Liberty Advisor Group
Description
Address: The Mercantile Exchange, 30 S Wacker Dr 22nd floor, Chicago, IL 60606 Phone: (312) 869-9707: Place name: : : : : : Category: Website: Hours: Website: http://www.libertyadvisorgroup.com/ Category: Business management consultant 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 Liberty Advisor Group Posting publicly on the Web Write a review Reviews"Don’t hesitate to do business with this company!" "I wouldn't do business with these people." "Great team to work with, was a pleasure to have them with us." View all Google reviews From Liberty Advisor Group "Liberty Advisor Group is a mission-focused advisory and strategic consulting firm. We partner with our clients to solve their most complex business issues and improve enterprise value. Our experienced team has a proven track record in Business and...More "Liberty Advisor Group is a mission-focused advisory and strategic consulting firm. We partner with our clients to solve their most complex business issues and improve enterprise value. Our experienced team has a proven track record in Business and Technology Transformation, Data Analytics, Business Threat Intelligence, and Mergers and Acquisitions. We offer original thinking combined with factual data to develop comprehensive, situation-specific solutions that work. With straight talk and proven results, we accelerate growth, drive efficiency and reduce risks. We are experienced. We are doers. We are Battle-Tested."
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Liberty Advisor Group Employees
Employee
Years
Job
Industry
Martin Jetton Martin Jetton's Liberty Advisor Group Experience September 2014 - Present
Job Principal at Liberty Advisor Group
Industry Computer Software
Experience
Liberty Advisor Group September 2014 - Present
Corios, LLC June 2012 - July 2014
Cambia/Regence March 2012 - June 2012
Cedexis, Inc January 2012 - March 2012
Kronos TMD/Unicru July 2004 - October 2011
Kronos July 2004 - September 2011
Hollywood Entertainment January 2003 - December 2003
Consolidated Freightways March 1995 - December 2002
Hallmark Cards June 1989 - March 1995
Skills
SAS Enterprise Miner..., Microsoft Word, Excel,..., SAS (Certified Base..., Informix DBA, Cognos,..., MapInfo and MapBasic, AMPL/CPLEX, GAMS,..., Unix Shell Scripting,..., Certified Scrum Master..., Agile Project Management, Cognos, SPSS, R, Predictive Modeling, Data Mining, Data Analysis, Statistics, Business Intelligence, Analytics, Data Warehousing, SQL, Data Modeling, Business Analysis, SQL Server, Python, Optimization, Forecasting, Analysis, VBA, Statistical Modeling, Segmentation, Agile, Visio, Visual Basic, MySQL, Linux, Market Research, Programming, Business Analytics, Amazon AWS, S3, EC2 and..., SAS, Microsoft Excel, Microsoft SQL Server, Product Management, Big Data, Enterprise Software, Databases, Predictive Analytics
Education
Portland State University 2005 — 2013
Masters of Science, Systems Science
Portland State University 2005 — 2008
Graduate Certificate, Computer Modeling and Simulation
Oregon State University 1987 — 1989
MS, Operations Research and Statistics
Oregon State University 1981 — 1985
BS, Mathematical Sciences
Liberty Advisor Group September 2014 - Present
Corios, LLC June 2012 - July 2014
Cambia/Regence March 2012 - June 2012
Cedexis, Inc January 2012 - March 2012
Kronos TMD/Unicru July 2004 - October 2011
Kronos July 2004 - September 2011
Hollywood Entertainment January 2003 - December 2003
Consolidated Freightways March 1995 - December 2002
Hallmark Cards June 1989 - March 1995
Skills
SAS Enterprise Miner..., Microsoft Word, Excel,..., SAS (Certified Base..., Informix DBA, Cognos,..., MapInfo and MapBasic, AMPL/CPLEX, GAMS,..., Unix Shell Scripting,..., Certified Scrum Master..., Agile Project Management, Cognos, SPSS, R, Predictive Modeling, Data Mining, Data Analysis, Statistics, Business Intelligence, Analytics, Data Warehousing, SQL, Data Modeling, Business Analysis, SQL Server, Python, Optimization, Forecasting, Analysis, VBA, Statistical Modeling, Segmentation, Agile, Visio, Visual Basic, MySQL, Linux, Market Research, Programming, Business Analytics, Amazon AWS, S3, EC2 and..., SAS, Microsoft Excel, Microsoft SQL Server, Product Management, Big Data, Enterprise Software, Databases, Predictive Analytics
Education
Portland State University 2005 — 2013
Masters of Science, Systems Science
Portland State University 2005 — 2008
Graduate Certificate, Computer Modeling and Simulation
Oregon State University 1987 — 1989
MS, Operations Research and Statistics
Oregon State University 1981 — 1985
BS, Mathematical Sciences
Mike Magnifico Mike Magnifico's Liberty Advisor Group Experience June 2015 - Present
Job
Industry Management Consulting
Experience
Liberty Advisor Group June 2015 - Present
Liberty Advisor Group August 2012 - Present
C&S Wholesale Grocers June 2008 - August 2012
Akamai Technologies July 2006 - June 2008
Accenture August 2000 - July 2006
Whittman-Hart / marchFIRST August 1999 - July 2000
Skills
IT Strategy, Enterprise Architecture, Outsourcing, Program Management, Analytics, Integration, Business Intelligence, ERP, Solution Architecture, Process Improvement, E-commerce, Strategy, Supply Chain, Consulting, Professional Services, Start-ups, Data Integration, Software Project..., Business Transformation, Web Applications, Business Process..., Project Portfolio..., Information Security..., IT Operations, Operational Excellence, SDLC, Management, Mergers & Acquisitions, IT Contract Negotiation, PMO, DevOps, Continuous Delivery, IT Cost Optimization, Integration Architecture, Custom Software..., Applications Delivery, IT Infrastructure..., Agile Methodologies, Enterprise Software, Master Data Management, Information Technology, Governance, Business Alignment, Executive Management, Business Process Design, Organizational Design, Cloud Computing, Leadership, Project Management
Education
Purdue University 1994 — 1999
Bachlors of Science
Liberty Advisor Group June 2015 - Present
Liberty Advisor Group August 2012 - Present
C&S Wholesale Grocers June 2008 - August 2012
Akamai Technologies July 2006 - June 2008
Accenture August 2000 - July 2006
Whittman-Hart / marchFIRST August 1999 - July 2000
Skills
IT Strategy, Enterprise Architecture, Outsourcing, Program Management, Analytics, Integration, Business Intelligence, ERP, Solution Architecture, Process Improvement, E-commerce, Strategy, Supply Chain, Consulting, Professional Services, Start-ups, Data Integration, Software Project..., Business Transformation, Web Applications, Business Process..., Project Portfolio..., Information Security..., IT Operations, Operational Excellence, SDLC, Management, Mergers & Acquisitions, IT Contract Negotiation, PMO, DevOps, Continuous Delivery, IT Cost Optimization, Integration Architecture, Custom Software..., Applications Delivery, IT Infrastructure..., Agile Methodologies, Enterprise Software, Master Data Management, Information Technology, Governance, Business Alignment, Executive Management, Business Process Design, Organizational Design, Cloud Computing, Leadership, Project Management
Education
Purdue University 1994 — 1999
Bachlors of Science
Shub Bhowmick Shub Bhowmick's Liberty Advisor Group Experience March 2011 - September 2014
Job CoFounder and CEO at Tredence
Industry Information Services
Experience
Tredence February 2012 - Present
Liberty Advisor Group March 2011 - September 2014
American Express July 2012 - January 2013
inVentiv Health March 2011 - June 2012
Mu Sigma June 2010 - February 2011
Motif, Inc. June 2009 - June 2010
Diamond Management & Technology Consultants June 2005 - June 2009
Coe Capital Management June 2004 - August 2004
Infosys Technologies Limited April 1998 - August 2003
Britannia Industries Limited July 1996 - April 1998
Skills
Management Consulting, Management, Analytics, Training, Business Development, Leadership, Program Management, CRM, Acquisition Integration, Big Data, Investments, Sales, Market Research, Strategy, Business Analysis
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Strategy, Marketing, General Management
Indian Institute of Technology (Banaras Hindu University), Varanasi 1992 — 1996
B-Tech, Chemical Engineering
St. Xavier's College 1990 — 1992
High School
Tredence February 2012 - Present
Liberty Advisor Group March 2011 - September 2014
American Express July 2012 - January 2013
inVentiv Health March 2011 - June 2012
Mu Sigma June 2010 - February 2011
Motif, Inc. June 2009 - June 2010
Diamond Management & Technology Consultants June 2005 - June 2009
Coe Capital Management June 2004 - August 2004
Infosys Technologies Limited April 1998 - August 2003
Britannia Industries Limited July 1996 - April 1998
Skills
Management Consulting, Management, Analytics, Training, Business Development, Leadership, Program Management, CRM, Acquisition Integration, Big Data, Investments, Sales, Market Research, Strategy, Business Analysis
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Strategy, Marketing, General Management
Indian Institute of Technology (Banaras Hindu University), Varanasi 1992 — 1996
B-Tech, Chemical Engineering
St. Xavier's College 1990 — 1992
High School
Jason Kurtz Jason Kurtz's Liberty Advisor Group Experience April 2012 - Present
Job Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group April 2012 - Present
Accenture April 2003 - March 2012
AIS December 2001 - April 2003
Skills
IT Strategy, Business Transformation, Management Consulting, Business Process..., Project Management, Organizational Design, Program Management, SAP, Business Process, Acquisition Integration, PMO, Project Portfolio..., Business Process Design, Business Intelligence, Enterprise Architecture, Governance, Outsourcing, Consulting, Solution Architecture, Business Process..., ERP, Process Improvement, Strategy, Data Warehousing, Master Data Management, Mergers & Acquisitions, Leadership, Analytics, Start-ups
Education
Illinois State University 2000 — 2000
ALP - Certification, Enterprise – Wide Computing Technologies
Illinois State University 1996 — 1999
Bachelor of Science (BS), Health Professions and Related Clinical Sciences, Other
Liberty Advisor Group April 2012 - Present
Accenture April 2003 - March 2012
AIS December 2001 - April 2003
Skills
IT Strategy, Business Transformation, Management Consulting, Business Process..., Project Management, Organizational Design, Program Management, SAP, Business Process, Acquisition Integration, PMO, Project Portfolio..., Business Process Design, Business Intelligence, Enterprise Architecture, Governance, Outsourcing, Consulting, Solution Architecture, Business Process..., ERP, Process Improvement, Strategy, Data Warehousing, Master Data Management, Mergers & Acquisitions, Leadership, Analytics, Start-ups
Education
Illinois State University 2000 — 2000
ALP - Certification, Enterprise – Wide Computing Technologies
Illinois State University 1996 — 1999
Bachelor of Science (BS), Health Professions and Related Clinical Sciences, Other
Tom Lebamoff's Liberty Advisor Group Experience August 2008 - Present
Job Founder & Partner at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group August 2008 - Present
Diamond Management & Technology Consultants August 1999 - June 2008
Accenture August 1989 - July 1999
Skills
Program Management, Enterprise Architecture, Management Consulting, ERP, IT Strategy, Business Transformation, Change Management, Acquisition Integration, Financial Services, Strategy, Organizational Design, Due Diligence, Analytics, PMO, Outsourcing, Information Technology, Business Strategy, Business Process..., Business Process, Mergers & Acquisitions, Executive Management, Project Portfolio..., Business Process Design, Consulting, IT Transformation, Start-ups, Governance, Business Intelligence, Solution Architecture, Process Improvement, Corporate Development, Professional Services, Venture Capital, E-commerce, Business Process..., Business Architecture, Strategic Consulting
Education
Purdue University 1984 — 1989
BSIE, Industrial Engineering and History
Liberty Advisor Group August 2008 - Present
Diamond Management & Technology Consultants August 1999 - June 2008
Accenture August 1989 - July 1999
Skills
Program Management, Enterprise Architecture, Management Consulting, ERP, IT Strategy, Business Transformation, Change Management, Acquisition Integration, Financial Services, Strategy, Organizational Design, Due Diligence, Analytics, PMO, Outsourcing, Information Technology, Business Strategy, Business Process..., Business Process, Mergers & Acquisitions, Executive Management, Project Portfolio..., Business Process Design, Consulting, IT Transformation, Start-ups, Governance, Business Intelligence, Solution Architecture, Process Improvement, Corporate Development, Professional Services, Venture Capital, E-commerce, Business Process..., Business Architecture, Strategic Consulting
Education
Purdue University 1984 — 1989
BSIE, Industrial Engineering and History
Ryan Nesbitt Ryan Nesbitt's Liberty Advisor Group Experience July 2015 - Present
Job Manager at Liberty Advisor Group Partnering with clients to navigate the M&A process and achieve deal value
Industry Management Consulting
Experience
Liberty Advisor Group July 2015 - Present
PwC July 2013 - June 2015
PwC November 2010 - June 2013
PwC November 2010 - July 2011
Diamond Management & Technology Consultants January 2008 - November 2010
West Monroe Partners July 2006 - January 2008
Food Services, Inc July 2004 - January 2005
Skills
Acquisition Integration, Due Diligence, Business Process..., Strategy Execution, PMO, Program Management, Customer Experience, Loyalty Programs, Agile Methodologies, Airlines, Manufacturing, Management Consulting, Entrepreneurship, Non-profit..., E-commerce, Cross-functional Team..., Change Management, Management, Business Process, Analysis, Integration, Strategy, Mergers & Acquisitions, Consulting
Education
DePauw University 2002 — 2006
Economics & Management, Economics, Accounting, History
Liberty Advisor Group July 2015 - Present
PwC July 2013 - June 2015
PwC November 2010 - June 2013
PwC November 2010 - July 2011
Diamond Management & Technology Consultants January 2008 - November 2010
West Monroe Partners July 2006 - January 2008
Food Services, Inc July 2004 - January 2005
Skills
Acquisition Integration, Due Diligence, Business Process..., Strategy Execution, PMO, Program Management, Customer Experience, Loyalty Programs, Agile Methodologies, Airlines, Manufacturing, Management Consulting, Entrepreneurship, Non-profit..., E-commerce, Cross-functional Team..., Change Management, Management, Business Process, Analysis, Integration, Strategy, Mergers & Acquisitions, Consulting
Education
DePauw University 2002 — 2006
Economics & Management, Economics, Accounting, History
Michael Cattanach Michael Cattanach's Liberty Advisor Group Experience April 2015 - Present
Job Manager at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group April 2015 - Present
PricewaterhouseCoopers LLP November 2010 - April 2015
Diamond Management & Technology Consultants May 2010 - December 2010
Hubbard One February 2008 - May 2010
Avanade June 2006 - December 2007
Skills
SharePoint, InfoPath, Training, E-commerce, IT Strategy, Business Intelligence, Business Analysis, Business Process..., Project Portfolio..., Data Analysis, Process Improvement, Project Management, Business Strategy, CRM, Enterprise Architecture, Program Management, Software Project..., Requirements Analysis, Vendor Management, Management Consulting, Mobile Payments, Mobile Device Management, Enterprise Mobility, PMO Design, PMO, Mobile Security, NFC, Requirements Gathering, SDLC, Change Management
Education
University of Dayton 2002 — 2006
Bachelor's degree, Information Systems and Marketing
University of Dayton
Liberty Advisor Group April 2015 - Present
PricewaterhouseCoopers LLP November 2010 - April 2015
Diamond Management & Technology Consultants May 2010 - December 2010
Hubbard One February 2008 - May 2010
Avanade June 2006 - December 2007
Skills
SharePoint, InfoPath, Training, E-commerce, IT Strategy, Business Intelligence, Business Analysis, Business Process..., Project Portfolio..., Data Analysis, Process Improvement, Project Management, Business Strategy, CRM, Enterprise Architecture, Program Management, Software Project..., Requirements Analysis, Vendor Management, Management Consulting, Mobile Payments, Mobile Device Management, Enterprise Mobility, PMO Design, PMO, Mobile Security, NFC, Requirements Gathering, SDLC, Change Management
Education
University of Dayton 2002 — 2006
Bachelor's degree, Information Systems and Marketing
University of Dayton
Scott McCarron's Liberty Advisor Group Experience 2014 - Present
Job Principal at Liberty Advisor Group
Industry Financial Services
Experience
Liberty Advisor Group 2014 - Present
Kforce Inc (Contract Work) 2013 - 2014
Navistar Inc 2012 - 2013
Navistar 2009 - 2012
Navistar Financial Corp 2002 - 2009
Accenture 1996 - 2001
Skills
Cross-functional Team..., IT Strategy, Program Management, Business Process..., Business Process, Process Improvement, Management, Business Analysis, Strategy, Business Intelligence, Change Management, Requirements Analysis, PMO, Outsourcing, Business Strategy, Governance, Enterprise Software, Vendor Management, ERP, Budgets, Project Management, Start-ups, Software Documentation, Project Portfolio..., Six Sigma, Process Engineering, SDLC, Integration, Executive Management, Shared Services, IT Management, PMP, Business Transformation, IT Transformation, Service Delivery..., Enterprise Services, Management Consulting, Leadership, CRM, Consulting, Analysis, Strategic Planning, Team Building, Operations Management, Business Process..., Finance, Team Leadership, Financial Analysis, Strategic Partnerships, Project Planning
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Finance, Strategy, & Information Technology
University of Iowa 1992 — 1995
B.B.A., Finance
Iowa State University 1991 — 1992
Liberty Advisor Group 2014 - Present
Kforce Inc (Contract Work) 2013 - 2014
Navistar Inc 2012 - 2013
Navistar 2009 - 2012
Navistar Financial Corp 2002 - 2009
Accenture 1996 - 2001
Skills
Cross-functional Team..., IT Strategy, Program Management, Business Process..., Business Process, Process Improvement, Management, Business Analysis, Strategy, Business Intelligence, Change Management, Requirements Analysis, PMO, Outsourcing, Business Strategy, Governance, Enterprise Software, Vendor Management, ERP, Budgets, Project Management, Start-ups, Software Documentation, Project Portfolio..., Six Sigma, Process Engineering, SDLC, Integration, Executive Management, Shared Services, IT Management, PMP, Business Transformation, IT Transformation, Service Delivery..., Enterprise Services, Management Consulting, Leadership, CRM, Consulting, Analysis, Strategic Planning, Team Building, Operations Management, Business Process..., Finance, Team Leadership, Financial Analysis, Strategic Partnerships, Project Planning
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Finance, Strategy, & Information Technology
University of Iowa 1992 — 1995
B.B.A., Finance
Iowa State University 1991 — 1992
Janelle Petit Janelle Petit's Liberty Advisor Group Experience June 2015 - Present
Job Vice President, Client Experience at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group June 2015 - Present
EY July 2014 - June 2015
Ernst & Young July 2011 - June 2014
Ernst & Young June 2008 - July 2011
Ernst & Young October 2006 - June 2008
Lakeside School January 2004 - June 2006
Federated Department Stores June 2003 - January 2004
Federated Department Stores September 2002 - June 2003
Federated Department Stores September 2001 - September 2002
Federated Department Stores July 2001 - September 2001
Skills
Account Management, Budgets, Project Management, Management Consulting, Financial Analysis, Management, Leadership, Strategy
Education
University of Puget Sound 1997 — 2001
Bachelor of Arts (BA), Business/Corporate Communications
University of Puget Sound 1997 — 2001
Liberty Advisor Group June 2015 - Present
EY July 2014 - June 2015
Ernst & Young July 2011 - June 2014
Ernst & Young June 2008 - July 2011
Ernst & Young October 2006 - June 2008
Lakeside School January 2004 - June 2006
Federated Department Stores June 2003 - January 2004
Federated Department Stores September 2002 - June 2003
Federated Department Stores September 2001 - September 2002
Federated Department Stores July 2001 - September 2001
Skills
Account Management, Budgets, Project Management, Management Consulting, Financial Analysis, Management, Leadership, Strategy
Education
University of Puget Sound 1997 — 2001
Bachelor of Arts (BA), Business/Corporate Communications
University of Puget Sound 1997 — 2001
David Federico David Federico's Liberty Advisor Group Experience August 2013 - Present
Job Consultant at Liberty Advisor Group
Industry Financial Services
Experience
Liberty Advisor Group August 2013 - Present
Cetan Partners December 2012 - August 2013
PricewaterhouseCoopers June 2011 - August 2011
Meritas Family of Schools June 2010 - August 2010
Skills
Marketing Strategy, Leadership, Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Strategic Planning, Public Speaking, Business Development, Social Media Marketing, Customer Service, Data Analytics
Education
Miami University 2009 — 2012
Bachelor's degree, Political Science and Government
Saint Anselm College 2008 — 2009
International Business
Fenwick High School 2004 — 2008
Liberty Advisor Group August 2013 - Present
Cetan Partners December 2012 - August 2013
PricewaterhouseCoopers June 2011 - August 2011
Meritas Family of Schools June 2010 - August 2010
Skills
Marketing Strategy, Leadership, Business Strategy, Mergers & Acquisitions, Financial Analysis, Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Strategic Planning, Public Speaking, Business Development, Social Media Marketing, Customer Service, Data Analytics
Education
Miami University 2009 — 2012
Bachelor's degree, Political Science and Government
Saint Anselm College 2008 — 2009
International Business
Fenwick High School 2004 — 2008
Bruce Rylance Bruce Rylance's Liberty Advisor Group Experience September 2008 - Present
Job Business Transformation & Operational Improvement
Industry Management Consulting
Experience
UNC Charlotte - Department of Electrical and Computer Engineering 2011 - Present
Liberty Advisor Group September 2008 - Present
Wilmar Group, LLC January 2006 - Present
Cermet, Inc. March 2006 - September 2012
Rubicon Technology, Inc. 2000 - 2006
Southworth Productions 1998 - 2000
Diamond Management and Technology 1994 - 1998
Skills
Strategic Planning, Program Management, Mergers, Product Development, Management Consulting, Customer Relations, Business Strategy, Process Improvement, Financial Analysis, Start-ups, New Business Development, Problem Solving, Operations Management, Mergers & Acquisitions, Management, Marketing, Business Intelligence, Manufacturing, Customer Service, Project Management, Cross-functional Team..., Business Process..., Competitive Analysis, Strategy, Product Management, Semiconductors, Acquisition Integration, Business Development, Analytics, Forecasting, Entrepreneurship, IT Strategy, Business Planning, Consulting, Analysis, Strategic Partnerships, Business Transformation, Executive Management, ERP, CRM, Change Management, Product Marketing, Business Process, Due Diligence, Vendor Management, Financial Modeling, Business Analysis, Market Research, Integration
Education
University of Denver - Daniels College of Business 1992 — 1994
MBA, Management Information Systems
University of Denver
BSBA, Business Management
UNC Charlotte - Department of Electrical and Computer Engineering 2011 - Present
Liberty Advisor Group September 2008 - Present
Wilmar Group, LLC January 2006 - Present
Cermet, Inc. March 2006 - September 2012
Rubicon Technology, Inc. 2000 - 2006
Southworth Productions 1998 - 2000
Diamond Management and Technology 1994 - 1998
Skills
Strategic Planning, Program Management, Mergers, Product Development, Management Consulting, Customer Relations, Business Strategy, Process Improvement, Financial Analysis, Start-ups, New Business Development, Problem Solving, Operations Management, Mergers & Acquisitions, Management, Marketing, Business Intelligence, Manufacturing, Customer Service, Project Management, Cross-functional Team..., Business Process..., Competitive Analysis, Strategy, Product Management, Semiconductors, Acquisition Integration, Business Development, Analytics, Forecasting, Entrepreneurship, IT Strategy, Business Planning, Consulting, Analysis, Strategic Partnerships, Business Transformation, Executive Management, ERP, CRM, Change Management, Product Marketing, Business Process, Due Diligence, Vendor Management, Financial Modeling, Business Analysis, Market Research, Integration
Education
University of Denver - Daniels College of Business 1992 — 1994
MBA, Management Information Systems
University of Denver
BSBA, Business Management
Anthony Paoni Anthony Paoni's Liberty Advisor Group Experience 2010 - Present
Job Strategic Advisor at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group 2010 - Present
Kellogg School of Management 1996 - 2013
Amazing Food Creations January 2008 - December 2011
Telkonet, Inc. 2009 - January 2011
Chamberlain January 1997 - January 2007
Diamond Management & Technology Consultants 2001 - 2007
CompuCom January 2002 - January 2005
US Freightways January 1997 - January 2005
Skills
Business Systems..., Management Consulting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Masters, Business Administration and Management, General
Rochester Institute of Technology 1963 — 1967
BS Mechanical Engineering, Mathematics
Liberty Advisor Group 2010 - Present
Kellogg School of Management 1996 - 2013
Amazing Food Creations January 2008 - December 2011
Telkonet, Inc. 2009 - January 2011
Chamberlain January 1997 - January 2007
Diamond Management & Technology Consultants 2001 - 2007
CompuCom January 2002 - January 2005
US Freightways January 1997 - January 2005
Skills
Business Systems..., Management Consulting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Masters, Business Administration and Management, General
Rochester Institute of Technology 1963 — 1967
BS Mechanical Engineering, Mathematics
Ed Elsbury Ed Elsbury's Liberty Advisor Group Experience June 2013 - Present
Job Vice President, Sales and Marketing at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group June 2013 - Present
Patina Solutions December 2012 - June 2013
Patina Solutions November 2010 - December 2012
Nashua Corporation February 2009 - November 2010
THE National Bank April 2007 - February 2009
MidAmerica Bank January 2004 - April 2007
BI Performance Services January 2000 - June 2004
Nashua Corporation 1990 - 2000
Skills
Project Management, Needs Analysis, Manufacturing, Sales Management, Business Development, Professional Services, Strategy
Education
Augustana College 1983 — 1987
Bachelor of Arts, Business and Public Administration
Warren THS
Liberty Advisor Group June 2013 - Present
Patina Solutions December 2012 - June 2013
Patina Solutions November 2010 - December 2012
Nashua Corporation February 2009 - November 2010
THE National Bank April 2007 - February 2009
MidAmerica Bank January 2004 - April 2007
BI Performance Services January 2000 - June 2004
Nashua Corporation 1990 - 2000
Skills
Project Management, Needs Analysis, Manufacturing, Sales Management, Business Development, Professional Services, Strategy
Education
Augustana College 1983 — 1987
Bachelor of Arts, Business and Public Administration
Warren THS
Justin Sheridan, PMP Justin Sheridan, PMP's Liberty Advisor Group Experience August 2014 - Present
Job Principal at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group August 2014 - Present
Accenture June 2005 - August 2014
University Of Michigan Engineering Research Center for Reconfigurable Manufacturing Systems May 2004 - May 2005
Skills
SAP, SAP Implementation, Integration, Business Process, Supply Chain Management, ERP, Project Management, Business Process Design, Business Process..., SD, Supply Chain, Business Transformation, IT Strategy, Business Intelligence, Change Management, Consulting, Program Management, SAP ERP, Business Analysis, EDI, Analysis, Data Conversion, Team Leadership, PMO, IT Management, Testing, Process Improvement, Strategy, Team Management, Logistics, SAP SD, Cross-functional Team..., Project Delivery, Training, SAP-SD, Requirements Analysis, Enterprise Architecture, Solution Architecture, System Deployment, PMP, Software Project..., Enterprise Software, Materials Management, Management Consulting, Management, Vendor Management, Leadership, CRM, Project Portfolio...
Education
University of Michigan 2001 — 2005
Bachelour of Science in Engineering, Industrial & Operations Engineering
Liberty Advisor Group August 2014 - Present
Accenture June 2005 - August 2014
University Of Michigan Engineering Research Center for Reconfigurable Manufacturing Systems May 2004 - May 2005
Skills
SAP, SAP Implementation, Integration, Business Process, Supply Chain Management, ERP, Project Management, Business Process Design, Business Process..., SD, Supply Chain, Business Transformation, IT Strategy, Business Intelligence, Change Management, Consulting, Program Management, SAP ERP, Business Analysis, EDI, Analysis, Data Conversion, Team Leadership, PMO, IT Management, Testing, Process Improvement, Strategy, Team Management, Logistics, SAP SD, Cross-functional Team..., Project Delivery, Training, SAP-SD, Requirements Analysis, Enterprise Architecture, Solution Architecture, System Deployment, PMP, Software Project..., Enterprise Software, Materials Management, Management Consulting, Management, Vendor Management, Leadership, CRM, Project Portfolio...
Education
University of Michigan 2001 — 2005
Bachelour of Science in Engineering, Industrial & Operations Engineering
Duane Block Duane Block's Liberty Advisor Group Experience September 2012 - Present
Job Principal at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group September 2012 - Present
TransUnion June 2009 - September 2012
Diamond Management and Technology Consultants May 2007 - May 2009
Accenture May 1999 - September 2005
Skills
IT Strategy, Management Consulting, Analytics, Business Process..., Business Transformation, Program Management, Acquisition Integration, Cross-functional Team..., Project Portfolio..., Financial Services, Process Engineering, Business Intelligence, Financial Analysis, Strategic Financial..., PMO, Payment Industry, Governance, Business Process
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
Stanford University
SCPM
University of Wisconsin-Madison
BBA
Liberty Advisor Group September 2012 - Present
TransUnion June 2009 - September 2012
Diamond Management and Technology Consultants May 2007 - May 2009
Accenture May 1999 - September 2005
Skills
IT Strategy, Management Consulting, Analytics, Business Process..., Business Transformation, Program Management, Acquisition Integration, Cross-functional Team..., Project Portfolio..., Financial Services, Process Engineering, Business Intelligence, Financial Analysis, Strategic Financial..., PMO, Payment Industry, Governance, Business Process
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
Stanford University
SCPM
University of Wisconsin-Madison
BBA
T. Ross Ligibel T. Ross Ligibel's Liberty Advisor Group Experience May 2014 - Present
Job Manager at Liberty Advisor Group
Industry Mechanical or Industrial Engineering
Experience
Liberty Advisor Group May 2014 - Present
Horiba 2010 - April 2014
SSOE Group May 2008 - August 2009
Terumo Cardiovascular Systems September 2008 - December 2008
University of Michigan May 2007 - May 2008
Skills
Matlab, Solidworks, Pro/Engineer, CAD, AutoCAD
Education
University of Michigan 2005 — 2010
BSEME, Mechanical Engineering
Liberty Advisor Group May 2014 - Present
Horiba 2010 - April 2014
SSOE Group May 2008 - August 2009
Terumo Cardiovascular Systems September 2008 - December 2008
University of Michigan May 2007 - May 2008
Skills
Matlab, Solidworks, Pro/Engineer, CAD, AutoCAD
Education
University of Michigan 2005 — 2010
BSEME, Mechanical Engineering
Scott Albrecht Scott Albrecht's Liberty Advisor Group Experience September 2014 - Present
Job Principal at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group September 2014 - Present
Accenture 2007 - August 2014
Accenture 2005 - 2007
Accenture 1994 - 2005
Skills
Enterprise Architecture, Technical Architecture, IT Strategy, Business Transformation, IT Transformation, Program Management, Solution Architecture, Databases, Business Process..., IT Management, Integration, Software Development, Cloud Computing, Architecture, Business Intelligence, Management Consulting, Change Management, Application Architecture, IT Operations, SOA, Mobile Applications, Outsourcing, Business Process..., Offshoring, Process Engineering, Virtualization, RFID applications
Education
Bradley University 1990 — 1994
BS, Manufacturing Engineering
Liberty Advisor Group September 2014 - Present
Accenture 2007 - August 2014
Accenture 2005 - 2007
Accenture 1994 - 2005
Skills
Enterprise Architecture, Technical Architecture, IT Strategy, Business Transformation, IT Transformation, Program Management, Solution Architecture, Databases, Business Process..., IT Management, Integration, Software Development, Cloud Computing, Architecture, Business Intelligence, Management Consulting, Change Management, Application Architecture, IT Operations, SOA, Mobile Applications, Outsourcing, Business Process..., Offshoring, Process Engineering, Virtualization, RFID applications
Education
Bradley University 1990 — 1994
BS, Manufacturing Engineering
Nathaniel D. (Nate) Lewis Nathaniel D. (Nate) Lewis's Liberty Advisor Group Experience October 2014 - Present
Job Principal at Liberty Advisor Group | Trusted Business Advisor | M&A | Private Equity
Industry Management Consulting
Experience
Liberty Advisor Group October 2014 - Present
IBM August 2013 - September 2014
IBM January 2013 - August 2013
IBM June 2009 - December 2012
IBM June 2007 - June 2009
IBM December 2005 - May 2007
Pratt & Whitney December 2004 - December 2005
Pratt & Whitney December 2003 - December 2004
Pratt & Whitney December 2002 - September 2003
JMC Steel Group June 2000 - November 2002
Skills
Business Process, Strategy, IT Strategy, Program Management, Business Process..., Business Intelligence, SAP, Enterprise Software, ERP, Management Consulting, Business Transformation, Integration, Warranty, Cross-functional Team..., Process Improvement, Enterprise Architecture, International Project..., Global Business..., Automotive, Supply Chain, Leadership, Management, Project Portfolio..., Software Development, Professional Services, Outsourcing, Big Data, Aerospace, Analytics, Social Media, Cloud Computing, CRM, Business Development, PMO, Master Data Management, Global Delivery, Aftersales, Integration Management, SaaS, Amazon Web Services..., Business Planning, Product Marketing, Due Diligence, Captive Finance, Product Management, Go-to-market Strategy, Consulting, Business Analysis, Pre-sales
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
UC Berkeley Haas School of Business
Dynamic Capabilities and Innovation: Knowledge, Intellectual Capital & Competitive Advantage
Rochester Institute of Technology
Information Technology, Concentrations in Internetworking and Science, Technology, and Environmental studies
Liberty Advisor Group October 2014 - Present
IBM August 2013 - September 2014
IBM January 2013 - August 2013
IBM June 2009 - December 2012
IBM June 2007 - June 2009
IBM December 2005 - May 2007
Pratt & Whitney December 2004 - December 2005
Pratt & Whitney December 2003 - December 2004
Pratt & Whitney December 2002 - September 2003
JMC Steel Group June 2000 - November 2002
Skills
Business Process, Strategy, IT Strategy, Program Management, Business Process..., Business Intelligence, SAP, Enterprise Software, ERP, Management Consulting, Business Transformation, Integration, Warranty, Cross-functional Team..., Process Improvement, Enterprise Architecture, International Project..., Global Business..., Automotive, Supply Chain, Leadership, Management, Project Portfolio..., Software Development, Professional Services, Outsourcing, Big Data, Aerospace, Analytics, Social Media, Cloud Computing, CRM, Business Development, PMO, Master Data Management, Global Delivery, Aftersales, Integration Management, SaaS, Amazon Web Services..., Business Planning, Product Marketing, Due Diligence, Captive Finance, Product Management, Go-to-market Strategy, Consulting, Business Analysis, Pre-sales
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
UC Berkeley Haas School of Business
Dynamic Capabilities and Innovation: Knowledge, Intellectual Capital & Competitive Advantage
Rochester Institute of Technology
Information Technology, Concentrations in Internetworking and Science, Technology, and Environmental studies
Gene Garbaccio Gene Garbaccio's Liberty Advisor Group Experience January 2009 - January 2014
Job COO at 3Discovered.com
Industry Management Consulting
Experience
Liberty Advisor Group January 2009 - January 2014
Gene Garbaccio Consulting, Inc. February 2005 - December 2009
Sirva, Inc February 2002 - February 2005
Diamond Management and Technology Consultants August 1999 - February 2002
ALLIANCE DATA SYSTEMS INC. 1997 - 1999
United States Navy 1985 - 1996
Skills
Business Intelligence, IT Strategy, Program Management, Leadership, Vendor Management, Management, PMO, Start-ups, Strategy, Outsourcing, Business Analysis, Enterprise Architecture, SaaS, ERP, Management Consulting, CRM, Operations Management, Process Improvement, Business Strategy, Business Development, Supply Chain, Customer Service, Insurance, Integration, Business Transformation, Business Process, Business Process...
Education
The Ohio State University 1981 — 1985
CIS, Computer and Information Systems
Liberty Advisor Group January 2009 - January 2014
Gene Garbaccio Consulting, Inc. February 2005 - December 2009
Sirva, Inc February 2002 - February 2005
Diamond Management and Technology Consultants August 1999 - February 2002
ALLIANCE DATA SYSTEMS INC. 1997 - 1999
United States Navy 1985 - 1996
Skills
Business Intelligence, IT Strategy, Program Management, Leadership, Vendor Management, Management, PMO, Start-ups, Strategy, Outsourcing, Business Analysis, Enterprise Architecture, SaaS, ERP, Management Consulting, CRM, Operations Management, Process Improvement, Business Strategy, Business Development, Supply Chain, Customer Service, Insurance, Integration, Business Transformation, Business Process, Business Process...
Education
The Ohio State University 1981 — 1985
CIS, Computer and Information Systems
Brian Stockton Brian Stockton's Liberty Advisor Group Experience June 2015 - Present
Job Principal at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group June 2015 - Present
Trustmark Companies November 2012 - March 2015
Gifted LLC 2006 - 2015
TransUnion March 2009 - October 2012
Morningstar May 2007 - March 2009
NYSE Group 2003 - 2007
epresence 2002 - 2004
manager 2001 - 2003
Novarra 2001 - 2002
Netscape Communications Corp. 1997 - 2000
Skills
Data Center, Infrastructure Planning, Mergers, Acquisition Integration, High Availability, Team Building, Team Leadership, International Management, Enterprise Architecture, Executive Management, Identity Management, Security, Virtualization, mainframe operations, Cloud Computing, ITIL Certified, Microsoft Operations..., MOF, High Performance Teams, Strategic Planning, Mainframe, Infrastructure, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Continuity, IT Operations, Disaster Recovery, Enterprise Software, Vendor Management, ITIL, SDLC, IT Strategy, Process Improvement, Business Analysis, Pre-sales, Business Intelligence, Management, Solution Architecture, Integration, IT Service Management, Networking, Telecommunications, Morningstar Direct, Consulting, Architecture, Outsourcing, Project Portfolio..., SaaS, PMO
Education
Saint Leo University 2006 — 2008
Bachelor's degree, Computer Science
Western Michigan University 1989 — 1993
Dana Hills
Liberty Advisor Group June 2015 - Present
Trustmark Companies November 2012 - March 2015
Gifted LLC 2006 - 2015
TransUnion March 2009 - October 2012
Morningstar May 2007 - March 2009
NYSE Group 2003 - 2007
epresence 2002 - 2004
manager 2001 - 2003
Novarra 2001 - 2002
Netscape Communications Corp. 1997 - 2000
Skills
Data Center, Infrastructure Planning, Mergers, Acquisition Integration, High Availability, Team Building, Team Leadership, International Management, Enterprise Architecture, Executive Management, Identity Management, Security, Virtualization, mainframe operations, Cloud Computing, ITIL Certified, Microsoft Operations..., MOF, High Performance Teams, Strategic Planning, Mainframe, Infrastructure, Entrepreneurship, Start-ups, Mergers & Acquisitions, Business Continuity, IT Operations, Disaster Recovery, Enterprise Software, Vendor Management, ITIL, SDLC, IT Strategy, Process Improvement, Business Analysis, Pre-sales, Business Intelligence, Management, Solution Architecture, Integration, IT Service Management, Networking, Telecommunications, Morningstar Direct, Consulting, Architecture, Outsourcing, Project Portfolio..., SaaS, PMO
Education
Saint Leo University 2006 — 2008
Bachelor's degree, Computer Science
Western Michigan University 1989 — 1993
Dana Hills
Eric Reibsane, MBA's Liberty Advisor Group Experience September 2015 - Present
Job Principal, Liberty Advisor Group
Industry Executive Office
Experience
Liberty Advisor Group September 2015 - Present
Town Pump, Inc. May 2012 - September 2015
Casella Waste Systems May 2007 - May 2012
Asplundh Tree Expert Co. January 2000 - April 2007
Unisource Worldwide Inc. 1997 - 2000
Skills
Leadership, Process Improvement, Strategy, Management, Vendor Management, Strategic Planning, Business Intelligence, Team Building, Project Management, Budgets, Risk Management, Analysis, Operations Management, Contract Negotiation, Program Management, Business Process..., Security, Executive Management, New Business Development, ERP, Project Planning, Team Leadership, Business Analysis, Customer Service, Logistics, Integration, Business Planning, Networking, Negotiation, Change Management, Cross-functional Team..., Business Development, Outsourcing, Account Management, Mergers & Acquisitions, Start-ups, CRM, Business Strategy, Contract Management, Training, Mergers, Budget, Sarbanes-Oxley Act, Forecasting, Enterprise Software, IT Strategy, E-commerce, Retail, Convenience Stores, Turnaround Experience
Education
Saint Leo University
MBA, Marketing
Saint Leo University
BS, CIS
Liberty Advisor Group September 2015 - Present
Town Pump, Inc. May 2012 - September 2015
Casella Waste Systems May 2007 - May 2012
Asplundh Tree Expert Co. January 2000 - April 2007
Unisource Worldwide Inc. 1997 - 2000
Skills
Leadership, Process Improvement, Strategy, Management, Vendor Management, Strategic Planning, Business Intelligence, Team Building, Project Management, Budgets, Risk Management, Analysis, Operations Management, Contract Negotiation, Program Management, Business Process..., Security, Executive Management, New Business Development, ERP, Project Planning, Team Leadership, Business Analysis, Customer Service, Logistics, Integration, Business Planning, Networking, Negotiation, Change Management, Cross-functional Team..., Business Development, Outsourcing, Account Management, Mergers & Acquisitions, Start-ups, CRM, Business Strategy, Contract Management, Training, Mergers, Budget, Sarbanes-Oxley Act, Forecasting, Enterprise Software, IT Strategy, E-commerce, Retail, Convenience Stores, Turnaround Experience
Education
Saint Leo University
MBA, Marketing
Saint Leo University
BS, CIS
Brad Holtzman Brad Holtzman's Liberty Advisor Group Experience June 2015 - Present
Job Director Business Analytics & Data Architecture at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group June 2015 - Present
PepsiCo June 2012 - June 2015
Accenture September 2006 - June 2012
Emalfarb, Swan & Bain September 2003 - October 2006
Skills
Business Intelligence, Master Data Management, SAP, Informatica, SQL Server, Architecture, ETL, SSIS, Data Management, Data Quality, Data Integration, Data Migration, Data Governance, Microsoft SQL Server, Data Architecture, Database Design, Business Objects, Solution Architecture, Enterprise Architecture, Data Analysis, Integration, Business Process, Information Management, Program Management, IT Strategy, Requirements Gathering, Business Analysis, ERP, Analysis, SAP ERP, SSRS, Oracle, Business Intelligence..., Analytics, SDLC, Architectures, SQL, Consulting
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Management Information Systems
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Management Information Systems
Liberty Advisor Group June 2015 - Present
PepsiCo June 2012 - June 2015
Accenture September 2006 - June 2012
Emalfarb, Swan & Bain September 2003 - October 2006
Skills
Business Intelligence, Master Data Management, SAP, Informatica, SQL Server, Architecture, ETL, SSIS, Data Management, Data Quality, Data Integration, Data Migration, Data Governance, Microsoft SQL Server, Data Architecture, Database Design, Business Objects, Solution Architecture, Enterprise Architecture, Data Analysis, Integration, Business Process, Information Management, Program Management, IT Strategy, Requirements Gathering, Business Analysis, ERP, Analysis, SAP ERP, SSRS, Oracle, Business Intelligence..., Analytics, SDLC, Architectures, SQL, Consulting
Education
University of Illinois at Urbana-Champaign 1998 — 2002
B.S., Management Information Systems
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
B.S., Management Information Systems
Daniel Grilo Daniel Grilo's Liberty Advisor Group Experience August 2015 - Present
Job Principal at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group August 2015 - Present
Accenture September 2014 - August 2015
Accenture September 2011 - August 2014
Accenture September 2008 - August 2011
Accenture September 2007 - August 2008
Accenture September 2006 - August 2007
Skills
Strategy, Management Consulting, Pricing Strategy, Business Process..., Business Strategy, Strategic Planning, Strategic Consulting, Pricing Analysis, Microsoft Office, Business Process Design, Predictive Analytics, Pricing, Management, Banking, Strategy Development, Operating Models, Business Process..., Financial Services, Underwriting, Consumer Lending, Project Management, Mergers & Acquisitions, Acquisition Integration, Business Analysis, Business Case, Financial Modeling, Growth Strategies, Finance, Project Portfolio..., Automated Underwriting..., Organizational Design, Credit Risk, Market Entry, Credit Scoring, Credit Policy, Process Optimization, Operational Strategy, Cross-functional Team..., Business Architecture
Education
Insper 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics and Finance
Liberty Advisor Group August 2015 - Present
Accenture September 2014 - August 2015
Accenture September 2011 - August 2014
Accenture September 2008 - August 2011
Accenture September 2007 - August 2008
Accenture September 2006 - August 2007
Skills
Strategy, Management Consulting, Pricing Strategy, Business Process..., Business Strategy, Strategic Planning, Strategic Consulting, Pricing Analysis, Microsoft Office, Business Process Design, Predictive Analytics, Pricing, Management, Banking, Strategy Development, Operating Models, Business Process..., Financial Services, Underwriting, Consumer Lending, Project Management, Mergers & Acquisitions, Acquisition Integration, Business Analysis, Business Case, Financial Modeling, Growth Strategies, Finance, Project Portfolio..., Automated Underwriting..., Organizational Design, Credit Risk, Market Entry, Credit Scoring, Credit Policy, Process Optimization, Operational Strategy, Cross-functional Team..., Business Architecture
Education
Insper 2002 — 2006
Bachelor of Business Administration (B.B.A.), Economics and Finance
Dave Leopold's Liberty Advisor Group Experience August 2015 - Present
Job Manager at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group August 2015 - Present
PepsiCo August 2013 - July 2015
H.B. Fuller April 2013 - August 2013
Accenture June 2007 - August 2013
BP April 2012 - January 2013
Skills
Project Management, SAP, Vendor Management, Business Intelligence, Lean Manufacturing, ERP, System Deployment, SAP Implementation, Business Process..., IT Strategy, Program Management, SAP R/3, Business Transformation, Consulting, Business Process Design, Business Analysis, Business Process, PMO, SAP ERP, Management, Process Improvement
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Industrial Engineering
Liberty Advisor Group August 2015 - Present
PepsiCo August 2013 - July 2015
H.B. Fuller April 2013 - August 2013
Accenture June 2007 - August 2013
BP April 2012 - January 2013
Skills
Project Management, SAP, Vendor Management, Business Intelligence, Lean Manufacturing, ERP, System Deployment, SAP Implementation, Business Process..., IT Strategy, Program Management, SAP R/3, Business Transformation, Consulting, Business Process Design, Business Analysis, Business Process, PMO, SAP ERP, Management, Process Improvement
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Industrial Engineering
Brian Soik Brian Soik's Liberty Advisor Group Experience May 2012 - Present
Job Management Consultant at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group May 2012 - Present
Accenture July 2007 - April 2012
Pentair May 2006 - August 2006
HUSCO International March 2005 - August 2005
Skills
Data Conversion, Data Quality, Data Integrity, Project Management, Data Cleansing, Data Transformation, Data Architecture, ETL, Business Objects Data..., Microsoft SQL Server, Consulting, Integration, SAP Implementation, Management Consulting, Data Migration, Strategy, Business Intelligence, Business Process, Business Process Design, IT Strategy, Enterprise Architecture, Solution Architecture, Data Integration, Business Transformation, Data Warehousing, Program Management, Business Objects, Analytics, Business Process..., Master Data Management, SAP ERP, PMO, SAP SRM, Requirements Gathering, ERP, Management, Process Improvement, Business Analysis, SAP, Change Management
Education
Milwaukee School of Engineering 2003 — 2007
Bachelor of Science (B.S.), Mechanical Engineering, 3.86
Milwaukee School of Engineering 2003 — 2007
Minor, Mathematics
Liberty Advisor Group May 2012 - Present
Accenture July 2007 - April 2012
Pentair May 2006 - August 2006
HUSCO International March 2005 - August 2005
Skills
Data Conversion, Data Quality, Data Integrity, Project Management, Data Cleansing, Data Transformation, Data Architecture, ETL, Business Objects Data..., Microsoft SQL Server, Consulting, Integration, SAP Implementation, Management Consulting, Data Migration, Strategy, Business Intelligence, Business Process, Business Process Design, IT Strategy, Enterprise Architecture, Solution Architecture, Data Integration, Business Transformation, Data Warehousing, Program Management, Business Objects, Analytics, Business Process..., Master Data Management, SAP ERP, PMO, SAP SRM, Requirements Gathering, ERP, Management, Process Improvement, Business Analysis, SAP, Change Management
Education
Milwaukee School of Engineering 2003 — 2007
Bachelor of Science (B.S.), Mechanical Engineering, 3.86
Milwaukee School of Engineering 2003 — 2007
Minor, Mathematics
John Weck's Liberty Advisor Group Experience August 2015 - Present
Job Controller | Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group August 2015 - Present
Motorola September 2014 - August 2015
Motorola Mobility, a Google Company November 2012 - August 2014
Motorola Mobility October 2010 - November 2012
Motorola April 2006 - July 2008
Motorola May 2005 - April 2006
Skills
Essbase, Forecasting, Financial Modeling, Financial Analysis, Process Improvement, Six Sigma, Sarbanes-Oxley Act, Financial Forecasting, Cross-functional Team..., Hyperion Enterprise, Strategic Financial..., Internal Controls, Business Planning, Competitive Analysis, Finance, Supply Chain, Strategy, Procurement, Mobile Devices, Business Process..., Pricing, P&L, Budgets, Analysis, Managerial Finance, P&L Management, Business Strategy, Strategic Sourcing, Supply Chain Management, Management, Operations Management, Vendor Management, Outsourcing, Financial Reporting, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1994 — 1998
BA, Economics
Liberty Advisor Group August 2015 - Present
Motorola September 2014 - August 2015
Motorola Mobility, a Google Company November 2012 - August 2014
Motorola Mobility October 2010 - November 2012
Motorola April 2006 - July 2008
Motorola May 2005 - April 2006
Skills
Essbase, Forecasting, Financial Modeling, Financial Analysis, Process Improvement, Six Sigma, Sarbanes-Oxley Act, Financial Forecasting, Cross-functional Team..., Hyperion Enterprise, Strategic Financial..., Internal Controls, Business Planning, Competitive Analysis, Finance, Supply Chain, Strategy, Procurement, Mobile Devices, Business Process..., Pricing, P&L, Budgets, Analysis, Managerial Finance, P&L Management, Business Strategy, Strategic Sourcing, Supply Chain Management, Management, Operations Management, Vendor Management, Outsourcing, Financial Reporting, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2003 — 2005
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1994 — 1998
BA, Economics
Alex Sawa's Liberty Advisor Group Experience June 2013 - August 2013
Job Senior Associate PwC Advisory
Industry Management Consulting
Experience
PwC Advisory June 2015 - Present
PwC Advisory June 2014 - May 2015
PwC Advisory August 2013 - May 2014
Liberty Advisor Group June 2013 - August 2013
Kelley School of Business August 2012 - May 2013
PwC Advisory June 2012 - August 2012
TransUnion May 2011 - August 2011
CCC Information Services June 2010 - August 2010
Skills
IT Strategy, Business Intelligence, Program Management, Data Analytics, Business Analysis, Strategic Planning, Management Consulting, Data Visualization, Enterprise Architecture, PowerPoint, Product Development, Integration, Financial Modeling, Project Management, Agile Project Management, Cloud Computing, Market Analysis, Organizational Design
Education
Indiana University - Kelley School of Business 2012 — 2013
Masters of Science, Information Systems
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Informatics - Business
William Fremd High School
PwC Advisory June 2015 - Present
PwC Advisory June 2014 - May 2015
PwC Advisory August 2013 - May 2014
Liberty Advisor Group June 2013 - August 2013
Kelley School of Business August 2012 - May 2013
PwC Advisory June 2012 - August 2012
TransUnion May 2011 - August 2011
CCC Information Services June 2010 - August 2010
Skills
IT Strategy, Business Intelligence, Program Management, Data Analytics, Business Analysis, Strategic Planning, Management Consulting, Data Visualization, Enterprise Architecture, PowerPoint, Product Development, Integration, Financial Modeling, Project Management, Agile Project Management, Cloud Computing, Market Analysis, Organizational Design
Education
Indiana University - Kelley School of Business 2012 — 2013
Masters of Science, Information Systems
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Informatics - Business
William Fremd High School
Peer Munck's Liberty Advisor Group Experience July 2012 - Present
Job
Industry Music
Experience
3Discovered January 2013 - Present
MunckMix, Inc. November 2002 - Present
Liberty Advisor Group July 2012 - Present
Third Degree Hardware March 2012 - Present
Munck & Associates November 2002 - Present
S&S Cycle, Inc. January 2009 - May 2009
Diamond Management & Technology Consultants 1996 - 2002
TheSauce.com 1999 - 2000
Farley Industries January 1994 - December 1995
Munckloader Engineering December 1993 - August 1995
Skills
Management Consulting, Business Strategy, Marketing Strategy, IT Strategy, Data Analysis, Digital Marketing, Program Management, Mobile Technology, Acquisition Integration, Organizational Design, Start-ups, Music Production, Entertainment Management, Live Recording, Digital Recording, Strategic Consulting, Strategy, Mergers & Acquisitions, Leadership, Executive Management, Venture Capital, Digital Strategy, Management, Corporate Development, Entrepreneurship, Due Diligence, Private Equity, Strategic Partnerships, Marketing, Business Transformation, Analytics
Education
Wharton Business School 1981 — 1983
MBA
Cornell University 1979 — 1981
BS
Georgia Tech 1977 — 1978
transfer
3Discovered January 2013 - Present
MunckMix, Inc. November 2002 - Present
Liberty Advisor Group July 2012 - Present
Third Degree Hardware March 2012 - Present
Munck & Associates November 2002 - Present
S&S Cycle, Inc. January 2009 - May 2009
Diamond Management & Technology Consultants 1996 - 2002
TheSauce.com 1999 - 2000
Farley Industries January 1994 - December 1995
Munckloader Engineering December 1993 - August 1995
Skills
Management Consulting, Business Strategy, Marketing Strategy, IT Strategy, Data Analysis, Digital Marketing, Program Management, Mobile Technology, Acquisition Integration, Organizational Design, Start-ups, Music Production, Entertainment Management, Live Recording, Digital Recording, Strategic Consulting, Strategy, Mergers & Acquisitions, Leadership, Executive Management, Venture Capital, Digital Strategy, Management, Corporate Development, Entrepreneurship, Due Diligence, Private Equity, Strategic Partnerships, Marketing, Business Transformation, Analytics
Education
Wharton Business School 1981 — 1983
MBA
Cornell University 1979 — 1981
BS
Georgia Tech 1977 — 1978
transfer
Dan Izzo Dan Izzo's Liberty Advisor Group Experience June 2015 - Present
Job Principal at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group June 2015 - Present
Accenture June 2007 - June 2015
Skills
Business Process, Financial Reporting, Consulting, Leadership, Management Consulting, Retail, SAP, SAP ERP, SAP FICO, Business Process Design, Business Process..., Business Intelligence, Supply Chain, SAP Implementation, ERP, Process Improvement, Project Management
Education
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Spanish, Magna Cum Laude
Liberty Advisor Group June 2015 - Present
Accenture June 2007 - June 2015
Skills
Business Process, Financial Reporting, Consulting, Leadership, Management Consulting, Retail, SAP, SAP ERP, SAP FICO, Business Process Design, Business Process..., Business Intelligence, Supply Chain, SAP Implementation, ERP, Process Improvement, Project Management
Education
Denison University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Spanish, Magna Cum Laude
Jeff Britton's Liberty Advisor Group Experience September 2015 - Present
Job Principal at Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group September 2015 - Present
McGladrey October 2012 - September 2015
Accenture April 2010 - October 2012
Deloitte June 2007 - April 2010
Symantec 2005 - 2007
Legg Mason January 2003 - December 2005
Skills
ITIL, Project Management, IT Operations, IT Service Management, Demand Management, IT Cost Reduction, IT Outsourcing, IT Financial Management, IT Governance, IT Strategy, IT Management, Enterprise Architecture, Data Management, Data Modeling, Data Center, Management Consulting, Software Asset..., Value Creation, Governance, Cost Reduction..., Technology Alignment, CIO Advisory Services, IT Cost Optimization, IT as a Service, IT Enabled Business..., IT Optimisation, IT Infrastructure..., Consulting, IT Transformation, Information Technology, Management, Analytics, Program Management, SDLC, Disaster Recovery, Cloud Computing, Business Continuity, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Towson University 1999 — 2003
BS
Liberty Advisor Group September 2015 - Present
McGladrey October 2012 - September 2015
Accenture April 2010 - October 2012
Deloitte June 2007 - April 2010
Symantec 2005 - 2007
Legg Mason January 2003 - December 2005
Skills
ITIL, Project Management, IT Operations, IT Service Management, Demand Management, IT Cost Reduction, IT Outsourcing, IT Financial Management, IT Governance, IT Strategy, IT Management, Enterprise Architecture, Data Management, Data Modeling, Data Center, Management Consulting, Software Asset..., Value Creation, Governance, Cost Reduction..., Technology Alignment, CIO Advisory Services, IT Cost Optimization, IT as a Service, IT Enabled Business..., IT Optimisation, IT Infrastructure..., Consulting, IT Transformation, Information Technology, Management, Analytics, Program Management, SDLC, Disaster Recovery, Cloud Computing, Business Continuity, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2007
MBA
Towson University 1999 — 2003
BS
Sean P. Lyons's Liberty Advisor Group Experience November 2011 - Present
Job Principal and CFO with Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group November 2011 - Present
PwC Consulting November 2010 - November 2011
Diamond Management &Technology Consultants June 2004 - November 2010
BearingPoint November 2002 - June 2004
KPMG June 2000 - November 2002
Skills
Acquisition Integration, Management Consulting, Due Diligence, Financial Modeling, Mergers, Business Transformation, Business Strategy, Business Process..., Private Equity, Strategy, Organizational Design, Financial Analysis, IT Strategy, Divestitures, Mergers & Acquisitions, Corporate Development, Executive Management, Start-ups, Portfolio Management, Program Management, Financial Services, Analytics, Business Planning, Strategic Planning, Managerial Finance, Governance, Strategic Consulting
Education
Dowling College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Liberty Advisor Group November 2011 - Present
PwC Consulting November 2010 - November 2011
Diamond Management &Technology Consultants June 2004 - November 2010
BearingPoint November 2002 - June 2004
KPMG June 2000 - November 2002
Skills
Acquisition Integration, Management Consulting, Due Diligence, Financial Modeling, Mergers, Business Transformation, Business Strategy, Business Process..., Private Equity, Strategy, Organizational Design, Financial Analysis, IT Strategy, Divestitures, Mergers & Acquisitions, Corporate Development, Executive Management, Start-ups, Portfolio Management, Program Management, Financial Services, Analytics, Business Planning, Strategic Planning, Managerial Finance, Governance, Strategic Consulting
Education
Dowling College 1997 — 2000
Bachelor of Business Administration (B.B.A.), Accounting
Casey (Fowler) Lyons's Liberty Advisor Group Experience October 2014 - Present
Job Financial Analyst at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group October 2014 - Present
KPMG LLP June 2000 - November 2009
Celebrity Cruises February 1998 - October 1999
Skills
Business Process..., Management Consulting, Internal Controls, Business Transformation, Organizational Design, Change Management, Strategy, Strategic Planning, Risk Management, Performance Management, Process Improvement, Project Management, IT Strategy, Business Analysis, Governance, Mergers & Acquisitions, Financial Modeling, Business Process, Program Management, Due Diligence, Internal Audit
Education
Marymount University 2003 — 2004
BA, Liberal Studies
University of Central Florida 2001 — 2002
N/A, Liberal Studies
Florida State University 1996 — 1998
AA, Liberal Studies
Liberty Advisor Group October 2014 - Present
KPMG LLP June 2000 - November 2009
Celebrity Cruises February 1998 - October 1999
Skills
Business Process..., Management Consulting, Internal Controls, Business Transformation, Organizational Design, Change Management, Strategy, Strategic Planning, Risk Management, Performance Management, Process Improvement, Project Management, IT Strategy, Business Analysis, Governance, Mergers & Acquisitions, Financial Modeling, Business Process, Program Management, Due Diligence, Internal Audit
Education
Marymount University 2003 — 2004
BA, Liberal Studies
University of Central Florida 2001 — 2002
N/A, Liberal Studies
Florida State University 1996 — 1998
AA, Liberal Studies
Amy Kaniff's Liberty Advisor Group Experience September 2015 - Present
Job Executive Assistant and Office Manager at Liberty Advisor Group
Industry Hospital & Health Care
Experience
Liberty Advisor Group September 2015 - Present
Symphony Post Acute Network June 2010 - Present
360 eMarketing and Customer Engagement Strategies June 2014 - May 2015
Northwestern Memorial Hospital December 2008 - June 2010
Koelnmesse, Inc. June 2007 - June 2008
FreightCar America March 2003 - June 2007
Jayson Home May 1998 - June 2003
Hyatt Hotels Corporation 1997 - 1998
Skills
Event Planning, Leadership, Management, Marketing, Sales, Time Management, Strategic Planning, Account Management, Executive Calendar..., Presentation Development, Project Management, Training, Organization Skills, Organizational..., Organizational..., Public Speaking, Event Management, Organizational Structure, Marketing Communications, Salesforce.com, CRM, Process Improvement, Desktop Publishing, Customer Service, Social Media
Education
Lake Forest Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Organizational Behavior Studies
Northern Illinois University 1994 — 1996
BA, Communications
Naperville North 1989 — 1992
Liberty Advisor Group September 2015 - Present
Symphony Post Acute Network June 2010 - Present
360 eMarketing and Customer Engagement Strategies June 2014 - May 2015
Northwestern Memorial Hospital December 2008 - June 2010
Koelnmesse, Inc. June 2007 - June 2008
FreightCar America March 2003 - June 2007
Jayson Home May 1998 - June 2003
Hyatt Hotels Corporation 1997 - 1998
Skills
Event Planning, Leadership, Management, Marketing, Sales, Time Management, Strategic Planning, Account Management, Executive Calendar..., Presentation Development, Project Management, Training, Organization Skills, Organizational..., Organizational..., Public Speaking, Event Management, Organizational Structure, Marketing Communications, Salesforce.com, CRM, Process Improvement, Desktop Publishing, Customer Service, Social Media
Education
Lake Forest Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Organizational Behavior Studies
Northern Illinois University 1994 — 1996
BA, Communications
Naperville North 1989 — 1992
B. Andrew Dye's Liberty Advisor Group Experience July 2012 - Present
Job Partner at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group July 2012 - Present
Plum Orchard Group November 2010 - July 2012
Diamond Management & Technology Consultants 1996 - November 2010
Kaiser Associates September 1994 - December 1995
Technology Solutions Company June 1992 - June 1993
Accenture August 1989 - June 1992
Skills
Acquisition Integration, Operational Improvement, Corporate Development, Organizational Design, Business Transformation, Business Development, Financial Risk, Governance, Key Account Management, Leadership, Outsourcing, IT Operations, Strategic Planning, Quality Assurance, Restructuring, SDLC, User Acceptance Testing, Analytics, Customer Service, Data Warehousing, Entrepreneurship, Knowledge Management, Modeling, Recruiting, SOA, UML, Start-ups, Strategy, IT Strategy, Business Process..., Mergers & Acquisitions, Business Strategy, Financial Services, Market Entry, PMO, Business Modeling, Strategic Consulting, Business Process Design, Business Architecture, Financial Modeling, Program Management, Business Intelligence, Growth Strategies, Due Diligence, Business Alignment, Project Portfolio..., Operating Models, Business Process..., Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Strategy, Finance
Michigan State University 1986 — 1989
BA, Finance, Management
Liberty Advisor Group July 2012 - Present
Plum Orchard Group November 2010 - July 2012
Diamond Management & Technology Consultants 1996 - November 2010
Kaiser Associates September 1994 - December 1995
Technology Solutions Company June 1992 - June 1993
Accenture August 1989 - June 1992
Skills
Acquisition Integration, Operational Improvement, Corporate Development, Organizational Design, Business Transformation, Business Development, Financial Risk, Governance, Key Account Management, Leadership, Outsourcing, IT Operations, Strategic Planning, Quality Assurance, Restructuring, SDLC, User Acceptance Testing, Analytics, Customer Service, Data Warehousing, Entrepreneurship, Knowledge Management, Modeling, Recruiting, SOA, UML, Start-ups, Strategy, IT Strategy, Business Process..., Mergers & Acquisitions, Business Strategy, Financial Services, Market Entry, PMO, Business Modeling, Strategic Consulting, Business Process Design, Business Architecture, Financial Modeling, Program Management, Business Intelligence, Growth Strategies, Due Diligence, Business Alignment, Project Portfolio..., Operating Models, Business Process..., Executive Management
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Strategy, Finance
Michigan State University 1986 — 1989
BA, Finance, Management
Rafe Ward's Liberty Advisor Group Experience May 2015 - Present
Job Liberty Advisor Group
Industry Information Technology and Services
Experience
Liberty Advisor Group May 2015 - Present
Dow Corning July 2012 - April 2015
Hemlock Semiconductor Corporation July 2011 - July 2012
IBM Global Services February 2006 - July 2011
Central Michigan University 2004 - 2005
Skills
SAP, Project Implementation, SAP Vehicle Management..., SAP Project Management, SAP R/3, ABAP, SD, SAP Netweaver, SAP ERP, ERP, SAP BW, SAP Implementation, SAP SRM, Business Process..., Integration, Business Process, SAP Portal, IDOC, SAP HR, SAP MM, ECC, SAP SD, Business Objects, Master Data Management, IT Strategy, EDI, Business Intelligence, Supply Chain Management, Business Process Design, SAP CRM, SAP BI, Data Migration, SAP PS, WebDynpro, Requirements Analysis
Education
Central Michigan University 2001 — 2005
B.S. in B.A., Management Information Systems
Liberty Advisor Group May 2015 - Present
Dow Corning July 2012 - April 2015
Hemlock Semiconductor Corporation July 2011 - July 2012
IBM Global Services February 2006 - July 2011
Central Michigan University 2004 - 2005
Skills
SAP, Project Implementation, SAP Vehicle Management..., SAP Project Management, SAP R/3, ABAP, SD, SAP Netweaver, SAP ERP, ERP, SAP BW, SAP Implementation, SAP SRM, Business Process..., Integration, Business Process, SAP Portal, IDOC, SAP HR, SAP MM, ECC, SAP SD, Business Objects, Master Data Management, IT Strategy, EDI, Business Intelligence, Supply Chain Management, Business Process Design, SAP CRM, SAP BI, Data Migration, SAP PS, WebDynpro, Requirements Analysis
Education
Central Michigan University 2001 — 2005
B.S. in B.A., Management Information Systems
Matthew Hester's Liberty Advisor Group Experience June 2012 - Present
Job Founder / Partner at Liberty Advisor Group
Industry Management Consulting
Experience
Liberty Advisor Group June 2012 - Present
Liberty Lane Advisors August 2008 - August 2012
Diamond Management & Technology Consultants 2004 - 2008
DiamondCluster International 1998 - 2004
Education
United States Military Academy at West Point 1986 — 1990
BS, Computer Science
Liberty Advisor Group June 2012 - Present
Liberty Lane Advisors August 2008 - August 2012
Diamond Management & Technology Consultants 2004 - 2008
DiamondCluster International 1998 - 2004
Education
United States Military Academy at West Point 1986 — 1990
BS, Computer Science