RSM EquiCo
Industry: Company
DescriptionFounded: 1998 Parent organization: H&R Block
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RSM EquiCo Employees
Employee
Years
Job
Industry
Susan M. Slavik Susan M. Slavik's RSM EquiCo Experience February 2000 - May 2002
Job Project Management at Utility Specialists
Industry Utilities
Experience
Utility Specialists March 2012 - Present
Skipping Stone July 2011 - February 2012
Dion & Sons, Inc. January 2009 - March 2011
Utility Specialists March 2003 - April 2008
Career Beginnings Mentoring Program 2001 - 2006
Career Beginnings Mentoring Program 1995 - 2006
RSM EquiCo February 2000 - May 2002
Ingram Micro August 1995 - October 1999
Money Mailer LLC 1992 - 1995
Education
Indiana University Bloomington 1985 — 1989
BA, Fine Arts
Utility Specialists March 2012 - Present
Skipping Stone July 2011 - February 2012
Dion & Sons, Inc. January 2009 - March 2011
Utility Specialists March 2003 - April 2008
Career Beginnings Mentoring Program 2001 - 2006
Career Beginnings Mentoring Program 1995 - 2006
RSM EquiCo February 2000 - May 2002
Ingram Micro August 1995 - October 1999
Money Mailer LLC 1992 - 1995
Education
Indiana University Bloomington 1985 — 1989
BA, Fine Arts
Barry Parr Barry Parr's RSM EquiCo Experience May 2001 - December 2001
Job Consultant at Healthcare Analytics
Industry Hospital & Health Care
Experience
Healthcare Analytics 2000 - Present
Dormir, Inc. September 2009 - January 2011
Aargon Agency, Inc. January 2007 - August 2009
LifeMasters Supported SelfCare 2003 - 2006
TrueView Imaging December 2001 - April 2003
RSM EquiCo May 2001 - December 2001
Apria Healthcare April 1998 - May 2001
InSight Healthcare Services August 1995 - April 1998
Skills
Mergers & Acquisitions, Valuations, Strategic Planning, Budget Planning &..., Business Development, Cost Efficiency..., Business Plan..., Negotiating, Change Management, Business Analysis, Financial Modeling, Project Management, Pricing, Forecasting, Requirements Analysis, Management Consulting
Education
Richmond, The American International University in London 2003 — 2005
Doctor of Philosophy (Ph.D.), Business Administration and Management, General
Richmond, The American International University in London 2001 — 2002
Master of Business Administration (M.B.A.), Healthcare Administration
California State University-Los Angeles 1985 — 1990
Bachelor's Degree, Bachelor of Science in Finance, Certificate in Marketing, Minor in Economics, Minor in Music, 3.8
San Diego State University-California State University 1988 — 1988
Business - Upper Division Theme
Oklahoma State University 1984 — 1985
Music/Business - Dual Major, 4.0
Healthcare Analytics 2000 - Present
Dormir, Inc. September 2009 - January 2011
Aargon Agency, Inc. January 2007 - August 2009
LifeMasters Supported SelfCare 2003 - 2006
TrueView Imaging December 2001 - April 2003
RSM EquiCo May 2001 - December 2001
Apria Healthcare April 1998 - May 2001
InSight Healthcare Services August 1995 - April 1998
Skills
Mergers & Acquisitions, Valuations, Strategic Planning, Budget Planning &..., Business Development, Cost Efficiency..., Business Plan..., Negotiating, Change Management, Business Analysis, Financial Modeling, Project Management, Pricing, Forecasting, Requirements Analysis, Management Consulting
Education
Richmond, The American International University in London 2003 — 2005
Doctor of Philosophy (Ph.D.), Business Administration and Management, General
Richmond, The American International University in London 2001 — 2002
Master of Business Administration (M.B.A.), Healthcare Administration
California State University-Los Angeles 1985 — 1990
Bachelor's Degree, Bachelor of Science in Finance, Certificate in Marketing, Minor in Economics, Minor in Music, 3.8
San Diego State University-California State University 1988 — 1988
Business - Upper Division Theme
Oklahoma State University 1984 — 1985
Music/Business - Dual Major, 4.0
Claire Gibbons Claire Gibbons's RSM EquiCo Experience 2003 - 2004
Job Director of Marketing & Communications at Charleston Regional Development Alliance
Industry Public Relations and Communications
Experience
Charleston Regional Development Alliance February 2011 - Present
Powerspeak Communications, LLC 2009 - February 2011
Rawle Murdy July 2005 - 2009
Capstrat 2004 - 2005
RSM EquiCo 2003 - 2004
The Rogers Group 2001 - 2003
GolinHarris 1999 - 2001
Charles Carter for NC Senate May 1998 - November 1998
National Foundation for Women Legislators 1997 - 1998
NC Office of the Governor 1996 - 1997
Skills
Crisis Communications, Public Relations, Issues Management, Communications Strategy, Media Relations, Social Media, Writing, Community Relations, Marketing Strategy, Event Planning, Event Management, Corporate Communications, Strategic Planning, Social Media Marketing, Public Speaking, Strategic Communications, Nonprofits, Management, Social Networking, Leadership, Marketing, Budgets, Community Development, Strategy, Advertising, Newsletters, Program Management, Press Releases, Fundraising, Marketing Communications
Education
The George Washington University 1997 — 1999
MA, Political Management
University of North Carolina at Chapel Hill
BA, Political Science and Psychology
Charleston Regional Development Alliance February 2011 - Present
Powerspeak Communications, LLC 2009 - February 2011
Rawle Murdy July 2005 - 2009
Capstrat 2004 - 2005
RSM EquiCo 2003 - 2004
The Rogers Group 2001 - 2003
GolinHarris 1999 - 2001
Charles Carter for NC Senate May 1998 - November 1998
National Foundation for Women Legislators 1997 - 1998
NC Office of the Governor 1996 - 1997
Skills
Crisis Communications, Public Relations, Issues Management, Communications Strategy, Media Relations, Social Media, Writing, Community Relations, Marketing Strategy, Event Planning, Event Management, Corporate Communications, Strategic Planning, Social Media Marketing, Public Speaking, Strategic Communications, Nonprofits, Management, Social Networking, Leadership, Marketing, Budgets, Community Development, Strategy, Advertising, Newsletters, Program Management, Press Releases, Fundraising, Marketing Communications
Education
The George Washington University 1997 — 1999
MA, Political Management
University of North Carolina at Chapel Hill
BA, Political Science and Psychology
Jacob Vogel Jacob Vogel's RSM EquiCo Experience August 2007 - January 2008
Job CEO at Bennington
Industry Maritime
Experience
Bennington 2009 - Present
Brown Gibbons Lang & Company 2008 - 2009
New Trier Partners April 2008 - July 2008
RSM EquiCo August 2007 - January 2008
Accenture June 2001 - March 2007
Summit Group Software 1998 - 1999
Bennington Marine 1998 - 1999
Skills
Financial Modeling, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Due Diligence, Management Consulting, New Business Development, Financial Analysis, Corporate Finance, Marketing Strategy, Strategy, Customer Service, Team Building, Valuation, Sales, Leadership, Product Development, Sales Management, Mergers, Private Equity, Venture Capital, Business Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Strategy, Marketing
Indiana University - Kelley School of Business 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Indiana University Bloomington 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Concord High School 1992 — 1996
Jimtown
Bennington 2009 - Present
Brown Gibbons Lang & Company 2008 - 2009
New Trier Partners April 2008 - July 2008
RSM EquiCo August 2007 - January 2008
Accenture June 2001 - March 2007
Summit Group Software 1998 - 1999
Bennington Marine 1998 - 1999
Skills
Financial Modeling, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Due Diligence, Management Consulting, New Business Development, Financial Analysis, Corporate Finance, Marketing Strategy, Strategy, Customer Service, Team Building, Valuation, Sales, Leadership, Product Development, Sales Management, Mergers, Private Equity, Venture Capital, Business Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Strategy, Marketing
Indiana University - Kelley School of Business 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Indiana University Bloomington 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Concord High School 1992 — 1996
Jimtown
Siddartha Bhat Siddartha Bhat's RSM EquiCo Experience November 2004 - January 2005
Job Sr. Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
Ryan Halversen Ryan Halversen's RSM EquiCo Experience May 2002 - December 2003
Job PwC: Director, Forensic Services, Licensing Management & Contract Compliance
Industry Accounting
Experience
PricewaterhouseCoopers January 2004 - Present
RSM EquiCo May 2002 - December 2003
Skills
Speak/Write Spanish, Due Diligence, Mergers, Valuation
Education
Rollins College 2001 — 2002
MBA, Masters of Business Administration
Brigham Young University 1996 — 1999
International Studies (Global Economy Emphasis)
PricewaterhouseCoopers January 2004 - Present
RSM EquiCo May 2002 - December 2003
Skills
Speak/Write Spanish, Due Diligence, Mergers, Valuation
Education
Rollins College 2001 — 2002
MBA, Masters of Business Administration
Brigham Young University 1996 — 1999
International Studies (Global Economy Emphasis)
Daniel Jacobson Daniel Jacobson's RSM EquiCo Experience January 2003 - October 2009
Job National Account Executive at Quality Importers Trading Company
Industry Import and Export
Experience
Quality Importers Trading Company March 2014 - Present
Granite Telecommunications November 2010 - March 2014
Visual tour 2009 - 2010
RSM Equico January 2003 - October 2009
Skills
Solution Selling, Telecommunications, Account Management, Direct Sales, Salesforce.com, Cold Calling, Sales Process, Managed Services, VoIP, MPLS, Sales, B2B, Sales Management, Customer Retention, Selling, Unified Communications, Co-location, Telephony, New Business Development, Wireless, Channel Partners, Professional Services, Call Centers, Broadband, Strategic Partnerships, SIP Trunking
Education
Syracuse University 1975 — 1977
Quality Importers Trading Company March 2014 - Present
Granite Telecommunications November 2010 - March 2014
Visual tour 2009 - 2010
RSM Equico January 2003 - October 2009
Skills
Solution Selling, Telecommunications, Account Management, Direct Sales, Salesforce.com, Cold Calling, Sales Process, Managed Services, VoIP, MPLS, Sales, B2B, Sales Management, Customer Retention, Selling, Unified Communications, Co-location, Telephony, New Business Development, Wireless, Channel Partners, Professional Services, Call Centers, Broadband, Strategic Partnerships, SIP Trunking
Education
Syracuse University 1975 — 1977
Joseph Holbrook Joseph Holbrook's RSM EquiCo Experience 2002 - 2010
Job Designer at Victory Foam Inc
Industry Financial Services
Experience
Victory Foam Inc. May 2011 - Present
RSM EquiCo 2002 - 2010
Kettley Publishing 2000 - 2001
Kettley Publishing 2000 - 2001
Deutsche Bank October 1997 - August 1999
Skills
Designs, Windows, Graphic Design, Max, InDesign, CAD, Illustration, Sketching, Budgets, Marketing, Online Marketing, Advertising, Photoshop, Direct Marketing, Adobe Acrobat, Web Design, Microsoft Excel, Customer Service, Project Management, Financial Analysis, Marketing Strategy, Leadership, Sales, Management, Strategic Planning
Education
Orange Coast College 1998 — 2002
Victory Foam Inc. May 2011 - Present
RSM EquiCo 2002 - 2010
Kettley Publishing 2000 - 2001
Kettley Publishing 2000 - 2001
Deutsche Bank October 1997 - August 1999
Skills
Designs, Windows, Graphic Design, Max, InDesign, CAD, Illustration, Sketching, Budgets, Marketing, Online Marketing, Advertising, Photoshop, Direct Marketing, Adobe Acrobat, Web Design, Microsoft Excel, Customer Service, Project Management, Financial Analysis, Marketing Strategy, Leadership, Sales, Management, Strategic Planning
Education
Orange Coast College 1998 — 2002
Sean Correia Sean Correia's RSM EquiCo Experience November 2003 - April 2005
Job Senior Team Member at Sirius Disclosure
Industry Management Consulting
Experience
Sirius Disclosure March 2015 - Present
Phalanx Ventures, Inc July 2009 - Present
Forrester Research March 2014 - June 2015
Digital Authentication Technologies, Inc (DAT) January 2011 - June 2013
EarlyStageProducts, LLC August 2008 - June 2009
Gartner, Inc May 2005 - July 2008
RSM EquiCo November 2003 - April 2005
Bizthinc.com, Inc January 2002 - October 2003
Learn2Distribution.com, Inc November 1999 - September 2001
Omni Diagnostics, Inc March 1993 - October 1999
Skills
Strategic Partnerships, Strategy, Enterprise Software, Business Development, Entrepreneurship, Solution Selling, Leadership, Management, Business Strategy, Business Planning, Sales Process, Sales Operations, Mergers & Acquisitions, Management Consulting, Executive Management, Professional Services, Cloud Computing, Data Center, Strategic Planning, Strategic Consulting, Telecommunications, SaaS, Go-to-market Strategy, Security, Consulting, Business Alliances, Market Research, Start-ups, Sales, Marketing, Competitive Analysis, Networking, Training, CRM, Product Management, Lead Generation, Salesforce.com, Analysis, Product Marketing, Product Launch, Venture Capital, Selling
Education
University of South Florida 1996 — 1998
BS, International Business
Saint Petersburg Junior College 1994 — 1996
AA, Accounting
Sirius Disclosure March 2015 - Present
Phalanx Ventures, Inc July 2009 - Present
Forrester Research March 2014 - June 2015
Digital Authentication Technologies, Inc (DAT) January 2011 - June 2013
EarlyStageProducts, LLC August 2008 - June 2009
Gartner, Inc May 2005 - July 2008
RSM EquiCo November 2003 - April 2005
Bizthinc.com, Inc January 2002 - October 2003
Learn2Distribution.com, Inc November 1999 - September 2001
Omni Diagnostics, Inc March 1993 - October 1999
Skills
Strategic Partnerships, Strategy, Enterprise Software, Business Development, Entrepreneurship, Solution Selling, Leadership, Management, Business Strategy, Business Planning, Sales Process, Sales Operations, Mergers & Acquisitions, Management Consulting, Executive Management, Professional Services, Cloud Computing, Data Center, Strategic Planning, Strategic Consulting, Telecommunications, SaaS, Go-to-market Strategy, Security, Consulting, Business Alliances, Market Research, Start-ups, Sales, Marketing, Competitive Analysis, Networking, Training, CRM, Product Management, Lead Generation, Salesforce.com, Analysis, Product Marketing, Product Launch, Venture Capital, Selling
Education
University of South Florida 1996 — 1998
BS, International Business
Saint Petersburg Junior College 1994 — 1996
AA, Accounting
Christopher Cuellar Christopher Cuellar's RSM EquiCo Experience 2007 - 2007
Job Operations & Logistics Manager at Uber Technologies
Industry Internet
Experience
Uber Technologies February 2014 - Present
ArriveLabs October 2011 - January 2014
PwC's Diamond Advisory Services November 2010 - November 2011
Diamond Management & Technology Consultants January 2010 - November 2010
San Francisco Consulting Group April 2009 - December 2009
Booz & Company August 2008 - April 2009
RSM EquiCo 2007 - 2007
Ambrosi 2004 - 2007
Skills
Management Consulting, Business Process..., Start-ups, Product Management, Financial Modeling, IT Strategy, Strategic Planning, Strategic Consulting, Program Management, Business Intelligence, Change Management, Business Analysis, Business Development, Cross-functional Team..., Entrepreneurship, Consulting, Strategic Partnerships, Software Development, Analytics, iOS development
Education
Northwestern University 2003 — 2008
BS, Industrial Engineering & Management Sciences
Northwestern University 2003 — 2008
BS, Economics
Uber Technologies February 2014 - Present
ArriveLabs October 2011 - January 2014
PwC's Diamond Advisory Services November 2010 - November 2011
Diamond Management & Technology Consultants January 2010 - November 2010
San Francisco Consulting Group April 2009 - December 2009
Booz & Company August 2008 - April 2009
RSM EquiCo 2007 - 2007
Ambrosi 2004 - 2007
Skills
Management Consulting, Business Process..., Start-ups, Product Management, Financial Modeling, IT Strategy, Strategic Planning, Strategic Consulting, Program Management, Business Intelligence, Change Management, Business Analysis, Business Development, Cross-functional Team..., Entrepreneurship, Consulting, Strategic Partnerships, Software Development, Analytics, iOS development
Education
Northwestern University 2003 — 2008
BS, Industrial Engineering & Management Sciences
Northwestern University 2003 — 2008
BS, Economics
Cole Preston JD/MBA Cole Preston JD/MBA's RSM EquiCo Experience June 2004 - September 2007
Job Vice Presdient at Generational Equity
Industry Investment Banking
Experience
Generational Equity California September 2006 - Present
RSM EquiCo June 2004 - September 2007
Skills
Financial Modeling, Due Diligence, Private Equity, Management, Investment Banking, Strategic Planning, Corporate Finance, Strategy, Financial Analysis, Valuation
Education
Seattle University
JD/MBA, Banking, Corporate, Finance, and Securities Law
Seattle University School of Law
JD/MBA, Law and Business
Generational Equity California September 2006 - Present
RSM EquiCo June 2004 - September 2007
Skills
Financial Modeling, Due Diligence, Private Equity, Management, Investment Banking, Strategic Planning, Corporate Finance, Strategy, Financial Analysis, Valuation
Education
Seattle University
JD/MBA, Banking, Corporate, Finance, and Securities Law
Seattle University School of Law
JD/MBA, Law and Business
John W. Cardosa John W. Cardosa's RSM EquiCo Experience 2002 - 2003
Job Vice President Alternate Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank 2011 - Present
Union Bank 2003 - 2011
RSM EquiCo 2002 - 2003
Provasis Therapeutics, Inc. 2000 - 2002
National Steel & Shipbuilding Company and Subsidiaries 1989 - 1999
Skills
Mergers, Corporate Finance, Investment Management, Non-profits, Financial Analysis, Mergers & Acquisitions, Nonprofits, Financial Reporting, Cash Management, Valuation, Private Equity, Negotiation, Strategic Planning, Budgets, Portfolio Management
Education
San Diego State University-California State University
BS, Business Administration - Finance
Comerica Bank 2011 - Present
Union Bank 2003 - 2011
RSM EquiCo 2002 - 2003
Provasis Therapeutics, Inc. 2000 - 2002
National Steel & Shipbuilding Company and Subsidiaries 1989 - 1999
Skills
Mergers, Corporate Finance, Investment Management, Non-profits, Financial Analysis, Mergers & Acquisitions, Nonprofits, Financial Reporting, Cash Management, Valuation, Private Equity, Negotiation, Strategic Planning, Budgets, Portfolio Management
Education
San Diego State University-California State University
BS, Business Administration - Finance
Mike Coy, R.F.C., C.P.B.A. Mike Coy, R.F.C., C.P.B.A.'s RSM EquiCo Experience January 2002 - September 2005
Job at
Industry Professional Training & Coaching
Experience
Aflac GA N.W. April 2013 - Present
Aflac, Georgia North August 2012 - Present
Mike Coy's "Referral Training Center" January 2005 - September 2012
MLC CONSULTANTS, LLC 1975 - August 2012
BROKER AGENT Magazine January 2007 - September 2008
RSM EquiCo January 2002 - September 2005
Skills
Business Analysis, Marketing Communications, Presentation Coaching, Referrals, Public Speaking, Coaching, Customer Relations, Writing, Marketing Strategy, Management Consulting, Small Business, Entrepreneur, Certified Professonal...
Education
University of California, San Diego 1987 — 1989
MBA, Finance
Lamar University 1971 — 1974
BBA, Marketing
Aflac GA N.W. April 2013 - Present
Aflac, Georgia North August 2012 - Present
Mike Coy's "Referral Training Center" January 2005 - September 2012
MLC CONSULTANTS, LLC 1975 - August 2012
BROKER AGENT Magazine January 2007 - September 2008
RSM EquiCo January 2002 - September 2005
Skills
Business Analysis, Marketing Communications, Presentation Coaching, Referrals, Public Speaking, Coaching, Customer Relations, Writing, Marketing Strategy, Management Consulting, Small Business, Entrepreneur, Certified Professonal...
Education
University of California, San Diego 1987 — 1989
MBA, Finance
Lamar University 1971 — 1974
BBA, Marketing
Adam Burnett Adam Burnett's RSM EquiCo Experience April 2004 - March 2005
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Eugene P. Gross Eugene P. Gross's RSM EquiCo Experience 2003 - 2004
Job Operations & Business Development
Industry Mechanical or Industrial Engineering
Experience
Wilde March 2011 - August 2015
Ministerio del Interior y Seguridad Pública 2010 - 2010
SolNet S.A. 2004 - 2010
RSM Equico 2003 - 2004
SolNet S.A. 1997 - 2003
C.A.S.A., Inc. 1986 - 1996
Mainland Savings Association/Texas Commerce Bank N.A. 1984 - 1985
Skills
Estrategia empresarial, Planificación..., Gestión de proyectos, Business Strategy, Estrategia de..., Negociación, Negotiation, Inglés, Español, Microsoft Office, Análisis, English, Spanish
Education
Pontificia Universidad Católica de Chile 2008 — 2010
Master's degree in Industrial Engineering (c)
California State University-Chico
Localization Diploma
Michigan State University
Graduate studies in Political Science and Geography
Pontificia Universidad Católica de Chile
B.A., Geography / Geographer, Geography, Minors: Economic & Social Geography
Wilde March 2011 - August 2015
Ministerio del Interior y Seguridad Pública 2010 - 2010
SolNet S.A. 2004 - 2010
RSM Equico 2003 - 2004
SolNet S.A. 1997 - 2003
C.A.S.A., Inc. 1986 - 1996
Mainland Savings Association/Texas Commerce Bank N.A. 1984 - 1985
Skills
Estrategia empresarial, Planificación..., Gestión de proyectos, Business Strategy, Estrategia de..., Negociación, Negotiation, Inglés, Español, Microsoft Office, Análisis, English, Spanish
Education
Pontificia Universidad Católica de Chile 2008 — 2010
Master's degree in Industrial Engineering (c)
California State University-Chico
Localization Diploma
Michigan State University
Graduate studies in Political Science and Geography
Pontificia Universidad Católica de Chile
B.A., Geography / Geographer, Geography, Minors: Economic & Social Geography
Sheree Aronson Sheree Aronson's RSM EquiCo Experience June 2002 - July 2003
Job Investor Relations & Corporate Communications Consultant
Industry Public Relations and Communications
Experience
Masimo Corporation November 2009 - May 2013
Abbott Medical Optics August 2003 - April 2009
RSM EquiCo June 2002 - July 2003
Fleishman-Hillard August 1999 - June 2002
Apria Healthcare July 1996 - August 1998
MTI Technology August 1994 - July 1996
Jack In The Box (formerly Foodmaker) August 1992 - August 1994
HomeFed Bank August 1985 - August 1992
Skills
Investor Relations, Crisis Communications, Corporate Communications, Internal Communications, Media Relations, Public Relations, Reputation Management, Strategy, Market Research, Brand Development, Messaging, Strategic Communications, Marketing Strategy, Mergers & Acquisitions, Press Releases
Education
Oklahoma State University
Bachelor's, Journalism
Masimo Corporation November 2009 - May 2013
Abbott Medical Optics August 2003 - April 2009
RSM EquiCo June 2002 - July 2003
Fleishman-Hillard August 1999 - June 2002
Apria Healthcare July 1996 - August 1998
MTI Technology August 1994 - July 1996
Jack In The Box (formerly Foodmaker) August 1992 - August 1994
HomeFed Bank August 1985 - August 1992
Skills
Investor Relations, Crisis Communications, Corporate Communications, Internal Communications, Media Relations, Public Relations, Reputation Management, Strategy, Market Research, Brand Development, Messaging, Strategic Communications, Marketing Strategy, Mergers & Acquisitions, Press Releases
Education
Oklahoma State University
Bachelor's, Journalism
Dharmesh Shah Dharmesh Shah's RSM EquiCo Experience 2003 - 2005
Job IT Director at Molina Healthcare
Industry Hospital & Health Care
Experience
Molina Healthcare May 2015 - Present
Molina Healthcare June 2013 - May 2015
Molina Healthcare December 2010 - June 2013
United Health Care July 2008 - December 2010
United Health Care September 2005 - July 2008
RSM EquiCo 2003 - 2005
City of Los Angeles 2001 - 2003
Skills
SDLC, Business Process..., Business Analysis, Requirements Analysis, Communication, Project Management, Business Intelligence, Systems Analysis, Vendor Management, Leadership, Information Technology, Healthcare Information..., Management, IT Management, IT Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Masters, Business Administration
California State Polytechnic University-Pomona
Bachelors, Computer Science
Molina Healthcare May 2015 - Present
Molina Healthcare June 2013 - May 2015
Molina Healthcare December 2010 - June 2013
United Health Care July 2008 - December 2010
United Health Care September 2005 - July 2008
RSM EquiCo 2003 - 2005
City of Los Angeles 2001 - 2003
Skills
SDLC, Business Process..., Business Analysis, Requirements Analysis, Communication, Project Management, Business Intelligence, Systems Analysis, Vendor Management, Leadership, Information Technology, Healthcare Information..., Management, IT Management, IT Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
Masters, Business Administration
California State Polytechnic University-Pomona
Bachelors, Computer Science
Eugene Shin Eugene Shin's RSM EquiCo Experience July 2003 - December 2003
Job .
Industry Investment Banking
Experience
Duff & Phelps March 2011 - June 2014
Duff & Phelps Securities, LLC August 2008 - March 2011
Duff & Phelps Securities, LLC May 2005 - August 2008
Wilshire Associates, Inc January 2004 - May 2005
RSM EquiCo July 2003 - December 2003
Education
California State University-Long Beach
B.S, Finance: Business/Economics
Duff & Phelps March 2011 - June 2014
Duff & Phelps Securities, LLC August 2008 - March 2011
Duff & Phelps Securities, LLC May 2005 - August 2008
Wilshire Associates, Inc January 2004 - May 2005
RSM EquiCo July 2003 - December 2003
Education
California State University-Long Beach
B.S, Finance: Business/Economics
JoAnna Castillo JoAnna Castillo's RSM EquiCo Experience 2002 - 2006
Job Investment Banking Recruiter Niche Segments M&A
Industry Staffing and Recruiting
Experience
Wall Street Exchange, Inc. 2007 - Present
TireWise Inc. ™ October 2006 - Present
IT Networks April 2006 - April 2007
RSM EquiCo 2002 - 2006
dba McGladrey Capital Markets 2002 - 2006
The United States Marine Corps 1997 - 2002
Skills
Investment Banking, Mergers, Capital Markets, Private Equity, Corporate Finance, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Recruiting, Portfolio Management
Education
Trident University International
Master's Degree, Information Technology
Troy University 2000 — 2002
Masters of Science (Suma cum laude), Management
University of California, Davis
Bachelor's degree, Organizational Studies
Wall Street Exchange, Inc. 2007 - Present
TireWise Inc. ™ October 2006 - Present
IT Networks April 2006 - April 2007
RSM EquiCo 2002 - 2006
dba McGladrey Capital Markets 2002 - 2006
The United States Marine Corps 1997 - 2002
Skills
Investment Banking, Mergers, Capital Markets, Private Equity, Corporate Finance, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Recruiting, Portfolio Management
Education
Trident University International
Master's Degree, Information Technology
Troy University 2000 — 2002
Masters of Science (Suma cum laude), Management
University of California, Davis
Bachelor's degree, Organizational Studies
Dan DeLap Dan DeLap's RSM EquiCo Experience July 2004 - June 2007
Job Vice President at D. A. Davidson & Co
Industry Investment Banking
Experience
D. A. Davidson & Co October 2014 - Present
D.A. Davidson & Co February 2012 - September 2014
McGladrey Capital Markets LLC June 2007 - February 2012
RSM EquiCo July 2004 - June 2007
Naval Aviation Depot January 1990 - July 2004
Skills
Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Finance, Private Equity, Equities, Analysis, Capital Markets
Education
San Diego State University-California State University 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Aerospace Engineering
D. A. Davidson & Co October 2014 - Present
D.A. Davidson & Co February 2012 - September 2014
McGladrey Capital Markets LLC June 2007 - February 2012
RSM EquiCo July 2004 - June 2007
Naval Aviation Depot January 1990 - July 2004
Skills
Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Finance, Private Equity, Equities, Analysis, Capital Markets
Education
San Diego State University-California State University 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Aerospace Engineering
Gabriel Dibble Gabriel Dibble's RSM EquiCo Experience February 2001 - October 2002
Job Creative Artists Agency
Industry Internet
Experience
Creative Artists Agency April 2012 - Present
RippleFX January 2009 - April 2012
QTC - A Lockheed Martin Company February 2012 - March 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS November 2011 - January 2012
PennySaverUSA.com / Harte-Hanks Shoppers October 2006 - December 2008
SPLITZERO DESIGN October 2002 - October 2006
The Designory November 2005 - May 2006
Nextace April 2005 - October 2005
RSM EquiCo February 2001 - October 2002
Eklipze Magazine May 1999 - August 2002
Skills
SENIOR.LVL, vast..., Front End Development, HTML5, XHTML, CSS3, JavaScript, jQuery, jQuery Mobile, jQuery UI, JSON, AJAX, Usability, Interaction Design (IxD), User Experience (UX), UI, Graphics, BA, IA, Wire Framing, LAMP, Web Application..., HTML 5, Mobile Applications, Product Development, User Experience, XML, Subversion, Interaction Design, Web Applications, CMS, Information Assurance, MySQL, Web Application Design, User Interface, CSS, Web Development, Apache, E-commerce, SEO, Information Architecture, Agile Methodologies, Flash, Front-end, SQL, Web Analytics, HTML, Web Design, REST, Web Services, .NET
Education
Cuesta College 1997 — 1998
Science, Math, IS, IT
Creative Artists Agency April 2012 - Present
RippleFX January 2009 - April 2012
QTC - A Lockheed Martin Company February 2012 - March 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS November 2011 - January 2012
PennySaverUSA.com / Harte-Hanks Shoppers October 2006 - December 2008
SPLITZERO DESIGN October 2002 - October 2006
The Designory November 2005 - May 2006
Nextace April 2005 - October 2005
RSM EquiCo February 2001 - October 2002
Eklipze Magazine May 1999 - August 2002
Skills
SENIOR.LVL, vast..., Front End Development, HTML5, XHTML, CSS3, JavaScript, jQuery, jQuery Mobile, jQuery UI, JSON, AJAX, Usability, Interaction Design (IxD), User Experience (UX), UI, Graphics, BA, IA, Wire Framing, LAMP, Web Application..., HTML 5, Mobile Applications, Product Development, User Experience, XML, Subversion, Interaction Design, Web Applications, CMS, Information Assurance, MySQL, Web Application Design, User Interface, CSS, Web Development, Apache, E-commerce, SEO, Information Architecture, Agile Methodologies, Flash, Front-end, SQL, Web Analytics, HTML, Web Design, REST, Web Services, .NET
Education
Cuesta College 1997 — 1998
Science, Math, IS, IT
Albert Posillico Albert Posillico's RSM EquiCo Experience January 2004 - June 2007
Job Sales Associate at AutoNation Chevrolet
Industry Telecommunications
Experience
AutoNation Chevrolet October 2013 - Present
WellsFargo Bank March 2011 - January 2013
Comcast Inc September 2010 - January 2011
Kaplan University February 2008 - July 2010
Wall Street Mergers Grp. June 2007 - February 2008
RSM Equico January 2004 - June 2007
Omnipoint Marketing November 2002 - November 2003
CSG Affiliates April 2001 - November 2002
Cable & Wireless USA Inc January 1990 - April 2001
MCI International January 1981 - April 1990
Skills
Selling, Telecommunications, Management, Customer Service, Marketing Management, Sales, Call Centers, Networking, Customer Retention, Marketing, Cold Calling, Account Management, Business Development, Sales Operations, Program Management, Project Planning, CRM, Direct Sales, Customer Satisfaction, Salesforce.com, Sales Process, Strategic Partnerships, New Business Development, Leadership, Sales Management, Solution Selling, Strategy, SaaS, Product Marketing, Competitive Analysis, Cross-functional Team..., Vendor Management, Lead Generation
Education
Bloomfield College 1979 — 1981
BS business, Business; Marketing
AutoNation Chevrolet October 2013 - Present
WellsFargo Bank March 2011 - January 2013
Comcast Inc September 2010 - January 2011
Kaplan University February 2008 - July 2010
Wall Street Mergers Grp. June 2007 - February 2008
RSM Equico January 2004 - June 2007
Omnipoint Marketing November 2002 - November 2003
CSG Affiliates April 2001 - November 2002
Cable & Wireless USA Inc January 1990 - April 2001
MCI International January 1981 - April 1990
Skills
Selling, Telecommunications, Management, Customer Service, Marketing Management, Sales, Call Centers, Networking, Customer Retention, Marketing, Cold Calling, Account Management, Business Development, Sales Operations, Program Management, Project Planning, CRM, Direct Sales, Customer Satisfaction, Salesforce.com, Sales Process, Strategic Partnerships, New Business Development, Leadership, Sales Management, Solution Selling, Strategy, SaaS, Product Marketing, Competitive Analysis, Cross-functional Team..., Vendor Management, Lead Generation
Education
Bloomfield College 1979 — 1981
BS business, Business; Marketing
Ahmed Chaudhary Ahmed Chaudhary's RSM EquiCo Experience May 2002 - December 2002
Job CEO, The Batchery
Industry Financial Services
Experience
hellotoken August 2015 - Present
Crowd Mics July 2015 - Present
The Batchery March 2015 - Present
Alaeeb Gaming October 2013 - Present
KuroBase, Inc January 2013 - May 2014
Bookera June 2010 - August 2012
Private Investment Fund November 2008 - April 2010
Black Angus Restaurants January 2007 - December 2008
The Gap, Inc January 2003 - January 2006
RSM Equico May 2002 - December 2002
Skills
Financial Modeling, Strategic Planning, Mergers, Corporate Finance, Financial Analysis, Investments, Entrepreneurship, Venture Capital, Start-ups, Business Strategy, Valuation, Product Management, Management Consulting, Mergers & Acquisitions, Business Development, Competitive Analysis, Strategy, Finance, Due Diligence, Executive Management, Management, Portfolio Management
Education
University of California, Los Angeles 1999 — 2002
B.A., Economics
hellotoken August 2015 - Present
Crowd Mics July 2015 - Present
The Batchery March 2015 - Present
Alaeeb Gaming October 2013 - Present
KuroBase, Inc January 2013 - May 2014
Bookera June 2010 - August 2012
Private Investment Fund November 2008 - April 2010
Black Angus Restaurants January 2007 - December 2008
The Gap, Inc January 2003 - January 2006
RSM Equico May 2002 - December 2002
Skills
Financial Modeling, Strategic Planning, Mergers, Corporate Finance, Financial Analysis, Investments, Entrepreneurship, Venture Capital, Start-ups, Business Strategy, Valuation, Product Management, Management Consulting, Mergers & Acquisitions, Business Development, Competitive Analysis, Strategy, Finance, Due Diligence, Executive Management, Management, Portfolio Management
Education
University of California, Los Angeles 1999 — 2002
B.A., Economics
Bill Baker Bill Baker's RSM EquiCo Experience 2004 - 2007
Job Independent Sales Representative at US Translation Company
Industry Import and Export
Experience
US Translation Company July 2015 - Present
US Go Global, Inc. August 2014 - Present
Cre8 Salon and Spa January 2014 - July 2015
iComTrader Intl January 2013 - August 2014
Florida CDI December 2009 - December 2012
WeServed America December 2008 - December 2012
RSM Equico 2004 - 2007
Skills
New Business Development, Strategic Planning, Start-ups, Marketing Strategy, Business Development, Strategic Partnerships, Business Strategy, Sales Management, Sales, Team Building, Business Planning, Competitive Analysis, Account Management, CRM, Social Media Marketing, Entrepreneurship, Negotiation, Management Consulting, Mergers, Market Research, International Trade, Export-Import, Mergers & Acquisitions, Strategy, Small Business, Management, Training, Online Marketing, Marketing, Selling, Leadership, International Business, Consulting, International Sales, E-commerce, B2B, Contract Negotiation, Operations Management, Sales Process, Executive Management, Market Analysis, Process Improvement, Lead Generation, Sales Operations, Marketing Management, Product Marketing, Direct Sales, Product Management, P&L Management, Team Leadership
Education
Nova Southeastern University 1989 — 1991
Business Administration
University of Toledo 1966 — 1971
Real Estate
US Translation Company July 2015 - Present
US Go Global, Inc. August 2014 - Present
Cre8 Salon and Spa January 2014 - July 2015
iComTrader Intl January 2013 - August 2014
Florida CDI December 2009 - December 2012
WeServed America December 2008 - December 2012
RSM Equico 2004 - 2007
Skills
New Business Development, Strategic Planning, Start-ups, Marketing Strategy, Business Development, Strategic Partnerships, Business Strategy, Sales Management, Sales, Team Building, Business Planning, Competitive Analysis, Account Management, CRM, Social Media Marketing, Entrepreneurship, Negotiation, Management Consulting, Mergers, Market Research, International Trade, Export-Import, Mergers & Acquisitions, Strategy, Small Business, Management, Training, Online Marketing, Marketing, Selling, Leadership, International Business, Consulting, International Sales, E-commerce, B2B, Contract Negotiation, Operations Management, Sales Process, Executive Management, Market Analysis, Process Improvement, Lead Generation, Sales Operations, Marketing Management, Product Marketing, Direct Sales, Product Management, P&L Management, Team Leadership
Education
Nova Southeastern University 1989 — 1991
Business Administration
University of Toledo 1966 — 1971
Real Estate
Brandy Lee, MSHR, SPHR's RSM EquiCo Experience January 2004 - June 2005
Job Director of Firm Operations
Industry Human Resources
Experience
Kieckhafer, Schiffer & Company LLP June 2006 - Present
The Daily Muse July 2012 - Present
KX 93.5 FM November 2012 - June 2013
RealWomenUnite.org July 2011 - January 2013
Ryan & Son Marine Services, LLC June 2010 - December 2012
alliantgroup, LP January 2006 - June 2006
RSM EquiCo January 2004 - June 2005
RSM EquiCo July 2003 - December 2003
New Horizons Computer Learning Center March 2001 - July 2003
MCI 1998 - March 2001
Skills
Customer Relations, Financial Reporting, Business Analysis, Analysis, Administration, Human Resources..., Global Human Resources..., Operations Management, Microsoft Excel, Business Strategy, Business Development, Business Networking, Management Consulting, HR Consulting, Strategic Consulting, Adobe Interactive Form..., Career Development..., Writing, Public Speaking, Published Author, Emotional Intelligence, Personnel Management, Strategy, System Administration, Customer Service, Human Resources, Organizational..., Leadership, Performance Management, Training, Talent Management, Management, Strategic Planning, Recruiting
Education
Chapman University 2007 — 2008
Masters, Human Resources Management
University of Phoenix 2003 — 2004
BS, Business Management
Kieckhafer, Schiffer & Company LLP June 2006 - Present
The Daily Muse July 2012 - Present
KX 93.5 FM November 2012 - June 2013
RealWomenUnite.org July 2011 - January 2013
Ryan & Son Marine Services, LLC June 2010 - December 2012
alliantgroup, LP January 2006 - June 2006
RSM EquiCo January 2004 - June 2005
RSM EquiCo July 2003 - December 2003
New Horizons Computer Learning Center March 2001 - July 2003
MCI 1998 - March 2001
Skills
Customer Relations, Financial Reporting, Business Analysis, Analysis, Administration, Human Resources..., Global Human Resources..., Operations Management, Microsoft Excel, Business Strategy, Business Development, Business Networking, Management Consulting, HR Consulting, Strategic Consulting, Adobe Interactive Form..., Career Development..., Writing, Public Speaking, Published Author, Emotional Intelligence, Personnel Management, Strategy, System Administration, Customer Service, Human Resources, Organizational..., Leadership, Performance Management, Training, Talent Management, Management, Strategic Planning, Recruiting
Education
Chapman University 2007 — 2008
Masters, Human Resources Management
University of Phoenix 2003 — 2004
BS, Business Management
Chuck Kutcher Chuck Kutcher's RSM EquiCo Experience 2002 - 2003
Job Sales Manager US at Data Interchange
Industry Information Services
Experience
Data Interchange October 2014 - Present
Infor December 2012 - June 2014
ARCAT July 2011 - December 2012
C S Kutcher & Associates, Inc. January 2007 - July 2011
eBuilt/ USTRI September 2003 - October 2006
eBuilt 2003 - 2006
RSM Equico 2002 - 2003
ATG 1999 - 2001
Art Technology Group, Inc. 1999 - 2001
Infinium Software May 1997 - November 1999
Skills
Sales Management, Consultative Selling, New Business Development, Account Management, Strategic Planning, Contract Negotiation, Team Building, Solution Selling, B2B, Negotiation, Key Account Management, E-commerce, Mentoring, Team Leadership, Coaching, Selling, Business Strategy, Problem Solving, Start-ups, Sales Process, ERP, Strategic Partnerships, Sales, SaaS, Enterprise Software, Leadership, Business Intelligence, Professional Services, Customer Retention, Cold Calling, Direct Sales, Management, Team Management, Lead Generation, Sales Operations, Salesforce.com, Strategy, Retail, P&L Management, Project Planning, Channel Partners, Go-to-market Strategy, CRM, Business Development, Cloud Computing, Software Industry, Product Management, Competitive Analysis, Business Alliances
Education
Drake University 1971 — 1974
Economics/Business Admin
Data Interchange October 2014 - Present
Infor December 2012 - June 2014
ARCAT July 2011 - December 2012
C S Kutcher & Associates, Inc. January 2007 - July 2011
eBuilt/ USTRI September 2003 - October 2006
eBuilt 2003 - 2006
RSM Equico 2002 - 2003
ATG 1999 - 2001
Art Technology Group, Inc. 1999 - 2001
Infinium Software May 1997 - November 1999
Skills
Sales Management, Consultative Selling, New Business Development, Account Management, Strategic Planning, Contract Negotiation, Team Building, Solution Selling, B2B, Negotiation, Key Account Management, E-commerce, Mentoring, Team Leadership, Coaching, Selling, Business Strategy, Problem Solving, Start-ups, Sales Process, ERP, Strategic Partnerships, Sales, SaaS, Enterprise Software, Leadership, Business Intelligence, Professional Services, Customer Retention, Cold Calling, Direct Sales, Management, Team Management, Lead Generation, Sales Operations, Salesforce.com, Strategy, Retail, P&L Management, Project Planning, Channel Partners, Go-to-market Strategy, CRM, Business Development, Cloud Computing, Software Industry, Product Management, Competitive Analysis, Business Alliances
Education
Drake University 1971 — 1974
Economics/Business Admin
Smita Basak's RSM EquiCo Experience September 2002 - April 2003
Job Director, Probeats Kids Team at Jhankaar Beats
Industry Performing Arts
Experience
Jhankaar Beats August 2013 - Present
Shylan LLC September 2009 - Present
Project Pulse Dance Company September 2006 - July 2013
RSM Equico September 2002 - April 2003
Morgan Stanley Venture Partners March 2000 - April 2001
Morgan Stanley November 1997 - March 2000
Corporate Executive Board September 1996 - September 1997
Skills
Bollywood, Dance Education, Performing Arts, Choreography, Dance Instruction, Jazz Dance, Hip-Hop Dance, Ballet, Indian Classical Dance, Marketing Communications, Financial Analysis, Financial Reporting, Strategic Planning, Strategy, Financial Modeling, Management, Dance, Mergers, Training, Marketing, Management Consulting, Portfolio Management, Leadership, Child Development, Organization Skills
Education
Claremont Graduate University - Peter F. Drucker School of Management 2002 — 2003
MBA, Finance and Strategy
Tufts University 1992 — 1996
BA, Political Science
Jhankaar Beats August 2013 - Present
Shylan LLC September 2009 - Present
Project Pulse Dance Company September 2006 - July 2013
RSM Equico September 2002 - April 2003
Morgan Stanley Venture Partners March 2000 - April 2001
Morgan Stanley November 1997 - March 2000
Corporate Executive Board September 1996 - September 1997
Skills
Bollywood, Dance Education, Performing Arts, Choreography, Dance Instruction, Jazz Dance, Hip-Hop Dance, Ballet, Indian Classical Dance, Marketing Communications, Financial Analysis, Financial Reporting, Strategic Planning, Strategy, Financial Modeling, Management, Dance, Mergers, Training, Marketing, Management Consulting, Portfolio Management, Leadership, Child Development, Organization Skills
Education
Claremont Graduate University - Peter F. Drucker School of Management 2002 — 2003
MBA, Finance and Strategy
Tufts University 1992 — 1996
BA, Political Science
Joshua Broaded Joshua Broaded's RSM EquiCo Experience August 2001 - 2003
Job Managing Director at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group October 2007 - Present
US Securities and Exchange Commission 2003 - 2007
RSM Equico August 2001 - 2003
Skills
Hedge Funds, SEC, Securities Regulation, Private Equity, Investment Advisory, Alternative Investments, Capital Markets, FINRA, Risk Assessment, Mutual Funds, Equities, Options, Securities, SEC filings, Due Diligence, Asset Management, Fixed Income, Investments, Portfolio Management
Education
University of Pittsburgh 1997 — 2001
Bachelor of Science (B.S.), Finance
ACA Compliance Group October 2007 - Present
US Securities and Exchange Commission 2003 - 2007
RSM Equico August 2001 - 2003
Skills
Hedge Funds, SEC, Securities Regulation, Private Equity, Investment Advisory, Alternative Investments, Capital Markets, FINRA, Risk Assessment, Mutual Funds, Equities, Options, Securities, SEC filings, Due Diligence, Asset Management, Fixed Income, Investments, Portfolio Management
Education
University of Pittsburgh 1997 — 2001
Bachelor of Science (B.S.), Finance
Jake Steen Jake Steen's RSM EquiCo Experience June 2000 - May 2004
Job Account Manager at Southern Wine & Spirits
Industry Financial Services
Experience
Southern Wine & Spirits September 2012 - Present
Orange County Triathlon Club October 2010 - Present
Impros May 2010 - August 2012
Haneline Products November 2008 - January 2010
Nordskog Performance Products August 2004 - August 2009
RSM EquiCo June 2000 - May 2004
Deutsche Bank January 1995 - January 2000
Skills
Mergers, Operations Management, Manufacturing, Automotive Aftermarket, Small Business, Business Valuation, Banking, Financial Modeling, Triathlon, Microsoft Excel, Valuation, Due Diligence, Financial Analysis, Customer Satisfaction, Charity Work, Cycling, Finance, Mergers & Acquisitions, Pricing, Investments, Sales, Team Building, Forecasting
Education
CFA Institute (AIMR) 1998 — 2000
CFA, Finance, General
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Finance
University of Southern California - Marshall School of Business 1993 — 1995
BS, Finance
Southern Wine & Spirits September 2012 - Present
Orange County Triathlon Club October 2010 - Present
Impros May 2010 - August 2012
Haneline Products November 2008 - January 2010
Nordskog Performance Products August 2004 - August 2009
RSM EquiCo June 2000 - May 2004
Deutsche Bank January 1995 - January 2000
Skills
Mergers, Operations Management, Manufacturing, Automotive Aftermarket, Small Business, Business Valuation, Banking, Financial Modeling, Triathlon, Microsoft Excel, Valuation, Due Diligence, Financial Analysis, Customer Satisfaction, Charity Work, Cycling, Finance, Mergers & Acquisitions, Pricing, Investments, Sales, Team Building, Forecasting
Education
CFA Institute (AIMR) 1998 — 2000
CFA, Finance, General
University of California, Irvine - The Paul Merage School of Business 1998 — 2000
MBA, Finance
University of Southern California - Marshall School of Business 1993 — 1995
BS, Finance
Timothy J Gannaway Timothy J Gannaway's RSM EquiCo Experience March 2000 - December 2006
Job President 5 Arch Code Compliance
Industry Investment Management
Experience
5 Arch Code Compliance LLC. ( 5ACC ) June 2012 - Present
Arch Bay Capital February 2007 - June 2012
RSM EquiCo March 2000 - December 2006
Deutsche Bank October 1994 - March 2000
Strategic Mortgage Services December 1993 - October 1994
Bank of America March 1991 - December 1993
Andersen Consulting August 1989 - March 1991
Skills
Asset Managment, REO, Loss Mitigation, Valuation, Investments, Real Estate, Due Diligence, Loan Origination, Mortgage Lending, Mortgage Banking, Private Equity, Portfolio Management, Short Sales, Loans, Foreclosures, Asset Management, Commercial Real Estate, Capital Markets, Alternative Investments, Financial Modeling
Education
University of California, Irvine 1995 — 1998
Master of Business Administration (MBA), Finance and Technology
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Honors Business
5 Arch Code Compliance LLC. ( 5ACC ) June 2012 - Present
Arch Bay Capital February 2007 - June 2012
RSM EquiCo March 2000 - December 2006
Deutsche Bank October 1994 - March 2000
Strategic Mortgage Services December 1993 - October 1994
Bank of America March 1991 - December 1993
Andersen Consulting August 1989 - March 1991
Skills
Asset Managment, REO, Loss Mitigation, Valuation, Investments, Real Estate, Due Diligence, Loan Origination, Mortgage Lending, Mortgage Banking, Private Equity, Portfolio Management, Short Sales, Loans, Foreclosures, Asset Management, Commercial Real Estate, Capital Markets, Alternative Investments, Financial Modeling
Education
University of California, Irvine 1995 — 1998
Master of Business Administration (MBA), Finance and Technology
The University of Texas at Austin 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance and Honors Business
Ronald Uy Ronald Uy's RSM EquiCo Experience June 2003 - May 2004
Job Business Banker at Wells Fargo
Industry Medical Practice
Experience
Wells Fargo March 2014 - Present
Dr. Santos Uy Inc. October 2010 - March 2014
UBS May 2004 - August 2005
RSM Equico June 2003 - May 2004
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Investment Banking
Education
Los Angeles Trade Technical College 2011 — 2013
Associate's Degree, Chemistry, 3.8
University of Southern California 1999 — 2003
BA, International Relations
Loyola Highschool 1994 — 1999
High School
Flintridge Prep
Loyola Highschool
Wells Fargo March 2014 - Present
Dr. Santos Uy Inc. October 2010 - March 2014
UBS May 2004 - August 2005
RSM Equico June 2003 - May 2004
Skills
Financial Risk, Equities, Fixed Income, Portfolio Management, Mergers & Acquisitions, Investments, Financial Modeling, Investment Banking
Education
Los Angeles Trade Technical College 2011 — 2013
Associate's Degree, Chemistry, 3.8
University of Southern California 1999 — 2003
BA, International Relations
Loyola Highschool 1994 — 1999
High School
Flintridge Prep
Loyola Highschool
Lucas Hohnstein Lucas Hohnstein's RSM EquiCo Experience 2003 - 2005
Job Institutional U.S. Energy Sales at GMP Securities
Industry Investment Banking
Experience
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
GMP Securities September 2014 - Present
Carrollton Lacrosse January 2015 - Present
Tegris Advisors April 2012 - April 2014
Sagent Advisors July 2010 - February 2012
SunTrust Robinson Humphrey May 2009 - July 2009
Sarowdin Partners January 2006 - July 2008
RSM Equico 2003 - 2005
Skills
Investment Banking, LBO, Mergers & Acquisitions, Business Valuation, DCF, Private Placements, Financial Structuring, Divestitures, Capital Raising, Sell Side
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2000 — 2003
Bachelor's degree, Accounting and Finance
Jason Rhoda Jason Rhoda's RSM EquiCo Experience June 2002 - June 2006
Job Director of Financial Planning & Analysis at Physicians Formula
Industry Cosmetics
Experience
Physicians Formula January 2013 - Present
Billabong International August 2011 - September 2012
Star Trac July 2008 - August 2011
Hines Horticulture June 2006 - January 2008
RSM EquiCo June 2002 - June 2006
Los Angeles Times November 2001 - June 2002
The Geneva Companies December 1998 - August 2001
Skills
Mergers, Forecasting, Valuation, Financial Analysis, Corporate Finance, Budgeting, Mergers & Acquisitions, Financial Modeling, Budgets, Strategy, Restructuring, Process Improvement, Finance, Accounting, Analysis, Managerial Finance, Executive Management, Business Development, Due Diligence, Leadership, Strategic Financial..., Management, Strategic Planning, Variance Analysis, Cash Flow, Pricing, Cost Accounting, Investments, Financial Forecasting, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Business Planning
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA
University of California, Riverside 1989 — 1992
BS
Physicians Formula January 2013 - Present
Billabong International August 2011 - September 2012
Star Trac July 2008 - August 2011
Hines Horticulture June 2006 - January 2008
RSM EquiCo June 2002 - June 2006
Los Angeles Times November 2001 - June 2002
The Geneva Companies December 1998 - August 2001
Skills
Mergers, Forecasting, Valuation, Financial Analysis, Corporate Finance, Budgeting, Mergers & Acquisitions, Financial Modeling, Budgets, Strategy, Restructuring, Process Improvement, Finance, Accounting, Analysis, Managerial Finance, Executive Management, Business Development, Due Diligence, Leadership, Strategic Financial..., Management, Strategic Planning, Variance Analysis, Cash Flow, Pricing, Cost Accounting, Investments, Financial Forecasting, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Business Planning
Education
University of Southern California - Marshall School of Business 1996 — 1999
MBA
University of California, Riverside 1989 — 1992
BS
Aaron Tazza Aaron Tazza's RSM EquiCo Experience 2002 - 2003
Job Vice President at State Street
Industry Financial Services
Experience
State Street Bank May 2003 - Present
State Street Bank May 2003 - Present
RSM Equico 2002 - 2003
Skills
Credit Derivatives, Interest Rate..., FX Derivatives, Bank Reconciliation, Exchange Traded...
Education
James Madison University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Economics
State Street Bank May 2003 - Present
State Street Bank May 2003 - Present
RSM Equico 2002 - 2003
Skills
Credit Derivatives, Interest Rate..., FX Derivatives, Bank Reconciliation, Exchange Traded...
Education
James Madison University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Economics
Gary Wondercheck's RSM EquiCo Experience April 2000 - October 2001
Job Chief Operations Officer :: Operations Manager :: Nonprofit Leader :: Business Development :: Systems Analyst
Industry Nonprofit Organization Management
Experience
Arts & Learning Conservatory June 2004 - May 2015
Victory Churches of the USA May 2003 - May 2015
California Victory Church March 2007 - April 2015
T-Mobile USA June 2004 - June 2006
Alofa Tunoa Church and Bible College October 2001 - July 2002
RSM EquiCo April 2000 - October 2001
State Farm July 1991 - June 1992
United States Marine Corps January 1989 - June 1991
Skills
Strategic Planning, Coaching, Preaching, Editing, Theology, Teaching, Nonprofits, Fundraising, Leadership Development, Public Speaking, Program Development, Community Outreach, Event Planning, Leadership, Social Networking, Staff Development, Conflict Resolution, Organizational..., Team Building, Volunteer Management, Public Relations, Social Media, Customer Service, Training, Administration, Event Management, Entrepreneurship, Program Management, Small Business, Higher Education, Research, Motivational Speaking, Team Leadership, Executive Coaching, Sales, Blogging, Proposal Writing, Management
Education
Vanguard University of Southern California 1992 — 1998
Bachelor of Arts (BA), Religious Education
California State Polytechnic University-Pomona 1995 — 1996
Industrial & Systems Engineering
Newman Grove High School 1983 — 1987
Diploma
Arts & Learning Conservatory June 2004 - May 2015
Victory Churches of the USA May 2003 - May 2015
California Victory Church March 2007 - April 2015
T-Mobile USA June 2004 - June 2006
Alofa Tunoa Church and Bible College October 2001 - July 2002
RSM EquiCo April 2000 - October 2001
State Farm July 1991 - June 1992
United States Marine Corps January 1989 - June 1991
Skills
Strategic Planning, Coaching, Preaching, Editing, Theology, Teaching, Nonprofits, Fundraising, Leadership Development, Public Speaking, Program Development, Community Outreach, Event Planning, Leadership, Social Networking, Staff Development, Conflict Resolution, Organizational..., Team Building, Volunteer Management, Public Relations, Social Media, Customer Service, Training, Administration, Event Management, Entrepreneurship, Program Management, Small Business, Higher Education, Research, Motivational Speaking, Team Leadership, Executive Coaching, Sales, Blogging, Proposal Writing, Management
Education
Vanguard University of Southern California 1992 — 1998
Bachelor of Arts (BA), Religious Education
California State Polytechnic University-Pomona 1995 — 1996
Industrial & Systems Engineering
Newman Grove High School 1983 — 1987
Diploma
Ben Knoll's RSM EquiCo Experience July 2001 - November 2003
Job VP, Operations at FastSpring
Industry Computer Software
Experience
Data Fusion Technologies January 2011 - September 2013
Sequential Capital Partners June 2009 - September 2013
LEÓN, MAYER & Co. April 2008 - May 2009
D&B November 2003 - January 2008
RSM Equico July 2001 - November 2003
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Corporate Finance, Financial Modeling, Investment Banking, Due Diligence, SaaS, Strategic Partnerships, Business Development, Venture Capital, Management, Private Equity, Business Strategy, Financial Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics
Data Fusion Technologies January 2011 - September 2013
Sequential Capital Partners June 2009 - September 2013
LEÓN, MAYER & Co. April 2008 - May 2009
D&B November 2003 - January 2008
RSM Equico July 2001 - November 2003
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Corporate Finance, Financial Modeling, Investment Banking, Due Diligence, SaaS, Strategic Partnerships, Business Development, Venture Capital, Management, Private Equity, Business Strategy, Financial Analysis, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1997 — 2001
Bachelor of Science in Economics
Leanie Mayor's RSM EquiCo Experience March 2003 - December 2005
Job Database/EDI Developer
Industry Information Technology and Services
Experience
Stratacare, Inc. April 2007 - Present
New Century Mortgage December 2005 - April 2007
RSM Equico March 2003 - December 2005
Celestica June 2001 - March 2003
Education
University of DeVry 1998 — 2001
University of Santo Tomas 1996 — 1998
BS, Medical Technology
Stratacare, Inc. April 2007 - Present
New Century Mortgage December 2005 - April 2007
RSM Equico March 2003 - December 2005
Celestica June 2001 - March 2003
Education
University of DeVry 1998 — 2001
University of Santo Tomas 1996 — 1998
BS, Medical Technology
Luis Alexander Mejia's RSM EquiCo Experience 2004 - 2005
Job Manager, Financial Planning & Analysis at Elements Behavioral Health
Industry Financial Services
Experience
Elements Behavioral Health June 2013 - Present
DaVita July 2011 - May 2013
Callisto Partners July 2006 - August 2009
RSM EquiCo 2004 - 2005
Skills
Mergers, Strategy, Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Strategic Financial...
Education
University of California, Berkeley 1998 — 2003
Bachelor of Science, Economics
Saddleback High
Elements Behavioral Health June 2013 - Present
DaVita July 2011 - May 2013
Callisto Partners July 2006 - August 2009
RSM EquiCo 2004 - 2005
Skills
Mergers, Strategy, Financial Modeling, Investment Banking, Finance, Mergers & Acquisitions, Strategic Financial...
Education
University of California, Berkeley 1998 — 2003
Bachelor of Science, Economics
Saddleback High
David Lagumbay's RSM EquiCo Experience May 2005 - August 2007
Job Information Technology
Industry Information Technology and Services
Experience
Local Lighthouse April 2015 - Present
inhouseIT April 2011 - March 2015
Carrington Mortgage Services December 2009 - March 2011
Power Balance 2009 - 2010
Experian Consumer Direct 2007 - October 2009
RSM EquiCo May 2005 - August 2007
Sperry Van Ness January 2002 - April 2005
CommerceScout September 2000 - May 2001
Sound Advantage 2001 - 2001
Ultimate Software Group, Inc. 1997 - 2000
Skills
Project Management, Strategic Planning, VMware, Vendor Management, Virtualization, Team Leadership, Cloud Computing, Program Management, Business Analysis, Team Building, Data Center, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA
University of California, Irvine 1990 — 1995
BS, Biology
Local Lighthouse April 2015 - Present
inhouseIT April 2011 - March 2015
Carrington Mortgage Services December 2009 - March 2011
Power Balance 2009 - 2010
Experian Consumer Direct 2007 - October 2009
RSM EquiCo May 2005 - August 2007
Sperry Van Ness January 2002 - April 2005
CommerceScout September 2000 - May 2001
Sound Advantage 2001 - 2001
Ultimate Software Group, Inc. 1997 - 2000
Skills
Project Management, Strategic Planning, VMware, Vendor Management, Virtualization, Team Leadership, Cloud Computing, Program Management, Business Analysis, Team Building, Data Center, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA
University of California, Irvine 1990 — 1995
BS, Biology
Melissa Link's RSM EquiCo Experience 2000 - 2006
Job SolarTex
Industry Renewables & Environment
Experience
SolarTex September 2008 - Present
Lockart, Atchley & Associates March 2008 - September 2008
Evolve Capital January 2007 - February 2008
RSM EquiCo 2000 - 2006
Arthur Andersen LLP January 1994 - September 2000
Skills
Solar Energy, Due Diligence, Mergers, Management Consulting, Strategic Planning, Financial Analysis, Business Planning, Mergers & Acquisitions
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Dulles High School
SolarTex September 2008 - Present
Lockart, Atchley & Associates March 2008 - September 2008
Evolve Capital January 2007 - February 2008
RSM EquiCo 2000 - 2006
Arthur Andersen LLP January 1994 - September 2000
Skills
Solar Energy, Due Diligence, Mergers, Management Consulting, Strategic Planning, Financial Analysis, Business Planning, Mergers & Acquisitions
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Dulles High School
Sean Morrisroe's RSM EquiCo Experience March 2004 - February 2006
Job Director, Development at Surgical Care Affiliates
Industry Financial Services
Experience
Surgical Care Affiliates February 2015 - Present
VCA Antech April 2012 - April 2014
McGladrey August 2011 - April 2012
Higgins, Marcus & Lovett February 2006 - July 2011
RSM Equico March 2004 - February 2006
USBX 2003 - 2003
United States Marine Corps November 1990 - November 2000
Skills
Valuation, Business Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, LBO, Venture Capital, Corporate Development, Equities, Capital Markets, Portfolio Management, Asset Managment, Investments, Finance, Forecasting, DCF, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Restructuring, Asset Management
Education
University of California, Irvine 2000 — 2002
BA, History
University of California, Los Angeles 2008 — 2009
Certificate in General Business Studies with Concentration in Finance
The London School of Economics and Political Science (LSE)
Surgical Care Affiliates February 2015 - Present
VCA Antech April 2012 - April 2014
McGladrey August 2011 - April 2012
Higgins, Marcus & Lovett February 2006 - July 2011
RSM Equico March 2004 - February 2006
USBX 2003 - 2003
United States Marine Corps November 1990 - November 2000
Skills
Valuation, Business Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, LBO, Venture Capital, Corporate Development, Equities, Capital Markets, Portfolio Management, Asset Managment, Investments, Finance, Forecasting, DCF, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Restructuring, Asset Management
Education
University of California, Irvine 2000 — 2002
BA, History
University of California, Los Angeles 2008 — 2009
Certificate in General Business Studies with Concentration in Finance
The London School of Economics and Political Science (LSE)
Anand Sheth's RSM EquiCo Experience 2003 - 2003
Job Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC June 2000 - Present
RSM Equico 2003 - 2003
Crossroads, LLC July 1999 - May 2000
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Mergers, Due Diligence, DCF, Purchase Price..., Impairment Testing, Goodwill Impairment, Media Industry..., Entertainment Industry..., Technology Industry..., Digital Media, Intellectual Property..., Intangible Asset..., Mergers & Acquisitions, Financial Reporting, Restructuring, Intangible Assets
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Strategy
University of California, Irvine 1995 — 1999
B.A., Economics
Duff & Phelps, LLC June 2000 - Present
RSM Equico 2003 - 2003
Crossroads, LLC July 1999 - May 2000
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Mergers, Due Diligence, DCF, Purchase Price..., Impairment Testing, Goodwill Impairment, Media Industry..., Entertainment Industry..., Technology Industry..., Digital Media, Intellectual Property..., Intangible Asset..., Mergers & Acquisitions, Financial Reporting, Restructuring, Intangible Assets
Education
University of California, Irvine - The Paul Merage School of Business 2002 — 2004
MBA, Finance, Strategy
University of California, Irvine 1995 — 1999
B.A., Economics
Jean Cayanni's RSM EquiCo Experience 2004 - 2008
Job Managing partner at Cayanni Associates llc
Industry Investment Banking
Experience
Cayanni Associates llc May 2009 - Present
McGladrey Capital Markets LLC 2004 - April 2009
RSM EquiCo 2004 - 2008
Bank of America Securities 1974 - 2003
Bank of America 1974 - 2002
Education
Santa Clara University - Leavey School of Business 1971 — 1973
MBA, International finance and Banking
Rennes Law school 1964 — 1968
Law degree
Cayanni Associates llc May 2009 - Present
McGladrey Capital Markets LLC 2004 - April 2009
RSM EquiCo 2004 - 2008
Bank of America Securities 1974 - 2003
Bank of America 1974 - 2002
Education
Santa Clara University - Leavey School of Business 1971 — 1973
MBA, International finance and Banking
Rennes Law school 1964 — 1968
Law degree
Charles Chao's RSM EquiCo Experience 2002 - 2004
Job Manager, Insurance Analytics at Toyota Financial Services
Industry Automotive
Experience
Toyota Financial Services November 2013 - Present
Toyota Financial Services October 2011 - November 2013
Toyota Financial Services June 2010 - October 2011
Toyota Financial Services October 2006 - June 2010
DaVita 2004 - 2006
RSM EquiCo 2002 - 2004
Harvey & Company 1999 - 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Investment Banking, Business Strategy, Finance, Strategic Financial..., Due Diligence, Insurance, Portfolio Management, Financial Modeling, Corporate Development, Private Equity
Education
University of California, Irvine
Toyota Financial Services November 2013 - Present
Toyota Financial Services October 2011 - November 2013
Toyota Financial Services June 2010 - October 2011
Toyota Financial Services October 2006 - June 2010
DaVita 2004 - 2006
RSM EquiCo 2002 - 2004
Harvey & Company 1999 - 2002
Skills
Corporate Finance, Financial Analysis, Valuation, Investment Banking, Business Strategy, Finance, Strategic Financial..., Due Diligence, Insurance, Portfolio Management, Financial Modeling, Corporate Development, Private Equity
Education
University of California, Irvine
Dawn Keeney's RSM EquiCo Experience 2004 - 2005
Job Senior Trust Officer, Trusts and Estates Attorney
Industry Investment Management
Experience
U.S. Trust October 2011 - Present
Heckscher, Teillon, Terrill and Sager, P.C. 2007 - 2011
RSM EquiCo 2004 - 2005
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Tax Law, Wills, Legal Assistance, Wealth, Wealth Management, Wealth Management..., Estate Tax Planning, Courts, Estate Administration, Trust Services, High Net Worth...
Education
Villanova University School of Law 2007 — 2009
LL.M., Tax
Villanova University School of Law 2005 — 2008
JD, Law
Princeton University 2000 — 2004
AB, Politics and Economics
U.S. Trust October 2011 - Present
Heckscher, Teillon, Terrill and Sager, P.C. 2007 - 2011
RSM EquiCo 2004 - 2005
Skills
Estate Planning, Trusts, Legal Research, Legal Writing, Tax Law, Wills, Legal Assistance, Wealth, Wealth Management, Wealth Management..., Estate Tax Planning, Courts, Estate Administration, Trust Services, High Net Worth...
Education
Villanova University School of Law 2007 — 2009
LL.M., Tax
Villanova University School of Law 2005 — 2008
JD, Law
Princeton University 2000 — 2004
AB, Politics and Economics
Sarah Carbone's RSM EquiCo Experience 2000 - 2006
Job Yoga instructor, specializing in corporations/groups/kids
Industry Health, Wellness and Fitness
Experience
YogaWorks June 2006 - November 2008
RSM Equico 2000 - 2006
Education
University of Colorado Denver 1994 — 1998
Intl' Affairs, Political Science, Communications, Spanish
YogaWorks June 2006 - November 2008
RSM Equico 2000 - 2006
Education
University of Colorado Denver 1994 — 1998
Intl' Affairs, Political Science, Communications, Spanish
Stephanie Howard's RSM EquiCo Experience July 2003 - November 2006
Job Community Relations Manager, South Coast Plaza
Industry Retail
Experience
South Coast Plaza November 2006 - Present
RSM EquiCo July 2003 - November 2006
Skills
Event Planning, Event Management, Customer Service, Marketing, Marketing Communications, Budgets, Advertising, Social Networking, Retail, Email Marketing
Education
University of California, Irvine 1999 — 2003
BA, Criminology, Law & Society
South Coast Plaza November 2006 - Present
RSM EquiCo July 2003 - November 2006
Skills
Event Planning, Event Management, Customer Service, Marketing, Marketing Communications, Budgets, Advertising, Social Networking, Retail, Email Marketing
Education
University of California, Irvine 1999 — 2003
BA, Criminology, Law & Society
Amar Mowji's RSM EquiCo Experience 2004 - 2005
Job Senior Manager at Irvine Company
Industry Financial Services
Experience
Irvine Company February 2014 - Present
Silver Portal Capital June 2012 - February 2014
Morgan Stanley March 2007 - July 2008
Piper Jaffray 2005 - 2007
RSM EquiCo 2004 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Investment Banking, Corporate Finance
Education
University of Southern California
University of Southern California
Bachelor of Science (B.S.), Finance / Real Estate
Irvine Company February 2014 - Present
Silver Portal Capital June 2012 - February 2014
Morgan Stanley March 2007 - July 2008
Piper Jaffray 2005 - 2007
RSM EquiCo 2004 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Investment Banking, Corporate Finance
Education
University of Southern California
University of Southern California
Bachelor of Science (B.S.), Finance / Real Estate
Dawn Overby's RSM EquiCo Experience June 2000 - December 2002
Job Marketing Manager at DuPont
Industry Renewables & Environment
Experience
DuPont 2014 - Present
Eli Lilly and Company May 2013 - August 2013
Ingetrol Ltda. April 2004 - April 2012
RSM Equico June 2000 - December 2002
Skills
Mining, Geology, Gold, Microsoft Office, Drilling, Microsoft Excel, Microsoft Word, Engineering, Strategic Planning, Mineral Exploration, Business Strategy, Minerals, PowerPoint, New Business Development, Project Management, English, Negotiation, Business Planning, Due Diligence, Market Research
Education
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master's Degree, Master of Arts (MA), International Studies
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
The George Washington University 1996 — 2000
BBA, Finance and International Business
DuPont 2014 - Present
Eli Lilly and Company May 2013 - August 2013
Ingetrol Ltda. April 2004 - April 2012
RSM Equico June 2000 - December 2002
Skills
Mining, Geology, Gold, Microsoft Office, Drilling, Microsoft Excel, Microsoft Word, Engineering, Strategic Planning, Mineral Exploration, Business Strategy, Minerals, PowerPoint, New Business Development, Project Management, English, Negotiation, Business Planning, Due Diligence, Market Research
Education
The Lauder Institute – University of Pennsylvania 2012 — 2014
Master's Degree, Master of Arts (MA), International Studies
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.)
The George Washington University 1996 — 2000
BBA, Finance and International Business
Wyatt Haines's RSM EquiCo Experience September 2004 - December 2005
Job Vice President, Financing Strategies at POET
Industry Renewables & Environment
Experience
POET February 2013 - Present
West Corporation December 2006 - February 2013
Ag Equity Advisors November 2005 - November 2007
RSM EquiCo September 2004 - December 2005
Miller Ventures April 2002 - October 2004
Polaris Industries November 2002 - July 2003
IFL and CFL Football Leagues 2001 - 2002
Skills
Mergers, Strategic Partnerships, Due Diligence, Process Improvement, Management, Budgets, Investments, Negotiation, Business Valuation, Project Planning, Real Estate, Equities, Telecommunications
Education
The University of South Dakota 2002 — 2003
Master of Business Administration
The University of South Dakota 1998 — 2000
Bachelor of Science – Business Administration
Dakota Wesleyan University 1995 — 1998
Business / Psychology
POET February 2013 - Present
West Corporation December 2006 - February 2013
Ag Equity Advisors November 2005 - November 2007
RSM EquiCo September 2004 - December 2005
Miller Ventures April 2002 - October 2004
Polaris Industries November 2002 - July 2003
IFL and CFL Football Leagues 2001 - 2002
Skills
Mergers, Strategic Partnerships, Due Diligence, Process Improvement, Management, Budgets, Investments, Negotiation, Business Valuation, Project Planning, Real Estate, Equities, Telecommunications
Education
The University of South Dakota 2002 — 2003
Master of Business Administration
The University of South Dakota 1998 — 2000
Bachelor of Science – Business Administration
Dakota Wesleyan University 1995 — 1998
Business / Psychology
Amanda Houghton, CFA's RSM EquiCo Experience 2003 - 2004
Job Executive Vice President, Asset Management, Healthcare Trust of America, Inc.
Industry Real Estate
Experience
Healthcare Trust of America, Inc. January 2010 - Present
Glenborough 2006 - December 2009
ING Clarion 2005 - 2006
Weyerhaeuser Realty Investors 2004 - 2005
RSM EquiCo 2003 - 2004
Bernstein, Conklin and Balcome 2001 - 2002
Skills
Asset Managment, Real Estate, Asset Management, Disposition, Budgets, Real Estate Economics, Private Equity, Property Management, Contract Negotiation, Contract Management, Real Estate Development, Commercial Real Estate, Due Diligence, Leases, Brokerage, Finance, Management, Valuation, Real Estate Transactions
Education
Southern Methodist University
BBA, BA, Finance, Public Policy, International Studies, Economics
Healthcare Trust of America, Inc. January 2010 - Present
Glenborough 2006 - December 2009
ING Clarion 2005 - 2006
Weyerhaeuser Realty Investors 2004 - 2005
RSM EquiCo 2003 - 2004
Bernstein, Conklin and Balcome 2001 - 2002
Skills
Asset Managment, Real Estate, Asset Management, Disposition, Budgets, Real Estate Economics, Private Equity, Property Management, Contract Negotiation, Contract Management, Real Estate Development, Commercial Real Estate, Due Diligence, Leases, Brokerage, Finance, Management, Valuation, Real Estate Transactions
Education
Southern Methodist University
BBA, BA, Finance, Public Policy, International Studies, Economics
Eugene Ngo's RSM EquiCo Experience November 2002 - August 2005
Job Senior Software Engineer at Kelly Blue Book
Industry Computer Software
Experience
Kelley Blue Book March 2012 - Present
Experian February 2011 - March 2012
Smith Micro Software September 2006 - February 2011
CSAA October 2005 - September 2006
RSM Equico November 2002 - August 2005
Skills
C#, Requirements Analysis, Microsoft SQL Server, CRM, VB.NET, Quality Assurance, Agile Methodologies, Web Design, Software Development, Scrum, XML, SDLC, Databases, Software Engineering, SQL, CSS, Software Project..., Software Quality...
Education
California State University-Fullerton 2005 — 2007
MSE, Software Engineering
University of California, Irvine 1994 — 1998
B.S., Economics
Kelley Blue Book March 2012 - Present
Experian February 2011 - March 2012
Smith Micro Software September 2006 - February 2011
CSAA October 2005 - September 2006
RSM Equico November 2002 - August 2005
Skills
C#, Requirements Analysis, Microsoft SQL Server, CRM, VB.NET, Quality Assurance, Agile Methodologies, Web Design, Software Development, Scrum, XML, SDLC, Databases, Software Engineering, SQL, CSS, Software Project..., Software Quality...
Education
California State University-Fullerton 2005 — 2007
MSE, Software Engineering
University of California, Irvine 1994 — 1998
B.S., Economics
Blake Ostler's RSM EquiCo Experience May 2004 - August 2005
Job Commercial Loan Officer at Bank of Utah
Industry Financial Services
Experience
Bank of Utah October 2008 - Present
Citi August 2005 - October 2008
RSM EquiCo May 2004 - August 2005
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Credit, Financial Analysis, Credit Risk, Credit Analysis, Underwriting
Education
Utah State University 2011 — 2013
Graduate, MBA
Brigham Young University 2002 — 2004
B.S., Finance
Weber State University 1998 — 2000
A.S., General Studies
Bank of Utah October 2008 - Present
Citi August 2005 - October 2008
RSM EquiCo May 2004 - August 2005
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Credit, Financial Analysis, Credit Risk, Credit Analysis, Underwriting
Education
Utah State University 2011 — 2013
Graduate, MBA
Brigham Young University 2002 — 2004
B.S., Finance
Weber State University 1998 — 2000
A.S., General Studies
Larry London's RSM EquiCo Experience 2001 - 2005
Job Success Developer at Goals Get it!
Industry Health, Wellness and Fitness
Experience
Goals Get it! September 2004 - Present
The Business Growth Coach 2005 - 2010
RSM Equico 2001 - 2005
Geneva Corp 1987 - 1999
Skills
Coaching, Personal Development, Wellness, Mergers & Acquisitions, Entrepreneurship, Leadership Development, Executive Coaching, Marketing, Experienced Speaker, Small Business, Business Planning, Program Management, Strategy, Marketing Strategy, Corporate Development, New Business Development, Sales, Team Building, Business Development, Fundraising, Public Speaking, Change Management, Leadership, Start-ups, Organizational...
Education
Miami University
Goals Get it! September 2004 - Present
The Business Growth Coach 2005 - 2010
RSM Equico 2001 - 2005
Geneva Corp 1987 - 1999
Skills
Coaching, Personal Development, Wellness, Mergers & Acquisitions, Entrepreneurship, Leadership Development, Executive Coaching, Marketing, Experienced Speaker, Small Business, Business Planning, Program Management, Strategy, Marketing Strategy, Corporate Development, New Business Development, Sales, Team Building, Business Development, Fundraising, Public Speaking, Change Management, Leadership, Start-ups, Organizational...
Education
Miami University
Cheryl Schramm's RSM EquiCo Experience 2003 - 2003
Job Vice President Finance at Heidelberg Engineering
Industry Medical Devices
Experience
Heidelberg Engineering July 2011 - Present
Candlelight Corporation December 2004 - July 2011
Q5 Group (A Premier Alliance Group Company) September 2003 - July 2011
The Burnham Institute April 2001 - January 2003
RSM Equico 2003 - 2003
Kinzan, Inc. January 2000 - April 2001
Calcomp 1997 - January 2000
Titan Corporation 1994 - 1997
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Analysis, Finance, Project Management, Business Planning, Internal Controls, Financial Reporting, Internal Audit, GAAP, Sarbanes-Oxley, Budgets, Management, Strategic Planning, Financial Statements, Revenue Recognition, SEC filings, Project Planning, Financial Planning, Strategic Financial..., Forecasting, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
San Diego State University-California State University
B.S., Accounting
Heidelberg Engineering July 2011 - Present
Candlelight Corporation December 2004 - July 2011
Q5 Group (A Premier Alliance Group Company) September 2003 - July 2011
The Burnham Institute April 2001 - January 2003
RSM Equico 2003 - 2003
Kinzan, Inc. January 2000 - April 2001
Calcomp 1997 - January 2000
Titan Corporation 1994 - 1997
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Analysis, Finance, Project Management, Business Planning, Internal Controls, Financial Reporting, Internal Audit, GAAP, Sarbanes-Oxley, Budgets, Management, Strategic Planning, Financial Statements, Revenue Recognition, SEC filings, Project Planning, Financial Planning, Strategic Financial..., Forecasting, Mergers & Acquisitions
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
San Diego State University-California State University
B.S., Accounting
Dana Lyons, PHR's RSM EquiCo Experience November 2006 - May 2007
Job Account Executive at CBIZ
Industry Human Resources
Experience
CBIZ May 2012 - Present
CBIZ B & I September 2007 - Present
RSM EquiCo November 2006 - May 2007
GE Engine Services 1988 - 2003
Skills
Benefits Administration, Employee Relations, Talent Management, Employee Benefits, Human Resources, HRIS, Strategic Planning, FMLA, Leadership, Onboarding, Performance Management, Management, Process Improvement, Recruiting, Employee Engagement, Succession Planning, Talent Acquisition, Personnel Management, Organizational..., Deferred Compensation, New Hire Orientations, Applicant Tracking..., Organizational Design, Job Descriptions, Hiring, HR Consulting, Payroll, College Recruiting, Temporary Placement, Workers Compensation, Interviews, Technical Recruiting
Education
Barry University 1997 — 2000
HR Management, Human Resources
CBIZ May 2012 - Present
CBIZ B & I September 2007 - Present
RSM EquiCo November 2006 - May 2007
GE Engine Services 1988 - 2003
Skills
Benefits Administration, Employee Relations, Talent Management, Employee Benefits, Human Resources, HRIS, Strategic Planning, FMLA, Leadership, Onboarding, Performance Management, Management, Process Improvement, Recruiting, Employee Engagement, Succession Planning, Talent Acquisition, Personnel Management, Organizational..., Deferred Compensation, New Hire Orientations, Applicant Tracking..., Organizational Design, Job Descriptions, Hiring, HR Consulting, Payroll, College Recruiting, Temporary Placement, Workers Compensation, Interviews, Technical Recruiting
Education
Barry University 1997 — 2000
HR Management, Human Resources
Lane Elliott's RSM EquiCo Experience 2002 - 2004
Job Senior Vice President and Director of Business Development at California Republic Bank
Industry Banking
Experience
California Republic Bank February 2012 - Present
Roth Capital Partners 2004 - 2006
RSM EquiCo 2002 - 2004
Execusite, INc. 2001 - 2002
MyNetMedia, Inc. 1999 - 2001
Tracker Technologies, Inc. 1991 - 1995
Schneider Financial Services, INc. 1986 - 1991
Ashwill Schneider Commercial Real Estate 1983 - 1986
Union Bank 1979 - 1983
Skills
Due Diligence, Mergers, Private Equity, Venture Capital, Investments, Corporate Development, Valuation, Corporate Finance, Private Placements, Investment Banking, Executive Management, Mergers & Acquisitions, Business Development, Loans, Real Estate, Acquisitions, Asset Management, Credit, Securities, Portfolio Management, Financial Structuring, Banking, Management, Finance, Financial Modeling, Business Strategy, Financial Analysis
Education
California State University-Los Angeles 1963 — 1966
Bachelor of Arts (B.A.), Accounting & Finance
California Republic Bank February 2012 - Present
Roth Capital Partners 2004 - 2006
RSM EquiCo 2002 - 2004
Execusite, INc. 2001 - 2002
MyNetMedia, Inc. 1999 - 2001
Tracker Technologies, Inc. 1991 - 1995
Schneider Financial Services, INc. 1986 - 1991
Ashwill Schneider Commercial Real Estate 1983 - 1986
Union Bank 1979 - 1983
Skills
Due Diligence, Mergers, Private Equity, Venture Capital, Investments, Corporate Development, Valuation, Corporate Finance, Private Placements, Investment Banking, Executive Management, Mergers & Acquisitions, Business Development, Loans, Real Estate, Acquisitions, Asset Management, Credit, Securities, Portfolio Management, Financial Structuring, Banking, Management, Finance, Financial Modeling, Business Strategy, Financial Analysis
Education
California State University-Los Angeles 1963 — 1966
Bachelor of Arts (B.A.), Accounting & Finance
Christina (Thurmond) Knigge's RSM EquiCo Experience May 2007 - August 2007
Job Assistant Buyer Girls Apparel at jcpenney
Industry Retail
Experience
jcpenney February 2013 - Present
Charming Charlie March 2011 - February 2013
Charming Charlie August 2010 - March 2011
McGladrey Capital Markets May 2009 - August 2009
The Richards Group January 2009 - May 2009
Willow Bend Capital Management, LLC May 2008 - August 2008
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2008 - August 2008
RSM EquiCo May 2007 - August 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Marketing, Sociology
jcpenney February 2013 - Present
Charming Charlie March 2011 - February 2013
Charming Charlie August 2010 - March 2011
McGladrey Capital Markets May 2009 - August 2009
The Richards Group January 2009 - May 2009
Willow Bend Capital Management, LLC May 2008 - August 2008
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2008 - August 2008
RSM EquiCo May 2007 - August 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2008
BBA, Marketing, Sociology
Courtney Degener's RSM EquiCo Experience 2002 - 2003
Job Communications & Investor Relations Executive
Industry Renewables & Environment
Experience
Cadiz Inc. October 2003 - Present
RSM McGladrey 2002 - 2003
RSM EquiCo 2002 - 2003
Skills
Investor Relations, Corporate Communications, Strategic Planning, Media Relations, Analysis, Public Speaking, Management, Project Management, Community Outreach, Program Management, Budgets, Marketing Communications, Public Relations, Marketing, Social Media, Strategy, Policy Analysis
Education
University of Southern California 2000 — 2002
M.A., International Relations
University of California, Los Angeles 1994 — 1998
B.A., Political Science, German
Cadiz Inc. October 2003 - Present
RSM McGladrey 2002 - 2003
RSM EquiCo 2002 - 2003
Skills
Investor Relations, Corporate Communications, Strategic Planning, Media Relations, Analysis, Public Speaking, Management, Project Management, Community Outreach, Program Management, Budgets, Marketing Communications, Public Relations, Marketing, Social Media, Strategy, Policy Analysis
Education
University of Southern California 2000 — 2002
M.A., International Relations
University of California, Los Angeles 1994 — 1998
B.A., Political Science, German
Christine Lyew, PMP's RSM EquiCo Experience August 2003 - April 2004
Job Information Systems Analyst at Broward County Government
Industry Computer Software
Experience
Broward County Government January 2014 - Present
DrewLine, LLC January 2009 - June 2010
Broward County's Office of Information Technology June 2005 - March 2006
Broward County April 2004 - June 2005
RSM Equico August 2003 - April 2004
MediaBrains, Inc January 2000 - October 2001
Innovex Group, Inc. (Citrix Systems, Inc) March 1997 - December 1999
Marsh and McLennan Companies September 1994 - March 1997
Skills
Disaster Recovery, SDLC, Software Development, SQL, Project Management, ERP, Microsoft SQL Server, Software Implementation, Requirements Gathering, Change Management, Data Manipulation, Business Analysis, Crystal Reports, SharePoint, Risk Assessment, Contract Negotiation, Databases, Fortis, BIRT, Maximo, Oracle Database, Visio
Education
Pace University 1990 — 1994
Bachelors, Management Science, Mathematics
Broward County Government January 2014 - Present
DrewLine, LLC January 2009 - June 2010
Broward County's Office of Information Technology June 2005 - March 2006
Broward County April 2004 - June 2005
RSM Equico August 2003 - April 2004
MediaBrains, Inc January 2000 - October 2001
Innovex Group, Inc. (Citrix Systems, Inc) March 1997 - December 1999
Marsh and McLennan Companies September 1994 - March 1997
Skills
Disaster Recovery, SDLC, Software Development, SQL, Project Management, ERP, Microsoft SQL Server, Software Implementation, Requirements Gathering, Change Management, Data Manipulation, Business Analysis, Crystal Reports, SharePoint, Risk Assessment, Contract Negotiation, Databases, Fortis, BIRT, Maximo, Oracle Database, Visio
Education
Pace University 1990 — 1994
Bachelors, Management Science, Mathematics
Jenny Contant's RSM EquiCo Experience May 2004 - September 2005
Job Online Writing Instructor at Southern New Hampshire University
Industry Primary/Secondary Education
Experience
Southern New Hampshire University January 2012 - Present
Northwood High School, Irvine Unified School District September 2006 - June 2011
RSM EquiCo May 2004 - September 2005
Skills
Teaching Writing, Editing, Tutoring, Curriculum Design, Curriculum Development, Teaching, Proofreading, Copy Editing, Literature, Creative Writing
Education
University of California, Irvine 2006 — 2008
MA, English
University of California, Irvine 2005 — 2006
Single Subject Teaching Credential, English
University of Southern California 2000 — 2004
BA, English; Journalism
Southern New Hampshire University January 2012 - Present
Northwood High School, Irvine Unified School District September 2006 - June 2011
RSM EquiCo May 2004 - September 2005
Skills
Teaching Writing, Editing, Tutoring, Curriculum Design, Curriculum Development, Teaching, Proofreading, Copy Editing, Literature, Creative Writing
Education
University of California, Irvine 2006 — 2008
MA, English
University of California, Irvine 2005 — 2006
Single Subject Teaching Credential, English
University of Southern California 2000 — 2004
BA, English; Journalism
Phyllis Blasingham's RSM EquiCo Experience October 2003 - July 2006
Job Managing Director Business Development at The March Group
Industry Financial Services
Experience
Castle Crow & Company, LLC May 2013 - Present
RSM EquiCo October 2003 - July 2006
Geneva COMPANIES August 1992 - June 2003
Skills
telesales, computer proficiency, Telemarketing, Management, Salesforce.com, Business Analysis, Business Development, Customer Experience, CRM, Business
Education
CSUN
BA, Sociolgy/Education
Cal State Dominguez Hills
Paralegal Certificate
Castle Crow & Company, LLC May 2013 - Present
RSM EquiCo October 2003 - July 2006
Geneva COMPANIES August 1992 - June 2003
Skills
telesales, computer proficiency, Telemarketing, Management, Salesforce.com, Business Analysis, Business Development, Customer Experience, CRM, Business
Education
CSUN
BA, Sociolgy/Education
Cal State Dominguez Hills
Paralegal Certificate
Monica Stewart's RSM EquiCo Experience June 2003 - October 2005
Job Escrow Officer at First American Title
Industry Real Estate
Experience
First American Title March 2015 - Present
First American Title Company October 2005 - September 2013
RSM Equico June 2003 - October 2005
Skills
REO, Real Estate, Real Estate Transactions, Title Insurance, Short Sales, Refinance, Loans, Escrow, Closings, Resellers, 1031 Exchanges, Foreclosures, FHA, HUD, Reverse Mortgages
Education
California State University-Fullerton 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.4
First American Title March 2015 - Present
First American Title Company October 2005 - September 2013
RSM Equico June 2003 - October 2005
Skills
REO, Real Estate, Real Estate Transactions, Title Insurance, Short Sales, Refinance, Loans, Escrow, Closings, Resellers, 1031 Exchanges, Foreclosures, FHA, HUD, Reverse Mortgages
Education
California State University-Fullerton 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General, 3.4
Jorge Parola's RSM EquiCo Experience 2004 - 2005
Job Director, Sales Operations at SenoRx, Inc.
Industry Medical Devices
Experience
SenoRx December 2008 - Present
InSight Health Corp. June 2005 - December 2008
RSM EquiCo 2004 - 2005
AT&T Wireless 1998 - 2003
B/E Aerospace 1996 - 1998
Toshiba America Medical Systems 1988 - 1996
Education
University of California, Berkeley 1972 — 1978
B.A.
University of California, Irvine - The Paul Merage School of Business
MBA
SenoRx December 2008 - Present
InSight Health Corp. June 2005 - December 2008
RSM EquiCo 2004 - 2005
AT&T Wireless 1998 - 2003
B/E Aerospace 1996 - 1998
Toshiba America Medical Systems 1988 - 1996
Education
University of California, Berkeley 1972 — 1978
B.A.
University of California, Irvine - The Paul Merage School of Business
MBA
Christopher Reale's RSM EquiCo Experience January 2001 - January 2006
Job Partner/owner at Rosewood Investments
Industry Real Estate
Experience
Rosewood Investments 1982 - Present
Volvo Rents Hawaii 2005 - 2010
RSM Equico January 2001 - January 2006
Equico 2000 - 2005
Bank of America January 1993 - January 2001
Skills
Investment Banking, New Business Development, International Business, Precious Metals, Banking, Chemicals, Oil/Gas, Oilfield Services, Budgets, Leases, Commercial Real Estate, Competitive Analysis, Investment Properties, Strategic Planning, Investors, Venture Capital, Selling, Strategic Financial..., Executive Management, Oilfield, Financial Modeling, Sellers, Real Estate Development, Business Strategy, Real Estate Transactions, Negotiation, Luxury, Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Real Estate, Corporate Finance, Business Planning, Entrepreneurship, Joint Ventures, Start-ups, Business Acquisition
Education
Harvard Law School
Certificate, Negotiations
Southern Methodist University
Bachelor of Science (BS), Business and International Business
Southern Methodist University
Bachelor's degree, Intl Bus, English
Trinity School
Rosewood Investments 1982 - Present
Volvo Rents Hawaii 2005 - 2010
RSM Equico January 2001 - January 2006
Equico 2000 - 2005
Bank of America January 1993 - January 2001
Skills
Investment Banking, New Business Development, International Business, Precious Metals, Banking, Chemicals, Oil/Gas, Oilfield Services, Budgets, Leases, Commercial Real Estate, Competitive Analysis, Investment Properties, Strategic Planning, Investors, Venture Capital, Selling, Strategic Financial..., Executive Management, Oilfield, Financial Modeling, Sellers, Real Estate Development, Business Strategy, Real Estate Transactions, Negotiation, Luxury, Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Real Estate, Corporate Finance, Business Planning, Entrepreneurship, Joint Ventures, Start-ups, Business Acquisition
Education
Harvard Law School
Certificate, Negotiations
Southern Methodist University
Bachelor of Science (BS), Business and International Business
Southern Methodist University
Bachelor's degree, Intl Bus, English
Trinity School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY