Frank founded Whitestone Associates in 1992. He brings over 25 years of global business proficiency, financial transactions on four continents, and successful transactions with international Fortune 500 companies to his role as Whitestone’s Senior Managing Director. His expertise in acquisitions, divestitures, and capital funding for small to mid-sized clients benefit the domestic and international niche markets in which Whitestone caters. Frank shares his expert knowledge and passion for teaching as adjunct professor at Adelphi University and Stevens Institute of Technology Graduate Schools of Business , instructing MBA students on courses regarding entrepreneurship, finance and strategic management. In July, 2019, evaluated as an outstanding instructor by his Stevens students. A native New Yorker, Frank earned both an MBA and MS from Hofstra University, and a BS from the State University of New York.

Ryan Phan is an experienced Business Analytics professional with proficiency in analytics, management planning, and strategic consulting. As an Analytics Advisor at Whitestone Associates LLC, he partners with management to enhance the bolt-on acquisition identification process. He leads initiatives in process automation, data governance, and integration, achieving reduction in processing time. Previously, as a Business Analytics Analyst in Finance, he specialized in developing automated BI reports, defining key performance metrics, and optimizing operations across multiple lines of business, resulting in increased efficiency and improved cross-selling opportunities. He holds a Master of Science in Business Analytics at Adelphi University. His research and projects focused on enhancing corporate credit rating predictions and customer satisfaction through machine learning models and natural language processing (NLP).

Shalon Cordoba is a Business Analyst with experience in data automation, machine learning, and text analytics. She has developed automated scripts to streamline large-scale data collection and cleaning, improving efficiency and accuracy in analysis. Her work includes applying natural language processing (NLP) techniques to extract insights from unstructured data, leading text analytics projects to identify trends, and building predictive models such as XGBoost for classification tasks. She graduated with a Master of Science in Business Analytics and is proficient in Python, R, and Tableau, with additional fluency in Spanish, Portuguese, and English.

Xiaoying (Cherry) Kan brings over 15 years of multinational leadership and strategic consulting to Whitestone. She founded and scaled an international trade company to $4M in revenue, utilizing data-driven market analysis and machine learning models to expand operations across 25 countries. Prior to this, she spent nearly a decade at Fortune 500 company -- PETRONAS, where she served as a Marketing Manager and Data Analyst, leveraging SAP and SQL to optimize sales models and increase forecasting accuracy. As Graduate Assistant at Adelphi University, Cherry specializes in transforming raw data into competitive advantages through predictive modeling and BI solutions. A global professional with experience spanning China, Malaysia, and the U.S., she holds a BBA in Marketing, and an MS in Business Analytics from Adelphi University.

Dalia Do is a Business Analytics professional specializing in data automation, predictive analytics, and business intelligence. At Whitestone Analytics, she supports acquisition intelligence initiatives by leading data enrichment processes, automating data pipelines, and ensuring the accuracy and scalability of M&A prospect datasets. She has experience developing analytical models, validating large-scale datasets, identifying trends, and producing executive dashboards to support strategic planning, business portfolio and operational decision-making within consulting environments in Vietnam and the US. Dalia holds a BBA in Business Management (Economics and Finance) and a Master of Science in Business Analytics from Adelphi University, with a focus on advanced business analytics methods, natural language processing (NLP), machine learning, and data visualization techniques in Python, R, Power BI and tableau to drive business insights.

Dr. Yue Han is an Associate Professor of the Decision Sciences and Marketing Department in the Robert B. Willumstad School of Business at Adelphi University. She teaches analytical and statistical modeling, applied machine learning, and text analytics. Her main research areas include crowdsourcing, knowledge reuse for innovation, and information diffusion in social media. She also studies the application of business intelligence and artificial intelligence. She has published papers in prestigious journals and conferences such as Information Systems Research, Journal of the Association for Information Systems, Technological Forecasting and Social Change, Information Systems Frontiers, International Conference on Information Systems, and ACM SIGCHI Conference on Computer-Supported Cooperative Work & Social Computing.

Jim is founder and principal of a corporate finance and M&A advisory firm, as well as a seasoned corporate lawyer. His career and experience spans four decades with extensive experience in mergers, acquisitions, corporate finance, governance and succession planning. His industry focus includes food and agri-business, financial services, energy, transportation, health, aviation and global manufacturing. He has advised on numerous significant private and public transactions across Canada, involving international acquirers or target companies. Jim has been recognized by Best Lawyers in Canada for his expertise in Corporate Law, Corporate Governance Practice, Securities Law and Mergers and Acquisition Law.