Milestone Advisors, LLC
Industry: Company
DescriptionFounded: 2001 Parent organization: Houlihan Lokey
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Milestone Advisors, LLC Employees
Employee
Years
Job
Industry
Kelly Voor Kelly Voor's Milestone Advisors, LLC Experience 2011 - Present
Job Controller at Milestone Advisors, LLC
Industry Management Consulting
Experience
Milestone Advisors, LLC 2011 - Present
Crowe Horwath LLP 1985 - 1988
Skills
Financial Reporting, Internal Controls, GAAP, Accounting, Financial Accounting, Auditing, Financial Analysis, Financial Statements, Tax, Forecasting, Mergers & Acquisitions, Accruals, Payroll, QuickBooks, Budgets, Accounts Receivable, Corporate Finance, Income Tax, Journal Entries
Education
Miami University 1981 — 1985
Bachelor of Science (BS), Accounting
Milestone Advisors, LLC 2011 - Present
Crowe Horwath LLP 1985 - 1988
Skills
Financial Reporting, Internal Controls, GAAP, Accounting, Financial Accounting, Auditing, Financial Analysis, Financial Statements, Tax, Forecasting, Mergers & Acquisitions, Accruals, Payroll, QuickBooks, Budgets, Accounts Receivable, Corporate Finance, Income Tax, Journal Entries
Education
Miami University 1981 — 1985
Bachelor of Science (BS), Accounting
Kate LeGrand Kate LeGrand's Milestone Advisors, LLC Experience June 2010 - August 2011
Job Accountant at Donovan CPAs and Advisors
Industry Accounting
Experience
Donovan CPAs and Advisors January 2014 - Present
Alliance ProAdvisors January 2013 - Present
Martin James Investment and Tax Management August 2011 - April 2012
Milestone Advisors, LLC June 2010 - August 2011
Collina Ventures October 2008 - June 2010
Fredrikson Financial Advisors January 2006 - October 2008
Skills
QuickBooks, Payroll, Income Tax, Financial Statements, Small Business, Entrepreneurship, Financial Accounting, Auditing, Tax, Account Reconciliation, Finance, Cash Flow, Bookkeeping, Corporate Tax, Internal Controls, Accounting, Tax Preparation
Education
Indiana University - Kelley School of Business
University of Kentucky
Bachelor of Business Administration (B.B.A.), Economics/Business Administration
Appalachian State University
Donovan CPAs and Advisors January 2014 - Present
Alliance ProAdvisors January 2013 - Present
Martin James Investment and Tax Management August 2011 - April 2012
Milestone Advisors, LLC June 2010 - August 2011
Collina Ventures October 2008 - June 2010
Fredrikson Financial Advisors January 2006 - October 2008
Skills
QuickBooks, Payroll, Income Tax, Financial Statements, Small Business, Entrepreneurship, Financial Accounting, Auditing, Tax, Account Reconciliation, Finance, Cash Flow, Bookkeeping, Corporate Tax, Internal Controls, Accounting, Tax Preparation
Education
Indiana University - Kelley School of Business
University of Kentucky
Bachelor of Business Administration (B.B.A.), Economics/Business Administration
Appalachian State University
Peggy Germer Tramontana Peggy Germer Tramontana's Milestone Advisors, LLC Experience January 2010 - December 2013
Job Director, Application Services at BlackInk IT
Industry Management Consulting
Experience
BlackInk IT January 2014 - Present
Milestone Advisors, LLC January 2010 - December 2013
Ontario Systems 2006 - 2009
Chemtura, Corp. (formerly Great Lakes Chemical Corp.) 2001 - 2006
Beautyjungle.com 1999 - 2000
Roche Diagnostics 1996 - 1999
Skills
Business Analysis, Project Management, Business Process Mapping, Business Process..., Process Improvement, Leadership, Software Selection, Software Installation, Software Project..., Software Quality..., Integration, SaaS, Quality System, Software Testing Life..., Management, Cross-functional Team..., Consulting, MBA, CPIM, Green Belt
Education
Southern Methodist University - Cox School of Business 1982 — 1987
MBA, Business
Purdue University 1974 — 1978
BS, Mathematics
CKS, BCHS
BlackInk IT January 2014 - Present
Milestone Advisors, LLC January 2010 - December 2013
Ontario Systems 2006 - 2009
Chemtura, Corp. (formerly Great Lakes Chemical Corp.) 2001 - 2006
Beautyjungle.com 1999 - 2000
Roche Diagnostics 1996 - 1999
Skills
Business Analysis, Project Management, Business Process Mapping, Business Process..., Process Improvement, Leadership, Software Selection, Software Installation, Software Project..., Software Quality..., Integration, SaaS, Quality System, Software Testing Life..., Management, Cross-functional Team..., Consulting, MBA, CPIM, Green Belt
Education
Southern Methodist University - Cox School of Business 1982 — 1987
MBA, Business
Purdue University 1974 — 1978
BS, Mathematics
CKS, BCHS
Doug Allgood Doug Allgood's Milestone Advisors, LLC Experience 2009 - December 2013
Job President and CEO at BlackInk IT
Industry Information Technology and Services
Experience
BlackInk IT January 2014 - Present
Milestone Advisors, LLC 2009 - December 2013
Ontario Systems 2006 - 2009
Chemtura Corporation 2004 - 2006
Great Lakes Chemical 1996 - 2004
Boehringer Mannheim Corporation / Roche March 1989 - June 1996
Skills
Strategic Planning, Mergers, Product Development, Leadership, Business Strategy, SAP, Rhythm ERP, Manufacturing, SaaS, Operations Management, Salesforce.com, APICS, ERP Selection, Executive Management, Strategy, Integration, Mergers & Acquisitions, Start-ups, Management, Team Building, Business Development, Entrepreneurship, CRM, Strategic Partnerships, IT Strategy, Contract Negotiation, Process Improvement, Project Management, Business Process..., Product Marketing, Cloud Computing, Competitive Analysis, Program Management, Team Leadership, Vendor Management, ERP, Consulting, Budgets, Business Planning, Management Consulting, Project Planning, Business Analysis, Professional Services, New Business Development, Cross-functional Team..., Business Intelligence, Outsourcing, Enterprise Software, Forecasting, Solution Selling
Education
Taylor University
BS
University of Dayton
BlackInk IT January 2014 - Present
Milestone Advisors, LLC 2009 - December 2013
Ontario Systems 2006 - 2009
Chemtura Corporation 2004 - 2006
Great Lakes Chemical 1996 - 2004
Boehringer Mannheim Corporation / Roche March 1989 - June 1996
Skills
Strategic Planning, Mergers, Product Development, Leadership, Business Strategy, SAP, Rhythm ERP, Manufacturing, SaaS, Operations Management, Salesforce.com, APICS, ERP Selection, Executive Management, Strategy, Integration, Mergers & Acquisitions, Start-ups, Management, Team Building, Business Development, Entrepreneurship, CRM, Strategic Partnerships, IT Strategy, Contract Negotiation, Process Improvement, Project Management, Business Process..., Product Marketing, Cloud Computing, Competitive Analysis, Program Management, Team Leadership, Vendor Management, ERP, Consulting, Budgets, Business Planning, Management Consulting, Project Planning, Business Analysis, Professional Services, New Business Development, Cross-functional Team..., Business Intelligence, Outsourcing, Enterprise Software, Forecasting, Solution Selling
Education
Taylor University
BS
University of Dayton
Glenn Dunlap's Milestone Advisors, LLC Experience August 2003 - December 2011
Job CoFounder at Peerview Data LLC
Industry Management Consulting
Experience
Peerview Data October 2012 - Present
Big League Tours October 2005 - Present
Segue Advisors January 2012 - Present
Milestone Advisors, LLC August 2003 - December 2011
Concord Partners 2000 - 2003
Skills
Digital Marketing, Baseball, Entrepreneurship, Tourism, Start-up Ventures, Business Strategy, Business Planning, Vision Creation, Tour Operators, Music Theory, Start-ups, Strategic Planning, Email Marketing, Marketing, Business Development, Strategy, Management, Brand Development, Marketing Strategy, Marketing Communications, Product Development, New Business Development, Leadership, Lead Generation, Managing Start-ups, Online Advertising, Social Media Marketing, Management Consulting, Online Marketing, Consulting, Training, Analytics, Mergers & Acquisitions, SEO, Small Business, Strategic Partnerships, Executive Management, E-commerce, Financial Modeling, Angel Investing, Corporate Finance, Corporate Development, SaaS, Competitive Analysis, Venture Capital, Capital Raising, Start-up Consulting, Strategic Consulting, CRM, Capital
Education
Ball State University - College of Business 1987 — 1991
B.S., Entrepreneurship and Small Business Management
Madison-Grant High School
Peerview Data October 2012 - Present
Big League Tours October 2005 - Present
Segue Advisors January 2012 - Present
Milestone Advisors, LLC August 2003 - December 2011
Concord Partners 2000 - 2003
Skills
Digital Marketing, Baseball, Entrepreneurship, Tourism, Start-up Ventures, Business Strategy, Business Planning, Vision Creation, Tour Operators, Music Theory, Start-ups, Strategic Planning, Email Marketing, Marketing, Business Development, Strategy, Management, Brand Development, Marketing Strategy, Marketing Communications, Product Development, New Business Development, Leadership, Lead Generation, Managing Start-ups, Online Advertising, Social Media Marketing, Management Consulting, Online Marketing, Consulting, Training, Analytics, Mergers & Acquisitions, SEO, Small Business, Strategic Partnerships, Executive Management, E-commerce, Financial Modeling, Angel Investing, Corporate Finance, Corporate Development, SaaS, Competitive Analysis, Venture Capital, Capital Raising, Start-up Consulting, Strategic Consulting, CRM, Capital
Education
Ball State University - College of Business 1987 — 1991
B.S., Entrepreneurship and Small Business Management
Madison-Grant High School
Philip Mangano's Milestone Advisors, LLC Experience December 2011 - January 2012
Job Accounting Professional at Freddie Mac
Industry Financial Services
Experience
Freddie Mac June 2013 - Present
Northwestern Mutual May 2012 - August 2012
Milestone Advisors LLC December 2011 - January 2012
Kmart/Sears Holdings June 2010 - August 2010
Skills
DCF, International Finance, Financial Modeling, Holistic Financial..., Maintaining Strong..., Microsoft Office, Business Valuation, Bond Pricing, Investments, Investment Banking, Access, Microsoft Excel, Fixed Income, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Finance & Accounting
Freddie Mac June 2013 - Present
Northwestern Mutual May 2012 - August 2012
Milestone Advisors LLC December 2011 - January 2012
Kmart/Sears Holdings June 2010 - August 2010
Skills
DCF, International Finance, Financial Modeling, Holistic Financial..., Maintaining Strong..., Microsoft Office, Business Valuation, Bond Pricing, Investments, Investment Banking, Access, Microsoft Excel, Fixed Income, Accounting
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Finance & Accounting
Laura Miller, CPA's Milestone Advisors, LLC Experience August 2008 - July 2011
Job Senior Accounting Consultant
Industry Accounting
Experience
Various Staffing Agencies September 2015 - Present
Janus Developmental Services, Inc. May 2014 - August 2015
St. Theodore Guerin High School October 2011 - March 2014
Milestone Advisors LLC August 2008 - July 2011
MindGent Healthcare Services LLC July 2006 - April 2007
Franciscan Alliance (Alverno) Information Services November 2002 - June 2004
Franciscan Alliance (Alverno) Information Services February 2000 - November 2002
Franciscan Alliance (Alverno) Information Services April 1998 - February 2000
Skills
QuickBooks, Microsoft Excel, Outlook, Financial Statements, Journal Entries, Budgets, Accruals, Year-end Close, Accounts Payable, Accounting, Account Reconciliation, Invoicing, Accounts Receivable, Bookkeeping, Financial Accounting, Financial Reporting, Fixed Assets, IT Service Management, Strategic Planning, IT Strategy
Education
Purdue University 1993 — 1997
Bachelor of Science, Accounting
Various Staffing Agencies September 2015 - Present
Janus Developmental Services, Inc. May 2014 - August 2015
St. Theodore Guerin High School October 2011 - March 2014
Milestone Advisors LLC August 2008 - July 2011
MindGent Healthcare Services LLC July 2006 - April 2007
Franciscan Alliance (Alverno) Information Services November 2002 - June 2004
Franciscan Alliance (Alverno) Information Services February 2000 - November 2002
Franciscan Alliance (Alverno) Information Services April 1998 - February 2000
Skills
QuickBooks, Microsoft Excel, Outlook, Financial Statements, Journal Entries, Budgets, Accruals, Year-end Close, Accounts Payable, Accounting, Account Reconciliation, Invoicing, Accounts Receivable, Bookkeeping, Financial Accounting, Financial Reporting, Fixed Assets, IT Service Management, Strategic Planning, IT Strategy
Education
Purdue University 1993 — 1997
Bachelor of Science, Accounting
Adam Yohler, CPA's Milestone Advisors, LLC Experience May 2010 - December 2011
Job Audit & Assurance InCharge at Katz, Sapper & Miller
Industry Accounting
Experience
Katz, Sapper & Miller October 2012 - Present
Crowe Horwath LLP January 2012 - September 2012
Milestone Advisors, LLC May 2010 - December 2011
Prairie View Golf Club August 2006 - September 2008
Golf Galaxy July 2005 - August 2006
Skills
US GAAP, Assurance, Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls, GAAP
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Accounting; Business Economics and Public Policy
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Accounting and Business Economics and Public Policy
Katz, Sapper & Miller October 2012 - Present
Crowe Horwath LLP January 2012 - September 2012
Milestone Advisors, LLC May 2010 - December 2011
Prairie View Golf Club August 2006 - September 2008
Golf Galaxy July 2005 - August 2006
Skills
US GAAP, Assurance, Financial Reporting, Financial Analysis, Auditing, Accounting, Internal Controls, GAAP
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Accounting; Business Economics and Public Policy
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Accounting and Business Economics and Public Policy
Larry Pugliese's Milestone Advisors, LLC Experience July 2014 - September 2014
Job Accountant at Alerding CPA Group
Industry Accounting
Experience
Alerding CPA Group September 2014 - Present
Milestone Advisors, LLC July 2014 - September 2014
BKD CPA's & Advisors January 2014 - July 2014
St. Vincent's HealthCare November 2013 - January 2014
Twins Trucking February 2004 - April 2013
Skills
Financial Reporting, Accounting, Transportation, Financial Accounting, Logistics, Accounts Payable, Process Improvement, Financial Analysis, Inventory Management, Operations Management, Tax
Education
Indiana Wesleyan University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Indiana University-Purdue University at Indianapolis 1997 — 2004
Accounting
Alerding CPA Group September 2014 - Present
Milestone Advisors, LLC July 2014 - September 2014
BKD CPA's & Advisors January 2014 - July 2014
St. Vincent's HealthCare November 2013 - January 2014
Twins Trucking February 2004 - April 2013
Skills
Financial Reporting, Accounting, Transportation, Financial Accounting, Logistics, Accounts Payable, Process Improvement, Financial Analysis, Inventory Management, Operations Management, Tax
Education
Indiana Wesleyan University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Indiana University-Purdue University at Indianapolis 1997 — 2004
Accounting
Craig Anderson, CPA, CMA's Milestone Advisors, LLC Experience May 2012 - October 2012
Job Finance | Accounting | Operations
Industry Accounting
Experience
Pretzel's Incorporated October 2012 - Present
Milestone Advisors, LLC May 2012 - October 2012
Virtual Marketing Strategies January 2008 - May 2012
SGI LLC January 2005 - December 2007
SGI LLC September 1999 - January 2005
SGI LLC July 1997 - September 1999
SGI LLC June 1996 - July 1997
SGI LLC January 1995 - July 1996
Clausman & Associates, CPA's and Consultants July 1992 - December 1994
Geo S Olive, CPA's and Consultants January 1989 - July 1992
Skills
Accounting, CRM, Inventory Management, Cost Accounting, Financial Accounting, Warehousing, Forecasting, Budget, ERP, Process Improvement, Financial Reporting, Strategic Planning, Manufacturing, Microsoft Office, Leadership, Budgets, Management, Strategy, Auditing, Finance, Operations Management
Education
Indiana State University - Scott College of Business 1985 — 1988
Bachelor of Science, Accounting
Pretzel's Incorporated October 2012 - Present
Milestone Advisors, LLC May 2012 - October 2012
Virtual Marketing Strategies January 2008 - May 2012
SGI LLC January 2005 - December 2007
SGI LLC September 1999 - January 2005
SGI LLC July 1997 - September 1999
SGI LLC June 1996 - July 1997
SGI LLC January 1995 - July 1996
Clausman & Associates, CPA's and Consultants July 1992 - December 1994
Geo S Olive, CPA's and Consultants January 1989 - July 1992
Skills
Accounting, CRM, Inventory Management, Cost Accounting, Financial Accounting, Warehousing, Forecasting, Budget, ERP, Process Improvement, Financial Reporting, Strategic Planning, Manufacturing, Microsoft Office, Leadership, Budgets, Management, Strategy, Auditing, Finance, Operations Management
Education
Indiana State University - Scott College of Business 1985 — 1988
Bachelor of Science, Accounting
Sarah Loughery, CPA's Milestone Advisors, LLC Experience February 2007 - August 2011
Job Accounting Manager at Elements Financial Federal Credit Union
Industry Banking
Experience
MS Inspection & Logistics, Inc. September 2011 - October 2013
Milestone Advisors, LLC February 2007 - August 2011
Mutual Hospital Services August 2001 - February 2007
Skills
Financial Reporting, Financial Analysis, Budgets, Account Reconciliation, General Ledger, QuickBooks, Financial Modeling, Income Statement, Balance Sheet Review, Accounting
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Science (B.S.), Accounting
MS Inspection & Logistics, Inc. September 2011 - October 2013
Milestone Advisors, LLC February 2007 - August 2011
Mutual Hospital Services August 2001 - February 2007
Skills
Financial Reporting, Financial Analysis, Budgets, Account Reconciliation, General Ledger, QuickBooks, Financial Modeling, Income Statement, Balance Sheet Review, Accounting
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Science (B.S.), Accounting
Jim Schulz's Milestone Advisors, LLC Experience March 2013 - March 2014
Job Partner
Industry Biotechnology
Experience
Upward Focus February 2007 - Present
Naurex, Inc. April 2014 - September 2015
Milestone Advisors, LLC March 2013 - March 2014
Suros Surgical Systems February 2005 - December 2006
Eli Lilly December 1999 - February 2005
Ernst & Young August 1992 - December 1999
Skills
Forecasting, Business Planning, Financial Modeling, Start-ups, Strategic Planning, Budgeting, Financial Analysis, Financial Reporting, Internal Controls, Business Strategy, Auditing, Due Diligence, Medical Devices, Biotechnology, Accounting, Audit, Financial Management, Corporate Finance, Financial Accounting, Venture Capital, Cash Management, Private Equity, Managerial Finance
Education
Indiana University Bloomington 1988 — 1992
BS, Accounting
Upward Focus February 2007 - Present
Naurex, Inc. April 2014 - September 2015
Milestone Advisors, LLC March 2013 - March 2014
Suros Surgical Systems February 2005 - December 2006
Eli Lilly December 1999 - February 2005
Ernst & Young August 1992 - December 1999
Skills
Forecasting, Business Planning, Financial Modeling, Start-ups, Strategic Planning, Budgeting, Financial Analysis, Financial Reporting, Internal Controls, Business Strategy, Auditing, Due Diligence, Medical Devices, Biotechnology, Accounting, Audit, Financial Management, Corporate Finance, Financial Accounting, Venture Capital, Cash Management, Private Equity, Managerial Finance
Education
Indiana University Bloomington 1988 — 1992
BS, Accounting
Brad Milner Brad Milner's Milestone Advisors, LLC Experience March 2005 - December 2007
Job Managing Partner at TechCXO LLC
Industry Management Consulting
Experience
TechCXO November 2009 - Present
The Upside Group January 2008 - October 2009
Milestone Advisors, LLC March 2005 - December 2007
Siebel Systems 2000 - March 2005
OnTarget January 1995 - December 2000
ETI December 1991 - December 1994
Software 2000 October 1990 - December 1991
Dun & Bradstreet Software January 1990 - October 1990
McCormack & Dodge February 1987 - December 1989
Skills
Start-ups, Professional Services, Enterprise Software, SaaS, Sales Enablement, Solution Selling, Business Strategy, Mergers, Strategic Planning, Account Management, Sales Process, Change Management, Executive Management, Strategy, Mergers & Acquisitions, Analytics, Selling, Strategic Partnerships, Management Consulting, Sales, Team Building, Entrepreneurship, Venture Capital, Business Development, Leadership, Cross-functional Team..., Product Management, Sales Management, Cloud Computing, Salesforce.com, Lead Generation, Product Marketing, Management, CRM, Go-to-market Strategy, Acquisition Integration, Consulting, Corporate Development, Turn Around Management, Business Alliances, Venture Financing, Business Planning, New Business Development, Thought Leadership, Channel Partners, P&L Management, Competitive Analysis, Business Intelligence, Strategic Alliances, Complex Sales
Education
Georgia Institute of Technology 1973 — 1977
BSEE, Electrical Engineering
Darlington School
TechCXO November 2009 - Present
The Upside Group January 2008 - October 2009
Milestone Advisors, LLC March 2005 - December 2007
Siebel Systems 2000 - March 2005
OnTarget January 1995 - December 2000
ETI December 1991 - December 1994
Software 2000 October 1990 - December 1991
Dun & Bradstreet Software January 1990 - October 1990
McCormack & Dodge February 1987 - December 1989
Skills
Start-ups, Professional Services, Enterprise Software, SaaS, Sales Enablement, Solution Selling, Business Strategy, Mergers, Strategic Planning, Account Management, Sales Process, Change Management, Executive Management, Strategy, Mergers & Acquisitions, Analytics, Selling, Strategic Partnerships, Management Consulting, Sales, Team Building, Entrepreneurship, Venture Capital, Business Development, Leadership, Cross-functional Team..., Product Management, Sales Management, Cloud Computing, Salesforce.com, Lead Generation, Product Marketing, Management, CRM, Go-to-market Strategy, Acquisition Integration, Consulting, Corporate Development, Turn Around Management, Business Alliances, Venture Financing, Business Planning, New Business Development, Thought Leadership, Channel Partners, P&L Management, Competitive Analysis, Business Intelligence, Strategic Alliances, Complex Sales
Education
Georgia Institute of Technology 1973 — 1977
BSEE, Electrical Engineering
Darlington School
Lou Ann Robinson, MBA's Milestone Advisors, LLC Experience May 2013 - October 2013
Job Accounting/Finance Professional
Industry Accounting
Experience
Creative Financial Staffing (CFS) February 2014 - Present
Milestone Advisors, LLC May 2013 - October 2013
ExactTarget, a Salesforce.com Company February 2009 - May 2013
New Sunshine, LLC October 2007 - January 2009
Electronic Data Systems November 2005 - September 2007
Purdue University North Central October 1995 - May 2005
Skills
Accounting, Financial Reporting, Cash Management, Accounts Receivable, Account Reconciliation, Forecasting, Oracle E-Business Suite, Business Intelligence, General Ledger, Variance Analysis, Revenue Recognition, Financial Analysis, Internal Controls, GAAP, Oracle Financials, Quickbooks, JD Edwards, Finance, Accounts Payable, Financial Accounting
Education
Purdue University - Krannert School of Management 1999 — 2003
MBA, Finance
Purdue University North Central
Bachelors, Accounting
Westville School
Creative Financial Staffing (CFS) February 2014 - Present
Milestone Advisors, LLC May 2013 - October 2013
ExactTarget, a Salesforce.com Company February 2009 - May 2013
New Sunshine, LLC October 2007 - January 2009
Electronic Data Systems November 2005 - September 2007
Purdue University North Central October 1995 - May 2005
Skills
Accounting, Financial Reporting, Cash Management, Accounts Receivable, Account Reconciliation, Forecasting, Oracle E-Business Suite, Business Intelligence, General Ledger, Variance Analysis, Revenue Recognition, Financial Analysis, Internal Controls, GAAP, Oracle Financials, Quickbooks, JD Edwards, Finance, Accounts Payable, Financial Accounting
Education
Purdue University - Krannert School of Management 1999 — 2003
MBA, Finance
Purdue University North Central
Bachelors, Accounting
Westville School
John Dahlgren, PHR's Milestone Advisors, LLC Experience 2008 - 2008
Job Hydraulics and Pneumatics Recruiter Manta Resources (John@mriweb.com 3177734323)
Industry Staffing and Recruiting
Experience
Manta Resources Inc. 2009 - Present
Milestone Advisors, LLC 2008 - 2008
Vector Marketing 2005 - 2007
Skills
Technical Recruiting, Strategic Consulting, Business Strategy, Training & Development, Sales Management, Management Consulting, Recruitment/Retention, Human Development, Human Relations, PHR, Entrepreneurship, Entrepreneurial..., Entrepreneurial Skills, Entrepreneurship..., HR Strategy, Employee/Labor Relations, Employment Law, Employee Benefits, HR Consulting, Personnel Management, Employee Training, Industrial Relations, Executive Search, Talent Acquisition, Recruiting, Applicant Tracking..., SPHR, Talent Management, College Recruiting, Benefits Negotiation, Training, Sourcing, Management, Leadership, Product Development, Sales, Human Resources, Strategic Planning, Team Building
Education
Ball State University - College of Business
Bachelors, Human Resources Management
Ball State University - College of Business
Bachelors, Entrepreneurship
Manta Resources Inc. 2009 - Present
Milestone Advisors, LLC 2008 - 2008
Vector Marketing 2005 - 2007
Skills
Technical Recruiting, Strategic Consulting, Business Strategy, Training & Development, Sales Management, Management Consulting, Recruitment/Retention, Human Development, Human Relations, PHR, Entrepreneurship, Entrepreneurial..., Entrepreneurial Skills, Entrepreneurship..., HR Strategy, Employee/Labor Relations, Employment Law, Employee Benefits, HR Consulting, Personnel Management, Employee Training, Industrial Relations, Executive Search, Talent Acquisition, Recruiting, Applicant Tracking..., SPHR, Talent Management, College Recruiting, Benefits Negotiation, Training, Sourcing, Management, Leadership, Product Development, Sales, Human Resources, Strategic Planning, Team Building
Education
Ball State University - College of Business
Bachelors, Human Resources Management
Ball State University - College of Business
Bachelors, Entrepreneurship
Christopher Olsen's Milestone Advisors, LLC Experience July 2011 - April 2013
Job Managing Partner at Olsen Palmer
Industry Investment Banking
Experience
Olsen Palmer LLC May 2013 - Present
Milestone Advisors, LLC July 2011 - April 2013
Hovde Financial January 2003 - September 2009
First Annapolis Consulting July 2001 - December 2002
Skills
Corporate Finance, Mergers, Investment Banking, Banking, Financial Services, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Private Equity, Due Diligence, Capital Markets, FIG, M&A experience
Education
Columbia University - Columbia Business School
MBA, Finance
The George Washington University
Bba, Finance
Olsen Palmer LLC May 2013 - Present
Milestone Advisors, LLC July 2011 - April 2013
Hovde Financial January 2003 - September 2009
First Annapolis Consulting July 2001 - December 2002
Skills
Corporate Finance, Mergers, Investment Banking, Banking, Financial Services, Financial Modeling, Valuation, Venture Capital, Financial Analysis, Private Equity, Due Diligence, Capital Markets, FIG, M&A experience
Education
Columbia University - Columbia Business School
MBA, Finance
The George Washington University
Bba, Finance
Sarah Loughery's Milestone Advisors, LLC Experience February 2007 - Present
Job Accountant at Milestone Advisors, LLC
Industry Management Consulting
Experience
Milestone Advisors, LLC February 2007 - Present
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Science, Accounting
Milestone Advisors, LLC February 2007 - Present
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Science, Accounting
Jessie Schwer's Milestone Advisors, LLC Experience May 2010 - Present
Job Milestone Advisors, Inc.
Industry Accounting
Experience
Milestone Advisors, LLC May 2010 - Present
Milestone Advisors, Inc. 2010 - Present
Effective Computer Solutions September 2009 - March 2010
Emmis Communications, Indianapolis Radio Division 1985 - 2005
Skills
Accounting, Payroll, Media Relations, Microsoft Excel, Bookkeeping, Financial Accounting, Auditing, Marketing Communications, CRM, Start-ups, Strategic Planning, Marketing, Leadership, Microsoft Office, GAAP, Outlook, Employee Benefits, Financial Analysis, Social Media, Budgets, Mergers & Acquisitions, Financial Reporting, Internal Controls, Public Speaking, Nonprofits, Business Strategy, Corporate Tax, Accounts Receivable, Forecasting, QuickBooks
Education
Indiana University Bloomington 1975 — 1980
BS, Education
Milestone Advisors, LLC May 2010 - Present
Milestone Advisors, Inc. 2010 - Present
Effective Computer Solutions September 2009 - March 2010
Emmis Communications, Indianapolis Radio Division 1985 - 2005
Skills
Accounting, Payroll, Media Relations, Microsoft Excel, Bookkeeping, Financial Accounting, Auditing, Marketing Communications, CRM, Start-ups, Strategic Planning, Marketing, Leadership, Microsoft Office, GAAP, Outlook, Employee Benefits, Financial Analysis, Social Media, Budgets, Mergers & Acquisitions, Financial Reporting, Internal Controls, Public Speaking, Nonprofits, Business Strategy, Corporate Tax, Accounts Receivable, Forecasting, QuickBooks
Education
Indiana University Bloomington 1975 — 1980
BS, Education
Adna Pekmezovic's Milestone Advisors, LLC Experience September 2011 - May 2012
Job Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
George Washington University September 2009 - May 2013
Milestone Advisors, LLC September 2011 - May 2012
FanBridge June 2011 - August 2011
PricewaterhouseCoopers May 2011 - May 2011
Skills
Bloomberg Terminal, Leadership, Financial Modeling, Market Research, Financial Analysis, Data Analysis, Valuation, Economics, Bloomberg, Corporate Finance, Investment Banking, Microsoft Excel, SAS, Capital Markets, Finance, Stata, Due Diligence, Fixed Income, Equities, Investments, Portfolio Management, Desktop Computers
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance, Pre-Medical
Saint Vincent Ferrer High School 2005 — 2009
Bank of America Merrill Lynch July 2013 - Present
George Washington University September 2009 - May 2013
Milestone Advisors, LLC September 2011 - May 2012
FanBridge June 2011 - August 2011
PricewaterhouseCoopers May 2011 - May 2011
Skills
Bloomberg Terminal, Leadership, Financial Modeling, Market Research, Financial Analysis, Data Analysis, Valuation, Economics, Bloomberg, Corporate Finance, Investment Banking, Microsoft Excel, SAS, Capital Markets, Finance, Stata, Due Diligence, Fixed Income, Equities, Investments, Portfolio Management, Desktop Computers
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance, Pre-Medical
Saint Vincent Ferrer High School 2005 — 2009
Barry N. Dickstein's Milestone Advisors, LLC Experience 2002 - 2012
Job Director Financial Institutions Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Houlihan Lokey January 2013 - Present
Comsource Management, Inc. 1988 - Present
Milestone Advisors, LLC 2002 - 2012
The McLean Group 1999 - 2002
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Valuation, Equities, Corporate Finance, Capital Markets, Due Diligence, Corporate Development, Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Maryland College Park 1977 — 1981
Bachelor of Science (B.S.), Finance and Financial Management Services
Kerrie Wincek's Milestone Advisors, LLC Experience 2011 - 2011
Job Financial Consultant
Industry Financial Services
Experience
Foundations Business Advisory Group, LLC 2012 - Present
Segue Advisors, Inc. 2012 - 2012
Milestone Advisors, LLC 2011 - 2011
Regions Bank 1997 - 2011
Arthur Andersen 1993 - 1997
Skills
Commercial Banking, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Credit, Treasury Management, Small Business Lending, Portfolio Management, Loans, Cash Flow, Consumer Lending, Business Advisory
Education
Ball State University 1989 — 1993
Bachelor of Arts (BA), Accounting
Foundations Business Advisory Group, LLC 2012 - Present
Segue Advisors, Inc. 2012 - 2012
Milestone Advisors, LLC 2011 - 2011
Regions Bank 1997 - 2011
Arthur Andersen 1993 - 1997
Skills
Commercial Banking, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Credit, Treasury Management, Small Business Lending, Portfolio Management, Loans, Cash Flow, Consumer Lending, Business Advisory
Education
Ball State University 1989 — 1993
Bachelor of Arts (BA), Accounting
Rob La Rue's Milestone Advisors, LLC Experience June 2010 - August 2010
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Erik N. van Nispen's Milestone Advisors, LLC Experience 2004 - 2005
Job Managing Director
Industry Investment Banking
Experience
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
BMO Capital Markets Corp. 2005 - 2014
Milestone Advisors LLC 2004 - 2005
ABN AMRO Inc. 2000 - 2003
Sandler O'Neill & Partners, L.P. 1998 - 2000
Ryan Beck & Co. 1995 - 1998
Merrill Lynch & Co. 1986 - 1995
Continental Illinois National Bank and Trust Company 1979 - 1986
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA), Finance and Banking
Georgetown University
Bachelor of Arts (B.A.), Economics
Kenneth Haas's Milestone Advisors, LLC Experience March 2004 - September 2004
Job Senior Financial Analyst ALM / Investments
Industry Banking
Experience
TruWest Credit Union May 2012 - Present
First Corporate Credit Union October 2007 - May 2012
R.W. Pressprich & Co. September 2006 - October 2007
SANDERS MORRIS HARRIS INC January 2006 - July 2006
Advest, Inc. October 2004 - June 2005
Milestone Advisors, LLC March 2004 - September 2004
RW Pressprich September 2002 - March 2004
CREDIT SUISSE FIRST BOSTON CORPORATION August 1999 - April 2002
Skills
Investments, Sales, Fixed Income, Finance, Banking, Capital Markets, Leadership, Management, Structured Finance, Equities, Investment Banking, Loans, Strategy
Education
Leonard N. Stern School of Business
Masters of Business Administration, Finance
Lafayette College
Bachelor of Arts, History
TruWest Credit Union May 2012 - Present
First Corporate Credit Union October 2007 - May 2012
R.W. Pressprich & Co. September 2006 - October 2007
SANDERS MORRIS HARRIS INC January 2006 - July 2006
Advest, Inc. October 2004 - June 2005
Milestone Advisors, LLC March 2004 - September 2004
RW Pressprich September 2002 - March 2004
CREDIT SUISSE FIRST BOSTON CORPORATION August 1999 - April 2002
Skills
Investments, Sales, Fixed Income, Finance, Banking, Capital Markets, Leadership, Management, Structured Finance, Equities, Investment Banking, Loans, Strategy
Education
Leonard N. Stern School of Business
Masters of Business Administration, Finance
Lafayette College
Bachelor of Arts, History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY