White Oak Partners

Industry: Company

Description

Founded: 2004 Subsidiary: White Oak Partners Investment Advisor, Llc

White Oak Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at White Oak Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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White Oak Partners Employees

Employee
Years
Job
Industry
Brett Epstein Brett Epstein Greater Atlanta Area Details
Brett Epstein's White Oak Partners Experience August 2012 - April 2014
Job Business Analyst at InterContinental Hotels Group
Industry Information Technology and Services
Experience
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

Will McGoogan Will McGoogan Richmond, Virginia Area Details
Will McGoogan's White Oak Partners Experience June 2010 - August 2011
Job Associate at Cushman & Wakefield | Thalhimer
Industry Commercial Real Estate
Experience
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

Alisa Dixon Alisa Dixon Columbus, Ohio Area Details
Alisa Dixon's White Oak Partners Experience May 2015 - Present
Job Paralegal at White Oak Partners
Industry Law Practice
Experience
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

Frank Driscoll Frank Driscoll Charlotte, North Carolina Area Details
Frank Driscoll's White Oak Partners Experience January 2011 - May 2011
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
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

Chris Canty Chris Canty San Francisco, California Details
Chris Canty's White Oak Partners Experience July 2011 - May 2013
Job Senior Product Manager at Zynga
Industry Internet
Experience
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

Linda R. Kelly Linda R. Kelly Columbus, Ohio Area Details
Linda R. Kelly's White Oak Partners Experience 2011 - Present
Job Executive Assistant Professional
Industry Venture Capital & Private Equity
Experience
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

Lisa Powers Herndon Lisa Powers Herndon Columbus, Ohio Area Details
Lisa Powers Herndon's White Oak Partners Experience March 2015 - Present
Job Accountant
Industry Accounting
Experience
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

Morgan Z. Nagy Morgan Z. Nagy Ann Arbor, Michigan Details
Morgan Z. Nagy's White Oak Partners Experience March 2008 - August 2008
Job MBA Candidate, Stephen M. Ross School of Business
Industry Building Materials
Experience
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

Benjamin Shuford Benjamin Shuford New York, New York Details
Benjamin Shuford's White Oak Partners Experience October 2011 - May 2012
Job Analyst at Woodson Capital Management
Industry Investment Management
Experience
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

Gretchen Teichgraeber Gretchen Teichgraeber Greater New York City Area Details
Gretchen Teichgraeber's White Oak Partners Experience 2007 - 2009
Job CEO at Leadership Directories, Inc.
Industry Publishing
Experience
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

Garrick Gibson, CPA Garrick Gibson, CPA Austin, Texas Area Details
Garrick Gibson, CPA's White Oak Partners Experience September 2008 - March 2010
Job Partner at Frost Cummings Tidwell Group, LLC
Industry Real Estate
Experience
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

Cheryl Lavy Cheryl Lavy Columbus, Ohio Details
Cheryl Lavy's White Oak Partners Experience December 2013 - Present
Job Senior Accountant at White Oak Partners
Industry Accounting
Experience
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

Chris Hibbard Chris Hibbard Greater Boston Area Details
Chris Hibbard's White Oak Partners Experience September 2007 - May 2008
Job Senior Project Manager, R&D at Baxalta
Industry Management Consulting
Experience
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

Timothy Wray Timothy Wray Washington D.C. Metro Area Details
Timothy Wray's White Oak Partners Experience April 2013 - March 2014
Job VP Asset Management at Morgan Property Management
Industry Real Estate
Experience
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

Elizabeth Ginise Elizabeth Ginise Granville, Ohio Details
Elizabeth Ginise's White Oak Partners Experience May 2012 - August 2012
Job Intern with Congressman Pat Tiberi
Industry Public Policy
Experience
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

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