The Malibu Group
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The Malibu Group Employees
Pacifica Senior Living November 2013 - Present
Emeritus Senior Living/Pacifica Senior Living September 2013 - Present
Emeritus 2013 - Present
Kisco Senior Living 2011 - 2013
Aegis Senior Living/Integral Senior Living 2009 - 2011
Kisco Senior Living 2005 - 2008
Kisco 2005 - 2008
The Malibu Group 2003 - 2005
Wells Fargo Home Mortgage 2001 - 2003
Fellowship of Christian Athletes (FCA) January 1995 - January 2002
Skills
Marketing, Community Outreach, Sales, Public Speaking, Strategy, Event Management, Budgets, Time Management, Negotiation, Community Development, Cold Calling, Healthcare, Elder Care, Public Relations, Fundraising, Nonprofits, Event Planning, Leadership, Team Building
Education
Northwest Missouri State University 1990 — 1992
BS, Public Relations
St. Louis Community College 1988 — 1990
AA; BS; Masters, Mass Media; Public Relations; Biblical Counseling
TriVista May 2014 - Present
SAGE Food Safety Consultants, LLC September 2010 - May 2014
The Malibu Group June 2009 - June 2010
The Kroger Co. 2006 - 2008
The Kroger Co. 2004 - 2006
The Kroger Co. 1999 - 2004
NGA (Niles Guichet Assoc.) 1998 - 1999
Premier Laser 1995 - 1998
MIDAC Corporation 1990 - 1995
Skills
Food Safety, Food Manufacturing, Quality Assurance, Recalls, Crisis Management, Mergers & Acquisitions, Due Diligence, Private Equity, Financial Analysis, GMP, HACCP, Supply Chain, Food Security, Bakery, Sanitation, Strategic Planning, FMCG, Management, Training, Dairy, Food Processing, Public Speaking, BRC, Manufacturing, Cross-functional Team..., P&L, Risk Management, Standards Development, Consumer Products, Analysis, Grocery, Program Management, Budgets, Procurement, Ingredients, Food Industry, Continuous Improvement, Food
Education
University of Cincinnati College of Business 2008 — 2009
MBA, Finance
University of Cincinnati College of Business 2004 — 2006
BBA, Marketing, International Business
Fidelity Investments August 2014 - August 2015
The Malibu Group September 2013 - July 2014
Order of Omega June 2012 - May 2013
Alpha Tau Omega Fraternity June 2012 - December 2012
Order of Omega January 2012 - May 2012
Alpha Tau Omega Fraternity May 2011 - December 2011
Alpha Tau Omega Fraternity January 2011 - December 2011
Tarrant County College June 2011 - August 2011
Alpha Tau Omega Fraternity January 2011 - May 2011
Alpha Tau Omega Fraternity May 2010 - December 2010
Skills
Teamwork, Marketing, Public Speaking, Event Planning, Management, Training, Recruiting, Entrepreneurship, Time Management, Leadership, Customer Service, Microsoft Excel
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Jefferies May 2015 - July 2015
City of Cincinnati March 2015 - May 2015
Cantor Fitzgerald May 2014 - August 2014
The Malibu Group May 2013 - August 2013
Skills
Analysis, Leadership, Research, Microsoft Excel, Valuation, Financial Accounting, PowerPoint, Mergers & Acquisitions, Financial Statement...
Education
University of Cincinnati 2012 — 2016
Bachelor's Degree, Finance, 3.94 / 4.00
The Malibu Group May 2005 - Present
To the Point Communications August 1997 - Present
National Coalition for the Protection of Chiildren & Families August 1994 - May 2005
Pepperdine University May 1990 - August 1994
Skills
Public Relations, Public Speaking, Writing, Editing, Media Relations, Corporate Communications, Press Releases, Journalism, Copywriting, Copy Editing, Creative Writing, Blogging, Crisis Communications, Marketing Communications, Newsletters, Strategic Communications, Internal Communications, Management, Content Development
Education
John Brown University 1987 — 1990
B.S., Journalism
Cincinnati Christian University
Master's Degree, Mental Health Counseling/Counselor
Hyde Park Community United Methodist Church Preschool August 2013 - Present
Montgomery Community Church July 2011 - Present
Thirty-One Gifts May 2010 - January 2015
The Malibu Group February 2013 - May 2013
Apex Restoration August 2010 - November 2011
Family Tree Chiropractic and Wellness September 2007 - June 2010
Sonrise Church May 2007 - August 2007
Stultz Pharmacy Inc December 2001 - May 2007
Skills
Customer Service, Retail, Microsoft Excel, Microsoft Office, Inventory Management, Recruiting, Human Resources, Sales, Training, Payroll, Marketing, Event Planning, Teaching, Volunteer Management, Time Management, Leadership Development, Microsoft Word
Education
Morehead State University 2001 — 2007
Bachelors, University Studies
Huntington National Bank December 2012 - Present
Federal Home Loan Bank of Pittsburgh February 2010 - December 2012
Federal Home Loan Bank of Cincinnati April 2009 - November 2009
The Malibu Group October 2008 - December 2008
Fidelity July 2007 - September 2008
TCS July 2000 - August 2006
Skills
VBA, SQL, SAS, C, C++, Fixed Income, Bloomberg, Access, Excel, Capital Markets, Market Risk, Financial Modeling, Risk Management, ALM, Options, Derivatives, Econometric Modeling, Quantitative Analytics, Equities, Financial Risk, Microsoft Excel, Banking, Oracle, Finance, Credit, Credit Risk, Analysis, Financial Analysis, Valuation, Economics, Portfolio Management, Financial Services
Education
University of Cincinnati College of Business 2006 — 2010
MS
University of Cincinnati College of Business 2006 — 2008
MBA
Jadavpur University 1996 — 2000
BE
GTCR LLC July 2014 - Present
Merrill Lynch July 2012 - July 2014
BofA Merrill Lynch June 2011 - August 2011
The Malibu Group May 2010 - August 2010
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance, 3.93
Arkansas Blood Institute 2010 - Present
The Malibu Group January 1991 - 2010
Education
Evangel University 1966 — 1968
BS, Pre-Med
Arkansas Tech University 1964 — 1966
A.S., Pre-Med
Hot Springs High School 1961 — 1964
The Malibu Group September 2013 - Present
Siena Research Institute November 2009 - August 2013
Grove City College January 2013 - May 2013
Skills
Leadership, Public Speaking, Communication Skills, Macroeconomics, Economics, Management, Time Management, Finance
Education
Grove City College 2011 — 2013
Bachelor of Arts (B.A.), Economics
Flynn & Company, Inc. February 2015 - Present
LegacyBuilders Capital Group, LLC September 2014 - January 2015
ComStock Advisors May 2011 - September 2014
The Malibu Group August 2004 - May 2011
AXA Advisors February 2001 - February 2004
Pentland Sports Group January 1999 - December 2000
Provident Financial Group September 1984 - December 1998
Skills
Recapitalizations, Divestitures, Private Capital, LBO, Mergers, Carve-outs, Strategic Planning, Succession Planning, Business Valuation, Corporate Development, Valuation, Corporate Finance, Middle Market, Fairness Opinions, Restructuring, Due Diligence, Deal Structuring, Negotiation, Buyouts, M&A experience, Private Equity, Mergers & Acquisitions, Finance, Strategic Financial..., Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Private Placements, Leveraged Finance, Investments, Deal Sourcing, Financial Structuring, Capital Raising
Education
Xavier University - Williams College of Business 1976 — 1980
MBA, Finance/Economics
Miami University 1970 — 1976
BS, Accounting
MCF Advisors 2010 - Present
ACG 2006 - Present
The Malibu Group September 2006 - February 2010
Corporex 2004 - 2006
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance
University of Notre Dame 1991 — 1995
Bachelors of Business Administration, Finance, Cum Laude
Bain & Company June 2014 - August 2014
Omnicare August 2011 - July 2013
Omnicare July 2009 - August 2011
The Malibu Group July 2007 - July 2009
Alpine Investors January 2006 - May 2006
University of Cincinnati September 2004 - December 2005
Cincinnati Sub-Zero June 2005 - September 2005
Skills
Corporate Development, Mergers, Acquisitions, Financial Analysis, Financial Modeling, Negotiation, Valuation, Due Diligence, Investments, Accounting, Mergers & Acquisitions, Strategy, Acquisition Integration, Forecasting, Business Valuation, Market Analysis, Corporate Finance, Growth Strategies, Business Strategy, Research, Private Equity, Finance, Divestitures
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.)
CFA Institute
FirstOnSite Restoration April 2014 - Present
FirstOnSite Restoration June 2013 - Present
The City of Calgary April 2013 - October 2013
FirstOnSite Restoration June 2011 - June 2013
Lydale Construction February 2003 - June 2011
Belfor Restoration Group July 2000 - January 2003
The Malibu Group June 1995 - November 1998
The REV Nightclub February 1993 - June 1995
Edmonton Klondike Days Association March 1992 - September 1992
West Edmonton Mall Property Inc. (West Edmonton Mall and Fantasyland Hotel) 1989 - 1992
Skills
Restoration, Public Relations, Marketing, Sales&Marketing, Daily Operations..., Customer Satisfaction, Long-term Customer..., Training Leadership, Training Facilitation, Training Delivery, Safety Administration, Safety Culture, Safety Compliance, Construction Safety, Construction, Construction Management, Remediation, Mold Remediation, Contractors, Risk Management, Applied Structural..., Contract Management, Operations Management, New Business Development, Team Building, Asbestos, Contract Negotiation, Water Damage, Indoor Air Quality, Insurance, Project Management
Education
Grant Macewan College 1990 — 1992
incomplete, Bachelor of Commerce