Phoenix Management Services
Industry: Company
DescriptionFounded: 1985 Subsidiary: PM Securities, LLC
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Phoenix Management Services Employees
Employee
Years
Job
Industry
Erik Nesheim, MA, Ed. Erik Nesheim, MA, Ed.'s Phoenix Management Services Experience February 1992 - January 1994
Job CTE Director
Industry Education Management
Experience
Apache Junction Unified School District February 2004 - Present
Vital Processing December 1999 - January 2004
Concord EFS April 1996 - December 1999
First Financial Savings Bank February 1994 - April 1996
Phoenix Management Services February 1992 - January 1994
Martin Sarkees & Associates, CPA January 1990 - January 1992
Hoyle, Morris and Kerr May 1988 - January 1990
Fox, Rothschild, O'Brien, & Frankel September 1983 - May 1988
Skills
Accounting, Finance,..., Leadership, Management, Program Management, CRM, Product Management, Business Planning
Education
University of Phoenix
Master of Arts (M.A.), Education, 3.98
Western Illinois University
Bachelor of Business, Accounting
Apache Junction Unified School District February 2004 - Present
Vital Processing December 1999 - January 2004
Concord EFS April 1996 - December 1999
First Financial Savings Bank February 1994 - April 1996
Phoenix Management Services February 1992 - January 1994
Martin Sarkees & Associates, CPA January 1990 - January 1992
Hoyle, Morris and Kerr May 1988 - January 1990
Fox, Rothschild, O'Brien, & Frankel September 1983 - May 1988
Skills
Accounting, Finance,..., Leadership, Management, Program Management, CRM, Product Management, Business Planning
Education
University of Phoenix
Master of Arts (M.A.), Education, 3.98
Western Illinois University
Bachelor of Business, Accounting
Dennis Bobker Dennis Bobker's Phoenix Management Services Experience May 2001 - Present
Job Managing Director at Phoenix Management Services and Managing Member at CADEN Properties, LLC
Industry Management Consulting
Experience
CADEN Properties, LLC July 2014 - Present
Phoenix Management Services May 2001 - Present
Bobker Bearings 1968 - 2001
Skills
Restructuring, Strategic Planning, Private Equity, Investment Banking, Due Diligence, Turn Around Management, Mergers, Interim Management, Bankruptcy, Executive Management, Management, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Business Valuation, Financial Structuring, Middle Market, Working Capital..., Finance, Management Consulting, Asset Based Lending, Credit, Debt Restructuring, Structured Finance, Banking, Leveraged Finance, Financial Modeling, Credit Analysis, Divestitures, Cash Management, LBO, Liquidation, Funding, Corporate Development, Venture Capital, M&A experience, Factoring, Commercial Finance, Acquisition Integration, Portfolio Management, Strategy, Capital Markets
Education
University of Bridgeport 1965 — 1968
B.S., Business Administration
CADEN Properties, LLC July 2014 - Present
Phoenix Management Services May 2001 - Present
Bobker Bearings 1968 - 2001
Skills
Restructuring, Strategic Planning, Private Equity, Investment Banking, Due Diligence, Turn Around Management, Mergers, Interim Management, Bankruptcy, Executive Management, Management, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Business Valuation, Financial Structuring, Middle Market, Working Capital..., Finance, Management Consulting, Asset Based Lending, Credit, Debt Restructuring, Structured Finance, Banking, Leveraged Finance, Financial Modeling, Credit Analysis, Divestitures, Cash Management, LBO, Liquidation, Funding, Corporate Development, Venture Capital, M&A experience, Factoring, Commercial Finance, Acquisition Integration, Portfolio Management, Strategy, Capital Markets
Education
University of Bridgeport 1965 — 1968
B.S., Business Administration
Marti Kopacz's Phoenix Management Services Experience September 2013 - Present
Job Senior Managing Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services September 2013 - Present
Indiana University - Kelley School of Business 1998 - Present
Legal Aid Society 2005 - Present
Sungkyunkwan University - Graduate School of Business 2011 - Present
Boston 2024 Organizing Committee July 2013 - July 2015
Brant Point Advisors LLC November 2011 - September 2013
Grant Thornton LLP May 2006 - October 2011
Inly School September 2004 - June 2007
Alvarez and Marsal January 2004 - March 2006
FTI Consulting September 2002 - December 2003
Skills
Strategic Planning, Restructuring, Talent Management, Talent Development, Financial Management, M&A experience, Divestitures, Operational Excellence, Crisis Management, Interim Management, Change Management, Organizational Change, Organizational..., Managerial Finance, Strategy, Bankruptcy, Mergers & Acquisitions, Business Valuation, Management, Strategic Leadership, Leadership, Finance, Due Diligence, Organizational...
Education
Indiana University Bloomington
MBA, Finance & Investments
Indiana University Bloomington
BS, Marketing
Phoenix Management Services September 2013 - Present
Indiana University - Kelley School of Business 1998 - Present
Legal Aid Society 2005 - Present
Sungkyunkwan University - Graduate School of Business 2011 - Present
Boston 2024 Organizing Committee July 2013 - July 2015
Brant Point Advisors LLC November 2011 - September 2013
Grant Thornton LLP May 2006 - October 2011
Inly School September 2004 - June 2007
Alvarez and Marsal January 2004 - March 2006
FTI Consulting September 2002 - December 2003
Skills
Strategic Planning, Restructuring, Talent Management, Talent Development, Financial Management, M&A experience, Divestitures, Operational Excellence, Crisis Management, Interim Management, Change Management, Organizational Change, Organizational..., Managerial Finance, Strategy, Bankruptcy, Mergers & Acquisitions, Business Valuation, Management, Strategic Leadership, Leadership, Finance, Due Diligence, Organizational...
Education
Indiana University Bloomington
MBA, Finance & Investments
Indiana University Bloomington
BS, Marketing
Michael J McCauley Michael J McCauley's Phoenix Management Services Experience November 2006 - Present
Job Executive Adviser for Companies in Transition
Industry Management Consulting
Experience
Phoenix Management Services November 2006 - Present
FINOVA Capital Corporation September 1995 - June 2006
CoreStates Bank June 2002 - August 2005
Skills
Mergers, Investment Banking, Restructuring, Portfolio Management, Mergers & Acquisitions, Structured Finance, Due Diligence, Strategy, Venture Capital, Private Equity, Finance, Debt Restructuring, Asset Based Lending, Loans, Bankruptcy, Divestitures
Education
Dickinson College 1988 — 1992
Bachelor of Arts, Economics / Policy & Management Studies
American University 1991 — 1991
Economic Policy Semester Program
Central Bucks East High School 1986 — 1988
William Tennant High School 1985 — 1986
Phoenix Management Services November 2006 - Present
FINOVA Capital Corporation September 1995 - June 2006
CoreStates Bank June 2002 - August 2005
Skills
Mergers, Investment Banking, Restructuring, Portfolio Management, Mergers & Acquisitions, Structured Finance, Due Diligence, Strategy, Venture Capital, Private Equity, Finance, Debt Restructuring, Asset Based Lending, Loans, Bankruptcy, Divestitures
Education
Dickinson College 1988 — 1992
Bachelor of Arts, Economics / Policy & Management Studies
American University 1991 — 1991
Economic Policy Semester Program
Central Bucks East High School 1986 — 1988
William Tennant High School 1985 — 1986
Joseph April Joseph April's Phoenix Management Services Experience June 2007 - October 2012
Job Financial Operations Partner at Graham Partners
Industry Venture Capital & Private Equity
Experience
Graham Partners November 2012 - Present
Phoenix Management Services June 2007 - October 2012
BlackRock March 2006 - September 2006
Skills
Due Diligence, Portfolio Management, Private Equity, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Mergers, Restructuring, Investment Banking, Debt, Recapitalizations, Valuation, Bankruptcy, Business Valuation, Investments, Leveraged Finance, Financial Structuring, Mergers & Acquisitions, Hair
Education
Drexel University - LeBow College of Business 2003 — 2007
ACG University
Graham Partners November 2012 - Present
Phoenix Management Services June 2007 - October 2012
BlackRock March 2006 - September 2006
Skills
Due Diligence, Portfolio Management, Private Equity, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Mergers, Restructuring, Investment Banking, Debt, Recapitalizations, Valuation, Bankruptcy, Business Valuation, Investments, Leveraged Finance, Financial Structuring, Mergers & Acquisitions, Hair
Education
Drexel University - LeBow College of Business 2003 — 2007
ACG University
Albert Mink Albert Mink's Phoenix Management Services Experience January 1990 - Present
Job Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services January 1990 - Present
Thompson Products, Inc. 2005 - 2007
Education
New York University 1985 — 1986
Advanced Degree, Computer Information Systems Management
Seton Hall University 1980 — 1982
MBA, Finance
Upsala College 1968 — 1972
BS, Accounting
Phoenix Management Services January 1990 - Present
Thompson Products, Inc. 2005 - 2007
Education
New York University 1985 — 1986
Advanced Degree, Computer Information Systems Management
Seton Hall University 1980 — 1982
MBA, Finance
Upsala College 1968 — 1972
BS, Accounting
Steve Pinsly Steve Pinsly's Phoenix Management Services Experience 2001 - 2005
Job Managing Director at Getzler Henrich & Associates
Industry Management Consulting
Experience
Getzler Henrich & Associates July 2006 - Present
Getzler Henrich & Associates 2006 - Present
Seal Tech Industries Inc 2014 - 2015
Seal Tech Industries Inc 2014 - 2015
Phoenix Management Services 2001 - 2005
Pluto Limited 1994 - 2001
Skills
Business Strategy, Restructuring, Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Corporate Development, Acquisition Integration, Business Valuation, Venture Capital, Investment Banking, Capital Markets, Start-ups, Business Planning, Divestitures
Education
City University of New York-Queens College 1963 — 1967
Bachelor of Arts (B.A.), Accounting
Getzler Henrich & Associates July 2006 - Present
Getzler Henrich & Associates 2006 - Present
Seal Tech Industries Inc 2014 - 2015
Seal Tech Industries Inc 2014 - 2015
Phoenix Management Services 2001 - 2005
Pluto Limited 1994 - 2001
Skills
Business Strategy, Restructuring, Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Corporate Development, Acquisition Integration, Business Valuation, Venture Capital, Investment Banking, Capital Markets, Start-ups, Business Planning, Divestitures
Education
City University of New York-Queens College 1963 — 1967
Bachelor of Arts (B.A.), Accounting
Colleen Neff Colleen Neff's Phoenix Management Services Experience September 2014 - Present
Job Accountant
Industry Accounting
Experience
Phoenix Management Services September 2014 - Present
Decision Resources January 2011 - April 2013
Arlington Medical Resources July 2008 - December 2010
Herbein + Company, Inc. December 2002 - July 2008
Cowan, Gunteski & Co., P.A. May 2001 - November 2002
Skills
GAAP, Forecasting, Financial Reporting, Accounting, Internal Controls, Financial Statements, CPA, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Financial Analysis, Managerial Finance, Strategic Financial..., QuickBooks, Accounts Receivable, Project Management, Analysis, Microsoft Office, Market Research, General Ledger
Education
Georgian Court University 1998 — 2001
BS, Accounting
Ramapo College of New Jersey 1997 — 1998
N/A, Accounting
Phoenix Management Services September 2014 - Present
Decision Resources January 2011 - April 2013
Arlington Medical Resources July 2008 - December 2010
Herbein + Company, Inc. December 2002 - July 2008
Cowan, Gunteski & Co., P.A. May 2001 - November 2002
Skills
GAAP, Forecasting, Financial Reporting, Accounting, Internal Controls, Financial Statements, CPA, Microsoft Excel, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Auditing, Financial Analysis, Managerial Finance, Strategic Financial..., QuickBooks, Accounts Receivable, Project Management, Analysis, Microsoft Office, Market Research, General Ledger
Education
Georgian Court University 1998 — 2001
BS, Accounting
Ramapo College of New Jersey 1997 — 1998
N/A, Accounting
Jerry Walsh Jerry Walsh's Phoenix Management Services Experience February 2006 - September 2007
Job Chief Financial Officer at Ulticom, Inc.
Industry Information Technology and Services
Experience
Ulticom Inc. June 2011 - Present
CMF Associates October 2007 - June 2011
Phoenix Management Services February 2006 - September 2007
Wood Flooring International December 2001 - February 2006
JBA (INFOR Global Solutions)/CLARUS Corporation March 1999 - December 2001
DELOITTE, LLP & MULTIPLE COMPANIES EARLY CAREER July 1984 - March 1999
Skills
Mergers, Due Diligence, Budgeting, Cash Flow, Private Equity, Mergers & Acquisitions, Budgets, Strategy, Cash Management, Operations Management, Sarbanes-Oxley Act, Finance, Process Improvement, Auditing, CPA, Portfolio Management, Risk Management, Business Valuation, Accounting, Financial Accounting, Project Management, Restructuring, Forecasting, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Start-ups, Contract Negotiation, Internal Controls, SEC filings, Internal Audit, Management, Managerial Finance, Business Development, Tax, Financial Reporting, Strategic Planning, GAAP, Strategic Financial..., Business Strategy
Education
Drexel University 1979 — 1984
BS, Business Administration/Accounting
Drexel University - LeBow College of Business 1979 — 1984
BS, Business Administration/Accounting
Ulticom Inc. June 2011 - Present
CMF Associates October 2007 - June 2011
Phoenix Management Services February 2006 - September 2007
Wood Flooring International December 2001 - February 2006
JBA (INFOR Global Solutions)/CLARUS Corporation March 1999 - December 2001
DELOITTE, LLP & MULTIPLE COMPANIES EARLY CAREER July 1984 - March 1999
Skills
Mergers, Due Diligence, Budgeting, Cash Flow, Private Equity, Mergers & Acquisitions, Budgets, Strategy, Cash Management, Operations Management, Sarbanes-Oxley Act, Finance, Process Improvement, Auditing, CPA, Portfolio Management, Risk Management, Business Valuation, Accounting, Financial Accounting, Project Management, Restructuring, Forecasting, Investments, Corporate Finance, Financial Modeling, Financial Analysis, Start-ups, Contract Negotiation, Internal Controls, SEC filings, Internal Audit, Management, Managerial Finance, Business Development, Tax, Financial Reporting, Strategic Planning, GAAP, Strategic Financial..., Business Strategy
Education
Drexel University 1979 — 1984
BS, Business Administration/Accounting
Drexel University - LeBow College of Business 1979 — 1984
BS, Business Administration/Accounting
Jason Hanes Jason Hanes's Phoenix Management Services Experience March 2015 - Present
Job Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services March 2015 - Present
FirstMerit Bank Business Credit August 2010 - March 2015
Wells Fargo Capital Finance June 2008 - August 2010
National City Bank October 2003 - June 2008
The Provident Bank December 2000 - October 2003
Education
Bowling Green State University 1994 — 1998
BSBA, Accounting
Cleveland State University 2006 — 2007
MBA
Phoenix Management Services March 2015 - Present
FirstMerit Bank Business Credit August 2010 - March 2015
Wells Fargo Capital Finance June 2008 - August 2010
National City Bank October 2003 - June 2008
The Provident Bank December 2000 - October 2003
Education
Bowling Green State University 1994 — 1998
BSBA, Accounting
Cleveland State University 2006 — 2007
MBA
Joseph Nappi's Phoenix Management Services Experience May 2004 - Present
Job Managing Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services May 2004 - Present
Lavallee & Associates January 2003 - May 2004
Fleet Bank March 2000 - January 2003
The Chase Manhattan Bank July 1999 - March 2000
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Start-ups, Management, Business Planning, Managerial Finance, Financial Structuring, Finance, Valuation, Financial Modeling, Executive Management, Corporate Finance, Portfolio Management
Education
Babson College 1995 — 1999
B.S., Finance/Investments and Management Information Systems (MIS), Cum Laude
Phoenix Management Services May 2004 - Present
Lavallee & Associates January 2003 - May 2004
Fleet Bank March 2000 - January 2003
The Chase Manhattan Bank July 1999 - March 2000
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Start-ups, Management, Business Planning, Managerial Finance, Financial Structuring, Finance, Valuation, Financial Modeling, Executive Management, Corporate Finance, Portfolio Management
Education
Babson College 1995 — 1999
B.S., Finance/Investments and Management Information Systems (MIS), Cum Laude
Richard Infantino, CTP Richard Infantino, CTP's Phoenix Management Services Experience November 2000 - February 2004
Job Restructuring and turnaround professional assisting clients in financial and operational transitions.
Industry Management Consulting
Experience
Deloitte Transactions and Business Analytics LLP May 2004 - Present
Phoenix Management Services November 2000 - February 2004
Bunzl Job Lot Trading Division 1993 - November 1999
Skills
Corporate Finance, Valuation, Restructuring, Private Equity, Due Diligence, Finance, Mergers, Bankruptcy, Structured Finance, Business Valuation, Financial Structuring, Financial Modeling, Mergers & Acquisitions, Credit, Executive Management, Leveraged Finance, Venture Capital, Financial Analysis, Management Consulting
Education
University of Pennsylvania 1976 — 1980
BS Economics, Finance
Bolles 1970 — 1976
Deloitte Transactions and Business Analytics LLP May 2004 - Present
Phoenix Management Services November 2000 - February 2004
Bunzl Job Lot Trading Division 1993 - November 1999
Skills
Corporate Finance, Valuation, Restructuring, Private Equity, Due Diligence, Finance, Mergers, Bankruptcy, Structured Finance, Business Valuation, Financial Structuring, Financial Modeling, Mergers & Acquisitions, Credit, Executive Management, Leveraged Finance, Venture Capital, Financial Analysis, Management Consulting
Education
University of Pennsylvania 1976 — 1980
BS Economics, Finance
Bolles 1970 — 1976
Dan Sferra Dan Sferra's Phoenix Management Services Experience April 2009 - July 2010
Job Research Analyst at DAS Capital Group, LLC
Industry Investment Management
Experience
Evans Hagen & Company January 2013 - July 2015
Evans Hagen & Company July 2010 - December 2012
Phoenix Management Services April 2009 - July 2010
Avaya March 2009 - April 2009
Hewlett-Packard August 2007 - June 2008
Collabera December 2006 - August 2007
Aiesec July 2004 - December 2004
Skills
Mergers & Acquisitions, Strategy, Financial Modeling, Management Consulting, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Valuation, Consulting, Venture Capital, Restructuring, Strategic Planning
Education
Dickinson College 2002 — 2006
B.A., International Business & Management, Philosophy
Universidad de Salamanca 2005 — 2005
Advanced Language Certificate, Advanced Spanish Language & Economics
Evans Hagen & Company January 2013 - July 2015
Evans Hagen & Company July 2010 - December 2012
Phoenix Management Services April 2009 - July 2010
Avaya March 2009 - April 2009
Hewlett-Packard August 2007 - June 2008
Collabera December 2006 - August 2007
Aiesec July 2004 - December 2004
Skills
Mergers & Acquisitions, Strategy, Financial Modeling, Management Consulting, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Valuation, Consulting, Venture Capital, Restructuring, Strategic Planning
Education
Dickinson College 2002 — 2006
B.A., International Business & Management, Philosophy
Universidad de Salamanca 2005 — 2005
Advanced Language Certificate, Advanced Spanish Language & Economics
Jenna Birkhold's Phoenix Management Services Experience February 2015 - Present
Job Analyst at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services February 2015 - Present
KFDA March 2011 - February 2015
Aims Insurance Program Managers May 2007 - March 2011
Skills
Due Diligence, Cross Functional Team..., Contract Review, Loss Analysis and..., Efficiency + Compliance...
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters, Business Administration
Arizona State University West
Bachelor of Science, Political Science
Phoenix Management Services February 2015 - Present
KFDA March 2011 - February 2015
Aims Insurance Program Managers May 2007 - March 2011
Skills
Due Diligence, Cross Functional Team..., Contract Review, Loss Analysis and..., Efficiency + Compliance...
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Masters, Business Administration
Arizona State University West
Bachelor of Science, Political Science
Brad Test Brad Test's Phoenix Management Services Experience June 2010 - February 2013
Job Manager Corporate Advisory and Restructuring Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP March 2015 - Present
American Express February 2013 - March 2015
Phoenix Management Services June 2010 - February 2013
UBS Wealth Management July 2008 - May 2009
Education
The Johns Hopkins University 2004 — 2008
B.A., Economics
Germantown Academy
Grant Thornton LLP March 2015 - Present
American Express February 2013 - March 2015
Phoenix Management Services June 2010 - February 2013
UBS Wealth Management July 2008 - May 2009
Education
The Johns Hopkins University 2004 — 2008
B.A., Economics
Germantown Academy
Kristin Ferrante Kristin Ferrante's Phoenix Management Services Experience April 2011 - October 2014
Job Sales Coordinator, Respiratory Division at Teva Pharmaceuticals
Industry Management Consulting
Experience
Teva Pharmaceuticals March 2015 - Present
Phoenix Management Services April 2011 - October 2014
Mangos October 1998 - December 2002
U.S. Physicians, Inc. April 1997 - October 1998
Bucks County Convention & Visitors Bureau, Inc. April 1993 - July 1997
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Advertising, Account Management, Client Relations Skills, Public Relations, Social Media Marketing, Marketing, Digital Marketing, Direct Marketing, Online Advertising, Email Marketing, Management Consulting
Education
Kutztown University of Pennsylvania
Bachelor of Arts (BA), Communication and Media Studies / Public Relations
Teva Pharmaceuticals March 2015 - Present
Phoenix Management Services April 2011 - October 2014
Mangos October 1998 - December 2002
U.S. Physicians, Inc. April 1997 - October 1998
Bucks County Convention & Visitors Bureau, Inc. April 1993 - July 1997
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Advertising, Account Management, Client Relations Skills, Public Relations, Social Media Marketing, Marketing, Digital Marketing, Direct Marketing, Online Advertising, Email Marketing, Management Consulting
Education
Kutztown University of Pennsylvania
Bachelor of Arts (BA), Communication and Media Studies / Public Relations
J. A. (Jack) Leach J. A. (Jack) Leach's Phoenix Management Services Experience June 2007 - September 2008
Job VicePresident, Operations at Smarter Security
Industry Security and Investigations
Experience
Smarter Security March 2011 - Present
Previsio Group June 1999 - March 2011
FESTINA Networks February 2009 - February 2011
Phoenix Management Services June 2007 - September 2008
Enterprise Financial Consulting January 2004 - April 2006
The Global TeleExchange Inc. December 1999 - March 2001
Skills
Executive Management, Corporate Finance, Strategy, Leadership, Due Diligence, Restructuring, Finance, Operations Management, Budgets, Business Development, Internal Controls, Process Improvement, Mergers & Acquisitions, Sales Management, Private Equity, Start-ups, Strategic Planning
Education
The College of William and Mary - The Mason School of Business
BBA, Finance
Smarter Security March 2011 - Present
Previsio Group June 1999 - March 2011
FESTINA Networks February 2009 - February 2011
Phoenix Management Services June 2007 - September 2008
Enterprise Financial Consulting January 2004 - April 2006
The Global TeleExchange Inc. December 1999 - March 2001
Skills
Executive Management, Corporate Finance, Strategy, Leadership, Due Diligence, Restructuring, Finance, Operations Management, Budgets, Business Development, Internal Controls, Process Improvement, Mergers & Acquisitions, Sales Management, Private Equity, Start-ups, Strategic Planning
Education
The College of William and Mary - The Mason School of Business
BBA, Finance
Jessica Zwirzina's Phoenix Management Services Experience December 2014 - Present
Job Marketing and Communications Manager at Phoenix Management Services
Industry Financial Services
Experience
Phoenix Management Services December 2014 - Present
Delaware County Community College August 2014 - Present
Sklar Instruments February 2014 - November 2014
DentalEZ Group August 2011 - February 2014
Chester County Health Department May 2010 - August 2010
Skills
Marketing, Marketing Communications, Event Planning, Public Relations, Advertising, Social Networking, Management, Event Management, Trade Shows, Budgets, Strategic Planning, Sponsorship Relations, University Teaching, Higher Education, Customer Service
Education
Drexel University 2012 — 2014
Master of Science (MS), Communication
Immaculata University 2008 — 2011
Bachelor of Science (BS), Marketing-
Henderson High School 2000 — 2005
Phoenix Management Services December 2014 - Present
Delaware County Community College August 2014 - Present
Sklar Instruments February 2014 - November 2014
DentalEZ Group August 2011 - February 2014
Chester County Health Department May 2010 - August 2010
Skills
Marketing, Marketing Communications, Event Planning, Public Relations, Advertising, Social Networking, Management, Event Management, Trade Shows, Budgets, Strategic Planning, Sponsorship Relations, University Teaching, Higher Education, Customer Service
Education
Drexel University 2012 — 2014
Master of Science (MS), Communication
Immaculata University 2008 — 2011
Bachelor of Science (BS), Marketing-
Henderson High School 2000 — 2005
Kevin Barr, CFA Kevin Barr, CFA's Phoenix Management Services Experience June 2010 - Present
Job Senior Associate at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services June 2010 - Present
Applied Card Systems December 2008 - June 2010
JB Investments Fund, LP July 2006 - December 2008
Skills
Financial Modeling, Valuation, Financial Statement..., Due Diligence, Corporate Finance, Investment Banking, Restructuring, Distressed Debt, Financial Analysis, Private Equity, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Capital Markets, Venture Capital
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Economics, Finance, General
Phoenix Management Services June 2010 - Present
Applied Card Systems December 2008 - June 2010
JB Investments Fund, LP July 2006 - December 2008
Skills
Financial Modeling, Valuation, Financial Statement..., Due Diligence, Corporate Finance, Investment Banking, Restructuring, Distressed Debt, Financial Analysis, Private Equity, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Capital Markets, Venture Capital
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Economics, Finance, General
Eric D'Ambrosio's Phoenix Management Services Experience September 2010 - July 2012
Job Accounting Manager at ERT
Industry Accounting
Experience
ERT July 2012 - Present
Phoenix Management Services September 2010 - July 2012
Octagon Research Solutions, Inc. November 2002 - January 2010
XRT (Acquired by SunGard Treasury) 2000 - 2002
College Park Communities 1997 - 2000
SunGard Availability Services May 1994 - April 1997
Skills
Cash Management, Financial Analysis, Finance, Mergers & Acquisitions, Accounting, Budgets, Auditing, Analysis, Managerial Finance, Due Diligence, Cross-functional Team..., Cash Flow, Strategic Financial..., Financial Planning, Management, Leadership, Internal Audit
Education
West Chester University of Pennsylvania 1998 — 1999
MBA, Finance
Saint Joseph's University 1990 — 1994
Bachelor's, Accounting
ERT July 2012 - Present
Phoenix Management Services September 2010 - July 2012
Octagon Research Solutions, Inc. November 2002 - January 2010
XRT (Acquired by SunGard Treasury) 2000 - 2002
College Park Communities 1997 - 2000
SunGard Availability Services May 1994 - April 1997
Skills
Cash Management, Financial Analysis, Finance, Mergers & Acquisitions, Accounting, Budgets, Auditing, Analysis, Managerial Finance, Due Diligence, Cross-functional Team..., Cash Flow, Strategic Financial..., Financial Planning, Management, Leadership, Internal Audit
Education
West Chester University of Pennsylvania 1998 — 1999
MBA, Finance
Saint Joseph's University 1990 — 1994
Bachelor's, Accounting
Michael Jacoby's Phoenix Management Services Experience February 1992 - Present
Job Senior Managing Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services February 1992 - Present
PNC Bank September 1987 - February 1992
Skills
Recapitalizations, Private Equity, Restructuring, Due Diligence, Mergers, Corporate Finance, Turn Around Management, Investment Banking, Financial Modeling, Interim Management, Executive Management, Liquidation, Working Capital..., Finance, Business Development
Education
The Wharton School - University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Economics
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Criminal Behavior
Temple University - Fox School of Business and Management 1988 — 1991
Master of Business Administration (M.B.A.), Finance
The Episcopal Academy 1979 — 1983
Phoenix Management Services February 1992 - Present
PNC Bank September 1987 - February 1992
Skills
Recapitalizations, Private Equity, Restructuring, Due Diligence, Mergers, Corporate Finance, Turn Around Management, Investment Banking, Financial Modeling, Interim Management, Executive Management, Liquidation, Working Capital..., Finance, Business Development
Education
The Wharton School - University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Economics
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Criminal Behavior
Temple University - Fox School of Business and Management 1988 — 1991
Master of Business Administration (M.B.A.), Finance
The Episcopal Academy 1979 — 1983
Mark Karbiner's Phoenix Management Services Experience May 2003 - Present
Job Director at Phoenix Management Services
Industry Financial Services
Experience
Phoenix Management Services May 2003 - Present
Phoenix Capital Resources May 2003 - Present
Skills
Equity Research, Private Equity, Restructuring, Corporate Finance, Due Diligence, Mergers, Management Consulting, Funding, Mergers & Acquisitions, Valuation, Venture Capital, Capital, Leveraged Finance, Private Placements, Corporate Development, Financial Structuring, LBO, Investment Banking, Divestitures, Business Valuation, Structured Finance, Financial Advisory
Education
Colgate University
B.A., Political Science
Haverford School
Haverford School
Villanova University School of Law
J.D.
Phoenix Management Services May 2003 - Present
Phoenix Capital Resources May 2003 - Present
Skills
Equity Research, Private Equity, Restructuring, Corporate Finance, Due Diligence, Mergers, Management Consulting, Funding, Mergers & Acquisitions, Valuation, Venture Capital, Capital, Leveraged Finance, Private Placements, Corporate Development, Financial Structuring, LBO, Investment Banking, Divestitures, Business Valuation, Structured Finance, Financial Advisory
Education
Colgate University
B.A., Political Science
Haverford School
Haverford School
Villanova University School of Law
J.D.
Robert B. Gowens's Phoenix Management Services Experience 2007 - Present
Job Managing Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services 2007 - Present
Gowens Management Services Co. 2000 - 2007
Evinrude / Johnson Outboard Engines 1998 - 2000
Mercury Marine 1993 - 1998
Cigarette Boat Company 1984 - 1993
A.T. Kearney 1980 - 1983
Arthur Andersen & Co. 1971 - 1978
Skills
Restructuring, Recapitalizations, Due Diligence, Private Equity, Mergers, Leading Change, Strategy Development, Organizational..., Organizational Structure, Engine Manufacturing, Tire Manufacturing, Airplane Manufacturing, Boat Manufacturing, Foundry Operations, Automotive / Truck..., Distribution, Trucking, Supply Chain Management, Strategy, Mergers & Acquisitions, Marketing Strategy, Management Consulting, Manufacturing, Executive Management, Asset Based Lending, Business Planning, Leadership, Strategic Planning, Sales, P&L Management, Financial Analysis, Working Capital..., Management, Corporate Finance, Investment Banking, International Business, Finance, Financial Modeling
Education
Kent State University 1967 — 1971
Bachelor of Business Administration (BBA), Accounting and Business/Management, Graduated With Honors
Coventry Senior High School 1963 — 1966
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Phoenix Management Services 2007 - Present
Gowens Management Services Co. 2000 - 2007
Evinrude / Johnson Outboard Engines 1998 - 2000
Mercury Marine 1993 - 1998
Cigarette Boat Company 1984 - 1993
A.T. Kearney 1980 - 1983
Arthur Andersen & Co. 1971 - 1978
Skills
Restructuring, Recapitalizations, Due Diligence, Private Equity, Mergers, Leading Change, Strategy Development, Organizational..., Organizational Structure, Engine Manufacturing, Tire Manufacturing, Airplane Manufacturing, Boat Manufacturing, Foundry Operations, Automotive / Truck..., Distribution, Trucking, Supply Chain Management, Strategy, Mergers & Acquisitions, Marketing Strategy, Management Consulting, Manufacturing, Executive Management, Asset Based Lending, Business Planning, Leadership, Strategic Planning, Sales, P&L Management, Financial Analysis, Working Capital..., Management, Corporate Finance, Investment Banking, International Business, Finance, Financial Modeling
Education
Kent State University 1967 — 1971
Bachelor of Business Administration (BBA), Accounting and Business/Management, Graduated With Honors
Coventry Senior High School 1963 — 1966
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
William Paulin's Phoenix Management Services Experience April 2000 - January 2004
Job CFO at Kuehne Chemical Company, Inc.
Industry Chemicals
Experience
Kuehne Chemical Company, Inc. January 2004 - Present
Phoenix Management Services April 2000 - January 2004
Arthur Andersen 1997 - 2000
Education
Rutgers University – Camden 1995 — 1997
BS, Accounting & Finance
Kuehne Chemical Company, Inc. January 2004 - Present
Phoenix Management Services April 2000 - January 2004
Arthur Andersen 1997 - 2000
Education
Rutgers University – Camden 1995 — 1997
BS, Accounting & Finance
Robert Gowens's Phoenix Management Services Experience 2007 - Present
Job Director at Phoenix Management Services
Industry Management Consulting
Experience
Phoenix Management Services 2007 - Present
GMS Co. 2000 - 2007
Evinrude / Johnson Outboard Engines 1998 - 2000
Mercury Marine 1996 - 1998
Mercury Marine 1993 - 1996
Cigarette Boat Company 1984 - 1992
A.T. Kearney 1980 - 1983
Arthur Andersen & Co. 1971 - 1978
Education
Kent State University 1967 — 1971
BBA, Accounting / Finance
Phoenix Management Services 2007 - Present
GMS Co. 2000 - 2007
Evinrude / Johnson Outboard Engines 1998 - 2000
Mercury Marine 1996 - 1998
Mercury Marine 1993 - 1996
Cigarette Boat Company 1984 - 1992
A.T. Kearney 1980 - 1983
Arthur Andersen & Co. 1971 - 1978
Education
Kent State University 1967 — 1971
BBA, Accounting / Finance
Sandra Schmid's Phoenix Management Services Experience 2010 - 2012
Job Senior Accountant
Industry Accounting
Experience
firstPRO December 2014 - May 2015
US Environmental May 2013 - August 2014
Consulting Work 2012 - May 2013
Phoenix Management Services 2010 - 2012
SKLAR INSTRUMENTS 2007 - 2009
Relevante 2005 - 2006
Storecast Merchandising 2003 - 2004
THE SWEDENBORG FOUNDATION 2000 - 2003
UNITED WAY OF CHESTER COUNTY 1997 - 2000
GENESIS HEALTH VENTURES 1996 - 1997
Skills
General Ledger, Accounts Payable, Financial Reporting, Payroll, Financial Analysis, Accounting, Auditing, GAAP, Budgets, Management, Finance, Sarbanes-Oxley Act, Account Reconciliation
Education
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
Drexel University
Bachelor of Science, Business Administration
Villanova University
Certificate Program, Human Resources Management and Services
firstPRO December 2014 - May 2015
US Environmental May 2013 - August 2014
Consulting Work 2012 - May 2013
Phoenix Management Services 2010 - 2012
SKLAR INSTRUMENTS 2007 - 2009
Relevante 2005 - 2006
Storecast Merchandising 2003 - 2004
THE SWEDENBORG FOUNDATION 2000 - 2003
UNITED WAY OF CHESTER COUNTY 1997 - 2000
GENESIS HEALTH VENTURES 1996 - 1997
Skills
General Ledger, Accounts Payable, Financial Reporting, Payroll, Financial Analysis, Accounting, Auditing, GAAP, Budgets, Management, Finance, Sarbanes-Oxley Act, Account Reconciliation
Education
Drexel University - LeBow College of Business 1977 — 1982
BS, Accounting
Drexel University
Bachelor of Science, Business Administration
Villanova University
Certificate Program, Human Resources Management and Services
Jack Murdoch's Phoenix Management Services Experience June 2014 - August 2015
Job MBA Candidate at Villanova University
Industry Financial Services
Experience
Phoenix Management Services June 2014 - August 2015
Phoenix Capital Resources June 2014 - August 2015
Beneficial Bank February 2012 - June 2014
Education
Villanova University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics
Finance & Economics
Phoenix Management Services June 2014 - August 2015
Phoenix Capital Resources June 2014 - August 2015
Beneficial Bank February 2012 - June 2014
Education
Villanova University 2015 — 2017
Master of Business Administration (M.B.A.)
University of Delaware - Lerner College of Business and Economics
Finance & Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY