Executive Managing Director
In his 17-year career in investment banking, Rogers has successfully executed over 100 client assignments in sell-side, buy-side M&A, public and private capital financings, valuations, expert witness testimony, fairness opinions and financial consulting services. Hagen completed his undergraduate work at Southern Methodist University and received an MBA from the Owen Graduate School at Vanderbilt University.
Prior to directing Watermark, Hagen served investment banking clients as Vice President and Senior Associate at Wachovia Securities in Charlotte and Atlanta. He began his career with NationsBank in Dallas in corporate banking and also spent a summer as an intern with Chase Securities in Houston in investment banking. Rogers speaks regularly to CEOs on the topic of 'How to Win in Investment Banking Transactions.' For the past seven years, Rogers has led numerous half-day workshops for hundreds of CEOs in Atlanta, Knoxville, Los Angeles, Phoenix, San Diego, Birmingham, Louisville and Seattle.
Hagen is Series 7, 24, 79 and 63 licensed.
Dr. David Furse
Senior Consultant - Strategy
Dr. Furse serves clients as Watermark’s Senior Consultant on strategy, a subject matter that he has over forty years of experience. He created the StrategyMap© process for rapid strategy development and implementation. StrategyMap© addresses ten distinct areas of strategy development and execution - all of which matter in getting the appropriate payoff from strategy. He is co-founder of Executive AURA, a leadership and strategy training company helping leaders “Think, Lead and Act like a CEO”. He is currently working on a book titled The StrategyMapTM. David taught at Vanderbilt University from 1977-1983 in the Owen Graduate School of Management, leaving to launch NCG Research, which he grew to serve over 600 hospitals in 3 countries. He sold the business to an investor group in 1998 and rejoined the Vanderbilt faculty. For 10 years he taught Executive MBAs the Capstone Strategy Projects course in which teams consult with clients each year to create 5-year strategic plans. Furse is also founding director of mentor training of the Nashville Entrepreneur Center, an internationally recognized not-for-profit organization that screens, mentors, and incubates high-potential start-up businesses. Furse was an infantry officer in the U.S. Army where he served in the John F. Kennedy Special Warfare School and later as a Public Information Officer with the Ninth Infantry Division in South Viet Nam. For his service in Viet Nam, he received two Army Commendation Medals, two Bronze Stars, two Air Medals, and a Purple Heart.
Senior Consultant - Integration
Randy provides clients with integration planning services to protect and secure return on investment goals established by acquirers. Combining two cultures is complicated, but critical to realizing synergies identified by acquirers in transactions. Randy advises clients on timing and processes to successfully integrate people, operations and controls.
In Randy’s 25 year career with General Electric, he rose from working on an assembly line to CEO of GE Capital IT Solutions. While CEO of GE Capital IT Solutions, Dobbs learned GE’s acquisition integration processes as GE Capital IT Solutions acquired over 50 businesses. While in the role of CEO, Dobbs won the GE Turnaround Business of the Year Award in 2002. At GE Medical Systems, Dobbs successfully led an integration effort of CGR and its global operations. Randy has integrated both small and large companies for acquirers.
During a 3.5 year tenure as CEO at US Investigation Services, the largest provider of background investigations to the federal government, Dobbs led the company in its acquisition of Insurance Security Systems and successfully surpassed synergy goals set out at the close of the transaction.
A distinguished graduate of many of GE’s internationally recognized business development programs, Mr. Dobbs also holds a degree from Arkansas State University. He is the author of Transformational Leadership: A Blueprint for Real Organizational Change, which details Mr. Dobbs’ proven strategic business tools and transformational leadership ideas to create a business environment characterized by operational excellence, financial performance and overall growth.
Jake completed his undergraduate work at Clemson University and received a Master's Degree in Accountancy with a concentration in Valuation from the Owen Graduate School at Vanderbilt University. Prior to completing his Master's degree, Jake worked with Advance America as a financial analyst in the new product department group. He also worked at Elliott Davis as a consulting intern in the financial institutions group.
Jake is a Level III CFA candidate and is currently sitting for the CPA exam.
Jake is Series 79 and 63 licensed.
Dee graduated from Clemson University with a Bachelors of Science degree in Economics and a Minor in International Management. She worked for Sirrine Environmental Consultants for eleven years in their Human Resources and Accounting Departments. With her Greek heritage, she grew up in the restaurant business and worked for seven years at the Olympian Grill while her children were young.
Dee is very excited about being on the Watermark Team and getting back in the business field. She enjoys interacting with people and is looking forward to many opportunities to learn with Watermark.