PCE Investment Bankers
Description
Address: 215 E Ridgewood Ave, Ridgewood, NJ 07450 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (201) 444-6280: : Place name: : Category: : Website: : : Website: http://www.pcecompanies.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PCE Investment Bankers - ESOP - Valuation - Advisory Posting publicly on the Web Write a review Reviews Be the first to review From PCE Investment Bankers - ESOP - Valuation - Advisory "Serving middle market business owners"
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PCE Investment Bankers Employees
Employee
Years
Job
Industry
Kathleen Hock Kathleen Hock's PCE Investment Bankers Experience January 2010 - April 2010
Job Project Manager at EMI Research Solutions
Industry Market Research
Experience
EMI - Research Solutions March 2015 - Present
Federated Sample July 2014 - September 2014
Federated Sample January 2013 - July 2014
Federated Sample May 2012 - December 2012
Eaton Vance October 2011 - May 2012
Rollins College September 2010 - April 2011
Enerfab May 2010 - August 2010
PCE Investment Bankers January 2010 - April 2010
Enerfab June 2008 - August 2008
Rustic Pathways May 2008 - August 2008
Skills
SAP, SPSS, Minitab, PowerPoint, Microsoft Excel, Fulcrum, Market Research, Project Management, Management, Six Sigma, Training, Microsoft Office, Data Analysis, Finance, Financial Analysis, Social Media, Customer Service, Client Services, Fulcrum Expert, Marketing, Analysis, Analytics
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master, Business Administration
Tulane University 2005 — 2009
A. B. Freeman School; Bachelor of Science, Business; Finance; Energy Markets; Psychology
Instituto Centroamericano de Administración de Empresas 2011 — 2011
Sustainability Seminar, Global Sustainability
Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Mexican Tourism Seminar
Columbia University in the City of New York 2005 — 2005
The Summit Country Day School 2001 — 2005
High School Diploma
EMI - Research Solutions March 2015 - Present
Federated Sample July 2014 - September 2014
Federated Sample January 2013 - July 2014
Federated Sample May 2012 - December 2012
Eaton Vance October 2011 - May 2012
Rollins College September 2010 - April 2011
Enerfab May 2010 - August 2010
PCE Investment Bankers January 2010 - April 2010
Enerfab June 2008 - August 2008
Rustic Pathways May 2008 - August 2008
Skills
SAP, SPSS, Minitab, PowerPoint, Microsoft Excel, Fulcrum, Market Research, Project Management, Management, Six Sigma, Training, Microsoft Office, Data Analysis, Finance, Financial Analysis, Social Media, Customer Service, Client Services, Fulcrum Expert, Marketing, Analysis, Analytics
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
Master, Business Administration
Tulane University 2005 — 2009
A. B. Freeman School; Bachelor of Science, Business; Finance; Energy Markets; Psychology
Instituto Centroamericano de Administración de Empresas 2011 — 2011
Sustainability Seminar, Global Sustainability
Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Mexican Tourism Seminar
Columbia University in the City of New York 2005 — 2005
The Summit Country Day School 2001 — 2005
High School Diploma
Nicholas Carbone CPA Nicholas Carbone CPA's PCE Investment Bankers Experience June 1997 - December 2004
Job Vice President of Capital Strategies at CFO Strategic Partners
Industry Financial Services
Experience
CFO Strategic Partners June 2015 - Present
Davis, Grim and Company, P.A. July 2014 - July 2015
Aria Capital Advisors, LLC June 2008 - December 2012
PCE Investment Bankers June 1997 - December 2004
KPMG 1988 - 1997
Skills
Mergers & Acquisitions, Corporate Finance
Education
University of Florida 1984 — 1988
Bachelor of Science, Accounting
CFO Strategic Partners June 2015 - Present
Davis, Grim and Company, P.A. July 2014 - July 2015
Aria Capital Advisors, LLC June 2008 - December 2012
PCE Investment Bankers June 1997 - December 2004
KPMG 1988 - 1997
Skills
Mergers & Acquisitions, Corporate Finance
Education
University of Florida 1984 — 1988
Bachelor of Science, Accounting
Svetoslava Syarova Svetoslava Syarova's PCE Investment Bankers Experience April 2011 - June 2011
Job Financial Analyst
Industry Financial Services
Experience
CNL Financial Group May 2012 - Present
Tupperware Brands June 2011 - April 2012
PCE Investment Bankers April 2011 - June 2011
Uniqa Bulgaria October 2009 - July 2010
Skills
Financial Modeling, Financial Analysis, Business Valuation, Financial Accounting, Valuation, Finance, Financial Reporting, Due Diligence, Accounting, Strategic Financial..., Corporate Finance, Internal Controls, Forecasting, Managerial Finance, Mergers, Auditing, Financial Audits, Financial Risk, Analysis, Business Analysis, Economics, Account Reconciliation, Banking, Microsoft Excel, Cash Flow, Credit, Portfolio Management, Budgets, Investments, Credit Analysis, Business Development, Management, Risk Management, Credit Risk, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
American University in Bulgaria 2005 — 2009
Business Administration, Accounting and Finance
CNL Financial Group May 2012 - Present
Tupperware Brands June 2011 - April 2012
PCE Investment Bankers April 2011 - June 2011
Uniqa Bulgaria October 2009 - July 2010
Skills
Financial Modeling, Financial Analysis, Business Valuation, Financial Accounting, Valuation, Finance, Financial Reporting, Due Diligence, Accounting, Strategic Financial..., Corporate Finance, Internal Controls, Forecasting, Managerial Finance, Mergers, Auditing, Financial Audits, Financial Risk, Analysis, Business Analysis, Economics, Account Reconciliation, Banking, Microsoft Excel, Cash Flow, Credit, Portfolio Management, Budgets, Investments, Credit Analysis, Business Development, Management, Risk Management, Credit Risk, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
American University in Bulgaria 2005 — 2009
Business Administration, Accounting and Finance
Charlotte Anne Jacobs Charlotte Anne Jacobs's PCE Investment Bankers Experience January 2010 - March 2010
Job Eager to add value.
Industry Financial Services
Experience
American Capital January 2014 - January 2015
American Capital January 2012 - December 2013
American Capital October 2010 - February 2012
PCE Investment Bankers January 2010 - March 2010
The Heritage Foundation December 2008 - January 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Venture Capital, Due Diligence, Financial Modeling, Investments, Entrepreneurship, Business Development, Finance, Private Equity, Strategic Planning, Business Planning, Equities, Capital Markets, Analytics, Market Research, Alternative Investments, Marketing Strategy
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Management
Rollins College 2005 — 2009
B.A., International Business
Strasbourg Summer Language Institute 2007 — 2007
American Capital January 2014 - January 2015
American Capital January 2012 - December 2013
American Capital October 2010 - February 2012
PCE Investment Bankers January 2010 - March 2010
The Heritage Foundation December 2008 - January 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Venture Capital, Due Diligence, Financial Modeling, Investments, Entrepreneurship, Business Development, Finance, Private Equity, Strategic Planning, Business Planning, Equities, Capital Markets, Analytics, Market Research, Alternative Investments, Marketing Strategy
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Entrepreneurship and Management
Rollins College 2005 — 2009
B.A., International Business
Strasbourg Summer Language Institute 2007 — 2007
Caleb Brown Caleb Brown's PCE Investment Bankers Experience September 2009 - December 2009
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin June 2013 - Present
Lockheed Martin June 2011 - May 2013
Lockheed Martin June 2010 - September 2010
PCE Investment Bankers September 2009 - December 2009
US Army July 2004 - June 2009
Skills
Leadership, Military, Strategy, Security Clearance, Project Management, Logistics, Training, Strategic Planning, Business Development, Competitive Analysis, Business Planning, Recruiting, Marketing Strategy, Market Analysis, Manufacturing, DoD, Six Sigma, Operations Management, Process Improvement, Cross-functional Team..., Program Management, Operational Planning, Army
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management and Finance
United States Military Academy at West Point 2000 — 2004
B.S, Geospatial Information Science; Environmental Engineering
Lockheed Martin June 2013 - Present
Lockheed Martin June 2011 - May 2013
Lockheed Martin June 2010 - September 2010
PCE Investment Bankers September 2009 - December 2009
US Army July 2004 - June 2009
Skills
Leadership, Military, Strategy, Security Clearance, Project Management, Logistics, Training, Strategic Planning, Business Development, Competitive Analysis, Business Planning, Recruiting, Marketing Strategy, Market Analysis, Manufacturing, DoD, Six Sigma, Operations Management, Process Improvement, Cross-functional Team..., Program Management, Operational Planning, Army
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management and Finance
United States Military Academy at West Point 2000 — 2004
B.S, Geospatial Information Science; Environmental Engineering
Aaron Russell's PCE Investment Bankers Experience June 2008 - July 2010
Job Content Distribution and Telecom Professional
Industry Telecommunications
Experience
Facebook December 2014 - Present
Highwinds January 2014 - December 2014
Highwinds July 2010 - December 2013
PCE Investment Bankers June 2008 - July 2010
Skills
Business Valuation, Strategic Partnerships, Mergers & Acquisitions, Contract Negotiation, New Business Development, Investment Banking, Financial Modeling, Content Delivery, P&L Management, Business Advisory, Telecommunications, Internet Services, Global P&L Management, Acquisitions, Contract Pricing, Bandwidth Optimization, HTTP, VPN, Cloud Computing, BGP, TCP/IP, sFlow, NNTP, CCNA, Data Center, IP, Strategy
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, Cum Laude
Wake Forest University 2004 — 2008
BS, Business Administration and Management, General
Seminole State College of Florida 2014 — 2015
Cisco/CCNA Networking and Telecommunications
Facebook December 2014 - Present
Highwinds January 2014 - December 2014
Highwinds July 2010 - December 2013
PCE Investment Bankers June 2008 - July 2010
Skills
Business Valuation, Strategic Partnerships, Mergers & Acquisitions, Contract Negotiation, New Business Development, Investment Banking, Financial Modeling, Content Delivery, P&L Management, Business Advisory, Telecommunications, Internet Services, Global P&L Management, Acquisitions, Contract Pricing, Bandwidth Optimization, HTTP, VPN, Cloud Computing, BGP, TCP/IP, sFlow, NNTP, CCNA, Data Center, IP, Strategy
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance, Cum Laude
Wake Forest University 2004 — 2008
BS, Business Administration and Management, General
Seminole State College of Florida 2014 — 2015
Cisco/CCNA Networking and Telecommunications
Elena Black Elena Black's PCE Investment Bankers Experience April 2006 - September 2007
Job Finance Director at Opportunity International
Industry Banking
Experience
Opportunity International August 2011 - Present
Westinghouse Electric Company May 2010 - July 2011
Verit Advisors November 2009 - May 2010
Electro-Motive Diesel September 2007 - April 2009
PCE Investment Bankers April 2006 - September 2007
DME May 2005 - March 2006
Societe Generale June 2002 - October 2003
Wilbur Smith Associates June 2001 - April 2002
Societe Generale January 1999 - August 2000
EU Tacis Tutoring Program March 1995 - June 1996
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Business Development, Financial Analysis, Finance, Analysis, Business Strategy, Strategy, Corporate Development, Emerging Markets, Deal Structuring, Investments, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Joint Ventures, Financial Reporting, Business Planning, Negotiation, Russian, Multilingual, French, Business Valuation, Project Finance, Capital Markets, Budgets, Portfolio Management, Mergers, Monte Carlo Simulation, International Business, Forecasting, Managerial Finance, Cash Flow, Economics, Risk Management, Management, Executive Management, Leadership, Strategic Partnerships, Acquisition Integration, Venture Capital, Strategic Financial..., Divestitures, Banking, Competitive Analysis, Budgeting
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Finance / Int'l Finance, 3.95
Azjarbajžan Djuvljat Igtisad Universiteti 1992 — 1997
Bachelor’s Degree, Int'l Economic Relations, 5.0/5.0
Northwestern University - Kellogg School of Management
Executive Education, Financial Management
Opportunity International August 2011 - Present
Westinghouse Electric Company May 2010 - July 2011
Verit Advisors November 2009 - May 2010
Electro-Motive Diesel September 2007 - April 2009
PCE Investment Bankers April 2006 - September 2007
DME May 2005 - March 2006
Societe Generale June 2002 - October 2003
Wilbur Smith Associates June 2001 - April 2002
Societe Generale January 1999 - August 2000
EU Tacis Tutoring Program March 1995 - June 1996
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Due Diligence, Business Development, Financial Analysis, Finance, Analysis, Business Strategy, Strategy, Corporate Development, Emerging Markets, Deal Structuring, Investments, Private Equity, Corporate Finance, Strategic Planning, Restructuring, Joint Ventures, Financial Reporting, Business Planning, Negotiation, Russian, Multilingual, French, Business Valuation, Project Finance, Capital Markets, Budgets, Portfolio Management, Mergers, Monte Carlo Simulation, International Business, Forecasting, Managerial Finance, Cash Flow, Economics, Risk Management, Management, Executive Management, Leadership, Strategic Partnerships, Acquisition Integration, Venture Capital, Strategic Financial..., Divestitures, Banking, Competitive Analysis, Budgeting
Education
University of South Carolina - Darla Moore School of Business 2000 — 2002
MBA, Finance / Int'l Finance, 3.95
Azjarbajžan Djuvljat Igtisad Universiteti 1992 — 1997
Bachelor’s Degree, Int'l Economic Relations, 5.0/5.0
Northwestern University - Kellogg School of Management
Executive Education, Financial Management
Ryan Stoffer, MBA's PCE Investment Bankers Experience May 2013 - August 2013
Job Financial Analyst at CNL Financial Group
Industry Investment Management
Experience
CNL Financial Group May 2015 - Present
PCE Investment Banking ESOP Valuation Advisory August 2014 - December 2014
CNL Financial Group June 2014 - August 2014
PCE Investment Bankers May 2013 - August 2013
Merrill Lynch Wealth Management August 2012 - December 2012
Skills
Financial Modeling, REITs, BDCs, Real Estate, Alternative Investments, Teamwork, Microsoft Excel, Investment Banking, Valuation, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship, and Management, 3.8/4.0
University of Central Florida
Bachelor's Degree, Business Administration and Management, Finance
CNL Financial Group May 2015 - Present
PCE Investment Banking ESOP Valuation Advisory August 2014 - December 2014
CNL Financial Group June 2014 - August 2014
PCE Investment Bankers May 2013 - August 2013
Merrill Lynch Wealth Management August 2012 - December 2012
Skills
Financial Modeling, REITs, BDCs, Real Estate, Alternative Investments, Teamwork, Microsoft Excel, Investment Banking, Valuation, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship, and Management, 3.8/4.0
University of Central Florida
Bachelor's Degree, Business Administration and Management, Finance
Chris MacLellan, CFA Chris MacLellan, CFA's PCE Investment Bankers Experience May 2010 - September 2010
Job Investment Research Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group November 2012 - Present
The Newport Group September 2010 - November 2012
PCE Investment Bankers May 2010 - September 2010
Education
Rollins College - Crummer Graduate School of Business
MBA, Finance and Management
Ohio University
BS
The Newport Group November 2012 - Present
The Newport Group September 2010 - November 2012
PCE Investment Bankers May 2010 - September 2010
Education
Rollins College - Crummer Graduate School of Business
MBA, Finance and Management
Ohio University
BS
Spencer Hoover Spencer Hoover's PCE Investment Bankers Experience August 2007 - December 2009
Job Associate Director, Finance, Administration, & Planning, UF Health Cancer Center
Industry Hospital & Health Care
Experience
University of Florida December 2009 - Present
The Clayton Company LLC April 2010 - Present
PCE Indexes June 2009 - December 2009
PCE Investment Bankers August 2007 - December 2009
Millennium Bank January 2006 - August 2007
82nd Airborne Division (2/505 PIR) January 2002 - January 2006
Skills
Corporate Development, Leadership, Business Development, Financial Modeling, Financial Analysis, Management, Mergers & Acquisitions, Finance, Oncology, Valuation, Healthcare Management, Investment Banking, Business Planning, Corporate Finance, Clinical Trials, Program Management, Strategic Consulting, Business Process..., Healthcare Consulting, Strategic Planning, Due Diligence, Healthcare Industry, Military Operations, International Project..., Infantry Tactics, Capital IQ, Commercial Lending, Commercial Real Estate, Startup Development, Thomson One Banker, Strategic Leadership, Strategy, Healthcare
Education
Penn State University 2014 — 2016
Master of Finance, Finance
Penn State University 2006 — 2008
MBA, Business Administration
Troy University 2003 — 2006
BS, Business Management
University of Florida December 2009 - Present
The Clayton Company LLC April 2010 - Present
PCE Indexes June 2009 - December 2009
PCE Investment Bankers August 2007 - December 2009
Millennium Bank January 2006 - August 2007
82nd Airborne Division (2/505 PIR) January 2002 - January 2006
Skills
Corporate Development, Leadership, Business Development, Financial Modeling, Financial Analysis, Management, Mergers & Acquisitions, Finance, Oncology, Valuation, Healthcare Management, Investment Banking, Business Planning, Corporate Finance, Clinical Trials, Program Management, Strategic Consulting, Business Process..., Healthcare Consulting, Strategic Planning, Due Diligence, Healthcare Industry, Military Operations, International Project..., Infantry Tactics, Capital IQ, Commercial Lending, Commercial Real Estate, Startup Development, Thomson One Banker, Strategic Leadership, Strategy, Healthcare
Education
Penn State University 2014 — 2016
Master of Finance, Finance
Penn State University 2006 — 2008
MBA, Business Administration
Troy University 2003 — 2006
BS, Business Management
Erik Halverson's PCE Investment Bankers Experience April 2011 - August 2011
Job Development Associate
Industry Real Estate
Experience
Picerne Development Corporation of Florida May 2012 - Present
Rollins College, Crummer Graduate School of Business 2010 - 2012
PCE Investment Bankers April 2011 - August 2011
Lockheed Martin Corp. June 2009 - December 2009
Masonry Insulators LLC May 2007 - October 2007
Skills
Financial Modeling, Variance Analysis, Marketing, Project Management, Acquisitions, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Redevelopment, Land Development, Real Estate, Mergers & Acquisitions, Valuation
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA
University of Central Florida 2006 — 2010
Bachelors of Science, Finance
Lake Brantley High School 2002 — 2006
Picerne Development Corporation of Florida May 2012 - Present
Rollins College, Crummer Graduate School of Business 2010 - 2012
PCE Investment Bankers April 2011 - August 2011
Lockheed Martin Corp. June 2009 - December 2009
Masonry Insulators LLC May 2007 - October 2007
Skills
Financial Modeling, Variance Analysis, Marketing, Project Management, Acquisitions, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Redevelopment, Land Development, Real Estate, Mergers & Acquisitions, Valuation
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA
University of Central Florida 2006 — 2010
Bachelors of Science, Finance
Lake Brantley High School 2002 — 2006
Christopher Langford Christopher Langford's PCE Investment Bankers Experience May 2005 - August 2009
Job Director, Corporate Venture Capital
Industry Venture Capital & Private Equity
Experience
Lowe's Home Improvement March 2013 - Present
Lowe's Home Improvement August 2011 - March 2013
RBC Investment Banking Group January 2010 - February 2011
PCE Investment Bankers May 2005 - August 2009
Gator Mezzanine Fund September 2006 - December 2007
T Rowe Price August 2002 - July 2004
Skills
Corporate Finance, Financial Modeling, Business Valuation, Mergers, Strategic Analysis, ESOP, Valuation, Private Equity, Debt, Due Diligence, Financial Analysis, Investment Banking, Strategy Development, Business Strategy, Private Placements, Asset Allocation, Entrepreneurship, Finance, Investments, Analysis, Securities, Corporate Development, Capital Markets, Venture Capital, Portfolio Management, Strategy, Mutual Funds, Mergers & Acquisitions, Strategic Financial..., Financial Structuring, Restructuring, Leadership, Management, Joint Ventures, New Business Development, Alternative Investments, Strategic Consulting, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education Program, Strategic Alliances
University of Florida 2004 — 2005
MBA, Security Analysis, Competitive Strategy & Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2002
BS, Finance
Lowe's Home Improvement March 2013 - Present
Lowe's Home Improvement August 2011 - March 2013
RBC Investment Banking Group January 2010 - February 2011
PCE Investment Bankers May 2005 - August 2009
Gator Mezzanine Fund September 2006 - December 2007
T Rowe Price August 2002 - July 2004
Skills
Corporate Finance, Financial Modeling, Business Valuation, Mergers, Strategic Analysis, ESOP, Valuation, Private Equity, Debt, Due Diligence, Financial Analysis, Investment Banking, Strategy Development, Business Strategy, Private Placements, Asset Allocation, Entrepreneurship, Finance, Investments, Analysis, Securities, Corporate Development, Capital Markets, Venture Capital, Portfolio Management, Strategy, Mutual Funds, Mergers & Acquisitions, Strategic Financial..., Financial Structuring, Restructuring, Leadership, Management, Joint Ventures, New Business Development, Alternative Investments, Strategic Consulting, Real Estate
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Education Program, Strategic Alliances
University of Florida 2004 — 2005
MBA, Security Analysis, Competitive Strategy & Entrepreneurship
University of Florida - Warrington College of Business Administration 2000 — 2002
BS, Finance