CircleUp Company
Industry: Financial technology company
DescriptionCircleUp is a financial technology company based in San Francisco that focuses on consumer goods startups. Since its official launch in April 2012, CircleUp has helped several consumer companies raise equity including Back to the Roots, Halo Top Creamery Little Duck Organics, Rhythm Superfoods and others. Founders: Ryan Caldbeck, CEO; Rory Eakin, COO Headquarters: San Francisco, CA Founded: 2011 Number of employees: 55 (2017) Subsidiaries: Fundme Securities LLC, CircleUp Credit Advisors, LLC Type of business: Privately held company
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CircleUp Employees
Employee
Years
Job
Industry
James Alexander James Alexander's CircleUp Experience July 2013 - January 2015
Job Capital Formation for Direct Lenders
Industry Financial Services
Experience
FastPay March 2015 - Present
Alternative Capital Associates July 2014 - Present
Aequitas Capital July 2014 - Present
CircleUp July 2013 - January 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Colchis Capital Management, LP May 2012 - January 2014
Education
Stanford University
Webster University (Geneva, Switzerland)
FastPay March 2015 - Present
Alternative Capital Associates July 2014 - Present
Aequitas Capital July 2014 - Present
CircleUp July 2013 - January 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Colchis Capital Management, LP May 2012 - January 2014
Education
Stanford University
Webster University (Geneva, Switzerland)
Andrew Backs's CircleUp Experience June 2014 - Present
Job Founder / Chief Innovation Strategist at Pilot44
Industry Consumer Goods
Experience
Pilot44 Labs February 2014 - Present
CircleUp June 2014 - Present
Racetrackers January 2007 - Present
Fresh Brewing Company May 2014 - Present
Procter & Gamble March 2011 - February 2014
Procter & Gamble March 2004 - February 2014
Procter & Gamble May 2009 - July 2011
Ink-Hound.com September 2008 - February 2011
General Electric April 2002 - September 2003
Skills
Start-ups, Strategy, Strategic Partnerships, Entrepreneurship, Venture Capital, New Business Development, Strategic Planning, Leadership, Management, Business Development, Forecasting, Financial Modeling, Financial Analysis, Analysis, Finance, Consumer Products, Business Modeling, SAP, Sales Management, Risk Management, Executive Management, Open Innovation, Technological Innovation, Strategy Development, Innovation Management, Incubation, Innovation, Managerial Finance, Treasury, Capital Markets, Financial Management, Financial Reporting, Cost Reduction, Cost Analysis, Accounting, Project Finance, Project Portfolio..., Corporate Finance, share buyback, share repurchase, sales finance, Revenue Forecasting, Debt Structuring, Cash Management, Cash Flow, Tax, Operations Management, Market Research, Market Development, Financial Markets
Education
Purdue University - Krannert School of Management 2003 — 2005
MBA, Finance & Strategy, 3.9 GPA (out of 4)
Purdue University 2000 — 2003
Bachelors Of Science, Business, 3.96 GPA (out of 4)
Pilot44 Labs February 2014 - Present
CircleUp June 2014 - Present
Racetrackers January 2007 - Present
Fresh Brewing Company May 2014 - Present
Procter & Gamble March 2011 - February 2014
Procter & Gamble March 2004 - February 2014
Procter & Gamble May 2009 - July 2011
Ink-Hound.com September 2008 - February 2011
General Electric April 2002 - September 2003
Skills
Start-ups, Strategy, Strategic Partnerships, Entrepreneurship, Venture Capital, New Business Development, Strategic Planning, Leadership, Management, Business Development, Forecasting, Financial Modeling, Financial Analysis, Analysis, Finance, Consumer Products, Business Modeling, SAP, Sales Management, Risk Management, Executive Management, Open Innovation, Technological Innovation, Strategy Development, Innovation Management, Incubation, Innovation, Managerial Finance, Treasury, Capital Markets, Financial Management, Financial Reporting, Cost Reduction, Cost Analysis, Accounting, Project Finance, Project Portfolio..., Corporate Finance, share buyback, share repurchase, sales finance, Revenue Forecasting, Debt Structuring, Cash Management, Cash Flow, Tax, Operations Management, Market Research, Market Development, Financial Markets
Education
Purdue University - Krannert School of Management 2003 — 2005
MBA, Finance & Strategy, 3.9 GPA (out of 4)
Purdue University 2000 — 2003
Bachelors Of Science, Business, 3.96 GPA (out of 4)
Allie Rabman Allie Rabman's CircleUp Experience June 2015 - Present
Job Business Development Associate at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp June 2015 - Present
JH Partners July 2013 - June 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
RN Realty, LLC July 2009 - August 2009
Alzheimer's Association, Central New York Chapter May 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Financial Analysis, Corporate Development, M&A analysis, Strategy, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Accounting and Finance
University of Michigan
CircleUp June 2015 - Present
JH Partners July 2013 - June 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
RN Realty, LLC July 2009 - August 2009
Alzheimer's Association, Central New York Chapter May 2009 - July 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Private Equity, Financial Analysis, Corporate Development, M&A analysis, Strategy, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Accounting and Finance
University of Michigan
Daniel Kim's CircleUp Experience June 2012 - August 2012
Job Full Stack Software Engineer at Symphony Commerce (formerly sneakpeeq)
Industry Computer Software
Experience
Symphony Commerce (formerly sneakpeeq) June 2013 - Present
Discourse In Time February 2013 - August 2013
CircleUp June 2012 - August 2012
Mindspark Interactive Network, Inc. June 2011 - May 2012
University of Pennsylvania October 2010 - May 2011
Mindspark Interactive Network, Inc. May 2010 - September 2010
Mindspark Interactive Network, Inc. May 2009 - September 2009
NYPC Services of Long Island February 2008 - August 2008
Glen Cove School District 2006 - 2008
Skills
JavaScript, Python, jQuery, CSS, Java, HTML, Web Development, Django, AngularJS, PHP, ActionScript, Photoshop, Software Engineering, HTML 5, Git, C, AJAX, Unix/Linux, Windows, Illustrator, Spring, User Interface Design, Android, Android Development, Mootools, MySQL
Education
University of Pennsylvania 2008 — 2013
BSE, Computer Science
Symphony Commerce (formerly sneakpeeq) June 2013 - Present
Discourse In Time February 2013 - August 2013
CircleUp June 2012 - August 2012
Mindspark Interactive Network, Inc. June 2011 - May 2012
University of Pennsylvania October 2010 - May 2011
Mindspark Interactive Network, Inc. May 2010 - September 2010
Mindspark Interactive Network, Inc. May 2009 - September 2009
NYPC Services of Long Island February 2008 - August 2008
Glen Cove School District 2006 - 2008
Skills
JavaScript, Python, jQuery, CSS, Java, HTML, Web Development, Django, AngularJS, PHP, ActionScript, Photoshop, Software Engineering, HTML 5, Git, C, AJAX, Unix/Linux, Windows, Illustrator, Spring, User Interface Design, Android, Android Development, Mootools, MySQL
Education
University of Pennsylvania 2008 — 2013
BSE, Computer Science
Andrew Hall Andrew Hall's CircleUp Experience May 2004 - November 2010
Job CTO at Deep 6 Analytics
Industry Computer Software
Experience
Deep 6 Analytics April 2015 - Present
Instantly November 2010 - April 2015
CircleUp May 2004 - November 2010
Independent Consulting/Internet Systems Group 2001 - 2004
Clearview Networks 2000 - 2001
3G Interactive 1999 - 2000
Securant Technology 1997 - 1999
IBM 1989 - 1997
Skills
REST, Log4j, Web Applications, JavaScript, MongoDB, Agile Methodologies, Spring, Java, Drupal, Mongo, MySQL, jQuery, Dojo, XQuery, UML, Apache, Java Enterprise Edition, Software Development, Web Services
Education
Tufts University 1985 — 1989
Bachelor's of Science, Electrical and Electronics Engineering
University of Sussex 1987 — 1987
Deep 6 Analytics April 2015 - Present
Instantly November 2010 - April 2015
CircleUp May 2004 - November 2010
Independent Consulting/Internet Systems Group 2001 - 2004
Clearview Networks 2000 - 2001
3G Interactive 1999 - 2000
Securant Technology 1997 - 1999
IBM 1989 - 1997
Skills
REST, Log4j, Web Applications, JavaScript, MongoDB, Agile Methodologies, Spring, Java, Drupal, Mongo, MySQL, jQuery, Dojo, XQuery, UML, Apache, Java Enterprise Edition, Software Development, Web Services
Education
Tufts University 1985 — 1989
Bachelor's of Science, Electrical and Electronics Engineering
University of Sussex 1987 — 1987
Austin Bryant Austin Bryant's CircleUp Experience December 2012 - October 2013
Job Director of Sales at Xignite
Industry Information Technology and Services
Experience
Xignite October 2014 - Present
GSV Financial Group November 2013 - October 2014
CircleUp December 2012 - October 2013
Prosper Marketplace August 2011 - December 2012
LC Advisors (A Lending Club Subsidiary) March 2011 - August 2011
Fisher Investments August 2007 - February 2010
Fisher Investments June 2005 - July 2007
Skills
Investments, Alternative Investments, Portfolio Management, Capital Markets, Series 65, Salesforce.com, Investment Management, Asset Allocation, Options, P2P, Management, Sales, Thompson One, Series 63, Hedge Funds, Mutual Funds, High Net Worth..., Equity Trading, Onyx, Crowdfunding, Venture Capital, CRM, Series 82, Private Equity, Entrepreneurship, Investment Advisory, Funding, 401k, Financial Advisory, Loans, Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management..., Wealth Management, Investment Strategies, Trading, Retirement Planning, Financial Markets, Financial Services, Investor Relations, Investment Banking, Asset Management, Fixed Income, Securities, Valuation, Bonds, Series 7, ETFs, Bloomberg
Education
University of Alabama 1999 — 2003
BA, Financial Management
Stratford Academy 1998 — 1999
The Darlington School 1996 — 1998
Stratford Academy 1995 — 1996
Xignite October 2014 - Present
GSV Financial Group November 2013 - October 2014
CircleUp December 2012 - October 2013
Prosper Marketplace August 2011 - December 2012
LC Advisors (A Lending Club Subsidiary) March 2011 - August 2011
Fisher Investments August 2007 - February 2010
Fisher Investments June 2005 - July 2007
Skills
Investments, Alternative Investments, Portfolio Management, Capital Markets, Series 65, Salesforce.com, Investment Management, Asset Allocation, Options, P2P, Management, Sales, Thompson One, Series 63, Hedge Funds, Mutual Funds, High Net Worth..., Equity Trading, Onyx, Crowdfunding, Venture Capital, CRM, Series 82, Private Equity, Entrepreneurship, Investment Advisory, Funding, 401k, Financial Advisory, Loans, Financial Analysis, Strategic Financial..., Financial Modeling, Wealth Management..., Wealth Management, Investment Strategies, Trading, Retirement Planning, Financial Markets, Financial Services, Investor Relations, Investment Banking, Asset Management, Fixed Income, Securities, Valuation, Bonds, Series 7, ETFs, Bloomberg
Education
University of Alabama 1999 — 2003
BA, Financial Management
Stratford Academy 1998 — 1999
The Darlington School 1996 — 1998
Stratford Academy 1995 — 1996
Jonathan Sandlund Jonathan Sandlund's CircleUp Experience July 2014 - Present
Job Growth Specialist at CircleUp
Industry Financial Services
Experience
CircleUp July 2014 - Present
TheCrowdCafe August 2012 - Present
localinvestors.org September 2012 - July 2014
Coburn Greenberg Partners LLC August 2011 - July 2012
The Riverside Company September 2010 - December 2010
Fogel Neale Securities May 2010 - August 2010
Sandlund Investments LLC April 2009 - May 2010
tripledesignz.com February 2004 - October 2005
Skills
Crowdfunding, Public Speaking, Writing, Market Research, Financial Modeling, Financial Analysis, Systems Thinking, Business Valuation, E-commerce, Due Diligence, Business Analysis, Customer Economics, Behavioral Psychology, Start-ups, Entrepreneurship
Education
The University of Akron 2007 — 2011
BSBA, Corporate Financial Management, 3.9/4.0
University of Virginia 2008 — 2008
International Finance
CircleUp July 2014 - Present
TheCrowdCafe August 2012 - Present
localinvestors.org September 2012 - July 2014
Coburn Greenberg Partners LLC August 2011 - July 2012
The Riverside Company September 2010 - December 2010
Fogel Neale Securities May 2010 - August 2010
Sandlund Investments LLC April 2009 - May 2010
tripledesignz.com February 2004 - October 2005
Skills
Crowdfunding, Public Speaking, Writing, Market Research, Financial Modeling, Financial Analysis, Systems Thinking, Business Valuation, E-commerce, Due Diligence, Business Analysis, Customer Economics, Behavioral Psychology, Start-ups, Entrepreneurship
Education
The University of Akron 2007 — 2011
BSBA, Corporate Financial Management, 3.9/4.0
University of Virginia 2008 — 2008
International Finance
Kathleen Dunne's CircleUp Experience December 2013 - Present
Job Operations Manager at CircleUp
Industry Financial Services
Experience
CircleUp December 2013 - Present
Guggenheim Partners May 2010 - December 2013
Deloitte June 2003 - May 2010
Skills
Financial Analysis, Management, Auditing, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Audit, Internal Controls, Due Diligence, Financial Accounting
Education
University of Kansas 1998 — 2002
Bachelor of Business Administration (B.B.A.) and Accounting, Accounting, Finance and Communications
CircleUp December 2013 - Present
Guggenheim Partners May 2010 - December 2013
Deloitte June 2003 - May 2010
Skills
Financial Analysis, Management, Auditing, Accounting, Financial Reporting, Finance, Financial Modeling, Internal Audit, Internal Controls, Due Diligence, Financial Accounting
Education
University of Kansas 1998 — 2002
Bachelor of Business Administration (B.B.A.) and Accounting, Accounting, Finance and Communications
Arvind Venkataraman Ganesan Arvind Venkataraman Ganesan's CircleUp Experience January 2015 - Present
Job Senior Data Scientist at CircleUp
Industry Financial Services
Experience
CircleUp January 2015 - Present
CircleUp March 2014 - December 2014
Visa October 2008 - March 2014
Visa October 2008 - February 2011
Kriven Research Group May 2006 - May 2008
Skills
SAS, Product Development, Data Mining, Business Intelligence, Predictive Modeling, R, Python, TreeNet, SQL, Tableau, Hive, Clustering, Decision Trees, Random Forests, Logistic Regression, Bootstrapping, Significance Testing, Artificial Control..., Survival Analysis, Structural Equation..., Geovisualization, Experimental Design, Factor Analysis, Principal Component..., Causal Inference, Data Modeling, Market Research, Strategy Development, Qualitative Research, Written & Oral..., Technical Presentations, Analysis
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S, Material Science and Engineering
CircleUp January 2015 - Present
CircleUp March 2014 - December 2014
Visa October 2008 - March 2014
Visa October 2008 - February 2011
Kriven Research Group May 2006 - May 2008
Skills
SAS, Product Development, Data Mining, Business Intelligence, Predictive Modeling, R, Python, TreeNet, SQL, Tableau, Hive, Clustering, Decision Trees, Random Forests, Logistic Regression, Bootstrapping, Significance Testing, Artificial Control..., Survival Analysis, Structural Equation..., Geovisualization, Experimental Design, Factor Analysis, Principal Component..., Causal Inference, Data Modeling, Market Research, Strategy Development, Qualitative Research, Written & Oral..., Technical Presentations, Analysis
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S, Material Science and Engineering
Ashley Etling's CircleUp Experience June 2014 - Present
Job Red Clay, CCO
Industry Design
Experience
Red Clay January 2011 - Present
CircleUp June 2014 - Present
TWA Group 2013 - 2015
TWA Group 2013 - 2015
Center for Ecoliteracy 2008 - 2012
Sutton Suzuki Architects 2008 - 2010
E Cummings Architect 2006 - 2008
Bercovitz Design Architects 2005 - 2006
Skills
Projects, Training, Materials, Management, Architecture, Product Design, InDesign, Retail, Sketching, Concept Development, Furniture, Digital Marketing, Adobe Creative Suite, Leadership, Interior Design, Architectures, Product Development
Education
Fort Hays State University
Bachelor of Arts & Science, Sociology
Harvard University, GSD
Architecture, Intensive Studio
Red Clay January 2011 - Present
CircleUp June 2014 - Present
TWA Group 2013 - 2015
TWA Group 2013 - 2015
Center for Ecoliteracy 2008 - 2012
Sutton Suzuki Architects 2008 - 2010
E Cummings Architect 2006 - 2008
Bercovitz Design Architects 2005 - 2006
Skills
Projects, Training, Materials, Management, Architecture, Product Design, InDesign, Retail, Sketching, Concept Development, Furniture, Digital Marketing, Adobe Creative Suite, Leadership, Interior Design, Architectures, Product Development
Education
Fort Hays State University
Bachelor of Arts & Science, Sociology
Harvard University, GSD
Architecture, Intensive Studio
Tracy Rubin's CircleUp Experience January 2015 - Present
Job Investment Services Manager at CircleUp
Industry Financial Services
Experience
CircleUp January 2015 - Present
CircleUp September 2013 - Present
Goldman Sachs, Investment Management Division, Private Wealth Management July 2010 - June 2013
Merrill Lynch & Co June 2009 - July 2010
Merrill Lynch & Co June 2008 - August 2008
GE Commercial Finance June 2007 - August 2007
Skills
Financial Analysis, Investments, Alternative Investments, Project Management, Communication Skills, Relationship Management, Client Service Oriented, Problem Solving, Wealth Management, Start-ups, Consumer Products, Email Marketing, Mutual Funds, Trading, Management, Client Services
Education
University of Virginia 2005 — 2009
BA, Comparative Literature and Slavic Language and LIterature
Università per Stranieri di Siena 2008 — 2008
n/a, Italian Language and Literature
Moscow Academy for Humanities and Social Studies (former Moscow Humanitarian University) 2006 — 2006
n/a, Russian language, literarature, and cultural studies
Saint Petersburg State University 2006 — 2006
n/a, Russian language, literature, and cultural studies.
New Rochelle High School
CircleUp January 2015 - Present
CircleUp September 2013 - Present
Goldman Sachs, Investment Management Division, Private Wealth Management July 2010 - June 2013
Merrill Lynch & Co June 2009 - July 2010
Merrill Lynch & Co June 2008 - August 2008
GE Commercial Finance June 2007 - August 2007
Skills
Financial Analysis, Investments, Alternative Investments, Project Management, Communication Skills, Relationship Management, Client Service Oriented, Problem Solving, Wealth Management, Start-ups, Consumer Products, Email Marketing, Mutual Funds, Trading, Management, Client Services
Education
University of Virginia 2005 — 2009
BA, Comparative Literature and Slavic Language and LIterature
Università per Stranieri di Siena 2008 — 2008
n/a, Italian Language and Literature
Moscow Academy for Humanities and Social Studies (former Moscow Humanitarian University) 2006 — 2006
n/a, Russian language, literarature, and cultural studies
Saint Petersburg State University 2006 — 2006
n/a, Russian language, literature, and cultural studies.
New Rochelle High School
Lucas Huizar Lucas Huizar's CircleUp Experience April 2014 - Present
Job Head of Legal Affairs at CircleUp
Industry Law Practice
Experience
CircleUp April 2014 - Present
Electronic Arts January 2008 - April 2014
Farella Braun + Martel, LLP November 2003 - January 2008
Stanford Genome Technology Center May 1998 - 2000
Skills
Intellectual Property, Commercial Litigation, Licensing, Trademarks, Litigation, Legal Research, Patents, Trade Secrets, Strategic Partnerships, Software Licensing, Legal Writing, Patent Litigation, Arbitration, Privacy Law, Corporate Law, Copyright Law, Civil Litigation, Trademark Infringement, Mergers & Acquisitions
Education
Stanford University Law School 2000 — 2003
JD
University of California, Davis 1993 — 1998
BS
Pinewood School 1990 — 1993
CircleUp April 2014 - Present
Electronic Arts January 2008 - April 2014
Farella Braun + Martel, LLP November 2003 - January 2008
Stanford Genome Technology Center May 1998 - 2000
Skills
Intellectual Property, Commercial Litigation, Licensing, Trademarks, Litigation, Legal Research, Patents, Trade Secrets, Strategic Partnerships, Software Licensing, Legal Writing, Patent Litigation, Arbitration, Privacy Law, Corporate Law, Copyright Law, Civil Litigation, Trademark Infringement, Mergers & Acquisitions
Education
Stanford University Law School 2000 — 2003
JD
University of California, Davis 1993 — 1998
BS
Pinewood School 1990 — 1993
Goldie Chow Goldie Chow's CircleUp Experience February 2007 - May 2007
Job Senior Manager at Samasource
Industry International Trade and Development
Experience
Samasource January 2014 - Present
Samasource August 2012 - December 2013
UCSF September 2011 - December 2011
University of San Francisco May 2011 - August 2011
General Mills August 2009 - July 2010
General Mills July 2008 - August 2009
Nestle June 2007 - December 2007
CircleUp February 2007 - May 2007
Skills
Development Economics, Econometrics, Survey Methodology, Quantitative Research, Pricing Strategy, Financial Analysis, Stata, Eviews, AC Nielsen, M&E, Data Analysis, Cross-functional Team..., International..., Financial Modeling, Business Planning, Market Research, Research, Economics, Strategy, Social Impact Assessment, Analytics
Education
University of San Francisco 2010 — 2012
MA, International and Development Economics
University of Southern California - Marshall School of Business 2004 — 2008
BS, Joint Degree in Finance and Information/Operations Management; Minor in International Economics
Singapore American School 1997 — 2004
Samasource January 2014 - Present
Samasource August 2012 - December 2013
UCSF September 2011 - December 2011
University of San Francisco May 2011 - August 2011
General Mills August 2009 - July 2010
General Mills July 2008 - August 2009
Nestle June 2007 - December 2007
CircleUp February 2007 - May 2007
Skills
Development Economics, Econometrics, Survey Methodology, Quantitative Research, Pricing Strategy, Financial Analysis, Stata, Eviews, AC Nielsen, M&E, Data Analysis, Cross-functional Team..., International..., Financial Modeling, Business Planning, Market Research, Research, Economics, Strategy, Social Impact Assessment, Analytics
Education
University of San Francisco 2010 — 2012
MA, International and Development Economics
University of Southern California - Marshall School of Business 2004 — 2008
BS, Joint Degree in Finance and Information/Operations Management; Minor in International Economics
Singapore American School 1997 — 2004
Jack Ryan's CircleUp Experience June 2014 - September 2014
Job Graduate student at Stanford University
Industry Research
Experience
Anki July 2015 - September 2015
Stanford Men's Basketball September 2011 - April 2015
CircleUp June 2014 - September 2014
Stanford Student Athlete Advisory Committee April 2012 - June 2014
Skills
C++, Python (basic), Java, Microsoft Office Suite, Stata, R, Public Speaking, Marketing, Leadership
Education
Stanford University 2015 — 2016
B.S. in Management Science and Engineering, with a focus in Technology and Engineering Management
Stanford University 2011 — 2015
B.A. in Economics
Anki July 2015 - September 2015
Stanford Men's Basketball September 2011 - April 2015
CircleUp June 2014 - September 2014
Stanford Student Athlete Advisory Committee April 2012 - June 2014
Skills
C++, Python (basic), Java, Microsoft Office Suite, Stata, R, Public Speaking, Marketing, Leadership
Education
Stanford University 2015 — 2016
B.S. in Management Science and Engineering, with a focus in Technology and Engineering Management
Stanford University 2011 — 2015
B.A. in Economics
Abigail Kiefer's CircleUp Experience June 2014 - Present
Job
Industry Design
Experience
Red Clay June 2010 - Present
CircleUp June 2014 - Present
City of San Francisco - Citywide Policy Division July 2007 - June 2010
Obama for America June 2008 - November 2008
Schreiber/Anderson Associates May 2005 - May 2007
Teska Associate, Inc. February 2003 - August 2004
American Planning Association May 2002 - September 2002
Economic Research Associates May 2001 - December 2001
City of Madison, WI Department of Planning and Development June 2000 - September 2000
Skills
Sustainability, Community Development, Urban Planning, Public Speaking, Strategic Planning, Excel, Social Media, Public Relations, Fundraising, Photoshop, Community Outreach, Planning, InDesign, Social Media Marketing, Problem Solving, Adobe Creative Suite, GIS, Marketing, Project Planning, Marketing Communications, Start-ups, Microsoft Excel, Economic Development, Policy, Leadership
Education
University of Illinois at Chicago 2003 — 2005
Masters in Urban Planning and Policy, Urban Planning and Policy, Gender and Women's Studies
University of Wisconsin-Green Bay 1999 — 2003
Bachelor of Science, Urban and Regional Studies, Environmental Planning and Policy, and Spanish
Red Clay June 2010 - Present
CircleUp June 2014 - Present
City of San Francisco - Citywide Policy Division July 2007 - June 2010
Obama for America June 2008 - November 2008
Schreiber/Anderson Associates May 2005 - May 2007
Teska Associate, Inc. February 2003 - August 2004
American Planning Association May 2002 - September 2002
Economic Research Associates May 2001 - December 2001
City of Madison, WI Department of Planning and Development June 2000 - September 2000
Skills
Sustainability, Community Development, Urban Planning, Public Speaking, Strategic Planning, Excel, Social Media, Public Relations, Fundraising, Photoshop, Community Outreach, Planning, InDesign, Social Media Marketing, Problem Solving, Adobe Creative Suite, GIS, Marketing, Project Planning, Marketing Communications, Start-ups, Microsoft Excel, Economic Development, Policy, Leadership
Education
University of Illinois at Chicago 2003 — 2005
Masters in Urban Planning and Policy, Urban Planning and Policy, Gender and Women's Studies
University of Wisconsin-Green Bay 1999 — 2003
Bachelor of Science, Urban and Regional Studies, Environmental Planning and Policy, and Spanish
Jayson Yuan's CircleUp Experience February 2014 - Present
Job Managing Director, CircleUp Family of Funds
Industry Venture Capital & Private Equity
Experience
CircleUp February 2014 - Present
Dextrys November 2010 - Present
Francisco Partners June 2005 - January 2014
FrontRange April 2010 - December 2013
Attachmate January 2009 - December 2013
McKinsey & Company 2003 - 2005
OverX June 2001 - February 2003
Skills
Private Equity, Venture Capital, Business Strategy, Investments, Enterprise Software, Product Management, Management, Product Development, Due Diligence, Entrepreneurship, Start-ups, Financial Modeling, Strategy, Corporate Development, Mergers, Valuation, Strategic Partnerships, Corporate Finance, Equities, Mergers & Acquisitions
Education
Stanford University 1999 — 2001
Master of Science (M.S.), Management Science and Engineering
Stanford University 1996 — 2000
Bachelor of Science (B.S.), Electrical Engineering
CircleUp February 2014 - Present
Dextrys November 2010 - Present
Francisco Partners June 2005 - January 2014
FrontRange April 2010 - December 2013
Attachmate January 2009 - December 2013
McKinsey & Company 2003 - 2005
OverX June 2001 - February 2003
Skills
Private Equity, Venture Capital, Business Strategy, Investments, Enterprise Software, Product Management, Management, Product Development, Due Diligence, Entrepreneurship, Start-ups, Financial Modeling, Strategy, Corporate Development, Mergers, Valuation, Strategic Partnerships, Corporate Finance, Equities, Mergers & Acquisitions
Education
Stanford University 1999 — 2001
Master of Science (M.S.), Management Science and Engineering
Stanford University 1996 — 2000
Bachelor of Science (B.S.), Electrical Engineering
Maurice Flanagan Maurice Flanagan's CircleUp Experience November 2014 - Present
Job Software Developer at CircleUp
Industry Computer Software
Experience
CircleUp November 2014 - Present
KANERAI October 2010 - October 2014
Bank of America Securities February 2005 - April 2008
Infusion Development February 2004 - February 2005
Microsoft September 2001 - January 2004
MIT Lincoln Laboratory June 2000 - September 2000
Skills
WPF, Agile Methodologies, Software Development, C#, .NET, SDLC, Requirements Analysis, SQL, Trading Systems
Education
Polytechnic University 2000 — 2001
Master's degree, Computer Science
Polytechnic University 1997 — 2001
Bachelor of Science (B.S.), Computer Engineering, 3.9 / 4.0
CircleUp November 2014 - Present
KANERAI October 2010 - October 2014
Bank of America Securities February 2005 - April 2008
Infusion Development February 2004 - February 2005
Microsoft September 2001 - January 2004
MIT Lincoln Laboratory June 2000 - September 2000
Skills
WPF, Agile Methodologies, Software Development, C#, .NET, SDLC, Requirements Analysis, SQL, Trading Systems
Education
Polytechnic University 2000 — 2001
Master's degree, Computer Science
Polytechnic University 1997 — 2001
Bachelor of Science (B.S.), Computer Engineering, 3.9 / 4.0
Dara (Schwartz) Grossman Dara (Schwartz) Grossman's CircleUp Experience August 2014 - Present
Job Investor Executive at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp August 2014 - Present
Deliciously Dara 2013 - Present
UBS Financial Services, Inc. September 2013 - April 2014
JP Morgan July 2007 - September 2013
LLNS Healthcare Communications January 2006 - July 2007
Skills
Alternative Investments, Equities, Bloomberg, Financial Modeling, Account Management, Series 7, Fixed Income, Investments, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Asset Management
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and Marketing
Newark Academy
CircleUp August 2014 - Present
Deliciously Dara 2013 - Present
UBS Financial Services, Inc. September 2013 - April 2014
JP Morgan July 2007 - September 2013
LLNS Healthcare Communications January 2006 - July 2007
Skills
Alternative Investments, Equities, Bloomberg, Financial Modeling, Account Management, Series 7, Fixed Income, Investments, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Asset Management
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and Marketing
Newark Academy
Elizabeth Chiang's CircleUp Experience January 2014 - November 2014
Job Cofounder
Industry Internet
Experience
Kruut.com December 2014 - Present
CircleUp January 2014 - November 2014
Beep September 2013 - December 2013
Soldsie August 2012 - September 2013
Advantus Global Inc May 2011 - September 2012
Tribeca Insights, Inc. December 2008 - May 2011
Goshawk Corporate Opportunities January 2008 - December 2008
GCI Group 2005 - November 2007
Skills
Public Relations, Business Development, Marketing, Sales, Strategy, Professional Services, Social Media, Social Media Marketing, Marketing Strategy, New Business Development, Media Relations, Online Advertising, Digital Media, Project Management, Event Management, Market Research, Modern Hebrew, New Media, Snowshoeing, Start-ups, Water, Contemporary Dance, CRM, Banquets, Tumbling, Dinosaurs, Facebook, Management Consulting, Entrepreneurship
Education
Amherst College 2001 — 2005
BA, English
Monte Vista High School
Kruut.com December 2014 - Present
CircleUp January 2014 - November 2014
Beep September 2013 - December 2013
Soldsie August 2012 - September 2013
Advantus Global Inc May 2011 - September 2012
Tribeca Insights, Inc. December 2008 - May 2011
Goshawk Corporate Opportunities January 2008 - December 2008
GCI Group 2005 - November 2007
Skills
Public Relations, Business Development, Marketing, Sales, Strategy, Professional Services, Social Media, Social Media Marketing, Marketing Strategy, New Business Development, Media Relations, Online Advertising, Digital Media, Project Management, Event Management, Market Research, Modern Hebrew, New Media, Snowshoeing, Start-ups, Water, Contemporary Dance, CRM, Banquets, Tumbling, Dinosaurs, Facebook, Management Consulting, Entrepreneurship
Education
Amherst College 2001 — 2005
BA, English
Monte Vista High School
Ryen Wang's CircleUp Experience September 2014 - Present
Job Business Development Analyst at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Johnson & Johnson February 2012 - June 2013
Hotchkis and Wiley Capital Management June 2012 - August 2012
Pathway Capital Management October 2011 - February 2012
IDG-Accel Partners July 2011 - September 2011
UBS Financial Services March 2011 - June 2011
Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8
CircleUp September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Johnson & Johnson February 2012 - June 2013
Hotchkis and Wiley Capital Management June 2012 - August 2012
Pathway Capital Management October 2011 - February 2012
IDG-Accel Partners July 2011 - September 2011
UBS Financial Services March 2011 - June 2011
Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8
Daniel Lohman, CPSA Daniel Lohman, CPSA's CircleUp Experience July 2014 - Present
Job Organic & CPG Industry Strategic Advisor CMS4CPG.COM | Category Management & Natural Products Expert | Speaker | Author
Industry Consumer Goods
Experience
Category Management Solutions December 2010 - Present
Ecosweet / Ecosweeteners July 2013 - Present
Kapoosta Partners (KPTailwind.com) July 2015 - Present
Brick Meets Click August 2014 - Present
Boulder Innovation Center October 2011 - Present
CircleUp July 2014 - Present
New Hope Natural Media October 2012 - Present
Penton Media October 2012 - Present
New Hope Natural Media April 2012 - Present
World Alliance for Retail Excellence & Standards February 2014 - Present
Skills
Category Management, Team Building &..., Natural Channel, Conventional Channel, Strategic Planning, In-depth Adhoc Analysis, Category Management &..., Execution, Tracking, &..., Innovation, Creative Problem Solving, Pre & Post Promotion..., Executive/Board Level..., Adaptability, Custom Report..., Space Management, Efficient Assortment, Shopper Marketing, FMCG, Customer Insight, Go-to-market Strategy, Analysis, Microsoft Excel, Management, Categorization, National Accounts, Trade Promotions, Leadership, Team Building, Training, Marketing Strategy, Account Management, Cross-functional Team..., Consumer Products, Competitive Analysis, Analytics, Segmentation, Grocery, Nielsen, Sales, Brand Management, Brand Development, Marketing, Entrepreneurship, Marketing Research, Product Development, Marketing Management, Key Account Development, Market Research, Strategy, Business Planning
Education
Colorado Mesa University
BBS Marketing Management, Business, Management, Marketing, and Related Support Services
Mesa State College
BBA, Marketing and Management
Category Management Solutions December 2010 - Present
Ecosweet / Ecosweeteners July 2013 - Present
Kapoosta Partners (KPTailwind.com) July 2015 - Present
Brick Meets Click August 2014 - Present
Boulder Innovation Center October 2011 - Present
CircleUp July 2014 - Present
New Hope Natural Media October 2012 - Present
Penton Media October 2012 - Present
New Hope Natural Media April 2012 - Present
World Alliance for Retail Excellence & Standards February 2014 - Present
Skills
Category Management, Team Building &..., Natural Channel, Conventional Channel, Strategic Planning, In-depth Adhoc Analysis, Category Management &..., Execution, Tracking, &..., Innovation, Creative Problem Solving, Pre & Post Promotion..., Executive/Board Level..., Adaptability, Custom Report..., Space Management, Efficient Assortment, Shopper Marketing, FMCG, Customer Insight, Go-to-market Strategy, Analysis, Microsoft Excel, Management, Categorization, National Accounts, Trade Promotions, Leadership, Team Building, Training, Marketing Strategy, Account Management, Cross-functional Team..., Consumer Products, Competitive Analysis, Analytics, Segmentation, Grocery, Nielsen, Sales, Brand Management, Brand Development, Marketing, Entrepreneurship, Marketing Research, Product Development, Marketing Management, Key Account Development, Market Research, Strategy, Business Planning
Education
Colorado Mesa University
BBS Marketing Management, Business, Management, Marketing, and Related Support Services
Mesa State College
BBA, Marketing and Management
Aaron Travis's CircleUp Experience August 2012 - August 2013
Job VP Business Development at Madison Reed
Industry Consumer Goods
Experience
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Madison Reed July 2015 - Present
Deal Labs August 2014 - Present
Deal Labs August 2013 - August 2014
CircleUp August 2012 - August 2013
Peter Imlay Associates 2008 - March 2010
ThinkEquity Partners February 2005 - 2008
Wells Fargo February 2002 - February 2005
Thomas Weisel Partners January 2000 - February 2002
Hambrecht & Quist 1995 - 2000
Skills
Equities, Trading, Institutional, Series 7, Series 63, Series 24, Capital Markets, Bloomberg Terminal, Investment Banking, Crowdfunding, Alternative Investments, Derivatives, Asset Managment, Equity Trading, FINRA, Hedge Funds, Private Equity, Investments, Securities, Trading Systems, Valuation, Venture Capital, Private Placements
Education
Georgetown University
BS, Finance
Cherry Creek High School
BS, Finance
Asher Hochberg's CircleUp Experience March 2015 - Present
Job Corporate Development at CircleUp
Industry Investment Management
Experience
CircleUp March 2015 - Present
Crestwood Capital Management December 2013 - March 2015
Crestwood Capital Management November 2009 - December 2013
Goldman Sachs December 2006 - November 2009
Goldman Sachs July 2005 - December 2006
Skills
Investments, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Equities
Education
Harvard University
AB, Economics, cum laude
CircleUp March 2015 - Present
Crestwood Capital Management December 2013 - March 2015
Crestwood Capital Management November 2009 - December 2013
Goldman Sachs December 2006 - November 2009
Goldman Sachs July 2005 - December 2006
Skills
Investments, Investment Banking, Financial Modeling, Valuation, Hedge Funds, Equities
Education
Harvard University
AB, Economics, cum laude
Nate Johnson Nate Johnson's CircleUp Experience April 2012 - January 2014
Job Chief Marketing Officer at Move, Inc
Industry Internet
Experience
Move, Inc June 2015 - Present
Kurbo Health May 2015 - Present
Accompani October 2014 - Present
CO Everywhere May 2014 - Present
Seelio August 2012 - Present
Path May 2012 - June 2015
Smoopa October 2011 - June 2015
CircleUp April 2012 - January 2014
LinkedIn June 2009 - May 2012
Google July 2007 - June 2009
Skills
Online Marketing, Direct Marketing, Event Marketing, Customer Acquisition, Email Marketing, Marketing Strategy, Direct Mail, Product Marketing, Social Media Marketing, Leadership, Online Advertising, Marketing, Marketing Communications, Social Networking, Growth Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Marketing and Entrepreneurship (High Distinction)
Middlebury College 1994 — 1998
Bachelor of Arts (B.A.), History (with Honors)
Move, Inc June 2015 - Present
Kurbo Health May 2015 - Present
Accompani October 2014 - Present
CO Everywhere May 2014 - Present
Seelio August 2012 - Present
Path May 2012 - June 2015
Smoopa October 2011 - June 2015
CircleUp April 2012 - January 2014
LinkedIn June 2009 - May 2012
Google July 2007 - June 2009
Skills
Online Marketing, Direct Marketing, Event Marketing, Customer Acquisition, Email Marketing, Marketing Strategy, Direct Mail, Product Marketing, Social Media Marketing, Leadership, Online Advertising, Marketing, Marketing Communications, Social Networking, Growth Strategies
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Marketing and Entrepreneurship (High Distinction)
Middlebury College 1994 — 1998
Bachelor of Arts (B.A.), History (with Honors)
Gerald Carvalho Gerald Carvalho's CircleUp Experience July 2014 - October 2014
Job Senior UX Designer // Intuit
Industry Design
Experience
Intuit November 2014 - Present
Gerald Carvalho Photography November 2009 - Present
Festive.ly November 2014 - May 2015
CircleUp July 2014 - October 2014
Kony Solutions August 2013 - July 2014
Sears - IR Labs August 2012 - August 2013
Google - Geo Commerce July 2011 - June 2012
Wells Fargo April 2010 - May 2011
PayPal June 2007 - April 2010
Visa 2004 - 2007
Skills
Design Leadership, Design Thinking, Design Strategy, Business Model..., Brand Strategy, Marketing Strategy, Entrepreneurship, Start-ups, User Experience, Information Architecture, Interaction Design, Visual Design, User Experience Design, User Research, Wire Framing, Rapid Prototyping, Mobile Applications, Innovation, User-centered Design, User Interface Design, Mobile Devices
Education
California College of the Arts 2013 — 2015
Master of Business Administration (M.B.A.), Design Strategy
Annamalai University 2000 — 2003
BSc, Information Technology
Sacred Heart Convent 1984 — 1997
High school
Intuit November 2014 - Present
Gerald Carvalho Photography November 2009 - Present
Festive.ly November 2014 - May 2015
CircleUp July 2014 - October 2014
Kony Solutions August 2013 - July 2014
Sears - IR Labs August 2012 - August 2013
Google - Geo Commerce July 2011 - June 2012
Wells Fargo April 2010 - May 2011
PayPal June 2007 - April 2010
Visa 2004 - 2007
Skills
Design Leadership, Design Thinking, Design Strategy, Business Model..., Brand Strategy, Marketing Strategy, Entrepreneurship, Start-ups, User Experience, Information Architecture, Interaction Design, Visual Design, User Experience Design, User Research, Wire Framing, Rapid Prototyping, Mobile Applications, Innovation, User-centered Design, User Interface Design, Mobile Devices
Education
California College of the Arts 2013 — 2015
Master of Business Administration (M.B.A.), Design Strategy
Annamalai University 2000 — 2003
BSc, Information Technology
Sacred Heart Convent 1984 — 1997
High school
Alexandra Kearns Alexandra Kearns's CircleUp Experience March 2015 - Present
Job Investor Associate at CircleUp
Industry Financial Services
Experience
CircleUp March 2015 - Present
General Capital Partners January 2013 - March 2015
Nestle USA July 2010 - February 2012
Nestle USA June 2009 - August 2009
The Abernathy MacGregor Group May 2008 - August 2008
Occidental College May 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, SAP, Strategic Sourcing, Procurement, Project Management..., Sourcing, Financial Modeling, Strategic Planning, Data Analysis, Business Strategy, Analysis
Education
Occidental College 2006 — 2010
Bachelor of Arts, Economics for Business Management, Magna Cum Laude, Phi Beta Kappa
CircleUp March 2015 - Present
General Capital Partners January 2013 - March 2015
Nestle USA July 2010 - February 2012
Nestle USA June 2009 - August 2009
The Abernathy MacGregor Group May 2008 - August 2008
Occidental College May 2007 - August 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, SAP, Strategic Sourcing, Procurement, Project Management..., Sourcing, Financial Modeling, Strategic Planning, Data Analysis, Business Strategy, Analysis
Education
Occidental College 2006 — 2010
Bachelor of Arts, Economics for Business Management, Magna Cum Laude, Phi Beta Kappa
Alissa Sears Alissa Sears's CircleUp Experience April 2014 - Present
Job VP Growth & Strategy/Global Betterment Director, Christie & Co
Industry Public Relations and Communications
Experience
Aunt Fannie's August 2015 - Present
adVenturesAcademy September 2012 - Present
RSF Social Finance September 2014 - Present
CircleUp April 2014 - Present
KIWA Investment Summit: Latin America January 2014 - Present
Channel Islands Outfitters August 2013 - Present
Quail Springs Permaculture August 2011 - Present
It's Moringa LLC December 2009 - Present
Yellow Leaf Hammocks June 2009 - Present
Christie & Co February 1999 - Present
Skills
Advertising, Brand Management, Media Relations, Public Relations, Marketing, Corporate Communications, Social Media, Strategic Partnerships, Marketing Communications, Social Media Marketing, Fundraising, Market Research, Event Management, Strategic Communications, Event Planning, Non-profits, Press Releases, Marketing Strategy, Online Advertising, Strategic Planning, Social Impact, Large-scale Event..., Nonprofits, Start-ups, Entrepreneurship, Strategy, Digital Media, Sustainability, Leadership, Creative Direction, Brand Development, Social Networking, Business Development, New Business Development, Lead Generation, Business Strategy, Public Speaking, Online Marketing, Sustainable Business, Program Management, Management, Project Planning, Corporate Social..., Integrated Marketing, Email Marketing, Product Marketing, Social Entrepreneurship, Digital Marketing, Blogging, Direct Marketing
Education
University of California, San Diego
Aunt Fannie's August 2015 - Present
adVenturesAcademy September 2012 - Present
RSF Social Finance September 2014 - Present
CircleUp April 2014 - Present
KIWA Investment Summit: Latin America January 2014 - Present
Channel Islands Outfitters August 2013 - Present
Quail Springs Permaculture August 2011 - Present
It's Moringa LLC December 2009 - Present
Yellow Leaf Hammocks June 2009 - Present
Christie & Co February 1999 - Present
Skills
Advertising, Brand Management, Media Relations, Public Relations, Marketing, Corporate Communications, Social Media, Strategic Partnerships, Marketing Communications, Social Media Marketing, Fundraising, Market Research, Event Management, Strategic Communications, Event Planning, Non-profits, Press Releases, Marketing Strategy, Online Advertising, Strategic Planning, Social Impact, Large-scale Event..., Nonprofits, Start-ups, Entrepreneurship, Strategy, Digital Media, Sustainability, Leadership, Creative Direction, Brand Development, Social Networking, Business Development, New Business Development, Lead Generation, Business Strategy, Public Speaking, Online Marketing, Sustainable Business, Program Management, Management, Project Planning, Corporate Social..., Integrated Marketing, Email Marketing, Product Marketing, Social Entrepreneurship, Digital Marketing, Blogging, Direct Marketing
Education
University of California, San Diego
Steven Vigilante Steven Vigilante's CircleUp Experience February 2015 - Present
Job Business Development Analyst at CircleUp
Industry Financial Services
Experience
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
Kelsey Tripp Kelsey Tripp's CircleUp Experience May 2015 - Present
Job Software Engineer at CircleUp
Industry Computer Software
Experience
CircleUp May 2015 - Present
Education
Brown University 2009 — 2013
Bachelor of Science (BS)
New Jersey Governor's School of Engineering & Technology
CircleUp May 2015 - Present
Education
Brown University 2009 — 2013
Bachelor of Science (BS)
New Jersey Governor's School of Engineering & Technology
Aran Mun Aran Mun's CircleUp Experience January 2015 - Present
Job UX Designer at CircleUp
Industry Design
Experience
CircleUp January 2015 - Present
Ticketfly September 2013 - January 2015
Tadaa by Menschmaschine Publishing GmbH. July 2013 - September 2013
AnythingSocial, Inc. December 2012 - August 2013
Razer April 2012 - December 2012
SIEMENS Corporate Research June 2010 - March 2011
Husqvarna January 2010 - May 2010
Auburn University July 2008 - August 2008
Education
Auburn University 2005 — 2009
BA, Industrial Design
CircleUp January 2015 - Present
Ticketfly September 2013 - January 2015
Tadaa by Menschmaschine Publishing GmbH. July 2013 - September 2013
AnythingSocial, Inc. December 2012 - August 2013
Razer April 2012 - December 2012
SIEMENS Corporate Research June 2010 - March 2011
Husqvarna January 2010 - May 2010
Auburn University July 2008 - August 2008
Education
Auburn University 2005 — 2009
BA, Industrial Design
Erik Vandekieft Erik Vandekieft's CircleUp Experience 2012 - Present
Job
Industry Internet
Experience
CircleUp 2012 - Present
AVOS March 2011 - April 2012
Tap11 October 2010 - March 2011
NEC Corporation of America November 2009 - March 2011
NEC Corporation of America 2006 - December 2009
IBM 2006 - 2008
San Diego Supercomputer Center March 2003 - June 2003
Skills
HTML, CSS, JavaScript, jQuery, Python, Java, SQL, Hadoop, Distributed Systems, Software Engineering, Security, Linux, Django, Redis, EC2
Education
Stanford University 1998 — 2002
B.S., Computer Science
University of California, San Diego 2002 — 2004
M.S., Computer Science
CircleUp 2012 - Present
AVOS March 2011 - April 2012
Tap11 October 2010 - March 2011
NEC Corporation of America November 2009 - March 2011
NEC Corporation of America 2006 - December 2009
IBM 2006 - 2008
San Diego Supercomputer Center March 2003 - June 2003
Skills
HTML, CSS, JavaScript, jQuery, Python, Java, SQL, Hadoop, Distributed Systems, Software Engineering, Security, Linux, Django, Redis, EC2
Education
Stanford University 1998 — 2002
B.S., Computer Science
University of California, San Diego 2002 — 2004
M.S., Computer Science
Sarah Symonds Sarah Symonds's CircleUp Experience July 2015 - Present
Job Office Manager at CircleUp
Industry Restaurants
Experience
CircleUp July 2015 - Present
CircleUp July 2015 - Present
Mariposa Baking Co. March 2014 - July 2015
Carmike Cinemas November 2013 - March 2014
Housing and Dining Services The University of Colorado at Boulder August 2009 - May 2013
Skills
Linguistics, American Sign Language, German, Customer Service, Management, Kronos Timekeeping, Scheduling, Interviews, Transcription, IPA, Food Safety, Ballet, Managed Money
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science (B.S.), Germanic Languages, Literatures, and Linguistics
Cheyenne Mountain High School 2005 — 2009
High School Diploma
CircleUp July 2015 - Present
CircleUp July 2015 - Present
Mariposa Baking Co. March 2014 - July 2015
Carmike Cinemas November 2013 - March 2014
Housing and Dining Services The University of Colorado at Boulder August 2009 - May 2013
Skills
Linguistics, American Sign Language, German, Customer Service, Management, Kronos Timekeeping, Scheduling, Interviews, Transcription, IPA, Food Safety, Ballet, Managed Money
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Science (B.S.), Germanic Languages, Literatures, and Linguistics
Cheyenne Mountain High School 2005 — 2009
High School Diploma
Michael Errichetti's CircleUp Experience June 2013 - August 2013
Job Analyst at Federal Capital Partners
Industry Venture Capital & Private Equity
Experience
Federal Capital Partners July 2015 - Present
Equity Group Investments June 2014 - September 2014
Windpoint Partners September 2013 - December 2013
CircleUp June 2013 - August 2013
IA Capital Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Private Equity, Microsoft Word, Social Media, Microsoft Office, Economics, Bloomberg, Public Speaking, Spanish, Start-ups, Data Mining, Market Research, Analysis, Research
Education
Northwestern University 2011 — 2015
Economics, Business Institutions Program
Federal Capital Partners July 2015 - Present
Equity Group Investments June 2014 - September 2014
Windpoint Partners September 2013 - December 2013
CircleUp June 2013 - August 2013
IA Capital Group June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Private Equity, Microsoft Word, Social Media, Microsoft Office, Economics, Bloomberg, Public Speaking, Spanish, Start-ups, Data Mining, Market Research, Analysis, Research
Education
Northwestern University 2011 — 2015
Economics, Business Institutions Program
Eric Ogren Eric Ogren's CircleUp Experience September 2014 - August 2015
Job Business Development Executive at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp September 2014 - August 2015
Tipton Equity Partners March 2014 - August 2014
Dinan & Company LLC October 2008 - March 2014
JPMorgan Chase October 2004 - October 2008
SIMWEY Financial Group August 2003 - October 2004
United States Senate / Senator Conrad Burns May 2001 - September 2001
Skills
Buy-side, Wealth Management, Private Equity, Deal Sourcing, Investment Banking, Investments, Strategy, Valuation, Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equities, Business Development
Education
Arizona State University
B.S., Political Science
CircleUp September 2014 - August 2015
Tipton Equity Partners March 2014 - August 2014
Dinan & Company LLC October 2008 - March 2014
JPMorgan Chase October 2004 - October 2008
SIMWEY Financial Group August 2003 - October 2004
United States Senate / Senator Conrad Burns May 2001 - September 2001
Skills
Buy-side, Wealth Management, Private Equity, Deal Sourcing, Investment Banking, Investments, Strategy, Valuation, Finance, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Equities, Business Development
Education
Arizona State University
B.S., Political Science
McLain Southworth McLain Southworth's CircleUp Experience October 2014 - January 2015
Job Growth Fund Development at CircleUp
Industry Financial Services
Experience
CircleUp October 2014 - January 2015
Apparent Inc October 2012 - October 2014
SV Angel June 2011 - September 2011
Currenex (Acquired by State Street) March 2006 - April 2010
Skills
Venture Capital, Hedge Funds, Financial Modeling, Investments, Cleantech, Solar Power, Renewable Energy, Start-ups, Private Equity, Corporate Development, Due Diligence, Strategy, Business Development, Equities, Business Strategy, Emerging Markets, Entrepreneurship
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Georgetown University - The McDonough School of Business
BS, Finance, International Business
CircleUp October 2014 - January 2015
Apparent Inc October 2012 - October 2014
SV Angel June 2011 - September 2011
Currenex (Acquired by State Street) March 2006 - April 2010
Skills
Venture Capital, Hedge Funds, Financial Modeling, Investments, Cleantech, Solar Power, Renewable Energy, Start-ups, Private Equity, Corporate Development, Due Diligence, Strategy, Business Development, Equities, Business Strategy, Emerging Markets, Entrepreneurship
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Georgetown University - The McDonough School of Business
BS, Finance, International Business
Bryce Drennan Bryce Drennan's CircleUp Experience December 2011 - Present
Job Engineer at CircleUp
Industry Information Technology and Services
Experience
CircleUp December 2011 - Present
University of Utah August 2010 - July 2011
Brigham Young University 2006 - April 2010
Skills
Full Stack, Python, Django, jQuery, Data Mining, Weka, JavaScript, PHP, SQL, Java, Web Development, MySQL, Linux, CSS, ColdFusion, Data Analysis, Git, HTML5, Databases, Database Design, Subversion, HTML, Mac OS X, XML, Programming, AJAX, JSON, Web Applications, Relational Databases
Education
Brigham Young University 2002 — 2010
BS, Information Systems
Brigham Young University 2002 — 2010
MISM
CircleUp December 2011 - Present
University of Utah August 2010 - July 2011
Brigham Young University 2006 - April 2010
Skills
Full Stack, Python, Django, jQuery, Data Mining, Weka, JavaScript, PHP, SQL, Java, Web Development, MySQL, Linux, CSS, ColdFusion, Data Analysis, Git, HTML5, Databases, Database Design, Subversion, HTML, Mac OS X, XML, Programming, AJAX, JSON, Web Applications, Relational Databases
Education
Brigham Young University 2002 — 2010
BS, Information Systems
Brigham Young University 2002 — 2010
MISM
Steven Ostrover's CircleUp Experience October 2005 - March 2007
Job Director, Analytics & Data Science at Core Digital Media
Industry Online Media
Experience
Core Digital Media August 2010 - Present
eJones June 2008 - November 2010
DV Insure March 2007 - June 2008
CircleUp October 2005 - March 2007
Econ One Research, Inc, June 1999 - October 2005
Skills
Economics, Analytics, Strategy, Business Strategy, Start-ups, Statistics, Financial Modeling, Management Consulting, Project Finance, Data Analysis, Entrepreneurship, Energy, Financial Analysis, Analysis, Forecasting, Finance, Statistical Modeling, Management, Marketing, Leadership, Online Marketing
Education
University of California at Berkeley 1991 — 1993
MS, Economics and Public Policy
Stanford University 1988 — 1990
MS, Operations Research
Massachusetts Institute of Technology 1982 — 1986
BS, Mathematics
Core Digital Media August 2010 - Present
eJones June 2008 - November 2010
DV Insure March 2007 - June 2008
CircleUp October 2005 - March 2007
Econ One Research, Inc, June 1999 - October 2005
Skills
Economics, Analytics, Strategy, Business Strategy, Start-ups, Statistics, Financial Modeling, Management Consulting, Project Finance, Data Analysis, Entrepreneurship, Energy, Financial Analysis, Analysis, Forecasting, Finance, Statistical Modeling, Management, Marketing, Leadership, Online Marketing
Education
University of California at Berkeley 1991 — 1993
MS, Economics and Public Policy
Stanford University 1988 — 1990
MS, Operations Research
Massachusetts Institute of Technology 1982 — 1986
BS, Mathematics
Robert Tate's CircleUp Experience April 2007 - July 2007
Job Social Media Community Manager at Uptown Treehouse, Inc.
Industry Marketing and Advertising
Experience
Uptown Treehouse, Inc. March 2013 - Present
Citizen Relations International 2009 - January 2013
PRSA, Los Angeles 2010 - 2013
PRSA LA Young Professionals December 2011 - December 2012
Southard Communications August 2007 - June 2009
CircleUp April 2007 - July 2007
LM Public relations February 2007 - April 2007
Skills
Social Networking, Social Media, Media Relations, Marketing Communications, Writing, Press Releases, Marketing, Management, Market Research, Strategic Communications, Facebook, Internal Communications, Corporate Communications, Social Media Marketing, Public Relations, Publicity
Education
California State University-Northridge 2001 — 2006
B.A., Journalism/Public Relations
Uptown Treehouse, Inc. March 2013 - Present
Citizen Relations International 2009 - January 2013
PRSA, Los Angeles 2010 - 2013
PRSA LA Young Professionals December 2011 - December 2012
Southard Communications August 2007 - June 2009
CircleUp April 2007 - July 2007
LM Public relations February 2007 - April 2007
Skills
Social Networking, Social Media, Media Relations, Marketing Communications, Writing, Press Releases, Marketing, Management, Market Research, Strategic Communications, Facebook, Internal Communications, Corporate Communications, Social Media Marketing, Public Relations, Publicity
Education
California State University-Northridge 2001 — 2006
B.A., Journalism/Public Relations
Ryan Caldbeck Ryan Caldbeck's CircleUp Experience 2012 - Present
Job Founder and CEO at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp 2012 - Present
Summit Preparatory Charter High School 2011 - 2013
Encore Consumer Capital 2010 - 2012
Zuke's 2009 - 2012
The Isopure Company 2007 - 2012
PhillySwirl 2007 - 2012
Encore Consumer Capital 2007 - December 2010
TSG Consumer Partners 2005 - 2007
Bain Capital June 2004 - August 2004
The Boston Consulting Group 2001 - 2003
Skills
Angel Investing, Crowdfunding, Private Equity, Private Equity Funding, Consumer Products, Restaurants, Venture Capital, Food & Beverage, Personal Care, Marketing, Apparel, Entrepreneurship, Corporate Development, Mergers, Business Networking, Due Diligence, Mergers & Acquisitions, Strategy, Divestitures, Start-ups, IPO, Finance, LBO, Investor Relations, Investments, Strategic Partnerships, Strategic Consulting, Business Valuation, Emerging Markets, Equities, Executive Management, Joint Ventures, M&A experience, P&L Management, Capital, Growth Capital, Valuation
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Duke University 1997 — 2001
BA, Public Policy
Rice Memorial High School
CircleUp 2012 - Present
Summit Preparatory Charter High School 2011 - 2013
Encore Consumer Capital 2010 - 2012
Zuke's 2009 - 2012
The Isopure Company 2007 - 2012
PhillySwirl 2007 - 2012
Encore Consumer Capital 2007 - December 2010
TSG Consumer Partners 2005 - 2007
Bain Capital June 2004 - August 2004
The Boston Consulting Group 2001 - 2003
Skills
Angel Investing, Crowdfunding, Private Equity, Private Equity Funding, Consumer Products, Restaurants, Venture Capital, Food & Beverage, Personal Care, Marketing, Apparel, Entrepreneurship, Corporate Development, Mergers, Business Networking, Due Diligence, Mergers & Acquisitions, Strategy, Divestitures, Start-ups, IPO, Finance, LBO, Investor Relations, Investments, Strategic Partnerships, Strategic Consulting, Business Valuation, Emerging Markets, Equities, Executive Management, Joint Ventures, M&A experience, P&L Management, Capital, Growth Capital, Valuation
Education
Stanford University Graduate School of Business 2003 — 2005
MBA
Duke University 1997 — 2001
BA, Public Policy
Rice Memorial High School
Ken Sun's CircleUp Experience September 2013 - Present
Job Product management professional
Industry Internet
Experience
CircleUp September 2013 - Present
Mint.com April 2011 - September 2013
Lab126 (an Amazon.com company) October 2009 - April 2011
eBay October 2008 - October 2009
eBay July 2007 - October 2008
eBay January 2005 - June 2007
Samsung May 2004 - August 2004
Skills
Product Management, Mobile Devices, Mobile Commerce, Consumer Electronics, Android, iPhone, iOS, Business Development, E-commerce, Mobile Applications, Web Applications, Mobile Internet, User Experience, Analytics, Strategy, Cross-functional Team..., Online Advertising, Email Marketing
Education
Queen's University 2003 — 2004
MBA
University of Waterloo 1991 — 1996
BSEE
CircleUp September 2013 - Present
Mint.com April 2011 - September 2013
Lab126 (an Amazon.com company) October 2009 - April 2011
eBay October 2008 - October 2009
eBay July 2007 - October 2008
eBay January 2005 - June 2007
Samsung May 2004 - August 2004
Skills
Product Management, Mobile Devices, Mobile Commerce, Consumer Electronics, Android, iPhone, iOS, Business Development, E-commerce, Mobile Applications, Web Applications, Mobile Internet, User Experience, Analytics, Strategy, Cross-functional Team..., Online Advertising, Email Marketing
Education
Queen's University 2003 — 2004
MBA
University of Waterloo 1991 — 1996
BSEE
Jay Moon's CircleUp Experience January 2015 - Present
Job Director of Marketing at CircleUp
Industry Internet
Experience
CircleUp January 2015 - Present
SigFig 2012 - Present
Foodoro July 2008 - Present
Wikinvest March 2007 - January 2008
Cherington Capital March 2006 - July 2006
Digitas, Strategy & Analytics March 2003 - January 2006
Hudson River Group July 2001 - November 2002
Education
Harvard University 1997 — 2001
BA
CircleUp January 2015 - Present
SigFig 2012 - Present
Foodoro July 2008 - Present
Wikinvest March 2007 - January 2008
Cherington Capital March 2006 - July 2006
Digitas, Strategy & Analytics March 2003 - January 2006
Hudson River Group July 2001 - November 2002
Education
Harvard University 1997 — 2001
BA
Matt Christensen's CircleUp Experience December 2011 - Present
Job
Industry Investment Management
Experience
Rose Park Advisors November 2006 - Present
Coupang July 2010 - Present
CircleUp December 2011 - Present
innRoad, Inc. May 2012 - Present
BioLite April 2011 - Present
Astoria Solutions Pte Ltd April 2013 - Present
Wymsee December 2013 - Present
ACT.md August 2012 - Present
CoverageCo April 2012 - Present
College of American Pathologists Foundation December 2012 - Present
Skills
Biotechnology, Specialty Chemicals, Enterprise Software, Investments, Medical Devices, Hedge Funds, Venture Capital, Basketball, German
Education
Harvard Business School 2005 — 2007
MBA, Business
Duke University 1995 — 2002
BSc, Economics
Duke University 1995 — 2002
BSE, Civil Engineering
Belmont High School 1991 — 1995
High School
Chenery Middle School
Rose Park Advisors November 2006 - Present
Coupang July 2010 - Present
CircleUp December 2011 - Present
innRoad, Inc. May 2012 - Present
BioLite April 2011 - Present
Astoria Solutions Pte Ltd April 2013 - Present
Wymsee December 2013 - Present
ACT.md August 2012 - Present
CoverageCo April 2012 - Present
College of American Pathologists Foundation December 2012 - Present
Skills
Biotechnology, Specialty Chemicals, Enterprise Software, Investments, Medical Devices, Hedge Funds, Venture Capital, Basketball, German
Education
Harvard Business School 2005 — 2007
MBA, Business
Duke University 1995 — 2002
BSc, Economics
Duke University 1995 — 2002
BSE, Civil Engineering
Belmont High School 1991 — 1995
High School
Chenery Middle School
Keith Bussell's CircleUp Experience 2008 - 2009
Job CTO @ Energy Efficient Equity
Industry Computer Software
Experience
Energy Efficient Equity August 2015 - Present
TrueCar, Inc. July 2009 - Present
Freshly Grated Software February 2007 - Present
CircleUp 2008 - 2009
Stamps.com November 2001 - February 2007
Troika Networks January 2001 - November 2001
Stamps.com September 1998 - January 2001
CyberMedia, Inc June 1996 - September 1998
Symantec June 1995 - July 1996
Skills
Distributed Systems, Agile Methodologies, Python, Git, Java, Software Development, JavaScript, Scalability, Product Management, E-commerce, Hadoop, Scrum, Amazon Web Services..., Start-ups, Software Design, REST, jQuery, Web Applications, Microsoft SQL Server
Education
University of California, Los Angeles 1991 — 1996
Energy Efficient Equity August 2015 - Present
TrueCar, Inc. July 2009 - Present
Freshly Grated Software February 2007 - Present
CircleUp 2008 - 2009
Stamps.com November 2001 - February 2007
Troika Networks January 2001 - November 2001
Stamps.com September 1998 - January 2001
CyberMedia, Inc June 1996 - September 1998
Symantec June 1995 - July 1996
Skills
Distributed Systems, Agile Methodologies, Python, Git, Java, Software Development, JavaScript, Scalability, Product Management, E-commerce, Hadoop, Scrum, Amazon Web Services..., Start-ups, Software Design, REST, jQuery, Web Applications, Microsoft SQL Server
Education
University of California, Los Angeles 1991 — 1996
Randall Gremillion's CircleUp Experience July 2007 - July 2008
Job Sr. Java Engineer at Security First Corp.
Industry Internet
Experience
Security First Corp. August 2015 - Present
adaptiv.io May 2015 - Present
OrangePeople October 2011 - Present
Gremillion Consulting August 2011 - Present
Los Angeles Opera 2013 - 2013
Deloitte Consulting August 2010 - August 2011
Smish August 2009 - November 2010
Disney ABC Television Group June 2008 - January 2009
CEO Softcenters 2009 - 2009
CircleUp July 2007 - July 2008
Skills
XML, AJAX, CSS, Web Applications, JSON, JavaScript, PHP, Management, Advertising, Team Leadership, Java, Information Architecture, JSP, Web Development, Enterprise Software, User Experience, Consulting, Agile Methodologies, Oracle, Flash, User Interface, Software Development, SDLC, HTML5, jQuery, AngularJS, D3.js
Education
University of Cincinnati 1991 — 1993
DMA (Music), Music Performance, General
University of Cincinnati 1990 — 1992
DMA, Music
Security First Corp. August 2015 - Present
adaptiv.io May 2015 - Present
OrangePeople October 2011 - Present
Gremillion Consulting August 2011 - Present
Los Angeles Opera 2013 - 2013
Deloitte Consulting August 2010 - August 2011
Smish August 2009 - November 2010
Disney ABC Television Group June 2008 - January 2009
CEO Softcenters 2009 - 2009
CircleUp July 2007 - July 2008
Skills
XML, AJAX, CSS, Web Applications, JSON, JavaScript, PHP, Management, Advertising, Team Leadership, Java, Information Architecture, JSP, Web Development, Enterprise Software, User Experience, Consulting, Agile Methodologies, Oracle, Flash, User Interface, Software Development, SDLC, HTML5, jQuery, AngularJS, D3.js
Education
University of Cincinnati 1991 — 1993
DMA (Music), Music Performance, General
University of Cincinnati 1990 — 1992
DMA, Music
Diana Olympia's CircleUp Experience July 2007 - August 2007
Job Strategy and Business Operations
Industry Entertainment
Experience
Viacom August 2015 - Present
NewsCred December 2014 - May 2015
Hulu November 2011 - July 2014
A&E Television Networks May 2010 - September 2011
A&E Television Networks December 2008 - May 2010
Smith Barney January 2008 - April 2008
Deutsch LA September 2007 - December 2007
UrSession Media Interactive, Inc. July 2007 - August 2007
CircleUp July 2007 - August 2007
TMG Management, Inc./Candy Zoo, Inc. May 2006 - January 2007
Skills
Advertising, Digital Media, Integrated Marketing, Marketing, Digital Marketing, Sales, Digital Strategy, Marketing Strategy, Account Management, Marketing Communications, Customer Service, Analysis, Social Media Marketing, Market Research, Social Media, Marketing Research, Online Video Strategy, SVOD, FVOD, Management, Strategy, New Media
Education
University of Southern California 2004 — 2008
B.S., Business Administration, (International) Marketing, Cultural Studies
University of Southern California - Marshall School of Business 2004 — 2008
B.S., Marketing
Corvinus University of Budapest 2007 — 2007
International Marketing
IHHS 2000 — 2004
Viacom August 2015 - Present
NewsCred December 2014 - May 2015
Hulu November 2011 - July 2014
A&E Television Networks May 2010 - September 2011
A&E Television Networks December 2008 - May 2010
Smith Barney January 2008 - April 2008
Deutsch LA September 2007 - December 2007
UrSession Media Interactive, Inc. July 2007 - August 2007
CircleUp July 2007 - August 2007
TMG Management, Inc./Candy Zoo, Inc. May 2006 - January 2007
Skills
Advertising, Digital Media, Integrated Marketing, Marketing, Digital Marketing, Sales, Digital Strategy, Marketing Strategy, Account Management, Marketing Communications, Customer Service, Analysis, Social Media Marketing, Market Research, Social Media, Marketing Research, Online Video Strategy, SVOD, FVOD, Management, Strategy, New Media
Education
University of Southern California 2004 — 2008
B.S., Business Administration, (International) Marketing, Cultural Studies
University of Southern California - Marshall School of Business 2004 — 2008
B.S., Marketing
Corvinus University of Budapest 2007 — 2007
International Marketing
IHHS 2000 — 2004
Han Wang's CircleUp Experience June 2014 - November 2014
Job Director of Engineering at Soldsie
Industry Computer Software
Experience
Soldsie December 2014 - Present
CircleUp June 2014 - November 2014
DemandStreet November 2012 - June 2014
MyVest August 2010 - October 2012
Structural January 2009 - August 2010
Barclays Global Investors August 2005 - December 2008
Citrix Systems UK Ltd. July 2002 - September 2002
Skills
Java, REST, Agile Methodologies, JavaScript, Web Services, Software Development, Spring, Groovy, Git, Grails, Hibernate, Web Applications, Node.js, jQuery, SQL, Java Enterprise Edition, JIRA, Subversion, JUnit, RequireJS, Mustache Template, SOA, Python, Ant, Maven, MySQL, Amazon Web Services..., Django, Ruby, Ruby on Rails
Education
Imperial College London 2002 — 2005
Bachelor of Engineering, Computer Science
Wrekin College, Wellington, Shropshire, UK 2000 — 2002
A-Level
Soldsie December 2014 - Present
CircleUp June 2014 - November 2014
DemandStreet November 2012 - June 2014
MyVest August 2010 - October 2012
Structural January 2009 - August 2010
Barclays Global Investors August 2005 - December 2008
Citrix Systems UK Ltd. July 2002 - September 2002
Skills
Java, REST, Agile Methodologies, JavaScript, Web Services, Software Development, Spring, Groovy, Git, Grails, Hibernate, Web Applications, Node.js, jQuery, SQL, Java Enterprise Edition, JIRA, Subversion, JUnit, RequireJS, Mustache Template, SOA, Python, Ant, Maven, MySQL, Amazon Web Services..., Django, Ruby, Ruby on Rails
Education
Imperial College London 2002 — 2005
Bachelor of Engineering, Computer Science
Wrekin College, Wellington, Shropshire, UK 2000 — 2002
A-Level
Steve Schelter's CircleUp Experience August 2007 - December 2007
Job Senior iOS Developer
Industry Online Media
Experience
Schelter Studios January 2006 - Present
Qubeey December 2011 - December 2013
Flash Factory August 2008 - August 2011
CircleUp August 2007 - December 2007
Community MX January 2007 - December 2007
Sapient December 2006 - August 2007
Schematic August 2006 - December 2006
Skills
iOS Development, Flex, Flash Builder, iOS development, Mobile Applications, OOP, Flash, ActionScript, Software Development, PHP, XHTML, Front-end, Web Applications, HTML 5, User Interface, iOS, User Interface Design, RIA, Architectures, Architecture
Education
Bradley University 2001 — 2005
Bachelors, Multimedia, CIS
Bradley University 2001 — 2005
BS, Digital Communication and Media/Multimedia
Schelter Studios January 2006 - Present
Qubeey December 2011 - December 2013
Flash Factory August 2008 - August 2011
CircleUp August 2007 - December 2007
Community MX January 2007 - December 2007
Sapient December 2006 - August 2007
Schematic August 2006 - December 2006
Skills
iOS Development, Flex, Flash Builder, iOS development, Mobile Applications, OOP, Flash, ActionScript, Software Development, PHP, XHTML, Front-end, Web Applications, HTML 5, User Interface, iOS, User Interface Design, RIA, Architectures, Architecture
Education
Bradley University 2001 — 2005
Bachelors, Multimedia, CIS
Bradley University 2001 — 2005
BS, Digital Communication and Media/Multimedia
Patrick Robinson's CircleUp Experience August 2013 - Present
Job Business Development at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp August 2013 - Present
Mainsail Partners February 2011 - August 2013
ThinkEquity LLC June 2008 - February 2011
NBC Sports May 2005 - November 2007
ThinkEquity Partners June 2007 - August 2007
Education
University of Notre Dame 2004 — 2008
BBA, Finance
Universidad de Sevilla - Facultad de Ciencias Económicas y Empresariales
International Finance and Economics
CircleUp August 2013 - Present
Mainsail Partners February 2011 - August 2013
ThinkEquity LLC June 2008 - February 2011
NBC Sports May 2005 - November 2007
ThinkEquity Partners June 2007 - August 2007
Education
University of Notre Dame 2004 — 2008
BBA, Finance
Universidad de Sevilla - Facultad de Ciencias Económicas y Empresariales
International Finance and Economics
Ann Marie Foley's CircleUp Experience December 2012 - May 2014
Job Managing Director & Chief Compliance Officer
Industry Financial Services
Experience
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
The Presidio Group LLC September 2010 - Present
Advisors Compliance Solutions June 2009 - December 2014
CircleUp December 2012 - May 2014
Gordian Compliance Solutions, LLC May 2013 - October 2013
Protected Investors of America November 2009 - May 2010
Securities America January 2009 - June 2009
Brecek & Young July 2007 - June 2009
Legacy Financial Services October 1995 - July 2007
Skills
Securities, Investments, Due Diligence, FINRA, Hedge Funds, Wealth Management, Private Equity, Investment Advisory, Asset Management, Investment Banking
Education
State University of New York at Oswego 1978 — 1982
BS, Business Administration
St. John Neumann
Michael Giordano's CircleUp Experience January 2015 - Present
Job Business Development at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp January 2015 - Present
Accordion Partners September 2014 - December 2014
Raptor Consumer Partners January 2012 - August 2014
DLB Capital June 2008 - June 2011
Friedman Billings Ramsey (FBR) June 2007 - September 2007
Friedman Billings Ramsey (FBR) June 2006 - September 2006
Friedman Billings Ramsey (FBR) June 2005 - September 2005
Skills
Capital Markets, Financial Modeling, Private Equity, Valuation, Venture Capital, Investments, Mergers & Acquisitions, Corporate Development, LBO, Due Diligence, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Corporate Finance, Investor Relations
Education
Bowdoin College 2004 — 2008
BA, Economics, Spanish
St. Albans
CircleUp January 2015 - Present
Accordion Partners September 2014 - December 2014
Raptor Consumer Partners January 2012 - August 2014
DLB Capital June 2008 - June 2011
Friedman Billings Ramsey (FBR) June 2007 - September 2007
Friedman Billings Ramsey (FBR) June 2006 - September 2006
Friedman Billings Ramsey (FBR) June 2005 - September 2005
Skills
Capital Markets, Financial Modeling, Private Equity, Valuation, Venture Capital, Investments, Mergers & Acquisitions, Corporate Development, LBO, Due Diligence, Investment Banking, Equities, Hedge Funds, Bloomberg, Alternative Investments, Corporate Finance, Investor Relations
Education
Bowdoin College 2004 — 2008
BA, Economics, Spanish
St. Albans
Jon Hoffmann's CircleUp Experience 2015 - 2015
Job Life Agent at Transamerica Financial Advisors, Inc.
Industry Construction
Experience
Transamerica Financial Advisors, Inc. 2012 - Present
J Hoff Consulting April 2009 - Present
CircleUp 2015 - 2015
Omnibuild, LLC March 2008 - March 2009
Power Concepts, LLC August 2007 - March 2008
CSC August 2004 - August 2007
Skills
Maritime, Risk Management, Shipping, Navy, Project Planning, Logistics, Operations Management, Analysis, Process Improvement, Security Clearance, Program Management, Supervisory Skills, Contract Negotiation, Training, General Awesomeness, Project Management
Education
United States Merchant Marine Academy 1993 — 1996
Saint Genevieve High School 1989 — 1992
Transamerica Financial Advisors, Inc. 2012 - Present
J Hoff Consulting April 2009 - Present
CircleUp 2015 - 2015
Omnibuild, LLC March 2008 - March 2009
Power Concepts, LLC August 2007 - March 2008
CSC August 2004 - August 2007
Skills
Maritime, Risk Management, Shipping, Navy, Project Planning, Logistics, Operations Management, Analysis, Process Improvement, Security Clearance, Program Management, Supervisory Skills, Contract Negotiation, Training, General Awesomeness, Project Management
Education
United States Merchant Marine Academy 1993 — 1996
Saint Genevieve High School 1989 — 1992
Katie Fitzgerald's CircleUp Experience January 2013 - Present
Job Manager, Business Development at CircleUp
Industry Financial Services
Experience
CircleUp January 2013 - Present
H.I.G. Capital July 2010 - January 2013
Deutsche Bank Securities June 2008 - July 2010
Harvey & Company LLC 2007 - 2007
Skills
Valuation, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Venture Capital, LBO, Due Diligence, Investments, Corporate Development, Emerging Markets, M&A experience, Equities, Finance, Leveraged Finance, Capital Markets, Corporate Finance, Hedge Funds, Alternative Investments, Start-ups
Education
University of California, Irvine
BA
CircleUp January 2013 - Present
H.I.G. Capital July 2010 - January 2013
Deutsche Bank Securities June 2008 - July 2010
Harvey & Company LLC 2007 - 2007
Skills
Valuation, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions, Financial Modeling, Business Development, Venture Capital, LBO, Due Diligence, Investments, Corporate Development, Emerging Markets, M&A experience, Equities, Finance, Leveraged Finance, Capital Markets, Corporate Finance, Hedge Funds, Alternative Investments, Start-ups
Education
University of California, Irvine
BA
Allison Fitch's CircleUp Experience September 2014 - Present
Job Investor Associate at CircleUp
Industry Financial Services
Experience
CircleUp September 2014 - Present
Goldman Sachs August 2010 - August 2014
Cambridge Associates July 2008 - August 2010
Motley Coffeehouse September 2004 - May 2008
Sensis Corporation June 2004 - August 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Manager Selection, Private Equity, Institutional Investors, Investment Strategies, Asset Managment, Endowments, Wealth Management, Private Client Services, Client Service Oriented, Cash Management, Investment Management, Asset Management, Investments
Education
Scripps College 2004 — 2008
BA, Economics
Emma Willard School 2002 — 2004
High School, General Studies
CircleUp September 2014 - Present
Goldman Sachs August 2010 - August 2014
Cambridge Associates July 2008 - August 2010
Motley Coffeehouse September 2004 - May 2008
Sensis Corporation June 2004 - August 2004
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Manager Selection, Private Equity, Institutional Investors, Investment Strategies, Asset Managment, Endowments, Wealth Management, Private Client Services, Client Service Oriented, Cash Management, Investment Management, Asset Management, Investments
Education
Scripps College 2004 — 2008
BA, Economics
Emma Willard School 2002 — 2004
High School, General Studies
Rory Eakin's CircleUp Experience October 2011 - Present
Job Founder at CircleUp
Industry Internet
Experience
CircleUp October 2011 - Present
Humanity United 2007 - October 2011
The Boston Consulting Group 2005 - 2007
US.ZA Education Initiative 2001 - 2003
Skills
Alternative Investments, Series 63, Series 82, Series 24
Education
Princeton University
BA, Public Policy
Stanford University Graduate School of Business
MBA
University of Cape Town
MA, International Relations
CircleUp October 2011 - Present
Humanity United 2007 - October 2011
The Boston Consulting Group 2005 - 2007
US.ZA Education Initiative 2001 - 2003
Skills
Alternative Investments, Series 63, Series 82, Series 24
Education
Princeton University
BA, Public Policy
Stanford University Graduate School of Business
MBA
University of Cape Town
MA, International Relations
Emma Franklin's CircleUp Experience 2015 - Present
Job Investor Associate
Industry Venture Capital & Private Equity
Experience
CircleUp 2015 - Present
The Pacific Crest Trail April 2015 - August 2015
Redstar Ventures September 2014 - February 2015
Innosight September 2012 - September 2014
The Road Less Traveled 2012 - 2014
Central May 2010 - August 2010
Education
Harvard University 2009 — 2012
Bachelor of Arts (A.B.), Neurobiology
Marin Academy 2004 — 2008
High School
CircleUp 2015 - Present
The Pacific Crest Trail April 2015 - August 2015
Redstar Ventures September 2014 - February 2015
Innosight September 2012 - September 2014
The Road Less Traveled 2012 - 2014
Central May 2010 - August 2010
Education
Harvard University 2009 — 2012
Bachelor of Arts (A.B.), Neurobiology
Marin Academy 2004 — 2008
High School
Kevin Chevalier's CircleUp Experience March 2014 - Present
Job Developer at CircleUp
Industry Hospital & Health Care
Experience
CircleUp March 2014 - Present
Mayo Clinic November 2011 - March 2014
Curata May 2007 - May 2011
Skills
Data Analysis, Python, SQL, Software Development, MySQL, CSS, Web Development, JavaScript, jQuery, HTML, Django
Education
Massachusetts Institute of Technology 2006 — 2007
Master of Engineering (MEng), Computer Science Engineering
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Computer Science
CircleUp March 2014 - Present
Mayo Clinic November 2011 - March 2014
Curata May 2007 - May 2011
Skills
Data Analysis, Python, SQL, Software Development, MySQL, CSS, Web Development, JavaScript, jQuery, HTML, Django
Education
Massachusetts Institute of Technology 2006 — 2007
Master of Engineering (MEng), Computer Science Engineering
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS), Computer Science
SS&C Technologies
AvantCredit
C2FO
GreenSky®
SS&C Technologies, Inc.
Avant Credit
Fundrise
AVANT, LLC