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Experienced executive with a demonstrated history of working in a variety of professional services industries. Skilled in finance, strategic planning, and leadership, with an emphasis on growing small/mid-sized companies. MBA from the University of Oregon's Executive program (Valedictorian), and undergraduate degree in chemistry, economics, and mathematics from Linfield College.
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Chief Executive OfficerBates Group Apr 2023 - PresentPortland, Or, UsAs the CEO of Bates Group, Mr. Pappas leads the company's overall growth strategy and day-to-day operations. -
PresidentBates Group Jan 2019 - Apr 2023Portland, Or, UsAs the President of Bates Group, Mr. Pappas uses his strategic planning and finance background to drive the company’s overall growth strategy. Mr. Pappas has primary profit/loss responsibility for Bates Group's four consulting business units - Litigation, Regulatory, Financial Crimes, and Compliance - and is also responsible for directing the firm's inorganic growth activities (mergers & acquisitions, acqui-hires, firm-to-firm partnerships, etc.). -
Chief Operating OfficerBates Group Mar 2016 - Dec 2018Portland, Or, UsAs the Chief Operating Officer of Bates Group, Mr. Pappas uses his strategic planning and finance background to set financial policy and direction while also driving the company’s overall growth strategy. Mr. Pappas manages the day-to-day operations and profit/loss of Bates Group's business, as well as its finance, accounting, and information technology functions. -
Chair Of The Board Of DirectorsPrinceton Property Management Jan 2023 - PresentPortland, Oregon, UsMr. Pappas serves as the Chair of the Board of Princeton Property Management, Inc. (PPM). PPM is a commercial multi-family real estate property management company focused on managing assets in the Pacific Northwest. PPM was founded in Portland, Oregon, in 1984, and still maintains its headquarters and primary client base in the Portland area today. -
Chief Executive OfficerForward Looking Strategy & Finance Mar 2018 - PresentForward Looking Strategy & Finance works with business owners and executives to project future cash flow, monitor the financial health of their business, and build a sustainable business strategy. -
Chair Of The Board Of DirectorsGalt Foundation May 2021 - Jul 2023Salem, Or, UsMr. Pappas served as the Chair of the Board of Directors for Galt Foundation. Galt Foundation is a non-profit employment enterprise focused on creating a world in which every person is valued for their ability. The vision is realized by providing staffing services to job seekers with disabilities and matching them to employers seeking quality talent. Galt's services have provided employment to nearly 25,000 individuals since its inception in 1998. -
Board MemberGalt Foundation Jun 2019 - Jul 2023Salem, Or, UsMr. Pappas serves as a Director on the Board of Directors, and also serves on Galt Foundation's Audit and Finance Committees. The Galt Foundation is a non-profit employment enterprise focused on creating a world in which every person is valued for their ability. The vision is realized by providing staffing services to job seekers with disabilities and matching them to employers seeking quality talent. Galt's services have provided employment to nearly 25,000 individuals since its inception in 1998. -
Senior Vice President, Chief Operating Officer - Equity Capital MarketsD.A. Davidson Companies Dec 2015 - Mar 2016Great Falls, Montana, UsAs the Senior Vice President and Chief Operating Officer of D.A. Davidson Companies’ Equity Capital Markets (ECM) business, Mr. Pappas was responsible for the implementation of strategic growth initiatives related to ECM’s Investment Banking and Institutional Equities businesses as part of the Executive Management Committee. In this capacity, he participated in the development of the firm’s overall business strategy, annual financial budgeting and forecasting process, and was a critical decision maker for all material activities in the day-to-day operation of the firm. Additionally, Mr. Pappas conducted the firm’s competitive analysis and benchmarking, executed the firm’s client feedback process, and was responsible for the integration of the firm’s acquisitions and team lift-outs related to its strategic plan. -
Vice President, Chief Operating Officer - Equity Capital MarketsD.A. Davidson Companies Aug 2010 - Dec 2015Great Falls, Montana, UsAs the Vice President and Chief Operating Officer of D.A. Davidson Companies’ Equity Capital Markets (ECM) business, Mr. Pappas was responsible for the implementation of strategic growth initiatives related to ECM’s Investment Banking and Institutional Equities businesses as part of the Executive Management Committee. In this capacity, he participated in the development of the firm’s overall business strategy, annual financial budgeting and forecasting process, and was a critical decision maker for all material activities in the day-to-day operation of the firm. Additionally, Mr. Pappas conducted the firm’s competitive analysis and benchmarking, executed the firm’s client feedback process, and was responsible for the integration of the firm’s acquisitions and team lift-outs related to its strategic plan. -
Institutional Equity Research Associate - TechnologyD.A. Davidson Companies Apr 2007 - Aug 2010Great Falls, Montana, UsAs an Institutional Equity Research Associate, Mr. Pappas developed strategic equity investment recommendations for mutual fund and hedge fund clientele based on the collection and synthesis of relevant market and technical data; built and maintained detailed financial models of companies in and adjacent to areas of research focus, including forward-looking profit/loss, cash flow, and balance sheet estimates; and performed a vast array of ad-hoc analyses at the request of the firm’s institutional investors, including advanced equity valuation, top-down and bottom-up market projections, and merger/acquisition impact analysis. -
Strategic Planning AnalystLattice Semiconductor May 2005 - Apr 2007Hillsboro, Oregon, UsAs a Strategic Planning Analyst, Mr. Pappas collected and analyzed semiconductor market trend information, as well as competitive financial and technical data for presentation to executive management and Wall Street; worked collaboratively with engineering, marketing, and executive management to evaluate the ROI of the company’s product portfolio; analyzed the viability of new entrants into the market space, proposed business partnerships, and potential mergers and acquisitions; participated in the new product planning process, including traveling to visit customer R&D facilities to evaluate next-generation technical needs and pricing sensitivity. -
Financial AdvisorMerrill Lynch Jun 2004 - May 2005New York, Ny, UsWorked as a producing Financial Advisor and analyst focusing on retirement planning, estate planning, and non-profit foundation management. Attained Series 7 & 66 licenses and Certified Financial Manager (CFM) designation.
Benjamin Pappas Skills
Benjamin Pappas Education Details
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Mit Sloan School Of ManagementAi: Implications For Business Strategy -
University Of Oregon Lundquist College Of BusinessOregon Executive Mba Program -
The Wharton SchoolSecurities Industry Institute -
Linfield UniversityMath
Frequently Asked Questions about Benjamin Pappas
What company does Benjamin Pappas work for?
Benjamin Pappas works for Bates Group
What is Benjamin Pappas's role at the current company?
Benjamin Pappas's current role is Chief Executive Officer of Bates Group.
What is Benjamin Pappas's email address?
Benjamin Pappas's email address is bp****@****oup.com
What is Benjamin Pappas's direct phone number?
Benjamin Pappas's direct phone number is +120638*****
What schools did Benjamin Pappas attend?
Benjamin Pappas attended Mit Sloan School Of Management, University Of Oregon Lundquist College Of Business, The Wharton School, Linfield University.
What skills is Benjamin Pappas known for?
Benjamin Pappas has skills like Finance, Mergers And Acquisitions, Strategic Planning, Leadership, Financial Analysis, Financial Modeling, Marketing, Strategic Partnerships, Executive Management, Investments, Market Research, Cross Functional Team Leadership.
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