Principal in RMA & Associates, an investment banking and corporate financial advisory firm. This firm was formed in 2002 and is the successor to a regional investment banking firm started in 1996 by him. Dennis currently sits on several boards of companies having revenues from $100 million to over $300 million.
Dennis has a BS in finance and an MBA, both from the University of Southern California. He has over 30 years of experience in Finance, completing transactions across a wide variety of industries and situations.
Selected experience includes:
Regional Manager for a Valuation Firm - Orange County, CA
President/CEO of a Circuit Board Manufacturer - Orange County, CA
VP / Director of Investment Banking - Newport Beach, CA
Partner/Owner of JMW Capital, Inc., an Investment Bank with offices in Portland, Seattle, Denver and Sacramento.
President/Owner Electrical Contractor - Portland, OR
President/Founder of RMA Executive Financial Group - Portland, OR
Dennis enjoys USC football and taking his boat out and exploring the beautiful waterways Oregon has to offer.
Shelly has a BS in Accounting from Portland State University. She worked at a Big 10 public accounting firm before transitioning into private industry as a Chief Financial Officer.
Selected Experience includes:
Retail Store Owner
Food Service Owner
Appliance Dealership Owner
NGO Board Memberships
Creation of large regional festivals with thousands of attendees each season
Shelly enjoys working in her garden in her spare time, as well as participating in charitable causes.
Zachary Wade graduated from the University of California, San Diego with a Degree in Economics and Accounting. After starting his career in Banking as a Financial Analyst, he rose to Vice President. His last corporate position saw him running marketing technology and providing thought leadership on the use of data to drive better business outcomes.
He is an avid Scuba Diver and outdoor enthusiast.
Zebadiah (Zeb) is an Entrepreneur at heart and a Salesman in practice. Focused on developing relationships, Zeb joined the RMA Team fulltime in 2021. He started his professional career working with multiple technology companies, creating Inside Sales teams and developing Inside Sales Business Practices. His most recent position was with a local Property and Casualty Brokerage where he worked alongside the Principal developing Sales and Marketing initiatives and building a book of business.
Zeb is passionate about the outdoors, during his free time he tries to get out of cell Service – somewhere in the woods.