Managing Director
Brett Frevert has an extensive resume of senior financial leadership with successful companies; including First Data Corporation, Grubb & Ellis Pacific Realty Group, and Deloitte & Touche. His project design, management, communication, and mentoring capabilities have developed over his years of experience working for and with premier businesses.
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Director
Bill McInturf has 25 years experience of senior financial leadership primarily in the real estate industry. Bill’s experience is in real estate brokerage, property management, development, and a variety of ancillary companies. He has participated in private fund raising, acquisitions, dispositions, acquisition financing, re-financing and mezzanine financing.
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Director
Edgar has a thorough history in the grain industry throughout the Midwest as exemplified by his tenures within commercial futures, major exporters such as Cargill, managing and living in rural communities, and stints at the Chicago Board of Trade.
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Director
Karen Snow has 16 years experience in financial services, including banking, equipment leasing, and vehicle leasing. Additionally, she has five years of public accounting experience with national and local practices in audit and tax. She has advanced capabilities in applying audit and analytical skills to identify and correct weaknesses in accounting processes.
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Director
Ken Mar has had a long and fulfilling history in treasury management and structured finance. His background includes global treasury management, balance sheet and cash flow management, cash metric maximization, commercial real estate leasing, financing and facilitating M&A teams from valuation to close.
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Director
Mark Nelson has over 25 years experience working with businesses in a variety of industries. In this capacity, he has helped his clients analyze their operations to increase operating efficiencies, streamline their administrative procedures and in turn, maximize their overall profitability.
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Director
Matt Oatman has 20 years of financial experience across a variety of industries. He has worked closely with many Omaha business to increase their efficiency and cut costs.
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Director
Pat Kelley, has a successful history in ownership and executive management within the restaurant industry. He has experience in administrative accounting functions and budget management. He has performed auditing and income tax services for retail, financial, manufacturing, and governmental clients.
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Director
Robert “Bob” Sundquist, CPA, has more than 20 years of experience in financial management, mainly within the construction and financial services industries. His background includes seven years in a Big 4 public accounting firm. Bob has advanced expertise in improving the efficiencies of finance and operating systems and analyzing processes for the effective financial management of an organization.
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Director of Business Development
Todd Malouf has an extensive background and experience in sales management, marketing and business development with both mid-market and global organizations. His experience has focused on professional services and includes time with firms such as PricewaterhouseCoopers, Marsh McClennan and on a local basis, Hayes & Associates.
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Director
James “Jim” Powers has more than 35 years experience in financial management, accounting and auditing, tax planning, mergers and acquisitions, and corporate development. His background includes twenty years in public accounting, five years with Ernst & Young and fifteen years as founder and senior partner of his own firm. Jim also spent fifteen years in the telecommunications and internet service provider industries, as Manager of Acquisitions for a publicly held internet service provider.
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