White Oak Partners
Industry: Company
DescriptionFounded: 2004 Subsidiary: White Oak Partners Investment Advisor, Llc
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White Oak Partners Employees
InterContinental Hotels Group (IHG®) June 2015 - Present
Oracle June 2014 - May 2015
White Oak Partners August 2012 - April 2014
A2 Access May 2013 - August 2013
Timbervest May 2011 - June 2012
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Management
Pace Academy 1997 — 2010
K-12
Cushman & Wakefield Thalhimer September 2013 - Present
Snagajob April 2012 - September 2013
CapCenter December 2011 - April 2012
White Oak Partners June 2010 - August 2011
Skills
Account Management, Sales, Cold Calling, Sales Process, New Business Development, SaaS, Social Media, Customer Service, Project Management, Microsoft Excel, B2B, Networking, Strategy Implementation, Teamwork, Seller Representation, Buyer Representation, Commercial Real Estate
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Psychology
White Oak Partners May 2015 - Present
Poling Law November 2012 - May 2015
Reminger Co., LPA May 2008 - November 2012
Huprich & Lewis, LLC February 2007 - March 2008
Thompson Hine LLC August 2004 - February 2007
Zeiger, Tigges & Little July 2003 - August 2004
R. Lewis Alexander & James N. Freeman, Jr., PC August 1999 - July 2003
Skills
Microsoft Word, Summation, Summation iBlaze, Microsoft Excel, PowerPoint, Access, CaseMap, CMS, Kronos, SoftPro, DocsOpen, Adobe Acrobat, Client Profiles, Nitro, Notary Public, Outlook, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Legal Research, Litigation, Pleadings, Lexis, PACER, Depositions, Litigation Support, Construction Law, Document Review, Trials, Legal Documents, Paralegals, Civil Litigation, Westlaw, Legal Assistance, Courts, Professional Malpractice, Litigation Management, Commercial Litigation, Appeals, Legal Discovery, Docketing, CT Summation, Cite Checking, Sanction II, ECF, Mediation, Appellate Courts, Nursing Home Defense, Trial..., Product Liability
Education
Appalachian State University 1992 — 1996
Grant Thornton LLP October 2012 - Present
White Oak Partners January 2011 - May 2011
Skills
Financial Reporting, Accounts Payable, Auditing, US GAAP, Internal Controls, Financial Statements, General Ledger, Financial Analysis, IFRS, GAAP, Account Reconciliation, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's degree, Economics
University of North Carolina at Chapel Hill 2007 — 2011
Master's degree, Accounting
Zynga July 2015 - Present
Zynga June 2014 - June 2015
GraphScience November 2013 - May 2014
GraphScience June 2013 - November 2013
White Oak Partners July 2011 - May 2013
UNC Portfolio Management Team August 2011 - May 2012
U.S. Senate May 2010 - August 2010
Skills
Business Strategy, Cost Reduction..., Team Leadership, Team Management, Time Management, Organizational Behavior, Financial Modeling, Quantitative Analytics, Consulting, Creative Problem Solving, Quantitative Analysis, Networking, Leadership, Economics, Valuation, Strategy, Data Analysis, Finance, Start-ups, Private Equity, Access, Bloomberg Terminal, Analytics, Online Advertising, Market Research, Strategic Consulting, Statistics, Marketing, Social Media Marketing, PowerPoint, Customer Service, Marketing Strategy, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
White Oak Partners 2011 - Present
MonaVie 2009 - Present
Fitch 2006 - 2010
Spherion Staffing 2000 - 2006
Zion Christian Fellowship 2004 - 2005
Aerial Communications 1998 - 2000
HER Real Living 1997 - 1998
Skills
Team Building, Strategic Planning, Customer Service, Public Speaking, Marketing, Leadership, Entrepreneurship, Budgets, Social Networking, Event Planning, Training, Coaching, Small Business, Sales, Marketing Strategy
Education
Kent State University
Business Management
White Oak Partners March 2015 - Present
Self Employed October 2009 - Present
The Wendy's Company October 2014 - February 2015
Tim Hortons February 2007 - September 2009
The Pizzuti Companies May 2001 - May 2006
Planet Hollywood February 2000 - January 2001
The Columbus Crew April 1998 - February 2000
Skills
General Ledger, Accounting, Financial Reporting, Financial Analysis, Accounts Receivable, Budgets, Forecasting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Financial Statements, QuickBooks, Payroll, GAAP, Microsoft Excel, Internal Controls, Cash Flow, Finance
Education
Franklin University 1993 — 1997
B.S., Accounting
Indian Lake High School 1983 — 1987
High School, Diploma
University of Michigan Ross School of Business August 2015 - Present
Lehigh Hanson August 2013 - June 2015
American Airlines February 2011 - August 2013
American Airlines June 2009 - February 2011
White Oak Partners March 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Project Planning, Airlines, Analysis, Agile Project Management, Leadership, Financial Modeling, PowerPoint, SharePoint, Process Improvement
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Financial Planning and Services
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad de Sevilla
Study Abroad Program, Spanish Language, Literature, History and Culture
Woodson Capital Management July 2015 - Present
Morgan Stanley June 2013 - July 2015
Edgeview Partners May 2012 - August 2012
White Oak Partners October 2011 - May 2012
Broyhill Asset Management June 2011 - August 2011
Office of Congressman Patrick McHenry May 2009 - May 2009
McHenry for Congress June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Financial Analysis, Marketing Strategy, Social Media, Leadership, Facebook, Social Networking, Mergers & Acquisitions, Financial Modeling, Investment Banking, LBO, Capital Markets, Bloomberg, Equities, Corporate Finance, Private Equity, Hedge Funds, Bloomberg Terminal, Portuguese
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
BS, Business Administration and Management, General
United States Military Academy at West Point 2009 — 2011
Episcopal High School 2005 — 2009
Leadership Directories, Inc. December 2009 - Present
Forrester Research, Inc. 2005 - Present
White Oak Partners 2007 - 2009
Scientific American, Inc. 2000 - 2007
CMP Media 1997 - 2000
The New York Times Company 1995 - 1997
Sports Illustrated For Kids 1989 - 1995
Time Inc. 1989 - 1994
Skills
Marketing Strategy, Strategic Partnerships, Email Marketing, Digital Marketing, Digital Strategy, Publishing, Digital Media, Lead Generation, New Media, Business Development, Content Strategy, Online Advertising, Product Management, Social Media, Online Marketing, Strategy, New Business Development, Analytics, Entrepreneurship, Integrated Marketing, Start-ups, Social Media Marketing, Corporate Development, Direct Marketing, Strategic Planning, SEM, Market Research
Education
The Tuck School of Business at Dartmouth 1977 — 1979
MBA, Marketing & Finance
Dartmouth College 1972 — 1975
BA
Schiller College 1971 — 1972
Rosemary Hall 1968 — 1971
High School
Frost Cummings Tidwell Group, LLC May 2015 - Present
CohnReznick LLP July 2013 - May 2015
CohnReznick LLP October 2010 - June 2013
Dell March 2010 - October 2010
White Oak Partners September 2008 - March 2010
Reznick Group January 2008 - September 2008
Novogradac & Company LLP 2004 - 2007
Skills
Auditing, Tax, Accounting, Financial Reporting, GAAP, US GAAP, Financial Modeling
Education
Texas State University 2004 — 2006
MAcy, Accounting
The University of Texas at Austin 1999 — 2003
BS, Engineering
White Oak Partners December 2013 - Present
Lancaster Pollard September 2013 - November 2013
Alliance Data September 2012 - September 2013
RHI at Huntington Bank August 2012 - September 2012
The Mergis Group February 2012 - June 2012
Payliance November 2010 - December 2011
Huntington Bank August 2010 - November 2010
Nationwide Bank March 2009 - August 2010
Builders Resource Group November 2006 - November 2008
Builders Resource Group February 2005 - November 2006
Skills
Payroll, GAAP, Accounting Standards, Analysis, Budgeting, Accounting Management, Fixed Assets, Financial Accounting, Account Reconciliation
Education
Ohio Dominican University 1982 — 1989
BA, Accounting and Business Management
Baxalta June 2015 - Present
Vantage Partners January 2013 - May 2015
Public Consulting Group June 2008 - December 2012
White Oak Partners September 2007 - May 2008
Lowe's Home Improvement June 2007 - August 2007
Skills
Data Analysis, Management Consulting, Project Management, Customer Service, Strategic Planning, Microsoft Office, Program Management, Budgets, Business Analysis, Technology Evaluation, Organizational..., Leadership, Customer Relations, Technology..., Technology In Education, Staff Management, Staff Development, Leadership Development, Process Improvement, Change Management, Business Strategy, Business Process..., Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration-Finance, Entrepreneurship, Economics
Morgan Property Management March 2014 - Present
White Oak Partners April 2013 - March 2014
Fairfield Residential August 1998 - 2013
BAI Development August 1996 - August 1998
First Commercial Corporation August 1994 - August 1996
Skills
Affordable Housing, Investment Properties, LIHTC, Tax Credits, Investments, Debt, Coordination, Apartments, Acquisitions, Asset Management, Property, Brokerage, Finance, Commercial Real Estate, Real Estate Transactions, Lease Administration, Real Estate Economics, Disposition, Real Estate Development, Real Estate, Leases, Due Diligence, Property Management, Yardi, Real Estate Financing, Dispositions
Education
University of San Diego 1993 — 1995
MBA, Real Estate
University of Toledo 1983 — 1987
BA, Finance
Pitzer College August 2012 - May 2014
Congressman Pat Tiberi June 2013 - August 2013
White Oak Partners May 2012 - August 2012
Peter Burling's Complete Game Tennis Camp April 2012 - August 2012
Energy Service Corps January 2012 - May 2012
Skills
PowerPoint, Research, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Higher Education, SPSS, Editing, Fundraising, Data Analysis
Education
Pitzer College 2011 — 2015
Bachelor's degree, Political Science & Environmental Analysis, concentrations in US and Environmental Policy
Granville High School 2007 — 2011