Kenneth Gattie

2016-Present   Managing Partner, Gattie, Fladger & Co., Lincoln Park, NJ

  • Lead team providing strategic consulting services and communicating recommendations strongly supported by data analytics
  • Team has experience in industries including securities trading, energy trading and provision, finance, real estate, insurance and health care

2011-2014     The University of Alabama, Tuscaloosa, AL

Coursework in pursuit of Doctorate in Economics (degree incomplete)

  • UA/SAS Data Mining Certificate

2005-2009       Director of Acquisitions/Portfolio Manager, Yale Realty Services Corp., Pleasantville, NY

  • Responsible for assessment of potential property purchases and development opportunities, inclusive of economic, demographic and asset specific analyses
  • Manager of portfolio containing 20 retail shopping centers in six states with a gross lease-able area of over one million square feet with a high degree of autonomy
  • Oversaw numerous major renovation and redevelopment projects throughout portfolio

2005-2006       New York University, Real Estate Institute, New York, NY

Graduate Certificate in Real Estate

2004-2005       Business and Strategy Consultant, EMG Consulting, Wayne, NJ

  • Provided business and financial advisory services
  • Clients primarily operating in derivatives trading space

2002-2003       Equity Derivatives Sales Trader, Alfred R. Minafo Inc., New York, NY

  • Managed and executed broad spectrum of equity derivatives transactions on the trading floor of the American Stock Exchange
  • Developed and maintained working relationships with institutional clients, with responsibility for daily client contact and valuation of full spectrum of products

2000-2001       Associate, Investment Banking Division, Houlihan Lokey Howard & Zukin, Chicago, IL

  • Evaluated client strategic alternatives and value through financial analyses and competitive landscape assessments
  • Managed wide range of transactions, including merger and acquisition opportunities, restructuring engagements, private equity valuations, ESOP equity valuations and solvency opinions
  • Developed complex models to analyze pro forma merger and acquisition consequences and value involving both the target company and potential acquirers under alternative financing structures
  • Formulated and organized client presentations and worked closely with senior officers to discuss analyses and recommendations. Collaborated with clients’ senior management during all stages of transaction execution

1998-2000       The University of Chicago, Graduate School of Business, Chicago, IL

Master of Business Administration – Concentrations in Finance and Accounting, GMAT 700

  • Student elected Vice President, Business Students Association
  • Selected to be Facilitator for 1999 – 2000 Leadership Exploration And Development program
  • Chicago Business writer

Summer 1999  Summer Associate, Investment Banking Division, George K. Baum & Co., Kansas City, MO

  • Evaluated client strategic alternatives through strategic, financial and valuation analyses
  • Participated on project teams executing transactions for external clients and proprietary merchant banking fund

1996-1998       Strategic Analyst, Corporate Strategy Group, Merrill Lynch & Co., New York, NY

  • Analyzed potential acquisition candidates and competing firms
  • Worked on advisory teams that structured and recommended a broad range of business strategies to the Executive Committee and directors of individual business units. Specific engagements included Equity Capital Markets, Global Technology and Asset Management
  • Worked on team tasked to produce statistical analysis of macroeconomic and securities industry trends

1994-1996       Equity Trade Support Specialist, Equity Capital Markets, Merrill Lynch & Co., New York, NY

  • Responsible for analysis and elimination of undesired market exposure in both foreign and domestic equity products, including ADRs, warrants, and rights

1990-1994       Bucknell University, Lewisburg, PA

Bachelor of Science – Business Administration – Major in Management, Minor in Religion

  • Developed and organized first campus Multi-Cultural Awareness Day

Software Skills

  • Highly proficient in all Microsoft Office applications, expertise with Excel