Provident Group
Description
Address: 15 Pleasant St # 7, Concord, NH 03301 Phone: (603) 230-9680: : Website: : : : Hours: : Place name: Category: Website: https://www.providentgrp.com/ Category: Cars Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Provident Group Posting publicly on the Web Write a review Reviews Be the first to review
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Provident Group Employees
Employee
Years
Job
Industry
Steven Carlson Steven Carlson's Provident Group Experience December 1998 - September 2010
Job Head of Investment Banking, INTL FCStone Financial Inc. at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. July 2015 - Present
South Street Securities Holdings, Inc September 2005 - Present
INTL FCStone Inc. October 2012 - July 2015
INTL FCStone Inc. September 2010 - October 2012
Provident Group December 1998 - September 2010
Lehman Brothers, Inc. January 1986 - July 1998
Fannie Mae August 1984 - January 1986
Skills
Leadership, Investment Banking, Capital Markets, Fixed Income, Emerging Markets, Derivatives, Risk Management, Investments, Structured Finance, Corporate Finance, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Private Equity, Securities, Trading, Finance, Mergers & Acquisitions, Hedge Funds, Proprietary Trading, Financial Services, Valuation, Entrepreneurship, Research, Equities, M&A experience, Alternative Investments, Market Risk, Equity Research, Project Finance
Education
Harvard University Kennedy School of Government 1982 — 1984
MPP, Business and Government
University of Maryland 1979 — 1982
BA, Econ
INTL FCStone Inc. July 2015 - Present
South Street Securities Holdings, Inc September 2005 - Present
INTL FCStone Inc. October 2012 - July 2015
INTL FCStone Inc. September 2010 - October 2012
Provident Group December 1998 - September 2010
Lehman Brothers, Inc. January 1986 - July 1998
Fannie Mae August 1984 - January 1986
Skills
Leadership, Investment Banking, Capital Markets, Fixed Income, Emerging Markets, Derivatives, Risk Management, Investments, Structured Finance, Corporate Finance, Portfolio Management, Financial Modeling, Asset Managment, Asset Management, Private Equity, Securities, Trading, Finance, Mergers & Acquisitions, Hedge Funds, Proprietary Trading, Financial Services, Valuation, Entrepreneurship, Research, Equities, M&A experience, Alternative Investments, Market Risk, Equity Research, Project Finance
Education
Harvard University Kennedy School of Government 1982 — 1984
MPP, Business and Government
University of Maryland 1979 — 1982
BA, Econ
Andrew Emerson Andrew Emerson's Provident Group Experience June 2011 - August 2011
Job Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank August 2013 - Present
Barclays Capital May 2012 - August 2012
Provident Group June 2011 - August 2011
Skills
Derivatives, Financial Modeling
Education
Middlebury College 2009 — 2013
BA, Economics, Mathematics, Magna Cum Laude
Charles University in Prague 2011 — 2011
Economics, Political Science
Barclays Investment Bank August 2013 - Present
Barclays Capital May 2012 - August 2012
Provident Group June 2011 - August 2011
Skills
Derivatives, Financial Modeling
Education
Middlebury College 2009 — 2013
BA, Economics, Mathematics, Magna Cum Laude
Charles University in Prague 2011 — 2011
Economics, Political Science
Ben Arkush Ben Arkush's Provident Group Experience May 2010 - August 2010
Job Assistant Vice President, Global Markets Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch March 2011 - January 2013
Westinghouse Electric Company August 2010 - December 2010
Provident Group May 2010 - August 2010
Skills
Risk Management, Process Improvement, Six Sigma, Financial Risk, Financial Modeling, Financial Analysis, Valuation, Project Management, Business Process..., Management
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BSBA, Finance, Global Supply Chain & Operations Management
Parsippany Hills High School 2002 — 2006
Bank of America Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch March 2011 - January 2013
Westinghouse Electric Company August 2010 - December 2010
Provident Group May 2010 - August 2010
Skills
Risk Management, Process Improvement, Six Sigma, Financial Risk, Financial Modeling, Financial Analysis, Valuation, Project Management, Business Process..., Management
Education
University of South Carolina - Darla Moore School of Business 2006 — 2010
BSBA, Finance, Global Supply Chain & Operations Management
Parsippany Hills High School 2002 — 2006
Ruth Rhei Ruth Rhei's Provident Group Experience 2004 - 2005
Job Head of Strategic Lending, Americas at Deutsche Bank, Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank, Asset & Wealth Management February 2015 - Present
Stabilis Capital Management, LP January 2013 - February 2015
Brimstone Partners LLC January 2012 - June 2012
Societe Generale / SG Americas Securities, LLC September 2005 - January 2012
Provident Group 2004 - 2005
Goldman Sachs 1997 - 2004
Santander Investment 1996 - 1997
Citigroup 1987 - 1995
Skills
Commodities, Latin America, Origination &..., Capital Markets, Loans, Syndications, Commodity, Loan Origination, Investment Banking, Syndicate, Structured Commodity..., Asset-based, C&I, Structured Products, Financial Structuring, Emerging Markets, Derivatives, Credit Risk, Fixed Income, Leveraged Finance, Financial Modeling, Financial Risk, Structured Finance, Banking, Portfolio Management, Finance, Credit, Commercial Lending, Investments, Credit Analysis, Equity Capital Markets, Equities, Securities, Securitization, Corporate Finance, Valuation, Bonds
Education
New York University, Leonard Stern School of Business 1984 — 1988
BS/BS, Finance and Information Systems
NYU
Finance, General
Deutsche Bank, Asset & Wealth Management February 2015 - Present
Stabilis Capital Management, LP January 2013 - February 2015
Brimstone Partners LLC January 2012 - June 2012
Societe Generale / SG Americas Securities, LLC September 2005 - January 2012
Provident Group 2004 - 2005
Goldman Sachs 1997 - 2004
Santander Investment 1996 - 1997
Citigroup 1987 - 1995
Skills
Commodities, Latin America, Origination &..., Capital Markets, Loans, Syndications, Commodity, Loan Origination, Investment Banking, Syndicate, Structured Commodity..., Asset-based, C&I, Structured Products, Financial Structuring, Emerging Markets, Derivatives, Credit Risk, Fixed Income, Leveraged Finance, Financial Modeling, Financial Risk, Structured Finance, Banking, Portfolio Management, Finance, Credit, Commercial Lending, Investments, Credit Analysis, Equity Capital Markets, Equities, Securities, Securitization, Corporate Finance, Valuation, Bonds
Education
New York University, Leonard Stern School of Business 1984 — 1988
BS/BS, Finance and Information Systems
NYU
Finance, General
Chris Harley's Provident Group Experience January 1999 - October 2001
Job Owner Principal 215 Elks Point Zephyr Cove, NV
Industry Venture Capital & Private Equity
Experience
215 Elks Point Zephyr Cove, NV September 2014 - Present
Beacon Hill Townhomes April 2000 - August 2014
Aureos Capital November 2001 - December 2012
Provident Group January 1999 - October 2001
RY Ranch November 1991 - April 2000
BankAmerica Corporation November 1978 - November 1998
FB Young Grain Co. October 1975 - December 1977
Skills
Investments, Strategy, Private Equity, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Residential Homes, Emerging Markets, Structured Finance, Venture Capital, Mergers, Portfolio Management, Corporate Development, Mergers & Acquisitions, Risk Management, Start-ups, Valuation, Business Strategy, Financial Modeling, Financial Analysis, Management, Strategic Planning, Entrepreneurship
Education
University of California, Berkeley 1970 — 1974
Bachelor's degree, Political Science and Government
Golden Gate University 1975 — 1977
MBA, Management
215 Elks Point Zephyr Cove, NV September 2014 - Present
Beacon Hill Townhomes April 2000 - August 2014
Aureos Capital November 2001 - December 2012
Provident Group January 1999 - October 2001
RY Ranch November 1991 - April 2000
BankAmerica Corporation November 1978 - November 1998
FB Young Grain Co. October 1975 - December 1977
Skills
Investments, Strategy, Private Equity, Corporate Finance, Investment Banking, Capital Markets, Due Diligence, Residential Homes, Emerging Markets, Structured Finance, Venture Capital, Mergers, Portfolio Management, Corporate Development, Mergers & Acquisitions, Risk Management, Start-ups, Valuation, Business Strategy, Financial Modeling, Financial Analysis, Management, Strategic Planning, Entrepreneurship
Education
University of California, Berkeley 1970 — 1974
Bachelor's degree, Political Science and Government
Golden Gate University 1975 — 1977
MBA, Management
Divya Mehta Divya Mehta's Provident Group Experience June 2009 - January 2010
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Morgan Stanley May 2013 - Present
Capco July 2010 - May 2013
Provident Group June 2009 - January 2010
PS Enterprise August 2007 - August 2008
Merrill Lynch June 2004 - June 2007
Skills
Financial Modeling &..., Market Research & Due..., Qualitative &..., Client Advisory &..., Critical Thinking &..., Interdisciplinary..., Market Research, Mergers, Financial Modeling, Valuation, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Capital Markets, Equities, Investments, Finance, Analysis, Financial Services, Strategy, Investment Banking, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Jamnabai Narsee School 1985 — 2008
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.S., Economics
Leslie Frasier, AMP Leslie Frasier, AMP's Provident Group Experience 1998 - 2003
Job Owner at Premier Quality Consultants
Industry Real Estate
Experience
Premier Quality Consultants 2014 - Present
US Department of Health & Human Services 2009 - 2014
Wells Fargo Bank 2007 - 2008
Fieldstone Mortgage Company 2003 - 2007
Provident Group 1998 - 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Compliance, Strategic Planning, Market Analysis, Management, Budgets, Financial Analysis, Mortgage Servicing, Due Diligence, Banking, Risk Management, Investments, Portfolio Management, Real Estate, Underwriting, Investment Properties, Asset Management, Executive Management, Financial Modeling, Financial Services, Strategic Financial..., Credit Analysis, Funding, Mergers & Acquisitions, Cash Management, Residential Mortgages, Financial Risk, Valuation
Education
University of Maryland College Park
MBA, Business Management/Finance
University of Maryland University College
BS, Business Administration
Premier Quality Consultants 2014 - Present
US Department of Health & Human Services 2009 - 2014
Wells Fargo Bank 2007 - 2008
Fieldstone Mortgage Company 2003 - 2007
Provident Group 1998 - 2003
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Compliance, Strategic Planning, Market Analysis, Management, Budgets, Financial Analysis, Mortgage Servicing, Due Diligence, Banking, Risk Management, Investments, Portfolio Management, Real Estate, Underwriting, Investment Properties, Asset Management, Executive Management, Financial Modeling, Financial Services, Strategic Financial..., Credit Analysis, Funding, Mergers & Acquisitions, Cash Management, Residential Mortgages, Financial Risk, Valuation
Education
University of Maryland College Park
MBA, Business Management/Finance
University of Maryland University College
BS, Business Administration
Liang (Stephen) Wu Liang (Stephen) Wu's Provident Group Experience June 2009 - July 2009
Job Director of Financial Engineering at Numerix LLC
Industry Financial Services
Experience
Numerix LLC September 2015 - Present
CME Group August 2014 - September 2015
HSBC April 2014 - August 2014
Numerix LLC June 2010 - April 2014
MetLife September 2010 - March 2014
Quantifi, Inc. April 2010 - June 2010
Lehman Brothers July 2009 - August 2009
Provident Group June 2009 - July 2009
Citigroup February 2009 - May 2009
Skills
Financial Engineering, Fixed Income, Quantitative Finance, Valuation, Derivatives, Structured Products, Options, Volatility, Quantitative Analytics, Interest Rate..., Financial Risk, Monte Carlo Simulation, Market Risk, Credit Derivatives, Stochastic Modeling, Finance, Financial Modeling
