Quantum Partners
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Quantum Partners Employees
Employee
Years
Job
Industry
Charles Philpott CPA/CFE Charles Philpott CPA/CFE's Quantum Partners Experience January 2010 - October 2010
Job Director Special Projects at Par Petroleum Corporation
Industry Oil & Energy
Experience
Par Petroleum Corporation June 2014 - Present
PKF Texas December 2011 - June 2014
Gainer Donnelly LLP 2010 - November 2011
Quantum Partners January 2010 - October 2010
LECG August 2008 - September 2009
Aon Consulting April 2006 - July 2008
Enron December 2001 - March 2006
Enron December 1998 - November 2001
Sulzer August 1996 - December 1998
Occidental Petroleum Corporation September 1993 - July 1996
Skills
Forensic Accounting, Business Process..., Mergers & Acquisitions, Internal Audit, CPA, Certified Fraud Examiner, Litigation Support, Internal Controls, Due Diligence, Expert Witness, Access, Excel, IDEA, Certified Global..., Solomon Reporting, Monarch
Education
University of St. Thomas (TX) 1991 — 1993
MBA, International Business
Texas State University-San Marcos 1984 — 1987
BA, Finance
Par Petroleum Corporation June 2014 - Present
PKF Texas December 2011 - June 2014
Gainer Donnelly LLP 2010 - November 2011
Quantum Partners January 2010 - October 2010
LECG August 2008 - September 2009
Aon Consulting April 2006 - July 2008
Enron December 2001 - March 2006
Enron December 1998 - November 2001
Sulzer August 1996 - December 1998
Occidental Petroleum Corporation September 1993 - July 1996
Skills
Forensic Accounting, Business Process..., Mergers & Acquisitions, Internal Audit, CPA, Certified Fraud Examiner, Litigation Support, Internal Controls, Due Diligence, Expert Witness, Access, Excel, IDEA, Certified Global..., Solomon Reporting, Monarch
Education
University of St. Thomas (TX) 1991 — 1993
MBA, International Business
Texas State University-San Marcos 1984 — 1987
BA, Finance
Ron McCallister Ron McCallister's Quantum Partners Experience 1999 - 2001
Job President/CEO at CrestCom, Inc.
Industry Telecommunications
Experience
CrestCom, Inc. 2003 - Present
Intersil 2000 - 2002
Quantum Partners 1999 - 2001
SiCOM, Inc. 1985 - 2000
Motorola Government Electronic Group 1979 - 1985
Hughes Aircraft Company 1977 - 1979
Motorola Government Electronics Group 1975 - 1977
CalTech's Jet Propulsion Laboratory 1972 - 1975
Skills
Wireless, Systems Engineering, System Architecture, Signal Processing, Electronics, Strategy, Hardware, IC, IT Strategy, WiMAX, Leadership, WiFi, Proposal Writing, Cellular Communications, R&D
Education
Arizona State University 1980 — 1981
Doctor of Philosophy (Ph.D.), Electrical, Electronics and Communications Engineering
University of Southern California 1973 — 1974
M.S.E.E, Electrical, Electronics and Communications Engineering
Dartmouth College 1966 — 1972
B.A., B.S,, Engineering Science, Solid-state Physics, I was awarded 1972 'Best Research' award (beating all MS and PhD candidates).
CrestCom, Inc. 2003 - Present
Intersil 2000 - 2002
Quantum Partners 1999 - 2001
SiCOM, Inc. 1985 - 2000
Motorola Government Electronic Group 1979 - 1985
Hughes Aircraft Company 1977 - 1979
Motorola Government Electronics Group 1975 - 1977
CalTech's Jet Propulsion Laboratory 1972 - 1975
Skills
Wireless, Systems Engineering, System Architecture, Signal Processing, Electronics, Strategy, Hardware, IC, IT Strategy, WiMAX, Leadership, WiFi, Proposal Writing, Cellular Communications, R&D
Education
Arizona State University 1980 — 1981
Doctor of Philosophy (Ph.D.), Electrical, Electronics and Communications Engineering
University of Southern California 1973 — 1974
M.S.E.E, Electrical, Electronics and Communications Engineering
Dartmouth College 1966 — 1972
B.A., B.S,, Engineering Science, Solid-state Physics, I was awarded 1972 'Best Research' award (beating all MS and PhD candidates).
Robert Spano Robert Spano's Quantum Partners Experience June 2010 - April 2012
Job at
Industry Banking
Experience
HUD Housing QAD July 2014 - Present
FDIC March 2012 - April 2014
Quantum Partners June 2010 - April 2012
Alliance Mortgage Company 1981 - 1987
Education
University of Miami 1985 — 1989
MBA
Florida Atlantic University 1972 — 1973
BS, Finance
HUD Housing QAD July 2014 - Present
FDIC March 2012 - April 2014
Quantum Partners June 2010 - April 2012
Alliance Mortgage Company 1981 - 1987
Education
University of Miami 1985 — 1989
MBA
Florida Atlantic University 1972 — 1973
BS, Finance
Bob Dodson Bob Dodson's Quantum Partners Experience March 1992 - Present
Job Principal and Managing Director at Quantum Partners
Industry Financial Services
Experience
Quantum Partners March 1992 - Present
City of Hunters Creek Village 2007 - 2009
City of Hunters Creek Village 2005 - 2007
Three Houston Banks 1972 - 1989
Skills
Banking, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Asset Management, Management Consulting, Finance, Management, Financial Services, Financial Risk, Due Diligence, Mergers & Acquisitions, Investments, Loans, Credit, Credit Analysis, Corporate Finance, Financial Modeling, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Accounting, Mortgage Lending, Executive Management, Valuation
Education
University of Oklahoma 1975 — 1978
Grad. School of Banking, Banking
Southern Methodist University 1965 — 1969
BA Econ, Economics, Business, Pre-law
Quantum Partners March 1992 - Present
City of Hunters Creek Village 2007 - 2009
City of Hunters Creek Village 2005 - 2007
Three Houston Banks 1972 - 1989
Skills
Banking, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Asset Management, Management Consulting, Finance, Management, Financial Services, Financial Risk, Due Diligence, Mergers & Acquisitions, Investments, Loans, Credit, Credit Analysis, Corporate Finance, Financial Modeling, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Accounting, Mortgage Lending, Executive Management, Valuation
Education
University of Oklahoma 1975 — 1978
Grad. School of Banking, Banking
Southern Methodist University 1965 — 1969
BA Econ, Economics, Business, Pre-law
Barry M. Kertzner CPA Barry M. Kertzner CPA's Quantum Partners Experience September 2008 - March 2012
Job CPA , Banking, Mortgages, FDIC
Industry Financial Services
Experience
Warbird Consulting Partners, LLC February 2015 - Present
FDIC March 2012 - April 2014
MJ Boyd Consulting 2014 - 2014
Quantum Partners September 2008 - March 2012
Clayton Holdings July 2003 - September 2007
FT. Lauderdale Jet Center January 1989 - February 2002
Touche Ross & Co. CPA's January 1969 - June 1980
Skills
Mortgage Lending, Finance, Customer Service, Accounting, Banking, Due Diligence, Management, Risk Management, Loans, Underwriting, Financial Analysis, CPA, Cash Flow, Budgets, Asset Management, Loss Mitigation, Portfolio Management, Loan Origination, Loan Servicing, Auditing
Education
Pace University 1963 — 1967
BBA, Business
Warbird Consulting Partners, LLC February 2015 - Present
FDIC March 2012 - April 2014
MJ Boyd Consulting 2014 - 2014
Quantum Partners September 2008 - March 2012
Clayton Holdings July 2003 - September 2007
