Sherman & Company

Description

Parent organization: Sherman & Company Holdings LLC

Sherman & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sherman & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Sherman & Company Employees

Employee
Years
Job
Industry
Abigail Baric Abigail Baric Cary, North Carolina Details
Abigail Baric's Sherman & Company Experience June 2015 - August 2015
Job Investment Banking Intern at Sherman & Company
Industry Financial Services
Experience
Financial Management Association  April 2015 - Present
Sherman & Company   June 2015 - August 2015
Financial Management Association  August 2013 - April 2015
Blackthorn Technologies   November 2014 - December 2014
DWM Advisors, LLC  June 2014 - August 2014
Industrial Paper Products, Inc.   October 2013 - December 2013
Jimmy John's  June 2013 - October 2013

Skills
Public Speaking, Leadership, Microsoft Excel, Time Management, PowerPoint, Business Development, Customer Service, Research, Social Networking, Salesforce.com, Microsoft Word, Organization, Management, Microsoft Office, Event Planning, Microsoft Access

Education
Elon University   2012 — 2016
Major: Finance Minor: Accounting and Economics, 3.828

Cardinal Gibbons High School 2012   2008 — 2012

Gary Sherman CPA Gary Sherman CPA Greater New York City Area Details
Gary Sherman CPA's Sherman & Company Experience 1982 - 1991
Job Partner at Rosenberg Rich Baker Berman & Company
Industry Accounting
Experience
Rosenberg Rich Baker Berman & Company (RRBB)   October 2000 - Present
ZWK   1991 - 2000
Sherman & Company   1982 - 1991
Coopers & Lybrand Consulting  1980 - 1982

Skills
Auditing, Start-ups, Non-profits, Tax, Nonprofits, Tax Preparation, Accounting, Small Business, Strategic Planning, Employee Benefits, Financial Reporting, Budgets, Management, Risk Management, Financial Accounting, Strategic Financial..., QuickBooks, Mergers & Acquisitions

Education
Georgetown University - The McDonough School of Business   1977 — 1981
BSBA, Accounting

Jonathan Dayton Regional HS   1973 — 1977

J. Seth Starnes J. Seth Starnes Charlotte, North Carolina Area Details
J. Seth Starnes's Sherman & Company Experience January 2013 - April 2013
Job Products Sales and Research at NorthingtonDahlberg Research
Industry Investment Management
Experience
Northington-Dahlberg Research   April 2013 - Present
Sherman & Company   January 2013 - April 2013
Northington-Dahlberg Research   September 2012 - December 2012
Point Marketing  April 2012 - August 2012
All-Supply Inc.   March 1999 - September 2007

Skills
Equities, Financial Modeling, Technical Analysis, Candle Stick Stock..., Quantitative Research, Marketing Research, Marketing Communications, Sales Management, Fundamental Analysis, Financial Analysis, Motorcycle, Motorcycle Racer, Motorcyle Building, Investments, Analysis

Education
University of North Carolina at Charlotte   2010 — 2013
BSBA, Finance, Economics, 3.9

Sam Kramer Sam Kramer New York, New York Details
Sam Kramer's Sherman & Company Experience April 2013 - Present
Job Senior Vice President at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company   April 2013 - Present
Newman Lowther & Associates   March 2008 - March 2013
Investec Bank   October 2005 - March 2008
Centre Solutions  May 2002 - March 2005
Arthur Andersen  September 1998 - April 2002

Skills
M&A execution, M&A analysis, Corporate Development, Strategic Analysis, Reinsurance, Frontier Markets, Negotiation, Business Valuation, Financial Modeling, Corporate Finance, Turnaround / distressed..., Financial reinsurance, Agents, Cross-border M&A, Debt advisory, Financial Structuring, Market Research, Project Management, Managing General Agents, Third Party..., Commutations, Financial Statement..., Sub-Saharan Africa, South Africa, BEE Transactions, Industry analysis, Financial Analysis, Written & Oral..., Oral & Written..., Structured Finance, Competitive Analysis, Portfolio Management, Finance, Derivatives, Fixed Income, Strategy, Mergers & Acquisitions, Investment Banking

Education
McGill University   1995 — 1998
Bachelor of Commerce, Accounting & Finance

Pete Witt Pete Witt San Diego, California Details
Pete Witt's Sherman & Company Experience 2006 - 2009
Job
Industry Individual & Family Services
Experience
Self-Employed  2013 - Present
Self-Employed  2010 - 2013
Parker + Lynch  2011 - 2012
Sherman & Company   2006 - 2009
PricewaterhouseCoopers  2004 - 2006
Deloitte & Touche  2002 - 2004
Arthur Andersen  1998 - 2002

Skills
Direct Recruiting, Accounting, Tax, Big 4, CPA, Personal Financial..., Certified Financial..., Social Media Marketing, Personal Development, Home Based Business, SEO, Coaching, Recruiting, Blogging, Peak Performance, Health, Social Networking, Self Mastery, Applicant Tracking..., Auditing, Budgets, Entrepreneurship, Executive Search, Finance, Financial Analysis, Financial Planning, Financial Reporting, GAAP, Internet Recruiting, Leadership, Management, PeopleSoft, Sarbanes-Oxley, Small Business, Staffing Services, Strategic Planning, Strategy, Talent Acquisition, Tax Accounting, Temporary Placement, Time Management, US GAAP

Education
The College of New Jersey   1994 — 1998
Bachelor of Science

John Terrando John Terrando Charlotte, North Carolina Details
John Terrando's Sherman & Company Experience May 2014 - Present
Job Senior Vice President at Sherman & Company (formerly LMC Capital)
Industry Investment Banking
Experience
Sherman & Company   May 2014 - Present
West Hill Corporate Finance   April 2006 - July 2013
HSBC  March 1998 - January 2006
NatWest Markets  September 1997 - January 1998
Van Kampen Funds  December 1991 - August 1996

Skills
Mergers, Corporations, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Financial Structuring, Valuation, Financial Modeling, Investments, Venture Capital, Due Diligence, Equities, Derivatives, IPO, Mergers & Acquisitions, M&A experience, Financial Advisory, Corporate Development, Financial Services

Education
London Business School   1996 — 1997
MIF, Finance

University of Illinois at Urbana-Champaign   1987 — 1991
BA, Economics

Caitlin McLean Caitlin McLean Charlotte, North Carolina Details
Caitlin McLean's Sherman & Company Experience October 2011 - Present
Job Associate at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company   October 2011 - Present
Raymond James  August 2010 - September 2011
Wunderlich Securities  September 2009 - August 2010
KeyBanc Capital Markets  June 2008 - January 2009
NorthPointe Capital  June 2007 - August 2007

Skills
Insurance, Banking, New Business Development, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Mergers, Capital Markets, Microsoft Excel, Due Diligence, Accounting, Series 7, Series 63, Equities, Mergers & Acquisitions, Financial Services, Risk Management

Education
Albion College   2004 — 2008
Economics & Management, Economics, Finance, Spanish

Clarkston High School

Nick Falcone Nick Falcone Charlotte, North Carolina Details
Nick Falcone's Sherman & Company Experience June 2015 - Present
Job Investment Banking Analyst at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company   June 2015 - Present
Bowen Advisors  June 2014 - August 2014
Corsair Capital  September 2013 - December 2013
StartFast Venture Accelerator   May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Financial Modeling, JavaScript, SQL, Google Analytics, Stata, Bloomberg, Data Analysis, Photoshop

Education
University of Rochester   2011 — 2015
Bachelor’s Degree, Financial Economics, Computer Science Minor

Chris Whiddon Chris Whiddon Atlanta, Georgia Details
Chris Whiddon's Sherman & Company Experience February 2009 - November 2012
Job Vice President | Financial Services Group at Regions Securities
Industry Investment Banking
Experience
Regions Securities   August 2014 - Present
Archangel Specialty   January 2013 - July 2014
Sherman & Company   February 2009 - November 2012
Wells Fargo Securities  June 2007 - August 2008
Sherman & Company   June 2006 - August 2006

Skills
Investment Banking, Corporate Finance, Financial Modeling, Cash Flow Forecasting, Financial Analysis, Valuation, DCF, LBO, Capital Structure, Strategy, Value Investing, Negotiation, Property & Casualty..., Financial Statement..., Fundamental Analysis, Security Analysis, Statutory Accounting, Capital Markets, Mergers, Underwriting, Due Diligence

Education
Appalachian State University   2005 — 2007
B.S., Finance

United States Naval Academy   2002 — 2004
Political Science

Elizabeth Golden Elizabeth Golden New York, New York Details
Elizabeth Golden's Sherman & Company Experience April 2013 - Present
Job Vice President at Sherman & Company
Industry Insurance
Experience
Sherman & Company   April 2013 - Present
Sherman & Company   August 2010 - Present
MHW Capital   June 2009 - August 2009
Liberty Mutual  July 2007 - July 2008
Oxygen Insurance Brokers   September 2006 - May 2007

Education
The University of Georgia
Bachelor of Business Administration, Risk Management and Insurance

Darden Graduate School of Business Administration

Andrew Allred Andrew Allred Atlanta, Georgia Details
Andrew Allred's Sherman & Company Experience May 2012 - July 2012
Job Analyst at Jamestown
Industry Real Estate
Experience
Jamestown  July 2015 - Present
Croft & Bender  July 2013 - June 2015
University of Georgia  August 2011 - May 2013
Sherman & Company   May 2012 - July 2012

Skills
SNL, Microsoft Excel, PowerPoint, Public Speaking, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Budgets, Capital IQ, Valuation, Financial Analysis

Education
University of Georgia - Terry College of Business   2009 — 2013
Banking and Finance

Mark Watters Mark Watters Raleigh, North Carolina Details
Mark Watters's Sherman & Company Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Sherman & Company
Industry Financial Services
Experience
Sherman & Company   May 2015 - August 2015
Davidson College  January 2015 - May 2015
The Law Firm of David Watters   July 2013 - January 2015
Davidson College  August 2012 - May 2014
Camp Greystone  August 2009 - August 2013

Skills
Economics, Applied Mathematics, Microsoft Excel, Econometrics, SAS, Spanish, Statistics

Education
Davidson College   2012 — 2016
Bachelor's Degree, Economics Major, Applied Math Minor

Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Business Bridge Program

Leesville Road High School   2008 — 2012

Justin Ruchka Justin Ruchka Charlotte, North Carolina Details
Justin Ruchka's Sherman & Company Experience May 2015 - Present
Job Investment Banking Associate at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company   May 2015 - Present
Sherman & Company   June 2013 - May 2015
Sherman & Company   May 2012 - August 2012
Genbiz, LLC   April 2009 - May 2012

Skills
Microsoft Excel, PowerPoint, SNL, M&A Modeling, Strategy, Financial Modeling, Investment Banking, Mergers, Management Consulting, Mergers & Acquisitions, Public Speaking, Financial Analysis, Valuation, Corporate Finance, M&A experience, Due Diligence, Fairness Opinions, Strategic Advisory, Sell Side, Buy Side, Bloomberg

Education
Duquesne University   2010 — 2013
Bachelor of Science in Business Administration (BSBA), Finance

University of East London   2011 — 2011
Finance, Economics

Ron Fry Ron Fry Charlotte, North Carolina Details
Ron Fry's Sherman & Company Experience January 2010 - Present
Job Senior Vice President and Partner at Sherman & Company
Industry Investment Banking
Experience
Sherman & Company   January 2010 - Present
Purple Heart Homes Inc.   October 2012 - Present
Wachovia Securities, LLC  October 1998 - December 2009
US Army, Army National Guard   October 1985 - February 2006

Skills
Mergers, Business Acquisition, Corporate Finance, Underwriting, Strategic Leadership, Strategic Planning, Financial Modeling, Financial Analysis, Insurance, Financial Institutions, Financial Advisory, Corporate Advisory, Strategic Advisory, Capital Markets, Statutory Reporting, Credit Risk, Credit Portfolio..., Team Leadership, Team Building, Staff Mentoring, Contract Negotiation, Portfolio Management, Mergers & Acquisitions, Strategic Financial..., Reinsurance, Strategy, Loans, Financial Services, Finance, Valuation, Asset Management, Investment Banking, Financial Structuring, Leadership, Business Development, Due Diligence, Financial Risk, Executive Management, Management, Securities, Commercial Banking

Education
Wake Forest University - Babcock Graduate School of Management   2005 — 2007
MBA

Belmont Abbey College   1996 — 1998
BA, Business Administration

Arizona State University   1988 — 1991
Clinical Laboratory Science

Laura Nestico Laura Nestico Charlotte, North Carolina Area Details
Laura Nestico's Sherman & Company Experience May 2004 - Present
Job Vice President at Sherman & Company Holdings
Industry Investment Banking
Experience
Sherman & Company   May 2004 - Present
Sherman & Company (formerly LMC Capital)   May 2004 - January 2011

Skills
Strategic Planning, Public Speaking, Strategy, Public Relations, Media Relations, Marketing, Customer Service, Social Media

Education
Winthrop University   1978 — 1980
BA, Communications

Newberry College   1975 — 1977
Biology

Fort Mill High School

Queens University of Charlotte

Lori Jolliffe Lori Jolliffe Cleveland/Akron, Ohio Area Details
Lori Jolliffe's Sherman & Company Experience January 1994 - March 2002
Job Virtual Assistant coOwner at Your Neighborhood Assistants, LLC
Industry Accounting
Experience
Your Neighborhood Assistants, LLC   May 2007 - Present
Sherman & Company   January 1994 - March 2002

Skills
Public Relations, Customer Service, Microsoft Word, Press Releases, PowerPoint, Administrative..., Outlook, Employee Benefits, Social Media, Online Research, Training, Strategic Planning, Insurance, Process Scheduler

Education
John Carroll University   1987 — 1991
BA, English, Communications

Magnificat High School   1983 — 1987

Lainie Johnson Lainie Johnson Orange County, California Area Details
Lainie Johnson's Sherman & Company Experience 2005 - 2012
Job Senior Claims Representative for 24 Hour Fitness
Industry Insurance
Experience
Gallagher Bassett Services  April 2012 - Present
Contract Insurance Adjuster   September 1987 - Present
Sherman & Company   2005 - 2012
Contract Claims Adjuster   October 2000 - 2011
Gallagher Bassett Services  2000 - 2011

Skills
General Liability, Legal Liability, Subrogation, Casualty, Claim, Workers Compensation, Commercial Insurance, Claims Management, Liability, Property & Casualty..., Professional Liability, Commercial Lines, Property Damage, Insurance, Claim Investigation, Liability Analysis, Litigation Management, Claims Handling, Claims Resolution, Adjustments, Reinsurance, Inland Marine, General Insurance, Umbrella Insurance, Excess

Education
California State University-Sacramento
B.A., Psychology

UC San Diego
Health Sciences

Robert Zajac Robert Zajac United States Details
Robert Zajac's Sherman & Company Experience March 2012 - May 2012
Job Claims and Risk Management Professional
Industry Insurance
Experience
Sherman & Company   March 2012 - May 2012
Albertsons - Risk Managment Dept.   July 2011 - December 2011
CNA Insurance Company  June 2008 - December 2008
Lancer Claim Services   November 2007 - February 2008
Devonshire Group  October 2004 - March 2007
Aon Risk Services  September 2002 - October 2004
Bristol West Insurance Group  1999 - 2002

Skills
Insurance, Property & Casualty..., Workers Compensation, Claim, Legal Liability, Liability, Professional Liability, Underwriting, Casualty, Commercial Lines, Litigation Management, Liability Analysis, Workers' Compensation...

Education
Rhode Island College   1991 — 1994
Bachelor of Science, Business Management