Apex Capital, LLC
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Apex Capital, LLC Employees
Employee
Years
Job
Industry
Laura Van Loan Laura Van Loan's Apex Capital, LLC Experience February 2003 - March 2008
Job Senior Associate at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial April 2009 - Present
Apex Capital, LLC February 2003 - March 2008
Fidelity Investments October 2000 - September 2002
Institute of Economic Affairs - London January 1999 - July 1999
Skills
Hedge Funds, Fund Of Funds, Investments, Performance Reporting, Executive Reporting, Research, Trade Support, Compliance Support, Fund Accounting Support, Operations Management, Data Analysis, Investor Relations..., Asset Management, Trading, Financial Services, Alternative Investments, Portfolio Management, Asset Managment, Advent, Class Actions, Valuation, Bloomberg, Fixed Income, Leadership
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brookfield Academy
High School Diploma
Mesirow Financial April 2009 - Present
Apex Capital, LLC February 2003 - March 2008
Fidelity Investments October 2000 - September 2002
Institute of Economic Affairs - London January 1999 - July 1999
Skills
Hedge Funds, Fund Of Funds, Investments, Performance Reporting, Executive Reporting, Research, Trade Support, Compliance Support, Fund Accounting Support, Operations Management, Data Analysis, Investor Relations..., Asset Management, Trading, Financial Services, Alternative Investments, Portfolio Management, Asset Managment, Advent, Class Actions, Valuation, Bloomberg, Fixed Income, Leadership
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.), Economics
Brookfield Academy
High School Diploma
Kara Singleton Dille, CPA Kara Singleton Dille, CPA's Apex Capital, LLC Experience April 2011 - Present
Job Chief Operating Officer at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC April 2011 - Present
Apex Capital, LLC February 2004 - March 2011
Ernst & Young LLP August 2000 - January 2004
Linkscape Software 2000 - 2000
QuadraMed 1999 - 2000
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Management, Finance
Education
The University of Montana - School of Business Administration 1998 — 1999
Master of Accountancy, Accounting
Apex Capital, LLC April 2011 - Present
Apex Capital, LLC February 2004 - March 2011
Ernst & Young LLP August 2000 - January 2004
Linkscape Software 2000 - 2000
QuadraMed 1999 - 2000
Skills
Hedge Funds, Investments, Equities, Alternative Investments, Asset Management, Finance
Education
The University of Montana - School of Business Administration 1998 — 1999
Master of Accountancy, Accounting
Tom Wilkes Tom Wilkes's Apex Capital, LLC Experience October 2014 - Present
Job Owner Principal at Apex Capital, LLC
Industry Banking
Experience
Apex Capital, LLC October 2014 - Present
Intermountain Community Bank December 2013 - August 2014
US Bank Home Mortgage September 2010 - December 2013
Sterling Savings Bank March 1995 - March 2009
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Sales, Refinance, Commercial Banking, FHA, Residential Mortgages, VA loans, USDA, Commercial Mortgages, Construction Loans
Education
Montana State University-Bozeman 1979 — 1983
Bus. Mgmt, Business/Econ
Apex Capital, LLC October 2014 - Present
Intermountain Community Bank December 2013 - August 2014
US Bank Home Mortgage September 2010 - December 2013
Sterling Savings Bank March 1995 - March 2009
Skills
Banking, Mortgage Lending, Credit, Loans, Loan Origination, Mortgage Banking, Sales, Refinance, Commercial Banking, FHA, Residential Mortgages, VA loans, USDA, Commercial Mortgages, Construction Loans
Education
Montana State University-Bozeman 1979 — 1983
Bus. Mgmt, Business/Econ
Howard Knapp Howard Knapp's Apex Capital, LLC Experience October 2013 - May 2014
Job Marketing Coordinator at Berry Appleman & Leiden LLP
Industry Marketing and Advertising
Experience
Berry Appleman & Leiden LLP April 2015 - Present
Gametime United July 2014 - November 2014
Apex Capital, LLC October 2013 - May 2014
Patpatia & Associates April 2013 - August 2013
National Writing Project May 2012 - April 2013
The Compass Fellowship with the Kenneth Cole Foundation January 2011 - April 2012
Law Offices of Lawrence M. Knapp May 2010 - January 2012
Skills
Research, Public Speaking, Blogging, Community Outreach, Nonprofits, PowerPoint, Microsoft Excel, Social Networking, Facebook, Microsoft Office, Social Media, Event Planning, Hedge Funds, Asset Management, Business Growth..., Microsoft Word, Teaching, Public Relations
Education
University of California, Berkeley 2010 — 2013
Bachelors of Arts, English
Linden High School 2007 — 2010
High School Diploma
Berry Appleman & Leiden LLP April 2015 - Present
Gametime United July 2014 - November 2014
Apex Capital, LLC October 2013 - May 2014
Patpatia & Associates April 2013 - August 2013
National Writing Project May 2012 - April 2013
The Compass Fellowship with the Kenneth Cole Foundation January 2011 - April 2012
Law Offices of Lawrence M. Knapp May 2010 - January 2012
Skills
Research, Public Speaking, Blogging, Community Outreach, Nonprofits, PowerPoint, Microsoft Excel, Social Networking, Facebook, Microsoft Office, Social Media, Event Planning, Hedge Funds, Asset Management, Business Growth..., Microsoft Word, Teaching, Public Relations
Education
University of California, Berkeley 2010 — 2013
Bachelors of Arts, English
Linden High School 2007 — 2010
High School Diploma
Sandy Colen's Apex Capital, LLC Experience 1995 - Present
Job Founder & Chief Executive Officer at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC 1995 - Present
Pacific Equity Management 1985 - 1994
Skills
Hedge Funds, Asset Management, Equities, Equity Research, Portfolio Management, Alternative Investments, Financial Modeling, Bloomberg, Investment Strategies, Valuation, Fixed Income, Private Equity, Trading, Venture Capital, Investment Management, Capital Markets, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
MBA, Finance
University of California, Los Angeles 1970 — 1974
BA, Political Science
Apex Capital, LLC 1995 - Present
Pacific Equity Management 1985 - 1994
Skills
Hedge Funds, Asset Management, Equities, Equity Research, Portfolio Management, Alternative Investments, Financial Modeling, Bloomberg, Investment Strategies, Valuation, Fixed Income, Private Equity, Trading, Venture Capital, Investment Management, Capital Markets, Asset Allocation
Education
University of California, Los Angeles - The Anderson School of Management 1974 — 1976
MBA, Finance
University of California, Los Angeles 1970 — 1974
BA, Political Science
Stuart Jivapongse Stuart Jivapongse's Apex Capital, LLC Experience January 2015 - Present
Job Chief Technology Officer at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC January 2015 - Present
Apex Capital, LLC July 2008 - Present
KKR Financial May 2005 - July 2008
Haas School of Business August 1999 - May 2005
Skills
VMware, Windows, Microsoft Office, Active Directory, Advent AXYS, Advent Geneva, Blackberry Enterprise..., Bloomberg, Bloomberg Data License, Business Analysis, Citrix, CRM, Dark Pools, Disaster Recovery, DFS, DNS, Group Policy, HTML, IPC, iSCSI, IT Compliance, Mac OS X, Microsoft Exchange, Nortel, Omgeo Oasys, QuickBooks, RSA SecurID, Security, SQL, Trading Systems, Solarwinds, Storage Area Networks, Symantec Endpoint..., System Administration, Ubuntu, VBA, VBScript, Windows Server, WSUS
Education
University of California, Berkeley 1999 — 2003
BA, Legal Studies
Cerritos High School
Apex Capital, LLC January 2015 - Present
Apex Capital, LLC July 2008 - Present
KKR Financial May 2005 - July 2008
Haas School of Business August 1999 - May 2005
Skills
VMware, Windows, Microsoft Office, Active Directory, Advent AXYS, Advent Geneva, Blackberry Enterprise..., Bloomberg, Bloomberg Data License, Business Analysis, Citrix, CRM, Dark Pools, Disaster Recovery, DFS, DNS, Group Policy, HTML, IPC, iSCSI, IT Compliance, Mac OS X, Microsoft Exchange, Nortel, Omgeo Oasys, QuickBooks, RSA SecurID, Security, SQL, Trading Systems, Solarwinds, Storage Area Networks, Symantec Endpoint..., System Administration, Ubuntu, VBA, VBScript, Windows Server, WSUS
Education
University of California, Berkeley 1999 — 2003
BA, Legal Studies
Cerritos High School
Sherri McCoy Sherri McCoy's Apex Capital, LLC Experience March 2012 - February 2013
Job Operations Manager at Liquid Capital
Industry Financial Services
Experience
Liquid Capital June 2015 - Present
Amegy Bank March 2013 - June 2015
Apex Capital, LLC March 2012 - February 2013
Marquette Commercial Finance November 1992 - March 2012
Texas Commerce Bank September 1988 - November 1992
Skills
Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Loans, Underwriting, Commercial Banking, Banking, Financial Analysis, Portfolio Management, Factoring, Cash Flow, Corporate Finance, Accounts Receivable, Small Business Lending, Funding, Credit Risk, Financial Risk, Loan Origination, Commercial Finance, Finance, Financial Structuring, Lines Of Credit
Education
University of Arkansas at Fayetteville 1985 — 1988
Bachelor, Finance
Liquid Capital June 2015 - Present
Amegy Bank March 2013 - June 2015
Apex Capital, LLC March 2012 - February 2013
Marquette Commercial Finance November 1992 - March 2012
Texas Commerce Bank September 1988 - November 1992
Skills
Asset Based Lending, Commercial Lending, Credit, Credit Analysis, Loans, Underwriting, Commercial Banking, Banking, Financial Analysis, Portfolio Management, Factoring, Cash Flow, Corporate Finance, Accounts Receivable, Small Business Lending, Funding, Credit Risk, Financial Risk, Loan Origination, Commercial Finance, Finance, Financial Structuring, Lines Of Credit
Education
University of Arkansas at Fayetteville 1985 — 1988
Bachelor, Finance
Lauren Park Lauren Park's Apex Capital, LLC Experience June 2014 - Present
Job Business Development Intern at Apex Capital, LLC
Industry Financial Services
Experience
Apex Capital, LLC June 2014 - Present
Jumpstart September 2013 - May 2015
Saint Mary's College of California September 2012 - August 2014
St. Anthony Foundation September 2012 - June 2013
SeaWorld San Diego June 2012 - August 2012
Skills
MS Word, Excel,..., Leadership, Program Management, Staff Development, Early Childhood..., Literacy, Community Outreach, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Social Networking, Event Planning, Fundraising, Customer Service, Time Management
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Science (BS), Business/Marketing, GPA 3.69 - Deans Honor List
Our Lady of Peace, San Diego 2009 — 2012
Apex Capital, LLC June 2014 - Present
Jumpstart September 2013 - May 2015
Saint Mary's College of California September 2012 - August 2014
St. Anthony Foundation September 2012 - June 2013
SeaWorld San Diego June 2012 - August 2012
Skills
MS Word, Excel,..., Leadership, Program Management, Staff Development, Early Childhood..., Literacy, Community Outreach, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Social Networking, Event Planning, Fundraising, Customer Service, Time Management
Education
Saint Mary's College of California 2012 — 2016
Bachelor of Science (BS), Business/Marketing, GPA 3.69 - Deans Honor List
Our Lady of Peace, San Diego 2009 — 2012
Jessica Cizdziel Jessica Cizdziel's Apex Capital, LLC Experience April 2013 - Present
Job Investor Relations at Apex Capital, LLC | MBA Candidate at UCLA Anderson
Industry Investment Management
Experience
UCLA Anderson School of Management August 2015 - Present
Apex Capital, LLC April 2013 - Present
Silver Lake Credit February 2011 - March 2013
San Francisco Chronicle, MissionLoc@l Newspaper December 2008 - June 2009
Skills
Investor Relations, Hedge Funds, Alternative Investments, Equities, Marketing Communications
Education
University of California, Berkeley 2007 — 2011
Double Major, Bachelor of Arts (B.A.), English & Political Science, Graduated with Distinction in Scholarship
University of Potsdam 2009 — 2009
Political Science and German Language
Archbishop Mitty
UCLA Anderson School of Management August 2015 - Present
Apex Capital, LLC April 2013 - Present
Silver Lake Credit February 2011 - March 2013
San Francisco Chronicle, MissionLoc@l Newspaper December 2008 - June 2009
Skills
Investor Relations, Hedge Funds, Alternative Investments, Equities, Marketing Communications
Education
University of California, Berkeley 2007 — 2011
Double Major, Bachelor of Arts (B.A.), English & Political Science, Graduated with Distinction in Scholarship
University of Potsdam 2009 — 2009
Political Science and German Language
Archbishop Mitty
Ann Poletti's Apex Capital, LLC Experience 2007 - 2013
Job
Industry Marketing and Advertising
Experience
DocuSign 2014 - Present
APEX Capital LLC 2007 - 2013
eBay Inc January 2006 - December 2006
eBay June 2003 - January 2006
MacAndrews & Forbes September 1996 - September 2002
IFC - International Finance Corporation 1994 - 1994
Education
Stanford University 2015 — 2015
Design Thinking Bootcamp
Harvard Business School
MBA, General Management
Middlebury College
B.A., Russian Area Studies
DocuSign 2014 - Present
APEX Capital LLC 2007 - 2013
eBay Inc January 2006 - December 2006
eBay June 2003 - January 2006
MacAndrews & Forbes September 1996 - September 2002
IFC - International Finance Corporation 1994 - 1994
Education
Stanford University 2015 — 2015
Design Thinking Bootcamp
Harvard Business School
MBA, General Management
Middlebury College
B.A., Russian Area Studies
Mitch Tuchman's Apex Capital, LLC Experience January 2000 - December 2007
Job Managing Director at Rebalance IRA "Retire With More"
Industry Investment Management
Experience
Rebalance IRA January 2012 - Present
MarketRiders December 2008 - Present
Inuvo, Inc. May 2008 - March 2012
Phoenix Technologies September 2008 - December 2010
Workstream November 2005 - August 2010
Kintera, Inc. May 2007 - July 2008
Apex Capital, LLC January 2000 - December 2007
Skills
Investment Management, Finance, Entrepreneurship, Portfolio Management, Wealth Management, Retirement, Start-ups, Investments, Hedge Funds, Financial Advisory, Investment Advisory, Financial Modeling, M&A experience, Private Equity, Strategy, Venture Capital, Business Strategy, Asset Management, Mergers & Acquisitions
Education
Harvard Business School 1980 — 1982
MBA
Boston University - School of Management 1974 — 1978
BSBA
Rebalance IRA January 2012 - Present
MarketRiders December 2008 - Present
Inuvo, Inc. May 2008 - March 2012
Phoenix Technologies September 2008 - December 2010
Workstream November 2005 - August 2010
Kintera, Inc. May 2007 - July 2008
Apex Capital, LLC January 2000 - December 2007
Skills
Investment Management, Finance, Entrepreneurship, Portfolio Management, Wealth Management, Retirement, Start-ups, Investments, Hedge Funds, Financial Advisory, Investment Advisory, Financial Modeling, M&A experience, Private Equity, Strategy, Venture Capital, Business Strategy, Asset Management, Mergers & Acquisitions
Education
Harvard Business School 1980 — 1982
MBA
Boston University - School of Management 1974 — 1978
BSBA
Mina Iskander's Apex Capital, LLC Experience September 2010 - Present
Job Controller at Apex Capital, LLC
Industry Accounting
Experience
Apex Capital, LLC September 2010 - Present
Harb Levy and Weiland November 2006 - September 2010
Skills
CPA, Hedge Funds
Education
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Accounting
Apex Capital, LLC September 2010 - Present
Harb Levy and Weiland November 2006 - September 2010
Skills
CPA, Hedge Funds
Education
California State University-East Bay
Bachelor of Business Administration (B.B.A.), Accounting
Justin Gould's Apex Capital, LLC Experience March 2011 - Present
Job Chief Compliance Officer at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC March 2011 - Present
Rosen Real Estate Securities LLC January 2010 - February 2011
Education
Emory University School of Law 2002 — 2005
J.D.
Cornell University 1998 — 2002
A.B.
The Athenian School
Apex Capital, LLC March 2011 - Present
Rosen Real Estate Securities LLC January 2010 - February 2011
Education
Emory University School of Law 2002 — 2005
J.D.
Cornell University 1998 — 2002
A.B.
The Athenian School
Jeffrey Pasquini's Apex Capital, LLC Experience June 2011 - Present
Job Director of Operations at Apex Capital, LLC
Industry Financial Services
Experience
Apex Capital, LLC June 2011 - Present
Litman/Gregory September 2010 - November 2011
Sterling Johnston Capital Mgmt, LP. 2003 - September 2010
McMorgan and Company 2000 - 2003
Education
Sonoma State University 1997 — 2000
Apex Capital, LLC June 2011 - Present
Litman/Gregory September 2010 - November 2011
Sterling Johnston Capital Mgmt, LP. 2003 - September 2010
McMorgan and Company 2000 - 2003
Education
Sonoma State University 1997 — 2000
Jennifer Provine's Apex Capital, LLC Experience May 1998 - 2010
Job Analyst/Portfolio Manager at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC May 1998 - 2010
Sterling Johnston Capital Management 1996 - 1998
Pacific Stock Exchange 1995 - 1996
Skills
Portfolio Management, Hedge Funds, Investments, Equity Research, Financial Modeling, Value Investing, Asset Management, Equities
Education
University of Southern California
Apex Capital, LLC May 1998 - 2010
Sterling Johnston Capital Management 1996 - 1998
Pacific Stock Exchange 1995 - 1996
Skills
Portfolio Management, Hedge Funds, Investments, Equity Research, Financial Modeling, Value Investing, Asset Management, Equities
Education
University of Southern California
Douglas Moffet's Apex Capital, LLC Experience October 1997 - Present
Job Equity Trader at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC October 1997 - Present
Gruber & McBaine Capital Management October 1996 - October 1997
LGT Capital Management February 1994 - October 1996
Skills
Investments, Family Office, Hedge Funds, Fund Of Funds, Equities, Bloomberg, Capital
Education
Allegheny College 1990 — 1993
Bachelor, Economics and Political Science
University of Pittsburgh 1989 — 1990
Economics and Political Science
Apex Capital, LLC October 1997 - Present
Gruber & McBaine Capital Management October 1996 - October 1997
LGT Capital Management February 1994 - October 1996
Skills
Investments, Family Office, Hedge Funds, Fund Of Funds, Equities, Bloomberg, Capital
Education
Allegheny College 1990 — 1993
Bachelor, Economics and Political Science
University of Pittsburgh 1989 — 1990
Economics and Political Science
Susan Stohl's Apex Capital, LLC Experience March 1995 - August 1997
Job at
Industry Insurance
Experience
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Windermere Realty Group March 2013 - Present
Windermere Realty Group August 2009 - Present
AXA Rosenberg Investment Management September 1998 - January 2006
Merrill Lynch September 1997 - September 1998
Apex Capital, LLC March 1995 - August 1997
Hambrecht & Quist December 1993 - August 1995
Airborne Express August 1993 - September 1994
Merrill Lynch September 1990 - August 1992
Skills
Sales Management, B2B and B2C Sales
Education
UC Berkeley Haas School of Business 1994 — 1996
MBA
Tufts University 1986 — 1990
BS, Economics
Rebekah Roberts's Apex Capital, LLC Experience March 2011 - Present
Job Investor Relations Manager at Apex Capital, LLC
Industry Investment Management
Experience
Apex Capital, LLC March 2011 - Present
Seasons Capital Management, LLC June 2005 - July 2010
West Highland Capital, Inc. 1996 - 2005
Residential Care Facility 1995 - 1996
Skills
Investments, Equities, Investor Relations, Hedge Funds, Fund Of Funds, Asset Management, Investment Advisory, Valuation, Private Equity, Trading, Fixed Income, Financial Services, Portfolio Management, Series 7, Mutual Funds, Alternative Investments, Bloomberg
Education
Humboldt State University 1990 — 1994
BS, Nursing
Apex Capital, LLC March 2011 - Present
Seasons Capital Management, LLC June 2005 - July 2010
West Highland Capital, Inc. 1996 - 2005
Residential Care Facility 1995 - 1996
Skills
Investments, Equities, Investor Relations, Hedge Funds, Fund Of Funds, Asset Management, Investment Advisory, Valuation, Private Equity, Trading, Fixed Income, Financial Services, Portfolio Management, Series 7, Mutual Funds, Alternative Investments, Bloomberg
Education
Humboldt State University 1990 — 1994
BS, Nursing
Seth Teich, CFA's Apex Capital, LLC Experience March 2002 - December 2009
Job Principal at KLM Analytics
Industry Investment Management
Experience
KLM Analytics August 2015 - Present
Balyasny Asset Management L.P. February 2013 - August 2015
Spring Point Capital, LLC August 2010 - September 2011
Apex Capital, LLC March 2002 - December 2009
Wachovia Securities September 1999 - February 2002
Bank of America Securities September 1995 - September 1999
Northwest Organ Procurement Agency April 1994 - September 1995
Children's Hospital and Medical Center May 1993 - September 1995
Skills
Equity Research, Financial Modeling, Portfolio Management, Investment Management, Hedge Funds, Due Diligence, Cash Flow Statements, Medical Devices, Chartered Financial..., Investment Portfolio, Financial Analysis, Cash Flow Analysis, Portfolio Optimization, Balance Sheet Review, Financial Accounting, Long/Short Equity, Healthcare, Healthcare Information..., Healthcare Industry, Healthcare Analytics, Business Analytics, Risk Analytics, Pharmaceutical Industry, Biotechnology Industry, Generic Drugs, Managed Care, Hospitals, Stock Market Analysis, Quantitative Research, Mergers & Acquisitions, Equity Capital Markets, Portfolio Performance..., Competitive Analysis, Environmental Issues, Financial Planning, Corporate Finance, Nonprofits, Business Development, Business Analysis, Business Strategy, Long-term Care, Forensic Accounting, Equity Valuation, Risk Management
Education
Cornell University 1988 — 1992
Bachelor of Science, Biology
KLM Analytics August 2015 - Present
Balyasny Asset Management L.P. February 2013 - August 2015
Spring Point Capital, LLC August 2010 - September 2011
Apex Capital, LLC March 2002 - December 2009
Wachovia Securities September 1999 - February 2002
Bank of America Securities September 1995 - September 1999
Northwest Organ Procurement Agency April 1994 - September 1995
Children's Hospital and Medical Center May 1993 - September 1995
Skills
Equity Research, Financial Modeling, Portfolio Management, Investment Management, Hedge Funds, Due Diligence, Cash Flow Statements, Medical Devices, Chartered Financial..., Investment Portfolio, Financial Analysis, Cash Flow Analysis, Portfolio Optimization, Balance Sheet Review, Financial Accounting, Long/Short Equity, Healthcare, Healthcare Information..., Healthcare Industry, Healthcare Analytics, Business Analytics, Risk Analytics, Pharmaceutical Industry, Biotechnology Industry, Generic Drugs, Managed Care, Hospitals, Stock Market Analysis, Quantitative Research, Mergers & Acquisitions, Equity Capital Markets, Portfolio Performance..., Competitive Analysis, Environmental Issues, Financial Planning, Corporate Finance, Nonprofits, Business Development, Business Analysis, Business Strategy, Long-term Care, Forensic Accounting, Equity Valuation, Risk Management
Education
Cornell University 1988 — 1992
Bachelor of Science, Biology
Ben Rounds's Apex Capital, LLC Experience May 2012 - August 2012
Job Quantitative Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Apex Capital, LLC May 2012 - August 2012
Merrill Lynch December 2010 - June 2011
Skills
Economics, Investments, Research, Microsoft Excel, Hedge Funds, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Alternative Investments, Statistics, Bloomberg, Stata, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Double major in Applied Mathematics and Economics
The University of Hong Kong 2013 — 2013
UCEAP Study Abroad Semester, Applied Mathematics, Finance
BlackRock August 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Apex Capital, LLC May 2012 - August 2012
Merrill Lynch December 2010 - June 2011
Skills
Economics, Investments, Research, Microsoft Excel, Hedge Funds, Microsoft Office, Financial Modeling, Valuation, Data Analysis, Finance, Financial Analysis, Alternative Investments, Statistics, Bloomberg, Stata, Public Speaking
Education
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Double major in Applied Mathematics and Economics
The University of Hong Kong 2013 — 2013
UCEAP Study Abroad Semester, Applied Mathematics, Finance
Peter Bogart's Apex Capital, LLC Experience June 2011 - October 2012
Job Managing Director Business Development at TitleVest
Industry Real Estate
Experience
TitleVest October 2012 - Present
Apex Capital, LLC June 2011 - October 2012
Kensington Vanguard, LLC June 2011 - October 2012
Opus Trading, LLC (a division of The Schonfeld Group) July 1998 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 1987 - September 1991
Skills
Real Estate, Fund Of Funds, Business Development, Hedge Funds, Strategy, Management, Risk Management
Education
Anderson School at UCLA 1991 — 1993
MBA, Finance
Fordham Law School 1984 — 1987
JD, Law
University of Michigan 1980 — 1984
AB, Political Science
TitleVest October 2012 - Present
Apex Capital, LLC June 2011 - October 2012
Kensington Vanguard, LLC June 2011 - October 2012
Opus Trading, LLC (a division of The Schonfeld Group) July 1998 - July 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 1987 - September 1991
Skills
Real Estate, Fund Of Funds, Business Development, Hedge Funds, Strategy, Management, Risk Management
Education
Anderson School at UCLA 1991 — 1993
MBA, Finance
Fordham Law School 1984 — 1987
JD, Law
University of Michigan 1980 — 1984
AB, Political Science