Quist Valuation
Quist Valuation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Quist Valuation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Quist Valuation Salaries. You can even request information on how much does Quist Valuation pay if you want to. Learn about salaries, pros and cons of working for Quist Valuation directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 Quist Valuation employees in database. Find out everything there's to know about Quist Valuation employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Quist Valuation Employees
Employee
Years
Job
Industry
Jonathan Grupp, ASA Jonathan Grupp, ASA's Quist Valuation Experience March 2006 - February 2009
Job Transaction Services Manager at EKS&H
Industry Accounting
Experience
EKS&H February 2009 - Present
Quist Valuation March 2006 - February 2009
Bank of Colorado March 2004 - March 2006
Skills
Financial Modeling and..., Capital Budgeting, Analysis of Complex..., Financial Analysis, Business Valuation, Forecasting, Microsoft Excel, Budget, Due Diligence, Process Improvement, Auditing, Risk Management, Finance
Education
Colorado State University 1998 — 2002
Bachelor of Science, Finance/Economics
CFA Institute
Level III CFA Candidate, Finance
EKS&H February 2009 - Present
Quist Valuation March 2006 - February 2009
Bank of Colorado March 2004 - March 2006
Skills
Financial Modeling and..., Capital Budgeting, Analysis of Complex..., Financial Analysis, Business Valuation, Forecasting, Microsoft Excel, Budget, Due Diligence, Process Improvement, Auditing, Risk Management, Finance
Education
Colorado State University 1998 — 2002
Bachelor of Science, Finance/Economics
CFA Institute
Level III CFA Candidate, Finance
Ben McFadden, CFA Ben McFadden, CFA's Quist Valuation Experience December 2009 - June 2010
Job Equity Research Analyst at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Pacific Crest Securities April 2012 - Present
Index Publications, LLC September 2010 - October 2011
Quist Valuation December 2009 - June 2010
Charles Schwab & Co. May 2008 - July 2009
Charles Schwab & Co. July 2006 - May 2008
Skills
Equities, ETFs, Valuation, Series 7, Financial Modeling, Financial Analysis, Equity Research, Investments, Fixed Income, Bloomberg Terminal, Portfolio Management, Trading
Education
Saint Louis University 2002 — 2006
Bachelors, Finance
Stephanie Tuttle Stephanie Tuttle's Quist Valuation Experience September 2011 - September 2012
Job Senior Tax Associate at Plum Creek
Industry Financial Services
Experience
Plum Creek July 2014 - Present
WTAS February 2014 - June 2014
WTAS April 2013 - February 2014
Quist Valuation Services at Shareholder InSite September 2011 - April 2013
Quist Valuation September 2011 - September 2012
Skills
FAS 157, 409A, Financial Analysis, Financial Modeling, Manage Client..., Venture Capital, Mergers, Accounting, Mergers & Acquisitions, Valuation, Business Valuation, Private Equity, Tax, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Masters, Tax Accounting
Plum Creek July 2014 - Present
WTAS February 2014 - June 2014
WTAS April 2013 - February 2014
Quist Valuation Services at Shareholder InSite September 2011 - April 2013
Quist Valuation September 2011 - September 2012
Skills
FAS 157, 409A, Financial Analysis, Financial Modeling, Manage Client..., Venture Capital, Mergers, Accounting, Mergers & Acquisitions, Valuation, Business Valuation, Private Equity, Tax, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2010
Masters, Tax Accounting
Daniel Eyman Daniel Eyman's Quist Valuation Experience June 2010 - June 2013
Job Finance | Valuation | Strategy
Industry Venture Capital & Private Equity
Experience
MELD: Valuation June 2014 - Present
Obesity Prevention, Policy & Management, Inc. September 2015 - Present
Map My Beauty June 2015 - Present
Everly Wellness July 2015 - Present
Zenytime February 2015 - September 2015
Canary, LLC. October 2014 - August 2015
NanoString Technologies, Inc. November 2013 - January 2015
Quist Valuation June 2010 - June 2013
PitchBook Data, Inc. January 2010 - June 2010
UW Medicine January 2005 - October 2008
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Forecasting, Start-ups, Financial Analysis, Due Diligence, Business Development, Investments, Project Management, Cost Management, Entrepreneurship, Data Analysis, Accounting, Strategy, Finance, Biotechnology, Corporate Finance, Mergers & Acquisitions, Management, Leadership
Education
Seattle University 2008 — 2010
MBA, Finance & Strategy
University of Washington 2003 — 2006
BS, Biology
MELD: Valuation June 2014 - Present
Obesity Prevention, Policy & Management, Inc. September 2015 - Present
Map My Beauty June 2015 - Present
Everly Wellness July 2015 - Present
Zenytime February 2015 - September 2015
Canary, LLC. October 2014 - August 2015
NanoString Technologies, Inc. November 2013 - January 2015
Quist Valuation June 2010 - June 2013
PitchBook Data, Inc. January 2010 - June 2010
UW Medicine January 2005 - October 2008
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Forecasting, Start-ups, Financial Analysis, Due Diligence, Business Development, Investments, Project Management, Cost Management, Entrepreneurship, Data Analysis, Accounting, Strategy, Finance, Biotechnology, Corporate Finance, Mergers & Acquisitions, Management, Leadership
Education
Seattle University 2008 — 2010
MBA, Finance & Strategy
University of Washington 2003 — 2006
BS, Biology
Cyrus Farudi Cyrus Farudi's Quist Valuation Experience January 2002 - August 2003
Job Director, Cloud File Services at Barracuda (NYSE: CUDA)
Industry Internet
Experience
Barracuda (NYSE: CUDA) March 2015 - Present
Capsule Media LLC February 2011 - Present
TrophyRings August 2014 - Present
SeeVolution 2011 - Present
Cuttle 2012 - Present
Flipswap, Inc. - acquired by eRecycling Corp January 2010 - December 2010
Flipswap, Inc. - acquired by eRecycling Corp November 2004 - July 2009
EZWay Auctions October 2003 - November 2004
Quist Valuation January 2002 - August 2003
Skills
Business Planning, Strategic Partnerships, Start-ups, Venture Capital, Business Strategy, Consulting, Entrepreneurship, SaaS, Business Development, Product Management, Product Marketing, E-commerce, Mergers & Acquisitions, Mobile Devices, Executive Management, Analytics, Strategy, Competitive Analysis, New Business Development, Corporate Development, Management Consulting, Online Marketing, Digital Strategy, Mobile Applications
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
Universitat d'Alacant 2000 — 2000
Study Abroad, Spanish Language and Literature
Barracuda (NYSE: CUDA) March 2015 - Present
Capsule Media LLC February 2011 - Present
TrophyRings August 2014 - Present
SeeVolution 2011 - Present
Cuttle 2012 - Present
Flipswap, Inc. - acquired by eRecycling Corp January 2010 - December 2010
Flipswap, Inc. - acquired by eRecycling Corp November 2004 - July 2009
EZWay Auctions October 2003 - November 2004
Quist Valuation January 2002 - August 2003
Skills
Business Planning, Strategic Partnerships, Start-ups, Venture Capital, Business Strategy, Consulting, Entrepreneurship, SaaS, Business Development, Product Management, Product Marketing, E-commerce, Mergers & Acquisitions, Mobile Devices, Executive Management, Analytics, Strategy, Competitive Analysis, New Business Development, Corporate Development, Management Consulting, Online Marketing, Digital Strategy, Mobile Applications
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2001
BS, Finance
Universitat d'Alacant 2000 — 2000
Study Abroad, Spanish Language and Literature
Sam O'Daniel Sam O'Daniel's Quist Valuation Experience May 2008 - November 2009
Job Owner & Head Writer at Tenzo Media
Industry Writing and Editing
Experience
Tenzo Media June 2014 - Present
The Startup IT Guy July 2014 - Present
Arrae Creative 2012 - Present
SendGrid July 2012 - June 2014
Starz Entertainment February 2011 - July 2012
Douglas County School District July 2010 - February 2011
MacWorks, Inc February 2010 - July 2010
Quist Valuation May 2008 - November 2009
High Noon Entertainment May 2007 - May 2008
Douglas County School District August 2005 - May 2007
Skills
Strategic Planning, Apple Macintosh, Mac OS X, Mac OS X Server, Linux, IT Strategy, Creative Writing, Public Speaking, Windows 7, Mac, Windows, Active Directory, Internet, Business Strategy, Blogging, Vendor Management, OS X, System Administration, Security, IT Management, Troubleshooting, Technical Support, Web Development, Hardware, Cisco Technologies, Computer Hardware, Software Installation, Leadership, IT Operations, Project Management, VoIP, Information Technology, Management, Networking, Program Management, Disaster Recovery, SaaS, Training, VMware, Cloud Computing, Mac OS, LifeSize Video..., Strategy, Start-ups, Social Media
Education
University of Denver 2007 — 2011
Masters, Organizational Leadership
Arapahoe Community College 2006 — 2006
Computer Programming
Diablo Valley College 2000 — 2001
Intro to Programming (C++) & Unix Administration
San Diego State University 1988 — 1993
Bachelor of Arts, English
Tenzo Media June 2014 - Present
The Startup IT Guy July 2014 - Present
Arrae Creative 2012 - Present
SendGrid July 2012 - June 2014
Starz Entertainment February 2011 - July 2012
Douglas County School District July 2010 - February 2011
MacWorks, Inc February 2010 - July 2010
Quist Valuation May 2008 - November 2009
High Noon Entertainment May 2007 - May 2008
Douglas County School District August 2005 - May 2007
Skills
Strategic Planning, Apple Macintosh, Mac OS X, Mac OS X Server, Linux, IT Strategy, Creative Writing, Public Speaking, Windows 7, Mac, Windows, Active Directory, Internet, Business Strategy, Blogging, Vendor Management, OS X, System Administration, Security, IT Management, Troubleshooting, Technical Support, Web Development, Hardware, Cisco Technologies, Computer Hardware, Software Installation, Leadership, IT Operations, Project Management, VoIP, Information Technology, Management, Networking, Program Management, Disaster Recovery, SaaS, Training, VMware, Cloud Computing, Mac OS, LifeSize Video..., Strategy, Start-ups, Social Media
Education
University of Denver 2007 — 2011
Masters, Organizational Leadership
Arapahoe Community College 2006 — 2006
Computer Programming
Diablo Valley College 2000 — 2001
Intro to Programming (C++) & Unix Administration
San Diego State University 1988 — 1993
Bachelor of Arts, English
Marty Wisott, CFA, ASA Marty Wisott, CFA, ASA's Quist Valuation Experience 2006 - 2007
Job Business Valuation Professional
Industry Financial Services
Experience
Rocky Mountain Business Valuation September 2007 - Present
GHP Horwath, P.C. 2007 - 2008
Quist Valuation 2006 - 2007
Trenwith Group, LLC 2002 - 2006
BDO Seidman, LLP 1999 - 2002
JPMorgan Chase 1995 - 1999
Skills
Business Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Litigation Support, Dispute Resolution, Corporate Finance, Mergers, Finance, Small Business, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning
Education
University of Iowa 1990 — 1994
MBA/JD, Finance/Law
Colorado State University 1983 — 1987
B.A., Marketing
Rocky Mountain Business Valuation September 2007 - Present
GHP Horwath, P.C. 2007 - 2008
Quist Valuation 2006 - 2007
Trenwith Group, LLC 2002 - 2006
BDO Seidman, LLP 1999 - 2002
JPMorgan Chase 1995 - 1999
Skills
Business Valuation, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Litigation Support, Dispute Resolution, Corporate Finance, Mergers, Finance, Small Business, Entrepreneurship, Mergers & Acquisitions, Business Strategy, Business Planning
Education
University of Iowa 1990 — 1994
MBA/JD, Finance/Law
Colorado State University 1983 — 1987
B.A., Marketing
James Drybanski, CFA James Drybanski, CFA's Quist Valuation Experience September 2005 - May 2008
Job Transaction Services Manager at EKS&H
Industry Financial Services
Experience
EKS&H May 2008 - Present
Quist Valuation September 2005 - May 2008
American National Bank August 2003 - September 2005
Skills
Financial Modeling, Financial Analysis, Market Analysis and..., Valuation, Due Diligence, Equities, Business Valuation, Financial Reporting, Corporate Finance, Accounting, Forecasting, Financial Accounting, Finance, Mergers & Acquisitions, Tax, Strategy
Education
University of Colorado at Boulder 1998 — 2003
B.A., Economics
EKS&H May 2008 - Present
Quist Valuation September 2005 - May 2008
American National Bank August 2003 - September 2005
Skills
Financial Modeling, Financial Analysis, Market Analysis and..., Valuation, Due Diligence, Equities, Business Valuation, Financial Reporting, Corporate Finance, Accounting, Forecasting, Financial Accounting, Finance, Mergers & Acquisitions, Tax, Strategy
Education
University of Colorado at Boulder 1998 — 2003
B.A., Economics
Michelle Lee Michelle Lee's Quist Valuation Experience September 2000 - July 2001
Job CEO at Cannella Construction Draw Services
Industry Financial Services
Experience
Cannella Construction Draw Services May 2012 - Present
Essef Software October 2009 - April 2012
Archstone June 2005 - September 2009
Archstone April 2004 - June 2005
Archstone August 2001 - April 2004
Quist Valuation September 2000 - July 2001
Sawgrass Advisors June 1999 - August 2000
Skills
Forecasting, Financial Analysis, Finance, Budgets, Apartments, Asset Management, Accounting
Education
University of Denver - Daniels College of Business 1998 — 1999
Master of Science, Finance
California Polytechnic State University-San Luis Obispo 1987 — 1994
Bachelor of Science, Graphic Communications
Cannella Construction Draw Services May 2012 - Present
Essef Software October 2009 - April 2012
Archstone June 2005 - September 2009
Archstone April 2004 - June 2005
Archstone August 2001 - April 2004
Quist Valuation September 2000 - July 2001
Sawgrass Advisors June 1999 - August 2000
Skills
Forecasting, Financial Analysis, Finance, Budgets, Apartments, Asset Management, Accounting
Education
University of Denver - Daniels College of Business 1998 — 1999
Master of Science, Finance
California Polytechnic State University-San Luis Obispo 1987 — 1994
Bachelor of Science, Graphic Communications
Scott Franklin's Quist Valuation Experience 2002 - 2006
Job Senior Manager, Security Field Marketing, Regional Manager, North America at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems November 2014 - Present
Cisco Systems August 2013 - November 2014
Cisco Systems August 2012 - August 2013
Cisco Systems August 2009 - July 2012
Cisco Systems December 2007 - November 2009
SANZ 2007 - 2007
Quist Valuation 2002 - 2006
Rhythms NetConnections 1998 - 2000
Skills
Demand Generation, Solution Selling, Go-to-market Strategy, Product Marketing, Field Marketing, Channel, Marketing, Product Management, Marketing Strategy, Management, Networking, Security, Cisco Technologies, Enterprise Software, Sales, Strategic Partnerships
Education
University of Colorado Boulder - Leeds School of Business 1992 — 1994
MBA, Marketing
Wake Forest University 1986 — 1990
BA, History
Cisco Systems November 2014 - Present
Cisco Systems August 2013 - November 2014
Cisco Systems August 2012 - August 2013
Cisco Systems August 2009 - July 2012
Cisco Systems December 2007 - November 2009
SANZ 2007 - 2007
Quist Valuation 2002 - 2006
Rhythms NetConnections 1998 - 2000
Skills
Demand Generation, Solution Selling, Go-to-market Strategy, Product Marketing, Field Marketing, Channel, Marketing, Product Management, Marketing Strategy, Management, Networking, Security, Cisco Technologies, Enterprise Software, Sales, Strategic Partnerships
Education
University of Colorado Boulder - Leeds School of Business 1992 — 1994
MBA, Marketing
Wake Forest University 1986 — 1990
BA, History
Jennifer Jie Lin, CFA's Quist Valuation Experience 2008 - 2009
Job Director, Corporate Development and Strategy at Nexmo
Industry Internet
Experience
Nexmo October 2014 - Present
Amobee (SingTel) February 2013 - October 2014
The Hina Group January 2011 - February 2013
Arcstone Partners February 2010 - January 2011
Pharus Advisors 2009 - 2010
Quist Valuation 2008 - 2009
CalPERS 2008 - 2008
PricewaterhouseCoopers 2005 - 2006
Skills
Business Valuation, Valuation, Private Equity, Corporate Finance, Venture Capital, Due Diligence, Investments, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Start-ups, M&A experience, Business Strategy, Finance, Private Placements, Equity Research, Emerging Markets, Asset Management, Corporate Development, Entrepreneurship, Competitive Analysis, Mergers, Mergers & Acquisitions
Education
Series 79 and Series 63 licensed.
University of San Francisco 2007 — 2008
Master of Science (M.Sc.), Financial Analysis
CFA Institute 2009 — 2013
Chartered Financial Analyst, San Francisco
Nanjing University
Bachelor of Business Administration (B.B.A.), Business & Finance
Nexmo October 2014 - Present
Amobee (SingTel) February 2013 - October 2014
The Hina Group January 2011 - February 2013
Arcstone Partners February 2010 - January 2011
Pharus Advisors 2009 - 2010
Quist Valuation 2008 - 2009
CalPERS 2008 - 2008
PricewaterhouseCoopers 2005 - 2006
Skills
Business Valuation, Valuation, Private Equity, Corporate Finance, Venture Capital, Due Diligence, Investments, Financial Analysis, Financial Modeling, Equities, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Start-ups, M&A experience, Business Strategy, Finance, Private Placements, Equity Research, Emerging Markets, Asset Management, Corporate Development, Entrepreneurship, Competitive Analysis, Mergers, Mergers & Acquisitions
Education
Series 79 and Series 63 licensed.
University of San Francisco 2007 — 2008
Master of Science (M.Sc.), Financial Analysis
CFA Institute 2009 — 2013
Chartered Financial Analyst, San Francisco
Nanjing University
Bachelor of Business Administration (B.B.A.), Business & Finance
Theresa Ford's Quist Valuation Experience June 2005 - December 2006
Job Business Analyst at Resources Global Professionals/ Chevron Corporation
Industry Oil & Energy
Experience
Resources Global Professionals/ Chevron Corporation March 2014 - Present
Self-Employed November 2012 - February 2014
Carnrite Group, the consulting division of Epic Energy Resources August 2011 - May 2012
Black Dot Wireless & Velocitel August 2009 - August 2011
Zachry Engineering Corporation April 2008 - July 2009
CompuCom Systems June 2007 - April 2008
The Creative Group January 2007 - June 2007
Quist Valuation June 2005 - December 2006
Property Management June 1993 - May 2005
Skills
Project Management, Business Development, Marketing, Change Management, Research, Proposal Writing, Time Management, Advertising, Sales, Leadership, Management, Budgets, Training, Microsoft Office, Vendor Management, Project Planning, Software Documentation, Team Leadership, Human Resources, Integration, Process Improvement, Contract Management, Engineering, Public Speaking, Cross-functional Team..., Analysis, MS Project, Project Coordination, Procurement, Recruiting, Strategy, Start-ups, Contract Negotiation, Outlook, Microsoft Project, Program Management, Business Analysis, Energy, Telecommunications, Strategic Planning, Team Building
Education
Regis University 2011 — 2014
BS, Business Technology Management; Communications minor, 3.8
Arapahoe Community College
General Studies
Facilitation
Resources Global Professionals/ Chevron Corporation March 2014 - Present
Self-Employed November 2012 - February 2014
Carnrite Group, the consulting division of Epic Energy Resources August 2011 - May 2012
Black Dot Wireless & Velocitel August 2009 - August 2011
Zachry Engineering Corporation April 2008 - July 2009
CompuCom Systems June 2007 - April 2008
The Creative Group January 2007 - June 2007
Quist Valuation June 2005 - December 2006
Property Management June 1993 - May 2005
Skills
Project Management, Business Development, Marketing, Change Management, Research, Proposal Writing, Time Management, Advertising, Sales, Leadership, Management, Budgets, Training, Microsoft Office, Vendor Management, Project Planning, Software Documentation, Team Leadership, Human Resources, Integration, Process Improvement, Contract Management, Engineering, Public Speaking, Cross-functional Team..., Analysis, MS Project, Project Coordination, Procurement, Recruiting, Strategy, Start-ups, Contract Negotiation, Outlook, Microsoft Project, Program Management, Business Analysis, Energy, Telecommunications, Strategic Planning, Team Building
Education
Regis University 2011 — 2014
BS, Business Technology Management; Communications minor, 3.8
Arapahoe Community College
General Studies
Facilitation
David Welton's Quist Valuation Experience April 2009 - June 2011
Job Entrepreneurial Finance Professional
Industry Investment Banking
Experience
Muve Music April 2012 - August 2014
Quist Valuation April 2009 - June 2011
Peacock, Hislop, Staley & Given August 2006 - August 2008
US Airways July 2003 - August 2006
Private January 2002 - July 2003
Banc of America Securities 2000 - 2001
Virgin JamCast May 1999 - September 2000
AIESEC 1992 - 1993
Skills
Forecasting, Financial Analysis, Mergers, Valuation, Financial Modeling, Strategic Financial..., Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Budgets, Business Valuation, Finance, Cross-functional Team..., Investment Banking, Private Equity, Strategic Planning, Start-ups, Financial Reporting, Equity Research, Sarbanes-Oxley Act, Strategy, Accounting, Business Strategy, Business Planning, Financial Forecasting, Analysis, Risk Management, Acquisition Integration, SEC filings, Business Analysis, Capital Markets, Variance Analysis, Equities, Managerial Finance, Competitive Analysis, Business Process..., Restructuring, Corporate Development, Portfolio Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance
Northern Illinois University 1990 — 1993
BS, Finance
Muve Music April 2012 - August 2014
Quist Valuation April 2009 - June 2011
Peacock, Hislop, Staley & Given August 2006 - August 2008
US Airways July 2003 - August 2006
Private January 2002 - July 2003
Banc of America Securities 2000 - 2001
Virgin JamCast May 1999 - September 2000
AIESEC 1992 - 1993
Skills
Forecasting, Financial Analysis, Mergers, Valuation, Financial Modeling, Strategic Financial..., Corporate Finance, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Budgets, Business Valuation, Finance, Cross-functional Team..., Investment Banking, Private Equity, Strategic Planning, Start-ups, Financial Reporting, Equity Research, Sarbanes-Oxley Act, Strategy, Accounting, Business Strategy, Business Planning, Financial Forecasting, Analysis, Risk Management, Acquisition Integration, SEC filings, Business Analysis, Capital Markets, Variance Analysis, Equities, Managerial Finance, Competitive Analysis, Business Process..., Restructuring, Corporate Development, Portfolio Management
Education
Thunderbird School of Global Management 1997 — 1999
MBA, Finance
Northern Illinois University 1990 — 1993
BS, Finance
Carole Johns's Quist Valuation Experience February 2010 - April 2010
Job Registered Representative, retirement Income Specialist
Industry Investment Management
Experience
The Niwot Financial Group, LLC December 2011 - Present
H&R Block January 2015 - April 2015
The Chocksey Group, LLC January 2013 - December 2013
The Sunderland Group, Inc. June 2010 - December 2013
Freedom Financial Offices January 2012 - December 2012
Aveta Marketing August 2010 - February 2011
Quist Valuation February 2010 - April 2010
Center Management Group, LLC November 2009 - February 2010
EWB-USA May 2005 - March 2009
Longmont Downtown Development Authority 1998 - 2005
Skills
Retirement Planning, Strategic Financial..., FINRA Licensed Series 6, Series 6, Small Business, Leadership, Strategic Planning, Budgets, Management, Social Media, Non-profits, Microsoft Excel, Public Speaking, ProAdvisor, Nonprofits, Access, FINRA, Accounting, Marketing, Event Planning, Payroll, Certified QuickBooks®...
Education
Financial Planning Institute 2012 — 2012
8 Wealth Management Issues
.
University of Colorado Boulder
The Niwot Financial Group, LLC December 2011 - Present
H&R Block January 2015 - April 2015
The Chocksey Group, LLC January 2013 - December 2013
The Sunderland Group, Inc. June 2010 - December 2013
Freedom Financial Offices January 2012 - December 2012
Aveta Marketing August 2010 - February 2011
Quist Valuation February 2010 - April 2010
Center Management Group, LLC November 2009 - February 2010
EWB-USA May 2005 - March 2009
Longmont Downtown Development Authority 1998 - 2005
Skills
Retirement Planning, Strategic Financial..., FINRA Licensed Series 6, Series 6, Small Business, Leadership, Strategic Planning, Budgets, Management, Social Media, Non-profits, Microsoft Excel, Public Speaking, ProAdvisor, Nonprofits, Access, FINRA, Accounting, Marketing, Event Planning, Payroll, Certified QuickBooks®...
Education
Financial Planning Institute 2012 — 2012
8 Wealth Management Issues
.
University of Colorado Boulder
Brett Suchor's Quist Valuation Experience 1998 - November 2014
Job Managing Director at Ipreo
Industry Financial Services
Experience
Ipreo (formerly Shareholder InSite) November 2014 - Present
Shareholder InSite, LLC December 2011 - November 2014
Quist Valuation 1998 - November 2014
qval, Inc. January 2008 - December 2011
Columbia Financial Advisors, Inc. May 1994 - February 1998
Skills
Scenario Planning, Venture Capital, Mergers, Due Diligence, Private Equity, Valuation, Investments, Mergers & Acquisitions, Start-ups, Business Valuation, Portfolio Management, Corporate Finance, Investment Banking, Equities, Analysis, Finance, Financial Reporting, Financial Modeling
Education
University of Colorado Boulder 1993 — 1994
University of Wyoming 1988 — 1991
BS, Finance
Ipreo (formerly Shareholder InSite) November 2014 - Present
Shareholder InSite, LLC December 2011 - November 2014
Quist Valuation 1998 - November 2014
qval, Inc. January 2008 - December 2011
Columbia Financial Advisors, Inc. May 1994 - February 1998
Skills
Scenario Planning, Venture Capital, Mergers, Due Diligence, Private Equity, Valuation, Investments, Mergers & Acquisitions, Start-ups, Business Valuation, Portfolio Management, Corporate Finance, Investment Banking, Equities, Analysis, Finance, Financial Reporting, Financial Modeling
Education
University of Colorado Boulder 1993 — 1994
University of Wyoming 1988 — 1991
BS, Finance
Lauren Hall Barthen's Quist Valuation Experience March 2006 - March 2009
Job Partner at Kodo Kids
Industry Design
Experience
Kodo Kids March 2009 - Present
Quist Valuation March 2006 - March 2009
Waddell & Reed 2002 - 2005
Skills
Financial Modeling
Education
University of Rhode Island - College of Business Administration 2004 — 2005
MBA
Roger Williams University 1998 — 2002
BS, Finance
Kodo Kids March 2009 - Present
Quist Valuation March 2006 - March 2009
Waddell & Reed 2002 - 2005
Skills
Financial Modeling
Education
University of Rhode Island - College of Business Administration 2004 — 2005
MBA
Roger Williams University 1998 — 2002
BS, Finance
Shelly Masarie's Quist Valuation Experience June 1997 - February 2003
Job President
Industry Financial Services
Experience
Sage Business Valuation LLC Senior Fiancial AnalystQuist ValuationJune 1997 - February 2003
Quist Valuation June 1997 - February 2003
Quist Valuation June 1997 - February 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1983
B.S., Finance
Sage Business Valuation LLC Senior Fiancial AnalystQuist ValuationJune 1997 - February 2003
Quist Valuation June 1997 - February 2003
Quist Valuation June 1997 - February 2003
Education
University of Oregon - Charles H. Lundquist College of Business 1981 — 1983
B.S., Finance
Robert Quimjian's Quist Valuation Experience July 2012 - Present
Job Senior Financial Analyst at Quist Valuation
Industry Financial Services
Experience
Quist Valuation July 2012 - Present
Charles Schwab June 2011 - June 2012
Quist Valuation December 2010 - April 2011
Northwestern Mutual June 2009 - August 2009
Licking Memorial Hospital June 2006 - August 2007
Skills
Investments, Series 7, Financial Analysis, Finance, Securities, Appraisals, Business Valuation, Analysis
Education
Miami University 2006 — 2010
Bachelor, Finance
Quist Valuation July 2012 - Present
Charles Schwab June 2011 - June 2012
Quist Valuation December 2010 - April 2011
Northwestern Mutual June 2009 - August 2009
Licking Memorial Hospital June 2006 - August 2007
Skills
Investments, Series 7, Financial Analysis, Finance, Securities, Appraisals, Business Valuation, Analysis
Education
Miami University 2006 — 2010
Bachelor, Finance