Rockbridge Company
Industry: High school in Columbia, Missouri
DescriptionRock Bridge High School is a public high school located in southern Columbia, Missouri. The school serves grades 9 through 12 and is one of four High Schools in Columbia Public Schools. It is located next to the Columbia Career Center. The mascot is the Bruin Bear. Principal: Dr. Jennifer Rukstad Founded: 1973 Number of students: 1,956 (2017–2018) Color: Green and Gold District: Columbia Public Schools Feeder schools: Jefferson Middle School, Gentry Middle School
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Rockbridge Employees
Employee
Years
Job
Industry
Jillianne Hindy Jillianne Hindy's Rockbridge Experience June 2014 - October 2014
Job Operations Manager EMS at Intermedix
Industry Marketing and Advertising
Experience
Intermedix November 2014 - Present
Rockbridge June 2014 - October 2014
KB Synergy April 2011 - May 2014
ETB. Inc January 2010 - March 2011
Lee & Associates LA North/Ventura, Inc. February 2008 - February 2010
Skills
Operations Management, Management, Email Marketing, Office Management, Reporting & Analysis, Online Marketing, Marketing, Social Media Marketing, Advertising, Customer Acquisition, Inventory Management, Sales, Facebook, Online Advertising, Digital Marketing, CRM, Online Lead Generation, Integrated Marketing, Client Liaison, CRM Program Management, Point of Contact, Multi Tasking, Commercial Real Estate...
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Consumer Affairs with an emphasis in Marketing
Intermedix November 2014 - Present
Rockbridge June 2014 - October 2014
KB Synergy April 2011 - May 2014
ETB. Inc January 2010 - March 2011
Lee & Associates LA North/Ventura, Inc. February 2008 - February 2010
Skills
Operations Management, Management, Email Marketing, Office Management, Reporting & Analysis, Online Marketing, Marketing, Social Media Marketing, Advertising, Customer Acquisition, Inventory Management, Sales, Facebook, Online Advertising, Digital Marketing, CRM, Online Lead Generation, Integrated Marketing, Client Liaison, CRM Program Management, Point of Contact, Multi Tasking, Commercial Real Estate...
Education
California State University-Northridge 2007 — 2012
Bachelor of Science (B.S.), Consumer Affairs with an emphasis in Marketing
Bruce Lowrey Bruce Lowrey's Rockbridge Experience August 2010 - April 2013
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. April 2013 - Present
RockBridge August 2010 - April 2013
db capital ventures March 2009 - August 2010
Capmark March 1995 - March 2009
GMAC Commercial Mortgage 1996 - 2006
Skills
Investments, Asset Allocation, 401k Rollovers, Business Owner Planning, Retirement Planning, Risk Management
Education
Denison University 1978 — 1982
BA, Economics
Wells Fargo Advisors, LLC. April 2013 - Present
RockBridge August 2010 - April 2013
db capital ventures March 2009 - August 2010
Capmark March 1995 - March 2009
GMAC Commercial Mortgage 1996 - 2006
Skills
Investments, Asset Allocation, 401k Rollovers, Business Owner Planning, Retirement Planning, Risk Management
Education
Denison University 1978 — 1982
BA, Economics
Kristin Randall's Rockbridge Experience July 2012 - Present
Job Asset Management at Rockbridge Capital, LLC
Industry Investment Management
Experience
Rockbridge July 2012 - Present
Wolverine Assemblies, LLC May 2011 - August 2011
Oakland Hills Country Club May 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Valuation, Financial Modeling, Budgets, Investments, Financial Forecasting, Food & Beverage, Financial Accounting, Hospitality Management, Hospitality Accounting, Event Planning, Finance, Hospitality, Accounting, Restaurants, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Time Management, Microsoft Word
Education
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Hospitality Business and Accounting, 3.96 GPA
Northville High School 2004 — 2008
4.0 GPA
Rockbridge July 2012 - Present
Wolverine Assemblies, LLC May 2011 - August 2011
Oakland Hills Country Club May 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Valuation, Financial Modeling, Budgets, Investments, Financial Forecasting, Food & Beverage, Financial Accounting, Hospitality Management, Hospitality Accounting, Event Planning, Finance, Hospitality, Accounting, Restaurants, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Time Management, Microsoft Word
Education
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Hospitality Business and Accounting, 3.96 GPA
Northville High School 2004 — 2008
4.0 GPA
Steve Pigott Steve Pigott's Rockbridge Experience March 2014 - Present
Job Senior Counsel Rockbridge Capital, LLC
Industry Law Practice
Experience
Rockbridge March 2014 - Present
Rockbridge August 2011 - March 2014
Goldman & Braunstein LLP June 2009 - May 2010
Skills
Westlaw, Legal Writing, Legal Research, Corporate Law
Education
The Ohio State University Moritz College of Law 2008 — 2011
Juris Doctorate, Law
Rockbridge March 2014 - Present
Rockbridge August 2011 - March 2014
Goldman & Braunstein LLP June 2009 - May 2010
Skills
Westlaw, Legal Writing, Legal Research, Corporate Law
Education
The Ohio State University Moritz College of Law 2008 — 2011
Juris Doctorate, Law
William Woodworth William Woodworth's Rockbridge Experience May 2015 - August 2015
Job MBA Candidate at Johnson Graduate School of Management
Industry Higher Education
Experience
Johnson Graduate School of Management at Cornell University July 2014 - Present
Rockbridge May 2015 - August 2015
Wells Fargo September 2012 - June 2014
Wells Fargo October 2010 - September 2012
PKF Consulting/Hospitality Research May 2009 - September 2010
Atlanta Athletic Club May 2008 - July 2009
Skills
Forecasting, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Real Estate Financing, Hotel Asset Management, Hotel Underwriting, Real Estate Due..., Real Estate Transactions, Commercial Real Estate, Hotels, Microsoft Excel, Real Estate, Leadership, Due Diligence, Portfolio Management, Management, Data Analysis, Finance, Investments
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2010
B.S., Finance
Johnson Graduate School of Management at Cornell University July 2014 - Present
Rockbridge May 2015 - August 2015
Wells Fargo September 2012 - June 2014
Wells Fargo October 2010 - September 2012
PKF Consulting/Hospitality Research May 2009 - September 2010
Atlanta Athletic Club May 2008 - July 2009
Skills
Forecasting, Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Real Estate Financing, Hotel Asset Management, Hotel Underwriting, Real Estate Due..., Real Estate Transactions, Commercial Real Estate, Hotels, Microsoft Excel, Real Estate, Leadership, Due Diligence, Portfolio Management, Management, Data Analysis, Finance, Investments
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Real Estate
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2010
B.S., Finance
Joe Perruzzi's Rockbridge Experience May 2015 - August 2015
Job Juris Doctor
Industry Law Practice
Experience
The Wendy's Company September 2015 - Present
Rockbridge May 2015 - August 2015
United States Sixth Circuit Court of Appeals August 2014 - December 2014
Allen Kuehnle Stovall & Neuman LLP May 2014 - August 2014
Ohio Senator and Assistant Minority Leader Joe Schiavoni May 2013 - July 2013
Skills
Research, Litigation, Westlaw, Public Speaking, Teamwork, Legal Writing, Customer Service, Microsoft Excel, Fitness, Bloomberg, Microsoft Office, Social Media, Astrophysics, Softball, Lexis, Social Listening, LexisNexis, PowerPoint, Microsoft Word, Time Management, Manual Labor, Video Games, Personal Grooming, Movie Posters, Diet Planning, Youth Leadership, Oral Arguments, Moot Court
Education
The Ohio State University Moritz College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Kent State University College of Business Administration 2009 — 2012
Bachelor of Business Administration, Finance
Poland Seminary High School 2005 — 2009
High School Diploma, Honors
The Wendy's Company September 2015 - Present
Rockbridge May 2015 - August 2015
United States Sixth Circuit Court of Appeals August 2014 - December 2014
Allen Kuehnle Stovall & Neuman LLP May 2014 - August 2014
Ohio Senator and Assistant Minority Leader Joe Schiavoni May 2013 - July 2013
Skills
Research, Litigation, Westlaw, Public Speaking, Teamwork, Legal Writing, Customer Service, Microsoft Excel, Fitness, Bloomberg, Microsoft Office, Social Media, Astrophysics, Softball, Lexis, Social Listening, LexisNexis, PowerPoint, Microsoft Word, Time Management, Manual Labor, Video Games, Personal Grooming, Movie Posters, Diet Planning, Youth Leadership, Oral Arguments, Moot Court
Education
The Ohio State University Moritz College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Kent State University College of Business Administration 2009 — 2012
Bachelor of Business Administration, Finance
Poland Seminary High School 2005 — 2009
High School Diploma, Honors
Thomas Krutka's Rockbridge Experience August 2014 - April 2015
Job Intern at Copper Run Capital LLC
Industry Investment Management
Experience
Integra Realty Resources September 2015 - Present
Copper Run Capital LLC September 2015 - Present
Mosaic Nutrition July 2015 - Present
Brandicorp May 2015 - Present
Rockbridge August 2014 - April 2015
Axcess Financial May 2014 - September 2014
Momentive September 2013 - May 2014
Life Time Fitness September 2013 - May 2014
The Ohio State University November 2011 - May 2014
The Vitamin Shoppe September 2012 - March 2014
Skills
Leadership, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Project Planning, Social Media, Microsoft Word, Sales, Marketing, SAP, Real Estate Financing, Management, Public Speaking, Finance, Real Estate Development, Commercial Real Estate
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics, Real Estate, Entrepreneurship
Anderson High School 2007 — 2011
Integra Realty Resources September 2015 - Present
Copper Run Capital LLC September 2015 - Present
Mosaic Nutrition July 2015 - Present
Brandicorp May 2015 - Present
Rockbridge August 2014 - April 2015
Axcess Financial May 2014 - September 2014
Momentive September 2013 - May 2014
Life Time Fitness September 2013 - May 2014
The Ohio State University November 2011 - May 2014
The Vitamin Shoppe September 2012 - March 2014
Skills
Leadership, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Project Planning, Social Media, Microsoft Word, Sales, Marketing, SAP, Real Estate Financing, Management, Public Speaking, Finance, Real Estate Development, Commercial Real Estate
Education
The Ohio State University - The Max M. Fisher College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics, Real Estate, Entrepreneurship
Anderson High School 2007 — 2011
Nick Milo's Rockbridge Experience June 2015 - August 2015
Job Strategic Initiatives Intern at Rockbridge Capital
Industry Hospitality
Experience
Rockbridge June 2015 - August 2015
Columbus Marriott Northwest May 2014 - July 2014
Giant Eagle November 2012 - July 2013
Upper Arlington Youth Football August 2011 - November 2012
Skills
Microsoft Office, Leadership, Customer Satisfaction, Time Management, Data Analytics, Public Speaking, Management, Sales, Data Analysis, Hotels, Teamwork, Communication Skills, Strategy
Education
Cornell University 2013 — 2017
Hospitality Administration / Real Estate
Upper Arlington High School 2009 — 2013
High School Diploma
Rockbridge June 2015 - August 2015
Columbus Marriott Northwest May 2014 - July 2014
Giant Eagle November 2012 - July 2013
Upper Arlington Youth Football August 2011 - November 2012
Skills
Microsoft Office, Leadership, Customer Satisfaction, Time Management, Data Analytics, Public Speaking, Management, Sales, Data Analysis, Hotels, Teamwork, Communication Skills, Strategy
Education
Cornell University 2013 — 2017
Hospitality Administration / Real Estate
Upper Arlington High School 2009 — 2013
High School Diploma
Matt Brendle's Rockbridge Experience May 2014 - Present
Job Associate at Rockbridge
Industry Venture Capital & Private Equity
Experience
Rockbridge May 2014 - Present
Ezwim June 2013 - August 2013
Marriott International May 2010 - August 2012
Marriott International May 2008 - May 2010
Marriott International April 2007 - May 2008
Skills
Real Estate Private..., Private Equity, Budgets, Finance, Leadership, Management, Internal Controls, Auditing, Financial Analysis, Internal Audit, Managerial Finance, Accounting, Forecasting, Team Leadership, Financial Modeling, Corporate Finance, Business Analysis, Analysis, Business Process, Cash Flow, Financial Audits, Accounts Payable, Capex, Financial Reporting, Hotels, Corporate Social..., SWOT analysis, Mentoring
Education
IESE Business School - University of Navarra 2012 — 2014
Masters, Business Administration
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science, Finance
Rockbridge May 2014 - Present
Ezwim June 2013 - August 2013
Marriott International May 2010 - August 2012
Marriott International May 2008 - May 2010
Marriott International April 2007 - May 2008
Skills
Real Estate Private..., Private Equity, Budgets, Finance, Leadership, Management, Internal Controls, Auditing, Financial Analysis, Internal Audit, Managerial Finance, Accounting, Forecasting, Team Leadership, Financial Modeling, Corporate Finance, Business Analysis, Analysis, Business Process, Cash Flow, Financial Audits, Accounts Payable, Capex, Financial Reporting, Hotels, Corporate Social..., SWOT analysis, Mentoring
Education
IESE Business School - University of Navarra 2012 — 2014
Masters, Business Administration
University of South Carolina - Darla Moore School of Business 2001 — 2005
Bachelor of Science, Finance
Gavin Freytag Gavin Freytag's Rockbridge Experience March 2003 - Present
Job Senior Vice President
Industry Hospitality
Experience
Rockbridge March 2003 - Present
Profitworks, Ltd. June 1996 - February 2003
Fiduciary Trust Company March 1990 - June 1994
Skills
Financial Analysis, Due Diligence, Strategic Planning, Asset Management, Entrepreneurship, Management, Investments, Mergers, Strategy
Education
The University of Chicago Booth School of Business 1994 — 1996
Trinity College-Hartford 1985 — 1989
BA
Columbus Academy 1979 — 1985
Rockbridge March 2003 - Present
Profitworks, Ltd. June 1996 - February 2003
Fiduciary Trust Company March 1990 - June 1994
Skills
Financial Analysis, Due Diligence, Strategic Planning, Asset Management, Entrepreneurship, Management, Investments, Mergers, Strategy
Education
The University of Chicago Booth School of Business 1994 — 1996
Trinity College-Hartford 1985 — 1989
BA
Columbus Academy 1979 — 1985
Candice Hayes-McInnis's Rockbridge Experience January 2015 - Present
Job Finance Intern at Rockbridge
Industry Accounting
Experience
Rockbridge January 2015 - Present
Max M. Fisher College of Business, The Ohio State University August 2012 - May 2014
Deloitte June 2012 - August 2013
U.S. Bank June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Teamwork, Public Speaking, Data Analysis, Financial Analysis, Access
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master of Accountancy (MAcc), Accounting
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelors in Science and Business Administration BSBA, Accounting
Sycamore High School 2005 — 2010
Rockbridge January 2015 - Present
Max M. Fisher College of Business, The Ohio State University August 2012 - May 2014
Deloitte June 2012 - August 2013
U.S. Bank June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Teamwork, Public Speaking, Data Analysis, Financial Analysis, Access
Education
The Ohio State University Fisher College of Business 2014 — 2015
Master of Accountancy (MAcc), Accounting
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelors in Science and Business Administration BSBA, Accounting
Sycamore High School 2005 — 2010
Daniel Kirkland Daniel Kirkland's Rockbridge Experience June 2010 - Present
Job Senior Accountant at Rockbridge Capital
Industry Accounting
Experience
Rockbridge June 2010 - Present
The Red Capital Group 2006 - 2010
The Red Capital Group 1999 - 2006
Limited Too 1998 - 1999
Limited Too 1997 - 1998
Hausser and Taylor 1997 - 1997
State Auto Insurance 1996 - 1997
State Auto Insurance 1995 - 1995
Skills
Financial Analysis
Education
The Ohio State University Fisher College of Business 1992 — 1997
Bachelor of Science in Business Administration, Accounting
Mansfield Senior High School 1989 — 1992
HS Certificate, College Preparatory
Rockbridge June 2010 - Present
The Red Capital Group 2006 - 2010
The Red Capital Group 1999 - 2006
Limited Too 1998 - 1999
Limited Too 1997 - 1998
Hausser and Taylor 1997 - 1997
State Auto Insurance 1996 - 1997
State Auto Insurance 1995 - 1995
Skills
Financial Analysis
Education
The Ohio State University Fisher College of Business 1992 — 1997
Bachelor of Science in Business Administration, Accounting
Mansfield Senior High School 1989 — 1992
HS Certificate, College Preparatory
Kate Clay Kate Clay's Rockbridge Experience March 2015 - Present
Job VP and Corporate Counsel at Rockbridge
Industry Hospitality
Experience
Rockbridge March 2015 - Present
Tim Hortons October 2011 - January 2015
Porter Wright Morris & Arthur LLP May 2005 - October 2011
Miller Nash LLP September 2002 - May 2005
German Academic Exchange Service (DAAD) October 2003 - July 2004
Skills
Commercial Real Estate, Real Estate, Corporate Law, Contract Negotiation, Leases, Real Estate Development, Legal Writing, Due Diligence, Management, Corporate Governance, Legal Research, Negotiation, Legal Advice
Education
The Ohio State University 1999 — 2002
Doctor of Law (J.D.)
The Ohio State University 1995 — 1999
Bachelor of Arts (B.A.), German Language and Literature
Rockbridge March 2015 - Present
Tim Hortons October 2011 - January 2015
Porter Wright Morris & Arthur LLP May 2005 - October 2011
Miller Nash LLP September 2002 - May 2005
German Academic Exchange Service (DAAD) October 2003 - July 2004
Skills
Commercial Real Estate, Real Estate, Corporate Law, Contract Negotiation, Leases, Real Estate Development, Legal Writing, Due Diligence, Management, Corporate Governance, Legal Research, Negotiation, Legal Advice
Education
The Ohio State University 1999 — 2002
Doctor of Law (J.D.)
The Ohio State University 1995 — 1999
Bachelor of Arts (B.A.), German Language and Literature
Eric Eschliman's Rockbridge Experience May 2014 - August 2014
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company June 2015 - Present
Rockbridge May 2014 - August 2014
Tween Brands May 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Social Media, Customer Service, Public Speaking, Social Networking, Data Analysis, Facebook, Time Management, Event Planning, Budgets, Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BSc), Finance, Managment and Leadership
The Columbus Academy 2007 — 2011
Brown Gibbons Lang & Company June 2015 - Present
Rockbridge May 2014 - August 2014
Tween Brands May 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Social Media, Customer Service, Public Speaking, Social Networking, Data Analysis, Facebook, Time Management, Event Planning, Budgets, Analysis
Education
Miami University 2011 — 2015
Bachelor of Science (BSc), Finance, Managment and Leadership
The Columbus Academy 2007 — 2011
Shelly Dosch Fox, PMP Shelly Dosch Fox, PMP's Rockbridge Experience June 2013 - Present
Job Director of Program Management at Rockbridge
Industry Insurance
Experience
Rockbridge June 2013 - Present
Nationwide Insurance April 2012 - June 2013
Skills
PMO, Program Management, Risk Mitigation, Project Planning &..., Budgeting, Forecasting, Metrics, Process Management, Portfolio Management, PMP, Business Process..., Business Transformation, Cross-Functional Team..., MS Project, Change Management, Management, Risk Management, SDLC, Requirements Analysis, Project Planning, Project Management, Management Consulting, Strategic Planning, Budgets, Cross-functional Team...
Education
The George Washington University 2004 — 2007
Associate's Certificate, Project Management
Muskingum College 1988 — 1992
BA, Mathematics & Theatre
Rockbridge June 2013 - Present
Nationwide Insurance April 2012 - June 2013
Skills
PMO, Program Management, Risk Mitigation, Project Planning &..., Budgeting, Forecasting, Metrics, Process Management, Portfolio Management, PMP, Business Process..., Business Transformation, Cross-Functional Team..., MS Project, Change Management, Management, Risk Management, SDLC, Requirements Analysis, Project Planning, Project Management, Management Consulting, Strategic Planning, Budgets, Cross-functional Team...
Education
The George Washington University 2004 — 2007
Associate's Certificate, Project Management
Muskingum College 1988 — 1992
BA, Mathematics & Theatre
Michelle Mowery Michelle Mowery's Rockbridge Experience January 2015 - Present
Job Director of Finance at Rockbridge
Industry Real Estate
Experience
Rockbridge January 2015 - Present
Hackman Capital November 2012 - December 2014
Wendy's April 2012 - October 2012
The Pizzuti Companies April 2001 - April 2012
Big Lots August 1999 - September 2000
Glimcher Realty Trust October 1994 - August 1999
Dominion Homes June 1989 - September 1993
Skills
Budgeting, Real Estate, Financial Reporting, Forecasting, Administration, Due Diligence, Microsoft Office, Accounting, Excel, Process Improvement, Analysis, Employee Relations, Internal Controls, Budgets, Microsoft Excel, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, Variance Analysis
Education
Franklin University 1991 — 1993
Bachelors, Accounting
Mt. Vernon High School 1979 — 1983
High School diploma, focused on business courses
Rockbridge January 2015 - Present
Hackman Capital November 2012 - December 2014
Wendy's April 2012 - October 2012
The Pizzuti Companies April 2001 - April 2012
Big Lots August 1999 - September 2000
Glimcher Realty Trust October 1994 - August 1999
Dominion Homes June 1989 - September 1993
Skills
Budgeting, Real Estate, Financial Reporting, Forecasting, Administration, Due Diligence, Microsoft Office, Accounting, Excel, Process Improvement, Analysis, Employee Relations, Internal Controls, Budgets, Microsoft Excel, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, Variance Analysis
Education
Franklin University 1991 — 1993
Bachelors, Accounting
Mt. Vernon High School 1979 — 1983
High School diploma, focused on business courses
Peter McCaffrey Peter McCaffrey's Rockbridge Experience May 2015 - Present
Job Development Intern at Rockbridge
Industry Real Estate
Experience
Rockbridge May 2015 - Present
Exel May 2012 - July 2014
Exel June 2011 - May 2012
Wake Forest University June 2010 - May 2011
Village Outdoor Shop April 2010 - March 2011
Wake Forest University May 2008 - June 2010
Skills
Project Planning, Supply Chain, Project Management, Spanish, Logistics, Microsoft Office, Leadership, MS Project, Data Analysis, Portuguese: Elementary..., Strategy, Microsoft Excel, Process Improvement, Supply Chain Management, Underwriting, Real Estate Development, Real Estate Financing, Sales
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate and Entrepreneurship
Wake Forest University 2007 — 2011
Bachelor of Arts, Politics & International Affairs/Latin American Studies
St. Charles Preparatory 2003 — 2007
High School
Rockbridge May 2015 - Present
Exel May 2012 - July 2014
Exel June 2011 - May 2012
Wake Forest University June 2010 - May 2011
Village Outdoor Shop April 2010 - March 2011
Wake Forest University May 2008 - June 2010
Skills
Project Planning, Supply Chain, Project Management, Spanish, Logistics, Microsoft Office, Leadership, MS Project, Data Analysis, Portuguese: Elementary..., Strategy, Microsoft Excel, Process Improvement, Supply Chain Management, Underwriting, Real Estate Development, Real Estate Financing, Sales
Education
The Ohio State University Fisher College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Real Estate and Entrepreneurship
Wake Forest University 2007 — 2011
Bachelor of Arts, Politics & International Affairs/Latin American Studies
St. Charles Preparatory 2003 — 2007
High School
Libby Cullins, CPA Libby Cullins, CPA's Rockbridge Experience October 2014 - June 2015
Job Vice President, Controller at JP Morgan Chase & Co
Industry Accounting
Experience
JPMorgan Chase & Co. July 2015 - Present
Rockbridge October 2014 - June 2015
NiSource February 2012 - October 2014
Auditor of State - Ohio June 2007 - February 2012
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Finance, Leadership, Financial Audits, Financial Statements, Journal Entries, Financial Reporting, Internal Controls, Financial Analysis, Fraud, Financial Accounting, General Ledger, Internal Audit, Process Improvement, Microsoft Excel, External Audit, Accounts Receivable, Strategic Financial..., Analysis, Budgets, Variance Analysis, Management, Payroll, Financial Forecasting, GAAP, Corporate Finance, US GAAP, Consolidation, Financial Planning
Education
Mount Vernon Nazarene University
Master of Business Administration (M.B.A.), Concentration in Organizational Management, 4.0/4.0 GPA
Muskingum University
Bachelor’s Degree, Quadruple Major: Public Accounting, Business, Economics, International Business Minor: Spanish, Graduated Magna Cum Laude
JPMorgan Chase & Co. July 2015 - Present
Rockbridge October 2014 - June 2015
NiSource February 2012 - October 2014
Auditor of State - Ohio June 2007 - February 2012
Skills
Auditing, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Finance, Leadership, Financial Audits, Financial Statements, Journal Entries, Financial Reporting, Internal Controls, Financial Analysis, Fraud, Financial Accounting, General Ledger, Internal Audit, Process Improvement, Microsoft Excel, External Audit, Accounts Receivable, Strategic Financial..., Analysis, Budgets, Variance Analysis, Management, Payroll, Financial Forecasting, GAAP, Corporate Finance, US GAAP, Consolidation, Financial Planning
Education
Mount Vernon Nazarene University
Master of Business Administration (M.B.A.), Concentration in Organizational Management, 4.0/4.0 GPA
Muskingum University
Bachelor’s Degree, Quadruple Major: Public Accounting, Business, Economics, International Business Minor: Spanish, Graduated Magna Cum Laude
Jonathan Allan Jonathan Allan's Rockbridge Experience November 2014 - May 2015
Job J.D. Candidate at The OSU Moritz College of Law
Industry Legal Services
Experience
The Ohio State University Moritz College of Law August 2012 - Present
Rockbridge November 2014 - May 2015
Kirkland & Ellis LLP May 2014 - August 2014
Kegler Brown Hill & Ritter May 2013 - August 2013
DePuy Orthopaedics January 2011 - December 2011
Zimmer May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, People Skills, Leadership, Nonprofits, Review Articles, Marketing, Social Networking
Education
The Ohio State University Moritz College of Law 2012 — 2015
Grace College and Seminary 2008 — 2012
Bachelor of Arts (B.A.), Marketing
The Ohio State University Moritz College of Law August 2012 - Present
Rockbridge November 2014 - May 2015
Kirkland & Ellis LLP May 2014 - August 2014
Kegler Brown Hill & Ritter May 2013 - August 2013
DePuy Orthopaedics January 2011 - December 2011
Zimmer May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, People Skills, Leadership, Nonprofits, Review Articles, Marketing, Social Networking
Education
The Ohio State University Moritz College of Law 2012 — 2015
Grace College and Seminary 2008 — 2012
Bachelor of Arts (B.A.), Marketing
Jim Schrim Jim Schrim's Rockbridge Experience April 2014 - Present
Job Senior Vice President Real Estate Development at Rockbridge
Industry Commercial Real Estate
Experience
Rockbridge April 2014 - Present
Wolfram Ltd & Black Bear Supply Group Ltd June 2013 - Present
Wolfram, Ltd. March 2013 - Present
Wills Creek Capital Management November 2012 - Present
Klingbeil Medical Partners, LLC September 2002 - October 2012
Wagenbrenner Investment Co January 1997 - June 2002
Beers Construction Company/Beers Skanska January 1994 - November 1996
Beers/Skanska USA 1993 - 1996
DemoPro January 1991 - December 1992
Skills
Real Estate, Start-ups, Property Management, Disposition, Construction, Investment Properties, Strategy, Commercial Real Estate, Mergers, Residential Homes, Real Estate Development, Location Intelligence, Due Diligence, Real Estate Economics, Contract Negotiation, Investments, Mergers & Acquisitions, Acquisitions, Leases, Leadership, Operational Due..., Construction Management, Real Estate Transactions, Technical Leadership
Education
Georgia Institute of Technology 1992 — 1994
MSCE, Civil & Environmental Engineering
Upper Arlington High School 1982 — 1986
Upper Arlington High School
Rockbridge April 2014 - Present
Wolfram Ltd & Black Bear Supply Group Ltd June 2013 - Present
Wolfram, Ltd. March 2013 - Present
Wills Creek Capital Management November 2012 - Present
Klingbeil Medical Partners, LLC September 2002 - October 2012
Wagenbrenner Investment Co January 1997 - June 2002
Beers Construction Company/Beers Skanska January 1994 - November 1996
Beers/Skanska USA 1993 - 1996
DemoPro January 1991 - December 1992
Skills
Real Estate, Start-ups, Property Management, Disposition, Construction, Investment Properties, Strategy, Commercial Real Estate, Mergers, Residential Homes, Real Estate Development, Location Intelligence, Due Diligence, Real Estate Economics, Contract Negotiation, Investments, Mergers & Acquisitions, Acquisitions, Leases, Leadership, Operational Due..., Construction Management, Real Estate Transactions, Technical Leadership
Education
Georgia Institute of Technology 1992 — 1994
MSCE, Civil & Environmental Engineering
Upper Arlington High School 1982 — 1986
Upper Arlington High School
Abby Erler-Roberts's Rockbridge Experience December 2011 - September 2013
Job Executive Assistant to VP of IT at Ascena Retail Group, Inc.
Industry Marketing and Advertising
Experience
Ascena Retail Group, Inc. February 2014 - Present
ASA Logistics, LLC. September 2013 - February 2014
Rockbridge December 2011 - September 2013
Class Enterprises, LLC March 2010 - December 2011
RKM Business Services September 2007 - March 2010
Skills
Advertising, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, Media Planning, Email Marketing, Marketing, Social Media, Direct Mail, Creative Direction, Copywriting, E-commerce, Data Entry, Time Management, Event Planning
Education
Franklin University 2002 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin University 2001 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ascena Retail Group, Inc. February 2014 - Present
ASA Logistics, LLC. September 2013 - February 2014
Rockbridge December 2011 - September 2013
Class Enterprises, LLC March 2010 - December 2011
RKM Business Services September 2007 - March 2010
Skills
Advertising, Marketing Communications, Digital Marketing, Social Media Marketing, Direct Marketing, Integrated Marketing, Online Advertising, Marketing Strategy, Media Planning, Email Marketing, Marketing, Social Media, Direct Mail, Creative Direction, Copywriting, E-commerce, Data Entry, Time Management, Event Planning
Education
Franklin University 2002 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin University 2001 — 2003
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Lara Forsman's Rockbridge Experience April 2013 - Present
Job CFO & COO at Rockbridge
Industry Insurance
Experience
Rockbridge April 2013 - Present
Nationwide Insurance October 2006 - April 2013
Genworth Financial 2003 - 2006
The Hanover Insurance Group 1995 - 2003
Skills
Insurance, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., General Insurance, Financial Risk, Accounting, Internal Controls, SEC filings, Business Process..., GAAP, Business Analysis, Mergers & Acquisitions, Sarbanes-Oxley, Essbase, Corporate Finance, Business Transformation, Real Estate Financing, Sarbanes-Oxley Act, Property & Casualty..., Enterprise Risk..., Finance, Internal Audit, US GAAP, Auditing, Financial Accounting, Financial Planning
Education
University of Rhode Island 1986 — 1990
Bachelor's degree, Accounting and Finance
Rockbridge April 2013 - Present
Nationwide Insurance October 2006 - April 2013
Genworth Financial 2003 - 2006
The Hanover Insurance Group 1995 - 2003
Skills
Insurance, Process Improvement, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., General Insurance, Financial Risk, Accounting, Internal Controls, SEC filings, Business Process..., GAAP, Business Analysis, Mergers & Acquisitions, Sarbanes-Oxley, Essbase, Corporate Finance, Business Transformation, Real Estate Financing, Sarbanes-Oxley Act, Property & Casualty..., Enterprise Risk..., Finance, Internal Audit, US GAAP, Auditing, Financial Accounting, Financial Planning
Education
University of Rhode Island 1986 — 1990
Bachelor's degree, Accounting and Finance
Nancy Mastalerz's Rockbridge Experience January 2014 - Present
Job IT Data Architect at Rockbridge Capital
Industry Information Technology and Services
Experience
Rockbridge January 2014 - Present
Philips January 2013 - January 2014
Toluna October 2010 - January 2013
Cloud9 Analytics May 2009 - January 2010
Mastalerz Software Services April 1999 - April 2009
Skills
Databases, SQL, Analysis Services, Data Warehousing, Agile Methodologies, SSIS, Management, Microsoft SQL Server, Business Intelligence, Dashboard, ETL, OLAP
Education
University of Michigan 1977 — 1981
Bachelor of Science (B.S.), Computer Science
Rockbridge January 2014 - Present
Philips January 2013 - January 2014
Toluna October 2010 - January 2013
Cloud9 Analytics May 2009 - January 2010
Mastalerz Software Services April 1999 - April 2009
Skills
Databases, SQL, Analysis Services, Data Warehousing, Agile Methodologies, SSIS, Management, Microsoft SQL Server, Business Intelligence, Dashboard, ETL, OLAP
Education
University of Michigan 1977 — 1981
Bachelor of Science (B.S.), Computer Science
Todd Schirtzinger's Rockbridge Experience March 2014 - September 2015
Job VP of Sales and Marketing at Century Hospitality
Industry Hospitality
Experience
Century Hospitality October 2015 - Present
Rockbridge March 2014 - September 2015
Concord Hospitality Enterprises January 2002 - April 2014
Allied Telecom 1996 - February 2002
Residence Inn January 1985 - March 1995
Skills
Hospitality, Hotels, Revenue Analysis, Hotel Management, Hospitality Industry, Budgets, Hospitality Management, Yield Management, Team Building, Resorts, Front Office, Sales Management, Contract Negotiation, Leadership, Catering, Tourism, Strategic Planning, Event Management, Customer Service, Food & Beverage, New Business Development, Microsoft Office, Income Statement, Pre-opening, Revenue Forecasting, Negotiation, Marketing Strategy, Forecasting, Training, Restaurants, Property Management..., Hiring, Customer Satisfaction, Trade Shows, P&L Management, Micros, Sales, Sales Process
Education
Columbus State Community College 1984 — 1986
Electrical Engineering
Florida State College at Jacksonville 1982 — 1984
Electrical Engineering
Century Hospitality October 2015 - Present
Rockbridge March 2014 - September 2015
Concord Hospitality Enterprises January 2002 - April 2014
Allied Telecom 1996 - February 2002
Residence Inn January 1985 - March 1995
Skills
Hospitality, Hotels, Revenue Analysis, Hotel Management, Hospitality Industry, Budgets, Hospitality Management, Yield Management, Team Building, Resorts, Front Office, Sales Management, Contract Negotiation, Leadership, Catering, Tourism, Strategic Planning, Event Management, Customer Service, Food & Beverage, New Business Development, Microsoft Office, Income Statement, Pre-opening, Revenue Forecasting, Negotiation, Marketing Strategy, Forecasting, Training, Restaurants, Property Management..., Hiring, Customer Satisfaction, Trade Shows, P&L Management, Micros, Sales, Sales Process
Education
Columbus State Community College 1984 — 1986
Electrical Engineering
Florida State College at Jacksonville 1982 — 1984
Electrical Engineering
Ryan Trainor, CPA's Rockbridge Experience January 2015 - Present
Job Corporate Accountant at Rockbridge
Industry Accounting
Experience
Rockbridge January 2015 - Present
NiSource April 2012 - December 2014
Lexur Appraisal Services August 2009 - April 2012
Luxottica Retail December 2008 - January 2009
Ohio University June 2007 - November 2008
Skills
Accounting, Real Estate, Auditing, Analysis, Internal Audit, Accounts Receivable, Financial Analysis, Customer Service, Financial Reporting, Microsoft Office, Microsoft Excel, Tax, Bookkeeping, Tax Preparation, Consulting
Education
Ohio University 2004 — 2008
Bachelor's, Accounting
Ohio University
Bachelor's degree, Accounting
Rockbridge January 2015 - Present
NiSource April 2012 - December 2014
Lexur Appraisal Services August 2009 - April 2012
Luxottica Retail December 2008 - January 2009
Ohio University June 2007 - November 2008
Skills
Accounting, Real Estate, Auditing, Analysis, Internal Audit, Accounts Receivable, Financial Analysis, Customer Service, Financial Reporting, Microsoft Office, Microsoft Excel, Tax, Bookkeeping, Tax Preparation, Consulting
Education
Ohio University 2004 — 2008
Bachelor's, Accounting
Ohio University
Bachelor's degree, Accounting
Jonathan Benowitz's Rockbridge Experience April 2009 - August 2012
Job Chief Investment Officer at Platinum Companies
Industry Hospitality
Experience
Platinum Companies July 2015 - Present
Curmudgeon Partners, LLC dba The Butcher Shop Fitness November 2012 - June 2015
Rockbridge April 2009 - August 2012
Hilton Worldwide May 1996 - February 2009
Host Hotels & Resorts October 1993 - May 1996
Marriott Corporation 1989 - 1993
Skills
Financial Analysis, Asset Managment, Due Diligence, Equity Trading, Valuation, Real Estate Economics
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
Manhattanville College 1981 — 1984
BA, Economics
Platinum Companies July 2015 - Present
Curmudgeon Partners, LLC dba The Butcher Shop Fitness November 2012 - June 2015
Rockbridge April 2009 - August 2012
Hilton Worldwide May 1996 - February 2009
Host Hotels & Resorts October 1993 - May 1996
Marriott Corporation 1989 - 1993
Skills
Financial Analysis, Asset Managment, Due Diligence, Equity Trading, Valuation, Real Estate Economics
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA, Finance
Manhattanville College 1981 — 1984
BA, Economics
Christopher Rupp's Rockbridge Experience February 2015 - Present
Job Vice President Construction Management at Rockbridge
Industry Construction
Experience
Rockbridge February 2015 - Present
Davidson Hotels & Resorts July 2011 - February 2015
IDC Construction, LLC July 2008 - 2011
GWC Development 2002 - 2008
Hines 1999 - 2002
Skills
Construction Management, Feasibility Studies, Submittals, LEED, Mixed-use, Green Building, Architectural Design, Cost Control, Pre-construction
Education
University of Detroit Mercy 1988 — 1993
Bachelor of Architecture, Architecture
Rockbridge February 2015 - Present
Davidson Hotels & Resorts July 2011 - February 2015
IDC Construction, LLC July 2008 - 2011
GWC Development 2002 - 2008
Hines 1999 - 2002
Skills
Construction Management, Feasibility Studies, Submittals, LEED, Mixed-use, Green Building, Architectural Design, Cost Control, Pre-construction
Education
University of Detroit Mercy 1988 — 1993
Bachelor of Architecture, Architecture
Adam Giere's Rockbridge Experience June 2008 - Present
Job Associate at RockBridge Capital, LLC
Industry Real Estate
Experience
Rockbridge June 2008 - Present
UBS Wealth Management January 2007 - February 2008
Skills
Financial Modeling, Investments, Microsoft Excel, Due Diligence, Microsoft Word, Financial Analysis, Asset Allocation, Budgets, Event Management, Process Scheduler, Valuation, Real Estate, Real Estate Economics, Private Equity, Negotiation, Financial Risk, Microsoft Office, Loans, Financial Structuring, Real Estate Financing, Risk Management, Hotels, Wealth Management
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Business Administration / Finance
Rockbridge June 2008 - Present
UBS Wealth Management January 2007 - February 2008
Skills
Financial Modeling, Investments, Microsoft Excel, Due Diligence, Microsoft Word, Financial Analysis, Asset Allocation, Budgets, Event Management, Process Scheduler, Valuation, Real Estate, Real Estate Economics, Private Equity, Negotiation, Financial Risk, Microsoft Office, Loans, Financial Structuring, Real Estate Financing, Risk Management, Hotels, Wealth Management
Education
The Ohio State University 2004 — 2008
Bachelor of Science, Business Administration / Finance
Andrew J. Keller's Rockbridge Experience August 2013 - Present
Job Private Equity / Legal
Industry Law Practice
Experience
Rockbridge August 2013 - Present
Judge Michael H. Watson, U.S. District Court for the Southern District of Ohio August 2012 - December 2012
Instrum International LLC June 2012 - August 2012
Ohio Treasurer of State Josh Mandel July 2011 - August 2011
Debevoise & Plimpton 2008 - 2010
Education
The Ohio State University Moritz College of Law 2010 — 2013
Doctor of Law (JD)
New York University 2004 — 2008
BA, History, Economics
Rockbridge August 2013 - Present
Judge Michael H. Watson, U.S. District Court for the Southern District of Ohio August 2012 - December 2012
Instrum International LLC June 2012 - August 2012
Ohio Treasurer of State Josh Mandel July 2011 - August 2011
Debevoise & Plimpton 2008 - 2010
Education
The Ohio State University Moritz College of Law 2010 — 2013
Doctor of Law (JD)
New York University 2004 — 2008
BA, History, Economics