Corporations

We focus on liquidity management and strategic forecasting for our corporate clients. Within liquidity management, our primary goals are to maintain stability of principal, sustain liquidity and produce a competitive return relative to a chosen benchmark.

This is a new era of accountability in publicly traded companies. Regulatory risk and compliance requirements are high. Importantly then, decisions about future operating and capital initiatives need to be made with a full understanding of their ramifications on prospective financial statements.

Corporations rely on our strategic financial planning group’s patented and proprietary financial modeling platform, Synario, for analysis and reporting they can trust – so they can more easily and confidently make important decisions.

Synario gives corporations total control over their financial models, and reduces the risky guesswork inherent in most modeling. Patented layering technology permits unlimited scenarios and permutations of assumptions, while superior auditing functionality means models are more transparent.

Corporate Use Case Examples

  • Cash Statement Modeling
  • Capital Asset Structures
  • Cash Sweeps
  • Consolidations
  • Project Finance / Cash Waterfalls
  • Capital Projects
  • Mergers, Acquisitions, and Divestitures
  • Cash Flows
  • Loan Portfolios
  • Deferred Revenue
  • Expense Allocations
  • PIK Interest Modeling
  • VAT Modeling
  • Cost & Profitability
  • Employee Benefits
  • Currency Conversions

Meet Our People

Name
Position
Location
Fan Yam
Client Services Senior Analyst
Philadelphia
Stefani VonHoltum-Niesent
307.349.2204
Senior Managing Consultant
San Francisco
Christi Fletcher
717.213.3896
Senior Portfolio Manager
Harrisburg
Katie Hess
704.319.7931
Data Coordination Administrator
Charlotte
Joan Evans
307.287.1514
Senior Marketing Representative
Cheyenne
Sean Wahl
734.794.2536
Senior Managing Consultant
Ann Arbor
Amy Otten
Client Services Senior Analyst
Philadelphia
Nancy Jones
415.982.5544
Managing Director
San Francisco
Alexia Pereira
215.814.1934
Client Success Manager
Philadelphia
Corneel Boulard
734.994.9700
Municipal Bond Assistant II
Ann Arbor
Thomas Armstrong
734.994.9700
Senior Managing Consultant
Ann Arbor
Daniel Beazzo
717.213.3818
Accounting Systems Manager
Harrisburg
Ebony Wortham
215.557.1416
Senior Managing Consultant
Philadelphia
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Swap Accounting Coordinator
Philadelphia
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Joseph Federico
415.393.7224
Senior Managing Consultant
San Francisco
Tamara Kemmler
412.439.8431
Senior Marketing Representative
Harrisburg
Christopher Rekawek, CFA
717.213.3811
Senior Managing Consultant
Harrisburg
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Marie Nasevich, CFP
215.557.1229
Client Services Senior Analyst
Philadelphia
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Anne Wuollet
612.371.3723
Senior Managing Consultant
Minneapolis
Robert Wilson
407.406.5768
Senior Managing Consultant
Orlando
Nick Yatsula
901.466.4557
Senior Managing Consultant
Memphis
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Hank Fishkind, Ph.D.
407.723.5900
Director
Orlando East (fka Fishkind and Associates)
Jackie Berry
407.723.5929
Multi-Asset Class Specialist
Orlando East (fka Fishkind and Associates)
Steven Schriever, ChFC, CLU
407.723.5942
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Nicholas Groff
717.213.3815
Senior Portfolio Accountant
Harrisburg
Venessa Ripoll
407.723.5900
Assistant District Manager
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Joshua Gawel
215.557.1461
Senior Managing Consultant
Philadelphia
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