Valuation Counselors
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Valuation Counselors Employees
Employee
Years
Job
Industry
Lisa Twitchell Lisa Twitchell's Valuation Counselors Experience May 1982 - August 1983
Job Experienced teacher providing LinkedIn, Microsoft Office & iPhone training on a PC or a Mac in your office.
Industry Computer Software
Experience
Software Coach LLC March 2009 - Present
BIG: Business Introduction Group 2010 - Present
Star of Bethlehem School September 1997 - May 2008
Mount Mary University August 1990 - August 2002
U.S. Bank 1985 - 1990
Unisys Corp (formerly Burroughs Corp) 1983 - 1985
Valuation Counselors May 1982 - August 1983
Skills
Training, LinkedIn Training, Coaching, Networking, Public Speaking, Customer Service, Leadership, PowerPoint, Marketing, Sales, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Windows, Teaching, Advertising, Time Management
Education
Marquette University 1987 — 1990
MBA, Magna Cum Laude, Emphasis: Information Systems
Northern Illinois University - College of Business 1979 — 1983
BS, Computer Science and Finance
Cary-Grove High School
Software Coach LLC March 2009 - Present
BIG: Business Introduction Group 2010 - Present
Star of Bethlehem School September 1997 - May 2008
Mount Mary University August 1990 - August 2002
U.S. Bank 1985 - 1990
Unisys Corp (formerly Burroughs Corp) 1983 - 1985
Valuation Counselors May 1982 - August 1983
Skills
Training, LinkedIn Training, Coaching, Networking, Public Speaking, Customer Service, Leadership, PowerPoint, Marketing, Sales, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Windows, Teaching, Advertising, Time Management
Education
Marquette University 1987 — 1990
MBA, Magna Cum Laude, Emphasis: Information Systems
Northern Illinois University - College of Business 1979 — 1983
BS, Computer Science and Finance
Cary-Grove High School
Charles B. Higgins, CFA Charles B. Higgins, CFA's Valuation Counselors Experience February 1993 - June 1996
Job Director Business Valuation at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
CBIZ Valuation Group January 2009 - Present
CBIZ Valuation Group April 2004 - December 2008
cbiz valuation group 1998 - 2004
merrill lynch 1997 - 1997
Valuation Counselors February 1993 - June 1996
Skills
Business Valuation, Valuation, Mergers, SEC filings, Due Diligence, Financial Modeling, Financial Analysis, Financial Reporting, Purchase Price..., Private Equity, Sarbanes-Oxley Act, Corporate Finance, Management Consulting, Mergers & Acquisitions, Restructuring, Derivatives, US GAAP, Venture Capital, Acquisition Integration
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
MBA, Finance, Information Technology
Rider University 1988 — 1992
BS, Business Administration
Hamilton High School West
Ray Nicholson ASA, CDBV Ray Nicholson ASA, CDBV's Valuation Counselors Experience 1986 - 1989
Job Managing Director at CBIZ Valuation Group
Industry Financial Services
Experience
CBIZ Valuation Group LLC July 2002 - Present
KPMG 1997 - 2002
Arthur Andersen, Atlanta 1989 - 1996
Valuation Counselors 1986 - 1989
Arthur Andersen 1984 - 1986
Shaw & Baugh, Inc. 1982 - 1984
Skills
Business Valuation, Valuation, Mergers, Restructuring, Litigation Support, Mergers & Acquisitions, Expert Witness, Litigation, Financial Structuring, Bankruptcy, Finance, Due Diligence, Tax, Forensic Accounting, Corporate Governance, Financial Reporting, Divestitures, Real Estate, Financial Advisory, Corporate Finance, Private Equity, Financial Modeling, Venture Capital, Financial Analysis, IPO, Strategic Financial..., Acquisitions
Education
Georgia State University 1977 — 1980
BBA, Real Estate and Finance
Henderson High School 1969 — 1973
High School Diploma, General
CBIZ Valuation Group LLC July 2002 - Present
KPMG 1997 - 2002
Arthur Andersen, Atlanta 1989 - 1996
Valuation Counselors 1986 - 1989
Arthur Andersen 1984 - 1986
Shaw & Baugh, Inc. 1982 - 1984
Skills
Business Valuation, Valuation, Mergers, Restructuring, Litigation Support, Mergers & Acquisitions, Expert Witness, Litigation, Financial Structuring, Bankruptcy, Finance, Due Diligence, Tax, Forensic Accounting, Corporate Governance, Financial Reporting, Divestitures, Real Estate, Financial Advisory, Corporate Finance, Private Equity, Financial Modeling, Venture Capital, Financial Analysis, IPO, Strategic Financial..., Acquisitions
Education
Georgia State University 1977 — 1980
BBA, Real Estate and Finance
Henderson High School 1969 — 1973
High School Diploma, General
Jeremy Kerman Jeremy Kerman's Valuation Counselors Experience August 1997 - May 1998
Job Development Manager at Convexity Properties, LLC
Industry Real Estate
Experience
Convexity Properties, LLC February 2012 - Present
One Seventy Consulting Group, Inc. February 2005 - January 2012
Project Management Advisors May 1998 - February 2005
Valuation Counselors August 1997 - May 1998
Skills
Feasibility Studies, Risk Management, Leadership, Accounting, Entitlements, Real Estate Development, Land Development, Real Estate Economics, Mixed-use, Real Estate, Construction Management
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts, Urban Planning
University of the Virgin Islands 1991 — 1992
Convexity Properties, LLC February 2012 - Present
One Seventy Consulting Group, Inc. February 2005 - January 2012
Project Management Advisors May 1998 - February 2005
Valuation Counselors August 1997 - May 1998
Skills
Feasibility Studies, Risk Management, Leadership, Accounting, Entitlements, Real Estate Development, Land Development, Real Estate Economics, Mixed-use, Real Estate, Construction Management
Education
University of Illinois at Urbana-Champaign 1992 — 1997
Bachelor of Arts, Urban Planning
University of the Virgin Islands 1991 — 1992
Beth Smoots Beth Smoots's Valuation Counselors Experience 1993 - 2000
Job Executive Search & Consulting
Industry Management Consulting
Experience
Strategy & Search Resources April 2011 - Present
Bethesda Home & Retirement Center, Chicago, IL 2005 - April 2011
CBIZ Valuation Group 2002 - 2006
CBIZ Valuation Counselors 2000 - 2002
Valuation Counselors 1993 - 2000
Skills
Executive Search, Candidate Generation, Career Advocacy, Healthcare, Leadership, New Business Development, Coaching, Operations Management, Recruiting, Sales Management, Strategic Planning, Management, Talent Management, Human Resources, Change Management, Sales, Management Consulting
Education
University of Chicago Graduate School of Business 1987 — 1991
MBA, Quantitative Analysis
Northern Illinois University
BS, Finance, Management
Strategy & Search Resources April 2011 - Present
Bethesda Home & Retirement Center, Chicago, IL 2005 - April 2011
CBIZ Valuation Group 2002 - 2006
CBIZ Valuation Counselors 2000 - 2002
Valuation Counselors 1993 - 2000
Skills
Executive Search, Candidate Generation, Career Advocacy, Healthcare, Leadership, New Business Development, Coaching, Operations Management, Recruiting, Sales Management, Strategic Planning, Management, Talent Management, Human Resources, Change Management, Sales, Management Consulting
Education
University of Chicago Graduate School of Business 1987 — 1991
MBA, Quantitative Analysis
Northern Illinois University
BS, Finance, Management
Douglas Steele's Valuation Counselors Experience 1992 - 1996
Job Vice President of Corporate Development & Communications GFI Group Inc.
Industry Financial Services
Experience
GFI Group Inc. April 2000 - Present
American Express June 1998 - April 2000
KPMG Peat Marwick July 1996 - May 1998
Valuation Counselors 1992 - 1996
Skills
Mergers, Valuation, Corporate Development, Financial Planning &..., Financial Modeling, Strategic Financial..., Acquistions, Mergers & Acquisitions, IPO, Finance, Financial Analysis, Derivatives, Capital Markets, SEC filings, Hedge Funds, Investments, Analysis, Private Equity, Investment Banking, Securities, Fixed Income, Corporate Finance, Bloomberg, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1986 — 1989
BA, Management
Pennsbury High School 1982 — 1985
High School Diploma
GFI Group Inc. April 2000 - Present
American Express June 1998 - April 2000
KPMG Peat Marwick July 1996 - May 1998
Valuation Counselors 1992 - 1996
Skills
Mergers, Valuation, Corporate Development, Financial Planning &..., Financial Modeling, Strategic Financial..., Acquistions, Mergers & Acquisitions, IPO, Finance, Financial Analysis, Derivatives, Capital Markets, SEC filings, Hedge Funds, Investments, Analysis, Private Equity, Investment Banking, Securities, Fixed Income, Corporate Finance, Bloomberg, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
Master of Business Administration (M.B.A.), Finance, General
Gettysburg College 1986 — 1989
BA, Management
Pennsbury High School 1982 — 1985
High School Diploma
Josh Brown's Valuation Counselors Experience 1996 - 1998
Job Vice President at Creative Health Capital
Industry Financial Services
Experience
Creative Health Capital, LLC, ("CHC") 2007 - Present
WellSpring Valuation, Ltd. 2001 - 2006
CBIZ 1997 - 2000
Valuation Counselors 1996 - 1998
Skills
Valuation, Mergers, Financial Analysis, Debt, Private Equity, Start-ups, Real Estate Development, Healthcare, Business Planning, Due Diligence, Real Estate, Business Development, Joint Ventures, Investments, Mergers & Acquisitions, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Corporate Finance, Executive Management, Finance, Restructuring, Financial Advisory, Investment Banking, Capital Markets, Corporate Development, Acquisitions, Funding, Financial Structuring, Real Estate Economics, Loans, Structured Finance, Business Valuation, Credit, Credit Analysis, Leveraged Finance, Management, Strategic Planning, Strategy, Leadership, Budgets, Consulting
Education
Realtors Real Estate School
IL Licensed Real Estate Broker, Real Estate, IL Licensed Real Estate Broker
McMaster University 2000 — 2003
Honours B.A.
The University of British Columbia / UBC 1994 — 1996
Bachelor's Degree, Bachelor of Arts & Science
New Trier 1990 — 1994
High School Diploma
Creative Health Capital, LLC, ("CHC") 2007 - Present
WellSpring Valuation, Ltd. 2001 - 2006
CBIZ 1997 - 2000
Valuation Counselors 1996 - 1998
Skills
Valuation, Mergers, Financial Analysis, Debt, Private Equity, Start-ups, Real Estate Development, Healthcare, Business Planning, Due Diligence, Real Estate, Business Development, Joint Ventures, Investments, Mergers & Acquisitions, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Corporate Finance, Executive Management, Finance, Restructuring, Financial Advisory, Investment Banking, Capital Markets, Corporate Development, Acquisitions, Funding, Financial Structuring, Real Estate Economics, Loans, Structured Finance, Business Valuation, Credit, Credit Analysis, Leveraged Finance, Management, Strategic Planning, Strategy, Leadership, Budgets, Consulting
Education
Realtors Real Estate School
IL Licensed Real Estate Broker, Real Estate, IL Licensed Real Estate Broker
McMaster University 2000 — 2003
Honours B.A.
The University of British Columbia / UBC 1994 — 1996
Bachelor's Degree, Bachelor of Arts & Science
New Trier 1990 — 1994
High School Diploma
Cheryl Pickett's Valuation Counselors Experience June 1987 - October 2001
Job Commercial Real Estate Appraiser
Industry Real Estate
Experience
WP Consulting, Inc. October 2001 - Present
Valuation Counselors June 1987 - October 2001
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property Management, Sellers, Foreclosures, Short Sales, REO, Investors, Disposition, HUD
Education
Georgia State University 1982 — 1984
Bachelor of Business Administration (BBA), Economic / Labor Relations
WP Consulting, Inc. October 2001 - Present
Valuation Counselors June 1987 - October 2001
Skills
Real Estate, Investment Properties, Real Estate Transactions, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property Management, Sellers, Foreclosures, Short Sales, REO, Investors, Disposition, HUD
Education
Georgia State University 1982 — 1984
Bachelor of Business Administration (BBA), Economic / Labor Relations
Kacey Troyer's Valuation Counselors Experience 1986 - 2001
Job Managing Director at Troyer Advisors, LLC / CoFounder of The Aloha Group, LLC
Industry Hospital & Health Care
Experience
Troyer Advisors, LLC and The Aloha Group, LLC 2005 - Present
The Aloha Group January 2010 - August 2014
KPMG 2001 - 2005
Valuation Counselors 1986 - 2001
Skills
Valuation, Due Diligence, Healthcare, Financial Analysis, Mergers, Strategy, Marketing, Turn Around Management, Investment Properties, Retirement Homes, Strategic Financial..., Marketing Strategy, Market Analysis, New Business Development, Acquisitions, Business Strategy, Private Equity, Leadership, Mergers & Acquisitions, Start-ups, Real Estate, Investments, Venture Capital, Strategic Planning, Elder Care, Home Care, Long-term Care, Management, Market Research, Executive Management, Healthcare Industry, Analysis, Disposition, Real Estate Economics, Healthcare Consulting, Medicare, Finance, Asset Management, Brokerage, Real Estate Development, Location Intelligence, Portfolio Management, Joint Ventures, Financial Structuring, Seniors, Appraisals, Financial Modeling, Corporate Development, Public Speaking, Team Building
Education
Eastern Illinois University 1983 — 1986
B.S., Finance, Marketing
Rider University
MBA, Healthcare Administration
Temple University
Healthcare Administration
Troyer Advisors, LLC and The Aloha Group, LLC 2005 - Present
The Aloha Group January 2010 - August 2014
KPMG 2001 - 2005
Valuation Counselors 1986 - 2001
Skills
Valuation, Due Diligence, Healthcare, Financial Analysis, Mergers, Strategy, Marketing, Turn Around Management, Investment Properties, Retirement Homes, Strategic Financial..., Marketing Strategy, Market Analysis, New Business Development, Acquisitions, Business Strategy, Private Equity, Leadership, Mergers & Acquisitions, Start-ups, Real Estate, Investments, Venture Capital, Strategic Planning, Elder Care, Home Care, Long-term Care, Management, Market Research, Executive Management, Healthcare Industry, Analysis, Disposition, Real Estate Economics, Healthcare Consulting, Medicare, Finance, Asset Management, Brokerage, Real Estate Development, Location Intelligence, Portfolio Management, Joint Ventures, Financial Structuring, Seniors, Appraisals, Financial Modeling, Corporate Development, Public Speaking, Team Building
Education
Eastern Illinois University 1983 — 1986
B.S., Finance, Marketing
Rider University
MBA, Healthcare Administration
Temple University
Healthcare Administration
Sandy Spann's Valuation Counselors Experience January 1982 - January 1985
Job President at Sandra Spann
Industry Hospital & Health Care
Experience
Sandra Spann April 2008 - Present
Sandra Spann Consulting January 2008 - Present
Huron Consulting Group January 2004 - January 2008
Real Estate Analysis Corporation January 2002 - January 2004
CBIZ Valuation Counselors January 1992 - January 2002
Vas Co – January 1989 - January 1992
R. J. Spann General Contractors January 1985 - January 1989
Valuation Counselors January 1982 - January 1985
Skills
Healthcare, Strategic Planning, Team Building, Hospitals, Mergers & Acquisitions, Leadership, Budgets, Healthcare Management, Public Speaking, Valuation, Real Estate, Customer Service
Education
Appraisal Institute 1975 — 1981
Bachelor's Degree, Architecture & History of Art & Architecture
University of Illinois at Chicago 1975 — 1981
Bachelor of Arts, Architecture and Art History
Sandra Spann April 2008 - Present
Sandra Spann Consulting January 2008 - Present
Huron Consulting Group January 2004 - January 2008
Real Estate Analysis Corporation January 2002 - January 2004
CBIZ Valuation Counselors January 1992 - January 2002
Vas Co – January 1989 - January 1992
R. J. Spann General Contractors January 1985 - January 1989
Valuation Counselors January 1982 - January 1985
Skills
Healthcare, Strategic Planning, Team Building, Hospitals, Mergers & Acquisitions, Leadership, Budgets, Healthcare Management, Public Speaking, Valuation, Real Estate, Customer Service
Education
Appraisal Institute 1975 — 1981
Bachelor's Degree, Architecture & History of Art & Architecture
University of Illinois at Chicago 1975 — 1981
Bachelor of Arts, Architecture and Art History
Barry Rollins's Valuation Counselors Experience 1986 - 1988
Job Vice President at Chase Equipment Finance
Industry Financial Services
Experience
Chase Equipment Finance, JPMorgan Chase Bank June 2014 - Present
Merrill Marine Services, Inc. July 2009 - Present
Merrill Lynch Capital and Commercial Finance Corp 2002 - 2009
GE Capital 2001 - 2002
Heller Financial 2000 - 2002
American Appraisal Associates 1997 - 2000
Marshall & Stevens 1994 - 1997
Ernst & Young 1992 - 1994
Sanwa Business Credit 1988 - 1992
Valuation Counselors 1986 - 1988
Skills
Capital Markets, Finance, Risk Management, Corporate Finance, Banking, Negotiation, Business Development, Due Diligence, Appraisals, Financial Services, Management, Business Strategy, Commercial Banking, Credit Risk, Private Equity, Mergers & Acquisitions
Education
Northern Illinois University
BA, Finance
Quinlan School of Business, Loyola University Chicago
MBA, Finance Emphasis
Chase Equipment Finance, JPMorgan Chase Bank June 2014 - Present
Merrill Marine Services, Inc. July 2009 - Present
Merrill Lynch Capital and Commercial Finance Corp 2002 - 2009
GE Capital 2001 - 2002
Heller Financial 2000 - 2002
American Appraisal Associates 1997 - 2000
Marshall & Stevens 1994 - 1997
Ernst & Young 1992 - 1994
Sanwa Business Credit 1988 - 1992
Valuation Counselors 1986 - 1988
Skills
Capital Markets, Finance, Risk Management, Corporate Finance, Banking, Negotiation, Business Development, Due Diligence, Appraisals, Financial Services, Management, Business Strategy, Commercial Banking, Credit Risk, Private Equity, Mergers & Acquisitions
Education
Northern Illinois University
BA, Finance
Quinlan School of Business, Loyola University Chicago
MBA, Finance Emphasis
Tony Aris's Valuation Counselors Experience January 1981 - April 1990
Job Commercial Appraiser
Industry Real Estate
Experience
John P. Hill & Associates June 1993 - Present
Valuation Counselors January 1981 - April 1990
Skills
Valuation, Appraisals, Real Estate, Microsoft Excel, Enterprise Software, Real Estate Development, Leases, Real Estate Transactions, REO, Real Estate Economics, Commercial Real Estate
Education
Northeastern Illinois University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
John P. Hill & Associates June 1993 - Present
Valuation Counselors January 1981 - April 1990
Skills
Valuation, Appraisals, Real Estate, Microsoft Excel, Enterprise Software, Real Estate Development, Leases, Real Estate Transactions, REO, Real Estate Economics, Commercial Real Estate
Education
Northeastern Illinois University 1975 — 1979
Bachelor's degree, Business Administration and Management, General
Kraig Takacs's Valuation Counselors Experience April 1999 - December 2002
Job Senior Appraiser at AppraisalPacific Inc.
Industry Real Estate
Experience
AppraisalPacific Inc. January 2003 - Present
Valuation Counselors April 1999 - December 2002
Education
University of Florida 1990 — 1992
Master of Business Administration (MBA)
University of Florida 1985 — 1989
Bachelor of Arts (B.A.)
AppraisalPacific Inc. January 2003 - Present
Valuation Counselors April 1999 - December 2002
Education
University of Florida 1990 — 1992
Master of Business Administration (MBA)
University of Florida 1985 — 1989
Bachelor of Arts (B.A.)