ORIX Company
Industry: Financial services company
DescriptionOrix Corporation, styled as ORIX, is a financial services group headquartered in Minato, Tokyo, and Osaka, Japan. Orix is a member of the Mitsubishi UFJ Financial Group keiretsu. Headquarters: Minato, Tokyo, Japan CEO: Makoto Inoue (Jan 2014–) Revenue: 2.679 trillion JPY (~ $ 23.6 billion) Subsidiaries: ORIX Auto Corporation, ORIX Bank Corporation,
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ORIX Employees
ADP April 2006 - Present
ADP May 2010 - October 2011
ADP September 2004 - May 2010
CheckFree Corporation May 2004 - April 2006
CheckFree Corporation 2005 - 2006
ORIX 2002 - 2003
Aaron's Rental May 2000 - May 2002
Skills
HRIS, Human Resources, Kronos, Employee Benefits, PeopleSoft, Benefits Administration, Employee Relations, Payroll, Training, ADP Payroll, General Ledger
Education
Troy University 2009 — 2009
Human Resources Management
Morris Brown College 1992 — 1997
BA, English Literature and Language
Morris Brown College
Bachelor, English Language and Literature
Synechron March 2014 - Present
Aurora Loan Services November 2008 - August 2013
First American March 2007 - July 2008
Standard & Poor's 2006 - 2007
Consulting Experience 2006 - October 2006
Aurora Loan Services, A Lehman Brothers Company 2001 - 2006
ORIX June 1998 - October 2001
Skills
Business Analysis, Vendor Management, Project Management, Program Management, Technology leadership, Professional Services, Information Technology, Executive Management, Management, Public Speaking, Budgets, SDLC, IT Strategy, Analytics, Analysis, Strategy, Leadership, Software Development, Process Improvement, Business Process..., Banking, Risk Management, Business Process..., Process Modeling, Loss Mitigation, Invoice Processing, Mortgage Lending, Disaster Recovery, Change Management, Outsourcing, Governance, IT Management, Business Process, Project Portfolio..., Contract Negotiation, Project Planning, Business Intelligence, PMO, Strategic Planning, Portfolio Management, CRM, Systems Analysis, Enterprise Architecture, Integration, Databases, Loan Servicing, Consulting, Finance
Education
University of Denver - Daniels College of Business 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Angelo State University 1992 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ORIX October 2008 - Present
Skills
Structured Finance, Real Estate Financing, Loans, Due Diligence, Loan Origination, Valuation, Mortgage Lending, CMBS, Portfolio Management, Commercial Mortgages, Credit Analysis, Real Estate Economics, Asset Management
Education
University of North Texas 1968 — 1973
M.E.G.A. Media Entertainment December 2012 - Present
Cardinal Concession Inc. 2002 - Present
FSU FILM SCHOOL 2010 - 2012
ORIX 2007 - 2008
Skills
Financial Analysis, Accounting, Analysis, Budgets, Microsoft Excel, Microsoft Office, Negotiation, Strategic Planning, Public Speaking, Social Media, Leadership
Education
Florida State University 2010 — 2012
Master of Fine Arts (M.F.A.), Cinematography and Film/Video Production
Texas Christian University 2002 — 2006
BBA, Finance, Accounting
Looking to have fun January 2015 - Present
Penhall Company April 2004 - December 2014
ORIX June 1984 - June 2001
Skills
Construction Management, Concrete, Construction, Negotiation, Budgets, Contract Negotiation, Sales, Process Scheduler, Heavy Equipment, Change Orders, Contractors, Project Management, Contract Management, Pre-construction
Education
UCSB 1974 — 1976
Bachelor of Arts (BA), Political Science and Government
Happy Moose Juice June 2013 - Present
Fifth Third Securities March 2015 - May 2015
Fifth Third Securities April 2014 - March 2015
Challenger Capital Group August 2013 - April 2014
Challenger Capital Group March 2012 - August 2013
ORIX June 2011 - March 2012
Skills
Valuation, Due Diligence, Investment Banking, Mergers, LBO, DCF, Financial Statement..., Private Placements
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
UNO-Innsbruck International Summer School 2008 — 2008
The McCallie School 2003 — 2006
AT&T February 1997 - Present
Coldwell Banker Honig-Bell May 2014 - Present
DecreaseMyPropertyTaxes.com January 2010 - Present
ORIX 1987 - 1997
ORIX Financial Services 1987 - 1997
Skills
Public Speaking, Strategic Planning, Finance, Financial Analysis, Customer Service, Acting, Accounts Receivable, Microsoft Excel, Outlook, Negotiation, Entertainment, Microsoft Word, PowerPoint, Sales Management, Microsoft Office, Project Management, Contract Negotiation, Film, Real Estate, Credit, Analysis, Portfolio Management, Accounting, Credit Analysis, Management
Education
Northern Illinois University 1999 — 2003
MBA, Finance
Northern Illinois University 1983 — 1987
B.S., Finance, Minor: Economics
Fenton High School 1979 — 1983
General Studies
AppNexus January 2013 - Present
Bridgewater Associates June 2010 - December 2012
Bridgewater Associates December 2006 - May 2010
Association of Trade and Forfaiting in the Americas September 2004 - February 2005
ORIX June 2004 - August 2004
Skills
Asset Managment, Hedge Funds
Education
McGill University 2003 — 2006
Bachelor of Arts (B.A.), Development Economics and International Development
International School of Panama
International School of Panama
ORIX November 2009 - Present
Bank of America April 2002 - June 2009
Measurisk 1999 - 2002
Bankers Trust 1997 - 1999
Education
Columbia University in the City of New York 1998 — 2000
M.A.
The College of Wooster 1993 — 1997
B.A.
La Martiniere
EnLink Midstream January 2015 - Present
Kosmos January 2013 - May 2014
Seminole Energy Services October 2012 - January 2013
Southwest Media Group November 2011 - April 2012
ORIX July 2010 - November 2011
Everyone Counts April 2009 - July 2010
Merrill Lynch August 2005 - February 2009
Merrill Lynch August 2005 - February 2009
London American General Agency July 2004 - August 2005
London American General Agency July 2004 - August 2005
Skills
Event Planning, Customer Service, Microsoft Office, Sales, CRM, Entrepreneurship, Management, Microsoft Excel, Data Entry, PowerPoint, Administrative..., Leadership
Education
San Diego State University-California State University 1999 — 2005
Grossmont College
Performed, music for; Musical Theatre productions
San Diego State University
Music; an emphasis in Vocal Performance
Damco Solutions Inc. June 2010 - Present
IT Integrated Solutions Ltd September 2003 - May 2010
Parallax Technologies Pvt Ltd April 2002 - August 2003
ORIX 2000 - 2002
Skills
Pricing Strategy, Professional Services, IT Outsourcing, Knowledge Management, Account Management, CRM, Strategic Planning, Business Development, SaaS, Vendor Management, Cloud Computing, Business Intelligence, Management, Outsourcing, Business Strategy, Solution Selling, Sales Management, Selling, Direct Sales, Consulting, Sales
Education
Southern New Hampshire University 1998 — 2000
Mahatma Education Society
Aristos Ventures March 2012 - Present
CloudCoreo 2015 - Present
JamKazam 2015 - Present
Nimbix 2014 - Present
ZenCash 2013 - Present
Netsocket 2013 - Present
ORIX May 2011 - February 2012
iMemories 2011 - 2012
GLP Advisors, A Sevin Rosen Funds affliate October 2010 - May 2011
TAC Portfolio Advisors January 2010 - October 2010
Skills
Start-ups, Venture Capital, Corporate Development, Entrepreneurship, Engineering, Management, Mergers & Acquisitions, Mergers, Business Planning, Leadership
Education
Southern Methodist University 1999 — 2002
MBA
Texas Tech University
BS
Retired operations July 2013 - Present
Burns & Co. Inc / REALTORS, The Real Estate Group January 2012 - Present
Baton Rouge LutheranSchool March 2011 - Present
AHMSI March 2009 - May 2010
KeyBank Real Estate Capital December 2006 - December 2008
ORIX March 2000 - December 2006
Morton Plaisance Resweber CPA March 1992 - March 1994
Skills
21 Years Residential..., 9 Years Commercial..., Real Estate Leasing and..., Real Estate, Property Management, Residential, Loans, CMBS, Excel, Word, Portfolio Management, Residential Homes, Loan Servicing
Education
Donaldson Education Services 2011 — 2011
Pre-license Real Estate Requirements, LA Realtor
Donaldson Real Estate Services 1984 — 1984
LA License Real Estate Agent, Real Estate
Louisiana State University 1975 — 1980
BS, Finance
Stabilis Capital Management, LP March 2015 - Present
TEQ Research, LLC July 2013 - Present
Situs June 2014 - March 2015
McLagan 2011 - 2013
MR Westport September 2004 - June 2011
EO Entrepreneurs Organization June 2009 - July 2010
ORIX June 2003 - July 2004
Equilease Financial Services January 2002 - May 2003
Unicapital December 1999 - March 2001
ICON Capital Corp. 1996 - 1998
Skills
Finance, Business Planning, Portfolio Management, Recruiting, Leadership, Financial Services, Management, Relationship Management, Financial Modeling, Investment Banking, Due Diligence, Equities, Capital Markets, Entrepreneurship, Strategic Planning, Alternative Investments, Executive Management, Venture Capital, New Business Development, Private Equity, Hedge Funds, Securities, Structured Finance, Investments, Loans, Valuation, Analytics, Consulting, Restructuring, Asset Management, Banking, Derivatives, Financial Markets, Credit, Asset Managment, Corporate Finance, Fixed Income, Human Resources, Talent Acquisition, Emerging Markets, Risk Management, Incentive Programs, Compensation Strategies, Performance Measurement, Sales Compensation, Key Account..., Business Development
Education
University of Notre Dame 1986 — 1991
BBA
Oldham Goodwin Group, LLC March 2013 - Present
Jones Lang LaSalle August 2012 - March 2013
CBRE May 2006 - August 2012
Avail Consulting September 2005 - May 2006
ORIX September 2004 - August 2005
Skills
Real Estate, Valuation, Real Estate Investment, Dispositions, Underwriting, Appraisal, Brokerage, Leasing, Sale-Leaseback, Net Lease, Portfolio Optimization, Portfolio Management, Capital Markets, Real Estate Transactions, Real Estate Financing, Corporate Real Estate, Real Estate Economics, Disposition, Property, Financial Analysis, Investment Properties, Commercial Real Estate, Appraisals, Land Acquisition, Land Development, Leadership
Education
Texas A&M University 2002 — 2003
Master's, Land Economics and Real Estate
Texas A&M University 1998 — 2002
Bachelor of Science, Economics
Wangard Partners, Inc. October 2011 - Present
FVR Consulting LLC February 2009 - Present
RSM McGladrey October 2010 - January 2011
Quadel Consulting Corporation 2009 - 2010
Kimco Realty Corp April 2004 - January 2009
ORIX September 2001 - March 2004
ORIX Real Estate Equities, Inc. 2001 - 2004
Jones Lang LaSalle April 1999 - August 2001
CIBC 1984 - 1998
Skills
Disposition, Real Estate, Real Estate Development, Due Diligence, Portfolio Management, Insurance, Commercial Real Estate, Real Estate Financing, Private Equity, Financial Modeling, Accounting, Risk Management, Leases
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1990
MBA, Finance
Wabash College 1978 — 1982
BA, Economics
Northrop Grumman Corporation March 2013 - Present
Consultant April 2012 - January 2013
Northrop Grumman Information Systems March 2010 - April 2012
The Grateful Dog March 2009 - November 2009
Circuit City 2008 - 2009
Genworth Financial August 2004 - May 2007
ORIX February 2002 - August 2004
Worldspan 1999 - 2002
Unum 1996 - 1999
Skills
Financial Analysis, Financial Modeling, SEC reporting, Variance Analysis, Scrum, Risk Analysis, Budget Management, Performance Reporting, Forecasting, Budgeting, SOX, Hyperion, Financial Planning, Financial Reporting, Financial Management, Process Improvement, SAP, Mergers, Accounting, Excel, Analysis, Cognos, Essbase, Corporate Finance, Access, Business Analysis, Business Strategy, Microsoft Excel, Budgets, Hyperion Enterprise, SEC filings, Sarbanes-Oxley Act, Managerial Finance, Financial Risk, Business Process, Leadership, ERP, Management, Finance, Strategic Financial..., Business Development, Business Process..., Strategic Planning, Mergers & Acquisitions
Education
Haslam College of Business at the University of Tennessee 1994 — 1996
BS, Business / Accounting
University of Maryland 1991 — 1993
Business / Accounting
RBC Capital Markets 2011 - Present
Credit Agricole CIB 2008 - 2011
ORIX 2006 - 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Leveraged Finance, Portfolio Management, LBO, Financial Analysis, Bloomberg, Financial Structuring, Credit Analysis, DCF Valuation, Business Valuation, Competitive Analysis, Due Diligence, Private Equity
Education
Southern Methodist University - Cox School of Business 2001 — 2006
B.B.A Finance, B.A. Psychology
Wintrust May 2015 - Present
AIG 2006 - May 2015
ORIX 2003 - 2006
GMAC 2003 - 2003
Citigroup 2000 - 2003
Citigroup 1997 - 2000
Citigroup 1992 - 1997
Citigroup 1989 - 1992
Skills
Credit Analysis, Credit, Operations Management, Commercial Lending, Financial Analysis, Loans, InfoLease, Risk Management, Capital Markets, Corporate Finance, Portfolio Management, Finance, Structured Finance, Loan Origination, Lease Documentation
Education
Stephen F. Austin State University 1982 — 1986
BFA
Lake Highlands High School
New York State Teachers’ Retirement System 2011 - 2014
Hercules Technology Growth Capital 2008 - May 2010
MetLife 2006 - 2007
Goldman Sachs Specialty Lending Group 2005 - 2006
ORIX 2001 - 2005
J.P. Morgan Chase 1994 - 2001
Ernst & Young 1989 - 1993
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investments, Portfolio Management, Venture Capital, Capital Markets, Equities, Asset Management, Fixed Income, Mutual Funds, Finance, Structured Finance, Investment Banking, Global Experience, LBO, Start-ups, Strategy, Restructuring, Mergers, Asset Allocation, Funding, Special Situations, Hedge Funds, Divestitures, Capital, Accounting, Valuation, Management, Investment Management, Financial Modeling, Team Building, Middle Market, CRM, Loans, High Yield, Analysis, Financial Structuring, Capital Structure, Credit
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance - Management
Babson College 1985 — 1989
B.S., Accounting
Thomann Asphalt Paving Corp. May 2011 - Present
Visone Construction, Inc. March 2000 - May 2011
ORIX January 1988 - January 1995
Skills
Construction Management, Negotiation, Sales, Public Relations, Leadership Development, Construction, Contractors, Customer Service, Process Scheduler, Inventory Control, Customer Satisfaction, Strategic Planning, Contract Negotiation, Risk Management, Outlook, Pre-construction, Team Building, New Business Development, Contract Management, Budgets, Value Engineering, Change Orders, Sales Management, Inventory Management
Education
Buffalo State College 1977 — 1978
BS Criminal Justice
Manatee Community College 1975 — 1976
Associate of Arts (AA), Art History, Criticism and Conservation
ORIX August 2012 - Present
Apex Clearing Corporation May 2007 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft SQL Server, Oracle Hyperion, OLAP, ETL, Analytics, Automation, Derivatives, Problem Solving, Financial Risk, Business Analysis, Electronic Trading, Equities, Finance, Financial Services, Hedge Funds, Market Data, Options, Relationship Management, Risk Management, SQL, Securities, Trading Systems, Accounting, Banking, Trading, Mutual Funds, Bloomberg Terminal, Hyperion Enterprise, Auditing, Analysis, Equity Trading, FX Options, Fixed Income, Back Office
Education
The University of Texas at Dallas 2002 — 2006
Bachelor of Science (BS), Finance
Real Estate By Design Group January 2004 - Present
Transaction Connections July 2000 - July 2004
ORIX June 1999 - June 2000
Freddie Mac January 1995 - May 1999
Skills
REO, Real Estate, Short Sales, HUD, Relocation, Foreclosures, Sellers, SFR, Residential Homes, Referrals, Sales, Single Family Homes, Investment Properties, Commercial Real Estate, Real Property, Real Estate Transactions, Property, Buyer Representation, Loss Mitigation, New Home Sales, New Homes, Marketing, Brokerage, Agents, Property Management, Selling, Investors
Education
Dallas Baptist University 1997 — 1999
Bachelor of Business Administration (B.B.A.)
Denton High School 1990 — 1992
Denton High School 1990 — 1992
Trey Resources 2014 - Present
AMA Capital Partners 2007 - 2014
ORIX 2006 - 2007
Citigroup 2005 - 2006
Citigroup 2002 - 2005
Skills
Hedge Funds, Private Equity, Portfolio Management, Valuation, Energy, Mergers & Acquisitions, Financial Modeling, Fixed Income, M&A experience, Investment Banking, Equities, Structured Finance, Leveraged Finance, Corporate Finance, Capital Markets, Bloomberg, Business Strategy, LBO, Project Finance
Education
University of Richmond 1998 — 2002
B.S., Business Administration, Accounting
Bank of America March 2007 - Present
Allied Irish Bank February 2004 - February 2007
Orix July 2003 - February 2004
M&I Bank September 2001 - June 2003
National Bank of Canada June 1997 - September 2001
Skills
Asset Based Lending, Financial Analysis, Commercial Banking, Client Relationship..., Banking, Middle Market, Healthcare, Credit Analysis, Underwriting, Portfolio Management, Loans, Commercial Lending, New Business Development, Credit, CRM, Capital Markets, Treasury Management, Small Business Lending, Finance
Education
University of Illinois at Urbana-Champaign 1991 — 1993
MBA, Marketing/International Business
Colby College 1986 — 1990
Bachelor of Arts
University College Cork 1988 — 1989
Junior Year Abroad
ORIX February 2001 - Present
Perot Systems 1990 - 2001
Education
Abilene Christian University
Management and Information Systems
Harvard Business School
Executive Education
Piedmont Office Realty Trust April 2007 - Present
WestWind Capital Partners 2004 - 2007
ORIX 2002 - 2004
Lend Lease 2000 - 2002
Lend Lease 1996 - 2000
Jones and Kolb 1994 - 1996
Louisiana Legislative Auditors 1990 - 1992
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Due Diligence, Risk Management, Valuation, Investments, Budgets, Real Estate Economics, Asset Management, Finance, Commercial Real Estate
Education
University of Georgia - Terry College of Business 1992 — 1993
MAcc, Tax
Louisiana State University 1986 — 1990
BS, Accounting
Citi Private Bank 2006 - Present
Fifth Third Bank 2004 - 2006
ORIX 1999 - 2004
GE Capital 1996 - 1998
Household Finance 1982 - 1995
Skills
LBO, Loans, Commercial Lending, Commercial Banking, Credit, Structured Finance, Middle Market, Securities, Asset Based Lending, Finance, Mergers & Acquisitions, Portfolio Management, Financial Risk, Banking, Credit Analysis, Equities
Education
University of Illinois Chicago 1980 — 1981
MBA CPA, Finance Accountin
University of Illinois at Urbana-Champaign 1975 — 1979
BS, Chemistry
The Peavler Group July 2013 - Present
WAGGT September 2012 - June 2013
Fisher & Phillips November 2011 - September 2012
Jackson Lewis LLP December 2008 - November 2011
ORIX June 2007 - October 2008
City of Dallas February 2004 - June 2007
Skills
Litigation, Civil Litigation, Legal Assistance, Employment Law, Pleadings, Arbitration, Notary Public, Administrative..., Legal Documents, Westlaw, Legal Research, Trials, Litigation Support, Document Review, Courts, Depositions, Lexis, Personal Injury, Document Drafting, Hearings, Mediation, Employment..., Discrimination, Personal Injury...
Education
University of Phoenix 2003 — 2009
Bachelor of Science (B.S.), Accounting and Business/Management
Impact Advisors April 2015 - Present
Catholic Health Services April 2014 - April 2015
Catholic Health Service of Long Island February 2011 - April 2015
Dow Jones & Co. December 2000 - February 2011
ORIX February 2000 - December 2000
Skills
Information Technology, Integration, Project Management, System Administration, Management, Vendor Management, Leadership, Software Documentation, Customer Service, Security, Enterprise Software, Vendor Relationships, Troubleshooting, Process Improvement, Healthcare Information..., Program Management, Active Directory
Education
Capella University
Bachelor's degree, Information Technology
Beren Capital Management August 2013 - Present
Monarch Square, LLC September 2011 - Present
Amshepar Management LLC April 2011 - Present
Wells Fargo Foothill September 2008 - November 2011
ORIX October 2006 - July 2008
EDS October 2005 - October 2006
Skills
Credit Analysis, Financial Reporting, ABS, Bloomberg, CLO, Debt, Loans, Underwriting, Cash Flow Forecasting, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Credit, Capital Markets, Investments, Due Diligence, Risk Management, Equities, Banking, Corporate Finance, Fixed Income, Credit Risk, Cash Flow, Risk, Hedge Funds, Structured Finance, Derivatives, Structuring, Bonds, Securities, Analysis, Business Analysis, Excel, Forecasting, Alternative Investments, Mortgage, CDO, Trading, Asset, Investment Strategies, Capital, Securitization, Valuation, Origination, Financial Markets, Funding, Structured Products, High Yield, Asset Based Lending
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Science, Informatics
ORIX USA Corporation May 2014 - Present
ORIX April 2012 - Present
Raytheon July 2008 - April 2012
The University Of Texas At San Antonio December 2007 - December 2008
Absolute Landscape and Design January 2006 - January 2008
Skills
Business Process..., BPA, Business Process..., Business Process..., K2, Scrum, Software Project..., Enterprise Software, Enterprise Architecture, Cloud Applications, PMP, .NET, SQL, JavaScript, TFS, IIS, MVVM, Windows Azure, Kanban, SDLC
Education
Southern Methodist University
Executive Education
The University of Texas at Dallas
MBA, Strategic Management, 3.8
The University of Texas at San Antonio
Bachelor's Degree, Information Systems
Colorado School of Mines August 2013 - Present
Stanford University November 2011 - August 2013
Sandia National Laboratories October 2009 - October 2011
Orix November 2003 - September 2004
Watson Wyatt Worldwide January 2003 - October 2003
Skills
Applied Mathematics, Scientific Computing, Java, LaTeX, Mathematical Modeling, Numerical Analysis, Machine Learning, Matlab, Algorithms, Fortran, Simulations
Education
Stanford University 2004 — 2009
Ph.D., M.S., Computational and Mathematical Engineering
University of North Texas 2001 — 2002
B.A., Mathematics
ORIX Foundation May 2012 - Present
ORIX September 2007 - Present
Skills
Business Analysis, Customer Relations, Customer Service, Credit, SDLC, Process Improvement, Microsoft Excel, Financial Analysis, Software Documentation, Visio, PowerPoint, Banking, Analysis, Microsoft Office, Microsoft Word, Vendor Management, SQL, SharePoint, Risk Management, Requirements Analysis, Financial Modeling, Change Management, Team Leadership, Data Center, Project Planning, System Administration, CRM, Management, Business Intelligence, Integration, Project Management, Team Management, Software Project..., Financial Reporting, Accounting, Sarbanes-Oxley Act, Agile Methodologies, Capital Markets, Leadership, SSRS, Valuation, Troubleshooting, Testing
Education
The University of Texas at Dallas 2006 — 2008
Bachelor of Applied Science (BASc)
Wills Point High School
High School Diploma
Datascan, LP March 2014 - Present
Questco Inc December 2013 - Present
R2integrated 2012 - Present
ORIX 2011 - Present
Bass Companies 2009 - 2011
Forum Partners 2005 - 2009
CastleArk Management 2000 - 2003
CIVC Partners 1997 - 1999
Merrill Lynch 1995 - 1997
Skills
Private Equity, Hedge Funds, Investment Management, Family Office, Alternative Investments, Valuation, Financial Modeling, Venture Capital, Investments, Investment Banking, Capital Markets, Due Diligence, Corporate Finance, Portfolio Management, Asset Managment
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Business
Stanford University 1991 — 1995
BA, Economics
IMSA
ORIX July 2012 - Present
PwC May 2011 - July 2012
PwC September 2010 - April 2011
PwC September 2007 - August 2010
PwC January 2006 - March 2006
PwC June 2005 - August 2005
NovaStar Financial May 2004 - August 2004
Skills
Finance, Financial Analysis, Mergers, Financial Modeling
Education
Texas A&M University 2002 — 2007
Master of Science (M.S.), Finance, General, 4.0
Texas A&M University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Accounting, 3.96
Klein High School
The Iron Gate Group at United Real Estate, Dallas May 2012 - Present
Ebby Halliday, Realtors October 2010 - May 2012
Prudential Financial January 2002 - March 2005
ORIX 1994 - 2001
Skills
Licensed Real Estate..., East Dallas, Investors, Sellers, Real Estate, Single Family Homes, First Time Home Buyers, Asset Management, REO, Foreclosures, Real Estate Transactions, Investment Properties, Relocation, Real Estate Economics, Buyer Representation, Short Sales, New Home Sales, Listings, Condos, Commercial Real Estate
Education
California State University-San Bernardino - College of Business and Public Administration 1988 — 1991
BA, Finance
Reef Points Advisors May 2007 - Present
Encore Enterprises May 2010 - September 2011
Prime Income Asset Management February 2006 - May 2007
Collegiate Development Services April 2005 - February 2006
ORIX May 2004 - April 2005
Bell Helicopter January 2004 - May 2004
Skills
Financial Analysis, Due Diligence, Financial Modeling, Business Strategy, Team Building, Real Estate, Customer Service, Management, Budgets, Strategic Planning, Microsoft Excel, Contract Negotiation, Finance, Capital Markets, Forecasting
Education
The University of Texas at Arlington 2004 — 2005
MS, Real Estate
The University of Texas at Arlington 2000 — 2004
BBA, Finance - Cum Laude
Microlease (formerly MetricTest) May 2015 - Present
RSI, Inc. March 2014 - Present
Microlease (formerly MetricTest) September 2012 - February 2014
KOW Leasing Co, LLC May 2012 - September 2012
ORIX January 2011 - July 2012
Deloitte May 2008 - February 2011
FTI Consulting November 2007 - May 2008
Deloitte 2003 - 2007
Skills
New Business Development, Economics, Analysis, Research, Budgeting, Forecasting, Strategic Planning, Accounting, Excel, Small Business, Start-ups, Financial Reporting, Business Strategy
Education
The University of Texas at Austin 2002 — 2003
Master in Professional Accounting
Kalamazoo College 1998 — 2002
B.A., Economics, Math
Huron 1994 — 1998
Bank of America April 2011 - Present
Integrative Therapy Concepts, LLC May 2008 - March 2011
Sprint Nextel October 2006 - March 2008
IBM Global Business Services August 2004 - October 2006
Sprint January 2001 - August 2004
IBM Global Services December 1998 - January 2001
ORIX September 1995 - December 1998
Skills
Business Analysis, Project Management, Vendor Management, Financial Analysis, SDLC, Cross-functional Team..., Telecommunications, Analysis, Management, Project Planning, Budgets, Databases, Leadership, Process Improvement, Program Management, Resource Management, Integration, PMP, IT Strategy, PMO, Visio, Project Portfolio..., Business Process..., Business Process, IT Management, Software Project..., Business Intelligence
Education
University of Missouri-Kansas City 1987 — 1989
Bachelor of Arts (B.A.), Education
University of Kansas 1985 — 1987
English Language and Literature, General
University of Denver 1984 — 1985
Comparative Literature
L&B Realty Advisors, LLP August 2014 - Present
Prescott Realty Group September 2013 - August 2014
ORIX June 2011 - August 2013
Skills
Real Estate Investment, Valuation, Financial Modeling, Due Diligence, Capital Markets, Dispositions, Asset Management, Finance, Real Estate Transactions, Real Estate, Disposition, REO, Portfolio Management, Real Estate Economics, Financial Analysis
Education
University of Oklahoma 2006 — 2010
BBA, Finance
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Clearview Regional Medical Center August 2012 - Present
Healthcare Management Associates/ Shands Lake Shore Regional Medical Center August 2010 - August 2012
KnuckleUp Fitness October 2007 - April 2009
SouthStar Funding November 2004 - March 2007
ORIX November 2001 - November 2004
Skills
Excel, Printers, Scanners, Fax, Accounts Payable, Account Reconciliation, Data Entry, Word, PowerPoint, Microsoft Word, Microsoft Excel, ADP Payroll, Auditing, General Ledger
Education
University of Phoenix 2003 — 2007
Bachelor of Science
Southwest Airlines June 2015 - Present
ORIX May 2012 - May 2015
ORIX November 2004 - April 2012
XO Communications (formerly Allegiance Telecom, Inc July 2001 - November 2004
Allegiance Telecom July 2001 - April 2004
Skills
Microsoft CRM, Business Analysis, Documentation, SDLC, Requirements Analysis, Integration, Document Management, Requirements Gathering, Visio, SQL, SharePoint, HTML, Systems Analysis, Troubleshooting, Application Development, Databases, Problem Solving, Change Management, SSRS, Software Project..., Web Development, Team Leadership, PMP, CRM, Microsoft Technologies, Software Documentation, Finance, Enterprise Software, Agile Project Management, SOA, Information Technology, Portfolio Management, Software Implementation, TFS, Software Development, Leadership, SaaS, System Deployment
Education
The University of Texas at Dallas 2004 — 2006
MBA, Management
Texas A&M University 1996 — 2001
BBA, Management Information Systems
The Boston Consulting Group October 2013 - Present
Orix Foundation May 2013 - October 2013
ORIX August 2012 - October 2013
Ernst & Young May 2009 - August 2012
CIS Center for International Studies October 2008 - May 2009
Merrill Lynch September 2008 - December 2008
Raytheon June 2008 - August 2008
Skills
French, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Financial Accounting, Auditing, Corporate Finance, Internal Audit, Valuation, Internal Controls, Finance, Budgets, US GAAP, Sarbanes-Oxley Act, Strategic Financial..., IFRS, Tax, Financial Audits, External Audit, Microsoft Excel, Access, SEC filings, CPA, Consolidation, Managerial Finance
Education
University of Virginia 2009 — 2010
MSA, Accounting
Isenberg School of Management, UMass Amherst 2007 — 2009
BBA, Finance, French
Université Paris Dauphine 2007 — 2008
Study Abroad, Finance
Hofstra University 2005 — 2006
International Business, French
Glacier Lake Capital Advisors 2014 - Present
ORIX 2009 - 2013
Highland Capital Management 2007 - 2008
Credit Suisse 2006 - 2006
CellExchange 2002 - 2005
Cinoni 2000 - 2001
Viant 1998 - 2000
C-Bridge Internet Solutions 1997 - 1998
Skills
Portfolio Management, Investments, Fixed Income, Trading, Investment Management, Investment Strategies, Financial Services, Leadership, Structured Products, Equities, Credit, Valuation, Financial Modeling, Commodity, Private Equity, Capital Markets, Hedge Funds, Asset Management, Alternative Investments, Corporate Finance, Venture Capital, Mergers, Financial Analysis, Structured Finance, Financial Structuring, Bloomberg, Derivatives, Risk Management, Finance, Strategy, Bonds, Corporate Development, Business Strategy, High Yield, Start-ups, Credit Risk, Financial Markets, Analytics, Management Consulting, Leveraged Finance, Management, Investment Banking, Analysis, Due Diligence, LBO, Project Finance, Restructuring, Emerging Markets, Equity Research, Credit Analysis
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Notre Dame 1994 — 1996
M.S.
Indian Institute of Technology, Delhi 1990 — 1994
B.Tech
Don Bosco 1980 — 1990
ORIX October 2010 - Present
Jefferson Wells International February 2009 - September 2010
Ernst & Young December 2006 - January 2009
Skills
Financial Reporting, Financial Analysis, Auditing, Valuation, Accounting, Sarbanes-Oxley, Financial Statements, Revenue Recognition, External Audit, Financial Modeling, Variance Analysis, Due Diligence, Tax, Internal Controls, Sarbanes-Oxley Act, Corporate Finance, Finance, Microsoft Excel, Cash Management, GAAP, Financial Audits, Investments, Financial Accounting, Internal Audit, SEC filings, Management, US GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
Bachelor of Business Administration, Accounting
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
Master of Professional Accounting, Accounting
Armbrust & Brown, L.L.P. July 2013 - Present
Deloitte January 2011 - June 2013
Gunderson Dettmer July 2008 - July 2010
ORIX 2006 - 2008
Skills
Due Diligence, Mergers & Acquisitions, Private Equity, Venture Capital, Corporate Governance, Intellectual Property, Corporate Law, Licensing, Financial Modeling, Corporate Finance, Start-ups, Business Strategy, Valuation, Capital Markets, Litigation, Hedge Funds, Legal Writing, Corporate Development, Restructuring, Legal Research
Education
New York University School of Law 2006 — 2007
LLM, Tax Law/Taxation
University of Wisconsin Law School 2003 — 2006
J.D.
The Johns Hopkins University 1997 — 2001
BS, Mechanical Engineering
East West Bank December 2014 - Present
NewStar Equipment Finance December 2012 - December 2014
Clearview Risk Solutions September 2009 - December 2014
Huron Consulting Group August 2010 - December 2011
BB&T Equipment Finance November 2008 - October 2009
ORIX Commercial Finance April 2006 - May 2008
ORIX 2000 - April 2006
Transamerica Commercial Finance 1998 - 2000
Heller Financial 1992 - 1998
Shaw Industries, Inc. 1988 - 1992
Skills
Portfolio Management, Financial Structuring, Negotiation, Pricing, Financial Services, Leases, Business, Credit Analysis, Structured Finance, Loans, Risk Management, Banking, Due Diligence, Capital Markets, Credit, Management, Financial Analysis, Commercial Lending, Finance, Asset Based Lending, Corporate Finance, Credit Risk, Underwriting, Syndications, Executive Management, Project Finance, Financial Risk, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1986 — 1988
BBA
Young Harris College 1984 — 1986
Revana: Google Program November 2010 - Present
Hot Dogs by GIGI December 2009 - August 2010
LEAF Financial Corporation February 2008 - November 2009
Hewlett-Packard Financial Services October 2002 - October 2006
ORIX July 1984 - November 2000
orix 1986 - 2000
Skills
Digital Marketing, Finance, Sales Management, Business Analysis, Vendor Management, Strategic Planning, Negotiation, Customer Service, Account Management, Process Improvement, Software Documentation, Forecasting, Contract Negotiation, Project Management
Education
California State University-Hayward - School of Business and Economics 1981 — 1984
3 years, Paralegal - AA achieved, BA incomplete
ORIX August 1994 - Present
ORIX USA Corporation August 1994 - Present
Education
University of California, Santa Barbara 1982 — 1986
Solomon Edwards Group 2012 - 2013
Westdale 2012 - 2012
Quantum G&A JV March 2009 - February 2011
TF Stone Companies 2005 - 2008
ORIX 2002 - 2003
Real Estate Capital Partners August 1996 - July 2002
Equitable Grossman Dallas Co. 1980 - 1986
Skills
Budgeting, Cash Management, Real Estate, Property Management, Asset Management, Financial Reporting, Financial Modeling, Due Diligence, Cash Flow, Excel, Financial Accounting, Valuation, Commercial Real Estate, Investments, Finance, Microsoft Excel, Banking, Real Estate Economics, Budgets, Disposition, Leadership, Financial Analysis, Portfolio Management, Acquisitions, Corporate Finance, Analysis, Risk Management, Mergers & Acquisitions, Asset Managment, Accounting, Internal Audit
Education
University of North Texas 1976 — 1978
Triumph Capital Advisors October 2013 - Present
ORIX November 2007 - October 2013
Sanctuary Capital January 2007 - November 2007
PwC 2005 - 2007
Skills
Credit Analysis, Bloomberg, Financial Statement..., Financial Modeling, Accounting
Education
Texas A&M University - Mays Business School 2000 — 2005
BS Accounting; MS Finance, Accounting and Finance
Bank of America November 2010 - Present
Archon Group April 2009 - November 2010
ORIX June 2007 - April 2009
Countrywide January 2006 - June 2007
Fedex Kinko's June 2005 - December 2005
Affiliated Computer Services (ACS) January 2003 - June 2005
Nokia January 2002 - August 2002
Nortel Networks January 2000 - August 2001
Skills
Business Analysis, Project Planning, Software, System Administration, Usability Testing, SharePoint, Visio, Vendor Management, Software Documentation, SQL, SDLC, Process Improvement, Microsoft SQL Server, Requirements Analysis, Testing, Integration, Project Management, Leadership, PMP
Education
The University of Texas at Dallas 2003 — 2007
MS, Accounting and Information Management
Texas A&M University 1995 — 1999
BS, Computer Science
Dunbar HSEP 1991 — 1995
ORIX Financial Services, Inc September 2000 - Present
ORIX 2000 - Present
Transamerica Commercial Corporation July 1998 - September 2000
Heller Financial Services, Inc. September 1992 - July 1998
Education
Mercer University - Stetson School of Business and Economics 1982 — 1985
MBA, Finance
Edinboro University of Pennsylvania 1975 — 1979
Montour High School 1970 — 1975
High School
Element Financial January 2014 - May 2015
Celtic Bank May 2012 - February 2013
Ascendant Capital Group, Inc. February 2012 - January 2013
Coface North American 2009 - July 2011
ORIX September 2002 - January 2004
FinanceTrust, Inc May 2000 - August 2002
Transamerica May 1995 - May 2000
ITT October 1987 - May 1995
GE Capital July 1984 - September 1987
Skills
Corporate Finance, Structured Finance, Fundraising, Credit, Asset Based Lending, Factoring, Credit Analysis, New Business Development, Origination, Capital Markets, Pricing Strategy, Banking, Cash Flow, Commercial Banking, Mergers, Venture Capital
Education
University of North Texas 1979 — 1984
BBA
Fluor November 2014 - Present
Fluor August 2013 - November 2014
Bell Helicopter August 2012 - August 2013
Bell Helicopter March 2012 - August 2012
Bell Helicopter, a Textron Company July 2009 - July 2012
Jacobsen, a Textron Company September 2006 - July 2009
Jacobsen, a Textron Company February 2004 - August 2006
Textron Golf, Turf & Specialty Products September 2001 - January 2004
Textron Financial - Machine Tool Finance Division March 2001 - September 2001
ORIX 2000 - 2001
Skills
PeopleSoft, Access, Business Objects, Excel, PowerPoint, Word, Outlook, Toad for Oracle, OrgPlus, Workscape, SuccessFactors, Kronos, Succession Planning, Compensation, HRIS, Change Management, Performance Management, Data Analysis, SharePoint, Learning Management..., Fatwire, Six Sigma, Deferred Compensation, Process Improvement, Microsoft Excel, Organizational..., Human Resources, Training, Employee Benefits, Recruiting, Taleo, Personnel Management, Leadership, Workforce Planning, Payroll, Program Management, Onboarding, Analysis, Management, Strategy, Benefits Administration, Cross-functional Team...
Education
University of North Carolina at Charlotte 1991 — 1993
BA, Psychology
Wells Fargo Bank July 2011 - Present
Mindspeed April 2009 - July 2011
ORIX 2005 - 2009
Broadcom Corporation 2003 - 2005
Deloitte & Touche 2002 - 2003
Comdisco Ventures 1998 - 1999
Skills
Valuation, Mergers & Acquisitions, Mergers, Corporate Finance, Sarbanes-Oxley Act, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Venture Capital, Capital Markets, Financial Reporting, Due Diligence, Finance, Private Equity, Risk Management, Banking, Start-ups, Strategy, Portfolio Management, Managerial Finance, Cash Management, Forecasting
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of California, Davis
BA, Economics
Seventh Capital May 2013 - Present
ORIX February 2010 - May 2013
Merrill Lynch July 1997 - January 2010
Education
University of Pennsylvania - The Wharton School
Financial Federal Credit Inc. 2002 - 2007
OCAI 1972 - 2001
ORIX Financial Services,Inc. 1972 - 2001
ORIX 1972 - 2001
credit alliance 1972 - 1990
Skills
Loans, Asset Based Lending, Credit Risk, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Finance, Due Diligence, Banking, Commercial Banking, Investments, Portfolio Management, Risk Management, Underwriting, Asset Managment, Real Estate, Mergers, Negotiation, Financial Services, Relationship Management, Asset Management, Commercial Finance, Small Business Lending, Structured Finance, Loan Origination, Creditors' Rights, Secured Transactions, Financial Structuring, Funding, Mergers & Acquisitions
Education
Brooklyn Law School 1951 — 1954
LLB, LLB
CCNY 1947 — 1951
BBA
Thomson Reuters October 2009 - Present
ORIX May 2008 - August 2009
Travis Wolff and Company January 2005 - May 2008
The Men's Wearhouse January 2004 - December 2004
ExxonMobil February 2003 - May 2003
Skills
Tax, Accounting, CPA, Corporate Tax, Income Tax, Tax Returns, OneSource, Tax Preparation, High Net Worth..., State Tax
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2003
Tufts University 1997 — 2001
BA, Econcomis, International Relations, Spanish
Greenhill School 1993 — 1997
High School
Hebrew Academy
IPC Systems, Inc. February 2015 - Present
System One Holdings, LLC January 2000 - June 2014
Primerica May 2006 - September 2008
Hines May 1997 - December 1999
ORIX February 1995 - April 1997
Skills
Temporary Staffing, Personnel Management, Benefits Administration, Accounting, Corporate Finance, HR Policies, Background Checks, Invoicing, Financial Accounting, Financial Services, Resume Writing, New Hire Orientations, Financial Analysis, Financial Statements
Education
Saint Peter's University
B. S. Accounting
Deutsche Asset & Wealth Management January 2006 - Present
Spaulding & Slye 2004 - 2006
ORIX 2001 - 2004
Jones Lang Lasalle 2001 - 2001
Skills
Valuation, Real Estate Economics, Portfolio Management, Investments, Financial Modeling, Due Diligence, Disposition, Asset Managment, Asset Management, Real Estate Transactions, Commercial Real Estate, Financial Analysis
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Real Estate
Northwestern University 1997 — 2001
BA, Economics
Customers Bank May 2015 - Present
EverBank February 2012 - May 2015
AmSafe Bridport September 2008 - February 2012
Equilease Financial Services June 2006 - March 2008
ORIX April 2005 - June 2006
Wells Fargo November 2000 - April 2005
Education
Northern Essex Community College
Business Finance, Accounting
Wells Fargo Bank December 2009 - Present
United States Tennis Association-Georgia December 2008 - Present
ORIX September 2000 - March 2008
ORIX 2002 - April 2006
ORIX Financial Services, Inc. 2000 - April 2002
Transamerica July 1998 - September 2000
Heller Financial August 1992 - July 1998
Chrysler July 1988 - August 1992
Citicorp October 1981 - July 1988
Westinghouse Electric Company September 1979 - October 1981
Skills
Portfolio Management, Finance, Banking, Risk Management, Credit, Loans, Management, Financial Services, Due Diligence, Investments
Education
Mercer University - Stetson School of Business and Economics 1983 — 1985
Master of Business Administration (MBA), Finance, General
Edinboro University of Pennsylvania 1975 — 1979
BS, Economics
Edinboro University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Finance, General
Cedarburg Properties, LLC September 2008 - Present
Siegel-Gallagher July 2002 - September 2008
ORIX September 1999 - June 2002
First Industrial Realty Trust January 1997 - May 1999
Tribune Company December 1995 - December 1997
Arthur Andersen 1993 - 1995
Skills
Disposition, Real Estate Development, Leases, Brokerage, Investment Properties, Commercial Real Estate, Corporate Real Estate, Acquisitions, Property, Investments
Education
The Ohio State University Fisher College of Business 1991 — 1993
MBA, Real Estate, Finance
University of Notre Dame 1985 — 1989
Bachelor's degree, Finance, General
Express Scripts April 2012 - Present
Medco March 2009 - Present
Medco Health Solutions June 2008 - Present
Medco 2000 - 2008
UPS Logistics 1998 - 2000
ORIX August 1996 - January 1998
Skills
Medicare, Healthcare, Product Development, Compliance, Strategic Planning, Medicare Part D, Process Improvement, Product Management, Marketing Strategy, PowerPoint, Microsoft Office, Corporate Communications, Managed Care, Sales, Pharmacy Benefit..., Healthcare Industry, Strategic Communications, Medicaid, Newsletters
Education
Bergen Community College
AA, Finance
AIG June 2008 - Present
SunTrust Bank July 2004 - June 2008
SunTrust Bank January 2003 - June 2004
SunTrust Bank March 2000 - December 2002
ORIX October 1997 - December 1999
Skills
PMP, Pega PRPC, Business Analysis, Business Intelligence, Cognos, Microsoft Office, Visio, Databases, Data Warehousing, Access, Microsoft SQL Server, Crystal Reports, C++, DataFlux
Education
Walden University 2005 — 2007
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
Bus. Admin., Decision Science
Prudential Capital Group February 2007 - Present
GMAC Commercial Finance 2004 - 2007
ORIX 2001 - 2004
Transamerica Finacial Services 1999 - 2001
Textron Financial Corporation 1994 - 1998
Skills
Competitive Analysis, Credit Risk, Asset Based Lending, Finance, Structured Finance, Portfolio Management, Commercial Lending, Capital Markets, Underwriting, Credit, Financial Structuring, Investment Banking, Banking, Financial Modeling, Corporate Finance, Leveraged Finance, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Asset Management, Investments, Hedge Funds, Loans, Credit Analysis, Project Finance, Executive Management, Private Placements, Restructuring, Financial Analysis, Alternative Investments, Commercial Banking, Equities, Venture Capital
Education
Villanova University 1984 — 1985
MBA, Finance
University of Delaware 1978 — 1981
BA, Biology/Chemistry
Washington and Lee University 1976 — 1977
ORIX December 2011 - Present
Archon Group LP (subsidiary of Goldman Sachs) January 2007 - December 2011
Countrywide Financial Corporation August 2004 - August 2007
Skills
Banking, Portfolio Management, Accounting, Asset Management, Loans, Auditing, Bloomberg, Finance, Financial Analysis, Internal Audit, Financial Modeling, Investments, Management, Risk Management, Valuation
Education
TWU 2008 — 2010
MBA, Accounting
University of North Texas 2000 — 2004
Bachelors of Science, Business Computer Information Systems
Plano Senior High School 1998 — 2000
SCHOOL OF MANAGEMENT
Master, Business Administration; Accounting
ORIX October 2012 - Present
MD Anderson Cancer Center August 2013 - Present
Navigating Cancer 2011 - Present
Aesyntix Health 2010 - Present
Bioveda China February 2008 - October 2012
Apollo Health Street August 2008 - September 2011
Prodigy Health Group February 2009 - June 2011
CITIC Pharmaceutical Co., Ltd. February 2008 - December 2010
Cancer Clinics of Excellence, LLC May 2006 - November 2007
Oncology Therapeutics Network June 2003 - November 2007
Skills
Oncology, Strategic Planning, Managed Care, Healthcare Information..., Business Strategy, Start-ups, Pharmaceutical Industry, Medical Devices, Executive Management, Product Management, Business Development, Entrepreneurship, Biotechnology, Mergers, Business Analysis, Business Intelligence, Business Planning, Change Management, Competitive Analysis, Cross-functional Team..., Enterprise Software, Healthcare Consulting, International Business, Leadership, Management, Management Consulting, Mergers, New Business Development, Process Improvement, Product Development, Product Launch, Program Management, Project Management, Strategic Partnerships, Strategy, Venture Capital, Mergers & Acquisitions
Education
University of State of New York Regents 1990 — 1992
BS, Business Administration and Management, General
University of California, Davis 1984 — 1990
Economics and Physics
LKQ Corporation June 2015 - Present
Human Resource Manager at LKQ June 2015 - Present
HRDRACC January 2007 - June 2015
Orix Financial Services January 1994 - June 2006
ORIX 1997 - 2006
Orix Credit Alliance, Inc. 1994 - 2003
Commercial Alliance 1980 - 1985
Commercial Alliance 1970 - 1980
Skills
Change Management, Project Management, Marketing, Portfolio Management, Mergers, Financial Analysis, Training, Employee Relations, Workforce Planning, Management, Recruiting, Restructuring, Leadership, Human Resources, Business Strategy, Finance, Employee Benefits, Risk Management, Business Process..., Budgets, Mergers & Acquisitions, Due Diligence, Strategic Planning, Banking, Strategy, Business Development, Financial Risk, Personnel Management, Financial Services, Process Improvement, Organizational Design, New Business Development, Investments, Benefits Administration, Start-ups, Executive Management, Business Analysis, Business Planning, Vendor Management, Management Consulting
Education
Baruch College, City University of New York (CUNY) 1975 — 1980
BBA, Finance
Columbia Business School
Deloitte August 2007 - Present
Sprint January 2005 - July 2007
Nextel October 1999 - December 2004
E&Y 1996 - 1998
KPMG 1995 - 1996
ORIX 1989 - 1994
GECC 1986 - 1987
Skills
Sarbanes-Oxley Act, Tax, Consolidation, ERP, Internal Controls, Indirect Taxation, Financial Reporting, Financial Analysis, Auditing, Accounting, Tax Accounting, International Tax, SEC filings, US GAAP, Account Reconciliation, GAAP, Income Tax, Cost Accounting, Due Diligence, General Ledger, Finance, PeopleSoft, Big 4, Sales Tax, Financial Modeling, IFRS, Transfer Pricing, Business Process..., Mergers & Acquisitions, Managerial Finance, CPA, Corporate Finance, Variance Analysis, Tax Research, Financial Accounting, Sarbanes-Oxley, Internal Audit, Tax Advisory, Financial Audits, Corporate Tax, Tax Preparation, Hyperion Enterprise
Education
University of Notre Dame - Mendoza College of Business 1976 — 1980
B.B.A., Accounting
People's United Equipment Finance Corp. September 2001 - Present
ORIX June 1999 - September 2001
Skills
Credit, Financial Analysis, Credit Analysis, Underwriting, Transportation, Construction, Portfolio Management, Financial Modeling, Cash Flow, Commercial Lending, Sales, Credit Risk, Loans, Commercial Banking
Education
Northern Illinois University 2008 — 2010
MBA, Business Administration
Roosevelt University 2000 — 2004
BSBA, Accounting
PACCAR Financial May 2015 - Present
PACCAR Financial January 2006 - April 2015
PACCAR Financial August 2004 - December 2005
PACCAR Financial January 1999 - July 2004
PACCAR Financial July 1997 - December 1998
PACCAR Financial September 1995 - July 1997
ORIX August 1994 - August 1995
First Family Finance August 1993 - August 1994
Skills
Finance, Management, Financial Analysis, Credit Analysis, Process Improvement, Sales Management, Forecasting, Credit, Portfolio Management, Loans
Education
Mercer University - Stetson School of Business and Economics 2006 — 2009
MBA, Finance
University of West Georgia 1989 — 1993
BBA, Finance
Triumph Capital Advisors May 2014 - Present
ORIX January 2006 - Present
ORIX 2006 - 2010
Hold Brothers On-line Investment Services, LLC 2001 - 2004
Ernst & Young 2000 - 2001
Deloitte & Touche 1998 - 2000
Skills
Leveraged Finance, Capital Structure, Valuation, Credit Analysis, Capital Markets
Education
Baruch College, City University of New York 2003 — 2005
MS Applied Mathematics
University of Oklahoma - Price College of Business 1994 — 1998
BAC/ BBA, Accounting & Finance
NorthStar Realty Finance June 2006 - Present
ORIX Real Estate Capital, Inc. 2001 - 2006
ORIX 2001 - 2006
ORIX USA 2001 - 2006
Skills
Due Diligence, CMBS, Underwriting, Real Estate Economics, Mergers & Acquisitions, Real Estate Financing, Asset Management, Valuation
Education
University of North Texas 1996 — 2001
BBA, Finance
Ericsson February 2011 - Present
Ericsson November 2009 - February 2011
Nortel February 2009 - November 2009
Nortel February 2006 - February 2009
ORIX September 2003 - February 2006
ORIX June 2002 - September 2003
Skills
Account Reconciliation, Tax, Risk Assessment, Financial Statements, Balance, Inventory Analysis, Accounting
Education
The University of Texas at Austin 1988 — 1993
MPA, Accounting
Wintrust Commercial Finance April 2015 - Present
AIG December 2007 - April 2015
CIT March 2006 - December 2007
CIT May 2004 - March 2006
ORIX January 2002 - May 2004
CitiCapital June 1995 - January 2002
Price Waterhouse January 1993 - June 1995
KPMG Peat Marwick May 1989 - January 1993
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Services, Credit, Credit Analysis, Portfolio Management, Credit Risk, Financial Modeling, Underwriting, Auditing, Risk Management, Commercial Lending, Financial Risk, Loans, Corporate Finance, Banking, Due Diligence, Board of Directors..., Commercial Leasing, Corporate Tax, Cross-border..., Cross-functional Team..., Asset-backed..., US GAAP, Financial Accounting, Management Accounting, Accounting Applications, Management Consulting, Re-engineering Projects, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Forecasting, Internal Controls, Financial Planning
Education
Baylor University - Hankamer School of Business 1984 — 1989
BBA, Accounting and Information Systems
ORIX September 2011 - Present
Assured Guaranty August 2003 - September 2011
Fitch Ratings June 1999 - August 2003
ZA Consulting 1996 - 1997
Skills
Bonds
Education
Temple University - Fox School of Business and Management 1993 — 1996
ORIX January 2003 - July 2007
Technium March 1999 - December 2002
American Way Carrier January 1995 - January 1998
Education
Southern Methodist University 1998 — 1998
Dallas County Community College 1996 — 1998
Cybex International October 2007 - Present
Cybex Capital October 2007 - Present
Main Street Bank May 2006 - October 2007
Cybex International April 2001 - May 2006
Textron Financial October 1999 - October 2000
Transamerica April 1998 - October 1999
ORIX Corporation July 1997 - April 1998
ORIX October 1984 - July 1997
National Association of Federal Credit Unions July 1984 - October 1984
Capital Associates August 1982 - June 1984
Education
Clark College
Business Administration
ORIX USA Corporation April 2013 - Present
ORIX Corporation April 2012 - April 2013
ORIX Corporate Capital January 2010 - April 2012
ORIX April 2007 - December 2009
Deloitte August 2006 - April 2008
Deloitte 2005 - 2008
INCAP Fund 2006 - 2006
Skills
Financial Analysis, Due Diligence, Cash Flow Forecasting, Internal Controls, Valuation, Financial Reporting, Corporate Finance, Accounting, CPA, Financial Modeling, SEC filings, Auditing, GAAP, Sarbanes-Oxley Act, Mergers & Acquisitions, Private Equity, Finance, Credit Analysis, Financial Accounting, US GAAP, Business Valuation
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Strategy
Texas Tech University - Rawls College of Business 2003 — 2005
BBA, Finance, Accounting, General Business
Texas Tech University 2001 — 2003
BBA, Finance & Accounting
University of Texas at Dallas
Capmark SVPBerkadia Commercial FinanceDecember 2009 - Present
ORIX 1997 - 1999
USL Capital (Ford Motor Subsidiary) 1988 - 1997
Washington Mortgage Company 1982 - 1987
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Marketing, Corp. Relations
Yale University 1967 — 1971
B. S., Admin. Sciences
Citigroup June 2006 - Present
Illinois Tool Works August 2002 - February 2006
Accenture August 1995 - May 2002
Acxiom 1990 - 1991
ORIX 1987 - 1989
Skills
Real Estate, Due Diligence, Mergers & Acquisitions, Location Intelligence, Disposition, Real Estate Economics, Project Planning, Asset Management, Facilities Management, Mergers, Asset Managment, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Dispositions, Real Estate Development
Education
Northeastern Illinois University
BA, Psychology / Sociology
University of Pennsylvania - The Wharton School
Real Estate
AxiomSL September 2009 - Present
Royal Bank of Canada - RBC Capital Markets January 2006 - December 2008
BNP PARIBAS SECURITIES CORP July 2005 - January 2006
Academic Sabbatical August 2004 - May 2005
Cantor Fitzgerald May 2004 - August 2004
ORIX May 2001 - April 2004
Skills
Project Management, Business Analysis
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Dual: Finance and Information and Communication Systems
Commerce Bank N.A. - Commerce Bancshares, Inc. August 2005 - Present
GMAC Commercial Finance July 2001 - July 2005
ORIX 1997 - 2001
Heller Financial 1992 - 1997
Skills
Asset Managment, Commercial Lending, Credit Analysis, Aviation, Structured Finance, Asset Based Lending, Transportation Finance
Education
Hofstra University
Bachelor of Applied Science (B.A.Sc.)
NYU Stern School of Business
MBA
ORIX July 2011 - Present
Deloitte & Touche December 2007 - July 2011
Deloitte & Touche September 2000 - December 2007
Skills
SEC filings, Finance, External Audit, Mergers & Acquisitions, CPA, Financial Services, Sarbanes-Oxley Act, Assurance, US GAAP, Internal Controls, Financial Reporting, Financial Analysis, Due Diligence, Auditing, Accounting, GAAP, Sarbanes-Oxley, Corporate Finance, Consolidation, Business Valuation
Education
Texas A&M University 1999 — 2000
M.S., Finance
Texas A&M University 1995 — 1999
B.B.A., Accounting
Pugh Capital Management, Inc. April 2014 - Present
Cardinal Point Capital LLC 2011 - Present
ORIX 2002 - 2009
JP Morgan Chase 2000 - 2002
Skills
Valuation
Education
Brigham Young University
Bachelor of Science, Business Management, Finance, International
Mariner Investment Group, LLC November 2014 - Present
ORIX January 2006 - November 2014
Q Investments January 2003 - December 2005
CBIZ May 1999 - November 2002
Skills
High Yield, Leveraged Finance, Valuation, Loans, Fixed Income, Debt, Bonds, Portfolio Management, Credit, Investments, Bloomberg, CDS, Distressed Debt, Financial Analysis, Credit Analysis, Alternative Investments, Structured Finance
Education
Southern Methodist University 1997 — 1999
MBA
The University of Texas at Austin 1993 — 1994
BA, Economics
Cistercian 1982 — 1989
@properties February 2013 - Present
REDICO March 2010 - March 2013
ORIX August 2006 - March 2009
Prentiss Properties June 2002 - April 2004
Andersen August 2000 - December 2001
Skills
Financial Modeling, Due Diligence, Real Estate Economics, Financial Analysis, Valuation, Disposition, Real Estate Development, Asset Managment, Real Estate, Investments, Acquisitions, Investment Properties, Financial Reporting, Real Estate Transactions, Real Estate License, Residential Investment..., Single Family Homes, Contract Negotiation
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Real Estate & Strategy
University of Pennsylvania - The Wharton School 1996 — 2000
BS Economics, Accounting & Management
YMCA Retirement Fund 2010 - Present
Deloitte & Touche 2003 - 2009
J.H. Cohn LLP 1999 - 2003
Demetrius & Company, L.L.C. 1997 - 1999
ORIX 1993 - 1997
Skills
Internal Audit, Auditing, Internal Controls, Financial Statements, Accounting, Due Diligence
Education
New York University 2012 — 2014
NYU Certificate Program, Portfolio Management
Fairleigh Dickinson University 1990 — 1993
BS, Accounting
Invesco Ltd. February 2005 - Present
ORIX May 2003 - February 2005
Skills
Asset Management, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
The University of Texas at Arlington - College of Business 2003 — 2004
MS, Real Estate
Baylor University - Hankamer School of Business 1998 — 2002
BS, Finance, Real Estate
ORIX USA Corporation April 2014 - Present
ORIX June 2012 - April 2014
Wells Fargo Securities June 2010 - April 2012
The Shaw Group May 2009 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Bloomberg, Economics, Microsoft Excel, Capital Markets
Education
Davidson College 2006 — 2010
BS, Mathematics & Economics
American Heritage
ORIX October 2011 - Present
UT Southwestern Medical Center at Dallas June 2011 - October 2011
Brownlie & Braden, LLC & Cotton Creek Capital Management, LLC May 2010 - March 2011
Spink Shreves June 2008 - February 2010
Carroll Middle School 2007 - 2008
University of Michigan November 2005 - August 2007
Belleville High School 2002 - 2004
Skills
Administrative..., Event Planning, PowerPoint, Office Management, Microsoft Office, Research, Outlook, Microsoft Excel, Microsoft Word, Data Entry, Non-profits, Office Administration, Spreadsheets, Fundraising, Community Outreach, Editing, Event Management, Public Speaking
Education
University of Michigan 2003 — 2005
MA - Mathematics Education
Eastern Michigan University 1999 — 2002
B.A., Mathematics & English
Rosewood Management Corp September 2014 - Present
ORIX July 2012 - August 2014
PricewaterhouseCoopers Dallas, Texas September 2010 - July 2012
PricewaterhouseCoopers, NYC August 2009 - September 2010
New York Women's Foundation May 2008 - August 2008
PricewaterhouseCoopers, NYC January 2008 - March 2008
Ernst & Young, Berlin, Germany May 2006 - August 2006
PricewaterhouseCoopers Dallas, Texas June 2005 - August 2005
Skills
Assurance, Enterprise Risk..., Financial Accounting, Financial Analysis, Financial Audits
Education
Trinity University 2008 — 2009
Masters, Accounting
Trinity University 2004 — 2008
B.S. Accounting, Accounting and Economics
Hockaday
ATCAP Partners March 2015 - Present
KeyBank Real Estate Capital August 2013 - March 2015
Berkadia Commercial Mortgage LLC May 2004 - July 2013
ORIX May 2002 - May 2004
Skills
Real Estate Economics, Real Estate Development, Disposition, Valuation, Asset Management, Brokerage, Portfolio Management, Loans, Real Estate Financing, Due Diligence, Leases, Financial Modeling, Real Estate, Financial Analysis, Asset Managment, Real Estate Transactions, Investments, Property Management, Investment Properties, Negotiation, Underwriting, Capital Markets, REO, Real Estate Due..., Commercial Mortgages, Finance, Appraisals, Investors, Location Intelligence, Commercial Real Estate, Mortgage Underwriting, Mortgage Lending, Commercial Lending, Credit Analysis, CMBS, Acquisitions, Argus Modeling, Dispositions
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
The University of Texas at Arlington - College of Business Administration 2001 — 2005
MBA, Real Estate and Finance
Bank of America Merrill Lynch July 2004 - Present
ORIX 2001 - 2004
Skills
Banking, Strategy, Process Improvement, Project Management, Credit, Financial Analysis, Portfolio Management, Financial Services, Financial Modeling
Education
Southern Illinois University, Carbondale 1998 — 2001
Bachelors, Finance
ORIX USA Corporation April 2014 - Present
ORIX October 2012 - April 2014
Jefferies & Company March 2010 - August 2012
Skills
Financial Modeling, Due Diligence, Financial Analysis, Quantitative Analytics, Investments, Research, Economics, Data Analysis, Microsoft Excel, PowerPoint
Education
Southwestern University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Gunnery 2001 — 2004
High School
Lanier MS 1998 — 2000
Guggenheim Partners April 2013 - Present
Wells Fargo Capital Finance May 2007 - April 2013
ORIX January 2003 - May 2007
Dreman Value Management May 2002 - November 2002
Enron June 2001 - August 2001
Mainstreet Networks May 1999 - August 2000
C3 Communications August 1997 - May 1999
Skills
Alternative Investments, Bonds, Capital Markets, Corporate Finance, Finance, Financial Modeling, Financial Structuring, LBO, Leveraged Finance, Loan Origination, Management, Mergers & Acquisitions, Portfolio Management, Private Equity, Recapitalizations, Valuation, Hedge Funds
Education
Baylor University - Hankamer School of Business 2000 — 2002
MBA / MS Information Systems, Finance
Southwestern University 1993 — 1997
B.A., History
Mercersberg
Silicon Valley Bank July 2013 - Present
Texas Security Bank September 2012 - July 2013
JPMorgan Chase March 2012 - September 2012
ORIX January 2012 - March 2012
ORIX June 2010 - February 2012
Southern Methodist University May 2007 - May 2009
Northwestern Mutual 2008 - 2009
Skills
Excel, Financial Analysis, Financial Reporting, Venture Capital, Venture Finance, Outlook, Word, New Business Development, Business Analysis, Public Speaking, Data Presentation, Group Presentations, Accounting, Banking, Underwriting, Completed Formal Credit..., Portfolio Management, Microsoft Word, Microsoft Excel, Finance, Venture Financing, Financial Modeling, Credit, Private Equity, Credit Analysis, Valuation, Due Diligence, Management, Loans, Leveraged Finance, Investment Banking, Capital Markets, Investments, Bloomberg, Corporate Finance, Mergers & Acquisitions, Commercial Lending, Financial Statement..., Financial Structuring, Asset Management, LBO, Structured Finance, Equities, Business Development, Commercial Banking, Alternative Investments
Education
Southern Methodist University 2005 — 2010
MSA, BBA, BS, Accounting, Finance, Economics
Southern Methodist University
Element Financial Corp October 2011 - Present
ICON Capital Corp. February 2008 - October 2011
GMAC Commercial Finance 2002 - 2004
ORIX 2001 - 2003
GE 1981 - 1984
US Leasing Corp 1978 - 1980
US Leasing Corp 1978 - 1980
Skills
Asset Based Lending, Mergers, Banking, Financial Services, New Business Development, Loans, Finance, Structured Finance, Financial Analysis, Risk Management, Portfolio Management, Corporate Finance, Credit, Restructuring, Executive Management, Mergers & Acquisitions, Commercial Lending, Financial Structuring, Underwriting, Credit Analysis, Investments, Capital Markets
Education
Haddon Heights
Rowan University
Bachelor of Science (BS), Finance, General
ORIX USA Corporation April 2014 - Present
ORIX Foundation May 2013 - Present
ORIX September 2012 - April 2014
ORIX June 2010 - April 2014
Lubbock National Bank June 2008 - May 2009
Skills
Excel, Financial Modeling, Word, Proposal Writing, Venture Capital, Proposal Evaluation, Financial Analysis, Underwriting, Due Diligence, Distressed Debt, Portfolio Management, Microsoft Excel, Workout, Finance, Leveraged Finance, Credit Analysis, Credit, Loans, Analysis, Valuation, Microsoft Word
Education
Texas Tech University - Rawls College of Business 2006 — 2010
BBA, Finance / Accounting
Amarillo High
ORIX March 2012 - Present
ORIX USA Corporation March 2012 - Present
ORIX USA Corporation 2012 - 2015
ORIX USA Corporation 2012 - 2015
Deloitte November 2009 - March 2012
Deloitte February 2008 - May 2008
Ryan June 2007 - August 2007
Skills
Tax, CPA, Tax Accounting, Accounting, International Tax
Education
Texas A&M University 2008 — 2009
MS, Tax
Texas A&M University 2004 — 2008
BS, Accounting
Deloitte September 2014 - Present
Deloitte January 2013 - March 2013
ORIX July 2012 - August 2012
Catholic Charities February 2012 - April 2012
UltraCore May 2011 - July 2011
Core Watchmen Security and Detective Agency March 2009 - July 2009
Skills
Research, Microsoft Word, PowerPoint, QuickBooks, Access, Microsoft Excel, Academic Achievement
Education
Texas Christian University - M.J. Neeley School of Business 2013 — 2014
Master of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting with a Finance Minor
EMCOR Services Aircond October 2006 - August 2011
ORIX May 1999 - June 2006
Kuppenheimer Men's Clothiers May 1985 - July 1995
Education
University of Montevallo 1984 — 1985
Music Drama
Liberty University 1973 — 1974
Music
University of Montevallo 1971 — 1972
Music
LeasePlan USA February 2014 - Present
LeasePlan USA August 2011 - February 2014
LeasePlan USA January 2010 - August 2011
LeasePlan USA 2006 - January 2010
LeasePlan USA 2004 - 2006
ORIX 1999 - 2004
Skills
Organization Skills, Time Management, Documentation, Syndications, Customer Service, Contract Negotiation, Leadership Development, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Negotiation, Sales, Teaching, Teamwork
Education
Kennesaw State University 1990 — 1995
B.S., Secondary Education
Smith, Gambrell & Russell, LLP October 2005 - Present
ORIX 2006 - 2006
Skills
Litigation, Commercial Litigation, Civil Litigation, Courts, Legal Research, Trials, Legal Writing, Litigation Support, Legal Assistance, Contract Negotiation, Personal Injury, Mediation, Appeals, Corporate Law, Due Diligence, Intellectual Property, Pleadings
Education
National Center for Paralegal Training 1999 — 2001
Certificate, Paralegal
Idaho State University
Certificate, Paralegal
Edward Jones March 2009 - September 2011
Omni National Bank March 2005 - September 2008
Wells Fargo Financial April 2004 - March 2005
ORIX September 2002 - April 2004
Citi May 2001 - June 2002
GE Capital February 1996 - May 2001
Education
University of California, Davis
Bachelor's of Science, Agricultural Economics - Managerial
ACRE Capital May 2014 - Present
ORIX May 2007 - November 2013
Skills
CMBS, Loan Servicing, Capital Markets, Valuation, Special Servicing, Asset Management
Education
Texas Tech University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance/Accounting
Lee High School
Lee High School