Management Planning, Inc.
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Management Planning, Inc. Employees
Crawford & Company March 2015 - Present
YP September 2012 - March 2015
Management Planning, Inc. June 2008 - August 2012
Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, Private Equity, Financial Reporting, Due Diligence, Equity Research, Bloomberg Terminal, DCF, Equity Valuation, Capital IQ, Investment Research, Corporate Finance, Management, Investments, Hedge Funds, Mergers & Acquisitions, Securities
Education
The College of New Jersey 2004 — 2008
Bachelor of Science, Economics
Management Planning, Inc. January 2015 - Present
KPMG US April 2014 - January 2015
Management Planning Inc. December 2010 - April 2014
Johnson & Johnson January 2010 - July 2010
Skills
Valuation, Bloomberg Terminal, Financial Modeling, Private Equity, Alternative Investments, Finance, Business Valuation, Financial Analysis, Investments, Equity Valuation, Hedge Funds, Derivatives, Fixed Income, Chartered Financial...
Education
The College of New Jersey 2007 — 2011
Bachelor of Science, Finance, 3.91
Broder Law Group, P.C. November 2013 - Present
Merrill Lynch October 2012 - November 2013
Rothamel Bratton May 2009 - October 2012
Management Planning, Inc. August 2007 - August 2008
Skills
Estate Planning, Securities, Investments, Portfolio Management, Corporate Law, Business Valuation, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Commercial Lending
Education
Rutgers University School of Law - Camden 2008 — 2011
J.D.
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Finance
Johnson & Johnson January 2015 - July 2015
Management Planning, Inc. May 2014 - August 2014
Elevation LLC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Valuation, Teamwork, Public Speaking, Social Media, Sales, Leadership, Financial Analysis, Research, Customer Service, Finance
Education
The College of New Jersey 2012 — 2016
Bachelor's Degree, Finance, General, Junior
Middletown High School North 2008 — 2014
Life Audit Professionals, LLC May 2015 - Present
BrightStar of Brevard & Osceola counties October 2011 - Present
Management Planning, Inc. September 2007 - April 2015
Bouncing Frogs November 2009 - December 2011
Geller & Company March 2002 - June 2007
MCG & Associates September 1999 - March 2002
Imtech 1992 - 1999
Seltel 1987 - 1989
Skills
Mergers, Financial Modeling, Venture Capital, Private Equity, Strategic Planning, Management, Investor Relations, Financial Reporting, Portfolio Management, Corporate Finance, Entrepreneurship, IPO, Finance, Financial Analysis, Business Planning, Mergers & Acquisitions, Acquisitions, Due Diligence, Business Development, Investments, Capital Markets, Estate Planning, Asset Management, Executive Management, Securities, Alternative Investments, Accounting, Leadership, Valuation, Small Business, Investment Banking, Business Valuation, Hedge Funds, Divestitures, Restructuring, Corporate Development, Equity Valuation, Start-ups, DCF, Capital Raising, Wealth Management, M&A experience, Equity Research, Strategic Financial...
Education
Baruch College, City University of New York (CUNY) 1981 — 1992
BA, Accounting and Finance
Lafayette High School 1977 — 1981
Crowe Horwath LLP February 2014 - Present
CohnReznick LLP July 2012 - February 2014
Pluris Valuation Advisors LLC June 2010 - June 2012
Management Planning, Inc. April 2008 - April 2010
Valuation Research Corporation 2007 - 2008
Crowe Horwath LLP 2003 - 2007
Amper, Politziner & Mattia, LLP 2002 - 2003
Skills
Business Valuation, Valuation, Purchase Price..., Intangible Assets, Fair Value, SEC filings, Financial Reporting, Due Diligence, ESOP, Forensic Accounting, Equities, Private Equity, Financial Modeling, Financial Analysis, DCF, Equity Valuation, Fairness Opinions, FAS 157, Insurance, Intellectual Property..., IFRS, US GAAP, GAAP, Equity Research, Litigation Support, Bankruptcy, Hedge Funds, Limited Partnerships, LLC, Private Companies
Education
The College of New Jersey 1990 — 1998
BS, Finance
Notre Dame
Rider University
Pharmavite 2014 - Present
Stonebridge Capital Management October 2009 - September 2013
State Street Global Advisors (SSgA) September 2003 - August 2007
State Street October 2001 - September 2003
Management Planning, Inc. June 1999 - August 2000
Skills
Financial Modeling, Valuation, Due Diligence, Equities, Bloomberg, Equity Research, Corporate Finance, Microsoft Office, Financial Analysis, Business Strategy, Investments, Strategy, Strategic Planning, Finance, Management, Planning Budgeting &...
Education
UCLA Anderson School of Management 2007 — 2009
M.B.A
The College of New Jersey 1995 — 1999
B.S
Management Planning, Inc. 2014 - Present
SRI International June 2005 - 2014
United States Air Force 2001 - 2005
Skills
Data Analysis, Business Valuation, Intelligence Analysis, Financial Analysis, Financial Reporting
Education
The College of New Jersey 2009 — 2014
BS, Finance, General
The Home Depot September 2014 - Present
The Home Depot August 2013 - September 2014
Management Planning, Inc. June 2012 - August 2013
Southern Company May 2011 - August 2011
Skills
Microsoft Office, Excel, Word, SNL Financial, Thomson One, PowerPoint, Microsoft Word, Microsoft Excel, Mergers & Acquisitions, Management, Budgets
Education
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Banking and Finance, 3.85
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
NRG Energy, Inc. 2007 - Present
Management Planning, Inc. 2006 - 2007
Skills
Business Strategy, Renewable Energy, Financial Modeling, Energy, Program Management, Private Equity, Due Diligence, Corporate Finance, Project Finance, Commodity Markets, Mergers & Acquisitions, Management, Strategic Planning, Valuation, Financial Analysis, Strategy
Education
University of Virginia Darden School of Business
Master of Business Administration (MBA)
Nankai University
MPI - Business Valuation & Advisory June 2015 - Present
Management Planning, Inc. January 2015 - April 2015
Dar-Pol Painting & Home Improvement May 2007 - December 2014
Passaic Valley Sewerage Commissioners June 2012 - August 2012
Skills
Time Management, Data Analysis, Microsoft Office, Microsoft Excel, Polish, Social Media, Manual Labor, Adobe, Research
Education
The College of New Jersey 2012 — 2015
Bachelor’s Degree, Finance, General, 3.55/4.0
University of Economics, Prague 2014 — 2014
Siena College 2011 — 2012
3.6/4.0
Passaic Valley Regional High School 2007 — 2011
Bloomberg LP June 2014 - Present
Bloomberg LP May 2013 - Present
Management Planning, Inc. May 2012 - August 2012
Charlotte Russe May 2011 - January 2012
Blue Rill Day Camp June 2011 - August 2011
Education
The College of New Jersey 2010 — 2014
Bachelor of Arts (B.A.), Economics, Professional Writing, Finance
American Business School in Paris 2013 — 2013
Economics and Finance
Paramus High School 2006 — 2010
Bachelor of Arts (BA)
Management Planning, Inc. May 2013 - Present
Fidelity Investments January 2011 - May 2013
Fidelity Investments November 2006 - January 2011
Nashua Pride Professional Baseball May 2005 - August 2005
Skills
Investments, High Net Worth..., Leadership, Corporate Finance, Valuation, Investment Banking, Financial Reporting, Equities, Business Development, Alternative Investments, Asset Management, Financial Advisory, Estate Planning, Business Valuation, Series 7, Financial Planning
Education
Ithaca College
Management Planning, Inc. June 2014 - Present
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (B.S.)
Notre Dame High School 2006 — 2010
Management Planning, Inc. 1981 - Present
Skills
Business Valuation, Ownership Succession, ESOP, Expert Testimony
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), Business Administration and Finance
The Lovins Group January 2015 - Present
Orton Family Council December 2003 - Present
Management Planning, Inc. February 2015 - Present
The Vermont Country Store January 1999 - Present
Skills
Corporate Finance, Valuation, Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Marketing, Financial Advisory, Finance, Succession Planning, Start-ups, Estate Planning, Entrepreneurship, Investments, Financial Planning, Business Valuation, Management Consulting, Tax, Strategic Planning
Education
Washington and Lee University 1975 — 1978
BA, History
University of Rochester - Simon Business School 1979 — 1981
MBA, Finance and Accounting
First Midwest Bank June 2015 - Present
Management Planning, Inc. January 2013 - May 2015
ComStock Advisors April 2011 - December 2012
J.P. Morgan 2002 - September 2010
J.P. Morgan 2000 - 2002
J.P. Morgan 1989 - 2000
Skills
Business Valuation, Asset Management, Valuation, Banking, Financial Analysis, Customer Relations, Wealth Management, Risk Management, Credit, New Business Development, ESOP, Asset Managment, Investment Management, Portfolio Management, Customer Service, Investments, Financial Services, Private Equity, Securities, Financial Reporting, Accounting, Alternative Investments, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance and Real Estate
DePaul University
BS, Corporate Finance
Management Planning, Inc. March 2011 - Present
Valuation Services, Inc. August 2010 - March 2011
Management Planning, Inc. June 2008 - June 2010
Skills
Business Valuation, Financial Analysis, Financial Modeling, DCF, Purchase Price..., Bloomberg Terminal, Analysis, Financial Research, Valuation, Financial Services, Teamwork, Dependable Team Player, Proactive self-starter, Highly motivated..., Highly detail oriented, Organization, Report Writing, Finance, Due Diligence, Microsoft Excel, Data Analysis
Education
The College of New Jersey 2005 — 2009
Bachelor of Science, Finance
The University of Limerick 2007 — 2007
International/Global Studies
Duff & Phelps September 2014 - Present
Management Planning, Inc. July 2012 - August 2014
Skills
Valuation, Financial Reporting, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Business Valuation, Financial Markets, Fairness Opinions, Sell Side, Purchase Price..., Impairment Testing, Capital Budgeting, Accounting, Transfer Pricing, Equity Derivatives
Education
The College of New Jersey 2008 — 2012
B.S., Finance, Business Administration
Hay Group January 2015 - Present
Hay Group October 2010 - October 2012
Macy's August 2009 - September 2010
Management Planning, Inc. June 2008 - February 2009
US Trust/Bank of America June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Management Consulting, Microsoft Excel, Finance, Forecasting, Executive Compensation..., Valuation, Proxy Analysis, Peer Group Development, Equilar
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2004 — 2008
Bachelor of Arts, Economics & Business
Middletown High School South 2000 — 2004
High School
Management Planning, Inc. June 1999 - Present
Bloomberg, LP June 1998 - June 1999
Skills
Business Valuation, Valuation, Accounting, Securities, Business Development, Due Diligence, Financial Advisory, Private Equity, Investments, Restructuring, Mergers & Acquisitions, Fixed Income, Financial Reporting, Analysis, Financial Modeling
Education
Rider University 2000 — 2002
MBA, Finance
The College of New Jersey 1995 — 1999
BS, Finance
Management Planning, Inc. 2010 - Present
J.P. Morgan 2009 - 2010
Merrill Lynch 1996 - 2009
Old Kent Bank & Trust 1989 - 1996
Prudential Securities 1986 - 1988
Skills
Wealth Management, Valuation, Series 7, Business Valuation, Financial Reporting, Retirement Planning, Estate Planning, Financial Analysis, Financial Modeling, Business Development, Sales Management, Executive Management, Team Leadership, Mergers & Acquisitions, High Net Worth..., Series 63, Finance, Wealth, Alternative Investments
Education
Elmhurst College
BS in Business
University of Iowa
University of Minnesota-Twin Cities
Wayzata Senior High School
Rowan University September 2011 - Present
Self-Employed January 2004 - Present
Sansone's Farm Market September 1993 - Present
Paychex October 2010 - July 2011
Management Planning, Inc. January 2008 - October 2010
Skills
Customer Service, Microsoft Office, Direct Sales, Organizing, Marketing, Creativity, Social Media, Training, Leadership, Small Business, Fundraising, Sales, Social Networking, Program Management, Event Planning, Recruiting, Management, Public Speaking
Education
Rowan University 2012 — 2015
Master of Business Administration (M.B.A.)
The College of New Jersey 2003 — 2007
Bachelor of Science, Business Management
CBIZ Valuation Group LLC June 2005 - Present
Avail Consulting 2005 - 2007
Management Planning, Inc. 2004 - 2006
American Appraisal Associaties 1999 - 2004
United States Marine Corps 1970 - 2000
Coopers & Lybrand February 1986 - September 1986
Skills
Valuation, Fairness Opinions, ESOP, Fair Value, Purchase Accounting, Estate Tax Planning, Gift Tax, Fixed Assets, Transfer Pricing, Stock option valuation, Cost Segregation, Insurance valuations, Mergers, Business Valuation, Stock Option, Corporate Finance, Insurance, Investment Banking, Accounting, Financial Reporting, Corporate Development, Auditing, Business Development
Education
The University of Dallas 1977 — 1979
MBA, Finance
Valparaiso University 1966 — 1970
B.S., Managment & Marketing
SANDOW August 2014 - Present
Management Planning, Inc. May 2011 - February 2014
Systems Fulfillment, Inc. June 2009 - January 2011
CVS June 2007 - August 2008
Skills
HTML, CSS, JavaScript, SQL, jQuery, Java, PHP, C++, MySQL, ASP, VBScript
Education
The College of New Jersey 2008 — 2012
B.S., Computer Science
Management Planning, Inc. May 1998 - Present
Empire: The Whitewater Story 2010 - 2010
Empire: The Whitewater Story 2010 - 2010
Skills
Business Valuation, Accredited Senior..., Securities, Analysis, Start-ups, Valuation, Due Diligence, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Equity Research, Investments, Private Equity, Equity Valuation, Corporate Finance
Education
The College of New Jersey 1994 — 1998
BS, Finance
Prudential Financial March 2008 - Present
Prudential Financial September 2005 - February 2008
Management Planning, Inc. May 2000 - August 2005
AIG June 1996 - January 2000
Skills
Financial Reporting, Forecasting, Executive Management, Financial Modeling, Business Valuation
Education
Rider University 2001 — 2003
MBA, Concentration in Finance
The College of New Jersey 1996 — 2000
Bachelor of Science, General Busines
St. Rose
Management Planning, Inc. 2002 - Present
Credit Suisse First Boston June 2000 - June 2002
Skills
Valuation, Series 7, Financial Modeling, Due Diligence, Private Equity, Business Valuation, Investments, Financial Analysis, Investment Banking, Bloomberg
Education
Hampton University 1996 — 2000
Bachelor's degree, Finance, General
Walter Greenblatt & Associates, LLC January 2013 - Present
Management Planning, Inc. June 2009 - January 2013
Management Planning, Inc. October 2007 - June 2009
Walter Greenblatt & Associates May 2003 - October 2007
Paradigm Capital Management May 2002 - May 2003
Angrist Capital Management January 2001 - May 2002
Management Planning, Inc. (MPI) / MPI Securities, Inc. (MPIS) January 1998 - January 2001
Skills
Financial Modeling, Mergers, Financial Analysis, Lifesciences, Investment Banking
Education
Rutgers University-New Brunswick 1997 — 2000
MBA, Finance
Princeton University 1994 — 1996
MA, Politics
Oberlin College 1988 — 1992
B.A., Economics
Management Planning, Inc. January 1998 - Present
Education
Lehigh University - College of Business and Economics 1989 — 1993
Management Planning, Inc. March 2001 - Present
Bank of Boston March 1974 - September 2000
Skills
Valuation, Portfolio Management, Estate Planning, Management, Business Valuation, Investments, Financial Analysis
Education
Duke University
Crescendo Partners May 2005 - Present
Trio Merger Corp 2011 - 2011
Management Planning, Inc. 1998 - 2003
Education
Columbia University - Columbia Business School 2003 — 2005
The College of New Jersey 1995 — 1998
BS, Finance
CBIZ Valuation Group April 2006 - Present
Management Planning, Inc. June 2002 - March 2005
Skills
Business Valuation, Valuation, Purchase Price..., Financial Reporting, Financial Modeling, Financial Analysis, Fair Value, ESOP, Equity Valuation, Fairness Opinions, DCF, Due Diligence, SEC filings, Private Equity
Education
The College of New Jersey 1998 — 2002
Bachelor of Science (B.S.), Finance
Management Planning, Inc. March 1985 - Present
Education
Penn State University 1978 — 1982
Bachelor's degree, Finance, General
Management Planning, Inc. June 1999 - Present
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Business Valuation, Management, Mergers & Acquisitions, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
The College of New Jersey 1995 — 1999
BS, Finance
KPMG March 2015 - Present
CBIZ January 2015 - February 2015
CBIZ 2013 - January 2015
Management Planning, Inc. June 2007 - February 2012
Royal Philips Electronics June 2004 - December 2006
Skills
Valuation, Business Valuation, Financial Modeling, Bloomberg Terminal, DCF, Financial Analysis, Private Equity, Financial Reporting, Estate Planning, Due Diligence, Equity Research, Microsoft Excel, Series 7, Securities, Hedge Funds, Analysis, Accounting, Finance
Education
The College of New Jersey 2006 — 2007
BS, Business Administration, Finance
Fordham University 2003 — 2006
Business Administration, Finance
West Essex 1999 — 2003
smartShift Technologies August 2014 - Present
Startup February 2013 - August 2014
Rabobank June 2010 - March 2013
Citigroup January 2010 - May 2010
Management Planning, Inc. June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Modeling, Fixed Income, Investment Banking, Capital Markets, Equities, Economics, Derivatives, Corporate Finance, Investments, Private Equity, Financial Analysis, Bloomberg Terminal, Portfolio Management, Alternative Investments, Bonds, Mergers & Acquisitions, Financial Markets, Hedge Funds
Education
Lafayette College 2005 — 2009
Bachelor of Arts (B.A.), Economics & Business, Cum Laude
Summit Electric Supply September 2015 - Present
VMS Fund Administration December 2014 - June 2015
6800 Capital L.L.C. December 2011 - December 2014
Management Planning, Inc. August 2010 - December 2011
Management Planning, Inc. June 2010 - August 2010
Skills
Business Valuation, Financial Modeling, Valuation, Bloomberg Terminal, Financial Analysis, DCF, Private Equity, Financial Reporting, Microsoft Excel, Microsoft Office, Hedge Funds, Alternative Investments, PowerPoint, Equity Valuation, Microsoft Word, Data Analysis, Equity Research, Outlook, Social Media, Due Diligence, Adobe Acrobat
Education
The College of New Jersey 2006 — 2010
Bachelor of Science, Business Administration - Finance
Management Planning, Inc. May 2013 - Present
Management Planning, Inc. January 2011 - April 2013
Management Planning, Inc. December 2002 - December 2010
Skills
DCF, Valuation, Business Valuation, Financial Modeling, Analysis, Equity Valuation, Equity Research, Bloomberg Terminal, Cash Flow Forecasting, Hedge Funds, Private Equity, Alternative Investments, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Bloomberg, Securities, Series 7, Equities, Financial Reporting, Statistics, Management, Capital IQ
Education
Gettysburg College 1999 — 2001
BA, Economics
Emerson College 1997 — 1998
N/A, Acting/TV Production
Hertz Equipment Rental December 2013 - Present
Hertz February 2012 - December 2013
Medco Health Solutions, Inc. October 2006 - February 2012
Lazar Lipton Valuation Services April 2006 - October 2006
Morrison & Company, P.A. April 2005 - March 2006
Management Planning, Inc. June 2003 - April 2005
Skills
Microsoft Office, Financial Analysis, Financial Modeling, Forecasting, Excel, Risk Management, Access, Medicare Part D, PBM, Healthcare, Word, PowerPoint, Analysis, Valuation, Business Valuation, Forensic Accounting, Microsoft Excel, Pharmacy Benefit..., Finance, Financial Reporting, Variance Analysis, Strategic Planning, Strategic Financial..., Microsoft Word
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
MBA, Finance
The College of New Jersey 1999 — 2003
Bachelor of Science (BS), Business Administration, Finance
Wells Fargo July 2014 - Present
Management Planning, Inc. July 2013 - February 2014
U.S. Trust December 2005 - July 2013
Skills
Series 7, Series 24, Series 66, Series 63, Relationship Management, Strategic Planning, Client Focus, Market Analysis, Private Banking, Consultative Selling..., Cross Selling, Trusted Business Partner, Cross-functional Team..., Brand Management, Customer Service, Mortgage Lending, Commercial Lending, Securities Lending, Microsoft Office, Military, Negotiation, Networking, Valuation, Volunteering, CT Real Estate License, Bloomberg Terminal, Team Building, Building Relationships, Leadership, Wealth Management, Portfolio Management, Investments, Banking, Investment Management, Credit, CRM, Wealth Management..., Investment Strategies, Loans, High Net Worth..., Financial Advisory, Selling, Uniform Combined State..., Options, Executive Management, Sales, Securities, Asset Allocation, Mutual Funds
Education
University of Connecticut 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor's degree, Political Science and Government
Northern Virginia Community College
Associate's degree, Business Administration and Management, General