Contract Management, Project Management, Energy, Manufacturing, Contract Negotiation, Intellectual Property, Construction, Change Management, Management, Mergers, Sustainability, Negotiation, Start-ups, Process Improvement, Licensing, Business Strategy, Engineering, New Business Development, Competitive Analysis, Program Management, Strategy, Due Diligence, Entrepreneurship, Renewable Energy, Business Planning, Mergers & Acquisitions, Cross-functional Team..., Operations Management, Analysis, Feasibility Studies, Business Process..., Forecasting, Semiconductors, Product Development, CRM, Leadership, Strategic Partnerships, Litigation, International Business, Energy Efficiency
Education
Arizona State University College of Law 1989 — 1991
Juris Doctor
Arizona State University 1984 — 1987
B.S., Finance; Securities Analysis and Portfolio Management
University of Wisconsin-Madison 1983 — 1984
Glenbrook North High School 1979 — 1983
Brahm Wolch Brahm Wolch's Independent Advisor Experience February 2004 - Present
Job Life & Group Insurance Specialist | Ensure your financial peace of mind and security
Industry Financial Services
Experience
Independent Advisor February 2004 - Present
TD May 2002 - October 2003
TD Waterhouse December 1998 - May 2002
TD January 1993 - November 1997
Skills
Mutual Funds, Critical Illness, Financial Services, Investments, Retirement Planning, Small Business, Disability Insurance, Mortgage Lending, Fixed Annuities, Life Insurance, Group Insurance, TFSA Accounts, RRSP's, Long Term Care Insurance, Key Man Insurance, Segregated Mutual Funds
Education
Concordia University 1992 — 1994
Diploma Insititutional Administration, Public Administration
Concordia University 1988 — 1994
Bachelor of Arts (BA), Political Science and Government
Independent Advisor February 2004 - Present
TD May 2002 - October 2003
TD Waterhouse December 1998 - May 2002
TD January 1993 - November 1997
Skills
Mutual Funds, Critical Illness, Financial Services, Investments, Retirement Planning, Small Business, Disability Insurance, Mortgage Lending, Fixed Annuities, Life Insurance, Group Insurance, TFSA Accounts, RRSP's, Long Term Care Insurance, Key Man Insurance, Segregated Mutual Funds
Education
Concordia University 1992 — 1994
Diploma Insititutional Administration, Public Administration
Concordia University 1988 — 1994
Bachelor of Arts (BA), Political Science and Government
Greg Henk Greg Henk's Independent Advisor Experience June 2014 - Present
Job HyperMaster, Quay Valley Hyperloop System at Hyperloop Transportation Technologies Inc
Industry Construction
Experience
Stantec September 2015 - Present
Hill International, Inc. September 2015 - Present
Hyperloop Transportation Technologies Inc July 2015 - Present
Independent Advisor June 2014 - Present
Flatiron Construction April 1997 - April 2012
Skills
Construction Management, Proposal Writing, Project Management, Design-Build, Highways, Contract Management, Civil Engineering, Construction, Bridge, Rail, Drainage, Land Development, Project Estimation, Water, Stormwater Management, Concrete, Geotechnical Engineering, Transportation..., Sewer, Road, CPM Scheduling, Surveying, Grading, Feasibility Studies, Value Engineering, Structural Engineering, Change Orders
Education
Marquette University
BSCE, Structures
University of Colorado at Denver
Certificate, Graduate School of Public Affairs
Stantec September 2015 - Present
Hill International, Inc. September 2015 - Present
Hyperloop Transportation Technologies Inc July 2015 - Present
Independent Advisor June 2014 - Present
Flatiron Construction April 1997 - April 2012
Skills
Construction Management, Proposal Writing, Project Management, Design-Build, Highways, Contract Management, Civil Engineering, Construction, Bridge, Rail, Drainage, Land Development, Project Estimation, Water, Stormwater Management, Concrete, Geotechnical Engineering, Transportation..., Sewer, Road, CPM Scheduling, Surveying, Grading, Feasibility Studies, Value Engineering, Structural Engineering, Change Orders
Education
Marquette University
BSCE, Structures
University of Colorado at Denver
Certificate, Graduate School of Public Affairs
Chris Seidensticker Chris Seidensticker's Independent Advisor Experience May 2011 - Present
Job Independent advisor and finance and operations start up exec
Industry Management Consulting
Experience
Independent Advisor May 2011 - Present
Prism November 2012 - Present
OpenAura September 2014 - Present
PaxVax, Inc. November 2014 - Present
PaxVax, Inc. February 2012 - October 2014
Astro Gaming, Inc. February 2009 - May 2011
Estech December 2003 - January 2009
Siebel Systems October 2002 - December 2003
UBS Warburg LLC July 2001 - August 2001
Baxter Healthcare May 1999 - July 2000
Skills
Business Strategy, Operations Management, Corporate Fundraising, Financial Modeling, Accounting, Finance, Start-ups, Venture Capital, Fundraising, Forecasting, Product Development, Sales Management, Cross-functional Team..., Sales, Managerial Finance, CRM, Budgets, Mergers & Acquisitions, Enterprise Software, Business Development, Pricing, Business Planning, Negotiation, Strategic Planning, Financial Analysis, Executive Management, Strategic Financial..., Valuation, Strategy, Project Planning, Management, Business Valuation, Leadership, Marketing, Analysis, Management Consulting, Restructuring, Program Management, Human Resources, Product Management, Analytics, Competitive Analysis, Corporate Finance, Strategic Partnerships, Outsourcing, Corporate Development, Financial Planning
Education
University of Chicago Graduate School of Business 2000 — 2002
MBA
ESADE Business School 2001 — 2001
University of Notre Dame 1991 — 1995
BBA
Independent Advisor May 2011 - Present
Prism November 2012 - Present
OpenAura September 2014 - Present
PaxVax, Inc. November 2014 - Present
PaxVax, Inc. February 2012 - October 2014
Astro Gaming, Inc. February 2009 - May 2011
Estech December 2003 - January 2009
Siebel Systems October 2002 - December 2003
UBS Warburg LLC July 2001 - August 2001
Baxter Healthcare May 1999 - July 2000
Skills
Business Strategy, Operations Management, Corporate Fundraising, Financial Modeling, Accounting, Finance, Start-ups, Venture Capital, Fundraising, Forecasting, Product Development, Sales Management, Cross-functional Team..., Sales, Managerial Finance, CRM, Budgets, Mergers & Acquisitions, Enterprise Software, Business Development, Pricing, Business Planning, Negotiation, Strategic Planning, Financial Analysis, Executive Management, Strategic Financial..., Valuation, Strategy, Project Planning, Management, Business Valuation, Leadership, Marketing, Analysis, Management Consulting, Restructuring, Program Management, Human Resources, Product Management, Analytics, Competitive Analysis, Corporate Finance, Strategic Partnerships, Outsourcing, Corporate Development, Financial Planning
Education
University of Chicago Graduate School of Business 2000 — 2002
MBA
ESADE Business School 2001 — 2001
University of Notre Dame 1991 — 1995
BBA
Luis Arellano Luis Arellano's Independent Advisor Experience December 2013 - April 2015
Job Program Director, Cloud Analytics at IBM
Industry Internet
Experience
IBM May 2015 - Present
Independent Advisor December 2013 - April 2015
ZenPayroll June 2013 - November 2013
Time Warner Cable January 2012 - November 2012
McKinsey & Company November 2007 - December 2011
Onavoice, Inc. 2006 - 2007
SAP 2006 - 2006
eFinance Corporation (acquired by Identrust) 2002 - 2005
Innetvations 2000 - 2001
mySimon 1998 - 2000
Skills
Telecommunications, Start-ups, Project Management, Strategy, Management, Product Management, XML, Mobile Devices, Human Resources, Go-to-market Strategy, Enterprise Software, Entrepreneurship, Sales Operations, Business Strategy, Analytics, Business Development, Talent Management, Pricing, Market Research, Event Management, Marketing, Digital Marketing, Advertising, Data Analysis, Product Development, Event Planning, Competitive Analysis, SaaS, Training, Leadership, B2B, Segmentation, Cross-functional Team..., Strategic Partnerships, Analysis, Strategic Consulting, Management Consulting, E-commerce, Product Marketing, Strategic Planning
Education
Stanford University Graduate School of Business 2005 — 2007
Master, Business Administration
Stanford University
Bachelor's of Science, Electrical Engineering
IBM May 2015 - Present
Independent Advisor December 2013 - April 2015
ZenPayroll June 2013 - November 2013
Time Warner Cable January 2012 - November 2012
McKinsey & Company November 2007 - December 2011
Onavoice, Inc. 2006 - 2007
SAP 2006 - 2006
eFinance Corporation (acquired by Identrust) 2002 - 2005
Innetvations 2000 - 2001
mySimon 1998 - 2000
Skills
Telecommunications, Start-ups, Project Management, Strategy, Management, Product Management, XML, Mobile Devices, Human Resources, Go-to-market Strategy, Enterprise Software, Entrepreneurship, Sales Operations, Business Strategy, Analytics, Business Development, Talent Management, Pricing, Market Research, Event Management, Marketing, Digital Marketing, Advertising, Data Analysis, Product Development, Event Planning, Competitive Analysis, SaaS, Training, Leadership, B2B, Segmentation, Cross-functional Team..., Strategic Partnerships, Analysis, Strategic Consulting, Management Consulting, E-commerce, Product Marketing, Strategic Planning
Education
Stanford University Graduate School of Business 2005 — 2007
Master, Business Administration
Stanford University
Bachelor's of Science, Electrical Engineering
Andrea M. Ritch, CSA Andrea M. Ritch, CSA's Independent Advisor Experience September 2008 - Present
Job Investment Advisor Representative/Financial Advisor/Certified Senior Advisor®
Industry Financial Services
Experience
Independent Advisor September 2008 - Present
Brown Advisory Group, LLC July 1999 - September 2008
Starkweather & Shepley Insurance Brokerage Inc. April 1992 - July 1999
Skills
Series 7, Retirement Planning, Investments, Mutual Funds, Retirement, Investment Advisory, Series 63, Series 6, Financial Services, Wealth Management, Life Insurance, Financial Planning, Asset Allocation, Financial Advisory, Securities, Investment Strategies, Disability Insurance, Insurance, Portfolio Management, Seniors, Wealth Accumulation, Series 65
Education
Bryant University
Financial Planning Certificate
Rhode Island College
Education
Independent Advisor September 2008 - Present
Brown Advisory Group, LLC July 1999 - September 2008
Starkweather & Shepley Insurance Brokerage Inc. April 1992 - July 1999
Skills
Series 7, Retirement Planning, Investments, Mutual Funds, Retirement, Investment Advisory, Series 63, Series 6, Financial Services, Wealth Management, Life Insurance, Financial Planning, Asset Allocation, Financial Advisory, Securities, Investment Strategies, Disability Insurance, Insurance, Portfolio Management, Seniors, Wealth Accumulation, Series 65
Education
Bryant University
Financial Planning Certificate
Rhode Island College
Education
Bill Frech Bill Frech's Independent Advisor Experience 2015 - Present
Job Independent Advisor
Industry Management Consulting
Experience
Independent Advisor 2015 - Present
WGroup 2012 - 2014
CandidAdvisors 2009 - 2012
TPI / ISG 2005 - 2009
Capgemini 2000 - 2005
Ernst & Young 1998 - 2000
Ernst & Young 1995 - 1998
The Hackett Group 1992 - 1995
Digital Equipment Corporation 1986 - 1992
Skills
BPO, Shared Services, Outsourcing, Business Process..., Governance, Benchmarking, Program Management, Management Consulting, Business Process, Process Improvement, Business Strategy, Offshoring, Business Transformation, Restructuring, Outsourcing Management, Outsourcing advisory, Contract Negotiation, Insourcing, Change Management, Executive Management, Acquisition Integration, Team Building, Sourcing, Management, IT Transformation, Performance Improvement, Finance, Procurement, Organizational Design, Vendor Management, Strategy, Operational Excellence, Consulting, Financial Services, Leadership, Project Planning, IT Strategy, CRM, Business Process..., Mergers & Acquisitions, Project Management, Strategic Planning, Project Portfolio..., Human Resources, PMO, IT Outsourcing, Operating Models, Global Delivery, Information Technology, Service Delivery
Education
University of Rhode Island 1970 — 1974
BA
University of South Carolina-Columbia
MS
Independent Advisor 2015 - Present
WGroup 2012 - 2014
CandidAdvisors 2009 - 2012
TPI / ISG 2005 - 2009
Capgemini 2000 - 2005
Ernst & Young 1998 - 2000
Ernst & Young 1995 - 1998
The Hackett Group 1992 - 1995
Digital Equipment Corporation 1986 - 1992
Skills
BPO, Shared Services, Outsourcing, Business Process..., Governance, Benchmarking, Program Management, Management Consulting, Business Process, Process Improvement, Business Strategy, Offshoring, Business Transformation, Restructuring, Outsourcing Management, Outsourcing advisory, Contract Negotiation, Insourcing, Change Management, Executive Management, Acquisition Integration, Team Building, Sourcing, Management, IT Transformation, Performance Improvement, Finance, Procurement, Organizational Design, Vendor Management, Strategy, Operational Excellence, Consulting, Financial Services, Leadership, Project Planning, IT Strategy, CRM, Business Process..., Mergers & Acquisitions, Project Management, Strategic Planning, Project Portfolio..., Human Resources, PMO, IT Outsourcing, Operating Models, Global Delivery, Information Technology, Service Delivery
Education
University of Rhode Island 1970 — 1974
BA
University of South Carolina-Columbia
MS
Kevin O'Meara Kevin O'Meara's Independent Advisor Experience September 2012 - Present
Job Manufacturing/Distribution CEO
Industry Executive Office
Experience
Independent Advisor September 2012 - Present
CPG International December 2013 - Present
Interior Specialists, Inc. December 2014 - Present
Infiltrator Water Technologies July 2015 - Present
Atrium Corporation June 2010 - September 2012
Golden Gate Capital November 2008 - June 2010
Builders FirstSource October 2006 - October 2007
Builders FirstSource November 2000 - October 2006
Builders FirstSource September 1997 - November 2000
Fibreboard Corporation May 1997 - September 1997
Skills
CEOs, Board of Directors, COOs, CFOs, Leadership, Sales Growth, Operations Improvement, Strategy, Financial Mgmt, Acquistions, Acquisition Integration, Private Equity, Public Companies, Building Products, Manufacturing, Distributors
Education
Harvard Business School 1986 — 1988
MBA
Southern Methodist University 1982 — 1986
Bachelor of Business Administration (BBA - Accounting), Bachelor of Arts (BA - Economics)
Independent Advisor September 2012 - Present
CPG International December 2013 - Present
Interior Specialists, Inc. December 2014 - Present
Infiltrator Water Technologies July 2015 - Present
Atrium Corporation June 2010 - September 2012
Golden Gate Capital November 2008 - June 2010
Builders FirstSource October 2006 - October 2007
Builders FirstSource November 2000 - October 2006
Builders FirstSource September 1997 - November 2000
Fibreboard Corporation May 1997 - September 1997
Skills
CEOs, Board of Directors, COOs, CFOs, Leadership, Sales Growth, Operations Improvement, Strategy, Financial Mgmt, Acquistions, Acquisition Integration, Private Equity, Public Companies, Building Products, Manufacturing, Distributors
Education
Harvard Business School 1986 — 1988
MBA
Southern Methodist University 1982 — 1986
Bachelor of Business Administration (BBA - Accounting), Bachelor of Arts (BA - Economics)
Scott Schroepfer Scott Schroepfer's Independent Advisor Experience July 2010 - January 2014
Job Senior Portfolio Manager at Prudent Man Advisors, Inc.
Industry Investment Management
Experience
Prudent Man Advisors, Inc. February 2014 - Present
Minds Matter Twin Cities June 2012 - Present
Animal Humane Society December 2011 - Present
Bluestem Group, Inc. October 2011 - Present
Independent Advisor July 2010 - January 2014
ServeMinnesota Education Foundation March 2011 - December 2013
RiverSource Investments November 1990 - June 2010
First Bank 1986 - 1989
Skills
Asset Managment, Investments, Asset Management, Mutual Funds, Portfolio Management, Insurance, Investment Management, Strategic Financial..., Securities, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Wisconsin-Stevens Point 1978 — 1981
B.S., Business Administration
Nekoosa High School 1973 — 1977
Prudent Man Advisors, Inc. February 2014 - Present
Minds Matter Twin Cities June 2012 - Present
Animal Humane Society December 2011 - Present
Bluestem Group, Inc. October 2011 - Present
Independent Advisor July 2010 - January 2014
ServeMinnesota Education Foundation March 2011 - December 2013
RiverSource Investments November 1990 - June 2010
First Bank 1986 - 1989
Skills
Asset Managment, Investments, Asset Management, Mutual Funds, Portfolio Management, Insurance, Investment Management, Strategic Financial..., Securities, Investment Advisory
Education
University of Minnesota - Carlson School of Management 1985 — 1986
MBA, Finance
University of Wisconsin-Stevens Point 1978 — 1981
B.S., Business Administration
Nekoosa High School 1973 — 1977
Vitaly Golomb Vitaly Golomb's Independent Advisor Experience March 2003 - Present
Job Entrepreneur // Investor // 500 Startups Mentor // Author // AwardWinning Designer // Keynote Speaker // Consultant
Industry Internet
Experience
Accelerated Startup – The New Business School March 2014 - Present
TechCrunch July 2014 - Present
SenStay August 2015 - Present
Rimac Automobili d.o.o. May 2015 - Present
CCC Startups January 2013 - Present
500 Startups October 2012 - Present
Independent Advisor March 2003 - Present
Keen Systems June 2010 - September 2015
European Innovation Academy July 2015 - July 2015
Etohum February 2014 - February 2015
Skills
Internet product..., User experience (UX)..., User interface (UI)..., Branding, Identity, Positioning, Analytics-driven online..., User acquisition, Direct marketing, Online Advertising, User Experience, Direct Marketing, User Interface Design, Lead Generation, Online Marketing, Mergers, Internet Product..., Start-ups, Mergers & Acquisitions, Entrepreneurship, E-commerce, Strategy, Blogging, Social Media Marketing, English, Social Networking, Russian, Web Design, Leadership, Product Management, Strategic Partnerships, Marketing, Strategic Planning, Small Business, Business Development, Integrated Marketing, Web Analytics, Mobile Devices, Enterprise Software, Management, SaaS, Business Strategy, Venture Capital, Product Development, Consulting, Mobile Marketing, Mobile Applications, Product Marketing, Corporate Branding, SEO
Education
Cogswell Polytechnical College
BA, Computer and Video Imaging
Presentation training with Jerry Wiessman
Santa Clara University
Communications
Homestead High School (Cupertino)
Accelerated Startup – The New Business School March 2014 - Present
TechCrunch July 2014 - Present
SenStay August 2015 - Present
Rimac Automobili d.o.o. May 2015 - Present
CCC Startups January 2013 - Present
500 Startups October 2012 - Present
Independent Advisor March 2003 - Present
Keen Systems June 2010 - September 2015
European Innovation Academy July 2015 - July 2015
Etohum February 2014 - February 2015
Skills
Internet product..., User experience (UX)..., User interface (UI)..., Branding, Identity, Positioning, Analytics-driven online..., User acquisition, Direct marketing, Online Advertising, User Experience, Direct Marketing, User Interface Design, Lead Generation, Online Marketing, Mergers, Internet Product..., Start-ups, Mergers & Acquisitions, Entrepreneurship, E-commerce, Strategy, Blogging, Social Media Marketing, English, Social Networking, Russian, Web Design, Leadership, Product Management, Strategic Partnerships, Marketing, Strategic Planning, Small Business, Business Development, Integrated Marketing, Web Analytics, Mobile Devices, Enterprise Software, Management, SaaS, Business Strategy, Venture Capital, Product Development, Consulting, Mobile Marketing, Mobile Applications, Product Marketing, Corporate Branding, SEO
Education
Cogswell Polytechnical College
BA, Computer and Video Imaging
Presentation training with Jerry Wiessman
Santa Clara University
Communications
Homestead High School (Cupertino)
Richard Atwood's Independent Advisor Experience January 2015 - Present
Job Financial Education and business development
Industry Financial Services
Experience
independent advisor January 2015 - Present
Financial Education July 2013 - Present
World Financial Group (WFG) July 2013 - May 2015
Skills
Microsoft Office, Financial Analysis, Financial Planning, Customer Service, Retirement Planning, Life Insurance, Strategic Planning, Microsoft Excel
Education
University of Phoenix 2007 — 2010
Business Administration and Management, General
University of Phoenix 2007 — 2010
Bachelor's degree, Business Administration and Management, General
independent advisor January 2015 - Present
Financial Education July 2013 - Present
World Financial Group (WFG) July 2013 - May 2015
Skills
Microsoft Office, Financial Analysis, Financial Planning, Customer Service, Retirement Planning, Life Insurance, Strategic Planning, Microsoft Excel
Education
University of Phoenix 2007 — 2010
Business Administration and Management, General
University of Phoenix 2007 — 2010
Bachelor's degree, Business Administration and Management, General
Pedro A. Curry Pedro A. Curry's Independent Advisor Experience May 2014 - Present
Job Vice President & General Manager of AG Nutrition at QualiTech
Industry Executive Office
Experience
QualiTech February 2015 - Present
Independent Advisor May 2014 - Present
Capital One April 2012 - January 2014
Cargill December 2001 - April 2012
Cargill June 2008 - December 2010
Cargill February 2005 - May 2008
Cargill December 2001 - February 2005
The PDP Group LLC September 2001 - December 2001
CORANSA February 1999 - November 2000
Monsanto May 1995 - February 1999
Skills
Strategy, Cross-functional Team..., Business Strategy, Strategic Planning, Start-ups, New Business Development, Change Management, Leadership, P&L Management, Business Development, Product Development, Management, Team Leadership, Management Consulting, Sales Management, Agribusiness, Operations Management, Negotiation, Process Improvement, Market Planning, Mergers, Business Planning, Coaching, Marketing Strategy, Sales Operations, Tactical Planning, Global Business..., Employee Engagement, Operational Strategy, Team Building, Forecasting, Budgets, Pricing, Risk Management, Contract Negotiation, International Sales, Mergers & Acquisitions, Supply Chain, Project Planning, Business Turnaround, Manufacturing Operations, Competitive Analysis, Acquisition Integration, Supply Chain Management, International Business, Product Management, Market Analysis, Manufacturing, Program Management, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2011
MBA Global, General Management
Cornell University 1989 — 1993
Master of Science, Charles H. Dyson School of Applied Economics and Management, Agricultural Economics
Zamorano 1988 — 1989
Bachelor of Science (B.S.), Ag. Engineering & Ag. Business Ingeniero Agronomo, Agronegocios
Zamorano 1985 — 1987
Associate of Science (A.S.), Agronomy and Animal Science / Agronomo, Best Performance Award Class of '87 Premio Mejor Trabajador Clase '87
QualiTech February 2015 - Present
Independent Advisor May 2014 - Present
Capital One April 2012 - January 2014
Cargill December 2001 - April 2012
Cargill June 2008 - December 2010
Cargill February 2005 - May 2008
Cargill December 2001 - February 2005
The PDP Group LLC September 2001 - December 2001
CORANSA February 1999 - November 2000
Monsanto May 1995 - February 1999
Skills
Strategy, Cross-functional Team..., Business Strategy, Strategic Planning, Start-ups, New Business Development, Change Management, Leadership, P&L Management, Business Development, Product Development, Management, Team Leadership, Management Consulting, Sales Management, Agribusiness, Operations Management, Negotiation, Process Improvement, Market Planning, Mergers, Business Planning, Coaching, Marketing Strategy, Sales Operations, Tactical Planning, Global Business..., Employee Engagement, Operational Strategy, Team Building, Forecasting, Budgets, Pricing, Risk Management, Contract Negotiation, International Sales, Mergers & Acquisitions, Supply Chain, Project Planning, Business Turnaround, Manufacturing Operations, Competitive Analysis, Acquisition Integration, Supply Chain Management, International Business, Product Management, Market Analysis, Manufacturing, Program Management, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2011
MBA Global, General Management
Cornell University 1989 — 1993
Master of Science, Charles H. Dyson School of Applied Economics and Management, Agricultural Economics
Zamorano 1988 — 1989
Bachelor of Science (B.S.), Ag. Engineering & Ag. Business Ingeniero Agronomo, Agronegocios
Zamorano 1985 — 1987
Associate of Science (A.S.), Agronomy and Animal Science / Agronomo, Best Performance Award Class of '87 Premio Mejor Trabajador Clase '87
Aniket Sheth Aniket Sheth's Independent Advisor Experience October 2013 - April 2014
Job Senior Consultant at EY
Industry Financial Services
Experience
EY August 2015 - Present
Johnson Graduate School of Management at Cornell University May 2014 - May 2015
Independent Advisor October 2013 - April 2014
KPMG India May 2012 - October 2013
KPMG India October 2011 - May 2012
KPMG India August 2010 - September 2011
Rohan Lifescapes Pvt Ltd. June 2008 - July 2010
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Due Diligence, Management Consulting, Business Valuation, Investment Banking, Financial Analysis, Business Strategy, Venture Capital, DCF, Project Finance, Strategic Consulting, Equity Valuation, Entrepreneurship, Emerging Markets, Auditing, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Finance, General Management
CFA Institute 2008 — 2011
CFA Level 3, Finance
Jai Hind College 2005 — 2008
Bachelor, Management Studies (BMS)
EY August 2015 - Present
Johnson Graduate School of Management at Cornell University May 2014 - May 2015
Independent Advisor October 2013 - April 2014
KPMG India May 2012 - October 2013
KPMG India October 2011 - May 2012
KPMG India August 2010 - September 2011
Rohan Lifescapes Pvt Ltd. June 2008 - July 2010
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Private Equity, Due Diligence, Management Consulting, Business Valuation, Investment Banking, Financial Analysis, Business Strategy, Venture Capital, DCF, Project Finance, Strategic Consulting, Equity Valuation, Entrepreneurship, Emerging Markets, Auditing, Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (MBA), Finance, General Management
CFA Institute 2008 — 2011
CFA Level 3, Finance
Jai Hind College 2005 — 2008
Bachelor, Management Studies (BMS)
Gene Cookson's Independent Advisor Experience September 2013 - December 2014
Job Board Member at Envirosystems Inc
Industry Environmental Services
Experience
Envirosystems Inc March 2015 - Present
Liquid Environmental Solutions January 2015 - Present
Independent Advisor September 2013 - December 2014
SWS Environmental Services January 2010 - August 2013
Clean Harbors Environmental Services January 2006 - December 2009
Clean Harbors Environmental Services October 2003 - January 2006
Clean Harbors Environmental Services August 2000 - October 2003
Clean Harbors Environmental Services 1998 - 2000
Skills
Marketing Strategy, Environmental Awareness, Strategic Growth..., Waste Management, Environmental..., Environmental Compliance, Strategic Planning, Environmental Services, Operations Management, New Business Development, Sustainability, Remediation, Mergers & Acquisitions, Management, Hazardous Waste..., Groundwater, Environmental Consulting, Soil, Waste, Environmental Permitting, Environmental Science, Due Diligence, Hazardous Materials, People Skills, RCRA
Education
Harvard Business School 2009 — 2009
AMP Certification, Advanced Management Program
Northeastern University 1980 — 1982
M.S., Environmental/Civil Engineering
University of New Hampshire 1977 — 1980
B.S., Forest Resource Management
Envirosystems Inc March 2015 - Present
Liquid Environmental Solutions January 2015 - Present
Independent Advisor September 2013 - December 2014
SWS Environmental Services January 2010 - August 2013
Clean Harbors Environmental Services January 2006 - December 2009
Clean Harbors Environmental Services October 2003 - January 2006
Clean Harbors Environmental Services August 2000 - October 2003
Clean Harbors Environmental Services 1998 - 2000
Skills
Marketing Strategy, Environmental Awareness, Strategic Growth..., Waste Management, Environmental..., Environmental Compliance, Strategic Planning, Environmental Services, Operations Management, New Business Development, Sustainability, Remediation, Mergers & Acquisitions, Management, Hazardous Waste..., Groundwater, Environmental Consulting, Soil, Waste, Environmental Permitting, Environmental Science, Due Diligence, Hazardous Materials, People Skills, RCRA
Education
Harvard Business School 2009 — 2009
AMP Certification, Advanced Management Program
Northeastern University 1980 — 1982
M.S., Environmental/Civil Engineering
University of New Hampshire 1977 — 1980
B.S., Forest Resource Management
MIKE VEA's Independent Advisor Experience January 2010 - October 2012
Job President & CoOwner at Lewellyn Technology
Industry Executive Office
Experience
Lewellyn Technology (mvea@lewellyn.com) November 2012 - Present
ISM, IN Secondary Market for Student Loans December 2008 - April 2015
Independent Advisor January 2010 - October 2012
National City Bancshares October 1999 - December 2009
Evansville Vanderburgh School Corporation (EVSC) July 2004 - December 2008
Bank One Cincinnati August 1994 - November 1999
Star Bank, now US Bank January 1991 - August 1994
Chase/First Chicago June 1981 - January 1991
Skills
Turn Around Management, Leadership Development, Performance Improvement, Strategy, Product Development, Investor Relations, Financial Accounting, Board Governance, Leadership, Financial Services, Executive Management, Mergers, Start-ups, Business Strategy, Strategic Planning, Business Development, Finance, Management Consulting, Business Planning, Strategic Leadership, Team Building, New Business Development, Mergers & Acquisitions, Training, Entrepreneurship, Sales, Management, Banking, Risk Management, Small Business, Change Management, Due Diligence
Education
North central high school
North central high school
Indiana University - Kelley School of Business 1977 — 1981
BS-Finance
DePaul University 1981 — 1984
MBA-Tax and Finance
Lewellyn Technology (mvea@lewellyn.com) November 2012 - Present
ISM, IN Secondary Market for Student Loans December 2008 - April 2015
Independent Advisor January 2010 - October 2012
National City Bancshares October 1999 - December 2009
Evansville Vanderburgh School Corporation (EVSC) July 2004 - December 2008
Bank One Cincinnati August 1994 - November 1999
Star Bank, now US Bank January 1991 - August 1994
Chase/First Chicago June 1981 - January 1991
Skills
Turn Around Management, Leadership Development, Performance Improvement, Strategy, Product Development, Investor Relations, Financial Accounting, Board Governance, Leadership, Financial Services, Executive Management, Mergers, Start-ups, Business Strategy, Strategic Planning, Business Development, Finance, Management Consulting, Business Planning, Strategic Leadership, Team Building, New Business Development, Mergers & Acquisitions, Training, Entrepreneurship, Sales, Management, Banking, Risk Management, Small Business, Change Management, Due Diligence
Education
North central high school
North central high school
Indiana University - Kelley School of Business 1977 — 1981
BS-Finance
DePaul University 1981 — 1984
MBA-Tax and Finance
Berenice D'Lima Berenice D'Lima's Independent Advisor Experience April 2013 - Present
Job International Health Care Management
Industry Insurance
Experience
Independent Advisor April 2013 - Present
BUPA Inter.Health Insurance 2013 - 2014
New York Life Insurance Company April 2010 - March 2013
Bankers Life and Casualty June 2010 - June 2011
First Family Insurance January 2010 - May 2011
Franchise Developments 2001 - 2008
Beecham Products Caribbean 1990 - 1991
Skills
Customer Relations, Strategic Planning, New Business Development, Contract Negotiation, Administration, Health, Insurance, Financial Planning, Long Term Care, Budgeting, Risk Management, Negotiation, Annuities, Sales Management, Excel, Microsoft Office, Retirement Planning, Disability Insurance, Problem Solving, Long-term Care, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Universal Life
Education
UCV 1973 — 1976
Business, Marketing / Administration
University of Pennsylvania - The Wharton School 1988 — 1988
Courses in Finance for Managers
Independent Advisor April 2013 - Present
BUPA Inter.Health Insurance 2013 - 2014
New York Life Insurance Company April 2010 - March 2013
Bankers Life and Casualty June 2010 - June 2011
First Family Insurance January 2010 - May 2011
Franchise Developments 2001 - 2008
Beecham Products Caribbean 1990 - 1991
Skills
Customer Relations, Strategic Planning, New Business Development, Contract Negotiation, Administration, Health, Insurance, Financial Planning, Long Term Care, Budgeting, Risk Management, Negotiation, Annuities, Sales Management, Excel, Microsoft Office, Retirement Planning, Disability Insurance, Problem Solving, Long-term Care, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Universal Life
Education
UCV 1973 — 1976
Business, Marketing / Administration
University of Pennsylvania - The Wharton School 1988 — 1988
Courses in Finance for Managers
Gregg Kotzman Gregg Kotzman's Independent Advisor Experience February 2008 - May 2009
Job (CSIS) Citi Security & Investigative Services
Industry Information Technology and Services
Experience
Citibank, CSIS May 2009 - Present
Independent Advisor February 2008 - May 2009
Tiburon, Inc. July 2002 - February 2008
eIdea November 2001 - June 2002
MSP America, Inc. May 2000 - November 2001
MicroAge, Inc. January 1997 - May 2000
First Data Systems 1994 - 1997
Microsoft May 1991 - November 1994
Skills
Intelligence Analysis, Solution Architecture, Risk Management, IT Management, Security, Project Management, Management, Contract Negotiation, Product Management, Business Intelligence, Program Management, Business Analysis, Data Fusion, P&L Responsibility
Education
Middle Tennessee State University 1984 — 1987
Western Kentucky University 1979 — 1983
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Citibank, CSIS May 2009 - Present
Independent Advisor February 2008 - May 2009
Tiburon, Inc. July 2002 - February 2008
eIdea November 2001 - June 2002
MSP America, Inc. May 2000 - November 2001
MicroAge, Inc. January 1997 - May 2000
First Data Systems 1994 - 1997
Microsoft May 1991 - November 1994
Skills
Intelligence Analysis, Solution Architecture, Risk Management, IT Management, Security, Project Management, Management, Contract Negotiation, Product Management, Business Intelligence, Program Management, Business Analysis, Data Fusion, P&L Responsibility
Education
Middle Tennessee State University 1984 — 1987
Western Kentucky University 1979 — 1983
Springfield High School
Springfield High School
Springfield High School
Springfield High School
Ellis Cousens's Independent Advisor Experience July 2014 — Present
Job Independent Advisor
Industry Digital Publishing/Intellectual Property
Experience
Independent Advisor July 2014 — Present
John Wiley & Sons, Inc. March 2001 — June 2014
(Bookspan) Bertelsmann-Time Warner June 1998 — March 2001
Reader's Digest January 1989 — November 1997
PepsiCo January 1986 — January 1989
Texaco January 1983 — January 1986
Skills
Negotiation, Mergers, Management, Strategic Planning, E-commerce, New Business Development, Publishing, Strategy, Strategic Partnerships, Business Planning, Marketing Strategy, Budgets, Leadership, Team Building, Contract Negotiation
Education
Iona College 1980 — 1983
MBA, Finance
Rensselaer Polytechnic Institute 1975 — 1978
MS, Geology, Engineering
City University of New York-Hunter College 1970 — 1974
BA, Geology, Math
Independent Advisor July 2014 — Present
John Wiley & Sons, Inc. March 2001 — June 2014
(Bookspan) Bertelsmann-Time Warner June 1998 — March 2001
Reader's Digest January 1989 — November 1997
PepsiCo January 1986 — January 1989
Texaco January 1983 — January 1986
Skills
Negotiation, Mergers, Management, Strategic Planning, E-commerce, New Business Development, Publishing, Strategy, Strategic Partnerships, Business Planning, Marketing Strategy, Budgets, Leadership, Team Building, Contract Negotiation
Education
Iona College 1980 — 1983
MBA, Finance
Rensselaer Polytechnic Institute 1975 — 1978
MS, Geology, Engineering
City University of New York-Hunter College 1970 — 1974
BA, Geology, Math
Ricardo Morais, CFP, TEP, AMLCA's Independent Advisor Experience January 2009 - January 2011
Job Associate Director, International Wealth Planning at CIBC Bank and Trust Company (Cayman) Limited
Industry Financial Services
Experience
CIBC Bank and Trust Company (Cayman) Limited March 2015 - Present
RBC Wealth Management October 2013 - February 2015
Royal Bank of Canada Trust Company (Cayman) Limited January 2011 - September 2013
Independent Advisor January 2009 - January 2011
Microeng Consultoria Planejamento e Corretora de Seguros Ltda. February 2007 - December 2008
FK Partners 2006 - 2008
Prudential August 2002 - January 2007
Microeng Assessoria, Planejamento e Manutenção Ltda. 1997 - 2002
Elucid 1997 - 2002
Grupo Unión Fenosa (Espanha) - Ibersis do Brasil Ltda 1996 - 1997
Skills
Insurance, Financial Planning, New Business Development, Administration, Sales Management, Retirement, Leadership Development, Negotiation, Wealth Management, Microsoft Office, Portuguese, Management Consulting, Trust Management, Spanish, Strategic Financial..., Business Planning, Trust Services, Investments, Retirement Planning, Finance, Investment Advisory, Financial Markets, Strategy, Mutual Funds, Wealth Management..., Portfolio Management, Asset Management, Banking
Education
ANBIMA - The Brazilian Association of Financial and Capital Markets
STEP - CLT 2013 — 2013
STEP / CLT 2012 — 2012
STEP/CLT 2011 — 2011
STEP / CLT
STEP/CLT 2010 — 2010
STEP/CLT 2010 — 2010
STEP/CLT 2009 — 2009
USP - Universidade de São Paulo
Especialização
San Diego State University 1996 — 1996
Especialização
CIBC Bank and Trust Company (Cayman) Limited March 2015 - Present
RBC Wealth Management October 2013 - February 2015
Royal Bank of Canada Trust Company (Cayman) Limited January 2011 - September 2013
Independent Advisor January 2009 - January 2011
Microeng Consultoria Planejamento e Corretora de Seguros Ltda. February 2007 - December 2008
FK Partners 2006 - 2008
Prudential August 2002 - January 2007
Microeng Assessoria, Planejamento e Manutenção Ltda. 1997 - 2002
Elucid 1997 - 2002
Grupo Unión Fenosa (Espanha) - Ibersis do Brasil Ltda 1996 - 1997
Skills
Insurance, Financial Planning, New Business Development, Administration, Sales Management, Retirement, Leadership Development, Negotiation, Wealth Management, Microsoft Office, Portuguese, Management Consulting, Trust Management, Spanish, Strategic Financial..., Business Planning, Trust Services, Investments, Retirement Planning, Finance, Investment Advisory, Financial Markets, Strategy, Mutual Funds, Wealth Management..., Portfolio Management, Asset Management, Banking
Education
ANBIMA - The Brazilian Association of Financial and Capital Markets
STEP - CLT 2013 — 2013
STEP / CLT 2012 — 2012
STEP/CLT 2011 — 2011
STEP / CLT
STEP/CLT 2010 — 2010
STEP/CLT 2010 — 2010
STEP/CLT 2009 — 2009
USP - Universidade de São Paulo
Especialização
San Diego State University 1996 — 1996
Especialização
John Singleton's Independent Advisor Experience March 2015 - Present
Job Supply Chain Strategy Leader
Industry Consumer Goods
Experience
Independent Advisor March 2015 - Present
Lolly Wolly Doodle June 2014 - February 2015
JC Penney April 2012 - May 2013
Abercrombie & Fitch October 2007 - April 2012
Ann Taylor Stores 2004 - 2007
United States Air Force January 1983 - October 2005
Ann Taylor 2000 - 2004
Pass & Seymour August 1999 - August 2000
The Stanley Works September 1997 - August 1999
Circuit City August 1995 - September 1997
Skills
Supply Chain, Logistics, Warehousing, Retail, Leadership, Inventory Management, Operations Management, Cross-functional Team..., Process Improvement, Merchandising, Inventory Control, Strategic Planning, Team Building, Management, Forecasting, Income Statement, Vendor Management, Supply Chain Management, P&L Management, Procurement, Profit, Logistics Management, Performance Management, Training, Six Sigma, Business Strategy, Apparel, Employee Relations, Facilities Management, Budgets, Sourcing, Project Management, Team Leadership, Purchasing, Strategy, Contract Negotiation, Business Process..., Supply Chain..., Negotiation, Sales Operations, Pricing, Store Management, Customer Satisfaction, Global Sourcing, P, Strategic Sourcing
Education
University of Oklahoma 1989 — 1991
MA, Economics
University of Kentucky 1977 — 1981
BS, Accounting
Independent Advisor March 2015 - Present
Lolly Wolly Doodle June 2014 - February 2015
JC Penney April 2012 - May 2013
Abercrombie & Fitch October 2007 - April 2012
Ann Taylor Stores 2004 - 2007
United States Air Force January 1983 - October 2005
Ann Taylor 2000 - 2004
Pass & Seymour August 1999 - August 2000
The Stanley Works September 1997 - August 1999
Circuit City August 1995 - September 1997
Skills
Supply Chain, Logistics, Warehousing, Retail, Leadership, Inventory Management, Operations Management, Cross-functional Team..., Process Improvement, Merchandising, Inventory Control, Strategic Planning, Team Building, Management, Forecasting, Income Statement, Vendor Management, Supply Chain Management, P&L Management, Procurement, Profit, Logistics Management, Performance Management, Training, Six Sigma, Business Strategy, Apparel, Employee Relations, Facilities Management, Budgets, Sourcing, Project Management, Team Leadership, Purchasing, Strategy, Contract Negotiation, Business Process..., Supply Chain..., Negotiation, Sales Operations, Pricing, Store Management, Customer Satisfaction, Global Sourcing, P, Strategic Sourcing
Education
University of Oklahoma 1989 — 1991
MA, Economics
University of Kentucky 1977 — 1981
BS, Accounting
Nick Veryasov's Independent Advisor Experience August 2008 - May 2009
Job Active Directory Engineer at Atos
Industry Information Technology and Services
Experience
Atos March 2012 - Present
Metropolitan Bank Group August 2011 - March 2012
Siemens IT Solutions and Services May 2009 - July 2011
Independent Advisor August 2008 - May 2009
Van Ru Credit Corporation August 2005 - September 2008
MB FINANCIAL BANK December 2004 - August 2005
Cyber Advisors September 2002 - December 2004
Int’l Computer Concepts October 2000 - August 2002
Skills
Active Directory, Antivirus, Servers, Troubleshooting, Hardware, HP, Windows Server, Windows Server 2003, Windows Server 2008, Windows 7, Citrix, DNS, Network Administration, Network Security, DHCP, Blackberry Enterprise..., Disaster Recovery, IIS, Printers, System Administration, Computer Hardware, Virtualization, IT Management, Windows, Group Policy, Systems Analysis, Data Migration, XP, Workstations, Laptops, Software Installation, Desktop Support, Consultancy, SD, Microsoft Exchange, Data Center, Security, VMware ESX, Technical Support
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1989 — 1994
BS (CE), Systems Engineering major and Computer Engineering minor
Atos March 2012 - Present
Metropolitan Bank Group August 2011 - March 2012
Siemens IT Solutions and Services May 2009 - July 2011
Independent Advisor August 2008 - May 2009
Van Ru Credit Corporation August 2005 - September 2008
MB FINANCIAL BANK December 2004 - August 2005
Cyber Advisors September 2002 - December 2004
Int’l Computer Concepts October 2000 - August 2002
Skills
Active Directory, Antivirus, Servers, Troubleshooting, Hardware, HP, Windows Server, Windows Server 2003, Windows Server 2008, Windows 7, Citrix, DNS, Network Administration, Network Security, DHCP, Blackberry Enterprise..., Disaster Recovery, IIS, Printers, System Administration, Computer Hardware, Virtualization, IT Management, Windows, Group Policy, Systems Analysis, Data Migration, XP, Workstations, Laptops, Software Installation, Desktop Support, Consultancy, SD, Microsoft Exchange, Data Center, Security, VMware ESX, Technical Support
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1989 — 1994
BS (CE), Systems Engineering major and Computer Engineering minor
Jon Kondo's Independent Advisor Experience February 2014 - Present
Job CoFounder and CEO at Coastland Tech
Industry Information Technology and Services
Experience
Coastland Tech February 2015 - Present
Independent Advisor February 2014 - Present
Aviso March 2014 - February 2015
Replicon April 2013 - January 2014
Host Analytics June 2008 - September 2012
Oracle July 2007 - June 2008
Hyperion Solutions November 2006 - June 2007
Hyperion July 2006 - June 2007
Hyperion Solutions October 2003 - June 2006
Rapt 2002 - 2003
Skills
Business Intelligence, Analytics, Cloud Computing, Enterprise Software, SaaS, EPM, Pre-sales, Go-to-market Strategy, Lead Generation, Management, Business Development, Growth Strategies, Leadership, Strategy, Professional Services, Oracle, Direct Sales, Solution Selling, Business Alliances, Data Integration, Salesforce.com, Sales Management, Sales Process, Strategic Partnerships, Demand Generation, Big Data, Data Warehousing, Sales Operations, CRM
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Business
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), Business Economics
Coastland Tech February 2015 - Present
Independent Advisor February 2014 - Present
Aviso March 2014 - February 2015
Replicon April 2013 - January 2014
Host Analytics June 2008 - September 2012
Oracle July 2007 - June 2008
Hyperion Solutions November 2006 - June 2007
Hyperion July 2006 - June 2007
Hyperion Solutions October 2003 - June 2006
Rapt 2002 - 2003
Skills
Business Intelligence, Analytics, Cloud Computing, Enterprise Software, SaaS, EPM, Pre-sales, Go-to-market Strategy, Lead Generation, Management, Business Development, Growth Strategies, Leadership, Strategy, Professional Services, Oracle, Direct Sales, Solution Selling, Business Alliances, Data Integration, Salesforce.com, Sales Management, Sales Process, Strategic Partnerships, Demand Generation, Big Data, Data Warehousing, Sales Operations, CRM
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Business
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), Business Economics
Edward Emmer's Independent Advisor Experience April 2008 - Present
Job Ratings Advisory/Expert Witness
Industry Capital Markets
Experience
Independent Advisor April 2008 - Present
Australian Tax Office August 2013 - October 2014
StoneMor Partners 2012 - 2012
Standard & Poor´s 1970 - April 2008
McGraw-Hill July 1969 - April 2008
rapid ratings 2007 - 2008
Standard & Poor's Equity Research 2005 - 2008
Standard & Poor's/The McGraw-Hill Companies 1970 - 2008
Standard & Poors 1970 - 2008
Standard & Poor's 1970 - 2008
Skills
Fixed Income, Capital Markets, Equities, Valuation, Securitization, Structured Finance, Ratings, Equity Research, Financial Services, Finance, Portfolio Management, Investment Banking, Credit Risk, Emerging Markets, Structured Products, Financial Markets, Hedge Funds, Bonds, Alternative Investments, Credit Analysis, Asset Management, Investments, Risk Management, Financial Analysis, Corporate Finance, Series 7, Financial Risk, Bloomberg, Financial Modeling, Financial Structuring, Derivatives, Private Equity, Securities, Due Diligence, Investment Strategies, Investor Relations
Education
Fairleigh Dickinson University 1963 — 1967
BA, Economics
DeWitt Clinton HS 1960 — 1963
academic diploma
Independent Advisor April 2008 - Present
Australian Tax Office August 2013 - October 2014
StoneMor Partners 2012 - 2012
Standard & Poor´s 1970 - April 2008
McGraw-Hill July 1969 - April 2008
rapid ratings 2007 - 2008
Standard & Poor's Equity Research 2005 - 2008
Standard & Poor's/The McGraw-Hill Companies 1970 - 2008
Standard & Poors 1970 - 2008
Standard & Poor's 1970 - 2008
Skills
Fixed Income, Capital Markets, Equities, Valuation, Securitization, Structured Finance, Ratings, Equity Research, Financial Services, Finance, Portfolio Management, Investment Banking, Credit Risk, Emerging Markets, Structured Products, Financial Markets, Hedge Funds, Bonds, Alternative Investments, Credit Analysis, Asset Management, Investments, Risk Management, Financial Analysis, Corporate Finance, Series 7, Financial Risk, Bloomberg, Financial Modeling, Financial Structuring, Derivatives, Private Equity, Securities, Due Diligence, Investment Strategies, Investor Relations
Education
Fairleigh Dickinson University 1963 — 1967
BA, Economics
DeWitt Clinton HS 1960 — 1963
academic diploma
Amit Aysola's Independent Advisor Experience February 2010 - February 2011
Job at
Industry Investment Banking
Experience
Healthcare Growth Partners January 2011 - Present
Independent Advisor February 2010 - February 2011
Demeter Advisory Group January 2009 - February 2010
Robert W. Baird 2007 - 2008
Skills
Mergers, Valuation, Investment Banking, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Venture Capital, Capital Markets, Investments, Emerging Markets, Corporate Development, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
University of Michigan 1994 — 1999
BSE, MSE, Industrial Engineering, Biomedical Engineering
Mentor High School 1991 — 1994
High school diploma
Healthcare Growth Partners January 2011 - Present
Independent Advisor February 2010 - February 2011
Demeter Advisory Group January 2009 - February 2010
Robert W. Baird 2007 - 2008
Skills
Mergers, Valuation, Investment Banking, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Venture Capital, Capital Markets, Investments, Emerging Markets, Corporate Development, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Finance
University of Michigan 1994 — 1999
BSE, MSE, Industrial Engineering, Biomedical Engineering
Mentor High School 1991 — 1994
High school diploma
Nathan Rydalch's Independent Advisor Experience September 2008 - September 2010
Job Life Insurance Case Design
Industry Insurance
Experience
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
John Mee's Independent Advisor Experience October 2011 - Present
Job Independent Advisor
Industry Financial Services
Experience
Independent Advisor October 2011 - Present
Executive Wealth Management March 2005 - September 2011
Banc of America Securities 1998 - 2001
Subway Sandwich Shops GmbH / Subway Sandwich Shops AG 1993 - 1998
Citigroup 1985 - 1993
Continental Bank 1982 - 1984
Minnesota Twins 1969 - 1982
Skills
Strategic Planning, Portfolio Management, Investments, Asset Management, Equities, Financial Analysis, Marketing Strategy, Marketing, Team Building, Customer Service
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance
Saint John's University 1975 — 1979
BA, Government
St. Pius X 1963 — 1971
Independent Advisor October 2011 - Present
Executive Wealth Management March 2005 - September 2011
Banc of America Securities 1998 - 2001
Subway Sandwich Shops GmbH / Subway Sandwich Shops AG 1993 - 1998
Citigroup 1985 - 1993
Continental Bank 1982 - 1984
Minnesota Twins 1969 - 1982
Skills
Strategic Planning, Portfolio Management, Investments, Asset Management, Equities, Financial Analysis, Marketing Strategy, Marketing, Team Building, Customer Service
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Finance
Saint John's University 1975 — 1979
BA, Government
St. Pius X 1963 — 1971
Stan Snyder's Independent Advisor Experience February 2014 - Present
Job Baking and Snack Consultant/Advisor
Industry Food & Beverages
Experience
Independent Advisor February 2014 - Present
Flowers Foods February 2013 - January 2014
Hostess Brands November 2010 - January 2013
Hostess Brands November 2007 - November 2010
Hostess Brands June 2004 - November 2007
Interstate Brands Corporation May 2000 - June 2004
Interstate Brands Corporation May 1998 - May 2000
Skills
Forecasting, Direct Store Delivery, IRI, Grocery, Food Industry, National Accounts, Key Account Development, Income Statement, Sales Management, Key Account Management, Consumer Products, P&L Management, Sales Operations, P&L Responsibility, Sales, Distributors, Inventory Management, Food Service, Food Safety, Merchandising, Shopper Marketing, Retail, Frozen Food, Food, Cross-functional Team..., FMCG, Trade Marketing, Pricing, Market Planning, Account Management, Profit, Customer Insight, Wholesale, Sales Growth, Budgets, Competitive Analysis, New Business Development, Team Building, Product Development, Nielsen, Strategic Planning, Spectra, Marketing Strategy, Management, B2B, Operations Management, AC Nielsen, Purchasing, Selling, Business Planning
Education
Northwood University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Independent Advisor February 2014 - Present
Flowers Foods February 2013 - January 2014
Hostess Brands November 2010 - January 2013
Hostess Brands November 2007 - November 2010
Hostess Brands June 2004 - November 2007
Interstate Brands Corporation May 2000 - June 2004
Interstate Brands Corporation May 1998 - May 2000
Skills
Forecasting, Direct Store Delivery, IRI, Grocery, Food Industry, National Accounts, Key Account Development, Income Statement, Sales Management, Key Account Management, Consumer Products, P&L Management, Sales Operations, P&L Responsibility, Sales, Distributors, Inventory Management, Food Service, Food Safety, Merchandising, Shopper Marketing, Retail, Frozen Food, Food, Cross-functional Team..., FMCG, Trade Marketing, Pricing, Market Planning, Account Management, Profit, Customer Insight, Wholesale, Sales Growth, Budgets, Competitive Analysis, New Business Development, Team Building, Product Development, Nielsen, Strategic Planning, Spectra, Marketing Strategy, Management, B2B, Operations Management, AC Nielsen, Purchasing, Selling, Business Planning
Education
Northwood University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, Magna Cum Laude
Mauro Chiesa's Independent Advisor Experience January 2009 - Present
Job at Independent advisor
Industry Financial Services
Experience
Independent advisor January 2009 - Present
Terrane Metals Corp. April 2009 - June 2010
International Finance Corporation June 1997 - January 2005
International Bank for Reconstruction and Development June 1995 - May 1997
The Sumitomo Bank, Limited February 1992 - June 1995
Banque Indosuez June 1983 - February 1990
Export Development Corporation June 1979 - June 1983
Skills
Emerging Markets, Project Finance, Due Diligence, Energy, Mining, Structuring, Debt, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Origination, Risk Management, Capital Markets, Credit Risk, Restructuring, Banking, Economics, Risk Analysis, Financial Structuring, Business Valuation, Mergers & Acquisitions, Finance, Private Equity, Commodity, Investment Banking, Public/private..., Debt Restructuring, Strategy, Loan Origination, Equities, Structured Finance, Valuation, Trade Finance, Venture Capital, Credit, Investor Relations, IPO, M&A experience, IFRS, Financial Markets, Alternative Investments, Financial Risk, Corporate Governance, Asset Management, Investment Management, Fixed Income, Corporate Development
Education
Wharton Business School 2006 — 2012
CPD
The University of British Columbia / UBC 1977 — 1979
MBA, Finance, Transport
The University of British Columbia 1972 — 1977
BA, Economics, Geography
Argyle High School
Independent advisor January 2009 - Present
Terrane Metals Corp. April 2009 - June 2010
International Finance Corporation June 1997 - January 2005
International Bank for Reconstruction and Development June 1995 - May 1997
The Sumitomo Bank, Limited February 1992 - June 1995
Banque Indosuez June 1983 - February 1990
Export Development Corporation June 1979 - June 1983
Skills
Emerging Markets, Project Finance, Due Diligence, Energy, Mining, Structuring, Debt, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Origination, Risk Management, Capital Markets, Credit Risk, Restructuring, Banking, Economics, Risk Analysis, Financial Structuring, Business Valuation, Mergers & Acquisitions, Finance, Private Equity, Commodity, Investment Banking, Public/private..., Debt Restructuring, Strategy, Loan Origination, Equities, Structured Finance, Valuation, Trade Finance, Venture Capital, Credit, Investor Relations, IPO, M&A experience, IFRS, Financial Markets, Alternative Investments, Financial Risk, Corporate Governance, Asset Management, Investment Management, Fixed Income, Corporate Development
Education
Wharton Business School 2006 — 2012
CPD
The University of British Columbia / UBC 1977 — 1979
MBA, Finance, Transport
The University of British Columbia 1972 — 1977
BA, Economics, Geography
Argyle High School
John Czupak's Independent Advisor Experience January 2015 - Present
Job Board Member at ThreatQuotient, Inc.
Industry Computer & Network Security
Experience
PFP Cybersecurity (Power Fingerprinting) June 2015 - Present
ThreatQuotient, Inc. May 2015 - Present
Independent Advisor January 2015 - Present
Sonatype January 2015 - Present
Cisco October 2013 - December 2014
Sourcefire 2011 - October 2013
Sourcefire 2002 - 2010
Mountainwave 2001 - 2002
Aether Systems (formerly Riverbed Technologies) 1999 - 2001
Axent Technologies 1989 - 1999
Skills
SaaS, Solution Selling, Business Development, Professional Services, Sales, Information Security, Cloud Computing, Strategic Partnerships, CISSP, Enterprise Software, Strategy, Security, Go-to-market Strategy, Business Alliances, Channel Partners, Network Security, Start-ups, Computer Security, Product Management, Managed Services, Vulnerability Assessment, New Business Development, Executive Management, Firewalls, Sales Enablement, Encryption, Data Security, Leadership, Cross-functional Team..., Direct Sales, Management, Internet Security, Information Security..., Sales Process
Education
University of Maryland College Park 1987 — 1989
MBA, Finance
Towson University 1982 — 1984
BS, Business Administration
PFP Cybersecurity (Power Fingerprinting) June 2015 - Present
ThreatQuotient, Inc. May 2015 - Present
Independent Advisor January 2015 - Present
Sonatype January 2015 - Present
Cisco October 2013 - December 2014
Sourcefire 2011 - October 2013
Sourcefire 2002 - 2010
Mountainwave 2001 - 2002
Aether Systems (formerly Riverbed Technologies) 1999 - 2001
Axent Technologies 1989 - 1999
Skills
SaaS, Solution Selling, Business Development, Professional Services, Sales, Information Security, Cloud Computing, Strategic Partnerships, CISSP, Enterprise Software, Strategy, Security, Go-to-market Strategy, Business Alliances, Channel Partners, Network Security, Start-ups, Computer Security, Product Management, Managed Services, Vulnerability Assessment, New Business Development, Executive Management, Firewalls, Sales Enablement, Encryption, Data Security, Leadership, Cross-functional Team..., Direct Sales, Management, Internet Security, Information Security..., Sales Process
Education
University of Maryland College Park 1987 — 1989
MBA, Finance
Towson University 1982 — 1984
BS, Business Administration
Edwin D. (Ted) Everett, CFA's Independent Advisor Experience 2013 - Present
Job
Industry Investment Management
Experience
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
Independent Advisor 2013 - Present
Underwood After School Program 2011 - 2012
TIAA-CREF TRUST COMPANY 2007 - 2009
THE BOSTON FAMILY OFFICE, LLC 2007 - 2007
BABSON CAPITAL MANAGEMENT, LLC 2002 - 2006
Babson-United Investment Advisors 2000 - 2002
Babson-United Investment Advisors 1997 - 2000
Babson-United Investment Advisors 1986 - 1997
Skills
Portfolio Management, High Net Worth..., Relationship Management, Asset Management, Client Relationship..., Wealth Management, Equities, Asset Allocation, Investments, Marketing Strategy, Financial Publishing, Strategic Planning, Client Education, Asset Managment
Education
Dartmouth College 1978 — 1982
B.A, History
Groton School 1973 — 1978
Harvard University Extension School
Financial Accounting, Managerial Finance
Bruce Radburn's Independent Advisor Experience September 2014 - May 2015
Job Senior Advisor, Innovation Policy at Agriculture and Agrifood Canada (AAFC)
Industry Food & Beverages
Experience
Agriculture and Agri-Food Canada 2005 - Present
Independent Advisor September 2014 - May 2015
Nestle 2003 - 2004
Nestle Canada 1996 - 2003
Agriculture and Agri-Food Canada 1990 - 1996
Skills
International Business, Marketing Strategy, Policy Analysis, Government, Marketing Communications, Marketing, Public Policy, Business Strategy, Market Research, Strategic Planning, Strategy, International Trade, Strategic Communications, Analysis, Policy, Strategic Thinking
Education
McGill University 1989 — 1990
MBA, International Business, Marketing, Operations
University of Ottawa / Université d'Ottawa 1986 — 1989
Commerce, Honours
Agriculture and Agri-Food Canada 2005 - Present
Independent Advisor September 2014 - May 2015
Nestle 2003 - 2004
Nestle Canada 1996 - 2003
Agriculture and Agri-Food Canada 1990 - 1996
Skills
International Business, Marketing Strategy, Policy Analysis, Government, Marketing Communications, Marketing, Public Policy, Business Strategy, Market Research, Strategic Planning, Strategy, International Trade, Strategic Communications, Analysis, Policy, Strategic Thinking
Education
McGill University 1989 — 1990
MBA, International Business, Marketing, Operations
University of Ottawa / Université d'Ottawa 1986 — 1989
Commerce, Honours
Christina (Tully) Baugh, MBA's Independent Advisor Experience August 2006 - February 2011
Job Sales
Industry Business Supplies and Equipment
Experience
Douglas Electronics Co, Inc. DBA Deco A/V December 2014 - Present
Tullco, Inc November 2014 - Present
Indiana University Southeast August 2014 - June 2015
South Harrison Community School Corporation December 2012 - June 2014
Hawkeye Security and Electronics March 2013 - July 2013
Chase February 2011 - January 2013
Independent Advisor August 2006 - February 2011
A division of PNC Bank February 1996 - June 2006
Skills
Commercial Lending, Treasury Management, Business Analysis, New Business Development, Commercial Banking, Banking, Business Planning, Finance, Leadership, Risk Management, Payments, Portfolio Management, Management, Credit, Investments, Cash Management, Credit Cards, Customer Service, Strategic Financial..., Loans, Financial Analysis, Credit Analysis, Insurance, Small Business, Financial Planning, Strategic Planning, Team Building, Public Speaking, Sales, Sales Management
Education
Indiana University-Southeast 2013 — 2015
Master’s Degree, Economics
Indiana University-Southeast 1997 — 2003
BS, Business & Finance
Seneca High School 1986 — 1990
HS, Honors
Douglas Electronics Co, Inc. DBA Deco A/V December 2014 - Present
Tullco, Inc November 2014 - Present
Indiana University Southeast August 2014 - June 2015
South Harrison Community School Corporation December 2012 - June 2014
Hawkeye Security and Electronics March 2013 - July 2013
Chase February 2011 - January 2013
Independent Advisor August 2006 - February 2011
A division of PNC Bank February 1996 - June 2006
Skills
Commercial Lending, Treasury Management, Business Analysis, New Business Development, Commercial Banking, Banking, Business Planning, Finance, Leadership, Risk Management, Payments, Portfolio Management, Management, Credit, Investments, Cash Management, Credit Cards, Customer Service, Strategic Financial..., Loans, Financial Analysis, Credit Analysis, Insurance, Small Business, Financial Planning, Strategic Planning, Team Building, Public Speaking, Sales, Sales Management
Education
Indiana University-Southeast 2013 — 2015
Master’s Degree, Economics
Indiana University-Southeast 1997 — 2003
BS, Business & Finance
Seneca High School 1986 — 1990
HS, Honors
Diane Gobeil's Independent Advisor Experience June 2009 - January 2013
Job Independent Financial Services Professional
Industry Financial Services
Experience
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal
First Niagara Bank, N.A. January 2013 - Present
Independent Advisor June 2009 - January 2013
Wachovia Bank 1991 - 2008
SEI and Premier Systems October 1986 - October 1991
Glenmede December 1983 - October 1986
Saul Ewing LLP October 1980 - December 1983
Skills
Wealth Management, Banking, Personal Financial..., Financial Modeling
Education
Neumann University 1980 — 1984
Bachelor of Science, Legal Administration
Wesley College 1978 — 1980
AA, Legal/Paralegal