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
Rice University 2005 — 2008
MS, Physics
University of Science and Technology of China 2001 — 2005
BS, Space Physics
Numerix LLC September 2015 - Present
CME Group August 2014 - September 2015
HSBC April 2014 - August 2014
Numerix LLC June 2010 - April 2014
MetLife September 2010 - March 2014
Quantifi, Inc. April 2010 - June 2010
Lehman Brothers July 2009 - August 2009
Provident Group June 2009 - July 2009
Citigroup February 2009 - May 2009
Skills
Financial Engineering, Fixed Income, Quantitative Finance, Valuation, Derivatives, Structured Products, Options, Volatility, Quantitative Analytics, Interest Rate..., Financial Risk, Monte Carlo Simulation, Market Risk, Credit Derivatives, Stochastic Modeling, Finance, Financial Modeling
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
Rice University 2005 — 2008
MS, Physics
University of Science and Technology of China 2001 — 2005
BS, Space Physics
Brittany Carlson's Provident Group Experience December 2007 - January 2008
Job Holistic Nutritionist + Health Coach at Wellbeing with Brittany
Industry Health, Wellness and Fitness
Experience
Wellbeing with Brittany March 2015 - Present
Green Wagon December 2013 - Present
Fiver Children's Foundation September 2010 - Present
Arda Capital Management 2012 - November 2013
Credit Suisse June 2010 - May 2012
Credit Suisse September 2008 - June 2010
Provident Group December 2007 - January 2008
Skills
Valuation, Investor Relations, Hedge Funds, Bloomberg, Investment Banking, Equities, Fixed Income, Alternative Investments, Series 7, PowerPoint, Financial Modeling, Investments, Private Equity, Bloomberg Terminal, Equity Research, Capital Markets, Social Media, Microsoft Office, Management
Education
Holistic Nutrition Lab 2015 — 2016
Functional Nutrition
Institute for Integrative Nutrition 2014 — 2015
Certification, Holistic Health Coach, Holistic Health
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.)
Wellbeing with Brittany March 2015 - Present
Green Wagon December 2013 - Present
Fiver Children's Foundation September 2010 - Present
Arda Capital Management 2012 - November 2013
Credit Suisse June 2010 - May 2012
Credit Suisse September 2008 - June 2010
Provident Group December 2007 - January 2008
Skills
Valuation, Investor Relations, Hedge Funds, Bloomberg, Investment Banking, Equities, Fixed Income, Alternative Investments, Series 7, PowerPoint, Financial Modeling, Investments, Private Equity, Bloomberg Terminal, Equity Research, Capital Markets, Social Media, Microsoft Office, Management
Education
Holistic Nutrition Lab 2015 — 2016
Functional Nutrition
Institute for Integrative Nutrition 2014 — 2015
Certification, Holistic Health Coach, Holistic Health
Dickinson College 2004 — 2008
Bachelor of Arts (B.A.)
Brie Pritchard's Provident Group Experience September 2011 - October 2012
Job Vice President of Business Development
Industry Information Technology and Services
Experience
Svitla Systems, Inc. February 2015 - Present
Ion Personal Training January 2015 - Present
The Learning Dock September 2008 - February 2015
Wasco,Inc. January 2013 - April 2014
Provident Group September 2011 - October 2012
Custom Carolina Blinds September 2009 - December 2010
Skills
Social Media, CRM, Customer Service, New Business Development, Management, Team Leadership, Strategic Planning, Sales, Marketing, Executive Search, Account Management, Team Building, Organizational..., Coaching, Editing, Leadership Development, Microsoft Office, Social Networking, Entrepreneurship, Fundraising, Marketing Strategy, Teaching, Time Management, Small Business, Social Media Marketing, Facebook, Business Development, Community Outreach, Newsletters, Project Management, Research, Leadership, Event Management, Online Marketing, Project Planning, Public Relations, Marketing Communications, Outlook, Microsoft Word, Advertising, Email Marketing, PowerPoint, Training, Volunteer Management, Photoshop, Higher Education, Technical Recruiting, Event Planning, Nonprofits
Education
Indiana Wesleyan University 1996 — 2000
B.S.
Indiana Wesleyan University 1996 — 2000
Bachelor of Science
Svitla Systems, Inc. February 2015 - Present
Ion Personal Training January 2015 - Present
The Learning Dock September 2008 - February 2015
Wasco,Inc. January 2013 - April 2014
Provident Group September 2011 - October 2012
Custom Carolina Blinds September 2009 - December 2010
Skills
Social Media, CRM, Customer Service, New Business Development, Management, Team Leadership, Strategic Planning, Sales, Marketing, Executive Search, Account Management, Team Building, Organizational..., Coaching, Editing, Leadership Development, Microsoft Office, Social Networking, Entrepreneurship, Fundraising, Marketing Strategy, Teaching, Time Management, Small Business, Social Media Marketing, Facebook, Business Development, Community Outreach, Newsletters, Project Management, Research, Leadership, Event Management, Online Marketing, Project Planning, Public Relations, Marketing Communications, Outlook, Microsoft Word, Advertising, Email Marketing, PowerPoint, Training, Volunteer Management, Photoshop, Higher Education, Technical Recruiting, Event Planning, Nonprofits
Education
Indiana Wesleyan University 1996 — 2000
B.S.
Indiana Wesleyan University 1996 — 2000
Bachelor of Science
Hugo Fozzati Hugo Fozzati's Provident Group Experience 2008 - 2010
Job Vice President at Comerica, Technology & Life Sciences
Industry Internet
Experience
Comerica Technology & Life Sciences 2013 - Present
Fozzati Partners 2009 - Present
Atomico 2011 - 2012
WhipCar 2010 - 2011
Provident Group 2008 - 2010
BNP Paribas Fortis 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
Structuring, Spanish, English, French, German, Italian, Leveraged Finance, Syndications, Structured Finance, Sales, Business Development, Financial Structuring, Venture Capital
Education
Georgetown University - The McDonough School of Business 2013 — 2014
Master of Business Administration (MBA), International Business
Babson College 1999 — 2003
Bachelors of Science (B.S.), Entrepreneurship & Finance
Frankfurt International School 1990 — 1999
International Baccalaureate, Business Administration
Comerica Technology & Life Sciences 2013 - Present
Fozzati Partners 2009 - Present
Atomico 2011 - 2012
WhipCar 2010 - 2011
Provident Group 2008 - 2010
BNP Paribas Fortis 2006 - 2008
Banc of America Securities 2004 - 2006
Skills
Structuring, Spanish, English, French, German, Italian, Leveraged Finance, Syndications, Structured Finance, Sales, Business Development, Financial Structuring, Venture Capital
Education
Georgetown University - The McDonough School of Business 2013 — 2014
Master of Business Administration (MBA), International Business
Babson College 1999 — 2003
Bachelors of Science (B.S.), Entrepreneurship & Finance
Frankfurt International School 1990 — 1999
International Baccalaureate, Business Administration
Mark Bishop's Provident Group Experience 1998 - September 2010
Job Managing Director at Aldwych Capital Partners
Industry Investment Banking
Experience
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Aldwych Capital Partners February 2015 - Present
INTL FCStone Securities, Inc. September 2010 - Present
Provident Group 1998 - September 2010
Salomon Brothers, Inc November 1988 - December 1998
Merchant Bankers Asociados 1996 - 1997
Bankers Trust 1986 - 1987
National Westminster Bank USA 1984 - 1986
Skills
Agribusiness, Frontier Markets, Emerging Markets, Private Equity, Investment Banking, Water Resources, Farms, Logistics, Energy Services, Irrigation, Transportation/Logistics, Corporate Finance, Financial Services, Sustainability, Commodity, Joint Ventures, Financial Structuring, Trading, Mining, Venture Capital, M&A experience, Equities, Fixed Income, Investments, Energy, Capital Markets, Hedge Funds, Asset Management, Due Diligence, Commodity Finance, Upstream Energy, Specialized..., Mergers & Acquisitions, Structured Finance, Alternative Investments, Private Placements, Project Finance, Power Generation
Education
Brown University 1980 — 1984
B.A., European History, German Language Minor
Universität Rostock 1982 — 1982
Internationaler Hochschulferienkurs, Germanistik
Tony De La Rosa's Provident Group Experience September 2007 - May 2010
Job Financial Advisor, UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Wealth Management April 2011 - Present
UBS Wealth Management April 2011 - Present
Provident Group September 2007 - May 2010
Provident Group September 2007 - May 2010
Skills
Investment Banking, Hedge Funds, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Valuation, Private Equity, Portfolio Management, Due Diligence
Education
University of California, Santa Cruz 2002 — 2006
BA, Business Management Ecomonics
Santa Monica High School 1998 — 2002
UBS Wealth Management April 2011 - Present
UBS Wealth Management April 2011 - Present
Provident Group September 2007 - May 2010
Provident Group September 2007 - May 2010
Skills
Investment Banking, Hedge Funds, Finance, Investments, Financial Modeling, Financial Analysis, Asset Management, Equities, Valuation, Private Equity, Portfolio Management, Due Diligence
Education
University of California, Santa Cruz 2002 — 2006
BA, Business Management Ecomonics
Santa Monica High School 1998 — 2002
Paul Ogier's Provident Group Experience 1985 - 2001
Job Chief Financial Officer at Lutheran Senior Services
Industry Hospital & Health Care
Experience
NFAC Board 2009 - Present
Lutheran Senior Services 2005 - Present
Provident Group 1985 - 2001
Laventhol and Horwath 1980 - 1985
Skills
Auditing, Healthcare, Policy, Non-profits, Process Improvement, Payroll, Microsoft Excel, Public Speaking, Team Building, QuickBooks, Benefits Administration, Healthcare Management, Employee Benefits, Human Resources, Analysis, Leadership, Training, Accounts Payable, Management, Elder Care, Nonprofits, Managerial Finance, Access, Organizational..., Forecasting, Medicare, Financial Accounting, Fundraising
Education
Missouri State University 1974 — 1978
BS, Finance
NFAC Board 2009 - Present
Lutheran Senior Services 2005 - Present
Provident Group 1985 - 2001
Laventhol and Horwath 1980 - 1985
Skills
Auditing, Healthcare, Policy, Non-profits, Process Improvement, Payroll, Microsoft Excel, Public Speaking, Team Building, QuickBooks, Benefits Administration, Healthcare Management, Employee Benefits, Human Resources, Analysis, Leadership, Training, Accounts Payable, Management, Elder Care, Nonprofits, Managerial Finance, Access, Organizational..., Forecasting, Medicare, Financial Accounting, Fundraising
Education
Missouri State University 1974 — 1978
BS, Finance
Daiann Irigoyen's Provident Group Experience December 1998 - November 2003
Job CFO at TELUS International Central America
Industry Outsourcing/Offshoring
Experience
Transactel - TELUS International Central America February 2007 - Present
Consulting private practice November 2003 - February 2007
Provident Group December 1998 - November 2003
Fininvest June 1996 - September 1998
KPMG November 1994 - May 1996
Skills
BPO, Call Centers, Call Center, Outsourcing, Risk Management, Employee Relations, Strategic Planning, Corporate Finance, Corporate Law, M&A execution, Strategic Negotiations, English-Spanish Sworn..., Management, Finance, Forecasting, Strategy, Process Improvement, Mergers & Acquisitions, Business Strategy, Change Management, Leadership, Team Leadership, Business Analysis
Education
Universidad Rural de Guatemala 2000 — 2005
Bachelor’s Degree, Law, BA
EPTI 2003 — 2004
Sworn Translator English-Spanish, Language Interpretation and Translation
University of San Francisco 1992 — 1994
MBA, Finance and Banking
University of San Francisco 1989 — 1992
Bachelor of Science (BS), Hospitality Management
Jules Verne Guatemala
Jules Verne Guatemala
Transactel - TELUS International Central America February 2007 - Present
Consulting private practice November 2003 - February 2007
Provident Group December 1998 - November 2003
Fininvest June 1996 - September 1998
KPMG November 1994 - May 1996
Skills
BPO, Call Centers, Call Center, Outsourcing, Risk Management, Employee Relations, Strategic Planning, Corporate Finance, Corporate Law, M&A execution, Strategic Negotiations, English-Spanish Sworn..., Management, Finance, Forecasting, Strategy, Process Improvement, Mergers & Acquisitions, Business Strategy, Change Management, Leadership, Team Leadership, Business Analysis
Education
Universidad Rural de Guatemala 2000 — 2005
Bachelor’s Degree, Law, BA
EPTI 2003 — 2004
Sworn Translator English-Spanish, Language Interpretation and Translation
University of San Francisco 1992 — 1994
MBA, Finance and Banking
University of San Francisco 1989 — 1992
Bachelor of Science (BS), Hospitality Management
Jules Verne Guatemala
Jules Verne Guatemala
Anibal Palma's Provident Group Experience April 2003 - December 2004
Job Managing Partner Caravel Capital Management
Industry Investment Management
Experience
Caravel Capital Management December 2008 - Present
Progresion Sociedad Administradora de Fondos November 2009 - Present
NSL Eolica June 2011 - June 2014
Quantek Asset Management August 2005 - November 2008
Pali Capital January 2005 - July 2005
Provident Group April 2003 - December 2004
InterLinks USA, INC March 1999 - March 2003
Nomura Securities International. Inc. June 1993 - March 1999
Skills
Equities, Private Equity, Alternative Investments, Venture Capital, Investment Banking, Latin America, Investments, Structured Finance, Investment Strategies, Private Placements, Portfolio Management, Financial Structuring, Mutual Funds, Financial Services
Education
Georgetown University
Master of Arts (M.A.), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Universidad de Chile
BA, Economics
Caravel Capital Management December 2008 - Present
Progresion Sociedad Administradora de Fondos November 2009 - Present
NSL Eolica June 2011 - June 2014
Quantek Asset Management August 2005 - November 2008
Pali Capital January 2005 - July 2005
Provident Group April 2003 - December 2004
InterLinks USA, INC March 1999 - March 2003
Nomura Securities International. Inc. June 1993 - March 1999
Skills
Equities, Private Equity, Alternative Investments, Venture Capital, Investment Banking, Latin America, Investments, Structured Finance, Investment Strategies, Private Placements, Portfolio Management, Financial Structuring, Mutual Funds, Financial Services
Education
Georgetown University
Master of Arts (M.A.), Economics
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Universidad de Chile
BA, Economics
Ben Kizer's Provident Group Experience January 2009 - May 2009
Job Senior RFP Specialist at Structured Communication Systems
Industry Information Technology and Services
Experience
Structured Communication Systems March 2015 - Present
Structured Communication Systems March 2013 - March 2015
Structured Communication Systems March 2012 - March 2013
Structured Communication Systems December 2011 - February 2012
RiMetric Games September 2011 - December 2011
Global Results Communications, Inc. January 2010 - June 2011
Excelerate Comm May 2009 - December 2009
Provident Group January 2009 - May 2009
Chapman University August 2007 - May 2009
Omaha City Weekly September 2005 - August 2007
Skills
Wireless Networking, Sales Process, Network Security, Customer Service, Solution Selling, Direct Marketing, Salesforce.com, Sales Management, Creative Writing, Media Relations, Social Media, Public Relations, Copy Editing, Project Management, Event Management, Marketing Communications, Microsoft Office, Copywriting, Market Analysis, Brand Management, Quote Preparation, Nonprofits, Training, Event Planning, Proofreading, Editing, Newsletters, Public Speaking, Marketing, Press Releases, Account Management, Social Media Marketing, Leadership, Management, Facebook, Advertising, Social Networking, Strategic Communications, SEO, Email Marketing, RFP Design, Proposal Writing, Proposal Leadership, Business Development, CRM, Sales, E-commerce, Online Advertising, New Business Development
Education
Chapman University 2007 — 2009
MFA, Creative Writing, 3.96 GPA
Texas Christian University 2001 — 2005
B.S., Communications, Business Administration, 3.5 GPA
Creighton Prep 1997 — 2001
Structured Communication Systems March 2015 - Present
Structured Communication Systems March 2013 - March 2015
Structured Communication Systems March 2012 - March 2013
Structured Communication Systems December 2011 - February 2012
RiMetric Games September 2011 - December 2011
Global Results Communications, Inc. January 2010 - June 2011
Excelerate Comm May 2009 - December 2009
Provident Group January 2009 - May 2009
Chapman University August 2007 - May 2009
Omaha City Weekly September 2005 - August 2007
Skills
Wireless Networking, Sales Process, Network Security, Customer Service, Solution Selling, Direct Marketing, Salesforce.com, Sales Management, Creative Writing, Media Relations, Social Media, Public Relations, Copy Editing, Project Management, Event Management, Marketing Communications, Microsoft Office, Copywriting, Market Analysis, Brand Management, Quote Preparation, Nonprofits, Training, Event Planning, Proofreading, Editing, Newsletters, Public Speaking, Marketing, Press Releases, Account Management, Social Media Marketing, Leadership, Management, Facebook, Advertising, Social Networking, Strategic Communications, SEO, Email Marketing, RFP Design, Proposal Writing, Proposal Leadership, Business Development, CRM, Sales, E-commerce, Online Advertising, New Business Development
Education
Chapman University 2007 — 2009
MFA, Creative Writing, 3.96 GPA
Texas Christian University 2001 — 2005
B.S., Communications, Business Administration, 3.5 GPA
Creighton Prep 1997 — 2001
Joseph Plotycia's Provident Group Experience June 2007 - September 2007
Job Financial Services Broker
Industry Insurance
Experience
RT Specialty July 2013 - Present
Swett & Crawford, A CGSC Company September 2012 - August 2013
Hiscox May 2009 - September 2012
Provident Group June 2007 - September 2007
Skills
Underwriting, Reinsurance, Hedge Funds, D&O, E&O, EPL, Fiduciary, Crime, Kidnap & Ransom, A&E, Surety Bonds, Technology E&O, Lloyds, Medical Liability, Allied Health, Professional Liability
Education
Trinity College-Hartford 2006 — 2009
B.S. Economics, Economics
RT Specialty July 2013 - Present
Swett & Crawford, A CGSC Company September 2012 - August 2013
Hiscox May 2009 - September 2012
Provident Group June 2007 - September 2007
Skills
Underwriting, Reinsurance, Hedge Funds, D&O, E&O, EPL, Fiduciary, Crime, Kidnap & Ransom, A&E, Surety Bonds, Technology E&O, Lloyds, Medical Liability, Allied Health, Professional Liability
Education
Trinity College-Hartford 2006 — 2009
B.S. Economics, Economics
Seojin Kang's Provident Group Experience June 2010 - August 2010
Job MAcc at the Fisher College of Business at The Ohio State University
Industry Accounting
Experience
Provident Group June 2010 - August 2010
Hanwha Chemical Co. Ltd June 2008 - July 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master, Accounting
West Virginia University 2007 — 2010
BS, Accounting
Provident Group June 2010 - August 2010
Hanwha Chemical Co. Ltd June 2008 - July 2008
Education
The Ohio State University Fisher College of Business 2010 — 2011
Master, Accounting
West Virginia University 2007 — 2010
BS, Accounting
RITESH VEERA's Provident Group Experience April 2009 - May 2010
Job Managing Director at Maxim Group
Industry Financial Services
Experience
Maxim Group May 2015 - Present
Maxim Group May 2013 - April 2015
Maxim Group January 2012 - April 2013
Maxim Group June 2010 - December 2011
Provident Group April 2009 - May 2010
Rodman & Renshaw January 2008 - January 2009
Rodman & Renshaw June 2006 - December 2007
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Maxim Group May 2015 - Present
Maxim Group May 2013 - April 2015
Maxim Group January 2012 - April 2013
Maxim Group June 2010 - December 2011
Provident Group April 2009 - May 2010
Rodman & Renshaw January 2008 - January 2009
Rodman & Renshaw June 2006 - December 2007
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Master of Business Administration (M.B.A.), Finance