Strategic Equity Group

Industry: Company

Description

Founded: 1989

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Strategic Equity Group Employees

Employee
Years
Job
Industry
Chase Hoover Chase Hoover Orange, California Details
Chase Hoover's Strategic Equity Group Experience July 2015 - Present
Job Analyst at Strategic Equity Group
Industry Investment Management
Experience
Strategic Equity Group   July 2015 - Present
KPP Financial, Inc.   February 2015 - May 2015
Sigma Alpha Epsilon Fraternity  December 2013 - January 2015
361 Capital  May 2013 - August 2013
CoBiz Wealth Management   May 2012 - August 2012

Skills
Analysis, Investments, Microsoft Excel, Financial Modeling, Wealth Management, Social Media Marketing, Finance, Budgets

Education
Chapman University   2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Emphasis, Economics Minor

Niraj Shah Niraj Shah San Francisco Bay Area Details
Niraj Shah's Strategic Equity Group Experience October 2007 - August 2008
Job Product Manager iTunes at Apple
Industry Computer Software
Experience
Apple  August 2014 - Present
Gunbygun.org   November 2013 - Present
Beats Music  May 2014 - July 2014
Monsoon Company  May 2012 - April 2014
Jixee   November 2010 - April 2012
Appregatta Technologies   November 2008 - September 2010
Strategic Equity Group   October 2007 - August 2008
Grant Thornton LLP  July 2004 - September 2007
UBS Investment Bank  2003 - 2004
Sempire Systems, Inc.   July 1999 - June 2003

Skills
SaaS, Start-ups, Entrepreneurship, Cloud Computing, Enterprise Software, Financial Modeling, Strategy, Product Management, Growth Strategies, Business Strategy, Venture Capital, Product Strategies, Business Development, Digital Strategy, Strategic Partnerships, Corporate Development, Financial Analysis, User Experience, Private Equity, Due Diligence, Product Development, Competitive Analysis, Data Analysis, Mobile Applications, Business Valuation, M&A experience, Corporate Finance, Web Applications, Mergers & Acquisitions, Mobile Devices, Software Development, Go-to-market Strategy, Web Analytics, Valuation, Mergers, Business Intelligence, Mobile Analytics, Cross-functional Team..., Management, Analytics, Product Marketing

Education
Michigan State University
Finance

Jake Himes Jake Himes Greater Los Angeles Area Details
Jake Himes's Strategic Equity Group Experience March 2013 - July 2014
Job Chief Financial Officer at Western Water Works Supply Company
Industry Wholesale
Experience
Western Water Works Supply Company  September 2015 - Present
Western Water Works Supply Company  August 2014 - August 2015
Strategic Equity Group   March 2013 - July 2014

Skills
Valuation, Financial Modeling, Research, Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office

Education
Brigham Young University   2008 — 2012
Bachelor of Science, Finance

Camron Uhr Camron Uhr Orange County, California Area Details
Camron Uhr's Strategic Equity Group Experience 2003 - 2005
Job Senior Manager at Deloitte Financial Advisory Services LLP
Industry Financial Services
Experience
Deloitte Financial Advisory Services LLP  August 2005 - Present
Strategic Equity Group   2003 - 2005

Skills
Business Valuation, Financial & Operational..., Commercial Due Diligence, M&A Modeling, M&A support, Due Diligence, Financial Modeling, Valuation

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2005 — 2008
Masters, Business Administration - Finance

University of California, Riverside   2001 — 2003

Kathryn Conner Kathryn Conner Orange County, California Area Details
Kathryn Conner's Strategic Equity Group Experience May 2012 - July 2012
Job Tax Intern at Deloitte
Industry Accounting
Experience
Deloitte  June 2015 - Present
Stella & Dot  June 2012 - June 2014
KMJ Corbin & Company, LLP   May 2013 - August 2013
Strategic Equity Group   May 2012 - July 2012
Santa Margarita Catholic High School  July 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Video Editing, Custom Facebook Pages, iMovie, Garageband, Photoshop, Marketing

Education
Brown University   2011 — 2015
Bachelor of Arts (B.A.), Economics and Sociology

Santa Margarita Catholic High School   2007 — 2011

James Belles James Belles Orange County, California Area Details
James Belles's Strategic Equity Group Experience 2003 - 2008
Job Managing Director at KPMG LLP
Industry Accounting
Experience
KPMG  July 2008 - Present
Strategic Equity Group   2003 - 2008
Deloitte  1999 - 2003

Skills
Valuation, Financial Analysis, Financial Modeling, Finance, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Management, Business Valuation

Education
California State University-Long Beach - College of Business Administration
BS, Finance

Amy Duong Amy Duong Orange County, California Area Details
Amy Duong's Strategic Equity Group Experience July 2004 - March 2007
Job Account Executive at StablePath
Industry Information Technology and Services
Experience
StablePath   October 2012 - Present
Brocade Communications, Inc  October 2008 - August 2012
CitizenHawk, Inc   March 2007 - September 2008
Strategic Equity Group   July 2004 - March 2007
CMS Products  September 2002 - March 2004

Skills
Management, Leadership, Channel, SaaS, Product Marketing, Sales Management, Salesforce.com, Solution Selling, Cloud Computing, Marketing, Enterprise Software, Sales, Channel Partners, Product Management, Lead Generation, Strategic Partnerships, Data Center, Go-to-market Strategy, Direct Sales, Storage, Professional Services

Education
California State University-Long Beach - College of Business Administration   2003 — 2005
MBA, Business Management

Lloyd Gilbert Lloyd Gilbert Greater Los Angeles Area Details
Lloyd Gilbert's Strategic Equity Group Experience 2005 - 2012
Job President at City Wide of Greater Los Angeles
Industry Real Estate
Experience
City Wide of Greater Los Angeles   2013 - Present
Lyncroft Advisors   2012 - Present
Strategic Equity Group   2005 - 2012
Koffler & Co.   2001 - 2004
Venture Development Program   1998 - 2001
Citibank  1989 - 1996

Skills
Corporate Development, Business Services, Private Equity, Mergers, Due Diligence, Valuation, Venture Capital, Strategy, Mergers & Acquisitions, Equities, Business Valuation, Private Placements, Media & Entertainment, Business Development, Securities, Investment Banking, Corporate Finance, Capital, LBO, Financial Modeling, Finance, Restructuring, Alternative Investments, Investments, M&A experience, Capital Raising, Financial Structuring, IPO

Education
UCLA Anderson School of Management   1996 — 1998
MBA, Finance & Entrepreneurship

The Johns Hopkins University   1985 — 1989
Political Science

Lindsey Montague, MBA, M.S. Lindsey Montague, MBA, M.S. Lutz, Florida Details
Lindsey Montague, MBA, M.S.'s Strategic Equity Group Experience 2002 - 2003
Job Marketing Intern
Industry Marketing and Advertising
Experience
College Hunks Hauling Junk and College Hunks Moving  November 2014 - Present
The University of Tampa  2010 - December 2014
SANDAG  2005 - 2007
hibu (previously Yellowbook USA)   2004 - 2005
Culver Careers (CulverCareers.com)   2003 - 2004
Strategic Equity Group   2002 - 2003
PulteGroup  January 2002 - May 2002

Skills
Social Networking, Marketing Strategy, Sales, Account Management, Marketing, Brand Development, Brand Awareness, Direct Sales, Key Account Acquisition..., Contract Negotiation, Leadership, Strategic Planning, Public Speaking, Microsoft Office, Financial Analysis, Customer Service, Social Media, Social Media Marketing

Education
Washington State University   2015 — 2015
Tidal Leadership

University of Tampa   2010 — 2014
Master of Business Administration (MBA) & MS Marketing, Business Administration and Management, General and Marketing

Notre Dame of Maryland University   2000 — 2002
Bachelor of Science (B.S.), Management & Marketing

Matthew Omer, CFA Matthew Omer, CFA Orange County, California Area Details
Matthew Omer, CFA's Strategic Equity Group Experience March 2008 - March 2010
Job Director Corporate Finance at Specific Media
Industry Financial Services
Experience
Viant Inc.  July 2014 - Present
Viant Inc.  March 2013 - July 2014
KPMG, LLP  July 2012 - March 2013
KPMG US  July 2011 - July 2012
KPMG US  March 2010 - July 2011
Strategic Equity Group   March 2008 - March 2010
Profit Recovery Partners  November 2006 - March 2008

Skills
Valuation, Financial Analysis, Business Valuation, Excel, Financial Modeling, Financial Reporting, Spend Analysis, Private Equity, Bloomberg, Microsoft Excel, DCF, Analysis, Finance, Investment Banking

Education
University of Arizona, Eller College of Management
Bachelor, Science Business Administration; Business Management

