RockBridge Capital
Industry: Company
DescriptionFounded: 1992 Subsidiary: RockBridge Partners
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RockBridge Capital Employees
Employee
Years
Job
Industry
Abigail Finn Abigail Finn's RockBridge Capital Experience June 2008 - August 2008
Job Legislative Correspondent at U.S. House of Representatives, Office of Congressman Patrick J. Tiberi
Industry Government Relations
Experience
U.S. House of Representatives, Office of Congressman Patrick J. Tiberi June 2014 - Present
U.S. House of Representatives, Office of Congressman Patrick J. Tiberi January 2014 - May 2014
American University Student Government 2012 - 2014
The Glover Park Group January 2013 - December 2013
Association of the United States Navy May 2012 - August 2012
Office of U.S. Congressman Pat Tiberi August 2011 - April 2012
Victoria's Secret June 2011 - August 2011
Texas Roadhouse October 2008 - January 2011
Rockbridge Capital June 2008 - August 2008
Skills
Political Campaigns, Politics, Social Media, Public Speaking, Community Outreach, Political Science, Microsoft Office, Event Planning, Public Policy, Policy Analysis, PowerPoint, Political Communication, Editing, Strategic Communications, Blogging, Press Releases
Education
American University 2010 — 2014
BA, Interdisciplinary Studies: Communications, Legal Institutions, Economics, Government, GPA 3.68
St. Francis DeSales HS 2006 — 2010
U.S. House of Representatives, Office of Congressman Patrick J. Tiberi June 2014 - Present
U.S. House of Representatives, Office of Congressman Patrick J. Tiberi January 2014 - May 2014
American University Student Government 2012 - 2014
The Glover Park Group January 2013 - December 2013
Association of the United States Navy May 2012 - August 2012
Office of U.S. Congressman Pat Tiberi August 2011 - April 2012
Victoria's Secret June 2011 - August 2011
Texas Roadhouse October 2008 - January 2011
Rockbridge Capital June 2008 - August 2008
Skills
Political Campaigns, Politics, Social Media, Public Speaking, Community Outreach, Political Science, Microsoft Office, Event Planning, Public Policy, Policy Analysis, PowerPoint, Political Communication, Editing, Strategic Communications, Blogging, Press Releases
Education
American University 2010 — 2014
BA, Interdisciplinary Studies: Communications, Legal Institutions, Economics, Government, GPA 3.68
St. Francis DeSales HS 2006 — 2010
Tara Waldier Tara Waldier's RockBridge Capital Experience June 2008 - March 2012
Job Associate at RockBridge Capital
Industry Investment Management
Experience
RockBridge Capital June 2008 - March 2012
Education
Denison University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
RockBridge Capital June 2008 - March 2012
Education
Denison University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Political Science
David Vogt David Vogt's RockBridge Capital Experience October 2010 - January 2011
Job SVP Commercial Real Estate Credit at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2011 - Present
Rockbridge Capital October 2010 - January 2011
Independent Contractor 2010 - 2011
HUNTINGTON NATIONAL BANK May 1989 - 2010
CARDINAL INDUSTRIES, INC 1988 - 1989
PICKETT SUITE HOTEL COMPANY 1984 - 1988
Arthur Young 1979 - 1982
Skills
Risk Management, Financial Analysis, Credit, Loans, Project Management, Banking, Credit Risk, Commercial Banking, Finance, Portfolio Management, Underwriting, Cash Management, Analysis, Treasury Management, Credit Analysis, Commercial Lending
Education
The Ohio State University Fisher College of Business
Bachelor of Science (B.S.), Accounting
BBVA Compass January 2011 - Present
Rockbridge Capital October 2010 - January 2011
Independent Contractor 2010 - 2011
HUNTINGTON NATIONAL BANK May 1989 - 2010
CARDINAL INDUSTRIES, INC 1988 - 1989
PICKETT SUITE HOTEL COMPANY 1984 - 1988
Arthur Young 1979 - 1982
Skills
Risk Management, Financial Analysis, Credit, Loans, Project Management, Banking, Credit Risk, Commercial Banking, Finance, Portfolio Management, Underwriting, Cash Management, Analysis, Treasury Management, Credit Analysis, Commercial Lending
Education
The Ohio State University Fisher College of Business
Bachelor of Science (B.S.), Accounting
Phillip Fortener Phillip Fortener's RockBridge Capital Experience September 2012 - Present
Job Accountant, Finance and Investor Reporting
Industry Financial Services
Experience
RockBridge Capital September 2012 - Present
The Ohio State University - Student Health Services October 2011 - September 2012
Crane Group Companies June 2007 - September 2011
Skills
Microsoft Office, Mac OS X, Prosystems Accounting, Peachtree, Adobe Software, Business Analysis, Financial Accounting, Budget Analysis, Corporate Finance, Investments, Expense Budgeting, Income Tax, Tax Preparation, Cost Reduction..., Forensic Accounting, Budget Monitoring, Patient Advocacy, Healthcare Management, Healthcare Information..., Healthcare Analytics, SQL, Financial Reporting, Accounting, Accounts Receivable, Analysis, Budgets, Cash Flow, Endorsements, Financial Statements
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2010
Bachelor of Science in Business Administration (B.S.B.A.), Finance
RockBridge Capital September 2012 - Present
The Ohio State University - Student Health Services October 2011 - September 2012
Crane Group Companies June 2007 - September 2011
Skills
Microsoft Office, Mac OS X, Prosystems Accounting, Peachtree, Adobe Software, Business Analysis, Financial Accounting, Budget Analysis, Corporate Finance, Investments, Expense Budgeting, Income Tax, Tax Preparation, Cost Reduction..., Forensic Accounting, Budget Monitoring, Patient Advocacy, Healthcare Management, Healthcare Information..., Healthcare Analytics, SQL, Financial Reporting, Accounting, Accounts Receivable, Analysis, Budgets, Cash Flow, Endorsements, Financial Statements
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2010
Bachelor of Science in Business Administration (B.S.B.A.), Finance
John Rosen John Rosen's RockBridge Capital Experience July 2012 - Present
Job Managing Director at Rockbridge Capital
Industry Real Estate
Experience
Rockbridge Capital July 2012 - Present
Lowe Hospitality Group March 2010 - August 2012
Lowe Hospitality Group November 2008 - March 2010
Lowe Hospitality Group November 2005 - November 2008
Omni Hotels November 2004 - October 2005
Calistoga Ranch October 2001 - November 2004
Fairmont Hotels and Resorts September 1999 - September 2001
PKF Consulting January 1997 - September 1999
Education
University of Houston 1995 — 1998
Bachelor of Science (BS), Hotel & Restaurant Management
Tulane University 1991 — 1993
Architecture
Rockbridge Capital July 2012 - Present
Lowe Hospitality Group March 2010 - August 2012
Lowe Hospitality Group November 2008 - March 2010
Lowe Hospitality Group November 2005 - November 2008
Omni Hotels November 2004 - October 2005
Calistoga Ranch October 2001 - November 2004
Fairmont Hotels and Resorts September 1999 - September 2001
PKF Consulting January 1997 - September 1999
Education
University of Houston 1995 — 1998
Bachelor of Science (BS), Hotel & Restaurant Management
Tulane University 1991 — 1993
Architecture
Mark Ricketts Mark Ricketts's RockBridge Capital Experience June 1998 - July 2000
Job President and CEO at National Church Residences
Industry Nonprofit Organization Management
Experience
National Church Residences January 2000 - Present
Rockbridge Capital June 1998 - July 2000
Arshot Investment Corporation May 1989 - June 1998
Education
Miami University
National Church Residences January 2000 - Present
Rockbridge Capital June 1998 - July 2000
Arshot Investment Corporation May 1989 - June 1998
Education
Miami University
Alexander Sargent Alexander Sargent's RockBridge Capital Experience 2012 - 2013
Job Product Specialist at Social Market Analytics, Inc.
Industry Financial Services
Experience
Social Market Analytics, Inc. 2013 - Present
RockBridge Capital 2012 - 2013
Chicago Equity Partners, LLC May 2011 - August 2011
Cheevers & Co May 2010 - August 2010
Quantitative Services Group, LLC May 2009 - August 2009
Skills
Corporate Valuation, Bloomberg, SQL, Microsoft Office, Transaction Cost..., Spanish
Education
Miami University 2007 — 2011
Bachelor of Science in Business, Finance, Business Analytics, Spanish
Social Market Analytics, Inc. 2013 - Present
RockBridge Capital 2012 - 2013
Chicago Equity Partners, LLC May 2011 - August 2011
Cheevers & Co May 2010 - August 2010
Quantitative Services Group, LLC May 2009 - August 2009
Skills
Corporate Valuation, Bloomberg, SQL, Microsoft Office, Transaction Cost..., Spanish
Education
Miami University 2007 — 2011
Bachelor of Science in Business, Finance, Business Analytics, Spanish
Amy Davis, CPA Amy Davis, CPA's RockBridge Capital Experience February 2011 - June 2011
Job Accounting Manager at Star Leasing Company
Industry Investment Management
Experience
Star Leasing Company August 2015 - Present
Emilia Personal Care Inc. January 2013 - July 2015
Star Leasing Company August 2011 - December 2012
RockBridge Capital February 2011 - June 2011
Worthington Industries March 2006 - January 2011
Skills
Forecasting, Financial Reporting, Account Reconciliation, GAAP, Accounting, Cost Accounting, Hyperion Enterprise, Accounts Receivable, Financial Analysis, Internal Controls, Cash Management, Payroll, Process Improvement, QuickBooks, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2006
BSBA, Accounting
Star Leasing Company August 2015 - Present
Emilia Personal Care Inc. January 2013 - July 2015
Star Leasing Company August 2011 - December 2012
RockBridge Capital February 2011 - June 2011
Worthington Industries March 2006 - January 2011
Skills
Forecasting, Financial Reporting, Account Reconciliation, GAAP, Accounting, Cost Accounting, Hyperion Enterprise, Accounts Receivable, Financial Analysis, Internal Controls, Cash Management, Payroll, Process Improvement, QuickBooks, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2006
BSBA, Accounting
Matt Wechsler Matt Wechsler's RockBridge Capital Experience July 2008 - May 2011
Job Senior Acquisitions Analyst at Highgate Hotels
Industry Real Estate
Experience
Highgate Hotels June 2011 - Present
RockBridge Capital July 2008 - May 2011
Choice Hotels International - Cambria Suites May 2007 - August 2007
Skills
Financial Analysis
Education
Michigan State University 2004 — 2008
BA, Hospitality Real Estate and Development
Highgate Hotels June 2011 - Present
RockBridge Capital July 2008 - May 2011
Choice Hotels International - Cambria Suites May 2007 - August 2007
Skills
Financial Analysis
Education
Michigan State University 2004 — 2008
BA, Hospitality Real Estate and Development
Jessica Began Jessica Began's RockBridge Capital Experience May 2012 - June 2014
Job Product Development Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2014 - Present
RockBridge Capital May 2012 - June 2014
Delta Delta Delta March 2011 - May 2012
Denison University August 2008 - May 2012
Polycase, Inc. June 2011 - August 2011
Babin Kitchen & Bath May 2011 - August 2011
Skills
Data Analysis, Leadership Development, Economics, Time Management, Analysis, Budgets, Finance, Microsoft Office, Business Strategy, Social Media Marketing, Microsoft Excel, Management, Due Diligence, Forecasting, Public Speaking
Education
Denison University 2008 — 2012
Bachelor of Arts (BA)
Danish Institute for Study Abroad (DIS), Copenhagen DK 2010 — 2011
Avon Lake High School
Nuveen Investments June 2014 - Present
RockBridge Capital May 2012 - June 2014
Delta Delta Delta March 2011 - May 2012
Denison University August 2008 - May 2012
Polycase, Inc. June 2011 - August 2011
Babin Kitchen & Bath May 2011 - August 2011
Skills
Data Analysis, Leadership Development, Economics, Time Management, Analysis, Budgets, Finance, Microsoft Office, Business Strategy, Social Media Marketing, Microsoft Excel, Management, Due Diligence, Forecasting, Public Speaking
Education
Denison University 2008 — 2012
Bachelor of Arts (BA)
Danish Institute for Study Abroad (DIS), Copenhagen DK 2010 — 2011
Avon Lake High School
Dominic Porretta's RockBridge Capital Experience February 2014 - May 2015
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps July 2015 - Present
Rockbridge Capital February 2014 - May 2015
Franklin County Board of Developmental Disabilities December 2009 - January 2014
Greater Columbus Sports Commission September 2012 - May 2013
Otterbein University November 2011 - May 2013
Otterbein University January 2010 - May 2013
Suburban News Publications April 2009 - March 2012
Skills
Editing, Social Media, Research, Microsoft Office, Microsoft Word, Blogging, PowerPoint, Public Speaking, Journalism, Microsoft Excel, Sports
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.83
Otterbein University 2009 — 2013
Bachelor of Arts (B.A.), Journalism, 3.99
Thomas Worthington High School 2005 — 2009
3.9
Duff & Phelps July 2015 - Present
Rockbridge Capital February 2014 - May 2015
Franklin County Board of Developmental Disabilities December 2009 - January 2014
Greater Columbus Sports Commission September 2012 - May 2013
Otterbein University November 2011 - May 2013
Otterbein University January 2010 - May 2013
Suburban News Publications April 2009 - March 2012
Skills
Editing, Social Media, Research, Microsoft Office, Microsoft Word, Blogging, PowerPoint, Public Speaking, Journalism, Microsoft Excel, Sports
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.83
Otterbein University 2009 — 2013
Bachelor of Arts (B.A.), Journalism, 3.99
Thomas Worthington High School 2005 — 2009
3.9
Angela Wharton's RockBridge Capital Experience May 2008 - December 2008
Job Human Resources Manager at Rocky Fork Company
Industry Human Resources
Experience
Rocky Fork Company April 2009 - Present
RockBridge Capital May 2008 - December 2008
Red Capital Group May 2006 - May 2008
National City Bank 2003 - 2008
National City Bank 2003 - 2006
ePeopleserve 2001 - 2002
Accenture 1994 - 2001
Andersen Consulting 1994 - 2001
Skills
Employee Relations, Benefits Administration, Recruiting, Project Management, Organizational..., Employee Training, Database Administration, Event Planning, New Hire Orientations, Employee Benefits, Process Improvement, Human Resources, Applicant Tracking..., Training, Customer Service, Performance Management, Leadership, Management, Payroll, Talent Acquisition, Policy, Outlook
Education
Franklin University
B.A., Finance
Watkins Memorial
Rocky Fork Company April 2009 - Present
RockBridge Capital May 2008 - December 2008
Red Capital Group May 2006 - May 2008
National City Bank 2003 - 2008
National City Bank 2003 - 2006
ePeopleserve 2001 - 2002
Accenture 1994 - 2001
Andersen Consulting 1994 - 2001
Skills
Employee Relations, Benefits Administration, Recruiting, Project Management, Organizational..., Employee Training, Database Administration, Event Planning, New Hire Orientations, Employee Benefits, Process Improvement, Human Resources, Applicant Tracking..., Training, Customer Service, Performance Management, Leadership, Management, Payroll, Talent Acquisition, Policy, Outlook
Education
Franklin University
B.A., Finance
Watkins Memorial
Lisa Samblanet's RockBridge Capital Experience August 2012 - June 2014
Job Paralegal at Ice Miller LLP
Industry Legal Services
Experience
Ice Miller LLP July 2014 - Present
RockBridge Capital August 2012 - June 2014
Squire Sanders January 2005 - August 2012
JONES DAY® March 2000 - December 2003
Skills
Civil Litigation, Document Review, Trials, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Litigation, Legal Research, Corporate Governance, Litigation Support, Legal Writing, Intellectual Property, Due Diligence, Real Estate
Education
Capital University Law School 1990 — 1991
Paralegal Certificate
Miami University 1982 — 1986
Bachelor of Science, Finance
Ice Miller LLP July 2014 - Present
RockBridge Capital August 2012 - June 2014
Squire Sanders January 2005 - August 2012
JONES DAY® March 2000 - December 2003
Skills
Civil Litigation, Document Review, Trials, Corporate Law, Mergers & Acquisitions, Commercial Litigation, Litigation, Legal Research, Corporate Governance, Litigation Support, Legal Writing, Intellectual Property, Due Diligence, Real Estate
Education
Capital University Law School 1990 — 1991
Paralegal Certificate
Miami University 1982 — 1986
Bachelor of Science, Finance
Adam Valente's RockBridge Capital Experience September 2004 - Present
Job Managing Director at RockBridge Capital
Industry Hospitality
Experience
RockBridge Capital September 2004 - Present
PKF Consulting 2001 - 2004
Education
Finney
University of Houston
RockBridge Capital September 2004 - Present
PKF Consulting 2001 - 2004
Education
Finney
University of Houston
Lawrence Hackett's RockBridge Capital Experience June 2008 - Present
Job Associate
Industry Venture Capital & Private Equity
Experience
RockBridge Capital June 2008 - Present
Education
Denison University 2004 — 2008
BA, Economics
RockBridge Capital June 2008 - Present
Education
Denison University 2004 — 2008
BA, Economics
Chris Diffley's RockBridge Capital Experience March 2006 - Present
Job Managing Director at RockBridge Capital
Industry Investment Banking
Experience
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
RockBridge Capital March 2006 - Present
Credit Suisse First Boston 2001 - Present
Credit Suisse July 2001 - February 2006
KPMG August 1996 - August 1999
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
The Ohio State University Fisher College of Business 1991 — 1996
BSBA, Finance and Accounting
Jordan Proefrock's RockBridge Capital Experience May 2006 - June 2008
Job Vice President at Thiele Tanning Company
Industry Textiles
Experience
Thiele Tanning Company August 2010 - Present
Minitube January 2010 - July 2010
Minitube July 2008 - January 2010
RockBridge Capital May 2006 - June 2008
Skills
Footwear, Product Development, Private Equity, Leather, Apparel, Corporate Development, Financial Analysis, Financial Modeling, Biotechnology, Manufacturing, Due Diligence, Valuation, Business Strategy, Venture Capital
Education
Denison University 2002 — 2006
BA, Economics
Georgetown University 2005 — 2005
Summer Program, Business and Government Affairs
IES Freiburg 2005 — 2005
Milwaukee Lutheran High School
St. Paul
Thiele Tanning Company August 2010 - Present
Minitube January 2010 - July 2010
Minitube July 2008 - January 2010
RockBridge Capital May 2006 - June 2008
Skills
Footwear, Product Development, Private Equity, Leather, Apparel, Corporate Development, Financial Analysis, Financial Modeling, Biotechnology, Manufacturing, Due Diligence, Valuation, Business Strategy, Venture Capital
Education
Denison University 2002 — 2006
BA, Economics
Georgetown University 2005 — 2005
Summer Program, Business and Government Affairs
IES Freiburg 2005 — 2005
Milwaukee Lutheran High School
St. Paul
Lisa Kusevitsky's RockBridge Capital Experience November 2013 - Present
Job Executive Assistant
Industry Executive Office
Experience
Rockbridge Capital November 2013 - Present
Rolec Services Ltd October 2009 - August 2013
Rolec Services Limited September 2008 - August 2013
Premium Executive Gifts November 1995 - April 2008
Quest Personnel January 1993 - October 1995
Bakker & Steyger Furniture Manufacturers June 1989 - December 1992
Anchor Construction January 1987 - December 1988
Jowells Cape Transport January 1983 - March 1984
Foschini Limited January 1981 - December 1982
Rhodes High School January 1980 - December 1980
Skills
Project Management, Negotiation, New Business Development, Strategic Planning, Team Building, Administration support,..., High Level Of..., Market Research, Marketing Communications, Multi Tasking, Dependable Team Player, Events Organisation, Flexible Approach, Tender Preparation, Long-term Customer..., Supplier Sourcing, Executive Support, Executive..., Customer Retention, Contract Negotiation, Budgets, Advertising, Marketing, Administrative..., Marketing Strategy, Management, Photoshop, Operations Management, Product Development, Office Administration, Teaching, Manufacturing, Sales Management, Event Management
Education
School of Paralegal Studies 1993 — 1993
Diploma in Labour Law, Labour Law
WS&L Computers 1982 — 1982
COBOL Programming Diploma, COBOL and computer programming
Trinity College of Music 1979 — 1979
LTCL - Music teacher, Classical piano teaching
University of Cape Town 1977 — 1979
BA, Music and psychology
Rockbridge Capital November 2013 - Present
Rolec Services Ltd October 2009 - August 2013
Rolec Services Limited September 2008 - August 2013
Premium Executive Gifts November 1995 - April 2008
Quest Personnel January 1993 - October 1995
Bakker & Steyger Furniture Manufacturers June 1989 - December 1992
Anchor Construction January 1987 - December 1988
Jowells Cape Transport January 1983 - March 1984
Foschini Limited January 1981 - December 1982
Rhodes High School January 1980 - December 1980
Skills
Project Management, Negotiation, New Business Development, Strategic Planning, Team Building, Administration support,..., High Level Of..., Market Research, Marketing Communications, Multi Tasking, Dependable Team Player, Events Organisation, Flexible Approach, Tender Preparation, Long-term Customer..., Supplier Sourcing, Executive Support, Executive..., Customer Retention, Contract Negotiation, Budgets, Advertising, Marketing, Administrative..., Marketing Strategy, Management, Photoshop, Operations Management, Product Development, Office Administration, Teaching, Manufacturing, Sales Management, Event Management
Education
School of Paralegal Studies 1993 — 1993
Diploma in Labour Law, Labour Law
WS&L Computers 1982 — 1982
COBOL Programming Diploma, COBOL and computer programming
Trinity College of Music 1979 — 1979
LTCL - Music teacher, Classical piano teaching
University of Cape Town 1977 — 1979
BA, Music and psychology
Lisa Stevens's RockBridge Capital Experience June 2006 - October 2011
Job Investment Professional at Nationwide Insurance
Industry Commercial Real Estate
Experience
Nationwide Insurance March 2013 - Present
Nationwide Insurance February 2012 - March 2013
RockBridge Capital June 2006 - October 2011
Skills
Financial Analysis, Due Diligence, Real Estate, Investments, Excel, Hotels, Real Estate Finance, Microsoft Excel, Real Estate Economics
Education
Purdue University 2002 — 2006
Bachelor of Science, Hospitality and Tourism Management
Nationwide Insurance March 2013 - Present
Nationwide Insurance February 2012 - March 2013
RockBridge Capital June 2006 - October 2011
Skills
Financial Analysis, Due Diligence, Real Estate, Investments, Excel, Hotels, Real Estate Finance, Microsoft Excel, Real Estate Economics
Education
Purdue University 2002 — 2006
Bachelor of Science, Hospitality and Tourism Management
Joseph Dickinson, CFA's RockBridge Capital Experience July 2014 - Present
Job Analyst at Rockbridge Capital
Industry Financial Services
Experience
Rockbridge Capital July 2014 - Present
FactSet Research Systems May 2013 - July 2014
FactSet Research Systems May 2012 - May 2013
FactSet Research Systems July 2010 - May 2012
Disney ABC Television Group June 2009 - August 2009
Marsh June 2008 - August 2008
RBC Wealth Managment June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
Rockbridge Capital July 2014 - Present
FactSet Research Systems May 2013 - July 2014
FactSet Research Systems May 2012 - May 2013
FactSet Research Systems July 2010 - May 2012
Disney ABC Television Group June 2009 - August 2009
Marsh June 2008 - August 2008
RBC Wealth Managment June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
Calvin Barrow's RockBridge Capital Experience January 2008 - Present
Job Investment Manager at RockBridge Capital
Industry Real Estate
Experience
RockBridge Capital January 2008 - Present
Education
Michigan State University 2003 — 2007
BA, Hospitality Business
The Ohio State University Fisher College of Business
The Ohio State University Fisher College of Business
RockBridge Capital January 2008 - Present
Education
Michigan State University 2003 — 2007
BA, Hospitality Business
The Ohio State University Fisher College of Business
The Ohio State University Fisher College of Business
Daniel Merkle's RockBridge Capital Experience June 2007 - August 2010
Job Senior Investment Professional at Nationwide Insurance
Industry Commercial Real Estate
Experience
Nationwide Insurance September 2014 - Present
Nationwide Insurance September 2011 - Present
Nationwide Insurance October 2010 - September 2011
RockBridge Capital June 2007 - August 2010
Nationwide Insurance November 2005 - June 2007
Huntington National Bank June 2003 - November 2005
Skills
Financial Analysis, Real Estate, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Negotiation, Real Estate Economics, Loans
Education
University of Dayton 1999 — 2003
Business, Finance
Nationwide Insurance September 2014 - Present
Nationwide Insurance September 2011 - Present
Nationwide Insurance October 2010 - September 2011
RockBridge Capital June 2007 - August 2010
Nationwide Insurance November 2005 - June 2007
Huntington National Bank June 2003 - November 2005
Skills
Financial Analysis, Real Estate, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Negotiation, Real Estate Economics, Loans
Education
University of Dayton 1999 — 2003
Business, Finance
Yoo Mee Pak's RockBridge Capital Experience 2012 - 2012
Job Partner at Curmudgeon Partners, LLC
Industry Hospitality
Experience
Turnberry Associates July 2015 - Present
Curmudgeon Partners, LLC August 2012 - Present
RockBridge Capital 2012 - 2012
Hilton Worldwide 2009 - 2011
Hilton Worldwide 2007 - 2009
HEI Hotels & Resorts 2006 - 2007
HVS 2001 - 2005
Skills
Hotels, Resorts, Hospitality Industry, Hospitality, Valuation, Corporate Finance, Project Finance
Education
Cornell University 1997 — 2000
BS, Hotel Administration
Turnberry Associates July 2015 - Present
Curmudgeon Partners, LLC August 2012 - Present
RockBridge Capital 2012 - 2012
Hilton Worldwide 2009 - 2011
Hilton Worldwide 2007 - 2009
HEI Hotels & Resorts 2006 - 2007
HVS 2001 - 2005
Skills
Hotels, Resorts, Hospitality Industry, Hospitality, Valuation, Corporate Finance, Project Finance
Education
Cornell University 1997 — 2000
BS, Hotel Administration
Adam Willyerd's RockBridge Capital Experience 2007 - 2009
Job Assistant Controller at BroadStreet Partners
Industry Insurance
Experience
BroadStreet Partners June 2015 - Present
Wendys International April 2013 - June 2015
Wendys International April 2012 - April 2013
Smiths Medical January 2009 - April 2012
Rockbridge Capital 2007 - 2009
Teamwork Solutions 2005 - 2007
Skills
Accounts Payable, General Ledger, Budgets, Accounts Receivable, Cross-functional Team..., Financial Reporting, Process Improvement, Accounting, Financial Analysis, Account Reconciliation, Fixed Assets, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis
Education
Otterbein College
Bachelor of Arts (B.A.), Accounting
BroadStreet Partners June 2015 - Present
Wendys International April 2013 - June 2015
Wendys International April 2012 - April 2013
Smiths Medical January 2009 - April 2012
Rockbridge Capital 2007 - 2009
Teamwork Solutions 2005 - 2007
Skills
Accounts Payable, General Ledger, Budgets, Accounts Receivable, Cross-functional Team..., Financial Reporting, Process Improvement, Accounting, Financial Analysis, Account Reconciliation, Fixed Assets, Microsoft Excel, Sarbanes-Oxley Act, Variance Analysis
Education
Otterbein College
Bachelor of Arts (B.A.), Accounting
Teri (Essman) Asman's RockBridge Capital Experience 2003 - 2005
Job Accounting Consultant
Industry Insurance
Experience
Nationwide Insurance December 2007 - Present
CenBen USA 2005 - 2007
RockBridge Capital 2003 - 2005
Stonehenge Financial Holdings, Inc. 2000 - 2003
Huntington National Bank 1985 - 2000
Skills
Team Management, Virtual Teams, Offshoring, Reinsurance, Statutory Accounting, Property & Casualty..., Corporate Finance, Strategic Planning, Analytics, General Ledger, Account Reconciliation, Performance Metrics, Operating Budgets, Fixed Assets, Financial Accounting, Real Estate Investment..., Private Equity..., Securities Accounting, Foreign Exchange, Foreign Languages, Microsoft Office, PeopleSoft, Disaster Recovery, User Acceptance Testing, Private Equity, Financial Analysis, Insurance, Process Improvement, Financial Reporting
Education
The Ohio State University 1984 — 1989
Bachelor of Arts (B.A.), Foreign Language and International Business
Nationwide Insurance December 2007 - Present
CenBen USA 2005 - 2007
RockBridge Capital 2003 - 2005
Stonehenge Financial Holdings, Inc. 2000 - 2003
Huntington National Bank 1985 - 2000
Skills
Team Management, Virtual Teams, Offshoring, Reinsurance, Statutory Accounting, Property & Casualty..., Corporate Finance, Strategic Planning, Analytics, General Ledger, Account Reconciliation, Performance Metrics, Operating Budgets, Fixed Assets, Financial Accounting, Real Estate Investment..., Private Equity..., Securities Accounting, Foreign Exchange, Foreign Languages, Microsoft Office, PeopleSoft, Disaster Recovery, User Acceptance Testing, Private Equity, Financial Analysis, Insurance, Process Improvement, Financial Reporting
Education
The Ohio State University 1984 — 1989
Bachelor of Arts (B.A.), Foreign Language and International Business
Debby Speck, CPA's RockBridge Capital Experience 2011 - 2012
Job Marketing Analyst at DSWInc
Industry Retail
Experience
DSWInc 2012 - Present
RockBridge Capital 2011 - 2012
GBQ Partners 2009 - 2011
Skills
CPA, Financial Analysis, Auditing, GAAP, Accounting, Internal Controls
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2009
BSBA in Business, Accounting and Finance
DSWInc 2012 - Present
RockBridge Capital 2011 - 2012
GBQ Partners 2009 - 2011
Skills
CPA, Financial Analysis, Auditing, GAAP, Accounting, Internal Controls
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2009
BSBA in Business, Accounting and Finance
Chris Dusseau's RockBridge Capital Experience August 2008 - Present
Job Senior Vice President & Corporate Counsel at RockBridge Capital
Industry Legal Services
Experience
RockBridge Capital August 2008 - Present
Skills
Due Diligence, Litigation Management, Legal Affairs, Legal Compliance, Securities Regulation, Business Transactions, Corporate Governance, Joint Ventures, Corporate Law, Arbitration, Mergers & Acquisitions, Commercial Litigation, Employment Law, Private Equity, Legal Writing, Litigation
Education
University of Notre Dame
University of Oregon School of Law
RockBridge Capital August 2008 - Present
Skills
Due Diligence, Litigation Management, Legal Affairs, Legal Compliance, Securities Regulation, Business Transactions, Corporate Governance, Joint Ventures, Corporate Law, Arbitration, Mergers & Acquisitions, Commercial Litigation, Employment Law, Private Equity, Legal Writing, Litigation
Education
University of Notre Dame
University of Oregon School of Law
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY