Financial Technology Partners
Industry: Company
DescriptionFounded: 2001 Subsidiary: FTP Securities LLC
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Financial Technology Partners Employees
Financial Technology Partners July 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Headwaters MB March 2014 - May 2014
Microsoft July 2012 - March 2014
Symetra March 2012 - May 2012
Microsoft June 2011 - September 2011
Microsoft September 2010 - December 2010
Boeing June 2010 - September 2010
Schweitzer Engineering Laboratories, Inc June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation Modeling, Comparable Analysis, Capital IQ, Bloomberg, Salesforce.com, Microsoft Excel, Pitch Books, Financial Analysis, Program Management, User Experience, Requirements Analysis, Product Management, Databases, Software Project..., Systems Analysis, User-centered Design, Enterprise Software, Specifications, Product Planning, Web Design, Web Development, User Interface Design, Competitive Analysis, Java, Project Planning, Cross-functional Team..., Visual Studio, Agile Project Management, Project Management, User Acceptance Testing, Business Requirements, Functional Requirements, Requirements..., Functional..., Design Specifications, Product Specification, Usability, Usability Testing, Wireframes, Software Prototyping, Business Analysis, Process Modeling, Financial Modeling
Education
Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Finance, 3.5/4.0
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Informatics: Human-Computer Interaction, 3.6/4.0
BMO Capital Markets August 2010 - Present
Montgomery & Co., LLC October 2008 - July 2010
Financial Technology Partners June 2007 - September 2008
JPMorgan Private Bank 2006 - 2007
Skills
Investment Banking, Financial Modeling, Valuation, Life Science Industry, Financial Technology, Capital Markets, Yoga
Education
Summit High School
University of Denver 2003 — 2007
Bachelor of Science in Business Administration, Finance
Danish Institute for Study Abroad 2005 — 2005
International Business and European Economic Studies
Genentech June 2015 - Present
Genentech August 2014 - Present
Kellogg School of Management August 2011 - June 2014
American Medical Association January 2014 - May 2014
Genentech June 2013 - August 2013
Groupon, Inc. June 2012 - August 2012
Slalom Consulting March 2010 - July 2011
Genentech March 2010 - July 2011
Ernst & Young August 2005 - April 2009
Financial Technology Partners June 2004 - September 2004
Skills
Management, Team Building, Management Consulting, Strategy, Investment Banking, Financial Analysis, Business Strategy, Due Diligence, Analytics, Corporate Finance, Transfer Pricing, Data Analysis, Competitive Analysis, Mergers & Acquisitions, Market Research
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Health Enterprise Management
Northwestern University School of Law
Doctor of Law (JD)
University of California, Berkeley
B.A., Economics
One Degree World Systems, Inc September 2014 - Present
Series-A Partners May 2008 - Present
CometAds May 2012 - Present
Omne Mobile Wallet July 2013 - May 2014
Verbble September 2011 - June 2013
Stratagem Partnering April 2009 - October 2011
Financial Technology Partners March 2007 - May 2008
Citigroup Smith Barney September 2003 - March 2006
Advent Software October 2000 - July 2003
Skills
Start-ups, Venture Capital, Strategic Partnerships, Corporate Development, Strategy, Entrepreneurship, Emerging Payments, Financial Technology, Mobile Payments, New Business Development, Emerging Technologies, Business Strategy, Divestitures, Valuation, SaaS, Mergers & Acquisitions, IPO, Financial Modeling, Funding, Finance, Corporate Finance, Digital Strategy, Investment Banking, Mergers, Business Plan Evaluation, Business Plan..., Mobile Internet, Strategic Planning, Product Management, Management
Education
University of Kansas School of Law
JD
The University of Kansas
Bachelor of Arts
Financial Technology Partners February 2015 - Present
Empyrean Capital Partners October 2012 - Present
Skills
Education, Lobbying, Fundraising, Organizing Meetings, Scheduling, Event Planning, Public Services, Community Service, Community Outreach, Budgeting, Planning, Training, Travel Arrangements
Education
University of California, Irvine 2004 — 2008
Bachelor of Science (BS), Community and Public Service
Better Finance, Inc. April 2015 - Present
Financial Technology Partners July 2014 - March 2015
Engage3 March 2014 - June 2014
Morgan Stanley Wealth Management September 2013 - December 2013
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Research, Sales, Project Planning, Recruiting, Accounting, Economics, Finance, Business Planning, Proposal Writing, Training, Data Analysis, Public Speaking
Education
University of California, Davis 2012 — 2014
Bachelor of Arts (BA), Economics
Rio Hondo College 2010 — 2012
Associate of Science (A.S.) General Studies with an Emphasis on Math and Science, Associate of Arts (A.A.) General Studies with an Emphasis on Social Science
Activision January 2015 - Present
PayPal June 2013 - December 2014
Financial Technology Partners April 2012 - April 2013
Financial Technology Partners May 2011 - April 2012
Electronic Arts March 2010 - April 2011
Protiviti August 2008 - March 2010
Education
University of California, Berkeley
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Raising Karma May 2013 - Present
Financial Technology Partners March 2015 - August 2015
Rockbridge Growth Equity May 2014 - August 2014
FirstGiving May 2013 - March 2014
Pacific Sunwear May 2010 - May 2011
Skills
Credit Cards, Banking, Payments, Credit, Financial Analysis, Portfolio Management, Microsoft Excel, Customer Service, E-commerce, Risk Management, Salesforce.com, Sales, Nonprofits, Business Development, Entrepreneurship, Executive Management, Leadership, Fundraising, Strategy
Education
University of Michigan 2012 — 2016
Business, Junior
South lakes 2008 — 2012
IB Diploma
Ripple Labs February 2015 - Present
Ripple Labs September 2014 - February 2015
BOKU, Inc. May 2011 - September 2014
Citi June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
Skills
Node.js, Spring, REST, Java, Hibernate, MySQL, JPA, JMS, Subversion, OOP, jsp, Jersey, Maven, APIs, JavaScript, Git
Education
University of San Francisco 2007 — 2011
BS, Computer Science
MIT Sloan School of Management July 2014 - Present
Protiviti July 2011 - June 2014
Calypso Technology October 2009 - July 2011
Financial Technology Partners February 2009 - May 2009
Life 360˚ May 2008 - December 2008
The Scholar's Workstation June 2007 - December 2008
Skills
Management Consulting, Project Management, Business Analysis, Risk Management, Process Improvement, Business Process..., Financial Modeling, Strategy, Business Development, Data Analysis, Analytics, Business Intelligence, Financial Analysis, Analysis, Business Strategy, Valuation, Program Management
Education
University of California, Berkeley, Haas School of Business 2005 — 2009
University of California, Berkeley
Kleiner Perkins Caufield & Byers January 2013 - June 2013
Bessemer Venture Partners August 2012 - December 2012
Amgen June 2012 - August 2012
Codexis November 2010 - June 2011
Financial Technology Partners June 2008 - November 2010
Genentech August 2006 - May 2008
Merck & Co., Inc. 2004 - 2004
Rohm and Haas 2002 - 2004
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Stanford University 2007 — 2008
Graduate Certificate, Management Science & Engineering
Rensselaer Polytechnic Institute 2002 — 2006
BS, Chemical and Biological Engineering, Economics
TA Associates July 2015 - Present
Financial Technology Partners July 2013 - June 2015
USC Trojan Athletic Fund January 2013 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Apple May 2011 - August 2011
Skills
Event Management, Leadership, Team Leadership, Networking, Business Analysis, Investment Banking, Valuation, Photoshop, Management, Analysis, Investments, Portfolio Management
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Cherry Creek High School 2005 — 2009
OrthoFi August 2015 - Present
Mercury Payment Systems August 2010 - March 2015
Macquarie Group April 2010 - August 2010
Financial Technology Partners January 2009 - March 2010
RBC Capital Markets May 2007 - November 2009
Motion Control Group (acquired by Ametek) 2005 - 2007
Skills
Strategic Partnerships, Payments, Financial Modeling, Mobile Payments, Mergers & Acquisitions, Strategy, Business Development, SaaS, Credit Cards, New Business Development, Salesforce.com, Start-ups
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance, Economics, Entrepreneurial Management
Blockchain September 2015 - Present
Barclays Investment Bank June 2013 - June 2015
Georgetown University May 2012 - August 2012
Financial Technology Partners June 2011 - July 2011
VeriFone June 2010 - July 2010
GTCR LLC June 2009 - August 2009
Obama for America 2008 - 2009
Skills
Microsoft Excel
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Economy
Jackson Square Partners March 2015 - Present
Financial Technology Partners July 2013 - March 2015
Fuqua School of Business May 2012 - February 2013
Needham & Company July 2012 - August 2012
Skills
Spanish, Microsoft Excel, PowerPoint, Fundraising, Bloomberg, EDGAR filings, SPSS, Non-profits, Social Media, Nonprofits, Public Policy, Teaching, Public Speaking, Financial Modeling, Valuation, Investment Banking, Capital IQ, Financial Analysis, Corporate Finance, Research, M&A experience, DCF, Due Diligence, Mergers, Mergers & Acquisitions
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Psychology & History
Cary Academy 2002 — 2009
Financial Technology Partners July 2014 - Present
Economics Department, University of Notre Dame July 2013 - August 2013
Jacobs Technology May 2010 - July 2013
Chemical Engineering Department, The University of Western Australia July 2012 - November 2012
Chemistry Department, University of Notre Dame January 2012 - May 2012
Skills
Matlab, Stata, Microsoft Excel, Microsoft Word, PowerPoint, HyperTerminal, Engineering, Research, Chemical Engineering, Statistics, Troubleshooting, Integration, Organic Chemistry, Analysis, Teamwork, Financial Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor of Science (B.S.), Chemical Engineering
The University of Western Australia 2012 — 2012
Andover High School 2006 — 2010
GCA Savvian Advisors July 2008 - June 2012
Financial Technology Partners June 2007 - August 2007
Skills
Private Placements, Investment Banking, Valuation, Financial Modeling, Private Equity, Venture Capital, LBO, Debt, M&A experience, Distressed M&A, International M&A, Cross-border M&A, M&A execution, Microsoft Excel
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of California, Berkeley, Haas School of Business 2006 — 2008
BS, Business Administration
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Charles Schwab September 2012 - April 2014
Financial Technology Partners July 2010 - June 2012
Thomson Reuters June 2009 - July 2010
Thomson Reuters June 2008 - August 2008
Education
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science
University of Arizona 2006 — 2010
BS Finance
Kyriba October 2014 - Present
MSCI Inc. January 2014 - October 2014
Calypso Technology July 2013 - December 2013
Calypso Technology March 2011 - July 2013
Calypso Technology July 2009 - March 2011
Financial Technology Partners July 2008 - September 2008
The Concord Group July 2007 - July 2008
Skills
Derivatives, Business Analysis, Capital Markets, Calypso, SQL, Requirements Gathering, Excel, Requirements Analysis, Risk Management, Oracle SQL, Software Project..., Solution Design, Quality Assurance, VBA, PnL, Product Management, Fixed Income, Microsoft Excel, Portfolio Management, Interest Rate..., Trading Systems, Market Risk, Hedge Funds
Education
Stanford University 2003 — 2007
BS, Management Science & Engineering
The Boston Consulting Group May 2015 - Present
New York Yankees May 2012 - December 2014
Financial Technology Partners June 2011 - August 2011
Houston Astros June 2005 - April 2009
Skills
Sports Management, Sports, Sports Marketing, Ticket Sales, Baseball, Microsoft Excel, Financial Analysis, Financial Modeling, Financial Accounting, Leadership, Sales, Athletics, Marketing, Social Networking, Marketing Strategy, Social Media, Event Management, Fundraising, Public Speaking
Education
University of Pennsylvania - The Wharton School 2010 — 2012
M.B.A, Business
University of Southern California - Marshall School of Business 2001 — 2005
B.S., Business
KeyBanc Capital Markets January 2014 - Present
Centaur Partners June 2012 - December 2013
Wunderlich Securities June 2012 - December 2013
MergerTech Advisors 2010 - 2012
Financial Technology Partners 2009 - 2009
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Capital IQ, Private Placements, Capital Markets, Mergers, Strategy
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2008 — 2009
MBA, Finance and Strategy
Claremont McKenna College 2004 — 2008
BA, Accounting and Finance
Financial Technology Partners July 2014 - Present
Alternative Investment Fund June 2013 - May 2014
Ewing Bemiss & Co. June 2013 - August 2013
Education
University of Virginia 2010 — 2014
B.S. in Commerce (Finance & Accounting concentrations), Economics
East China Normal University
Study Abroad, Chinese Language
Spitfire Athlete August 2012 - Present
Hyperink August 2011 - December 2011
27Bards January 2011 - August 2011
Gumball Capital October 2008 - September 2010
Stanford Finance September 2008 - September 2010
Stanford Blyth Fund January 2008 - September 2010
J.P. Morgan June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
UBS Wealth Management October 2008 - March 2009
The Doctors Company June 2007 - August 2007
Skills
Entrepreneurship, Team Leadership, Product Development, Customer Acquisition, Start-up Operations, Start-ups, Valuation, Financial Modeling, User Experience, Ruby on Rails, iOS development, JavaScript, Private Equity, Investment Banking, iOS Development, Analysis, Mergers & Acquisitions, Venture Capital
Education
Stanford University 2007 — 2011
BA
Vanden High School 2004 — 2007
Green Acres Farms LLP June 2014 - Present
Financial Technology Partners June 2015 - August 2015
Craft & Associates June 2013 - September 2014
Avera McKennan Hospital September 2011 - September 2012
Westward Ho Country Club May 2010 - September 2012
Skills
Data Analysis, Leadership, Microsoft Office, Microsoft Excel, Teaching, Event Planning, Program Development, Customer Service, PowerPoint, Microsoft Word, Social Media, Public Relations, Event Management, Strategic Planning, Data Entry, Financial Modeling
Education
Stanford University 2012 — 2016
BA, Economics
Roosevelt High School 2008 — 2012
High School Diploma
Financial Technology Partners July 2014 - Present
High Street Capital June 2013 - August 2013
Citadel LLC May 2011 - September 2011
Chapdelaine Credit Partners October 2009 - April 2011
Bank of America Merrill Lynch July 2007 - June 2009
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Equities, Investments, Fixed Income, Finance, Strategy, LBO, Securities, DCF, Structured Products, Analysis, Asset Allocation, IPO, Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Concentrations in Analytical Finance, Entrepreneurship, and Strategic Management
Wake Forest University 2003 — 2007
B.S. in Business with a double minor in Economics and Global Trade and Commerce
University College Dublin 2005 — 2005
Business
FTV Capital July 2014 - Present
Financial Technology Partners July 2012 - June 2014
The Fortress Group Inc June 2011 - May 2012
Skills
Private Placements, Financial Modeling, Valuation, Private Equity, Investment Banking, LBO, DCF, Capital IQ, Corporate Finance, Financial Analysis, Equity Research, Due Diligence, Mergers & Acquisitions, Venture Capital, Investments, Economics, Bloomberg
Education
Emory University - Goizueta Business School 2007 — 2011
BBA and BS, BS in Economics and BBA in Finance
Corvinus University of Budapest 2010 — 2010
Bachelor of Arts, Economics
Clearlake Capital Group September 2015 - Present
Thoma Bravo August 2012 - July 2015
William Blair and Company March 2010 - June 2012
Financial Technology Partners July 2009 - February 2010
Education
Brown University 2005 — 2009
BA, Applied Mathematics-Economics, Literary Arts
Gilman School 2001 — 2005
The Flying Chair Foundation 2015 - Present
SunEdison 2012 - Present
SunEdison 2011 - 2012
Deutsche Bank 2005 - 2011
RBC Capital Markets 2003 - 2005
Financial Technology Partners 2003 - 2003
Skills
Investment Banking, Mergers, Private Placements, Private Equity, Venture Capital, Buyouts, Joint Ventures, Principal Investing, Corporate FP&A, Forecasting, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investor Relations, Financial Modeling, Capital Markets, Financial Analysis, IPO, Due Diligence, LBO, Equities, M, Structured Finance, Leveraged Finance, Restructuring, Project Finance, DCF, Solar Energy, Capital Raising, Treasury, Bloomberg, Acquisition Integration, Cleantech
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Program
University of California, Berkeley 1999 — 2003
2003
SV Angel September 2014 - Present
Goldman Sachs December 2013 - September 2014
Seven Hills Partners June 2013 - November 2013
Seven Hills Partners June 2010 - May 2013
Financial Technology Partners June 2009 - August 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Due Diligence, Investment Banking, Mergers & Acquisitions, Venture Capital, Financial Analysis, Capital Markets, Equities, Finance, Portfolio Management, Hedge Funds, Investments
Education
Santa Clara University 2006 — 2010
BS, Finance
St. Ignatius College Preparatory 2002 — 2006
Google May 2014 - Present
Gap Inc. August 2013 - May 2014
Financial Technology Partners July 2011 - June 2013
Skills
Financial Modeling, Valuation, Research, Financial Analysis, Investment Banking, Due Diligence, Venture Capital, Mergers & Acquisitions, Capital IQ, Investments, Strategy, Finance, CRM, Analysis, Email Marketing
Education
University of Southern California 2008 — 2011
Bachelor of Science, Business Administration
University of Southern California - Marshall School of Business 2007 — 2011
B.S., International Business, Marketing
Erasmus Universiteit Rotterdam 2010 — 2010
Bachelor of Science, International Business
St. Francis High School 2003 — 2007
Wells Fargo Securities 2011 - Present
Financial Technology Partners 2009 - 2011
Banc of America Securities 2005 - 2009
Silicon Valley Bank 2000 - 2003
Education
Wake Forest University School of Business 2003 — 2005
MBA
Santa Clara University 1996 — 2000
BSC, Finance, English
Jesuit High School 1992 — 1996
Financial Technology Partners July 2014 - Present
Riverbrook Capital March 2012 - January 2014
ATMA Capital October 2011 - January 2012
Education
University of California, Los Angeles 2010 — 2014
Political Science
Patrick Henry High School
Patrick Henry High School
Patrick Henry High School
Financial Technology Partners July 2013 - Present
ShopTalk January 2013 - June 2014
General Catalyst Partners May 2012 - August 2012
Permira May 2011 - August 2011
Student International Business Council (SIBC) February 2010 - January 2011
Skills
Venture Capital, Valuation, Financial Analysis, Investment Banking, Private Equity, Start-ups, Entrepreneurship, Leadership, Excel, PowerPoint, Corporate Development, Mergers & Acquisitions, Corporate Finance, M&A experience, Finance, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Financial Technology Partners July 2013 - Present
DoubleMap November 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Entrepreneurship & Corporate Innovation
University of Oxford 2010 — 2010
Study Abroad, International Relations, Cross Cultural Management
Financial Technology Partners January 2014 - Present
Financial Technology Partners September 2011 - December 2013
Trilogy Interactive September 2009 - November 2010
United States Senate June 2010 - August 2010
UC Berkeley September 2008 - May 2009
Education
University of California, Berkeley 2007 — 2011
B.A., Economics, Political Science
Houlihan Lokey March 2014 - Present
ArchPoint Partners (acq. by Houlihan Lokey) March 2013 - January 2014
Financial Technology Partners July 2011 - February 2013
HSBC Securities June 2010 - August 2010
Equity Analysis & Strategy December 2009 - May 2010
Elite Investment Group September 2009 - December 2009
Brigos Capital Management May 2009 - August 2009
Apple Retail January 2008 - August 2009
AtlantiCare May 2008 - August 2008
Skills
Valuation, Due Diligence
Education
Boston University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Financial Technology Partners July 2015 - Present
North Point Advisors June 2013 - July 2013
St. Vincent de Paul Society 2012 - 2012
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Google August 2014 - Present
Financial Technology Partners July 2011 - June 2014
Education
University of Southern California 2007 — 2011
Bachelors of Arts, Mathematics, Philosophy, Economics
Financial Technology Partners July 2015 - Present
Wells Fargo May 2014 - August 2014
Union Bank May 2013 - August 2013
Morgan Stanley March 2013 - May 2013
Skills
Chinese, Microsoft Office, Photoshop, Public Speaking, Adobe Creative Suite, Japanese, Marketing, Social Networking, Event Planning, Customer Service, Microsoft Excel, English, Research, Editing, PowerPoint, Leadership, Microsoft Word, Bloomberg Terminal, Capital IQ, Pitch Books, Market Research
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
University High School 2007 — 2011
Scopely August 2015 - Present
Sony Pictures Entertainment April 2013 - July 2015
Goldman Sachs July 2011 - April 2013
Goldman Sachs June 2010 - August 2010
Financial Technology Partners June 2009 - August 2009
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts, Economics
St. Ignatius College Prep 2003 — 2007
Financial Technology Partners July 2015 - Present
KPMG US July 2013 - June 2015
KPMG October 2010 - June 2013
Skills
Financial Analysis, Due Diligence, Strategy, Valuation, Equities, Finance, Budgets, Financial Reporting, Analysis, Auditing, Cash Flow, Financial Accounting, SEC filings, SEC reporting, Sarbanes-Oxley Act, Microsoft Excel, SEC Filings
Education
University of Oregon 2006 — 2010
B.A., Accounting
University of Oregon 2006 — 2010
B.A., Economics
Medley March 2014 - Present
Financial Technology Partners 2013 - 2013
Jyväskylän seudun Jaguaarit 2012 - 2012
New Evolution Ventures 2011 - 2011
Education
Brown University 2008 — 2012
B.A., Economics, Philosophy
San Ramon Valley High School 2004 — 2008
Instacart August 2015 - Present
The North Face January 2014 - August 2015
The North Face June 2011 - January 2014
ArchPoint Partners September 2009 - June 2011
Meritus Consulting October 2008 - September 2009
Financial Technology Partners November 2006 - June 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, Venture Capital, Financial Analysis, Mergers & Acquisitions, Investments, Due Diligence, Finance, Strategy, Strategic Financial..., Corporate Development, Hedge Funds
Education
University of California, Santa Barbara 2001 — 2006
Business Economics
J.P. Morgan March 2011 - Present
Credit Agricole CIB January 2010 - March 2011
Financial Technology Partners August 2009 - December 2009
The Curran Group July 2008 - December 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Bloomberg, Financial Analysis, Mergers, Debt, Credit Analysis, Leveraged Finance, Syndications, Capital Markets, Capital IQ, Chemical Engineering, Materials Science, Nanotechnology, Applied Physics, Applied Mathematics, Project Finance, Renewable Energy, Principal Investing, Partnership Taxation, Partnership Accounting, Structured Finance, Alternative Investments, Mergers & Acquisitions, Private Equity
Education
ESSEC Business School 2007 — 2009
M.S.
Thunderbird School of Global Management 2008 — 2008
Certificate of Advanced Studies
ECPM Ecole européenne de chimie polymères et matériaux de Strasbourg 2004 — 2007
M.S.
Lycee Post Baccalaureat de Saliege 2002 — 2004
Prep School/Classes Preparatoires aux Grandes Ecoles - Maths Sup and Maths Spe
Red Chalk Group 2010 - Present
Pivot Nonprofit Consulting 2010 - Present
MentorCircle 2010 - Present
Dan Seals for Congress December 2009 - January 2010
Eighth District Democrats & Independents June 2009 - July 2009
Illinois Business Consulting August 2008 - May 2009
Financial Technology Partners 2009 - 2009
Huron Consulting Group January 2008 - August 2008
Illinois Business Consulting August 2007 - December 2007
Allstate Financial May 2007 - August 2007
Skills
Financial Modeling, Business Strategy, Technology Evaluation, Valuation, Mergers, Due Diligence, DCF, Acquisition Screening, M&A evaluation, Mergers & Acquisitions, Corporate Finance, Market Research, Strategy, Intellectual Property, Leadership, Investment Banking, Management, Corporate Development, Consulting, Strategic Planning, Management Consulting, Data Analysis, Start-ups
Education
University of Illinois at Urbana-Champaign - College of Business
Dual B.S., Accountancy, Finance
Adlai E. Stevenson High School
AP Scholar, With Distinction
Bain & Company September 2014 - Present
Bain & Company September 2013 - August 2014
Bain & Company September 2011 - September 2013
Deloitte June 2010 - August 2010
Deloitte June 2009 - August 2009
Financial Technology Partners September 2008 - December 2008
Skills
Management Consulting, Organizational Design, Performance Improvement, Business Transformation, Financial Modeling, Due Diligence, SaaS, Business Development, Stata, CRM
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics, Statistics (dual major), 3.86
Financial Technology Partners June 2014 - August 2014
MedExpress June 2013 - July 2013
Education
Boston College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Minor in Computer Science
JMP Securities October 2014 - Present
Financial Technology Partners July 2013 - October 2014
KRG Capital May 2012 - August 2012
Q Advisors October 2011 - April 2012
Diamondback Capital June 2011 - August 2011
Skills
Research, Valuation, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Mergers, Acquisitions, Venture Capital, Investments, Bloomberg, Capital Markets, Economics, Finance, Mergers & Acquisitions, LBO, M&A experience, DCF, Equities, Hedge Funds, Fixed Income, Emerging Markets, Project Finance, Capital IQ, Equity Valuation, Business Valuation, Competitive Analysis, Equity Research, Strategy
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (BS), Business Administration - Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Finance
NerdWallet March 2015 - Present
Match.com / OkCupid Labs June 2013 - November 2014
Delightful August 2013 - April 2014
Datepress Inc. August 2012 - July 2013
Recurrent Energy August 2009 - December 2012
Deutsche Bank 2007 - July 2009
Financial Technology Partners August 2006 - December 2006
Apple Computer June 2006 - August 2006
Skills
Financial Analysis, Due Diligence, Financial Modeling, Valuation, Entrepreneurship, Venture Capital, Partnerships, Project Management, Mergers & Acquisitions, Business Strategy, Analysis, Solar Energy, Management, Finance, Strategy, Investment Banking, Investments, Corporate Development, Start-ups, Analytics, Strategic Partnerships, Product Management, Business Development, Competitive Analysis, Marketing, E-commerce, Product Marketing
Education
University of California, Berkeley 2004 — 2007
Industrial Engineering and Operations Research, Engineering
Founder Institute 2012 — 2012
Founder, Entrepreneurship
San Dimas High School
Financial Technology Partners August 2015 - Present
Cisco Systems November 2011 - September 2014
Benu, Inc. May 2010 - November 2011
Skills
Sales, Salesforce.com, Cloud Computing, Account Management, SaaS, Intelligence, Channel Partners, Lead Generation
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts, Anthropology
University of California, Santa Cruz 2005 — 2009
Bachelor of Arts (B.A.), Cultural Anthropology
Main Post Partners February 2015 - Present
Bison Capital May 2013 - December 2014
MidSpan Partners November 2010 - May 2013
Archstone Consulting March 2010 - November 2010
California State Automobile Association (AAA) June 2009 - March 2010
Financial Technology Partners February 2009 - May 2009
Pacific Gas & Electric June 2007 - September 2007
Skills
Valuation, Financial Analysis, Financial Modeling, Business Strategy, Mergers & Acquisitions, Private Equity, Investment Banking
Education
University of California, Los Angeles 2004 — 2008
B.A., Business Economics
AppDirect October 2010 - Present
The Small Business Web February 2013 - Present
Ocean Tomo January 2010 - May 2010
Financial Technology Partners September 2009 - December 2009
Adidas & CIP Marketing April 2007 - May 2009
Apple Retail June 2007 - June 2008
TRI Development Services June 2005 - August 2006
Skills
Business Development, API, Software Integrations, Billing Systems, SSO, APIs, Financial Modeling, Market Research, Financial Analysis, Start-ups, Strategic Partnerships, Strategy, Entrepreneurship, Cloud Computing, Mergers & Acquisitions, CRM, Enterprise Software, Marketing, Leadership, Valuation, SaaS, Management, Product Management, Sales
Education
University of Portland 2004 — 2009
BBA, Finance; BBA, Accounting
St. Ignatius College Preparatory 2000 — 2004
Diploma
Colony Capital January 2015 - Present
Colony Capital June 2014 - December 2014
Colony Capital May 2011 - May 2014
Walt Disney Company - The Disney Stores March 2009 - May 2011
Financial Technology Partners June 2007 - August 2007
PIMCO July 2003 - July 2006
UBS Financial Services February 2002 - June 2003
Skills
Financial Modeling, Corporate Development, Accounting, Valuation, Private Equity, Mergers, Investment Banking, Hedge Funds, Strategy, Due Diligence, Asset Managment, Corporate Finance
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance, Strategy
University of California, Berkeley 1997 — 2001
BA, Psychology, Business Administration
Murano Group May 2011 - Present
Prepaid2Cash September 2010 - Present
A.G. Ferrari Foods July 2013 - July 2014
GESD Capital Partners November 2009 - May 2011
Murano Group March 2009 - November 2009
Financial Technology Partners September 2007 - December 2008
National Semiconductor September 2006 - September 2007
E-LOAN September 2005 - June 2006
Skills
Leveraged Finance, Mergers, Venture Capital, Private Equity/Venture..., Financial Modeling, Business Strategy, Capital Structure, Growth Equity, Raising Venture Capital, Entrepreneur, Growth Capital, Private Equity, Mergers & Acquisitions, Restructuring, Investment Banking, Capital Markets, Investments, Finance, Securities, LBO, Capital, Entrepreneurship
Education
Saint Mary's College of California 2002 — 2006
Bachelor of Science, Honors Finance and Economics
Mercer Island High School 1998 — 2002
Diploma
White Oak Global Advisors, LLC 2011 - Present
Financial Technology Partners 2010 - 2011
Gordian Group LLC 2008 - 2009
CIBC World Markets / Piper Jaffray 2005 - 2007
Skills
Capital Structure, Mergers & Acquisitions, Equities, Credit, Bonds, Valuation, DCF, Bankruptcy, Investments, Restructuring
Education
Columbia University in the City of New York 2003 — 2005
BS, Industrial Engineering & Operations Research, Economics
Hobart and William Smith Colleges 2000 — 2003
BS, Physics, Mathematics
United States Naval Academy Preparatory School 1999 — 2000
C.W. Baker High School
Diker Management November 2013 - Present
The Carlyle Group July 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Trident Micro Finance February 2009 - May 2009
Morgan Stanley June 2008 - August 2008
KNN Public Finance February 2008 - May 2008
University of California, Berkeley September 2006 - May 2008
Financial Technology Partners 2007 - 2007
Citigroup Smith Barney October 2006 - December 2006
Sperry Van Ness / Pinnacle Realty 2006 - 2006
Skills
Bloomberg, Financial Modeling, Investment Banking, Private Equity, LBO, Corporate Finance
Education
University of California, Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Alvarez and Marsal February 2008 - Present
Financial Technology Partners 2008 - 2008
Skills
Valuation, Financial Analysis, Due Diligence, Private Equity, Financial Modeling, Mergers & Acquisitions, Program Management, Corporate Finance, Venture Capital, Business Valuation, Restructuring, Corporate Development, Hedge Funds, SEC filings, Alternative Investments
Education
University of San Francisco 2003 — 2007
BA Business Administration, Finance
University of San Francisco - School of Management 2003 — 2007
Financial Technology Partners July 2015 - Present
Financial Technology Partners May 2014 - August 2014
Brigham Young University June 2013 - April 2014
Brigham Young University October 2011 - May 2013
Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Teamwork, Photoshop, Event Management, Facebook, Sports Management, Research, Sports Marketing, Public Relations, Social Networking, Football, Social Media Marketing
Education
Brigham Young University 2011 — 2015
Bachelor’s Degree, Italian Studies
Lone Peak High School 2005 — 2008
High School
Dwolla April 2015 - Present
MTS Bonds.com - London Stock Exchange October 2014 - April 2015
Accurate Always, Inc. August 2013 - September 2014
Financial Technology Partners November 2012 - June 2013
Goldman Sachs May 1999 - April 2012
Heartland Securities Corporation March 1997 - May 1998
InsWeb November 1995 - February 1997
Skills
Strategy, Strategic Partnerships, Fixed Income, Electronic Trading, Securities, Investments, Trading Systems, Derivatives, Capital Markets, Equities, Marketing Strategy, Investment Banking, Interest Rate..., Financial Markets, Swaps, Series 7, Market Data, Financial Modeling, Financial Services, Bonds, Business Development
Education
Yale University 1992 — 1995
Bachelor of Arts, Political Science
University of California, Los Angeles 1991 — 1992
Elevar April 2015 - Present
Better404 August 2013 - Present
Various Startups and Small Businesses January 2009 - Present
Reputation Hacks January 2013 - June 2013
RewardMe October 2010 - July 2012
TheFunded.com March 2010 - February 2011
The Founder Institute March 2009 - February 2011
Financial Technology Partners August 2008 - December 2008
InfluxPartners November 2007 - August 2008
Skills
Online Marketing, Business Strategy, Digital Strategy, Business Development, Consulting, Entrepreneurship, Product Management, Agile Methodologies, Operations Management, Account Management, Wireframes, Mockups, Social Media Marketing, Start-ups, Investments, Management, Social Media, Online Advertising, Strategic Partnerships, Marketing Strategy, Mergers & Acquisitions, Marketing, SEO, Financial Modeling, Corporate Development, Customer Service, E-commerce, Strategy
Education
University of San Francisco 2004 — 2008
B.A., double major: Entrepreneurship, Finance
Menlo School 1997 — 2004
Flippa June 2015 - Present
Foothill-De Anza Community College District February 2015 - May 2015
New Avenue Inc. July 2014 - February 2015
American Appraisal Associates June 2011 - May 2014
Miceli Financial Partners April 2008 - June 2011
Financial Technology Partners November 2007 - February 2008
AIG Global Investment Group June 2006 - September 2006
Skills
Financial Modeling, Business Valuation, Due Diligence, Investment Banking, Corporate Finance, Accounting, Analysis, Insurance, Investments, Marketing, Real Estate, Mandarin, Market Analysis, Financial Analysis, Finance, Management, Financial Services, Valuation, Mergers & Acquisitions
Education
Boston University - School of Management 2003 — 2007
BS, Finance and International Management
Stanford University 2009 — 2009
Continuing Education
University of California, Berkeley 2004 — 2004
Study Abroad in Taiwan
Twitter August 2013 - Present
Financial Technology Partners October 2008 - November 2012
Morgan Stanley January 2007 - June 2007
GE Healthcare January 2006 - July 2006
Fidelity Investments January 2005 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital IQ, Corporate Finance, DCF, Mergers, Data Analysis, Pivot Tables, Salesforce.com, DCF Valuation, Capital Raising, Business Strategy, Financial Technology, Payments, Entrepreneurship, LBO, Mergers & Acquisitions, Essbase, Concur
Education
Northeastern University 2004 — 2008
BSBA, Finance and Marketing
Highland Capital Management, L.P. February 2013 - Present
Barclays Capital June 2011 - February 2013
Barclays Capital June 2010 - August 2010
Morgan Keegan (Revolution Partners) September 2009 - December 2009
Iron Capital May 2009 - August 2009
Financial Technology Partners January 2009 - May 2009
Aetna, INC. May 2008 - October 2008
UBS Investment Bank June 2008 - June 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Bloomberg, Corporate Finance, Capital IQ, M&A experience, LBO, Due Diligence, Business Valuation, DCF, Leadership, Finance, Investments, Portfolio Management, Venture Capital, Equity Research, Private Equity, Hedge Funds, Capital Markets, Equities, Emerging Markets, Bloomberg Terminal, Fixed Income, Alternative Investments, Leveraged Finance, Asset Management
Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration / Corporate Finance
Campolindo High School 2003 — 2007
Eleven, Inc. June 2014 - Present
Financial Technology Partners April 2013 - Present
Credit Suisse April 2009 - April 2013
Merrill Lynch November 2006 - January 2009
Skills
Series 7
Education
UCLA
Bachelor of Arts (B.A.), Sociology
Paperless Post August 2014 - Present
NYC Dev Shop May 2013 - July 2014
The Flatiron School February 2013 - April 2013
140 Proof July 2010 - February 2012
Expansion Capital Partners July 2009 - June 2010
Parnassus Investments June 2008 - August 2008
Financial Technology Partners January 2008 - May 2008
Skills
Statistics, Start-ups, jQuery, Ruby on Rails, HAML, SASS, CoffeeScript, CSS3, JavaScript, Git, Developers, Musicians, Ruby, Web Development
Education
University of California, Berkeley 2005 — 2009
Bachelors, Economics, Music
YapStone, Inc. April 2012 - Present
Financial Technology Partners June 2009 - December 2011
UBS Wealth Management June 2008 - August 2008
Bay Area World Trade Center June 2007 - August 2007
Skills
Business Development, Investment Banking, Valuation, Financial Modeling, Private Equity, Mergers, Financial Analysis, Capital IQ, DCF, Financial Technology
Education
Bowdoin College 2005 — 2009
BA, Economics
San Francisco University High School 2001 — 2005
Vista Equity Partners July 2013 - Present
Financial Technology Partners October 2010 - March 2013
JP Morgan June 2010 - August 2010
Growthink June 2009 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital IQ, Corporate Finance, DCF, LBO, Mergers, Business Valuation, Capital Markets, Due Diligence, Equity Valuation, Industry Research, Equity Research, Enterprise Valuation, M&A experience, DCF Valuation, Mergers & Acquisitions, Corporate Development, Private Equity
Education
University of Southern California 2006 — 2010
BS, Business Administration
KKR 2012 - Present
Morgan Stanley 2009 - 2012
Lehman Brothers 2008 - 2008
Financial Technology Partners October 2005 - March 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, LBO, Private Equity, Venture Capital, Investments, M&A experience, Corporate Development, Capital Markets, Corporate Finance, Hedge Funds
Education
University of California, Berkeley 2004 — 2008
B.S., Industrial Engineering and Operations Research
Financial Technology Partners February 2010 - Present
Two Roads, LLC 2005 - 2009
Goldman Sachs 1995 - 2004
Skills
Valuation, Private Equity, Financial Modeling, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Corporate Development, Business Valuation, M&A experience, Financial Analysis, Business Strategy, Leveraged Finance, Portfolio Management, Strategy, Start-ups, Equity Research, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Industry Ventures December 2014 - Present
Industry Ventures January 2013 - December 2014
Industry Ventures February 2012 - December 2012
Financial Technology Partners July 2010 - February 2012
Skills
Venture Capital, Strategy
Education
University of Colorado Boulder 2006 — 2010
University of Virginia 2008 — 2008
Semester At Sea
Vista Equity Partners July 2012 - Present
- March 2014 - Present
Financial Technology Partners February 2010 - June 2012
Education
University of Denver - Daniels College of Business
Master of Science (MS), Finance
University of Denver - Daniels College of Business
Bachelor of Science (BS), Finance
GREE International, Inc April 2015 - Present
GREE International, Inc April 2012 - Present
Ubisoft Entertainment January 2011 - March 2012
Hall Capital Partners March 2009 - July 2010
Financial Technology Partners September 2008 - January 2009
Skills
Microsoft Excel, SQL, Chinese, Business Intelligence, PowerPoint, Analysis, Visual Basic, Tableau, MS Project, Analytics, C++, Certified Scrum Master..., Bloomberg Terminal, Data Mining, Monetization, Microsoft Project, Java, Salesforce.com, Axys, Competitive Analysis, Management, Leadership
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts, Political Science, 3.53
OHL December 2013 - Present
OHL November 2012 - December 2013
Best Buy July 2009 - June 2012
Best Buy 2012 - 2012
Financial Technology Partners June 2008 - August 2008
Calavo Growers 2003 - 2007
Brandis Tallman 2002 - 2003
Skills
Financial Modeling, Strategic Financial..., Financial Reporting, Valuation, Variance Analysis, Essbase, Business Strategy, Business Planning, New Business Development, Business Analysis, New Business Generation, New Business Ventures, Identifying New..., Financial Planning, Public Finance, Debt Structuring, Sales Management, Direct Sales, Microsoft Office, Excel, Business Objects, QlikView, Corporate Budgeting, Capital Budgeting, Financial Forecasting, Free Cash Flow
Education
University of Wisconsin-Madison - School of Business 2007 — 2009
MBA, Corporate Finance
University of Puget Sound 1999 — 2001
BA, Finance, Economics
Financial Technology Partners June 2014 - June 2015
PayPal June 2013 - August 2013
ClearLight Partners August 2010 - July 2012
Houlihan Lokey August 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Financial Analysis, LBO, Competitive Analysis, Leveraged Finance, Valuation, Investments, Emerging Markets, M&A experience, Strategic Planning, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
BS, Business Administration
Palos Verdes Peninsula High School 1999 — 2003