Arizona Chapter

Pheonix
Our primary goals are to help Members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources. An Alliance Chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential Members and new alliance opportunities.

Arizona Chapter Committee

Tim Carstens
MB Business Capital
tcarstens@mbfinancial.com

Tim is a Senior Vice President with MB Business Capital which provides Asset-Based Financing to lower middle-market companies nationwide, including for acquisitions, dividend recaps, growth capital and debt restructuring.  Tim is responsible for marketing and originations in Arizona, Nevada, New Mexico and Utah.  Besides MB, Tim has managed new business and portfolio management positions at PNC Business Credit, and Wells Fargo Business Credit.  With a career devoted towards growing leveraged finance portfolios, Tim focuses on companies with credit needs from $5 million to $50 million.  Besides AM&AA, Tim has maintained board of director positions with The Turnaround Management Association, Arizona Business Leadership, Association for Corporate Growth among other participations.  Tim holds a bachelors degree from Miami University.

Dan Mahoney
JP Morgan Chase
daniel.x.mahoney@chase.com

Dan is an Executive Director with JPMorgan Chase and leads the commercial bank’s business development efforts in Arizona which focuses upon companies generating $20M to $500M in revenues.  Dan is a lifetime financial services professional who has devoted his career to financing, purchasing and managing middle market companies.  Dan serves on the Boards of Alliance of Merger and Acquisition Advisors, the Association for Corporate Growth, the Advisors and Reynolds Polymer Technology, helps leader the Arizona Business Leadership Association and leads JPMC’s sponsor relationship of Financial Executives International.  Dan obtained his Bachelor of Accounting from Saint Bonaventure University and his MBA from New York University’s Stern School of Business.  He was previously a Certified Public Accountant and a Senior Member of the American Society of Appraisers in Business Valuation and is registered with FINRA under Series 79, Investment Banking Registered Representative.

Brenda K. Brandt
Certified Public Accountant
brenda500@cox.net

Brenda has more than 20 years of experience in the planning and supervision of auditing engagements in various commercial and nonprofit entities including: employee benefit plans (EBP), service corporations, distribution, manufacturing, hospitality and private clubs, telecommunications and franchising.  During her tenure at CliftonLarsonAllen (CLA), Brenda was responsible for the growth and development of the EBP practice for the Arizona market and included leading the Arizona EBP practice. Brenda’s responsibilities included training and development of staff as well as being a member of the National Technical Group for the EBP practice. Other responsibilities included developing training, presenting CPE at annual national training conferences, implementing new audit standards and being a technical resource for the EBP National Technical Group. Brenda also has extensive experience in commercial services. She has in depth knowledge auditing Franchising companies both from the Franchisee and the Franchisor side, as well as very large Dealership clients including motorcycle, automobile and large equipment dealerships.  Brenda also enjoys working with many hospitality clients over the years and also enjoys working in the telecommunications industry.

Chris Roden
C3 Capital
croden@c3cap.com

Chris is a Managing Director in the C3 Capital Arizona office. Chris is an experienced investment banker, risk manager and private equity investor.  His experience spans multiple countries and continents as a former Managing Director for Citibank in the Middle East and North Africa. Based in Switzerland, Chris was also Global Market Manager for Saudi Arabia and Yemen. Following his years at Citibank, he was founder and CEO of Seabridge Capital, LLC in Westport, Connecticut. Seabridge was an alternative investment fund with interests in private equity, real estate, venture capital and mezzanine opportunities. Chris holds a Bachelor of Business Administration in International Business and a Masters of Business Administration in Finance & Investments, both from The George Washington University.

 

Jay Lohman
Lohman Company, PLLC
jaylohman@lohmancompany.com

Jay Lehman formed Lehman Company, PLLC (Certified Public Accountants & Business Consultants) in 2000 after working in the accounting profession over 30 years. As President, he is a member of the Executive Partner Group as well as the Senior Management Group. His role is the overall management of the firm and the coordination of assurance, tax and consuiting engagements. Under Jay’s leadership, Lohman Company, PLLC has ranked in the top 25 CPA firms since 2003 in the annual listing issued by The Phoenix Business Journal.

Adam Keck
Federal National Commercial Credit
akeck@federalnational.com

Chad Maze
First Western Trust - Phoenix
Chad.Maze@myfw.com

hinshaw

Calendar of Events - Arizona Chapter

Month Week Day
October 2017
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
September 24, 2017 September 25, 2017 September 26, 2017 September 27, 2017 September 28, 2017 September 29, 2017 September 30, 2017
October 1, 2017 October 2, 2017 October 3, 2017 October 4, 2017 October 5, 2017 October 6, 2017 October 7, 2017
October 8, 2017 October 9, 2017 October 10, 2017 October 11, 2017 October 12, 2017 October 13, 2017 October 14, 2017
October 15, 2017 October 16, 2017 October 17, 2017 October 18, 2017 October 19, 2017 October 20, 2017 October 21, 2017
October 22, 2017 October 23, 2017 October 24, 2017 October 25, 2017 October 26, 2017 October 27, 2017 October 28, 2017
October 29, 2017 October 30, 2017 October 31, 2017 November 1, 2017 November 2, 2017 November 3, 2017 November 4, 2017

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