OFS Management
Address: 540 Madison Ave, New York, NY 10022 Phone: (847) 734-2000Place name: : Hours: Category: : : Website: : : : Website: http://www.ofsmanagement.com/contact/new-york Category: Financial Institution 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. · Own this business?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 OFS Management Posting publicly on the Web Write a review Reviews Be the first to review
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OFS Management Employees
OFS Management September 2014 - Present
William Blair and Company June 2011 - August 2014
William Blair May 2009 - August 2010
Skills
Investment Banking, Financial Modeling, Due Diligence, Capital Markets, Investments, Mergers & Acquisitions, Finance
Education
University of Michigan 2007 — 2011
BS, Economics, Financial Mathematics
New Trier High School 2003 — 2007
OFS Capital Management, LLC March 2014 - Present
OFS Management November 2011 - March 2014
Schneider & Associates LLC July 2011 - October 2011
USPTO June 2010 - August 2010
Skills
Accounting, Financial Modeling, Microsoft Office, Account Reconciliation, Loans, Portfolio Management, Microsoft Excel, Financial Analysis, Leveraged Finance, PowerPoint, Corporate Finance, Tax
Education
Saint Xavier University 2008 — 2011
BBA, Accounting
Saint Xavier University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Northern Illinois University
OFS Management May 2015 - Present
BMO Capital Markets September 2009 - May 2015
American Intercontinental University August 2007 - November 2009
Skills
Investments, Leadership, Nonprofits, Research, Training, Financial Analysis, Interviews, Public Speaking, Access, Risk Management, Analysis, Strategy, Customer Service, Management, Microsoft Office, Marketing, Event Planning, Sales, Project Management, Social Media, Finance, PowerPoint, Account Management
Education
The University of Texas at Austin 2002 — 2006
B.A., Liberal Arts
Pflugerville High School 1998 — 2002
OFS Management March 2014 - Present
Education
University of San Diego
Bachelor of Business Administration (BBA)
OFS Management November 2014 - Present
KPMG US July 2009 - November 2014
Boston University School of Management August 2007 - May 2009
Schneider National November 2005 - July 2007
Skills
Financial Modeling, Quantitative Research, Economic Research, Financial Analysis, Data Analysis, Competitive Analysis, Valuation, Corporate Finance, Business Analysis, DCF, Due Diligence, Analytics, Business Strategy, Bloomberg, Investments, Mergers, Financial Reporting, Strategy, Mergers & Acquisitions
Education
Boston University Questrom School of Business 2007 — 2009
MBA & MSIS, Finance
Central Michigan University 1999 — 2003
BSBA, Management Information Systems
OFS Management July 2012 - Present
The PrivateBank November 2009 - July 2012
State Farm Insurance January 2007 - January 2009
Skills
Credit Analysis, Credit Risk, Economics, Private Equity, Valuation, Financial Structuring, Due Diligence, Leveraged Finance, Leveraged Lending, Relationship Management, Financial Analysis, Financial Modeling, Portfolio Management, LBO, Asset Based Lending, Underwriting, CLO, Structured Finance, Securitization
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance
Quincy Senior High School
High School
Charles Schwab April 2015 - Present
OFS Management December 2010 - April 2015
OFS Management August 2006 - December 2010
Skills
Financial Analysis, Banking, Credit, Investments, Portfolio Management, Loans, Due Diligence, Financial Modeling, Management, Commercial Lending, Corporate Finance, Finance, Capital Markets, Credit Analysis
Education
Olivet Nazarene University 2004 — 2006
Bachelor in Business Administration, Business Administration
OFS Management May 2013 - July 2014
CEDLI 2007 - May 2013
OFSC, Inc. 2004 - 2007
CEDLI 1999 - 2004
CIBC World Markets 1987 - 1998
Skills
Loans, Financial Analysis, Commercial Lending, Credit, Banking, Commercial Banking, Mergers, Portfolio Management, Credit Analysis, Due Diligence, Investments, Strategic Planning, Consumer Lending, Mortgage Lending, Small Business Lending, Corporate Finance, Cash Management, Underwriting, Financial Structuring, Investment Banking, Finance, Mergers & Acquisitions, Funding, Loan Origination, Credit Risk, Executive Management
Education
University of Southern California
B.S., Accounting
University of Houston
M.B.A., Business Administration
OFS Management October 2014 - Present
OFS Management May 2013 - October 2014
Next Realty May 2011 - April 2012
CellTrak Technologies, Inc. May 2009 - June 2011
CellTrak Technologies, Inc. November 2007 - May 2009
Plancon & Associates May 1998 - November 2007
Skills
Healthcare Information..., Software Documentation, Project Management, Quality Assurance, Healthcare, CRM, Public Speaking, Telecommunications, Human Resources, Customer Service, Team Building, Process Improvement, Leadership, Strategic Planning, Analysis, Salesforce.com, Vendor Management, Training, Program Management
Education
Harper College
Business Management
College of DuPage
General Education
OFS Management 2009 - Present
Merrill Lynch 2006 - 2009
Wachovia Securities, LLC 1998 - 2006
Education
Belmont Abbey College 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
OFS Management November 2009 - Present
Bel Brands USA October 2009 - November 2009
L J Soldinger Associates LLC March 2000 - September 2009
Hoerbiger-Origa Corporation January 1998 - February 2000
Southeast University September 1993 - January 1994
Skills
SEC filings, Financial Analysis, Accounting, Auditing, Cash Flow, Finance, Financial Accounting, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 1997
Master
Southeast University 1989 — 1993
Bachelor
New Harbor Capital Management, LP November 2014 - Present
CHS Capital LLC July 2014 - Present
OFS Management June 2013 - July 2014
Conversus Asset Management April 2008 - April 2013
Macquarie Group November 2006 - September 2007
KPMG 2002 - 2006
Skills
Financial Analysis, Valuation, Private Equity, Financial Modeling, US GAAP, Financial Reporting, SEC filings, Bloomberg, Due Diligence, Finance, Investments, CPA, Accounting, Forecasting
Education
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Psychology
OFS Management April 2015 - Present
Morningstar, Inc. May 2013 - March 2015
PTL Capital Management LLC January 2010 - April 2013
Deerfield Capital Management 2000 - 2009
Scudder/Kemper Investments March 1987 - April 2000
First National Bank of Chicago June 1978 - March 1987
Education
DePaul University
MBA, Finance
University of Oklahoma
Bachelor of Business Administration, Finance
U.S. Bank September 2014 - Present
OFS Management November 2013 - September 2014
Deloitte Corporate Finance April 2011 - November 2013
Orchard First Source July 2005 - March 2011
Skills
Financial Analysis, Financial Modeling, Restructuring, Corporate Finance, Divestitures, Financial Advisory, Investment Banking, Capital Markets, Debt, Middle Market, Debt Restructuring
Education
Illinois Wesleyan University 2001 — 2005
BA, Business Administration
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General