Management Planning, Inc.

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Management Planning, Inc. Employees

Employee
Years
Job
Industry
Henry Van de Sype, CFA Henry Van de Sype, CFA Greater Atlanta Area Details
Henry Van de Sype, CFA's Management Planning, Inc. Experience June 2008 - August 2012
Job Manager, Business & Operations Analysis
Industry Insurance
Experience
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

Vincent A. LaRosa Jr., CFA Vincent A. LaRosa Jr., CFA Greater New York City Area Details
Vincent A. LaRosa Jr., CFA's Management Planning, Inc. Experience January 2015 - Present
Job Senior Associate at Management Planning, Inc.
Industry Venture Capital & Private Equity
Experience
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

Matthew Zonies Matthew Zonies Moorestown, New Jersey Details
Matthew Zonies's Management Planning, Inc. Experience August 2007 - August 2008
Job Attorney at Broder Law Group, P.C.
Industry Law Practice
Experience
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

Colleen Dean Colleen Dean Middletown, New Jersey Details
Colleen Dean's Management Planning, Inc. Experience May 2014 - August 2014
Job Finance Coop at Johnson & Johnson
Industry
Experience
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

Joseph Gitto, CSA Joseph Gitto, CSA Orlando, Florida Area Details
Joseph Gitto, CSA's Management Planning, Inc. Experience September 2007 - April 2015
Job Partner Life Audit Professionals, LLC, Owner BrightStar of Brevard & Osceola Counties
Industry Financial Services
Experience
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

David Gaynor David Gaynor Greater New York City Area Details
David Gaynor's Management Planning, Inc. Experience April 2008 - April 2010
Job Senior Manager at Crowe Horwath LLP
Industry Financial Services
Experience
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

Roland dela Pena Roland dela Pena Los Angeles, California Details
Roland dela Pena's Management Planning, Inc. Experience June 1999 - August 2000
Job Sr Financial Analyst at Pharmavite
Industry Consumer Goods
Experience
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

Orion White Orion White Pennington, New Jersey Details
Orion White's Management Planning, Inc. Experience 2014 - Present
Job Associate at Management Planning, Inc.
Industry Financial Services
Experience
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

Haley Diget Haley Diget Greater Atlanta Area Details
Haley Diget's Management Planning, Inc. Experience June 2012 - August 2013
Job Senior Financial Analyst at The Home Depot
Industry Financial Services
Experience
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

Diana Gu Diana Gu Greater New York City Area Details
Diana Gu's Management Planning, Inc. Experience 2006 - 2007
Job
Industry Oil & Energy
Experience
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

Maciej Libucha Maciej Libucha Greater New York City Area Details
Maciej Libucha's Management Planning, Inc. Experience January 2015 - April 2015
Job Valuation Analyst at Management Planning, Inc.
Industry Financial Services
Experience
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

Alexa Abraham Alexa Abraham Skillman, New Jersey Details
Alexa Abraham's Management Planning, Inc. Experience May 2012 - August 2012
Job Data Analyst at Bloomberg LP
Industry Financial Services
Experience
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)

Elliot Rotstein Elliot Rotstein Greater Boston Area Details
Elliot Rotstein's Management Planning, Inc. Experience May 2013 - Present
Job Vice President and Regional Sales Director at Management Planning, Inc.
Industry Financial Services
Experience
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

Caitlin Kolczynski Caitlin Kolczynski Greater New York City Area Details
Caitlin Kolczynski's Management Planning, Inc. Experience June 2014 - Present
Job Valuation Analyst at Management Planning, Inc.
Industry Financial Services
Experience
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

Roy H. Meyers, CFA, ASA Roy H. Meyers, CFA, ASA Princeton, New Jersey Details
Roy H. Meyers, CFA, ASA's Management Planning, Inc. Experience 1981 - Present
Job Managing Director at Management Planning, Inc.
Industry Financial Services
Experience
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

Bill Cranshaw Bill Cranshaw Hartford, Connecticut Area Details
Bill Cranshaw's Management Planning, Inc. Experience February 2015 - Present
Job Advisor to Family Owned Business
Industry Financial Services
Experience
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

Rebecca Juhant Rebecca Juhant Greater Chicago Area Details
Rebecca Juhant's Management Planning, Inc. Experience January 2013 - May 2015
Job Vice President/Senior Fiduciary Officer at First Midwest Bank
Industry Financial Services
Experience
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

Stephanie Kenny Stephanie Kenny Barnegat, New Jersey Details
Stephanie Kenny's Management Planning, Inc. Experience March 2011 - Present
Job Assistant Vice President at Management Planning, Inc.
Industry Financial Services
Experience
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

Dan Zuller Dan Zuller Greater New York City Area Details
Dan Zuller's Management Planning, Inc. Experience July 2012 - August 2014
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
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

Bryan Kligman Bryan Kligman Greater New York City Area Details
Bryan Kligman's Management Planning, Inc. Experience June 2008 - February 2009
Job Senior Associate, Executive Compensation at Hay Group
Industry Management Consulting
Experience
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

Mark Lingerfield Mark Lingerfield Greater New York City Area Details
Mark Lingerfield's Management Planning, Inc. Experience June 1999 - Present
Job Partner at Management Planning, Inc.
Industry Financial Services
Experience
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

Tadd Lindsay Tadd Lindsay Greater Chicago Area Details
Tadd Lindsay's Management Planning, Inc. Experience 2010 - Present
Job Senior Vice President & Regional Director at Management Planning, Inc.
Industry Financial Services
Experience
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

Stephanie Brigandi Stephanie Brigandi Greater New York City Area Details
Stephanie Brigandi's Management Planning, Inc. Experience January 2008 - October 2010
Job Assistant Director of Marketing, Rowan University Division of Global Learning & Partnerships
Industry Financial Services
Experience
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

Cary Baumgartner Cary Baumgartner Dallas/Fort Worth Area Details
Cary Baumgartner's Management Planning, Inc. Experience 2004 - 2006
Job Reg. Bus. Develpment Director at CBIZ Valuation Group LLC
Industry Financial Services
Experience
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

Joseph Zeleny Joseph Zeleny Greater New York City Area Details
Joseph Zeleny's Management Planning, Inc. Experience May 2011 - February 2014
Job Associate Web Developer at SANDOW
Industry Computer Software
Experience
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

John Varga, ASA John Varga, ASA Greater New York City Area Details
John Varga, ASA's Management Planning, Inc. Experience May 1998 - Present
Job Senior Vice President, Management Planning, Inc.
Industry Financial Services
Experience
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

Kelley McGee Kelley McGee Greater New York City Area Details
Kelley McGee's Management Planning, Inc. Experience May 2000 - August 2005
Job Manager, Planning & Analysis at Prudential Financial
Industry Accounting
Experience
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

Tracey Jasey Tracey Jasey Greater New York City Area Details
Tracey Jasey's Management Planning, Inc. Experience 2002 - Present
Job Partner at Management Planning, Inc.
Industry Financial Services
Experience
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

Ezra Angrist Ezra Angrist Albany, New York Area Details
Ezra Angrist's Management Planning, Inc. Experience June 2009 - January 2013
Job Vice President at Walter Greenblatt & Associates, LLC
Industry Capital Markets
Experience
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

Tracey Drift Tracey Drift Greater New York City Area Details
Tracey Drift's Management Planning, Inc. Experience January 1998 - Present
Job Senior Valuation Analyst at Management Planning, Inc.
Industry Financial Services
Experience
Management Planning, Inc.   January 1998 - Present

Education
Lehigh University - College of Business and Economics   1989 — 1993

Jeremy Weir Jeremy Weir Greater Boston Area Details
Jeremy Weir's Management Planning, Inc. Experience March 2001 - Present
Job Vice President at Management Planning, Inc.
Industry Investment Banking
Experience
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

David Sgro David Sgro Greater New York City Area Details
David Sgro's Management Planning, Inc. Experience 1998 - 2003
Job Managing Director at Crescendo Partners
Industry Investment Management
Experience
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

Todd Mitchell, CFA Todd Mitchell, CFA Greater Philadelphia Area Details
Todd Mitchell, CFA's Management Planning, Inc. Experience June 2002 - March 2005
Job Director at CBIZ Valuation Group
Industry Financial Services
Experience
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

Deborah Schuman Deborah Schuman Princeton, New Jersey Details
Deborah Schuman's Management Planning, Inc. Experience March 1985 - Present
Job Senior Vice President at Management Planning, Inc.
Industry Financial Services
Experience
Management Planning, Inc.   March 1985 - Present

Education
Penn State University   1978 — 1982
Bachelor's degree, Finance, General

Daniel Kerrigan, CFA Daniel Kerrigan, CFA Greater New York City Area Details
Daniel Kerrigan, CFA's Management Planning, Inc. Experience June 1999 - Present
Job President of Management Planning, Inc.
Industry Financial Services
Experience
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

Gregory Pierzynka Gregory Pierzynka Atlanta, Georgia Details
Gregory Pierzynka's Management Planning, Inc. Experience June 2007 - February 2012
Job Senior Associate Economic and Valuation Services at KPMG
Industry Financial Services
Experience
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

Joseph Monush Joseph Monush Greater New York City Area Details
Joseph Monush's Management Planning, Inc. Experience June 2008 - August 2008
Job Business Development at smartShift Technologies
Industry Information Technology and Services
Experience
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

Stefanie Santaniello Stefanie Santaniello Albuquerque, New Mexico Area Details
Stefanie Santaniello's Management Planning, Inc. Experience August 2010 - December 2011
Job Staff Accountant at Summit Electric Supply
Industry Financial Services
Experience
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

Justin A. Etter, CFA Justin A. Etter, CFA Princeton, New Jersey Details
Justin A. Etter, CFA's Management Planning, Inc. Experience May 2013 - Present
Job Partner at MPI
Industry Financial Services
Experience
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

Daniel D'Amico Daniel D'Amico Greater New York City Area Details
Daniel D'Amico's Management Planning, Inc. Experience June 2003 - April 2005
Job Assistant Controller at Hertz Equipment Rental
Industry Hospital & Health Care
Experience
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

Nicholas DeSousa Nicholas DeSousa Greater New York City Area Details
Nicholas DeSousa's Management Planning, Inc. Experience July 2013 - February 2014
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
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