Xpert Financial
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22 Xpert Financial employees in database. Find out everything there's to know about Xpert Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Xpert Financial Employees
Frank, Rimerman + Co. LLP June 2013 - September 2013
Fantasy Hip Hop June 2011 - September 2011
Three Bridge Wealth Advisors, LLC June 2011 - September 2011
Xpert Financial June 2010 - September 2010
Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
B.S. in Business Administration
DSG Consulting 2011 - Present
Xpert Financial 2010 - 2011
UNBOUND Technologies 2007 - 2009
MXL Partners 2006 - 2007
ZANTAZ 2003 - 2006
diCarta 2000 - 2001
Evoke Software 1998 - 2000
Junglee 1997 - 1998
BayStone Software 1995 - 1997
Auspex Systems 1989 - 1994
Skills
Corporate Strategy, Marketing Leadership, Marketing Strategy, Marketing Consulting, Sales Consulting, Sales Enablement, SaaS, Enterprise Software, CRM, Digital Marketing, Integrated Marketing, Marketing Communications, Market Research, Lead Generation, Product Marketing, Product Management, Mergers & Acquisitions, Program Management, Strategic Planning, New Business Development, Start-ups
Education
Stanford University
MBA, Marketing/Finance
Massachusetts Institute of Technology
MS, Electrical Engineering
Stanford University
BS, Electrical Engineering
LendingHome Corporation February 2015 - Present
Avinger Inc. December 2012 - August 2013
Xpert Financial June 2011 - August 2011
Skills
Matlab, ANSI C, Solidworks, Photoshop, Microsoft Excel, Medical Devices, SolidWorks
Education
Dartmouth College 2011 — 2014
Bachelor of Arts (B.A.), Engineering Sciences and Biology
University of California, San Diego 2010 — 2011
Mathematics and Economics
Menlo School 2006 — 2010
GED
Self-Employed 2015 - Present
LaunchPad Central 2013 - 2014
Social Finance (SoFi) 2011 - 2013
Xpert Financial 2011 - 2011
Gordian Labs 2006 - 2010
Finaplex 2002 - 2005
Independent Consultant 2000 - 2002
UBS 1995 - 2000
Vanguard Software Corporation 1994 - 1995
Metaresearch, Inc. 1993 - 1994
Skills
Agile Methodologies, Start-ups, SaaS, Software Development, Enterprise Architecture, Scalability, Java, Strategy, Cloud Computing, Product Management
Education
Reed College 1991 — 1994
B.A., Economics and Philosophy
Portland State University 1994 — 1994
Systems Science
Wellesley College 1990 — 1991
Salesforce August 2015 - Present
salesforce.com July 2013 - August 2015
CapRally October 2012 - June 2013
Xpert Financial February 2011 - October 2012
Brightidea October 2009 - February 2011
slinkset January 2008 - June 2009
NBX September 2005 - February 2008
Grand Central Communications 2004 - 2005
Starview Technology 2003 - 2004
Skills
User Interface Design, User Experience Design, User Interface, Visual Design, User Experience, Web Design, Graphic Design, CSS, Mobile Applications, User Research
Education
Loyola Marymount University 1999 — 2003
BA, Graphic Design
Mendix August 2012 - Present
Harpoon Brewery January 2011 - August 2012
Bain Capital November 2010 - January 2011
Crothall Services Group May 2010 - September 2010
Xpert Financial June 2009 - August 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
New Business Development, Enterprise Software, Sales, Account Management, Solution Selling, SaaS, Life Science Industry, Lead Generation, Cloud Computing, Salesforce.com, Clinical Research, Pharmaceutical Industry, Construction, Home Builders, Molecular Diagnostics, Agile Methodologies, Web Applications, Start-ups, Mobile Applications, Direct Sales, CTMS, Strategic Prospecting, LIMS, Compliance, Long-term Customer..., Sandler
Education
University of Pennsylvania
Bachelor of Arts
St. Paul's School
High School (Concord, NH)
Shady Hill
Brubaker Law LLP June 2012 - Present
Xpert Financial September 2010 - September 2012
Acuitus October 2007 - August 2010
Sullivan & Cromwell LLP October 2006 - September 2007
Acuitus 2004 - 2005
Vitria Technology June 1999 - August 1999
TIBCO Software June 1998 - August 1998
Skills
Start-ups, Venture Capital, Entrepreneurship, Securities, Private Equity, Mergers, Management, Leadership, Strategy, Team Leadership, New Business Development, Business Strategy, Corporate Law, Finance, Product Development, Executive Management, Mobile Applications, Strategic Partnerships, Mergers & Acquisitions, Analytics
Education
Harvard Law School 2003 — 2006
JD, Law
Stanford University 2002 — 2003
MS, Computer Science
