Shareholder InSite, Inc
Industry: Company
DescriptionFounded: 2008 Parent organization: IHS Markit
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Shareholder InSite, Inc Employees
Shareholder InSite, Inc February 2013 - May 2014
MedCenterDisplay October 2009 - November 2012
Client Concepts December 2003 - May 2004
ThinkingAhead (division of Southwestern Co.) January 1993 - November 2003
Southwestern Co. May 1984 - September 1992
Skills
Sales Management, New Business Development, Organizational..., Recruiting, Strategy, Start-ups, Executive Search, Management, Solution Selling, Marketing, Marketing Strategy, Sales Process, Direct Sales, Account Management, Sales, Leadership, Mergers & Acquisitions, Business Development, SaaS, Executive Management, Management Consulting, Sales Operations, Strategic Partnerships, Venture Capital, Lead Generation, Analytics, CRM, Cold Calling, Direct Marketing, Selling, Digital Media, Salesforce.com, Entrepreneurship, B2B, Strategic Planning, Enterprise Software, Finance, Sales Presentations, Financial Services, Online Marketing, Customer Acquisition, Private Equity, Competitive Analysis, Consulting, Analysis
Education
Colorado State University 1982 — 1986
Bachelor's Degree, B.S. Marketing, Minor in Music; GPA 3.00, 100% self-financed
Walt Whitman High School, Bethesda, MD 1974 — 1977
H.S. Diploma
Chaffe & Associates, Inc. April 2013 - Present
Shareholder InSite, Inc December 2011 - April 2013
Corporate Finance Associates April 2010 - September 2011
Sekisui, Inc. May 2005 - April 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Cap Table Management, Capitalization, Customer Service, Mergers & Acquisitions, Manage Client..., DCF Valuation, Equity Valuation, Venture Capital, Private Equity, Private Companies, Market Research, Report Writing
Education
The University of Memphis 2009 — 2011
M.S., Business Administration, Finance
Sewanee-The University of the South 2005 — 2009
B.A., Religion
Christian Brothers High School 2001 — 2005
High School Diploma
Shareholder InSite, Inc March 2012 - Present
Design 3000, Inc. April 1997 - March 2012
Skills
Accounting, Business and Account..., Certified in Quickbooks, Certified Database..., Venture Capital, Mergers, Finance, Microsoft Excel, Customer Service, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, GAAP, Cost Accounting, Financial Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, US GAAP, Auditing, Financial Statements, Managerial Finance, Financial Audits
Education
Volunteer State Community College 2004 — 2006
Accounting and Business/Management
UNLV 2002 — 2004
Accounting and Applied Science
Value Prism Consulting March 2014 - Present
BlackRock June 2013 - March 2014
Shareholder InSite, Inc August 2012 - April 2013
Merrill Lynch August 2011 - December 2011
Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Financial Modeling, Insurance, Portfolio Management, Economics, Securities, Risk Management, Financial Services, Mutual Funds, Microsoft Excel, Estate Planning, Asset Management, Bloomberg, Banking, Financial Planning
Education
Gonzaga University 2008 — 2012
BS, Economics and Finance
Eastside Catholic High School (College Preparatory ): 2004 - 2008 Gonzaga University Business School 2004 — 2008
Wealth Access, Inc. May 2015 - Present
Shareholder InSite, Inc February 2013 - April 2015
Private Capital Alliance February 2012 - February 2013
Madison Street Capital December 2008 - September 2011
Equine Consulting 2005 - 2008
Duo-Temp, Inc. 1997 - 2005
Sherwin Williams 1996 - 1997
Skills
Corporate Finance, Deal Structuring, Valuation, Mergers, Modeling, Capital Budgeting, Capital Raises, Debt, Operations Management, Debt Restructuring, IRR, NPV, Contract Negotiations, Corporate Lending, LBO, Sensitivity Analysis, Scenario Analysis, Credit Analysis, DCF, Mezzanine, Enterprise Valuation, Private Placements, Investment Banking, Financial Reporting, Capital Structure, Corporate Development, Negotiation, Financial Analysis, Financial Planning, Corporate Advisory, Middle Market, Working Capital..., Mergers & Acquisitions, Capital, Loans, Business Valuation, Contract Negotiation, Equities, M&A experience, Venture Capital
Education
San Diego State University-California State University
B.S., Finance
Ryan April 2015 - Present
CBIZ April 2014 - November 2014
Shareholder InSite, Inc May 2013 - April 2014
Shareholder InSite, Inc August 2012 - April 2013
Shareholder InSite, Inc August 2011 - July 2012
Saint Thomas Health Services: Center for Sleep May 2011 - August 2011
Skills
Scenario Planning, Financial Modeling, Analytics, Venture Capital, Valuation, Start-ups, Management, Financial Analysis, Portfolio Management, Cash Management, Business Valuation, Mergers
Education
Middle Tennessee State University 2007 — 2011
B.B.A., Business Finance
Ipreo November 2014 - Present
Shareholder InSite, Inc. April 2014 - November 2014
Shareholder InSite, Inc. September 2013 - April 2014
Shareholder InSite, Inc June 2013 - August 2013
Shareholder InSite, LLC May 2012 - May 2013
The Home Depot June 2008 - June 2012
SleepCenter of Middle Tennessee December 2011 - May 2012
Skills
QuickBooks, Accounting, Financial Statements, Accounts Receivable, Accounts Payable, Spreadsheets, Data Entry, Outlook, Financial Analysis, Account Reconciliation, Microsoft Excel, Financial Reporting, Analysis, Start-ups, Mergers & Acquisitions, Time Management, Due Diligence, Valuation
Education
Middle Tennessee State University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Blackman High School
Tableau Software April 2015 - Present
Tableau Software October 2014 - March 2015
Tableau Software May 2013 - October 2014
Shareholder InSite, Inc December 2012 - April 2013
Tutta Bella Neapolitan Pizzeria July 2010 - September 2012
International Financial and Insurance Services April 2009 - June 2009
Skills
Data Analysis, Customer Service, Microsoft Excel, Economics, Data Modeling, Spanish, Tableau, Finance, Restaurants, Time Management, Linear Regression, R, Social Media, Visual Analytics, Python, Salesforce.com, Pre-sales, Microsoft Office, Business Intelligence, Account Management, Analytics, Consulting, SaaS
Education
UCSD 2006 — 2010
B.S., Economics, Cognitive Science
Roosevelt High School 2002 — 2006
High School Diploma
Marketing Consultant January 2013 - Present
YapTap April 2013 - July 2014
YouScience, LLC January 2013 - April 2013
Shareholder InSite, Inc September 2011 - January 2013
Timbervest, LLC June 2010 - September 2011
Georgia House of Representatives January 2010 - April 2010
Skills
Capitalization Table..., Option Program..., Private Equity and..., Ownership Reporting, Transaction Analysis..., Scenario Planning, Term Sheet Modeling, Terminology, Private Equity, Venture Capital, Start-ups, Management, Business Development, Marketing, Strategy, Lead Generation, Leadership, Product Management, Mergers & Acquisitions, Account Management, Customer Service, Integrated Marketing
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing