St. Charles Capital
Industry: Company
DescriptionFounded: 2005 Parent organization: KPMG Corporate Finance LLC
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St. Charles Capital Employees
Employee
Years
Job
Industry
Adam Fiedor Adam Fiedor's St. Charles Capital Experience January 2012 - June 2014
Job Director Investment Banking Financial Services at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital January 2012 - June 2014
St. Charles Capital January 2010 - June 2014
St. Charles Capital January 2009 - December 2011
St. Charles Capital, LLC April 2007 - December 2008
UBS Investment Bank September 2005 - February 2007
Centennial Ventures October 2001 - June 2003
The Wallach Company June 1998 - January 2001
Skills
Mergers, Corporate Finance, Capital Markets, Valuation, Investment Banking, Equities, Leveraged Finance, Private Equity, Due Diligence, Financial Institutions, Capital, Acquisitions, Bank Mergers, Community Banking, Strategic Consulting, Bonds, Financial Transactions, Community Banks, Strategy, Mergers & Acquisitions, Strategic Planning, Portfolio Management, IPO, Finance, Financial Modeling, Financial Analysis, Financial Services
Education
Harvard Business School 2003 — 2005
MBA
University of Denver 1994 — 1998
BSBA, Economics/Finance
Stephan Tuchfeld Stephan Tuchfeld's St. Charles Capital Experience July 2010 - March 2013
Job Senior Analyst, Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
Michael Calder Michael Calder's St. Charles Capital Experience July 2012 - June 2014
Job Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
HealthCare Partners May 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
St. Charles Capital July 2012 - June 2014
CapitalValue Advisors March 2011 - April 2012
Charles Schwab December 2007 - March 2009
Charles Schwab July 2006 - December 2007
Skills
Securities Lending, Mergers, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Acquisitions, Trading, Mutual Funds, Mergers & Acquisitions, Business Valuation, Prime Brokerage, Strategy, Industry Research, Financial Markets, Capital Raising, Capital IQ, Bloomberg Terminal, DCF, LBO, Due Diligence, Corporate Finance, Capital Markets
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration, Finance
Ashley Nagaki Ashley Nagaki's St. Charles Capital Experience June 2012 - August 2012
Job Senior Consultant Telecom, Media, & Technology at FTI Consulting
Industry Financial Services
Experience
FTI Consulting July 2013 - Present
St. Charles Capital June 2012 - August 2012
GOLDMAN SACHS & CO June 2011 - August 2011
Skills
Business Strategy, Finance, Financial Modeling, Valuation, Investments, Strategic Financial..., Strategy, DCF, Microsoft Word, Capital Markets, Economics, Marketing Strategy, Sales, Investment Banking, Corporate Finance, Data Analysis, Financial Analysis, Microsoft Office, Entrepreneurship, Bloomberg, Project Management, Accounting, Research, Leadership, PowerPoint, Access, Marketing, Analytics, Financial Reporting, Portfolio Management, Customer Service, Analysis, Risk Management, Market Research, Microsoft Excel, Social Media, Bloomberg Terminal, Fixed Income, Business Development, Forecasting, Equities, Capital IQ, Financial Accounting, Private Equity, Equity Research, Financial Statement..., Mergers
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance, Accounting, Economics
Cass Business School 2011 — 2011
Study Abroad, Finance
FTI Consulting July 2013 - Present
St. Charles Capital June 2012 - August 2012
GOLDMAN SACHS & CO June 2011 - August 2011
Skills
Business Strategy, Finance, Financial Modeling, Valuation, Investments, Strategic Financial..., Strategy, DCF, Microsoft Word, Capital Markets, Economics, Marketing Strategy, Sales, Investment Banking, Corporate Finance, Data Analysis, Financial Analysis, Microsoft Office, Entrepreneurship, Bloomberg, Project Management, Accounting, Research, Leadership, PowerPoint, Access, Marketing, Analytics, Financial Reporting, Portfolio Management, Customer Service, Analysis, Risk Management, Market Research, Microsoft Excel, Social Media, Bloomberg Terminal, Fixed Income, Business Development, Forecasting, Equities, Capital IQ, Financial Accounting, Private Equity, Equity Research, Financial Statement..., Mergers
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance, Accounting, Economics
Cass Business School 2011 — 2011
Study Abroad, Finance
Michael Thomsic Michael Thomsic's St. Charles Capital Experience January 2009 - February 2011
Job Private Equity, Mergers & Acquisitions and Strategy
Industry Venture Capital & Private Equity
Experience
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Evan Lewis's St. Charles Capital Experience January 2014 - June 2014
Job Investment Banking Analyst at Pagemill Partners
Industry Investment Banking
Experience
Pagemill Partners April 2015 - Present
KPMG Corporate Finance January 2014 - March 2015
St. Charles Capital January 2014 - June 2014
MB Financial Bank June 2013 - December 2013
Brady Ware Capital May 2012 - June 2013
Skills
Corporate Finance, Financial Analysis, Investments, Financial Accounting, Mergers & Acquisitions, Investment Banking, Financial Modeling, Economics, Business Valuation, Due Diligence, Private Equity, Finance, Valuation, Banking
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Finance
Wright State University 2011 — 2012
Bachelor of Science in Business, Finance
University of Colorado at Colorado Springs
Pagemill Partners April 2015 - Present
KPMG Corporate Finance January 2014 - March 2015
St. Charles Capital January 2014 - June 2014
MB Financial Bank June 2013 - December 2013
Brady Ware Capital May 2012 - June 2013
Skills
Corporate Finance, Financial Analysis, Investments, Financial Accounting, Mergers & Acquisitions, Investment Banking, Financial Modeling, Economics, Business Valuation, Due Diligence, Private Equity, Finance, Valuation, Banking
Education
University of Dayton 2012 — 2013
Master of Business Administration (MBA), Finance
Wright State University 2011 — 2012
Bachelor of Science in Business, Finance
University of Colorado at Colorado Springs
Tim Troha Tim Troha's St. Charles Capital Experience June 2008 - Present
Job
Industry Investment Banking
Experience
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital June 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2008
MBA, Finance, Honors
Kenyon College 1995 — 1999
B.A., Economics and Political Science, cum laude
The London School of Economics and Political Science (LSE) 1997 — 1998
GC, Government
KPMG Corporate Finance LLC June 2014 - Present
St. Charles Capital June 2008 - Present
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2008
MBA, Finance, Honors
Kenyon College 1995 — 1999
B.A., Economics and Political Science, cum laude
The London School of Economics and Political Science (LSE) 1997 — 1998
GC, Government
Scott Portnoy's St. Charles Capital Experience April 2011 - September 2013
Job Business Development Associate at Fertility Lab Sciences
Industry Financial Services
Experience
Fertility Lab Sciences October 2013 - Present
St. Charles Capital April 2011 - September 2013
St. Charles Capital June 2010 - August 2010
eSwarm Inc May 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Mergers, Due Diligence, Finance, Mergers & Acquisitions
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
Universidad de Chile 2008 — 2008
General Studies in Spanish
Fertility Lab Sciences October 2013 - Present
St. Charles Capital April 2011 - September 2013
St. Charles Capital June 2010 - August 2010
eSwarm Inc May 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Mergers, Due Diligence, Finance, Mergers & Acquisitions
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, International Business
Universidad de Chile 2008 — 2008
General Studies in Spanish
Katerina Ugorets Katerina Ugorets's St. Charles Capital Experience October 2007 - September 2009
Job Credit Analysis Team Lead at Vectra Bank Colorado
Industry Investment Banking
Experience
Vectra Bank Colorado June 2013 - Present
Colorado State Bank and Trust September 2009 - May 2013
St. Charles Capital October 2007 - September 2009
University of Colorado at Denver June 2006 - August 2007
Skills
Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Valuation, Due Diligence, Finance, Private Equity, Analysis, Portfolio Management, Banking, Capital Markets, Investment Banking, Credit Analysis, Equities, Investments, Mergers & Acquisitions, Financial Reporting, Credit, Loans, Strategy
Education
University of Colorado at Denver 2007 — 2008
Masters, Finance, Graduated with a 3.7 GPA
University of Colorado Denver 2003 — 2007
Bachelors, Finance and Accounting
Vectra Bank Colorado June 2013 - Present
Colorado State Bank and Trust September 2009 - May 2013
St. Charles Capital October 2007 - September 2009
University of Colorado at Denver June 2006 - August 2007
Skills
Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Valuation, Due Diligence, Finance, Private Equity, Analysis, Portfolio Management, Banking, Capital Markets, Investment Banking, Credit Analysis, Equities, Investments, Mergers & Acquisitions, Financial Reporting, Credit, Loans, Strategy
Education
University of Colorado at Denver 2007 — 2008
Masters, Finance, Graduated with a 3.7 GPA
University of Colorado Denver 2003 — 2007
Bachelors, Finance and Accounting
Benjamin Althaus's St. Charles Capital Experience August 2008 - August 2008
Job Vice President at AEA Investors LP
Industry Financial Services
Experience
AEA Investors LP September 2011 - Present
Macquarie Capital August 2009 - August 2011
St. Charles Capital August 2008 - August 2008
Macquarie Capital June 2008 - August 2008
Sparkasse June 2007 - August 2007
Skills
Investment Banking, Private Equity, M&A experience, Capital Markets, Equities, Equity Valuation, Venture Capital, Fixed Income, Mergers & Acquisitions, Investments, Financial Modeling, Banking
Education
University of Denver - Daniels College of Business 2007 — 2009
B.S.B.A., Finance
AEA Investors LP September 2011 - Present
Macquarie Capital August 2009 - August 2011
St. Charles Capital August 2008 - August 2008
Macquarie Capital June 2008 - August 2008
Sparkasse June 2007 - August 2007
Skills
Investment Banking, Private Equity, M&A experience, Capital Markets, Equities, Equity Valuation, Venture Capital, Fixed Income, Mergers & Acquisitions, Investments, Financial Modeling, Banking
Education
University of Denver - Daniels College of Business 2007 — 2009
B.S.B.A., Finance
Laurie Gerstenkorn Laurie Gerstenkorn's St. Charles Capital Experience April 2011 - March 2015
Job Chief Financial Officer
Industry Real Estate
Experience
PorchLight Real Estate Group April 2015 - Present
St. Charles Capital April 2011 - March 2015
Alvarez and Marsal May 2008 - April 2011
AIMCO March 2007 - May 2008
AIMCO May 2005 - February 2007
Molson Coors Brewing Company December 2002 - April 2005
Pepsi Cola North America June 2001 - November 2002
Stewart's Beverages (Snapple Beverage Group) July 1998 - March 2001
Skills
Management, Team Management, P&L Management, Strategic Financial..., Financial Analysis, Finance, Budgets, Forecasting, Financial Modeling, Financial Reporting, Managerial Finance, Strategy, Accounting, Variance Analysis, Income Statement, Balance Sheet, Competitive Analysis, Essbase, Business Process..., Operations Management, Leadership, Financial Planning, Business Strategy, Due Diligence
Education
University of Northern Iowa 1997 — 1998
Wartburg College
BA
PorchLight Real Estate Group April 2015 - Present
St. Charles Capital April 2011 - March 2015
Alvarez and Marsal May 2008 - April 2011
AIMCO March 2007 - May 2008
AIMCO May 2005 - February 2007
Molson Coors Brewing Company December 2002 - April 2005
Pepsi Cola North America June 2001 - November 2002
Stewart's Beverages (Snapple Beverage Group) July 1998 - March 2001
Skills
Management, Team Management, P&L Management, Strategic Financial..., Financial Analysis, Finance, Budgets, Forecasting, Financial Modeling, Financial Reporting, Managerial Finance, Strategy, Accounting, Variance Analysis, Income Statement, Balance Sheet, Competitive Analysis, Essbase, Business Process..., Operations Management, Leadership, Financial Planning, Business Strategy, Due Diligence
Education
University of Northern Iowa 1997 — 1998
Wartburg College
BA
Monica Liley Skok Monica Liley Skok's St. Charles Capital Experience April 2006 - April 2009
Job Founder at Monica Liley Skok LLC
Industry Investment Banking
Experience
Monica Liley Skok LLC June 2011 - Present
The Colorado Education Initiative April 2011 - Present
Rootstock Solutions June 2009 - May 2011
The Colorado Health Foundation 2007 - 2010
Board of Directors - Children's Museum of Denver 2004 - 2010
St. Charles Capital April 2006 - April 2009
Denver Health Foundation 2006 - 2008
Denver Health Foundation 2006 - 2008
Green Manning & Bunch 1999 - 2006
Leadership Denver 2002 - 2003
Skills
Mergers, Philanthropy, Sustainability, Fundraising, Financial Modeling, Strategic Planning, Business Strategy, Business Planning, Valuation, Non-profits, Due Diligence, Writing, Strategy Development, Financial Analysis, Corporate Finance, Research, New Business Development, Leadership Development, Small Business, Negotiation, Coaching, Strategic Partnerships, Healthcare, Investment Banking, Mergers & Acquisitions, Strategy, Corporate Development, Nonprofits, Venture Capital
Education
University of Colorado Boulder 1992 — 1995
BA, Asian Studies and Chinese
Monica Liley Skok LLC June 2011 - Present
The Colorado Education Initiative April 2011 - Present
Rootstock Solutions June 2009 - May 2011
The Colorado Health Foundation 2007 - 2010
Board of Directors - Children's Museum of Denver 2004 - 2010
St. Charles Capital April 2006 - April 2009
Denver Health Foundation 2006 - 2008
Denver Health Foundation 2006 - 2008
Green Manning & Bunch 1999 - 2006
Leadership Denver 2002 - 2003
Skills
Mergers, Philanthropy, Sustainability, Fundraising, Financial Modeling, Strategic Planning, Business Strategy, Business Planning, Valuation, Non-profits, Due Diligence, Writing, Strategy Development, Financial Analysis, Corporate Finance, Research, New Business Development, Leadership Development, Small Business, Negotiation, Coaching, Strategic Partnerships, Healthcare, Investment Banking, Mergers & Acquisitions, Strategy, Corporate Development, Nonprofits, Venture Capital
Education
University of Colorado Boulder 1992 — 1995
BA, Asian Studies and Chinese
Josh Wheeler, CFA Josh Wheeler, CFA's St. Charles Capital Experience August 2009 - April 2010
Job Equity Research Analyst at Greenleaf Trust
Industry Financial Services
Experience
Greenleaf Trust March 2012 - Present
Morgan Stanley May 2010 - March 2012
St. Charles Capital August 2009 - April 2010
The Boston Company June 2008 - August 2008
Vectra Bank Colorado March 2003 - July 2007
AIG American General March 2002 - October 2002
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Entreprenuership
Hope College 1996 — 2000
BA, Economics
Greenleaf Trust March 2012 - Present
Morgan Stanley May 2010 - March 2012
St. Charles Capital August 2009 - April 2010
The Boston Company June 2008 - August 2008
Vectra Bank Colorado March 2003 - July 2007
AIG American General March 2002 - October 2002
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance, Accounting and Entreprenuership
Hope College 1996 — 2000
BA, Economics
Pamela Shepherd's St. Charles Capital Experience February 2006 - January 2008
Job Chief Financial Officer at The Boppy Company
Industry Venture Capital & Private Equity
Experience
The Boppy Company February 2014 - Present
Greenmont Capital Partners July 2008 - January 2014
St. Charles Capital February 2006 - January 2008
NetQuote Inc June 2004 - February 2006
Education
University of Colorado Boulder
University of Denver - Daniels College of Business
Masters, Finance
The Boppy Company February 2014 - Present
Greenmont Capital Partners July 2008 - January 2014
St. Charles Capital February 2006 - January 2008
NetQuote Inc June 2004 - February 2006
Education
University of Colorado Boulder
University of Denver - Daniels College of Business
Masters, Finance
Caitlin Podas Caitlin Podas's St. Charles Capital Experience March 2009 - May 2010
Job Registrar at Mississippi Museum of Art
Industry Museums and Institutions
Experience
Mississippi Museum of Art February 2014 - Present
Mississippi Agriculture and Forestry Museum November 2012 - January 2014
South Carolina State Museum May 2012 - October 2012
McKissick Museum June 2010 - October 2012
Los Angeles County Museum of Art June 2011 - August 2011
St. Charles Capital March 2009 - May 2010
Denver Art Museum January 2009 - May 2009
Fort Collins Museum (now the Fort Collins Museum of Discovery) August 2007 - December 2008
Richard Nixon Library and Museum June 2008 - August 2008
Newport Harbor Nautical Museum May 2007 - August 2007
Skills
Museums, Art Exhibitions, Museum Collections, History, Art History, Cataloging, Non-profits, Editing, Community Outreach, Event Planning, Museum Education, Research, Volunteer Management, Social Media, American History, Curating, Historical Research, Digitization, PastPerfect, Art Handling, Public History
Education
University of South Carolina-Columbia 2010 — 2012
Masters, Public History
Colorado State University 2004 — 2008
Bachelor of Arts, History
Lutheran High School of Orange County 2000 — 2004
Diploma
Mississippi Museum of Art February 2014 - Present
Mississippi Agriculture and Forestry Museum November 2012 - January 2014
South Carolina State Museum May 2012 - October 2012
McKissick Museum June 2010 - October 2012
Los Angeles County Museum of Art June 2011 - August 2011
St. Charles Capital March 2009 - May 2010
Denver Art Museum January 2009 - May 2009
Fort Collins Museum (now the Fort Collins Museum of Discovery) August 2007 - December 2008
Richard Nixon Library and Museum June 2008 - August 2008
Newport Harbor Nautical Museum May 2007 - August 2007
Skills
Museums, Art Exhibitions, Museum Collections, History, Art History, Cataloging, Non-profits, Editing, Community Outreach, Event Planning, Museum Education, Research, Volunteer Management, Social Media, American History, Curating, Historical Research, Digitization, PastPerfect, Art Handling, Public History
Education
University of South Carolina-Columbia 2010 — 2012
Masters, Public History
Colorado State University 2004 — 2008
Bachelor of Arts, History
Lutheran High School of Orange County 2000 — 2004
Diploma
Danny Parkinson Danny Parkinson's St. Charles Capital Experience February 2014 - June 2014
Job Senior Associate at CapitalValue Advisors
Industry Financial Services
Experience
CapitalValue Advisors March 2015 - Present
KPMG Corporate Finance LLC July 2014 - February 2015
St. Charles Capital February 2014 - June 2014
St. Charles Capital July 2011 - February 2014
CapitalValue Advisors November 2010 - July 2011
EHE International July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Finance, Microsoft Office, Investments, Due Diligence, Private Equity
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance
CapitalValue Advisors March 2015 - Present
KPMG Corporate Finance LLC July 2014 - February 2015
St. Charles Capital February 2014 - June 2014
St. Charles Capital July 2011 - February 2014
CapitalValue Advisors November 2010 - July 2011
EHE International July 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Finance, Microsoft Office, Investments, Due Diligence, Private Equity
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance
Greg Throckmorton Greg Throckmorton's St. Charles Capital Experience March 2011 - February 2012
Job Associate at Quadriga Partners
Industry Financial Services
Experience
Quadriga Partners February 2012 - Present
St. Charles Capital March 2011 - February 2012
Green Manning & Bunch December 2009 - March 2011
Headwaters MB August 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Mergers & Acquisitions, Healthcare
Education
University of Denver 2004 — 2008
Bachelor of Business Administration in Finance, Minors in Accounting and Economics
Quadriga Partners February 2012 - Present
St. Charles Capital March 2011 - February 2012
Green Manning & Bunch December 2009 - March 2011
Headwaters MB August 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Mergers & Acquisitions, Healthcare
Education
University of Denver 2004 — 2008
Bachelor of Business Administration in Finance, Minors in Accounting and Economics
Gregory Hiatrides Gregory Hiatrides's St. Charles Capital Experience May 2012 - July 2014
Job Senior Associate at Bow River Capital Partners
Industry Venture Capital & Private Equity
Experience
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Bow River Capital Partners July 2015 - Present
KPMG Corporate Finance LLC July 2014 - June 2015
St. Charles Capital May 2012 - July 2014
Meritage Funds August 2011 - December 2011
Chartis April 2009 - June 2010
Bank of Ireland December 2007 - January 2009
AllianceBernstein June 2006 - November 2007
Skills
Investment Analysis, Financial Modeling, Financial Planning, Enterprise Valuation, Business Plan..., Cash Flow Forecasting, Financial Forecasting, Capital Structure, Acquisition Analysis, Capital Budgeting, Growth plan, Business Valuation, Valuation, Due Diligence, Financial Statement..., Credit Analysis, Business Planning, Strategic Financial..., Analysis, Portfolio Management, Strategy, Finance, Investments
Education
Loyola University Maryland 2002 — 2006
B.B.A., Finance - Sellinger School of Business
University of Colorado at Denver 2010 — 2011
MBA
Kurt Wassmer Kurt Wassmer's St. Charles Capital Experience April 2012 - July 2013
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Deutsche Bank August 2013 - Present
St. Charles Capital April 2012 - July 2013
Lazard June 2011 - August 2011
Stifel Nicolaus Weisel July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Boeing May 2005 - May 2006
AXA Advisors February 2005 - May 2005
Skills
Series 63, Series 79
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Corporate Finance, Private Equity and Venture Capital
Saint Louis University 2003 — 2007
BSBA, Finance and Accounting
Joseph Maloney's St. Charles Capital Experience June 2011 - August 2011
Job MBA Candidate at Stanford University Graduate School of Business (Class of 2017)
Industry Financial Services
Experience
International Monetary Fund August 2013 - August 2015
Robert W. Baird & Co. July 2012 - August 2013
St. Charles Capital June 2011 - August 2011
Export-Import Bank of the United States August 2010 - November 2010
Opportunity International May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Grinnell College 2008 — 2012
B.A., Economics, with Honors, Phi Beta Kappa
Xavier High School 2004 — 2008
High School
International Monetary Fund August 2013 - August 2015
Robert W. Baird & Co. July 2012 - August 2013
St. Charles Capital June 2011 - August 2011
Export-Import Bank of the United States August 2010 - November 2010
Opportunity International May 2010 - August 2010
U.S. House of Representatives May 2009 - August 2009
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Grinnell College 2008 — 2012
B.A., Economics, with Honors, Phi Beta Kappa
Xavier High School 2004 — 2008
High School
Andreas W. Haug's St. Charles Capital Experience June 2013 - August 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
St. Charles Capital June 2013 - August 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Corporate Finance, Finance, Economics, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Office, Social Media, Valuation, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2014
Goldman Sachs July 2014 - Present
St. Charles Capital June 2013 - August 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Analysis, Corporate Finance, Finance, Economics, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Office, Social Media, Valuation, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2014
Molly McMahon Hollowell Molly McMahon Hollowell's St. Charles Capital Experience June 2011 - June 2014
Job Director Corporate Development at The Visuality Corporation
Industry Financial Services
Experience
The Visuality Corporation March 2015 - Present
KPMG Corporate Finance LLC June 2014 - March 2015
St. Charles Capital June 2011 - June 2014
KRG Capital February 2011 - May 2011
Hotel Restaurant Tourism Management Educational Enterprises, University of Denver October 2007 - February 2011
Skills
Corporate Finance, Financial Modeling, Strategic Planning, Valuation, Financial Analysis, Investment Banking, Mergers, Private Equity, Event Planning, Finance, Due Diligence, Acquisitions, Microsoft Excel, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2010 — 2011
M.B.A., General Business, Finance
University of Denver 2007 — 2010
B.S.B.A. & B.A., Hospitality Management, Spanish
Universidad Pablo de Olavide 2008 — 2008
B.A., Spanish language and culture studies
The Visuality Corporation March 2015 - Present
KPMG Corporate Finance LLC June 2014 - March 2015
St. Charles Capital June 2011 - June 2014
KRG Capital February 2011 - May 2011
Hotel Restaurant Tourism Management Educational Enterprises, University of Denver October 2007 - February 2011
Skills
Corporate Finance, Financial Modeling, Strategic Planning, Valuation, Financial Analysis, Investment Banking, Mergers, Private Equity, Event Planning, Finance, Due Diligence, Acquisitions, Microsoft Excel, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2010 — 2011
M.B.A., General Business, Finance
University of Denver 2007 — 2010
B.S.B.A. & B.A., Hospitality Management, Spanish
Universidad Pablo de Olavide 2008 — 2008
B.A., Spanish language and culture studies
Emily Hiza Emily Hiza's St. Charles Capital Experience May 2007 - January 2011
Job Assistant Coach at Oregon State University
Industry Education Management
Experience
Oregon State University January 2011 - Present
St. Charles Capital May 2007 - January 2011
Colorado Juniors Volleyball Club January 2005 - January 2011
Education
University of Iowa 2005 — 2009
Oregon State University January 2011 - Present
St. Charles Capital May 2007 - January 2011
Colorado Juniors Volleyball Club January 2005 - January 2011
Education
University of Iowa 2005 — 2009
Chris Hwang's St. Charles Capital Experience June 2007 - January 2008
Job Vice President, Strategy, Business & Corporate Development, Advisor, Operator
Industry Internet
Experience
Pond5 July 2011 - November 2014
Jefferies & Company June 2008 - June 2011
St. Charles Capital June 2007 - January 2008
Skills
Financial Analysis, Strategic Partnerships, Business Development, Marketing, Valuation, Strategic Planning, Organizational..., Project Management, Financial Modeling, Business Strategy, Venture Capital, Start-ups, Product Management, Mergers, Entrepreneurship, Consulting, E-commerce, Analysis, Analytics, Training, Digital Media, Finance, Market Research, Mergers & Acquisitions, Private Equity, Investment Banking, Executive Management, Strategy, Management Consulting, Competitive Analysis, Sales, Corporate Development, SEO, Digital Strategy, CRM, Web Video, New Business Development, Mobile Devices, Online Advertising, Online Marketing, Business Planning, Mobile Applications, Digital Marketing, Product Marketing, Integrated Marketing, Leadership
Education
Northwestern University 2002 — 2006
Pond5 July 2011 - November 2014
Jefferies & Company June 2008 - June 2011
St. Charles Capital June 2007 - January 2008
Skills
Financial Analysis, Strategic Partnerships, Business Development, Marketing, Valuation, Strategic Planning, Organizational..., Project Management, Financial Modeling, Business Strategy, Venture Capital, Start-ups, Product Management, Mergers, Entrepreneurship, Consulting, E-commerce, Analysis, Analytics, Training, Digital Media, Finance, Market Research, Mergers & Acquisitions, Private Equity, Investment Banking, Executive Management, Strategy, Management Consulting, Competitive Analysis, Sales, Corporate Development, SEO, Digital Strategy, CRM, Web Video, New Business Development, Mobile Devices, Online Advertising, Online Marketing, Business Planning, Mobile Applications, Digital Marketing, Product Marketing, Integrated Marketing, Leadership
Education
Northwestern University 2002 — 2006
Brian Mankwitz's St. Charles Capital Experience 2005 - 2008
Job Managing Director at Mantucket Capital
Industry Venture Capital & Private Equity
Experience
Mantucket Capital January 2008 - Present
St Charles Capital 2005 - 2008
Mankwitz Kurtz Investments 2000 - 2005
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Msc, Accounting & Finance
Vanderbilt University 1996 — 2000
BS, Human & Organizational Development, Business Administration, Political Science
Mantucket Capital January 2008 - Present
St Charles Capital 2005 - 2008
Mankwitz Kurtz Investments 2000 - 2005
Education
The London School of Economics and Political Science (LSE) 2004 — 2005
Msc, Accounting & Finance
Vanderbilt University 1996 — 2000
BS, Human & Organizational Development, Business Administration, Political Science
Monica Drye, CPA, CGMA's St. Charles Capital Experience November 2009 - June 2014
Job Accountant
Industry Accounting
Experience
St. Charles Capital November 2009 - June 2014
Accellent June 2004 - July 2009
Clifton Gunderson LLP April 2001 - February 2003
Law, Redd, Crona and Munroe January 1998 - March 2001
Cohen, Rutherford, Blum and Schott January 1995 - January 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Tax Preparation, Financial Modeling, Strategic Financial..., Finance, Analysis, Auditing, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Valuation, Internal Controls
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BS, Accounting
St. Charles Capital November 2009 - June 2014
Accellent June 2004 - July 2009
Clifton Gunderson LLP April 2001 - February 2003
Law, Redd, Crona and Munroe January 1998 - March 2001
Cohen, Rutherford, Blum and Schott January 1995 - January 1998
Skills
Financial Analysis, Accounting, Financial Reporting, Tax Preparation, Financial Modeling, Strategic Financial..., Finance, Analysis, Auditing, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Valuation, Internal Controls
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1992
BS, Accounting
Ted Nash's St. Charles Capital Experience January 2008 - May 2011
Job MBA Candidate at Kellogg School of Management
Industry
Experience
DaVita June 2014 - August 2014
Smashburger June 2011 - June 2013
St. Charles Capital January 2008 - May 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA
Colorado College 2003 — 2007
Bachelor of Arts (BA), International Political Economy, Russian
DaVita June 2014 - August 2014
Smashburger June 2011 - June 2013
St. Charles Capital January 2008 - May 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
MBA
Colorado College 2003 — 2007
Bachelor of Arts (BA), International Political Economy, Russian
JC Miller's St. Charles Capital Experience 2011 - 2014
Job Associate at Quadriga Partners
Industry Investment Banking
Experience
Quadriga Partners January 2014 - Present
St. Charles Capital 2011 - 2014
Mantucket Capital January 2011 - March 2011
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Equities, Mergers, Capital IQ, Capital Markets, DCF, Equity Research, Finance, Investments, LBO, Mergers & Acquisitions, Strategic Planning
Education
University of Denver - Daniels College of Business 2009 — 2011
Master of Science, Finance
Colorado State University - College of Business 2004 — 2008
BSBA, Finance
Evergreen
Quadriga Partners January 2014 - Present
St. Charles Capital 2011 - 2014
Mantucket Capital January 2011 - March 2011
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Equities, Mergers, Capital IQ, Capital Markets, DCF, Equity Research, Finance, Investments, LBO, Mergers & Acquisitions, Strategic Planning
Education
University of Denver - Daniels College of Business 2009 — 2011
Master of Science, Finance
Colorado State University - College of Business 2004 — 2008
BSBA, Finance
Evergreen
Zach McHugh's St. Charles Capital Experience June 2011 - August 2011
Job Director of Investments at IDI Gazeley
Industry Real Estate
Experience
IDI Gazeley July 2015 - Present
KTR Capital Partners November 2013 - June 2015
BlueGate Partners, LLC June 2012 - October 2013
St. Charles Capital June 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Finance, Financial Modeling, Argus Modeling
Education
Stevens Institute of Technology 2007 — 2012
BS, Business and Technology
St. Andrews School
IDI Gazeley July 2015 - Present
KTR Capital Partners November 2013 - June 2015
BlueGate Partners, LLC June 2012 - October 2013
St. Charles Capital June 2011 - August 2011
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Finance, Financial Modeling, Argus Modeling
Education
Stevens Institute of Technology 2007 — 2012
BS, Business and Technology
St. Andrews School
Claudia Muro, M.A., LPCC's St. Charles Capital Experience May 2010 - June 2014
Job Bilingual Therapist at Community Reach Center
Industry Mental Health Care
Experience
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Community Reach Center June 2015 - Present
KPMG Corporate Finance LLC June 2014 - May 2015
Clínica Tepeyac September 2014 - April 2015
St. Charles Capital May 2010 - June 2014
Solera National Bank September 2007 - May 2010
Skills
Spanish, Banking, Microsoft Excel, Microsoft Office, Customer Service, Project Management, PowerPoint, Microsoft Word, Business Development, Financial Analysis, Finance, Strategic Planning, Financial Modeling
Education
Regis University 2012 — 2015
Master of Arts (M.A.), Clinical Counseling
Metropolitan State University of Denver
BA, Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY