ORIX USA Corporation
Industry: Financial services company
DescriptionORIX USA is a financial services group established in 1981 in New York City, New York. ORIX USA headquarters moved to 1717 Main St. in Dallas, Texas, in 2003. The company has principal offices in New York; Los Angeles; Columbus, Ohio and Minneapolis, with satellite offices in other cities. Headquarters: Dallas, TX Founded: 1981 Key people: Hideto Nishitani, Chairman, President and CEO Subsidiaries: Red Capital Group, LLC, NXT Capital, LLC, Parent organization: Orix
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ORIX USA Corporation Employees
Employee
Years
Job
Industry
Jarred Mayrosh Jarred Mayrosh's ORIX USA Corporation Experience 2011 - 2014
Job CFO and EVP at PCCI
Industry Hospital & Health Care
Experience
PCCI 2014 - Present
ORIX Foundation 2014 - Present
Innovation and Capital Committee - Dallas Regional Chamber 2014 - Present
ORIX USA Corporation 2011 - 2014
ORIX Capital Markets 2009 - 2014
ORIX Real Estate Capital Inc 2004 - 2009
Lehman Brothers 1997 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting, and Entrepreneurship
The University of Chicago 1993 — 1997
BA, Economics
The University of Paris 1995 — 1996
PCCI 2014 - Present
ORIX Foundation 2014 - Present
Innovation and Capital Committee - Dallas Regional Chamber 2014 - Present
ORIX USA Corporation 2011 - 2014
ORIX Capital Markets 2009 - 2014
ORIX Real Estate Capital Inc 2004 - 2009
Lehman Brothers 1997 - 2002
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA, Finance, Accounting, and Entrepreneurship
The University of Chicago 1993 — 1997
BA, Economics
The University of Paris 1995 — 1996
Elizabeth Bright Elizabeth Bright's ORIX USA Corporation Experience October 2009 - May 2011
Job Investment Associate at Granite Properties
Industry Commercial Real Estate
Experience
Granite Properties October 2012 - Present
Sealy & Company May 2011 - September 2012
ORIX USA Corporation October 2009 - May 2011
Sarofim Realty Advisors July 2007 - July 2009
Skills
Disposition, Asset Managment, Underwriting, Acquisitions, Real Estate Economics, Valuation, Investments, Due Diligence, Financial Modeling, Financial Analysis, CMBS, Real Estate Financing, Asset Management, Finance, Commercial Real Estate, Private Equity, Real Estate Transactions, Real Estate Development, Corporate Finance, Portfolio Management, Mergers, Real Estate
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics / Psychology
Granite Properties October 2012 - Present
Sealy & Company May 2011 - September 2012
ORIX USA Corporation October 2009 - May 2011
Sarofim Realty Advisors July 2007 - July 2009
Skills
Disposition, Asset Managment, Underwriting, Acquisitions, Real Estate Economics, Valuation, Investments, Due Diligence, Financial Modeling, Financial Analysis, CMBS, Real Estate Financing, Asset Management, Finance, Commercial Real Estate, Private Equity, Real Estate Transactions, Real Estate Development, Corporate Finance, Portfolio Management, Mergers, Real Estate
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics / Psychology
EDWARD TIMMONS, CSRP EDWARD TIMMONS, CSRP's ORIX USA Corporation Experience January 1994 - January 2000
Job VP Subrogation
Industry Insurance
Experience
JNA January 2004 - Present
ORIX USA Corporation January 1994 - January 2000
Bank of America January 1992 - January 1994
Bank of America January 1990 - January 1992
US Navy May 1985 - May 1989
Skills
Subrogation, Property & Casualty..., Product Liability, Claims Management, Litigation Management, Claim Investigation, Claims Handling, Claims Investigations, Legal Liability, Workers Compensation, Arbitration, Insurance, Liability, Liability Analysis, Litigation Support, Expert Witness, Large Loss, Risk Management, Settlement, Skip Tracing, Claim, Credit, Casualty, Property Claims, Property Damage, Inland Marine, Accident, Professional Liability, Claims Resolution, Adjustments, Commercial Lines, Xactimate, Reinsurance, Excess, Insurance Law, Homeowners, Commercial Insurance, General Insurance, Workers' Compensation..., Umbrella Insurance, Captives, Employment Practices..., Surety Bonds, Casualty Insurance, Customer Service
Education
Pierce College 2008 — 2012
Associate's degree, Business Administration and Management, General
Glendale Community College 1989 — 1991
Certificate, Business, Management, Marketing, and Related Support Services
Burroughs
JNA January 2004 - Present
ORIX USA Corporation January 1994 - January 2000
Bank of America January 1992 - January 1994
Bank of America January 1990 - January 1992
US Navy May 1985 - May 1989
Skills
Subrogation, Property & Casualty..., Product Liability, Claims Management, Litigation Management, Claim Investigation, Claims Handling, Claims Investigations, Legal Liability, Workers Compensation, Arbitration, Insurance, Liability, Liability Analysis, Litigation Support, Expert Witness, Large Loss, Risk Management, Settlement, Skip Tracing, Claim, Credit, Casualty, Property Claims, Property Damage, Inland Marine, Accident, Professional Liability, Claims Resolution, Adjustments, Commercial Lines, Xactimate, Reinsurance, Excess, Insurance Law, Homeowners, Commercial Insurance, General Insurance, Workers' Compensation..., Umbrella Insurance, Captives, Employment Practices..., Surety Bonds, Casualty Insurance, Customer Service
Education
Pierce College 2008 — 2012
Associate's degree, Business Administration and Management, General
Glendale Community College 1989 — 1991
Certificate, Business, Management, Marketing, and Related Support Services
Burroughs
Michael Cousins Michael Cousins's ORIX USA Corporation Experience 1997 - 2013
Job
Industry Financial Services
Experience
Preston Hollow Capital, LLC January 2014 - Present
ORIX USA Corporation 1997 - 2013
Skills
CPA
Education
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Accounting
Preston Hollow Capital, LLC January 2014 - Present
ORIX USA Corporation 1997 - 2013
Skills
CPA
Education
The University of Texas at Austin 1979 — 1982
Bachelor of Business Administration (BBA), Accounting
Towana R. Woods Towana R. Woods's ORIX USA Corporation Experience June 2001 - November 2005
Job Sr. Paralegal at CoBank, ACB
Industry Banking
Experience
CoBank, ACB July 2014 - Present
SunTrust Bank September 2013 - July 2014
SunTrust Bank (Robert Half Legal Contractor) September 2012 - September 2013
KPMG / SunTrust Bank (Contractor) 2012 - 2012
Robert Half and Aerotek December 2008 - December 2011
Kilpatrick Townsend & Stockton LLP February 2006 - November 2008
ORIX USA Corporation June 2001 - November 2005
Skills
Policy, Legal Writing, Mortgage Lending, Corporate Law, Corporate Governance, Access, Litigation Support, Finance, Intellectual Property, Insurance, Banking, Loans, Management, Analysis, Bankruptcy, Data Analysis, Westlaw, Litigation, Software Documentation, Risk Management, Auditing, Legal Research, Credit, Financial Risk, Outlook
Education
Shorter University 1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services, Cum Laude
Clayton State University 2008 — 2010
ABA approved Paralegal Certification, Paralegal Studies
Shorter University 1999 — 2004
Bachelor's Degree, Business Administration and Management, General, 3.5
CoBank, ACB July 2014 - Present
SunTrust Bank September 2013 - July 2014
SunTrust Bank (Robert Half Legal Contractor) September 2012 - September 2013
KPMG / SunTrust Bank (Contractor) 2012 - 2012
Robert Half and Aerotek December 2008 - December 2011
Kilpatrick Townsend & Stockton LLP February 2006 - November 2008
ORIX USA Corporation June 2001 - November 2005
Skills
Policy, Legal Writing, Mortgage Lending, Corporate Law, Corporate Governance, Access, Litigation Support, Finance, Intellectual Property, Insurance, Banking, Loans, Management, Analysis, Bankruptcy, Data Analysis, Westlaw, Litigation, Software Documentation, Risk Management, Auditing, Legal Research, Credit, Financial Risk, Outlook
Education
Shorter University 1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services, Cum Laude
Clayton State University 2008 — 2010
ABA approved Paralegal Certification, Paralegal Studies
Shorter University 1999 — 2004
Bachelor's Degree, Business Administration and Management, General, 3.5
Stacy Williamson, CPA Stacy Williamson, CPA's ORIX USA Corporation Experience January 2011 - Present
Job Tax Manager at ORIX USA
Industry Accounting
Experience
ORIX USA Corporation January 2011 - Present
KPMG September 2008 - December 2010
Skills
Accounting, Tax, Financial Reporting, Tax Research, Financial Analysis, GAAP, Financial Accounting, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Sarbanes-Oxley, Tax Accounting, Corporate Tax, General Ledger, Due Diligence, Variance Analysis, Internal Audit, Financial Modeling, Finance, Cost Accounting, Income Tax, Tax Advisory, Partnership Taxation, Managerial Finance, Valuation, Corporate Finance, External Audit, Financial Statements, Consolidation, Private Equity, IFRS, Forecasting, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters of Science, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelors, Accounting
ORIX USA Corporation January 2011 - Present
KPMG September 2008 - December 2010
Skills
Accounting, Tax, Financial Reporting, Tax Research, Financial Analysis, GAAP, Financial Accounting, SEC filings, US GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, CPA, Sarbanes-Oxley, Tax Accounting, Corporate Tax, General Ledger, Due Diligence, Variance Analysis, Internal Audit, Financial Modeling, Finance, Cost Accounting, Income Tax, Tax Advisory, Partnership Taxation, Managerial Finance, Valuation, Corporate Finance, External Audit, Financial Statements, Consolidation, Private Equity, IFRS, Forecasting, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2007 — 2008
Masters of Science, Accounting
Texas A&M University - Mays Business School 2003 — 2007
Bachelors, Accounting
Cliff Weiner Cliff Weiner's ORIX USA Corporation Experience August 1997 - January 2014
Job Managing Director at Preston Hollow Capital
Industry Financial Services
Experience
Preston Hollow Capital, LLC January 2014 - Present
Preston Hollow Capital January 2014 - Present
ORIX USA Corporation August 1997 - January 2014
Kidder Peabody and Paine Webber July 1984 - August 1997
Skills
Credit, Fixed Income, Investments, Mergers, Municipal Bonds, Portfolio Management, Strategy, Private Equity, Management, Asset Management, Mergers & Acquisitions, Hedge Funds, Financial Analysis
Education
Duke University - The Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute 1977 — 1981
Bachelor of Science (BS), Physics
Preston Hollow Capital, LLC January 2014 - Present
Preston Hollow Capital January 2014 - Present
ORIX USA Corporation August 1997 - January 2014
Kidder Peabody and Paine Webber July 1984 - August 1997
Skills
Credit, Fixed Income, Investments, Mergers, Municipal Bonds, Portfolio Management, Strategy, Private Equity, Management, Asset Management, Mergers & Acquisitions, Hedge Funds, Financial Analysis
Education
Duke University - The Fuqua School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Worcester Polytechnic Institute 1977 — 1981
Bachelor of Science (BS), Physics
Jordan Heetland's ORIX USA Corporation Experience May 2013 - December 2014
Job Trader at Mariner Investment Group, LLC
Industry Banking
Experience
Mariner Investment Group, LLC (Subsidiary of ORIX Corporate Capital) May 2013 - Present
ORIX USA Corporation May 2013 - December 2014
ORIX USA Corporation June 2012 - May 2013
FDIC June 2010 - January 2012
Student Managed Investment Fund (SMIF) at Texas Tech University August 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Analysis, PowerPoint, Financial Reporting, Accounting, Financial Modeling, Financial Statement..., Microsoft Word, Risk Management, Portfolio Management, Microsoft Office, Corporate Finance, Bloomberg, Valuation, Investments, Credit, Private Equity
Education
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor of Business Administration
Amarillo College 2008 — 2009
Associates of Business
Mariner Investment Group, LLC (Subsidiary of ORIX Corporate Capital) May 2013 - Present
ORIX USA Corporation May 2013 - December 2014
ORIX USA Corporation June 2012 - May 2013
FDIC June 2010 - January 2012
Student Managed Investment Fund (SMIF) at Texas Tech University August 2011 - December 2011
Skills
Financial Analysis, Microsoft Excel, Analysis, PowerPoint, Financial Reporting, Accounting, Financial Modeling, Financial Statement..., Microsoft Word, Risk Management, Portfolio Management, Microsoft Office, Corporate Finance, Bloomberg, Valuation, Investments, Credit, Private Equity
Education
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor of Business Administration
Amarillo College 2008 — 2009
Associates of Business
Shay Lauryn Powell Shay Lauryn Powell's ORIX USA Corporation Experience July 2012 - August 2012
Job Litigation Associate at Munsch Hardt Kopf & Harr, PC
Industry Higher Education
Experience
Munsch Hardt Kopf & Harr, PC September 2014 - Present
Dallas Association of Young Lawyers 2015 - 2015
Bowman and Brooke LLP July 2013 - August 2013
Munsch Hardt Kopf & Harr, P.C. May 2013 - June 2013
Thomson Reuters August 2012 - May 2013
ORIX USA Corporation July 2012 - August 2012
Schmidt & Holmes, LLP May 2012 - August 2012
Judge Martin Hoffman, 68th District Court in Dallas County May 2012 - June 2012
Judge Martin Hoffman, 68th District Court in Dallas County January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Drafting Agreements, Bankruptcy, Legal Assistance, Outlook, Public Speaking, Trial Practice, Commercial Litigation, Microsoft Office
Education
Baylor School of Law 2011 — 2014
Juris Doctorate, General Litigation
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Arts, Psychology, Sociology
Dallas Lutheran
Munsch Hardt Kopf & Harr, PC September 2014 - Present
Dallas Association of Young Lawyers 2015 - 2015
Bowman and Brooke LLP July 2013 - August 2013
Munsch Hardt Kopf & Harr, P.C. May 2013 - June 2013
Thomson Reuters August 2012 - May 2013
ORIX USA Corporation July 2012 - August 2012
Schmidt & Holmes, LLP May 2012 - August 2012
Judge Martin Hoffman, 68th District Court in Dallas County May 2012 - June 2012
Judge Martin Hoffman, 68th District Court in Dallas County January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Civil Litigation, Drafting Agreements, Bankruptcy, Legal Assistance, Outlook, Public Speaking, Trial Practice, Commercial Litigation, Microsoft Office
Education
Baylor School of Law 2011 — 2014
Juris Doctorate, General Litigation
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Arts, Psychology, Sociology
Dallas Lutheran
Jeff Mallery Jeff Mallery's ORIX USA Corporation Experience November 2013 - Present
Job Network Engineer at ORIX USA
Industry Financial Services
Experience
ORIX USA Corporation November 2013 - Present
TXI July 2011 - October 2013
Pavestone Company January 2007 - July 2011
Argus Connection November 2004 - December 2006
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft Exchange, Windows 7, CCNA, Cisco Technologies, SQL, VoIP, Dell OpenManage, Spiceworks, VMware ESX, Cisco Unified..., Cisco Unity Connections..., Cisco Contact Center..., Cisco Contact Center..., Citrix, Citrix XenDesktop, Citrix XenApp, Cisco Call Manager..., Cisco Unity 8.x, VMware View, MPLS, Cisco Security, Cisco Wireless, Cisco Routing &..., Cisco ASA, Cisco VPN, NetApp, Brocade VDX, SIP Trunking, CCNP, Project Management, Network Design, Backup Solutions, AS400 system, Cisco UCS, EDI, Oracle RAC, QoS, MGCP, SCCP
Education
Tarrant County College 2004 — 2010
Associates, Network Security
Tarrant County College
Associates, Network Support
ORIX USA Corporation November 2013 - Present
TXI July 2011 - October 2013
Pavestone Company January 2007 - July 2011
Argus Connection November 2004 - December 2006
Skills
Windows Server, Active Directory, Troubleshooting, Microsoft Exchange, Windows 7, CCNA, Cisco Technologies, SQL, VoIP, Dell OpenManage, Spiceworks, VMware ESX, Cisco Unified..., Cisco Unity Connections..., Cisco Contact Center..., Cisco Contact Center..., Citrix, Citrix XenDesktop, Citrix XenApp, Cisco Call Manager..., Cisco Unity 8.x, VMware View, MPLS, Cisco Security, Cisco Wireless, Cisco Routing &..., Cisco ASA, Cisco VPN, NetApp, Brocade VDX, SIP Trunking, CCNP, Project Management, Network Design, Backup Solutions, AS400 system, Cisco UCS, EDI, Oracle RAC, QoS, MGCP, SCCP
Education
Tarrant County College 2004 — 2010
Associates, Network Security
Tarrant County College
Associates, Network Support
Brian Moroney Brian Moroney's ORIX USA Corporation Experience January 1997 - December 1998
Job Executive Advisor (CEO/CFO)
Industry Computer Software
Experience
LiquaDry, Inc. August 2012 - Present
Sherwood Associates, LLC 2009 - Present
inContact, Inc. 2005 - 2009
ORIX USA Corporation January 1997 - December 1998
TuneUp Masters, Inc 1993 - 1995
Diagnostic Products Corporation 1991 - 1993
GATX Capital Corporation 1989 - 1991
First Interstate Bank 1984 - 1989
United States Army 1978 - 1982
Skills
Mergers, Investor Relations, Management Consulting, Investments, Accounting, Equities, Credit, SOX, Budgeting, Competitive Analysis, Real Estate, Customer Relations, Securities, Automotive, Customer Service, Army, Structured, Corporate Finance, Private Equity, Start-ups, Budgets, Business Development, CRM, Consulting, Corporate Development, Finance, IT Management, Leadership, Management, Mergers, Sarbanes-Oxley Act, Strategic Planning, Strategy, Structured Finance, Team Management, Treasury Management, SaaS, Executive Management, E-commerce, Financial Services, Telecommunications, Mergers & Acquisitions
Education
Harvard Business School 1982 — 1984
MBA
American Technological University 1980 — 1981
MS, Management Systems
Claremont McKenna College 1974 — 1978
BA, Economics/Accounting
LiquaDry, Inc. August 2012 - Present
Sherwood Associates, LLC 2009 - Present
inContact, Inc. 2005 - 2009
ORIX USA Corporation January 1997 - December 1998
TuneUp Masters, Inc 1993 - 1995
Diagnostic Products Corporation 1991 - 1993
GATX Capital Corporation 1989 - 1991
First Interstate Bank 1984 - 1989
United States Army 1978 - 1982
Skills
Mergers, Investor Relations, Management Consulting, Investments, Accounting, Equities, Credit, SOX, Budgeting, Competitive Analysis, Real Estate, Customer Relations, Securities, Automotive, Customer Service, Army, Structured, Corporate Finance, Private Equity, Start-ups, Budgets, Business Development, CRM, Consulting, Corporate Development, Finance, IT Management, Leadership, Management, Mergers, Sarbanes-Oxley Act, Strategic Planning, Strategy, Structured Finance, Team Management, Treasury Management, SaaS, Executive Management, E-commerce, Financial Services, Telecommunications, Mergers & Acquisitions
Education
Harvard Business School 1982 — 1984
MBA
American Technological University 1980 — 1981
MS, Management Systems
Claremont McKenna College 1974 — 1978
BA, Economics/Accounting
Kurt Dennis Kurt Dennis's ORIX USA Corporation Experience 2001 - 2013
Job at
Industry Financial Services
Experience
LMI Capital 2014 - Present
Variant Commercial Real Estate 2013 - 2014
ORIX USA Corporation 2001 - 2013
Hunt Properties 2001 - 2001
CH2M HILL 1995 - 2000
Reed Engineering Group 1994 - 1995
Skills
Asset Management, Disposition, Commercial Real Estate, Valuation, Due Diligence, Real Estate Financing, Dispositions, Portfolio Management, Real Estate, Acquisitions, Brokerage, Investments, Loans, Underwriting, Lease Negotiations, Environmental Due..., CMBS Surveillance, Real Estate Finance
Education
The University of Texas at Arlington
Master's degree, Real Estate
University of Colorado Boulder
Master's degree, Civil/Environmental Engineering
University of Colorado Boulder
Bachelor's degree, Chemistry
LMI Capital 2014 - Present
Variant Commercial Real Estate 2013 - 2014
ORIX USA Corporation 2001 - 2013
Hunt Properties 2001 - 2001
CH2M HILL 1995 - 2000
Reed Engineering Group 1994 - 1995
Skills
Asset Management, Disposition, Commercial Real Estate, Valuation, Due Diligence, Real Estate Financing, Dispositions, Portfolio Management, Real Estate, Acquisitions, Brokerage, Investments, Loans, Underwriting, Lease Negotiations, Environmental Due..., CMBS Surveillance, Real Estate Finance
Education
The University of Texas at Arlington
Master's degree, Real Estate
University of Colorado Boulder
Master's degree, Civil/Environmental Engineering
University of Colorado Boulder
Bachelor's degree, Chemistry
Lawrence Yang Lawrence Yang's ORIX USA Corporation Experience September 2015 - Present
Job Associate Executive Team at ORIX USA Corporation | MBA Candidate NYU Stern
Industry Financial Services
Experience
ORIX USA Corporation September 2015 - Present
7-Eleven July 2012 - August 2015
Republic Property Group May 2011 - June 2012
Goldman Sachs January 2011 - May 2011
Goldman Sachs December 2009 - January 2011
Goldman Sachs March 2008 - December 2009
Skills
Financial Modeling, Portfolio Management, Loans, Business Analysis, Business Management, Banking, Financial Analysis, Financial Reporting, Forecasting, Budgeting, Management, Risk Management, Credit Analysis, People Skills, Team Management, Sales Management, Operations Management, Mergers & Acquisitions, Analysis, Budgets, Finance, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Texas 2000 — 2004
BA, Finance
ORIX USA Corporation September 2015 - Present
7-Eleven July 2012 - August 2015
Republic Property Group May 2011 - June 2012
Goldman Sachs January 2011 - May 2011
Goldman Sachs December 2009 - January 2011
Goldman Sachs March 2008 - December 2009
Skills
Financial Modeling, Portfolio Management, Loans, Business Analysis, Business Management, Banking, Financial Analysis, Financial Reporting, Forecasting, Budgeting, Management, Risk Management, Credit Analysis, People Skills, Team Management, Sales Management, Operations Management, Mergers & Acquisitions, Analysis, Budgets, Finance, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Strategy and Finance
University of North Texas 2000 — 2004
BA, Finance
Cameron Downey, MBA Cameron Downey, MBA's ORIX USA Corporation Experience April 2015 - Present
Job CMBS Analyst at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation April 2015 - Present
Adair Financial Group January 2013 - March 2015
CRU March 2012 - December 2012
Adair Financial Group February 2012 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, Accounting, Financial Modeling, Investments, Strategic Planning, Corporate Finance, Portfolio Management, Equities, English, Finance, Financial Reporting
Education
Duquesne University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.73 GPA
Duquesne University 2007 — 2012
Bachelor of Science Business Administration, Accounting and Finance
ORIX USA Corporation April 2015 - Present
Adair Financial Group January 2013 - March 2015
CRU March 2012 - December 2012
Adair Financial Group February 2012 - December 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, Accounting, Financial Modeling, Investments, Strategic Planning, Corporate Finance, Portfolio Management, Equities, English, Finance, Financial Reporting
Education
Duquesne University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.73 GPA
Duquesne University 2007 — 2012
Bachelor of Science Business Administration, Accounting and Finance
Tom Floyd's ORIX USA Corporation Experience January 2003 - May 2005
Job Vice President at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital August 2013 - Present
Berkadia September 2005 - July 2013
ORIX USA Corporation January 2003 - May 2005
Skills
Asset Management, Due Diligence, cmbs, Special Servicing, Non-performing Loans, Team Leadership, Real Estate Transactions, Commercial Real Estate, Real Estate, CMBS, Underwriting, Portfolio Management, Loan Servicing, Real Estate Financing
Education
Oklahoma State University 1985 — 1989
Bachelor of Science (BS), Accounting
Oklahoma City University
Master of Business Administration (MBA), Business Administration and Management, General
KeyBank Real Estate Capital August 2013 - Present
Berkadia September 2005 - July 2013
ORIX USA Corporation January 2003 - May 2005
Skills
Asset Management, Due Diligence, cmbs, Special Servicing, Non-performing Loans, Team Leadership, Real Estate Transactions, Commercial Real Estate, Real Estate, CMBS, Underwriting, Portfolio Management, Loan Servicing, Real Estate Financing
Education
Oklahoma State University 1985 — 1989
Bachelor of Science (BS), Accounting
Oklahoma City University
Master of Business Administration (MBA), Business Administration and Management, General
Paige Deskin Paige Deskin's ORIX USA Corporation Experience September 2001 - May 2011
Job VP Finance at SWK Holdings Corporation
Industry Investment Management
Experience
SWK Holdings Corporation April 2013 - Present
ORIX USA Corporation September 2001 - May 2011
KPMG US 1999 - 2001
Education
The University of Texas at Austin 1992 — 1996
SWK Holdings Corporation April 2013 - Present
ORIX USA Corporation September 2001 - May 2011
KPMG US 1999 - 2001
Education
The University of Texas at Austin 1992 — 1996
William Cicio William Cicio's ORIX USA Corporation Experience 1995 - 2004
Job Executive Director, JPM Chase Corporate and Investment Banking Treasury
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
Bank Hapoalim June 2005 - October 2011
ORIX USA Corporation 1995 - 2004
Lehman Brothers 1986 - 1995
Skills
Corporate Finance, Financial Markets, Banking, Fixed Income, Capital Markets, Portfolio Management, Treasury Management, Equities
Education
Baruch College 1989 — 1991
Executive MBA, Management / Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Economics
JPMorgan Chase September 2013 - Present
Bank Hapoalim June 2005 - October 2011
ORIX USA Corporation 1995 - 2004
Lehman Brothers 1986 - 1995
Skills
Corporate Finance, Financial Markets, Banking, Fixed Income, Capital Markets, Portfolio Management, Treasury Management, Equities
Education
Baruch College 1989 — 1991
Executive MBA, Management / Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Economics
Scott Tautfest Scott Tautfest's ORIX USA Corporation Experience May 2010 - July 2011
Job Vice President at Hudson Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC July 2012 - June 2015
Hudson Advisors, LLC July 2011 - June 2012
ORIX USA Corporation May 2010 - July 2011
ORIX USA Corporation May 2008 - April 2010
The Staubach Company 2007 - 2008
Skills
Disposition, Due Diligence, Financial Modeling, Real Estate Economics, Valuation, Asset Managment, Investments, Structured Finance, Capital Markets, Private Equity, Asset Management, Portfolio Management, Leases, Real Estate, Customer Satisfaction, Credit, Banking, Mergers & Acquisitions, Financial Analysis, Finance, Corporate Finance, Acquisitions, Dispositions
Education
Texas Christian University 2006 — 2008
Master of Business Administration (MBA)
Texas Tech University 2002 — 2006
Bachelor of Business Administration (BBA)
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC July 2012 - June 2015
Hudson Advisors, LLC July 2011 - June 2012
ORIX USA Corporation May 2010 - July 2011
ORIX USA Corporation May 2008 - April 2010
The Staubach Company 2007 - 2008
Skills
Disposition, Due Diligence, Financial Modeling, Real Estate Economics, Valuation, Asset Managment, Investments, Structured Finance, Capital Markets, Private Equity, Asset Management, Portfolio Management, Leases, Real Estate, Customer Satisfaction, Credit, Banking, Mergers & Acquisitions, Financial Analysis, Finance, Corporate Finance, Acquisitions, Dispositions
Education
Texas Christian University 2006 — 2008
Master of Business Administration (MBA)
Texas Tech University 2002 — 2006
Bachelor of Business Administration (BBA)
Dana Williams PMP Dana Williams PMP's ORIX USA Corporation Experience October 2001 - March 2009
Job Project Manager, Enterprise Project Management Office, PMP at RealPage, Inc.
Industry Hospitality
Experience
RealPage, Inc. November 2014 - Present
TGI Fridays November 2009 - November 2014
Centerline Mortgage Capital Inc. April 2009 - October 2009
ORIX USA Corporation October 2001 - March 2009
Aegon Direct Marketing Services 1990 - 2001
Buck Consultants International 1989 - 1990
Skills
Process Improvement, Strategic Planning, Business Process, Visio, Vendor Management, SharePoint, PMP, Business Analysis, Software Documentation, Sarbanes-Oxley Act, Software Project..., Requirements Analysis, Project Management, SDLC, Budgets, Cross-functional Team..., Management, Information Technology, Business Process..., Training, Integration, Software Development, Leadership, IT Management, Analysis
Education
Texas A&M University 1985 — 1989
Bachelor of Science (B.S.)
RealPage, Inc. November 2014 - Present
TGI Fridays November 2009 - November 2014
Centerline Mortgage Capital Inc. April 2009 - October 2009
ORIX USA Corporation October 2001 - March 2009
Aegon Direct Marketing Services 1990 - 2001
Buck Consultants International 1989 - 1990
Skills
Process Improvement, Strategic Planning, Business Process, Visio, Vendor Management, SharePoint, PMP, Business Analysis, Software Documentation, Sarbanes-Oxley Act, Software Project..., Requirements Analysis, Project Management, SDLC, Budgets, Cross-functional Team..., Management, Information Technology, Business Process..., Training, Integration, Software Development, Leadership, IT Management, Analysis
Education
Texas A&M University 1985 — 1989
Bachelor of Science (B.S.)
Di (Cindy) Jin's ORIX USA Corporation Experience August 2014 - July 2015
Job Analyst at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation August 2014 - July 2015
Illinois Business Consulting February 2014 - May 2014
University of Illinois at Urbana-Champaign December 2013 - February 2014
MSF Practicum Project 2013 - 2014
University of Illinois at Urbana-Champaign January 2012 - May 2013
Ernst & Young July 2012 - August 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Tax, Income Tax, Corporate Finance, Accounting, Risk Management, Finance, Financial Analysis, Financial Modeling, Industry Research, Investments, Financial Statements, Economics, Valuation, Internal Audit, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Science (M.S.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
ORIX USA Corporation August 2014 - July 2015
Illinois Business Consulting February 2014 - May 2014
University of Illinois at Urbana-Champaign December 2013 - February 2014
MSF Practicum Project 2013 - 2014
University of Illinois at Urbana-Champaign January 2012 - May 2013
Ernst & Young July 2012 - August 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Tax, Income Tax, Corporate Finance, Accounting, Risk Management, Finance, Financial Analysis, Financial Modeling, Industry Research, Investments, Financial Statements, Economics, Valuation, Internal Audit, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Science (M.S.), Finance, General
University of Illinois at Urbana-Champaign - College of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Lloyd Cheu Lloyd Cheu's ORIX USA Corporation Experience 1994 - 1996
Job Principal/Owner at COOL Kitchens
Industry Design
Experience
COOL Kitchens 2003 - Present
VitaminShoppe.com 2000 - 2001
Children's Television Workshop 1997 - 1999
Public Financial Management 1996 - 1997
ORIX USA Corporation 1994 - 1996
Skills
Social Media, Interior Design, Architectural Design, Window Treatments, Space-planning, Design Research, Space planning, Concept Development, Public Speaking, Furniture, Interior Architecture, Graphic Design, Residential Design, Architectural Drawings, Green Building, Construction, Strategy, Renovation, Furnishings, Flooring
Education
University of Pennsylvania 1983 — 1997
Bachelor of Arts (B.A.), Architectural Design, Minor in Marketing (Wharton School)
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance & Marketing
COOL Kitchens 2003 - Present
VitaminShoppe.com 2000 - 2001
Children's Television Workshop 1997 - 1999
Public Financial Management 1996 - 1997
ORIX USA Corporation 1994 - 1996
Skills
Social Media, Interior Design, Architectural Design, Window Treatments, Space-planning, Design Research, Space planning, Concept Development, Public Speaking, Furniture, Interior Architecture, Graphic Design, Residential Design, Architectural Drawings, Green Building, Construction, Strategy, Renovation, Furnishings, Flooring
Education
University of Pennsylvania 1983 — 1997
Bachelor of Arts (B.A.), Architectural Design, Minor in Marketing (Wharton School)
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Business Administration (MBA), Finance & Marketing
Courtney Livingstone Courtney Livingstone's ORIX USA Corporation Experience October 2012 - Present
Job Applications Developer at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation October 2012 - Present
Lockheed Martin Aeronautics June 2012 - September 2012
Skills
SQL, Microsoft SQL Server, SSRS, .NET, Business Intelligence, Database Design, C#, Visual Studio, JavaScript, Scrum, Web Applications, TFS, jQuery, AJAX, LINQ, MVC, Web Development, ASP.NET, Silverlight, ASP.NET MVC, JSON
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
ORIX USA Corporation October 2012 - Present
Lockheed Martin Aeronautics June 2012 - September 2012
Skills
SQL, Microsoft SQL Server, SSRS, .NET, Business Intelligence, Database Design, C#, Visual Studio, JavaScript, Scrum, Web Applications, TFS, jQuery, AJAX, LINQ, MVC, Web Development, ASP.NET, Silverlight, ASP.NET MVC, JSON
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Management Information Systems, General
Glenn Rugel Glenn Rugel's ORIX USA Corporation Experience June 2000 - June 2004
Job Sr. Business Consultant at Wall Street Systems
Industry Financial Services
Experience
Wall Street Systems May 2011 - Present
PepsiCo October 2009 - April 2011
Reval.com January 2006 - September 2009
Mercer Human Resource Consulting/ JPMorgan Chase/ ANA/ Marsh & McLennan July 2004 - December 2005
ORIX USA Corporation June 2000 - June 2004
Skills
Treasury, Sarbanes-Oxley Act, Treasury Management, Derivatives, Accounting, Financial Reporting, FX Options, Corporate Finance, Banking, Finance, Risk Management
Education
Penn State University 1983 — 1987
BS, Finance
Wall Street Systems May 2011 - Present
PepsiCo October 2009 - April 2011
Reval.com January 2006 - September 2009
Mercer Human Resource Consulting/ JPMorgan Chase/ ANA/ Marsh & McLennan July 2004 - December 2005
ORIX USA Corporation June 2000 - June 2004
Skills
Treasury, Sarbanes-Oxley Act, Treasury Management, Derivatives, Accounting, Financial Reporting, FX Options, Corporate Finance, Banking, Finance, Risk Management
Education
Penn State University 1983 — 1987
BS, Finance
Amanda Goldrick Amanda Goldrick's ORIX USA Corporation Experience May 2008 - October 2012
Job Senior Asset Manager & Controller at DMG Special Servicing Group, LLC
Industry Financial Services
Experience
DMG Special Servicing Group, LLC October 2012 - Present
ORIX USA Corporation May 2008 - October 2012
Skills
Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Due Diligence, Financial Modeling, Analysis, GAAP, US GAAP, Accounting, Risk Management, Process Improvement, Financial Statements, Valuation, Asset Management, Tax, External Audit, Variance Analysis, Loan Servicing, Underwriting
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Accounting
DMG Special Servicing Group, LLC October 2012 - Present
ORIX USA Corporation May 2008 - October 2012
Skills
Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Financial Analysis, Internal Controls, Auditing, Financial Accounting, Due Diligence, Financial Modeling, Analysis, GAAP, US GAAP, Accounting, Risk Management, Process Improvement, Financial Statements, Valuation, Asset Management, Tax, External Audit, Variance Analysis, Loan Servicing, Underwriting
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Accounting
Chris Howey Chris Howey's ORIX USA Corporation Experience January 2010 - May 2011
Job Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2014 - Present
Trinsic Group June 2013 - Present
McCombs School of Business July 2011 - May 2013
SunTx Capital Partners June 2012 - August 2012
ORIX USA Corporation January 2010 - May 2011
ORIX USA Corporation July 2007 - January 2010
Skills
Financial Modeling, Investments, Marketing Strategy, Valuation
Education
The University of Texas at Austin 2011 — 2013
MBA
Southern Methodist University 2003 — 2007
BBA Finance, BA Spanish, Cum Laude
Jesuit College Preparatory 1999 — 2003
RBC Capital Markets July 2014 - Present
Trinsic Group June 2013 - Present
McCombs School of Business July 2011 - May 2013
SunTx Capital Partners June 2012 - August 2012
ORIX USA Corporation January 2010 - May 2011
ORIX USA Corporation July 2007 - January 2010
Skills
Financial Modeling, Investments, Marketing Strategy, Valuation
Education
The University of Texas at Austin 2011 — 2013
MBA
Southern Methodist University 2003 — 2007
BBA Finance, BA Spanish, Cum Laude
Jesuit College Preparatory 1999 — 2003
Shawna Yeap's ORIX USA Corporation Experience March 2014 - Present
Job Escrow Analyst at ORIX USA Corporation
Industry Real Estate
Experience
ORIX USA Corporation March 2014 - Present
CoreLogic November 2012 - January 2014
CoreLogic May 2011 - November 2012
Saxon Mortgage January 2010 - May 2011
CoreLogic April 2008 - January 2010
Skills
Risk Management, Evictions, Bankruptcy, Foreclosures, Loss Mitigation, Loan Origination, Underwriting, Deed in Lieu, Redemption, Home Inspections, Mold Remediation, Mold Inspections, Bids, Appraisals, HAMP, Modifications, Litigation, Criminal Law, Real Estate, Real Estate Financing, Investment Properties, Mortgage Lending, Loans, Portfolio Management, REO, Credit, Real Estate Transactions, Refinance, Short Sales, Residential Mortgages, Title Insurance, Quality Assurance, Notary Public, Loan Servicing, Mortgage Underwriting, BPO, FHA, Mortgage Banking, Property, Mortgage Servicing, Call Centers, Management, Default, Investors, Asset Management, Loan Modifications
Education
University of North Texas 2012 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of North Texas 2011 — 2013
Finance, Business Administration and Management, General
Texas Weslayen
Doctor of Law (J.D.), Law
ORIX USA Corporation March 2014 - Present
CoreLogic November 2012 - January 2014
CoreLogic May 2011 - November 2012
Saxon Mortgage January 2010 - May 2011
CoreLogic April 2008 - January 2010
Skills
Risk Management, Evictions, Bankruptcy, Foreclosures, Loss Mitigation, Loan Origination, Underwriting, Deed in Lieu, Redemption, Home Inspections, Mold Remediation, Mold Inspections, Bids, Appraisals, HAMP, Modifications, Litigation, Criminal Law, Real Estate, Real Estate Financing, Investment Properties, Mortgage Lending, Loans, Portfolio Management, REO, Credit, Real Estate Transactions, Refinance, Short Sales, Residential Mortgages, Title Insurance, Quality Assurance, Notary Public, Loan Servicing, Mortgage Underwriting, BPO, FHA, Mortgage Banking, Property, Mortgage Servicing, Call Centers, Management, Default, Investors, Asset Management, Loan Modifications
Education
University of North Texas 2012 — 2013
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
University of North Texas 2011 — 2013
Finance, Business Administration and Management, General
Texas Weslayen
Doctor of Law (J.D.), Law
Jerrold H Abrahams Jerrold H Abrahams's ORIX USA Corporation Experience April 2013 - Present
Job Director at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation April 2013 - Present
Captona Partners March 2012 - April 2013
Citi July 1992 - March 2012
Skills
Bonds, Investment Banking, Derivatives, Structured Finance, Fixed Income, Financial Modeling, Public Finance, Financial Structuring, Project Finance, Alternative Investments, Renewable Energy, Management, Valuation, Investments, Asset Management, Securities, Equities
Education
Columbia Business School
MBA, Finance
NYU
NYU
New York University
New York University
Washington University in St. Louis
BS, Economics
ORIX USA Corporation April 2013 - Present
Captona Partners March 2012 - April 2013
Citi July 1992 - March 2012
Skills
Bonds, Investment Banking, Derivatives, Structured Finance, Fixed Income, Financial Modeling, Public Finance, Financial Structuring, Project Finance, Alternative Investments, Renewable Energy, Management, Valuation, Investments, Asset Management, Securities, Equities
Education
Columbia Business School
MBA, Finance
NYU
NYU
New York University
New York University
Washington University in St. Louis
BS, Economics
Jack Klosterman, Jr. Jack Klosterman, Jr.'s ORIX USA Corporation Experience July 1998 - July 2003
Job Experienced Technology Professional available for new opportunity
Industry Information Technology and Services
Experience
TOMS King Services LLC April 2012 - March 2015
Spence Group Services, Inc. February 2004 - April 2012
ORIX USA Corporation July 1998 - July 2003
Skills
Process Improvement, POS, Windows Network..., Vendor Management, Digital Surveillance, Strategic Planning, Wireless Security, Report Writing, Data Analysis, Analytics, Sonicwall, Android, Biometrics, Tablet PC, SharePoint, SICOM POS, Network Administration, Business Analysis, Mobile Devices, Virtualization, Security, Dell Computers, Wireless Networking, Firewalls, Servers, System Administration, IT Management, Cloud Computing, Citrix, PCI DSS, Business Intelligence, Networking, Computer Security, Active Directory, VMware, Disaster Recovery, Management, Strategy, Software Documentation, Windows Server, Network Security, Project Management, Dell, Information Security, Information Technology, Leadership, Infrastructure, Enterprise Software, Data Center, VPN
Education
California State University-Chico 1992 — 1998
BS, MIS & Accounting
TOMS King Services LLC April 2012 - March 2015
Spence Group Services, Inc. February 2004 - April 2012
ORIX USA Corporation July 1998 - July 2003
Skills
Process Improvement, POS, Windows Network..., Vendor Management, Digital Surveillance, Strategic Planning, Wireless Security, Report Writing, Data Analysis, Analytics, Sonicwall, Android, Biometrics, Tablet PC, SharePoint, SICOM POS, Network Administration, Business Analysis, Mobile Devices, Virtualization, Security, Dell Computers, Wireless Networking, Firewalls, Servers, System Administration, IT Management, Cloud Computing, Citrix, PCI DSS, Business Intelligence, Networking, Computer Security, Active Directory, VMware, Disaster Recovery, Management, Strategy, Software Documentation, Windows Server, Network Security, Project Management, Dell, Information Security, Information Technology, Leadership, Infrastructure, Enterprise Software, Data Center, VPN
Education
California State University-Chico 1992 — 1998
BS, MIS & Accounting
Udayan Mitra Udayan Mitra's ORIX USA Corporation Experience July 2014 - Present
Job Managing Director at ORIX USA
Industry Investment Management
Experience
ORIX USA Corporation July 2014 - Present
Texas Municipal Retirement System June 2012 - May 2014
Charles G. Koch Family & Foundation Office August 2009 - June 2012
Parkcentral Capital Management L.P. April 2005 - February 2009
American Beacon Advisors January 1998 - April 2005
Sabre Holdings June 1996 - January 1998
Skills
ABS, Fixed Income, Currency, Structured Finance, Hedge Fund Strategies, Private Lending Markets, CMBS, Non-Agency RMBS, CLO, Interest Rate..., Leveraged Finance, Equity Derivatives, Global Asset Allocation, Hedge Funds, Asset Allocation, Portfolio Management, High Yield, Investments, Capital Markets, Derivatives, Asset Management, Emerging Markets, Equities, Securities, Bonds, Trading, Private Equity, Investment Strategies, Structured Products, FX Options
Education
Jones Graduate School of Business, Rice University 1994 — 1996
MBA, Finance
The London School of Economics and Political Science (LSE) 1988 — 1991
B.Sc, Economics and Finance
ORIX USA Corporation July 2014 - Present
Texas Municipal Retirement System June 2012 - May 2014
Charles G. Koch Family & Foundation Office August 2009 - June 2012
Parkcentral Capital Management L.P. April 2005 - February 2009
American Beacon Advisors January 1998 - April 2005
Sabre Holdings June 1996 - January 1998
Skills
ABS, Fixed Income, Currency, Structured Finance, Hedge Fund Strategies, Private Lending Markets, CMBS, Non-Agency RMBS, CLO, Interest Rate..., Leveraged Finance, Equity Derivatives, Global Asset Allocation, Hedge Funds, Asset Allocation, Portfolio Management, High Yield, Investments, Capital Markets, Derivatives, Asset Management, Emerging Markets, Equities, Securities, Bonds, Trading, Private Equity, Investment Strategies, Structured Products, FX Options
Education
Jones Graduate School of Business, Rice University 1994 — 1996
MBA, Finance
The London School of Economics and Political Science (LSE) 1988 — 1991
B.Sc, Economics and Finance
William Donaldson William Donaldson's ORIX USA Corporation Experience 1990 - 2006
Job Senior Desktop Support Analyst at NY State Housing and Community Renewal
Industry Financial Services
Experience
NY State Housing and Community Renewal June 2014 - Present
AB-Inbev May 2013 - May 2014
NasdaqOMX July 2007 - February 2011
ORIX USA Corporation 1990 - 2006
Skills
Desktop Support, Microsoft Certified..., Certified Personal..., Certified Sport..., Windows 7, Technical Support, Active Directory, Help Desk Support, Windows Server, Computer Hardware, Windows XP, Microsoft Exchange, Software Installation, Information Technology, Disaster Recovery, Network Administration, Vendor Management
Education
Michigan State University 1972 — 1979
Bachelor of Arts (B.A.), Telecommunications
Lake Forest Academy 1970 — 1971
NY State Housing and Community Renewal June 2014 - Present
AB-Inbev May 2013 - May 2014
NasdaqOMX July 2007 - February 2011
ORIX USA Corporation 1990 - 2006
Skills
Desktop Support, Microsoft Certified..., Certified Personal..., Certified Sport..., Windows 7, Technical Support, Active Directory, Help Desk Support, Windows Server, Computer Hardware, Windows XP, Microsoft Exchange, Software Installation, Information Technology, Disaster Recovery, Network Administration, Vendor Management
Education
Michigan State University 1972 — 1979
Bachelor of Arts (B.A.), Telecommunications
Lake Forest Academy 1970 — 1971
Jon Meyers Jon Meyers's ORIX USA Corporation Experience May 2005 - May 2006
Job President & Chief Financial Officer at MBL Title
Industry Real Estate
Experience
MBL Title November 2014 - Present
MBL Law August 2012 - November 2014
Suntex Development January 2011 - January 2013
Suntex Ventures November 2008 - January 2013
Sun Resorts International/Island Global Yachting May 2006 - November 2008
ORIX USA Corporation May 2005 - May 2006
Blockbuster May 2003 - April 2005
Skills
Strategic Planning, Real Estate Development, Due Diligence, Mergers, Real Estate, Negotiation, Financial Modeling, Asset Managment, Financial Analysis, Leadership, Entrepreneurship, Valuation, Property Management, Investment Properties, New Business Development, Private Equity, Start-ups, Commercial Real Estate, Competitive Analysis, Real Estate Transactions, Financial Reporting, Brokerage, Real Estate Economics, Disposition, Mergers & Acquisitions, Contract Negotiation, Acquisitions, Real Estate Financing, Corporate Real Estate, Selling, Investors, Sellers, Location Intelligence, Business Development, Finance, Business Strategy, Land Acquisition, Sales
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Magna Cum Laude
MBL Title November 2014 - Present
MBL Law August 2012 - November 2014
Suntex Development January 2011 - January 2013
Suntex Ventures November 2008 - January 2013
Sun Resorts International/Island Global Yachting May 2006 - November 2008
ORIX USA Corporation May 2005 - May 2006
Blockbuster May 2003 - April 2005
Skills
Strategic Planning, Real Estate Development, Due Diligence, Mergers, Real Estate, Negotiation, Financial Modeling, Asset Managment, Financial Analysis, Leadership, Entrepreneurship, Valuation, Property Management, Investment Properties, New Business Development, Private Equity, Start-ups, Commercial Real Estate, Competitive Analysis, Real Estate Transactions, Financial Reporting, Brokerage, Real Estate Economics, Disposition, Mergers & Acquisitions, Contract Negotiation, Acquisitions, Real Estate Financing, Corporate Real Estate, Selling, Investors, Sellers, Location Intelligence, Business Development, Finance, Business Strategy, Land Acquisition, Sales
Education
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Magna Cum Laude
Brian Velesbir's ORIX USA Corporation Experience March 2013 - October 2014
Job Risk Management Associate at Gerald Metals
Industry Financial Services
Experience
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Brittany K. Byrd (Barnett)'s ORIX USA Corporation Experience June 2014 - Present
Job Associate Counsel at ORIX USA Corporation
Industry Law Practice
Experience
ORIX USA Corporation June 2014 - Present
Girls Embracing Mothers, Inc. December 2009 - Present
Winstead PC September 2011 - May 2014
PricewaterhouseCoopers July 2006 - July 2008
Skills
Legal Research, Corporate Finance, Private Equity, Legal Issues, Investments, Legal Writing, Litigation, Corporate Law, Nonprofits, Banking, Analysis, Business Acquisition..., Non-profit Leadership
Education
Southern Methodist University 2009 — 2011
Juris Doctor (J.D.), Law
University of Houston Law Center 2008 — 2009
Juris Doctor (J.D.), Law
The University of Texas at Arlington 2005 — 2006
Master's Degree, Accounting
The University of Texas at Arlington 2001 — 2005
Bachelor's Degree, Accounting
ORIX USA Corporation June 2014 - Present
Girls Embracing Mothers, Inc. December 2009 - Present
Winstead PC September 2011 - May 2014
PricewaterhouseCoopers July 2006 - July 2008
Skills
Legal Research, Corporate Finance, Private Equity, Legal Issues, Investments, Legal Writing, Litigation, Corporate Law, Nonprofits, Banking, Analysis, Business Acquisition..., Non-profit Leadership
Education
Southern Methodist University 2009 — 2011
Juris Doctor (J.D.), Law
University of Houston Law Center 2008 — 2009
Juris Doctor (J.D.), Law
The University of Texas at Arlington 2005 — 2006
Master's Degree, Accounting
The University of Texas at Arlington 2001 — 2005
Bachelor's Degree, Accounting
Hideto Nishitani Hideto Nishitani's ORIX USA Corporation Experience April 2015 - August 2015
Job Chairman, President & CEO at ORIX USA Corporation
Industry Financial Services
Experience
Houlihan Lokey October 2012 - Present
ORIX USA Corporation April 2015 - August 2015
ORIX USA Corporation October 2012 - May 2015
ORIX USA Corporation September 2006 - September 2012
ORIX Corporation April 1983 - August 2006
AIESEC December 1981 - August 1982
AIESEC December 1980 - August 1981
Skills
Corporate Finance, Capital Markets, Treasury Management, Asset Management, Investment Management, Investment Banking, Mergers & Acquisitions, Private Equity, Strategic Planning, Turn Around Management, Financial Services, Commercial Lending, Aircraft Leasing, Commercial Leasing
Education
London School of Economics and Political Science 1988 — 1990
Master of Science (MS), Economics
Kwansei Gakuin University 1979 — 1983
Bachelor of Arts (BA), Economics
Japan Management Association (JMA)
Certificate, Global Business Leader Course, (Executive Education Course)
Columbia University - Columbia Business School
Course Certificate, Finance and Accounting for the Nonfinancial Executive, (Executive Education Course)
International Education Center in Tokyo (Nichibei Kaiwa Gakuin)
Course Certificate, English Language
Houlihan Lokey October 2012 - Present
ORIX USA Corporation April 2015 - August 2015
ORIX USA Corporation October 2012 - May 2015
ORIX USA Corporation September 2006 - September 2012
ORIX Corporation April 1983 - August 2006
AIESEC December 1981 - August 1982
AIESEC December 1980 - August 1981
Skills
Corporate Finance, Capital Markets, Treasury Management, Asset Management, Investment Management, Investment Banking, Mergers & Acquisitions, Private Equity, Strategic Planning, Turn Around Management, Financial Services, Commercial Lending, Aircraft Leasing, Commercial Leasing
Education
London School of Economics and Political Science 1988 — 1990
Master of Science (MS), Economics
Kwansei Gakuin University 1979 — 1983
Bachelor of Arts (BA), Economics
Japan Management Association (JMA)
Certificate, Global Business Leader Course, (Executive Education Course)
Columbia University - Columbia Business School
Course Certificate, Finance and Accounting for the Nonfinancial Executive, (Executive Education Course)
International Education Center in Tokyo (Nichibei Kaiwa Gakuin)
Course Certificate, English Language
Chase Hardy Chase Hardy's ORIX USA Corporation Experience September 2015 - Present
Job IT System Architect | SharePoint Administrator (MCTS) | Web Designer
Industry Information Technology and Services
Experience
ORIX USA Corporation September 2015 - Present
Vivid D'zines March 2008 - Present
PrimeLending January 2015 - August 2015
PrimeLending April 2014 - December 2014
PrimeLending April 2011 - April 2014
CONEXIS January 2008 - March 2011
Skills
HTML, HTML 5, CSS, CSS3, jQuery, JavaScript, Powershell, SharePoint, Microsoft Office..., .NET, IIS, InfoPath Forms, SharePoint Designer, Microsoft Office, MCITP, InfoPath, Active Directory..., Project Management, PMP, Web Design, Windows Server, Access, Active Directory, Disaster Recovery, Leadership, Microsoft SQL Server, SQL, Networking, Team Leadership, Visio, Business Intelligence, SSRS, Photoshop, Analysis, Salesforce.com, Web Development, Dreamweaver, Business Analysis, TFS, Graphic Design, Management
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Business Management
ORIX USA Corporation September 2015 - Present
Vivid D'zines March 2008 - Present
PrimeLending January 2015 - August 2015
PrimeLending April 2014 - December 2014
PrimeLending April 2011 - April 2014
CONEXIS January 2008 - March 2011
Skills
HTML, HTML 5, CSS, CSS3, jQuery, JavaScript, Powershell, SharePoint, Microsoft Office..., .NET, IIS, InfoPath Forms, SharePoint Designer, Microsoft Office, MCITP, InfoPath, Active Directory..., Project Management, PMP, Web Design, Windows Server, Access, Active Directory, Disaster Recovery, Leadership, Microsoft SQL Server, SQL, Networking, Team Leadership, Visio, Business Intelligence, SSRS, Photoshop, Analysis, Salesforce.com, Web Development, Dreamweaver, Business Analysis, TFS, Graphic Design, Management
Education
Texas A&M University 2003 — 2007
Bachelor's degree, Business Management
Cindy Willman's ORIX USA Corporation Experience May 2015 - Present
Job CHRO, ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation May 2015 - Present
ORIX Foundation April 2014 - Present
Skills
Human Resources, Employee Relations, Employee Benefits, Employee Management, Employment Contracts, Performance Management, Compensation & Benefit, Recruiting, Strategic HR, Employment Law..., Retirement Benefits, Qualified Retirement..., Non-Qualified Deferred..., Leadership, Personnel Management, Organizational..., Accounting, Management, HRIS, Mergers & Acquisitions, Deferred Compensation, Strategy, Executive Management, Strategic Planning, Due Diligence, Finance, Budgets, Business Planning, Payroll, Program Management
Education
Cornell University
Master Certificate in Human Resources
Texas A&M University
BBA
ORIX USA Corporation May 2015 - Present
ORIX Foundation April 2014 - Present
Skills
Human Resources, Employee Relations, Employee Benefits, Employee Management, Employment Contracts, Performance Management, Compensation & Benefit, Recruiting, Strategic HR, Employment Law..., Retirement Benefits, Qualified Retirement..., Non-Qualified Deferred..., Leadership, Personnel Management, Organizational..., Accounting, Management, HRIS, Mergers & Acquisitions, Deferred Compensation, Strategy, Executive Management, Strategic Planning, Due Diligence, Finance, Budgets, Business Planning, Payroll, Program Management
Education
Cornell University
Master Certificate in Human Resources
Texas A&M University
BBA
Jim McGrew Jim McGrew's ORIX USA Corporation Experience 1993 - 1999
Job Financial Analyst at Booz Allen Hamilton
Industry Accounting
Experience
Booz Allen Hamilton January 2015 - Present
CACI International Inc June 2012 - Present
US Federal Government April 2009 - April 2012
ORIX USA Corporation 1993 - 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Managerial Finance, Strategic Financial..., Forecasting, Corporate Finance, Internal Controls, Account Reconciliation, Variance Analysis, Auditing, PowerPoint, Financial Modeling, Finance, Financial Planning, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1984
Master of Business Administration (MBA), Finance, Extra
California State University-Long Beach 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Booz Allen Hamilton January 2015 - Present
CACI International Inc June 2012 - Present
US Federal Government April 2009 - April 2012
ORIX USA Corporation 1993 - 1999
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Managerial Finance, Strategic Financial..., Forecasting, Corporate Finance, Internal Controls, Account Reconciliation, Variance Analysis, Auditing, PowerPoint, Financial Modeling, Finance, Financial Planning, Budgets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1981 — 1984
Master of Business Administration (MBA), Finance, Extra
California State University-Long Beach 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Chris Shannon Chris Shannon's ORIX USA Corporation Experience 2002 - 2003
Job Vice President, Credit Underwriting at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank 2009 - Present
NorthStar Realty Finance Corp. 2006 - 2009
Timarron Capital, Inc. 2005 - 2006
Washington Mutual 2003 - 2005
ORIX USA Corporation 2002 - 2003
JLL 1999 - 2002
Skills
Financial Analysis, Banking, Underwriting, Real Estate Financing, Credit Risk, Real Estate Lending, Microsoft Excel, Investments, Argus Modeling, AFS, Moodys, CoStar, Reis, MPF Research, Real Estate Acquisitions, Private Equity, REIT, Risk Management, Debt & Equity Financing, Employee Management, Employee Training, Hiring, Credit Policy
Education
Texas Tech University
Bachelor of Arts (BA), Political Science and Government
Texas Capital Bank 2009 - Present
NorthStar Realty Finance Corp. 2006 - 2009
Timarron Capital, Inc. 2005 - 2006
Washington Mutual 2003 - 2005
ORIX USA Corporation 2002 - 2003
JLL 1999 - 2002
Skills
Financial Analysis, Banking, Underwriting, Real Estate Financing, Credit Risk, Real Estate Lending, Microsoft Excel, Investments, Argus Modeling, AFS, Moodys, CoStar, Reis, MPF Research, Real Estate Acquisitions, Private Equity, REIT, Risk Management, Debt & Equity Financing, Employee Management, Employee Training, Hiring, Credit Policy
Education
Texas Tech University
Bachelor of Arts (BA), Political Science and Government
Rhonda Robbins's ORIX USA Corporation Experience September 2001 - August 2004
Job Manager, Global Accounts at HelmsBriscoe | $1B Leader in Venue Sourcing, Site Selection & Strategic Meetings Management
Industry Hospitality
Experience
HelmsBriscoe August 2014 - Present
Robbins Development Partners, Inc. January 2009 - January 2013
Prologis February 2012 - June 2012
JLL June 2011 - February 2012
Broad Street Partners, LLC March 2004 - August 2008
ORIX USA Corporation September 2001 - August 2004
JLL May 1997 - September 2001
Skills
Site Selections, Contract Negotiation, Management, Meeting Planning, Event Planning, Corporate Events, Incentive Travel, Real Estate Development, Mixed-use, Property Management, Land Development, Project Management, Consulting, Marketing, Leasing, Portfolio Management, Due Diligence, Office Management, Facilities Management, Office Administration
Education
University of Alabama 1978 — 1983
Bachelor of Science (B.S.), Business/Commerce, General
HelmsBriscoe August 2014 - Present
Robbins Development Partners, Inc. January 2009 - January 2013
Prologis February 2012 - June 2012
JLL June 2011 - February 2012
Broad Street Partners, LLC March 2004 - August 2008
ORIX USA Corporation September 2001 - August 2004
JLL May 1997 - September 2001
Skills
Site Selections, Contract Negotiation, Management, Meeting Planning, Event Planning, Corporate Events, Incentive Travel, Real Estate Development, Mixed-use, Property Management, Land Development, Project Management, Consulting, Marketing, Leasing, Portfolio Management, Due Diligence, Office Management, Facilities Management, Office Administration
Education
University of Alabama 1978 — 1983
Bachelor of Science (B.S.), Business/Commerce, General
Eddie Provencio, CPA, MBA Eddie Provencio, CPA, MBA's ORIX USA Corporation Experience August 2015 - Present
Job Senior Financial Analyst at ORIX USA Corporation
Industry Accounting
Experience
ORIX USA Corporation August 2015 - Present
Net@Work 2009 - 2015
MIS Group 2004 - 2009
Nation's Best Sports 2001 - 2004
Accenture 1998 - 2001
Nationscredit Financial Service 1996 - 1998
Schlumberger 1984 - 1996
The Dow Chemical Company 1981 - 1984
Skills
Management, Leadership, Strategy, Business Intelligence, Project Management, Business Analysis, Process Improvement, Professional Services, Strategic Planning, ERP, Team Building, Team Leadership, Program Management, Business Process..., Change Management, Consulting, Business Process, Budgets
Education
Sacred Heart University
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at El Paso
Bachelor of Business Administration (BBA), Accounting and Business/Management
ORIX USA Corporation August 2015 - Present
Net@Work 2009 - 2015
MIS Group 2004 - 2009
Nation's Best Sports 2001 - 2004
Accenture 1998 - 2001
Nationscredit Financial Service 1996 - 1998
Schlumberger 1984 - 1996
The Dow Chemical Company 1981 - 1984
Skills
Management, Leadership, Strategy, Business Intelligence, Project Management, Business Analysis, Process Improvement, Professional Services, Strategic Planning, ERP, Team Building, Team Leadership, Program Management, Business Process..., Change Management, Consulting, Business Process, Budgets
Education
Sacred Heart University
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at El Paso
Bachelor of Business Administration (BBA), Accounting and Business/Management
Phil Babcock Phil Babcock's ORIX USA Corporation Experience May 1993 - December 1997
Job Searching for new and challenging opportunities 9136083717
Industry Human Resources
Experience
Proliant November 2013 - December 2014
Paylocity December 2010 - July 2013
Paylocity January 2011 - July 2012
Paycor June 2007 - December 2010
Paycor July 2006 - June 2007
Paycor January 2003 - June 2006
Paycor August 2001 - December 2002
CNO Financial Group (formerly Conseco Financial Services Company) February 1998 - July 2000
ORIX USA Corporation May 1993 - December 1997
Associates Commercial Corporation January 1986 - May 1993
Skills
Human Resources, Employee Benefits, Selling, Payroll, SaaS, Cold Calling, HRIS, Salesforce.com, Training, Benefits Administration, Sales, Sales Process, Leadership, 401k, Sales Operations, Business Development, Applicant Tracking..., Time Management, ADP Payroll, Personnel Management, Recruiting, Management, Talent Acquisition, Sales Management, Sales Presentations, Customer Retention, Time & Attendance, B2B, Cloud Computing, New Business Development, Direct Sales, Employee Relations, Coaching, Strategic Planning, Interviews, Customer Satisfaction, Negotiation, PEO, Hiring, Building Relationships, Team Building, Finance, Account Management, Employee Engagement, Process Improvement, Employee Training, HRO, Health Care Reform, CRM, Healthcare Reform
Education
University of Missouri-Columbia
BS/BA, Major in Finance, Minor in Chemical Engineering, 3.5/4.0
Proliant November 2013 - December 2014
Paylocity December 2010 - July 2013
Paylocity January 2011 - July 2012
Paycor June 2007 - December 2010
Paycor July 2006 - June 2007
Paycor January 2003 - June 2006
Paycor August 2001 - December 2002
CNO Financial Group (formerly Conseco Financial Services Company) February 1998 - July 2000
ORIX USA Corporation May 1993 - December 1997
Associates Commercial Corporation January 1986 - May 1993
Skills
Human Resources, Employee Benefits, Selling, Payroll, SaaS, Cold Calling, HRIS, Salesforce.com, Training, Benefits Administration, Sales, Sales Process, Leadership, 401k, Sales Operations, Business Development, Applicant Tracking..., Time Management, ADP Payroll, Personnel Management, Recruiting, Management, Talent Acquisition, Sales Management, Sales Presentations, Customer Retention, Time & Attendance, B2B, Cloud Computing, New Business Development, Direct Sales, Employee Relations, Coaching, Strategic Planning, Interviews, Customer Satisfaction, Negotiation, PEO, Hiring, Building Relationships, Team Building, Finance, Account Management, Employee Engagement, Process Improvement, Employee Training, HRO, Health Care Reform, CRM, Healthcare Reform
Education
University of Missouri-Columbia
BS/BA, Major in Finance, Minor in Chemical Engineering, 3.5/4.0
Bethany Dotson Bethany Dotson's ORIX USA Corporation Experience July 2012 - February 2013
Job 200 Hr. ERYT Yoga Instructor; 650 Hr. Yoga Therapist (in progress) at Thrive Yoga
Industry Health, Wellness and Fitness
Experience
Thrive Yoga October 2014 - Present
Surgical Notes November 2014 - June 2015
Joy Yoga Center, LLC May 2014 - October 2014
Priority Investor Loans, LLC Giering Investments, LP January 2014 - October 2014
The Meadows Foundation May 2013 - November 2013
Inspire Yoga Studio October 2012 - June 2013
California Receivership Group September 2008 - May 2013
ORIX USA Corporation July 2012 - February 2013
Rising Lotus Yoga October 2011 - July 2012
Twin Star Entertainment April 2007 - May 2008
Skills
Executive..., Microsoft Office, QuickBooks, Google Docs, Yoga, Training, Human Resources, Accounts Payable, Office Management, Invoicing, Management, Organizational..., Wellness, Administrative...
Education
University of North Texas
Bachelor of Arts (BA), French, 3.35 Overall GPA
Thrive Yoga October 2014 - Present
Surgical Notes November 2014 - June 2015
Joy Yoga Center, LLC May 2014 - October 2014
Priority Investor Loans, LLC Giering Investments, LP January 2014 - October 2014
The Meadows Foundation May 2013 - November 2013
Inspire Yoga Studio October 2012 - June 2013
California Receivership Group September 2008 - May 2013
ORIX USA Corporation July 2012 - February 2013
Rising Lotus Yoga October 2011 - July 2012
Twin Star Entertainment April 2007 - May 2008
Skills
Executive..., Microsoft Office, QuickBooks, Google Docs, Yoga, Training, Human Resources, Accounts Payable, Office Management, Invoicing, Management, Organizational..., Wellness, Administrative...
Education
University of North Texas
Bachelor of Arts (BA), French, 3.35 Overall GPA
Phil Shearer Phil Shearer's ORIX USA Corporation Experience July 1997 - September 2002
Job Financial Services Professional
Industry Financial Services
Experience
Berkeley Point Capital LLC Sr. Asset ManagerPrudential Asset Resources, Inc.June 2005 - July 2014
Washington Mutual Bank September 2002 - June 2005
ORIX USA Corporation July 1997 - September 2002
Skills
CMBS, Loan Servicing, Loan Modifications, Real Estate Transactions, Real Estate Financing, Credit Analysis, Environmental Issues, Commercial Real Estate..., Asset Management, Investment Properties, Structured Finance, Portfolio Management, Underwriting, Commercial Mortgages, Valuation, Due Diligence, Leases, Commercial Real Estate, Real Estate Economics, Loans, Finance
Education
Texas Lutheran University
Bachelor of Business Administration (B.B.A.)
Berkeley Point Capital LLC Sr. Asset ManagerPrudential Asset Resources, Inc.June 2005 - July 2014
Washington Mutual Bank September 2002 - June 2005
ORIX USA Corporation July 1997 - September 2002
Skills
CMBS, Loan Servicing, Loan Modifications, Real Estate Transactions, Real Estate Financing, Credit Analysis, Environmental Issues, Commercial Real Estate..., Asset Management, Investment Properties, Structured Finance, Portfolio Management, Underwriting, Commercial Mortgages, Valuation, Due Diligence, Leases, Commercial Real Estate, Real Estate Economics, Loans, Finance
Education
Texas Lutheran University
Bachelor of Business Administration (B.B.A.)
Erin McManus Erin McManus's ORIX USA Corporation Experience 1992 - 1994
Job Owner, Erin McManus Design Studio
Industry Graphic Design
Experience
Erin McManus Design Studio 2005 - Present
Splash Apparel 2003 - 2007
Medfield School District 1998 - 1999
San Francisco Unified School District 1996 - 1998
ORIX USA Corporation 1992 - 1994
Little, Brown and Company 1990 - 1992
Skills
Business Cards, Brochures, Letterhead, Flyers, Logos, Packaging, Clothing, Logo Design, Web Design, Typography, Marketing Strategy, Social Media, Sales
Education
Rhode Island School of Design 2002 — 2005
Graphic Design
University of San Francisco 1993 — 1996
Teaching Credential, Elementary Education
Merrimack College 1985 — 1989
B.A., English
Erin McManus Design Studio 2005 - Present
Splash Apparel 2003 - 2007
Medfield School District 1998 - 1999
San Francisco Unified School District 1996 - 1998
ORIX USA Corporation 1992 - 1994
Little, Brown and Company 1990 - 1992
Skills
Business Cards, Brochures, Letterhead, Flyers, Logos, Packaging, Clothing, Logo Design, Web Design, Typography, Marketing Strategy, Social Media, Sales
Education
Rhode Island School of Design 2002 — 2005
Graphic Design
University of San Francisco 1993 — 1996
Teaching Credential, Elementary Education
Merrimack College 1985 — 1989
B.A., English
Tracy McCord Tracy McCord's ORIX USA Corporation Experience July 2014 - Present
Job Desktop Support Technician at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation July 2014 - Present
Garden City Group March 2014 - June 2014
U.S. Army September 2009 - April 2013
Skills
Intelligence Analysis, HUMINT, Army, Force Protection, Military Experience, Military Operations, Intelligence, Top Secret, CPOF, Weapons, National Security, DCGS-A, Documenting/Record..., Electronic Data Security, Message Processing, Classified Information..., Process Analysis and..., Surveillance Techniques, Operation Security, Information Security, Physical Security, MASINT, Security Clearance, Afghanistan, Counterterrorism, Combat, Tactics, Military Training, Security, Information Assurance, DoD, Security Operations, Military History, Weapons Training, Computer Security, Active DoD Secret..., CompTIA, Windows, Troubleshooting
Education
DeVry University 2013 — 2016
Bachelor's degree, Computer Systems Networking and Telecommunications, 3.8 GPA
Pierce College 2011 — 2012
Associate's degree, Military Intelligence, Command Control and Information Operations
ORIX USA Corporation July 2014 - Present
Garden City Group March 2014 - June 2014
U.S. Army September 2009 - April 2013
Skills
Intelligence Analysis, HUMINT, Army, Force Protection, Military Experience, Military Operations, Intelligence, Top Secret, CPOF, Weapons, National Security, DCGS-A, Documenting/Record..., Electronic Data Security, Message Processing, Classified Information..., Process Analysis and..., Surveillance Techniques, Operation Security, Information Security, Physical Security, MASINT, Security Clearance, Afghanistan, Counterterrorism, Combat, Tactics, Military Training, Security, Information Assurance, DoD, Security Operations, Military History, Weapons Training, Computer Security, Active DoD Secret..., CompTIA, Windows, Troubleshooting
Education
DeVry University 2013 — 2016
Bachelor's degree, Computer Systems Networking and Telecommunications, 3.8 GPA
Pierce College 2011 — 2012
Associate's degree, Military Intelligence, Command Control and Information Operations
Sylvester Smith, III Sylvester Smith, III's ORIX USA Corporation Experience September 2001 - August 2003
Job Operations Analysis and Performance at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines October 2014 - Present
HomeBridge Financial Services, Inc. June 2014 - October 2014
SouthStar Energy Services January 2011 - May 2014
Fiserv February 2007 - September 2010
ORIX USA Corporation September 2001 - August 2003
Sage Software SB, Inc March 2000 - September 2001
The CIT Group, Inc August 1996 - March 2000
Bank of America January 1994 - August 1996
Skills
Pricing, Marketing, Market Research, Negotiation, Marketing Strategy, Employee Training, Insurance, Social Media, Public Speaking, General Ledger, Finance, Selling, PowerPoint, Contract Negotiation, Team Building, New Business Development, Forecasting, Business Strategy, Troubleshooting, Cross-functional Team..., Analysis, Consulting, Vendor Management, Microsoft Excel, Windows, Strategic Planning, Customer Service, Process Improvement, Access, Project Management, Business Analysis, Tableau, Management, Program Management, Training
Education
Georgia State University
B.A, Business Administration; Accountancy
Delta Air Lines October 2014 - Present
HomeBridge Financial Services, Inc. June 2014 - October 2014
SouthStar Energy Services January 2011 - May 2014
Fiserv February 2007 - September 2010
ORIX USA Corporation September 2001 - August 2003
Sage Software SB, Inc March 2000 - September 2001
The CIT Group, Inc August 1996 - March 2000
Bank of America January 1994 - August 1996
Skills
Pricing, Marketing, Market Research, Negotiation, Marketing Strategy, Employee Training, Insurance, Social Media, Public Speaking, General Ledger, Finance, Selling, PowerPoint, Contract Negotiation, Team Building, New Business Development, Forecasting, Business Strategy, Troubleshooting, Cross-functional Team..., Analysis, Consulting, Vendor Management, Microsoft Excel, Windows, Strategic Planning, Customer Service, Process Improvement, Access, Project Management, Business Analysis, Tableau, Management, Program Management, Training
Education
Georgia State University
B.A, Business Administration; Accountancy
Nick Gerne, MBA, PMP Nick Gerne, MBA, PMP's ORIX USA Corporation Experience May 2014 - Present
Job Senior Process Manager at ORIX USA Corporation
Industry Banking
Experience
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
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
Aaron Stehsel CPA, CFE, CISA, CGMA - (CAE) Aaron Stehsel CPA, CFE, CISA, CGMA - (CAE)'s ORIX USA Corporation Experience February 2002 - Present
Job Chief Audit Executive at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation February 2002 - Present
RSM McGladrey, Inc 2001 - 2002
PricewaterhouseCoopers 1997 - 2001
AccuBanc Mortgage Corporation 1995 - 1997
STM Mortgage Company 1992 - 1995
Sunbelt Federal Savings, FSB 1985 - 1992
Peat, Marwick, Mitchell & Co. (KPMG) 1984 - 1985
Merriman and Tassoul, CPAs 1981 - 1984
Skills
SOX, Internal Audit, Internal Controls, Enterprise Risk..., Audit, Auditing, Due Diligence, Certified Fraud Examiner, Risk Assessment, Compliance, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Financial Audits, CPA, Sarbanes-Oxley, Accounting
Education
University of North Texas 1986 — 1989
MBA, Finance
University of Wisconsin-Eau Claire 1977 — 1981
BBA, Accounting
ORIX USA Corporation February 2002 - Present
RSM McGladrey, Inc 2001 - 2002
PricewaterhouseCoopers 1997 - 2001
AccuBanc Mortgage Corporation 1995 - 1997
STM Mortgage Company 1992 - 1995
Sunbelt Federal Savings, FSB 1985 - 1992
Peat, Marwick, Mitchell & Co. (KPMG) 1984 - 1985
Merriman and Tassoul, CPAs 1981 - 1984
Skills
SOX, Internal Audit, Internal Controls, Enterprise Risk..., Audit, Auditing, Due Diligence, Certified Fraud Examiner, Risk Assessment, Compliance, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Financial Reporting, Financial Audits, CPA, Sarbanes-Oxley, Accounting
Education
University of North Texas 1986 — 1989
MBA, Finance
University of Wisconsin-Eau Claire 1977 — 1981
BBA, Accounting
Jason Fromm's ORIX USA Corporation Experience May 2015 - Present
Job Private equity investor
Industry Venture Capital & Private Equity
Experience
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
Libby McCarty Wingfield, CPA's ORIX USA Corporation Experience August 2014 - Present
Job
Industry Accounting
Experience
ORIX USA Corporation August 2014 - Present
Education
Texas A&M University 2012 — 2013
Master of Science (M.S.)
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA)
ORIX USA Corporation August 2014 - Present
Education
Texas A&M University 2012 — 2013
Master of Science (M.S.)
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA)
James P. Klatsky James P. Klatsky's ORIX USA Corporation Experience July 2002 - August 2005
Job Senior Managing Director & Partner
Industry Financial Services
Experience
Rosemount Consulting Partners LLC January 2012 - Present
Rosemount Capital Management LLC September 2005 - December 2011
ORIX USA Corporation July 2002 - August 2005
London Forfaiting January 1999 - June 2002
Continental Grain Company January 1985 - December 1998
Education
Columbia Business School 1975 — 1976
Master of Business Administration (MBA)
Northwestern University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Rosemount Consulting Partners LLC January 2012 - Present
Rosemount Capital Management LLC September 2005 - December 2011
ORIX USA Corporation July 2002 - August 2005
London Forfaiting January 1999 - June 2002
Continental Grain Company January 1985 - December 1998
Education
Columbia Business School 1975 — 1976
Master of Business Administration (MBA)
Northwestern University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Cameron Pate, CPA Cameron Pate, CPA's ORIX USA Corporation Experience October 2014 - Present
Job Senior Accountant at ORIX USA Corporation
Industry Accounting
Experience
ORIX USA Corporation October 2014 - Present
PwC August 2012 - September 2014
Cobb and Suskie, Ltd. August 2011 - June 2012
The Buckle August 2007 - August 2010
Skills
US GAAP, GAAP, Assurance, Internal Controls, External Audit, Auditing, Financial Reporting, CPA, Accounting, SEC filings, Financial Accounting, Tax, Financial Analysis, SEC Filings
Education
University of Central Arkansas 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
ORIX USA Corporation October 2014 - Present
PwC August 2012 - September 2014
Cobb and Suskie, Ltd. August 2011 - June 2012
The Buckle August 2007 - August 2010
Skills
US GAAP, GAAP, Assurance, Internal Controls, External Audit, Auditing, Financial Reporting, CPA, Accounting, SEC filings, Financial Accounting, Tax, Financial Analysis, SEC Filings
Education
University of Central Arkansas 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
William Lamey's ORIX USA Corporation Experience September 2014 - Present
Job Director of Operations at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation September 2014 - Present
Red Capital Group November 2006 - Present
Greystone Servicing Corporation, Inc. August 2004 - August 2006
Prudential Asset Resources November 2000 - June 2004
Skills
Real Estate Finance, Dispositions, LIHTC, Affordable Housing, Tax Credits, Commercial Lending, Asset Managment, Loss Mitigation, Commercial Servicing, Multifamily Finance, Real Estate Economics, Brokerage, Disposition, Commercial Real Estate, Real Estate Financing, Asset Management, CMBS, Apartments, Portfolio Management, Due Diligence, Real Estate Transactions, Real Estate, Leases, Commercial Mortgages, Financial Structuring, Real Estate Development, Valuation, Loans, Investments, Financial Analysis, Mortgage Lending
Education
Georgetown University Law Center 1992 — 1995
Juris Doctor
University of Alabama 1988 — 1992
Bachelor of Arts, Interdisciplinary - Rhetoric and Finance
ORIX USA Corporation September 2014 - Present
Red Capital Group November 2006 - Present
Greystone Servicing Corporation, Inc. August 2004 - August 2006
Prudential Asset Resources November 2000 - June 2004
Skills
Real Estate Finance, Dispositions, LIHTC, Affordable Housing, Tax Credits, Commercial Lending, Asset Managment, Loss Mitigation, Commercial Servicing, Multifamily Finance, Real Estate Economics, Brokerage, Disposition, Commercial Real Estate, Real Estate Financing, Asset Management, CMBS, Apartments, Portfolio Management, Due Diligence, Real Estate Transactions, Real Estate, Leases, Commercial Mortgages, Financial Structuring, Real Estate Development, Valuation, Loans, Investments, Financial Analysis, Mortgage Lending
Education
Georgetown University Law Center 1992 — 1995
Juris Doctor
University of Alabama 1988 — 1992
Bachelor of Arts, Interdisciplinary - Rhetoric and Finance
Evan Gonzalez, CFA, CIRA, CMT Evan Gonzalez, CFA, CIRA, CMT's ORIX USA Corporation Experience 2005 - 2007
Job Portfolio Manager at Peridiem
Industry Investment Management
Experience
Peridiem Global Investors, LLC May 2014 - Present
Bank SNB April 2013 - April 2013
Hudson Advisors, LLC March 2011 - November 2011
Highland Capital Management June 2007 - September 2010
ORIX USA Corporation 2005 - 2007
Beal Bank 2004 - 2005
Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2003
BBA, Finance
Stratford High School - Houston
Peridiem Global Investors, LLC May 2014 - Present
Bank SNB April 2013 - April 2013
Hudson Advisors, LLC March 2011 - November 2011
Highland Capital Management June 2007 - September 2010
ORIX USA Corporation 2005 - 2007
Beal Bank 2004 - 2005
Skills
Portfolio Management, Leveraged Finance, Fixed Income, Valuation, Relative Value, Discounted Cash Flow, Distressed Debt, Workout, Collateralized Loan..., Restructuring, Investment Properties
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2000 — 2003
BBA, Finance
Stratford High School - Houston
Ben Barshop Ben Barshop's ORIX USA Corporation Experience November 2014 - Present
Job Associate at ORIX
Industry Financial Services
Experience
ORIX USA Corporation November 2014 - Present
Milam Real Estate Capital, LLC July 2013 - October 2014
Southern Methodist University August 2011 - May 2013
Bento Box Entertainment LLC May 2012 - August 2012
Revere Capital Advisors January 2011 - August 2011
The Weitzman Group November 2008 - December 2010
Skills
Financial Analysis, Investments, Financial Modeling, PowerPoint, Microsoft Excel, Cold Calling, Real Estate, Commercial Real Estate, New Business Development, Private Equity, Due Diligence, Valuation, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Finance
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Strategy
The University of Texas at Austin 2004 — 2008
BA, Government
ORIX USA Corporation November 2014 - Present
Milam Real Estate Capital, LLC July 2013 - October 2014
Southern Methodist University August 2011 - May 2013
Bento Box Entertainment LLC May 2012 - August 2012
Revere Capital Advisors January 2011 - August 2011
The Weitzman Group November 2008 - December 2010
Skills
Financial Analysis, Investments, Financial Modeling, PowerPoint, Microsoft Excel, Cold Calling, Real Estate, Commercial Real Estate, New Business Development, Private Equity, Due Diligence, Valuation, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Finance
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Strategy
The University of Texas at Austin 2004 — 2008
BA, Government
Nik Tesla Nik Tesla's ORIX USA Corporation Experience August 2014 - Present
Job Analyst, Commercial Real Estate at ORIX USA Corporation
Industry Investment Management
Experience
ORIX USA Corporation August 2014 - Present
ORIX USA Corporation November 2011 - July 2014
ORIX USA Corporation November 2010 - October 2011
Highland Capital Management September 2009 - November 2010
Highland Capital Management October 2007 - August 2009
Highland Capital Management May 2007 - September 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Valuation, Securities, Loans, Financial Modeling, Investment Management, Settlement, Hedge Funds, Auditing, Account Reconciliation, Fixed Income, Financial Services
Education
Southern Methodist University - Cox School of Business
BBA, Finance, 15 Hours Accounting
ORIX USA Corporation August 2014 - Present
ORIX USA Corporation November 2011 - July 2014
ORIX USA Corporation November 2010 - October 2011
Highland Capital Management September 2009 - November 2010
Highland Capital Management October 2007 - August 2009
Highland Capital Management May 2007 - September 2007
Merrill Lynch September 2006 - March 2007
Merrill Lynch June 2006 - August 2006
Skills
Equities, Portfolio Management, Investments, Valuation, Securities, Loans, Financial Modeling, Investment Management, Settlement, Hedge Funds, Auditing, Account Reconciliation, Fixed Income, Financial Services
Education
Southern Methodist University - Cox School of Business
BBA, Finance, 15 Hours Accounting
Taylor Curtis Taylor Curtis's ORIX USA Corporation Experience March 2008 - June 2009
Job Managing Director at MHT Partners
Industry Investment Banking
Experience
MHT MidSpan August 2011 - Present
Connemara Capital Group July 2009 - August 2011
Connemara Bancorp, Inc. February 2010 - March 2011
ORIX USA Corporation March 2008 - June 2009
Concentra January 2006 - March 2008
Electronic Data Systems July 2000 - January 2006
Greenhill & Co. July 1998 - June 2000
Skills
Investments, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Strategy, Finance, Portfolio Management, Investment Banking, Mergers, Risk Management, Start-ups, Business Development, Corporate Development, Business Strategy, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
MHT MidSpan August 2011 - Present
Connemara Capital Group July 2009 - August 2011
Connemara Bancorp, Inc. February 2010 - March 2011
ORIX USA Corporation March 2008 - June 2009
Concentra January 2006 - March 2008
Electronic Data Systems July 2000 - January 2006
Greenhill & Co. July 1998 - June 2000
Skills
Investments, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Strategy, Finance, Portfolio Management, Investment Banking, Mergers, Risk Management, Start-ups, Business Development, Corporate Development, Business Strategy, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
J. Cade Satterfield J. Cade Satterfield's ORIX USA Corporation Experience September 2013 - October 2013
Job Associate at Jackson Walker L.L.P.
Industry Law Practice
Experience
Jackson Walker L.L.P. September 2014 - Present
ORIX USA Corporation September 2013 - October 2013
Transition Capital Partners January 2013 - August 2013
Haynes and Boone, LLP June 2013 - July 2013
Jackson Walker L.L.P. May 2013 - June 2013
Tabani Group, Inc. January 2012 - April 2012
Navigant September 2008 - August 2010
Hawkeye Partners October 2007 - February 2008
Marsh May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Excel models, Argus Modeling, Strategic Consulting, Spanish, Drafting Agreements, Real Estate, Due Diligence, Venture Capital, Alternative Investments, Private Equity, Mergers & Acquisitions, Management Consulting, Team Leadership, Corporate Law, Commercial Real Estate, Start-ups, Investment Banking
Education
Southern Methodist University 2010 — 2014
Joint Degree, Master of Business Administration and Juris Doctor, Finance & Real Estate
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelors of Business Administration, Finance
Jackson Walker L.L.P. September 2014 - Present
ORIX USA Corporation September 2013 - October 2013
Transition Capital Partners January 2013 - August 2013
Haynes and Boone, LLP June 2013 - July 2013
Jackson Walker L.L.P. May 2013 - June 2013
Tabani Group, Inc. January 2012 - April 2012
Navigant September 2008 - August 2010
Hawkeye Partners October 2007 - February 2008
Marsh May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Excel models, Argus Modeling, Strategic Consulting, Spanish, Drafting Agreements, Real Estate, Due Diligence, Venture Capital, Alternative Investments, Private Equity, Mergers & Acquisitions, Management Consulting, Team Leadership, Corporate Law, Commercial Real Estate, Start-ups, Investment Banking
Education
Southern Methodist University 2010 — 2014
Joint Degree, Master of Business Administration and Juris Doctor, Finance & Real Estate
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelors of Business Administration, Finance
Amol Shah Amol Shah's ORIX USA Corporation Experience 2014 - 2015
Job Director, Finance and Corporate Development at AccentCare, Inc.
Industry Capital Markets
Experience
AccentCare, Inc. July 2015 - Present
ORIX USA Corporation 2014 - 2015
Riveron Consulting 2012 - 2013
Highland Capital Management 2006 - 2009
Calpine Merchant Services, LP 2003 - 2006
Skills
Valuation, Private Equity, Investments, Equities, Hedge Funds, Consulting, Strategic Consulting, Strategic Financial..., Corporate FP&A, Analysis, Corporate Finance, Derivatives, Due Diligence, Financial Modeling, Forecasting, Fund Of Funds, Hedging, Strategy, Venture Capital, Mergers & Acquisitions, Investment Management, Portfolio Management, Mutual Funds, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance & Entrepreneurship
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance, Management Information Systems, 3.9
Plano Senior High School
AccentCare, Inc. July 2015 - Present
ORIX USA Corporation 2014 - 2015
Riveron Consulting 2012 - 2013
Highland Capital Management 2006 - 2009
Calpine Merchant Services, LP 2003 - 2006
Skills
Valuation, Private Equity, Investments, Equities, Hedge Funds, Consulting, Strategic Consulting, Strategic Financial..., Corporate FP&A, Analysis, Corporate Finance, Derivatives, Due Diligence, Financial Modeling, Forecasting, Fund Of Funds, Hedging, Strategy, Venture Capital, Mergers & Acquisitions, Investment Management, Portfolio Management, Mutual Funds, Trading
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance & Entrepreneurship
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance, Management Information Systems, 3.9
Plano Senior High School
Michael Ferguson's ORIX USA Corporation Experience May 2012 - June 2014
Job IT Manager at KKR
Industry Financial Services
Experience
KKR June 2014 - Present
ORIX USA Corporation May 2012 - June 2014
Oak Hill Advisors, L.P. December 2008 - May 2012
Highland Capital Management, L.P. July 2007 - December 2008
Dave and Buster's, Inc. February 2005 - July 2007
Star Concessions, Ltd. March 2004 - February 2005
Datascan, LP December 2001 - August 2002
Fujitsu Network Communications September 2000 - May 2001
Skills
Data Warehousing, SQL Server, Business Intelligence, SSIS, Powershell, T-SQL, SQL, Accounting, Data Governance, SSAS, SSRS, C#, .NET, Microsoft Dynamics, R, Microsoft SQL Server, Kanban, Scrum, Analysis Services, XML, ETL, Visual Basic, ASP.NET, Windows Server, Unix, Access, OLAP, Integration, Databases, JavaScript, SDLC, Software Engineering, SharePoint, Data Modeling, IIS, Relational Databases, Database Design, Project Management, Project Planning
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
M.S., Accounting and Information Management
The University of Texas at Dallas 1999 — 2003
B.S., Software Engineering and Computer Science
KKR June 2014 - Present
ORIX USA Corporation May 2012 - June 2014
Oak Hill Advisors, L.P. December 2008 - May 2012
Highland Capital Management, L.P. July 2007 - December 2008
Dave and Buster's, Inc. February 2005 - July 2007
Star Concessions, Ltd. March 2004 - February 2005
Datascan, LP December 2001 - August 2002
Fujitsu Network Communications September 2000 - May 2001
Skills
Data Warehousing, SQL Server, Business Intelligence, SSIS, Powershell, T-SQL, SQL, Accounting, Data Governance, SSAS, SSRS, C#, .NET, Microsoft Dynamics, R, Microsoft SQL Server, Kanban, Scrum, Analysis Services, XML, ETL, Visual Basic, ASP.NET, Windows Server, Unix, Access, OLAP, Integration, Databases, JavaScript, SDLC, Software Engineering, SharePoint, Data Modeling, IIS, Relational Databases, Database Design, Project Management, Project Planning
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2010
M.S., Accounting and Information Management
The University of Texas at Dallas 1999 — 2003
B.S., Software Engineering and Computer Science
Carrie Sparks's ORIX USA Corporation Experience September 2009 - Present
Job Executive Assistant to Managing Director of Corporate Development and Global Strategies
Industry Financial Services
Experience
ORIX USA Corporation September 2009 - Present
Capital Concepts February 2009 - March 2010
FDM Group July 2005 - February 2009
Education
University of North Carolina at Chapel Hill 1999 — 2004
Communications
ORIX USA Corporation September 2009 - Present
Capital Concepts February 2009 - March 2010
FDM Group July 2005 - February 2009
Education
University of North Carolina at Chapel Hill 1999 — 2004
Communications
Joshua Foo's ORIX USA Corporation Experience October 2002 - October 2005
Job Finance Rotation Program at Dell
Industry Computer Hardware
Experience
Dell April 2013 - Present
Dell June 2011 - March 2013
FIS September 2007 - June 2011
Home Interiors & Gifts October 2006 - June 2007
VALOR Telecom October 2005 - September 2006
ORIX USA Corporation October 2002 - October 2005
Skills
Strategic Planning, Accounting, Financial Analysis, Hyperion Enterprise, Financial Statements, Analysis, Financial Modeling
Education
The University of Texas at Austin 1998 — 2002
B.A., Economics
Mantua Elementary
Dell April 2013 - Present
Dell June 2011 - March 2013
FIS September 2007 - June 2011
Home Interiors & Gifts October 2006 - June 2007
VALOR Telecom October 2005 - September 2006
ORIX USA Corporation October 2002 - October 2005
Skills
Strategic Planning, Accounting, Financial Analysis, Hyperion Enterprise, Financial Statements, Analysis, Financial Modeling
Education
The University of Texas at Austin 1998 — 2002
B.A., Economics
Mantua Elementary
Marc Armentrout's ORIX USA Corporation Experience August 1994 - Present
Job Director at ORIX USA Corporation
Industry Financial Services
Experience
ORIX August 1994 - Present
ORIX USA Corporation August 1994 - Present
Education
University of California, Santa Barbara 1982 — 1986
ORIX August 1994 - Present
ORIX USA Corporation August 1994 - Present
Education
University of California, Santa Barbara 1982 — 1986
Chee Chin's ORIX USA Corporation Experience March 2014 - Present
Job Infrastructure Architect at ORIX USA Corporation
Industry Information Technology and Services
Experience
ORIX USA Corporation March 2014 - Present
NMG May 2013 - March 2014
AIG May 2012 - April 2013
Getco LLC May 2009 - April 2012
HBK Capital Management March 2007 - April 2009
The Planet September 2003 - March 2007
Skills
Data Center, Linux, Disaster Recovery, High Availability, VMware ESX, Storage, Servers, IIS, SAN, Windows Server, Network Administration, Microsoft Exchange, Cloud Computing, Enterprise Architecture, VMware, Firewalls, Storage Area Networks, Red Hat Linux, Server Architecture
Education
Iowa State University 2000 — 2003
Bachelor of Science (BSc), Computer Engineering
ORIX USA Corporation March 2014 - Present
NMG May 2013 - March 2014
AIG May 2012 - April 2013
Getco LLC May 2009 - April 2012
HBK Capital Management March 2007 - April 2009
The Planet September 2003 - March 2007
Skills
Data Center, Linux, Disaster Recovery, High Availability, VMware ESX, Storage, Servers, IIS, SAN, Windows Server, Network Administration, Microsoft Exchange, Cloud Computing, Enterprise Architecture, VMware, Firewalls, Storage Area Networks, Red Hat Linux, Server Architecture
Education
Iowa State University 2000 — 2003
Bachelor of Science (BSc), Computer Engineering
Ed Berg's ORIX USA Corporation Experience July 2009 - June 2013
Job Independent
Industry Investment Management
Experience
Self-Employed June 2013 - Present
ORIX USA Corporation July 2009 - June 2013
Beal Bank May 2009 - July 2009
Goldman Sachs February 2004 - December 2008
BearingPoint (KPMG Consulting) August 2001 - January 2004
Comerica Bank August 1997 - April 1999
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance & Entreprenuership
Baylor University 1993 — 1997
BBA, Finance
Self-Employed June 2013 - Present
ORIX USA Corporation July 2009 - June 2013
Beal Bank May 2009 - July 2009
Goldman Sachs February 2004 - December 2008
BearingPoint (KPMG Consulting) August 2001 - January 2004
Comerica Bank August 1997 - April 1999
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance & Entreprenuership
Baylor University 1993 — 1997
BBA, Finance
Lonna Shepherd, CPP's ORIX USA Corporation Experience October 2013 - Present
Job VPEmployee Benefits Manager at HillTop Holdings/PlainsCapital Bank
Industry Investment Banking
Experience
Hilltop Holdings May 2015 - Present
ORIX USA Corporation October 2013 - Present
ORIX USA Corporation August 2006 - Present
Dynamex, Inc 2005 - 2006
i2 Technologies 1999 - 2005
Pillowtex Corporation 1990 - 1999
Skills
Ceridian, ADP Payroll, HRIS, Process Improvement, Vendor Management, Visio, Open Enrollment, Benefits Administration, Accounting, Deferred Compensation, SAP, Leadership, Payroll, Integration, Management, Human Resources, Employee Benefits, Analysis, Customer Service, Employee Engagement, HR Policies, Performance Management, New Hire Orientations, Kronos, Onboarding, Outsourcing, Sarbanes-Oxley Act, Talent Acquisition, Talent Management, Training, Personnel Management, Employee Relations
Education
Amberton University
BBA, Business
Mountain View College
General Subjects
South Park High School
Diploma, General Subjects
Hilltop Holdings May 2015 - Present
ORIX USA Corporation October 2013 - Present
ORIX USA Corporation August 2006 - Present
Dynamex, Inc 2005 - 2006
i2 Technologies 1999 - 2005
Pillowtex Corporation 1990 - 1999
Skills
Ceridian, ADP Payroll, HRIS, Process Improvement, Vendor Management, Visio, Open Enrollment, Benefits Administration, Accounting, Deferred Compensation, SAP, Leadership, Payroll, Integration, Management, Human Resources, Employee Benefits, Analysis, Customer Service, Employee Engagement, HR Policies, Performance Management, New Hire Orientations, Kronos, Onboarding, Outsourcing, Sarbanes-Oxley Act, Talent Acquisition, Talent Management, Training, Personnel Management, Employee Relations
Education
Amberton University
BBA, Business
Mountain View College
General Subjects
South Park High School
Diploma, General Subjects
Jim Dwane's ORIX USA Corporation Experience June 2002 - September 2004
Job Vice President, Global Controller at Volvo Financial Services
Industry Financial Services
Experience
Volvo Financial Services December 2014 - Present
Volvo Financial Services February 2011 - Present
Volvo Financial Services September 2004 - February 2011
ORIX USA Corporation June 2002 - September 2004
ORIX Financial Services, Inc. September 1987 - June 2002
CBS News 1985 - 1987
CBS News 1984 - 1985
Norton Simon, Inc. 1983 - 1984
Grant Thornton LLP 1982 - 1983
PANNELL KERR FORSTER PERU & VILA NARANJO 1979 - 1982
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Treasury, Auditing, US GAAP, IFRS, Tax, General Ledger, Forecasting, Corporate Finance, Finance, Sarbanes-Oxley, Internal Audit, Strategic Financial..., Financial Statements, Risk Management, Accounts Receivable, Cash Management, Budgets, Financial Audits, Financial Services, Managerial Finance, SEC filings, Accounts Payable, Financial Accounting, Management, Analysis, Consolidation, Credit Risk, Financial Risk, Credit, GAAP, Financial Planning
Education
Manhattan College 1975 — 1979
Bachelor of Science, Accounting
Volvo Financial Services December 2014 - Present
Volvo Financial Services February 2011 - Present
Volvo Financial Services September 2004 - February 2011
ORIX USA Corporation June 2002 - September 2004
ORIX Financial Services, Inc. September 1987 - June 2002
CBS News 1985 - 1987
CBS News 1984 - 1985
Norton Simon, Inc. 1983 - 1984
Grant Thornton LLP 1982 - 1983
PANNELL KERR FORSTER PERU & VILA NARANJO 1979 - 1982
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Treasury, Auditing, US GAAP, IFRS, Tax, General Ledger, Forecasting, Corporate Finance, Finance, Sarbanes-Oxley, Internal Audit, Strategic Financial..., Financial Statements, Risk Management, Accounts Receivable, Cash Management, Budgets, Financial Audits, Financial Services, Managerial Finance, SEC filings, Accounts Payable, Financial Accounting, Management, Analysis, Consolidation, Credit Risk, Financial Risk, Credit, GAAP, Financial Planning
Education
Manhattan College 1975 — 1979
Bachelor of Science, Accounting
Arnold Kawano's ORIX USA Corporation Experience April 1993 - December 1998
Job Wine Merchant, Mediator, Attorney, Insurance Agency Executive
Industry Wine and Spirits
Experience
AK's World of Wines LLC July 2002 - Present
Harold L. Lee & Sons, Inc. Insurance Services January 1999 - Present
Arnold Kawano 1978 - Present
ORIX USA Corporation April 1993 - December 1998
Inouye & Ogden 1992 - 1993
JPMorgan 1987 - 1991
Law Office of Arnold H. Kawano 1984 - 1986
Sumitomo Corporation of America 1981 - 1984
Weil, Gotshal & Manges 1980 - 1981
Reid & Priest 1977 - 1980
Skills
Mediation, Law, Corporate Law, Commerical Law, Investment Banking, Wine, Wine Education, Wine Marketing, Viticulture, Legal Writing, Management, Dispute, Commercial Real Estate, Investments, International Law, Dispute Resolution, Wine Tasting, Winemaking, Securities Regulation, Privacy Law, Joint Ventures, Wineries, Employment Law, Food Pairing, Alternative Dispute..., Legal Advice
Education
Columbia University School of Law 1974 — 1977
J.D.
Columbia University - School of International and Public Affairs 1975 — 1976
International Fellow
Columbia University in the City of New York 1973 — 1975
B.S., Political Science / East Asian Studies
AK's World of Wines LLC July 2002 - Present
Harold L. Lee & Sons, Inc. Insurance Services January 1999 - Present
Arnold Kawano 1978 - Present
ORIX USA Corporation April 1993 - December 1998
Inouye & Ogden 1992 - 1993
JPMorgan 1987 - 1991
Law Office of Arnold H. Kawano 1984 - 1986
Sumitomo Corporation of America 1981 - 1984
Weil, Gotshal & Manges 1980 - 1981
Reid & Priest 1977 - 1980
Skills
Mediation, Law, Corporate Law, Commerical Law, Investment Banking, Wine, Wine Education, Wine Marketing, Viticulture, Legal Writing, Management, Dispute, Commercial Real Estate, Investments, International Law, Dispute Resolution, Wine Tasting, Winemaking, Securities Regulation, Privacy Law, Joint Ventures, Wineries, Employment Law, Food Pairing, Alternative Dispute..., Legal Advice
Education
Columbia University School of Law 1974 — 1977
J.D.
Columbia University - School of International and Public Affairs 1975 — 1976
International Fellow
Columbia University in the City of New York 1973 — 1975
B.S., Political Science / East Asian Studies
Masako Teng's ORIX USA Corporation Experience April 1997 - September 2003
Job Underwriting Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac February 2011 - Present
Capmark Finance Inc. October 2004 - March 2009
Bank One, NA October 2003 - May 2004
ORIX USA CORPORATION April 1997 - September 2003
DEUTSCHE MORGAN GRENFELL Capital Markets Limited June 1996 - August 1996
MORGAN STANLEY January 1996 - April 1996
American Re-Insurance Company April 1987 - September 1991
Skills
Real Estate, Financial Analysis, Finance, Real Estate Economics, Underwriting, Credit, Portfolio Management, Due Diligence, Loans, Valuation, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
Bachelor of Science, Business Administration, Finance
Yamawaki College
Freddie Mac February 2011 - Present
Capmark Finance Inc. October 2004 - March 2009
Bank One, NA October 2003 - May 2004
ORIX USA CORPORATION April 1997 - September 2003
DEUTSCHE MORGAN GRENFELL Capital Markets Limited June 1996 - August 1996
MORGAN STANLEY January 1996 - April 1996
American Re-Insurance Company April 1987 - September 1991
Skills
Real Estate, Financial Analysis, Finance, Real Estate Economics, Underwriting, Credit, Portfolio Management, Due Diligence, Loans, Valuation, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
Bachelor of Science, Business Administration, Finance
Yamawaki College
Renard Henry's ORIX USA Corporation Experience April 2014 - Present
Job IT End Point Customer Service Manager at ORIX USA Corporation
Industry Information Technology and Services
Experience
ORIX USA Corporation April 2014 - Present
Skills
Outlook, Windows Server, Excel, PowerPoint, Access, Citrix, Word, Norton Ghost, Spreadsheets, Websense, Operating Systems, Windows, XP, Troubleshooting, Documentation, DHCP, Microsoft Office, Windows Server 2003, Windows Server 2008, Switches, Computer Hardware, Administration, Problem Solving, WAN, Hardware, Testing, Antivirus, Servers, Customer Relations, DNS, Active Directory, Software Documentation, Microsoft Excel, Visio, Software Installation, SQL, Microsoft SQL Server, Networking, SharePoint, System Administration, Laptops, Analysis, Windows 7, Printers, Help Desk Support, Training, LAN-WAN, VMware, Technical Support, ITIL
Education
Dillard University 2000 — 2005
Bachelors of Sciences
ORIX USA Corporation April 2014 - Present
Skills
Outlook, Windows Server, Excel, PowerPoint, Access, Citrix, Word, Norton Ghost, Spreadsheets, Websense, Operating Systems, Windows, XP, Troubleshooting, Documentation, DHCP, Microsoft Office, Windows Server 2003, Windows Server 2008, Switches, Computer Hardware, Administration, Problem Solving, WAN, Hardware, Testing, Antivirus, Servers, Customer Relations, DNS, Active Directory, Software Documentation, Microsoft Excel, Visio, Software Installation, SQL, Microsoft SQL Server, Networking, SharePoint, System Administration, Laptops, Analysis, Windows 7, Printers, Help Desk Support, Training, LAN-WAN, VMware, Technical Support, ITIL
Education
Dillard University 2000 — 2005
Bachelors of Sciences
Caleb Hand's ORIX USA Corporation Experience August 2012 - June 2013
Job Principal Consultant at CPSG Partners
Industry Information Technology and Services
Experience
CPSG Partners April 2015 - Present
CEC Entertainment June 2013 - April 2015
ORIX USA Corporation August 2012 - June 2013
Travelocity June 2011 - August 2012
Apollo Group October 2009 - June 2011
Apollo Group April 2007 - October 2009
Gap Inc. May 2003 - March 2007
Skills
Enterprise Software, Systems Analysis, Agile Methodologies, Analysis, Business Analysis, Business Objects, Integration, SQL, Oracle, User Acceptance Testing, Data Analysis, Testing, SDLC, Business Process, Workday, SharePoint, Financial Reporting, Business Requirements, Software Documentation, Business Process Design, Requirements Analysis, Process Improvement, Business Intelligence, Essbase, Hyperion Enterprise, Documentation, Accounting, Requirements Gathering, Access, Business Process..., Scrum, Software Project..., Agile Project Management, Visio, HRIS, OLAP, Excel, Microsoft Office, Microsoft SQL Server, Version One, SSRS, ONESOURCE, Sabrix, Management, Oracle E-Business Suite, ERP Software
Education
University of Phoenix
Bachelor of Science in Business, Accounting, Information Systems
CPSG Partners April 2015 - Present
CEC Entertainment June 2013 - April 2015
ORIX USA Corporation August 2012 - June 2013
Travelocity June 2011 - August 2012
Apollo Group October 2009 - June 2011
Apollo Group April 2007 - October 2009
Gap Inc. May 2003 - March 2007
Skills
Enterprise Software, Systems Analysis, Agile Methodologies, Analysis, Business Analysis, Business Objects, Integration, SQL, Oracle, User Acceptance Testing, Data Analysis, Testing, SDLC, Business Process, Workday, SharePoint, Financial Reporting, Business Requirements, Software Documentation, Business Process Design, Requirements Analysis, Process Improvement, Business Intelligence, Essbase, Hyperion Enterprise, Documentation, Accounting, Requirements Gathering, Access, Business Process..., Scrum, Software Project..., Agile Project Management, Visio, HRIS, OLAP, Excel, Microsoft Office, Microsoft SQL Server, Version One, SSRS, ONESOURCE, Sabrix, Management, Oracle E-Business Suite, ERP Software
Education
University of Phoenix
Bachelor of Science in Business, Accounting, Information Systems
Travis Schwaer's ORIX USA Corporation Experience July 2012 - November 2013
Job Corporate Counsel and Director Red Capital Group, LLC
Industry Real Estate
Experience
RED CAPITAL GROUP November 2013 - Present
ORIX USA Corporation July 2012 - November 2013
ORIX Capital Markets September 2010 - July 2012
Scheef & Stone, LLP April 2009 - September 2010
McElree Smith March 2006 - November 2008
Skills
General Corporate..., Real Estate, Corporate Finance, Asset Management, Document Drafting, Leases, Investments, Mergers & Acquisitions, Securities, Loans, Finance, Capital Markets, Disposition, Corporate Law
Education
Texas A&M University 1993 — 1998
B.B.A, Management
Texas Tech University School of Law 2002 — 2005
Doctor of Law (J.D.)
Texas Tech University - Rawls College of Business 2003 — 2005
Master of Business Administration (M.B.A.)
RED CAPITAL GROUP November 2013 - Present
ORIX USA Corporation July 2012 - November 2013
ORIX Capital Markets September 2010 - July 2012
Scheef & Stone, LLP April 2009 - September 2010
McElree Smith March 2006 - November 2008
Skills
General Corporate..., Real Estate, Corporate Finance, Asset Management, Document Drafting, Leases, Investments, Mergers & Acquisitions, Securities, Loans, Finance, Capital Markets, Disposition, Corporate Law
Education
Texas A&M University 1993 — 1998
B.B.A, Management
Texas Tech University School of Law 2002 — 2005
Doctor of Law (J.D.)
Texas Tech University - Rawls College of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Ron K. Barger's ORIX USA Corporation Experience November 2014 - Present
Job Senior Managing Director and General Counsel at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation November 2014 - Present
Archon Group January 1997 - October 2012
The Goldman Sachs Group 2012 - 2012
Strasburger & Price, LLP June 1981 - December 1996
Education
Southern Methodist University Dedman School of Law 1979 — 1981
J.D.
University of Illinois at Urbana-Champaign 1973 — 1977
BS, Applied Life Studies
ORIX USA Corporation November 2014 - Present
Archon Group January 1997 - October 2012
The Goldman Sachs Group 2012 - 2012
Strasburger & Price, LLP June 1981 - December 1996
Education
Southern Methodist University Dedman School of Law 1979 — 1981
J.D.
University of Illinois at Urbana-Champaign 1973 — 1977
BS, Applied Life Studies
Haley Barron, CPA's ORIX USA Corporation Experience May 2012 - Present
Job Accounting Manager at ORIX USA Corporation
Industry Accounting
Experience
ORIX USA Corporation May 2012 - Present
ORIX Foundation April 2011 - Present
Captain Hope's Kids February 2012 - July 2013
ORIX USA Corporation November 2009 - May 2012
Deloitte September 2007 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2007
Bachelors and Masters in Accounting, Accounting, Finance
ORIX USA Corporation May 2012 - Present
ORIX Foundation April 2011 - Present
Captain Hope's Kids February 2012 - July 2013
ORIX USA Corporation November 2009 - May 2012
Deloitte September 2007 - November 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2007
Bachelors and Masters in Accounting, Accounting, Finance
Nasir M. Qureshi's ORIX USA Corporation Experience February 1990 - December 1991
Job Executive Vice President & Chief Executive, Americas, National Bank of Pakistan
Industry Banking
Experience
National Bank of Pakistan, New York June 2008 - Present
Wolfpack Trading LLc 2007 - 2008
Refco 1998 - 2006
Lamborn Asset Management, Inc. October 1992 - February 1998
ORIX USA Corporation February 1990 - December 1991
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1992
University of Karachi 1987 — 1989
Master of Science (M.Sc.), Economics
University of Karachi 1983 — 1986
Bachelor of Science (B.Sc.) Hons, Economics, Statistics & Mathematics
National Bank of Pakistan, New York June 2008 - Present
Wolfpack Trading LLc 2007 - 2008
Refco 1998 - 2006
Lamborn Asset Management, Inc. October 1992 - February 1998
ORIX USA Corporation February 1990 - December 1991
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1992
University of Karachi 1987 — 1989
Master of Science (M.Sc.), Economics
University of Karachi 1983 — 1986
Bachelor of Science (B.Sc.) Hons, Economics, Statistics & Mathematics
David Gilliand's ORIX USA Corporation Experience July 2013 - Present
Job Managing Director Head of Special Situations at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
ORIX USA Corporation July 2013 - Present
Goldman Sachs July 2008 - July 2013
UBS 1998 - 2008
Merrill Lynch 1993 - 1998
PNC Investments 1985 - 1993
Skills
Asset Management, Credit, Management, Fixed Income, Capital Markets, Investment Banking, Bonds, Derivatives, Bloomberg, Securities, Equities, Financial Modeling, Hedge Funds, Series 7, Valuation, Structured Finance, Structured Products, Portfolio Management, Trading, Investments
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The University of Kansas 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Bill Floyd's ORIX USA Corporation Experience April 2014 - Present
Job Associate Director at ORIX Mezzanine and Private Equity
Industry Financial Services
Experience
ORIX USA Corporation April 2014 - Present
ORIX USA Corporation April 2012 - April 2014
Vision Research Capital Management June 2007 - April 2012
Vision Research Capital Management May 2006 - May 2007
Skills
Valuation, Investments, Hedge Funds, Equities, Financial Modeling, Financial Analysis, LBO, Analysis, DCF, Due Diligence, Private Equity, Bloomberg, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Finance
ORIX USA Corporation April 2014 - Present
ORIX USA Corporation April 2012 - April 2014
Vision Research Capital Management June 2007 - April 2012
Vision Research Capital Management May 2006 - May 2007
Skills
Valuation, Investments, Hedge Funds, Equities, Financial Modeling, Financial Analysis, LBO, Analysis, DCF, Due Diligence, Private Equity, Bloomberg, Business Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Finance
Jonathan Souza's ORIX USA Corporation Experience July 2012 - Present
Job M&A and Corporate Development ORIX USA
Industry Financial Services
Experience
ORIX USA Corporation July 2012 - Present
ORIX USA Corporation October 2009 - June 2012
Capital Analytics September 2007 - September 2009
Deloitte September 2005 - September 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, GAAP, Internal Controls, Financial Modeling, Valuation, Due Diligence, Risk Analysis, CPA, Accounting, Mergers, Corporate Finance, Finance
Education
The University of Texas at Austin
ORIX USA Corporation July 2012 - Present
ORIX USA Corporation October 2009 - June 2012
Capital Analytics September 2007 - September 2009
Deloitte September 2005 - September 2007
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, GAAP, Internal Controls, Financial Modeling, Valuation, Due Diligence, Risk Analysis, CPA, Accounting, Mergers, Corporate Finance, Finance
Education
The University of Texas at Austin
Jordan Massey, CPA, CIA's ORIX USA Corporation Experience July 2004 - Present
Job Director, Internal Audit at ORIX USA Corporation
Industry Accounting
Experience
ORIX USA Corporation July 2004 - Present
SalmonBeach & Company June 2000 - July 2004
Skills
Internal Audit, Internal Controls, SOX, Sarbanes-Oxley Act, SEC filings, GAAP, US GAAP, Auditing, CPA, Financial Reporting, External Audit, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, Financial Audits, Accounting, Financial Statements, Financial Analysis, General Ledger, Due Diligence, Finance, Financial Risk, Account Reconciliation, Corporate Governance, Risk Assessment, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1997 — 2000
BBA, Accounting
ORIX USA Corporation July 2004 - Present
SalmonBeach & Company June 2000 - July 2004
Skills
Internal Audit, Internal Controls, SOX, Sarbanes-Oxley Act, SEC filings, GAAP, US GAAP, Auditing, CPA, Financial Reporting, External Audit, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, Financial Audits, Accounting, Financial Statements, Financial Analysis, General Ledger, Due Diligence, Finance, Financial Risk, Account Reconciliation, Corporate Governance, Risk Assessment, Mergers & Acquisitions
Education
Texas Tech University - Rawls College of Business 1997 — 2000
BBA, Accounting
Duane Morikawa's ORIX USA Corporation Experience 1995 - 2004
Job Director and Senior Counsel at Natixis
Industry Financial Services
Experience
Natixis 2005 - Present
UBS AG 2004 - 2005
ORIX USA Corporation 1995 - 2004
Skills
Admitted to New York..., Corporate Law, Corporate Governance, Capital Markets, Structured Finance, Derivatives, Private Equity, Legal Writing, Risk Management, Commercial Lending, Commercial Banking, Transactional Law, Document Drafting, Document Review, Corporate Finance, Securitization, Investment Banking, Securities Regulation, Hedge Funds, Securities, Investments, Structured Products, Financial Services
Education
New York Law School
Juris Doctorate
University of California, Los Angeles
Bachelor's degree, Mathematics Applied Science (Economics)
Natixis 2005 - Present
UBS AG 2004 - 2005
ORIX USA Corporation 1995 - 2004
Skills
Admitted to New York..., Corporate Law, Corporate Governance, Capital Markets, Structured Finance, Derivatives, Private Equity, Legal Writing, Risk Management, Commercial Lending, Commercial Banking, Transactional Law, Document Drafting, Document Review, Corporate Finance, Securitization, Investment Banking, Securities Regulation, Hedge Funds, Securities, Investments, Structured Products, Financial Services
Education
New York Law School
Juris Doctorate
University of California, Los Angeles
Bachelor's degree, Mathematics Applied Science (Economics)
Leanne Lee's ORIX USA Corporation Experience 2001 - 2005
Job Treasury & Financial Analyst
Industry Transportation/Trucking/Railroad
Experience
Coach USA, Inc. July 2012 - June 2014
Coach America November 2008 - July 2012
KeyBank Real Estate Capital September 2007 - September 2008
KeyBank Real Estate Capital 2006 - September 2007
ORIX USA Corporation 2001 - 2005
Education
The Ohio State University
B.S, Finance
Coach USA, Inc. July 2012 - June 2014
Coach America November 2008 - July 2012
KeyBank Real Estate Capital September 2007 - September 2008
KeyBank Real Estate Capital 2006 - September 2007
ORIX USA Corporation 2001 - 2005
Education
The Ohio State University
B.S, Finance
Marc Kutik's ORIX USA Corporation Experience February 2014 - Present
Job Senior Managing Director Chief Risk Officer at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
Benjamin Armenti's ORIX USA Corporation Experience October 2012 - Present
Job Associate Director at ORIX USA Municipal Investments
Industry Commercial Real Estate
Experience
ORIX USA Corporation October 2012 - Present
Orix Capital Markets, LLC May 2009 - October 2012
Dresdner Kleinwort June 2008 - April 2009
Ernst & Young February 2005 - June 2008
Skills
Structured Finance, Valuation, CDO, CMBS, ABS, Financial Modeling, Bonds, Real Estate, Capital Markets, Securitization, Risk Management, Investments, Finance, Banking, Financial Services, Due Diligence, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
BBA, Finance and Investments
ORIX USA Corporation October 2012 - Present
Orix Capital Markets, LLC May 2009 - October 2012
Dresdner Kleinwort June 2008 - April 2009
Ernst & Young February 2005 - June 2008
Skills
Structured Finance, Valuation, CDO, CMBS, ABS, Financial Modeling, Bonds, Real Estate, Capital Markets, Securitization, Risk Management, Investments, Finance, Banking, Financial Services, Due Diligence, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
BBA, Finance and Investments
Caleb Moore's ORIX USA Corporation Experience April 2013 - April 2014
Job Vice President, Treasurer and Head of Investor Relations
Industry Medical Devices
Experience
Acelity June 2015 - Present
Acelity February 2015 - June 2015
Kinetic Concepts (an Acelity company) May 2014 - February 2015
ORIX USA Corporation April 2013 - April 2014
ORIX USA Corporation March 2010 - April 2013
Highland Capital Management, L.P. August 2008 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Equities, LBO, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Finance
Acelity June 2015 - Present
Acelity February 2015 - June 2015
Kinetic Concepts (an Acelity company) May 2014 - February 2015
ORIX USA Corporation April 2013 - April 2014
ORIX USA Corporation March 2010 - April 2013
Highland Capital Management, L.P. August 2008 - March 2010
Deutsche Bank Securities June 2006 - July 2008
Skills
Valuation, Financial Modeling, Private Equity, Capital Markets, Investment Banking, Bloomberg, Hedge Funds, Corporate Finance, Due Diligence, Equities, LBO, Fixed Income
Education
Texas A&M University 2002 — 2006
Bachelor's degree, Finance
cami heerwagen's ORIX USA Corporation Experience August 2011 - June 2014
Job Senior Auditor at EnLink Midstream
Industry Accounting
Experience
EnLink Midstream June 2014 - Present
ORIX USA Corporation August 2011 - June 2014
Ernst & Young October 2009 - August 2011
Education
Texas A&M University - Mays Business School 2004 — 2009
Master's Degree, Bachelor - Accounting, Masters - Finance
EnLink Midstream June 2014 - Present
ORIX USA Corporation August 2011 - June 2014
Ernst & Young October 2009 - August 2011
Education
Texas A&M University - Mays Business School 2004 — 2009
Master's Degree, Bachelor - Accounting, Masters - Finance
Leroy Onishi's ORIX USA Corporation Experience 1997 - 2002
Job Vice President at Commercial Capital Finance Group
Industry Financial Services
Experience
Commercial Capital Finance Group January 2012 - Present
NBF Capital February 2008 - Present
East West Bank February 2007 - January 2008
BBH Financial Services 2002 - 2007
ORIX USA Corporation 1997 - 2002
Union Bank of California October 1977 - September 1997
Skills
Asset Based Lending, Banking, Commercial Lending, Investments, New Business Development, Commercial Banking, Finance, Financial Services, Loan Origination, Funding, Credit, Sales, Management, Financial Structuring, Portfolio Management, Loans, Small Business Lending, Executive Management, Credit Risk, Structured Finance, Underwriting, Capital Markets, Credit Analysis, Treasury Management, Mergers & Acquisitions, Commercial Mortgages, Syndications, Commercial Finance, Private Equity, Lines Of Credit, Project Finance, Middle Market, Due Diligence, Factoring, Investment Banking, Cash Flow Lending, Restructuring, Capital, Leveraged Finance, Cash Management, SBA
Education
California State University-Los Angeles 1966 — 1970
BA, Business
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration
Commercial Capital Finance Group January 2012 - Present
NBF Capital February 2008 - Present
East West Bank February 2007 - January 2008
BBH Financial Services 2002 - 2007
ORIX USA Corporation 1997 - 2002
Union Bank of California October 1977 - September 1997
Skills
Asset Based Lending, Banking, Commercial Lending, Investments, New Business Development, Commercial Banking, Finance, Financial Services, Loan Origination, Funding, Credit, Sales, Management, Financial Structuring, Portfolio Management, Loans, Small Business Lending, Executive Management, Credit Risk, Structured Finance, Underwriting, Capital Markets, Credit Analysis, Treasury Management, Mergers & Acquisitions, Commercial Mortgages, Syndications, Commercial Finance, Private Equity, Lines Of Credit, Project Finance, Middle Market, Due Diligence, Factoring, Investment Banking, Cash Flow Lending, Restructuring, Capital, Leveraged Finance, Cash Management, SBA
Education
California State University-Los Angeles 1966 — 1970
BA, Business
California State University-Los Angeles
Bachelor of Science (B.S.), Business Administration
Lori Kohn's ORIX USA Corporation Experience June 2007 - August 2009
Job Senior Vice President at The Northern Trust Corporation
Industry Real Estate
Experience
Northern Trust Corporation 2009 - Present
ORIX USA Corporation June 2007 - August 2009
Corus Bank June 2000 - January 2007
Heller Financial (now GE Capital) 1997 - 2000
Prudential Real Estate 1988 - 1996
Prudential Financial 1986 - 1988
Skills
Real Estate, Real Estate Transactions, Financial Analysis, Investment Properties, Asset Management, Dispositions, Real Estate Economics, Leases, Property Management, Real Estate Development, Due Diligence, Investments, Workout, Acquisitions, Asset Dispositions, OREO, Negotiation, Lease Negotiations, Real Estate Negotiating, Negotiating Leases, Commercial Real Estate, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Corporate Real Estate, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, Concentration in Entrepreneurial Management
New York University - Leonard N. Stern School of Business
Graduate business studies, MBA program
Northern Trust Corporation 2009 - Present
ORIX USA Corporation June 2007 - August 2009
Corus Bank June 2000 - January 2007
Heller Financial (now GE Capital) 1997 - 2000
Prudential Real Estate 1988 - 1996
Prudential Financial 1986 - 1988
Skills
Real Estate, Real Estate Transactions, Financial Analysis, Investment Properties, Asset Management, Dispositions, Real Estate Economics, Leases, Property Management, Real Estate Development, Due Diligence, Investments, Workout, Acquisitions, Asset Dispositions, OREO, Negotiation, Lease Negotiations, Real Estate Negotiating, Negotiating Leases, Commercial Real Estate, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Corporate Real Estate, Contract Negotiation
Education
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, Concentration in Entrepreneurial Management
New York University - Leonard N. Stern School of Business
Graduate business studies, MBA program
Brian Breithaupt's ORIX USA Corporation Experience April 2013 - Present
Job Associate Director at ORIX USA Corporation
Industry Financial Services
Experience
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
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
Zeba Ansari's ORIX USA Corporation Experience August 2009 - September 2013
Job
Industry Banking
Experience
Citi September 2015 - Present
Fannie Mae November 2013 - September 2015
ORIX USA Corporation August 2009 - September 2013
Guaranty Bank 2008 - 2009
RBC Royal Bank 2006 - 2008
J.P. Morgan 2001 - 2006
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Investments, Loans, Financial Analysis, Asset Management, Valuation, Due Diligence, Mergers & Acquisitions, Restructuring, Risk Management, Credit, Commercial Real Estate, Banking, Auditing
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business & Finance
American Graduate of International Management (Thunderbird)
Master's degree, Finance and Financial Management Services
Citi September 2015 - Present
Fannie Mae November 2013 - September 2015
ORIX USA Corporation August 2009 - September 2013
Guaranty Bank 2008 - 2009
RBC Royal Bank 2006 - 2008
J.P. Morgan 2001 - 2006
Skills
Portfolio Management, Credit Analysis, Commercial Lending, Investments, Loans, Financial Analysis, Asset Management, Valuation, Due Diligence, Mergers & Acquisitions, Restructuring, Risk Management, Credit, Commercial Real Estate, Banking, Auditing
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Business & Finance
American Graduate of International Management (Thunderbird)
Master's degree, Finance and Financial Management Services
Matthew Kyle Ellis's ORIX USA Corporation Experience July 2014 - Present
Job Corporate Development & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
ORIX USA Corporation July 2014 - Present
Houlihan Lokey July 2015 - August 2015
7-Eleven April 2014 - July 2014
7-Eleven May 2012 - April 2014
PwC January 2010 - May 2012
PwC January 2009 - April 2009
Skills
Valuation, Budgeting, Private Equity, Transaction Services, LBO, EV, Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Financial Planning, Forecasting, Business Valuation, Management Consulting, Strategic Planning, US GAAP, Business Planning, Business Strategy, Process Improvement, Strategy Development, Investment Banking, Divestitures, Cash Flow, Financial Management, Acquisition Integration, Due Diligence, Mergers, Capital Markets, Investments, Corporate Development, Bloomberg, Hedging, CPA, Chartered Financial..., Analysis, Mergers, Portfolio Management, DCF, Financial Accounting, SEC filings, Credit, Cash Management, Cash Flow Forecasting, Variance Analysis, Securities, Equity Research, Revenue Recognition, GAAP, Treasury
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters
Baylor University - Hankamer School of Business 2005 — 2008
BBA
Trinity Christian Academy 2001 — 2005
Addison, TX
ORIX USA Corporation July 2014 - Present
Houlihan Lokey July 2015 - August 2015
7-Eleven April 2014 - July 2014
7-Eleven May 2012 - April 2014
PwC January 2010 - May 2012
PwC January 2009 - April 2009
Skills
Valuation, Budgeting, Private Equity, Transaction Services, LBO, EV, Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Financial Planning, Forecasting, Business Valuation, Management Consulting, Strategic Planning, US GAAP, Business Planning, Business Strategy, Process Improvement, Strategy Development, Investment Banking, Divestitures, Cash Flow, Financial Management, Acquisition Integration, Due Diligence, Mergers, Capital Markets, Investments, Corporate Development, Bloomberg, Hedging, CPA, Chartered Financial..., Analysis, Mergers, Portfolio Management, DCF, Financial Accounting, SEC filings, Credit, Cash Management, Cash Flow Forecasting, Variance Analysis, Securities, Equity Research, Revenue Recognition, GAAP, Treasury
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters
Baylor University - Hankamer School of Business 2005 — 2008
BBA
Trinity Christian Academy 2001 — 2005
Addison, TX
Mark Locher's ORIX USA Corporation Experience 2007 - 2007
Job Managing Director at Gemino Healthcare Finance
Industry Financial Services
Experience
Gemino Healthcare Finance March 2014 - Present
NewStar Business Credit/CORE Business Credit 2007 - 2013
ORIX USA Corporation 2007 - 2007
ORIX USA Corporation 2007 - 2007
BMO Capital Markets 2004 - 2007
Heller Financial 2001 - 2002
GE Capital 1997 - 2001
National Bank of Canada 1993 - 1997
Continental Bank 1989 - 1989
Continental Bank 1989 - 1989
Skills
Asset Based Lending, Middle Market, Private Equity, Commercial Lending, Leveraged Finance, Mergers, Capital Markets, Investment Banking, LBO, Mezzanine, Financial Structuring, Capital, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Credit, Loans, Portfolio Management, Venture Capital, Financial Analysis, Financial Modeling, Capital Raising, Structured Finance, Banking, Valuation, Commercial Banking, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
Stanford University 1981 — 1986
BS, Management Science & Engineering
Monta Vista High School 1977 — 1981
Gemino Healthcare Finance March 2014 - Present
NewStar Business Credit/CORE Business Credit 2007 - 2013
ORIX USA Corporation 2007 - 2007
ORIX USA Corporation 2007 - 2007
BMO Capital Markets 2004 - 2007
Heller Financial 2001 - 2002
GE Capital 1997 - 2001
National Bank of Canada 1993 - 1997
Continental Bank 1989 - 1989
Continental Bank 1989 - 1989
Skills
Asset Based Lending, Middle Market, Private Equity, Commercial Lending, Leveraged Finance, Mergers, Capital Markets, Investment Banking, LBO, Mezzanine, Financial Structuring, Capital, Finance, Mergers & Acquisitions, Corporate Finance, Due Diligence, Credit, Loans, Portfolio Management, Venture Capital, Financial Analysis, Financial Modeling, Capital Raising, Structured Finance, Banking, Valuation, Commercial Banking, Credit Analysis
Education
University of California, Los Angeles - The Anderson School of Management 1988 — 1990
MBA
Stanford University 1981 — 1986
BS, Management Science & Engineering
Monta Vista High School 1977 — 1981
Kelly Iske's ORIX USA Corporation Experience 2007 - July 2009
Job Internal Audit Manager at UT Southwestern
Industry Financial Services
Experience
UT Southwestern Medical Center July 2014 - Present
Caliber Home Loans October 2009 - Present
Vericrest Financial 2009 - 2013
ORIX USA Corporation 2007 - July 2009
SOURCECORP 2003 - 2007
AMRESCO/Lend Lease 1998 - 2003
Kaiser Foundation Health Plan 1992 - 1998
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Risk Assessment
Education
Baylor University - Hankamer School of Business 1984 — 1987
BBA, Accounting
UT Southwestern Medical Center July 2014 - Present
Caliber Home Loans October 2009 - Present
Vericrest Financial 2009 - 2013
ORIX USA Corporation 2007 - July 2009
SOURCECORP 2003 - 2007
AMRESCO/Lend Lease 1998 - 2003
Kaiser Foundation Health Plan 1992 - 1998
Skills
Internal Audit, Internal Controls, Auditing, Sarbanes-Oxley, Risk Assessment
Education
Baylor University - Hankamer School of Business 1984 — 1987
BBA, Accounting
Steve Handy APM's ORIX USA Corporation Experience November 2001 - March 2004
Job Senior Accounting Manager
Industry Hospital & Health Care
Experience
MedAssets May 2015 - Present
Voya Financial March 2011 - May 2015
DiversiTech Corporation March 2006 - April 2010
World Travel Service, LLC January 2004 - December 2006
ORIX USA Corporation November 2001 - March 2004
Verso Technologies February 2000 - September 2001
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Microsoft Word, Budgets, Process Improvement, Accounts Payable, Account Reconciliation, Outlook, Management, Finance, Financial Accounting, Analysis, Payroll, Business Process..., Management Accounting, PeopleSoft, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Customer Service, Vendor Management, Team Building, Leadership, Strategic Planning
Education
The University of Memphis 1988 — 1992
Bachelor's degree, Finance
MedAssets May 2015 - Present
Voya Financial March 2011 - May 2015
DiversiTech Corporation March 2006 - April 2010
World Travel Service, LLC January 2004 - December 2006
ORIX USA Corporation November 2001 - March 2004
Verso Technologies February 2000 - September 2001
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Financial Reporting, Microsoft Word, Budgets, Process Improvement, Accounts Payable, Account Reconciliation, Outlook, Management, Finance, Financial Accounting, Analysis, Payroll, Business Process..., Management Accounting, PeopleSoft, Sarbanes-Oxley Act, Variance Analysis, General Ledger, Customer Service, Vendor Management, Team Building, Leadership, Strategic Planning
Education
The University of Memphis 1988 — 1992
Bachelor's degree, Finance
Scott Redick's ORIX USA Corporation Experience May 2005 - May 2007
Job Application Architect at DineEquity
Industry Information Technology and Services
Experience
DineEquity, Inc. March 2011 - Present
eCapital Advisors May 2007 - March 2011
ORIX USA Corporation May 2005 - May 2007
ORIX USA Corporation December 2003 - May 2005
MBNA (now Bank of America) July 2003 - November 2003
Gemplus (now Gemalto) January 2001 - March 2002
Gemplus (now Gemalto) February 1999 - December 2000
Bank One Mortgage Capital Markets (now ORIX USA Corporation) November 1998 - January 1999
VeriFone June 1997 - September 1998
Ericsson May 1996 - August 1996
Skills
Data Warehousing, Finance, Cognos, Business Intelligence, Essbase, OLAP, Management, Hyperion Planning, Business Analysis, Hyperion Enterprise, EPM, Data Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business Administration
Colorado College 1985 — 1989
BA, Economics
DineEquity, Inc. March 2011 - Present
eCapital Advisors May 2007 - March 2011
ORIX USA Corporation May 2005 - May 2007
ORIX USA Corporation December 2003 - May 2005
MBNA (now Bank of America) July 2003 - November 2003
Gemplus (now Gemalto) January 2001 - March 2002
Gemplus (now Gemalto) February 1999 - December 2000
Bank One Mortgage Capital Markets (now ORIX USA Corporation) November 1998 - January 1999
VeriFone June 1997 - September 1998
Ericsson May 1996 - August 1996
Skills
Data Warehousing, Finance, Cognos, Business Intelligence, Essbase, OLAP, Management, Hyperion Planning, Business Analysis, Hyperion Enterprise, EPM, Data Modeling
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Business Administration
Colorado College 1985 — 1989
BA, Economics
Uel Pitts III's ORIX USA Corporation Experience July 2015 - Present
Job Senior IT Business Analyst at ORIX USA Corporation
Industry Banking
Experience
ORIX USA Corporation July 2015 - Present
Goldman Sachs September 2006 - June 2015
Skills
Financial Modeling
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (BBA)
ORIX USA Corporation July 2015 - Present
Goldman Sachs September 2006 - June 2015
Skills
Financial Modeling
Education
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (BBA)
Gerald Mascavage's ORIX USA Corporation Experience 2004 - 2004
Job Currently seeking new opportunities
Industry Financial Services
Experience
Indirect Tax Profressional 2014 - Present
Manhattan Associates November 2013 - February 2014
Global Payments June 2004 - May 2013
ORIX USA Corporation 2004 - 2004
PRG Shultz 2000 - 2004
Skills
Use Tax, Tax Audits, Property Tax, Sales Tax, Tax Compliance, Personal Property, Sarbanes-Oxley Act, Tax Accounting, Indirect Taxation, Tax, Corporate Tax, Auditing, Financial Audits, Fixed Assets, Income Tax, Account Reconciliation, Sarbanes-Oxley, Tax Research, GAAP, International Tax, Tax Preparation, Variance Analysis, CPA, General Ledger, SEC filings, Analysis, Internal Audit, Sales & Use Tax, Financial Reporting, Vertex, Financial Statements, Tax Law, Cash Management, OneSource, Accruals, Journal Entries, Due Diligence, Financial Accounting, Internal Controls, Accounting, Financial Analysis, Accounts Payable, Managerial Finance
Education
Pace University - Lubin School of Business
MBA, Finance
Bloomsburg University of Pennsylvania
BA, Business Education
Indirect Tax Profressional 2014 - Present
Manhattan Associates November 2013 - February 2014
Global Payments June 2004 - May 2013
ORIX USA Corporation 2004 - 2004
PRG Shultz 2000 - 2004
Skills
Use Tax, Tax Audits, Property Tax, Sales Tax, Tax Compliance, Personal Property, Sarbanes-Oxley Act, Tax Accounting, Indirect Taxation, Tax, Corporate Tax, Auditing, Financial Audits, Fixed Assets, Income Tax, Account Reconciliation, Sarbanes-Oxley, Tax Research, GAAP, International Tax, Tax Preparation, Variance Analysis, CPA, General Ledger, SEC filings, Analysis, Internal Audit, Sales & Use Tax, Financial Reporting, Vertex, Financial Statements, Tax Law, Cash Management, OneSource, Accruals, Journal Entries, Due Diligence, Financial Accounting, Internal Controls, Accounting, Financial Analysis, Accounts Payable, Managerial Finance
Education
Pace University - Lubin School of Business
MBA, Finance
Bloomsburg University of Pennsylvania
BA, Business Education
Nathalia Paulinelli's ORIX USA Corporation Experience April 2014 - Present
Job Associate Latin America at ORIX Americas
Industry Banking
Experience
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 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
Tyler Shin's ORIX USA Corporation Experience August 2011 - Present
Job Leverage Finance/Restructuring
Industry Investment Management
Experience
ORIX USA Corporation August 2011 - Present
Wells Fargo January 2009 - August 2011
Wells Fargo September 2008 - January 2009
Wells Fargo Foothill April 2006 - September 2008
Education
University of California, Los Angeles 2002 — 2005
BA, Psychology
ORIX USA Corporation August 2011 - Present
Wells Fargo January 2009 - August 2011
Wells Fargo September 2008 - January 2009
Wells Fargo Foothill April 2006 - September 2008
Education
University of California, Los Angeles 2002 — 2005
BA, Psychology
Laura Johnson's ORIX USA Corporation Experience September 2015 - Present
Job Associate Director at Orix Ventures
Industry Investment Management
Experience
ORIX USA Corporation September 2015 - Present
RichRelevance May 2014 - May 2015
Medley Capital July 2013 - April 2014
Victory Park Capital Advisors February 2012 - August 2012
Prudential Capital Group November 2007 - July 2011
Credit Suisse September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM) March 2006 - September 2006
Rutberg & Company January 2006 - March 2006
Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting
University of San Francisco
Bachelor of Science, Finance
Alhambra High School
ORIX USA Corporation September 2015 - Present
RichRelevance May 2014 - May 2015
Medley Capital July 2013 - April 2014
Victory Park Capital Advisors February 2012 - August 2012
Prudential Capital Group November 2007 - July 2011
Credit Suisse September 2006 - April 2007
JH Whitney Investment Management ($300 million AUM) March 2006 - September 2006
Rutberg & Company January 2006 - March 2006
Skills
Valuation, Financial Analysis, Bloomberg, Hedge Funds, Investment Banking, Asset Managment, Capital Markets, Capital IQ, LBO, Mergers, Credit Analysis, Finance, Economics, Business Valuation, Series 7, Derivatives, Distressed Debt, Restructuring, Corporate Finance, Strategic Planning, Private Equity, Private Placements, Special Situations..., High Yield Bonds, Operational Turnaround, Asset Based Lending, Asset Management, Bonds, High Yield, Mezzanine, Structured Finance, Credit, DCF, M&A experience, Corporate Development, Equity Valuation, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Accounting
University of San Francisco
Bachelor of Science, Finance
Alhambra High School
Shereen El Domeiri's ORIX USA Corporation Experience December 2014 - Present
Job Associate Counsel at ORIX USA Corporation
Industry Law Practice
Experience
ORIX USA Corporation December 2014 - Present
City of Dallas September 2014 - Present
City of Dallas October 2012 - May 2014
Federal Trade Commission January 2009 - October 2012
Dallas City Attorney's Office - General Litigation Division July 2005 - December 2008
Dallas City Attorney's Office - Prosecution Division March 2005 - July 2005
Billy D. Price, P.C. 2003 - 2005
Skills
Bankruptcy, Civil Litigation, Trials, Legal Research, Courts, Legal Writing, Appeals, Judicial, Hearings, Consumer Law, Trial Practice, Negotiation, Settlement, Litigation, Commercial Litigation, Mediation, Criminal Law, Administrative Law, Westlaw, Municipal Law, Business Litigation, Arbitration
Education
Southern Methodist University Dedman School of Law 1999 — 2002
J.D.
Bryn Mawr College 1993 — 1997
A.B.
ORIX USA Corporation December 2014 - Present
City of Dallas September 2014 - Present
City of Dallas October 2012 - May 2014
Federal Trade Commission January 2009 - October 2012
Dallas City Attorney's Office - General Litigation Division July 2005 - December 2008
Dallas City Attorney's Office - Prosecution Division March 2005 - July 2005
Billy D. Price, P.C. 2003 - 2005
Skills
Bankruptcy, Civil Litigation, Trials, Legal Research, Courts, Legal Writing, Appeals, Judicial, Hearings, Consumer Law, Trial Practice, Negotiation, Settlement, Litigation, Commercial Litigation, Mediation, Criminal Law, Administrative Law, Westlaw, Municipal Law, Business Litigation, Arbitration
Education
Southern Methodist University Dedman School of Law 1999 — 2002
J.D.
Bryn Mawr College 1993 — 1997
A.B.
Delyn Ramey's ORIX USA Corporation Experience July 2015 - Present
Job IT Director Business Solutions at ORIX USA Corporation
Industry Information Technology and Services
Experience
ORIX USA Corporation July 2015 - Present
Markit April 2013 - Present
Markit October 2009 - March 2013
ORIX USA August 2007 - October 2009
ORIX USA May 2005 - August 2007
ORIX USA October 2002 - May 2005
Headstrong January 2000 - October 2002
Skills
Analysis, Process Improvement, Business Analysis, Software Documentation, Vendor Management, Portfolio Management, Product Management, Business Intelligence, SDLC, Fixed Income, Project Management, Software Development, Financial Services, Quality Assurance, CRM, Management, Business Process, Strategic Planning, Capital Markets
Education
Texas A&M University - Mays Business School 1996 — 1999
B.B.A, Management Information Systems
ORIX USA Corporation July 2015 - Present
Markit April 2013 - Present
Markit October 2009 - March 2013
ORIX USA August 2007 - October 2009
ORIX USA May 2005 - August 2007
ORIX USA October 2002 - May 2005
Headstrong January 2000 - October 2002
Skills
Analysis, Process Improvement, Business Analysis, Software Documentation, Vendor Management, Portfolio Management, Product Management, Business Intelligence, SDLC, Fixed Income, Project Management, Software Development, Financial Services, Quality Assurance, CRM, Management, Business Process, Strategic Planning, Capital Markets
Education
Texas A&M University - Mays Business School 1996 — 1999
B.B.A, Management Information Systems
Cole Claiborn's ORIX USA Corporation Experience April 2014 - Present
Job Associate at ORIX USA Corporation
Industry Capital Markets
Experience
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
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
Edwin Taylor's ORIX USA Corporation Experience August 2001 - November 2004
Job AVP Senior Client Support Manager QBE FIRST
Industry Financial Services
Experience
QBE FIRST February 2007 - May 2014
ORIX USA Corporation August 2001 - November 2004
Chase Manhattan Mortgage July 1999 - August 2001
Chase Manhattan Mortgage March 1997 - July 1999
Skills
Software Documentation, Business Analysis, Call Centers, Visio, SDLC, Insurance, Vendor Management, Process Improvement, Leadership, Underwriting, Risk Management, Customer Service, Management, Banking, Team Building, Microsoft Office, Team Management, Microsoft Excel, Coaching, Credit, Sales
Education
Sacramento City College
Marketing
QBE FIRST February 2007 - May 2014
ORIX USA Corporation August 2001 - November 2004
Chase Manhattan Mortgage July 1999 - August 2001
Chase Manhattan Mortgage March 1997 - July 1999
Skills
Software Documentation, Business Analysis, Call Centers, Visio, SDLC, Insurance, Vendor Management, Process Improvement, Leadership, Underwriting, Risk Management, Customer Service, Management, Banking, Team Building, Microsoft Office, Team Management, Microsoft Excel, Coaching, Credit, Sales
Education
Sacramento City College
Marketing
Stephen Sagebiel's ORIX USA Corporation Experience August 2006 - January 2009
Job Tax Compliance Manager at Safran USA
Industry Aviation & Aerospace
Experience
Safran USA, Inc. May 2013 - Present
FedEx Office & Print Services Inc January 2009 - May 2013
ORIX USA Corporation August 2006 - January 2009
GRUMA March 2005 - August 2006
RadioShack March 2000 - March 2005
Education
The University of Texas at Arlington
Bachelor of Business Administration, Accounting
GHS
Safran USA, Inc. May 2013 - Present
FedEx Office & Print Services Inc January 2009 - May 2013
ORIX USA Corporation August 2006 - January 2009
GRUMA March 2005 - August 2006
RadioShack March 2000 - March 2005
Education
The University of Texas at Arlington
Bachelor of Business Administration, Accounting
GHS
Stephen Broom's ORIX USA Corporation Experience September 2011 - Present
Job Tax Manager at Orix USA Corporation
Industry Accounting
Ethel Barber, CCP, PHR's ORIX USA Corporation Experience March 2014 - Present
Job Manager Compensation at Methodist Health System
Industry Financial Services
Experience
Methodist Health System July 2015 - Present
ORIX USA Corporation March 2014 - Present
ORIX USA Corporation May 2015 - July 2015
Kelly Services January 2014 - March 2014
Celanese Corporation May 2011 - June 2013
Celanese September 2008 - May 2011
Celanese July 2007 - September 2008
Celanese December 2005 - July 2007
Flowserve March 2003 - December 2005
Skills
Executive Pay, HRIS, Payroll, Employee Benefits, Human Resources, Deferred Compensation, Employee Relations, Performance Management, ADP Payroll, Personnel Management, SAP HR, Training, Compensation & Benefit, SAP, Performance Appraisal, Management, Compensation & Benefits
Education
Dallas Baptist University 2005 — 2007
MAM, Human Resources Management
Dallas Baptist University 2002 — 2005
BS, Management Information Systems
Methodist Health System July 2015 - Present
ORIX USA Corporation March 2014 - Present
ORIX USA Corporation May 2015 - July 2015
Kelly Services January 2014 - March 2014
Celanese Corporation May 2011 - June 2013
Celanese September 2008 - May 2011
Celanese July 2007 - September 2008
Celanese December 2005 - July 2007
Flowserve March 2003 - December 2005
Skills
Executive Pay, HRIS, Payroll, Employee Benefits, Human Resources, Deferred Compensation, Employee Relations, Performance Management, ADP Payroll, Personnel Management, SAP HR, Training, Compensation & Benefit, SAP, Performance Appraisal, Management, Compensation & Benefits
Education
Dallas Baptist University 2005 — 2007
MAM, Human Resources Management
Dallas Baptist University 2002 — 2005
BS, Management Information Systems
Aaron Hemphill's ORIX USA Corporation Experience April 2014 - Present
Job Associate at ORIX USA Corporation
Industry Financial Services
Experience
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 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
Jonathan Ashton's ORIX USA Corporation Experience July 2014 - Present
Job at
Industry Accounting
Experience
ORIX USA Corporation July 2014 - Present
KPMG US October 2013 - June 2014
KPMG US February 2012 - September 2013
Purdue University September 2009 - December 2011
Education
Purdue University 2009 — 2011
Bachelor of Science, Major in Accounting
University of Michigan Medical School 2006 — 2008
PhD Program No degree Obtained, Immunology
Carleton College 2002 — 2006
Bachelor of Arts, Biology
ORIX USA Corporation July 2014 - Present
KPMG US October 2013 - June 2014
KPMG US February 2012 - September 2013
Purdue University September 2009 - December 2011
Education
Purdue University 2009 — 2011
Bachelor of Science, Major in Accounting
University of Michigan Medical School 2006 — 2008
PhD Program No degree Obtained, Immunology
Carleton College 2002 — 2006
Bachelor of Arts, Biology
Jonathan Kern's ORIX USA Corporation Experience 2014 - Present
Job Chief Investment Officer ORIX USA | Developing & Leading Transformational Growth Strategy at this Dynamic Organization
Industry Investment Management
Experience
ORIX USA Corporation 2014 - Present
GE Capital Real Estate 2010 - 2013
GE Capital Real Estate 2003 - 2010
J. E. Robert Companies 1996 - 2002
J. E. Robert Companies 1992 - 1996
Bankers Trust Company 1985 - 1992
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.) with Distinction
Harvard University
Bachelor of Arts (B.A.) - John Harvard Scholar, Phi Beta Kappa, Economics
The Dalton School
ORIX USA Corporation 2014 - Present
GE Capital Real Estate 2010 - 2013
GE Capital Real Estate 2003 - 2010
J. E. Robert Companies 1996 - 2002
J. E. Robert Companies 1992 - 1996
Bankers Trust Company 1985 - 1992
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.) with Distinction
Harvard University
Bachelor of Arts (B.A.) - John Harvard Scholar, Phi Beta Kappa, Economics
The Dalton School
Laura May, CPA's ORIX USA Corporation Experience March 2012 - Present
Job Tax Manager at ORIX USA Corporation
Industry Accounting
Experience
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
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
Brad Borud's ORIX USA Corporation Experience May 2012 - Present
Job Managing Director at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation May 2012 - Present
CXD Holdings, LLC November 2010 - June 2012
Highland Capital Management, L.P. November 1996 - October 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
ORIX USA Corporation May 2012 - Present
CXD Holdings, LLC November 2010 - June 2012
Highland Capital Management, L.P. November 1996 - October 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Finance
Ardelia Peoples-Watkis's ORIX USA Corporation Experience January 1987 - December 1989
Job Sr. Accounts Payable Specialist at Pace University
Industry Higher Education
Experience
Pace University September 2000 - Present
Hallmark Entertainment January 1990 - December 1999
ORIX USA Corporation January 1987 - December 1989
Education
High School of Fashion Industries 1981 — 1985
H.S. Diploma, Fashion Merchandising
Pace University
Pace University September 2000 - Present
Hallmark Entertainment January 1990 - December 1999
ORIX USA Corporation January 1987 - December 1989
Education
High School of Fashion Industries 1981 — 1985
H.S. Diploma, Fashion Merchandising
Pace University
Debbie Gurley's ORIX USA Corporation Experience June 1999 - April 2000
Job President
Industry Real Estate
Experience
FFP Buys Houses April 2011 - Present
Vehicle and Equipment Leasing Company April 2000 - October 2002
ORIX USA Corporation June 1999 - April 2000
Dell June 1997 - June 1999
First United Leasing Company June 1987 - June 1997
Skills
Home Remodel, House..., Microsoft Word, Windows, Microsoft Excel, Renovation, Microsoft Office, Office Management, PowerPoint, Project Management, Painting, Account Reconciliation, Customer Service, Foreclosures, Key Account Development, Loans, Lead Generation, Contractors, Small Business, New Business Development, Contract Negotiation, Networking
Education
Loyola University Chicago 1988 — 1992
Bachelor of Business Administration (BBA), Management & Marketing
Oakton Community College 1986 — 1988
Associate's degree, Business, Management, Marketing, and Related Support Services
FFP Buys Houses April 2011 - Present
Vehicle and Equipment Leasing Company April 2000 - October 2002
ORIX USA Corporation June 1999 - April 2000
Dell June 1997 - June 1999
First United Leasing Company June 1987 - June 1997
Skills
Home Remodel, House..., Microsoft Word, Windows, Microsoft Excel, Renovation, Microsoft Office, Office Management, PowerPoint, Project Management, Painting, Account Reconciliation, Customer Service, Foreclosures, Key Account Development, Loans, Lead Generation, Contractors, Small Business, New Business Development, Contract Negotiation, Networking
Education
Loyola University Chicago 1988 — 1992
Bachelor of Business Administration (BBA), Management & Marketing
Oakton Community College 1986 — 1988
Associate's degree, Business, Management, Marketing, and Related Support Services
Patrick Zetlmaier's ORIX USA Corporation Experience March 2002 - Present
Job Associate director at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation March 2002 - Present
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
California State Polytechnic University-Pomona 1989 — 1994
Bachelor of science in Business Administration, Finance, Real Estate & Law
ORIX USA Corporation March 2002 - Present
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
California State Polytechnic University-Pomona 1989 — 1994
Bachelor of science in Business Administration, Finance, Real Estate & Law
Jones Toni's ORIX USA Corporation Experience A/P ManagerHLHZ/ORIX USA Corp1996 - 2013
Job A/P Manager at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation A/P ManagerHLHZ/ORIX USA Corp1996 - 2013
HLHZ/ORIX USA Corp 1996 - 2013
Education
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Accounting and Finance
ORIX USA Corporation A/P ManagerHLHZ/ORIX USA Corp1996 - 2013
HLHZ/ORIX USA Corp 1996 - 2013
Education
Dallas Baptist University 2000 — 2002
Bachelor's Degree, Accounting and Finance
Barry Gold's ORIX USA Corporation Experience January 2015 - Present
Job Managing Director at ORIX USA Corporation
Industry Investment Management
Experience
ORIX USA Corporation January 2015 - Present
M. Klein and Company October 2013 - December 2014
Energy infrastructure fund January 2012 - December 2013
The Carlyle Group March 2006 - December 2011
Citi August 1997 - March 2006
Airport Group International August 1996 - August 1997
Lehman Brothers February 1993 - August 1996
Citi January 1989 - February 1993
Skills
Private Equity, Due Diligence, Investment Banking, Capital Markets, Valuation, Corporate Finance, Fixed Income, Structured Finance, Financial Structuring, Business Development, Business Planning, Investment Strategies, Investor Relations, Banking, Entrepreneurship, Start-ups, Derivatives, Restructuring, Mergers, Financial Modeling, Asset Management
Education
New York University 1984 — 1985
MBA, Finance, General
New York University 1981 — 1983
Bachelor of Science (BS)
ORIX USA Corporation January 2015 - Present
M. Klein and Company October 2013 - December 2014
Energy infrastructure fund January 2012 - December 2013
The Carlyle Group March 2006 - December 2011
Citi August 1997 - March 2006
Airport Group International August 1996 - August 1997
Lehman Brothers February 1993 - August 1996
Citi January 1989 - February 1993
Skills
Private Equity, Due Diligence, Investment Banking, Capital Markets, Valuation, Corporate Finance, Fixed Income, Structured Finance, Financial Structuring, Business Development, Business Planning, Investment Strategies, Investor Relations, Banking, Entrepreneurship, Start-ups, Derivatives, Restructuring, Mergers, Financial Modeling, Asset Management
Education
New York University 1984 — 1985
MBA, Finance, General
New York University 1981 — 1983
Bachelor of Science (BS)
Sue Feingold's ORIX USA Corporation Experience May 1988 - September 1999
Job Student at The New Millennium Training Center
Industry Accounting
Experience
Home September 1999 - Present
ORIX USA Corporation May 1988 - September 1999
Education
The New Millennium Training Center 2014 — 2014
Pace University - Lubin School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Home September 1999 - Present
ORIX USA Corporation May 1988 - September 1999
Education
The New Millennium Training Center 2014 — 2014
Pace University - Lubin School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.