Harry Giang, CFA Harry Giang, CFA Irvine, California Details
Harry Giang, CFA's Strategic Equity Group Experience August 2006 - April 2011
Job Senior Manager Valuation Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP  July 2015 - Present
Ernst and Young  May 2011 - July 2015
Strategic Equity Group   August 2006 - April 2011

Education
California State Polytechnic University-Pomona
B.S., Business Administration, Concentration in Finance

Bradley Erhart Bradley Erhart Orange County, California Area Details
Bradley Erhart's Strategic Equity Group Experience July 2014 - Present
Job Investment Banking Associate at Moss Adams Capital LLC
Industry Investment Banking
Experience
Moss Adams Capital LLC  May 2015 - Present
Strategic Equity Group   July 2014 - Present
Strategic Equity Group   February 2011 - July 2014

Skills
Business Valuation, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Mergers, Fairness Opinions, Corporate Governance, Strategic Financial..., Private Equity, Equities, Investment Banking, Estate Planning, Tax, Succession Planning, ESOP, Corporate Development, Finance, Capital Markets, Mergers & Acquisitions

Education
Boston University

University of Pittsburgh

Cara Sandell Cara Sandell Temecula, California Details
Cara Sandell's Strategic Equity Group Experience August 2010 - June 2011
Job Business Owner at Freedom Vitamins, LLC.
Industry Financial Services
Experience
Freedom Vitamins, LLC.   October 2014 - Present
BJ's Restaurants, Inc.   October 2011 - October 2012
Strategic Equity Group   August 2010 - June 2011
Romano's Macaroni Grill  May 2010 - August 2010
Strategic Equity Group   January 2008 - May 2010
Walt Disney Imagineering  May 2007 - August 2007
The Cheesecake Factory  January 2001 - May 2003

Skills
Financial Modeling, Business Planning, Microsoft Excel, Forecasting, DCF, Competitive Analysis, Market Research, GAAP, CO-PA, Financial Analysis, Valuation, Corporate Finance, Business Valuation, Strategic Financial..., Financial Reporting, Management Consulting, Cash Flow, Mergers & Acquisitions, Process Improvement, Due Diligence, Analysis, Budgets, Finance, Financial Accounting, Management, P&L, Managerial Finance, Income Statement

Education
University of Southern California   2005 — 2007
BS, Business Administration

University of Southern California - Marshall School of Business   2005 — 2007
Bachelor of Science Business Administration, Finance

David Mao, CFA David Mao, CFA Greater Los Angeles Area Details
David Mao, CFA's Strategic Equity Group Experience September 2002 - September 2003
Job Senior Manager at KPMG LLP
Industry Financial Services
Experience
KPMG US  December 2013 - Present
Deloitte Financial Advisory Services LLP  November 2005 - November 2013
Gursey, Schneider & Co.   September 2003 - November 2005
Strategic Equity Group   September 2002 - September 2003
CBIZ Valuation Group  January 2001 - September 2002

Skills
Business Valuation, M&A experience, Valuation, Financial Reporting, Financial Modeling, Management Consulting, Due Diligence, Corporate Finance, SEC filings, Private Equity, Mergers & Acquisitions, US GAAP, Financial Analysis, Restructuring, Internal Controls, Sarbanes-Oxley Act

Education
Chartered Financial Analyst

University of California, Riverside

Robert Rama Robert Rama Long Beach, California Details
Robert Rama's Strategic Equity Group Experience November 2004 - July 2007
Job Corporate FP&A | Investment Banking
Industry Financial Services
Experience
Toyota Financial Services  July 2007 - Present
Strategic Equity Group   November 2004 - July 2007
Sharp Nurses, Inc.   September 1999 - November 2004
Houlihan Lokey  September 1997 - September 1999

Skills
Strategic Financial..., Finance, Forecasting, Investment Banking, Financial Reporting, Restructuring, Analysis, Risk Management, Portfolio Management, Strategy, Business Intelligence, Credit Analysis, Management, Due Diligence, Business Strategy, Managerial Finance, Private Equity, Banking, Investments, Business Planning, Start-ups, Financial Services, Mergers & Acquisitions, Capital Raising, Distressed M&A, Distressed Debt, Financial Modeling, Enterprise Valuation, Regulation D, Private Placements, DCF Valuation, Reverse Mergers, M&A experience, M&A execution, M&A analysis, International M&A, Cross-border M&A, M&A Negotiations, Analytics, Cross-functional Team..., Business Valuation, Strategic Planning, Capital Markets, Financial Planning

Education
Boston University   1993 — 1997
Bachelor of Science, Business Administration

Campbell Hall Episcopal   1988 — 1993

Chris Ober, ASA Chris Ober, ASA Orange County, California Area Details
Chris Ober, ASA's Strategic Equity Group Experience September 2003 - March 2005
Job Senior Manager at Deloitte Advisory
Industry Financial Services
Experience
Deloitte Advisory  May 2005 - Present
Strategic Equity Group   September 2003 - March 2005

Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Fair Value, Purchase Price..., Corporate Finance, Financial Reporting, Mergers, Private Equity, Start-ups, US GAAP, Financial Services, Mergers & Acquisitions, Analysis, Forecasting, SEC filings

Education
University of California, Irvine - The Paul Merage School of Business   2006 — 2008
MBA

The Ohio State University   1994 — 1999
Bachelors, Finance

AJ Minnetian AJ Minnetian Greater Los Angeles Area Details
AJ Minnetian's Strategic Equity Group Experience February 2009 - December 2009
Job Vice President of Finance at eHarmony
Industry Internet
Experience
eHarmony  September 2014 - Present
StartEngine.com   2013 - Present
PriceGrabber.com  February 2011 - September 2014
Shopzilla, Inc.   February 2010 - February 2011
Strategic Equity Group   February 2009 - December 2009
RBC Capital Markets  July 2007 - November 2008
Corning Incorporated  April 2001 - July 2002
Bear Stearns  June 2000 - September 2000

Skills
Financial Analysis, Mergers, Forecasting, Corporate Development, Budgeting, Corporate Budgeting, Strategic Planning, Internet Strategy, Capital Raising, Financial Modeling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Corporate Finance, Business Strategy, Business Planning, Due Diligence, E-commerce, Strategy, Start-ups, Business Development, Finance, Venture Capital, Valuation, Private Equity, Management, Leadership, Strategic Financial..., Analysis, Executive Management, Business Analysis, Analytics, Financial Reporting, Business Valuation, Change Management, Mobile Devices, Investment Banking, Operations Management, Negotiation, Cross-functional Team..., Variance Analysis, Market Research

Education
UCLA Anderson School of Management   2005 — 2007
MBA, Finance and Strategy

McGill University   1996 — 2001
B.Eng, Mechanical Engineering

Mark Goshgarian Mark Goshgarian Orange County, California Area Details
Mark Goshgarian's Strategic Equity Group Experience July 2005 - September 2008
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG  September 2008 - Present
KPMG China  July 2011 - June 2013
Strategic Equity Group   July 2005 - September 2008

Skills
Financial Modeling, Valuation, Business Valuation, Intangible Assets, Private Equity, Corporate Finance, M&A experience, Due Diligence, Mergers & Acquisitions, Accounting, Auditing, DCF, Finance, Financial Analysis, Financial Reporting, IFRS, Management, SEC Filings, SEC filings, Tax, US GAAP

Education
University of California, San Diego   2001 — 2005
Bachelor of Science (B.S.), Management Science

Michael T. Perez Michael T. Perez Orange County, California Area Details
Michael T. Perez's Strategic Equity Group Experience August 2015 - Present
Job Manager at Strategic Equity Group
Industry Financial Services
Experience
Strategic Equity Group   August 2015 - Present
Strategic Equity Group   June 2012 - August 2015
Strategic Equity Group   January 2011 - June 2012
Strategic Equity Group   October 2010 - January 2011
US Army  August 2000 - August 2005

Skills
Valuation, Financial Reporting, Financial Analysis, Mergers & Acquisitions, Economics, Financial Modeling, Goodwill Impairment..., Stock Compensation (ASC..., Employee Stock..., IRC (409A), Black Scholes Option..., Analysis, Due Diligence, Microsoft Excel, Corporate Finance, Business Valuation, Auditing

Education
California State Polytechnic University-Pomona
Bachelor of Science, Business Administration - Finance

Tim Knust-Graichen, CFA Tim Knust-Graichen, CFA Orange County, California Area Details
Tim Knust-Graichen, CFA's Strategic Equity Group Experience June 2008 - November 2014
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte  August 2015 - Present
Deloitte  December 2014 - July 2015
Strategic Equity Group   June 2008 - November 2014

Skills
Corporate Finance, Business Valuation, Valuation, Financial Modeling

Education
University of Southern California   2004 — 2008
Bachelor's, Business

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