Stanford University 1997 — 2002
B.A.S, Computer Science and History
The Great Outdoors May 2015 - Present
OnMyBlock 2012 - 2015
University of San Diego 2012 - 2013
Xpert Financial 2011 - 2011
YSO Capital Management 2011 - 2011
University of San Diego 2010 - 2011
Spieker Companies 2010 - 2010
Skills
Entrepreneurship, Leadership, New Business Development, Real Estate, Start-ups, Marketing Strategy, Public Speaking, Social Media, Web Design, Market Research, Public Relations, Sales
Education
University of San Diego 2009 — 2013
B.A. Interdisciplinary Humanities & Art History
Universidad Pontificia Comillas 2011 — 2011
Madrid, Spain
Menlo School 2005 — 2009
Oak Knoll School 1997 — 2002
Parthenon-EY September 2014 - Present
Parthenon-EY June 2013 - August 2013
Takenaka Partners LLC August 2012 - December 2012
J.P. Morgan May 2012 - August 2012
UBS February 2012 - May 2012
Xpert Financial June 2011 - August 2011
Skills
Financial Modeling, Valuation, Data Analysis, PowerPoint, Business Strategy, Microsoft Excel, Economics, Corporate Finance
Education
University of Southern California 2010 — 2014
Undergraduate, Natural Sciences, Business Administration, Economics
Fudan University 2014 — 2014
London School of Economics and Political Science
General Course
Menlo School 2006 — 2010
Gameplay.fm March 2012 - Present
Fantasy Hip Hop January 2011 - December 2012
Xpert Financial June 2009 - November 2010
Apple Inc. June 2007 - April 2009
Brown University June 2005 - August 2008
Raytheon June 2006 - September 2006
Skills
Game Development, System Architecture, Virtual Worlds, Software Engineering, User Interface, Financial Technology, FINRA, 144A, Mobile Applications, Video Games, Agile Methodologies, Mobile Games, Mobile Devices, PHP, iOS development, Cocoa, Web Applications, Software Development, User Experience, LEAP, Start-ups, iOS, Entrepreneurship, Objective-C, Cross-platform...
Education
Brown University 2004 — 2008
BA, Computer Science
Phillips Academy Andover 2000 — 2004
Packer Collegiate Institute
Xpert Financial May 2011 - July 2012
Skills
Selenium, Statistics, Java, User Experience, Microsoft Office, Start-ups, Valuation, Testing, Financial Analysis, Usability Testing, Data Analysis, Quality Assurance, Manual Testing, JMeter
Education
Stanford University
UserTesting May 2015 - Present
Life360 June 2014 - April 2015
SideReel January 2013 - August 2013
Xpert Financial April 2011 - June 2012
Acuitus October 2010 - January 2011
Skills
Due Diligence, Copy Editing, Ruby, Agile Methodologies, Marketing Copy, Active Directory, Ruby on Rails, Web Testing, Web Development, Chicago Manual, Testing, Quality Assurance, Test Driven Development, Qualitative Research, Critical Thinking, Test Planning, Analysis, Ubuntu, Test Automation, Pair Programming, Web Applications, Vim, Exploratory Testing, Phone Whisperer, Test Strategy, Black Box Testing, Mobile Applications, Software Development, Java, HTML, JavaScript, Mobile Devices
Education
Sarah Lawrence College 2005 — 2009
Phillips Exeter Academy 2001 — 2005
Algert Global LLC September 2015 - Present
Standard Pacific Capital July 2013 - August 2015
Xpert Financial July 2011 - July 2012
Goldman Sachs August 2009 - August 2010
Goldman Sachs July 2007 - July 2009
Goldman Sachs June 2006 - September 2006
PTOS Software June 2005 - September 2005
Skills
Investment Banking, Hedge Funds, Finance, Securities, Business Development, Analysis, Management, Electronic Trading, Prime Brokerage, Executive Management, Marketing Strategy, Market Data, Due Diligence, Entrepreneurship, Series 7, Marketing, Equities, Leadership, Series 63, Fixed Income, Financial Modeling, Sales, Bloomberg, Strategy, Investments, Valuation, Capital Markets, Alternative Investments, Venture Capital
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, Social Responsibility & Entrepreneurship
University of California, Davis 2003 — 2007
Bachelors of Arts (BA), Economics
HFF September 2015 - Present
OnMyBlock, Inc. October 2014 - May 2015
Venovate Holdings, Inc. April 2013 - October 2014
CapRally October 2012 - April 2013
Xpert Financial January 2009 - April 2013
Moblyng August 2008 - January 2009
Bay Capital Partners January 2008 - August 2008
Arbor Advisors December 2006 - January 2008
FlipTrack.com / iPlayMusic September 2006 - December 2006
CB Richard Ellis June 2005 - September 2005
Skills
Entrepreneurship, Financial Markets, Advisory, Venture Capital, Investment Banking, Deal Sourcing, PE, Private Equity, Valuation, Financial Advisory, Networking, Start-ups, Capital Raising, Due Diligence, Financial Analysis, Business Development, Investments, Strategy, Mergers & Acquisitions, Finance, Management, Leadership
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics, Philosophy
Menlo School 1998 — 2002
Andro's Rostilj August 2012 - Present
Xpert Financial March 2009 - June 2012
Ferrari Ottoboni Caputo & Wunderling LLP September 2006 - March 2009
Skills
Venture Capital, Corporate Finance, Private Equity, Series 7, Corporate Development, Executive Management, Start-ups, Outsourcing Management, Securities, SEC, Business Operations, Series 63, Mergers & Acquisitions, Investments, Entrepreneurship, Financial Analysis, Financial Markets
Education
University of Southern California 1999 — 2003
Communication
Santa Clara University School of Law 2003 — 2006
JD
Golden Gate University 2006 — 2008
Master of Laws (LLM), Tax Law/Taxation
Andersen Tax July 2014 - Present
Andersen Tax June 2013 - August 2013
Xpert Financial June 2011 - August 2011
Ryker eDiscovery June 2011 - July 2011
Blue Bird Cleaners September 2009 - June 2011
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration
Menlo School 2006 — 2010
Pryzm June 2015 - Present
Trippy Clip February 2015 - Present
Applewood Pizza January 2013 - January 2014
Xpert Financial May 2011 - August 2011
TrustNode May 2010 - August 2010
Skills
Start-ups, Social Media, Sales, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Facebook, Event Planning, Leadership, Marketing, Research
Education
Le Cordon Bleu College of Culinary Arts - San Francisco 2013 — 2015
Southern Methodist University
Pre-Law Scholar
Inverness Advisors 2013 - Present
Xpert Financial 2011 - 2013
Seven Hills Partners 2003 - 2010
Yipes Communications 2000 - 2002
SG Cowen Securities 1998 - 2000
Cowen & Company 1994 - 1998
Kidder, Peabody 1989 - 1992
Lehman Brothers 1982 - 1989
Skills
Financial Institutions, Venture Capital, Equities, Investment Banking, Corporate Finance, Business Development, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Securities, Strategy, Competitive Analysis, Start-ups, Finance, Strategic Partnerships, M&A experience, Capital Markets, Private Equity, Proprietary Trading, Strategic Planning, International Finance, Business Strategy, Management, Investor Relations, Leadership, Valuation
Education
Stanford University Graduate School of Business 1981 — 1983
Stanford University 1974 — 1978
A.B., Economics
Boost Incubator June 2012 - Present
Makegameswith.us April 2012 - Present
Livestream December 2011 - Present
Enders Fund April 2010 - Present
Xpert Financial January 2009 - Present
Skills
Mobile Devices, Entrepreneurship, User Interface Design, User Interface, Start-ups, Venture Capital
Education
University of California, Los Angeles
Analysis Group July 2012 - Present
Stanford University March 2007 - July 2012
Xpert Financial 2012 - 2012
Stanford University January 2009 - June 2010
Moody's KMV June 2008 - September 2008
Skills
Econometrics, Statistics, Data Analysis, Research, Stata, Economics, Quantitative Analytics, R, Matlab, SAS, Statistical Modeling, LaTeX, Policy Analysis, Economic Research, Teaching, Qualitative Research
Education
Stanford University
PhD
Stanford University
Master of Science
Peking University
Wuhan University
S&P Capital IQ August 2014 - Present
Tripleshot April 2013 - August 2014
Xpert Financial January 2012 - December 2012
Barclays Capital 2007 - 2011
Merrill Lynch February 2006 - September 2007
Archipelago April 2000 - February 2006
Carr Futures 1996 - 2000
Discount Corporation of NY Futures 1990 - 1996
Skills
Equities, Financial Markets, Trading, Securities, Series 7, Electronic Trading, Options, Trading Systems, Risk Management, FINRA, Series 63, Relationship Management, Bloomberg, Finance, Hedge Funds, Capital Markets, Derivatives, Client Relationship..., MBA Finance, CRM, Investments, Commodity, Leadership, Management, Strategy, Equity Trading, Business Development, Financial Technology, Alternative Investments, SaaS, Start-ups, Business Strategy, New Business Development, Market Structure, Sales, Algorithms, Venture Capital, investment managment, Futures, sales managment, Financial Analysis, ETFs, Fixed Income
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
testmunk June 2015 - Present
Xpert Financial 2010 - 2010
Education
Stanford University 2014 — 2018
Bachelor’s Degree, Computer Science