XRoads Solutions Group
Industry: Company
DescriptionHeadquarters: Santa Ana, CA Founded: 1997 Subsidiary: Xsg Corporate Finance, LLC
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XRoads Solutions Group Employees
Employee
Years
Job
Industry
Sim Bachal, CFA Sim Bachal, CFA's XRoads Solutions Group Experience January 2012 - June 2012
Job Senior Associate at KPMG
Industry Capital Markets
Experience
NPV Advisors June 2013 - September 2014
Niagara Bottling, LLC October 2012 - May 2013
XRoads Solutions Group January 2012 - June 2012
Edgefort Capital June 2011 - September 2011
Wipro Technologies Limited March 2008 - August 2010
G.K.P. Infrastructure Limited April 2002 - March 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Finance, Market Research, Analysis, Corporate Finance, Data Analysis, Investments, Microsoft Excel, Analytical Abilities, Competitive Analysis, Business Analysis, Market Analysis, Project Management, Cross-functional Team..., Business Development, Bloomberg Terminal, Real Estate, Excel, PowerPoint, Backtesting, Commercial Real Estate..., Appraisals, Argus Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance and Real Estate
Punjab Technical University 2003 — 2007
Bachelor of Technology, Electronics and Communications Engineering
Sherwood College 1991 — 2000
NPV Advisors June 2013 - September 2014
Niagara Bottling, LLC October 2012 - May 2013
XRoads Solutions Group January 2012 - June 2012
Edgefort Capital June 2011 - September 2011
Wipro Technologies Limited March 2008 - August 2010
G.K.P. Infrastructure Limited April 2002 - March 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Finance, Market Research, Analysis, Corporate Finance, Data Analysis, Investments, Microsoft Excel, Analytical Abilities, Competitive Analysis, Business Analysis, Market Analysis, Project Management, Cross-functional Team..., Business Development, Bloomberg Terminal, Real Estate, Excel, PowerPoint, Backtesting, Commercial Real Estate..., Appraisals, Argus Modeling
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration, Finance and Real Estate
Punjab Technical University 2003 — 2007
Bachelor of Technology, Electronics and Communications Engineering
Sherwood College 1991 — 2000
John T. Young, Jr. John T. Young, Jr.'s XRoads Solutions Group Experience June 1999 - November 2008
Job Senior Managing Director at Conway MacKenzie, Inc.
Industry Financial Services
Experience
Conway MacKenzie, Inc. November 2008 - Present
XRoads Solutions Group June 1999 - November 2008
Hudson Advisors / Lone Star Funds 1998 - 1999
KPMG Peat Marwick 1997 - 1998
Skills
Restructuring, Strategy, Bankruptcy, Chapter 11, Finance, Debt Restructuring, Turn Around Management, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Executive Management, Financial Services, Acquisition Integration, Mergers, Cash Flow, Business Valuation, Due Diligence, Financial Modeling, CFF
Education
Baylor University - Hankamer School of Business 1996 — 1997
MBA
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
Conway MacKenzie, Inc. November 2008 - Present
XRoads Solutions Group June 1999 - November 2008
Hudson Advisors / Lone Star Funds 1998 - 1999
KPMG Peat Marwick 1997 - 1998
Skills
Restructuring, Strategy, Bankruptcy, Chapter 11, Finance, Debt Restructuring, Turn Around Management, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Valuation, Executive Management, Financial Services, Acquisition Integration, Mergers, Cash Flow, Business Valuation, Due Diligence, Financial Modeling, CFF
Education
Baylor University - Hankamer School of Business 1996 — 1997
MBA
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
John Tittle, CTP, CIRA, CDBV's XRoads Solutions Group Experience January 2004 - October 2005
Job Chief Executive Officer at Gasmart Usa
Industry Retail
Experience
Gasmart Usa April 2015 - Present
American Bankruptcy Institute April 2012 - Present
Tittle Advisory Group, Inc. February 2011 - Present
NHB Advisors, Inc. February 2008 - February 2011
Stout Risius Ross May 2007 - December 2007
LECG October 2005 - March 2007
XRoads Solutions Group January 2004 - October 2005
Deloitte November 2000 - December 2003
Cascade International Capital Corporation April 1998 - November 2000
PwC November 1996 - March 1998
Skills
Bankruptcy, Business Valuation, Restructuring, Due Diligence, Turn Around Management, Financial Advisory, Mergers, Venture Capital, Energy, Telecommunications, Corporate Finance, Airlines, Retail, Financial Modeling, M&A execution, Valuation, Expert Witness, Strategy, Capital Markets, Mergers & Acquisitions, Financial Analysis, Corporate Governance, Structured Finance, Forensic Accounting, Asset Based Lending, Business Development, Accounting, Executive Management, Leveraged Finance, Private Equity, Litigation, Acquisition Integration, Finance, Debt Restructuring, Acquisitions, Divestitures, Joint Ventures, Investment Banking, Capital, IPO, Alternative Investments, Funding, Investor Relations, SEC filings, Project Finance, Hedge Funds, M&A experience, Financial Structuring, Cash Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1979
BBA, Accounting, Magna Cum Laude
Amon Carter Riverside High School 1972 — 1976
High School Diploma, College Prep
Gasmart Usa April 2015 - Present
American Bankruptcy Institute April 2012 - Present
Tittle Advisory Group, Inc. February 2011 - Present
NHB Advisors, Inc. February 2008 - February 2011
Stout Risius Ross May 2007 - December 2007
LECG October 2005 - March 2007
XRoads Solutions Group January 2004 - October 2005
Deloitte November 2000 - December 2003
Cascade International Capital Corporation April 1998 - November 2000
PwC November 1996 - March 1998
Skills
Bankruptcy, Business Valuation, Restructuring, Due Diligence, Turn Around Management, Financial Advisory, Mergers, Venture Capital, Energy, Telecommunications, Corporate Finance, Airlines, Retail, Financial Modeling, M&A execution, Valuation, Expert Witness, Strategy, Capital Markets, Mergers & Acquisitions, Financial Analysis, Corporate Governance, Structured Finance, Forensic Accounting, Asset Based Lending, Business Development, Accounting, Executive Management, Leveraged Finance, Private Equity, Litigation, Acquisition Integration, Finance, Debt Restructuring, Acquisitions, Divestitures, Joint Ventures, Investment Banking, Capital, IPO, Alternative Investments, Funding, Investor Relations, SEC filings, Project Finance, Hedge Funds, M&A experience, Financial Structuring, Cash Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1979
BBA, Accounting, Magna Cum Laude
Amon Carter Riverside High School 1972 — 1976
High School Diploma, College Prep
Ken Claflin's XRoads Solutions Group Experience July 2003 - December 2009
Job President at SmartStore Business Intelligence Solutions
Industry Retail
Experience
SmartStore Business Intelligence Solutions April 2015 - Present
Boston Retail Partners November 2013 - March 2015
Gartner December 2011 - November 2013
Capgemini February 2010 - December 2011
XRoads Solutions Group July 2003 - December 2009
Deloitte Consulting January 1998 - June 2003
Ernst & Young February 1996 - November 1998
Melville Corporation January 1994 - January 1996
IBM February 1988 - January 1994
Post-Tron System, Inc. April 1982 - January 1988
Skills
Retail, Program Management, Social Media, JDA, Multi-Channel Commerce, IT Strategy, Strategy, Leadership, Management Consulting, Business Process..., Acquisition Integration, Performance Improvement, Analytics, Business Transformation, Outsourcing, CRM, Business Planning, Project Management, Business Strategy, Business Process, Business Intelligence, Cross-functional Team..., Consulting, Business Analysis, Governance, E-commerce, Risk Management, Change Management, Product Management, Management, Integration, Supply Chain, Solution Selling, Enterprise Software, Cloud Computing, Start-ups, Recruiting, Professional Services, Analysis, Business Development, SaaS, Mergers & Acquisitions, ERP, Vendor Management, Supply Chain Management, Multi-channel Retail
Education
Thomas College 1977 — 1981
Bachelor of Science
SmartStore Business Intelligence Solutions April 2015 - Present
Boston Retail Partners November 2013 - March 2015
Gartner December 2011 - November 2013
Capgemini February 2010 - December 2011
XRoads Solutions Group July 2003 - December 2009
Deloitte Consulting January 1998 - June 2003
Ernst & Young February 1996 - November 1998
Melville Corporation January 1994 - January 1996
IBM February 1988 - January 1994
Post-Tron System, Inc. April 1982 - January 1988
Skills
Retail, Program Management, Social Media, JDA, Multi-Channel Commerce, IT Strategy, Strategy, Leadership, Management Consulting, Business Process..., Acquisition Integration, Performance Improvement, Analytics, Business Transformation, Outsourcing, CRM, Business Planning, Project Management, Business Strategy, Business Process, Business Intelligence, Cross-functional Team..., Consulting, Business Analysis, Governance, E-commerce, Risk Management, Change Management, Product Management, Management, Integration, Supply Chain, Solution Selling, Enterprise Software, Cloud Computing, Start-ups, Recruiting, Professional Services, Analysis, Business Development, SaaS, Mergers & Acquisitions, ERP, Vendor Management, Supply Chain Management, Multi-channel Retail
Education
Thomas College 1977 — 1981
Bachelor of Science
Guy Ben-Ezer's XRoads Solutions Group Experience May 2011 - August 2011
Job Strategic Partnerships at SinglePlatform
Industry Internet
Experience
SinglePlatform June 2015 - Present
SinglePlatform February 2015 - June 2015
Saban Brands May 2014 - August 2014
State Street July 2013 - January 2014
State Street July 2012 - January 2013
XRoads Solutions Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media, Time Management, Customer Service, Event Planning, Photoshop, English, HTML, C, Windows, Matlab, Business Development, Strategy
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Insurance
Tarbut V' Torah High School 2005 — 2009
High School Degree
SinglePlatform June 2015 - Present
SinglePlatform February 2015 - June 2015
Saban Brands May 2014 - August 2014
State Street July 2013 - January 2014
State Street July 2012 - January 2013
XRoads Solutions Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Teamwork, Social Media, Time Management, Customer Service, Event Planning, Photoshop, English, HTML, C, Windows, Matlab, Business Development, Strategy
Education
Northeastern University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance & Insurance
Tarbut V' Torah High School 2005 — 2009
High School Degree
Adam Meislik's XRoads Solutions Group Experience July 2009 - May 2012
Job Senior Managing Director at GlassRatner | CoPresident and CCO GlassRatner Securities | Chairman, Evantix
Industry Financial Services
Experience
Evantix GRC December 2012 - Present
GlassRatner Securities LLC January 2014 - Present
GlassRatner Advisory & Capital Group May 2012 - Present
Sendio July 2009 - Present
Lateral Data 2007 - July 2012
XRoads Solutions Group July 2009 - May 2012
OriginOil March 2009 - March 2011
Salem Partners LLC October 2006 - December 2007
CIBC World Markets March 1996 - March 2005
Jefferies 1993 - 1995
Skills
Debt, Valuation, Bankruptcy, Expert Witness, Finance, Mergers, Equities, Strategy, Investment Banking, Venture Capital, Restructuring, Liquidity, Private Equity, Corporate Finance, Corporate Development, Structured Finance, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Valuation, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, M&A experience, Funding, Financial Services, Start-ups, Capital Markets, Financial Advisory, IPO, Leveraged Finance, Financial Structuring, Acquisitions, Divestitures, Executive Management, Securities, Corporate Governance, Financial Risk, LBO, Acquisition Integration
Education
Tulane University 1989 — 1993
BSM, Finance
Evantix GRC December 2012 - Present
GlassRatner Securities LLC January 2014 - Present
GlassRatner Advisory & Capital Group May 2012 - Present
Sendio July 2009 - Present
Lateral Data 2007 - July 2012
XRoads Solutions Group July 2009 - May 2012
OriginOil March 2009 - March 2011
Salem Partners LLC October 2006 - December 2007
CIBC World Markets March 1996 - March 2005
Jefferies 1993 - 1995
Skills
Debt, Valuation, Bankruptcy, Expert Witness, Finance, Mergers, Equities, Strategy, Investment Banking, Venture Capital, Restructuring, Liquidity, Private Equity, Corporate Finance, Corporate Development, Structured Finance, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Valuation, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, M&A experience, Funding, Financial Services, Start-ups, Capital Markets, Financial Advisory, IPO, Leveraged Finance, Financial Structuring, Acquisitions, Divestitures, Executive Management, Securities, Corporate Governance, Financial Risk, LBO, Acquisition Integration
Education
Tulane University 1989 — 1993
BSM, Finance
Jake Sussman Jake Sussman's XRoads Solutions Group Experience 2002 - 2005
Job Associate, Golub Capital
Industry Financial Services
Experience
Golub Capital June 2014 - Present
UBS Investment Bank May 2010 - May 2014
Chanin Capital Partners January 2009 - May 2010
XRoads Solutions Group 2002 - 2005
Skills
Bloomberg Terminal, Valuation, Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Investment Banking, Credit Analysis, Credit Risk
Education
Lehigh University 2004 — 2008
BA, political science
Golub Capital June 2014 - Present
UBS Investment Bank May 2010 - May 2014
Chanin Capital Partners January 2009 - May 2010
XRoads Solutions Group 2002 - 2005
Skills
Bloomberg Terminal, Valuation, Financial Modeling, DCF Valuation, Comparable Analysis, Precedent Transactions, Investment Banking, Credit Analysis, Credit Risk
Education
Lehigh University 2004 — 2008
BA, political science
Jennifer Wilson's XRoads Solutions Group Experience February 2002 - November 2004
Job '40 Act Portfolio Compliance Consultant at American Century Investments
Industry Investment Management
Experience
American Century Investments February 2012 - May 2015
American Century Investments February 2011 - February 2012
American Century Investments August 2007 - February 2011
American Century Investments January 2005 - August 2007
XRoads Solutions Group February 2002 - November 2004
PricewaterhouseCoopers September 2000 - February 2002
Skills
Internal Controls, Regulations, Auditing, Bloomberg, Fixed Income, Mutual Funds, Process Improvement, Investment Management, Investments, Asset Management, Business Analysis, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Financial Services, Alternative Investments, Internal Audit, Securities, Financial Risk
Education
University of Missouri-Kansas City
Bachelor of Science, Accounting
American Century Investments February 2012 - May 2015
American Century Investments February 2011 - February 2012
American Century Investments August 2007 - February 2011
American Century Investments January 2005 - August 2007
XRoads Solutions Group February 2002 - November 2004
PricewaterhouseCoopers September 2000 - February 2002
Skills
Internal Controls, Regulations, Auditing, Bloomberg, Fixed Income, Mutual Funds, Process Improvement, Investment Management, Investments, Asset Management, Business Analysis, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Risk Management, Financial Services, Alternative Investments, Internal Audit, Securities, Financial Risk
Education
University of Missouri-Kansas City
Bachelor of Science, Accounting
Matt Sedigh Matt Sedigh's XRoads Solutions Group Experience September 2007 - October 2012
Job Director at Conway MacKenzie
Industry Financial Services
Experience
Conway MacKenzie, Inc. May 2013 - Present
Avant Advisory Group November 2012 - May 2013
XRoads Solutions Group September 2007 - October 2012
Merrill Lynch September 2005 - July 2007
Morrison & Foerster LLP May 2004 - August 2005
Wet Seal, Inc July 2001 - December 2002
Education
American University
Bachelor of Science (BS), Finance, General
Laguna Hills High School
Conway MacKenzie, Inc. May 2013 - Present
Avant Advisory Group November 2012 - May 2013
XRoads Solutions Group September 2007 - October 2012
Merrill Lynch September 2005 - July 2007
Morrison & Foerster LLP May 2004 - August 2005
Wet Seal, Inc July 2001 - December 2002
Education
American University
Bachelor of Science (BS), Finance, General
Laguna Hills High School
Michael J. Ahern Michael J. Ahern's XRoads Solutions Group Experience 2007 - 2009
Job Realtor at Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate January 2015 - Present
Atlantic Coast Centers September 2011 - January 2015
Ahern & Partners Advisors Co., Inc. 1999 - 2013
XRoads Solutions Group 2007 - 2009
Brookshire Hospitality 1989 - 1998
Skills
Valuation, Due Diligence, Asset Management, Finance, Asset Managment, Investments, Portfolio Management, Private Equity, Real Estate, Real Estate Development, Restructuring, Risk Management, Strategy, Acquisitions, Business Strategy, Management Consulting, Management
Education
Fordham University 1983 — 1987
B.A., Liberal Arts and Sciences/Liberal Studies
Fordham University
Bachelor of Arts (B.A.)
Coldwell Banker Real Estate January 2015 - Present
Atlantic Coast Centers September 2011 - January 2015
Ahern & Partners Advisors Co., Inc. 1999 - 2013
XRoads Solutions Group 2007 - 2009
Brookshire Hospitality 1989 - 1998
Skills
Valuation, Due Diligence, Asset Management, Finance, Asset Managment, Investments, Portfolio Management, Private Equity, Real Estate, Real Estate Development, Restructuring, Risk Management, Strategy, Acquisitions, Business Strategy, Management Consulting, Management
Education
Fordham University 1983 — 1987
B.A., Liberal Arts and Sciences/Liberal Studies
Fordham University
Bachelor of Arts (B.A.)
Harvey Rubinson Harvey Rubinson's XRoads Solutions Group Experience February 1998 - June 2007
Job Senior Turnaround/Restructuring/Transaction Consultant
Industry Management Consulting
Experience
HCRTurnaround Associates LLC March 2011 - Present
AlixPartners July 2007 - March 2011
XRoads Solutions Group February 1998 - June 2007
Lion Brothers February 1995 - February 1998
Genesco February 1991 - February 1995
Furniture Brands International July 1968 - February 1991
Skills
Interim Management, Strategic Planning, Operations restructuring, Business plan..., Corporate restructuring, Finance and accounting, Debt Restructuring, Due Diligence, Process Improvement, Business forecasting, Acquisition Integration, Liquidity Management, Crisis Management, Bankruptcy process..., Restructuring, Forecasting, Corporate Finance, Financial Modeling, Turn Around Management, Business Development, Business Process..., Mergers & Acquisitions, Private Equity, Management Consulting, Strategy, Executive Management, Finance, Bankruptcy, Operations Management, Venture Capital, Management, Business Planning, Performance Improvement, Valuation, Business Strategy, Start-ups, Financial Analysis, Corporate Development, Consulting, Change Management, Investment Banking, Entrepreneurship, Leadership, Business Valuation, Risk Management, Investments, Negotiation
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA with distinction, Finance/Marketing
Drexel University 1960 — 1965
BS, Industrial Engineering
HCRTurnaround Associates LLC March 2011 - Present
AlixPartners July 2007 - March 2011
XRoads Solutions Group February 1998 - June 2007
Lion Brothers February 1995 - February 1998
Genesco February 1991 - February 1995
Furniture Brands International July 1968 - February 1991
Skills
Interim Management, Strategic Planning, Operations restructuring, Business plan..., Corporate restructuring, Finance and accounting, Debt Restructuring, Due Diligence, Process Improvement, Business forecasting, Acquisition Integration, Liquidity Management, Crisis Management, Bankruptcy process..., Restructuring, Forecasting, Corporate Finance, Financial Modeling, Turn Around Management, Business Development, Business Process..., Mergers & Acquisitions, Private Equity, Management Consulting, Strategy, Executive Management, Finance, Bankruptcy, Operations Management, Venture Capital, Management, Business Planning, Performance Improvement, Valuation, Business Strategy, Start-ups, Financial Analysis, Corporate Development, Consulting, Change Management, Investment Banking, Entrepreneurship, Leadership, Business Valuation, Risk Management, Investments, Negotiation
Education
University of Pennsylvania - The Wharton School 1966 — 1968
MBA with distinction, Finance/Marketing
Drexel University 1960 — 1965
BS, Industrial Engineering
Shawn Thompson Shawn Thompson's XRoads Solutions Group Experience October 2003 - July 2005
Job Seasoned M&A professional and trusted advisor
Industry Investment Banking
Experience
Thompson Professional Services January 2011 - Present
BCMS Corporate February 2012 - November 2013
Mentor Securities October 2010 - February 2012
Einstein Technology Partners March 2010 - December 2010
Transworld Capital Group 2009 - 2010
Holbrook & Company September 2008 - April 2009
Mosaic Capital August 2005 - September 2008
XRoads Solutions Group October 2003 - July 2005
Opal Concepts, Inc. May 2002 - October 2003
Barrington Associates 1994 - 2002
Skills
Mergers, Restructuring, Private Equity, Venture Capital, Financial Modeling, M&A, Sell-side, Negotiation, Strategic Advice, Business Analysis, Process Improvement, Team Leadership, Investment Banking, Sell Side, Mergers & Acquisitions, Strategy, Entrepreneurship, Valuation, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, Finance
Sachem 1983 — 1987
High School
Thompson Professional Services January 2011 - Present
BCMS Corporate February 2012 - November 2013
Mentor Securities October 2010 - February 2012
Einstein Technology Partners March 2010 - December 2010
Transworld Capital Group 2009 - 2010
Holbrook & Company September 2008 - April 2009
Mosaic Capital August 2005 - September 2008
XRoads Solutions Group October 2003 - July 2005
Opal Concepts, Inc. May 2002 - October 2003
Barrington Associates 1994 - 2002
Skills
Mergers, Restructuring, Private Equity, Venture Capital, Financial Modeling, M&A, Sell-side, Negotiation, Strategic Advice, Business Analysis, Process Improvement, Team Leadership, Investment Banking, Sell Side, Mergers & Acquisitions, Strategy, Entrepreneurship, Valuation, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor of Science in Economics, Finance
Sachem 1983 — 1987
High School
D. Kipp Fagerstrom D. Kipp Fagerstrom's XRoads Solutions Group Experience January 2001 - April 2008
Job Restructuring Advisory Services at Crowe Horwath LLP
Industry Management Consulting
Experience
Crowe Horwath LLP April 2014 - Present
Bridgemill Partners LLC October 2009 - April 2014
Conway MacKenzie, Inc. May 2008 - October 2009
XRoads Solutions Group January 2001 - April 2008
Resources Connection December 1999 - January 2001
PricewaterhouseCoopers September 1998 - December 1999
KPMG 1988 - 1991
Skills
Interim Management, Bankruptcy, Business Reorganizations, Restructuring, Cash Flow, Cost Reduction, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Venture Capital, Valuation, Financial Reporting, Cash Management, Start-ups, Asset Management, Business Planning, Equities, Business Strategy, Risk Management, Internal Controls, SEC reporting, Management Consulting, Executive Management, Corporate Governance, Financial Accounting, Forecasting, Strategic Planning, Strategy Development, Financial Management, Accounting, Contract Negotiations, Managerial Finance, Strategy, Asset Managment, SEC filings, Corporate Development, Mergers & Acquisitions, Finance, Investment Banking, Cost Accounting, Auditing, US GAAP, M&A experience, Contract Negotiation, Acquisition Integration, Business Process..., Business Valuation
Education
Kennesaw State University - Michael J. Coles College of Business 1986 — 1991
BBA, Accounting
Keller Graduate School of Management 1998 — 2000
MBA, Finance
Crowe Horwath LLP April 2014 - Present
Bridgemill Partners LLC October 2009 - April 2014
Conway MacKenzie, Inc. May 2008 - October 2009
XRoads Solutions Group January 2001 - April 2008
Resources Connection December 1999 - January 2001
PricewaterhouseCoopers September 1998 - December 1999
KPMG 1988 - 1991
Skills
Interim Management, Bankruptcy, Business Reorganizations, Restructuring, Cash Flow, Cost Reduction, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Venture Capital, Valuation, Financial Reporting, Cash Management, Start-ups, Asset Management, Business Planning, Equities, Business Strategy, Risk Management, Internal Controls, SEC reporting, Management Consulting, Executive Management, Corporate Governance, Financial Accounting, Forecasting, Strategic Planning, Strategy Development, Financial Management, Accounting, Contract Negotiations, Managerial Finance, Strategy, Asset Managment, SEC filings, Corporate Development, Mergers & Acquisitions, Finance, Investment Banking, Cost Accounting, Auditing, US GAAP, M&A experience, Contract Negotiation, Acquisition Integration, Business Process..., Business Valuation
Education
Kennesaw State University - Michael J. Coles College of Business 1986 — 1991
BBA, Accounting
Keller Graduate School of Management 1998 — 2000
MBA, Finance
Lawrence D. Morriss, Jr. Lawrence D. Morriss, Jr.'s XRoads Solutions Group Experience 2001 - 2006
Job The University of Kansas School of Business Faculty Member
Industry Higher Education
Experience
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
The University of Kansas School of Business June 2014 - Present
CBIZ MHM, LLC August 2011 - July 2014
Henry W. Bloch School of Management at the University of Missouri Kansas City August 2012 - December 2013
Mesirow Financial 2006 - August 2011
XRoads Solutions Group 2001 - 2006
PricewaterhouseCoopers 1990 - 2001
Laventhol & Horwath 1977 - 1990
Skills
Forensic Accounting, Expert Witness, Analytics, Valuation, Bankruptcy, Finance, Public Speaking, Accounting, Analysis, Litigation, Arbitration, CPA, Listener, Due Diligence, Mergers & Acquisitions, Business Planning, Management Consulting
Education
University of Missouri-Columbia 1973 — 1977
BSBA, Accounting
University of Missouri-Kansas City 2012 — 2013
Master's Degree, Finance
University of Virginia Darden School of Business 1995 — 1995
CPE, International Business
The Tuck School of Business at Dartmouth 1992 — 1992
CPE, Business Strategy
Robert Trebing Robert Trebing's XRoads Solutions Group Experience November 2008 - April 2009
Job Chief Financial Officer at Confie Seguros Holding Co.
Industry Insurance
Experience
Confie Seguros Holding Co. May 2011 - Present
K3R Capital Partners LLC May 2010 - April 2011
Prolman Associates/The Restaurant Group February 2010 - April 2011
The Ruby Restaurant Group July 2009 - February 2010
XRoads Solutions Group November 2008 - April 2009
Frandeli Group, LLC July 2007 - September 2008
Gardenburger, Inc. 2003 - 2006
Prandium, Inc. 1998 - 2003
Family Restaurants, Inc. 1994 - 2003
Restaurant Enterprises Group, Inc. 1986 - 1993
Skills
Mergers, Management Consulting, Strategy, Cash Management, Cash Flow, Mergers & Acquisitions, Restructuring, Accounting, Finance, Business Strategy, Risk Management, SEC filings
Education
University of Southern California 1972 — 1973
MBA
California State University-Fullerton 1970 — 1972
BA, Business Administration-Accounting
Confie Seguros Holding Co. May 2011 - Present
K3R Capital Partners LLC May 2010 - April 2011
Prolman Associates/The Restaurant Group February 2010 - April 2011
The Ruby Restaurant Group July 2009 - February 2010
XRoads Solutions Group November 2008 - April 2009
Frandeli Group, LLC July 2007 - September 2008
Gardenburger, Inc. 2003 - 2006
Prandium, Inc. 1998 - 2003
Family Restaurants, Inc. 1994 - 2003
Restaurant Enterprises Group, Inc. 1986 - 1993
Skills
Mergers, Management Consulting, Strategy, Cash Management, Cash Flow, Mergers & Acquisitions, Restructuring, Accounting, Finance, Business Strategy, Risk Management, SEC filings
Education
University of Southern California 1972 — 1973
MBA
California State University-Fullerton 1970 — 1972
BA, Business Administration-Accounting
Vip Jain's XRoads Solutions Group Experience 2007 - 2009
Job Managing Director at Navigant Consulting
Industry Hospital & Health Care
Experience
Navigant Consulting Limited August 2014 - Present
Assay Healthcare Solutions 2010 - July 2014
XRoads Solutions Group 2007 - 2009
Siemens Medical Solutions 2004 - 2007
BearingPoint 2003 - 2005
Cap Gemini Ernst & Young 2000 - 2004
A.T. Kearney / EDS 1996 - 2000
Other Businesses 1980 - 1996
Education
Southern Illinois University, Edwardsville 1988 — 1991
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 1988 — 1991
Master of Science
Institute of Productivity and Management, Modipuram, India 1986 — 1988
Post-Graduate Degree in Business Administration
Meerut University, Meerut, India 1982 — 1986
Bachelor of International Business
Navigant Consulting Limited August 2014 - Present
Assay Healthcare Solutions 2010 - July 2014
XRoads Solutions Group 2007 - 2009
Siemens Medical Solutions 2004 - 2007
BearingPoint 2003 - 2005
Cap Gemini Ernst & Young 2000 - 2004
A.T. Kearney / EDS 1996 - 2000
Other Businesses 1980 - 1996
Education
Southern Illinois University, Edwardsville 1988 — 1991
Master of Business Administration (MBA)
Southern Illinois University, Edwardsville 1988 — 1991
Master of Science
Institute of Productivity and Management, Modipuram, India 1986 — 1988
Post-Graduate Degree in Business Administration
Meerut University, Meerut, India 1982 — 1986
Bachelor of International Business
William (Bill) Creelman William (Bill) Creelman's XRoads Solutions Group Experience January 2001 - March 2009
Job Chief Financial Officer at Universal Motion Components
Industry Machinery
Experience
Universal Motion Components May 2015 - Present
Financial Executives International, Orange County Chapter December 2013 - Present
WKC Solutions, LLC June 2013 - April 2015
BDO Consulting April 2009 - June 2013
XRoads Solutions Group January 2001 - March 2009
Bank of America September 1998 - December 2001
Bank of America November 1990 - August 1998
Skills
Corporate Finance, Restructuring, Strategy, Due Diligence, Finance, Banking, Investment Banking, Portfolio Management, Mergers & Acquisitions, Valuation, Structured Finance, Credit, Management, Corporate Law, Analysis, Bankruptcy, Acquisition Integration, Turn Around Management, Turnaround Specialist, Private Equity, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Corporate Finance and International Business
California State University-Sacramento 1977 — 1981
BS, Business Administration with concentrations in Finance, Real Estate and Insurance
Universal Motion Components May 2015 - Present
Financial Executives International, Orange County Chapter December 2013 - Present
WKC Solutions, LLC June 2013 - April 2015
BDO Consulting April 2009 - June 2013
XRoads Solutions Group January 2001 - March 2009
Bank of America September 1998 - December 2001
Bank of America November 1990 - August 1998
Skills
Corporate Finance, Restructuring, Strategy, Due Diligence, Finance, Banking, Investment Banking, Portfolio Management, Mergers & Acquisitions, Valuation, Structured Finance, Credit, Management, Corporate Law, Analysis, Bankruptcy, Acquisition Integration, Turn Around Management, Turnaround Specialist, Private Equity, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Corporate Finance and International Business
California State University-Sacramento 1977 — 1981
BS, Business Administration with concentrations in Finance, Real Estate and Insurance
Jeff Perea Jeff Perea's XRoads Solutions Group Experience July 2006 - March 2013
Job Conway Mackenzie
Industry Financial Services
Experience
Conway MacKenzie, Inc. April 2013 - Present
American West Homes April 2011 - March 2013
Province Advisors March 2011 - March 2013
XRoads Solutions Group July 2006 - March 2013
Riviera Casino and Resort March 2009 - April 2011
Black Gaming November 2008 - November 2010
National RV November 2007 - March 2009
Nellson Nutraceuticals September 2007 - December 2008
Landsource Communities LLC June 2008 - November 2008
Macquarie Capital Advisors (formerly known as Giuliani Capital Advisors) March 2003 - May 2006
Skills
Restructuring, Financial Modeling, Mergers, Due Diligence, Valuation, Cash Flow, Finance, Strategy, Business Planning, Management Consulting, Bankruptcy, Debt Restructuring, Corporate Law, Cash Management, Tax
Education
UCLA Anderson School of Management 2002 — 2005
Master, Business Administration; Finance
California State University of Northridge 1994 — 1998
Bachelor of Arts, Accounting and Finance
Conway MacKenzie, Inc. April 2013 - Present
American West Homes April 2011 - March 2013
Province Advisors March 2011 - March 2013
XRoads Solutions Group July 2006 - March 2013
Riviera Casino and Resort March 2009 - April 2011
Black Gaming November 2008 - November 2010
National RV November 2007 - March 2009
Nellson Nutraceuticals September 2007 - December 2008
Landsource Communities LLC June 2008 - November 2008
Macquarie Capital Advisors (formerly known as Giuliani Capital Advisors) March 2003 - May 2006
Skills
Restructuring, Financial Modeling, Mergers, Due Diligence, Valuation, Cash Flow, Finance, Strategy, Business Planning, Management Consulting, Bankruptcy, Debt Restructuring, Corporate Law, Cash Management, Tax
Education
UCLA Anderson School of Management 2002 — 2005
Master, Business Administration; Finance
California State University of Northridge 1994 — 1998
Bachelor of Arts, Accounting and Finance
Sam Hirsch Sam Hirsch's XRoads Solutions Group Experience 2011 - 2012
Job Principal, Richard Marshall Fine Flooring, Inc.
Industry Financial Services
Experience
Richard Marshall Fine Flooring, Inc. 2005 - Present
XRoads Solutions Group 2011 - 2012
The Blackstone Group 1999 - 2005
Quarterdeck Investment Partners, Inc. 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Investment Banking, Corporate Finance, Mergers, Debt Restructuring, Finance, Financial Advisory, Business Valuation, Bankruptcy, Chapter 11, LBO, Divestitures, Financial Modeling, Financial Analysis, Leveraged Finance, Acquisitions, Turn Around Management, Special Situations, Middle Market, Private Companies, Reorganization, Business Planning, Debt, Sell Side, Public Companies, Buy-side, Securities, Recapitalizations, Managerial Finance, Quantitative Finance, Financial Accounting, Financial Reporting, Financial Structuring, Corporate Development, Flooring, Hardwood Flooring
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1994
BA, Business Economics
Richard Marshall Fine Flooring, Inc. 2005 - Present
XRoads Solutions Group 2011 - 2012
The Blackstone Group 1999 - 2005
Quarterdeck Investment Partners, Inc. 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Restructuring, Mergers & Acquisitions, Due Diligence, Private Equity, Valuation, Investment Banking, Corporate Finance, Mergers, Debt Restructuring, Finance, Financial Advisory, Business Valuation, Bankruptcy, Chapter 11, LBO, Divestitures, Financial Modeling, Financial Analysis, Leveraged Finance, Acquisitions, Turn Around Management, Special Situations, Middle Market, Private Companies, Reorganization, Business Planning, Debt, Sell Side, Public Companies, Buy-side, Securities, Recapitalizations, Managerial Finance, Quantitative Finance, Financial Accounting, Financial Reporting, Financial Structuring, Corporate Development, Flooring, Hardwood Flooring
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Los Angeles 1990 — 1994
BA, Business Economics
Rick Damore's XRoads Solutions Group Experience 2002 - 2006
Job Partner CFO Interim Solution
Industry Executive Office
Experience
CFO Interim Solution 2011 - Present
University of Saint Mary March 2012 - Present
Hardesty, LLC January 2014 - May 2014
Ultimate Escapes January 2008 - December 2010
Renaissant Corporate Solutions 2006 - 2007
XRoads Solutions Group 2002 - 2006
Deloitte Consulting 2000 - 2002
Peerless Products 1995 - 1999
KCG 1993 - 1994
Cook Composites and Polymers 1984 - 1992
Skills
Business Planning, Bank Relations, Cash, Profit Improvement, Balance, Succession Planning, Performance Management, Turn Around Management, Management, Cash Flow, Finance, Restructuring, Banking, Process Improvement, Profit Maximization, Mergers & Acquisitions, Financial Reporting, Small Business, Strategic Planning, Executive Management, Performance Improvement, Strategy, Capital, Mergers, Management Consulting, Operations Management, Venture Capital, Accounting, Portfolio Management, Team Building, Acquisition Integration, Managerial Finance, Start-ups, Corporate Finance
Education
University of Kansas - Graduate School of Business
MBA, Accounting & Business Administration
University of Kansas
BS, Accounting
Olathe High School
CFO Interim Solution 2011 - Present
University of Saint Mary March 2012 - Present
Hardesty, LLC January 2014 - May 2014
Ultimate Escapes January 2008 - December 2010
Renaissant Corporate Solutions 2006 - 2007
XRoads Solutions Group 2002 - 2006
Deloitte Consulting 2000 - 2002
Peerless Products 1995 - 1999
KCG 1993 - 1994
Cook Composites and Polymers 1984 - 1992
Skills
Business Planning, Bank Relations, Cash, Profit Improvement, Balance, Succession Planning, Performance Management, Turn Around Management, Management, Cash Flow, Finance, Restructuring, Banking, Process Improvement, Profit Maximization, Mergers & Acquisitions, Financial Reporting, Small Business, Strategic Planning, Executive Management, Performance Improvement, Strategy, Capital, Mergers, Management Consulting, Operations Management, Venture Capital, Accounting, Portfolio Management, Team Building, Acquisition Integration, Managerial Finance, Start-ups, Corporate Finance
Education
University of Kansas - Graduate School of Business
MBA, Accounting & Business Administration
University of Kansas
BS, Accounting
Olathe High School
Steven List Steven List's XRoads Solutions Group Experience December 1998 - January 2002
Job Managing Director at Mount Kellett Capital
Industry Investment Management
Experience
Mount Kellett Capital May 2012 - Present
CRG Partners February 2011 - April 2012
Mattress Giant Corporation January 2003 - June 2008
Corporate Revitilization Partners (CRP) January 2002 - January 2003
XRoads Solutions Group December 1998 - January 2002
KPMG January 1995 - December 1998
Skills
Accounting, Acquisition Integration, Asset Managment, Banking, Bankruptcy, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Corporate Finance, Debt Restructuring, Divestitures, Due Diligence, Equities, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Financial Structuring, Hedge Funds, Interim Management, Investments, Leadership, Management, Management Consulting, Mergers, Mergers, Performance Improvement, Portfolio Management, Private Equity, Restructuring, Start-ups, Strategic Leadership, Strategic Planning, Strategy, Valuation
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Accounting
Mount Kellett Capital May 2012 - Present
CRG Partners February 2011 - April 2012
Mattress Giant Corporation January 2003 - June 2008
Corporate Revitilization Partners (CRP) January 2002 - January 2003
XRoads Solutions Group December 1998 - January 2002
KPMG January 1995 - December 1998
Skills
Accounting, Acquisition Integration, Asset Managment, Banking, Bankruptcy, Business Development, Business Planning, Business Strategy, Business Valuation, Capital Markets, Corporate Finance, Debt Restructuring, Divestitures, Due Diligence, Equities, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Financial Structuring, Hedge Funds, Interim Management, Investments, Leadership, Management, Management Consulting, Mergers, Mergers, Performance Improvement, Portfolio Management, Private Equity, Restructuring, Start-ups, Strategic Leadership, Strategic Planning, Strategy, Valuation
Education
University of Oklahoma - Price College of Business 1986 — 1990
BBA, Accounting
Sharisa Sloan Sharisa Sloan's XRoads Solutions Group Experience February 2011 - September 2012
Job Marketing Manager at American Bankruptcy Institute
Industry Legal Services
Experience
American Bankruptcy Institute September 2012 - Present
XRoads Solutions Group February 2011 - September 2012
Beyond the Bottom Line March 2010 - January 2011
The Garden City Group, Inc. May 2008 - December 2009
American Bankruptcy Institute February 1999 - April 2008
Education
Community College of Allegheny County 1992 — 1995
Associate, Communications
American Bankruptcy Institute September 2012 - Present
XRoads Solutions Group February 2011 - September 2012
Beyond the Bottom Line March 2010 - January 2011
The Garden City Group, Inc. May 2008 - December 2009
American Bankruptcy Institute February 1999 - April 2008
Education
Community College of Allegheny County 1992 — 1995
Associate, Communications
Christine Ngo Christine Ngo's XRoads Solutions Group Experience August 2007 - August 2008
Job Assistant Manager, IT Procurement & Supply Management
Industry Financial Services
Experience
SchoolsFirst Federal Credit Union June 2015 - Present
loanDepot October 2011 - Present
Kondaur Capital Corporation March 2009 - October 2011
XRoads Solutions Group August 2007 - August 2008
Skills
Business Analysis, Vendor Management, Process Improvement, Management, IT Management, SharePoint, Business Intelligence, Project Management, IT Strategy, Business Process, Finance
Education
California State University-Long Beach 2001 — 2003
Bachelor of Science (BS), Business Administration/Finance
SchoolsFirst Federal Credit Union June 2015 - Present
loanDepot October 2011 - Present
Kondaur Capital Corporation March 2009 - October 2011
XRoads Solutions Group August 2007 - August 2008
Skills
Business Analysis, Vendor Management, Process Improvement, Management, IT Management, SharePoint, Business Intelligence, Project Management, IT Strategy, Business Process, Finance
Education
California State University-Long Beach 2001 — 2003
Bachelor of Science (BS), Business Administration/Finance
Edward Lyons Edward Lyons's XRoads Solutions Group Experience 2010 - 2014
Job Business Manager at Montecito Water District
Industry Accounting
Experience
Montecito Water District 2015 - Present
Advanced Innovative Recoveries Technologies, Inc. (AIRTech) / Pura Naturals, LLC 2014 - 2015
XRoads Solutions Group 2010 - 2014
Edward Lyons Consulting 2009 - March 2010
Cassandra Capital Partners LLC 2008 - 2009
XRoads Solutions Group 2002 - 2008
SmileCare 1996 - 2002
UCI HealthSystem 1995 - 1996
FHP Healthcare 1993 - 1995
Skills
Financial Modeling, Internal Controls, Accounting, Financial Accounting, Due Diligence, Financial Reporting, Financial Analysis, Cash Management, Financial Forecasting, Finance, Financial Oversight, Forecasting, System Implementations, Acquisitions, Consulting, Treasury Management, Operating Budgets, Banking, Integration, Investor Relations, Executive Management, Budgets, Effective Communication..., Technical Accounting, Consolidated Reporting, Financial Compliance, Staff Development, Management Consulting, Financial Regulation, Auditing, Bank Relations, Managing Start-ups, Regulatory Compliance, Mentoring Of Staff, Consumer Products, Manufacturing, Government Accounting
Education
Augustana College
Bachelors Degree, Accounting
Montecito Water District 2015 - Present
Advanced Innovative Recoveries Technologies, Inc. (AIRTech) / Pura Naturals, LLC 2014 - 2015
XRoads Solutions Group 2010 - 2014
Edward Lyons Consulting 2009 - March 2010
Cassandra Capital Partners LLC 2008 - 2009
XRoads Solutions Group 2002 - 2008
SmileCare 1996 - 2002
UCI HealthSystem 1995 - 1996
FHP Healthcare 1993 - 1995
Skills
Financial Modeling, Internal Controls, Accounting, Financial Accounting, Due Diligence, Financial Reporting, Financial Analysis, Cash Management, Financial Forecasting, Finance, Financial Oversight, Forecasting, System Implementations, Acquisitions, Consulting, Treasury Management, Operating Budgets, Banking, Integration, Investor Relations, Executive Management, Budgets, Effective Communication..., Technical Accounting, Consolidated Reporting, Financial Compliance, Staff Development, Management Consulting, Financial Regulation, Auditing, Bank Relations, Managing Start-ups, Regulatory Compliance, Mentoring Of Staff, Consumer Products, Manufacturing, Government Accounting
Education
Augustana College
Bachelors Degree, Accounting
William Howe William Howe's XRoads Solutions Group Experience November 2004 - June 2006
Job Chief Operating Officer at Empeopled, LLC
Industry Online Media
Experience
empeopled December 2010 - Present
Citadel May 2006 - July 2008
XRoads Solutions Group November 2004 - June 2006
BeComm July 2000 - January 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Deloitte 1992 - 1995
Skills
Valuation, Restructuring, Financial Modeling, Investment Banking, Equities, Corporate Finance, Mergers, Hedge Funds, Financial Analysis, Corporate Development, Commodity, Risk Management, Management Consulting, Start-ups, Managing Start-ups, Social Networking, Trading, Strategy, Mergers & Acquisitions, Energy, Investments, Finance, Due Diligence, Capital Markets, Management, Emerging Markets
Education
Stanford University Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
University of Washington 1987 — 1991
BA, Business Administration
empeopled December 2010 - Present
Citadel May 2006 - July 2008
XRoads Solutions Group November 2004 - June 2006
BeComm July 2000 - January 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Deloitte 1992 - 1995
Skills
Valuation, Restructuring, Financial Modeling, Investment Banking, Equities, Corporate Finance, Mergers, Hedge Funds, Financial Analysis, Corporate Development, Commodity, Risk Management, Management Consulting, Start-ups, Managing Start-ups, Social Networking, Trading, Strategy, Mergers & Acquisitions, Energy, Investments, Finance, Due Diligence, Capital Markets, Management, Emerging Markets
Education
Stanford University Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
University of Washington 1987 — 1991
BA, Business Administration
Elaine Lane Elaine Lane's XRoads Solutions Group Experience 2004 - 2006
Job KC Advisory Services
Industry Legal Services
Experience
KC Advisory Services January 2013 - Present
Huron Consulting Group 2006 - 2013
XRoads Solutions Group 2004 - 2006
BMC Group 2002 - 2004
Husch and Eppenberger 1999 - 2000
Sprint 1998 - 1999
Skills
Admitted-Missouri State..., Kansas State Bar, Western Dist. MO..., Contract Negotiation, Analysis, Mergers & Acquisitions, Corporate Law, Financial Analysis, Due Diligence, Management, Restructuring, Mediation, Litigation, Bankruptcy, Leadership, Arbitration, Finance, Banking, Negotiation
Education
Avila University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Law, Magna Cum Laude
University of Missouri-Kansas City School of Law
Doctor of Law (J.D.), Law, With Honors
KC Advisory Services January 2013 - Present
Huron Consulting Group 2006 - 2013
XRoads Solutions Group 2004 - 2006
BMC Group 2002 - 2004
Husch and Eppenberger 1999 - 2000
Sprint 1998 - 1999
Skills
Admitted-Missouri State..., Kansas State Bar, Western Dist. MO..., Contract Negotiation, Analysis, Mergers & Acquisitions, Corporate Law, Financial Analysis, Due Diligence, Management, Restructuring, Mediation, Litigation, Bankruptcy, Leadership, Arbitration, Finance, Banking, Negotiation
Education
Avila University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Law, Magna Cum Laude
University of Missouri-Kansas City School of Law
Doctor of Law (J.D.), Law, With Honors
Audrey E Evans's XRoads Solutions Group Experience August 2008 - November 2008
Job CTO at LA 4 Animals Foundation
Industry Information Technology and Services
Experience
LA 4 Animals Foundation July 2014 - Present
Avappa, Dater Basics, Angel Reporter LLC November 2008 - Present
XRoads Solutions Group August 2008 - November 2008
Safeguard August 2006 - August 2008
Ellison August 2006 - December 2006
Home Loan Center DBA Lending Tree Loans August 2005 - August 2006
Gateway July 2005 - August 2005
Buy.com August 2000 - July 2005
Orange County District Attorney 1998 - 2000
Orange County District Attorney/Criminal Division August 1996 - August 1998
Skills
SDLC, Team Management, Cloud Computing, Interviews, Project Management, Mobile Applications, Java, Core Java, JSP, Struts, Microsoft SQL Server, Tomcat, Apache, Informix, Unix, Shell Scripting, Cron, Agile & Waterfall..., Extreme Programming, Scrum, SOX Compliancy, SaaS, Project Delivery, Business Analysis, Systems Analysis, QA Engineering, Quality Assurance, Change Management, Integration, C#, .NET, SharePoint, Web Applications, ASP.NET, Database Design, SQL, Web Development, JavaScript, E-commerce, Web Services, Agile Methodologies, Databases, Visual Basic, Software Engineering, Software Development, XML, VB.NET, MySQL, SSRS, T-SQL
Education
Cal State Fullerton 1986 — 1988
Bachelor's degree, Music
California State University-Long Beach
Dana Hills
LA 4 Animals Foundation July 2014 - Present
Avappa, Dater Basics, Angel Reporter LLC November 2008 - Present
XRoads Solutions Group August 2008 - November 2008
Safeguard August 2006 - August 2008
Ellison August 2006 - December 2006
Home Loan Center DBA Lending Tree Loans August 2005 - August 2006
Gateway July 2005 - August 2005
Buy.com August 2000 - July 2005
Orange County District Attorney 1998 - 2000
Orange County District Attorney/Criminal Division August 1996 - August 1998
Skills
SDLC, Team Management, Cloud Computing, Interviews, Project Management, Mobile Applications, Java, Core Java, JSP, Struts, Microsoft SQL Server, Tomcat, Apache, Informix, Unix, Shell Scripting, Cron, Agile & Waterfall..., Extreme Programming, Scrum, SOX Compliancy, SaaS, Project Delivery, Business Analysis, Systems Analysis, QA Engineering, Quality Assurance, Change Management, Integration, C#, .NET, SharePoint, Web Applications, ASP.NET, Database Design, SQL, Web Development, JavaScript, E-commerce, Web Services, Agile Methodologies, Databases, Visual Basic, Software Engineering, Software Development, XML, VB.NET, MySQL, SSRS, T-SQL
Education
Cal State Fullerton 1986 — 1988
Bachelor's degree, Music
California State University-Long Beach
Dana Hills
R. Brent Martin R. Brent Martin's XRoads Solutions Group Experience February 2005 - February 2007
Job President, Healthcare MCR
Industry Management Consulting
Experience
Healthcare MCR 2005 - Present
Healthcare MCR consulting March 2004 - Present
XRoads Solutions Group February 2005 - February 2007
Functional Restoration Medical Centers March 2006 - October 2006
Intrepid USA 2003 - 2005
Impath, Inc, 2002 - 2003
Meadows Regional Medical Center 2001 - 2002
PHS, Mt. Sinai Medical Center 1999 - 2002
HubSouth Medical Group and LLC 1998 - 1999
University of Kentucky 1996 - 1998
Skills
Healthcare, Process Improvement, Strategy, Mergers, Bankruptcy, Hospitals, Start-ups, Healthcare Consulting, Revenue Cycle, Strategic Planning, Financial Analysis, Performance Improvement, Sales Operations, Insurance, Due Diligence, Managed Care, HIPAA, Healthcare Management, Executive Management, Healthcare Information..., Management, Medicare, Mergers & Acquisitions, Restructuring, Physician Relations, Informatics, EHR, Management Consulting, Physicians, Home Care, Operations Management, Leadership, EMR, Managerial Finance
Education
Texas Tech University - Rawls College of Business 1985 — 1987
West Texas A&M University 1981 — 1985
BBA
Healthcare MCR 2005 - Present
Healthcare MCR consulting March 2004 - Present
XRoads Solutions Group February 2005 - February 2007
Functional Restoration Medical Centers March 2006 - October 2006
Intrepid USA 2003 - 2005
Impath, Inc, 2002 - 2003
Meadows Regional Medical Center 2001 - 2002
PHS, Mt. Sinai Medical Center 1999 - 2002
HubSouth Medical Group and LLC 1998 - 1999
University of Kentucky 1996 - 1998
Skills
Healthcare, Process Improvement, Strategy, Mergers, Bankruptcy, Hospitals, Start-ups, Healthcare Consulting, Revenue Cycle, Strategic Planning, Financial Analysis, Performance Improvement, Sales Operations, Insurance, Due Diligence, Managed Care, HIPAA, Healthcare Management, Executive Management, Healthcare Information..., Management, Medicare, Mergers & Acquisitions, Restructuring, Physician Relations, Informatics, EHR, Management Consulting, Physicians, Home Care, Operations Management, Leadership, EMR, Managerial Finance
Education
Texas Tech University - Rawls College of Business 1985 — 1987
West Texas A&M University 1981 — 1985
BBA
Jamie Edmonson's XRoads Solutions Group Experience February 2006 - September 2008
Job
Industry Law Practice
Experience
Venable LLP January 2013 - Present
Bayard, P.A. October 2008 - January 2013
XRoads Solutions Group February 2006 - September 2008
Landis Rath & Cobb 2004 - 2006
Skadden Arps 1998 - 2004
Skills
Bankruptcy, Chapter 11, Creditors' Rights, Debt Restructuring, Liquidation, Corporate Governance, Debtors, Litigation, Corporate Law, Creditors, Joint Ventures, Commercial Litigation, Business Litigation, Trade Secrets, Secured Transactions
Education
Loyola Law School, Loyola Marymount University 1992 — 1996
Doctor of Law (J.D.)
American University 1986 — 1990
B.S.B.A.
Venable LLP January 2013 - Present
Bayard, P.A. October 2008 - January 2013
XRoads Solutions Group February 2006 - September 2008
Landis Rath & Cobb 2004 - 2006
Skadden Arps 1998 - 2004
Skills
Bankruptcy, Chapter 11, Creditors' Rights, Debt Restructuring, Liquidation, Corporate Governance, Debtors, Litigation, Corporate Law, Creditors, Joint Ventures, Commercial Litigation, Business Litigation, Trade Secrets, Secured Transactions
Education
Loyola Law School, Loyola Marymount University 1992 — 1996
Doctor of Law (J.D.)
American University 1986 — 1990
B.S.B.A.
Bob Tormey, CPA, CTP, CIRA's XRoads Solutions Group Experience October 2010 - December 2012
Job Financial Advisory Services
Industry Financial Services
Experience
Carl Marks January 2013 - Present
PCA Aerospace Corporation 2013 - 2014
XRoads Solutions Group October 2010 - December 2012
Tatum LLC March 2000 - June 2010
TUI University February 2008 - March 2010
River Ranch Fresh Foods April 2006 - December 2006
National Diversified Sales April 2003 - October 2004
Centis September 2000 - July 2002
Consolidated Foundries November 1995 - May 2000
PWS 1989 - 1993
Skills
Private Equity, Restructuring, Capital, Leveraged Finance, Mergers, Finance, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Due Diligence, Investments, Executive Management, Leadership, Strategy, Portfolio Management, Change Management, IPO, Managerial Finance, Accounting, Start-ups, Management, Business Strategy, Divestitures, Investment Banking, Turn Around Management, Venture Capital, Acquisition Integration, M&A experience, Financial Structuring, Private Placements, Strategic Financial..., Analysis, Program Management, Corporate Development, Cash Management, Financial Modeling
Education
Cornell University 1976 — 1978
MBA, Business Administration - Accounting and Finance
Loyola Marymount University 1972 — 1976
BA, English Literature
Loyola High School 1968 — 1972
High School Diploma
Carl Marks January 2013 - Present
PCA Aerospace Corporation 2013 - 2014
XRoads Solutions Group October 2010 - December 2012
Tatum LLC March 2000 - June 2010
TUI University February 2008 - March 2010
River Ranch Fresh Foods April 2006 - December 2006
National Diversified Sales April 2003 - October 2004
Centis September 2000 - July 2002
Consolidated Foundries November 1995 - May 2000
PWS 1989 - 1993
Skills
Private Equity, Restructuring, Capital, Leveraged Finance, Mergers, Finance, Mergers & Acquisitions, Corporate Finance, Debt Restructuring, Due Diligence, Investments, Executive Management, Leadership, Strategy, Portfolio Management, Change Management, IPO, Managerial Finance, Accounting, Start-ups, Management, Business Strategy, Divestitures, Investment Banking, Turn Around Management, Venture Capital, Acquisition Integration, M&A experience, Financial Structuring, Private Placements, Strategic Financial..., Analysis, Program Management, Corporate Development, Cash Management, Financial Modeling
Education
Cornell University 1976 — 1978
MBA, Business Administration - Accounting and Finance
Loyola Marymount University 1972 — 1976
BA, English Literature
Loyola High School 1968 — 1972
High School Diploma
Andrew Eckerman Andrew Eckerman's XRoads Solutions Group Experience January 2005 - August 2005
Job Chief Financial Officer at Empirical Networks
Industry Executive Office
Experience
Empirical Networks January 2015 - Present
Empire Valet Trash, Inc. January 2014 - Present
Yellow Brick December 2011 - Present
United Copper Industries December 2011 - July 2014
Conway MacKenzie, Inc. October 2008 - October 2011
Woodforest National Bank September 2005 - September 2008
Hanover Consulting May 2002 - September 2008
XRoads Solutions Group January 2005 - August 2005
PerkinElmer September 2004 - December 2004
NetSilicon, Inc May 2003 - October 2004
Skills
Strategic Planning, Restructuring, Start-ups, Negotiation, Business Strategy, Corporate Finance, Strategic Sourcing, Crisis Management, Business Valuation, Financial Modeling, Valuation, Business Planning, Financial Analysis, Due Diligence, Mergers, Banking, Budgeting, Leadership, Mergers & Acquisitions, Budgets, Entrepreneurship, Project Planning, Executive Management, Strategy, Training, Management, Business Development, Marketing, Project Management, Venture Capital, Finance, CRM, Forecasting, Cross-functional Team..., Business Intelligence, Analysis, Consulting, Strategic Financial..., Product Marketing, Enterprise Software, Outsourcing, Private Equity, Management Consulting, Acquisition Integration, Corporate Development, Competitive Analysis, Marketing Strategy, Turn Around Management, Divestitures, Strategic Partnerships
Education
Northeastern University 2003 — 2004
MBA
Boston College 2002 — 2003
MS
Texas State University - San Marcos 1999 — 2001
BBA
Empirical Networks January 2015 - Present
Empire Valet Trash, Inc. January 2014 - Present
Yellow Brick December 2011 - Present
United Copper Industries December 2011 - July 2014
Conway MacKenzie, Inc. October 2008 - October 2011
Woodforest National Bank September 2005 - September 2008
Hanover Consulting May 2002 - September 2008
XRoads Solutions Group January 2005 - August 2005
PerkinElmer September 2004 - December 2004
NetSilicon, Inc May 2003 - October 2004
Skills
Strategic Planning, Restructuring, Start-ups, Negotiation, Business Strategy, Corporate Finance, Strategic Sourcing, Crisis Management, Business Valuation, Financial Modeling, Valuation, Business Planning, Financial Analysis, Due Diligence, Mergers, Banking, Budgeting, Leadership, Mergers & Acquisitions, Budgets, Entrepreneurship, Project Planning, Executive Management, Strategy, Training, Management, Business Development, Marketing, Project Management, Venture Capital, Finance, CRM, Forecasting, Cross-functional Team..., Business Intelligence, Analysis, Consulting, Strategic Financial..., Product Marketing, Enterprise Software, Outsourcing, Private Equity, Management Consulting, Acquisition Integration, Corporate Development, Competitive Analysis, Marketing Strategy, Turn Around Management, Divestitures, Strategic Partnerships
Education
Northeastern University 2003 — 2004
MBA
Boston College 2002 — 2003
MS
Texas State University - San Marcos 1999 — 2001
BBA
Joe D'Angelo Joe D'Angelo's XRoads Solutions Group Experience May 2009 - September 2012
Job
Industry Management Consulting
Experience
Carl Marks Advisors September 2012 - Present
XRoads Solutions Group May 2009 - September 2012
Ripple Enterprises, Inc. d/b/a Booeep November 2006 - April 2009
Platinum Equity LLC 2005 - 2006
Alvarez & Marsal, LLC 2001 - 2005
Rhythms NetConnections, Inc. 1997 - 2001
Sprint Corporation 1992 - 1997
Skills
Corporate Finance, Venture Capital, Mergers, Due Diligence, Corporate Development, Valuation, Start-ups, Business Valuation, Business Strategy, Investor Relations, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Concentrations in Finance, Accounting and Strategic Management
Columbia University in the City of New York 1984 — 1988
BA, Minors in Philosophy and Comp. Lit.
Carl Marks Advisors September 2012 - Present
XRoads Solutions Group May 2009 - September 2012
Ripple Enterprises, Inc. d/b/a Booeep November 2006 - April 2009
Platinum Equity LLC 2005 - 2006
Alvarez & Marsal, LLC 2001 - 2005
Rhythms NetConnections, Inc. 1997 - 2001
Sprint Corporation 1992 - 1997
Skills
Corporate Finance, Venture Capital, Mergers, Due Diligence, Corporate Development, Valuation, Start-ups, Business Valuation, Business Strategy, Investor Relations, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Concentrations in Finance, Accounting and Strategic Management
Columbia University in the City of New York 1984 — 1988
BA, Minors in Philosophy and Comp. Lit.
Carl Watson Carl Watson's XRoads Solutions Group Experience 2004 - 2006
Job Director, Project Specialist at Six Sigma Solutions LLC
Industry Management Consulting
Experience
Six Sigma Solutions LLC January 2006 - Present
XRoads Solutions Group 2004 - 2006
Independent Contractor / Consultant 2001 - 2004
MTSI Moseley Technical Services Inc. 1996 - 2001
SUMMA Technologies Inc. 1992 - 1996
United Technologies Pratt & Whitney Advanced Systems Divison 1982 - 1992
Skills
Machining, Manufacturing..., Lean Manufacturing, Program Management, Management, Project Management, Manufacturing..., Industrial Engineering, Manufacturing Operations, CNC manufacturing, Six Sigma Master Black..., Director or Operations, Vice Presidents, Lean Tools, MS Project, Project Planning, Project Engineering, Proposal Leadership, Proposal Generation, Material Handling..., Negotiation, Strategic Planning, Microsoft Office, SAP Implementation, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Budgets, Public Speaking, TQM, Continuous Improvement
Education
Villanova University 2003 — 2005
Master's Certification's, Master Black Belt Six Sigma; Certified Lean Master Black Belt
Athens State University 1986 — 1991
Bachelor of Science (B.S.), Engineering/Industrial Management, 3.87 GPA
Six Sigma Solutions LLC January 2006 - Present
XRoads Solutions Group 2004 - 2006
Independent Contractor / Consultant 2001 - 2004
MTSI Moseley Technical Services Inc. 1996 - 2001
SUMMA Technologies Inc. 1992 - 1996
United Technologies Pratt & Whitney Advanced Systems Divison 1982 - 1992
Skills
Machining, Manufacturing..., Lean Manufacturing, Program Management, Management, Project Management, Manufacturing..., Industrial Engineering, Manufacturing Operations, CNC manufacturing, Six Sigma Master Black..., Director or Operations, Vice Presidents, Lean Tools, MS Project, Project Planning, Project Engineering, Proposal Leadership, Proposal Generation, Material Handling..., Negotiation, Strategic Planning, Microsoft Office, SAP Implementation, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Budgets, Public Speaking, TQM, Continuous Improvement
Education
Villanova University 2003 — 2005
Master's Certification's, Master Black Belt Six Sigma; Certified Lean Master Black Belt
Athens State University 1986 — 1991
Bachelor of Science (B.S.), Engineering/Industrial Management, 3.87 GPA
Andy Rosenthal's XRoads Solutions Group Experience June 2007 - July 2008
Job Business Development at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2014 - Present
Eze Castle Software July 2008 - January 2014
XRoads Solutions Group June 2007 - July 2008
Skills
Equities, Trading, Trading Systems, Hedge Funds, Asset Management, Fixed Income, Electronic Trading, Derivatives, Bloomberg, Series 7, Financial Markets
Education
Northeastern University 2002 — 2007
Staples High School
Eze Software Group January 2014 - Present
Eze Castle Software July 2008 - January 2014
XRoads Solutions Group June 2007 - July 2008
Skills
Equities, Trading, Trading Systems, Hedge Funds, Asset Management, Fixed Income, Electronic Trading, Derivatives, Bloomberg, Series 7, Financial Markets
Education
Northeastern University 2002 — 2007
Staples High School
Vipul Adlakha Vipul Adlakha's XRoads Solutions Group Experience January 2007 - January 2009
Job Experienced Finance, Operations and Turnaround Executive
Industry Financial Services
Experience
Deloitte Financial Advisory Services April 2012 - Present
CRG Partners Group LLC January 2009 - April 2012
XRoads Solutions Group January 2007 - January 2009
Deloitte Consulting July 2004 - January 2007
Sabre Corporation June 2003 - August 2003
Infosys Technologies Ltd February 1999 - July 2002
Herdillia Chemicals Ltd. July 1997 - January 1999
Skills
Financial Planning,..., Balance Sheet..., Liquidity and Working..., M&A including Executing..., Strategic Business..., Profitability..., EBITDA Improvement and..., Revenue Enhancements, Deal structuring and..., Strategic Planning
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Nagpur University 1993 — 1997
BS
CFA Institute
CFA Candidate
Deloitte Financial Advisory Services April 2012 - Present
CRG Partners Group LLC January 2009 - April 2012
XRoads Solutions Group January 2007 - January 2009
Deloitte Consulting July 2004 - January 2007
Sabre Corporation June 2003 - August 2003
Infosys Technologies Ltd February 1999 - July 2002
Herdillia Chemicals Ltd. July 1997 - January 1999
Skills
Financial Planning,..., Balance Sheet..., Liquidity and Working..., M&A including Executing..., Strategic Business..., Profitability..., EBITDA Improvement and..., Revenue Enhancements, Deal structuring and..., Strategic Planning
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Nagpur University 1993 — 1997
BS
CFA Institute
CFA Candidate
Gabe Fried Gabe Fried's XRoads Solutions Group Experience October 2005 - October 2006
Job CEO at Hilco Streambank
Industry Management Consulting
Experience
Hilco Streambank September 2011 - Present
Streambank LLC October 2006 - August 2011
XRoads Solutions Group October 2005 - October 2006
The Fried Group January 2004 - October 2005
IP Recovery January 2002 - January 2004
Gordon Brothers 2001 - 2002
Epesi Technologies 2000 - 2001
Toysmart 1999 - 2000
Skills
Valuation, Portfolio Management, Debt, Business, Due Diligence, Financial Modeling, Private Equity, Restructuring, Mergers, Venture Capital, Intellectual Property..., Auctions, IPv4, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Strategic Planning, Investment Banking, Finance, Business Strategy, Start-ups, Intellectual Property, Business Development, Licensing, Forecasting, Negotiation, Business Planning, Marketing Strategy, Analysis, Entrepreneurship, Joint Ventures, Market Research, Strategic Partnerships, Executive Management, Competitive Analysis, Management Consulting, Marketing, Turn Around Management, Corporate Finance, Acquisition Integration, Strategic Consulting, Strategic Financial..., Investments, Emerging Markets, Intangible Assets
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Masters, Economics, PhD Candidate
University of Massachusetts 1989 — 1995
Bachelor's, Economics
University of Massachusetts, Amherst 1992 — 1995
BA, Economics
University of Massachusetts, Amherst 1992 — 1995
Bachelor of Arts, Economics
Lexington High School 1984 — 1988
Hilco Streambank September 2011 - Present
Streambank LLC October 2006 - August 2011
XRoads Solutions Group October 2005 - October 2006
The Fried Group January 2004 - October 2005
IP Recovery January 2002 - January 2004
Gordon Brothers 2001 - 2002
Epesi Technologies 2000 - 2001
Toysmart 1999 - 2000
Skills
Valuation, Portfolio Management, Debt, Business, Due Diligence, Financial Modeling, Private Equity, Restructuring, Mergers, Venture Capital, Intellectual Property..., Auctions, IPv4, Financial Analysis, Mergers & Acquisitions, Strategy, Management, Strategic Planning, Investment Banking, Finance, Business Strategy, Start-ups, Intellectual Property, Business Development, Licensing, Forecasting, Negotiation, Business Planning, Marketing Strategy, Analysis, Entrepreneurship, Joint Ventures, Market Research, Strategic Partnerships, Executive Management, Competitive Analysis, Management Consulting, Marketing, Turn Around Management, Corporate Finance, Acquisition Integration, Strategic Consulting, Strategic Financial..., Investments, Emerging Markets, Intangible Assets
Education
University of Illinois at Urbana-Champaign 1995 — 1999
Masters, Economics, PhD Candidate
University of Massachusetts 1989 — 1995
Bachelor's, Economics
University of Massachusetts, Amherst 1992 — 1995
BA, Economics
University of Massachusetts, Amherst 1992 — 1995
Bachelor of Arts, Economics
Lexington High School 1984 — 1988
Gina Farinich's XRoads Solutions Group Experience 2001 - May 2007
Job Global 500 Account Manager Windows Management Dell Software
Industry Computer Software
Experience
Dell April 2011 - Present
Quest Software June 2007 - March 2011
XRoads Solutions Group 2001 - May 2007
J.D. Edwards 1998 - 2001
Frito Lay 1995 - 1998
Skills
Solution Selling, Identity Management, Active Directory, Microsoft Exchange, Migration Projects, Professional Services, Marketing Management, Marketing Strategy, Event Management, Sales, Enterprise Software, Marketing, Direct Sales, Sales Operations, Sales Enablement, SaaS, Salesforce.com, Management, Lead Generation, Cloud Computing, Demand Generation, Sales Process, Software Industry, Account Management
Education
California State University-Northridge 1984 — 1991
BS, Marketing, Family Environmental Science
Dell April 2011 - Present
Quest Software June 2007 - March 2011
XRoads Solutions Group 2001 - May 2007
J.D. Edwards 1998 - 2001
Frito Lay 1995 - 1998
Skills
Solution Selling, Identity Management, Active Directory, Microsoft Exchange, Migration Projects, Professional Services, Marketing Management, Marketing Strategy, Event Management, Sales, Enterprise Software, Marketing, Direct Sales, Sales Operations, Sales Enablement, SaaS, Salesforce.com, Management, Lead Generation, Cloud Computing, Demand Generation, Sales Process, Software Industry, Account Management
Education
California State University-Northridge 1984 — 1991
BS, Marketing, Family Environmental Science
H. Andrew Thornburg H. Andrew Thornburg's XRoads Solutions Group Experience June 2006 - March 2008
Job President Thornburg & Co., Inc.
Industry Financial Services
Experience
Thornburg & Co., Inc. January 1994 - Present
XRoads Solutions Group June 2006 - March 2008
Taurus Capital Group, Inc. September 1998 - November 2001
Kibel, Green Inc. November 1994 - June 1997
Bridgewater Resources Corp. September 1987 - December 1993
Kidd, Kamm & Co. June 1986 - August 1989
Crocker National Bank February 1986 - May 1986
Security Pacific Capital Markets Group, Inc. July 1977 - January 1986
The Ralph M. Parsons Company July 1967 - June 1977
Education
Harvard Business School 1994 — 1994
AMP
New York University 1970 — 1972
MBA
UCLA 1966 — 1967
MS
University of Wisconsin 1961 — 1966
BS
Tecnológico de Monterrey 1963 — 1964
Pascack Valley
Thornburg & Co., Inc. January 1994 - Present
XRoads Solutions Group June 2006 - March 2008
Taurus Capital Group, Inc. September 1998 - November 2001
Kibel, Green Inc. November 1994 - June 1997
Bridgewater Resources Corp. September 1987 - December 1993
Kidd, Kamm & Co. June 1986 - August 1989
Crocker National Bank February 1986 - May 1986
Security Pacific Capital Markets Group, Inc. July 1977 - January 1986
The Ralph M. Parsons Company July 1967 - June 1977
Education
Harvard Business School 1994 — 1994
AMP
New York University 1970 — 1972
MBA
UCLA 1966 — 1967
MS
University of Wisconsin 1961 — 1966
BS
Tecnológico de Monterrey 1963 — 1964
Pascack Valley
Daniel Phung's XRoads Solutions Group Experience 2001 - 2004
Job Strategy and Business Operations Leader
Industry Internet
Experience
Yahoo! 2010 - Present
Buy.com 2006 - 2010
AOL June 2005 - August 2005
Xroads Solutions Group 2001 - 2004
J.P. Morgan Chase & Co. 2000 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Whitney High School 1992 — 1996
Yahoo! 2010 - Present
Buy.com 2006 - 2010
AOL June 2005 - August 2005
Xroads Solutions Group 2001 - 2004
J.P. Morgan Chase & Co. 2000 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Whitney High School 1992 — 1996
Joe Rosen's XRoads Solutions Group Experience November 2008 - October 2012
Job
Industry Financial Services
Experience
PacerMonitor.com June 2011 - Present
XRoads Solutions Group November 2008 - October 2012
Goldman Sachs June 2003 - October 2008
Pfizer Pharmaceuticals September 2001 - July 2003
PricewaterhouseCoopers June 1998 - September 2000
Skills
Financial Modeling, Business Planning, Valuation, Forecasting, Cash Flow, Budget, Due Diligence, Restructuring, Private Equity, Venture Capital, Corporate Finance, Mergers, Debt, Equities, Start-ups, Financial Analysis, Investment Banking, Business Valuation, Finance, Entrepreneurship, PACER, Computer Science, Mergers & Acquisitions, Cash Management, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 2000 — 2003
MS, Computer Science
Columbia University in the City of New York 1994 — 1998
BS, Computer Science
Suncoast
Suncoast
PacerMonitor.com June 2011 - Present
XRoads Solutions Group November 2008 - October 2012
Goldman Sachs June 2003 - October 2008
Pfizer Pharmaceuticals September 2001 - July 2003
PricewaterhouseCoopers June 1998 - September 2000
Skills
Financial Modeling, Business Planning, Valuation, Forecasting, Cash Flow, Budget, Due Diligence, Restructuring, Private Equity, Venture Capital, Corporate Finance, Mergers, Debt, Equities, Start-ups, Financial Analysis, Investment Banking, Business Valuation, Finance, Entrepreneurship, PACER, Computer Science, Mergers & Acquisitions, Cash Management, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Corporate Finance
Columbia University in the City of New York 2000 — 2003
MS, Computer Science
Columbia University in the City of New York 1994 — 1998
BS, Computer Science
Suncoast
Suncoast
Fei Zhang's XRoads Solutions Group Experience April 2007 - May 2008
Job Risk Manager at American Express
Industry Financial Services
Experience
Capital One June 2010 - April 2011
XRoads Solutions Group April 2007 - May 2008
Pfizer July 2005 - April 2007
Accenture August 1998 - August 2002
Skills
Strategy, Financial Analysis, Finance, Business Strategy, Cross-functional Team..., Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Finance
Louisiana State University 1995 — 1998
BS, Engineering
Capital One June 2010 - April 2011
XRoads Solutions Group April 2007 - May 2008
Pfizer July 2005 - April 2007
Accenture August 1998 - August 2002
Skills
Strategy, Financial Analysis, Finance, Business Strategy, Cross-functional Team..., Analysis
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA, Finance
Louisiana State University 1995 — 1998
BS, Engineering
Ann-Casey Campagnolo's XRoads Solutions Group Experience January 2006 - December 2007
Job
Industry Management Consulting
Experience
dunnhumby January 2012 - Present
dunnhumby August 2010 - January 2012
PwC Retail Consulting Services (formerly Karabus Management) January 2008 - August 2010
XRoads Solutions Group January 2006 - December 2007
Saks Fifth Avenue Enterprises June 1998 - January 2006
Saks Fifth Avenue August 1996 - June 1998
Bloomingdale's July 1995 - August 1996
Skills
Retail, Merchandising, Strategic Planning, Marketing Strategy, Pricing, Business Strategy, Analytics, Competitive Analysis, Customer Insight, Forecasting, Leadership, Strategy
Education
University of Maryland College Park 1990 — 1995
BS
dunnhumby January 2012 - Present
dunnhumby August 2010 - January 2012
PwC Retail Consulting Services (formerly Karabus Management) January 2008 - August 2010
XRoads Solutions Group January 2006 - December 2007
Saks Fifth Avenue Enterprises June 1998 - January 2006
Saks Fifth Avenue August 1996 - June 1998
Bloomingdale's July 1995 - August 1996
Skills
Retail, Merchandising, Strategic Planning, Marketing Strategy, Pricing, Business Strategy, Analytics, Competitive Analysis, Customer Insight, Forecasting, Leadership, Strategy
Education
University of Maryland College Park 1990 — 1995
BS
Aphay Liu's XRoads Solutions Group Experience March 2005 - May 2012
Job Sr. Analyst, Commodity Management at United Technologies
Industry Financial Services
Experience
United Technologies September 2013 - Present
XRoads Solutions Group March 2005 - May 2012
Mercer Staffing June 2004 - March 2005
Staffaide April 2003 - June 2004
Skills
Due Diligence, Restructuring, Mergers, Bankruptcy, Valuation, Financial Modeling
Education
University of Southern California - Marshall School of Business 2001 — 2004
MBA, Finance and Marketing
University of California, Los Angeles 1993 — 1997
United Technologies September 2013 - Present
XRoads Solutions Group March 2005 - May 2012
Mercer Staffing June 2004 - March 2005
Staffaide April 2003 - June 2004
Skills
Due Diligence, Restructuring, Mergers, Bankruptcy, Valuation, Financial Modeling
Education
University of Southern California - Marshall School of Business 2001 — 2004
MBA, Finance and Marketing
University of California, Los Angeles 1993 — 1997
Pamela O'Neill's XRoads Solutions Group Experience 2003 - 2007
Job Managing Director at Gavin/Solmonese
Industry Management Consulting
Experience
Grant Thornton LLP June 2011 - August 2014
AlixPartners LLP 2007 - October 2011
XRoads Solutions Group 2003 - 2007
Deloitte 1992 - 2002
Skills
Restructuring, Business Valuation, Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions
Education
Lehigh University 1990 — 1992
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Grant Thornton LLP June 2011 - August 2014
AlixPartners LLP 2007 - October 2011
XRoads Solutions Group 2003 - 2007
Deloitte 1992 - 2002
Skills
Restructuring, Business Valuation, Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions
Education
Lehigh University 1990 — 1992
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Paul Chin's XRoads Solutions Group Experience 2010 - 2013
Job Senior Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting 2015 - Present
Grandpoint Bank 2013 - 2014
XRoads Solutions Group 2010 - 2013
Silicon Valley Bank May 2008 - January 2010
Marshall Financial Group August 2004 - January 2008
Skills
Corporate Finance, Debt Restructuring, Financial Analysis, Financial Modeling, Operational Turnaround, Valuation, Solvency, Debt & Equity Financing, Credit Analysis, Commercial Lending, Commercial Real Estate..., Renewable Energy, Mergers & Acquisitions, Alternative Fuels, Venture Financing, Venture Capital, Syndications, Business Valuation, Leveraged Finance, Due Diligence, Corporate Development, Restructuring, Project Finance, Acquisitions, Commercial Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Riverside
BS, Business Administration
FTI Consulting 2015 - Present
Grandpoint Bank 2013 - 2014
XRoads Solutions Group 2010 - 2013
Silicon Valley Bank May 2008 - January 2010
Marshall Financial Group August 2004 - January 2008
Skills
Corporate Finance, Debt Restructuring, Financial Analysis, Financial Modeling, Operational Turnaround, Valuation, Solvency, Debt & Equity Financing, Credit Analysis, Commercial Lending, Commercial Real Estate..., Renewable Energy, Mergers & Acquisitions, Alternative Fuels, Venture Financing, Venture Capital, Syndications, Business Valuation, Leveraged Finance, Due Diligence, Corporate Development, Restructuring, Project Finance, Acquisitions, Commercial Banking, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Riverside
BS, Business Administration
Steve Eisman's XRoads Solutions Group Experience May 2006 - May 2008
Job Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - Present
Walt Disney Company September 2008 - March 2012
XRoads Solutions Group May 2006 - May 2008
State Street IMS November 2002 - November 2005
Skills
Forecasting, General Ledger, Financial Modeling, Trend Analysis, Accruals, Account Reconciliation, Financial Analysis, Budgeting, Cash Flow, Valuation, Journal Entries, Financial Reporting, Accounting, Reconciliation, Excel, Strategic Planning, Analysis, Corporate Finance, Analytics, Budgets, Microsoft Excel, Financial Accounting, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration, 3.8
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management Economics
Notre Dame High School
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - Present
Walt Disney Company September 2008 - March 2012
XRoads Solutions Group May 2006 - May 2008
State Street IMS November 2002 - November 2005
Skills
Forecasting, General Ledger, Financial Modeling, Trend Analysis, Accruals, Account Reconciliation, Financial Analysis, Budgeting, Cash Flow, Valuation, Journal Entries, Financial Reporting, Accounting, Reconciliation, Excel, Strategic Planning, Analysis, Corporate Finance, Analytics, Budgets, Microsoft Excel, Financial Accounting, Strategic Financial...
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration, 3.8
University of California, Santa Cruz 1998 — 2002
Bachelor of Arts, Business Management Economics
Notre Dame High School
Jamie Chronister's XRoads Solutions Group Experience January 2005 - September 2008
Job Director at Conway MacKenzie, Inc.
Industry Financial Services
Experience
Conway MacKenzie, Inc. October 2008 - Present
XRoads Solutions Group January 2005 - September 2008
R&W Supply, Inc. February 2004 - February 2005
Pedro's Tamales May 2002 - December 2003
KPMG 1997 - 1999
Skills
Restructuring, Due Diligence, Financial Analysis, Mergers, Valuation, Financial Modeling, Cash Flow, Management Consulting, Risk Management, Corporate Finance, Cash Management, Acquisition Integration, Acquisitions, Internal Controls, Financial Reporting, Accounting, Managerial Finance, Business Valuation, Venture Capital, Mergers & Acquisitions, Finance, Bankruptcy, Forensic Accounting, SEC filings, Cash Flow Forecasting, SEC Filings
Education
Texas Tech University 1992 — 1996
BBA, Accounting
Texas Tech University - Rawls College of Business 1992 — 1996
Conway MacKenzie, Inc. October 2008 - Present
XRoads Solutions Group January 2005 - September 2008
R&W Supply, Inc. February 2004 - February 2005
Pedro's Tamales May 2002 - December 2003
KPMG 1997 - 1999
Skills
Restructuring, Due Diligence, Financial Analysis, Mergers, Valuation, Financial Modeling, Cash Flow, Management Consulting, Risk Management, Corporate Finance, Cash Management, Acquisition Integration, Acquisitions, Internal Controls, Financial Reporting, Accounting, Managerial Finance, Business Valuation, Venture Capital, Mergers & Acquisitions, Finance, Bankruptcy, Forensic Accounting, SEC filings, Cash Flow Forecasting, SEC Filings
Education
Texas Tech University 1992 — 1996
BBA, Accounting
Texas Tech University - Rawls College of Business 1992 — 1996
Denise Quartermaine's XRoads Solutions Group Experience August 2004 - January 2007
Job Litigation Associate at Shanberg, Stafford & Bartz LLP
Industry Law Practice
Experience
Shanberg, Stafford & Bartz LLP November 2014 - Present
Otten Law, PC December 2013 - November 2014
Otten & Joyce, LLP May 2012 - August 2012
Santa Monica Baykeeper June 2011 - August 2011
Kinecta Federal Credit Union January 2007 - August 2008
XRoads Solutions Group August 2004 - January 2007
Rogers & Cowan September 1998 - October 2001
Skills
Public Relations, Event Planning, Environmental Law, Marketing, Westlaw, Courts, Lexis, Employment Law, Legal Research, Community Outreach, Trials, Litigation, Legal Writing, Civil Litigation, Commercial Litigation
Education
Whittier Law School 2010 — 2013
Doctor of Law (J.D.), Certificate in Environmental Law, Dean's Merit Scholarship, Cum Laude
Emory University 1992 — 1996
Shanberg, Stafford & Bartz LLP November 2014 - Present
Otten Law, PC December 2013 - November 2014
Otten & Joyce, LLP May 2012 - August 2012
Santa Monica Baykeeper June 2011 - August 2011
Kinecta Federal Credit Union January 2007 - August 2008
XRoads Solutions Group August 2004 - January 2007
Rogers & Cowan September 1998 - October 2001
Skills
Public Relations, Event Planning, Environmental Law, Marketing, Westlaw, Courts, Lexis, Employment Law, Legal Research, Community Outreach, Trials, Litigation, Legal Writing, Civil Litigation, Commercial Litigation
Education
Whittier Law School 2010 — 2013
Doctor of Law (J.D.), Certificate in Environmental Law, Dean's Merit Scholarship, Cum Laude
Emory University 1992 — 1996
Eric Bradford's XRoads Solutions Group Experience August 2000 - December 2001
Job Senior Director at Alvarez and Marsal
Industry Management Consulting
Experience
Alvarez and Marsal December 2001 - Present
XRoads Solutions Group August 2000 - December 2001
Arthur Andersen, LLP December 1997 - August 2000
Education
Arizona State University 1994 — 1998
BS, Accountancy, Finance
Alvarez and Marsal December 2001 - Present
XRoads Solutions Group August 2000 - December 2001
Arthur Andersen, LLP December 1997 - August 2000
Education
Arizona State University 1994 — 1998
BS, Accountancy, Finance
Kate Ruecker's XRoads Solutions Group Experience September 2005 - August 2006
Job Paralegal seeking next opportunity
Industry Legal Services
Experience
Cohen, McNeile & Pappas September 2006 - June 2013
XRoads Solutions Group September 2005 - August 2006
The Katz Law Firm June 2003 - August 2005
Kansas University Medical Center July 2002 - June 2003
Skills
Litigation, Credit Cards, Real Estate, Legal Research, Civil Litigation, Legal Writing, Courts, Legal Assistance, Trial Practice, Public Speaking, Legal Issues, Medical Malpractice, Bankruptcy, Criminal Law, Appeals, Trials
Education
William Jewell College 1996 — 2000
Bachelors of Science, Business Administration
Johnson County Community College 2002 — 2003
Post-Secondary Paralegal Certificate, Legal Assistant/Paralegal, 4.0 GPA
Cohen, McNeile & Pappas September 2006 - June 2013
XRoads Solutions Group September 2005 - August 2006
The Katz Law Firm June 2003 - August 2005
Kansas University Medical Center July 2002 - June 2003
Skills
Litigation, Credit Cards, Real Estate, Legal Research, Civil Litigation, Legal Writing, Courts, Legal Assistance, Trial Practice, Public Speaking, Legal Issues, Medical Malpractice, Bankruptcy, Criminal Law, Appeals, Trials
Education
William Jewell College 1996 — 2000
Bachelors of Science, Business Administration
Johnson County Community College 2002 — 2003
Post-Secondary Paralegal Certificate, Legal Assistant/Paralegal, 4.0 GPA
Patricia Wood's XRoads Solutions Group Experience 2002 - 2006
Job Litigation and Forensics/Fraud Consultant at Meara Welch Browne, P.C.
Industry Financial Services
Experience
UMKC 2014 - Present
Meara Welch Browne, P.C. 2014 - Present
Financial Forensic Associates LLC June 2012 - 2014
CBIZ MHM, LLC 2011 - June 2012
Mesirow Financial 2006 - 2011
XRoads Solutions Group 2002 - 2006
CBIZ 1997 - 2002
BKD CPAs & Advisors 1993 - 1995
Skills
Forensic Accounting, Certified Fraud Examiner, Business Valuation, CPA, Financial Analysis, Financial Statements, Litigation Consulting, Forensic Analysis, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Financial Modeling, Litigation Support, US GAAP, Financial Reporting, Expert Witness, Auditing, Due Diligence, SEC filings, Valuation, Assurance
Education
Emporia State University
BSBA, Accounting
University of Missouri-Kansas City
Master's Degree, Accounting
UMKC 2014 - Present
Meara Welch Browne, P.C. 2014 - Present
Financial Forensic Associates LLC June 2012 - 2014
CBIZ MHM, LLC 2011 - June 2012
Mesirow Financial 2006 - 2011
XRoads Solutions Group 2002 - 2006
CBIZ 1997 - 2002
BKD CPAs & Advisors 1993 - 1995
Skills
Forensic Accounting, Certified Fraud Examiner, Business Valuation, CPA, Financial Analysis, Financial Statements, Litigation Consulting, Forensic Analysis, Accounting, Internal Controls, GAAP, Sarbanes-Oxley Act, Tax, Financial Modeling, Litigation Support, US GAAP, Financial Reporting, Expert Witness, Auditing, Due Diligence, SEC filings, Valuation, Assurance
Education
Emporia State University
BSBA, Accounting
University of Missouri-Kansas City
Master's Degree, Accounting
Jeff Truitt's XRoads Solutions Group Experience 2007 - May 2013
Job Senior Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting June 2013 - Present
XRoads Solutions Group 2007 - May 2013
Mesirow Financial Consulting 2004 - 2007
KPMG (Corporate Restructuring) 2000 - 2004
Arthur Andersen (Corporate Restructuring) 1990 - 2000
Skills
Restructuring, Chapter 11, Divestitures, Business Valuation, Private Equity, Due Diligence, Valuation, Debt Restructuring, Mergers & Acquisitions, Acquisition Integration, Corporate Development, LBO, Financial Modeling
Education
UCLA Anderson School of Management 1986 — 1988
Master of Business Administration (MBA), Finance
UCLA 1979 — 1984
Bachelor's degree, Economics
FTI Consulting June 2013 - Present
XRoads Solutions Group 2007 - May 2013
Mesirow Financial Consulting 2004 - 2007
KPMG (Corporate Restructuring) 2000 - 2004
Arthur Andersen (Corporate Restructuring) 1990 - 2000
Skills
Restructuring, Chapter 11, Divestitures, Business Valuation, Private Equity, Due Diligence, Valuation, Debt Restructuring, Mergers & Acquisitions, Acquisition Integration, Corporate Development, LBO, Financial Modeling
Education
UCLA Anderson School of Management 1986 — 1988
Master of Business Administration (MBA), Finance
UCLA 1979 — 1984
Bachelor's degree, Economics
Orietta E. Ramirez's XRoads Solutions Group Experience 2006 - 2007
Job Bilingual Lawyer, HR & Project Manager, Compliance and Information Security Specialist
Industry Human Resources
Experience
Pay Governance LLC February 2010 - Present
Entertainment Firm (Privately-Held) August 2009 - December 2009
Citi Group August 2007 - December 2008
XRoads Solutions Group 2006 - 2007
CFC Capital LLC 1998 - 2006
Skills
Change Management, Organizational..., Performance Management, Management Consulting, Strategic Planning, Team Building, Project Management, Talent Management, Leadership, Management, Cross-functional Team..., Human Resources, Start-ups, Team Leadership, Business Development, Executive Management, Leadership Development, Vendor Management, Cross Functional Team..., New Business Development, Integration, Training, Recruiting, Data Analysis, Public Speaking, Strategy, Deferred Compensation, Business Strategy, Organizational Design, Business Process..., Mergers & Acquisitions, Program Management, Consulting, Personnel Management, Process Improvement, Governance, HR Consulting, Outsourcing, Executive Coaching, Coaching, CRM, Employee Relations, Employee Engagement, Employee Training, Talent Acquisition, Sourcing, Interviews, Time Management, Technical Recruiting, Organizational...
Education
Brooklyn Law School
JD
Fordham University
BA
Pay Governance LLC February 2010 - Present
Entertainment Firm (Privately-Held) August 2009 - December 2009
Citi Group August 2007 - December 2008
XRoads Solutions Group 2006 - 2007
CFC Capital LLC 1998 - 2006
Skills
Change Management, Organizational..., Performance Management, Management Consulting, Strategic Planning, Team Building, Project Management, Talent Management, Leadership, Management, Cross-functional Team..., Human Resources, Start-ups, Team Leadership, Business Development, Executive Management, Leadership Development, Vendor Management, Cross Functional Team..., New Business Development, Integration, Training, Recruiting, Data Analysis, Public Speaking, Strategy, Deferred Compensation, Business Strategy, Organizational Design, Business Process..., Mergers & Acquisitions, Program Management, Consulting, Personnel Management, Process Improvement, Governance, HR Consulting, Outsourcing, Executive Coaching, Coaching, CRM, Employee Relations, Employee Engagement, Employee Training, Talent Acquisition, Sourcing, Interviews, Time Management, Technical Recruiting, Organizational...
Education
Brooklyn Law School
JD
Fordham University
BA
Rick Fruechtenicht's XRoads Solutions Group Experience 2000 - 2003
Job Business Solutions/Process Engineer at WilliamsSonoma, Inc.
Industry Financial Services
Experience
Williams-Sonoma, Inc. November 2014 - Present
ARC Industries, Inc April 2014 - Present
MedAssets April 2012 - November 2014
MedAssets March 2011 - April 2012
Mayfield Signature Homes July 2010 - April 2011
CRG Partners Group LLC January 2009 - May 2010
RWF Enterprises, LLC 2004 - 2008
XRoads Solutions Group 2000 - 2003
UPS Logistics 2000 - 2000
Skills
Process Improvement, Financial Analysis, Due Diligence, Financial Modeling, Change Management, Performance Improvement, Forecasting, Business Process..., Strategy, Business Intelligence, Business Analysis, Cross-functional Team..., Management, Leadership, Risk Management, Contract Negotiation, Program Management, CRM, Finance
Education
University of Georgia - Terry College of Business 2014 — 2014
Lean Six Sigma Green Belt
Georgia Institute of Technology 2012 — 2012
Lean
University of Alabama 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Chattahoochee High School
Wilton High School
Williams-Sonoma, Inc. November 2014 - Present
ARC Industries, Inc April 2014 - Present
MedAssets April 2012 - November 2014
MedAssets March 2011 - April 2012
Mayfield Signature Homes July 2010 - April 2011
CRG Partners Group LLC January 2009 - May 2010
RWF Enterprises, LLC 2004 - 2008
XRoads Solutions Group 2000 - 2003
UPS Logistics 2000 - 2000
Skills
Process Improvement, Financial Analysis, Due Diligence, Financial Modeling, Change Management, Performance Improvement, Forecasting, Business Process..., Strategy, Business Intelligence, Business Analysis, Cross-functional Team..., Management, Leadership, Risk Management, Contract Negotiation, Program Management, CRM, Finance
Education
University of Georgia - Terry College of Business 2014 — 2014
Lean Six Sigma Green Belt
Georgia Institute of Technology 2012 — 2012
Lean
University of Alabama 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Chattahoochee High School
Wilton High School
Bryan Gaston's XRoads Solutions Group Experience March 2005 - November 2008
Job Managing Director at Conway MacKenzie, Inc.
Industry Financial Services
Experience
Conway MacKenzie, Inc. June 2012 - Present
AlixPartners November 2008 - June 2012
XRoads Solutions Group March 2005 - November 2008
Skills
CPA, Restructuring, Financial Analysis, Financial Modeling, Forensic Accounting, Cash Flow, Divestitures, Mergers & Acquisitions, Financial Reporting, Accounting, Auditing, Litigation Support
Education
Kellogg School of Management (Northwestern University) 2000 — 2004
Master of Business Administration (M.B.A.), Finance and Strategy
Texas A&M University 1993 — 1994
Master's degree, Accounting
Texas A&M University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Conway MacKenzie, Inc. June 2012 - Present
AlixPartners November 2008 - June 2012
XRoads Solutions Group March 2005 - November 2008
Skills
CPA, Restructuring, Financial Analysis, Financial Modeling, Forensic Accounting, Cash Flow, Divestitures, Mergers & Acquisitions, Financial Reporting, Accounting, Auditing, Litigation Support
Education
Kellogg School of Management (Northwestern University) 2000 — 2004
Master of Business Administration (M.B.A.), Finance and Strategy
Texas A&M University 1993 — 1994
Master's degree, Accounting
Texas A&M University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Matt Whitaker's XRoads Solutions Group Experience July 2011 - December 2011
Job EVP/COO Castleman Power Systems
Industry Oil & Energy
Experience
G2X Energy January 2012 - June 2014
Acrux Energy, LLC 2010 - January 2012
XRoads Solutions Group July 2011 - December 2011
Synthesis Energy Systems March 2007 - January 2010
Priest River Ltd 2004 - 2007
Three Cities Research 2003 - 2004
Electrical Technologies, Inc. 1991 - 2003
Skills
Energy, Mergers & Acquisitions, Management, Leadership, Business Development, Contract Negotiation, Strategic Planning, Consulting, Business Strategy, Due Diligence, Venture Capital, Mergers, Entrepreneurship, Petroleum, New Business Development, Cross-functional Team..., Portfolio Management, Manufacturing, Sustainability, Engineering, Budgets, Operations Management, Private Equity, Restructuring, Finance
Education
Rochester Institute of Technology
Master of Science, Enviromental, Health and Safty Management
Rochester Institute of Technology
Bachelor of Science, Applied Arts & Science, with High Honors
G2X Energy January 2012 - June 2014
Acrux Energy, LLC 2010 - January 2012
XRoads Solutions Group July 2011 - December 2011
Synthesis Energy Systems March 2007 - January 2010
Priest River Ltd 2004 - 2007
Three Cities Research 2003 - 2004
Electrical Technologies, Inc. 1991 - 2003
Skills
Energy, Mergers & Acquisitions, Management, Leadership, Business Development, Contract Negotiation, Strategic Planning, Consulting, Business Strategy, Due Diligence, Venture Capital, Mergers, Entrepreneurship, Petroleum, New Business Development, Cross-functional Team..., Portfolio Management, Manufacturing, Sustainability, Engineering, Budgets, Operations Management, Private Equity, Restructuring, Finance
Education
Rochester Institute of Technology
Master of Science, Enviromental, Health and Safty Management
Rochester Institute of Technology
Bachelor of Science, Applied Arts & Science, with High Honors
Ojas Shah's XRoads Solutions Group Experience 2004 - 2007
Job Senior Vice President at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
AlixPartners 2008 - 2014
Bear Stearns 2007 - 2008
XRoads Solutions Group 2004 - 2007
Internet Appliance Network 1999 - 2001
Deloitte Consulting 1996 - 1999
Skills
Restructuring, Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Leveraged Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Business Planning, Capital Markets, Turn Around Management, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1992 — 1996
BS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
McKinsey & Company August 2014 - Present
AlixPartners 2008 - 2014
Bear Stearns 2007 - 2008
XRoads Solutions Group 2004 - 2007
Internet Appliance Network 1999 - 2001
Deloitte Consulting 1996 - 1999
Skills
Restructuring, Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Leveraged Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Business Planning, Capital Markets, Turn Around Management, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1992 — 1996
BS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
Nathalie Sugra-Mills's XRoads Solutions Group Experience January 2006 - July 2009
Job Billing Coordinator at XRoads Solutions Group
Industry Financial Services
Experience
XRoads Solutions Group January 2006 - July 2009
Jacobs Engineering August 2002 - June 2004
Education
Kaplan University 2003 — 2005
Associates, Paralegal Studies/Legal Administrative Assistant
Cypress College 2002 — 2003
Business Law
XRoads Solutions Group January 2006 - July 2009
Jacobs Engineering August 2002 - June 2004
Education
Kaplan University 2003 — 2005
Associates, Paralegal Studies/Legal Administrative Assistant
Cypress College 2002 — 2003
Business Law
Christopher Meeder's XRoads Solutions Group Experience January 2009 - May 2009
Job Music Professional
Industry Music
Experience
The New School July 2012 - Present
Mannes College the New School for Music August 2011 - July 2012
Brooklyn Conservatory of Music May 2009 - January 2010
XRoads Solutions Group January 2009 - May 2009
J&J Blue Enterprises LLC July 2007 - May 2008
Rutgers University January 2001 - January 2004
William Paterson University October 2002 - July 2003
United States January 1999 - January 2000
Skills
Editing, Music Education, Recording, Music, Music Theory, Composition, Orchestral Music, Teaching, Event Planning, Studio Recording, Band, Entertainment, Classical, Chamber Music, Arts Administration, Music Industry, Improvisation, Performing Arts
Education
Rutgers, the State University of New Jersey, Newark Campus 2001 — 2003
Master of Arts degree, Jazz History and Research
Carnegie Mellon University 1993 — 1995
Master of Music degree, Orchestral Performance (tuba)
Oberlin College 1989 — 1993
Bachelor of Music degree, Tuba
The New School July 2012 - Present
Mannes College the New School for Music August 2011 - July 2012
Brooklyn Conservatory of Music May 2009 - January 2010
XRoads Solutions Group January 2009 - May 2009
J&J Blue Enterprises LLC July 2007 - May 2008
Rutgers University January 2001 - January 2004
William Paterson University October 2002 - July 2003
United States January 1999 - January 2000
Skills
Editing, Music Education, Recording, Music, Music Theory, Composition, Orchestral Music, Teaching, Event Planning, Studio Recording, Band, Entertainment, Classical, Chamber Music, Arts Administration, Music Industry, Improvisation, Performing Arts
Education
Rutgers, the State University of New Jersey, Newark Campus 2001 — 2003
Master of Arts degree, Jazz History and Research
Carnegie Mellon University 1993 — 1995
Master of Music degree, Orchestral Performance (tuba)
Oberlin College 1989 — 1993
Bachelor of Music degree, Tuba
Lana Easterwood's XRoads Solutions Group Experience December 2001 - December 2002
Job Operations Manager at Ardent Billing
Industry Accounting
Experience
Ardent Billing April 2011 - Present
Advanced Billing & Management Solutions, Inc July 2009 - April 2011
Skilled Healthcare August 2006 - July 2009
Hallmark Rehabilitation April 2005 - August 2006
Skilled Healthcare December 2002 - April 2005
XRoads Solutions Group December 2001 - December 2002
Skills
Microsoft Office, Crystal Reports, 10 Key, Web Design, Complaint Handling, Metrics, Data Entry
Education
University of Phoenix 2003 — 2005
BS/BM, Business Management
Antelope Valley College 1997 — 2001
N/A, Accounting, Law, Business, Literature
Ardent Billing April 2011 - Present
Advanced Billing & Management Solutions, Inc July 2009 - April 2011
Skilled Healthcare August 2006 - July 2009
Hallmark Rehabilitation April 2005 - August 2006
Skilled Healthcare December 2002 - April 2005
XRoads Solutions Group December 2001 - December 2002
Skills
Microsoft Office, Crystal Reports, 10 Key, Web Design, Complaint Handling, Metrics, Data Entry
Education
University of Phoenix 2003 — 2005
BS/BM, Business Management
Antelope Valley College 1997 — 2001
N/A, Accounting, Law, Business, Literature
Keith Maib's XRoads Solutions Group Experience 2002 - 2004
Job Senior Managing Director at Mackinac Partners
Industry Financial Services
Experience
Mackinac Partners January 2008 - Present
AgFeed Industries, Inc. 2013 - 2014
PlayPower, Inc. 2009 - 2011
Norwood, Inc 2007 - 2008
Sunterra 2005 - 2007
XRoads Solutions Group 2002 - 2004
Worldnet Communications, Inc. 2001 - 2002
RSL Communications, PLC 2000 - 2001
PennCorp, Inc. 1998 - 2000
Acordia, Inc. 1996 - 1998
Education
The University of Kansas 1978 — 1981
Mackinac Partners January 2008 - Present
AgFeed Industries, Inc. 2013 - 2014
PlayPower, Inc. 2009 - 2011
Norwood, Inc 2007 - 2008
Sunterra 2005 - 2007
XRoads Solutions Group 2002 - 2004
Worldnet Communications, Inc. 2001 - 2002
RSL Communications, PLC 2000 - 2001
PennCorp, Inc. 1998 - 2000
Acordia, Inc. 1996 - 1998
Education
The University of Kansas 1978 — 1981
Chris Davino's XRoads Solutions Group Experience August 2007 - January 2009
Job Executive and Principal Investor in Venture and Growth Companies
Industry
Experience
Osprey Point LLC. January 2011 - Present
Premier Exhibitions January 2009 - December 2011
XRoads Solutions Group August 2007 - January 2009
Osprey Point Advisors October 2003 - August 2007
Miller Buckfire July 2002 - May 2003
Wasserstein Perella & Co/Dresdner Kleinwort Wasserstein October 1995 - June 2002
Zolfo Cooper March 1990 - October 1995
Skills
Business Development, Start-ups, Corporate Development, Venture Capital, Private Equity, Mergers, Restructuring, Strategy, Asset Managment, Management, Mergers & Acquisitions, Investment Banking
Education
Lehigh University 1986 — 1989
BS Finance
Osprey Point LLC. January 2011 - Present
Premier Exhibitions January 2009 - December 2011
XRoads Solutions Group August 2007 - January 2009
Osprey Point Advisors October 2003 - August 2007
Miller Buckfire July 2002 - May 2003
Wasserstein Perella & Co/Dresdner Kleinwort Wasserstein October 1995 - June 2002
Zolfo Cooper March 1990 - October 1995
Skills
Business Development, Start-ups, Corporate Development, Venture Capital, Private Equity, Mergers, Restructuring, Strategy, Asset Managment, Management, Mergers & Acquisitions, Investment Banking
Education
Lehigh University 1986 — 1989
BS Finance
Denise Wymore's XRoads Solutions Group Experience January 2007 - June 2009
Job Paralegal at Robins Kaplan LLP
Industry Legal Services
Experience
Robins, Kaplan, Miller & Ciresi L.L.P. June 2014 - Present
Peitzman Weg LLP June 2011 - June 2014
The Garden City Group, Inc 2011 - 2011
XRoads Solutions Group January 2007 - June 2009
Kirland & Ellis August 2001 - September 2005
Irell & Manella February 1996 - August 2001
Skills
Document Review, Private Equity, Commercial Litigation, Bankruptcy, Restructuring, Chapter 7, Operations Management, Data Analysis, Strategic Planning, Financial Modeling, Litigation Support, Process Improvement, Due Diligence, Finance, Immigration Law, Litigation Consulting, Event Planning, Legal Compliance, Litigation, Project Management, Corporate Law, Intellectual Property, Legal Research, Financial Analysis, International Law, Management Consulting, Legal Writing, Business Strategy, Civil Litigation, Tax Law, Debt Restructuring, Corporate Finance, Chapter 11, Mergers, Dispute Resolution, Valuation, Mediation, Forensic Accounting, Contract Negotiation, Microsoft Office, Legal Assistance, Legal Advice, Corporate Governance, Trials, Appeals, Courts
Education
Cerritos College
Paralegal Certificate, Legal
UCLA Extension
Corporate Course, Paralegal
Robins, Kaplan, Miller & Ciresi L.L.P. June 2014 - Present
Peitzman Weg LLP June 2011 - June 2014
The Garden City Group, Inc 2011 - 2011
XRoads Solutions Group January 2007 - June 2009
Kirland & Ellis August 2001 - September 2005
Irell & Manella February 1996 - August 2001
Skills
Document Review, Private Equity, Commercial Litigation, Bankruptcy, Restructuring, Chapter 7, Operations Management, Data Analysis, Strategic Planning, Financial Modeling, Litigation Support, Process Improvement, Due Diligence, Finance, Immigration Law, Litigation Consulting, Event Planning, Legal Compliance, Litigation, Project Management, Corporate Law, Intellectual Property, Legal Research, Financial Analysis, International Law, Management Consulting, Legal Writing, Business Strategy, Civil Litigation, Tax Law, Debt Restructuring, Corporate Finance, Chapter 11, Mergers, Dispute Resolution, Valuation, Mediation, Forensic Accounting, Contract Negotiation, Microsoft Office, Legal Assistance, Legal Advice, Corporate Governance, Trials, Appeals, Courts
Education
Cerritos College
Paralegal Certificate, Legal
UCLA Extension
Corporate Course, Paralegal
Dana B. Carmichael's XRoads Solutions Group Experience April 2004 - January 2006
Job Managing Director at Carmichael Advisory Group
Industry
Experience
Carmichael Advisory Group August 2013 - Present
Carmichael Consulting LLC April 2008 - August 2013
LECG May 2006 - April 2008
XRoads Solutions Group April 2004 - January 2006
Skills
Restructuring, Interim Management, Valuation, Due Diligence, Turn Around Management, Mergers & Acquisitions
Education
The University of Texas at Arlington - College of Business Administration 1985 — 1987
MBA
Northeastern University 1972 — 1977
Bachelor of Science (BS), Accounting and Finance
Carmichael Advisory Group August 2013 - Present
Carmichael Consulting LLC April 2008 - August 2013
LECG May 2006 - April 2008
XRoads Solutions Group April 2004 - January 2006
Skills
Restructuring, Interim Management, Valuation, Due Diligence, Turn Around Management, Mergers & Acquisitions
Education
The University of Texas at Arlington - College of Business Administration 1985 — 1987
MBA
Northeastern University 1972 — 1977
Bachelor of Science (BS), Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY