University of Kentucky

Gilmour Academy

Consultant at Lancor

Cleveland, Ohio, United States

Lancor is an executive search, advisory and co-investments firm. We have offices in Cleveland, NYC, Reno, London, Brussels and Dubai. We specialize in C-suite and Operating Partner roles within private equity. As a Consultant, I work with the partners and other consultants to determine the best industry-specific search strategies. I discuss opportunities with candidates to determine fit. I see the search through the end when we successfully place a candidate. Whether you're starting an executive search or need accurate strategic direction on talent decisions, Lancor is here to help. Please contact me or Lancor for any executive search needs.

Lancor

Consultant

Research Analyst

Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance and tools, to meet their needs across all life stages. Foresters provides investment, life insurance, retirement and savings solutions that help families achieve their long-term financial goals. Presently, more than three million customers and members in the United States, Canada and the United Kingdom benefit from the foundation of experience, expertise and reliability they have built over two centuries. Foresters Financial offered an educational internship with classes and coursework based off Series 7 material. This program allowed me to gain a perspective on portfolio management with varying asset classes. At the end of the program, I gave a presentation where I had a hypothetical client and made recommendations based off their future goals and current financial situation.

Foresters Financial Services

Financial Advisor Intern

Lancor is a global retained executive search firm serving public and private companies, private equity firms and other investors. Lancor specializes in board-level search mandates including CEO, CFO, C-suite executives, board director and private equity operating partners. Lancor has completed searches across more than 25 industries, with particular expertise in technology, consumer, industrial and healthcare. I was part of the Research Team at Lancor and served under the Manager of Research & Analytics. My daily responsibilities included searching a wide range of potential candidates with suitable qualifications for the client's open position. I had a particular speciality in searching for financial executives at software companies. I worked here through Summer 2016 and over Winter 2016.

Research Intern

As one of Greater Cleveland’s largest privately held industrial property owner and developer, Weston owns a national industrial real estate portfolio of approximately 12 million square feet serving over 550 tenants. For nearly 50 years, it has exhibited experience and expertise in the areas of building ownership, development, acquisitions, facilities management, tenant services, financing, and leasing. Since its inception, Weston has been a leading choice of businesses with a distinctive vision of their real estate goals who seek flexible, practical solutions to their space needs. For more information about available properties, visit <a href="http://www.teamweston.com.I">www.teamweston.com.I</a> interned at Weston during Summer 2015 as part of their rotational finance and accounting program. I worked under the Financial Analyst and the Sr. Accounts Manager where I analyzed bank statements and cash flows, performed journal entries of ACH payments and assembled pro forma statements. I was able to visit properties and attend walk-throughs with potential tenants. I also had the opportunity to experience many departments of the company outside my program including, property management, legal, sales and acquisitions.

Shelby Broadbent