The Gladstone Companies
Industry: Company
DescriptionFounded: 2001 Parent organization: Gladstone Holding Corporation
The Gladstone Companies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Gladstone Companies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Gladstone Companies Salaries. You can even request information on how much does The Gladstone Companies pay if you want to. Learn about salaries, pros and cons of working for The Gladstone Companies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
49 The Gladstone Companies employees in database. Find out everything there's to know about The Gladstone Companies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Gladstone Companies Employees
Employee
Years
Job
Industry
Tyler Roberts Tyler Roberts's The Gladstone Companies Experience July 2012 - April 2013
Job Controller & Head of Tax at Lidl US
Industry Retail
Experience
Lidl US September 2014 - Present
Interstate Hotels & Resorts April 2013 - September 2014
The Gladstone Companies July 2012 - April 2013
The Gladstone Companies April 2011 - July 2012
ContourGlobal August 2010 - April 2011
WM Coffman LLC June 2009 - August 2010
King Pharmaceuticals June 2007 - June 2009
Skills
Financial Reporting, SOX, Accounting, US GAAP, SEC reporting, Consolidation, Mergers, Restructuring, Scenario Analysis, IFRS, Internal Controls, Financial Analysis, Budgeting, Technical Accounting, Due Diligence, 10Q, Financial Accounting, Financial Modeling, Corporate Finance, Cash Flow, External Audit, Variance Analysis, Accounts Receivable, International Accounting, Cash Management, Reconciliation, Private Equity, Strategic Planning, Analysis, Forecasting, SAP, Excel, JD Edwards, Real Estate, Cash Flow Forecasting, Acquisition Integration, Manufacturing, BPC, Yardi Voyager, Sarbanes-Oxley Act, SEC filings, Auditing, Microsoft Excel, Budgets, Mergers & Acquisitions, Finance, TM1, GAAP, Financial Audits, Cost Accounting
Education
King College 2008 — 2010
MBA, Business Administration
University of Virginia's College at Wise 2003 — 2007
B.S., Accounting
Lidl US September 2014 - Present
Interstate Hotels & Resorts April 2013 - September 2014
The Gladstone Companies July 2012 - April 2013
The Gladstone Companies April 2011 - July 2012
ContourGlobal August 2010 - April 2011
WM Coffman LLC June 2009 - August 2010
King Pharmaceuticals June 2007 - June 2009
Skills
Financial Reporting, SOX, Accounting, US GAAP, SEC reporting, Consolidation, Mergers, Restructuring, Scenario Analysis, IFRS, Internal Controls, Financial Analysis, Budgeting, Technical Accounting, Due Diligence, 10Q, Financial Accounting, Financial Modeling, Corporate Finance, Cash Flow, External Audit, Variance Analysis, Accounts Receivable, International Accounting, Cash Management, Reconciliation, Private Equity, Strategic Planning, Analysis, Forecasting, SAP, Excel, JD Edwards, Real Estate, Cash Flow Forecasting, Acquisition Integration, Manufacturing, BPC, Yardi Voyager, Sarbanes-Oxley Act, SEC filings, Auditing, Microsoft Excel, Budgets, Mergers & Acquisitions, Finance, TM1, GAAP, Financial Audits, Cost Accounting
Education
King College 2008 — 2010
MBA, Business Administration
University of Virginia's College at Wise 2003 — 2007
B.S., Accounting
Morgan (Goble) Vlahakis Morgan (Goble) Vlahakis's The Gladstone Companies Experience February 2007 - June 2009
Job Vice President at Burford Capital
Industry Financial Services
Experience
Burford Capital February 2013 - Present
American Express April 2011 - February 2013
American Express June 2010 - August 2010
The Gladstone Companies February 2007 - June 2009
FTI Consulting August 2005 - January 2007
Matrix Capital Markets Group June 2004 - August 2004
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Accounting, Business & Law
University of Richmond 2001 — 2005
BSBA, Finance, Marketing
Burford Capital February 2013 - Present
American Express April 2011 - February 2013
American Express June 2010 - August 2010
The Gladstone Companies February 2007 - June 2009
FTI Consulting August 2005 - January 2007
Matrix Capital Markets Group June 2004 - August 2004
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Accounting, Business & Law
University of Richmond 2001 — 2005
BSBA, Finance, Marketing
Shannon Dwyer's The Gladstone Companies Experience January 2005 - June 2011
Job Associate Product Manager Sotera Wireless, Inc.
Industry Medical Devices
Experience
Sotera Wireless, Inc. April 2012 - Present
Sotera Wireless, Inc. April 2012 - Present
Qualcomm, Inc. November 2011 - March 2012
The Gladstone Companies January 2005 - June 2011
AOL June 2004 - January 2005
TCMA at Ronald Reagan Building and International Trade Center June 2002 - June 2003
The Grand America Hotel August 2001 - June 2002
Skills
SalesForce.com, Microsoft Office, Adobe Contribute, Adobe Creative Suite, Marketing Communications, Project Coordination, Data Management, Market Research, Marketing Strategy, Salesforce.com, Product Launch, Start-ups, Sales, Product Development, Business Strategy, New Business Development, Management, Trade Shows, Marketing, Project Management
Education
Georgia Southern University
BS, Hotel and Restaurant Management
Georgia Southern University
Minor, Business Administration
Sotera Wireless, Inc. April 2012 - Present
Sotera Wireless, Inc. April 2012 - Present
Qualcomm, Inc. November 2011 - March 2012
The Gladstone Companies January 2005 - June 2011
AOL June 2004 - January 2005
TCMA at Ronald Reagan Building and International Trade Center June 2002 - June 2003
The Grand America Hotel August 2001 - June 2002
Skills
SalesForce.com, Microsoft Office, Adobe Contribute, Adobe Creative Suite, Marketing Communications, Project Coordination, Data Management, Market Research, Marketing Strategy, Salesforce.com, Product Launch, Start-ups, Sales, Product Development, Business Strategy, New Business Development, Management, Trade Shows, Marketing, Project Management
Education
Georgia Southern University
BS, Hotel and Restaurant Management
Georgia Southern University
Minor, Business Administration
Travis Myers Travis Myers's The Gladstone Companies Experience June 2010 - October 2011
Job CRE Asst. Relationship Manager at US Bank
Industry Financial Services
Experience
US Bank October 2011 - Present
The Gladstone Companies June 2010 - October 2011
The Gladstone Companies October 2008 - June 2010
TD Bank July 2006 - October 2008
Skills
Portfolio Management, Credit Analysis, Financial Modeling, Banking, Credit, Financial Analysis, Asset Management, Due Diligence, Valuation, Management, Corporate Finance, Credit Risk, Investments, Risk Management, Analysis, Loans, Commercial Banking, Commercial Lending
Education
University of Pittsburgh 2002 — 2005
B.S., Finance and Marketing
US Bank October 2011 - Present
The Gladstone Companies June 2010 - October 2011
The Gladstone Companies October 2008 - June 2010
TD Bank July 2006 - October 2008
Skills
Portfolio Management, Credit Analysis, Financial Modeling, Banking, Credit, Financial Analysis, Asset Management, Due Diligence, Valuation, Management, Corporate Finance, Credit Risk, Investments, Risk Management, Analysis, Loans, Commercial Banking, Commercial Lending
Education
University of Pittsburgh 2002 — 2005
B.S., Finance and Marketing
Joseph Van Wingerden Joseph Van Wingerden's The Gladstone Companies Experience November 2013 - Present
Job Gladstone Land Farmland Aquisitions
Industry Financial Services
Experience
The Gladstone Companies November 2013 - Present
Cassidy Turley August 2013 - November 2013
US Treasury June 2012 - August 2012
Double Harvest Haiti June 2008 - July 2011
English House July 2010 - January 2011
Prins USA Greenhouse Company October 2009 - July 2010
Fidelity Investments October 2008 - May 2009
Morgan Stanley October 2007 - May 2008
Skills
Financial Modeling, Leadership, Valuation, Investments, Finance, Economics, Spanish, Research, Microsoft Excel, PowerPoint, Editing, Financial Services, Financial Analysis, Analysis, Bloomberg, Fundraising, Business Strategy, Project Management, Management, Start-ups
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance, General
Southern Methodist University - Cox School of Business 2003 — 2008
BBA & BS, Real Estate Finance and Economics with Financial Application
University of Virginia 2006 — 2007
Woodberry Forest High School 1999 — 2003
The Gladstone Companies November 2013 - Present
Cassidy Turley August 2013 - November 2013
US Treasury June 2012 - August 2012
Double Harvest Haiti June 2008 - July 2011
English House July 2010 - January 2011
Prins USA Greenhouse Company October 2009 - July 2010
Fidelity Investments October 2008 - May 2009
Morgan Stanley October 2007 - May 2008
Skills
Financial Modeling, Leadership, Valuation, Investments, Finance, Economics, Spanish, Research, Microsoft Excel, PowerPoint, Editing, Financial Services, Financial Analysis, Analysis, Bloomberg, Fundraising, Business Strategy, Project Management, Management, Start-ups
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance, General
Southern Methodist University - Cox School of Business 2003 — 2008
BBA & BS, Real Estate Finance and Economics with Financial Application
University of Virginia 2006 — 2007
Woodberry Forest High School 1999 — 2003
Catherine Devine Catherine Devine's The Gladstone Companies Experience May 2008 - March 2011
Job Controller at thelab
Industry Marketing and Advertising
Experience
thelab April 2014 - Present
AppNexus December 2012 - April 2014
Brixmor May 2012 - December 2012
Rabobank March 2011 - April 2012
The Gladstone Companies May 2008 - March 2011
Halt, Buzas & Powell, Ltd. January 2005 - April 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Auditing, Cash Flow, Due Diligence, GAAP, Managerial Finance, General Ledger, Financial Audits, Cash Management, Risk Management, Forecasting, IFRS, Budgets, Finance, Account Reconciliation, Analysis, Asset Managment, US GAAP, Mergers, Valuation, Consolidation, Private Equity, Strategic Financial..., Hyperion Enterprise, SEC filings, Variance Analysis, Financial Statements, Equities, QuickBooks, Business Analysis, Portfolio Management, Financial Risk, Strategic Planning, Internal Audit, Tax, Cost Accounting, Investments, Banking, Financial Services, Investment Banking, Assurance, Hedge Funds, Accounts Receivable
Education
George Mason University 2003 — 2005
BS, Accounting
thelab April 2014 - Present
AppNexus December 2012 - April 2014
Brixmor May 2012 - December 2012
Rabobank March 2011 - April 2012
The Gladstone Companies May 2008 - March 2011
Halt, Buzas & Powell, Ltd. January 2005 - April 2008
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Financial Accounting, Corporate Finance, Sarbanes-Oxley Act, Auditing, Cash Flow, Due Diligence, GAAP, Managerial Finance, General Ledger, Financial Audits, Cash Management, Risk Management, Forecasting, IFRS, Budgets, Finance, Account Reconciliation, Analysis, Asset Managment, US GAAP, Mergers, Valuation, Consolidation, Private Equity, Strategic Financial..., Hyperion Enterprise, SEC filings, Variance Analysis, Financial Statements, Equities, QuickBooks, Business Analysis, Portfolio Management, Financial Risk, Strategic Planning, Internal Audit, Tax, Cost Accounting, Investments, Banking, Financial Services, Investment Banking, Assurance, Hedge Funds, Accounts Receivable
Education
George Mason University 2003 — 2005
BS, Accounting
Bryan Carter Bryan Carter's The Gladstone Companies Experience 2004 - 2006
Job Media & Entertainment, Internet and Cable Investor
Industry Investment Management
Experience
Artis Ventures February 2012 - Present
LAB Advisors, LLC May 2010 - March 2012
The Tuscan Group 2007 - 2010
The Gladstone Companies 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Snowboarding, Objectivisim, Poker, Long/Short Equity, Hedge Funds, Investments, Alternative Investments, Music, Media, Entertainment Industry, Advertising, Equities, Private Equity, LBO, Financial Modeling, Financial Accounting, Investment Banking, Portfolio Management, Buy-side, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2006 — 2008
MBA, Finance / Investments
University of Virginia 1998 — 2002
BS, Finance, Music
Artis Ventures February 2012 - Present
LAB Advisors, LLC May 2010 - March 2012
The Tuscan Group 2007 - 2010
The Gladstone Companies 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Snowboarding, Objectivisim, Poker, Long/Short Equity, Hedge Funds, Investments, Alternative Investments, Music, Media, Entertainment Industry, Advertising, Equities, Private Equity, LBO, Financial Modeling, Financial Accounting, Investment Banking, Portfolio Management, Buy-side, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2006 — 2008
MBA, Finance / Investments
University of Virginia 1998 — 2002
BS, Finance, Music
Andrew J. White Andrew J. White's The Gladstone Companies Experience 2013 - Present
Job Managing Director at The Gladstone Companies
Industry Real Estate
Experience
The Gladstone Companies 2013 - Present
MIG Real Estate 2011 - 2013
Private Consulting 2010 - 2011
Equus Capital Partners, LTD. 2006 - 2010
ING Investment Management 1998 - 2006
MetLife January 1996 - August 1998
MetLife September 1990 - January 1996
WEYERHAEUSER MORTGAGE COMPANY June 1988 - September 1990
SIEMENS, AG June 1984 - May 1986
Skills
Asset Management, Acquisitions, Dispositions, Fundraising, Development, Leasing, Disposition, Asset Managment, Valuation, Due Diligence, Real Estate, Business Planning, Commercial Real Estate, Financial Analysis, Mergers & Acquisitions, Finance, Investments, Leases, Real Estate Transactions, Real Estate Development, Tenant, Investment Properties, Strategy, Financial Modeling, Portfolio Management, Contract Negotiation, Real Estate Economics, Private Equity, Negotiation
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
Graduate School of Management MBA Degree with a, Finance/Real Estate
Drexel University
BSME Bachelor of Science Degree, Mechanical Engineering
The Gladstone Companies 2013 - Present
MIG Real Estate 2011 - 2013
Private Consulting 2010 - 2011
Equus Capital Partners, LTD. 2006 - 2010
ING Investment Management 1998 - 2006
MetLife January 1996 - August 1998
MetLife September 1990 - January 1996
WEYERHAEUSER MORTGAGE COMPANY June 1988 - September 1990
SIEMENS, AG June 1984 - May 1986
Skills
Asset Management, Acquisitions, Dispositions, Fundraising, Development, Leasing, Disposition, Asset Managment, Valuation, Due Diligence, Real Estate, Business Planning, Commercial Real Estate, Financial Analysis, Mergers & Acquisitions, Finance, Investments, Leases, Real Estate Transactions, Real Estate Development, Tenant, Investment Properties, Strategy, Financial Modeling, Portfolio Management, Contract Negotiation, Real Estate Economics, Private Equity, Negotiation
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
Graduate School of Management MBA Degree with a, Finance/Real Estate
Drexel University
BSME Bachelor of Science Degree, Mechanical Engineering
Chris Daniel Chris Daniel's The Gladstone Companies Experience 2011 - Present
Job Managing Director, Private Equity at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies 2011 - Present
El Capitan Investment Partners 2009 - Present
Churchill Capital 2007 - 2009
Praesidian Capital 2005 - 2007
Progeny Capital Investors 2003 - 2005
Windjammer Capital Investors 1998 - 2003
Citicorp Securities 1994 - 1998
Kenneth Leventhal & Company (now Ernst & Young) 1989 - 1992
Skills
Financial Structuring, Private Equity, Corporate Finance, Mergers, Due Diligence, Mezzanine, Venture Capital, Investment Banking, Corporate Development, Credit, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management, Restructuring
Education
Citicorp Institute for Global Finance
credit training
University of California, Los Angeles
BA, Economics with specialization in computing
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
The Gladstone Companies 2011 - Present
El Capitan Investment Partners 2009 - Present
Churchill Capital 2007 - 2009
Praesidian Capital 2005 - 2007
Progeny Capital Investors 2003 - 2005
Windjammer Capital Investors 1998 - 2003
Citicorp Securities 1994 - 1998
Kenneth Leventhal & Company (now Ernst & Young) 1989 - 1992
Skills
Financial Structuring, Private Equity, Corporate Finance, Mergers, Due Diligence, Mezzanine, Venture Capital, Investment Banking, Corporate Development, Credit, Financial Modeling, Investments, Leveraged Finance, Mergers, Portfolio Management, Restructuring
Education
Citicorp Institute for Global Finance
credit training
University of California, Los Angeles
BA, Economics with specialization in computing
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
Morgan Enriquez Morgan Enriquez's The Gladstone Companies Experience March 2011 - July 2012
Job Law Clerk at Superior Court of New Jersey
Industry Law Practice
Experience
Superior Court of New Jersey August 2015 - Present
Tarter Krinsky & Drogin LLP December 2014 - February 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
U.S. Court of Appeals for the Third Circuit December 2013 - February 2014
Consumer Financial Protection Bureau May 2013 - August 2013
The Gladstone Companies March 2011 - July 2012
lululemon athletica August 2010 - January 2012
Skills
Research, Legal Research, Westlaw, Fundraising, Legal Writing, Interpersonal Skill, Community Outreach, Exercise, Politics, Political Science, Public Policy, Mediation, Public Speaking
Education
Northeastern University School of Law 2012 — 2015
Pepperdine University 2006 — 2010
Bachelor of Arts (B.A.), History and Political Science, cum laude
Superior Court of New Jersey August 2015 - Present
Tarter Krinsky & Drogin LLP December 2014 - February 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
U.S. Court of Appeals for the Third Circuit December 2013 - February 2014
Consumer Financial Protection Bureau May 2013 - August 2013
The Gladstone Companies March 2011 - July 2012
lululemon athletica August 2010 - January 2012
Skills
Research, Legal Research, Westlaw, Fundraising, Legal Writing, Interpersonal Skill, Community Outreach, Exercise, Politics, Political Science, Public Policy, Mediation, Public Speaking
Education
Northeastern University School of Law 2012 — 2015
Pepperdine University 2006 — 2010
Bachelor of Arts (B.A.), History and Political Science, cum laude
Andrew Ahlberg Andrew Ahlberg's The Gladstone Companies Experience September 2014 - Present
Job Associate at The Gladstone Companies
Industry Financial Services
Experience
The Gladstone Companies September 2014 - Present
MCG Capital October 2013 - August 2014
Fifth Third Bank February 2010 - March 2013
Fifth Third Bank July 2008 - February 2010
UBS April 2007 - June 2008
The Ohio State University March 2007 - June 2008
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 2004 — 2008
BS, Economics, Business, Math
The Gladstone Companies September 2014 - Present
MCG Capital October 2013 - August 2014
Fifth Third Bank February 2010 - March 2013
Fifth Third Bank July 2008 - February 2010
UBS April 2007 - June 2008
The Ohio State University March 2007 - June 2008
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 2004 — 2008
BS, Economics, Business, Math
M. Kipp Kranbuhl M. Kipp Kranbuhl's The Gladstone Companies Experience March 2005 - Present
Job Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies March 2005 - Present
Overseas Private Investment Corporation May 2003 - August 2003
Petra Capital Partners 2000 - 2002
Wheat First Butcher Singer 1998 - 2000
Skills
Private Equity, Intellectual Property, Deal Origination, Financial Services, New Business Development, Deal Creation, Mergers & Acquisitions, Healthcare, Business Strategy, Mergers, Investment Banking, Valuation, Equities, Asset Management, Investments, Due Diligence, Capital, Project Finance, Acquisitions, LBO, Growth Capital, Private Placements, Funding, Venture Capital, Buyouts, Leveraged Finance, Financial Structuring, Deal Sourcing
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Focus on Strategy and Finance
Duke University 1995 — 1998
BA, Political Science and Economics
Cincinnati Country Day School
The Gladstone Companies March 2005 - Present
Overseas Private Investment Corporation May 2003 - August 2003
Petra Capital Partners 2000 - 2002
Wheat First Butcher Singer 1998 - 2000
Skills
Private Equity, Intellectual Property, Deal Origination, Financial Services, New Business Development, Deal Creation, Mergers & Acquisitions, Healthcare, Business Strategy, Mergers, Investment Banking, Valuation, Equities, Asset Management, Investments, Due Diligence, Capital, Project Finance, Acquisitions, LBO, Growth Capital, Private Placements, Funding, Venture Capital, Buyouts, Leveraged Finance, Financial Structuring, Deal Sourcing
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Focus on Strategy and Finance
Duke University 1995 — 1998
BA, Political Science and Economics
Cincinnati Country Day School
Jon Aronson, CPA, CFCS Jon Aronson, CPA, CFCS's The Gladstone Companies Experience March 2015 - Present
Job Accounting Manager at Gladstone Investment Corp.
Industry Accounting
Experience
The Gladstone Companies March 2015 - Present
PwC August 2013 - February 2015
PwC September 2010 - August 2013
The Pennsylvania State University August 2008 - May 2010
PwC June 2009 - August 2009
Pennsylvania Dept. of Transportation (PennDOT) May 2008 - August 2008
Skills
Auditing, Accounting, Assurance, Microsoft Office, Risk Assessment, Financial Reporting, US GAAP, Internal Controls, Investigation, Compliance, FCPA, IFRS
Education
Penn State University 2006 — 2010
B.S. with Distinction, Accounting
The Gladstone Companies March 2015 - Present
PwC August 2013 - February 2015
PwC September 2010 - August 2013
The Pennsylvania State University August 2008 - May 2010
PwC June 2009 - August 2009
Pennsylvania Dept. of Transportation (PennDOT) May 2008 - August 2008
Skills
Auditing, Accounting, Assurance, Microsoft Office, Risk Assessment, Financial Reporting, US GAAP, Internal Controls, Investigation, Compliance, FCPA, IFRS
Education
Penn State University 2006 — 2010
B.S. with Distinction, Accounting
Christopher Seneta Christopher Seneta's The Gladstone Companies Experience 2007 - 2011
Job Private Markets Investor
Industry Venture Capital & Private Equity
Experience
Grit Equity 2014 - Present
Cornell University Investment Office 2012 - 2013
BR Venture Fund 2011 - 2013
Dovedale Investments 2012 - 2012
The Gladstone Companies 2007 - 2011
Sovereign Bank Capital Markets 2005 - 2006
Fleet Bank / Bank of America 2001 - 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance / Operations
Brown University 2006 — 2007
Master of Public Affairs (MPA), Public Policy
Bates College 1996 — 2000
BA, Economics and Philosophy
Chelmsford High School
Grit Equity 2014 - Present
Cornell University Investment Office 2012 - 2013
BR Venture Fund 2011 - 2013
Dovedale Investments 2012 - 2012
The Gladstone Companies 2007 - 2011
Sovereign Bank Capital Markets 2005 - 2006
Fleet Bank / Bank of America 2001 - 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance / Operations
Brown University 2006 — 2007
Master of Public Affairs (MPA), Public Policy
Bates College 1996 — 2000
BA, Economics and Philosophy
Chelmsford High School
Katie Swanson Katie Swanson's The Gladstone Companies Experience October 2007 - June 2010
Job Account Manager at Sherpa
Industry Staffing and Recruiting
Experience
Sherpa February 2011 - June 2014
The Gladstone Companies October 2007 - June 2010
CW Capital October 2005 - October 2007
Cambridge Associates September 2002 - September 2005
Skills
Due Diligence, Recruiting, Temporary Placement, Financial Analysis, Finance, Technical Recruiting, Sherpa, Vendor Management, Management, Process Improvement, Accounting, Financial Modeling, New Business Development, Applicant Tracking..., Project Management, Human Resources, Analysis, Microsoft Excel, Sourcing, Financial Reporting, Contract Recruitment, Leadership, Talent Acquisition, Business Analysis, Business Development, Account Management, Sales, Portfolio Management
Education
James Madison University 1998 — 2002
BBA, Finance, Economics
Sherpa February 2011 - June 2014
The Gladstone Companies October 2007 - June 2010
CW Capital October 2005 - October 2007
Cambridge Associates September 2002 - September 2005
Skills
Due Diligence, Recruiting, Temporary Placement, Financial Analysis, Finance, Technical Recruiting, Sherpa, Vendor Management, Management, Process Improvement, Accounting, Financial Modeling, New Business Development, Applicant Tracking..., Project Management, Human Resources, Analysis, Microsoft Excel, Sourcing, Financial Reporting, Contract Recruitment, Leadership, Talent Acquisition, Business Analysis, Business Development, Account Management, Sales, Portfolio Management
Education
James Madison University 1998 — 2002
BBA, Finance, Economics
Caren Merrick Caren Merrick's The Gladstone Companies Experience 2014 - Present
Job CEO, Pocket Mentor, Author, Speaker
Industry Venture Capital & Private Equity
Experience
WashingtonFirst Bankshares, Inc. May 2015 - Present
Pocket Mentor June 2014 - Present
The Gladstone Companies 2014 - Present
Metropolitan Washington Airports Authority June 2012 - Present
Bibury Partners January 2004 - Present
VisualCV, Inc. 2007 - December 2011
Governor's Economic Development and Jobs Creation Commission, 2010 April 2010 - January 2011
webMethods Foundation (renamed The 118 Foundation in 2005) November 2000 - December 2009
Inova Health System March 2001 - June 2004
webMethods June 1996 - February 2001
Skills
Marketing Strategy, Mergers, Marketing, Management, Enterprise Software, Entrepreneur, Strategic Planning, Business Strategy, New Business Development, Start-ups, Public Relations, Business Development, Management Consulting, Program Management, Social Media, Entrepreneurship, Strategy, Leadership Development, Online Marketing, Public Policy, Leadership, E-commerce, Public Speaking, Mergers & Acquisitions, Recruiting, Nonprofits, Business Process, Marketing Management, B2B, Finance, Social Impact, Analysis, Strategic Partnerships, Venture Capital, Market Research, Executive Management, Governance, Policy, Strategic Communications, Investments, Business Planning, Lead Generation
Education
University of California, Los Angeles 1985 — 1989
BA, Political Science, Middle East
Univeristy of California, Los Angelse
Bachelor's degree
WashingtonFirst Bankshares, Inc. May 2015 - Present
Pocket Mentor June 2014 - Present
The Gladstone Companies 2014 - Present
Metropolitan Washington Airports Authority June 2012 - Present
Bibury Partners January 2004 - Present
VisualCV, Inc. 2007 - December 2011
Governor's Economic Development and Jobs Creation Commission, 2010 April 2010 - January 2011
webMethods Foundation (renamed The 118 Foundation in 2005) November 2000 - December 2009
Inova Health System March 2001 - June 2004
webMethods June 1996 - February 2001
Skills
Marketing Strategy, Mergers, Marketing, Management, Enterprise Software, Entrepreneur, Strategic Planning, Business Strategy, New Business Development, Start-ups, Public Relations, Business Development, Management Consulting, Program Management, Social Media, Entrepreneurship, Strategy, Leadership Development, Online Marketing, Public Policy, Leadership, E-commerce, Public Speaking, Mergers & Acquisitions, Recruiting, Nonprofits, Business Process, Marketing Management, B2B, Finance, Social Impact, Analysis, Strategic Partnerships, Venture Capital, Market Research, Executive Management, Governance, Policy, Strategic Communications, Investments, Business Planning, Lead Generation
Education
University of California, Los Angeles 1985 — 1989
BA, Political Science, Middle East
Univeristy of California, Los Angelse
Bachelor's degree
Brendan McCarthy Brendan McCarthy's The Gladstone Companies Experience September 2013 - Present
Job Associate at The Gladstone Companies
Industry Real Estate
Experience
The Gladstone Companies September 2013 - Present
Morisey Commercial February 2012 - October 2012
Madison International Realty June 2012 - August 2012
Wachovia, A Wells Fargo Company May 2009 - July 2011
Wells Fargo Bank August 2007 - May 2009
Archipelago June 2006 - August 2006
Archipelago May 2005 - August 2005
Skills
Financial Modeling, PowerPoint, Excel, Microsoft Office, Financial Analysis, Writing, Corporate Finance, Negotiation, Private Equity, Real Estate, Real Estate Private..., Real Estate Financing, Argus Modeling, Underwriting, Investment Banking, Finance, Microsoft Excel, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA)
Kenyon College 2003 — 2007
Bachelor of Arts (BA)
New Trier High School 1999 — 2003
The Gladstone Companies September 2013 - Present
Morisey Commercial February 2012 - October 2012
Madison International Realty June 2012 - August 2012
Wachovia, A Wells Fargo Company May 2009 - July 2011
Wells Fargo Bank August 2007 - May 2009
Archipelago June 2006 - August 2006
Archipelago May 2005 - August 2005
Skills
Financial Modeling, PowerPoint, Excel, Microsoft Office, Financial Analysis, Writing, Corporate Finance, Negotiation, Private Equity, Real Estate, Real Estate Private..., Real Estate Financing, Argus Modeling, Underwriting, Investment Banking, Finance, Microsoft Excel, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA)
Kenyon College 2003 — 2007
Bachelor of Arts (BA)
New Trier High School 1999 — 2003
Rishabh Das Rishabh Das's The Gladstone Companies Experience July 2014 - September 2015
Job Associate at American Capital
Industry Venture Capital & Private Equity
Experience
American Capital September 2015 - Present
The Gladstone Companies July 2014 - September 2015
Wells Fargo Securities June 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Anheuser-Busch InBev May 2009 - August 2009
C3Research May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Excel, Corporate Finance, Accounting, Mergers, Microsoft Excel, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, DCF, LBO, Capital Markets, Portfolio Management, Strategy
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
American Capital September 2015 - Present
The Gladstone Companies July 2014 - September 2015
Wells Fargo Securities June 2011 - June 2014
Bank of America Merrill Lynch June 2010 - August 2010
Anheuser-Busch InBev May 2009 - August 2009
C3Research May 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Excel, Corporate Finance, Accounting, Mergers, Microsoft Excel, Mergers & Acquisitions, Private Equity, Due Diligence, Finance, DCF, LBO, Capital Markets, Portfolio Management, Strategy
Education
University of Florida - Warrington College Of Business 2007 — 2011
Bachelor of Science (B.S.), Finance
Brian Eick Brian Eick's The Gladstone Companies Experience June 2007 - July 2009
Job President at SFI Sports, LLC
Industry Financial Services
Experience
SFI Sports, LLC November 2014 - Present
Concourse Sports, LLC October 2010 - Present
BRISTOL CAPITAL PARTNERS July 2009 - December 2011
The Gladstone Companies June 2007 - July 2009
WELLS FARGO FOOTHILL/WESTBURG MEDIA CAPITAL November 2002 - March 2007
HARVEST SPORTING GROUP, INC May 1999 - March 2002
COLUMBIA CAPITAL CORPORATION July 1996 - April 1999
FINOVA CAPITAL October 1993 - June 1996
HELLER FINANCIAL, INC June 1985 - September 1993
Skills
Financial Modeling, Mergers, Forecasting, Entrepreneurship, Finance, Mergers & Acquisitions, Management, Negotiation, Budgets, Valuation, CRM, Financial Structuring, Strategy, Due Diligence, Portfolio Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing; Finance
University of Iowa 1981 — 1985
BBA, Finance
SFI Sports, LLC November 2014 - Present
Concourse Sports, LLC October 2010 - Present
BRISTOL CAPITAL PARTNERS July 2009 - December 2011
The Gladstone Companies June 2007 - July 2009
WELLS FARGO FOOTHILL/WESTBURG MEDIA CAPITAL November 2002 - March 2007
HARVEST SPORTING GROUP, INC May 1999 - March 2002
COLUMBIA CAPITAL CORPORATION July 1996 - April 1999
FINOVA CAPITAL October 1993 - June 1996
HELLER FINANCIAL, INC June 1985 - September 1993
Skills
Financial Modeling, Mergers, Forecasting, Entrepreneurship, Finance, Mergers & Acquisitions, Management, Negotiation, Budgets, Valuation, CRM, Financial Structuring, Strategy, Due Diligence, Portfolio Management, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Marketing; Finance
University of Iowa 1981 — 1985
BBA, Finance
Matthew Goldstein's The Gladstone Companies Experience September 2010 - November 2012
Job Strategic Finance at CustomInk
Industry Financial Services
Experience
CustomInk December 2012 - Present
L2 Federal Resources June 2010 - October 2013
The Gladstone Companies September 2010 - November 2012
Royal Bank of Scotland July 2008 - September 2010
Skills
Financial Analysis, Financial Modeling, Financial Projections, Accounting, Portfolio Management, Excel, Acquisitions, Valuation, Feature Writing, Business Writing, Due Diligence, Creative Writing, Research, Investments, Microsoft Excel, Leveraged Finance, Fundamental Analysis, Feature Articles, Private Equity, Strategic Financial..., Corporate Finance, DCF, Business Valuation, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Analysis, Business Strategy, Financial Planning
Education
Georgetown University - The McDonough School of Business 2006 — 2008
B.S. in Business Administration, Accounting
CustomInk December 2012 - Present
L2 Federal Resources June 2010 - October 2013
The Gladstone Companies September 2010 - November 2012
Royal Bank of Scotland July 2008 - September 2010
Skills
Financial Analysis, Financial Modeling, Financial Projections, Accounting, Portfolio Management, Excel, Acquisitions, Valuation, Feature Writing, Business Writing, Due Diligence, Creative Writing, Research, Investments, Microsoft Excel, Leveraged Finance, Fundamental Analysis, Feature Articles, Private Equity, Strategic Financial..., Corporate Finance, DCF, Business Valuation, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Analysis, Business Strategy, Financial Planning
Education
Georgetown University - The McDonough School of Business 2006 — 2008
B.S. in Business Administration, Accounting
Michael Caspani Michael Caspani's The Gladstone Companies Experience July 2008 - January 2012
Job Credit Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group April 2015 - Present
GCA Savvian July 2014 - April 2015
Rockwood Service Corporation June 2013 - August 2013
USAID January 2012 - July 2012
The Gladstone Companies July 2008 - January 2012
Banc of America Securities June 2006 - June 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Leveraged Finance, LBO, Charismatic Leadership, Acquisitions, DCF, Venture Capital, Emerging Markets
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Science (B.S.) with Special Attainments in Commerce, Business Administration
Henry Clay High School 1998 — 2002
Macquarie Group April 2015 - Present
GCA Savvian July 2014 - April 2015
Rockwood Service Corporation June 2013 - August 2013
USAID January 2012 - July 2012
The Gladstone Companies July 2008 - January 2012
Banc of America Securities June 2006 - June 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Leveraged Finance, LBO, Charismatic Leadership, Acquisitions, DCF, Venture Capital, Emerging Markets
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Washington and Lee University 2002 — 2006
Bachelor of Science (B.S.) with Special Attainments in Commerce, Business Administration
Henry Clay High School 1998 — 2002
Amber Bullard Amber Bullard's The Gladstone Companies Experience March 2011 - June 2012
Job Strategy Management Professional
Industry Government Administration
Experience
U.S. Department of Justice 2015 - Present
Amalga Systems 2014 - 2015
The Gladstone Companies March 2011 - June 2012
Cohen Milstein Sellers & Toll PLLC September 2009 - March 2011
Washington office on Latin America 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
Dartmouth College
Bachelor of Arts (B.A.), Environmental Studies; Spanish
U.S. Department of Justice 2015 - Present
Amalga Systems 2014 - 2015
The Gladstone Companies March 2011 - June 2012
Cohen Milstein Sellers & Toll PLLC September 2009 - March 2011
Washington office on Latin America 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Public Speaking
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Corporate Finance
Dartmouth College
Bachelor of Arts (B.A.), Environmental Studies; Spanish
Gary Gerson, CFA, CPA's The Gladstone Companies Experience February 2006 - January 2012
Job CFO at SHD Oil & Gas, LLC
Industry Financial Services
Experience
The Shooshan Company LLC January 2012 - June 2012
The Gladstone Companies February 2006 - January 2012
Bozzuto Group February 2004 - February 2006
PG&E National Energy Group June 1995 - February 2004
American Management Systems July 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Forecasting, Financial Reporting, Budgets, Real Estate, Asset Managment, Risk Management, Accounting, Loan Compliance, Asset Management, Investments, Finance, Mergers & Acquisitions, Strategic Financial..., Equities
Education
Yale University - Yale School of Management 1991 — 1993
MBA, Finance
United States Naval Academy 1982 — 1986
BS, Mechanical Eng
The Shooshan Company LLC January 2012 - June 2012
The Gladstone Companies February 2006 - January 2012
Bozzuto Group February 2004 - February 2006
PG&E National Energy Group June 1995 - February 2004
American Management Systems July 1993 - June 1995
Skills
Financial Analysis, Financial Modeling, Valuation, Due Diligence, Forecasting, Financial Reporting, Budgets, Real Estate, Asset Managment, Risk Management, Accounting, Loan Compliance, Asset Management, Investments, Finance, Mergers & Acquisitions, Strategic Financial..., Equities
Education
Yale University - Yale School of Management 1991 — 1993
MBA, Finance
United States Naval Academy 1982 — 1986
BS, Mechanical Eng
Arnett James's The Gladstone Companies Experience June 2007 - February 2010
Job Distressed & Special Situations Analyst at Barclays
Industry Financial Services
Experience
Barclays 2015 - Present
Goldman Sachs June 2014 - August 2014
CIT Group July 2010 - July 2013
The Gladstone Companies June 2007 - February 2010
Delaware Investments August 2006 - May 2007
Citigroup 2004 - 2004
Skills
Entrepreneurship, Leadership, Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Leveraged Finance, Investments, Equities, Mergers & Acquisitions, Bloomberg, Fixed Income, Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Strategic Management
Rutgers, The State University of New Jersey-Newark 2003 — 2006
B.S., Finance
Barclays 2015 - Present
Goldman Sachs June 2014 - August 2014
CIT Group July 2010 - July 2013
The Gladstone Companies June 2007 - February 2010
Delaware Investments August 2006 - May 2007
Citigroup 2004 - 2004
Skills
Entrepreneurship, Leadership, Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Leveraged Finance, Investments, Equities, Mergers & Acquisitions, Bloomberg, Fixed Income, Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting, Finance and Strategic Management
Rutgers, The State University of New Jersey-Newark 2003 — 2006
B.S., Finance
Jennifer Simpson's The Gladstone Companies Experience February 2007 - October 2014
Job EVP, Finance and Operations at National Fish and Wildlife Foundation
Industry Nonprofit Organization Management
Experience
National Fish and Wildlife Foundation June 2015 - Present
Global Healthcare Integrators November 2014 - March 2015
The Gladstone Companies February 2007 - October 2014
Morgenthaler 2006 - 2007
National City Bank 1999 - 2006
U.S. Army Medical Service Corps 1994 - 1998
Skills
Leadership, Strategic Planning, Portfolio Management, Investments, Private Equity, LBO, Financial Structuring, Strategy, Finance, Capital Markets, Mezzanine, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Investor Relations, Restructuring, Banking, Alternative Investments, Structured Finance, Valuation, Due Diligence, Credit, Business Valuation, Investment Management, Deal Sourcing, Private Placements, Buyouts, Loans, Equity Research, Mergers, Financial Analysis, Corporate Finance, Middle Market, Investment Banking, Venture Capital, Growth Capital, Project Portfolio...
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Economics, Entrepreneurial Management
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
National Fish and Wildlife Foundation June 2015 - Present
Global Healthcare Integrators November 2014 - March 2015
The Gladstone Companies February 2007 - October 2014
Morgenthaler 2006 - 2007
National City Bank 1999 - 2006
U.S. Army Medical Service Corps 1994 - 1998
Skills
Leadership, Strategic Planning, Portfolio Management, Investments, Private Equity, LBO, Financial Structuring, Strategy, Finance, Capital Markets, Mezzanine, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Investor Relations, Restructuring, Banking, Alternative Investments, Structured Finance, Valuation, Due Diligence, Credit, Business Valuation, Investment Management, Deal Sourcing, Private Placements, Buyouts, Loans, Equity Research, Mergers, Financial Analysis, Corporate Finance, Middle Market, Investment Banking, Venture Capital, Growth Capital, Project Portfolio...
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Economics, Entrepreneurial Management
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance
Kyle Largent's The Gladstone Companies Experience 2006 - Present
Job Managing Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies 2006 - Present
National Capital 2003 - 2006
Education
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
The Gladstone Companies 2006 - Present
National Capital 2003 - 2006
Education
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
Jack Vander Leeuw's The Gladstone Companies Experience August 2010 - August 2013
Job M&A Principal at NeuStar, Inc.
Industry Venture Capital & Private Equity
Experience
NeuStar, Inc. September 2013 - Present
The Gladstone Companies August 2010 - August 2013
BB&T Capital Markets July 2007 - August 2010
Education
Georgetown University 2003 — 2007
NeuStar, Inc. September 2013 - Present
The Gladstone Companies August 2010 - August 2013
BB&T Capital Markets July 2007 - August 2010
Education
Georgetown University 2003 — 2007
Jay Beckhorn's The Gladstone Companies Experience January 2013 - Present
Job Managing Director, Finance at The Gladstone Companies
Industry Real Estate
Experience
The Gladstone Companies January 2013 - Present
Heavenrich & Company March 2010 - December 2012
Beckhorn consulting, LLC April 2009 - June 2010
Sunrise Senior Living May 2000 - December 2008
Multi-Employer Property Trust March 1998 - May 2000
Riggs Bank June 1993 - February 1998
Riggs AP Bank Limited in London, England February 1992 - August 1993
Riggs Bank June 1990 - January 1992
Kettler & Scott June 1987 - May 1990
Skills
Real Estate, Valuation, Non-profits, Real Estate Development, Asset Managment, Due Diligence, Team Building, Disposition, Business Development
Education
Duke University - The Fuqua School of Business 1986 — 1987
MBA
Colgate University 1979 — 1983
BA, History & English
The Gladstone Companies January 2013 - Present
Heavenrich & Company March 2010 - December 2012
Beckhorn consulting, LLC April 2009 - June 2010
Sunrise Senior Living May 2000 - December 2008
Multi-Employer Property Trust March 1998 - May 2000
Riggs Bank June 1993 - February 1998
Riggs AP Bank Limited in London, England February 1992 - August 1993
Riggs Bank June 1990 - January 1992
Kettler & Scott June 1987 - May 1990
Skills
Real Estate, Valuation, Non-profits, Real Estate Development, Asset Managment, Due Diligence, Team Building, Disposition, Business Development
Education
Duke University - The Fuqua School of Business 1986 — 1987
MBA
Colgate University 1979 — 1983
BA, History & English
Grant Simmons's The Gladstone Companies Experience 2008 - July 2009
Job Senior Auditor at Government Accountability Office
Industry Accounting
Experience
Government Accountability Office August 2009 - Present
The Gladstone Companies 2008 - July 2009
Deloitte & Touche LLP 2005 - 2007
Skills
Internal Controls, US GAAP, GAAP, Auditing, External Audit, Sarbanes-Oxley Act, Financial Reporting, OMB A-123, Financial Accounting, CPA, Assurance, Financial Audits, Internal Audit, Accounting, Enterprise Risk..., Managerial Finance, SEC filings, General Ledger, Financial Analysis, Tax, IFRS, Sarbanes-Oxley, SEC Filings
Education
Loyola College in Maryland 2004 — 2005
Master of Business Administration (MBA)
Loyola College in Maryland 2000 — 2004
BBA, Accounting
Government Accountability Office August 2009 - Present
The Gladstone Companies 2008 - July 2009
Deloitte & Touche LLP 2005 - 2007
Skills
Internal Controls, US GAAP, GAAP, Auditing, External Audit, Sarbanes-Oxley Act, Financial Reporting, OMB A-123, Financial Accounting, CPA, Assurance, Financial Audits, Internal Audit, Accounting, Enterprise Risk..., Managerial Finance, SEC filings, General Ledger, Financial Analysis, Tax, IFRS, Sarbanes-Oxley, SEC Filings
Education
Loyola College in Maryland 2004 — 2005
Master of Business Administration (MBA)
Loyola College in Maryland 2000 — 2004
BBA, Accounting
Bob Pierce's The Gladstone Companies Experience May 2004 - October 2014
Job Managing Director at The Gladstone Companies
Industry Financial Services
Experience
The Gladstone Companies May 2004 - October 2014
GE Capital January 2001 - May 2004
Heller Financial October 1996 - December 2000
Bank of America July 1994 - September 1996
Continental Bank NA June 1985 - June 1996
Skills
Private Equity, LBO, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Corporate Finance, Financial Modeling, Middle Market, Venture Capital, Financial Structuring, Capital Markets, Valuation, Business Valuation, Finance, Growth Capital, Investments, Portfolio Management, Restructuring
Education
Marquette University
B.S., Accounting
University of Wisconsin-Madison - School of Business
MBA, Finance
The Gladstone Companies May 2004 - October 2014
GE Capital January 2001 - May 2004
Heller Financial October 1996 - December 2000
Bank of America July 1994 - September 1996
Continental Bank NA June 1985 - June 1996
Skills
Private Equity, LBO, Mergers & Acquisitions, Due Diligence, Mezzanine, Leveraged Finance, Corporate Finance, Financial Modeling, Middle Market, Venture Capital, Financial Structuring, Capital Markets, Valuation, Business Valuation, Finance, Growth Capital, Investments, Portfolio Management, Restructuring
Education
Marquette University
B.S., Accounting
University of Wisconsin-Madison - School of Business
MBA, Finance
John Sateri's The Gladstone Companies Experience April 2007 - Present
Job Managing Director at Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies April 2007 - Present
Commercial Analytics 1998 - 2007
Wachovia, A Wells Fargo Company 1988 - 1998
Skills
Mezzanine, Deal Sourcing, Valuation, Due Diligence, Private Equity, Financial Modeling, Asset Managment, Leveraged Finance, Investments, Financial Structuring, Portfolio Management, Real Estate Private..., Credit, LBO, Mergers & Acquisitions, Restructuring
Education
University of Maryland College Park
Masters, Real Estate
University of Hawaii - Shidler College of Business
Bachelors, Business
The Gladstone Companies April 2007 - Present
Commercial Analytics 1998 - 2007
Wachovia, A Wells Fargo Company 1988 - 1998
Skills
Mezzanine, Deal Sourcing, Valuation, Due Diligence, Private Equity, Financial Modeling, Asset Managment, Leveraged Finance, Investments, Financial Structuring, Portfolio Management, Real Estate Private..., Credit, LBO, Mergers & Acquisitions, Restructuring
Education
University of Maryland College Park
Masters, Real Estate
University of Hawaii - Shidler College of Business
Bachelors, Business
Rachel Lopes's The Gladstone Companies Experience March 2011 - Present
Job Marketing Coordinator at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies March 2011 - Present
HSBC August 2004 - June 2010
Skills
Valuation
Education
The Johns Hopkins University 2000 — 2004
International Relations
Summit High School 1996 — 2000
The Gladstone Companies March 2011 - Present
HSBC August 2004 - June 2010
Skills
Valuation
Education
The Johns Hopkins University 2000 — 2004
International Relations
Summit High School 1996 — 2000
Kong Yang's The Gladstone Companies Experience December 2014 - April 2015
Job Property Accountant
Industry Real Estate
Experience
AHC Inc. May 2015 - Present
The Gladstone Companies December 2014 - April 2015
Summit Management Services, Inc., AAMC September 2012 - September 2014
Moore Grider & Company September 2006 - April 2008
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, General Ledger, Journal Entries, Accruals, Accounts Receivable, GAAP, Accounts Payable, Microsoft Office, Variance Analysis, Outlook, Microsoft Excel, Budgets, Depreciation, Financial Statements, Year-end Close, Microsoft Word, Bank Reconciliation, Bookkeeping, Fixed Assets
Education
California State University, Fresno 2002 — 2007
Bachelor's degree, Accounting
AHC Inc. May 2015 - Present
The Gladstone Companies December 2014 - April 2015
Summit Management Services, Inc., AAMC September 2012 - September 2014
Moore Grider & Company September 2006 - April 2008
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, General Ledger, Journal Entries, Accruals, Accounts Receivable, GAAP, Accounts Payable, Microsoft Office, Variance Analysis, Outlook, Microsoft Excel, Budgets, Depreciation, Financial Statements, Year-end Close, Microsoft Word, Bank Reconciliation, Bookkeeping, Fixed Assets
Education
California State University, Fresno 2002 — 2007
Bachelor's degree, Accounting
Anthony Mastantuono CPA's The Gladstone Companies Experience July 2015 - Present
Job Accounting Manager at The Gladstone Companies
Industry Accounting
Experience
The Gladstone Companies July 2015 - Present
The Gladstone Companies May 2013 - Present
Grant Thornton LLP August 2012 - May 2013
Grant Thornton LLP October 2010 - August 2012
Skills
SEC filings, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Assurance, Financial Analysis
Education
University of Maryland College Park 2005 — 2010
Bachelor's degree, Accounting and Finance
The Gladstone Companies July 2015 - Present
The Gladstone Companies May 2013 - Present
Grant Thornton LLP August 2012 - May 2013
Grant Thornton LLP October 2010 - August 2012
Skills
SEC filings, Internal Controls, Auditing, GAAP, US GAAP, Financial Accounting, CPA, Sarbanes-Oxley Act, Assurance, Financial Analysis
Education
University of Maryland College Park 2005 — 2010
Bachelor's degree, Accounting and Finance
Katie Whalen's The Gladstone Companies Experience October 2005 - February 2008
Job Banking and Finance Paralegal at Tucker Arensberg, P.C.
Industry Law Practice
Experience
Tucker Arensberg, P.C. February 2008 - October 2011
The Gladstone Companies October 2005 - February 2008
Skills
Legal Research, Legal Writing, Real Estate, Westlaw, Document Review, Legal Assistance, Microsoft Word, PowerPoint
Education
University of Pittsburgh 1998 — 2001
Bachelors, Environmental Science
Duquesne University
Certificate, Paralegal Studies
Tucker Arensberg, P.C. February 2008 - October 2011
The Gladstone Companies October 2005 - February 2008
Skills
Legal Research, Legal Writing, Real Estate, Westlaw, Document Review, Legal Assistance, Microsoft Word, PowerPoint
Education
University of Pittsburgh 1998 — 2001
Bachelors, Environmental Science
Duquesne University
Certificate, Paralegal Studies
Kristen Stanford's The Gladstone Companies Experience January 2005 - August 2005
Job Wedding & Event Coordinator/Designer at Party in a Package, LLC
Industry Events Services
Experience
Party in a Package, LLC February 2009 - April 2010
KnowledgeWorks Foundation July 2007 - January 2009
Johnson Promotions & Events January 2006 - July 2006
The Gladstone Companies January 2005 - August 2005
Education
The George Washington University 2006 — 2008
Certificate in Event Management Studies, Event Management
Liberty University 1999 — 2004
Bachelor of Science, Psychology
Party in a Package, LLC February 2009 - April 2010
KnowledgeWorks Foundation July 2007 - January 2009
Johnson Promotions & Events January 2006 - July 2006
The Gladstone Companies January 2005 - August 2005
Education
The George Washington University 2006 — 2008
Certificate in Event Management Studies, Event Management
Liberty University 1999 — 2004
Bachelor of Science, Psychology
Herman Schroeder, CFA's The Gladstone Companies Experience January 2014 - March 2014
Job Associate Director, Investment Banking
Industry Banking
Experience
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
UBS Investment Bank July 2014 - Present
The Gladstone Companies January 2014 - March 2014
UBS Investment Bank June 2013 - August 2013
KPMG September 2008 - August 2012
Morgan Stanley January 2007 - November 2007
UBS January 2006 - December 2006
Imalivest August 2005 - January 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Private Equity, IFRS, Investment Banking, Financial Reporting, Business Valuation, Capital Markets, Mergers & Acquisitions, Equities, Internal Controls, Bloomberg, Investments, Accounting, Hedge Funds, Financial Accounting, Derivatives, Auditing, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
The University of Edinburgh 2001 — 2005
Master of Arts (M.A.), Economics and Accounting
Wellington College 1999 — 2001
Saint Stithians 1996 — 1999
Erika Highland's The Gladstone Companies Experience August 2005 - Present
Job Managing Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies August 2005 - Present
Wells Fargo Foothill August 2003 - August 2005
A.G. Edwards June 2001 - July 2003
Skills
Private Equity, Due Diligence, Portfolio Management, Principal Investments, Investment Banking, Finance, Investments, Acquisitions, Mezzanine, Equities, Real Estate, Financial Structuring, Valuation, Mergers & Acquisitions
Education
Boston College 1997 — 2001
B.S., Finance
The Gladstone Companies August 2005 - Present
Wells Fargo Foothill August 2003 - August 2005
A.G. Edwards June 2001 - July 2003
Skills
Private Equity, Due Diligence, Portfolio Management, Principal Investments, Investment Banking, Finance, Investments, Acquisitions, Mezzanine, Equities, Real Estate, Financial Structuring, Valuation, Mergers & Acquisitions
Education
Boston College 1997 — 2001
B.S., Finance
Nicola Stewart's The Gladstone Companies Experience July 2014 - Present
Job Controller at The Gladstone Companies
Industry Accounting
Experience
The Gladstone Companies July 2014 - Present
The Gladstone Companies June 2012 - June 2014
The Gladstone Companies January 2011 - June 2012
PricewaterhouseCoopers September 2009 - January 2011
PwC September 2006 - September 2009
Skills
CPA, Member of AICPA, SEC filings, US GAAP, Accounting, Financial Analysis, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Finance, Financial Modeling, Due Diligence, External Audit, Analysis, Assurance, General Ledger, Microsoft Excel, Valuation, Financial Statements, Account Reconciliation
Education
University of Richmond - Robins School of Business
The Gladstone Companies July 2014 - Present
The Gladstone Companies June 2012 - June 2014
The Gladstone Companies January 2011 - June 2012
PricewaterhouseCoopers September 2009 - January 2011
PwC September 2006 - September 2009
Skills
CPA, Member of AICPA, SEC filings, US GAAP, Accounting, Financial Analysis, GAAP, Internal Controls, Financial Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Finance, Financial Modeling, Due Diligence, External Audit, Analysis, Assurance, General Ledger, Microsoft Excel, Valuation, Financial Statements, Account Reconciliation
Education
University of Richmond - Robins School of Business
Peter Roushdy's The Gladstone Companies Experience July 2011 - Present
Job Principal at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies July 2011 - Present
Wells Fargo Securities June 2008 - June 2011
Education
Davidson College 2004 — 2008
BA, Economics
The Gladstone Companies July 2011 - Present
Wells Fargo Securities June 2008 - June 2011
Education
Davidson College 2004 — 2008
BA, Economics
Karin McLaughlin's The Gladstone Companies Experience November 2012 - Present
Job Investor Relations at The Gladstone Companies
Industry Financial Services
Experience
The Gladstone Companies November 2012 - Present
Morgan Stanley Wealth Management January 2005 - September 2012
Red Peg Marketing 2008 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Investments, Event Management, Microsoft Word, Fundraising, Research, Strategic Planning, Social Media
Education
East Carolina University 2000 — 2004
Bachelor's degree, Education
The Gladstone Companies November 2012 - Present
Morgan Stanley Wealth Management January 2005 - September 2012
Red Peg Marketing 2008 - 2008
Skills
Event Planning, Microsoft Office, Microsoft Excel, Salesforce.com, PowerPoint, Investments, Event Management, Microsoft Word, Fundraising, Research, Strategic Planning, Social Media
Education
East Carolina University 2000 — 2004
Bachelor's degree, Education
Greg Bowie's The Gladstone Companies Experience October 2004 - Present
Job Director at The Gladstone Companies
Industry Venture Capital & Private Equity
Experience
The Gladstone Companies October 2004 - Present
Citigroup Global Markets August 2003 - September 2004
Citigroup 2003 - 2004
US Navy May 1992 - September 2001
Education
Georgetown University 2001 — 2003
Master of Business Administration (MBA)
The George Washington University 1988 — 1992
Bachelor of Science (BS), International Relations and Affairs
The Gladstone Companies October 2004 - Present
Citigroup Global Markets August 2003 - September 2004
Citigroup 2003 - 2004
US Navy May 1992 - September 2001
Education
Georgetown University 2001 — 2003
Master of Business Administration (MBA)
The George Washington University 1988 — 1992
Bachelor of Science (BS), International Relations and Affairs
Jonathan Kaloyanides's The Gladstone Companies Experience 2013 - Present
Job Senior Associate at PwC
Industry Accounting
Experience
The Gladstone Companies 2013 - Present
PwC September 2009 - March 2013
Education
Northeastern University 2009 — 2010
Master's degree, Accounting
Stonehill College 2005 — 2009
Bachelor's degree, Accounting and Finance
The Gladstone Companies 2013 - Present
PwC September 2009 - March 2013
Education
Northeastern University 2009 — 2010
Master's degree, Accounting
Stonehill College 2005 — 2009
Bachelor's degree, Accounting and Finance
Allyson Williams's The Gladstone Companies Experience 2005 - 2010
Job Attorney
Industry Law Practice
Experience
The Williams House 2010 - Present
The Gladstone Companies 2005 - 2010
Cooley LLP 2004 - 2005
Bass, Berry & Sims 2002 - 2003
Education
University of Arkansas 1999 — 2002
Doctor of Law (J.D.)
Rhodes College 1992 — 1996
Bachelor of Arts (B.A.), Biology
The Williams House 2010 - Present
The Gladstone Companies 2005 - 2010
Cooley LLP 2004 - 2005
Bass, Berry & Sims 2002 - 2003
Education
University of Arkansas 1999 — 2002
Doctor of Law (J.D.)
Rhodes College 1992 — 1996
Bachelor of Arts (B.A.), Biology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY