The ALTA Group
Industry: Company
DescriptionFounded: 1992 Subsidiaries: The Alta Group Asset Management Practice, Kropschot Financial Services, Inc.
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The ALTA Group Employees
Employee
Years
Job
Industry
Bob Neptune Bob Neptune's The ALTA Group Experience October 2011 - Present
Job Consultant Government Leasing and Finance at The Alta Group ... Global Experience Provides Direction
Industry Financial Services
Experience
The ALTA Group October 2011 - Present
Neptune Strategies January 2009 - September 2011
De Lage Landen Public Finance 2005 - 2008
De Lage Landen Financial Services 2005 - 2008
ORIX Public Finance 2001 - 2005
Transamerica Public Finance 1999 - 2001
Heller Public Finance 1996 - 1999
Chrysler Capital corp. 1983 - 1991
Skills
Finance, Mergers, Leadership, Marketing, Loans, Business Development, Credit, Start-ups, Strategic Planning, New Business Development, Product Development, Consensus Building, Portfolio Management, Budgets, Funding, Management, Sales, Mergers & Acquisitions, Credit Risk, Management Consulting, Financial Services, Financial Analysis, Banking, Risk Management, Due Diligence, Structured Finance, Corporate Finance, Financial Structuring, Commercial Lending, Asset Management, Credit Analysis, Capital Markets, Asset Based Lending
Education
University of Oklahoma 1964 — 1969
BBA, Finance and Economics
The ALTA Group October 2011 - Present
Neptune Strategies January 2009 - September 2011
De Lage Landen Public Finance 2005 - 2008
De Lage Landen Financial Services 2005 - 2008
ORIX Public Finance 2001 - 2005
Transamerica Public Finance 1999 - 2001
Heller Public Finance 1996 - 1999
Chrysler Capital corp. 1983 - 1991
Skills
Finance, Mergers, Leadership, Marketing, Loans, Business Development, Credit, Start-ups, Strategic Planning, New Business Development, Product Development, Consensus Building, Portfolio Management, Budgets, Funding, Management, Sales, Mergers & Acquisitions, Credit Risk, Management Consulting, Financial Services, Financial Analysis, Banking, Risk Management, Due Diligence, Structured Finance, Corporate Finance, Financial Structuring, Commercial Lending, Asset Management, Credit Analysis, Capital Markets, Asset Based Lending
Education
University of Oklahoma 1964 — 1969
BBA, Finance and Economics
Chris Biggio, CPA Chris Biggio, CPA's The ALTA Group Experience January 2015 - Present
Job Managing Director Search & Consulting at The Alta Group
Industry Staffing and Recruiting
Experience
The Alta Group January 2015 - Present
Boutique Permanent Search and Interim Staffing Firm February 2003 - January 2015
KForce/Source Finance 1997 - 2002
LVMH 1995 - 1997
The Hunter Group 1991 - 1994
Skills
Career Counseling, Talent Acquisition, Recruiting, Technical Recruiting, Temporary Staffing, Resume Writing, Applicant Tracking..., Permanent Placement, Job Coaching, Talent Management, Human Resources, Benefits Negotiation, Temporary Placement, Onboarding, Management, Consulting, Finance, College Recruiting, Internet Recruiting, Staffing Services, Contract Recruitment, Sarbanes-Oxley Act, Accounting, Budgets, Financial Analysis, Forecasting, Auditing, Financial Modeling, Financial Reporting
Education
Montclair State University 1987 — 1991
Bachelors, Accounting
St. Joseph's Regional HS Montvale, NJ
The Alta Group January 2015 - Present
Boutique Permanent Search and Interim Staffing Firm February 2003 - January 2015
KForce/Source Finance 1997 - 2002
LVMH 1995 - 1997
The Hunter Group 1991 - 1994
Skills
Career Counseling, Talent Acquisition, Recruiting, Technical Recruiting, Temporary Staffing, Resume Writing, Applicant Tracking..., Permanent Placement, Job Coaching, Talent Management, Human Resources, Benefits Negotiation, Temporary Placement, Onboarding, Management, Consulting, Finance, College Recruiting, Internet Recruiting, Staffing Services, Contract Recruitment, Sarbanes-Oxley Act, Accounting, Budgets, Financial Analysis, Forecasting, Auditing, Financial Modeling, Financial Reporting
Education
Montclair State University 1987 — 1991
Bachelors, Accounting
St. Joseph's Regional HS Montvale, NJ
John Deane John Deane's The ALTA Group Experience May 1992 - Present
Job CEO of The Alta Group
Industry Financial Services
Experience
The Alta Group May 1992 - Present
Marine Bank Leasing Company 1971 - 1973
Skills
Portfolio Management, Corporate Finance, Loans, Structured Finance, Funding, Asset Based Lending, Finance, Credit, Due Diligence, Financial Structuring, Risk Management, Management Consulting, Financial Analysis, Mergers & Acquisitions, Capital Markets, Process Improvement, Business Planning, Business Strategy, Financial Services, Mergers, Banking, Executive Management, Credit Risk, Asset Management, Valuation, Credit Analysis, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1969 — 1971
Master of Business Administration (MBA), Finance, General
Denison University 1965 — 1969
Bachelor of Arts (BA), History
The Alta Group May 1992 - Present
Marine Bank Leasing Company 1971 - 1973
Skills
Portfolio Management, Corporate Finance, Loans, Structured Finance, Funding, Asset Based Lending, Finance, Credit, Due Diligence, Financial Structuring, Risk Management, Management Consulting, Financial Analysis, Mergers & Acquisitions, Capital Markets, Process Improvement, Business Planning, Business Strategy, Financial Services, Mergers, Banking, Executive Management, Credit Risk, Asset Management, Valuation, Credit Analysis, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1969 — 1971
Master of Business Administration (MBA), Finance, General
Denison University 1965 — 1969
Bachelor of Arts (BA), History
Bruce Kropschot Bruce Kropschot's The ALTA Group Experience April 1986 - Present
Job Senior Managing Director, The Alta Group
Industry Investment Banking
Experience
The Alta Group April 1986 - Present
Kropschot Financial Services April 1986 - May 2008
Skills
Mergers, Funding, Mutual Funds, Due Diligence, Financial Structuring, Structured Finance, Credit, Portfolio Management, Mergers & Acquisitions, Credit Analysis, Finance, Risk Management, Investment Banking, Loans, Financial Services, Banking, Restructuring, Capital, Financial Analysis, Strategic Financial..., Venture Capital, Loan Origination, Investments, Capital Markets, Corporate Finance, Asset Based Lending, Asset Management, Commercial Lending, Credit Risk, Valuation, Private Equity, Commercial Banking, Leveraged Finance, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1958 — 1963
BBA; MBA, Accounting and Finance
The Alta Group April 1986 - Present
Kropschot Financial Services April 1986 - May 2008
Skills
Mergers, Funding, Mutual Funds, Due Diligence, Financial Structuring, Structured Finance, Credit, Portfolio Management, Mergers & Acquisitions, Credit Analysis, Finance, Risk Management, Investment Banking, Loans, Financial Services, Banking, Restructuring, Capital, Financial Analysis, Strategic Financial..., Venture Capital, Loan Origination, Investments, Capital Markets, Corporate Finance, Asset Based Lending, Asset Management, Commercial Lending, Credit Risk, Valuation, Private Equity, Commercial Banking, Leveraged Finance, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1958 — 1963
BBA; MBA, Accounting and Finance
Melisa Carter Melisa Carter's The ALTA Group Experience 2011 - Present
Job Consultant at The Alta Group
Industry Financial Services
Experience
The Alta Group 2011 - Present
Equipment Leasing and Finance Foundation 2007 - 2013
Key Equipment Finance August 1994 - March 2010
US Leasing October 1980 - July 1994
Shannon Financial Corporation May 1975 - October 1980
Skills
Lead Generation, Marketing, Communication Training, Portfolio Management, Strategic Planning, Risk Management, Financial Analysis, Financial Services, Business Strategy
Education
St. Mary's College of California 1976 — 1978
Master, Business Administration
St. Mary's College of California 1971 — 1975
Bachelor of Arts, Business Administration
St. Mary's College of California 1971 — 1975
Bachelor of Arts, Economics
The Alta Group 2011 - Present
Equipment Leasing and Finance Foundation 2007 - 2013
Key Equipment Finance August 1994 - March 2010
US Leasing October 1980 - July 1994
Shannon Financial Corporation May 1975 - October 1980
Skills
Lead Generation, Marketing, Communication Training, Portfolio Management, Strategic Planning, Risk Management, Financial Analysis, Financial Services, Business Strategy
Education
St. Mary's College of California 1976 — 1978
Master, Business Administration
St. Mary's College of California 1971 — 1975
Bachelor of Arts, Business Administration
St. Mary's College of California 1971 — 1975
Bachelor of Arts, Economics
Andy Mesches Andy Mesches's The ALTA Group Experience March 2011 - Present
Job Director at The Alta Group
Industry Management Consulting
Experience
The Alta Group March 2011 - Present
a.g.mesches, llc May 2010 - Present
Key Equipment Finance 1997 - April 2010
KeyCorp Leasing 1995 - 1997
BancOne Leasing Corp December 1991 - April 1995
US Leasing 1981 - 1991
Skills
Credit Risk, Portfolio Management, Compliance, Equipment Management, Risk Management, Underwriting, Management Consulting, Financial Analysis, Credit, Credit Analysis, Finance, Due Diligence, Management, Sales, Leadership, Banking, Program Management, Structured Finance, Financial Risk, Corporate Finance, Loans, Mergers & Acquisitions, Relationship Management, Asset Management, Commercial Lending, Funding, Capital Markets, Commercial Banking, Financial Services, Executive Management, Syndications, Small Business Lending, Valuation, Enterprise Risk..., Strategic Financial..., Asset Based Lending, Basel II, Commercial Mortgages, Financial Modeling, Financial Structuring, Leveraged Finance, Loan Origination, Operational Risk, Restructuring
Education
State University of New York at Albany 1968 — 1969
Graduate Work in Economics
State University of New York at Buffalo 1964 — 1968
BA, Economics
The Alta Group March 2011 - Present
a.g.mesches, llc May 2010 - Present
Key Equipment Finance 1997 - April 2010
KeyCorp Leasing 1995 - 1997
BancOne Leasing Corp December 1991 - April 1995
US Leasing 1981 - 1991
Skills
Credit Risk, Portfolio Management, Compliance, Equipment Management, Risk Management, Underwriting, Management Consulting, Financial Analysis, Credit, Credit Analysis, Finance, Due Diligence, Management, Sales, Leadership, Banking, Program Management, Structured Finance, Financial Risk, Corporate Finance, Loans, Mergers & Acquisitions, Relationship Management, Asset Management, Commercial Lending, Funding, Capital Markets, Commercial Banking, Financial Services, Executive Management, Syndications, Small Business Lending, Valuation, Enterprise Risk..., Strategic Financial..., Asset Based Lending, Basel II, Commercial Mortgages, Financial Modeling, Financial Structuring, Leveraged Finance, Loan Origination, Operational Risk, Restructuring
Education
State University of New York at Albany 1968 — 1969
Graduate Work in Economics
State University of New York at Buffalo 1964 — 1968
BA, Economics
Tom Wajnert Tom Wajnert's The ALTA Group Experience January 2011 - Present
Job Senior Managing Director, The Alta Group
Industry Financial Services
Experience
The Alta Group January 2011 - Present
Wharton's Center for Financial Institutions January 2011 - Present
RAI (NYSE) and serves on Board and is Chairman of the Audit Committee at UDR (NYSE) 1999 - Present
JLG Industries 1994 - 2006
AT&T Capital Corporation (NYSE) October 1984 - December 1998
Equipment Lease and Finance Association 1996 - 1998
US Leasing International, Inc (NYSE) February 1968 - September 1984
Skills
Management, Due Diligence, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Mergers, Credit, Corporate Finance, Financial Analysis, Venture Capital, Structured Finance, Risk Management, Asset Management, Governance, Capital Markets, Funding, Strategy, Finance, Business Development, Strategic Planning, Investments
Education
Southern Methodist University - Cox School of Business 1965 — 1966
MBA, Finance
Illinois Institute of Technology 1960 — 1965
BS, Engineering/Business
The Alta Group January 2011 - Present
Wharton's Center for Financial Institutions January 2011 - Present
RAI (NYSE) and serves on Board and is Chairman of the Audit Committee at UDR (NYSE) 1999 - Present
JLG Industries 1994 - 2006
AT&T Capital Corporation (NYSE) October 1984 - December 1998
Equipment Lease and Finance Association 1996 - 1998
US Leasing International, Inc (NYSE) February 1968 - September 1984
Skills
Management, Due Diligence, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Mergers, Credit, Corporate Finance, Financial Analysis, Venture Capital, Structured Finance, Risk Management, Asset Management, Governance, Capital Markets, Funding, Strategy, Finance, Business Development, Strategic Planning, Investments
Education
Southern Methodist University - Cox School of Business 1965 — 1966
MBA, Finance
Illinois Institute of Technology 1960 — 1965
BS, Engineering/Business
Denis Stypulkoski Denis Stypulkoski's The ALTA Group Experience March 2002 - March 2004
Job Chief Information Officer Commercial Division at EverBank
Industry Financial Services
Experience
EverBank December 2013 - Present
EverBank Commercial Finance February 2010 - December 2013
Tygris Commercial Finance Group, Inc. May 2008 - March 2010
US Express Leasing March 2004 - May 2008
The Alta Group March 2002 - March 2004
Forte Solutions LLC March 2001 - March 2004
Seismiq, Inc January 2000 - February 2001
Newcourt Credit Group January 1998 - December 1999
AT&T Capital June 1991 - January 1998
AT&T Credit Corporation 1991 - 1997
Skills
Technology Innovation, Business Technology..., IT Strategy, IT Management, Credit, Finance, Information Technology, Vendor Management, Risk Management, Disaster Recovery, Business Intelligence, SDLC, Enterprise Architecture, Business Analysis, Requirements Analysis, Integration, Business Process..., Process Improvement, Business Process, Project Portfolio..., Start-ups, Financial Services, Leadership, Banking, PMO, Governance, Executive Management, Strategy, IT Leadership
Education
Seton Hall University 1980 — 1984
BS
EverBank December 2013 - Present
EverBank Commercial Finance February 2010 - December 2013
Tygris Commercial Finance Group, Inc. May 2008 - March 2010
US Express Leasing March 2004 - May 2008
The Alta Group March 2002 - March 2004
Forte Solutions LLC March 2001 - March 2004
Seismiq, Inc January 2000 - February 2001
Newcourt Credit Group January 1998 - December 1999
AT&T Capital June 1991 - January 1998
AT&T Credit Corporation 1991 - 1997
Skills
Technology Innovation, Business Technology..., IT Strategy, IT Management, Credit, Finance, Information Technology, Vendor Management, Risk Management, Disaster Recovery, Business Intelligence, SDLC, Enterprise Architecture, Business Analysis, Requirements Analysis, Integration, Business Process..., Process Improvement, Business Process, Project Portfolio..., Start-ups, Financial Services, Leadership, Banking, PMO, Governance, Executive Management, Strategy, IT Leadership
Education
Seton Hall University 1980 — 1984
BS
Dan Morse Dan Morse's The ALTA Group Experience December 2011 - Present
Job Director Practice Group Leader Healthcare at The Alta Group
Industry Financial Services
Experience
The Alta Group December 2011 - Present
FairView Advisors, LLC July 2009 - December 2011
GE Commercial Finance Healthcare Financial Services 2008 - 2008
GE Capital 2006 - 2008
GE Commercial Finance Healthcare Financial Services August 2002 - January 2006
CitiCapial May 2000 - August 2002
Copelco Capital June 1999 - June 2000
Copleco Capital March 1998 - June 1999
AT&T Capital January 1995 - February 1998
AT&T Capital January 1991 - December 1994
Skills
Portfolio Management, Loans, Mergers, Credit, Due Diligence, Risk Management, Finance, Commercial Lending, Business Planning, Forecasting, Mergers & Acquisitions, Financial Analysis, Credit Risk, Leadership, Marketing, Banking, Negotiation, Process Improvement, Credit Analysis, Financial Risk, Funding, Business Analysis, New Business Development, Business Strategy, Capital Markets, Strategy, Strategic Planning, Strategic Intelligence, Business Development, Underwriting, Private Equity, Pricing, Relationship Management, Business Process..., Investments, Financial Structuring, Executive Management, Investment Banking, Management Consulting, Start-ups, Valuation, Financial Modeling, Commercial Banking, Corporate Finance, Asset Management, Loan Origination, Structured Finance, Asset Based Lending, Management, Sales
Education
Carlinville High School
Southern Illinois University, Carbondale
BS, Marketing
Southern Illinois University, Carbondale
MBA, Finance
The Alta Group December 2011 - Present
FairView Advisors, LLC July 2009 - December 2011
GE Commercial Finance Healthcare Financial Services 2008 - 2008
GE Capital 2006 - 2008
GE Commercial Finance Healthcare Financial Services August 2002 - January 2006
CitiCapial May 2000 - August 2002
Copelco Capital June 1999 - June 2000
Copleco Capital March 1998 - June 1999
AT&T Capital January 1995 - February 1998
AT&T Capital January 1991 - December 1994
Skills
Portfolio Management, Loans, Mergers, Credit, Due Diligence, Risk Management, Finance, Commercial Lending, Business Planning, Forecasting, Mergers & Acquisitions, Financial Analysis, Credit Risk, Leadership, Marketing, Banking, Negotiation, Process Improvement, Credit Analysis, Financial Risk, Funding, Business Analysis, New Business Development, Business Strategy, Capital Markets, Strategy, Strategic Planning, Strategic Intelligence, Business Development, Underwriting, Private Equity, Pricing, Relationship Management, Business Process..., Investments, Financial Structuring, Executive Management, Investment Banking, Management Consulting, Start-ups, Valuation, Financial Modeling, Commercial Banking, Corporate Finance, Asset Management, Loan Origination, Structured Finance, Asset Based Lending, Management, Sales
Education
Carlinville High School
Southern Illinois University, Carbondale
BS, Marketing
Southern Illinois University, Carbondale
MBA, Finance
Ricardo Munoz-Medina Ricardo Munoz-Medina's The ALTA Group Experience June 2001 - January 2011
Job Partner at LEASCONSULTING
Industry Financial Services
Experience
LEASCONSULTING July 1999 - Present
The Alta Group June 2001 - January 2011
IFC - International Finance Corporation May 2005 - July 2006
AT&T Capital March 1996 - June 1999
Leasing Union S.A. October 1990 - February 1996
Leasing Grancolombiana (today Leasing Bancolombia) November 1984 - October 1990
Skills
Competitive Analysis, Financial Structuring, Credit, Risk Management, Portfolio Management, Management Consulting, Leasing, Leasing Training, Leasing Due Diligence, Leasing Business..., Funding for Leasing..., Funding, Business Strategy, Training, Finance, Leases, Corporate Finance, Structured Finance, Mergers & Acquisitions, Due Diligence, Valuation, Strategic Planning, Private Equity, Management, Asset Based Lending, Restructuring, Capital Markets, Asset Management, Financial Services, Market Analysis, Financial Analysis, Emerging Markets, Venture Capital, Banking, Project Finance, Investments, Credit Risk, Credit Analysis, Executive Management, Investment Banking, Financial Modeling, Commercial Banking, Strategic Financial..., Commercial Lending
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 1998
Advanced Strategic Plannig
Northwestern University - Kellogg School of Management 1997 — 1997
Kellogg on Marketing - Program
Columbia University - Columbia Business School 1990 — 1991
Institute of Lease Management
INALDE Business School - U. de la Sabana/ IESE Business School 1987 — 1988
PADE, Advanced Management Program
Universidad de La Salle 1981 — 1982
M.B.A., Finance
Universidad de La Salle 1968 — 1972
B.A., Economics
LEASCONSULTING July 1999 - Present
The Alta Group June 2001 - January 2011
IFC - International Finance Corporation May 2005 - July 2006
AT&T Capital March 1996 - June 1999
Leasing Union S.A. October 1990 - February 1996
Leasing Grancolombiana (today Leasing Bancolombia) November 1984 - October 1990
Skills
Competitive Analysis, Financial Structuring, Credit, Risk Management, Portfolio Management, Management Consulting, Leasing, Leasing Training, Leasing Due Diligence, Leasing Business..., Funding for Leasing..., Funding, Business Strategy, Training, Finance, Leases, Corporate Finance, Structured Finance, Mergers & Acquisitions, Due Diligence, Valuation, Strategic Planning, Private Equity, Management, Asset Based Lending, Restructuring, Capital Markets, Asset Management, Financial Services, Market Analysis, Financial Analysis, Emerging Markets, Venture Capital, Banking, Project Finance, Investments, Credit Risk, Credit Analysis, Executive Management, Investment Banking, Financial Modeling, Commercial Banking, Strategic Financial..., Commercial Lending
Education
University of California, Berkeley - Walter A. Haas School of Business 1998 — 1998
Advanced Strategic Plannig
Northwestern University - Kellogg School of Management 1997 — 1997
Kellogg on Marketing - Program
Columbia University - Columbia Business School 1990 — 1991
Institute of Lease Management
INALDE Business School - U. de la Sabana/ IESE Business School 1987 — 1988
PADE, Advanced Management Program
Universidad de La Salle 1981 — 1982
M.B.A., Finance
Universidad de La Salle 1968 — 1972
B.A., Economics
David Buser's The ALTA Group Experience 1996 - 1997
Job Principal at Mercer
Industry Computer Software
Experience
BuserNet Consulting, LLC June 2014 - Present
JoeyO's Aerial Services, LLC April 2014 - Present
Mercer 2001 - Present
BuserNet Consulting, LLC 1999 - 2001
Net-Consultants, Inc. 1998 - 1999
GRC International, Inc 1997 - 1997
The Alta Group 1996 - 1997
Skills
Objective-C, JavaScript, jQuery, MySQL, XML, XSLT, PostgreSQL, PostGIS, PHP, Apache, Linux, Oracle, C#, IIS, ASP.NET, MVC, Drupal, PL/SQL, TFS, Git, Teaching, Nginx, Team Leadership, iOS development, HTML 5, Microsoft SQL Server, ASP.NET MVC, Software Development, .NET, CSS, ASP, Web Applications, Amazon Web Services..., node.js, HTML5, iPhone development, Amazon Web Services, Awk, SQL Server, AngularJS
Education
George Mason University
Slippery Rock University of Pennsylvania
BuserNet Consulting, LLC June 2014 - Present
JoeyO's Aerial Services, LLC April 2014 - Present
Mercer 2001 - Present
BuserNet Consulting, LLC 1999 - 2001
Net-Consultants, Inc. 1998 - 1999
GRC International, Inc 1997 - 1997
The Alta Group 1996 - 1997
Skills
Objective-C, JavaScript, jQuery, MySQL, XML, XSLT, PostgreSQL, PostGIS, PHP, Apache, Linux, Oracle, C#, IIS, ASP.NET, MVC, Drupal, PL/SQL, TFS, Git, Teaching, Nginx, Team Leadership, iOS development, HTML 5, Microsoft SQL Server, ASP.NET MVC, Software Development, .NET, CSS, ASP, Web Applications, Amazon Web Services..., node.js, HTML5, iPhone development, Amazon Web Services, Awk, SQL Server, AngularJS
Education
George Mason University
Slippery Rock University of Pennsylvania
Daryl Ching, CFA's The ALTA Group Experience August 2014 - Present
Job Chief Financial Officer at Naturale Science International Inc.
Industry Internet
Experience
Naturale Science International Inc. September 2015 - Present
Super Rocket Systems Inc. April 2015 - Present
The Alta Group August 2014 - Present
Francium Corp. January 2012 - September 2014
Ubequity Capital Partners June 2011 - May 2012
NAAAP Toronto June 2009 - December 2011
Clubb Finance Corp November 2009 - October 2011
Young Professionals Association of Canada July 2003 - August 2008
Clarity Financial Strategy November 2007 - July 2008
Coventree June 2005 - September 2007
Skills
Capital Markets, Investments, Valuation, Equities, Investment Banking, Strategy, Mutual Funds, Finance, Corporate Finance, Corporate Development, Funding, Management, Due Diligence, Portfolio Management, Loans, Financial Services, Financial Modeling
Education
The University of Western Ontario - Huron University College 1997 — 2001
Honors Economics
Western University 1997 — 2001
Bayview Glen
CFA Institute
CFA Charterholder
Upper Canada College
Naturale Science International Inc. September 2015 - Present
Super Rocket Systems Inc. April 2015 - Present
The Alta Group August 2014 - Present
Francium Corp. January 2012 - September 2014
Ubequity Capital Partners June 2011 - May 2012
NAAAP Toronto June 2009 - December 2011
Clubb Finance Corp November 2009 - October 2011
Young Professionals Association of Canada July 2003 - August 2008
Clarity Financial Strategy November 2007 - July 2008
Coventree June 2005 - September 2007
Skills
Capital Markets, Investments, Valuation, Equities, Investment Banking, Strategy, Mutual Funds, Finance, Corporate Finance, Corporate Development, Funding, Management, Due Diligence, Portfolio Management, Loans, Financial Services, Financial Modeling
Education
The University of Western Ontario - Huron University College 1997 — 2001
Honors Economics
Western University 1997 — 2001
Bayview Glen
CFA Institute
CFA Charterholder
Upper Canada College
Keith Wilton's The ALTA Group Experience March 2013 - February 2014
Job Executive Vice President and Chief Operating Officer at Heritage Bank of Commerce
Industry Financial Services
Experience
Heritage Bank of Commerce February 2014 - Present
The Alta Group March 2013 - February 2014
Pacific Capital Bancorp, Santa Barbara, Ca. September 2010 - February 2013
Independent Consulting Assignments January 2008 - September 2010
Greater Bay Bank October 2002 - November 2007
Wells Fargo Bank October 2000 - October 2002
Wells Fargo Bank October 1997 - October 2000
AT&T Capital Corporation -Leasing Services September 1993 - September 1996
Skills
Financial Services, Pricing, Loans, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Small Business Lending, Asset Managment, Financial Analysis, Credit Analysis, Risk Management, Finance, Mergers & Acquisitions, Strategy, Asset Management, Executive Management, Leadership, Process Improvement, Business Process..., Management, Investments, Business Planning, Due Diligence, Business Development, Managerial Finance, Mortgage Lending, Banking, Budgets, Change Management, Treasury Management, Credit Risk, Negotiation, Loan Origination, Sales Management, Accounting, Commercial Banking
Education
University of San Francisco - School of Management 2009 — 2010
Master Certificate, Internet Marketing
Stanford University Graduate School of Business 2006 — 2006
Executive Program, General Management Strategy
The University of British Columbia 1975 — 1980
Bachelor of Commerce, Urban Land Economics and Finance
Heritage Bank of Commerce February 2014 - Present
The Alta Group March 2013 - February 2014
Pacific Capital Bancorp, Santa Barbara, Ca. September 2010 - February 2013
Independent Consulting Assignments January 2008 - September 2010
Greater Bay Bank October 2002 - November 2007
Wells Fargo Bank October 2000 - October 2002
Wells Fargo Bank October 1997 - October 2000
AT&T Capital Corporation -Leasing Services September 1993 - September 1996
Skills
Financial Services, Pricing, Loans, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Small Business Lending, Asset Managment, Financial Analysis, Credit Analysis, Risk Management, Finance, Mergers & Acquisitions, Strategy, Asset Management, Executive Management, Leadership, Process Improvement, Business Process..., Management, Investments, Business Planning, Due Diligence, Business Development, Managerial Finance, Mortgage Lending, Banking, Budgets, Change Management, Treasury Management, Credit Risk, Negotiation, Loan Origination, Sales Management, Accounting, Commercial Banking
Education
University of San Francisco - School of Management 2009 — 2010
Master Certificate, Internet Marketing
Stanford University Graduate School of Business 2006 — 2006
Executive Program, General Management Strategy
The University of British Columbia 1975 — 1980
Bachelor of Commerce, Urban Land Economics and Finance
Patricia Voorhees's The ALTA Group Experience January 2015 - Present
Job Director at The Alta Group
Industry Financial Services
Experience
The Alta Group January 2015 - Present
Coldwell Banker Commercial August 2013 - Present
TBICO (The bridge to Independence and Career opportunities) November 2003 - Present
Verus Services Group April 2013 - January 2015
Fordham University January 2012 - May 2013
GE Capital Americas October 2008 - December 2011
GE Capital Solutions February 2007 - October 2008
GE Capital Solutions January 2002 - February 2007
GE Vendor Financial Services January 1999 - January 2002
GE Vendor Financial Services January 1996 - January 1999
Skills
Pricing Strategy, Mergers, Due Diligence, Strategic Planning, Business Strategy, Cross-functional Team..., strategy development, Non-profit Board..., commercial finance, Negotiation, strategic alliances, Team Leadership, Commercial Finance, Strategy, Business Development, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Financial Modeling, Management, Leadership, Marketing, Pricing, Sales, Financial Analysis, Risk Management, Competitive Analysis
Education
Fordham University 2010 — 2013
Master of Arts (MA), Ethics and Society
Fordham University 2009 — 2013
Master of Arts (MA), Peace and Social Justice
Western Connecticut State University
B.A. Economics, Economics
The Alta Group January 2015 - Present
Coldwell Banker Commercial August 2013 - Present
TBICO (The bridge to Independence and Career opportunities) November 2003 - Present
Verus Services Group April 2013 - January 2015
Fordham University January 2012 - May 2013
GE Capital Americas October 2008 - December 2011
GE Capital Solutions February 2007 - October 2008
GE Capital Solutions January 2002 - February 2007
GE Vendor Financial Services January 1999 - January 2002
GE Vendor Financial Services January 1996 - January 1999
Skills
Pricing Strategy, Mergers, Due Diligence, Strategic Planning, Business Strategy, Cross-functional Team..., strategy development, Non-profit Board..., commercial finance, Negotiation, strategic alliances, Team Leadership, Commercial Finance, Strategy, Business Development, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Financial Modeling, Management, Leadership, Marketing, Pricing, Sales, Financial Analysis, Risk Management, Competitive Analysis
Education
Fordham University 2010 — 2013
Master of Arts (MA), Ethics and Society
Fordham University 2009 — 2013
Master of Arts (MA), Peace and Social Justice
Western Connecticut State University
B.A. Economics, Economics
RAFAEL CASTILLO-TRIANA's The ALTA Group Experience January 2000 - Present
Job CEO Latin America and Emerging Markets The Alta Group
Industry International Trade and Development
Experience
The Alta Group January 2000 - Present
FTAA CONSULTING, INC. July 1997 - Present
FTAA CONSULTING, INC. June 1997 - Present
USAID May 2014 - May 2014
Leasing Association of Kenya May 2014 - May 2014
Rail Working Group for extension of the Cape Town Convention September 2007 - December 2013
USAID February 2011 - December 2011
IFC - International Finance Corporation May 2006 - December 2010
IFC - International Finance Corporation November 2005 - December 2010
Ministry of Finance Kenya January 2010 - September 2010
Skills
Financial Regulation, Legal, International, Tax, Regulations, Valuation of Leasing..., Management of Financial..., Leasing, Valuation, Corporate Law, Finance, Credit, Portfolio Management, Asset, Management Consulting, Credit Risk, Strategy, Management, Investment Banking, Business Planning, Mergers & Acquisitions, Joint Ventures, Investments, Capital Markets, Commercial Litigation, Intellectual Property, Banking, Financial Structuring, Business Development, Due Diligence, Structured Finance, Corporate Finance, Executive Management, Emerging Markets, Risk Management
Education
Pontificia Universidad Javeriana 1974 — 1978
Juris Doctor, International Business, Trade, and Tax Law
Pontificia Universidad Javeriana 1974 — 1978
Master, Socio Economic Sciences
Universidad Javeriana 1974 — 1978
Doctor, Law
Universidad Javeriana 1974 — 1978
Doctor, Law
Univeridad 1973 — 1978
Master, Socio Economic Sciences
Colegio Helvetia 1963 — 1973
High School
Colegio Helvetia 1963 — 1973
High School
The Alta Group January 2000 - Present
FTAA CONSULTING, INC. July 1997 - Present
FTAA CONSULTING, INC. June 1997 - Present
USAID May 2014 - May 2014
Leasing Association of Kenya May 2014 - May 2014
Rail Working Group for extension of the Cape Town Convention September 2007 - December 2013
USAID February 2011 - December 2011
IFC - International Finance Corporation May 2006 - December 2010
IFC - International Finance Corporation November 2005 - December 2010
Ministry of Finance Kenya January 2010 - September 2010
Skills
Financial Regulation, Legal, International, Tax, Regulations, Valuation of Leasing..., Management of Financial..., Leasing, Valuation, Corporate Law, Finance, Credit, Portfolio Management, Asset, Management Consulting, Credit Risk, Strategy, Management, Investment Banking, Business Planning, Mergers & Acquisitions, Joint Ventures, Investments, Capital Markets, Commercial Litigation, Intellectual Property, Banking, Financial Structuring, Business Development, Due Diligence, Structured Finance, Corporate Finance, Executive Management, Emerging Markets, Risk Management
Education
Pontificia Universidad Javeriana 1974 — 1978
Juris Doctor, International Business, Trade, and Tax Law
Pontificia Universidad Javeriana 1974 — 1978
Master, Socio Economic Sciences
Universidad Javeriana 1974 — 1978
Doctor, Law
Universidad Javeriana 1974 — 1978
Doctor, Law
Univeridad 1973 — 1978
Master, Socio Economic Sciences
Colegio Helvetia 1963 — 1973
High School
Colegio Helvetia 1963 — 1973
High School
Hugh Swandel's The ALTA Group Experience September 2009 - Present
Job Senior Managing Director, Canada
Industry Financial Services
Experience
The Alta Group September 2009 - Present
Canadan Finance and Leasing Association 2009 - Present
Leasing News 2011 - Present
Swandel and Associates 2000 - Present
National Equipment Finance Association January 2009 - 2013
National Equipment and Finance Association 2008 - 2012
Jeff Hatcher Etc. 1983 - 2010
Electronic Financial Group 1999 - 2001
National Leasing Group 1989 - 1999
Skills
Funding, Commercial Lending, Credit, Portfolio Management, Loans, Finance, Mergers, Asset Based Lending, Leases, Credit Analysis, Financial Structuring, Structured Finance, Credit Risk, Commercial Finance, Due Diligence, Corporate Finance, Loan Origination, Capital Markets, Factoring, Negotiation, Small Business Lending, Banking, Mortgage Lending, Mergers & Acquisitions, Commercial Banking, Leveraged Finance, Capital, Business Development, Relationship Management, Executive Management, Venture Capital, Financial Services, Financial Risk, Risk Management, Acquisitions, Financial Analysis, Project Finance, Restructuring, Syndications, Investments, Private Equity, Underwriting, Asset Management, Management, Leadership, Valuation, Financial Modeling, Treasury Management, Debt Restructuring, Management Consulting
Education
University of Manitoba 1986 — 1989
B. Comm. Hons, Business
The University of Winnipeg 1982 — 1986
BA Hons, History/Political Science
The Alta Group September 2009 - Present
Canadan Finance and Leasing Association 2009 - Present
Leasing News 2011 - Present
Swandel and Associates 2000 - Present
National Equipment Finance Association January 2009 - 2013
National Equipment and Finance Association 2008 - 2012
Jeff Hatcher Etc. 1983 - 2010
Electronic Financial Group 1999 - 2001
National Leasing Group 1989 - 1999
Skills
Funding, Commercial Lending, Credit, Portfolio Management, Loans, Finance, Mergers, Asset Based Lending, Leases, Credit Analysis, Financial Structuring, Structured Finance, Credit Risk, Commercial Finance, Due Diligence, Corporate Finance, Loan Origination, Capital Markets, Factoring, Negotiation, Small Business Lending, Banking, Mortgage Lending, Mergers & Acquisitions, Commercial Banking, Leveraged Finance, Capital, Business Development, Relationship Management, Executive Management, Venture Capital, Financial Services, Financial Risk, Risk Management, Acquisitions, Financial Analysis, Project Finance, Restructuring, Syndications, Investments, Private Equity, Underwriting, Asset Management, Management, Leadership, Valuation, Financial Modeling, Treasury Management, Debt Restructuring, Management Consulting
Education
University of Manitoba 1986 — 1989
B. Comm. Hons, Business
The University of Winnipeg 1982 — 1986
BA Hons, History/Political Science
Murray Derraugh's The ALTA Group Experience October 2009 - May 2012
Job Director, Credit Operations & Asset Management at National Leasing
Industry Financial Services
Experience
National Leasing January 2015 - Present
Derraugh Consulting Inc. June 2006 - March 2015
National Leasing April 2014 - January 2015
Blue Chip Leasing Corporation May 2012 - March 2014
Enable Capital Corporation May 2012 - March 2014
The Alta Group October 2009 - May 2012
Swandel and Associates 2006 - May 2012
CUETS MasterCard Affiliate 2004 - 2006
National Leasing 1996 - 2004
Skills
Management Consulting, Due Diligence, Planning, Strategic Planning, Business Strategy, Loans, Finance, Portfolio Management, Management, Credit, Process Improvement, Financial Services, Mergers & Acquisitions, Sales, Business Process..., Banking
Education
University of Manitoba 1981 — 1986
BRS
National Leasing January 2015 - Present
Derraugh Consulting Inc. June 2006 - March 2015
National Leasing April 2014 - January 2015
Blue Chip Leasing Corporation May 2012 - March 2014
Enable Capital Corporation May 2012 - March 2014
The Alta Group October 2009 - May 2012
Swandel and Associates 2006 - May 2012
CUETS MasterCard Affiliate 2004 - 2006
National Leasing 1996 - 2004
Skills
Management Consulting, Due Diligence, Planning, Strategic Planning, Business Strategy, Loans, Finance, Portfolio Management, Management, Credit, Process Improvement, Financial Services, Mergers & Acquisitions, Sales, Business Process..., Banking
Education
University of Manitoba 1981 — 1986
BRS
Christer Carshult's The ALTA Group Experience 1999 - 2000
Job Project Manager at VDOT
Industry Civil Engineering
Experience
VDOT April 2012 - Present
CPC Engineering Services July 2009 - Present
Fauquier County, Virginia September 2001 - June 2009
Toll Brothers 2000 - 2001
The Alta Group 1999 - 2000
Dewberry 1989 - 1999
Skills
Land Development, Inspection, Construction, Civil Engineering, Construction Management, Site Development, Entitlements, Subdivisions, Permitting, Residential, Road, Stormwater Management, Drainage, Site Design, Grading, Roadway Design, Value Engineering, Erosion Control, Storm Water Management, Highways, Site Plans, Hydrology, Municipalities, Transportation..., Concrete, Residential Homes, Transportation Planning, Geotechnical Engineering, Sediment Control, HEC-RAS, Pavement Engineering, Feasibility Studies, Water Distribution, Bridge, Site Planning, Zoning, Water Resources, Microstation, Surveying, Water, Land Use Planning
Education
George Mason University 1989 — 1993
BSCE, Civil Engineering
VDOT April 2012 - Present
CPC Engineering Services July 2009 - Present
Fauquier County, Virginia September 2001 - June 2009
Toll Brothers 2000 - 2001
The Alta Group 1999 - 2000
Dewberry 1989 - 1999
Skills
Land Development, Inspection, Construction, Civil Engineering, Construction Management, Site Development, Entitlements, Subdivisions, Permitting, Residential, Road, Stormwater Management, Drainage, Site Design, Grading, Roadway Design, Value Engineering, Erosion Control, Storm Water Management, Highways, Site Plans, Hydrology, Municipalities, Transportation..., Concrete, Residential Homes, Transportation Planning, Geotechnical Engineering, Sediment Control, HEC-RAS, Pavement Engineering, Feasibility Studies, Water Distribution, Bridge, Site Planning, Zoning, Water Resources, Microstation, Surveying, Water, Land Use Planning
Education
George Mason University 1989 — 1993
BSCE, Civil Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY