Lancaster Pollard
Industry: Company
DescriptionHeadquarters: Columbus, OH Founded: 1988 Parent organization: Lancaster Pollard Holdings, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportLancaster Pollard & CoWebsiteDirections Saved (0) Saved Save Financial planner in Wayne, Pennsylvania Address: 259 N Radnor Chester Rd # 200, Radnor, PA 19087 Phone: (610) 989-9006Website: : : : : Category: : Place name: : Hours: Website: http://www.lancasterpollard.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Lancaster Pollard & Co Posting publicly on the Web Write a review Reviews Be the first to review
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Lancaster Pollard Employees
Employee
Years
Job
Industry
Grant Goodman Grant Goodman's Lancaster Pollard Experience 2014 - Present
Job Vice President, Investment Banking
Industry Financial Services
Experience
Lancaster Pollard 2014 - Present
GE Capital 2007 - 2014
Western Alliance Bancorporation 2006 - 2007
Skills
Financial Services, Commercial Finance, Financial Structuring, Investment Banking, Healthcare, Credit Analysis, Relationship Management, Loans, Structured Finance, Private Equity, Mortgage Banking, Finance, Securities Offerings, HUD, Municipal Bonds, Middle Market, Leases, Financial Modeling, Asset Based Lending, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions, Credit Risk, Capital Markets
Education
University of San Diego
B.B.A, Management
Lancaster Pollard 2014 - Present
GE Capital 2007 - 2014
Western Alliance Bancorporation 2006 - 2007
Skills
Financial Services, Commercial Finance, Financial Structuring, Investment Banking, Healthcare, Credit Analysis, Relationship Management, Loans, Structured Finance, Private Equity, Mortgage Banking, Finance, Securities Offerings, HUD, Municipal Bonds, Middle Market, Leases, Financial Modeling, Asset Based Lending, Corporate Finance, Valuation, Due Diligence, Mergers & Acquisitions, Credit Risk, Capital Markets
Education
University of San Diego
B.B.A, Management
Timothy Wasson Timothy Wasson's Lancaster Pollard Experience 2012 - Present
Job Chief Compliance Officer at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard 2012 - Present
Fifth Third Bank 2005 - 2012
Jackson National Life 2004 - 2005
Cleary University 2003 - 2004
Concordia University Ann Arbor 2003 - 2004
Comerica Bank 2001 - 2004
National Australia Bank 1999 - 2001
Ameriprise Financial Services, Inc. 1998 - 1999
PNC 1994 - 1998
Federated Investors, Inc. 1987 - 1994
Skills
Risk Management, FINRA, Mutual Funds, Financial Risk, Public Speaking, Finance, Chief Compliance Officer, AML, Internal Controls, Investments, FINRA Arbitrator, Bank-Securities..., Broker-Dealer Compliance, Investment Adviser..., Capital Markets..., Investment Company..., AML Compliance, Insurance Agency..., Training, Industry Conference...
Education
Robert Morris University
Master of Science (MBA), Business Administration
Messiah College
Bachelor of Arts (BA), History, 1978
Lancaster Pollard 2012 - Present
Fifth Third Bank 2005 - 2012
Jackson National Life 2004 - 2005
Cleary University 2003 - 2004
Concordia University Ann Arbor 2003 - 2004
Comerica Bank 2001 - 2004
National Australia Bank 1999 - 2001
Ameriprise Financial Services, Inc. 1998 - 1999
PNC 1994 - 1998
Federated Investors, Inc. 1987 - 1994
Skills
Risk Management, FINRA, Mutual Funds, Financial Risk, Public Speaking, Finance, Chief Compliance Officer, AML, Internal Controls, Investments, FINRA Arbitrator, Bank-Securities..., Broker-Dealer Compliance, Investment Adviser..., Capital Markets..., Investment Company..., AML Compliance, Insurance Agency..., Training, Industry Conference...
Education
Robert Morris University
Master of Science (MBA), Business Administration
Messiah College
Bachelor of Arts (BA), History, 1978
Kim Schuette Kim Schuette's Lancaster Pollard Experience July 2011 - August 2014
Job Communications Director at ACLU of Ohio
Industry Public Relations and Communications
Experience
ACLU of Ohio September 2014 - Present
Lancaster Pollard July 2011 - August 2014
Ohio Historical Society September 2007 - April 2011
The Ohio State University June 2006 - September 2007
The Ohio Society of CPAs June 2005 - June 2006
American Heart Association November 2001 - June 2005
Central Ohio Diabetes Association January 1998 - November 2001
Gallia County Convention and Visitors Bureau July 1991 - December 1998
Skills
Media Relations, Social Media, Writing, Event Planning, Community Relations, Editing, Crisis Communications, Strategic Planning, Publications, Integrated Marketing, Community Development, Public Relations, Volunteer Management, Publicity, Marketing Communications, Direct Mail, Advertising, Fundraising, Nonprofits, Press Releases, Web Content, Social Networking, Event Management, Newsletters, Sponsorship, Strategic Communications, Internal Communications, Corporate Communications
Education
Marshall University 1988 — 1991
Master's of Arts, Journalism
Ohio Northern University 1977 — 1981
BA, Political Science, French
ACLU of Ohio September 2014 - Present
Lancaster Pollard July 2011 - August 2014
Ohio Historical Society September 2007 - April 2011
The Ohio State University June 2006 - September 2007
The Ohio Society of CPAs June 2005 - June 2006
American Heart Association November 2001 - June 2005
Central Ohio Diabetes Association January 1998 - November 2001
Gallia County Convention and Visitors Bureau July 1991 - December 1998
Skills
Media Relations, Social Media, Writing, Event Planning, Community Relations, Editing, Crisis Communications, Strategic Planning, Publications, Integrated Marketing, Community Development, Public Relations, Volunteer Management, Publicity, Marketing Communications, Direct Mail, Advertising, Fundraising, Nonprofits, Press Releases, Web Content, Social Networking, Event Management, Newsletters, Sponsorship, Strategic Communications, Internal Communications, Corporate Communications
Education
Marshall University 1988 — 1991
Master's of Arts, Journalism
Ohio Northern University 1977 — 1981
BA, Political Science, French
Susan Stone Susan Stone's Lancaster Pollard Experience August 2013 - May 2015
Job Investment Banking Associate at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard August 2013 - May 2015
Nationwide Insurance August 2011 - August 2013
iContact 2010 - 2010
JPMorgan, Closely Held Asset Management January 2006 - May 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Business Strategy, Investment Banking, Credit Analysis, Great Organizer, Investments, Analysis, Competitive Analysis, Finance, Forecasting, Mergers, Analytics, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelors of Science in Business Administration, Finance
Lancaster Pollard August 2013 - May 2015
Nationwide Insurance August 2011 - August 2013
iContact 2010 - 2010
JPMorgan, Closely Held Asset Management January 2006 - May 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Accounting, Business Strategy, Investment Banking, Credit Analysis, Great Organizer, Investments, Analysis, Competitive Analysis, Finance, Forecasting, Mergers, Analytics, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelors of Science in Business Administration, Finance
Elizabeth Dalziel's Lancaster Pollard Experience May 2015 - August 2015
Job Senior Fellow Communication Department at Denison University
Industry
Experience
Denison University August 2015 - Present
Lancaster Pollard May 2015 - August 2015
International Study Programs September 2014 - December 2014
Epstein Architecture, Engineering, & Construction May 2014 - August 2014
Denison University January 2013 - May 2013
Skills
Goal Oriented, Time Management, Creative Problem Solving, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Customer Service, Photoshop, Public Speaking, English
Education
Denison University 2012 — 2016
Bachelor of Arts (BA), Economics & Communication
Charles University in Prague 2014 — 2014
Communication, New Media, & Journalism
Denison University August 2015 - Present
Lancaster Pollard May 2015 - August 2015
International Study Programs September 2014 - December 2014
Epstein Architecture, Engineering, & Construction May 2014 - August 2014
Denison University January 2013 - May 2013
Skills
Goal Oriented, Time Management, Creative Problem Solving, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Customer Service, Photoshop, Public Speaking, English
Education
Denison University 2012 — 2016
Bachelor of Arts (BA), Economics & Communication
Charles University in Prague 2014 — 2014
Communication, New Media, & Journalism
James Neil's Lancaster Pollard Experience 2006 - 2014
Job Director at Hunt Mortgage Group
Industry Financial Services
Experience
Hunt Mortgage Group January 2015 - Present
Greystone & Co. March 2014 - January 2015
Lancaster Pollard 2006 - 2014
US Bank 1999 - 2005
PNC 1990 - 1999
Skills
Credit, Commercial Banking, Investment Banking, Loans, Healthcare, Hospital Finance, Senior Living Finance, HUD Transactions, Non-profits..., Financial Structuring, Banking, Underwriting, Investments, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Mortgage Lending, Finance, Strategic Financial..., Mergers & Acquisitions, Real Estate Economics, Credit Analysis, Corporate Finance, Asset Management, Commercial Lending, Due Diligence
Education
Darden Business School 1989 — 1989
Executive Degree, Business Administration and Management, General
Florida State University - College of Business 1980 — 1984
BS, Finance
Hunt Mortgage Group January 2015 - Present
Greystone & Co. March 2014 - January 2015
Lancaster Pollard 2006 - 2014
US Bank 1999 - 2005
PNC 1990 - 1999
Skills
Credit, Commercial Banking, Investment Banking, Loans, Healthcare, Hospital Finance, Senior Living Finance, HUD Transactions, Non-profits..., Financial Structuring, Banking, Underwriting, Investments, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Mortgage Lending, Finance, Strategic Financial..., Mergers & Acquisitions, Real Estate Economics, Credit Analysis, Corporate Finance, Asset Management, Commercial Lending, Due Diligence
Education
Darden Business School 1989 — 1989
Executive Degree, Business Administration and Management, General
Florida State University - College of Business 1980 — 1984
BS, Finance
Greg Bare Greg Bare's Lancaster Pollard Experience July 2014 - Present
Job Vice President, Investment Banking (Mergers & Acquisitions) at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2014 - Present
Radiology Oncology Systems, Inc September 2002 - March 2014
Skills
Mergers & Acquisitions, Investment Banking, Strategy, Leadership, Financial Analysis, Financial Modeling, Healthcare, Cross-functional Team..., Medical Devices, Hospitals, Business Development, Medical Imaging, Corporate Finance, Capital Markets, Oncology, Investments, Team Building, Valuation, New Business Development, Marketing Strategy, Microsoft Excel, Product Launch, Market Development, Team Leadership, Product Marketing, Forecasting, Project Management, Capital Equipment, Radiology, Product Development, Product Management, Sales Operations, Sales Management, Selling, Sales, Senior Living
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Redlands 2008 — 2010
BS, Business
Lancaster Pollard July 2014 - Present
Radiology Oncology Systems, Inc September 2002 - March 2014
Skills
Mergers & Acquisitions, Investment Banking, Strategy, Leadership, Financial Analysis, Financial Modeling, Healthcare, Cross-functional Team..., Medical Devices, Hospitals, Business Development, Medical Imaging, Corporate Finance, Capital Markets, Oncology, Investments, Team Building, Valuation, New Business Development, Marketing Strategy, Microsoft Excel, Product Launch, Market Development, Team Leadership, Product Marketing, Forecasting, Project Management, Capital Equipment, Radiology, Product Development, Product Management, Sales Operations, Sales Management, Selling, Sales, Senior Living
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Redlands 2008 — 2010
BS, Business
Nikhil Ketkar Nikhil Ketkar's Lancaster Pollard Experience March 2010 - June 2010
Job Fulfillment by Amazon North America at Amazon
Industry Internet
Experience
Amazon April 2014 - Present
Sears Holdings Corporation August 2010 - April 2014
Sears Holdings Corporation August 2010 - June 2011
Lancaster Pollard March 2010 - June 2010
Fisher College of Business 2008 - 2010
Sears Holdings Corporation June 2009 - August 2009
Resource Interactive January 2009 - March 2009
Leo Burnett February 2008 - August 2008
Rediffusion Y&R March 2005 - December 2007
Lowe Lintas and Partners August 2004 - February 2005
Skills
Research, Financial Modeling, Financial Analysis, Business Strategy, Analysis, Corporate Finance, Leadership, Strategy, Analytics, Forecasting, Market Research, Data Analysis, Cross-functional Team..., Competitive Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General
Symbiosis College 2005 — 2007
Master’s Degree
Symbiosis College 2001 — 2004
Bachelor’s Degree
Amazon April 2014 - Present
Sears Holdings Corporation August 2010 - April 2014
Sears Holdings Corporation August 2010 - June 2011
Lancaster Pollard March 2010 - June 2010
Fisher College of Business 2008 - 2010
Sears Holdings Corporation June 2009 - August 2009
Resource Interactive January 2009 - March 2009
Leo Burnett February 2008 - August 2008
Rediffusion Y&R March 2005 - December 2007
Lowe Lintas and Partners August 2004 - February 2005
Skills
Research, Financial Modeling, Financial Analysis, Business Strategy, Analysis, Corporate Finance, Leadership, Strategy, Analytics, Forecasting, Market Research, Data Analysis, Cross-functional Team..., Competitive Analysis, Management
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
Master of Business Administration (MBA), Finance, General
Symbiosis College 2005 — 2007
Master’s Degree
Symbiosis College 2001 — 2004
Bachelor’s Degree
Kevin Tholke's Lancaster Pollard Experience 2010 - 2013
Job Director, Business Operations and Strategy at Green Dot Corporation
Industry Consumer Goods
Experience
Green Dot Corporation April 2015 - Present
Green Dot Corporation December 2013 - April 2015
Lancaster Pollard 2010 - 2013
Lancaster Pollard 2009 - 2009
Western & Southern Financial Group 2006 - 2008
Great American Insurance 2005 - 2006
Skills
Investment Banking, Finance, Healthcare, Business Development, Performance Analysis, Project Management, Industry Research, Competitive Analysis, Process Improvement, Strategy, Team Leadership, Market Analysis, Financial Analysis, Negotiation, Recruiting, Relationship Management, Valuation, Financial Modeling, Credit Analysis, Corporate Finance, Nonprofits, Due Diligence, Budgeting, Forecasting, Budgets, Mergers & Acquisitions, Strategic Financial..., Investments, Analysis, Private Equity, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of Cincinnati College of Business
BBA, Finance and Accounting
Green Dot Corporation April 2015 - Present
Green Dot Corporation December 2013 - April 2015
Lancaster Pollard 2010 - 2013
Lancaster Pollard 2009 - 2009
Western & Southern Financial Group 2006 - 2008
Great American Insurance 2005 - 2006
Skills
Investment Banking, Finance, Healthcare, Business Development, Performance Analysis, Project Management, Industry Research, Competitive Analysis, Process Improvement, Strategy, Team Leadership, Market Analysis, Financial Analysis, Negotiation, Recruiting, Relationship Management, Valuation, Financial Modeling, Credit Analysis, Corporate Finance, Nonprofits, Due Diligence, Budgeting, Forecasting, Budgets, Mergers & Acquisitions, Strategic Financial..., Investments, Analysis, Private Equity, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
University of Cincinnati College of Business
BBA, Finance and Accounting
Rob Crotty Rob Crotty's Lancaster Pollard Experience 2013 - 2014
Job Vice President at Boenning & Scattergood, Inc.
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. 2015 - Present
Lancaster Pollard 2013 - 2014
UNC Kenan-Flagler 2011 - 2013
Lancaster Pollard May 2012 - August 2012
Fierce Entertainment 2010 - 2011
Sony Pictures Entertainment 2008 - 2010
Sony Pictures Entertainment 2007 - 2008
Sony Pictures Entertainment 2006 - 2007
SDI Media 2005 - 2006
Skills
Strategic Planning, Entertainment, Project Management, Analysis, Financial Analysis, Marketing, Cross-functional Team..., Film Production, Television, Strategic Partnerships, Budgets, Social Media, Leadership, Strategy, New Media, Event Planning, Digital Media, Social Media Marketing, Editing, Digital Marketing, Video, Marketing Strategy, Video Production, Management, Product Management, Marketing Communications, Data Analysis, Social Networking, Market Research, Investment Banking, Investments, Finance, Digital Strategy, Analytics, Start-ups, Business Strategy, Competitive Analysis, Entrepreneurship, Business Development, Due Diligence, Financial Modeling, Corporate Finance, Market Analysis, Management Consulting, Mergers & Acquisitions, CRM, Business Planning, Brand Management, Advertising, Strategic Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Corporate Finance
ESADE Business & Law School
International Business
Tulane University
BA - Cum Laude, History, Music
Boenning & Scattergood, Inc. 2015 - Present
Lancaster Pollard 2013 - 2014
UNC Kenan-Flagler 2011 - 2013
Lancaster Pollard May 2012 - August 2012
Fierce Entertainment 2010 - 2011
Sony Pictures Entertainment 2008 - 2010
Sony Pictures Entertainment 2007 - 2008
Sony Pictures Entertainment 2006 - 2007
SDI Media 2005 - 2006
Skills
Strategic Planning, Entertainment, Project Management, Analysis, Financial Analysis, Marketing, Cross-functional Team..., Film Production, Television, Strategic Partnerships, Budgets, Social Media, Leadership, Strategy, New Media, Event Planning, Digital Media, Social Media Marketing, Editing, Digital Marketing, Video, Marketing Strategy, Video Production, Management, Product Management, Marketing Communications, Data Analysis, Social Networking, Market Research, Investment Banking, Investments, Finance, Digital Strategy, Analytics, Start-ups, Business Strategy, Competitive Analysis, Entrepreneurship, Business Development, Due Diligence, Financial Modeling, Corporate Finance, Market Analysis, Management Consulting, Mergers & Acquisitions, CRM, Business Planning, Brand Management, Advertising, Strategic Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Corporate Finance
ESADE Business & Law School
International Business
Tulane University
BA - Cum Laude, History, Music
Nick Silbergeld Nick Silbergeld's Lancaster Pollard Experience March 2008 - May 2008
Job Finance and Impact Investing
Industry Renewables & Environment
Experience
Finance and Impact Investing March 2015 - Present
J.P. Morgan July 2011 - March 2015
George Smith Partners September 2008 - July 2011
Lancaster Pollard March 2008 - May 2008
Skills
Real Estate, Underwriting, Capital Markets, CMBS, Commercial Real Estate, Financial Structuring, Real Estate Economics, Real Estate Development, Financial Modeling, Investments, Financial Analysis, Loans, Acquisitions, Asset Management, Valuation, Equities
Education
Denison University 2004 — 2008
B.A., Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 2006 — 2006
Friends School of Baltimore
Finance and Impact Investing March 2015 - Present
J.P. Morgan July 2011 - March 2015
George Smith Partners September 2008 - July 2011
Lancaster Pollard March 2008 - May 2008
Skills
Real Estate, Underwriting, Capital Markets, CMBS, Commercial Real Estate, Financial Structuring, Real Estate Economics, Real Estate Development, Financial Modeling, Investments, Financial Analysis, Loans, Acquisitions, Asset Management, Valuation, Equities
Education
Denison University 2004 — 2008
B.A., Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 2006 — 2006
Friends School of Baltimore
Richard Harmon Richard Harmon's Lancaster Pollard Experience March 1998 - November 2002
Job Managing Director at BB&T Capital Markets
Industry Capital Markets
Experience
BB&T Capital Markets May 2013 - Present
Ziegler December 2002 - May 2013
Lancaster Pollard March 1998 - November 2002
Skills
Financial Analysis, Financial Modeling, Securities Lending, Finance, Management, Portfolio Management, Investments, Capital Markets, Due Diligence, Mergers & Acquisitions, Asset Management, Investment Banking, Valuation, Financial Services, Leadership, Equities, Hedge Funds, Fixed Income, Structured Products, Equity Research, Alternative Investments, Private Equity
Education
Capital University Law School 1984 — 1988
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Denison University 1979 — 1983
Bachelor's degree, Mathematics and Economics
Reynoldsburg High School 1976 — 1979
BB&T Capital Markets May 2013 - Present
Ziegler December 2002 - May 2013
Lancaster Pollard March 1998 - November 2002
Skills
Financial Analysis, Financial Modeling, Securities Lending, Finance, Management, Portfolio Management, Investments, Capital Markets, Due Diligence, Mergers & Acquisitions, Asset Management, Investment Banking, Valuation, Financial Services, Leadership, Equities, Hedge Funds, Fixed Income, Structured Products, Equity Research, Alternative Investments, Private Equity
Education
Capital University Law School 1984 — 1988
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Denison University 1979 — 1983
Bachelor's degree, Mathematics and Economics
Reynoldsburg High School 1976 — 1979
John Van Fleet's Lancaster Pollard Experience April 2012 - August 2013
Job Consultant CFO and Operational Management Services
Industry Management Consulting
Experience
Financial and Operational Solutions August 2013 - Present
Mad River Mountain Resort December 2006 - Present
Lancaster Pollard April 2012 - August 2013
Huntington National Bank January 2010 - July 2011
Huntington National Bank July 2008 - December 2009
Huntington National Bank June 2005 - June 2008
Huntington Bancshares, Inc. August 2001 - August 2004
Huntington National Bank January 1997 - August 2004
Huntington National Bank January 2000 - August 2001
Price Waterhouse June 1977 - June 1989
Skills
Accounting, Financial Reporting &..., Budgeting, Forecasting, Strategic Planning, Process Improvement &..., Operations Management, Financial & Operational..., Strategic Sourcing, Vendor Risk Management, Acquisition Integration, Certified Snowboard..., Process Improvement, Risk Management, Leadership, Business Process..., Budgets, Finance, Auditing, Management, Strategy
Education
Illinois Wesleyan University
B.S., Accounting
Financial and Operational Solutions August 2013 - Present
Mad River Mountain Resort December 2006 - Present
Lancaster Pollard April 2012 - August 2013
Huntington National Bank January 2010 - July 2011
Huntington National Bank July 2008 - December 2009
Huntington National Bank June 2005 - June 2008
Huntington Bancshares, Inc. August 2001 - August 2004
Huntington National Bank January 1997 - August 2004
Huntington National Bank January 2000 - August 2001
Price Waterhouse June 1977 - June 1989
Skills
Accounting, Financial Reporting &..., Budgeting, Forecasting, Strategic Planning, Process Improvement &..., Operations Management, Financial & Operational..., Strategic Sourcing, Vendor Risk Management, Acquisition Integration, Certified Snowboard..., Process Improvement, Risk Management, Leadership, Business Process..., Budgets, Finance, Auditing, Management, Strategy
Education
Illinois Wesleyan University
B.S., Accounting
Jonathan Vega Jonathan Vega's Lancaster Pollard Experience July 2014 - Present
Job Asset Manager at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard July 2014 - Present
Ohio Attorney General's Office August 2009 - July 2014
Ohio Treasurer of State May 2008 - August 2009
The McGraw Companies, Inc January 2007 - May 2008
American Red Cross March 2003 - December 2006
Skills
Grant Writing, Grants, Government, Budgets, Editing, Microsoft Office, Microsoft Excel, Analysis, Management, Proposal Writing, Program Management, Negotiation, Leadership, Process Improvement
Education
Ohio Dominican University 2006 — 2008
MBA, Business Administration
Ohio University 1998 — 2002
BS, Biological Sciences
Saint Thomas Aquinas High School
Lancaster Pollard July 2014 - Present
Ohio Attorney General's Office August 2009 - July 2014
Ohio Treasurer of State May 2008 - August 2009
The McGraw Companies, Inc January 2007 - May 2008
American Red Cross March 2003 - December 2006
Skills
Grant Writing, Grants, Government, Budgets, Editing, Microsoft Office, Microsoft Excel, Analysis, Management, Proposal Writing, Program Management, Negotiation, Leadership, Process Improvement
Education
Ohio Dominican University 2006 — 2008
MBA, Business Administration
Ohio University 1998 — 2002
BS, Biological Sciences
Saint Thomas Aquinas High School
Kenny Riddell, CFA Kenny Riddell, CFA's Lancaster Pollard Experience July 2010 - February 2011
Job
Industry Financial Services
Experience
Bessemer Trust May 2011 - Present
Lancaster Pollard July 2010 - February 2011
Bank of Florida Trust Co March 2006 - August 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
Miami University 2001 — 2005
BA, Communication
Bessemer Trust May 2011 - Present
Lancaster Pollard July 2010 - February 2011
Bank of Florida Trust Co March 2006 - August 2008
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
Miami University 2001 — 2005
BA, Communication
Alan Spidel Alan Spidel's Lancaster Pollard Experience April 2003 - July 2011
Job Chief Executive Officer at Strategic Vision Advisors
Industry Capital Markets
Experience
Strategic Vision Advisors July 2011 - Present
Lancaster Pollard April 2003 - July 2011
Education
University of Denver
M.S., Healthcare Systems
University of Colorado at Boulder - Leeds School of Business
B.S., Business
Strategic Vision Advisors July 2011 - Present
Lancaster Pollard April 2003 - July 2011
Education
University of Denver
M.S., Healthcare Systems
University of Colorado at Boulder - Leeds School of Business
B.S., Business
Stan Polinkovsky Stan Polinkovsky's Lancaster Pollard Experience May 2012 - August 2012
Job Manager, Finance at Symantec
Industry Computer & Network Security
Experience
Symantec July 2013 - Present
Lancaster Pollard May 2012 - August 2012
GE Aviation May 2008 - July 2011
hTech consulting June 2007 - September 2007
Diebold June 2006 - September 2006
Skills
Six Sigma Green Belt, Fluent in Russian, Six Sigma, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance and Strategy
The Ohio State University 2004 — 2008
Bachelor of Science, Mechanical Engineering, Concentration: Bio-Medical Systems
Symantec July 2013 - Present
Lancaster Pollard May 2012 - August 2012
GE Aviation May 2008 - July 2011
hTech consulting June 2007 - September 2007
Diebold June 2006 - September 2006
Skills
Six Sigma Green Belt, Fluent in Russian, Six Sigma, Financial Analysis
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2013
MBA, Finance and Strategy
The Ohio State University 2004 — 2008
Bachelor of Science, Mechanical Engineering, Concentration: Bio-Medical Systems
Scott Blount Scott Blount's Lancaster Pollard Experience July 2009 - Present
Job Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2009 - Present
Lancaster Pollard June 2008 - August 2008
University of Tennessee Athletic Department May 2002 - July 2007
Skills
Credit, Bonds, Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Due Diligence, Financial Structuring, Investments, Valuation, Corporate Finance, Credit Analysis, Asset Managment, Portfolio Management, Bloomberg, Alternative Investments, Derivatives, Trading, Equities, Fixed Income, Series 7, Asset Allocation, Mutual Funds, Finance, Investment Strategies, Mortgage Lending, Series 63, Mergers & Acquisitions, Strategic Financial..., Asset Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Corporate Finance and Financial Consulting
University of Tennessee College of Law 2003 — 2007
JD, Business Transactions
Furman University 1997 — 2002
BA, Economics and Business Administration
Montgomery Bell Academy 1993 — 1997
Lancaster Pollard July 2009 - Present
Lancaster Pollard June 2008 - August 2008
University of Tennessee Athletic Department May 2002 - July 2007
Skills
Credit, Bonds, Financial Modeling, Financial Analysis, Investment Banking, Capital Markets, Due Diligence, Financial Structuring, Investments, Valuation, Corporate Finance, Credit Analysis, Asset Managment, Portfolio Management, Bloomberg, Alternative Investments, Derivatives, Trading, Equities, Fixed Income, Series 7, Asset Allocation, Mutual Funds, Finance, Investment Strategies, Mortgage Lending, Series 63, Mergers & Acquisitions, Strategic Financial..., Asset Management, Financial Planning
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, Corporate Finance and Financial Consulting
University of Tennessee College of Law 2003 — 2007
JD, Business Transactions
Furman University 1997 — 2002
BA, Economics and Business Administration
Montgomery Bell Academy 1993 — 1997
Sam Adams Sam Adams's Lancaster Pollard Experience April 2011 - August 2013
Job Senior Associate at PNC
Industry Investment Banking
Experience
PNC June 2014 - Present
Lancaster Pollard April 2011 - August 2013
Lancaster Pollard June 2010 - September 2010
Cardinal Health January 2010 - May 2010
Weber Associates August 2008 - October 2009
Thorp Reed & Armstrong, LLP May 2007 - August 2007
Vorys, Sater, Seymour and Pease LLP May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Investments, Market Research, Microsoft Excel, PowerPoint, Due Diligence, Mergers, Finance, Valuation, Strategic Planning, Corporate Finance, Data Analysis, Mergers & Acquisitions, Portfolio Management, Analysis, Leadership, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
M.B.A., Finance
The Ohio State University Moritz College of Law 2005 — 2008
JD, Litigation (Trial Practice) and Real Estate
Northwestern University 2001 — 2005
BA, Economics
PNC June 2014 - Present
Lancaster Pollard April 2011 - August 2013
Lancaster Pollard June 2010 - September 2010
Cardinal Health January 2010 - May 2010
Weber Associates August 2008 - October 2009
Thorp Reed & Armstrong, LLP May 2007 - August 2007
Vorys, Sater, Seymour and Pease LLP May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Investments, Market Research, Microsoft Excel, PowerPoint, Due Diligence, Mergers, Finance, Valuation, Strategic Planning, Corporate Finance, Data Analysis, Mergers & Acquisitions, Portfolio Management, Analysis, Leadership, Investment Banking
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
M.B.A., Finance
The Ohio State University Moritz College of Law 2005 — 2008
JD, Litigation (Trial Practice) and Real Estate
Northwestern University 2001 — 2005
BA, Economics
Talel Aissi Talel Aissi's Lancaster Pollard Experience May 2015 - August 2015
Job 2016 MBA Candidate. R.H. Smith School of Business, University of Maryland | Finance
Industry Financial Services
Experience
Lancaster Pollard May 2015 - August 2015
Morgan Stanley July 2012 - August 2014
T. Rowe Price February 2011 - December 2011
Network Solutions Center August 2007 - September 2009
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Maryland Baltimore County 2008 — 2012
Financial Economics, Accounting, Management Science, MBA Prepatory Studies Program
Lancaster Pollard May 2015 - August 2015
Morgan Stanley July 2012 - August 2014
T. Rowe Price February 2011 - December 2011
Network Solutions Center August 2007 - September 2009
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Maryland Baltimore County 2008 — 2012
Financial Economics, Accounting, Management Science, MBA Prepatory Studies Program
Robert (Bob) Kirkwood Robert (Bob) Kirkwood's Lancaster Pollard Experience February 2014 - Present
Job Chief Operating Officer at Lancaster Pollard
Industry Commercial Real Estate
Experience
Lancaster Pollard February 2014 - Present
Red Capital Group January 2012 - October 2013
Red Capital Group November 2004 - December 2011
KPMG US September 2001 - November 2004
Davidson Caldwell Group, Inc. June 1999 - August 2001
Skills
Financial Reporting, Forecasting, Broker-Dealer, Treasury Management, Budgets, LIHTC, Commercial Mortgage..., Fannie Mae DUS®..., Ginnie Mae Mortgage..., Accounting for Interest..., Multifamily Finance, Debt, Financial Modeling &..., Cash Flow Management, Derivatives, Banking, Accounting, Finance, Risk Management, Due Diligence, Cash Flow, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Accounting
Lancaster Pollard February 2014 - Present
Red Capital Group January 2012 - October 2013
Red Capital Group November 2004 - December 2011
KPMG US September 2001 - November 2004
Davidson Caldwell Group, Inc. June 1999 - August 2001
Skills
Financial Reporting, Forecasting, Broker-Dealer, Treasury Management, Budgets, LIHTC, Commercial Mortgage..., Fannie Mae DUS®..., Ginnie Mae Mortgage..., Accounting for Interest..., Multifamily Finance, Debt, Financial Modeling &..., Cash Flow Management, Derivatives, Banking, Accounting, Finance, Risk Management, Due Diligence, Cash Flow, Auditing
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Accounting
Nicholas Rhoads Nicholas Rhoads's Lancaster Pollard Experience June 2002 - September 2004
Job Director, Mergers & Acquisitions at General Mills
Industry Consumer Goods
Experience
General Mills June 2015 - Present
General Mills July 2012 - June 2015
General Mills November 2010 - July 2012
Boeing January 2009 - October 2010
Boeing August 2006 - January 2009
UBS Investment Bank September 2004 - June 2006
Lancaster Pollard June 2002 - September 2004
Skills
Mergers, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Valuation
Education
Denison University 1998 — 2002
B.A., Economics and Communication
General Mills June 2015 - Present
General Mills July 2012 - June 2015
General Mills November 2010 - July 2012
Boeing January 2009 - October 2010
Boeing August 2006 - January 2009
UBS Investment Bank September 2004 - June 2006
Lancaster Pollard June 2002 - September 2004
Skills
Mergers, Financial Modeling, Financial Analysis, Corporate Development, Due Diligence, Valuation
Education
Denison University 1998 — 2002
B.A., Economics and Communication
Matthew Lindsay Matthew Lindsay's Lancaster Pollard Experience September 2004 - Present
Job Senior Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard September 2004 - Present
UBS Wealth Management August 2001 - August 2004
Skills
Investments, Finance, Mortgage Lending, Financial Structuring, Healthcare, Bonds, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking, Valuation, Mergers & Acquisitions, Asset Management, Capital Markets, Real Estate Economics, Portfolio Management, Strategic Planning, Corporate Finance, Series 7
Education
Miami University
University of Denver - Daniels College of Business
Masters of Science in Finance
Lancaster Pollard September 2004 - Present
UBS Wealth Management August 2001 - August 2004
Skills
Investments, Finance, Mortgage Lending, Financial Structuring, Healthcare, Bonds, Financial Modeling, Financial Analysis, Due Diligence, Investment Banking, Valuation, Mergers & Acquisitions, Asset Management, Capital Markets, Real Estate Economics, Portfolio Management, Strategic Planning, Corporate Finance, Series 7
Education
Miami University
University of Denver - Daniels College of Business
Masters of Science in Finance
Brett Murphy's Lancaster Pollard Experience September 2015 - Present
Job Vice President at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard September 2015 - Present
Nationwide Insurance January 2015 - September 2015
Lancaster Pollard May 2012 - January 2015
Banco Santander February 2010 - July 2011
Wells Fargo January 2008 - February 2010
State Street Bank May 2006 - December 2007
Skills
Financial Analysis, Finance, Credit Risk, Credit Analysis, Corporate Finance, Asset Based Lending, Valuation, Investments, Risk Management, Internal Audit, Accounting, Financial Risk, Financial Modeling, Banking, Investment Banking, Bloomberg - Certified, Compliance, Credit, Debt Restructuring, Intermediate level..., Regulatory Reporting, Real Estate Development, Real Estate Financing, Divestitures, Acquisitions, Loans, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Finance
Bentley University 2002 — 2006
BS, Finance
Lancaster Pollard September 2015 - Present
Nationwide Insurance January 2015 - September 2015
Lancaster Pollard May 2012 - January 2015
Banco Santander February 2010 - July 2011
Wells Fargo January 2008 - February 2010
State Street Bank May 2006 - December 2007
Skills
Financial Analysis, Finance, Credit Risk, Credit Analysis, Corporate Finance, Asset Based Lending, Valuation, Investments, Risk Management, Internal Audit, Accounting, Financial Risk, Financial Modeling, Banking, Investment Banking, Bloomberg - Certified, Compliance, Credit, Debt Restructuring, Intermediate level..., Regulatory Reporting, Real Estate Development, Real Estate Financing, Divestitures, Acquisitions, Loans, Capital Markets
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Finance
Bentley University 2002 — 2006
BS, Finance
Greg Sawchyn Greg Sawchyn's Lancaster Pollard Experience January 2008 - May 2009
Job Creating Value in Healthcare
Industry Financial Services
Experience
OhioHealth May 2013 - Present
Caduceus Capital, LLC April 2010 - December 2013
Bridgehead Solutions May 2009 - April 2010
Lancaster Pollard January 2008 - May 2009
Lancaster Pollard July 2006 - January 2008
Skills
Corporate Finance, Operational Strategy, Strategic Financial..., Capital Markets, Financial Analysis, Regulatory Reporting, Compliance, Negotiation, Financial Reporting, Working Capital..., Healthcare, reimbursement, Health Economics, Healthcare Management, Healthcare Consulting, Medical Devices, Fixed Income Trading, Fixed Income Products, Investment Banking, Fixed Income, Strategic Planning, Strategy, Financial Modeling, Equities, Valuation, Mergers & Acquisitions, Business Valuation, Due Diligence, Risk Management, Start-ups, Cross-functional Team..., Investments, Finance, Venture Capital, Banking, Business Development, Leadership, Derivatives, Process Improvement, Loans, Accounting, Executive Management, Financial Services, Auditing, Analysis
Education
The Ohio State University Fisher College of Business 2004 — 2006
MBA, Corporate Finance
The Ohio State University College of Medicine 2001 — 2006
MD, Medicine
The Ohio State University 1997 — 2001
BS, Microbiology
OhioHealth May 2013 - Present
Caduceus Capital, LLC April 2010 - December 2013
Bridgehead Solutions May 2009 - April 2010
Lancaster Pollard January 2008 - May 2009
Lancaster Pollard July 2006 - January 2008
Skills
Corporate Finance, Operational Strategy, Strategic Financial..., Capital Markets, Financial Analysis, Regulatory Reporting, Compliance, Negotiation, Financial Reporting, Working Capital..., Healthcare, reimbursement, Health Economics, Healthcare Management, Healthcare Consulting, Medical Devices, Fixed Income Trading, Fixed Income Products, Investment Banking, Fixed Income, Strategic Planning, Strategy, Financial Modeling, Equities, Valuation, Mergers & Acquisitions, Business Valuation, Due Diligence, Risk Management, Start-ups, Cross-functional Team..., Investments, Finance, Venture Capital, Banking, Business Development, Leadership, Derivatives, Process Improvement, Loans, Accounting, Executive Management, Financial Services, Auditing, Analysis
Education
The Ohio State University Fisher College of Business 2004 — 2006
MBA, Corporate Finance
The Ohio State University College of Medicine 2001 — 2006
MD, Medicine
The Ohio State University 1997 — 2001
BS, Microbiology
Adam J. Smith, CFA, CAIA Adam J. Smith, CFA, CAIA's Lancaster Pollard Experience April 2009 - August 2012
Job Director of Investments at Mercy Health
Industry Investment Management
Experience
Mercy Health (formerly Catholic Health Partners) September 2012 - Present
Lancaster Pollard April 2009 - August 2012
Perspecta Trust October 2007 - November 2008
Fund Evaluation Group June 2001 - October 2007
John F. Brown Company January 2000 - June 2001
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Pensions, Endowments, Investment Strategies, Due Diligence, Institutional, Research, Performance Attribution, Asset Management, Performance Measurement, Investment Policy, Institutional Investors, ETFs, Bloomberg, Mutual Funds, Risk Management, Asset Managment, Institutional..., Private Equity, Fund Of Funds, Finance, Bonds, Investment Advisory
Education
Brown University 1995 — 1999
BA, Organizational/Behavior Management
Mercy Health (formerly Catholic Health Partners) September 2012 - Present
Lancaster Pollard April 2009 - August 2012
Perspecta Trust October 2007 - November 2008
Fund Evaluation Group June 2001 - October 2007
John F. Brown Company January 2000 - June 2001
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Pensions, Endowments, Investment Strategies, Due Diligence, Institutional, Research, Performance Attribution, Asset Management, Performance Measurement, Investment Policy, Institutional Investors, ETFs, Bloomberg, Mutual Funds, Risk Management, Asset Managment, Institutional..., Private Equity, Fund Of Funds, Finance, Bonds, Investment Advisory
Education
Brown University 1995 — 1999
BA, Organizational/Behavior Management
Austin Snyder's Lancaster Pollard Experience April 2015 - Present
Job Vice President at Lancaster Pollard Fund Manager, LLC
Industry Commercial Real Estate
Experience
Lancaster Pollard April 2015 - Present
Berkeley Point Capital LLC August 2012 - April 2015
Red Capital Group June 2007 - July 2012
Skills
Real Estate Economics, Underwriting, Due Diligence, Brokerage, Credit Analysis, Investment Properties, Financial Structuring, Mergers & Acquisitions, Commercial Mortgages, Loan Origination, Mortgage Lending, Dispositions, Finance, Management
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Lancaster Pollard April 2015 - Present
Berkeley Point Capital LLC August 2012 - April 2015
Red Capital Group June 2007 - July 2012
Skills
Real Estate Economics, Underwriting, Due Diligence, Brokerage, Credit Analysis, Investment Properties, Financial Structuring, Mergers & Acquisitions, Commercial Mortgages, Loan Origination, Mortgage Lending, Dispositions, Finance, Management
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Anthony Niemeier Anthony Niemeier's Lancaster Pollard Experience May 2012 - August 2012
Job Finance Executive Development Program at Raytheon
Industry Defense & Space
Experience
Raytheon May 2014 - Present
Raytheon June 2013 - May 2014
Lancaster Pollard May 2012 - August 2012
Ameriprise Financial Services, Inc. May 2007 - August 2011
Minnesota Timberwolves October 2005 - March 2006
Skills
Hard Worker, Integrity, Strategic Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Business Analysis, Valuation, PowerPoint, Microsoft Office, Market Research, Financial Accounting, Equity Valuation, Business Strategy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance and Investments
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Business
Raytheon May 2014 - Present
Raytheon June 2013 - May 2014
Lancaster Pollard May 2012 - August 2012
Ameriprise Financial Services, Inc. May 2007 - August 2011
Minnesota Timberwolves October 2005 - March 2006
Skills
Hard Worker, Integrity, Strategic Analysis, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Risk Management, Leadership, Data Analysis, Microsoft Excel, Strategic Planning, Business Analysis, Valuation, PowerPoint, Microsoft Office, Market Research, Financial Accounting, Equity Valuation, Business Strategy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
MBA, Corporate Finance and Investments
University of Minnesota - Carlson School of Management 2003 — 2007
BS, Business
Daniel Biron Daniel Biron's Lancaster Pollard Experience January 2008 - May 2011
Job Senior Managing Director Seniors Housing at Berkadia Commercial Mortgage LLC
Industry Hospital & Health Care
Experience
Berkadia Commercial Mortgage LLC September 2011 - Present
Walker & Dunlop May 2011 - September 2011
Lancaster Pollard January 2008 - May 2011
Credit Suisse October 2003 - October 2007
Life Care Centers of America June 1999 - October 2003
Gosman Capital 1986 - 2000
Education
Northeastern University 1980 — 1984
BS, Accounting
La Salette
Berkadia Commercial Mortgage LLC September 2011 - Present
Walker & Dunlop May 2011 - September 2011
Lancaster Pollard January 2008 - May 2011
Credit Suisse October 2003 - October 2007
Life Care Centers of America June 1999 - October 2003
Gosman Capital 1986 - 2000
Education
Northeastern University 1980 — 1984
BS, Accounting
La Salette
Cheryl (Ramsey) Barker Cheryl (Ramsey) Barker's Lancaster Pollard Experience May 2007 - August 2007
Job Senior Research Analyst at Fund Evaluation Group
Industry Investment Management
Experience
Fund Evaluation Group 2012 - Present
DCAdvisors 2010 - 2012
Oyster Capital Management LLC 2008 - 2009
Lancaster Pollard May 2007 - August 2007
Oyster Capital Management LLC December 2006 - January 2007
Baker Concrete Construction 2001 - 2006
Skills
Alternative Investments, Financial Analysis, Leadership, Valuation, Project Management, Investments, Program Management, Equity Research, Financial Modeling, Asset Management, Public Speaking, Portfolio Management, Bloomberg, Private Equity, Hedge Funds, Equities
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance and Investments
Miami University 2001 — 2005
BS, Business
THS
THS
Fund Evaluation Group 2012 - Present
DCAdvisors 2010 - 2012
Oyster Capital Management LLC 2008 - 2009
Lancaster Pollard May 2007 - August 2007
Oyster Capital Management LLC December 2006 - January 2007
Baker Concrete Construction 2001 - 2006
Skills
Alternative Investments, Financial Analysis, Leadership, Valuation, Project Management, Investments, Program Management, Equity Research, Financial Modeling, Asset Management, Public Speaking, Portfolio Management, Bloomberg, Private Equity, Hedge Funds, Equities
Education
University of Notre Dame - Mendoza College of Business 2006 — 2008
MBA, Finance and Investments
Miami University 2001 — 2005
BS, Business
THS
THS
David Lacki David Lacki's Lancaster Pollard Experience July 2012 - Present
Job Managing Director, Affordable Housing at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2012 - Present
RBC Capital Markets May 2007 - July 2012
Green Park Financial August 2006 - May 2007
CharterMac January 2005 - August 2006
Capri Capital November 1999 - February 2005
Washington Capital August 1990 - November 1999
York & Associates October 1989 - August 1990
J.M. Jayson & Co. October 1987 - July 1989
Skills
Finance, Capital Markets, Investment Banking, LIHTC, Real Estate, Real Estate Transactions, Loans, Financial Modeling, Investments, Financial Analysis, Asset Managment, Loan Origination, Portfolio Management, Mortgage Banking, Credit, Real Estate Economics, Real Estate Financing, Risk Management
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
Daemen College
BS, Computer Science
Lancaster Pollard July 2012 - Present
RBC Capital Markets May 2007 - July 2012
Green Park Financial August 2006 - May 2007
CharterMac January 2005 - August 2006
Capri Capital November 1999 - February 2005
Washington Capital August 1990 - November 1999
York & Associates October 1989 - August 1990
J.M. Jayson & Co. October 1987 - July 1989
Skills
Finance, Capital Markets, Investment Banking, LIHTC, Real Estate, Real Estate Transactions, Loans, Financial Modeling, Investments, Financial Analysis, Asset Managment, Loan Origination, Portfolio Management, Mortgage Banking, Credit, Real Estate Economics, Real Estate Financing, Risk Management
Education
California State University-Hayward - School of Business and Economics
MBA, Finance
Daemen College
BS, Computer Science
Rob McAdams Rob McAdams's Lancaster Pollard Experience July 2015 - Present
Job Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2015 - Present
Skills
Mergers & Acquisitions, Portfolio Management, Asset Management, Valuation, Real Estate, Asset Managment, Financial Analysis, Entitlements, Commercial Real Estate, Investment Properties, Management, Finance, Entrepreneurship, Disposition, Financial Structuring, Negotiation, Real Estate Development
Education
University of Denver - Daniels College of Business 2011 — 2013
Dual Master of Science in Finance and Real Estate & Construction Management
University of Colorado at Boulder 1998 — 2002
Communications
Montgomery Bell Academy 1995 — 1998
Lancaster Pollard July 2015 - Present
Skills
Mergers & Acquisitions, Portfolio Management, Asset Management, Valuation, Real Estate, Asset Managment, Financial Analysis, Entitlements, Commercial Real Estate, Investment Properties, Management, Finance, Entrepreneurship, Disposition, Financial Structuring, Negotiation, Real Estate Development
Education
University of Denver - Daniels College of Business 2011 — 2013
Dual Master of Science in Finance and Real Estate & Construction Management
University of Colorado at Boulder 1998 — 2002
Communications
Montgomery Bell Academy 1995 — 1998
Mallory Waggenspack, PHR's Lancaster Pollard Experience June 2015 - Present
Job Human Resources Generalist at Lancaster Pollard
Industry Human Resources
Experience
Lancaster Pollard June 2015 - Present
ABM Healthcare Support Services February 2014 - June 2015
Acloche April 2011 - February 2014
Kelly Services January 2010 - February 2011
Bakers Footwear Group August 2009 - January 2010
Skills
Recruiting, Human Resources, Management, New Hire Orientations, Customer Service, Employee Relations, Employee Management, Personnel Recruiting, PHR Certified
Education
The Ohio State University 2005 — 2011
Bachelor of Science, Buying and Merchandising
Lima Central Catholic 2001 — 2005
High School Diplima
Lancaster Pollard June 2015 - Present
ABM Healthcare Support Services February 2014 - June 2015
Acloche April 2011 - February 2014
Kelly Services January 2010 - February 2011
Bakers Footwear Group August 2009 - January 2010
Skills
Recruiting, Human Resources, Management, New Hire Orientations, Customer Service, Employee Relations, Employee Management, Personnel Recruiting, PHR Certified
Education
The Ohio State University 2005 — 2011
Bachelor of Science, Buying and Merchandising
Lima Central Catholic 2001 — 2005
High School Diplima
Nick Gesue Nick Gesue's Lancaster Pollard Experience July 2015 - Present
Job CEO at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2015 - Present
Lancaster Pollard January 2012 - Present
Skills
Real Estate Lending, Streamlining Process, Bonds, Financial Structuring, Loans, Program Management, Management, Financial Modeling, Portfolio Management, Investment Banking, Investments, Financial Analysis, Due Diligence, Underwriting, Credit, Real Estate
Education
Denison University 1997 — 2001
BA, Economics
Lancaster Pollard July 2015 - Present
Lancaster Pollard January 2012 - Present
Skills
Real Estate Lending, Streamlining Process, Bonds, Financial Structuring, Loans, Program Management, Management, Financial Modeling, Portfolio Management, Investment Banking, Investments, Financial Analysis, Due Diligence, Underwriting, Credit, Real Estate
Education
Denison University 1997 — 2001
BA, Economics
Amanda Reece Amanda Reece's Lancaster Pollard Experience March 2012 - February 2014
Job Senior Meetings and Events Coordinator at NHS Global Events
Industry Events Services
Experience
NHS Global Events March 2014 - Present
Lancaster Pollard March 2012 - February 2014
Rubber Stamps Unlimited, Inc. June 2011 - February 2012
Ohio University Campus Recreation August 2010 - June 2011
Ohio University Learning Communities August 2010 - June 2011
Bath and Body Works November 2008 - January 2011
Skills
Customer Service, Public Relations, PowerPoint, Word, Event Planning, Microsoft Office, Marketing, Public Speaking, Training, Management
Education
Ohio University 2007 — 2011
Bachelor of Science, Communication Studies; Public Relations
NHS Global Events March 2014 - Present
Lancaster Pollard March 2012 - February 2014
Rubber Stamps Unlimited, Inc. June 2011 - February 2012
Ohio University Campus Recreation August 2010 - June 2011
Ohio University Learning Communities August 2010 - June 2011
Bath and Body Works November 2008 - January 2011
Skills
Customer Service, Public Relations, PowerPoint, Word, Event Planning, Microsoft Office, Marketing, Public Speaking, Training, Management
Education
Ohio University 2007 — 2011
Bachelor of Science, Communication Studies; Public Relations
Joseph Quaglia Joseph Quaglia's Lancaster Pollard Experience July 2005 - July 2009
Job Senior Director, Business Development at Integral Ad Science
Industry Online Media
Experience
Integral Ad Science March 2012 - Present
Lijit Networks, Inc. June 2010 - March 2012
Lancaster Pollard July 2005 - July 2009
Skills
Online Advertising, Digital Media, Business Development, Advertising, Start-ups, Entrepreneurship, Digital Marketing, Ad Networks, Digital Strategy, Strategic Partnerships, Mobile Advertising, Mobile Marketing, Analytics, Display Advertising, Management, Online Marketing, Ad Exchanges
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Entrepreneurship
Denison University 2001 — 2005
Bachelor of Arts, Economics, Political Science
Integral Ad Science March 2012 - Present
Lijit Networks, Inc. June 2010 - March 2012
Lancaster Pollard July 2005 - July 2009
Skills
Online Advertising, Digital Media, Business Development, Advertising, Start-ups, Entrepreneurship, Digital Marketing, Ad Networks, Digital Strategy, Strategic Partnerships, Mobile Advertising, Mobile Marketing, Analytics, Display Advertising, Management, Online Marketing, Ad Exchanges
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2011
MBA, Entrepreneurship
Denison University 2001 — 2005
Bachelor of Arts, Economics, Political Science
Conrad Wuorinen's Lancaster Pollard Experience May 2015 - August 2015
Job Head Resident at Denison University
Industry
Experience
Lancaster Pollard May 2015 - August 2015
Denison University August 2014 - May 2015
The Country Club of Columbus May 2013 - June 2014
Denison University August 2013 - May 2014
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Chemistry
The Columbus Academy 1998 — 2012
High School
Lancaster Pollard May 2015 - August 2015
Denison University August 2014 - May 2015
The Country Club of Columbus May 2013 - June 2014
Denison University August 2013 - May 2014
Education
Denison University 2012 — 2016
Bachelor of Arts (B.A.), Economics and Chemistry
The Columbus Academy 1998 — 2012
High School
Chad Elliott Chad Elliott's Lancaster Pollard Experience June 2015 - Present
Job Managing Director Mergers & Acquisitions at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard June 2015 - Present
Recovery Centers of America / O'Neill Properties Group September 2014 - May 2015
Private Equity Capital Corporation (PECC) 2007 - 2008
Morgan Stanley Capital Partners (MSCP) / Metalmark Capital 1999 - 2006
Goldman Sachs 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, LBO, Principal Investments, Due Diligence, Valuation, Financial Modeling, Board of Directors, Alternative Energy, Industrial Sector, Private Placements, Leveraged Finance, Real Estate, Business Strategy, Alternative Investments, Equities, Finance, Hedge Funds, Management, Structured Finance, Portfolio Management, Financial Services, IPO
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA)
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Phillips Exeter Academy 1987 — 1990
Lancaster Pollard June 2015 - Present
Recovery Centers of America / O'Neill Properties Group September 2014 - May 2015
Private Equity Capital Corporation (PECC) 2007 - 2008
Morgan Stanley Capital Partners (MSCP) / Metalmark Capital 1999 - 2006
Goldman Sachs 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, LBO, Principal Investments, Due Diligence, Valuation, Financial Modeling, Board of Directors, Alternative Energy, Industrial Sector, Private Placements, Leveraged Finance, Real Estate, Business Strategy, Alternative Investments, Equities, Finance, Hedge Funds, Management, Structured Finance, Portfolio Management, Financial Services, IPO
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA)
Princeton University 1990 — 1994
Bachelor of Arts (B.A.), Economics
Phillips Exeter Academy 1987 — 1990
Daniel Klodor's Lancaster Pollard Experience August 2015 - Present
Job Investment Banking Associate at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard August 2015 - Present
University of Notre Dame, Class Council April 2012 - Present
Huntington National Bank April 2015 - July 2015
Huntington National Bank September 2014 - April 2015
PwC September 2013 - September 2014
Price Waterhouse Coopers June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, Aura, Accounting, Financial Accounting, Auditing, Financial Reporting, Assurance, Real Estate Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Analysis, Commercial Real Estate, Commercial Banking, Real Estate Financing, Real Estate Transactions, Credit Risk, Credit Analysis, Portfolio Management, Investment Banking, Credit Monitoring
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Lancaster Pollard August 2015 - Present
University of Notre Dame, Class Council April 2012 - Present
Huntington National Bank April 2015 - July 2015
Huntington National Bank September 2014 - April 2015
PwC September 2013 - September 2014
Price Waterhouse Coopers June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, Aura, Accounting, Financial Accounting, Auditing, Financial Reporting, Assurance, Real Estate Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Analysis, Commercial Real Estate, Commercial Banking, Real Estate Financing, Real Estate Transactions, Credit Risk, Credit Analysis, Portfolio Management, Investment Banking, Credit Monitoring
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Jennifer Bruckart Jennifer Bruckart's Lancaster Pollard Experience June 2003 - May 2005
Job Director of Outreach and Education at WeCare Pharmacy
Industry Public Relations and Communications
Experience
WeCare Pharmacy December 2014 - Present
National Community Pharmacists Association February 2011 - November 2013
National Community Pharmacists Association June 2007 - December 2012
National Community Pharmacists Association October 2005 - May 2007
Lancaster Pollard June 2003 - May 2005
Skills
Public Affairs, Marketing Communications, Public Policy, Public Relations, Strategic Communications, Project Management, Newsletters, Press Releases, Marketing
Education
University of Florida 1997 — 2001
Bachelor's degree, Public Relations
WeCare Pharmacy December 2014 - Present
National Community Pharmacists Association February 2011 - November 2013
National Community Pharmacists Association June 2007 - December 2012
National Community Pharmacists Association October 2005 - May 2007
Lancaster Pollard June 2003 - May 2005
Skills
Public Affairs, Marketing Communications, Public Policy, Public Relations, Strategic Communications, Project Management, Newsletters, Press Releases, Marketing
Education
University of Florida 1997 — 2001
Bachelor's degree, Public Relations
Kass Matt Kass Matt's Lancaster Pollard Experience February 2006 - Present
Job President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard February 2006 - Present
Huntington National Bank 2003 - 2006
Huntington National Bank 1995 - 2003
Skills
Capital Markets, Underwriting, Bonds, Derivatives, Mortgage Lending, Funding, Financial Structuring, Credit Analysis, Financial Modeling, Asset Managment, Investments, Loans, Financial Analysis, Portfolio Management, Due Diligence
Education
Cleveland State University 2002 — 2003
MBA, Executive Program
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Finance
Lancaster Pollard February 2006 - Present
Huntington National Bank 2003 - 2006
Huntington National Bank 1995 - 2003
Skills
Capital Markets, Underwriting, Bonds, Derivatives, Mortgage Lending, Funding, Financial Structuring, Credit Analysis, Financial Modeling, Asset Managment, Investments, Loans, Financial Analysis, Portfolio Management, Due Diligence
Education
Cleveland State University 2002 — 2003
MBA, Executive Program
The Ohio State University Fisher College of Business 1991 — 1995
BSBA, Finance
Adam Gough Adam Gough's Lancaster Pollard Experience April 2015 - Present
Job Portfolio Manager at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard April 2015 - Present
Lancaster Pollard May 2013 - April 2015
The Ohio State University January 2013 - May 2013
Nationwide Insurance January 2013 - April 2013
Scottrade August 2011 - August 2012
Skills
Customer Service, Microsoft Office, Time Management, Phone Skills, Financial Modeling, Sensitivity Analysis, Risk Management, Equity Research, Investments, Finance, Mergers & Acquisitions
Education
The Ohio State University 2012 — 2013
Specialized Masters of Finance, Finance, 3.70
Wright State University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Lancaster Pollard April 2015 - Present
Lancaster Pollard May 2013 - April 2015
The Ohio State University January 2013 - May 2013
Nationwide Insurance January 2013 - April 2013
Scottrade August 2011 - August 2012
Skills
Customer Service, Microsoft Office, Time Management, Phone Skills, Financial Modeling, Sensitivity Analysis, Risk Management, Equity Research, Investments, Finance, Mergers & Acquisitions
Education
The Ohio State University 2012 — 2013
Specialized Masters of Finance, Finance, 3.70
Wright State University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Jessica Rosenberg Jessica Rosenberg's Lancaster Pollard Experience August 2015 - Present
Job Analyst
Industry Hospitality
Experience
Lancaster Pollard August 2015 - Present
Belmont Village Senior Living August 2014 - Present
Belmont Village Senior Living July 2013 - Present
Neighborhood Restaurant Group September 2007 - June 2013
Cornell University September 2009 - February 2013
Onassis Clothing LLC June 2012 - August 2012
Olympia Media Group October 2011 - May 2012
Sawyer Realty Holdings LLC June 2011 - August 2011
Skills
Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Hospitality, Event Planning, Hospitality Management, Customer Service, Google Docs, Real Estate Development, Training, Human Resources, Sales
Education
Cornell University 2009 — 2013
Hotel/Motel Administration/Management
Lancaster Pollard August 2015 - Present
Belmont Village Senior Living August 2014 - Present
Belmont Village Senior Living July 2013 - Present
Neighborhood Restaurant Group September 2007 - June 2013
Cornell University September 2009 - February 2013
Onassis Clothing LLC June 2012 - August 2012
Olympia Media Group October 2011 - May 2012
Sawyer Realty Holdings LLC June 2011 - August 2011
Skills
Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Hospitality, Event Planning, Hospitality Management, Customer Service, Google Docs, Real Estate Development, Training, Human Resources, Sales
Education
Cornell University 2009 — 2013
Hotel/Motel Administration/Management
Steve Graham Steve Graham's Lancaster Pollard Experience May 2013 - January 2015
Job SVP, Director of PostAcute Acquisition & Development at MedEquities Realty Trust, Inc.
Industry Financial Services
Experience
MedEquities Realty Trust, Inc. June 2015 - Present
Lancaster Pollard May 2013 - January 2015
Ventas, Inc. July 2011 - December 2013
Nationwide Health Properties, Inc. February 2007 - June 2011
GMAC RFC Health Capital August 2005 - February 2007
Cathedral Rock Corporation August 1998 - January 2004
Skills
Due Diligence, Real Estate Economics, Valuation, Real Estate, Investments, Mergers & Acquisitions, Acquisitions, Portfolio Management, Loans, Underwriting, Credit, Strategic Financial..., Retirement Homes, Management, Property, Negotiation, Healthcare, REIT, Investment Management, Investment Strategies, Mergers, Asset Management, Disposition, Accounting, Real Estate Financing, Private Equity, Budgets, Investment Properties, Financial Modeling, Contract Negotiation, Capital Markets, Financial Analysis, Financial Planning
Education
Southern Methodist University 1987 — 1990
Southwestern Graduate School of Banking, Finance
Southern Methodist University - Cox School of Business 1978 — 1983
BBS, Business Administration and Management, General
MedEquities Realty Trust, Inc. June 2015 - Present
Lancaster Pollard May 2013 - January 2015
Ventas, Inc. July 2011 - December 2013
Nationwide Health Properties, Inc. February 2007 - June 2011
GMAC RFC Health Capital August 2005 - February 2007
Cathedral Rock Corporation August 1998 - January 2004
Skills
Due Diligence, Real Estate Economics, Valuation, Real Estate, Investments, Mergers & Acquisitions, Acquisitions, Portfolio Management, Loans, Underwriting, Credit, Strategic Financial..., Retirement Homes, Management, Property, Negotiation, Healthcare, REIT, Investment Management, Investment Strategies, Mergers, Asset Management, Disposition, Accounting, Real Estate Financing, Private Equity, Budgets, Investment Properties, Financial Modeling, Contract Negotiation, Capital Markets, Financial Analysis, Financial Planning
Education
Southern Methodist University 1987 — 1990
Southwestern Graduate School of Banking, Finance
Southern Methodist University - Cox School of Business 1978 — 1983
BBS, Business Administration and Management, General
Brad Competty's Lancaster Pollard Experience April 2013 - Present
Job Associate, Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard April 2013 - Present
Navidea Biopharmaceuticals January 2012 - April 2013
Neoprobe Corporation September 2009 - February 2012
Skills
Drug Development, CMC, Biochemistry, Data Analysis, Strategic Planning, Pricing Strategy, Business Strategy, PMA, Medical Devices
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Focus in Business Strategy
The Ohio State University 2006 — 2009
Bachelor of Science, Biology
Lancaster Pollard April 2013 - Present
Navidea Biopharmaceuticals January 2012 - April 2013
Neoprobe Corporation September 2009 - February 2012
Skills
Drug Development, CMC, Biochemistry, Data Analysis, Strategic Planning, Pricing Strategy, Business Strategy, PMA, Medical Devices
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Focus in Business Strategy
The Ohio State University 2006 — 2009
Bachelor of Science, Biology
Elliot Kaple Elliot Kaple's Lancaster Pollard Experience March 2015 - Present
Job Associate at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard March 2015 - Present
Citi July 2008 - March 2015
Education
Ohio Wesleyan University 2004 — 2008
Lancaster Pollard March 2015 - Present
Citi July 2008 - March 2015
Education
Ohio Wesleyan University 2004 — 2008
Dan VandenBosch Dan VandenBosch's Lancaster Pollard Experience June 2008 - October 2010
Job Government Banking Relationship Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank December 2014 - Present
Huntington Investment Company October 2010 - Present
Lancaster Pollard June 2008 - October 2010
Northern Trust 2002 - 2007
Skills
Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Credit Analysis, Bonds, Series 7, Derivatives, Alternative Investments, Portfolio Management, Financial Structuring, Credit, Investments, Asset Managment, Treasury Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Calvin College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Grand Rapids Christian
Huntington National Bank December 2014 - Present
Huntington Investment Company October 2010 - Present
Lancaster Pollard June 2008 - October 2010
Northern Trust 2002 - 2007
Skills
Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Credit Analysis, Bonds, Series 7, Derivatives, Alternative Investments, Portfolio Management, Financial Structuring, Credit, Investments, Asset Managment, Treasury Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Calvin College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General
Grand Rapids Christian
Rebecca Sheehan's Lancaster Pollard Experience February 2012 - April 2015
Job Accounting and Finance Recruiter at Dawson
Industry Human Resources
Experience
Dawson April 2015 - Present
Lancaster Pollard February 2012 - April 2015
Red Capital Group April 2011 - February 2012
Brookside Golf and Country Club March 2008 - June 2011
eSolutech December 2010 - April 2011
Brookside Golf and Country Club August 2010 - December 2010
Lifeline of Ohio January 2010 - April 2010
Findlay Animal Care Center and Hospital December 2003 - September 2008
Education
Otterbein University 2007 — 2011
BA, Organizational Communications, Minors in Public Relations, Business Administration and Speech Comm
Findlay High School
Dawson April 2015 - Present
Lancaster Pollard February 2012 - April 2015
Red Capital Group April 2011 - February 2012
Brookside Golf and Country Club March 2008 - June 2011
eSolutech December 2010 - April 2011
Brookside Golf and Country Club August 2010 - December 2010
Lifeline of Ohio January 2010 - April 2010
Findlay Animal Care Center and Hospital December 2003 - September 2008
Education
Otterbein University 2007 — 2011
BA, Organizational Communications, Minors in Public Relations, Business Administration and Speech Comm
Findlay High School
Billy Patterson Billy Patterson's Lancaster Pollard Experience July 2014 - May 2015
Job Senior Associate
Industry Investment Banking
Experience
Fifth Third Securities June 2015 - Present
Lancaster Pollard July 2014 - May 2015
The University of Iowa January 2013 - May 2014
Licensed Attorney September 2012 - March 2014
Lancaster Pollard May 2013 - August 2013
EPR Properties December 2012 - January 2013
The University of Iowa August 2012 - December 2012
Washburn University School of Law Small Business & Nonprofit Transactional Law Clinic August 2011 - December 2011
Property Valuation Services June 2009 - November 2009
Freedom Bank - Overland Park, Kansas February 2009 - June 2009
Skills
Commercial Real Estate..., Real Estate Financing, Property Tax, Income Producing..., Investment Properties, Real Estate Tax Appeals, Commercial Real Estate, Asset-backed..., Mortgage Underwriting, Financial Analysis, Communication Skills, Written & Oral..., Public Speaking, Legal Writing, Real Estate Economics, Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Washburn University School of Law 2010 — 2012
Juris Doctor (J.D.), Business and Transactional Law, Estate Planning, and Tax Law
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Finance and Real Estate
Fifth Third Securities June 2015 - Present
Lancaster Pollard July 2014 - May 2015
The University of Iowa January 2013 - May 2014
Licensed Attorney September 2012 - March 2014
Lancaster Pollard May 2013 - August 2013
EPR Properties December 2012 - January 2013
The University of Iowa August 2012 - December 2012
Washburn University School of Law Small Business & Nonprofit Transactional Law Clinic August 2011 - December 2011
Property Valuation Services June 2009 - November 2009
Freedom Bank - Overland Park, Kansas February 2009 - June 2009
Skills
Commercial Real Estate..., Real Estate Financing, Property Tax, Income Producing..., Investment Properties, Real Estate Tax Appeals, Commercial Real Estate, Asset-backed..., Mortgage Underwriting, Financial Analysis, Communication Skills, Written & Oral..., Public Speaking, Legal Writing, Real Estate Economics, Finance, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (MBA), Finance
Washburn University School of Law 2010 — 2012
Juris Doctor (J.D.), Business and Transactional Law, Estate Planning, and Tax Law
University of Northern Iowa 2004 — 2008
Bachelor of Arts (B.A.), Finance and Real Estate
Brad Luke Brad Luke's Lancaster Pollard Experience June 2015 - Present
Job Investment Banking Associate at Lancaster Pollard
Industry Hospital & Health Care
Experience
Lancaster Pollard June 2015 - Present
Oxford Resource Partners September 2010 - March 2015
United States Army Reserve May 2005 - August 2013
ARINC June 2008 - January 2011
SAIC September 2006 - June 2008
Skills
Finance, Analysis, Forecasting, Process Improvement, Accounting, Project Management
Education
The Citadel 2008 — 2010
Master of Business Administration (MBA), 3.85
Ohio Northern University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Lancaster Pollard June 2015 - Present
Oxford Resource Partners September 2010 - March 2015
United States Army Reserve May 2005 - August 2013
ARINC June 2008 - January 2011
SAIC September 2006 - June 2008
Skills
Finance, Analysis, Forecasting, Process Improvement, Accounting, Project Management
Education
The Citadel 2008 — 2010
Master of Business Administration (MBA), 3.85
Ohio Northern University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Jason Terry's Lancaster Pollard Experience May 2013 - August 2013
Job Sr. Financial Analyst at Maxim Integrated
Industry Semiconductors
Experience
Maxim Integrated June 2014 - Present
The Norm Fund (Commogri) October 2013 - July 2015
Lancaster Pollard May 2013 - August 2013
JP Morgan January 2008 - May 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, Valuation, Data Analysis, Credit Analysis, PowerPoint, Quantitative Analytics, Mortgage Lending, Investments, Underwriting, Due Diligence, Banking, Credit, Strategic Planning, Equities, Capital Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Entrepreneurship
The Ohio State University 2004 — 2007
B.A., Economics
Maxim Integrated June 2014 - Present
The Norm Fund (Commogri) October 2013 - July 2015
Lancaster Pollard May 2013 - August 2013
JP Morgan January 2008 - May 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, Valuation, Data Analysis, Credit Analysis, PowerPoint, Quantitative Analytics, Mortgage Lending, Investments, Underwriting, Due Diligence, Banking, Credit, Strategic Planning, Equities, Capital Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Entrepreneurship
The Ohio State University 2004 — 2007
B.A., Economics
Kristen Waltz's Lancaster Pollard Experience January 2013 - Present
Job Senior Market Research Assistant at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard January 2013 - Present
Fraser Clemens Martin & Miller LLC November 2009 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Project Management, Customer Management, Data Analysis, Data Entry, QuickBooks
Education
Bowling Green State University 2006 — 2011
Bachelor of Science (B.S.), Mathematics
Lancaster Pollard January 2013 - Present
Fraser Clemens Martin & Miller LLC November 2009 - December 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Project Management, Customer Management, Data Analysis, Data Entry, QuickBooks
Education
Bowling Green State University 2006 — 2011
Bachelor of Science (B.S.), Mathematics
Megan O'Donnell's Lancaster Pollard Experience October 2014 - Present
Job Market Research Assistant at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard October 2014 - Present
Clark Reliance Corporation May 2013 - August 2014
JRK Property Holdings April 2012 - March 2013
The CGS Group August 2011 - September 2012
Skills
Market Research, Customer Service, Technical Product Sales, ERP Software, SAP, Client Relations, Office Administration, Requirements..., Credit Reporting, Real Estate, Residential Communities, Background Checks, Fair Housing Law, HUD, Leasing, Creative Problem Solving, Management
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Lancaster Pollard October 2014 - Present
Clark Reliance Corporation May 2013 - August 2014
JRK Property Holdings April 2012 - March 2013
The CGS Group August 2011 - September 2012
Skills
Market Research, Customer Service, Technical Product Sales, ERP Software, SAP, Client Relations, Office Administration, Requirements..., Credit Reporting, Real Estate, Residential Communities, Background Checks, Fair Housing Law, HUD, Leasing, Creative Problem Solving, Management
Education
The Ohio State University 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Brent Soller, CFP®'s Lancaster Pollard Experience July 2010 - September 2010
Job Institutional Client Advisor at PNC Institutional Investments
Industry Investment Management
Experience
PNC Institutional Asset Management April 2011 - Present
Fisher College of Business September 2009 - June 2011
Lancaster Pollard July 2010 - September 2010
Altair Advisers, LLC 2006 - 2009
Huron Consulting Group July 2003 - March 2006
Skills
Financial Accounting, Due Diligence, Financial Modeling, Investment Management, Valuation, Financial Analysis, Corporate Finance, Risk Management, Business Valuation, Strategic Financial..., Economics, Investment Advisory, Accounting, Management Consulting, Financial Reporting, Analysis, Forecasting, Writing, Fundamental Analysis, Strategic Thinking, Portable Alpha, Competitive Analysis, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Investment Management
Miami University 1999 — 2003
BS, Economics
PNC Institutional Asset Management April 2011 - Present
Fisher College of Business September 2009 - June 2011
Lancaster Pollard July 2010 - September 2010
Altair Advisers, LLC 2006 - 2009
Huron Consulting Group July 2003 - March 2006
Skills
Financial Accounting, Due Diligence, Financial Modeling, Investment Management, Valuation, Financial Analysis, Corporate Finance, Risk Management, Business Valuation, Strategic Financial..., Economics, Investment Advisory, Accounting, Management Consulting, Financial Reporting, Analysis, Forecasting, Writing, Fundamental Analysis, Strategic Thinking, Portable Alpha, Competitive Analysis, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Investment Management
Miami University 1999 — 2003
BS, Economics
Allyson Naour's Lancaster Pollard Experience 2008 - October 2010
Job Marketing Specialist at KEMBA Financial Credit Union
Industry Marketing and Advertising
Experience
KEMBA Financial Credit Union October 2010 - Present
Lancaster Pollard 2008 - October 2010
Sofa Express and More January 2005 - November 2007
Ohio Magazine June 2002 - January 2005
Education
University of Dayton 1998 — 2002
KEMBA Financial Credit Union October 2010 - Present
Lancaster Pollard 2008 - October 2010
Sofa Express and More January 2005 - November 2007
Ohio Magazine June 2002 - January 2005
Education
University of Dayton 1998 — 2002
Nathan Strall's Lancaster Pollard Experience January 2013 - August 2014
Job Vice President Financial Services Investment Banking
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Raymond James Financial, Inc. June 2015 - Present
Sterne Agee November 2014 - June 2015
Lancaster Pollard January 2013 - August 2014
Sterne Agee May 2009 - January 2013
Keefe, Bruyette & Woods (KBW) July 2006 - May 2009
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Private Placements, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Structured Finance, Finance, Capital Markets, Financial Analysis, Equities, Financial Structuring, Investments, Financial Services
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Stacie Stormer's Lancaster Pollard Experience March 2001 - April 2002
Job Career Coach | Counselor | Consultant
Industry Higher Education
Experience
CareerBeam March 2010 - Present
Ohio State University - Career Connection March 2003 - March 2010
Self - Employed May 2002 - August 2003
Lancaster Pollard March 2001 - April 2002
BDO Seidman, LLP January 1999 - February 2001
Skills
Resume Writing, Interviewing, Career Management, Writing, Cover Letters, Interviews, Career Assessment, Human Resources, Leadership, Strategy, Career Counseling, Interviewing Skills, Career Development, College Recruiting, Hiring, Resume, Job Search Strategies, Job Coaching, Job Search, Management, Coaching, Interview Preparation, Strategic Planning, Workshop Facilitation, Student Development
Education
The Ohio State University 2003 — 2005
Master of Arts, Counseling
Ohio University 1994 — 1998
Bachelor of Science, Health Services Administration
CareerBeam March 2010 - Present
Ohio State University - Career Connection March 2003 - March 2010
Self - Employed May 2002 - August 2003
Lancaster Pollard March 2001 - April 2002
BDO Seidman, LLP January 1999 - February 2001
Skills
Resume Writing, Interviewing, Career Management, Writing, Cover Letters, Interviews, Career Assessment, Human Resources, Leadership, Strategy, Career Counseling, Interviewing Skills, Career Development, College Recruiting, Hiring, Resume, Job Search Strategies, Job Coaching, Job Search, Management, Coaching, Interview Preparation, Strategic Planning, Workshop Facilitation, Student Development
Education
The Ohio State University 2003 — 2005
Master of Arts, Counseling
Ohio University 1994 — 1998
Bachelor of Science, Health Services Administration
Elizabeth Diamond's Lancaster Pollard Experience November 2013 - July 2015
Job Actively seeking new opportunities in multifamily finance
Industry Real Estate
Experience
Lancaster Pollard November 2013 - July 2015
AFL-CIO Housing Investment Trust March 2007 - October 2013
Walker & Dunlop (Green Park Financial) February 2002 - March 2007
Deutsche Bank Berkshire Mortgage July 2000 - February 2002
Walker & Dunlop (Green Park Financial) November 1995 - February 2002
RevPar International July 1994 - November 1995
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Financial Modeling, Asset Managment, Mergers & Acquisitions, Asset Management, Investments, Affordable Housing, Real Estate Development, Commercial Real Estate, Acquisitions, Real Estate Financing, Valuation, Capital Markets, Mortgage Lending, Portfolio Management
Education
Penn State University 1987 — 1991
BS, Hotel, Restaurant & Institutional Management
Lancaster Pollard November 2013 - July 2015
AFL-CIO Housing Investment Trust March 2007 - October 2013
Walker & Dunlop (Green Park Financial) February 2002 - March 2007
Deutsche Bank Berkshire Mortgage July 2000 - February 2002
Walker & Dunlop (Green Park Financial) November 1995 - February 2002
RevPar International July 1994 - November 1995
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Financial Modeling, Asset Managment, Mergers & Acquisitions, Asset Management, Investments, Affordable Housing, Real Estate Development, Commercial Real Estate, Acquisitions, Real Estate Financing, Valuation, Capital Markets, Mortgage Lending, Portfolio Management
Education
Penn State University 1987 — 1991
BS, Hotel, Restaurant & Institutional Management
Ronny Kamal's Lancaster Pollard Experience June 2008 - September 2008
Job Growth Strategy Manager at The Cambridge Group
Industry Management Consulting
Experience
The Cambridge Group December 2013 - Present
Accenture September 2009 - November 2013
Fisher College of Business September 2007 - June 2009
Lancaster Pollard June 2008 - September 2008
The Ohio State University Medical Center November 2007 - January 2008
Comair March 2003 - September 2007
Wachovia Securities, LLC May 2004 - August 2007
Skills
Interest Rate Swaps, Marketing Strategy, Strategy, Portfolio Management, CRM, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Business Strategy, Project Management, Commercial Aviation, Civil Aviation, Aircraft Accident..., Air Operations, Airlines, Airline Economics, Banking, Property & Casualty..., Equity Trading, Retail Banking, Business Development, Team Building, Management, Enterprise Software, Change Management, Business Analysis, Business Process..., Product Management, Finance, Business Transformation, Market Research, Program Management, Competitive Analysis, Business Process, Corporate Finance, Management Consulting, Analytics
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance & Strategy
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Aviation Human Factors
The Cambridge Group December 2013 - Present
Accenture September 2009 - November 2013
Fisher College of Business September 2007 - June 2009
Lancaster Pollard June 2008 - September 2008
The Ohio State University Medical Center November 2007 - January 2008
Comair March 2003 - September 2007
Wachovia Securities, LLC May 2004 - August 2007
Skills
Interest Rate Swaps, Marketing Strategy, Strategy, Portfolio Management, CRM, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Business Strategy, Project Management, Commercial Aviation, Civil Aviation, Aircraft Accident..., Air Operations, Airlines, Airline Economics, Banking, Property & Casualty..., Equity Trading, Retail Banking, Business Development, Team Building, Management, Enterprise Software, Change Management, Business Analysis, Business Process..., Product Management, Finance, Business Transformation, Market Research, Program Management, Competitive Analysis, Business Process, Corporate Finance, Management Consulting, Analytics
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Corporate Finance & Strategy
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Aviation Human Factors
Jeff Banker's Lancaster Pollard Experience January 2006 - Present
Job Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard January 2006 - Present
Paramount Financial Group, Inc. August 1999 - October 2005
Skills
Real Estate Development, Budget, Real Estate, Property Management, Property, Microsoft Excel, Investments, Investment Banking, Debt, Bonds, Equities, Capital Markets, Negotiation
Education
The Ohio State University 1990 — 1995
Lancaster Pollard January 2006 - Present
Paramount Financial Group, Inc. August 1999 - October 2005
Skills
Real Estate Development, Budget, Real Estate, Property Management, Property, Microsoft Excel, Investments, Investment Banking, Debt, Bonds, Equities, Capital Markets, Negotiation
Education
The Ohio State University 1990 — 1995
Matt Henney's Lancaster Pollard Experience June 2011 - November 2014
Job Director of Investments, Greystar
Industry Real Estate
Experience
Greystar December 2014 - Present
Lancaster Pollard June 2011 - November 2014
Rainier Realty Finance June 2010 - August 2010
Top Shelf Development February 2006 - May 2009
Coastal Properites June 2005 - February 2006
Skills
Financial Analysis, Finance, Real Estate Development, Project Management, Management, Investments, Accounting, Project Planning, Financial Modeling, Due Diligence, Real Estate Economics, Valuation, XML, Microsoft Word, Entrepreneurship, Site Development, Strategy, Market Research, Start-ups, Strategic Planning, Analysis, Data Analysis, Business Strategy, Real Estate Financing, Real Estate Transactions, Investment Banking, Multi-family Investment..., Affordable Housing, Asset Management, Senior Housing, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate and Finance
Miami University 2001 — 2005
Bachelor of Arts, Chemistry
Greystar December 2014 - Present
Lancaster Pollard June 2011 - November 2014
Rainier Realty Finance June 2010 - August 2010
Top Shelf Development February 2006 - May 2009
Coastal Properites June 2005 - February 2006
Skills
Financial Analysis, Finance, Real Estate Development, Project Management, Management, Investments, Accounting, Project Planning, Financial Modeling, Due Diligence, Real Estate Economics, Valuation, XML, Microsoft Word, Entrepreneurship, Site Development, Strategy, Market Research, Start-ups, Strategic Planning, Analysis, Data Analysis, Business Strategy, Real Estate Financing, Real Estate Transactions, Investment Banking, Multi-family Investment..., Affordable Housing, Asset Management, Senior Housing, Real Estate
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Real Estate and Finance
Miami University 2001 — 2005
Bachelor of Arts, Chemistry
Mecca Dubena-Prokopchak's Lancaster Pollard Experience October 2009 - Present
Job Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard October 2009 - Present
Glimcher Development Corporation 2004 - January 2009
Skills
Asset Management, Credit, Loans, Process Improvement, Finance, Investments, Real Estate, Credit Analysis, Customer Service, Financial Analysis, Portfolio Management, Strategic Financial..., Banking, Financial Modeling, Due Diligence, Financial Reporting
Education
Ashland University 2001 — 2004
Education, Education
Ashland University 2001 — 2004
The Ohio State University 1995 — 2000
Bachelor of Science, Human Ecology
Lancaster Pollard October 2009 - Present
Glimcher Development Corporation 2004 - January 2009
Skills
Asset Management, Credit, Loans, Process Improvement, Finance, Investments, Real Estate, Credit Analysis, Customer Service, Financial Analysis, Portfolio Management, Strategic Financial..., Banking, Financial Modeling, Due Diligence, Financial Reporting
Education
Ashland University 2001 — 2004
Education, Education
Ashland University 2001 — 2004
The Ohio State University 1995 — 2000
Bachelor of Science, Human Ecology
Brian Banes's Lancaster Pollard Experience July 2014 - Present
Job Investment Banking Associate at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2014 - Present
Tipton Equity Partners January 2014 - May 2014
FI Consulting May 2013 - August 2013
Overseas Private Investment Corporation January 2013 - April 2013
Capitol Partners, LLC September 2012 - December 2012
York Capital Management June 2012 - August 2012
Ernst & Young 2008 - 2010
Capital Performance Group 2007 - 2008
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration
International Language Institute 2010 — 2011
University of Maryland 2004 — 2007
Bachelor of Science, Finance
Lancaster Pollard July 2014 - Present
Tipton Equity Partners January 2014 - May 2014
FI Consulting May 2013 - August 2013
Overseas Private Investment Corporation January 2013 - April 2013
Capitol Partners, LLC September 2012 - December 2012
York Capital Management June 2012 - August 2012
Ernst & Young 2008 - 2010
Capital Performance Group 2007 - 2008
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration
International Language Institute 2010 — 2011
University of Maryland 2004 — 2007
Bachelor of Science, Finance
Craig Gunther's Lancaster Pollard Experience 2008 - October 2011
Job Development Risk Manager
Industry Real Estate
Experience
RBC Capital Markets October 2011 - Present
Lancaster Pollard 2008 - October 2011
Skills
Apartments, LIHTC, Tax Credits, Property, Affordable Housing, Real Estate Economics, Asset Management, Analysis, Real Estate Development, Commercial Real Estate, Strategic Planning, Real Estate Financing, Real Estate
Education
Taylor University 1988 — 1992
Bachelor of Arts, Business Administration
Tippecanoe High School
RBC Capital Markets October 2011 - Present
Lancaster Pollard 2008 - October 2011
Skills
Apartments, LIHTC, Tax Credits, Property, Affordable Housing, Real Estate Economics, Asset Management, Analysis, Real Estate Development, Commercial Real Estate, Strategic Planning, Real Estate Financing, Real Estate
Education
Taylor University 1988 — 1992
Bachelor of Arts, Business Administration
Tippecanoe High School
Pinjalim Bora, CFA's Lancaster Pollard Experience March 2010 - June 2010
Job Equity Research (Enterprise Software) at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Piper Jaffray July 2010 - July 2014
Lancaster Pollard March 2010 - June 2010
Ohio Public Employee Retirement System June 2009 - June 2010
Oracle India Private Limited April 2006 - August 2008
Satyam Computer Services Limited September 2003 - March 2006
www.rentacoder.com September 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Risk Management, Finance, Data Analysis, Business Analysis, Project Management, Analysis, Investment Banking, Process Improvement, Asset Managment, SQL, Equities, Vendor Management, Management, Fixed Income, Business Intelligence, Bloomberg, Investments, Capital Markets, Leadership, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
National Institute of Technology, Jamshedpur 1998 — 2002
BSc (Eng)
Kendriya Vidyalaya 1990 — 1998
J.P. Morgan August 2014 - Present
Piper Jaffray July 2010 - July 2014
Lancaster Pollard March 2010 - June 2010
Ohio Public Employee Retirement System June 2009 - June 2010
Oracle India Private Limited April 2006 - August 2008
Satyam Computer Services Limited September 2003 - March 2006
www.rentacoder.com September 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Risk Management, Finance, Data Analysis, Business Analysis, Project Management, Analysis, Investment Banking, Process Improvement, Asset Managment, SQL, Equities, Vendor Management, Management, Fixed Income, Business Intelligence, Bloomberg, Investments, Capital Markets, Leadership, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
National Institute of Technology, Jamshedpur 1998 — 2002
BSc (Eng)
Kendriya Vidyalaya 1990 — 1998
Ben Poynter's Lancaster Pollard Experience 2009 - 2009
Job Arbela Partners
Industry Venture Capital & Private Equity
Experience
Arbela Partners September 2014 - Present
Barclays Capital October 2012 - June 2014
Duff & Phelps July 2011 - October 2012
ORIX Corporate Capital January 2010 - May 2011
Lancaster Pollard 2009 - 2009
Southern Methodist University January 2008 - April 2008
Trammell Crow Company January 2007 - May 2007
Skills
Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, Investment Banking, Portfolio Management, Investments
Education
Southern Methodist University 2007 — 2009
PMBA, Finance
Southern Methodist University 2003 — 2007
BBA, Real Estate Finance
Arbela Partners September 2014 - Present
Barclays Capital October 2012 - June 2014
Duff & Phelps July 2011 - October 2012
ORIX Corporate Capital January 2010 - May 2011
Lancaster Pollard 2009 - 2009
Southern Methodist University January 2008 - April 2008
Trammell Crow Company January 2007 - May 2007
Skills
Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, Investment Banking, Portfolio Management, Investments
Education
Southern Methodist University 2007 — 2009
PMBA, Finance
Southern Methodist University 2003 — 2007
BBA, Real Estate Finance
Doug Lukcso's Lancaster Pollard Experience December 2008 - Present
Job VP, Institutional Investment Consultant at Lancaster Pollard
Industry Investment Management
Experience
Lancaster Pollard December 2008 - Present
Trend Dynamics Inc. January 2008 - December 2008
National City Bank April 1998 - December 2007
Charles Schwab April 1995 - April 1998
Cleveland Financial Group November 1993 - April 1995
Skills
Financial Modeling, Finance, Investments, Financial Planning, Asset Allocation, Portfolio Management, Investment Advisory, Asset Management, Mutual Funds, Investment Management
Education
Bowling Green State University 1989 — 1993
BA, Business
Lancaster Pollard December 2008 - Present
Trend Dynamics Inc. January 2008 - December 2008
National City Bank April 1998 - December 2007
Charles Schwab April 1995 - April 1998
Cleveland Financial Group November 1993 - April 1995
Skills
Financial Modeling, Finance, Investments, Financial Planning, Asset Allocation, Portfolio Management, Investment Advisory, Asset Management, Mutual Funds, Investment Management
Education
Bowling Green State University 1989 — 1993
BA, Business
Eric Wilder's Lancaster Pollard Experience June 2013 - Present
Job VP, Director of Accounting and Financial Reporting at Lancaster Pollard
Industry Capital Markets
Experience
Lancaster Pollard June 2013 - Present
Red Capital Group July 2008 - June 2013
PricewaterhouseCoopers 2005 - 2008
Skills
Finance, Financial Modeling
Education
The Ohio State University Fisher College of Business 2000 — 2005
Lancaster Pollard June 2013 - Present
Red Capital Group July 2008 - June 2013
PricewaterhouseCoopers 2005 - 2008
Skills
Finance, Financial Modeling
Education
The Ohio State University Fisher College of Business 2000 — 2005
Malcolm Nimick's Lancaster Pollard Experience 2002 - 2006
Job Owner, Ascension Capital Enterprises, LLC
Industry Financial Services
Experience
Ascension Capital Enterprises, LLC Senior Vice PresidentAging Research Institute2006 - 2007
Lancaster Pollard 2002 - 2006
RRZ Investment Management 1997 - 2000
CS McKee 1995 - 1997
Dollar Bank 1995 - 1995
PNC Bank 1985 - 1994
Skills
Equities, Financial Advisory, Investment Banking, Mutual Funds, Strategic Planning, Financial Analysis, Portfolio Management, Asset Allocation, Corporate Finance, Investments, Financial Modeling, Asset Management, Alternative Investments, Nonprofits, Finance, Swaps, Research, Risk Management, Derivatives, Due Diligence, Bonds, Relationship Management, Investment Strategies, Capital Markets, Investment Management, Fixed Income, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MSIA, Finance
Bucknell University 1981 — 1985
BA, Economics, Minors: Physics; Geology
Phillips Exeter Academy 1979 — 1981
Sewickley Academy 1967 — 1981
Ascension Capital Enterprises, LLC Senior Vice PresidentAging Research Institute2006 - 2007
Lancaster Pollard 2002 - 2006
RRZ Investment Management 1997 - 2000
CS McKee 1995 - 1997
Dollar Bank 1995 - 1995
PNC Bank 1985 - 1994
Skills
Equities, Financial Advisory, Investment Banking, Mutual Funds, Strategic Planning, Financial Analysis, Portfolio Management, Asset Allocation, Corporate Finance, Investments, Financial Modeling, Asset Management, Alternative Investments, Nonprofits, Finance, Swaps, Research, Risk Management, Derivatives, Due Diligence, Bonds, Relationship Management, Investment Strategies, Capital Markets, Investment Management, Fixed Income, Valuation, Mergers & Acquisitions, Strategic Financial...
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MSIA, Finance
Bucknell University 1981 — 1985
BA, Economics, Minors: Physics; Geology
Phillips Exeter Academy 1979 — 1981
Sewickley Academy 1967 — 1981
Ginger McGuire's Lancaster Pollard Experience April 2006 - Present
Job Principal at McGuire Development
Industry Real Estate
Experience
McGuire Development January 2012 - Present
Lancaster Pollard April 2006 - Present
The Siegel Group 2002 - 2006
Education
George Mason University
BIS, Economics and Political Science
McGuire Development January 2012 - Present
Lancaster Pollard April 2006 - Present
The Siegel Group 2002 - 2006
Education
George Mason University
BIS, Economics and Political Science
Brendan Healy's Lancaster Pollard Experience July 2012 - Present
Job Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2012 - Present
Lancaster Pollard November 2009 - July 2012
Steiner + Associates June 2008 - August 2008
Major League Lacrosse May 2006 - August 2008
Education
The Ohio State University Moritz College of Law 2006 — 2009
JD, Law
University of Maryland College Park 2002 — 2006
BA, Finance, Business Administration
Lancaster Pollard July 2012 - Present
Lancaster Pollard November 2009 - July 2012
Steiner + Associates June 2008 - August 2008
Major League Lacrosse May 2006 - August 2008
Education
The Ohio State University Moritz College of Law 2006 — 2009
JD, Law
University of Maryland College Park 2002 — 2006
BA, Finance, Business Administration
Brian Cafarella, CPA's Lancaster Pollard Experience March 2015 - Present
Job Vice President
Industry Banking
Experience
Lancaster Pollard March 2015 - Present
Lancaster Pollard November 2011 - March 2015
Plante & Moran, PLLC. August 2008 - December 2011
Ohio Wesleyan University April 2007 - June 2007
OhioHealth May 2006 - September 2006
Skills
Strategic Financial..., Healthcare, Investments, Risk Management, Credit, Mutual Funds, Financial Accounting, Microsoft Excel, Finance, Corporate Finance, Tax, Financial Services, Management, Due Diligence, CPA, Financial Modeling, Financial Advisory, Process Improvement, Budgets, Financial Analysis, Accounting, Auditing, Valuation, Employee Benefits, Real Estate, Analysis, Financial Reporting, Internal Controls, Forecasting
Education
Ohio Wesleyan University 2004 — 2008
Bachelors of Arts, Accounting and Economics Management
Lancaster Pollard March 2015 - Present
Lancaster Pollard November 2011 - March 2015
Plante & Moran, PLLC. August 2008 - December 2011
Ohio Wesleyan University April 2007 - June 2007
OhioHealth May 2006 - September 2006
Skills
Strategic Financial..., Healthcare, Investments, Risk Management, Credit, Mutual Funds, Financial Accounting, Microsoft Excel, Finance, Corporate Finance, Tax, Financial Services, Management, Due Diligence, CPA, Financial Modeling, Financial Advisory, Process Improvement, Budgets, Financial Analysis, Accounting, Auditing, Valuation, Employee Benefits, Real Estate, Analysis, Financial Reporting, Internal Controls, Forecasting
Education
Ohio Wesleyan University 2004 — 2008
Bachelors of Arts, Accounting and Economics Management
Courtney Haran's Lancaster Pollard Experience July 2011 - July 2012
Job Recruiting Coordinator at Partner's Consulting, Inc.
Industry Public Relations and Communications
Experience
Partner's Consulting, Inc. February 2015 - Present
Environmental Strategy Consultants, Inc. January 2013 - September 2014
Lancaster Pollard July 2011 - July 2012
Marketri June 2008 - June 2010
Schuld Physical Therapy January 2008 - October 2008
Parker McCay June 2001 - September 2006
Skills
Writing, Research, Press Releases, Journalism, Scheduling, Social Media, Editing, Microsoft Office, Copywriting, Event Planning, Public Relations, Market Research, Media Relations, Marketing Strategy, Marketing Communications, Advertising, Budgets, Marketing, Social Media Marketing, Social Networking, Video Production, Strategic Communications, Television, Facebook, Corporate Communications, Online Marketing, Publicity, Email Marketing, Brand Development, Internal Communications, WordPress, Integrated Marketing, Digital Marketing, Web Content Management, Digital Media, News Writing
Education
American University 2003 — 2007
BA, Broadcast Journalism
The University of Queensland 2006 — 2006
Journalism
Bishop Eustace Prep 1999 — 2003
HS Diploma
Partner's Consulting, Inc. February 2015 - Present
Environmental Strategy Consultants, Inc. January 2013 - September 2014
Lancaster Pollard July 2011 - July 2012
Marketri June 2008 - June 2010
Schuld Physical Therapy January 2008 - October 2008
Parker McCay June 2001 - September 2006
Skills
Writing, Research, Press Releases, Journalism, Scheduling, Social Media, Editing, Microsoft Office, Copywriting, Event Planning, Public Relations, Market Research, Media Relations, Marketing Strategy, Marketing Communications, Advertising, Budgets, Marketing, Social Media Marketing, Social Networking, Video Production, Strategic Communications, Television, Facebook, Corporate Communications, Online Marketing, Publicity, Email Marketing, Brand Development, Internal Communications, WordPress, Integrated Marketing, Digital Marketing, Web Content Management, Digital Media, News Writing
Education
American University 2003 — 2007
BA, Broadcast Journalism
The University of Queensland 2006 — 2006
Journalism
Bishop Eustace Prep 1999 — 2003
HS Diploma
Cheryl Lavy's Lancaster Pollard Experience September 2013 - November 2013
Job Senior Accountant at White Oak Partners
Industry Accounting
Experience
White Oak Partners December 2013 - Present
Lancaster Pollard September 2013 - November 2013
Alliance Data September 2012 - September 2013
RHI at Huntington Bank August 2012 - September 2012
The Mergis Group February 2012 - June 2012
Payliance November 2010 - December 2011
Huntington Bank August 2010 - November 2010
Nationwide Bank March 2009 - August 2010
Builders Resource Group November 2006 - November 2008
Builders Resource Group February 2005 - November 2006
Skills
Payroll, GAAP, Accounting Standards, Analysis, Budgeting, Accounting Management, Fixed Assets, Financial Accounting, Account Reconciliation
Education
Ohio Dominican University 1982 — 1989
BA, Accounting and Business Management
White Oak Partners December 2013 - Present
Lancaster Pollard September 2013 - November 2013
Alliance Data September 2012 - September 2013
RHI at Huntington Bank August 2012 - September 2012
The Mergis Group February 2012 - June 2012
Payliance November 2010 - December 2011
Huntington Bank August 2010 - November 2010
Nationwide Bank March 2009 - August 2010
Builders Resource Group November 2006 - November 2008
Builders Resource Group February 2005 - November 2006
Skills
Payroll, GAAP, Accounting Standards, Analysis, Budgeting, Accounting Management, Fixed Assets, Financial Accounting, Account Reconciliation
Education
Ohio Dominican University 1982 — 1989
BA, Accounting and Business Management
John Randolph's Lancaster Pollard Experience November 2007 - February 2014
Job Vice President at KeyBank Real Estate Capital
Industry Financial Services
Experience
KeyBank Real Estate Capital February 2014 - Present
Lancaster Pollard November 2007 - February 2014
Specialty Finance Group, LLC August 2002 - November 2007
GE Capital February 1996 - August 2002
Skills
Investments, Financial Modeling, Finance, Risk Management, Due Diligence, Valuation, Underwriting, Asset Management, Capital Markets, Investment Banking, Credit Analysis
Education
University of Mississippi 1994 — 1995
Master of Business Administration (MBA), Finance
University of Mississippi 1990 — 1994
Bachelor of Arts (BA), History
KeyBank Real Estate Capital February 2014 - Present
Lancaster Pollard November 2007 - February 2014
Specialty Finance Group, LLC August 2002 - November 2007
GE Capital February 1996 - August 2002
Skills
Investments, Financial Modeling, Finance, Risk Management, Due Diligence, Valuation, Underwriting, Asset Management, Capital Markets, Investment Banking, Credit Analysis
Education
University of Mississippi 1994 — 1995
Master of Business Administration (MBA), Finance
University of Mississippi 1990 — 1994
Bachelor of Arts (BA), History
Tom Vetter's Lancaster Pollard Experience June 2010 - August 2010
Job Associate at Vorys, Sater, Seymour and Pease LLP
Industry Real Estate
Experience
Vorys, Sater, Seymour and Pease LLP October 2013 - Present
Vorys, Sater, Seymour and Pease LLP May 2012 - August 2012
Schottenstein, Zox & Dunn Co., L.P.A. May 2011 - August 2011
Lancaster Pollard June 2010 - August 2010
Abbott Laboratories June 2009 - September 2009
Morris, Smith & Feyh, Incorporated June 2008 - September 2008
The Schenk Company June 2007 - September 2007
Skills
Real Estate, Financial Modeling, Mergers & Acquisitions, Real Estate Economics, Financial Analysis, Commercial Real Estate, Legal Research, Microsoft Excel, Legal Writing, Public Speaking
Education
The Ohio State University Moritz College of Law 2010 — 2013
J.D.
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Finance, Real Estate, Entrepreneurship
Vorys, Sater, Seymour and Pease LLP October 2013 - Present
Vorys, Sater, Seymour and Pease LLP May 2012 - August 2012
Schottenstein, Zox & Dunn Co., L.P.A. May 2011 - August 2011
Lancaster Pollard June 2010 - August 2010
Abbott Laboratories June 2009 - September 2009
Morris, Smith & Feyh, Incorporated June 2008 - September 2008
The Schenk Company June 2007 - September 2007
Skills
Real Estate, Financial Modeling, Mergers & Acquisitions, Real Estate Economics, Financial Analysis, Commercial Real Estate, Legal Research, Microsoft Excel, Legal Writing, Public Speaking
Education
The Ohio State University Moritz College of Law 2010 — 2013
J.D.
The Ohio State University Fisher College of Business 2006 — 2010
BSBA, Finance, Real Estate, Entrepreneurship
Brian Meilton's Lancaster Pollard Experience June 2015 - Present
Job Vice President at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard June 2015 - Present
Lancaster Pollard August 2014 - Present
Lancaster Pollard June 2012 - August 2014
Oxford Resource Partners, LP May 2009 - May 2012
Keefe, Bruyette & Woods June 2004 - April 2009
Skills
Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Capital Markets, Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Strategic Financial..., Investments, Equities
Education
Miami University 2003 — 2004
MBA, Finance
Ohio Northern University 1999 — 2003
BSBA, International Business and Economics
Lancaster Pollard June 2015 - Present
Lancaster Pollard August 2014 - Present
Lancaster Pollard June 2012 - August 2014
Oxford Resource Partners, LP May 2009 - May 2012
Keefe, Bruyette & Woods June 2004 - April 2009
Skills
Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Capital Markets, Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Strategic Financial..., Investments, Equities
Education
Miami University 2003 — 2004
MBA, Finance
Ohio Northern University 1999 — 2003
BSBA, International Business and Economics
Dan Mead, MBA's Lancaster Pollard Experience 2012 - 2013
Job Principal at Waveland Consulting, LLC
Industry Banking
Experience
Waveland Consulting August 2014 - Present
Worthington Partners August 2014 - Present
Lifestyle Communities November 2013 - August 2014
Lancaster Pollard 2012 - 2013
Huntington National Bank 2011 - 2012
Huntington National Bank 2009 - 2011
Huntington National Bank 2007 - 2009
Worthington Industries 2005 - 2007
Atlanta Braves 2002 - 2004
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Investments, Loans, Financial Management, Portfolio Management, Strategic Planning, Contract Negotiation, Hedging, Procurement, Financial Planning, Property Management, Real Estate, Sales, Salesforce Training, Vendor Relationship..., Project Management, Real Estate Development, Management, Finance, Leadership, Team Building
Education
Ohio University 2012 — 2013
MBA, Business
Otterbein University 2005 — 2007
Economics, Business
Waveland Consulting August 2014 - Present
Worthington Partners August 2014 - Present
Lifestyle Communities November 2013 - August 2014
Lancaster Pollard 2012 - 2013
Huntington National Bank 2011 - 2012
Huntington National Bank 2009 - 2011
Huntington National Bank 2007 - 2009
Worthington Industries 2005 - 2007
Atlanta Braves 2002 - 2004
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Investments, Loans, Financial Management, Portfolio Management, Strategic Planning, Contract Negotiation, Hedging, Procurement, Financial Planning, Property Management, Real Estate, Sales, Salesforce Training, Vendor Relationship..., Project Management, Real Estate Development, Management, Finance, Leadership, Team Building
Education
Ohio University 2012 — 2013
MBA, Business
Otterbein University 2005 — 2007
Economics, Business
Erin Akisada Laurent's Lancaster Pollard Experience August 2014 - Present
Job Market Research Analyst at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard August 2014 - Present
Extended Stay America March 2012 - December 2013
InterContinental Hotels Group April 2007 - 2012
Clarion Hotel/Choice Hotels 1998 - 1999
Skills
Leisure, Hospitality, Revenue Analysis, Hospitality Industry, Account Management, Sales Management, Hotels, Tourism, Business Travel, Yield Management, Hospitality Management, Resorts, Trade Shows, Hotel Booking, Travel Management, Front Office
Education
Palm Springs High School
University of California, Irvine
Bachelor's Degree, Social Ecology
Lancaster Pollard August 2014 - Present
Extended Stay America March 2012 - December 2013
InterContinental Hotels Group April 2007 - 2012
Clarion Hotel/Choice Hotels 1998 - 1999
Skills
Leisure, Hospitality, Revenue Analysis, Hospitality Industry, Account Management, Sales Management, Hotels, Tourism, Business Travel, Yield Management, Hospitality Management, Resorts, Trade Shows, Hotel Booking, Travel Management, Front Office
Education
Palm Springs High School
University of California, Irvine
Bachelor's Degree, Social Ecology
Adam Walter's Lancaster Pollard Experience June 2015 - Present
Job Associate
Industry Investment Banking
Experience
Lancaster Pollard June 2015 - Present
Henry B. Tippie School of Management - University of Iowa August 2013 - May 2015
Henry Fund December 2013 - December 2014
State of Wisconsin Investment Board May 2014 - August 2014
Income Solutions December 2008 - August 2013
Cerner Corporation November 2007 - December 2008
Wealth Information Network September 2007 - November 2007
VML January 2007 - September 2007
Skills
Microsoft Office, Content Management, Email Marketing, SEO, Affiliate Marketing, Social Media Marketing, Excel, Microsoft Excel, PPC, Account Management, Management, Training, Lead Generation, CRM, Salesforce.com, Equity Research, Mentoring, DCF Valuation, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Investment Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
University of St. Thomas 2002 — 2003
Business
Lancaster Pollard June 2015 - Present
Henry B. Tippie School of Management - University of Iowa August 2013 - May 2015
Henry Fund December 2013 - December 2014
State of Wisconsin Investment Board May 2014 - August 2014
Income Solutions December 2008 - August 2013
Cerner Corporation November 2007 - December 2008
Wealth Information Network September 2007 - November 2007
VML January 2007 - September 2007
Skills
Microsoft Office, Content Management, Email Marketing, SEO, Affiliate Marketing, Social Media Marketing, Excel, Microsoft Excel, PPC, Account Management, Management, Training, Lead Generation, CRM, Salesforce.com, Equity Research, Mentoring, DCF Valuation, Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Investment Management
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
University of St. Thomas 2002 — 2003
Business
Jim Shoup's Lancaster Pollard Experience 2010 - Present
Job Senior Vice President at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard 2010 - Present
Lodging First September 2004 - January 2010
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Due Diligence, Corporate Finance, Valuation, Investment Banking, Capital Markets, Accounting, Asset Management, Portfolio Management, Bloomberg, Alternative Investments, Strategic Financial..., Series 7, Credit Analysis, Mergers & Acquisitions, Derivatives
Education
Ohio Wesleyan University 1990 — 1994
BA, Accounting
Lancaster Pollard 2010 - Present
Lodging First September 2004 - January 2010
Skills
Investments, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Due Diligence, Corporate Finance, Valuation, Investment Banking, Capital Markets, Accounting, Asset Management, Portfolio Management, Bloomberg, Alternative Investments, Strategic Financial..., Series 7, Credit Analysis, Mergers & Acquisitions, Derivatives
Education
Ohio Wesleyan University 1990 — 1994
BA, Accounting
Bret Ingle's Lancaster Pollard Experience November 2011 - March 2013
Job Financial Analyst at Olshan Properties, formerly MPI
Industry Financial Services
Experience
Olshan Properties, formerly MPI October 2013 - Present
Lifestyle Communities March 2013 - October 2013
Lancaster Pollard November 2011 - March 2013
Morgan Stanley Smith Barney March 2011 - November 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Investments, Asset Management, Series 7, Financial Planning, Financial Analysis, Databases, Data Analysis, Data Mining, Accounting, Account Management, Account Reconciliation, Financial Reporting, Financial Modeling, Financial Accounting, MBA, Series 63, Microsoft Excel, Access, Customer Service, Customer Oriented, Highly detail oriented, Real Estate Economics, Strategic Financial...
Education
Keller Graduate School of Management 2010 — 2012
Masters of Accounting and Financial Management, Finance, Accounting, 3.87
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelors, Finance, Real Estate, 3.4
Olshan Properties, formerly MPI October 2013 - Present
Lifestyle Communities March 2013 - October 2013
Lancaster Pollard November 2011 - March 2013
Morgan Stanley Smith Barney March 2011 - November 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Enterprise Rent-A-Car May 2007 - September 2007
Skills
Investments, Asset Management, Series 7, Financial Planning, Financial Analysis, Databases, Data Analysis, Data Mining, Accounting, Account Management, Account Reconciliation, Financial Reporting, Financial Modeling, Financial Accounting, MBA, Series 63, Microsoft Excel, Access, Customer Service, Customer Oriented, Highly detail oriented, Real Estate Economics, Strategic Financial...
Education
Keller Graduate School of Management 2010 — 2012
Masters of Accounting and Financial Management, Finance, Accounting, 3.87
The Ohio State University - The Max M. Fisher College of Business 2004 — 2008
Bachelors, Finance, Real Estate, 3.4
David Onuscheck's Lancaster Pollard Experience July 2015 - Present
Job Associate at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2015 - Present
OakPoint Real Estate March 2014 - October 2014
The Nielsen Company August 2011 - June 2013
The Nielsen Company July 2009 - July 2011
Accenture June 2008 - August 2008
NBC News January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Market Research, Financial Analysis, Data Analysis, Nielsen, Analytics, Leadership, Financial Modeling, Strategic Planning, Forecasting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
BBA, Finance, Journalism
Lancaster Pollard July 2015 - Present
OakPoint Real Estate March 2014 - October 2014
The Nielsen Company August 2011 - June 2013
The Nielsen Company July 2009 - July 2011
Accenture June 2008 - August 2008
NBC News January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Market Research, Financial Analysis, Data Analysis, Nielsen, Analytics, Leadership, Financial Modeling, Strategic Planning, Forecasting, Strategy
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2005 — 2009
BBA, Finance, Journalism
J. Mark Chandler's Lancaster Pollard Experience June 2014 - Present
Job Construction Loan Manager at Lancaster Pollard
Industry Financial Services
Experience
Lancaster Pollard June 2014 - Present
Lancaster Pollard June 2012 - May 2014
Fifth Third Bank June 2011 - June 2012
Huntington National Bank February 2010 - June 2011
Huntington National Bank April 2009 - February 2010
Nationwide Financial March 2008 - April 2009
Skills
Series 6, Loans, Investments, Cross Selling, Mortgage Lending, Term Life Insurance, Whole Life, Fixed Annuities, Annuities, Mutual Funds, Health Insurance, Structured Products, Home Equity Lines of..., Finance, Banking, Commercial Lending, Asset Management, Consumer Lending, Securities, Retirement Planning, Retail Banking, Financial Services, Lines Of Credit, Investment Banking, Home Equity Loans, Relationship Management, Sales, Cold Calling, Credit Analysis, Mortgage Banking, Loan Origination, Financial Analysis, Management, Customer Service, Leadership, Strategic Planning
Education
Franklin University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Franklin University 2011 — 2013
Bachelor of Science (BS), Business Administration, 3.12
Lancaster Pollard June 2014 - Present
Lancaster Pollard June 2012 - May 2014
Fifth Third Bank June 2011 - June 2012
Huntington National Bank February 2010 - June 2011
Huntington National Bank April 2009 - February 2010
Nationwide Financial March 2008 - April 2009
Skills
Series 6, Loans, Investments, Cross Selling, Mortgage Lending, Term Life Insurance, Whole Life, Fixed Annuities, Annuities, Mutual Funds, Health Insurance, Structured Products, Home Equity Lines of..., Finance, Banking, Commercial Lending, Asset Management, Consumer Lending, Securities, Retirement Planning, Retail Banking, Financial Services, Lines Of Credit, Investment Banking, Home Equity Loans, Relationship Management, Sales, Cold Calling, Credit Analysis, Mortgage Banking, Loan Origination, Financial Analysis, Management, Customer Service, Leadership, Strategic Planning
Education
Franklin University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Franklin University 2011 — 2013
Bachelor of Science (BS), Business Administration, 3.12
Lisa Vecchietti's Lancaster Pollard Experience January 2014 - Present
Job
Industry Real Estate
Experience
Lancaster Pollard January 2014 - Present
Apartment Realty Advisors May 2012 - January 2014
Texas Department of Housing and Community Affairs (TDHCA) September 2009 - April 2012
Texas Department of Housing and Community Affairs (TDHCA) December 1999 - August 2007
Skills
Microsoft Office, Adobe Acrobat, ArcGIS, Research, Microsoft Excel, Program Management, Marketing, Affordable Housing, Community Development, Real Estate Economics, Real Estate Development, Real Estate, LIHTC, Government, Grant Writing, Tax Credits, Non-profits, Real Estate Financing, Real Estate Transactions, Acquisitions, Commercial Real Estate, Apartments, HUD, Grants, Public Policy, Section 8, Policy, Asset Management, Due Diligence, Disposition, Mortgage Lending
Education
The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Affairs (MPAff), Public Affairs
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance
Lancaster Pollard January 2014 - Present
Apartment Realty Advisors May 2012 - January 2014
Texas Department of Housing and Community Affairs (TDHCA) September 2009 - April 2012
Texas Department of Housing and Community Affairs (TDHCA) December 1999 - August 2007
Skills
Microsoft Office, Adobe Acrobat, ArcGIS, Research, Microsoft Excel, Program Management, Marketing, Affordable Housing, Community Development, Real Estate Economics, Real Estate Development, Real Estate, LIHTC, Government, Grant Writing, Tax Credits, Non-profits, Real Estate Financing, Real Estate Transactions, Acquisitions, Commercial Real Estate, Apartments, HUD, Grants, Public Policy, Section 8, Policy, Asset Management, Due Diligence, Disposition, Mortgage Lending
Education
The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Affairs (MPAff), Public Affairs
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance
Miles Kingston's Lancaster Pollard Experience September 2015 - Present
Job Vice President at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard September 2015 - Present
Metro Bank September 2013 - September 2015
Metro Bank October 2011 - September 2013
Metro Bank January 2011 - October 2011
Metro Bank August 2009 - January 2011
Skills
Credit, Loans, Commercial Banking, Banking, Small Business Lending, Retail Banking, Consumer Lending, Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Credit Risk, Mortgage Lending
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Lancaster Pollard September 2015 - Present
Metro Bank September 2013 - September 2015
Metro Bank October 2011 - September 2013
Metro Bank January 2011 - October 2011
Metro Bank August 2009 - January 2011
Skills
Credit, Loans, Commercial Banking, Banking, Small Business Lending, Retail Banking, Consumer Lending, Credit Analysis, Commercial Lending, Financial Analysis, Portfolio Management, Credit Risk, Mortgage Lending
Education
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Nicholas DiIorio's Lancaster Pollard Experience July 2015 - Present
Job Analyst at Lancaster Pollard
Industry Investment Banking
Experience
Lancaster Pollard July 2015 - Present
Career Exploration & Development August 2014 - May 2015
Lancaster Pollard June 2014 - August 2014
Dáil Éireann September 2013 - December 2013
Career Exploration & Development June 2013 - August 2013
Skills
Public Policy, Political Campaigns, Statistical Data..., Economics, Strategic Policy..., Investment Strategies, Public Relations, Public Opinion Research, Social Networking, Microsoft Word
Education
Denison University 2011 — 2015
Bachelor of Arts (BA), Political Science Major, Economics Minor
Institute of Public Administration: Dublin, Ireland 2013 — 2013
Off-Campus Study Program, Irish Studies
Lancaster Pollard July 2015 - Present
Career Exploration & Development August 2014 - May 2015
Lancaster Pollard June 2014 - August 2014
Dáil Éireann September 2013 - December 2013
Career Exploration & Development June 2013 - August 2013
Skills
Public Policy, Political Campaigns, Statistical Data..., Economics, Strategic Policy..., Investment Strategies, Public Relations, Public Opinion Research, Social Networking, Microsoft Word
Education
Denison University 2011 — 2015
Bachelor of Arts (BA), Political Science Major, Economics Minor
Institute of Public Administration: Dublin, Ireland 2013 — 2013
Off-Campus Study Program, Irish Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY