Kelley Dantoulis

Valuation and Banking, Financial Services

Hi, I'm Kelley Dantoulis. Welcome to my profile!

Kelley Dantoulis's Bio:

Kelley Dantoulis's Experience:

• Director at American Appraisal

  December 2012 - January 2014

  American Appraisal is a leading valuation and related services firm that provides expertise in all classifications of businesses and assets. It is comprised of more than 1,000 employees, operating from major financial cities throughout Asia-Pacific, Europe, North and South America.

• Strategic Business Development Manager at Context Integration

  June 2000 - November 2003

  Generated new development deals with channel partners and clients to support overall strategic initiatives. Provided financial leadership to enterprise systems integration projects with fortune 500 companies within a fixed price/fixed cost model.

• Assistant Vice President, Business Financial Services at Merrill Lynch

  December 1997 - June 2000

  Provided comprehensive solutions to small and mid-market businesses ranging in revenue from $3M to $500M in diverse industries. Specialized in lending, cash management, strategic alternatives and succession planning advisory. Internal training of the Financial Advisors on this market segment was also a priority.

• Syndicated Credit Manager at Sanwa Bank

  October 1996 - December 1997

  Worked with finance teams in U.S. and Japan to underwrite and fund all aspects of large debt transactions primarily in energy, insurance, container ships and manufacturing.

• Portfolio Manager at First Union National Bank

  December 1994 - October 1996

  Completed the Commercial Credit Development Program then managed a portfolio of small to mid-market companies providing working capital ranging in amounts from $300,000 to $10 million.

• Vice President at Silicon Valley Bank

  July 2014

  Cover Southeast market - focused on early and growth stage technology companies

• Member of National Board at National Association of Certified Valuators and Analysts

  2012

• Managing Partner at KD Financial Partners

  February 2006

  Provide in-depth financial, operational and strategic consulting and advisory services in the following areas: Valuation - gift & estate planning, tax compliance, M&A and shareholder agreements. Financial advisory - performance improvement through working capital optimization, operational assessment, profitability analysis and forecasting Transaction Support - include buy-side/sell-side due diligence, guidance and support for complex transactions involving debt and equity financing Litigation Support - damage assessment, expert testimony and forensic financial analysis helping to build a credible case during every stage of a contested matter from early case assessment and discovery to trial.

Kelley Dantoulis's Education:

• Pace University

  1991 – 1994
  BBA
  Concentration: Major Finance, Minor Accounting

Kelley Dantoulis's Interests & Activities: