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    Tag: financial modeling

    TOBIAS BLUMBERG

    I'm excited to share a deeper look into my professional background and journey across finance, private equity, M&A, and real estate strategy. With 8 years of experience and a strong commitment to business growth and operational excellence, I'm always seeking new ways to add value and collaborate on meaningful projects. Here is my biography.

    Brandon Parrish, CFA, CAIA: Driving growth and innovation in institutional investing with strategic insight and client-first expertise.

    I’m a Partner at Brown Advisory, where I manage over \$4.5 billion in discretionary Endowment & Foundation assets as an OCIO portfolio manager. With more than 15 years of experience across investment consulting, credit research, and multi-asset portfolio construction, I’m passionate about helping mission-driven institutions navigate complex markets with clarity and purpose. I enjoy building strong, lasting relationships and leading teams that prioritize intellectual curiosity, collaboration, and client-first thinking.

    Jeff Perea: Strategic Financial Restructuring Executive with Deep Expertise in Turnarounds and Distressed Advisory

    I’m a restructuring and turnaround professional with over 20 years of experience helping companies navigate financial challenges, both in and out of bankruptcy. My background spans consulting, interim leadership, and strategic advisory roles across a range of industries—from gaming and healthcare to manufacturing and consumer goods. I’m passionate about creating practical solutions that maximize value and bring stability to complex situations. With an MBA from UCLA, a CPA license, and certifications including CIRA and Six Sigma, I bring both analytical rigor and collaborative leadership to every engagement.

    Gerry Wallace: Strategic Financier and Advocate for Sustainable Real Estate Growth

    I’m a commercial real estate finance professional with a passion for connecting people to capital and ideas that drive meaningful development. With experience spanning multifamily lending, real estate investment, and higher education, I bring both analytical strength and client-centered communication to every project. Currently, I support borrowers nationwide through my work at Lument while also serving as a principal at Garrison Capital Partners, where we invest in multifamily assets across Central Ohio. I’m always energized by opportunities to collaborate, solve complex problems, and contribute to communities through thoughtful, strategic real estate solutions.

    Kirt Boultinghouse | Principal | Private Equity & Real Estate Investment Executive

    With over 25 years of experience in private equity and real estate investment, Kirt Boultinghouse is a trusted leader in capital markets strategy, investor relations, and asset growth. As a principal, advisor, and board member, he brings a proven track record of aligning strategic investment opportunities with long-term value creation—driven by integrity, insight, and a passion for helping companies scale successfully.

    Maria Angelica Paliza | Business Strategies | Financial Perspective

    Maria Angelica Paliza is a seasoned mining industry executive with 14 years of experience specializing in financial optimization, project development, and investment strategy. She has a proven track record in CAPEX/OPEX planning, asset valuation, and data-driven decision-making, helping mining operations enhance profitability and maximize asset value. Currently pursuing a master’s degree in mining industry management at Colorado School of Mines, Maria is committed to bridging engineering, finance, and strategic investment to drive smarter, more efficient mining operations. As a bilingual professional fluent in English and Spanish, she offers a global perspective, with expertise in financial modeling, risk governance, and operational analytics. Passionate about business growth and investment strategies, she is now seeking board and advisory roles where she can contribute her expertise in corporate governance, financial oversight, and strategic planning to help mining organizations thrive.

    Ashley Milner

    I’m thrilled to share my executive biography, which reflects the journey, passions, and professional milestones that have shaped my path in business, real estate, agriculture, and leadership over the past 26 years. From building multi-use facilities to cultivating innovative agricultural systems, I’ve been guided by a deep sense of purpose, integrity, and curiosity.

    Douglas Parker, CPA, MBA: Finance with Foresight, Leadership with Purpose

    I'm excited to share my executive biography, which captures the journey, lessons, and leadership philosophy developed over my 45+ year career in finance, strategy, and business transformation. I’ve had the privilege of working with incredible teams across industries, solving complex challenges, and integrating technology into meaningful business outcomes.

    Allie Owens: Transforming businesses and accelerating growth.

    I'm excited to share my executive biography, which highlights my experience in private equity, M&A, operations, and business transformation. With a passion for scaling companies and optimizing performance, I thrive in fast-paced, high-impact environments. I am actively seeking board opportunities where I can contribute my expertise and strategic insights to help companies grow.

    Surya Krishnan: Finance and Strategy Leader Driving Corporate Growth and M&A Excellence

    Surya Krishnan is a seasoned finance and strategy executive with over two decades of experience in corporate development, M&A, valuation, and strategic planning. He has led over $25 billion in transactions, managed $150 million in revenue, and advised C-level executives on financial strategy and business growth. With a strong background in corporate finance, venture capital, and financial consulting, Surya has played a key role in high-profile acquisitions and investment initiatives. In addition to his leadership in corporate finance, he is committed to mentorship and professional development, guiding MBA students and emerging business leaders through financial strategy and career growth. His expertise in data-driven decision-making, market analysis, and corporate advisory continues to shape the future of finance and business strategy.

    Avijit Barua: Expert in Quantitative Investment Strategies and Risk Management

    Avijit Barua is a results-driven investment professional with extensive expertise in quantitative equity strategies, risk management, and asset allocation. With over a decade of experience in portfolio management and a strong foundation in military leadership, he combines analytical precision with strategic vision to optimize investment performance. Currently serving as Portfolio Manager at OPERS, he has successfully developed and managed systematic equity strategies, ESG and Climate portfolios, and innovative risk management solutions. His expertise in derivatives, capital management, and financial modeling has contributed to outperforming market benchmarks and strengthening institutional investment capabilities. With a proven track record of leadership and innovation, Avijit Barua continues to drive strategic growth in the financial industry.

    Robert Wickey | Financial Strategist, Operational Expert, and Board Advisor Driving Business Growth and Efficiency

    Robert Wickey is a seasoned financial and operational strategist with over 45 years of experience in business analysis, process improvement, and corporate finance. As the founder and managing director of Equinox Investment Partners LLC, he has provided investment counsel, strategic consulting, and governance expertise to businesses in manufacturing, distribution, and nonprofit sectors. With a strong background in financial leadership, he has played a pivotal role in restructuring organizations, optimizing supply chains, and securing financing for critical housing and development projects. A decisive leader with a hands-on approach, Robert is committed to driving efficiency and sustainable growth. Currently seeking board opportunities, he aims to leverage his expertise to enhance profitability and operational success for organizations in need of strategic oversight.

    Armando J. D’Errico | Visionary Leader in Real Estate Development, Sustainable Construction, and Finance Structuring

    Armando J. D’Errico is a seasoned executive in real estate development, construction management, and finance structuring, with over 24 years of experience leading large-scale projects and fostering economic growth. As president and CEO of Pinnacle Development Group, Inc., he has successfully developed and managed over 300,000 square feet of residential, mixed-use, and commercial real estate, specializing in affordable housing, sustainable construction, and investment structuring. A strong advocate for public-private partnerships and workforce development, he has provided job opportunities and apprenticeship programs for underprivileged youth while championing equitable urban renewal. Recognized with NJBIZ’s “40 Under 40” Award, D’Errico is also a LEED-certified professional and certified construction manager, bringing expertise in sustainability, compliance, and financial modeling. Actively seeking board roles, he aims to leverage his strategic leadership and industry expertise to drive growth, innovation, and impactful decision-making.

    Tom Schneider: Visionary Financial Executive and Strategic Leader

    Tom Schneider is a seasoned financial executive and strategic leader with a proven ability to drive profitability, operational efficiency, and business growth across multiple industries, including manufacturing, finance, e-commerce, and the outdoor sector. With extensive experience as a CEO, CFO, and board member, he has successfully led corporate turnarounds, mergers and acquisitions, and financial restructurings that have resulted in significant revenue increases and EBITDA growth. Known for his analytical expertise, leadership, and ability to foster positive corporate cultures, Tom has played a pivotal role in transforming businesses through strategic planning, innovative financial modeling, and effective communication with executives, investors, and stakeholders.

    Nick Simmons – Visionary Leader in Public Policy, Strategy, and Economic Development.

    Excited to share my professional journey and experiences in public policy, economic development, and education. I’ve had the privilege of working across government, nonprofits, and finance, leading impactful initiatives that drive real change. Looking forward to collaborating with leaders who share a vision for a stronger, more equitable future. Here is my biography.

    Ike Anyaoku: A Trailblazer in Business Transformation at the Intersection of Finance, Strategy, and Technology

    Ike Anyaoku is a results-driven executive specializing in corporate finance, strategy, and technology, with a track record of driving transformative growth through data-driven decision-making and strategic partnerships. With experience spanning AWS, GE Digital, Deloitte, and Berkshire Hathaway, Ike has led high-value deals, optimized capital investments, and developed innovative frameworks that enhance business efficiency and profitability. His expertise in valuation, risk management, and digital transformation enables organizations to navigate complex challenges and unlock new opportunities. A dynamic communicator and trusted advisor to C-suite leaders, Ike seamlessly integrates financial strategy with cutting-edge technology to deliver sustainable, long-term success.