FT. Lauderdale Jet Center January 1989 - February 2002
Touche Ross & Co. CPA's January 1969 - June 1980
Skills
Mortgage Lending, Finance, Customer Service, Accounting, Banking, Due Diligence, Management, Risk Management, Loans, Underwriting, Financial Analysis, CPA, Cash Flow, Budgets, Asset Management, Loss Mitigation, Portfolio Management, Loan Origination, Loan Servicing, Auditing
Education
Pace University 1963 — 1967
BBA, Business
John W. Allen John W. Allen's Quantum Partners Experience 1997 - Present
Job President/COO at G&A Partners
Industry Human Resources
Experience
HourDoc.com October 2007 - Present
Quantum Partners 1997 - Present
G&A Partners January 1995 - Present
Grijalva & Allen, P.C. November 1992 - Present
NAPEO - The National Association of Professional Employer Organizations 2009 - 2013
Grant Thornton January 1981 - November 1992
Skills
Marketing, Employee Benefits, Risk Management, Recruiting, Finance, Strategic Planning, Program Management, Management Consulting, Financial Analysis, Management, Human Resources, Payroll, Workers Compensation, PEO, Entrepreneurship, Talent Acquisition, Insurance, Accounting, Leadership Development, Business Strategy, Sales, HR Consulting, Small Business, Personnel Management, Business Development, Time Management, Process Improvement, SaaS, Organizational..., Staff Development, Mergers & Acquisitions, Talent Management, Customer Satisfaction, Health Insurance, HRIS, Employee Relations, Customer Service, Healthcare, Executive Management, Benefits Administration, Consulting, Training, Start-ups, Leadership, Tax, Budgets, Team Building, Property & Casualty..., Performance Management
Education
Brigham Young University 1978 — 1980
BS, MS, Management Accounting
University of Nevada-Las Vegas 1977 — 1977
University of Utah 1974 — 1975
HourDoc.com October 2007 - Present
Quantum Partners 1997 - Present
G&A Partners January 1995 - Present
Grijalva & Allen, P.C. November 1992 - Present
NAPEO - The National Association of Professional Employer Organizations 2009 - 2013
Grant Thornton January 1981 - November 1992
Skills
Marketing, Employee Benefits, Risk Management, Recruiting, Finance, Strategic Planning, Program Management, Management Consulting, Financial Analysis, Management, Human Resources, Payroll, Workers Compensation, PEO, Entrepreneurship, Talent Acquisition, Insurance, Accounting, Leadership Development, Business Strategy, Sales, HR Consulting, Small Business, Personnel Management, Business Development, Time Management, Process Improvement, SaaS, Organizational..., Staff Development, Mergers & Acquisitions, Talent Management, Customer Satisfaction, Health Insurance, HRIS, Employee Relations, Customer Service, Healthcare, Executive Management, Benefits Administration, Consulting, Training, Start-ups, Leadership, Tax, Budgets, Team Building, Property & Casualty..., Performance Management
Education
Brigham Young University 1978 — 1980
BS, MS, Management Accounting
University of Nevada-Las Vegas 1977 — 1977
University of Utah 1974 — 1975
Carl Merkle, CPA Carl Merkle, CPA's Quantum Partners Experience November 2009 - August 2012
Job Assistant Controller at Wedge Management / Housing and Community Services Inc.
Industry Accounting
Experience
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Wedge Management / Housing and Community Services Inc. August 2012 - Present
Families Forward 2008 - Present
Quantum Partners November 2009 - August 2012
Allen, Haight & Monaghan LLP 2009 - 2010
McGladrey & Pullen January 2007 - January 2009
US Securities and Exchange Commission January 2003 - January 2007
The Irvine Company October 2000 - April 2002
Paz & Associates 1997 - 2000
Ernst & Young 1983 - 1997
Kenneth Leventhal & Company 1983 - 1995
Skills
Litigation Support, GAAP, Start-ups, Due Diligence, Financial Analysis, Financial Reporting, Real Estate, Accounting, Real Estate Economics, Asset Managment, Mergers, Valuation, Portfolio Management, Mergers & Acquisitions, Asset Management, Auditing, Corporate Governance, Finance, Management, CPA, Budgets, Forecasting, Cash Management, Financial Statements, Banking, Financial Audits, Negotiation, Accounts Payable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Credit, Accounts Receivable, Cash Flow, SEC filings, Managerial Finance, Forensic Accounting, Internal Audit, SEC Filings
Education
CBC Wise Counsel Class 2012 — 2012
California State University-Long Beach - College of Business Administration 1977 — 1979
B.S. in Business Administration, Emphasis in Accounting
Berean High
CBC Men's Quest Group
Elise Rezvan's Quantum Partners Experience January 2013 - September 2014
Job Accounting Assistant
Industry Government Relations
Experience
Quantum Partners/G&A Joint Venture August 2015 - Present
Falck Safety Services (US) September 2014 - August 2015
Quantum Partners January 2013 - September 2014
MHRST Inc 2010 - 2012
Sam's Club September 2008 - June 2009
Skills
Customer Service, Creative Writing, Microsoft Office, Data Entry, Social Networking, Editing, Healthcare, PowerPoint, Microsoft Word, Community Outreach, Research, Event Planning, Time Management, Cat Whisperer
Education
University of Houston 2008 — 2010
Bachelor of Science (BS), Psychology, 3.5
Lone Star College System 2006 — 2008
Associate of Science (A.S.), 3.4
Cypress Springs High School 2002 — 2006
Quantum Partners/G&A Joint Venture August 2015 - Present
Falck Safety Services (US) September 2014 - August 2015
Quantum Partners January 2013 - September 2014
MHRST Inc 2010 - 2012
Sam's Club September 2008 - June 2009
Skills
Customer Service, Creative Writing, Microsoft Office, Data Entry, Social Networking, Editing, Healthcare, PowerPoint, Microsoft Word, Community Outreach, Research, Event Planning, Time Management, Cat Whisperer
Education
University of Houston 2008 — 2010
Bachelor of Science (BS), Psychology, 3.5
Lone Star College System 2006 — 2008
Associate of Science (A.S.), 3.4
Cypress Springs High School 2002 — 2006
Colby Young Colby Young's Quantum Partners Experience January 2013 - July 2013
Job Business Development/Sales at Pristine.io
Industry Venture Capital & Private Equity
Experience
Pristine.io June 2015 - Present
Access Solutions September 2014 - May 2015
Nuve,Inc April 2014 - September 2014
DreamIt Ventures January 2014 - April 2014
Quantum Partners January 2013 - July 2013
Quantum Partners, LLC December 2009 - July 2013
Quantum Partners, LLC November 2010 - December 2010
Quantum Partners, LLC March 2010 - April 2010
Quantum Partners, LLC January 2010 - February 2010
Skills
Access, Management, Accounting, Start-ups, Software Documentation, Analysis, Litigation, Portfolio Management, Banking, Real Estate, Accounts Payable, Loans, Risk Management, Fraud, Risk Assessment, Training, Operations Management, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Venture Capital/Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
BBA, International Business, Spanish
University of Arizona 2005 — 2007
Pre-Business
Pristine.io June 2015 - Present
Access Solutions September 2014 - May 2015
Nuve,Inc April 2014 - September 2014
DreamIt Ventures January 2014 - April 2014
Quantum Partners January 2013 - July 2013
Quantum Partners, LLC December 2009 - July 2013
Quantum Partners, LLC November 2010 - December 2010
Quantum Partners, LLC March 2010 - April 2010
Quantum Partners, LLC January 2010 - February 2010
Skills
Access, Management, Accounting, Start-ups, Software Documentation, Analysis, Litigation, Portfolio Management, Banking, Real Estate, Accounts Payable, Loans, Risk Management, Fraud, Risk Assessment, Training, Operations Management, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Venture Capital/Entrepreneurship
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
BBA, International Business, Spanish
University of Arizona 2005 — 2007
Pre-Business
Shawn Pickens Shawn Pickens's Quantum Partners Experience March 2010 - November 2012
Job Forensic Investigations and Insurance Claims Consulting Director at The Claro Group
Industry Accounting
Experience
The Claro Group December 2012 - Present
Quantum Partners March 2010 - November 2012
RIMS Houston Chapter June 2008 - June 2011
Independent Consultant May 2009 - March 2010
Deloitte November 1994 - May 2009
KPMG Peat Marwick November 1993 - November 1994
Skills
Forensic Accounting, Litigation Support, Insurance Claims, Forensic Investigations, Financial Institutions, Airlines, Enterprise Risk..., Risk Mitigation, Risk Management, Oil/Gas, Petrochemical, Internal Audit, Consulting, Financial Analysis, Forensic Analysis, Insurance, Fraud, Certified Fraud Examiner, Due Diligence, Internal Controls, Finance, Analysis, Business Valuation, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Claim, Mergers & Acquisitions, Restructuring, Financial Risk, Valuation, FCPA, Litigation Consulting
Education
Drake University 1989 — 1993
BSBA, Accounting
Culver 1985 — 1988
The Claro Group December 2012 - Present
Quantum Partners March 2010 - November 2012
RIMS Houston Chapter June 2008 - June 2011
Independent Consultant May 2009 - March 2010
Deloitte November 1994 - May 2009
KPMG Peat Marwick November 1993 - November 1994
Skills
Forensic Accounting, Litigation Support, Insurance Claims, Forensic Investigations, Financial Institutions, Airlines, Enterprise Risk..., Risk Mitigation, Risk Management, Oil/Gas, Petrochemical, Internal Audit, Consulting, Financial Analysis, Forensic Analysis, Insurance, Fraud, Certified Fraud Examiner, Due Diligence, Internal Controls, Finance, Analysis, Business Valuation, CPA, Auditing, Sarbanes-Oxley Act, SEC filings, Financial Modeling, Claim, Mergers & Acquisitions, Restructuring, Financial Risk, Valuation, FCPA, Litigation Consulting
Education
Drake University 1989 — 1993
BSBA, Accounting
Culver 1985 — 1988
Paul B. Wallace Paul B. Wallace's Quantum Partners Experience July 2008 - Present
Job Managing Director for Quantum Partners, National Asset Management and Receivership Contractor for the FDIC
Industry Banking
Experience
Quantum Partners July 2008 - Present
AmeriPoint Title June 2002 - June 2008
Skills
Commercial Real Estate, Disposition, Portfolio Management, Risk Management, Finance, Investment Properties, Real Estate Economics, Banking, Mortgage Lending, Financial Analysis, Real Estate, Due Diligence, Real Estate Transactions, Management Consulting, Financial Modeling, Valuation, Real Estate Development, Management, Asset Management, Investments, Business Analysis, Loans, Analysis, Accounting, Corporate Real Estate, Mergers & Acquisitions, Contract Negotiation
Education
University of Oklahoma - Price College of Business
BBA, Economics. Finance
Quantum Partners July 2008 - Present
AmeriPoint Title June 2002 - June 2008
Skills
Commercial Real Estate, Disposition, Portfolio Management, Risk Management, Finance, Investment Properties, Real Estate Economics, Banking, Mortgage Lending, Financial Analysis, Real Estate, Due Diligence, Real Estate Transactions, Management Consulting, Financial Modeling, Valuation, Real Estate Development, Management, Asset Management, Investments, Business Analysis, Loans, Analysis, Accounting, Corporate Real Estate, Mergers & Acquisitions, Contract Negotiation
Education
University of Oklahoma - Price College of Business
BBA, Economics. Finance
Michael Thomas Whelan's Quantum Partners Experience April 2010 - July 2010
Job AntiMoney Laundering Consultant
Industry Banking
Experience
Michael Thomas Whelan LLC February 2014 - Present
IPSA International April 2011 - February 2014
CTI Metropolitan / Metstaff January 2011 - March 2011
Quantum Partners April 2010 - July 2010
MMC Group LP July 2009 - January 2010
BDO Seidman LLP February 2005 - July 2009
New York State Department of Labor January 2002 - February 2005
Mutual of America May 1998 - January 2002
New York State Department of Taxation & Finance January 1994 - May 1998
Skills
Fraud, AML, Certified Fraud Examiner, Compliance, Investigations, Forensic Accounting, SEC filings, Accounting, Private Investigations, Internal Audit, Internal Controls, Due Diligence, KYC, Finance, Enterprise Risk..., External Audit, Financial Services, Auditing, Financial Audits, Tax, Bank Secrecy Act, Banking, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Risk Assessment, Financial Risk, Sarbanes-Oxley Act, FCPA, Operational Risk, Risk Management, Investigation, Financial Institutions, USA PATRIOT Act, Regulations, Corporate Governance, OFAC, Financial Regulation, Restructuring, Securities, Litigation Support, Fraud Detection, Transaction Processing, Forensic Analysis, IT Audit, CPA, CISA, Cash Management, Computer Forensics, Risk Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science (B.S.), Accounting
Michael Thomas Whelan LLC February 2014 - Present
IPSA International April 2011 - February 2014
CTI Metropolitan / Metstaff January 2011 - March 2011
Quantum Partners April 2010 - July 2010
MMC Group LP July 2009 - January 2010
BDO Seidman LLP February 2005 - July 2009
New York State Department of Labor January 2002 - February 2005
Mutual of America May 1998 - January 2002
New York State Department of Taxation & Finance January 1994 - May 1998
Skills
Fraud, AML, Certified Fraud Examiner, Compliance, Investigations, Forensic Accounting, SEC filings, Accounting, Private Investigations, Internal Audit, Internal Controls, Due Diligence, KYC, Finance, Enterprise Risk..., External Audit, Financial Services, Auditing, Financial Audits, Tax, Bank Secrecy Act, Banking, Sarbanes-Oxley, Operational Risk..., Anti Money Laundering, Risk Assessment, Financial Risk, Sarbanes-Oxley Act, FCPA, Operational Risk, Risk Management, Investigation, Financial Institutions, USA PATRIOT Act, Regulations, Corporate Governance, OFAC, Financial Regulation, Restructuring, Securities, Litigation Support, Fraud Detection, Transaction Processing, Forensic Analysis, IT Audit, CPA, CISA, Cash Management, Computer Forensics, Risk Analysis
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Science (B.S.), Accounting
Grant Thudium's Quantum Partners Experience September 2007 - Present
Job Project Manager at Quantum Partners
Industry Financial Services
Experience
Quantum Partners September 2007 - Present
Quantum Partners May 2007 - Present
Market Street Resources, LLC October 1997 - Present
METEC 1999 - 2002
The METEC Group 1999 - 2002
Skills
Risk Management, Financial Analysis, Banking, Finance, Due Diligence, Executive Management, Portfolio Management, Asset Managment, Real Estate Economics, Business Process..., Management Consulting, Financial Modeling, Strategic Consulting, Accounting, Mergers, Disposition, Business Analysis, Valuation, Investment Banking, Loans, Asset Management, Financial Risk, Managerial Finance, Mergers, Restructuring
Education
Louisiana State University and Agricultural and Mechanical College 1970 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Quantum Partners September 2007 - Present
Quantum Partners May 2007 - Present
Market Street Resources, LLC October 1997 - Present
METEC 1999 - 2002
The METEC Group 1999 - 2002
Skills
Risk Management, Financial Analysis, Banking, Finance, Due Diligence, Executive Management, Portfolio Management, Asset Managment, Real Estate Economics, Business Process..., Management Consulting, Financial Modeling, Strategic Consulting, Accounting, Mergers, Disposition, Business Analysis, Valuation, Investment Banking, Loans, Asset Management, Financial Risk, Managerial Finance, Mergers, Restructuring
Education
Louisiana State University and Agricultural and Mechanical College 1970 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Stuart Zais, CCM's Quantum Partners Experience 2009 - June 2011
Job Consultant/Contractor Treasury, Finance, Accounting
Industry Banking
Experience
Retired from Full Time Employment April 2013 - Present
Orange County Comptroller June 2011 - April 2013
Quantum Partners 2009 - June 2011
Hilton Grand Vacations July 2002 - January 2009
SunTrust Bank May 2000 - June 2002
Sprint 1997 - 2000
Sprint/United Telephone Company 1984 - 1997
Skills
Treasury Management, Bank Relationship..., Banking, Managerial Finance, Cash Management, Financial Analysis, Accounting, Account Reconciliation, Portfolio Management, Treasury, Financial Services, Loans, Investments
Education
University of Central Florida - College of Business Administration 1982 — 1984
MBA
University of Central Florida - College of Business Administration 1978 — 1982
BSBA, Accounting, Finance
Retired from Full Time Employment April 2013 - Present
Orange County Comptroller June 2011 - April 2013
Quantum Partners 2009 - June 2011
Hilton Grand Vacations July 2002 - January 2009
SunTrust Bank May 2000 - June 2002
Sprint 1997 - 2000
Sprint/United Telephone Company 1984 - 1997
Skills
Treasury Management, Bank Relationship..., Banking, Managerial Finance, Cash Management, Financial Analysis, Accounting, Account Reconciliation, Portfolio Management, Treasury, Financial Services, Loans, Investments
Education
University of Central Florida - College of Business Administration 1982 — 1984
MBA
University of Central Florida - College of Business Administration 1978 — 1982
BSBA, Accounting, Finance
Joseph Hinton's Quantum Partners Experience March 2011 - Present
Job Investigations at Quantum Partners
Industry Security and Investigations
Experience
Quantum Partners March 2011 - Present
MMC Group LP October 2009 - March 2011
Compass Bank (Texas State Bank) May 2005 - April 2009
Thompson, Cobb, Bazilio & Associates, PC 2009 - 2009
Lone Star National Bank 2004 - 2005
Skills
Risk Assessment, Investigation, Team Leadership, Private Investigations, Risk Management, Internal Investigations, Financial Reporting, Banking, Fraud, Due Diligence, Physical Security, Litigation Support, Background Checks, Corporate Security, AML, Security, Auditing, Certified Fraud Examiner, Asset Protection, Bank Secrecy Act, Surveillance, Executive Protection, OFAC, Security Awareness, Criminal Investigations, Operational Risk..., Business Continuity, Protection, Crisis Management, Risk Analysis, Security Audits, Security Operations, Security Training, Enforcement, Security Management, Computer Forensics, Forensic Analysis, Interrogation, Counterterrorism, Vulnerability Assessment, Enterprise Risk..., Workplace Violence, Homeland Security, Police, Firearms, Criminal Justice, Crime Prevention, Evidence, Personal Security, Anti Money Laundering
Education
Houston Police Academy
Master Peace Officer
Sam Houston State University
Criminal Justice
Quantum Partners March 2011 - Present
MMC Group LP October 2009 - March 2011
Compass Bank (Texas State Bank) May 2005 - April 2009
Thompson, Cobb, Bazilio & Associates, PC 2009 - 2009
Lone Star National Bank 2004 - 2005
Skills
Risk Assessment, Investigation, Team Leadership, Private Investigations, Risk Management, Internal Investigations, Financial Reporting, Banking, Fraud, Due Diligence, Physical Security, Litigation Support, Background Checks, Corporate Security, AML, Security, Auditing, Certified Fraud Examiner, Asset Protection, Bank Secrecy Act, Surveillance, Executive Protection, OFAC, Security Awareness, Criminal Investigations, Operational Risk..., Business Continuity, Protection, Crisis Management, Risk Analysis, Security Audits, Security Operations, Security Training, Enforcement, Security Management, Computer Forensics, Forensic Analysis, Interrogation, Counterterrorism, Vulnerability Assessment, Enterprise Risk..., Workplace Violence, Homeland Security, Police, Firearms, Criminal Justice, Crime Prevention, Evidence, Personal Security, Anti Money Laundering
Education
Houston Police Academy
Master Peace Officer
Sam Houston State University
Criminal Justice
Thomas Hamberger's Quantum Partners Experience
Job Independent Financial Services Professional
Industry Financial Services
Experience
Quantum Partners
Skills
Banking, Finance, Risk Management, Asset Management, Portfolio Management, Financial Analysis, Strategic Financial..., Credit Risk, Loans, Credit Analysis, Equities, Investments, Retirement Planning, Commercial Banking, Commercial Lending, Securities, Due Diligence, Wealth Management, Retirement, Mutual Funds, Pensions, Investment Advisory
Education
FDIC Corporate University
South Dakota State University Brookings SD
University of Michigan - Stephen M. Ross School of Business
Quantum Partners
Skills
Banking, Finance, Risk Management, Asset Management, Portfolio Management, Financial Analysis, Strategic Financial..., Credit Risk, Loans, Credit Analysis, Equities, Investments, Retirement Planning, Commercial Banking, Commercial Lending, Securities, Due Diligence, Wealth Management, Retirement, Mutual Funds, Pensions, Investment Advisory
Education
FDIC Corporate University
South Dakota State University Brookings SD
University of Michigan - Stephen M. Ross School of Business
Anissa Williams's Quantum Partners Experience February 2010 - May 2010
Job Oil & Energy Professional
Industry Oil & Energy
Experience
Baker Hughes November 2011 - Present
Ensco plc April 2011 - October 2011
Mens Wearhouse October 2010 - April 2011
BAE Systems May 2010 - October 2010
Quantum Partners February 2010 - May 2010
Williams Investigations and Services June 2009 - February 2010
Wackenhut Corporation February 2000 - June 2009
Wackenhut Corporation January 2000 - January 2009
Wackenhut Corporation January 2000 - January 2004
Arapahoe County Social Services January 1999 - January 2000
Skills
PeopleSoft, ADP Payroll, Multi-state Payroll
Education
College of Technical Careers 1999 — 2001
Associate Degree, Administration
Southern Illinois University, Carbondale 1994 — 1998
Bachelor, Art of Science
Southern Illinois University, Carbondale
Bachelor of Science Degree, Management/Retail
Baker Hughes November 2011 - Present
Ensco plc April 2011 - October 2011
Mens Wearhouse October 2010 - April 2011
BAE Systems May 2010 - October 2010
Quantum Partners February 2010 - May 2010
Williams Investigations and Services June 2009 - February 2010
Wackenhut Corporation February 2000 - June 2009
Wackenhut Corporation January 2000 - January 2009
Wackenhut Corporation January 2000 - January 2004
Arapahoe County Social Services January 1999 - January 2000
Skills
PeopleSoft, ADP Payroll, Multi-state Payroll
Education
College of Technical Careers 1999 — 2001
Associate Degree, Administration
Southern Illinois University, Carbondale 1994 — 1998
Bachelor, Art of Science
Southern Illinois University, Carbondale
Bachelor of Science Degree, Management/Retail
saundra ehrlich's Quantum Partners Experience 2011 - 2012
Job owner at Katy Maid to Order
Industry Management Consulting
Experience
Katy Maid to Order April 2004 - Present
Quantum Partners 2011 - 2012
Skills
Office Administration, Data Entry, Clerical Skills, Customer Service, Accounts Receivable, Bookkeeping, Contractors, Process Scheduler
Education
Houston Community College 2000 — 2001
Parelegal Studies, P aralegal
Huntington Park High School 1984 — 1987
FIRST BAPTIST ELEMENTAY, LOS ANGELES, CALIFORNIA 1972 — 1981
ACADEMICS, Regular/General High School/Secondary Diploma Program
Katy Maid to Order April 2004 - Present
Quantum Partners 2011 - 2012
Skills
Office Administration, Data Entry, Clerical Skills, Customer Service, Accounts Receivable, Bookkeeping, Contractors, Process Scheduler
Education
Houston Community College 2000 — 2001
Parelegal Studies, P aralegal
Huntington Park High School 1984 — 1987
FIRST BAPTIST ELEMENTAY, LOS ANGELES, CALIFORNIA 1972 — 1981
ACADEMICS, Regular/General High School/Secondary Diploma Program