Shorebank Advisory Services

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Shorebank Advisory Services Employees

Employee
Years
Job
Industry
Diane Moody Diane Moody Port Townsend, Washington Details
Diane Moody's Shorebank Advisory Services Experience January 1993 - December 1995
Job Business & Community Dev. Professional carefully guiding businesses & complex projects to their intended success.
Industry Nonprofit Organization Management
Experience
Fort Worden Public Development Authority (FWPDA)   2015 - Present
CRAFT3 (Formerly Shorebank Enterprise Pacific)   January 2005 - May 2008
CRAFT3 (Formerly Shorebank Enterprise Pacific)   January 2000 - January 2005
CRAFT3 (Formerly Shorebank Enterprise Pacific)   January 1996 - January 2000
ShoreBank Advisory Services   January 1993 - December 1995

Skills
Management Consulting, Business Strategy, Business Development, Strategy, Project Management, New Business Development, Business Analysis, Entrepreneurship, Business Planning, Strategic Planning, Marketing Strategy, Management, Start-ups, Business Process..., Market Research, Business Intelligence, Program Management, Organizational..., Change Management, Leadership, Training, Budgets, Nonprofits

Education
Seattle Pacific University   1983 — 1987
Bachelor of Arts (B.A.), Business Administration: Finance & Psychology

Esther Park Esther Park San Francisco Bay Area Details
Esther Park's Shorebank Advisory Services Experience 2000 - 2005
Job CEO at Cienega Capital
Industry Financial Services
Experience
Cienega Capital   June 2015 - Present
Commons Stock   July 2012 - Present
Nutiva  November 2013 - Present
New Resource Bank  July 2013 - Present
Mary's Gone Crackers  November 2012 - Present
City Fresh Foods  December 2014 - Present
Permaculture Credit Union  January 2013 - September 2014
RSF Social Finance  October 2011 - June 2012
RSF Social Finance  January 2005 - June 2012
ShoreBank Advisory Services   2000 - 2005

Skills
Social Entrepreneurship, Entrepreneurship, Due Diligence, Strategic Planning, Venture Capital, Business Development, Corporate Social..., Nonprofits, Microfinance, Community Development, Start-ups, Sustainability, Business Planning, Strategic Partnerships, Philanthropy, Non-profits, Financial Modeling, Economic Development, Financial Analysis, Investments, Social Enterprise, Portfolio Management, Business Strategy, Private Equity, Management Consulting, Sustainable Business, Corporate Finance

Education
The University of Chicago   1998 — 2000
MPP, Public Policy

University of California, Berkeley   1991 — 1995
BA, Social Welfare

Gregory Ptucha Gregory Ptucha Sacramento, California Details
Gregory Ptucha's Shorebank Advisory Services Experience October 1990 - October 1996
Job Senior Agent at Overland, Pacific, & Cutler, Inc. (OPC)
Industry Real Estate
Experience
Overland, Pacific, & Cutler, Inc. (OPC)   March 2015 - Present
Sacramento Municipal Utility District (SMUD)   November 2013 - December 2014
Sacramento Housing and Redevelopment Agency  May 2013 - October 2013
Sacramento Housing and Redevelopment Agency  2005 - 2012
Sacramento Regional Transit  April 2004 - September 2005
City of Hayward  June 2004 - October 2004
Center for Urban Education about Sustainable Agriculture  July 2000 - April 2003
City of Hayward  June 1999 - July 2000
Sacramento Housing and Redevelopment Agency  July 1998 - June 1999
Shorebank Advisory Services   October 1990 - October 1996

Skills
Real estate..., Project scoping, site..., Commercial real estate..., Financial underwriting,..., Retail / commercial..., Commercial property..., Tenant Improvement..., Due Diligence, Environmental..., Right-of-Way Acquisition, Eminent Domain..., Entitlements, Environmental Impact..., Strategic Planning, Public Speaking, Report Writing, Grant Writing, Organizational..., Non-profit leadership, Budgets, Nonprofits, Economic Development, Non-profit Leadership, Project Management, Community Development, Real Estate Development, Feasibility Studies, Sustainability

Education
University of Michigan   1974 — 1976
Bachelor of Architecture (B.Arch.), Architecture & Urban Planning

Wayne State University   1972 — 1974
pre-architecture curriculum, architecture and urban planning

Shelly Herman Shelly Herman Greater Chicago Area Details
Shelly Herman's Shorebank Advisory Services Experience July 1995 - December 2004
Job Owner, Irv & Shelly's Fresh Picks
Industry Food & Beverages
Experience
Irv & Shelly's Fresh Picks   June 2006 - Present
ShoreBank Advisory Services   July 1995 - December 2004
Hudson Street Consultants   September 1991 - June 1995
Financial Services Corporation   October 1986 - September 1991

Education
Massachusetts Institute of Technology - Sloan School of Management   1984 — 1986
MBA, Finance, Economics

Brown University   1976 — 1982
Bachelors, Mathematics, Educational Studies

Anthony L. Roan Anthony L. Roan Saint Paul, Minnesota Details
Anthony L. Roan's Shorebank Advisory Services Experience 2004 - 2005
Job Financial Management Executive
Industry Higher Education
Experience
Metropolitan State University  August 2015 - Present
City Colleges of Chicago, Malcolm X College  August 2014 - August 2015
ASPIRA Incorporated of Illinois   August 2012 - October 2013
Educate Online  2011 - 2012
Safer Foundation  2007 - 2011
ShoreBank Advisory Services   2004 - 2005
La Petite Academy  2002 - 2003
Corn Products International  2000 - 2002
United States Army Reserve 472nd Chemical Battalion   December 1993 - January 2001
379th Chemical Company   1996 - 1998

Skills
Accounting, Nonprofits, Leadership, PowerPoint, Outlook, Time Management, Microsoft Excel, English, Administration, Spreadsheets, Financial Accounting, Coaching, Internal Controls, Financial Analysis, Financial Reporting, General Ledger, Customer Service, Training, Public Speaking, Management, Data Entry

Education
Governors State University   2011 — 2013
Master of Business Administration (MBA), Business Strategy

University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business   1996 — 1999
MSA, Accounting

US Army Signal Officer Basic Course, Class 02-93   1993 — 1993

University of Illinois at Chicago   1989 — 1992
Bachelor's of Science, Finance, General

Paige Chapel Paige Chapel Seattle, Washington Details
Paige Chapel's Shorebank Advisory Services Experience 1987 - 1996
Job President & CEO at Aeris
Industry Financial Services
Experience
Aeris (formerly CARS Inc)   June 2014 - Present
CARS Inc  January 2012 - June 2014
Opportunity Finance Network  January 2008 - December 2011
Independent Consultant  April 1999 - December 2007
ShoreBank Pacific  January 1997 - April 1999
ShoreBank Advisory Services   1987 - 1996

Skills
Strategy, Economic Development, Community Development, Finance, Business Strategy, Nonprofits, Affordable Housing, Loans, Microfinance, Public Speaking

Education
Northwestern University   1975 — 1978
Bachelor of Arts (BA)

Anne Fazioli-Khiari Anne Fazioli-Khiari San Francisco Bay Area Details
Anne Fazioli-Khiari's Shorebank Advisory Services Experience June 2003 - August 2003
Job
Industry Financial Services
Experience
Ubiquiti Networks  March 2014 - Present
BrightSource Energy, Inc.   March 2012 - Present
Astia  February 2013 - Present
Equidity, Inc.   July 2013 - August 2014
CompSavvy, Inc.   April 2013 - May 2014
BrightSource Energy, Inc.   June 2010 - August 2012
JP Morgan Securities, Inc.   July 2005 - May 2009
General Electric  March 2004 - December 2004
ShoreBank Advisory Services   June 2003 - August 2003
Peace Corps  1999 - 2002

Skills
Investment Banking, Equities, Corporate Finance, Financial Modeling, Emerging Markets, Venture Capital, Program Management, Energy, Financial Analysis, Strategic Planning, Management Consulting, Corporate Development, Private Equity, Project Finance, Mergers & Acquisitions, Due Diligence, IPO, Valuation, Finance, Strategy

Education
University of Pennsylvania - The Wharton School   2002 — 2004
MBA

Johns Hopkins University - School of Advanced International Studies   2003 — 2005
MAIS

University of Arizona   1994 — 1998
MSBA

Middlebury College   2009 — 2009
Language School

Amy Goodman Amy Goodman Greater Chicago Area Details
Amy Goodman's Shorebank Advisory Services Experience January 1998 - September 2002
Job Principal at AGoodman Business Operations Consulting
Industry Management Consulting
Experience
AGoodman Business Operations Consulting   May 2012 - Present
Oasis Women's Fitness & Spa   November 2002 - March 2012
ShoreBank Advisory Services   January 1998 - September 2002
U.S. Agency for International Development, New Delhi, India   October 1994 - June 1997
US Department of State, American Embassy, Bucharest, Romania   August 1989 - June 1991
Anixter Center  February 1987 - September 1988
Clausen Miller  December 1979 - January 1987

Skills
Business Planning, Financial Modeling, Coaching, Performance Improvement, Organizational Structure, Financial Structuring, Business Process..., Budget Setting, Small Business, Risk Management, Analysis, Team Building, Brand Development, Management, Financial Analysis, Strategy, Entrepreneurship, Policy, Program Management

Education
DePaul University College of Law   1976 — 1979
JD

Vassar College   1968 — 1972
Bachelor of Arts (B.A.), Psychology

Maryah Qureshi, LMFT Maryah Qureshi, LMFT Chicago, Illinois Details
Maryah Qureshi, LMFT's Shorebank Advisory Services Experience April 2004 - December 2005
Job Marital & Family Therapist at Private Practice
Industry Mental Health Care
Experience
Private Practice  June 2014 - Present
Asian Human Services, Inc.   September 2012 - September 2014
Asian Human Services  December 2009 - August 2012
Leadership Center for Asian Pacific Americans (LCAPA)   2006 - 2011
South Asian Americans Leading Together (SAALT)   2005 - 2011
South Asian Progressive Action Collective   2005 - 2011
The Family Institute at Northwestern University  November 2007 - June 2009
ShoreBank Advisory Services   April 2004 - December 2005

Education
Northwestern University   2007 — 2009
M.S., Marital and Family Therapy

The University of Chicago   2000 — 2004
B.A., Economics, Public Policy

Mindy Turbov Mindy Turbov Greater Chicago Area Details
Mindy Turbov's Shorebank Advisory Services Experience 1988 - 1989
Job Director Choice Neighborhoods at U.S. Department of Housing and Urban Development
Industry Real Estate
Experience
U.S. Department of Housing and Urban Development   April 2012 - Present
Turbov Associates, LLC   1997 - May 2012
Federal Housing Finance Board  1996 - 1997
U.S. Department of Housing and Urban Development   1993 - 1996
City of Chicago, Department of Housing  1989 - 1992
ShoreBank Advisory Services   1988 - 1989
McCormack Baron   1981 - 1988
Famicos Foundation  1980 - 1982
Cleveland City Planning Commission  1978 - 1980

Skills
Community Development, Community Outreach, Non-profits, Editing, Public Speaking, Real Estate Economics, Real Estate Development, Program Evaluation, Policy Analysis, Grant Writing, Program Development, Economic Development, Public Policy, Grants, Nonprofits, Real Estate, Leadership Development, Fundraising, Policy

Education
Harvard University, John F. Kennedy School of Government   1992 — 1993
MPA, Public Policy

University of Illinois at Urbana-Champaign
Urban Planning, Political Science