LCG Advisors

Description

Address: 201 E Kennedy Blvd, Tampa, FL 33602 Hours: Closed ⋅ Opens 8AM Wed Tuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (813) 226-2800Category: Place name: : : : : Website: : : Website: http://lcgadvisors.com/ Category: Investment Bank 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. Questions & answers Ask a questionBe the first to ask a question

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LCG Advisors Employees

Employee
Years
Job
Industry
Kaolin Levatino Kaolin Levatino Greater Memphis Area Details
Kaolin Levatino's LCG Advisors Experience March 2013 - Present
Job Field Examiner at LCG Advisors
Industry Financial Services
Experience
LCG Advisors   March 2013 - Present
M&F Business Credit   February 2012 - March 2013
Levatino Chess and Swim   January 1998 - December 2011
SunTrust Bank, Inc  September 2010 - August 2011
Levatino Insurance Group   June 2007 - August 2008

Skills
Insurance, Credit Analysis, Microsoft Word, Analysis, Loans, Customer Service, Accounts Receivable, Credit Risk, Microsoft Excel, Financial Analysis, Outlook, Consumer Lending, Credit, Finance, Banking, Due Diligence, Asset Based Lending, Investments, Management

Education
The University of Memphis   2005 — 2009
Bachelor of Science, Business Administration; Risk Management and Insurance

Dylan Walter Dylan Walter Dallas, Texas Details
Dylan Walter's LCG Advisors Experience November 2014 - Present
Job Senior ABL Field Examiner at LCG Advisors
Industry Accounting
Experience
LCG Advisors   November 2014 - Present
Freed Maxick CPAs, P.C.   April 2012 - October 2014
First Capital  August 2009 - February 2012
Cole & Reed, P.C.   June 2008 - June 2009

Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Internal Controls, General Ledger, Financial Modeling, Due Diligence, Banking, Corporate Finance, Tax, Finance, Accounts Receivable, Financial Audits

Education
University of Oklahoma   2003 — 2008
Accounting, Accounting & Finance

Norman High School   1999 — 2003

University of Central Oklahoma

Christina (Johnson) Tuma, CFE Christina (Johnson) Tuma, CFE Houston, Texas Area Details
Christina (Johnson) Tuma, CFE's LCG Advisors Experience October 2013 - Present
Job Field Examiner at LCG Advisors
Industry Accounting
Experience
LCG Advisors   October 2013 - Present
Christina Johnson   March 2013 - October 2013
Green Bank  May 2010 - March 2013
FDIC (Contract Consultant)   July 2009 - May 2010
Navigant  February 2007 - July 2008
Enron  May 2000 - May 2006
Arthur Andersen  October 1999 - March 2000
Frost Bank  October 1997 - October 1999
Simmons & Company International  October 1994 - October 1997

Skills
Certified Fraud Examiner, Due Diligence, Internal Controls, Financial Risk, Accounting, Forensic Accounting, Auditing, Litigation Support, FCPA, SOX Compliance, Bankruptcy, Risk Assessment, Fact Witness Testimony, Investigation, Internal Auditing, Analysis, Finance, Financial Reporting, Risk Management, Business Process..., Private Investigations, Financial Analysis, Enterprise Risk...

Education
Stephen F. Austin State University   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Economics

ACFE

Elizabeth Askew, CPA Elizabeth Askew, CPA Houston, Texas Details
Elizabeth Askew, CPA's LCG Advisors Experience June 2008 - Present
Job Field Examiner/Team Manager
Industry Financial Services
Experience
LCG Advisors   June 2008 - Present

Skills
CPA, Due Diligence, Commercial Lending, Credit Analysis, Finance, Asset Based Lending, Loans, Accounts Receivable, Working Capital..., Small Business Lending, Accounting, Commercial Finance, Credit Risk, Credit, Financial Analysis, Banking, Risk Management, Portfolio Management, Financial Modeling, Corporate Finance, Auditing, Underwriting, Commercial Banking, Financial Risk

Education
Sam Houston State University   1983 — 1987
Bachelor of Business Administration (BBA), Accounting, Cum Laude

Ed Ocampo Ed Ocampo Houston, Texas Area Details
Ed Ocampo's LCG Advisors Experience July 2013 - Present
Job Senior Examiner
Industry Accounting
Experience
LCG Advisors   July 2013 - Present
Comerica Bank  May 2006 - July 2013
Comerica Bank  August 2009 - October 2009
Comerica Bank  August 2004 - April 2006
Comerica Bank  June 2003 - July 2004
John Hancock Financial Services  July 2002 - May 2003

Skills
Asset Based Lending, Financial Analysis, A/R analysis, Inventory Analysis, Accounting, Auditing, Portfolio Management

Education
Oakland University   1997 — 2004
Bachelor of Science (B.S.), Accounting

Tatenda Uta Tatenda Uta Tampa/St. Petersburg, Florida Area Details
Tatenda Uta's LCG Advisors Experience September 2014 - December 2014
Job Analyst at Revenue Management Solutions
Industry Management Consulting
Experience
LCG Advisors   September 2014 - December 2014
GTE Financial  May 2014 - August 2014
First-Knox National Bank  August 2012 - July 2013
American University  January 2011 - May 2012
Kenyon College  August 2008 - May 2012
Kenyon Black Student Union (BSU)   March 2011 - March 2012
Kenyon College  August 2011 - August 2011
Kenyon College  June 2011 - August 2011
Liberty Wealth Management  September 2010 - December 2010
Kenyon College  October 2009 - December 2009

Skills
Economics, Analysis, Research, SPSS, Stata, Leadership, Statistics, Microsoft Excel, Financial Analysis, PowerPoint, Public Speaking, Microsoft Office, Fundraising, Data Analysis, Non-profits, Microsoft Word, International Relations, Finance, Community Outreach, Teamwork, Financial Reporting, R, Program Management, Program Development, FAMAS, SAP ERP, Access, Salesforce.com, Nonprofits

Education
University of Tampa - John H. Sykes College of Business   2013 — 2015
Master of Science, Finance, GPA 3.9/4.0

Kenyon College   2008 — 2012
BA, Economics, GPA 3.4/4.0

American University   2010 — 2010
International Economics, Business and Trade, GPA 3.9/4.0

Armand Hammer United World College   2006 — 2008
International Baccalaureate

Kutama College   2002 — 2006

MaryJane Wermuth MaryJane Wermuth Tampa/St. Petersburg, Florida Area Details
MaryJane Wermuth's LCG Advisors Experience May 2009 - Present
Job Investment Banking Associate at LCG Advisors
Industry Investment Banking
Experience
LCG Advisors   May 2009 - Present
Merrill Lynch  January 2009 - May 2009
GulfCoast Business Finance, Inc.   May 2007 - May 2009

Skills
Mergers, Bloomberg Terminal, DCF, Alternative Investments, Equity Valuation, Capital Structure, Equity Research, Series 7, Hedge Funds, Capital IQ, Capital Markets, Credit Analysis, Investment Research, M&A experience, Sell Side, Enterprise Valuation, Credit, Investment Strategies, Banking, Mutual Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance

Education
University of Tampa - John H. Sykes College of Business   2009 — 2013
Master of Science in Finance, Investement Management

University of Tampa - John H. Sykes College of Business   2009 — 2013
Master of Business Administration, Finance, Management

University of South Florida - College of Business Administration   2004 — 2008
Bachelor of Science, Finance, Economics, Accounting

Anthony Epperson Anthony Epperson Dallas/Fort Worth Area Details
Anthony Epperson's LCG Advisors Experience December 2013 - Present
Job Senior Field Examiner at LCG Advisors
Industry
Experience
LCG Advisors   December 2013 - Present
3W inc   July 2010 - December 2013

Skills
Accounting, Accounts Receivable, Analysis, Asset Based Lending, Auditing, Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Financial Reporting, GAAP, Internal Controls, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Risk Management

Education
Texas State University   2005 — 2009
Bachelors, Finance

Kenneth Cowan Kenneth Cowan Chicago, Illinois Details
Kenneth Cowan's LCG Advisors Experience February 2013 - November 2014
Job SAG High Volume Portfolio Officer at Bank of America
Industry Financial Services
Experience
Bank of America  August 2015 - Present
Bank of America  November 2014 - August 2015
LCG Advisors   February 2013 - November 2014
GolfTEC  October 2010 - October 2012

Skills
Microsoft Excel, Microsoft Office, Business Development, Leadership, Financial Analysis, Financial Modeling, Credit Analysis, Mergers & Acquisitions, Capital Raising, Due Diligence, Valuation

Education
University of Illinois at Urbana-Champaign   2004 — 2009
Agricultural Consumer Economics

Margaret Ann Giles Margaret Ann Giles Scottsdale, Arizona Details
Margaret Ann Giles's LCG Advisors Experience April 2013 - Present
Job Senior Field Examiner LCG Advisors
Industry Financial Services
Experience
LCG Advisors   April 2013 - Present
Copper Ridge School   May 2008 - May 2010
CAbi, Carol Anderson by invitation  January 2007 - June 2009
Bank of America  March 1993 - October 1998
CIT Group  August 1991 - February 1993

Skills
Public Speaking, Marketing Strategy, New Business Development, Fundraising, Training, Team Building, Sales Management, Consulting, Leadership, Management, Sales, Process Improvement, Project Management, Marketing, Business Development, Program Management, Strategic Planning, Healthcare, Entrepreneurship, Financial Analysis, Budgets, Credit, Finance

Education
Miami University   1988 — 1991
BS, Finance

Kane Ball Kane Ball Nashville, Tennessee Details
Kane Ball's LCG Advisors Experience October 2014 - Present
Job Field Examiner at LCG Advisors
Industry Banking
Experience
LCG Advisors   October 2014 - Present
Crestmark Bank  January 2014 - October 2014
Crestmark Bank  October 2012 - January 2014
Lyric Financial   June 2012 - October 2012

Skills
Highly personable, Computer-savvy, Finance, Financial Analysis, Analysis, Microsoft Excel, Customer Service, Due Diligence, Outlook, Accounts Receivable, Small Business Lending, Auditing, Management

Education
The University of Memphis   2005 — 2009
Bachelor of Science (BS), Finance

Stephanie Guisinger Stephanie Guisinger Indianapolis, Indiana Details
Stephanie Guisinger's LCG Advisors Experience April 2011 - Present
Job Senior Field Examiner at Lender's Consulting Group, Inc.
Industry Financial Services
Experience
LCG Advisors   April 2011 - Present
Jabez Group   May 2008 - October 2010
KeyBank  January 2006 - July 2008
KeyBank  July 2004 - January 2006
The Provident Bank  June 2003 - June 2004
Comerica Bank  October 2000 - June 2003

Skills
Perform comprehensive..., Assess the prospect’s..., Lead trainer for new..., Industry expertise in: ..., Asset Based Lending, Credit Analysis, Financial Analysis, Financial Statement..., Credit Risk, Credit, Finance, Loans, Due Diligence, Underwriting, Commercial Lending, Portfolio Management, Banking, Commercial Banking, Risk Management

Education
Murray State University   1982 — 1984
Bachelor's Degree, Accounting

Paducah Community College   1980 — 1982
Associate of Science (A.S.), Accounting

Lone Oak High School   1977 — 1980
Diploma, Accounting and Business/Management

Gabriel Tai Gabriel Tai Greater Boston Area Details
Gabriel Tai's LCG Advisors Experience July 2014 - Present
Job Field Examiner at LCG Advisors
Industry Financial Services
Experience
LCG Advisors   July 2014 - Present
MidCap Business Credit, LLC  May 2011 - May 2014
Amazon.com  November 2010 - January 2011
Penn Schoen Berland  June 2004 - September 2005

Skills
Financial Analysis, Salesforce.com, Monarch, Investments, Analysis, Sales, Asset Based Lending, Financial Reporting, Credit, Loans, Market Research, Business Strategy, Finance, Portfolio Management, Competitive Analysis, Strategy, Microsoft Excel

Education
University of Washington   2002 — 2006
BA, Business Administration with concentration in Finance

   2008 — 2009
MSc, Financial Management

Thomas Jefferson High School   1999 — 2002
International Baccalaureate

Charles Poteet Charles Poteet Tampa/St. Petersburg, Florida Area Details
Charles Poteet's LCG Advisors Experience December 2014 - Present
Job Investment Banking Analyst at LCG Advisors
Industry Investment Management
Experience
LCG Advisors   December 2014 - Present
US Army  2012 - 2013
US Army  2010 - 2012
US Army  2006 - 2010

Skills
Team Leadership, Leadership, Microsoft Office, Microsoft Word, Military, Management, Microsoft Excel, Operations Management, Supervisory Management, Leadership Development, Data Analysis, Department Budgeting, Strategy, Training, Project Management, Risk Managment, Logistics Management, Business Analysis, Financial Accounting, Business, Economics, Finance, Quantative Analysis, Research, Spreadsheets, Reporting and..., Strategic Planning, Balancing Collaboration..., Organization Skills, Communication, Investments, Financial Statements, Statistics, PowerPoint, Critical Thinking, Customer Service, Outlook, Interpersonal Skills, Information Systems, Teamwork, Due Diligence, Corporate Finance, Analysis, Financial Analysis

Education
University of Tampa   2013 — 2016
Bachelor's of Science, Finance, 3.87

American Military University   2010 — 2013
Associate's Degree, General Studies, 3.80

Jordan Hale Jordan Hale Fort Wayne, Indiana Details
Jordan Hale's LCG Advisors Experience September 2013 - Present
Job Field Examiner at LCG Advisors
Industry Accounting
Experience
LCG Advisors   September 2013 - Present

Skills
Asset Based Lending, Financial Analysis, Finance, Credit, Credit Analysis, Due Diligence, Credit Risk, Banking, Loans

Education
Purdue University - Krannert School of Management   2007 — 2012
Bachelor's Degree, Accounting

John Deeks John Deeks Tampa/St. Petersburg, Florida Area Details
John Deeks's LCG Advisors Experience December 2014 - Present
Job Investment Banking / Financial Services
Industry Financial Services
Experience
LCG Advisors   December 2014 - Present
HarborLight Capital   January 2010 - February 2014
GunnAllen Financial  May 2005 - December 2009
Raymond James & Associates  1998 - 2005

Skills
Series 7, Portfolio Management, Investments, Asset Managment, Asset Allocation, Valuation, Wealth Management, Securities, Financial Modeling, Financial Analysis, Risk Management, Due Diligence, Private Equity, Investment Banking, Capital Markets, Mergers, Mutual Funds, Finance

Education
University of South Florida   2001 — 2002
MBA, Economics, Finance

University of North Florida - College of Business Administration   1993 — 1998
Bachelors, Economics

Northeast High School

John Dendrinos, CPA John Dendrinos, CPA Baltimore, Maryland Area Details
John Dendrinos, CPA's LCG Advisors Experience July 2012 - Present
Job Managing Director at LCG Advisors
Industry Banking
Experience
LCG Advisors   July 2012 - Present
Bank of America Business Capital  July 2000 - April 2012
NationsBank  1992 - 1999
BGE  1988 - 1990
Maryland National Commercial Corp   1983 - 1986

Skills
Credit, Banking, Financial Analysis, Management, Auditing, Credit Analysis, Credit Risk, Loans, Risk Management, Commercial Banking, Due Diligence, Finance, Asset Based Lending, Underwriting

Education
The Johns Hopkins University - Carey Business School   1989 — 1992
Master of Administrative Science, Management

Loyola University Maryland   1978 — 1982
B.S., Accounting

Ian Frazer, CFA Ian Frazer, CFA Miami, Florida Details
Ian Frazer, CFA's LCG Advisors Experience December 2010 - May 2013
Job Investor Relations at Lennar Corporation
Industry Financial Services
Experience
Lennar Corporation  May 2013 - Present
LCG Advisors   December 2010 - May 2013

Skills
ACG, Investment Banking, CFA Level 3 Passed, Risk Management, Competitive Analysis, Strategy, Finance, Financial Analysis, Financial Modeling, Analysis, Portfolio Management, Microsoft Excel, Executive Management, Investor Relations, Due Diligence, Management

Education
Iowa State University   2004 — 2008
Bachelor of Science, Finance

University of Tampa   2009 — 2010
Masters of Science, Finance

University of Michigan   2009 — 2009
Master, Science First Semester; Finance

Christopher Nix, CPA Christopher Nix, CPA Tampa/St. Petersburg, Florida Area Details
Christopher Nix, CPA's LCG Advisors Experience August 2014 - Present
Job Vice President at LCG Advisors
Industry Accounting
Experience
LCG Advisors   August 2014 - Present
CBIZ MHM (Tampa Bay)   September 2013 - August 2014
Deloitte  September 2010 - September 2013
University of South Florida  August 2011 - December 2011
University of South Florida  August 2009 - May 2010
Sweetbay Supermarket  2003 - 2006

Skills
Quality of Earnings, Due Diligence, Financial Accounting, GAAP, CPA, Financial Modeling, Transaction Advisory..., SEC filings, Sarbanes-Oxley Act, US GAAP, Mergers & Acquisitions, Accounting, Internal Controls, Auditing, External Audit, SEC reporting, Audit, Operational Due..., Financial Services, Revenue Assurance, Revenue Analysis, Corporate Finance, Assurance, SEC Filings

Education
University of South Florida   2008 — 2010
Masters, Accounting

University of South Florida - College of Business Administration   2008 — 2010
Bachelor of Business Administration (BBA), Accounting

Bishop England
High School

Krzysztof Gocal Krzysztof Gocal Chicago, Illinois Details
Krzysztof Gocal's LCG Advisors Experience April 2014 - Present
Job Field Examiner at LCG Advisors
Industry Accounting
Experience
LCG Advisors   April 2014 - Present
Unified Examiners  October 2012 - March 2014
LAZ Parking  September 2011 - September 2012
CARQUEST  June 2008 - May 2011
Walgreens  June 2007 - August 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Microsoft Office, Outlook, Access, Customer Service, Customer Satisfaction, Time Management, Financial Reporting, Public Speaking, Budgets

Education
Lewis University   2008 — 2012
Bachelor of Science (B.S.), Accounting

de la salle institute   2004 — 2008

Dennis Griffith Dennis Griffith Charlotte, North Carolina Area Details
Dennis Griffith's LCG Advisors Experience July 2012 - Present
Job Factoring and ABL Professional
Industry Financial Services
Experience
LCG Advisors   July 2012 - Present
CIT  1998 - August 2012
CIT  1992 - 1998

Skills
Credit Analysis, Commercial Lending, Credit Risk, Financial Analysis, Loans, Asset Based Lending, Portfolio Management, Commercial Banking

Education
University of Phoenix
MBA

Brooklyn College
BA, Economics

Fred Shepherd Fred Shepherd Fallston, Maryland Details
Fred Shepherd's LCG Advisors Experience 2012 - Present
Job Banking Professional
Industry Banking
Experience
LCG Advisors   2012 - Present
Bank of America Business Capital  2000 - 2012
Bank of America  1988 - 2000
Maryland National Industrial Finance   1985 - 1987
Maryland National Industrial Finance   1981 - 1985

Skills
Credit

Education
University of Baltimore   1985 — 1990
Master of Business Administration (M.B.A.), Finance, General

Salisbury State University   1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General