Valuation Research Corporation
Description
Address: 50 California Street, California St # 1300, San Francisco, CA 94111 Phone: (415) 277-1800: Category: : Hours: : : : : Place name: Website: Website: https://www.valuationresearch.com/ Category: Business to business service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Valuation Research Corporation Posting publicly on the Web Write a review Reviews Be the first to review
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Valuation Research Corporation Employees
Employee
Years
Job
Industry
Debbie Mathews Debbie Mathews's Valuation Research Corporation Experience October 2004 - March 2006
Job Executive Assistant
Industry Higher Education
Experience
The University of Texas at Austin February 2014 - Present
AMD March 2006 - December 2012
Valuation Research Corporation October 2004 - March 2006
HILL SCHWARTZ SPILKER KELLER LLC August 2003 - October 2004
AMD June 1996 - April 2003
J.E. Merit Constructors November 1995 - June 1996
Skills
SAP, Budgets, Editing, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Sales, Calendars, Software Documentation, Team Building, Accounting, Process Improvement, Inventory Management, Process Scheduler, Leadership, Time Management, Finance, Forecasting, Executive..., Telephone, Purchase Orders, Ordering Office Supplies, Managing Office Space..., Track Internal Assets, Organize Domestic and..., Event Planning, Meeting Planning, New Employee On-Boarding, Proofreading, Project Management, Onboarding, Non-disclosure..., Strategy, Marketing, Office Management, Visio
Education
Lone Star College System
Sam Houston State University
The University of Texas at Austin February 2014 - Present
AMD March 2006 - December 2012
Valuation Research Corporation October 2004 - March 2006
HILL SCHWARTZ SPILKER KELLER LLC August 2003 - October 2004
AMD June 1996 - April 2003
J.E. Merit Constructors November 1995 - June 1996
Skills
SAP, Budgets, Editing, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Microsoft Word, Sales, Calendars, Software Documentation, Team Building, Accounting, Process Improvement, Inventory Management, Process Scheduler, Leadership, Time Management, Finance, Forecasting, Executive..., Telephone, Purchase Orders, Ordering Office Supplies, Managing Office Space..., Track Internal Assets, Organize Domestic and..., Event Planning, Meeting Planning, New Employee On-Boarding, Proofreading, Project Management, Onboarding, Non-disclosure..., Strategy, Marketing, Office Management, Visio
Education
Lone Star College System
Sam Houston State University
Charles Paraboschi Charles Paraboschi's Valuation Research Corporation Experience May 2014 - Present
Job Analyst at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation May 2014 - Present
The William C. Dunkelberg Owl Fund September 2012 - May 2014
West Shore Group LLC September 2013 - February 2014
Tower Bridge Advisors May 2013 - September 2013
S. Jack Scaccetti Insurance June 2011 - December 2011
Discovery Semiconductors, Inc. June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Relative Value Trading, Bloomberg, Capital IQ, ThomsonOne, Technical Analysis, Currency, Telephone Skills, Microsoft Office, Excel models, WACC, Value Investing, Investments, Corporate Finance, Revenue Forecasting, Revenue Analysis, Public Speaking, Team Management, Team Leadership, Financial Reporting, Financial Forecasting, Cash Flow Forecasting, Forecasting, Bloomberg Terminal, Manage Client..., Healthcare Analytics, Portfolio Management, Valuation, Financial Markets, Equity Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - Fox School of Business and Management 2010 — 2014
B.B.A. Finance, Finance
Valuation Research Corporation May 2014 - Present
The William C. Dunkelberg Owl Fund September 2012 - May 2014
West Shore Group LLC September 2013 - February 2014
Tower Bridge Advisors May 2013 - September 2013
S. Jack Scaccetti Insurance June 2011 - December 2011
Discovery Semiconductors, Inc. June 2009 - August 2009
Skills
Finance, Financial Analysis, Financial Modeling, Microsoft Excel, DCF Valuation, Relative Value Trading, Bloomberg, Capital IQ, ThomsonOne, Technical Analysis, Currency, Telephone Skills, Microsoft Office, Excel models, WACC, Value Investing, Investments, Corporate Finance, Revenue Forecasting, Revenue Analysis, Public Speaking, Team Management, Team Leadership, Financial Reporting, Financial Forecasting, Cash Flow Forecasting, Forecasting, Bloomberg Terminal, Manage Client..., Healthcare Analytics, Portfolio Management, Valuation, Financial Markets, Equity Valuation, Equity Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Temple University - Fox School of Business and Management 2010 — 2014
B.B.A. Finance, Finance
Chess Barbatelli Chess Barbatelli's Valuation Research Corporation Experience January 1983 - May 1995
Job Consulting sales, marketing, product development, market expansion projects. Available short term or fulltime.
Industry Management Consulting
Experience
wWolfe Solutions January 2008 - Present
Pereles Bros, Inc. January 2013 - January 2014
LC Products, LLC July 1997 - May 2007
Valuation Research Corporation January 1983 - May 1995
Skills
Account Management, Finance, Coaching, Valuation, Strategy, Management Consulting, Mergers, Kaizen, Product Design, Due Diligence, Budgets, Contract Negotiation, New Business Development, Management, Public Speaking, Purchasing, Sourcing, Mergers & Acquisitions, Start-ups, Program Management, Investments, Investment Banking, Marketing, Organizational..., Strategic Planning, Strategic Thinking, Sales Management, Customer Service, Lean Manufacturing, Business Strategy, Executive Coaching, Leadership Development, Pricing
Education
Denison University 1972 — 1976
BA, Economics, History, Political Science
University of Wisconsin - Milwaukee 2011 — 2012
MBA coursework
Pepperdine University School of Law 1977 — 1980
JD, Business, Litigation
wWolfe Solutions January 2008 - Present
Pereles Bros, Inc. January 2013 - January 2014
LC Products, LLC July 1997 - May 2007
Valuation Research Corporation January 1983 - May 1995
Skills
Account Management, Finance, Coaching, Valuation, Strategy, Management Consulting, Mergers, Kaizen, Product Design, Due Diligence, Budgets, Contract Negotiation, New Business Development, Management, Public Speaking, Purchasing, Sourcing, Mergers & Acquisitions, Start-ups, Program Management, Investments, Investment Banking, Marketing, Organizational..., Strategic Planning, Strategic Thinking, Sales Management, Customer Service, Lean Manufacturing, Business Strategy, Executive Coaching, Leadership Development, Pricing
Education
Denison University 1972 — 1976
BA, Economics, History, Political Science
University of Wisconsin - Milwaukee 2011 — 2012
MBA coursework
Pepperdine University School of Law 1977 — 1980
JD, Business, Litigation
Robert E. Cronin Robert E. Cronin's Valuation Research Corporation Experience 2002 - 2005
Job Director Business Valuation Services at Mueller & Co., LLP
Industry Management Consulting
Experience
Mueller & Co., LLP 2014 - Present
Fort Dearborn Partners, Inc. 2013 - 2014
Ostrow Reisin Berk & Abrams 2011 - 2013
Reznick Group, P.C. 2010 - 2011
CBIZ 2005 - 2010
Valuation Research Corporation 2002 - 2005
KPMG 1997 - 2001
BDO USA, LLP 1995 - 1997
Peterson Consulting 1993 - 1995
Skills
Financial Analysis, Firm Valuation, Purchase Price..., Enterprise Valuation, Revenue Modeling, Technology Valuation, Fairness Opinions, ESOP, Fair Value, Impairment, Gift Tax, Estate Tax Planning, Business Valuation, Valuation, Financial Modeling, Financial Planning, Management Consulting, Business Planning, Restructuring, Strategic Planning, Forecasting, Litigation Support, Banking, Business Analysis, New Business Development, Revenue Forecasting, Mergers, Equity Valuation, Intangible Assets, Intellectual Property..., DCF Valuation, Company Valuation, Valuation Modeling, Mergers & Acquisitions, Financial Reporting, Accounting, Strategic Financial..., Executive Management, Cash Flow, Auditing, Internal Controls, Finance, Leadership, Analysis, Budgets, business development, Business Development, Tax, Cash Flow Forecasting, Private Equity
Education
Colorado State University
BA
New Trier West
University of Colorado
MBA, Finance
Mueller & Co., LLP 2014 - Present
Fort Dearborn Partners, Inc. 2013 - 2014
Ostrow Reisin Berk & Abrams 2011 - 2013
Reznick Group, P.C. 2010 - 2011
CBIZ 2005 - 2010
Valuation Research Corporation 2002 - 2005
KPMG 1997 - 2001
BDO USA, LLP 1995 - 1997
Peterson Consulting 1993 - 1995
Skills
Financial Analysis, Firm Valuation, Purchase Price..., Enterprise Valuation, Revenue Modeling, Technology Valuation, Fairness Opinions, ESOP, Fair Value, Impairment, Gift Tax, Estate Tax Planning, Business Valuation, Valuation, Financial Modeling, Financial Planning, Management Consulting, Business Planning, Restructuring, Strategic Planning, Forecasting, Litigation Support, Banking, Business Analysis, New Business Development, Revenue Forecasting, Mergers, Equity Valuation, Intangible Assets, Intellectual Property..., DCF Valuation, Company Valuation, Valuation Modeling, Mergers & Acquisitions, Financial Reporting, Accounting, Strategic Financial..., Executive Management, Cash Flow, Auditing, Internal Controls, Finance, Leadership, Analysis, Budgets, business development, Business Development, Tax, Cash Flow Forecasting, Private Equity
Education
Colorado State University
BA
New Trier West
University of Colorado
MBA, Finance
Jacquelyn N. Obert, CFA Jacquelyn N. Obert, CFA's Valuation Research Corporation Experience May 2013 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation May 2013 - Present
Skills
Valuation, Financial Modeling, Financial Reporting, Financial Analysis, Business Planning, Intangible Assets, Mergers & Acquisitions, Finance, Investments, Due Diligence, Management, Start-ups
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA
Tulane University 2003 — 2006
BS
Ursuline Academy 1999 — 2003
Valuation Research Corporation May 2013 - Present
Skills
Valuation, Financial Modeling, Financial Reporting, Financial Analysis, Business Planning, Intangible Assets, Mergers & Acquisitions, Finance, Investments, Due Diligence, Management, Start-ups
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA
Tulane University 2003 — 2006
BS
Ursuline Academy 1999 — 2003
PJ Patel, CFA PJ Patel, CFA's Valuation Research Corporation Experience April 2008 - December 2013
Job Senior Managing Director & CoCEO at Valuation Research Corporation (VRC)
Industry Accounting
Experience
Valuation Research Corporation (VRC) December 2013 - Present
Valuation Research Corporation April 2008 - December 2013
Valuation Research Corporation October 2001 - April 2008
Marshall & Stevens 1996 - 2001
Skills
Fair Value, Valuation, Financial Reporting, Intangible Assets, Financial Analysis, tax valuation, goodwill impairment, asset impairment, brands, IPR&D
Education
University of Toronto 1990 — 1994
BSc, Chemistry, mathematics
Canisius College 1995 — 1996
MBA, Finance
Valuation Research Corporation (VRC) December 2013 - Present
Valuation Research Corporation April 2008 - December 2013
Valuation Research Corporation October 2001 - April 2008
Marshall & Stevens 1996 - 2001
Skills
Fair Value, Valuation, Financial Reporting, Intangible Assets, Financial Analysis, tax valuation, goodwill impairment, asset impairment, brands, IPR&D
Education
University of Toronto 1990 — 1994
BSc, Chemistry, mathematics
Canisius College 1995 — 1996
MBA, Finance
Eddie Price Eddie Price's Valuation Research Corporation Experience November 1982 - January 1985
Job Director at KBKG, Inc.
Industry Real Estate
Experience
KBKG, Inc. June 2013 - Present
Fortress Analytics, Inc. November 2009 - June 2013
Career Workshops, Inc. December 2001 - December 2011
Marshall & Swift October 2008 - November 2009
Deloitte Financial Advisory Services, LLP November 1988 - October 2008
Arthur D. Little Valuation January 1985 - November 1988
Valuation Research Corporation November 1982 - January 1985
Skills
Valuation, Real Estate, Leadership, Tax, Management Consulting, Commercial Real Estate, Management, Consulting, Cost Segregation, Financial Analysis, Mergers & Acquisitions, Depreciation, Construction, Real Estate Development, Financial Modeling, Analytics, Tax Advisory, Analysis, Small Business, Acquisitions, Fixed Assets, Purchase Price..., Employee Training, Project Estimation, Construction Management, Business, Tax Consulting, Tax Depreciation, Tax Recovery Periods, Fixed Asset Reviews, Cost Estimating
Education
Texas A&M University 1981 — 1982
Master of Science`, Construction Management
Texas A&M University 1977 — 1981
Bachelor of Environmental Design, Environmental Design/Architecture
KBKG, Inc. June 2013 - Present
Fortress Analytics, Inc. November 2009 - June 2013
Career Workshops, Inc. December 2001 - December 2011
Marshall & Swift October 2008 - November 2009
Deloitte Financial Advisory Services, LLP November 1988 - October 2008
Arthur D. Little Valuation January 1985 - November 1988
Valuation Research Corporation November 1982 - January 1985
Skills
Valuation, Real Estate, Leadership, Tax, Management Consulting, Commercial Real Estate, Management, Consulting, Cost Segregation, Financial Analysis, Mergers & Acquisitions, Depreciation, Construction, Real Estate Development, Financial Modeling, Analytics, Tax Advisory, Analysis, Small Business, Acquisitions, Fixed Assets, Purchase Price..., Employee Training, Project Estimation, Construction Management, Business, Tax Consulting, Tax Depreciation, Tax Recovery Periods, Fixed Asset Reviews, Cost Estimating
Education
Texas A&M University 1981 — 1982
Master of Science`, Construction Management
Texas A&M University 1977 — 1981
Bachelor of Environmental Design, Environmental Design/Architecture
Joseph Calvanico, MAI Joseph Calvanico, MAI's Valuation Research Corporation Experience 1986 - 1987
Job President at Madison Appraisal, LLC
Industry Real Estate
Experience
Madison Appraisal, LLC March 2015 - Present
Navigant Capital Advisors November 2013 - March 2015
Hilco November 2012 - November 2013
Crowe Horwath LLP February 2010 - November 2012
Grant Thornton LLP July 2005 - February 2010
General Electric Company January 2001 - January 2005
KPMG LLP September 1992 - September 2001
Price Waterhouse January 1991 - January 1992
Morton Thiokol/Morton International January 1988 - January 1991
Valuation Research Corporation 1986 - 1987
Skills
Real Estate, Valuation, Property Tax, Appraisals, Real Estate Investment, Expert Witness, Machinery and Equipment..., Marine Survey &..., Aircraft Valuation, Fixed Asset Inventory..., Published Author, Tax, Analysis, Fixed Assets, Inventory Management, Bankruptcy, Tax Research, Due Diligence, Tax Advisory, Finance, Tax Law, Property, Accounting, Auditing, Real Estate Economics, Forensic Accounting, Financial Reporting, Commercial Real Estate, Investment Properties, Management, Sarbanes-Oxley Act, Leadership, Income Tax, Financial Analysis, US GAAP, SEC filings, Negotiation, GAAP, Internal Controls, International Tax, Mergers & Acquisitions, Tax Accounting, Sarbanes-Oxley, CPA, Private Equity, Restructuring, Business Valuation, Financial Modeling, Corporate Finance, Corporate Tax
Education
University of Wisconsin-Milwaukee
BA, Economics
The John Marshall Law School
MS, Real Estate Law
Waukesha North High School
Madison Appraisal, LLC March 2015 - Present
Navigant Capital Advisors November 2013 - March 2015
Hilco November 2012 - November 2013
Crowe Horwath LLP February 2010 - November 2012
Grant Thornton LLP July 2005 - February 2010
General Electric Company January 2001 - January 2005
KPMG LLP September 1992 - September 2001
Price Waterhouse January 1991 - January 1992
Morton Thiokol/Morton International January 1988 - January 1991
Valuation Research Corporation 1986 - 1987
Skills
Real Estate, Valuation, Property Tax, Appraisals, Real Estate Investment, Expert Witness, Machinery and Equipment..., Marine Survey &..., Aircraft Valuation, Fixed Asset Inventory..., Published Author, Tax, Analysis, Fixed Assets, Inventory Management, Bankruptcy, Tax Research, Due Diligence, Tax Advisory, Finance, Tax Law, Property, Accounting, Auditing, Real Estate Economics, Forensic Accounting, Financial Reporting, Commercial Real Estate, Investment Properties, Management, Sarbanes-Oxley Act, Leadership, Income Tax, Financial Analysis, US GAAP, SEC filings, Negotiation, GAAP, Internal Controls, International Tax, Mergers & Acquisitions, Tax Accounting, Sarbanes-Oxley, CPA, Private Equity, Restructuring, Business Valuation, Financial Modeling, Corporate Finance, Corporate Tax
Education
University of Wisconsin-Milwaukee
BA, Economics
The John Marshall Law School
MS, Real Estate Law
Waukesha North High School
Devon Martineaux's Valuation Research Corporation Experience April 2013 - Present
Job Financial Analyst at Valuation Research Corporation
Industry Venture Capital & Private Equity
Experience
Valuation Research Corporation April 2013 - Present
Drexel University 2008 - 2013
Drexel University Investment Fund March 2012 - June 2012
Mufson Howe Hunter & Company September 2011 - March 2012
DuPont Capital Management September 2010 - March 2011
Sun National Bank September 2009 - March 2010
L&M Home Remodeling June 2007 - August 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Finance, Portfolio Management, Public Speaking, investment banking, Private Equity, Investment Banking, Risk Management, Valuation, Mergers & Acquisitions, Investments, Due Diligence, Analysis
Education
Drexel University 2008 — 2013
Bachelor of Applied Science (BASc), Business Administration, Concentrations in Finance and Accounting
Valuation Research Corporation April 2013 - Present
Drexel University 2008 - 2013
Drexel University Investment Fund March 2012 - June 2012
Mufson Howe Hunter & Company September 2011 - March 2012
DuPont Capital Management September 2010 - March 2011
Sun National Bank September 2009 - March 2010
L&M Home Remodeling June 2007 - August 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Finance, Portfolio Management, Public Speaking, investment banking, Private Equity, Investment Banking, Risk Management, Valuation, Mergers & Acquisitions, Investments, Due Diligence, Analysis
Education
Drexel University 2008 — 2013
Bachelor of Applied Science (BASc), Business Administration, Concentrations in Finance and Accounting
Anthony Law Anthony Law's Valuation Research Corporation Experience 2003 - Present
Job Managing Director / Partner at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation 2003 - Present
Sargent & Lundy 2001 - 2002
Dresner Partners 1998 - 2001
Deloitte 1994 - 1998
Skills
Mergers and Acquisitions, Solvency Opinions, Business Valuation, Fairness Opinions, Financial Reporting, Portfolio Valuations, Equity Valuation, Section 409A, Hedge Funds, Illiquid Investments, Intangible Asset...
Education
The University of Chicago - Booth School of Business 1990 — 1994
Master of Business Administration (M.B.A.), finance and accounting
University of Illinois at Chicago 1985 — 1987
Bachelor of Science (BS), electrical engineering
Valuation Research Corporation 2003 - Present
Sargent & Lundy 2001 - 2002
Dresner Partners 1998 - 2001
Deloitte 1994 - 1998
Skills
Mergers and Acquisitions, Solvency Opinions, Business Valuation, Fairness Opinions, Financial Reporting, Portfolio Valuations, Equity Valuation, Section 409A, Hedge Funds, Illiquid Investments, Intangible Asset...
Education
The University of Chicago - Booth School of Business 1990 — 1994
Master of Business Administration (M.B.A.), finance and accounting
University of Illinois at Chicago 1985 — 1987
Bachelor of Science (BS), electrical engineering
Sanjay Chandran Sanjay Chandran's Valuation Research Corporation Experience September 2008 - Present
Job Analyst at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation September 2008 - Present
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Equities, Factset, Capital IQ, Equity Valuation, High Yield, Investments, Excel, Business Valuation, Corporate Finance, Due Diligence, Business Analysis, Financial Reporting, Fairness Opinions, Hedge Funds
Education
Columbia University in the City of New York 2004 — 2008
Bachelor's, Operations Research, Economics, Applied Math
Valuation Research Corporation September 2008 - Present
Skills
Valuation, Financial Modeling, Bloomberg, Equity Research, Financial Analysis, Equities, Factset, Capital IQ, Equity Valuation, High Yield, Investments, Excel, Business Valuation, Corporate Finance, Due Diligence, Business Analysis, Financial Reporting, Fairness Opinions, Hedge Funds
Education
Columbia University in the City of New York 2004 — 2008
Bachelor's, Operations Research, Economics, Applied Math
Chad Myers, ASA Chad Myers, ASA's Valuation Research Corporation Experience April 2012 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2012 - Present
Valuation Research Corporation April 2007 - March 2012
Ohio National Financial Services January 2006 - March 2007
Skills
Business Valuation, Intangible Assets, Purchase Price..., 409A, Valuation, MBA, Business Planning, Loans, Corporate Finance, Customer Service
Education
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Finance, General
La Salle High School 1993 — 1997
Valuation Research Corporation April 2012 - Present
Valuation Research Corporation April 2007 - March 2012
Ohio National Financial Services January 2006 - March 2007
Skills
Business Valuation, Intangible Assets, Purchase Price..., 409A, Valuation, MBA, Business Planning, Loans, Corporate Finance, Customer Service
Education
Xavier University 2004 — 2006
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University - The Max M. Fisher College of Business 1997 — 2001
BSBA, Finance, General
La Salle High School 1993 — 1997
Neal Piper's Valuation Research Corporation Experience January 2013 - Present
Job Financial Analyst at Valuation Research Corporation
Industry Consumer Services
Experience
Valuation Research Corporation January 2013 - Present
Morgan Stanley Wealth Management June 2012 - December 2012
Safe Touch Security Systems October 2009 - June 2012
Artesian Pools November 2002 - August 2011
Hillcrest Benefit Administrators July 1998 - November 2002
Casico, LLC July 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Excel, Access, Word, PowerPoint, Consultative Selling, Electronic Security..., Valuation, Finance, Insurance, Investments
Education
University of South Florida - College of Business Administration 2010 — 2012
Bachelor's degree, Finance
Southern Illinois University, Carbondale 1994 — 1995
Valuation Research Corporation January 2013 - Present
Morgan Stanley Wealth Management June 2012 - December 2012
Safe Touch Security Systems October 2009 - June 2012
Artesian Pools November 2002 - August 2011
Hillcrest Benefit Administrators July 1998 - November 2002
Casico, LLC July 1995 - July 1998
Skills
Financial Analysis, Financial Modeling, Equity Research, Equity Valuation, Excel, Access, Word, PowerPoint, Consultative Selling, Electronic Security..., Valuation, Finance, Insurance, Investments
Education
University of South Florida - College of Business Administration 2010 — 2012
Bachelor's degree, Finance
Southern Illinois University, Carbondale 1994 — 1995
Jennifer Tischer Jennifer Tischer's Valuation Research Corporation Experience February 2015 - Present
Job Marketing Director | Brand Storyteller | Creative Copywriter | Adaptable Project Manager | VPValuation Research Corp.
Industry Banking
Experience
Valuation Research Corporation February 2015 - Present
Associated Bank October 2006 - February 2015
Robert W. Baird & Co. July 2000 - October 2006
CMI Group, Inc. 1993 - 2000
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, B2B Marketing, Financial Services, Banking, Advertising, Relationship Management, Direct Marketing, Market Planning, Common Sense, Creative Writer, Creative Briefs, Down to Earth, Radio Advertising, Brand Development, Strategic Planning, Email Marketing, Corporate Communications, Project Management, Content Marketing, Promotional Copy, Product Marketing, Social Media Marketing, Marketing Budget..., Thought Leadership, Online Marketing, Collaborative Problem..., Non-profit Volunteer, Humor, Sponsorship Programs, Emotional Intelligence, Intuition, Authentic, Brand Awareness, Trade Shows, Event Planning, B2C marketing, Brand Ambassadors, Web Content, Seminar Marketing, Adapt Quickly to Change, Driven By Results, Customer Centric..., Leadership
Education
Alverno College
Bachelor of Arts (B.A.), Communication, Management & Technology
Bryant and Stratton College-Milwaukee
Associate of Arts (A.A.), Business Management
Valuation Research Corporation February 2015 - Present
Associated Bank October 2006 - February 2015
Robert W. Baird & Co. July 2000 - October 2006
CMI Group, Inc. 1993 - 2000
Skills
Marketing Communications, Marketing Strategy, Marketing, Copywriting, B2B Marketing, Financial Services, Banking, Advertising, Relationship Management, Direct Marketing, Market Planning, Common Sense, Creative Writer, Creative Briefs, Down to Earth, Radio Advertising, Brand Development, Strategic Planning, Email Marketing, Corporate Communications, Project Management, Content Marketing, Promotional Copy, Product Marketing, Social Media Marketing, Marketing Budget..., Thought Leadership, Online Marketing, Collaborative Problem..., Non-profit Volunteer, Humor, Sponsorship Programs, Emotional Intelligence, Intuition, Authentic, Brand Awareness, Trade Shows, Event Planning, B2C marketing, Brand Ambassadors, Web Content, Seminar Marketing, Adapt Quickly to Change, Driven By Results, Customer Centric..., Leadership
Education
Alverno College
Bachelor of Arts (B.A.), Communication, Management & Technology
Bryant and Stratton College-Milwaukee
Associate of Arts (A.A.), Business Management
Joseph J. Heidt Joseph J. Heidt's Valuation Research Corporation Experience May 2015 - August 2015
Job President at Temple University Investment Association
Industry Financial Services
Experience
The William C. Dunkelberg Owl Fund May 2015 - Present
Valuation Research Corporation May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
The William C. Dunkelberg Owl Fund August 2014 - January 2015
Roof Management Services, Inc. July 2014 - August 2014
Abington Friends School June 2011 - August 2013
Roof Management Services, Inc. September 2010 - August 2013
Education
Temple University - Fox School of Business and Management 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Accounting, 3.95/4.0 GPA
Temple University Rome 2014 — 2014
La Salle College High School 2009 — 2013
High School Diploma, 4.13/4.0 GPA (Weighted)
The William C. Dunkelberg Owl Fund May 2015 - Present
Valuation Research Corporation May 2015 - August 2015
The William C. Dunkelberg Owl Fund January 2015 - May 2015
The William C. Dunkelberg Owl Fund August 2014 - January 2015
Roof Management Services, Inc. July 2014 - August 2014
Abington Friends School June 2011 - August 2013
Roof Management Services, Inc. September 2010 - August 2013
Education
Temple University - Fox School of Business and Management 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance & Accounting, 3.95/4.0 GPA
Temple University Rome 2014 — 2014
La Salle College High School 2009 — 2013
High School Diploma, 4.13/4.0 GPA (Weighted)
Mike McDonagh Mike McDonagh's Valuation Research Corporation Experience November 1985 - November 1987
Job Owner, Mallery & Zimmerman
Industry Law Practice
Experience
Mallery & Zimmerman, S.C. April 2000 - Present
Michael Best and Friedrich November 1997 - April 2000
von Briesen & Roper, s.c. November 1991 - November 1997
The Diana Corporation November 1987 - November 1991
Valuation Research Corporation November 1985 - November 1987
Skills
Securities, Non-profits, Healthcare, Contract Negotiation, Mergers, Corporate Law, Negotiation, Corporate Governance, Due Diligence, Employment Contracts, Business Strategy, Private Equity, Joint Ventures, Mergers & Acquisitions, Civil Litigation, Litigation, Mediation, Business Litigation, Legal Research, Legal Writing, Appeals
Education
American University Washington College of Law 1982 — 1985
JD, Securities Regulation
Kalamazoo College
BA - 1981, Economics
Mallery & Zimmerman, S.C. April 2000 - Present
Michael Best and Friedrich November 1997 - April 2000
von Briesen & Roper, s.c. November 1991 - November 1997
The Diana Corporation November 1987 - November 1991
Valuation Research Corporation November 1985 - November 1987
Skills
Securities, Non-profits, Healthcare, Contract Negotiation, Mergers, Corporate Law, Negotiation, Corporate Governance, Due Diligence, Employment Contracts, Business Strategy, Private Equity, Joint Ventures, Mergers & Acquisitions, Civil Litigation, Litigation, Mediation, Business Litigation, Legal Research, Legal Writing, Appeals
Education
American University Washington College of Law 1982 — 1985
JD, Securities Regulation
Kalamazoo College
BA - 1981, Economics
Robert Schulte Robert Schulte's Valuation Research Corporation Experience 1997 - Present
Job
Industry Financial Services
Experience
Valuation Research Corporation 1997 - Present
FranNet 1994 - 1996
Minet Financial Services, Inc. (division of The St. Paul Companies) 1992 - 1994
Valuation Research Corporation 1987 - 1992
First Interstate Bank of California 1987 - 1987
Arthur Andersen Business Consulting 1983 - 1987
Skills
Energy MLP, Financial Reporting, Solvency Opinions, Fairness Opinions, Valuation, Solvency
Education
University of Southern California - Marshall School of Business 1976 — 1980
BS, Business
Loyola Law School, Loyola Marymount University 1980 — 1982
Valuation Research Corporation 1997 - Present
FranNet 1994 - 1996
Minet Financial Services, Inc. (division of The St. Paul Companies) 1992 - 1994
Valuation Research Corporation 1987 - 1992
First Interstate Bank of California 1987 - 1987
Arthur Andersen Business Consulting 1983 - 1987
Skills
Energy MLP, Financial Reporting, Solvency Opinions, Fairness Opinions, Valuation, Solvency
Education
University of Southern California - Marshall School of Business 1976 — 1980
BS, Business
Loyola Law School, Loyola Marymount University 1980 — 1982
Jeff Trader Jeff Trader's Valuation Research Corporation Experience 1984 - December 2011
Job Enjoying Retirement!
Industry Investment Banking
Experience
Traveling With Friends January 2014 - Present
Eisen Fox & Company LLC August 2012 - December 2013
Valuation Research Corporation 1984 - December 2011
Heritage Bank 1976 - 1984
Independence Bank Group February 1973 - September 1976
Skills
Investment Banking, Mergers, Acquisitions, Divestitures, Business Valuation, Due Diligence, Management Consulting
Education
Carroll University 1969 — 1973
Bachelor of Arts, Economics
Traveling With Friends January 2014 - Present
Eisen Fox & Company LLC August 2012 - December 2013
Valuation Research Corporation 1984 - December 2011
Heritage Bank 1976 - 1984
Independence Bank Group February 1973 - September 1976
Skills
Investment Banking, Mergers, Acquisitions, Divestitures, Business Valuation, Due Diligence, Management Consulting
Education
Carroll University 1969 — 1973
Bachelor of Arts, Economics
Deborah Marx Deborah Marx's Valuation Research Corporation Experience December 2011 - March 2014
Job Technical Support at Labeltraxx
Industry Information Technology and Services
Experience
Labeltraxx March 2014 - Present
Valuation Research Corporation December 2011 - March 2014
Waukesha Bearings Corporation August 2010 - December 2011
Milwaukee PC October 2001 - December 2011
Metro Networks February 1998 - November 2008
Journal Broadcast Group May 2001 - September 2002
Aahs World Radio 1997 - 1998
K Line America July 1993 - May 1997
Skills
Computer Hardware, IT Asset Management, Software Installation, Voice Over, Voice Acting, Theatrical Production, Active Directory, Radio Host, Customer Service, Outlook, Help Desk Support, Microsoft Exchange, Network Administration, VPN, Radio
Education
PC ProSchools (Now Brensten) 2010 — 2010
Microsoft Certifications, IT and Network Administration
Connecticut School of Broadcasting 1996 — 1996
Associates Degree, Broadcasting
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Arts, Spanish-Liberal Arts
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
Universidad de Valladolid 1990 — 1990
Certificado, Estudios Para Estranjeros
Grafton High School 1984 — 1988
Labeltraxx March 2014 - Present
Valuation Research Corporation December 2011 - March 2014
Waukesha Bearings Corporation August 2010 - December 2011
Milwaukee PC October 2001 - December 2011
Metro Networks February 1998 - November 2008
Journal Broadcast Group May 2001 - September 2002
Aahs World Radio 1997 - 1998
K Line America July 1993 - May 1997
Skills
Computer Hardware, IT Asset Management, Software Installation, Voice Over, Voice Acting, Theatrical Production, Active Directory, Radio Host, Customer Service, Outlook, Help Desk Support, Microsoft Exchange, Network Administration, VPN, Radio
Education
PC ProSchools (Now Brensten) 2010 — 2010
Microsoft Certifications, IT and Network Administration
Connecticut School of Broadcasting 1996 — 1996
Associates Degree, Broadcasting
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Arts, Spanish-Liberal Arts
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
Universidad de Valladolid 1990 — 1990
Certificado, Estudios Para Estranjeros
Grafton High School 1984 — 1988
David Gaynor David Gaynor's Valuation Research Corporation Experience 2007 - 2008
Job Senior Manager at Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP February 2014 - Present
CohnReznick LLP July 2012 - February 2014
Pluris Valuation Advisors LLC June 2010 - June 2012
Management Planning, Inc. April 2008 - April 2010
Valuation Research Corporation 2007 - 2008
Crowe Horwath LLP 2003 - 2007
Amper, Politziner & Mattia, LLP 2002 - 2003
Skills
Business Valuation, Valuation, Purchase Price..., Intangible Assets, Fair Value, SEC filings, Financial Reporting, Due Diligence, ESOP, Forensic Accounting, Equities, Private Equity, Financial Modeling, Financial Analysis, DCF, Equity Valuation, Fairness Opinions, FAS 157, Insurance, Intellectual Property..., IFRS, US GAAP, GAAP, Equity Research, Litigation Support, Bankruptcy, Hedge Funds, Limited Partnerships, LLC, Private Companies
Education
The College of New Jersey 1990 — 1998
BS, Finance
Notre Dame
Rider University
Crowe Horwath LLP February 2014 - Present
CohnReznick LLP July 2012 - February 2014
Pluris Valuation Advisors LLC June 2010 - June 2012
Management Planning, Inc. April 2008 - April 2010
Valuation Research Corporation 2007 - 2008
Crowe Horwath LLP 2003 - 2007
Amper, Politziner & Mattia, LLP 2002 - 2003
Skills
Business Valuation, Valuation, Purchase Price..., Intangible Assets, Fair Value, SEC filings, Financial Reporting, Due Diligence, ESOP, Forensic Accounting, Equities, Private Equity, Financial Modeling, Financial Analysis, DCF, Equity Valuation, Fairness Opinions, FAS 157, Insurance, Intellectual Property..., IFRS, US GAAP, GAAP, Equity Research, Litigation Support, Bankruptcy, Hedge Funds, Limited Partnerships, LLC, Private Companies
Education
The College of New Jersey 1990 — 1998
BS, Finance
Notre Dame
Rider University
Robert Lamberti, CFA Robert Lamberti, CFA's Valuation Research Corporation Experience 1997 - 1998
Job Principal & Vice President Investments at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Joe Clement Joe Clement's Valuation Research Corporation Experience 1986 - 1989
Job Partner Arias Valuation Group
Industry Financial Services
Experience
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Arias Valuation Group January 2010 - Present
Hein & Associates 2008 - 2009
CBIZ Valuation Group 2005 - 2008
Arthur Andersen & Co. 1989 - 1995
Valuation Research Corporation 1986 - 1989
Skills
Mergers, Financial Reporting, Business Valuation, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Managerial Finance, Private Equity, Forecasting, Accounting, Financial Accounting, Due Diligence, Mergers & Acquisitions, Analysis, Tax
Education
Xavier University - Williams College of Business 1984 — 1985
MBA, Corporate Finance
University of Cincinnati College of Business 1980 — 1982
BA, Business Administration
Tim Ramsayer Tim Ramsayer's Valuation Research Corporation Experience January 1989 - June 1991
Job Valuation Advisory
Industry Financial Services
Experience
American Appraisal Associates January 2004 - 2015
Arthur Andersen 1995 - 2002
Ernst & Young 1991 - 1995
Valuation Research Corporation January 1989 - June 1991
Skills
Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Practice Management, Financial Analysis, Client Relations, Project Management, Risk Management, Restructuring, Finance
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance
American Appraisal Associates January 2004 - 2015
Arthur Andersen 1995 - 2002
Ernst & Young 1991 - 1995
Valuation Research Corporation January 1989 - June 1991
Skills
Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Practice Management, Financial Analysis, Client Relations, Project Management, Risk Management, Restructuring, Finance
Education
Miami University 1984 — 1988
Bachelor of Science (B.S.), Finance
Andre Deazle Andre Deazle's Valuation Research Corporation Experience 2005 - 2006
Job Finance Professional | Auditor | Entrepreneur
Industry Hospital & Health Care
Experience
NYC Health and Hospitals Corporation 2008 - Present
Urban Hoops and Dreams 2004 - Present
Random Company 2014 - 2015
Goldman Sachs 2006 - 2008
Valuation Research Corporation 2005 - 2006
Credit Suisse 2002 - 2003
BNP Paribas Securities 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
PowerPoint, Microsoft Word, Financial Accounting, Business Analysis, QuickBooks, Financial Modeling, Medicare, Sarbanes-Oxley Act, Visio, Training, Leadership, Valuation, Management, Analysis, Data Analysis, Entrepreneurship, Financial Analysis, Financial Reporting, Marketing Strategy, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.)
Xaverian High School
Yale University
Bachelor of Arts (BA)
NYC Health and Hospitals Corporation 2008 - Present
Urban Hoops and Dreams 2004 - Present
Random Company 2014 - 2015
Goldman Sachs 2006 - 2008
Valuation Research Corporation 2005 - 2006
Credit Suisse 2002 - 2003
BNP Paribas Securities 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
PowerPoint, Microsoft Word, Financial Accounting, Business Analysis, QuickBooks, Financial Modeling, Medicare, Sarbanes-Oxley Act, Visio, Training, Leadership, Valuation, Management, Analysis, Data Analysis, Entrepreneurship, Financial Analysis, Financial Reporting, Marketing Strategy, Microsoft Excel, Finance
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.)
Xaverian High School
Yale University
Bachelor of Arts (BA)
Zayd Alnakib Zayd Alnakib's Valuation Research Corporation Experience April 2015 - Present
Job Valuation Specialist at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2015 - Present
JPMorgan Chase August 2014 - March 2015
JPMorgan Chase June 2013 - December 2013
Gold Buyers At the Mall, LLC March 2012 - April 2013
Skills
Financial Analysis, Investments, Data Analysis, Customer Service, Valuation, Microsoft Office, PowerPoint, Financial Modeling, Portfolio Management, Microsoft Excel, WordPress, SEO, Capital IQ, Bloomberg Terminal, Programming, Microsoft Office,..., FL Studio, POM-QM for Windows, Google Analytics, SAS E-Miner, MySQL, Gold, SharePoint, Java, VBA, C++, Mathematica, Private Equity, Microsoft Word, Finance, Teamwork, Leadership
Education
Temple University - Fox School of Business and Management 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Management Information Systems, Alumni, 3.95 Major, 3.69 Overall GPA
Bucks County Community College 2009 — 2012
Associate of Business Administration (ABA), Business Administration and Management, General, Graduated, 3.62 GPA
Bensalem High School 2005 — 2009
High School Diploma
Valuation Research Corporation April 2015 - Present
JPMorgan Chase August 2014 - March 2015
JPMorgan Chase June 2013 - December 2013
Gold Buyers At the Mall, LLC March 2012 - April 2013
Skills
Financial Analysis, Investments, Data Analysis, Customer Service, Valuation, Microsoft Office, PowerPoint, Financial Modeling, Portfolio Management, Microsoft Excel, WordPress, SEO, Capital IQ, Bloomberg Terminal, Programming, Microsoft Office,..., FL Studio, POM-QM for Windows, Google Analytics, SAS E-Miner, MySQL, Gold, SharePoint, Java, VBA, C++, Mathematica, Private Equity, Microsoft Word, Finance, Teamwork, Leadership
Education
Temple University - Fox School of Business and Management 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Management Information Systems, Alumni, 3.95 Major, 3.69 Overall GPA
Bucks County Community College 2009 — 2012
Associate of Business Administration (ABA), Business Administration and Management, General, Graduated, 3.62 GPA
Bensalem High School 2005 — 2009
High School Diploma
Chris Krapfl Chris Krapfl's Valuation Research Corporation Experience November 2005 - Present
Job Senior Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation November 2005 - Present
Marshall & Stevens 2005 - 2006
Skills
Valuation, Financial Analysis, Business Valuation, Finance, Financial Modeling
Education
University of South Florida
Valuation Research Corporation November 2005 - Present
Marshall & Stevens 2005 - 2006
Skills
Valuation, Financial Analysis, Business Valuation, Finance, Financial Modeling
Education
University of South Florida
Jason Storbeck, CFA, CPA's Valuation Research Corporation Experience November 2007 - Present
Job
Industry Financial Services
Experience
Valuation Research Corporation November 2007 - Present
Turtle Wax March 2004 - August 2007
Chef Solutions Inc. October 2002 - March 2004
Duff & Phelps, LLC September 2000 - November 2002
Ernst & Young, LLP August 1999 - September 2000
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Reporting, Valuation, DCF, Forecasting, Fairness Opinions, Equity Research, Accounting, Finance, Hedge Funds, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Strategy, Execution, & Valuation (SEV)
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science, Accounting & Finance
Valuation Research Corporation November 2007 - Present
Turtle Wax March 2004 - August 2007
Chef Solutions Inc. October 2002 - March 2004
Duff & Phelps, LLC September 2000 - November 2002
Ernst & Young, LLP August 1999 - September 2000
Skills
Financial Modeling, Financial Analysis, Business Valuation, Corporate Finance, Financial Reporting, Valuation, DCF, Forecasting, Fairness Opinions, Equity Research, Accounting, Finance, Hedge Funds, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2007
MBA, Strategy, Execution, & Valuation (SEV)
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science, Accounting & Finance
Glen J. Hartford CPA, ASA's Valuation Research Corporation Experience July 1994 - Present
Job Senior Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation July 1994 - Present
Skills
Oil & Gas Industry, Chemical Processing, Paper, Plastics &..., Metal Working, Steel Industry, Food & Packaging...
Education
Bentley College
BS in accountancy, Accounting
Andover High School
Valuation Research Corporation July 1994 - Present
Skills
Oil & Gas Industry, Chemical Processing, Paper, Plastics &..., Metal Working, Steel Industry, Food & Packaging...
Education
Bentley College
BS in accountancy, Accounting
Andover High School
Dan Peterson Dan Peterson's Valuation Research Corporation Experience December 2013 - Present
Job Vice President of Business Development at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation December 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2013
The Schroeder Group, S.C. Attorneys at Law October 2010 - April 2012
TPR Athlete Management, LLC April 2010 - October 2010
Reinhart Boerner Van Deuren s.c. September 2006 - January 2010
Milwaukee Bar Association 2004 - 2004
LJ Soldinger Associates June 2002 - August 2003
Skills
Contract Negotiation, Negotiation, Due Diligence, Corporate Law, Accounting, Finance, Business Planning, Strategic Financial..., Problem Solving, Non-profits, Estate Planning, Investments, Succession Planning, Valuation, Mergers & Acquisitions, Research, Compliance, Management, Corporate Governance, Litigation, Legal Writing, Nonprofits, Securities, Analysis, Business Development, Marketing, Sales, Networking, Financial Planning, Financial Analysis, Strategy, Strategic Planning
Education
December 2015 Level I Candidate in the CFA Program
Marquette University Law School 2003 — 2006
J.D., Law, Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BS, Accountancy, with honors
Schaumburg High School 1994 — 1998
Valuation Research Corporation December 2013 - Present
Morgan Stanley Wealth Management May 2012 - December 2013
The Schroeder Group, S.C. Attorneys at Law October 2010 - April 2012
TPR Athlete Management, LLC April 2010 - October 2010
Reinhart Boerner Van Deuren s.c. September 2006 - January 2010
Milwaukee Bar Association 2004 - 2004
LJ Soldinger Associates June 2002 - August 2003
Skills
Contract Negotiation, Negotiation, Due Diligence, Corporate Law, Accounting, Finance, Business Planning, Strategic Financial..., Problem Solving, Non-profits, Estate Planning, Investments, Succession Planning, Valuation, Mergers & Acquisitions, Research, Compliance, Management, Corporate Governance, Litigation, Legal Writing, Nonprofits, Securities, Analysis, Business Development, Marketing, Sales, Networking, Financial Planning, Financial Analysis, Strategy, Strategic Planning
Education
December 2015 Level I Candidate in the CFA Program
Marquette University Law School 2003 — 2006
J.D., Law, Magna Cum Laude
University of Illinois at Urbana-Champaign - College of Business 2001 — 2002
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BS, Accountancy, with honors
Schaumburg High School 1994 — 1998
Kerry Dettmann, CAP-OM's Valuation Research Corporation Experience March 1998 - Present
Job Executive Administrative Professional
Industry Financial Services
Experience
Valuation Research Corporation March 1998 - Present
International Association of Administrative Professionals (IAAP) July 2015 - Present
IAAP Downtown Milwaukee Chapter July 2014 - June 2015
IAAP Downtown Milwaukee Chapter July 2013 - June 2014
IAAP - Downtown Milwaukee Chapter July 2012 - June 2013
IAAP Downtown Milwaukee Chapter July 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Leadership, Outlook, Teamwork, PowerPoint, Business Communications, Social Media, Public Speaking, Time Management, Fundraising, Formatting Documents, Newsletters, Organization, Maintaining A Positive..., Event Management
Education
Milwaukee Area Technical College
Associate, Administrative Assistant
Valuation Research Corporation March 1998 - Present
International Association of Administrative Professionals (IAAP) July 2015 - Present
IAAP Downtown Milwaukee Chapter July 2014 - June 2015
IAAP Downtown Milwaukee Chapter July 2013 - June 2014
IAAP - Downtown Milwaukee Chapter July 2012 - June 2013
IAAP Downtown Milwaukee Chapter July 2011 - June 2012
Skills
Microsoft Word, Microsoft Excel, Leadership, Outlook, Teamwork, PowerPoint, Business Communications, Social Media, Public Speaking, Time Management, Fundraising, Formatting Documents, Newsletters, Organization, Maintaining A Positive..., Event Management
Education
Milwaukee Area Technical College
Associate, Administrative Assistant
Douglas Cull's Valuation Research Corporation Experience 1983 - 1985
Job President at Cull Homes and Broker at Realty Investment Advisors
Industry Real Estate
Experience
Cull Homes 1985 - Present
Realty Investment Advisors 1988 - Present
HOA Maintenance Group January 1995 - December 2010
CMG, Community Management Group January 1987 - December 2010
The Mayerson Company 1985 - 1987
Valuation Research Corporation 1983 - 1985
Skills
Property Management, Investment Properties, Custom Homes, Single Family Homes, Finance, Green Building, Construction Management, New Home Building, Condos, Multi-family Investment..., Negotiation, Property, Sellers, Foreclosures, Brokerage, Renovation, Marketing, Budgets, Small Business, Construction, Real Estate, Contract Management, Leadership, Real Property, Investments, Selling, Strategy, Referrals, Short Sales, Team Building, New Home Sales, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, New Homes, REO, Sales Management
Education
University of Kentucky 1979 — 1983
Bachelor, Business Administration & Finance
Cull Homes 1985 - Present
Realty Investment Advisors 1988 - Present
HOA Maintenance Group January 1995 - December 2010
CMG, Community Management Group January 1987 - December 2010
The Mayerson Company 1985 - 1987
Valuation Research Corporation 1983 - 1985
Skills
Property Management, Investment Properties, Custom Homes, Single Family Homes, Finance, Green Building, Construction Management, New Home Building, Condos, Multi-family Investment..., Negotiation, Property, Sellers, Foreclosures, Brokerage, Renovation, Marketing, Budgets, Small Business, Construction, Real Estate, Contract Management, Leadership, Real Property, Investments, Selling, Strategy, Referrals, Short Sales, Team Building, New Home Sales, Commercial Real Estate, Buyer Representation, Contract Negotiation, Listings, New Homes, REO, Sales Management
Education
University of Kentucky 1979 — 1983
Bachelor, Business Administration & Finance
Andrew Reddington's Valuation Research Corporation Experience June 2015 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation June 2015 - Present
Delphi Valuation Advisors, Inc. June 2007 - June 2015
Education
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Valuation Research Corporation June 2015 - Present
Delphi Valuation Advisors, Inc. June 2007 - June 2015
Education
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Scott Crockett, CFA Scott Crockett, CFA's Valuation Research Corporation Experience April 2015 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Raja Kalra's Valuation Research Corporation Experience February 2010 - Present
Job
Industry Financial Services
Experience
Valuation Research Corporation February 2010 - Present
Valuation Research Corporation August 2008 - January 2010
Valuation Research Corporation June 2006 - July 2008
Legg Mason June 2005 - August 2006
Skills
Private Equity, Valuation, Portfolio Management, Equities, Bloomberg, Equity Valuation, High Yield Bonds, Financial Modeling, Due Diligence, Business Development, Hedge Funds, Fixed Income, Finance, Investments, Alternative Investments, Business Valuation, Investment Banking, Venture Capital, Securities, High Yield, Bonds, Leveraged Finance, Capital IQ, Financial Analysis, AMFI Certified, Mutual Funds, Equity Research, Corporate Finance, Capital Markets, Management, Mergers & Acquisitions, Structured Products, Real Estate, Derivatives
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Birla Institute of Technology 1999 — 2002
BCA, Computer Applications
Valuation Research Corporation February 2010 - Present
Valuation Research Corporation August 2008 - January 2010
Valuation Research Corporation June 2006 - July 2008
Legg Mason June 2005 - August 2006
Skills
Private Equity, Valuation, Portfolio Management, Equities, Bloomberg, Equity Valuation, High Yield Bonds, Financial Modeling, Due Diligence, Business Development, Hedge Funds, Fixed Income, Finance, Investments, Alternative Investments, Business Valuation, Investment Banking, Venture Capital, Securities, High Yield, Bonds, Leveraged Finance, Capital IQ, Financial Analysis, AMFI Certified, Mutual Funds, Equity Research, Corporate Finance, Capital Markets, Management, Mergers & Acquisitions, Structured Products, Real Estate, Derivatives
Education
Temple University - Fox School of Business and Management 2004 — 2006
MBA, Finance
Birla Institute of Technology 1999 — 2002
BCA, Computer Applications
Jason DeFazio, CFA Jason DeFazio, CFA's Valuation Research Corporation Experience August 2009 - Present
Job Vice President at VRC
Industry Financial Services
Experience
Valuation Research Corporation August 2009 - Present
Comcast May 2008 - May 2009
Citigroup 2009 - 2009
The William C. Dunkelberg Owl Fund January 2008 - December 2008
Temple Small Business Development Center August 2007 - December 2007
Skills
Valuation, Financial Analysis, Microsoft Excel, Capital IQ, Bloomberg, Microsoft Office, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investments, Budgets, Market Research, Process Improvement, Bloomberg Terminal, Equity Valuation, Equity Research, Finance, Business Valuation, Business Development, Equities, Private Equity, Due Diligence, Hedge Funds, DCF, Mergers & Acquisitions, Fixed Income, Financial Statement..., Strategic Financial..., Securities, Intangible Assets, Investment Banking, Accounting, High Yield, Valuation Modeling, Economics, Analysis, Asset Management, Banking, Venture Capital, Risk Management, Derivatives, Capital Markets, Quantitative Analytics, Financial Markets
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance and Entrepreneurship
Valuation Research Corporation August 2009 - Present
Comcast May 2008 - May 2009
Citigroup 2009 - 2009
The William C. Dunkelberg Owl Fund January 2008 - December 2008
Temple Small Business Development Center August 2007 - December 2007
Skills
Valuation, Financial Analysis, Microsoft Excel, Capital IQ, Bloomberg, Microsoft Office, Financial Modeling, Corporate Finance, Financial Reporting, Portfolio Management, Investments, Budgets, Market Research, Process Improvement, Bloomberg Terminal, Equity Valuation, Equity Research, Finance, Business Valuation, Business Development, Equities, Private Equity, Due Diligence, Hedge Funds, DCF, Mergers & Acquisitions, Fixed Income, Financial Statement..., Strategic Financial..., Securities, Intangible Assets, Investment Banking, Accounting, High Yield, Valuation Modeling, Economics, Analysis, Asset Management, Banking, Venture Capital, Risk Management, Derivatives, Capital Markets, Quantitative Analytics, Financial Markets
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance and Entrepreneurship
Caesar A. Mendoza's Valuation Research Corporation Experience January 2015 - May 2015
Job Analyst at The Alinea Group
Industry Consumer Services
Experience
The Alinea Group May 2015 - Present
Valuation Research Corporation January 2015 - May 2015
The Alinea Group October 2014 - May 2015
Shiftgig February 2013 - November 2013
Parkway Bank & Trust Company August 2010 - September 2011
Altig - American Income Life Insurance Company August 2009 - September 2010
Armara Construction March 2008 - July 2009
Skills
Management, Training, Recruiting, Customer Service, Sales, Human Resources, Food & Beverage, Hiring, Time Management, Customer Satisfaction, Performance Management, Event Management, Entrepreneurship, Public Relations, Customer Relations..., Menu Development, New Venture Formation, Restaurant Management, Organizational..., Account Management, Financial Modeling, SQL, Data Analysis
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Entrepreneurial Finance
General Assembly
Analytics
The Alinea Group May 2015 - Present
Valuation Research Corporation January 2015 - May 2015
The Alinea Group October 2014 - May 2015
Shiftgig February 2013 - November 2013
Parkway Bank & Trust Company August 2010 - September 2011
Altig - American Income Life Insurance Company August 2009 - September 2010
Armara Construction March 2008 - July 2009
Skills
Management, Training, Recruiting, Customer Service, Sales, Human Resources, Food & Beverage, Hiring, Time Management, Customer Satisfaction, Performance Management, Event Management, Entrepreneurship, Public Relations, Customer Relations..., Menu Development, New Venture Formation, Restaurant Management, Organizational..., Account Management, Financial Modeling, SQL, Data Analysis
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Entrepreneurial Finance
General Assembly
Analytics
Jeremy Burr Jeremy Burr's Valuation Research Corporation Experience April 2011 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2011 - Present
Accenture November 2010 - April 2011
M.J. Dean Construction July 2003 - July 2009
Education
Illinois Institute of Technology 2009 — 2010
Master of Science, Finance
University of Nevada-Las Vegas 2006 — 2009
Bachelor of Science, Finance
University of Nevada-Las Vegas 2006 — 2009
Bachelor of Science, International Business
Don Quijote International Language Institute 2005 — 2005
Certificate, Spanish
Valuation Research Corporation April 2011 - Present
Accenture November 2010 - April 2011
M.J. Dean Construction July 2003 - July 2009
Education
Illinois Institute of Technology 2009 — 2010
Master of Science, Finance
University of Nevada-Las Vegas 2006 — 2009
Bachelor of Science, Finance
University of Nevada-Las Vegas 2006 — 2009
Bachelor of Science, International Business
Don Quijote International Language Institute 2005 — 2005
Certificate, Spanish
Gregory Peter's Valuation Research Corporation Experience July 2015 - Present
Job Managing Director at Valuation Research Corporation
Industry Research
Experience
Valuation Research Corporation July 2015 - Present
First Motive October 2012 - Present
Tellart November 2012 - Present
Amplified Event Strategy 2014 - Present
Integrated Transportation & Protective Services, LLC 2013 - Present
Jangala Market October 2012 - October 2014
nSphere September 2008 - October 2012
UBS 2007 - 2008
AMB Property Corporation 2006 - 2007
ACC Capital Holdings 2002 - 2004
Skills
Capital Raising, Entrepreneurship, Strategy, Start-ups, Business Development, Business Strategy, New Business Development, Financial Modeling, Account Management, Marketing, Product Development, Market Research, Strategic Partnerships, Mergers, Product Management, Marketing Strategy, Mobile Devices, SaaS, Mergers & Acquisitions, Sales, Sales Management, Analysis, Forecasting, Venture Capital
Education
University of Oxford - Said Business School 2004 — 2005
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance and Economics
Longmeadow High School 1992 — 1996
Valuation Research Corporation July 2015 - Present
First Motive October 2012 - Present
Tellart November 2012 - Present
Amplified Event Strategy 2014 - Present
Integrated Transportation & Protective Services, LLC 2013 - Present
Jangala Market October 2012 - October 2014
nSphere September 2008 - October 2012
UBS 2007 - 2008
AMB Property Corporation 2006 - 2007
ACC Capital Holdings 2002 - 2004
Skills
Capital Raising, Entrepreneurship, Strategy, Start-ups, Business Development, Business Strategy, New Business Development, Financial Modeling, Account Management, Marketing, Product Development, Market Research, Strategic Partnerships, Mergers, Product Management, Marketing Strategy, Mobile Devices, SaaS, Mergers & Acquisitions, Sales, Sales Management, Analysis, Forecasting, Venture Capital
Education
University of Oxford - Said Business School 2004 — 2005
MBA, Finance
University of Massachusetts, Amherst 1996 — 2000
BBA, Finance and Economics
Longmeadow High School 1992 — 1996
AMY FENG AMY FENG's Valuation Research Corporation Experience April 2006 - June 2007
Job Executive Vice President at The Abernathy MacGregor Group
Industry Public Relations and Communications
Experience
The Abernathy MacGregor Group August 2007 - Present
Valuation Research Corporation April 2006 - June 2007
JMP Securities April 2001 - December 2005
Lehman Brothers August 1998 - April 2001
Barnes International, Inc. June 1996 - May 1998
AlliedSignal, Inc. May 1993 - May 1996
Skills
Mergers, Investor Relations, Valuation, IPO, Equity Research, Finance, Management, Private Equity, Strategic Planning, Corporate Communications, Financial Analysis, Start-ups, Strategy, Marketing Strategy, Venture Capital, Strategic Partnerships
Education
Cornell University
A.B. with Distinction, Chemistry
Northwestern University - Kellogg School of Management
MBA, Finance, Organizational Behavior
The University of California - Berkeley
PhD, Chemistry
The Abernathy MacGregor Group August 2007 - Present
Valuation Research Corporation April 2006 - June 2007
JMP Securities April 2001 - December 2005
Lehman Brothers August 1998 - April 2001
Barnes International, Inc. June 1996 - May 1998
AlliedSignal, Inc. May 1993 - May 1996
Skills
Mergers, Investor Relations, Valuation, IPO, Equity Research, Finance, Management, Private Equity, Strategic Planning, Corporate Communications, Financial Analysis, Start-ups, Strategy, Marketing Strategy, Venture Capital, Strategic Partnerships
Education
Cornell University
A.B. with Distinction, Chemistry
Northwestern University - Kellogg School of Management
MBA, Finance, Organizational Behavior
The University of California - Berkeley
PhD, Chemistry
Frederick Bliss Frederick Bliss's Valuation Research Corporation Experience 1984 - 1987
Job Managing Director at Duff & Phelps, LLC
Industry Financial Services
Experience
Duff & Phelps, LLC 2008 - Present
Kane Reece Associates, Inc. 1987 - 2008
Valuation Research Corporation 1984 - 1987
Deloitte & Touche 1982 - 1984
Hazen and Sawyer 1977 - 1982
Skills
Broadband..., Media & Entertainment..., Business Valuation, Technology Valuation, Intellectual Property..., Tangible Assets..., Expert Witness Services, Financial Reporting..., Federal Tax Reporting..., Property Tax Valuations, Valuation, Financial Modeling, Finance, DCF, Private Equity, Equity Valuation, Corporate Finance, Due Diligence, Tax, Mergers & Acquisitions, Financial Analysis, M&A experience
Education
New York University 1983 — 1984
APC, Federal Taxation
New York University 1979 — 1982
MBA, Finance
Cornell University 1975 — 1977
MS, Environmental Engineering
Villanova University 1971 — 1975
BCE, Civil Engineering
Duff & Phelps, LLC 2008 - Present
Kane Reece Associates, Inc. 1987 - 2008
Valuation Research Corporation 1984 - 1987
Deloitte & Touche 1982 - 1984
Hazen and Sawyer 1977 - 1982
Skills
Broadband..., Media & Entertainment..., Business Valuation, Technology Valuation, Intellectual Property..., Tangible Assets..., Expert Witness Services, Financial Reporting..., Federal Tax Reporting..., Property Tax Valuations, Valuation, Financial Modeling, Finance, DCF, Private Equity, Equity Valuation, Corporate Finance, Due Diligence, Tax, Mergers & Acquisitions, Financial Analysis, M&A experience
Education
New York University 1983 — 1984
APC, Federal Taxation
New York University 1979 — 1982
MBA, Finance
Cornell University 1975 — 1977
MS, Environmental Engineering
Villanova University 1971 — 1975
BCE, Civil Engineering
Ryan D. Alberts Ryan D. Alberts's Valuation Research Corporation Experience May 2008 - August 2008
Job Senior Associate / Tech Scout at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps December 2013 - Present
Duff & Phelps September 2012 - December 2013
Duff & Phelps August 2010 - August 2012
Vitech Systems Group February 2010 - August 2010
The William C. Dunkelberg Owl Fund Temple University Investment Association April 2007 - May 2009
Valuation Research Corporation May 2008 - August 2008
Temple University - Department of Partnership Schools March 2006 - May 2008
Brown Brothers Harriman - Dublin, Ireland June 2007 - August 2007
Dairy Queen of Southwest Pennsylvaina June 2006 - August 2006
Skills
Valuation, Corporate Finance, Strategy, Equity Valuation, Financial Analysis, Idea Generation, Economic Value Added, Capital IQ, Strategic Consulting, Financial Reporting, Leadership, Design Thinking, Process Improvement, Innovation Development, Value Creation, Persuasiveness, Intangible Assets, Technological Innovation, Market Research, Purchase Price..., Brand Leverage, Thinking Outside The Box, Business Strategy Design, Idea Person, Knowledge Management
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelors of Business Administration, Finance
University College Dublin, Quinn School of Business 2007 — 2007
Finance, Irish History
The Recording Workshop 2005 — 2005
Audio Engineering
Carnegie Mellon University 2003 — 2003
Pre-College, Acting and Musical Theatre
Duff & Phelps December 2013 - Present
Duff & Phelps September 2012 - December 2013
Duff & Phelps August 2010 - August 2012
Vitech Systems Group February 2010 - August 2010
The William C. Dunkelberg Owl Fund Temple University Investment Association April 2007 - May 2009
Valuation Research Corporation May 2008 - August 2008
Temple University - Department of Partnership Schools March 2006 - May 2008
Brown Brothers Harriman - Dublin, Ireland June 2007 - August 2007
Dairy Queen of Southwest Pennsylvaina June 2006 - August 2006
Skills
Valuation, Corporate Finance, Strategy, Equity Valuation, Financial Analysis, Idea Generation, Economic Value Added, Capital IQ, Strategic Consulting, Financial Reporting, Leadership, Design Thinking, Process Improvement, Innovation Development, Value Creation, Persuasiveness, Intangible Assets, Technological Innovation, Market Research, Purchase Price..., Brand Leverage, Thinking Outside The Box, Business Strategy Design, Idea Person, Knowledge Management
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelors of Business Administration, Finance
University College Dublin, Quinn School of Business 2007 — 2007
Finance, Irish History
The Recording Workshop 2005 — 2005
Audio Engineering
Carnegie Mellon University 2003 — 2003
Pre-College, Acting and Musical Theatre
Parth Bhardwaj's Valuation Research Corporation Experience June 2011 - September 2011
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
Charles Rodieck Charles Rodieck's Valuation Research Corporation Experience May 1995 - December 2008
Job President and Owner of C&M Valuations, Inc.
Industry Financial Services
Experience
C&M Valuations, Inc. January 2009 - Present
Valuation Research Corporation May 1995 - December 2008
CFO Inc. January 1987 - April 1995
General Electric Co. June 1962 - February 1985
Skills
Business Valuation, Due Diligence, Financial Analysis, Estate Planning, Valuation, ESOP, Equity Valuation, Estate Tax Planning, Purchase Price..., Tax, Mergers, Strategic Planning, Accounting, Strategic Financial..., Business Strategy, Financial Reporting
Education
The University of Texas at Austin 1960 — 1962
B.B.A., Finance
Tyler Junior College 1955 — 1957
Assoc, of Arts, Business
C&M Valuations, Inc. January 2009 - Present
Valuation Research Corporation May 1995 - December 2008
CFO Inc. January 1987 - April 1995
General Electric Co. June 1962 - February 1985
Skills
Business Valuation, Due Diligence, Financial Analysis, Estate Planning, Valuation, ESOP, Equity Valuation, Estate Tax Planning, Purchase Price..., Tax, Mergers, Strategic Planning, Accounting, Strategic Financial..., Business Strategy, Financial Reporting
Education
The University of Texas at Austin 1960 — 1962
B.B.A., Finance
Tyler Junior College 1955 — 1957
Assoc, of Arts, Business
Robert Fetter Robert Fetter's Valuation Research Corporation Experience June 1978 - June 1981
Job Financial Valuation Consultant at Corporate Valuation
Industry Financial Services
Experience
Corporate Valuation Advisors, Inc. November 2010 - Present
Independent Valuation Analyst February 2009 - October 2010
Value Management, Inc. August 2008 - January 2009
Klaris, Thomson & Schroeder, Incorporated November 2004 - July 2008
New York Stock Exchange January 1986 - October 2004
Marshall & Stevens, Incorporated June 1981 - October 2004
Valuation Research Corporation June 1978 - June 1981
Skills
Business Valuation, Financial Analysis, Purchase Price..., Financial Modeling, Mergers, Valuation, Intangible Assets, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Tax, Financial Reporting, Private Equity, Equity Valuation, Finance, Asset Management, Equities, Capital Markets, Marketing Strategy, Investment Banking
Education
Temple University - Fox School of Business and Management 1970 — 1974
MBA, Accounting, Finance
La Salle University 1967 — 1970
BA, Liberal Arts. History
Corporate Valuation Advisors, Inc. November 2010 - Present
Independent Valuation Analyst February 2009 - October 2010
Value Management, Inc. August 2008 - January 2009
Klaris, Thomson & Schroeder, Incorporated November 2004 - July 2008
New York Stock Exchange January 1986 - October 2004
Marshall & Stevens, Incorporated June 1981 - October 2004
Valuation Research Corporation June 1978 - June 1981
Skills
Business Valuation, Financial Analysis, Purchase Price..., Financial Modeling, Mergers, Valuation, Intangible Assets, Corporate Finance, DCF, Due Diligence, Mergers & Acquisitions, Tax, Financial Reporting, Private Equity, Equity Valuation, Finance, Asset Management, Equities, Capital Markets, Marketing Strategy, Investment Banking
Education
Temple University - Fox School of Business and Management 1970 — 1974
MBA, Accounting, Finance
La Salle University 1967 — 1970
BA, Liberal Arts. History
William Schoenecker William Schoenecker's Valuation Research Corporation Experience July 1986 - March 2009
Job Principal at Schoenecker & Associates, LLC
Industry Real Estate
Experience
Schoenecker & Associates, LLC April 2009 - Present
Valuation Research Corporation July 1986 - March 2009
Skills
Customer Service, Valuation, Real Estate, Strategic Planning, Social Media, Microsoft Office, Sales, Microsoft Excel, Marketing, Leases, Financial Analysis, Portfolio Management, Expert Witness, Appraisals, Negotiation, Business Valuation, Real Estate Economics, Mergers & Acquisitions, Investments, Investment Properties, Acquisitions
Education
University of Wisconsin-Whitewater 1985 — 1987
MBA, Finance
Marquette University 1959 — 1965
BS, Math
Marquette University High School 1953 — 1957
Diploma, General
Schoenecker & Associates, LLC April 2009 - Present
Valuation Research Corporation July 1986 - March 2009
Skills
Customer Service, Valuation, Real Estate, Strategic Planning, Social Media, Microsoft Office, Sales, Microsoft Excel, Marketing, Leases, Financial Analysis, Portfolio Management, Expert Witness, Appraisals, Negotiation, Business Valuation, Real Estate Economics, Mergers & Acquisitions, Investments, Investment Properties, Acquisitions
Education
University of Wisconsin-Whitewater 1985 — 1987
MBA, Finance
Marquette University 1959 — 1965
BS, Math
Marquette University High School 1953 — 1957
Diploma, General
Jeff Burkhardt's Valuation Research Corporation Experience February 2011 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation February 2011 - Present
Roundy's Supermarkets, Inc. October 2009 - December 2010
MillerCoors 2007 - October 2009
Miller Brewing Company July 2007 - October 2008
Innovative Picking Technologies, Inc April 2007 - July 2007
Roundys Supermarkets Inc. June 1999 - April 2007
McHugh Freeman October 1996 - June 1999
Skills
Project Management, Process Improvement, Testing, Business Analysis, Vendor Management, Business Process..., Supply Chain, Forecasting, Management, Budgets, Team Leadership, Leadership, SDLC
Education
South Dakota School of Mines and Technology 1980 — 1984
Bachelor of Science (BS), Computer Science
Valuation Research Corporation February 2011 - Present
Roundy's Supermarkets, Inc. October 2009 - December 2010
MillerCoors 2007 - October 2009
Miller Brewing Company July 2007 - October 2008
Innovative Picking Technologies, Inc April 2007 - July 2007
Roundys Supermarkets Inc. June 1999 - April 2007
McHugh Freeman October 1996 - June 1999
Skills
Project Management, Process Improvement, Testing, Business Analysis, Vendor Management, Business Process..., Supply Chain, Forecasting, Management, Budgets, Team Leadership, Leadership, SDLC
Education
South Dakota School of Mines and Technology 1980 — 1984
Bachelor of Science (BS), Computer Science
Alpesh Patel, CFA's Valuation Research Corporation Experience June 2005 - Present
Job Senior Vice President, Valuation Research Corporation/VRC
Industry Financial Services
Experience
Valuation Research Corporation June 2005 - Present
Valuation Research Corporation May 2004 - August 2004
Skills
High Yield, Private Equity, Venture Capital, Options, Mezzanine, Valuation, Hedge Funds, Financial Modeling, Leveraged Finance, Alternative Investments, Securities, Equities, Equity Research, Equity Valuation, Bloomberg
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Penn State University 2001 — 2005
Bachelor of Science, Finance and Economics
Valuation Research Corporation June 2005 - Present
Valuation Research Corporation May 2004 - August 2004
Skills
High Yield, Private Equity, Venture Capital, Options, Mezzanine, Valuation, Hedge Funds, Financial Modeling, Leveraged Finance, Alternative Investments, Securities, Equities, Equity Research, Equity Valuation, Bloomberg
Education
CFA Institute 2005 — 2007
Chartered Financial Analyst (CFA)
Penn State University 2001 — 2005
Bachelor of Science, Finance and Economics
Ron Ewing's Valuation Research Corporation Experience July 1999 - Present
Job Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation July 1999 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Finance, Investments, Private Equity, Business Valuation, Strategic Financial..., DCF, Strategic Planning, Finance, Business Development, Financial Reporting, Business Process..., Process Improvement, Management Consulting, Business Analysis, Business Strategy, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), International Marketing and Finance
University of South Carolina-Columbia
Bachelor of Science (BS), Engineering
Valuation Research Corporation July 1999 - Present
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Finance, Investments, Private Equity, Business Valuation, Strategic Financial..., DCF, Strategic Planning, Finance, Business Development, Financial Reporting, Business Process..., Process Improvement, Management Consulting, Business Analysis, Business Strategy, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), International Marketing and Finance
University of South Carolina-Columbia
Bachelor of Science (BS), Engineering
Paul Bourke's Valuation Research Corporation Experience May 2010 - Present
Job Sr. Vice President
Industry Financial Services
Experience
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Valuation Research Corporation May 2010 - Present
Stanfield Capital Partners May 2006 - May 2010
Zolfo Cooper March 2002 - May 2006
Merrill Lynch June 2000 - March 2002
Alliance Capital Management 1996 - 2000
Skills
Valuation, High Yield, Financial Analysis, Credit Risk, Fixed Income, Credit Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
La Salle University - School of Business Administration
BS, Finance
Amir Alerasoul's Valuation Research Corporation Experience April 2015 - Present
Job Vice President at Valuation Research Corporation
Industry Banking
Experience
Valuation Research Corporation April 2015 - Present
Deloitte Transactions and Business Analytics LLP December 2012 - March 2015
Morgan Stanley November 2009 - October 2012
Deutsche Bank July 2007 - March 2009
Deloitte Financial Advisory Services LLP August 2005 - May 2007
Skills
Valuation, Equities, Financial Modeling, Corporate Finance, Quantitative Finance, Derivatives, Financial Services, Options, Market Risk, Bloomberg, Pricing, Portfolio Management, Capital Markets, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Quantitative Analysis
Sharif University of Technology
BS, Engineering
High School
High School
Valuation Research Corporation April 2015 - Present
Deloitte Transactions and Business Analytics LLP December 2012 - March 2015
Morgan Stanley November 2009 - October 2012
Deutsche Bank July 2007 - March 2009
Deloitte Financial Advisory Services LLP August 2005 - May 2007
Skills
Valuation, Equities, Financial Modeling, Corporate Finance, Quantitative Finance, Derivatives, Financial Services, Options, Market Risk, Bloomberg, Pricing, Portfolio Management, Capital Markets, Equity Derivatives
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MBA, Finance, Quantitative Analysis
Sharif University of Technology
BS, Engineering
High School
High School
Kristin Braun's Valuation Research Corporation Experience October 2009 - January 2010
Job Marketing Coordinator at HNTB
Industry Marketing and Advertising
Experience
HNTB June 2014 - Present
Quarles & Brady LLP June 2010 - June 2014
Kohl's Department Stores February 2010 - May 2010
Valuation Research Corporation October 2009 - January 2010
Bader Rutter & Associates September 2007 - May 2009
Zizzo Group Marketing + PR + New Media May 2007 - September 2007
Marquette University 2005 - 2007
Skills
Press Releases, Newsletters, Email Marketing, Marketing Communications, Social Media, Microsoft Office, Media Relations, Adobe Acrobat, InDesign, Photoshop, Advertising, Research, Brochures, Website Maintenance, Marketing Collateral..., Media Monitoring, Events Coordination, Database Management, Invitations, Internal & External..., Web Analytics, Collateral, Database Admin, Editing, Marketing, Time Management, Webmaster Services
Education
Marquette University 2003 — 2007
B.A., Advertising, Public Relations, Marketing
HNTB June 2014 - Present
Quarles & Brady LLP June 2010 - June 2014
Kohl's Department Stores February 2010 - May 2010
Valuation Research Corporation October 2009 - January 2010
Bader Rutter & Associates September 2007 - May 2009
Zizzo Group Marketing + PR + New Media May 2007 - September 2007
Marquette University 2005 - 2007
Skills
Press Releases, Newsletters, Email Marketing, Marketing Communications, Social Media, Microsoft Office, Media Relations, Adobe Acrobat, InDesign, Photoshop, Advertising, Research, Brochures, Website Maintenance, Marketing Collateral..., Media Monitoring, Events Coordination, Database Management, Invitations, Internal & External..., Web Analytics, Collateral, Database Admin, Editing, Marketing, Time Management, Webmaster Services
Education
Marquette University 2003 — 2007
B.A., Advertising, Public Relations, Marketing
Cristy Jenkins's Valuation Research Corporation Experience November 2002 - Present
Job Marketing Coordinator at Valuation Research Corporation
Industry Marketing and Advertising
Experience
Valuation Research Corporation November 2002 - Present
Professional Control Corporation June 2001 - March 2002
Johnson Controls April 2000 - June 2001
Skills
Advertising, Newsletters, Trade Shows, Email Marketing, Promotional Products, Google Analytics, Google Adwords, Adobe Creative Suite, Sage CRM, Webcasting, Photoshop, PowerPoint, Illustrator, InDesign, Independent, Online Advertising, Constant Contact
Education
Carroll College 1997 — 2001
Bachelors of Science
Oconto Falls High School 1997 — 2001
Valuation Research Corporation November 2002 - Present
Professional Control Corporation June 2001 - March 2002
Johnson Controls April 2000 - June 2001
Skills
Advertising, Newsletters, Trade Shows, Email Marketing, Promotional Products, Google Analytics, Google Adwords, Adobe Creative Suite, Sage CRM, Webcasting, Photoshop, PowerPoint, Illustrator, InDesign, Independent, Online Advertising, Constant Contact
Education
Carroll College 1997 — 2001
Bachelors of Science
Oconto Falls High School 1997 — 2001
Chantal Knier's Valuation Research Corporation Experience October 1985 - Present
Job Senior Vice President Corporate Administration, HR and Employee Benefits
Industry Financial Services
Experience
Valuation Research Corporation October 1985 - Present
Education
University of Notre Dame 1982 — 1984
Master of Arts (M.A.), International Relations and Affairs
UW-Whitewater 1978 — 1982
Bachelor of Arts (B.A.), International/Global Studies
Sheboygan North High 1974 — 1978
Valuation Research Corporation October 1985 - Present
Education
University of Notre Dame 1982 — 1984
Master of Arts (M.A.), International Relations and Affairs
UW-Whitewater 1978 — 1982
Bachelor of Arts (B.A.), International/Global Studies
Sheboygan North High 1974 — 1978
Wassim Abourjeili's Valuation Research Corporation Experience 1998 - 2000
Job Protfolio ManagerGlobal Fixed Income at Peridiem Global Investors
Industry Investment Management
Experience
Peridiem Global Investors - Long/Short Global Hedge Fund April 2011 - Present
Nuveen Investments November 2004 - December 2010
Banc of America Investments July 2002 - November 2004
Deloitte January 2001 - September 2001
Valuation Research Corporation 1998 - 2000
GE Capital 1995 - 1998
Skills
Portfolio Management, Finance, LBO, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Bloomberg, Investment Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance/Accounting
San Diego State University - BS Finance with Honors 1988 — 1991
Bachelor of Science (B.S) with Honors
Peridiem Global Investors - Long/Short Global Hedge Fund April 2011 - Present
Nuveen Investments November 2004 - December 2010
Banc of America Investments July 2002 - November 2004
Deloitte January 2001 - September 2001
Valuation Research Corporation 1998 - 2000
GE Capital 1995 - 1998
Skills
Portfolio Management, Finance, LBO, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Fixed Income, Asset Allocation, Valuation, Financial Modeling, Bloomberg, Investment Management, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (MBA), Finance/Accounting
San Diego State University - BS Finance with Honors 1988 — 1991
Bachelor of Science (B.S) with Honors
Christopher Kulas's Valuation Research Corporation Experience January 1986 - January 1987
Job Principal at 22'nd Century Consulting
Industry Financial Services
Experience
22'nd Century Consulting January 2003 - Present
22'nd Century Consulting January 2003 - Present
Prudential Securities June 2001 - June 2002
Bank One, Capital Markets Group November 1994 - December 1998
State Street Bank & Trust Company January 1989 - October 1994
First Interstate Bank January 1987 - January 1989
Valuation Research Corporation January 1986 - January 1987
Union Bank of California January 1982 - January 1986
Education
California State University-Northridge
B.S, Business Administration & Marketing
22'nd Century Consulting January 2003 - Present
22'nd Century Consulting January 2003 - Present
Prudential Securities June 2001 - June 2002
Bank One, Capital Markets Group November 1994 - December 1998
State Street Bank & Trust Company January 1989 - October 1994
First Interstate Bank January 1987 - January 1989
Valuation Research Corporation January 1986 - January 1987
Union Bank of California January 1982 - January 1986
Education
California State University-Northridge
B.S, Business Administration & Marketing
Neil Kelly, CFA's Valuation Research Corporation Experience April 1988 - Present
Job Chairman at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 1988 - Present
GlaxoSmithKline April 1983 - April 1984
Skills
Intellectual Property, Valuation, Investment Banking, Business Valuation, Fairness Opinions, Financial Analysis, Equity Research, Private Equity, Finance, Financial Modeling, Corporate Finance, Financial Reporting
Education
Drexel University 1982 — 1984
MBA, Finance
James Madison University 1978 — 1982
Bachelor of Science, Economics
Drexel University - LeBow College of Business
MBA, Finance
Valuation Research Corporation April 1988 - Present
GlaxoSmithKline April 1983 - April 1984
Skills
Intellectual Property, Valuation, Investment Banking, Business Valuation, Fairness Opinions, Financial Analysis, Equity Research, Private Equity, Finance, Financial Modeling, Corporate Finance, Financial Reporting
Education
Drexel University 1982 — 1984
MBA, Finance
James Madison University 1978 — 1982
Bachelor of Science, Economics
Drexel University - LeBow College of Business
MBA, Finance
Shane Newell, CFA, CAIA's Valuation Research Corporation Experience April 2015 - Present
Job Senior Vice President at Valuation Research Corporation
Industry Venture Capital & Private Equity
Experience
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation April 2010 - Present
Merrill Lynch September 2008 - May 2010
BlackRock September 2006 - September 2008
Skills
Valuation, Debt, Private Equity, Loans, Venture Capital, Hedge Funds, Equities, Investments, Excel, Bloomberg, Financial Analysis, Microsoft Excel, Asset Management, Corporate Finance, Equity Research, Financial Modeling, Equity Valuation, Finance, Fixed Income
Education
University of Maryland College Park 2001 — 2005
BS, Finance and General Business and Management
St. Louis University Madrid, Spain 2003 — 2003
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation April 2010 - Present
Merrill Lynch September 2008 - May 2010
BlackRock September 2006 - September 2008
Skills
Valuation, Debt, Private Equity, Loans, Venture Capital, Hedge Funds, Equities, Investments, Excel, Bloomberg, Financial Analysis, Microsoft Excel, Asset Management, Corporate Finance, Equity Research, Financial Modeling, Equity Valuation, Finance, Fixed Income
Education
University of Maryland College Park 2001 — 2005
BS, Finance and General Business and Management
St. Louis University Madrid, Spain 2003 — 2003
Francis Mainville's Valuation Research Corporation Experience July 2015 - Present
Job Senior Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation July 2015 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Accounting, Corporate Finance, Private Equity, Auditing, Start-ups, Management
Education
Boston College 1992 — 1993
MSF, Finance
University of Massachusetts, Amherst 1985 — 1990
BBA / BA, Accounting /Economics
Valuation Research Corporation July 2015 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Mergers & Acquisitions, Financial Reporting, Finance, Accounting, Corporate Finance, Private Equity, Auditing, Start-ups, Management
Education
Boston College 1992 — 1993
MSF, Finance
University of Massachusetts, Amherst 1985 — 1990
BBA / BA, Accounting /Economics
Douglas Peterson, CFA's Valuation Research Corporation Experience June 2015 - Present
Job Managing Director at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation June 2015 - Present
Valuation Research Corporation April 2007 - May 2015
Duff & Phelps, LLC 2001 - 2007
KPMG June 1998 - August 2001
The Coca-Cola Company May 1997 - May 1998
Oil-Dri Corporation of America July 1994 - July 1996
Oil-Dri Corporation of America January 1993 - June 1994
Skills
Fairness Opinions, Business Valuation, Valuation, Financial Modeling, Mergers, Private Equity, 409A, Financial Analysis, Corporate Finance, Financial Services, Investments, Solvency, Financial Reporting, ESOP, DCF, Hedge Funds, Mergers & Acquisitions, Securities
Education
Emory University - Goizueta Business School 1996 — 1998
MBA, Finance and Strategy
Wittenberg University 1988 — 1992
BA, English, History
New Trier High School
Valuation Research Corporation June 2015 - Present
Valuation Research Corporation April 2007 - May 2015
Duff & Phelps, LLC 2001 - 2007
KPMG June 1998 - August 2001
The Coca-Cola Company May 1997 - May 1998
Oil-Dri Corporation of America July 1994 - July 1996
Oil-Dri Corporation of America January 1993 - June 1994
Skills
Fairness Opinions, Business Valuation, Valuation, Financial Modeling, Mergers, Private Equity, 409A, Financial Analysis, Corporate Finance, Financial Services, Investments, Solvency, Financial Reporting, ESOP, DCF, Hedge Funds, Mergers & Acquisitions, Securities
Education
Emory University - Goizueta Business School 1996 — 1998
MBA, Finance and Strategy
Wittenberg University 1988 — 1992
BA, English, History
New Trier High School
James Truog's Valuation Research Corporation Experience July 2007 - Present
Job Senior Vice President, CFO at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation July 2007 - Present
Roundy's Supermarkets, Inc. July 2004 - July 2007
Strong Investments, Inc. August 2000 - July 2004
Skills
Financial Reporting, Mergers & Acquisitions, Accounting, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1991 — 1995
BBA, Accounting
Marquette University
MBA
Valuation Research Corporation July 2007 - Present
Roundy's Supermarkets, Inc. July 2004 - July 2007
Strong Investments, Inc. August 2000 - July 2004
Skills
Financial Reporting, Mergers & Acquisitions, Accounting, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1991 — 1995
BBA, Accounting
Marquette University
MBA
Adrian Lowery, CFA's Valuation Research Corporation Experience April 2015 - Present
Job Vice President at Valuation Research Corporation
Industry Venture Capital & Private Equity
Experience
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation March 2013 - April 2015
Valuation Research Corporation March 2010 - March 2013
Prudential Financial July 2009 - March 2010
Skills
Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Valuation, Equity Valuation, Business Valuation, Equity Research, Capital IQ, Investments, Bloomberg Terminal
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Finance
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation March 2013 - April 2015
Valuation Research Corporation March 2010 - March 2013
Prudential Financial July 2009 - March 2010
Skills
Financial Modeling, Corporate Finance, Bloomberg, Financial Analysis, Valuation, Equity Valuation, Business Valuation, Equity Research, Capital IQ, Investments, Bloomberg Terminal
Education
CFA Institute 2010 — 2013
Chartered Financial Analyst (CFA)
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Finance
Bill Mandel's Valuation Research Corporation Experience 2003 - 2004
Job Experienced Graphic Arts Professional
Industry Printing
Experience
Looking for a good position July 2015 - Present
Times Printing Company January 2015 - July 2015
J.B. Kenehan October 2009 - January 2015
Zimmermann Printing November 2004 - February 2009
Valuation Research Corporation 2003 - 2004
LPI Arnold 2001 - 2002
Mandel Company 1975 - 2001
Skills
Budgeting, Customer Relations, Excel, Negotiation, Word, Print Production..., Microsoft Office, Budgets, Microsoft Excel, Customer Service, Microsoft Word, Process Improvement, Financial Reporting, Advertising, Leadership, Digital Printing, Variable Data Printing, Print Management, Offset Printing, Bindery, Wide Format Printing, Catalogs, Account Management, Pre-press, Direct Marketing, Color Management, Print On Demand, Banners, Packaging, Screen Printing, Proof, Brochures, Trade Shows, Purchasing, New Business Development, Pdf
Education
The University of Texas at Austin 1971 — 1975
BBA, Business
Looking for a good position July 2015 - Present
Times Printing Company January 2015 - July 2015
J.B. Kenehan October 2009 - January 2015
Zimmermann Printing November 2004 - February 2009
Valuation Research Corporation 2003 - 2004
LPI Arnold 2001 - 2002
Mandel Company 1975 - 2001
Skills
Budgeting, Customer Relations, Excel, Negotiation, Word, Print Production..., Microsoft Office, Budgets, Microsoft Excel, Customer Service, Microsoft Word, Process Improvement, Financial Reporting, Advertising, Leadership, Digital Printing, Variable Data Printing, Print Management, Offset Printing, Bindery, Wide Format Printing, Catalogs, Account Management, Pre-press, Direct Marketing, Color Management, Print On Demand, Banners, Packaging, Screen Printing, Proof, Brochures, Trade Shows, Purchasing, New Business Development, Pdf
Education
The University of Texas at Austin 1971 — 1975
BBA, Business
William (Bill) Jones, CFA's Valuation Research Corporation Experience 1999 - 2006
Job Research Analyst and Director of Corporate Access at Singular Research and Solaris Select Research
Industry Financial Services
Experience
Singular Research October 2008 - Present
Valuation Research Corporation 1999 - 2006
Dresdner Kleinwort 2000 - 2002
Wasserstein Perella 2000 - 2002
Credit Suisse 1999 - 1999
Skills
Equity Research, Alternative Investments, Equities, Special Situations, Portfolio Management, Financial Modeling, Value Investing, Business Valuation, Valuation, Investments, Equity Valuation, Asset Management, Hedge Funds, Capital Markets, Bloomberg
Education
Penn State University 1997 — 1999
MBA, Finance, Marketing
CFA Insitute 1996 — 1998
CFA, Equities
University of Scranton 1989 — 1993
B.S., Finance
Singular Research October 2008 - Present
Valuation Research Corporation 1999 - 2006
Dresdner Kleinwort 2000 - 2002
Wasserstein Perella 2000 - 2002
Credit Suisse 1999 - 1999
Skills
Equity Research, Alternative Investments, Equities, Special Situations, Portfolio Management, Financial Modeling, Value Investing, Business Valuation, Valuation, Investments, Equity Valuation, Asset Management, Hedge Funds, Capital Markets, Bloomberg
Education
Penn State University 1997 — 1999
MBA, Finance, Marketing
CFA Insitute 1996 — 1998
CFA, Equities
University of Scranton 1989 — 1993
B.S., Finance
Bryan B. Hill's Valuation Research Corporation Experience January 1985 - October 1986
Job Senior Advisor at CVS Caremark Corporation
Industry Hospital & Health Care
Experience
CVS Caremark Corporation March 2012 - Present
Rush University Medical Center June 2001 - August 2011
Peoples Energy July 1998 - November 1999
NiSource November 1995 - June 1998
Clark Refining & Marketing, Inc. January 1993 - October 1995
Itel Corporation November 1986 - February 1991
Valuation Research Corporation January 1985 - October 1986
Skills
Strategic Planning, Financial Modeling, Forecasting
Education
University of Denver 1982 — 1984
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BA, Economics Major, Business Minor
CVS Caremark Corporation March 2012 - Present
Rush University Medical Center June 2001 - August 2011
Peoples Energy July 1998 - November 1999
NiSource November 1995 - June 1998
Clark Refining & Marketing, Inc. January 1993 - October 1995
Itel Corporation November 1986 - February 1991
Valuation Research Corporation January 1985 - October 1986
Skills
Strategic Planning, Financial Modeling, Forecasting
Education
University of Denver 1982 — 1984
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BA, Economics Major, Business Minor
Rick Dettmann, ASA's Valuation Research Corporation Experience June 1999 - December 2008
Job Business Development | Senior Valuation Consultant at Suncorp Valuations
Industry Financial Services
Experience
Suncorp Valuations January 2009 - Present
Valuation Research Corporation June 1999 - December 2008
PC Interactive December 1996 - June 1999
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Risk Management, Business Planning, Management Consulting, Strategic Planning, Mergers, Selling, Financial Analysis, Private Equity, Leadership, New Business Development, Investments, Accounting, Analysis, Business Development, Finance, Contract Negotiation, Entrepreneurship, Business Strategy, Budgets, Negotiation, Process Improvement, Team Leadership, Strategy, Start-ups, Forecasting, Sales Management, Sales, Team Building, Program Management, Mergers & Acquisitions
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Suncorp Valuations January 2009 - Present
Valuation Research Corporation June 1999 - December 2008
PC Interactive December 1996 - June 1999
Skills
Valuation, Due Diligence, Business Valuation, Financial Modeling, Risk Management, Business Planning, Management Consulting, Strategic Planning, Mergers, Selling, Financial Analysis, Private Equity, Leadership, New Business Development, Investments, Accounting, Analysis, Business Development, Finance, Contract Negotiation, Entrepreneurship, Business Strategy, Budgets, Negotiation, Process Improvement, Team Leadership, Strategy, Start-ups, Forecasting, Sales Management, Sales, Team Building, Program Management, Mergers & Acquisitions
Education
Cardinal Stritch University
Bachelor of Science, Business Administration
Elliott George's Valuation Research Corporation Experience June 2014 - August 2014
Job Product Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc August 2015 - Present
Dish Network May 2015 - August 2015
Valuation Research Corporation June 2014 - August 2014
Envestnet, Inc March 2007 - September 2013
Envestnet, Inc December 2010 - September 2011
Envestnet, Inc March 2007 - December 2010
Skills
Series 7, Mutual Funds, Process Improvement, Wealth Management, Securities, Portfolio Management, Investments, Project Management, Equities, Bloomberg, Relationship Management, Financial Analysis, Asset Allocation, Trading, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies, Fixed Income, Fixed Annuities, Financial Modeling, Financial Reporting, Bloomberg Terminal, Valuation, Derivatives, Analysis, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
SDA Bocconi 2013 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
Allegheny College 2002 — 2006
Bachelor of Science, Managerial Economics, Communication Arts
Envestnet, Inc August 2015 - Present
Dish Network May 2015 - August 2015
Valuation Research Corporation June 2014 - August 2014
Envestnet, Inc March 2007 - September 2013
Envestnet, Inc December 2010 - September 2011
Envestnet, Inc March 2007 - December 2010
Skills
Series 7, Mutual Funds, Process Improvement, Wealth Management, Securities, Portfolio Management, Investments, Project Management, Equities, Bloomberg, Relationship Management, Financial Analysis, Asset Allocation, Trading, Alternative Investments, Asset Management, Financial Services, Investment Advisory, Investment Strategies, Fixed Income, Fixed Annuities, Financial Modeling, Financial Reporting, Bloomberg Terminal, Valuation, Derivatives, Analysis, Financial Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
SDA Bocconi 2013 — 2014
Master of Business Administration (M.B.A.), Strategy, Finance, Product Development
Allegheny College 2002 — 2006
Bachelor of Science, Managerial Economics, Communication Arts
Jane Myung, CFA's Valuation Research Corporation Experience May 2011 - Present
Job Senior Vice President at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation May 2011 - Present
Valuation Research Corporation March 2006 - April 2011
Huron Consulting Group July 2004 - March 2006
Independent Contractor May 1999 - May 2004
Arthur Andersen LLP June 1997 - May 1999
Skills
Business Valuation, Valuation, Equity Valuation, Financial Reporting, Intangible Assets, Goodwill Impairment, Business Combinations, Purchase Price..., 409A, Cheap Stock Valuation, Solvency Opinion, Fairness Opinions, Purchase Accounting, Enterprise Valuation, Company Valuation, Valuation Modeling, DCF Valuation, Chartered Financial..., Business, Financial Modeling, Due Diligence, Accounting, Management
Education
University of California, Berkeley
B.S., Business Administration
Valuation Research Corporation May 2011 - Present
Valuation Research Corporation March 2006 - April 2011
Huron Consulting Group July 2004 - March 2006
Independent Contractor May 1999 - May 2004
Arthur Andersen LLP June 1997 - May 1999
Skills
Business Valuation, Valuation, Equity Valuation, Financial Reporting, Intangible Assets, Goodwill Impairment, Business Combinations, Purchase Price..., 409A, Cheap Stock Valuation, Solvency Opinion, Fairness Opinions, Purchase Accounting, Enterprise Valuation, Company Valuation, Valuation Modeling, DCF Valuation, Chartered Financial..., Business, Financial Modeling, Due Diligence, Accounting, Management
Education
University of California, Berkeley
B.S., Business Administration
Shri Shetty's Valuation Research Corporation Experience April 2006 - Present
Job Financial Analyst at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation April 2006 - Present
Merrill-Lynch January 2002 - April 2002
St. Francis Hospital January 2000 - July 2000
United Way of Dutchess County September 1999 - January 2000
Jet Airways March 1998 - December 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Valuation, Auditing
Education
State University of New York, New Paltz 2000 — 2002
M.B.A., Corporate Finance
Mangalore University 1995 — 1997
M.Com. (Master of Commerce), Accounting, Finance
Mangalore University 1992 — 1995
B.B.M. (Bachelor, Bachelors in Business Management
Valuation Research Corporation April 2006 - Present
Merrill-Lynch January 2002 - April 2002
St. Francis Hospital January 2000 - July 2000
United Way of Dutchess County September 1999 - January 2000
Jet Airways March 1998 - December 1998
Skills
Financial Reporting, Corporate Finance, Accounting, Valuation, Auditing
Education
State University of New York, New Paltz 2000 — 2002
M.B.A., Corporate Finance
Mangalore University 1995 — 1997
M.Com. (Master of Commerce), Accounting, Finance
Mangalore University 1992 — 1995
B.B.M. (Bachelor, Bachelors in Business Management
Thomas Courtright's Valuation Research Corporation Experience 1996 - 2010
Job Pension Investment Analyst at City of Milwaukee ERS
Industry Financial Services
Experience
City of Milwaukee ERS January 2014 - Present
Ernst & Young December 2011 - 2013
ComStock Valuation Advisors, Inc. January 2011 - August 2011
Valuation Research Corporation 1996 - 2010
Marquette University 1994 - 1996
Skills
Business Valuation, Financial Reporting, Intangible Assets, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Corporate Finance, Due Diligence, Economics, Private Equity, Transfer Pricing
Education
Marquette University 1994 — 1996
MSAE, MBA, Finance, Economics
University of Wisconsin-Platteville 1987 — 1991
BS, Business Administration, Management & Finance
Wauwatosa East HS
City of Milwaukee ERS January 2014 - Present
Ernst & Young December 2011 - 2013
ComStock Valuation Advisors, Inc. January 2011 - August 2011
Valuation Research Corporation 1996 - 2010
Marquette University 1994 - 1996
Skills
Business Valuation, Financial Reporting, Intangible Assets, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Valuation, Finance, Corporate Finance, Due Diligence, Economics, Private Equity, Transfer Pricing
Education
Marquette University 1994 — 1996
MSAE, MBA, Finance, Economics
University of Wisconsin-Platteville 1987 — 1991
BS, Business Administration, Management & Finance
Wauwatosa East HS
Mario Bertinelli's Valuation Research Corporation Experience 1995 - 1997
Job Cost Segregation Manager at MadisonSpecs, LLC
Industry Management Consulting
Experience
MadisonSpecs, LLC December 2007 - Present
American Appraisal Associates 1981 - 1998
Valuation Research Corporation 1995 - 1997
Consultant 1995 - 1997
Skills
Purchase Price..., Title Insurance, Real Estate, Business Valuation, Appraisals, Commercial Real Estate, Due Diligence, Financial Analysis, Finance, Investment Properties, Leases, Investments, Mergers, Real Estate Development, Real Estate Transactions, Real Estate Economics, Valuation
Education
Temple University 1976 — 1981
BS, Civil Engineering
MadisonSpecs, LLC December 2007 - Present
American Appraisal Associates 1981 - 1998
Valuation Research Corporation 1995 - 1997
Consultant 1995 - 1997
Skills
Purchase Price..., Title Insurance, Real Estate, Business Valuation, Appraisals, Commercial Real Estate, Due Diligence, Financial Analysis, Finance, Investment Properties, Leases, Investments, Mergers, Real Estate Development, Real Estate Transactions, Real Estate Economics, Valuation
Education
Temple University 1976 — 1981
BS, Civil Engineering
Laura Shields, MAI's Valuation Research Corporation Experience 1988 - 1990
Job Principal at Shields Advisory Services
Industry Real Estate
Experience
Shields Advisory Services 2000 - Present
Washington Mutual 1996 - 2000
Bank of America 1990 - 1996
Valuation Research Corporation 1988 - 1990
Skills
Appraisal, Due Diligence, Appraisals, Valuation, Analysis, Estate Planning, Feasibility Studies, Investment Properties, Expert Witness, Real Estate Investment, Strategic Planning, Litigation, Leases, Financial Analysis
Education
California State University-Sacramento 1984 — 1988
BSBA, Business Administration with concentration Iin Real Estate Development and Land Use Planning
The Appraisal Institute
MAI Designation, Real Estate Appraisal
Shields Advisory Services 2000 - Present
Washington Mutual 1996 - 2000
Bank of America 1990 - 1996
Valuation Research Corporation 1988 - 1990
Skills
Appraisal, Due Diligence, Appraisals, Valuation, Analysis, Estate Planning, Feasibility Studies, Investment Properties, Expert Witness, Real Estate Investment, Strategic Planning, Litigation, Leases, Financial Analysis
Education
California State University-Sacramento 1984 — 1988
BSBA, Business Administration with concentration Iin Real Estate Development and Land Use Planning
The Appraisal Institute
MAI Designation, Real Estate Appraisal
Richardson Saint Bonheur's Valuation Research Corporation Experience June 2014 - September 2015
Job ....
Industry Financial Services
Experience
Innovations for Good June 2015 - Present
Valuation Research Corporation June 2014 - September 2015
Cooper's Ferry Partnerhsip December 2013 - May 2014
Penn Capital Management August 2013 - December 2013
New Century Transportation July 2013 - August 2013
Tricare medical Transportation January 2011 - August 2013
Rutgers University Enrollment Services January 2013 - May 2013
Trump Taj Mahal Casino Resort March 2010 - May 2011
Skills
Microsoft Office, Tableau 8, AS400 system, Microsoft Excel, PowerPoint, Stata, SPSS, TELL, Research, Data Analysis, Outlook, Leadership, Customer Service, Microsoft Word, Public Speaking, Cpr Certified, Healthcare, Windows, Teamwork, Strategic Planning, Sales, Access
Education
Rutgers University – Camden 2012 — 2014
Bachelor's Degree, Economics GPA: 3.443, Graduated
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor's Degree, Finance, Graduated
ACCC 2009 — 2011
Associate of Arts (A.A.), Economics
College Methodiste de Frere
Innovations for Good June 2015 - Present
Valuation Research Corporation June 2014 - September 2015
Cooper's Ferry Partnerhsip December 2013 - May 2014
Penn Capital Management August 2013 - December 2013
New Century Transportation July 2013 - August 2013
Tricare medical Transportation January 2011 - August 2013
Rutgers University Enrollment Services January 2013 - May 2013
Trump Taj Mahal Casino Resort March 2010 - May 2011
Skills
Microsoft Office, Tableau 8, AS400 system, Microsoft Excel, PowerPoint, Stata, SPSS, TELL, Research, Data Analysis, Outlook, Leadership, Customer Service, Microsoft Word, Public Speaking, Cpr Certified, Healthcare, Windows, Teamwork, Strategic Planning, Sales, Access
Education
Rutgers University – Camden 2012 — 2014
Bachelor's Degree, Economics GPA: 3.443, Graduated
Rutgers, The State University of New Jersey-Camden 2012 — 2014
Bachelor's Degree, Finance, Graduated
ACCC 2009 — 2011
Associate of Arts (A.A.), Economics
College Methodiste de Frere
Amy L. Powell's Valuation Research Corporation Experience July 2003 - Present
Job Report Specialist at Valuation Research Corporation
Industry Financial Services
Experience
Valuation Research Corporation July 2003 - Present
Education
Milwaukee Area Technical College 2007 — 2009
Associate of Science (A.S.), Paralegal
Ashford University
Bachelor of Arts (B.A.), Organizational Management
Valuation Research Corporation July 2003 - Present
Education
Milwaukee Area Technical College 2007 — 2009
Associate of Science (A.S.), Paralegal
Ashford University
Bachelor of Arts (B.A.), Organizational Management
Thomas Steger's Valuation Research Corporation Experience May 1981 - December 2007
Job at TRS Valuation
Industry Financial Services
Experience
TRS Valuation January 2008 - Present
Valuation Research Corporation May 1981 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Finance, Financial Reporting, Mergers & Acquisitions, Private Equity, Tax, Restructuring, Corporate Finance, Due Diligence
Education
St Rose HS 1960 — 1964
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
TRS Valuation January 2008 - Present
Valuation Research Corporation May 1981 - December 2007
Skills
Valuation, Financial Modeling, Business Valuation, Finance, Financial Reporting, Mergers & Acquisitions, Private Equity, Tax, Restructuring, Corporate Finance, Due Diligence
Education
St Rose HS 1960 — 1964
Master of Business Administration (M.B.A.), Accounting and Finance
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance, General
Ryan Ghose's Valuation Research Corporation Experience July 2015 - Present
Job Vice President at Valuation Research Corp. (VRC)
Industry Financial Services
Experience
Valuation Research Corporation July 2015 - Present
Standard & Poor's July 2007 - July 2015
Skills
Credit Analysis, Corporate Finance, Structured Finance, Financial Analysis, Financial Modeling, Financial Risk, Credit, Analysis, Fixed Income, MBS, Capital Markets, Bloomberg, Management, Ratings, Valuation, Quantitative Analytics, Fixed Income Analysis, Credit Risk, Financial Statement..., Derivatives, Securitization, Forecasting, Investment Banking, Accounting
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2003 — 2007
B.S., Quantitative Finance, Mathematics, Economics
Valuation Research Corporation July 2015 - Present
Standard & Poor's July 2007 - July 2015
Skills
Credit Analysis, Corporate Finance, Structured Finance, Financial Analysis, Financial Modeling, Financial Risk, Credit, Analysis, Fixed Income, MBS, Capital Markets, Bloomberg, Management, Ratings, Valuation, Quantitative Analytics, Fixed Income Analysis, Credit Risk, Financial Statement..., Derivatives, Securitization, Forecasting, Investment Banking, Accounting
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
London Business School
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2003 — 2007
B.S., Quantitative Finance, Mathematics, Economics
Mark Zoladz, CFA's Valuation Research Corporation Experience April 2005 - May 2015
Job Senior Finance Professional
Industry Financial Services
Experience
Valuation Research Corporation April 2005 - May 2015
John Hancock Life Insurance Company (U.S.A.) 1996 - April 2005
John Hancock Life Insurance Company (U.S.A.) 1992 - 1996
Skills
Valuation, Business Valuation, Fair Value, Intangible Assets, Customer Relationships, Trade Names, Technology, IPR&D, Goodwill
Education
Boston College 1995 — 1998
Master's degree (MSF), Finance
Bentley College 1984 — 1988
Bachelor's degree, Accounting
Valuation Research Corporation April 2005 - May 2015
John Hancock Life Insurance Company (U.S.A.) 1996 - April 2005
John Hancock Life Insurance Company (U.S.A.) 1992 - 1996
Skills
Valuation, Business Valuation, Fair Value, Intangible Assets, Customer Relationships, Trade Names, Technology, IPR&D, Goodwill
Education
Boston College 1995 — 1998
Master's degree (MSF), Finance
Bentley College 1984 — 1988
Bachelor's degree, Accounting