Willamette Management Associates
Industry: Company
DescriptionHeadquarters: Chicago, IL Founded: 1969
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Willamette Management Associates Employees
Employee
Years
Job
Industry
Brian Burch Brian Burch's Willamette Management Associates Experience June 2014 - December 2014
Job Financial Analyst at Intercontinental Exchange
Industry Financial Services
Experience
Intercontinental Exchange January 2015 - Present
Willamette Management Associates June 2014 - December 2014
United Parcel Service January 2014 - June 2014
Skills
Financial Analysis, SPSS, Statistics, Data Analysis, Financial Modeling, Analysis, Finance, Business Valuation, Mergers & Acquisitions, Access, Accounting, Customer Service, Social Media, Corporate Finance, Microsoft Excel, Social Networking, Event Planning
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Institutional GPA 3.8/4.0
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Actuarial Science, Institutional GPA 3.8/4.0
Rollins College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Intercontinental Exchange January 2015 - Present
Willamette Management Associates June 2014 - December 2014
United Parcel Service January 2014 - June 2014
Skills
Financial Analysis, SPSS, Statistics, Data Analysis, Financial Modeling, Analysis, Finance, Business Valuation, Mergers & Acquisitions, Access, Accounting, Customer Service, Social Media, Corporate Finance, Microsoft Excel, Social Networking, Event Planning
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, Institutional GPA 3.8/4.0
Georgia State University - J. Mack Robinson College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Actuarial Science, Institutional GPA 3.8/4.0
Rollins College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Kevin J. Jamison Kevin J. Jamison's Willamette Management Associates Experience May 2012 - August 2012
Job Investment Analyst at Diversified Trust
Industry Investment Management
Experience
Diversified Trust January 2014 - Present
Diversified Trust May 2013 - August 2013
Willamette Management Associates May 2012 - August 2012
Skills
Valuation, Mergers & Acquisitions, Investments, Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Asset Management, Equities, Portfolio Management
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial and Systems Engineering
Diversified Trust January 2014 - Present
Diversified Trust May 2013 - August 2013
Willamette Management Associates May 2012 - August 2012
Skills
Valuation, Mergers & Acquisitions, Investments, Financial Modeling, Economics, Financial Analysis, Microsoft Excel, Asset Management, Equities, Portfolio Management
Education
Georgia Institute of Technology 2009 — 2013
Bachelor of Science, Industrial and Systems Engineering
John Kaminsky II's Willamette Management Associates Experience October 2012 - June 2013
Job Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE June 2013 - December 2014
Willamette Management Associates October 2012 - June 2013
PEAK6 Investments LP March 2011 - August 2011
Chicago Trading Company June 2008 - January 2009
Skills
Microsoft Office Suites..., Information Technology..., Computer Applications,..., Generating investor..., Hedging strategies with..., Constructing..., Active Directory, Databases, Derivatives, Finance, Portfolio Management, Servers, Corporate Finance, Options, Teamwork, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Lemont High School 2004 — 2008
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
CBOE June 2013 - December 2014
Willamette Management Associates October 2012 - June 2013
PEAK6 Investments LP March 2011 - August 2011
Chicago Trading Company June 2008 - January 2009
Skills
Microsoft Office Suites..., Information Technology..., Computer Applications,..., Generating investor..., Hedging strategies with..., Constructing..., Active Directory, Databases, Derivatives, Finance, Portfolio Management, Servers, Corporate Finance, Options, Teamwork, Leadership
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Lemont High School 2004 — 2008
Chandler Dane Chandler Dane's Willamette Management Associates Experience June 2013 - December 2014
Job Analyst Corporate Development at Navigant Consulting
Industry Financial Services
Experience
Navigant Consulting January 2015 - Present
Willamette Management Associates June 2013 - December 2014
Waterview Advisors February 2012 - June 2013
ADP May 2007 - July 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Capital IQ, Valuation Modeling, Corporate Finance, Business Analysis, Private Equity, Entrepreneurship
Education
Baylor University - Hankamer School of Business
Bachelor's of Business Administration, Entrepreneurship
The University of Texas at Dallas - School of Management
Master's of Science, Finance
University of North Texas
Bachelor's of Business Administration, Finance
Navigant Consulting January 2015 - Present
Willamette Management Associates June 2013 - December 2014
Waterview Advisors February 2012 - June 2013
ADP May 2007 - July 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Capital IQ, Valuation Modeling, Corporate Finance, Business Analysis, Private Equity, Entrepreneurship
Education
Baylor University - Hankamer School of Business
Bachelor's of Business Administration, Entrepreneurship
The University of Texas at Dallas - School of Management
Master's of Science, Finance
University of North Texas
Bachelor's of Business Administration, Finance
Scott Beauchene Scott Beauchene's Willamette Management Associates Experience 1990 - 1996
Job Managing Director, Valuation Services at Andersen Tax
Industry Financial Services
Experience
Andersen Tax August 2012 - Present
Strategic Value Group, LLC July 2010 - July 2012
Grant Thornton April 2005 - July 2010
Kroll, Inc. July 2002 - March 2005
Arthur Andersen September 1996 - June 2002
Willamette Management Associates 1990 - 1996
Skills
Valuation, Intangible Assets, Equity compensation, Fair value reporting, Financial Reporting, Financial Modeling, Mergers, Financial Analysis, Purchase Price..., DCF, Litigation Support, Equity Valuation, Private Equity, SEC filings, Venture Capital, Strategic Financial..., Fair Value, Mergers & Acquisitions, Equities, Management Consulting, Financial Services, Corporate Tax, Financial Advisory, CPA, Appraisals, Leadership, Analysis, Acquisitions, Estate Tax Planning, M&A experience, Economics
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
Bachelor of Arts (BA), Finance, General
Andersen Tax August 2012 - Present
Strategic Value Group, LLC July 2010 - July 2012
Grant Thornton April 2005 - July 2010
Kroll, Inc. July 2002 - March 2005
Arthur Andersen September 1996 - June 2002
Willamette Management Associates 1990 - 1996
Skills
Valuation, Intangible Assets, Equity compensation, Fair value reporting, Financial Reporting, Financial Modeling, Mergers, Financial Analysis, Purchase Price..., DCF, Litigation Support, Equity Valuation, Private Equity, SEC filings, Venture Capital, Strategic Financial..., Fair Value, Mergers & Acquisitions, Equities, Management Consulting, Financial Services, Corporate Tax, Financial Advisory, CPA, Appraisals, Leadership, Analysis, Acquisitions, Estate Tax Planning, M&A experience, Economics
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1990
Bachelor of Arts (BA), Finance, General
John Haley John Haley's Willamette Management Associates Experience December 2011 - November 2014
Job Corporate Development & Strategy at RentPath
Industry Financial Services
Experience
RentPath March 2015 - Present
Willamette Management Associates December 2011 - November 2014
Skills
Business Valuation, Financial Analysis, Corporate Finance, Private Equity, Financial Transactions
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Risk Management and Insurance
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Business Administration (MBA), Finance
RentPath March 2015 - Present
Willamette Management Associates December 2011 - November 2014
Skills
Business Valuation, Financial Analysis, Corporate Finance, Private Equity, Financial Transactions
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Risk Management and Insurance
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Business Administration (MBA), Finance
Aziz El-Tahch Aziz El-Tahch's Willamette Management Associates Experience September 2002 - December 2004
Job Managing Director at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross March 2008 - Present
Madison Capital Management June 2007 - March 2008
Stout Risius Ross December 2004 - June 2007
Willamette Management Associates September 2002 - December 2004
Deloitte April 2002 - September 2002
Arthur Andersen June 2000 - April 2002
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Due Diligence, Financial Analysis, Leveraged Finance, Venture Capital, LBO, Restructuring, Capital Markets, Alternative Investments, Financial Reporting, Strategy, Investments
Education
Georgetown University 1996 — 2000
BSFS, Economics
Stout Risius Ross March 2008 - Present
Madison Capital Management June 2007 - March 2008
Stout Risius Ross December 2004 - June 2007
Willamette Management Associates September 2002 - December 2004
Deloitte April 2002 - September 2002
Arthur Andersen June 2000 - April 2002
Skills
Business Valuation, Valuation, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Due Diligence, Financial Analysis, Leveraged Finance, Venture Capital, LBO, Restructuring, Capital Markets, Alternative Investments, Financial Reporting, Strategy, Investments
Education
Georgetown University 1996 — 2000
BSFS, Economics
Carolyn Armbrust, ASA, CBA's Willamette Management Associates Experience August 2006 - October 2007
Job Accredited Senior Appraiser and Certified Business Appraiser, Principal, The Axcess Group, LLC
Industry Financial Services
Experience
The Axcess Group, LLC June 2001 - Present
Willamette Management Associates August 2006 - October 2007
The Compass Group International April 2001 - December 2005
DeSilva & Phillips May 2001 - April 2003
Reed Elsevier 1997 - 2001
Reed Exhibitions December 1988 - April 1997
Skills
Mergers, Alternative Investments, Private Equity, B2B, Investments, Mergers & Acquisitions, Investment Banking, Management Consulting, Valuation, Due Diligence, Restructuring, Strategic Financial..., Intellectual Property, Entrepreneurship, Asset Management, Business Valuation, LLC, Equities, Business Development, Financial Reporting, Divestitures, Financial Modeling, Marketing Strategy, Corporate Finance, Intellectual Property..., Risk Management, Fairness Opinions, Financial Analysis, Fundraising, Purchase Price..., Management, Portfolio Management, New Business Development, Strategy, Financial Services, Acquisitions, Venture Capital, Tax, Joint Ventures, Auditing
Education
University of New Haven 1992 — 1995
MBA, Strategic Planning, Business Policy
Instituto Felix - Cuernavaca, Morelos 1983 — 1983
North Central College 1979 — 1983
BA, International Business and Foreign Languages
Université d'Avignon et des Pays de Vaucluse 1981 — 1982
Faculte de Lettres
The Axcess Group, LLC June 2001 - Present
Willamette Management Associates August 2006 - October 2007
The Compass Group International April 2001 - December 2005
DeSilva & Phillips May 2001 - April 2003
Reed Elsevier 1997 - 2001
Reed Exhibitions December 1988 - April 1997
Skills
Mergers, Alternative Investments, Private Equity, B2B, Investments, Mergers & Acquisitions, Investment Banking, Management Consulting, Valuation, Due Diligence, Restructuring, Strategic Financial..., Intellectual Property, Entrepreneurship, Asset Management, Business Valuation, LLC, Equities, Business Development, Financial Reporting, Divestitures, Financial Modeling, Marketing Strategy, Corporate Finance, Intellectual Property..., Risk Management, Fairness Opinions, Financial Analysis, Fundraising, Purchase Price..., Management, Portfolio Management, New Business Development, Strategy, Financial Services, Acquisitions, Venture Capital, Tax, Joint Ventures, Auditing
Education
University of New Haven 1992 — 1995
MBA, Strategic Planning, Business Policy
Instituto Felix - Cuernavaca, Morelos 1983 — 1983
North Central College 1979 — 1983
BA, International Business and Foreign Languages
Université d'Avignon et des Pays de Vaucluse 1981 — 1982
Faculte de Lettres
Charles Wilhoite Charles Wilhoite's Willamette Management Associates Experience May 1990 - Present
Job Managing Director at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates May 1990 - Present
PDC 2006 - 2013
PDC 2006 - 2013
KPMG September 1987 - April 1990
Skills
Business Valuation, Fairness Opinions, Valuation, Intangible Assets, Purchase Price..., Fair Value, Intellectual Property..., Corporate Finance, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Litigation Support, Investments, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1982 — 1987
Bachelor of Science (BS), Accounting and Finance
Willamette Management Associates May 1990 - Present
PDC 2006 - 2013
PDC 2006 - 2013
KPMG September 1987 - April 1990
Skills
Business Valuation, Fairness Opinions, Valuation, Intangible Assets, Purchase Price..., Fair Value, Intellectual Property..., Corporate Finance, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Litigation Support, Investments, Private Equity
Education
Arizona State University, W. P. Carey School of Business 1982 — 1987
Bachelor of Science (BS), Accounting and Finance
Samuel Nicholls Samuel Nicholls's Willamette Management Associates Experience February 2014 - Present
Job Valuation Expert Specializing in Litigation Support, and Professor of Investment Banking
Industry Management Consulting
Experience
Willamette Management Associates February 2014 - Present
Strategic Business Consulting March 2009 - Present
Carret Asset Management January 2008 - March 2009
W. Quillen Securities 2005 - 2008
iQ Venture Partners 2003 - 2005
Gerard Klauer Mattison (acquired by Bank of Montreal 2003) 1999 - 2003
Wolfensohn Partners 1997 - 1999
Temp: Rockefeller & Company ; First Albany Corp. 1995 - 1997
Student at Yale School of Management (M.B.A. program) 1993 - 1995
Kidder Peabody 1991 - 1993
Skills
Financial Modeling, Private Equity, Due Diligence, Investments, Financial Analysis, Portfolio Management, Venture Capital, Business Analysis, Strategy, Competitive Intelligence, Strategic Planning, Equity Research, Business Valuation, Business Strategy, Capital Markets, Market Research, Competitive Analysis, Strategy Development, Report Writing, Financial Projections, M&A due diligence, Sector Analysis, Macroeconomics, GAAP, Capital Management, Cash Flow Forecasting, Litigation Support, Business Litigation, Securities Litigation, Estate Planning, Tax Compliance, USPAP, Business Appraisals, Equities, Analysis, Fundamental Analysis
Education
Yale University - Yale School of Management 1993 — 1995
M.B.A., Finance, 4.0
Hamilton College 1985 — 1989
B.A., Government, 3.2
Kent School 1983 — 1985
High School
Eaglebrook School 1981 — 1983
Elementary
St. Bernard's School 1973 — 1981
Elementary
Willamette Management Associates February 2014 - Present
Strategic Business Consulting March 2009 - Present
Carret Asset Management January 2008 - March 2009
W. Quillen Securities 2005 - 2008
iQ Venture Partners 2003 - 2005
Gerard Klauer Mattison (acquired by Bank of Montreal 2003) 1999 - 2003
Wolfensohn Partners 1997 - 1999
Temp: Rockefeller & Company ; First Albany Corp. 1995 - 1997
Student at Yale School of Management (M.B.A. program) 1993 - 1995
Kidder Peabody 1991 - 1993
Skills
Financial Modeling, Private Equity, Due Diligence, Investments, Financial Analysis, Portfolio Management, Venture Capital, Business Analysis, Strategy, Competitive Intelligence, Strategic Planning, Equity Research, Business Valuation, Business Strategy, Capital Markets, Market Research, Competitive Analysis, Strategy Development, Report Writing, Financial Projections, M&A due diligence, Sector Analysis, Macroeconomics, GAAP, Capital Management, Cash Flow Forecasting, Litigation Support, Business Litigation, Securities Litigation, Estate Planning, Tax Compliance, USPAP, Business Appraisals, Equities, Analysis, Fundamental Analysis
Education
Yale University - Yale School of Management 1993 — 1995
M.B.A., Finance, 4.0
Hamilton College 1985 — 1989
B.A., Government, 3.2
Kent School 1983 — 1985
High School
Eaglebrook School 1981 — 1983
Elementary
St. Bernard's School 1973 — 1981
Elementary
Daniel Callanan Daniel Callanan's Willamette Management Associates Experience May 1995 - August 1997
Job Managing Director at Western Reserve Valuation Services
Industry Financial Services
Experience
Western Reserve Valuation Services May 2012 - Present
ComStock Advisors March 1998 - February 2012
JPMorgan Chase August 1997 - March 1998
Willamette Management Associates May 1995 - August 1997
Arthur Andersen September 1992 - May 1995
Skills
Business Valuation, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Venture Capital, Financial Analysis, LBO, Restructuring, M, Acquisition Integration, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Managerial Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), Economics and Management
Western Reserve Valuation Services May 2012 - Present
ComStock Advisors March 1998 - February 2012
JPMorgan Chase August 1997 - March 1998
Willamette Management Associates May 1995 - August 1997
Arthur Andersen September 1992 - May 1995
Skills
Business Valuation, Valuation, Due Diligence, Mergers, Mergers & Acquisitions, Financial Modeling, Strategy, Corporate Finance, Venture Capital, Financial Analysis, LBO, Restructuring, M, Acquisition Integration, Divestitures
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Managerial Finance
DePauw University 1988 — 1992
Bachelor of Arts (BA), Economics and Management
Pamela Garland Pamela Garland's Willamette Management Associates Experience 1995 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Willamette Management Associates 1995 - 2011
Garland Data Services 1990 - 1995
Touche Ross (now Deloitte) 1987 - 1989
Arthur D. Little Valuation, Inc 1983 - 1987
Warner Electric, Inc 1980 - 1983
Arthur Andersen 1979 - 1980
Systems Management, Inc 1977 - 1979
R.W. Mitchell, Inc. 1975 - 1976
Skills
Accounting, Valuation, Economics, Microsoft Excel, Portfolio Management, Corporate Finance
Education
DePauw University
Bachelor of Arts, Mathematics
Kellogg Graduate School of Management, Northwestern University
Master of Business Administration, Accounting and Information Systems
Willamette Management Associates 1995 - 2011
Garland Data Services 1990 - 1995
Touche Ross (now Deloitte) 1987 - 1989
Arthur D. Little Valuation, Inc 1983 - 1987
Warner Electric, Inc 1980 - 1983
Arthur Andersen 1979 - 1980
Systems Management, Inc 1977 - 1979
R.W. Mitchell, Inc. 1975 - 1976
Skills
Accounting, Valuation, Economics, Microsoft Excel, Portfolio Management, Corporate Finance
Education
DePauw University
Bachelor of Arts, Mathematics
Kellogg Graduate School of Management, Northwestern University
Master of Business Administration, Accounting and Information Systems
Paul Daddio, CFA, ASA Paul Daddio, CFA, ASA's Willamette Management Associates Experience January 2007 - January 2011
Job Business Valuation and Economic Damages Consultant at Baker Tilly
Industry Financial Services
Experience
Baker Tilly January 2011 - Present
Willamette Management Associates January 2007 - January 2011
The Hanke Group January 2005 - December 2006
National Financial Partners, Inc May 2001 - April 2004
Skills
Valuation, Tax, Business Valuation, Consulting, Financial Analysis, Financial Reporting, Analysis, Investments, Mergers & Acquisitions, Financial Modeling, Finance, Economics
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
St. Mary's College of Maryland 1996 — 2000
B.A., Economics, Political Science
Baker Tilly January 2011 - Present
Willamette Management Associates January 2007 - January 2011
The Hanke Group January 2005 - December 2006
National Financial Partners, Inc May 2001 - April 2004
Skills
Valuation, Tax, Business Valuation, Consulting, Financial Analysis, Financial Reporting, Analysis, Investments, Mergers & Acquisitions, Financial Modeling, Finance, Economics
Education
The University of Texas at Austin - Red McCombs School of Business 2003 — 2005
MBA, Finance
St. Mary's College of Maryland 1996 — 2000
B.A., Economics, Political Science
Andrew Tsinikas Andrew Tsinikas's Willamette Management Associates Experience May 2010 - June 2010
Job Real Estate Private Equity at ADIA
Industry Commercial Real Estate
Experience
Abu Dhabi Investment Authority (ADIA) June 2015 - Present
BlackRock September 2014 - June 2015
BlackRock November 2013 - August 2014
BlackRock August 2011 - November 2013
Brookwood Associates July 2010 - August 2010
Willamette Management Associates May 2010 - June 2010
Foltz Martin, LLC June 2008 - August 2008
Skills
Capital Markets, Derivatives, Corporate Finance, Investment Banking, Economics, Trading, Due Diligence, Risk Management, Structured Products, Financial Markets, Investment Strategies, Finance, Portfolio Management, Valuation
Education
Duke University 2007 — 2011
BS, Economics
University of Canterbury 2009 — 2009
The Westminster Schools 2003 — 2007
Abu Dhabi Investment Authority (ADIA) June 2015 - Present
BlackRock September 2014 - June 2015
BlackRock November 2013 - August 2014
BlackRock August 2011 - November 2013
Brookwood Associates July 2010 - August 2010
Willamette Management Associates May 2010 - June 2010
Foltz Martin, LLC June 2008 - August 2008
Skills
Capital Markets, Derivatives, Corporate Finance, Investment Banking, Economics, Trading, Due Diligence, Risk Management, Structured Products, Financial Markets, Investment Strategies, Finance, Portfolio Management, Valuation
Education
Duke University 2007 — 2011
BS, Economics
University of Canterbury 2009 — 2009
The Westminster Schools 2003 — 2007
Jin Wang, CPA, ABV's Willamette Management Associates Experience 2006 - 2011
Job Senior Manager
Industry Management Consulting
Experience
Acuitas, Inc. 2013 - Present
American Appraisal Associates 2011 - 2013
Willamette Management Associates 2006 - 2011
Cox Communications Inc. 2005 - 2006
Deloitte & Touche LLP 2002 - 2005
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
Renmin University of China
Bachelor's degree
Acuitas, Inc. 2013 - Present
American Appraisal Associates 2011 - 2013
Willamette Management Associates 2006 - 2011
Cox Communications Inc. 2005 - 2006
Deloitte & Touche LLP 2002 - 2005
Education
Georgia Institute of Technology
Master of Business Administration (MBA)
Renmin University of China
Bachelor's degree
Evan Clough's Willamette Management Associates Experience February 2012 - December 2013
Job Technology and Finance Professional
Industry Computer Software
Experience
Self Employed July 2014 - July 2015
InComm December 2013 - July 2014
Willamette Management Associates February 2012 - December 2013
SP Fiber Technologies November 2011 - February 2012
Gilbert Valuations January 2011 - October 2011
Aginsky Consulting Group May 2011 - September 2011
Sonetics May 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Accounting, Microsoft Excel, Data Analysis, Strategic Planning, Public Speaking, Analysis, Finance, Management, Financial Reporting, PowerPoint, Business Valuation, Valuation, Financial Modeling, Process Improvement, Business Analysis, Organizational..., Small Business, Investments, Tax, Market Research, Business Development, Mergers, Economics, Corporate Finance, Start-ups, Entrepreneurship, Forecasting, Budgets, QuickBooks, Ruby, Ruby on Rails, JavaScript, HTML, CSS, ActiveRecord
Education
George Fox University 2006 — 2011
Bachelor of Arts (B.A.), Business Administration: Marketing
George Fox University 2006 — 2011
Bachelor of Arts (B.A.), Accounting
Epicodus
Ruby/Rails/Javascript
Self Employed July 2014 - July 2015
InComm December 2013 - July 2014
Willamette Management Associates February 2012 - December 2013
SP Fiber Technologies November 2011 - February 2012
Gilbert Valuations January 2011 - October 2011
Aginsky Consulting Group May 2011 - September 2011
Sonetics May 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Accounting, Microsoft Excel, Data Analysis, Strategic Planning, Public Speaking, Analysis, Finance, Management, Financial Reporting, PowerPoint, Business Valuation, Valuation, Financial Modeling, Process Improvement, Business Analysis, Organizational..., Small Business, Investments, Tax, Market Research, Business Development, Mergers, Economics, Corporate Finance, Start-ups, Entrepreneurship, Forecasting, Budgets, QuickBooks, Ruby, Ruby on Rails, JavaScript, HTML, CSS, ActiveRecord
Education
George Fox University 2006 — 2011
Bachelor of Arts (B.A.), Business Administration: Marketing
George Fox University 2006 — 2011
Bachelor of Arts (B.A.), Accounting
Epicodus
Ruby/Rails/Javascript
Bucky Wright Bucky Wright's Willamette Management Associates Experience May 2001 - November 2009
Job VP at Bankers Trust
Industry Financial Services
Experience
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Bankers Trust September 2014 - Present
Reliance Trust Company January 2012 - September 2014
Willamette Management Associates May 2001 - November 2009
Skills
ESOP, Business Valuation, Valuation, Corporate Finance, ERISA, Finance, Financial Modeling, Forensic Accounting, Due Diligence, Private Equity, Mergers & Acquisitions, Financial Analysis, Investment Banking, Equities, Investments, Securities, Management, Financial Planning, Restructuring, Corporate Governance, Financial Services
Education
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Travis Lance Travis Lance's Willamette Management Associates Experience October 2010 - May 2013
Job Business Valuation Manager at Eide Bailly LLP
Industry Financial Services
Experience
Eide Bailly LLP May 2013 - Present
Willamette Management Associates October 2010 - May 2013
Willamette Management Associates February 2007 - September 2010
Skills
Business Valuation, Tax, Litigation Support, Fairness Opinions, ESOP, Financial Modeling, Economics, Valuation, Purchase Price..., Analysis, Corporate Finance, Investments, Due Diligence, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions
Education
Illinois Institute of Technology 2000 — 2002
Computer Engineering
Montana State University-Billings
Bachelor of Science in Business Administration, Finance
Eide Bailly LLP May 2013 - Present
Willamette Management Associates October 2010 - May 2013
Willamette Management Associates February 2007 - September 2010
Skills
Business Valuation, Tax, Litigation Support, Fairness Opinions, ESOP, Financial Modeling, Economics, Valuation, Purchase Price..., Analysis, Corporate Finance, Investments, Due Diligence, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions
Education
Illinois Institute of Technology 2000 — 2002
Computer Engineering
Montana State University-Billings
Bachelor of Science in Business Administration, Finance
Doug Milnes Doug Milnes's Willamette Management Associates Experience June 2004 - August 2005
Job Global Insights Manager at The Clorox Company
Industry Internet
Experience
The Clorox Company November 2014 - Present
The Clorox Company January 2014 - Present
OpenTable April 2013 - December 2013
OpenTable May 2012 - March 2013
OpenTable June 2011 - May 2012
OnLive November 2009 - June 2011
Glu Mobile July 2008 - November 2009
Duff & Phelps August 2005 - July 2008
Willamette Management Associates June 2004 - August 2005
Northwestern Mutual July 2002 - February 2004
Skills
Financial Analysis, Forecasting, Business Intelligence, Valuation, Financial Modeling, Analysis, Leadership, Analytics, Data Analysis, Corporate Finance, Start-ups, SQL, Web Analytics, Marketing Mix Modeling, Market Structure
Education
Northwestern University 2012 — 2015
Masters, Predictive Analytics
Whitman College 1998 — 2002
Bachelor of Arts (BA), Mathematics Economics
Chatham High
The Clorox Company November 2014 - Present
The Clorox Company January 2014 - Present
OpenTable April 2013 - December 2013
OpenTable May 2012 - March 2013
OpenTable June 2011 - May 2012
OnLive November 2009 - June 2011
Glu Mobile July 2008 - November 2009
Duff & Phelps August 2005 - July 2008
Willamette Management Associates June 2004 - August 2005
Northwestern Mutual July 2002 - February 2004
Skills
Financial Analysis, Forecasting, Business Intelligence, Valuation, Financial Modeling, Analysis, Leadership, Analytics, Data Analysis, Corporate Finance, Start-ups, SQL, Web Analytics, Marketing Mix Modeling, Market Structure
Education
Northwestern University 2012 — 2015
Masters, Predictive Analytics
Whitman College 1998 — 2002
Bachelor of Arts (BA), Mathematics Economics
Chatham High
Seth Palatnik Seth Palatnik's Willamette Management Associates Experience October 2011 - January 2013
Job PartnerInCharge, Transaction Advisory Services at FGMK, LLC
Industry Financial Services
Experience
FGMK, LLC February 2013 - Present
Willamette Management Associates October 2011 - January 2013
KPMG June 2008 - September 2011
Huron Consulting Group 2003 - April 2008
BDO USA, LLP 1993 - 2002
KPMG 1985 - 1992
Skills
Business Valuation, Mergers, Financial Reporting, Restructuring, Purchase Price..., Intangible Assets, Fairness Opinions, Corporate Finance, Litigation Support, solvency opinions, Expert Witness, Business Development, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Management, Finance, Financial Analysis, Financial Modeling, Strategic Planning
Education
University of Illinois at Chicago 1984 — 1985
MBA, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Accounting
FGMK, LLC February 2013 - Present
Willamette Management Associates October 2011 - January 2013
KPMG June 2008 - September 2011
Huron Consulting Group 2003 - April 2008
BDO USA, LLP 1993 - 2002
KPMG 1985 - 1992
Skills
Business Valuation, Mergers, Financial Reporting, Restructuring, Purchase Price..., Intangible Assets, Fairness Opinions, Corporate Finance, Litigation Support, solvency opinions, Expert Witness, Business Development, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Management, Finance, Financial Analysis, Financial Modeling, Strategic Planning
Education
University of Illinois at Chicago 1984 — 1985
MBA, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
B.S., Accounting
Daniel Van Vleet, ASA's Willamette Management Associates Experience June 1989 - February 2005
Job International Past President at American Society of Appraisers
Industry Financial Services
Experience
Stout Risius Ross December 2008 - Present
American Society of Appraisers July 2013 - Present
American Society of Appraisers July 2012 - June 2013
Trusts & Estates Magazine 2008 - 2013
American Society of Appraisers July 2011 - June 2012
American Society of Appraisers July 2010 - June 2011
Business Valuation Association September 2009 - August 2010
American Society of Appraisers July 2006 - June 2010
Duff & Phelps February 2005 - December 2008
Willamette Management Associates June 1989 - February 2005
Skills
Business Valuation, Expert Witness, Economic Analysis, Bankruptcy, Tax Controversy, Shareholder Disputes, Fairness Opinions, Solvency Opinions, Private Companies, Tax Valuation, Valuation, Economics, Tax, Financial Analysis, Litigation Support, Equities, Mergers & Acquisitions, Finance, Due Diligence, Management
Education
The University of Chicago 1993 — 1995
MBA, Finance
Portland State University 1986 — 1990
BS, Finance and Business Law
Stout Risius Ross December 2008 - Present
American Society of Appraisers July 2013 - Present
American Society of Appraisers July 2012 - June 2013
Trusts & Estates Magazine 2008 - 2013
American Society of Appraisers July 2011 - June 2012
American Society of Appraisers July 2010 - June 2011
Business Valuation Association September 2009 - August 2010
American Society of Appraisers July 2006 - June 2010
Duff & Phelps February 2005 - December 2008
Willamette Management Associates June 1989 - February 2005
Skills
Business Valuation, Expert Witness, Economic Analysis, Bankruptcy, Tax Controversy, Shareholder Disputes, Fairness Opinions, Solvency Opinions, Private Companies, Tax Valuation, Valuation, Economics, Tax, Financial Analysis, Litigation Support, Equities, Mergers & Acquisitions, Finance, Due Diligence, Management
Education
The University of Chicago 1993 — 1995
MBA, Finance
Portland State University 1986 — 1990
BS, Finance and Business Law
Adrian Loud, CPA, ABV, CFF, CVA, ASA Adrian Loud, CPA, ABV, CFF, CVA, ASA's Willamette Management Associates Experience August 1999 - December 2005
Job Managing Director at Censeo Advisors, LLC
Industry Financial Services
Experience
Censeo Advisors, LLC March 2014 - Present
Bennett Thrasher January 2006 - February 2014
Willamette Management Associates August 1999 - December 2005
Bennett Thrasher August 1997 - July 1999
General Time Corporation September 1996 - July 1997
EquiVal, Inc. January 1994 - August 1996
Skills
Business Valuation, ESOP, Purchase Price..., Impairment Testing, Stock Compensation, Business Appraisals, Litigation Consulting, CFF, ABV, CPA, Business Interruption, Eminent Domain, Intangible Assets, Forensic Accounting, Financial Reporting, Valuation, Estate Planning, Litigation Support, Finance, Expert Witness, Mergers & Acquisitions
Education
Emory University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Censeo Advisors, LLC March 2014 - Present
Bennett Thrasher January 2006 - February 2014
Willamette Management Associates August 1999 - December 2005
Bennett Thrasher August 1997 - July 1999
General Time Corporation September 1996 - July 1997
EquiVal, Inc. January 1994 - August 1996
Skills
Business Valuation, ESOP, Purchase Price..., Impairment Testing, Stock Compensation, Business Appraisals, Litigation Consulting, CFF, ABV, CPA, Business Interruption, Eminent Domain, Intangible Assets, Forensic Accounting, Financial Reporting, Valuation, Estate Planning, Litigation Support, Finance, Expert Witness, Mergers & Acquisitions
Education
Emory University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
Jeremy Dollar Jeremy Dollar's Willamette Management Associates Experience August 2011 - December 2011
Job Financial Software Sales Consultant and Sales Cycle Accelerator
Industry Information Technology and Services
Experience
RelayHealth September 2013 - Present
McKesson Provider Technologies December 2011 - September 2013
Willamette Management Associates August 2011 - December 2011
RelayHealth May 2011 - August 2011
Summit Wealth Management Inc February 2011 - May 2011
Skills
Business Analysis, Process Improvement, Financial Analysis, Return on Investment, Financial Modeling, Sales, Salesforce.com, Consulting, Change Management, Accounting, Analysis, Customer Service, Software Implementation, Healthcare Information..., Healthcare Consulting, Integration Testing, Corporate Finance, SAP, Excel, Word, Problem Solving, Healthcare Information..., Customer Relations, Forecasting, Budgeting, PowerPoint, Microsoft Office, Outlook, EHR, HIPAA, Project Management, Revenue Cycle, Training
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.75
Georgia State University 2008 — 2011
Bachelor's degree, Philosophy, 3.8
RelayHealth September 2013 - Present
McKesson Provider Technologies December 2011 - September 2013
Willamette Management Associates August 2011 - December 2011
RelayHealth May 2011 - August 2011
Summit Wealth Management Inc February 2011 - May 2011
Skills
Business Analysis, Process Improvement, Financial Analysis, Return on Investment, Financial Modeling, Sales, Salesforce.com, Consulting, Change Management, Accounting, Analysis, Customer Service, Software Implementation, Healthcare Information..., Healthcare Consulting, Integration Testing, Corporate Finance, SAP, Excel, Word, Problem Solving, Healthcare Information..., Customer Relations, Forecasting, Budgeting, PowerPoint, Microsoft Office, Outlook, EHR, HIPAA, Project Management, Revenue Cycle, Training
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.75
Georgia State University 2008 — 2011
Bachelor's degree, Philosophy, 3.8
Charlene Blalock Charlene Blalock's Willamette Management Associates Experience August 1987 - Present
Job research associate at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates August 1987 - Present
Willamette Management Associates August 1987 - Present
Skills
Corporate Finance, Risk Analysis, Editing, Business Valuation, Valuation, Investments, Research, Mergers, ESOP, Capital IQ, Financial Modeling, Fair Value, Investment Banking, Private Equity, Microsoft Office, Expert Witness, Economics, Industry Research, Financial Analysis, Mergers & Acquisitions, Business Planning, Accounting, Cash Flow, DCF, Data Analysis, Equities, Microsoft Excel, Due Diligence, Strategic Planning, Financial Reporting, Analysis, Portfolio Management, Fairness Opinions, Asset Managment, Litigation Support, Intellectual Property..., Management Consulting
Education
University of Oregon 1977 — 1982
Willamette Management Associates August 1987 - Present
Willamette Management Associates August 1987 - Present
Skills
Corporate Finance, Risk Analysis, Editing, Business Valuation, Valuation, Investments, Research, Mergers, ESOP, Capital IQ, Financial Modeling, Fair Value, Investment Banking, Private Equity, Microsoft Office, Expert Witness, Economics, Industry Research, Financial Analysis, Mergers & Acquisitions, Business Planning, Accounting, Cash Flow, DCF, Data Analysis, Equities, Microsoft Excel, Due Diligence, Strategic Planning, Financial Reporting, Analysis, Portfolio Management, Fairness Opinions, Asset Managment, Litigation Support, Intellectual Property..., Management Consulting
Education
University of Oregon 1977 — 1982
Bill Berg Bill Berg's Willamette Management Associates Experience 1975 - 1977
Job President, Sigma Investment Management Company
Industry Investment Management
Experience
Sigma Investment Management Company November 1992 - Present
Oregon Community Foundation November 2004 - Present
Oregon Health & Science University Foundation January 2012 - Present
Knight Cancer Institute Council December 2012 - Present
Paulson Investment Co. January 1982 - June 1993
Stoel Rives LLP August 1979 - January 1982
Willamette Management Associates 1975 - 1977
Education
Harvard Law School 1976 — 1979
JD
Stanford University 1972 — 1976
AB, AM, Economics
Wilson High School
Sigma Investment Management Company November 1992 - Present
Oregon Community Foundation November 2004 - Present
Oregon Health & Science University Foundation January 2012 - Present
Knight Cancer Institute Council December 2012 - Present
Paulson Investment Co. January 1982 - June 1993
Stoel Rives LLP August 1979 - January 1982
Willamette Management Associates 1975 - 1977
Education
Harvard Law School 1976 — 1979
JD
Stanford University 1972 — 1976
AB, AM, Economics
Wilson High School
John J. Scott, MBA, CPA/ABV, ASA, CBA, CFF's Willamette Management Associates Experience September 2003 - July 2006
Job Managing Director at Scott Associates LLC
Industry Legal Services
Experience
Scott Associates LLC September 2011 - Present
ParenteBeard LLC August 2010 - October 2011
Anchin, Block & Anchin LLP 2008 - 2010
McGladrey & Pullen, LLP 2006 - 2009
Willamette Management Associates September 2003 - July 2006
LSW 1998 - 2003
Education
Fairleigh Dickinson University 1976 — 1979
MBA, Accounting & Taxation
Seton Hall University 1969 — 1972
B.S., History & English
Scott Associates LLC September 2011 - Present
ParenteBeard LLC August 2010 - October 2011
Anchin, Block & Anchin LLP 2008 - 2010
McGladrey & Pullen, LLP 2006 - 2009
Willamette Management Associates September 2003 - July 2006
LSW 1998 - 2003
Education
Fairleigh Dickinson University 1976 — 1979
MBA, Accounting & Taxation
Seton Hall University 1969 — 1972
B.S., History & English
Dan Roche Dan Roche's Willamette Management Associates Experience March 2008 - December 2008
Job Director at DuCharme, McMillen & Associates
Industry Accounting
Experience
Grant Thornton LLP December 2010 - March 2013
Jefferson Wells January 2009 - November 2009
Willamette Management Associates March 2008 - December 2008
Ernst & Young January 2001 - December 2007
Grant Thornton LLP 1999 - 2001
Marvin F. Poer and Company 1994 - 1999
Skills
Tax, Due Diligence, Accounting, Tax Accounting, Property Tax, Sarbanes-Oxley Act, State Tax, Tax Research, Personal Property, Corporate Tax, International Tax, Tax Advisory, Internal Controls, SEC filings, Auditing, Financial Analysis, Valuation, Mergers & Acquisitions
Education
DePaul University 1988 — 1993
Bachelor's degree, Finance
Grant Thornton LLP December 2010 - March 2013
Jefferson Wells January 2009 - November 2009
Willamette Management Associates March 2008 - December 2008
Ernst & Young January 2001 - December 2007
Grant Thornton LLP 1999 - 2001
Marvin F. Poer and Company 1994 - 1999
Skills
Tax, Due Diligence, Accounting, Tax Accounting, Property Tax, Sarbanes-Oxley Act, State Tax, Tax Research, Personal Property, Corporate Tax, International Tax, Tax Advisory, Internal Controls, SEC filings, Auditing, Financial Analysis, Valuation, Mergers & Acquisitions
Education
DePaul University 1988 — 1993
Bachelor's degree, Finance
Aaron Rotkowski, CFA, ASA, CBA Aaron Rotkowski, CFA, ASA, CBA's Willamette Management Associates Experience December 2000 - Present
Job Business valuation, forensic analysis, and other financial advisory services
Industry Financial Services
Experience
Willamette Management Associates December 2000 - Present
Obsidian Finance Group, LLC March 2008 - August 2010
Skills
Fairness Opinions, Business Valuation, Litigation Support, Estate & Gift Taxation, Intangible Assets, ESOP, Analysis, Mergers & Acquisitions, Private Equity, Investments, Forensic Accounting, Due Diligence
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor of Science, Business/Finance
Willamette Management Associates December 2000 - Present
Obsidian Finance Group, LLC March 2008 - August 2010
Skills
Fairness Opinions, Business Valuation, Litigation Support, Estate & Gift Taxation, Intangible Assets, ESOP, Analysis, Mergers & Acquisitions, Private Equity, Investments, Forensic Accounting, Due Diligence
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Bachelor of Science, Business/Finance
Brian Swift's Willamette Management Associates Experience June 1997 - July 2001
Job Flex Piping Solutions, LLC
Industry Building Materials
Experience
Flex Piping Solutions, LLC June 2013 - Present
Fountain Realty Investments, LLC May 2003 - Present
K4 Construction, LLC November 2008 - February 2012
Jameson Realty Group November 2005 - December 2007
Houlihan Smith, Inc. October 2001 - May 2002
Willamette Management Associates June 1997 - July 2001
Education
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Flex Piping Solutions, LLC June 2013 - Present
Fountain Realty Investments, LLC May 2003 - Present
K4 Construction, LLC November 2008 - February 2012
Jameson Realty Group November 2005 - December 2007
Houlihan Smith, Inc. October 2001 - May 2002
Willamette Management Associates June 1997 - July 2001
Education
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Katherine Joy Katherine Joy's Willamette Management Associates Experience August 2009 - December 2009
Job Assurance Senior Accountant at EY
Industry Accounting
Experience
EY September 2012 - Present
Frazier & Deeter, LLC January 2011 - April 2011
Willamette Management Associates August 2009 - December 2009
Skills
Accounting, Microsoft Excel, Financial Modeling, Financial Accounting, Microsoft Office, Financial Analysis, Auditing, Analysis, Access
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Professional Accountancy, Accounting
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.)
EY September 2012 - Present
Frazier & Deeter, LLC January 2011 - April 2011
Willamette Management Associates August 2009 - December 2009
Skills
Accounting, Microsoft Excel, Financial Modeling, Financial Accounting, Microsoft Office, Financial Analysis, Auditing, Analysis, Access
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
Master of Professional Accountancy, Accounting
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (B.S.)
Jasna Karamehmedovic's Willamette Management Associates Experience September 2011 - June 2012
Job Assistant Vice President at Kaufman Hall
Industry Financial Services
Experience
Kaufman Hall December 2013 - Present
Kaufman Hall June 2012 - December 2013
Willamette Management Associates September 2011 - June 2012
Willamette Management Associates September 2008 - September 2011
Willamette Management Associates June 2004 - September 2008
Skills
Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Business Valuation
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Kaufman Hall December 2013 - Present
Kaufman Hall June 2012 - December 2013
Willamette Management Associates September 2011 - June 2012
Willamette Management Associates September 2008 - September 2011
Willamette Management Associates June 2004 - September 2008
Skills
Corporate Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Business Valuation
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Peter Rubsam, CFE, CIRA Peter Rubsam, CFE, CIRA's Willamette Management Associates Experience 2007 - 2008
Job Associate Director at Aon Global Risk Consulting
Industry Financial Services
Experience
Aon Global Risk Consulting July 2013 - Present
Dempsey Partners 2008 - June 2013
Willamette Management Associates 2007 - 2008
L. Tersigni Consulting 2001 - 2007
Gartner 1997 - 2001
The Chase Manhattan Bank 1994 - 1997
IBM 1989 - 1994
Skills
Forensic Accounting, Valuation, Fraud, Risk Management, Due Diligence, Finance, Certified Fraud Examiner, Business Valuation, Financial Analysis, Restructuring, Accounting, Financial Modeling, Corporate Finance, Financial Risk, Litigation Support, Bankruptcy, Claim, Mergers & Acquisitions, Internal Controls, Enterprise Risk..., Mergers, Strategic Financial..., Financial Reporting, Forecasting, Managerial Finance, Auditing
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Villanova University 1985 — 1989
BSBA, Finance
Archbishop Molloy High School
Aon Global Risk Consulting July 2013 - Present
Dempsey Partners 2008 - June 2013
Willamette Management Associates 2007 - 2008
L. Tersigni Consulting 2001 - 2007
Gartner 1997 - 2001
The Chase Manhattan Bank 1994 - 1997
IBM 1989 - 1994
Skills
Forensic Accounting, Valuation, Fraud, Risk Management, Due Diligence, Finance, Certified Fraud Examiner, Business Valuation, Financial Analysis, Restructuring, Accounting, Financial Modeling, Corporate Finance, Financial Risk, Litigation Support, Bankruptcy, Claim, Mergers & Acquisitions, Internal Controls, Enterprise Risk..., Mergers, Strategic Financial..., Financial Reporting, Forecasting, Managerial Finance, Auditing
Education
Fordham Gabelli School of Business 1994 — 1996
MBA, Finance
Villanova University 1985 — 1989
BSBA, Finance
Archbishop Molloy High School
Jim Rabe Jim Rabe's Willamette Management Associates Experience 1990 - Present
Job Managing Director at Willamette Management Associates, providing business valuation and litigation support services
Industry Financial Services
Experience
Willamette Management Associates 1990 - Present
Ernst & Young 1988 - 1990
Edward Jones 1984 - 1987
Education
Washington University in St. Louis - Olin Business School 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1980 — 1984
BSBA, Finance
St. Louis University High School 1976 — 1980
Willamette Management Associates 1990 - Present
Ernst & Young 1988 - 1990
Edward Jones 1984 - 1987
Education
Washington University in St. Louis - Olin Business School 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1980 — 1984
BSBA, Finance
St. Louis University High School 1976 — 1980
Alan A. Schachter Alan A. Schachter's Willamette Management Associates Experience 2003 - February 2009
Job Partner, Valuation & Forensic Services Group at Citrin Cooperman & Company, LLP
Industry Financial Services
Experience
Citrin Cooperman & Company, LLP February 2009 - Present
Willamette Management Associates 2003 - February 2009
Scillia, Dowling & Natarelli 2001 - 2003
Centerprise Advisors July 2000 - 2003
Urbach Kahn & Werlin 1989 - 2000
Schachter & Co. 1979 - 1989
Schachter & Horan 1974 - 1979
Lester Witte & Co. 1969 - 1974
Skills
Litigation Support, Forensic Accounting, Mergers, Valuation, Business Valuation, Tax, Due Diligence, Litigation Consulting, Fraud, CPA, Litigation, Civil Litigation, Financial Analysis, Mergers & Acquisitions, Expert Witness, Restructuring, Auditing, Accounting, Tax Law, Finance
Education
Pace University - Lubin School of Business
Advanced Certificate, Taxation
Pace University - Lubin School of Business
MBA
University of Pennsylvania - The Wharton School 1961 — 1965
B.S., Economics
Citrin Cooperman & Company, LLP February 2009 - Present
Willamette Management Associates 2003 - February 2009
Scillia, Dowling & Natarelli 2001 - 2003
Centerprise Advisors July 2000 - 2003
Urbach Kahn & Werlin 1989 - 2000
Schachter & Co. 1979 - 1989
Schachter & Horan 1974 - 1979
Lester Witte & Co. 1969 - 1974
Skills
Litigation Support, Forensic Accounting, Mergers, Valuation, Business Valuation, Tax, Due Diligence, Litigation Consulting, Fraud, CPA, Litigation, Civil Litigation, Financial Analysis, Mergers & Acquisitions, Expert Witness, Restructuring, Auditing, Accounting, Tax Law, Finance
Education
Pace University - Lubin School of Business
Advanced Certificate, Taxation
Pace University - Lubin School of Business
MBA
University of Pennsylvania - The Wharton School 1961 — 1965
B.S., Economics
Mark Zyla's Willamette Management Associates Experience December 2005 - July 2007
Job Managing Director at Acuitas, Inc.
Industry Management Consulting
Experience
Acuitas, Inc. July 2007 - Present
Willamette Management Associates December 2005 - July 2007
Acuitas, Inc. 1998 - 2005
PricewaterhouseCoopers 1993 - 1998
Arthur Andersen, Atlanta 1985 - 1990
Education
Valuation Program / Harvard Business School 1998 — 1998
Wharton School, University of Pennsylvania 1995 — 1995
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA
The University of Texas at Austin 1978 — 1982
BBA
Acuitas, Inc. July 2007 - Present
Willamette Management Associates December 2005 - July 2007
Acuitas, Inc. 1998 - 2005
PricewaterhouseCoopers 1993 - 1998
Arthur Andersen, Atlanta 1985 - 1990
Education
Valuation Program / Harvard Business School 1998 — 1998
Wharton School, University of Pennsylvania 1995 — 1995
Georgia State University - J. Mack Robinson College of Business 1983 — 1985
MBA
The University of Texas at Austin 1978 — 1982
BBA
Nguyen Hudson, CFA, CPA's Willamette Management Associates Experience September 2008 - September 2009
Job Manager of Corporate FP&A at Washington Gas
Industry Utilities
Experience
Washington Gas July 2014 - Present
Pepco Holdings, Inc. December 2009 - July 2014
Willamette Management Associates September 2008 - September 2009
KPMG November 2005 - July 2008
American Forest & Paper Association May 2002 - November 2005
Motient 2000 - 2001
MicroStrategy 1998 - 1999
Education
American University
Master of Science (MS), Management Information Systems
American University
Bachelor of Science (BS), Business Administration, Computer Information Systems
Washington Gas July 2014 - Present
Pepco Holdings, Inc. December 2009 - July 2014
Willamette Management Associates September 2008 - September 2009
KPMG November 2005 - July 2008
American Forest & Paper Association May 2002 - November 2005
Motient 2000 - 2001
MicroStrategy 1998 - 1999
Education
American University
Master of Science (MS), Management Information Systems
American University
Bachelor of Science (BS), Business Administration, Computer Information Systems
Eric Thornton Eric Thornton's Willamette Management Associates Experience 1998 - 2003
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates 2003 - Present
Willamette Management Associates 1998 - 2003
Education
University of Richmond
Bachelor of Science (BS), Business Administration and Management, General
Cambridge Associates 2003 - Present
Willamette Management Associates 1998 - 2003
Education
University of Richmond
Bachelor of Science (BS), Business Administration and Management, General
Laurie H. Liu, MBA, MS's Willamette Management Associates Experience April 2006 - September 2006
Job Actively seeking approriate career opportunities Relationshipbuilding/Valuation/M&A/Private Equity
Industry Financial Services
Experience
Various professional organizations November 2008 - Present
KPMG LLP December 2007 - October 2008
Grant Thornton LLP October 2006 - December 2007
Willamette Management Associates April 2006 - September 2006
Ernst & Young LLP September 2004 - February 2006
McGraw Hill Financial (Standard and Poor's Ratings) July 2002 - July 2004
Morgan Stanley June 2001 - August 2001
Merrill Lynch July 1998 - July 2000
Skills
Insightful advice to..., Financial Modeling, Due Diligence, Purposeful relationship..., Mergers & Acquisitions, Business Valuation, Financial Analysis, Equities, Private Equity, IPO, Economics, Business Development, Corporate Finance, Finance, Financial Services, Strategic Thinking, Strategy, Derivatives, Fixed Income, Litigation Support, Restructuring, Venture Capital, Banking, Investment Banking, Accounting, Leadership, Strategic Financial..., Business Due Diligence, Financial Modelling, Portfolio Company..., Valuation of Other..., Understanding of..., Establishing and..., Understanding of..., Market knowledge:..., Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
MS, Accountancy
Capital Normal University 1992 — 1994
Bachelor's Degree, English
UWC Adriatic College (UWCAD) 1990 — 1992
I.B.
Beijing No. 4 High School 1984 — 1990
High School Diploma
Various professional organizations November 2008 - Present
KPMG LLP December 2007 - October 2008
Grant Thornton LLP October 2006 - December 2007
Willamette Management Associates April 2006 - September 2006
Ernst & Young LLP September 2004 - February 2006
McGraw Hill Financial (Standard and Poor's Ratings) July 2002 - July 2004
Morgan Stanley June 2001 - August 2001
Merrill Lynch July 1998 - July 2000
Skills
Insightful advice to..., Financial Modeling, Due Diligence, Purposeful relationship..., Mergers & Acquisitions, Business Valuation, Financial Analysis, Equities, Private Equity, IPO, Economics, Business Development, Corporate Finance, Finance, Financial Services, Strategic Thinking, Strategy, Derivatives, Fixed Income, Litigation Support, Restructuring, Venture Capital, Banking, Investment Banking, Accounting, Leadership, Strategic Financial..., Business Due Diligence, Financial Modelling, Portfolio Company..., Valuation of Other..., Understanding of..., Establishing and..., Understanding of..., Market knowledge:..., Valuation
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
Baruch College, City University of New York (CUNY) 1996 — 1998
MS, Accountancy
Capital Normal University 1992 — 1994
Bachelor's Degree, English
UWC Adriatic College (UWCAD) 1990 — 1992
I.B.
Beijing No. 4 High School 1984 — 1990
High School Diploma
Nathan Novak's Willamette Management Associates Experience June 2012 - Present
Job Associate at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates June 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Finance, Valuation, Microsoft Office, Equities, Accounting, PowerPoint, Leadership, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
Willamette Management Associates June 2012 - Present
Merrill Lynch June 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Investments, Finance, Valuation, Microsoft Office, Equities, Accounting, PowerPoint, Leadership, Microsoft Word
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science, Finance
Corrie Oliva, CFA Corrie Oliva, CFA's Willamette Management Associates Experience October 2003 - June 2004
Job Vice President of Advisory Services at Heintzberger | Payne Advisors
Industry Investment Management
Experience
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Heintzberger Payne Advisors April 2014 - Present
RVK, Inc. February 2006 - April 2014
D.A. Davidson & Co. June 2004 - December 2005
Willamette Management Associates October 2003 - June 2004
Pacific Crest Securities September 1999 - November 2001
Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity
Education
Portland State University 2002 — 2003
Master of Science Financial Analysis
University of San Diego
Bachelor in Business Administration, Finance and Real Estate
Harrison Kaufman's Willamette Management Associates Experience August 2010 - February 2011
Job Manager, M&A and Corporate Finance at Turner Broadcasting System
Industry Broadcast Media
Experience
Turner Broadcasting System March 2015 - Present
Turner Broadcasting April 2013 - March 2015
Fifth Third Securities March 2011 - April 2013
Willamette Management Associates August 2010 - February 2011
CNN July 2008 - December 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Business Valuation, Analysis, PowerPoint, Economics
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
BA, Political Science
Pace Academy 1993 — 2006
Turner Broadcasting System March 2015 - Present
Turner Broadcasting April 2013 - March 2015
Fifth Third Securities March 2011 - April 2013
Willamette Management Associates August 2010 - February 2011
CNN July 2008 - December 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital IQ, Capital Markets, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Business Valuation, Analysis, PowerPoint, Economics
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Southern Methodist University 2006 — 2010
BA, Political Science
Pace Academy 1993 — 2006
Stephen Scott Cobb, CFA Stephen Scott Cobb, CFA's Willamette Management Associates Experience November 2006 - October 2009
Job Chief Financial Officer at The River School
Industry Investment Banking
Experience
Matheson Financial Advisors, Inc. April 2011 - November 2012
Taylor Companies November 2009 - April 2011
Willamette Management Associates November 2006 - October 2009
Ellin & Tucker, Chartered September 2003 - November 2006
Haverford Capital Advisors 1997 - 2002
Rhone-Poulenc Rorer 1994 - 1997
Skills
Business Valuation, Investment Banking, Financial Advisory, Financial Analysis, Valuation, M&A experience, Due Diligence, Financial Modeling, Fairness Opinions, Purchase Price..., Corporate Development, Equity Research, Equities, Mergers & Acquisitions, Capital Markets, Mergers, Corporate Finance, Private Equity, Financial Services, Strategy, Portfolio Management, Investments, Alternative Investments, Venture Capital, ESOP, Restructuring, LBO, CFA, MBA, DCF Valuation, PowerPoint, Microsoft Excel, Finance, Strategic Financial..., DCF, Executive Management, Private Placements, Hedge Funds, Chartered Financial..., Emerging Markets, Divestitures, Structured Finance, Exit Strategies, Acquisitions, Analysis, Management, Strategic Planning, Leadership
Education
Yale University - Yale School of Management 1991 — 1993
Master of Business Administration (MBA), Finance Strategy
Drexel University - LeBow College of Business 1983 — 1988
BS, Finance
City University London 1986 — 1987
Matheson Financial Advisors, Inc. April 2011 - November 2012
Taylor Companies November 2009 - April 2011
Willamette Management Associates November 2006 - October 2009
Ellin & Tucker, Chartered September 2003 - November 2006
Haverford Capital Advisors 1997 - 2002
Rhone-Poulenc Rorer 1994 - 1997
Skills
Business Valuation, Investment Banking, Financial Advisory, Financial Analysis, Valuation, M&A experience, Due Diligence, Financial Modeling, Fairness Opinions, Purchase Price..., Corporate Development, Equity Research, Equities, Mergers & Acquisitions, Capital Markets, Mergers, Corporate Finance, Private Equity, Financial Services, Strategy, Portfolio Management, Investments, Alternative Investments, Venture Capital, ESOP, Restructuring, LBO, CFA, MBA, DCF Valuation, PowerPoint, Microsoft Excel, Finance, Strategic Financial..., DCF, Executive Management, Private Placements, Hedge Funds, Chartered Financial..., Emerging Markets, Divestitures, Structured Finance, Exit Strategies, Acquisitions, Analysis, Management, Strategic Planning, Leadership
Education
Yale University - Yale School of Management 1991 — 1993
Master of Business Administration (MBA), Finance Strategy
Drexel University - LeBow College of Business 1983 — 1988
BS, Finance
City University London 1986 — 1987
David Clarke, ASA David Clarke, ASA's Willamette Management Associates Experience 1989 - 1990
Job Business Valuation and Damages Expert
Industry Management Consulting
Experience
The Griffing Group, Inc. 1990 - Present
Willamette Management Associates 1989 - 1990
Price Waterhouse Valuation Services Group 1985 - 1989
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Litigation Support, Commercial Litigation, Economics, Litigation, Business Valuation, Intellectual Property, Mergers, Financial Modeling, Restructuring, Expert Witness, Finance, Due Diligence, Business Planning
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
University of Washington 1975 — 1976
BA, Economics
The Asheville School 1970 — 1972
The Griffing Group, Inc. 1990 - Present
Willamette Management Associates 1989 - 1990
Price Waterhouse Valuation Services Group 1985 - 1989
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Litigation Support, Commercial Litigation, Economics, Litigation, Business Valuation, Intellectual Property, Mergers, Financial Modeling, Restructuring, Expert Witness, Finance, Due Diligence, Business Planning
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
University of Washington 1975 — 1976
BA, Economics
The Asheville School 1970 — 1972
Joseph Landen, CPA, CFA Joseph Landen, CPA, CFA's Willamette Management Associates Experience October 2000 - December 2004
Job Senior Investment Analyst at Lapis Advisers, LP
Industry Investment Management
Experience
Lapis Advisers, LP May 2013 - Present
FTI Consulting March 2009 - May 2013
Madison Capital Management February 2005 - September 2008
Willamette Management Associates October 2000 - December 2004
Education
University of Virginia 1998 — 1999
Masters of Science in Accounting, Financial Management Concentration
Roanoke College 1994 — 1998
Shawnee
Lapis Advisers, LP May 2013 - Present
FTI Consulting March 2009 - May 2013
Madison Capital Management February 2005 - September 2008
Willamette Management Associates October 2000 - December 2004
Education
University of Virginia 1998 — 1999
Masters of Science in Accounting, Financial Management Concentration
Roanoke College 1994 — 1998
Shawnee
Benjamin Olds's Willamette Management Associates Experience 2002 - 2004
Job Organizational Development / Human Resources at Merrimack Pharmaceuticals
Industry Management Consulting
Experience
Merrimack Pharmaceuticals April 2013 - Present
Olds Coaching August 2011 - May 2013
The Monitor Group July 2010 - April 2013
Bain & Company September 2008 - September 2010
Bain & Company August 2006 - August 2008
Willamette Management Associates 2002 - 2004
ZweigWhite & Associates 2001 - 2002
Arthur Andersen (Office of Federal Tax Services) 1999 - 2001
Skills
Organizational..., Executive Coaching, Leadership Development, Employee Engagement, Life Coaching, Management Consulting, Organizational Design, Business Strategy, Strategy, Mergers, Strategic Consulting, Performance Improvement
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Organizational Behavior
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Economics/Mathematics
Merrimack Pharmaceuticals April 2013 - Present
Olds Coaching August 2011 - May 2013
The Monitor Group July 2010 - April 2013
Bain & Company September 2008 - September 2010
Bain & Company August 2006 - August 2008
Willamette Management Associates 2002 - 2004
ZweigWhite & Associates 2001 - 2002
Arthur Andersen (Office of Federal Tax Services) 1999 - 2001
Skills
Organizational..., Executive Coaching, Leadership Development, Employee Engagement, Life Coaching, Management Consulting, Organizational Design, Business Strategy, Strategy, Mergers, Strategic Consulting, Performance Improvement
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Strategy, Organizational Behavior
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts, Economics/Mathematics
Robert Socol's Willamette Management Associates Experience 1992 - 2004
Job Managing Director at SRR
Industry Financial Services
Experience
SRR Managing DirectorStout Risius Ross2005 - Present
Willamette Management Associates 1992 - 2004
Houlihan Lokey 1981 - 1992
Skills
ESOP, Valuation, Business Valuation, Equities, Mergers, Mergers & Acquisitions, Fairness Opinions, LBO, Strategic Planning, Corporate Finance, Securities, Finance, Restructuring, ERISA, Recapitalizations, Asset Allocation, Financial Advisory, Financial Services, Employee Benefits, Purchase Price..., Due Diligence, Private Equity, Venture Capital, Private Placements, M&A experience, Investment Banking
Education
The University of Chicago Booth School of Business 1976 — 1977
SRR Managing DirectorStout Risius Ross2005 - Present
Willamette Management Associates 1992 - 2004
Houlihan Lokey 1981 - 1992
Skills
ESOP, Valuation, Business Valuation, Equities, Mergers, Mergers & Acquisitions, Fairness Opinions, LBO, Strategic Planning, Corporate Finance, Securities, Finance, Restructuring, ERISA, Recapitalizations, Asset Allocation, Financial Advisory, Financial Services, Employee Benefits, Purchase Price..., Due Diligence, Private Equity, Venture Capital, Private Placements, M&A experience, Investment Banking
Education
The University of Chicago Booth School of Business 1976 — 1977
Steve Garber's Willamette Management Associates Experience 1990 - 2002
Job Senior Business Valuation Professional Affiliated With Finance Scholars Group
Industry Investment Banking
Experience
Finance Scholars Group (FSG) June 2013 - Present
2131 Valuation Advisors June 2013 - Present
FTI Consulting March 2004 - June 2013
Houlihan Lokey 2002 - 2004
Willamette Management Associates 1990 - 2002
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA (MBA), Finance
The Johns Hopkins University 1977 — 1981
BES, Bioengineering
Finance Scholars Group (FSG) June 2013 - Present
2131 Valuation Advisors June 2013 - Present
FTI Consulting March 2004 - June 2013
Houlihan Lokey 2002 - 2004
Willamette Management Associates 1990 - 2002
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA (MBA), Finance
The Johns Hopkins University 1977 — 1981
BES, Bioengineering
Lynn Joyce's Willamette Management Associates Experience September 2005 - July 2008
Job Manager, Business Valuation at McGladrey LLP
Industry Financial Services
Experience
McGladrey LLP July 2010 - Present
Caturano and Company October 2009 - July 2010
Caturano and Company August 2008 - September 2009
Willamette Management Associates September 2005 - July 2008
International Trade Administration June 2004 - June 2005
Education
The George Washington University - School of Business 2003 — 2005
MBA, International Business
Boston College 1997 — 2001
BA, Economics
McGladrey LLP July 2010 - Present
Caturano and Company October 2009 - July 2010
Caturano and Company August 2008 - September 2009
Willamette Management Associates September 2005 - July 2008
International Trade Administration June 2004 - June 2005
Education
The George Washington University - School of Business 2003 — 2005
MBA, International Business
Boston College 1997 — 2001
BA, Economics
Mayke Prezkop's Willamette Management Associates Experience October 2006 - February 2009
Job Office Manager at Citrin Cooperman
Industry Financial Services
Experience
Citrin Cooperman November 2012 - Present
Citrin Cooperman & Company, LLP March 2009 - November 2012
Willamette Management Associates October 2006 - February 2009
Anthem Worldwide - New York August 2005 - October 2006
Karen's On Astor May 2004 - April 2005
Skills
Invoicing, Management
Education
New York University 1998 — 2004
BA, Anthropology
Pioneer High School, Ann Arbor, MI 1994 — 1998
Citrin Cooperman November 2012 - Present
Citrin Cooperman & Company, LLP March 2009 - November 2012
Willamette Management Associates October 2006 - February 2009
Anthem Worldwide - New York August 2005 - October 2006
Karen's On Astor May 2004 - April 2005
Skills
Invoicing, Management
Education
New York University 1998 — 2004
BA, Anthropology
Pioneer High School, Ann Arbor, MI 1994 — 1998
Erskine Love's Willamette Management Associates Experience July 2010 - August 2010
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
KKR July 2013 - July 2015
McColl Partners June 2011 - June 2013
Willamette Management Associates July 2010 - August 2010
Printpack, Inc June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Logistics, Financial Modeling, Valuation, Economics, Project Teams, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Due Diligence, Finance
Education
Duke University 2007 — 2011
Bachelor of Science in Engineering, Mechanical Engineering and Materials Science
Duke University - Pratt School of Engineering 2007 — 2011
Bachelor of Science, Mechanical Engineering and Materials Science
Stanford GSB Summer Institute for General Management 2010 — 2010
The Westminster Schools 1994 — 2007
HS Diploma
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance, General Management
KKR July 2013 - July 2015
McColl Partners June 2011 - June 2013
Willamette Management Associates July 2010 - August 2010
Printpack, Inc June 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, Logistics, Financial Modeling, Valuation, Economics, Project Teams, Investment Banking, Corporate Finance, Private Equity, Data Analysis, Due Diligence, Finance
Education
Duke University 2007 — 2011
Bachelor of Science in Engineering, Mechanical Engineering and Materials Science
Duke University - Pratt School of Engineering 2007 — 2011
Bachelor of Science, Mechanical Engineering and Materials Science
Stanford GSB Summer Institute for General Management 2010 — 2010
The Westminster Schools 1994 — 2007
HS Diploma
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance, General Management
Gregg Gaffen's Willamette Management Associates Experience March 1998 - June 2005
Job President of R&H Valuation Services, LLC
Industry Financial Services
Experience
R&H Valuation Services, LLC April 2008 - Present
Hilco Enterprise Valuation Services, LLC July 2005 - April 2008
Willamette Management Associates March 1998 - June 2005
Skills
Financial Transactions, Business Valuation, Due Diligence, Private Equity, Fair Value, Intellectual Property..., Corporate Finance, M&A experience, Equities, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Finance, Financial Reporting, Valuation, Strategic Planning, Management, Investments
Education
The University of Chicago 1993 — 1996
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., Economics
R&H Valuation Services, LLC April 2008 - Present
Hilco Enterprise Valuation Services, LLC July 2005 - April 2008
Willamette Management Associates March 1998 - June 2005
Skills
Financial Transactions, Business Valuation, Due Diligence, Private Equity, Fair Value, Intellectual Property..., Corporate Finance, M&A experience, Equities, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Finance, Financial Reporting, Valuation, Strategic Planning, Management, Investments
Education
The University of Chicago 1993 — 1996
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign 1985 — 1989
B.A., Economics
Lee Hudgens's Willamette Management Associates Experience June 1986 - August 1988
Job Performance Improvement and Workforce Mgmt Specialist
Industry Retail
Experience
Greensteel Studios, Inc. January 2000 - Present
Greensteel Studios, Inc. January 2000 - Present
Arthur Andersen Business Consulting September 1988 - February 1999
Willamette Management Associates June 1986 - August 1988
Skills
Project Management, Process Engineering, Financial Analysis, Software Integrations, Workforce Planning, Retail Operations
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance & Accounting
University of Oregon 1971 — 1974
Bachelor of Science (BS), Journalism
Greensteel Studios, Inc. January 2000 - Present
Greensteel Studios, Inc. January 2000 - Present
Arthur Andersen Business Consulting September 1988 - February 1999
Willamette Management Associates June 1986 - August 1988
Skills
Project Management, Process Engineering, Financial Analysis, Software Integrations, Workforce Planning, Retail Operations
Education
Cornell University - S.C. Johnson Graduate School of Management 1984 — 1986
Master of Business Administration (MBA), Finance & Accounting
University of Oregon 1971 — 1974
Bachelor of Science (BS), Journalism
Judesther Marc's Willamette Management Associates Experience February 2008 - June 2009
Job Senior Business Consultant at Big Squid Interactive
Industry Management Consulting
Experience
Big Squid Interactive May 2015 - Present
Dominion Enterprises January 2014 - May 2015
Chartway Federal Credit Union February 2012 - December 2013
BB&T July 2009 - January 2012
Willamette Management Associates February 2008 - June 2009
Atlanta Alterations - Saint F Marc Le Couturier May 2006 - January 2009
Hantz Financial August 2007 - December 2007
Skills
Financial Analysis, Risk Management, Commercial Lending, Valuation, Financial Modeling, Strategic Financial..., Finance, Credit, Loans, Analysis, Investments, Mergers & Acquisitions, Strategy, Forecasting, Banking, Financial Reporting, Portfolio Management, Budgets, Cash Management, Process Improvement, Financial Services, Corporate Finance, Financial Risk, Credit Analysis, Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
BBA, Finance and Managerial Sciences
Investment Banking Institute 2007 — 2007
Certificate, Comprehensive Financial Modeling and Valuation Analysis
Boston Latin School 2000 — 2004
High School - College Prep
BB&T University
Leadership Development Program - Business Track
Big Squid Interactive May 2015 - Present
Dominion Enterprises January 2014 - May 2015
Chartway Federal Credit Union February 2012 - December 2013
BB&T July 2009 - January 2012
Willamette Management Associates February 2008 - June 2009
Atlanta Alterations - Saint F Marc Le Couturier May 2006 - January 2009
Hantz Financial August 2007 - December 2007
Skills
Financial Analysis, Risk Management, Commercial Lending, Valuation, Financial Modeling, Strategic Financial..., Finance, Credit, Loans, Analysis, Investments, Mergers & Acquisitions, Strategy, Forecasting, Banking, Financial Reporting, Portfolio Management, Budgets, Cash Management, Process Improvement, Financial Services, Corporate Finance, Financial Risk, Credit Analysis, Management, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business 2004 — 2009
BBA, Finance and Managerial Sciences
Investment Banking Institute 2007 — 2007
Certificate, Comprehensive Financial Modeling and Valuation Analysis
Boston Latin School 2000 — 2004
High School - College Prep
BB&T University
Leadership Development Program - Business Track
Bobbie Jenkins, CPA/ABV, ASA, CFF's Willamette Management Associates Experience 1998 - 2010
Job Chief Financial Officer at Cedar Sinai Park
Industry Hospital & Health Care
Experience
Cedar Sinai Park 2014 - Present
OHSU 2012 - 2014
OHSU 2011 - 2014
OHSU 2010 - 2011
Willamette Management Associates 1998 - 2010
Norris, Beggs & Simpson 1997 - 1998
Deloitte Touche Tohmatsu International 1994 - 1997
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Valuation, Due Diligence, Strategic Financial..., Finance, Strategic Planning, Mergers & Acquisitions, Business Valuation, Process Improvement, Analysis, Risk Management, Investments
Education
California Baptist University 1991 — 1992
BS, Accounting
Southern Oregon University 1988 — 1991
Accounting, Finance, and Business Management
Cedar Sinai Park 2014 - Present
OHSU 2012 - 2014
OHSU 2011 - 2014
OHSU 2010 - 2011
Willamette Management Associates 1998 - 2010
Norris, Beggs & Simpson 1997 - 1998
Deloitte Touche Tohmatsu International 1994 - 1997
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Corporate Finance, Valuation, Due Diligence, Strategic Financial..., Finance, Strategic Planning, Mergers & Acquisitions, Business Valuation, Process Improvement, Analysis, Risk Management, Investments
Education
California Baptist University 1991 — 1992
BS, Accounting
Southern Oregon University 1988 — 1991
Accounting, Finance, and Business Management
Richa Prakash's Willamette Management Associates Experience October 2007 - October 2008
Job Senior Consultant, Economist at Cherry Bekaert LLP
Industry Financial Services
Experience
Cherry Bekaert LLP May 2015 - Present
Peters Advisors LLC August 2014 - May 2015
Cherry Bekaert LLP October 2012 - July 2014
Experis Finance/Jefferson Wells November 2008 - October 2012
Willamette Management Associates October 2007 - October 2008
Chicago Partners August 2006 - August 2007
LECG March 2005 - August 2006
Skills
Economics, Transfer Pricing, Valuation, Business Valuation, Financial Analysis, Corporate Finance, Auditing, Analysis, Financial Modeling, Due Diligence, Tax, Forecasting, Private Equity, Consulting, Accounting, Financial Reporting, Internal Controls, Mergers & Acquisitions, Restructuring, Managerial Finance, Internal Audit, Management Consulting, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act
Education
New York University 2000 — 2004
Bachelor's degree, Economics, Spanish
Cherry Bekaert LLP May 2015 - Present
Peters Advisors LLC August 2014 - May 2015
Cherry Bekaert LLP October 2012 - July 2014
Experis Finance/Jefferson Wells November 2008 - October 2012
Willamette Management Associates October 2007 - October 2008
Chicago Partners August 2006 - August 2007
LECG March 2005 - August 2006
Skills
Economics, Transfer Pricing, Valuation, Business Valuation, Financial Analysis, Corporate Finance, Auditing, Analysis, Financial Modeling, Due Diligence, Tax, Forecasting, Private Equity, Consulting, Accounting, Financial Reporting, Internal Controls, Mergers & Acquisitions, Restructuring, Managerial Finance, Internal Audit, Management Consulting, Strategic Financial..., Financial Accounting, Sarbanes-Oxley Act
Education
New York University 2000 — 2004
Bachelor's degree, Economics, Spanish
Timothy Meinhart's Willamette Management Associates Experience June 1999 - Present
Job Managing Director at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates June 1999 - Present
American National Bank & Trust Company of Chicago 1990 - 1999
Skills
Business Valuation, Intangible Assets, Financial Modeling, Due Diligence, Intellectual Property..., Corporate Finance, Fairness Opinions, Expert Witness, Financial Analysis, Valuation, Finance, Investments, Financial Reporting, Private Equity, Purchase Price..., Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Northern Illinois University 1986 — 1990
MS, Finance
Willamette Management Associates June 1999 - Present
American National Bank & Trust Company of Chicago 1990 - 1999
Skills
Business Valuation, Intangible Assets, Financial Modeling, Due Diligence, Intellectual Property..., Corporate Finance, Fairness Opinions, Expert Witness, Financial Analysis, Valuation, Finance, Investments, Financial Reporting, Private Equity, Purchase Price..., Mergers & Acquisitions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
Northern Illinois University 1986 — 1990
MS, Finance
Philip Mastil, CFA's Willamette Management Associates Experience September 2005 - March 2007
Job Senior Vice President
Industry Financial Services
Experience
Valuation Research Corp. March 2007 - Present
Willamette Management Associates September 2005 - March 2007
Empire Valuation Consultants July 2004 - September 2005
Bank of Tokyo-Mitsubishi March 2000 - August 2002
J.P. Morgan January 1998 - January 2000
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Financial Reporting, Bloomberg, Forecasting, Excel, Accounting, Capital IQ, Equities, Investments
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance and Corporate Accounting
Penn State University 1993 — 1997
BS, Finance
Delran High School
Valuation Research Corp. March 2007 - Present
Willamette Management Associates September 2005 - March 2007
Empire Valuation Consultants July 2004 - September 2005
Bank of Tokyo-Mitsubishi March 2000 - August 2002
J.P. Morgan January 1998 - January 2000
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Financial Reporting, Bloomberg, Forecasting, Excel, Accounting, Capital IQ, Equities, Investments
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance and Corporate Accounting
Penn State University 1993 — 1997
BS, Finance
Delran High School
Cory Chiovari's Willamette Management Associates Experience July 2007 - January 2012
Job Manager, Transaction Advisory Services at FGMK, LLC
Industry Hospital & Health Care
Experience
FGMK, LLC October 2014 - Present
Kaufman Hall January 2012 - August 2013
Willamette Management Associates July 2007 - January 2012
Abbott Laboratories May 2006 - July 2007
Northrop Grumman May 2003 - May 2006
Skills
Valuation, Mergers, Acquistions, Forecasting, Mergers & Acquisitions, Economics, Finance, Business Valuation, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Masters in Finance, Finance
University of Arizona 1997 — 2001
B.A., Finance and Entrepreneurship
FGMK, LLC October 2014 - Present
Kaufman Hall January 2012 - August 2013
Willamette Management Associates July 2007 - January 2012
Abbott Laboratories May 2006 - July 2007
Northrop Grumman May 2003 - May 2006
Skills
Valuation, Mergers, Acquistions, Forecasting, Mergers & Acquisitions, Economics, Finance, Business Valuation, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
Masters in Finance, Finance
University of Arizona 1997 — 2001
B.A., Finance and Entrepreneurship
Alexis (Dawicki) LePage's Willamette Management Associates Experience November 2005 - March 2009
Job CFO at MacGuffin Films & Assembly Films
Industry Accounting
Experience
MacGuffin Films May 2011 - Present
Citrin Cooperman & Company, LLP April 2009 - May 2011
Willamette Management Associates November 2005 - March 2009
KPMG 2002 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Forecasting, Budgets, Business Valuation, Microsoft Excel, Corporate Finance, Valuation
Education
Babson College 1998 — 2002
Paramus Catholic High School 1994 — 1998
MacGuffin Films May 2011 - Present
Citrin Cooperman & Company, LLP April 2009 - May 2011
Willamette Management Associates November 2005 - March 2009
KPMG 2002 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Due Diligence, Strategic Financial..., Mergers & Acquisitions, Finance, Accounting, Forecasting, Budgets, Business Valuation, Microsoft Excel, Corporate Finance, Valuation
Education
Babson College 1998 — 2002
Paramus Catholic High School 1994 — 1998
Mark F. Abbey's Willamette Management Associates Experience April 2013 - Present
Job Recruiting specialist helping business valuation professionals get to the next level
Industry Financial Services
Experience
Willamette Management Associates April 2013 - Present
I/O Solutions, Inc. April 2008 - April 2013
Vision Point of Sale, Inc. November 2006 - October 2007
Ultra Stores, Inc. May 1998 - November 2006
Sears July 1997 - April 1998
Montgomery Ward May 1992 - July 1997
Montgomery Ward April 1984 - May 1992
General Binding Corporation January 1981 - April 1984
Skills
Strategic Financial..., Team Building, Management, Financial Analysis, Accounting, Strategic Planning, Financial Modeling, Inventory Management, Retail, Budgets, General Ledger, Analysis, Forecasting, Team Leadership, Finance, Financial Reporting, Microsoft Excel, Accounts Payable, Time Management, Leadership, Income Statement, Customer Service, P&L Management, Project Planning, Financial Planning, P&L
Education
Miami University 1976 — 1980
BS
Willamette Management Associates April 2013 - Present
I/O Solutions, Inc. April 2008 - April 2013
Vision Point of Sale, Inc. November 2006 - October 2007
Ultra Stores, Inc. May 1998 - November 2006
Sears July 1997 - April 1998
Montgomery Ward May 1992 - July 1997
Montgomery Ward April 1984 - May 1992
General Binding Corporation January 1981 - April 1984
Skills
Strategic Financial..., Team Building, Management, Financial Analysis, Accounting, Strategic Planning, Financial Modeling, Inventory Management, Retail, Budgets, General Ledger, Analysis, Forecasting, Team Leadership, Finance, Financial Reporting, Microsoft Excel, Accounts Payable, Time Management, Leadership, Income Statement, Customer Service, P&L Management, Project Planning, Financial Planning, P&L
Education
Miami University 1976 — 1980
BS
Kathryn Katie Daly's Willamette Management Associates Experience 1988 - 1995
Job Managing Director, Chartwell Capital Solutions
Industry Financial Services
Experience
Chartwell Capital Solutions January 2012 - Present
DKS Associates October 2013 - Present
The ESOP Association May 2012 - May 2014
Columbia Financial Advisors 1995 - December 2011
The ESOP Association May 2009 - May 2011
Willamette Management Associates 1988 - 1995
Skills
ESOP, Corporate Finance, Mergers, Business Valuation, Valuation, Mergers & Acquisitions, Securities, Private Placements, Corporate Governance, Tax, Equities, Venture Capital, Due Diligence, M&A experience, Executive Pay, Restructuring, Fairness Opinions, Financial Advisory, Finance, Private Equity, LBO, ERISA, Analysis
Education
The George Washington University - School of Business 1985 — 1988
bbad
Chartwell Capital Solutions January 2012 - Present
DKS Associates October 2013 - Present
The ESOP Association May 2012 - May 2014
Columbia Financial Advisors 1995 - December 2011
The ESOP Association May 2009 - May 2011
Willamette Management Associates 1988 - 1995
Skills
ESOP, Corporate Finance, Mergers, Business Valuation, Valuation, Mergers & Acquisitions, Securities, Private Placements, Corporate Governance, Tax, Equities, Venture Capital, Due Diligence, M&A experience, Executive Pay, Restructuring, Fairness Opinions, Financial Advisory, Finance, Private Equity, LBO, ERISA, Analysis
Education
The George Washington University - School of Business 1985 — 1988
bbad
Eric Hamm's Willamette Management Associates Experience June 2006 - January 2009
Job at New York Power Authority
Industry Facilities Services
Experience
New York Power Authority October 2010 - Present
Citrin Cooperman & Company, LLP March 2009 - September 2009
Willamette Management Associates June 2006 - January 2009
Prudential Financial 2002 - 2003
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, MBA
Cornell University 1998 — 2002
BS, Applied Economics and Management
New York Power Authority October 2010 - Present
Citrin Cooperman & Company, LLP March 2009 - September 2009
Willamette Management Associates June 2006 - January 2009
Prudential Financial 2002 - 2003
Education
Arizona State University - W. P. Carey School of Business 2009 — 2010
Masters, MBA
Cornell University 1998 — 2002
BS, Applied Economics and Management
Deepen Kothari's Willamette Management Associates Experience May 2007 - August 2007
Job Attorney
Industry Law Practice
Experience
Nishith Desai Associates May 2008 - August 2008
Franklin Pierce Law Center January 2008 - May 2008
Willamette Management Associates May 2007 - August 2007
Washington State University August 2004 - July 2006
Kaplan Test Prep and Admissions May 2001 - July 2006
Skills
Patents
Education
UNH School of Law 2006 — 2009
Washington State University 2004 — 2006
M.S., Chemistry
Bowling Green State University 2000 — 2004
B.S., Finance and Biochemistry
Nishith Desai Associates May 2008 - August 2008
Franklin Pierce Law Center January 2008 - May 2008
Willamette Management Associates May 2007 - August 2007
Washington State University August 2004 - July 2006
Kaplan Test Prep and Admissions May 2001 - July 2006
Skills
Patents
Education
UNH School of Law 2006 — 2009
Washington State University 2004 — 2006
M.S., Chemistry
Bowling Green State University 2000 — 2004
B.S., Finance and Biochemistry
Meghana Saputo's Willamette Management Associates Experience June 2007 - December 2010
Job Senior Consultant, Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton November 2014 - Present
CGI January 2011 - October 2014
Willamette Management Associates June 2007 - December 2010
Skills
Leadership, Management, Microsoft Excel, Program Management, Project Management, Business Process..., Business Process Design, Business Process..., Quality Management, ISO 9000, Data Analysis, SDLC, Research, Microsoft Office, Process Improvement, Requirements Analysis, Business Analysis, Customer Service, Analysis, Visio
Education
University of Maryland University College 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
George Mason University 2003 — 2007
Bachelor of Science (B.S.), Psychology
Booz Allen Hamilton November 2014 - Present
CGI January 2011 - October 2014
Willamette Management Associates June 2007 - December 2010
Skills
Leadership, Management, Microsoft Excel, Program Management, Project Management, Business Process..., Business Process Design, Business Process..., Quality Management, ISO 9000, Data Analysis, SDLC, Research, Microsoft Office, Process Improvement, Requirements Analysis, Business Analysis, Customer Service, Analysis, Visio
Education
University of Maryland University College 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Maryland University College 2010 — 2012
Master's degree, Human Resources Management/Personnel Administration, General
George Mason University 2003 — 2007
Bachelor of Science (B.S.), Psychology
Peter Ketchum's Willamette Management Associates Experience 2004 - 2006
Job at
Industry Management Consulting
Experience
Ketchum Valuation Consulting January 2007 - Present
Willamette Management Associates 2004 - 2006
American Appraisal Associates 1987 - 2004
Skills
Valuation, Business Valuation, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Economics, Investments, Finance, Analysis, Equities
Education
Arizona State University 1979 — 1982
BS, Economics
Ketchum Valuation Consulting January 2007 - Present
Willamette Management Associates 2004 - 2006
American Appraisal Associates 1987 - 2004
Skills
Valuation, Business Valuation, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Economics, Investments, Finance, Analysis, Equities
Education
Arizona State University 1979 — 1982
BS, Economics
Vicky Platt's Willamette Management Associates Experience July 1997 - Present
Job Director of Research at Willamette Management Associates
Industry Financial Services
Experience
Willamette Management Associates July 1997 - Present
Kirkland & Ellis LLP June 1992 - July 1997
Michigan State University Main Library August 1987 - June 1992
Skills
Valuation, Financial Modeling, Entrepreneurship
Education
Michigan State University 1987 — 1992
BA, Social Science
Willamette Management Associates July 1997 - Present
Kirkland & Ellis LLP June 1992 - July 1997
Michigan State University Main Library August 1987 - June 1992
Skills
Valuation, Financial Modeling, Entrepreneurship
Education
Michigan State University 1987 — 1992
BA, Social Science
Kathryn Aschwald, CFA, ASA's Willamette Management Associates Experience September 1986 - September 1992
Job Principal and Founding Shareholder, Columbia Financial Advisors, Inc.
Industry Financial Services
Experience
Columbia Financial Advisors, Inc. September 1992 - Present
Willamette Management Associates September 1986 - September 1992
Skills
Business Valuation, ESOP, Valuation, Fairness Opinions, Equities, Financial Advisory, Corporate Finance, Mergers, Financial Modeling, Mergers & Acquisitions, ERISA, Private Equity, Litigation Support, Finance, Securities, Due Diligence, Fiduciary, Corporate Governance
Education
Portland State University 1982 — 1984
B.S., Finance Law
American Society of Appraisers, Business Valuation
ASA
Chartered Financial Analyst
CFA
Columbia Financial Advisors, Inc. September 1992 - Present
Willamette Management Associates September 1986 - September 1992
Skills
Business Valuation, ESOP, Valuation, Fairness Opinions, Equities, Financial Advisory, Corporate Finance, Mergers, Financial Modeling, Mergers & Acquisitions, ERISA, Private Equity, Litigation Support, Finance, Securities, Due Diligence, Fiduciary, Corporate Governance
Education
Portland State University 1982 — 1984
B.S., Finance Law
American Society of Appraisers, Business Valuation
ASA
Chartered Financial Analyst
CFA
Lyle Chastaine's Willamette Management Associates Experience March 2004 - July 2007
Job Senior Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 2013 - Present
Houlihan Lokey April 2009 - April 2013
Houlihan Lokey July 2007 - April 2009
Willamette Management Associates March 2004 - July 2007
Willamette Management Associates September 2000 - March 2004
Skills
Business Valuation, Valuation, Debt, Investment Banking, Fairness Opinions, Financial Modeling, ESOP, Intellectual Property..., Corporate Finance, Equities, Due Diligence, Intangible Assets, Mergers, Financial Analysis, Investments
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
Cornell University 1996 — 2000
BS, Applied Economics and Business Management
Stamford Central
Houlihan Lokey May 2013 - Present
Houlihan Lokey April 2009 - April 2013
Houlihan Lokey July 2007 - April 2009
Willamette Management Associates March 2004 - July 2007
Willamette Management Associates September 2000 - March 2004
Skills
Business Valuation, Valuation, Debt, Investment Banking, Fairness Opinions, Financial Modeling, ESOP, Intellectual Property..., Corporate Finance, Equities, Due Diligence, Intangible Assets, Mergers, Financial Analysis, Investments
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Finance
Cornell University 1996 — 2000
BS, Applied Economics and Business Management
Stamford Central
Kim Abello's Willamette Management Associates Experience June 1995 - February 2003
Job National ESOP Director, Wells Fargo ESOP Advisory
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Wells Fargo August 2014 - Present
JP Morgan Chase October 2009 - July 2014
Kick It 3v3 2008 - 2010
Duff & Phelps February 2003 - September 2009
Valuemetrics February 1989 - July 2005
Willamette Management Associates June 1995 - February 2003
Arthur Young June 1987 - February 1989
Wilkes Besterfield 1983 - 1985
Education
DePaul University 1986 — 1990
MST, Taxation
University of Illinois at Urbana-Champaign - College of Business 1979 — 1983
BS, Accounting
Carl Sandburg High School 1975 — 1979
Holy Cross Catholic School
Graduate
Kevin Carey, CFA's Willamette Management Associates Experience November 2009 - June 2015
Job MBA Candidate at Kellstadt Graduate School of Business, DePaul University
Industry Financial Services
Experience
R Best LLC / Pier and Associates, Ltd. August 2015 - Present
Willamette Management Associates November 2009 - June 2015
Burke America August 2009 - November 2009
IIB Bank June 2008 - August 2008
Edward Don & Company December 2006 - January 2008
Skills
Financial Analysis, Management, Microsoft Excel, Public Relations, Microsoft Office, Data Analysis, Analysis, Investments, Business Valuation, Financial Modeling, Economics, Start-ups
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, Investment Management
Northwestern University 2005 — 2009
BA, Economics, Political Science
R Best LLC / Pier and Associates, Ltd. August 2015 - Present
Willamette Management Associates November 2009 - June 2015
Burke America August 2009 - November 2009
IIB Bank June 2008 - August 2008
Edward Don & Company December 2006 - January 2008
Skills
Financial Analysis, Management, Microsoft Excel, Public Relations, Microsoft Office, Data Analysis, Analysis, Investments, Business Valuation, Financial Modeling, Economics, Start-ups
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, Investment Management
Northwestern University 2005 — 2009
BA, Economics, Political Science
C. Ryan Stewart's Willamette Management Associates Experience May 2007 - Present
Job Transaction Financial Advisory * Bankruptcy Financial Advisory * Business Valuation * ESOP Advisory
Industry Financial Services
Experience
Willamette Management Associates May 2007 - Present
SunTrust Robinson Humphrey July 2003 - May 2007
Education
Florida Agricultural and Mechanical University 1996 — 2002
MBA, Finance, Business Administration
Willamette Management Associates May 2007 - Present
SunTrust Robinson Humphrey July 2003 - May 2007
Education
Florida Agricultural and Mechanical University 1996 — 2002
MBA, Finance, Business Administration
Zach Oehlman's Willamette Management Associates Experience December 2012 - April 2013
Job Founder and President at No Limit Investing
Industry Research
Experience
No Limit Investing August 2011 - Present
Willamette Management Associates December 2012 - April 2013
The Business Development Company January 2011 - December 2012
Detail Business January 2010 - August 2011
Skills
Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Access, Spreadsheets, Customer Service, Financial Analysis, Business Development, Accounting, Strategic Planning, Valuation, Investments, Management
Education
Indiana University-Northwest 2004 — 2009
Bachelor of Science in Business, Finance, Business Administration
No Limit Investing August 2011 - Present
Willamette Management Associates December 2012 - April 2013
The Business Development Company January 2011 - December 2012
Detail Business January 2010 - August 2011
Skills
Finance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Data Analysis, Access, Spreadsheets, Customer Service, Financial Analysis, Business Development, Accounting, Strategic Planning, Valuation, Investments, Management
Education
Indiana University-Northwest 2004 — 2009
Bachelor of Science in Business, Finance, Business Administration
Tyler Eason's Willamette Management Associates Experience May 2013 - August 2013
Job Operations Management Analyst at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America June 2014 - Present
Georgia Institute of Technology May 2010 - May 2014
Willamette Management Associates May 2013 - August 2013
Courier Express May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Bank of America June 2014 - Present
Georgia Institute of Technology May 2010 - May 2014
Willamette Management Associates May 2013 - August 2013
Courier Express May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
Manoj Dandekar's Willamette Management Associates Experience January 1993 - October 2001
Job Senior Economist at Baker & McKenzie Consulting LLC
Industry Financial Services
Experience
Baker & McKenzie Consulting LLC April 2014 - Present
KPMG, India August 2012 - April 2014
KPMG US March 2007 - August 2012
FTI Consulting October 2001 - March 2007
Willamette Management Associates January 1993 - October 2001
Deloitte & Touche September 1987 - January 1993
Skills
Intellectual Property..., Intangible Assets, Business Valuation, Purchase Price..., Analysis, SEC filings, Corporate Finance, Transfer Pricing, Management, DCF, IPO, US GAAP, Valuation, Big 4, Financial Modeling, Equity Valuation, M&A experience, Accounting, Corporate Tax, Due Diligence
Education
Don Bosco High School
SSC, high school
Iowa State University
ME, Industrial Engineering
Iowa State University
PhD, Engineering Valuation
Ruia College
Sardar Patel College of Engineering
BE, Mechanical Engineering
Baker & McKenzie Consulting LLC April 2014 - Present
KPMG, India August 2012 - April 2014
KPMG US March 2007 - August 2012
FTI Consulting October 2001 - March 2007
Willamette Management Associates January 1993 - October 2001
Deloitte & Touche September 1987 - January 1993
Skills
Intellectual Property..., Intangible Assets, Business Valuation, Purchase Price..., Analysis, SEC filings, Corporate Finance, Transfer Pricing, Management, DCF, IPO, US GAAP, Valuation, Big 4, Financial Modeling, Equity Valuation, M&A experience, Accounting, Corporate Tax, Due Diligence
Education
Don Bosco High School
SSC, high school
Iowa State University
ME, Industrial Engineering
Iowa State University
PhD, Engineering Valuation
Ruia College
Sardar Patel College of Engineering
BE, Mechanical Engineering
Leigh Fry's Willamette Management Associates Experience June 1997 - April 2000
Job Wife & Mom at Fry Family
Industry Financial Services
Experience
Fry Family May 2001 - Present
Brighton Partners, LLC May 2002 - May 2013
EY April 2000 - March 2001
Willamette Management Associates June 1997 - April 2000
Hibernia Southcoast Capital October 1995 - May 1997
Crestar Bank - Consumer Finance Group August 1993 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Event Planning, Teaching
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.)
McGehee School
Fry Family May 2001 - Present
Brighton Partners, LLC May 2002 - May 2013
EY April 2000 - March 2001
Willamette Management Associates June 1997 - April 2000
Hibernia Southcoast Capital October 1995 - May 1997
Crestar Bank - Consumer Finance Group August 1993 - June 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Event Planning, Teaching
Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.)
McGehee School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY