Keating Investments, LLC
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Keating Investments, LLC Employees
Employee
Years
Job
Industry
Brad J. Pugh Brad J. Pugh's Keating Investments, LLC Experience October 2008 - March 2009
Job CDO Client Service Operations Manager at US Bank
Industry Financial Services
Experience
US Bank Global Corporate Trust Services May 2013 - Present
US Bank Global Corporate Trust Services April 2012 - May 2013
UBS Financial Services January 2011 - May 2011
Bolder Details Painting & Restoration, LLC May 2002 - September 2010
Keating Investments, LLC October 2008 - March 2009
Skills
Operations Management, Team Leadership, Cross-functional Team..., Project Management, Manage Client..., Sales, Customer Service, Business Development, Business Strategy, Competitive Analysis, Strategic Planning, Finance, Financial Analysis, Entrepreneurship
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA Finance and Accounting
University of Denver 2007 — 2009
US Bank Global Corporate Trust Services May 2013 - Present
US Bank Global Corporate Trust Services April 2012 - May 2013
UBS Financial Services January 2011 - May 2011
Bolder Details Painting & Restoration, LLC May 2002 - September 2010
Keating Investments, LLC October 2008 - March 2009
Skills
Operations Management, Team Leadership, Cross-functional Team..., Project Management, Manage Client..., Sales, Customer Service, Business Development, Business Strategy, Competitive Analysis, Strategic Planning, Finance, Financial Analysis, Entrepreneurship
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA Finance and Accounting
University of Denver 2007 — 2009
Griffin McKenzie Griffin McKenzie's Keating Investments, LLC Experience June 2013 - September 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Klane Pedrie Klane Pedrie's Keating Investments, LLC Experience January 2012 - June 2012
Job Sales Engineer I at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications December 2014 - Present
Level 3 Communications June 2014 - December 2014
Hitachi Data Systems June 2012 - December 2013
Keating Investments, LLC January 2012 - June 2012
Capital Markets Authority- Uganda October 2011 - December 2011
Skills
Strategy, Leadership, Sales, Telecommunications, Project Management, Business Development, Research, Marketing, Training, Strategic Planning, Entrepreneurship
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Economics
School for International Training 2011 — 2011
Cherrington Global Scholar Program - Uganda, Micro-finance and Entrepreneurship for Development
Lewis Palmer High School 2005 — 2009
Level 3 Communications December 2014 - Present
Level 3 Communications June 2014 - December 2014
Hitachi Data Systems June 2012 - December 2013
Keating Investments, LLC January 2012 - June 2012
Capital Markets Authority- Uganda October 2011 - December 2011
Skills
Strategy, Leadership, Sales, Telecommunications, Project Management, Business Development, Research, Marketing, Training, Strategic Planning, Entrepreneurship
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Economics
School for International Training 2011 — 2011
Cherrington Global Scholar Program - Uganda, Micro-finance and Entrepreneurship for Development
Lewis Palmer High School 2005 — 2009
Luca Toscani Luca Toscani's Keating Investments, LLC Experience July 1999 - December 2009
Job Founding Partner at Auxanó Capital Partners | Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Auxanó Capital Partners August 2015 - Present
Stanford Graduate School of Business July 2014 - June 2015
Global Footprint Network (www.footprintnetwork.org) March 2014 - August 2014
MIXR (www.mixr.cn) January 2012 - September 2013
Avant Capital Group, Inc. January 2010 - December 2011
Keating Investments, LLC July 1999 - December 2009
Medici Capital Management October 1997 - March 1999
Bear Stearns January 1996 - September 1997
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investment Banking, Strategy, Investments, Entrepreneurship, China Business..., New Business Development, Luxury Goods, Mergers & Acquisitions, Cross-border..., Private Placements, International Business, Portfolio Management, Business Development, Corporate Development, Equities, Hedge Funds, Finance, E-commerce, Import Export, Emerging Markets, Negotiation, Strategic Partnerships, Investment Advisory, Supply Chain Management, Sustainability, Business Strategy, Valuation, Management, Corporate Finance, Strategic Planning, Financial Modeling, Asset Management
Education
Stanford University Graduate School of Business 2014 — 2015
Master of Science in Management for Experienced Leaders (Sloan Master / MSx)
Columbia University (The Earth Institute) – Robert F. Kennedy Center for Justice and Human Rights
Executive Education, RFK Compass Sustainable Investing Program
Harvard Business School – Tsinghua SEM
Executive Education, Private Equity and Venture Capital - Asia
University of Warwick 1993 — 1994
Business
Università Ca' Foscari di Venezia 1990 — 1995
Economics, Quantitative Studies, Summa cum Laude
Auxanó Capital Partners August 2015 - Present
Stanford Graduate School of Business July 2014 - June 2015
Global Footprint Network (www.footprintnetwork.org) March 2014 - August 2014
MIXR (www.mixr.cn) January 2012 - September 2013
Avant Capital Group, Inc. January 2010 - December 2011
Keating Investments, LLC July 1999 - December 2009
Medici Capital Management October 1997 - March 1999
Bear Stearns January 1996 - September 1997
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investment Banking, Strategy, Investments, Entrepreneurship, China Business..., New Business Development, Luxury Goods, Mergers & Acquisitions, Cross-border..., Private Placements, International Business, Portfolio Management, Business Development, Corporate Development, Equities, Hedge Funds, Finance, E-commerce, Import Export, Emerging Markets, Negotiation, Strategic Partnerships, Investment Advisory, Supply Chain Management, Sustainability, Business Strategy, Valuation, Management, Corporate Finance, Strategic Planning, Financial Modeling, Asset Management
Education
Stanford University Graduate School of Business 2014 — 2015
Master of Science in Management for Experienced Leaders (Sloan Master / MSx)
Columbia University (The Earth Institute) – Robert F. Kennedy Center for Justice and Human Rights
Executive Education, RFK Compass Sustainable Investing Program
Harvard Business School – Tsinghua SEM
Executive Education, Private Equity and Venture Capital - Asia
University of Warwick 1993 — 1994
Business
Università Ca' Foscari di Venezia 1990 — 1995
Economics, Quantitative Studies, Summa cum Laude
Carolyn Gunthner's Keating Investments, LLC Experience November 2011 - February 2012
Job Client Manager at Xerox Corporation
Industry Information Technology and Services
Experience
Xerox July 2013 - Present
EMI Sportswear February 2012 - July 2013
Adrenalin, Inc December 2011 - February 2012
Keating Investments, LLC November 2011 - February 2012
Team Player Productions September 2011 - November 2011
Charcoal Restaurant April 2011 - September 2011
Skills
Social Media Marketing, Event Planning, Investor Relations, Social Media, Marketing, Microsoft Office, Marketing Communications, PowerPoint, Market Research, Microsoft Excel, Public Relations
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Xerox July 2013 - Present
EMI Sportswear February 2012 - July 2013
Adrenalin, Inc December 2011 - February 2012
Keating Investments, LLC November 2011 - February 2012
Team Player Productions September 2011 - November 2011
Charcoal Restaurant April 2011 - September 2011
Skills
Social Media Marketing, Event Planning, Investor Relations, Social Media, Marketing, Microsoft Office, Marketing Communications, PowerPoint, Market Research, Microsoft Excel, Public Relations
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing
Bin Fan, CPA, CIA, CAMS Bin Fan, CPA, CIA, CAMS's Keating Investments, LLC Experience November 2011 - September 2012
Job Lead Analyst, Governance & Internal Controls, BSA/AML/CFT at Western Union
Industry Financial Services
Experience
Western Union February 2014 - Present
Western Union April 2013 - February 2014
Keating Investments, LLC November 2011 - September 2012
iCAST October 2010 - November 2011
Daniels Consulting Firm June 2011 - September 2011
Amway November 2007 - June 2010
KPMG China April 2005 - October 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, DCF, Investments, Investment Banking, Capital IQ, Microsoft Excel, Financial Reporting, Business Valuation, Finance, Accounting, Financial Accounting, Equities, Data Analysis, Bloomberg, Private Equity, Mergers
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Science, Finance
Guangdong University of Foreign Studies 2001 — 2005
Bachelor's degree, Business Management
Western Union February 2014 - Present
Western Union April 2013 - February 2014
Keating Investments, LLC November 2011 - September 2012
iCAST October 2010 - November 2011
Daniels Consulting Firm June 2011 - September 2011
Amway November 2007 - June 2010
KPMG China April 2005 - October 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, DCF, Investments, Investment Banking, Capital IQ, Microsoft Excel, Financial Reporting, Business Valuation, Finance, Accounting, Financial Accounting, Equities, Data Analysis, Bloomberg, Private Equity, Mergers
Education
University of Denver - Daniels College of Business 2010 — 2012
Master of Science, Finance
Guangdong University of Foreign Studies 2001 — 2005
Bachelor's degree, Business Management
Melissa Hubbard JD Melissa Hubbard JD's Keating Investments, LLC Experience June 2002 - March 2003
Job Arbitrator/Mediator, Complex Multiparty National Business Disputes, Financial, Securities, Franchise, Telecom Issues
Industry Law Practice
Experience
Jones & Keller PC January 2014 - Present
Arbitrator and Mediator, Law Offices of Melissa D. Hubbard January 1988 - Present
Senior Women Corporate Counsel Group 2005 - 2013
Board Member 2002 - 2012
Keating Investments, LLC June 2002 - March 2003
Berenbaum Weinshienk PC 2002 - 2003
Daniels & Associates, L.P. (nka RBC Daniels) October 1992 - August 2001
Holland & Hart LLP 1989 - 1992
Skills
Corporate Governance, Securities Offerings, Broker-Dealer, Corporate Law, Qualified Mediator, International..., Arbitrator, Licensing, Mergers & Acquisitions, Legal Writing, Litigation, Trade Secrets, Business Attorney, Investments, Privacy Law, Employment Law, FINRA attorney, Oil & Gas, Private Equity, Private Placements, Hedge Funds, Board Relations, Advisory Boards, Dodd-Frank, SBA, Banking Law
Education
University of Colorado School of Law 1981 — 1983
J.D., Law
Georgetown University Law Center 1980 — 1981
Law, Law
Stanford University 1976 — 1980
A.B., Political Science, Chemistry
Jones & Keller PC January 2014 - Present
Arbitrator and Mediator, Law Offices of Melissa D. Hubbard January 1988 - Present
Senior Women Corporate Counsel Group 2005 - 2013
Board Member 2002 - 2012
Keating Investments, LLC June 2002 - March 2003
Berenbaum Weinshienk PC 2002 - 2003
Daniels & Associates, L.P. (nka RBC Daniels) October 1992 - August 2001
Holland & Hart LLP 1989 - 1992
Skills
Corporate Governance, Securities Offerings, Broker-Dealer, Corporate Law, Qualified Mediator, International..., Arbitrator, Licensing, Mergers & Acquisitions, Legal Writing, Litigation, Trade Secrets, Business Attorney, Investments, Privacy Law, Employment Law, FINRA attorney, Oil & Gas, Private Equity, Private Placements, Hedge Funds, Board Relations, Advisory Boards, Dodd-Frank, SBA, Banking Law
Education
University of Colorado School of Law 1981 — 1983
J.D., Law
Georgetown University Law Center 1980 — 1981
Law, Law
Stanford University 1976 — 1980
A.B., Political Science, Chemistry
Justin Burger's Keating Investments, LLC Experience February 2008 - May 2008
Job Owner, Crystal Ski Shop
Industry Sporting Goods
Experience
Colorado Wilderness Rides and Guides May 2010 - Present
Massif Sports, Inc dba Crystal Ski Shop September 2009 - Present
Burger Property Investments April 2003 - September 2010
Crystal Ski Shop September 2005 - September 2009
Eldora Mountain Resort December 2008 - April 2009
Keating Investments, LLC February 2008 - May 2008
Skills
Customer Service, Marketing, Financial Modeling, Microsoft Office, Tourism, Financial Analysis, Marketing Strategy, Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Montana State University-Bozeman 2003 — 2004
Business Administration
Colorado Wilderness Rides and Guides May 2010 - Present
Massif Sports, Inc dba Crystal Ski Shop September 2009 - Present
Burger Property Investments April 2003 - September 2010
Crystal Ski Shop September 2005 - September 2009
Eldora Mountain Resort December 2008 - April 2009
Keating Investments, LLC February 2008 - May 2008
Skills
Customer Service, Marketing, Financial Modeling, Microsoft Office, Tourism, Financial Analysis, Marketing Strategy, Management
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Montana State University-Bozeman 2003 — 2004
Business Administration
Jeff Feldman's Keating Investments, LLC Experience January 2012 - June 2012
Job Audit Intern at PwC
Industry Accounting
Experience
PwC January 2014 - March 2014
Sigma Alpha Epsilon Fraternity January 2012 - January 2013
Gerson Lehrman Group June 2012 - August 2012
Keating Investments, LLC January 2012 - June 2012
Skills
Microsoft Word, DCF Valuation, Microsoft Excel, Financial Modeling, Capital IQ, Valuation Modeling, PowerPoint
Education
University of Denver - Daniels College of Business 2013 — 2014
Masters of Accounting, Accounting
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.7
PwC January 2014 - March 2014
Sigma Alpha Epsilon Fraternity January 2012 - January 2013
Gerson Lehrman Group June 2012 - August 2012
Keating Investments, LLC January 2012 - June 2012
Skills
Microsoft Word, DCF Valuation, Microsoft Excel, Financial Modeling, Capital IQ, Valuation Modeling, PowerPoint
Education
University of Denver - Daniels College of Business 2013 — 2014
Masters of Accounting, Accounting
University of Denver - Daniels College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.7
Cari Cracchiolo's Keating Investments, LLC Experience January 2005 - November 2006
Job Project Manager
Industry Consumer Services
Experience
NexusEarnhart May 2015 - August 2015
Crestone Capital Advisors June 2014 - February 2015
Cold Noses Warm Hearts October 2011 - August 2014
Synergy Services January 2013 - August 2013
IQNavigator April 2007 - January 2013
Ajilon Professional Staffing November 2006 - April 2007
Keating Investments, LLC January 2005 - November 2006
Skills
Consulting, Program Management, Project Management, New Business Development, Management, Team Leadership, Human Resources, Business Process..., Training, Team Building, Strategic Planning, Change Management, Analysis, Coaching, Leadership
Education
Metropolitan State University of Denver 2005 — 2006
B.S., Business Management
NexusEarnhart May 2015 - August 2015
Crestone Capital Advisors June 2014 - February 2015
Cold Noses Warm Hearts October 2011 - August 2014
Synergy Services January 2013 - August 2013
IQNavigator April 2007 - January 2013
Ajilon Professional Staffing November 2006 - April 2007
Keating Investments, LLC January 2005 - November 2006
Skills
Consulting, Program Management, Project Management, New Business Development, Management, Team Leadership, Human Resources, Business Process..., Training, Team Building, Strategic Planning, Change Management, Analysis, Coaching, Leadership
Education
Metropolitan State University of Denver 2005 — 2006
B.S., Business Management
Edward Glackin Edward Glackin's Keating Investments, LLC Experience January 2010 - March 2010
Job Seeking Career in Commercial Real Estate
Industry Real Estate
Experience
Jackson Hole Mountain Resort January 2014 - April 2015
Contour Investment Properties October 2014 - December 2014
Brunswick Group July 2011 - November 2013
Keating Investments, LLC January 2010 - March 2010
Skills
Investor Relations, Corporate Communications, Public Relations, Financial Communications, Crisis Communications, Competitive Analysis, Factiva, Internal Communications
Education
Dartmouth College 2007 — 2011
Bachelor of Arts in Economics and Spanish, with a Government Minor, (Magna Cum Laude)
Complutense University
Jackson Hole Mountain Resort January 2014 - April 2015
Contour Investment Properties October 2014 - December 2014
Brunswick Group July 2011 - November 2013
Keating Investments, LLC January 2010 - March 2010
Skills
Investor Relations, Corporate Communications, Public Relations, Financial Communications, Crisis Communications, Competitive Analysis, Factiva, Internal Communications
Education
Dartmouth College 2007 — 2011
Bachelor of Arts in Economics and Spanish, with a Government Minor, (Magna Cum Laude)
Complutense University
Rick Schweiger Rick Schweiger's Keating Investments, LLC Experience March 2010 - July 2014
Job Chief Operating Officer at BDCA Venture, Inc.
Industry Investment Management
Experience
BDCA Venture, Inc. March 2010 - Present
Keating Investments, LLC March 2010 - July 2014
Garisch Financial January 1999 - March 2010
Keating Securities January 2004 - July 2006
Education
New York University
Master of Laws (LL.M.), Taxation
Marquette University Law School
Doctor of Law (J.D.)
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
BDCA Venture, Inc. March 2010 - Present
Keating Investments, LLC March 2010 - July 2014
Garisch Financial January 1999 - March 2010
Keating Securities January 2004 - July 2006
Education
New York University
Master of Laws (LL.M.), Taxation
Marquette University Law School
Doctor of Law (J.D.)
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Accounting
Mitchell T. Faber Mitchell T. Faber's Keating Investments, LLC Experience March 2009 - May 2009
Job Senior Analyst at FI Consulting
Industry Management Consulting
Experience
FI Consulting January 2014 - Present
FI Consulting August 2012 - December 2013
CHS Health Services July 2011 - August 2012
Pioneer Advisory Partners March 2010 - July 2011
Xcel Energy May 2010 - November 2010
University of Denver 2006 - November 2010
Thomson Reuters June 2009 - August 2009
Keating Investments, LLC March 2009 - May 2009
MRK Financial Solutions June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Data Analysis, Analytics, Financial Reporting, Market Research, Business Planning, Business Strategy, Management Consulting, Forecasting, Access, Valuation, Budgeting, Pricing, Corporate Finance, Strategic Planning, Problem Solving, Teamwork, Microsoft Office, Excel, PowerPoint, Word, Outlook, VBA, SAS, R, Portfolio Management, Management
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance and International Business
Eden Prairie High School
FI Consulting January 2014 - Present
FI Consulting August 2012 - December 2013
CHS Health Services July 2011 - August 2012
Pioneer Advisory Partners March 2010 - July 2011
Xcel Energy May 2010 - November 2010
University of Denver 2006 - November 2010
Thomson Reuters June 2009 - August 2009
Keating Investments, LLC March 2009 - May 2009
MRK Financial Solutions June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Data Analysis, Analytics, Financial Reporting, Market Research, Business Planning, Business Strategy, Management Consulting, Forecasting, Access, Valuation, Budgeting, Pricing, Corporate Finance, Strategic Planning, Problem Solving, Teamwork, Microsoft Office, Excel, PowerPoint, Word, Outlook, VBA, SAS, R, Portfolio Management, Management
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance
University of Denver 2006 — 2010
BSBA, Finance and International Business
Eden Prairie High School
Clive Weeden Clive Weeden's Keating Investments, LLC Experience March 2010 - June 2010
Job Professional Basketball Player at Southwest Slammers
Industry Banking
Experience
Southwest Slammers January 2013 - Present
Etoile Sportive du Sahel January 2012 - May 2012
ABA Strumica August 2011 - December 2011
Keating Investments, LLC March 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Office, Microsoft Word, Economics, Data Analysis, Corporate Finance, Research, Analysis, Capital IQ, Market Research
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Sociology Modified with Economics
Southwest Slammers January 2013 - Present
Etoile Sportive du Sahel January 2012 - May 2012
ABA Strumica August 2011 - December 2011
Keating Investments, LLC March 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Investments, PowerPoint, Microsoft Office, Microsoft Word, Economics, Data Analysis, Corporate Finance, Research, Analysis, Capital IQ, Market Research
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Sociology Modified with Economics
Tim Keating's Keating Investments, LLC Experience 1997 - 2014
Job President at Keating Wealth Management, LLC
Industry Financial Services
Experience
Keating Wealth Management, LLC 2015 - Present
BDCA Venture, Inc. 2008 - 2015
Keating Investments, LLC 1997 - 2014
Bear Stearns 1994 - 1997
Nomura International 1990 - 1994
Kidder Peabody 1985 - 1990
Skills
Investments, Business Development, Finance, Capital, Valuation, IPO, Venture Capital, Corporate Development, Derivatives, Corporate Finance, Options, Mutual Funds, Management, Due Diligence, Equities, Private Equity, Investment Banking, Private Placements, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Strategy, Business Strategy, Capital Markets, Marketing, Financial Analysis, Series 7, Investor Relations, Financial Modeling, Start-ups, Entrepreneurship, Securities, Technology
Education
Harvard University 1981 — 1985
B.A., Economics
Keating Wealth Management, LLC 2015 - Present
BDCA Venture, Inc. 2008 - 2015
Keating Investments, LLC 1997 - 2014
Bear Stearns 1994 - 1997
Nomura International 1990 - 1994
Kidder Peabody 1985 - 1990
Skills
Investments, Business Development, Finance, Capital, Valuation, IPO, Venture Capital, Corporate Development, Derivatives, Corporate Finance, Options, Mutual Funds, Management, Due Diligence, Equities, Private Equity, Investment Banking, Private Placements, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Asset Allocation, Strategy, Business Strategy, Capital Markets, Marketing, Financial Analysis, Series 7, Investor Relations, Financial Modeling, Start-ups, Entrepreneurship, Securities, Technology
Education
Harvard University 1981 — 1985
B.A., Economics
Steve Ossello's Keating Investments, LLC Experience 2002 - 2005
Job Partner, Aspenwood Capital
Industry Investment Banking
Experience
Aspenwood Capital January 2006 - Present
Keating Investments, LLC 2002 - 2005
Golden Capital 1992 - 2000
Paine Webber 1987 - 1991
Skills
Corporate Finance, Private Equity, Investor Relations, Investment Banking, Private Placements, Venture Capital, IPO, Investments, Equities, Corporate Governance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Business Valuation, Funding, Financial Structuring, Valuation, Start-ups, Alternative Investments, Asset Management, Equity Research, Portfolio Management, Capital Markets, Financial Analysis, Financial Modeling
Education
Gonzaga University - School of Business Administration 1982 — 1986
BBA, Marketing, Finance
Aspenwood Capital January 2006 - Present
Keating Investments, LLC 2002 - 2005
Golden Capital 1992 - 2000
Paine Webber 1987 - 1991
Skills
Corporate Finance, Private Equity, Investor Relations, Investment Banking, Private Placements, Venture Capital, IPO, Investments, Equities, Corporate Governance, Due Diligence, Mergers & Acquisitions, Hedge Funds, Business Valuation, Funding, Financial Structuring, Valuation, Start-ups, Alternative Investments, Asset Management, Equity Research, Portfolio Management, Capital Markets, Financial Analysis, Financial Modeling
Education
Gonzaga University - School of Business Administration 1982 — 1986
BBA, Marketing, Finance
Rofi Zhou's Keating Investments, LLC Experience October 2004 - December 2005
Job Lawyer at McMillan LLP
Industry Law Practice
Experience
McMillan LLP 2012 - Present
Bacchus Law Corporation 2006 - 2011
Keating Investments, LLC October 2004 - December 2005
CITIC Industrial Bank of China September 1999 - November 2001
Agricutural Bank of China August 1997 - September 1999
Skills
Mergers, Corporate Law, Securities Law, Corporate Governance, Private Placements, Private Equity, Securities, IPO, Due Diligence, Legal Research, Joint Ventures, Legal Writing, International Law, Cross-border..., Legal Advice
Education
Southwest University of Political Science and Law
Bachelor of Laws (LL.B.)
University of Denver
Master of Laws (LL.M.)
McMillan LLP 2012 - Present
Bacchus Law Corporation 2006 - 2011
Keating Investments, LLC October 2004 - December 2005
CITIC Industrial Bank of China September 1999 - November 2001
Agricutural Bank of China August 1997 - September 1999
Skills
Mergers, Corporate Law, Securities Law, Corporate Governance, Private Placements, Private Equity, Securities, IPO, Due Diligence, Legal Research, Joint Ventures, Legal Writing, International Law, Cross-border..., Legal Advice
Education
Southwest University of Political Science and Law
Bachelor of Laws (LL.B.)
University of Denver
Master of Laws (LL.M.)
Shawn Simmons's Keating Investments, LLC Experience February 2008 - May 2008
Job Director Semiconductor Equity Research at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. April 2009 - Present
KRG Capital October 2008 - December 2008
Republic Financial Corporation June 2008 - September 2008
Keating Investments, LLC February 2008 - May 2008
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Bloomberg, Equity Research, Capital IQ, Business Valuation, Securities, Asset Management, Equity Valuation, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Equity, Series 7
Education
University of Denver - Daniels College of Business 2006 — 2009
BSBA
Arizona State University 2005 — 2006
Oppenheimer & Co. April 2009 - Present
KRG Capital October 2008 - December 2008
Republic Financial Corporation June 2008 - September 2008
Keating Investments, LLC February 2008 - May 2008
Skills
Financial Modeling, Valuation, Investments, Financial Analysis, Due Diligence, Bloomberg, Equity Research, Capital IQ, Business Valuation, Securities, Asset Management, Equity Valuation, Hedge Funds, Equities, Capital Markets, Investment Banking, Private Equity, Series 7
Education
University of Denver - Daniels College of Business 2006 — 2009
BSBA
Arizona State University 2005 — 2006
Jinhong Jiang Whiteneck's Keating Investments, LLC Experience February 2009 - April 2009
Job Partner Marketing Manager at Sling TV
Industry Telecommunications
Experience
Sling TV June 2015 - Present
Dish Network April 2014 - May 2015
Dish Network June 2010 - April 2014
Colorado State Government, Office of Economic Development and International Trade September 2009 - May 2010
Keating Investments, LLC February 2009 - April 2009
Skills
Competitive Analysis, Strategy, Market Research, Marketing, International Business, Teamwork, Social Media, Project Management, International Marketing, Marketing Strategy, Marketing Communications, Advertising, Marketing Research, Market Analysis, Team Leadership, Cross-functional Team..., Product Marketing, Leadership, Product Management, Business Development
Education
University of Denver - Daniels College of Business 2008 — 2010
MBA, Marketing
Sling TV June 2015 - Present
Dish Network April 2014 - May 2015
Dish Network June 2010 - April 2014
Colorado State Government, Office of Economic Development and International Trade September 2009 - May 2010
Keating Investments, LLC February 2009 - April 2009
Skills
Competitive Analysis, Strategy, Market Research, Marketing, International Business, Teamwork, Social Media, Project Management, International Marketing, Marketing Strategy, Marketing Communications, Advertising, Marketing Research, Market Analysis, Team Leadership, Cross-functional Team..., Product Marketing, Leadership, Product Management, Business Development
Education
University of Denver - Daniels College of Business 2008 — 2010
MBA, Marketing
Wyatt McKean's Keating Investments, LLC Experience June 2010 - August 2010
Job J.D. Candidate at University of Michigan Law School
Industry Legal Services
Experience
Ropes & Gray LLP May 2015 - July 2015
National Trust for Historic Preservation July 2014 - August 2014
CRSA August 2011 - April 2013
The Dartmouth Independent September 2008 - January 2011
Keating Investments, LLC June 2010 - August 2010
Skills
Finance, Grants, Writing, Editing, Architectural Modeling, Research, Politics, International Relations, Strategy, Marketing, Creative Writing, Fundraising
Education
University of Michigan Law School 2013 — 2016
Juris Doctor (J.D.)
Dartmouth College 2007 — 2011
Bachelor's Degree, Political Science and Government
London School of Economics and Political Science 2009 — 2009
Government
Ropes & Gray LLP May 2015 - July 2015
National Trust for Historic Preservation July 2014 - August 2014
CRSA August 2011 - April 2013
The Dartmouth Independent September 2008 - January 2011
Keating Investments, LLC June 2010 - August 2010
Skills
Finance, Grants, Writing, Editing, Architectural Modeling, Research, Politics, International Relations, Strategy, Marketing, Creative Writing, Fundraising
Education
University of Michigan Law School 2013 — 2016
Juris Doctor (J.D.)
Dartmouth College 2007 — 2011
Bachelor's Degree, Political Science and Government
London School of Economics and Political Science 2009 — 2009
Government
Dali Wang's Keating Investments, LLC Experience January 2009 - June 2009
Job at vanderbilt university master of economics
Industry Education Management
Experience
vanderbilt university master of economics September 2007 - Present
Keating Investments, LLC January 2009 - June 2009
UBS Wealth Management January 2009 - April 2009
RBC Capital Markets June 2008 - July 2008
Education
Vanderbilt University 2007 — 2009
Master of Economics, Economics
South China University of Technology 2003 — 2007
Bachelor, Computer Science
vanderbilt university master of economics September 2007 - Present
Keating Investments, LLC January 2009 - June 2009
UBS Wealth Management January 2009 - April 2009
RBC Capital Markets June 2008 - July 2008
Education
Vanderbilt University 2007 — 2009
Master of Economics, Economics
South China University of Technology 2003 — 2007
Bachelor, Computer Science
Nikolas Ellickson's Keating Investments, LLC Experience March 2012 - June 2012
Job Territory Sales Manager
Industry Restaurants
Experience
ITW September 2012 - Present
KPMG US June 2012 - August 2012
Keating Investments, LLC March 2012 - June 2012
Dish Network June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
FoodServiceWarehouse.com May 2008 - December 2009
Skills
Microsoft Excel..., Microsoft Access..., Microsoft Word, PowerPoint, Microsoft Outlook, Sales, Sales Management, Competitive Analysis, Financial Analysis, Pricing, Sales Operations, Microsoft Excel, Leadership, Team Building, Forecasting, Auditing, Finance, New Business Development, Strategic Planning, Budgets, Account Management, Outlook
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science (BS), Accounting
ITW September 2012 - Present
KPMG US June 2012 - August 2012
Keating Investments, LLC March 2012 - June 2012
Dish Network June 2011 - August 2011
Northwestern Mutual June 2010 - August 2010
FoodServiceWarehouse.com May 2008 - December 2009
Skills
Microsoft Excel..., Microsoft Access..., Microsoft Word, PowerPoint, Microsoft Outlook, Sales, Sales Management, Competitive Analysis, Financial Analysis, Pricing, Sales Operations, Microsoft Excel, Leadership, Team Building, Forecasting, Auditing, Finance, New Business Development, Strategic Planning, Budgets, Account Management, Outlook
Education
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science (BS), Accounting
Steve Henricks's Keating Investments, LLC Experience September 2003 - November 2008
Job Managing Director at The London Manhattan Company
Industry Financial Services
Experience
The London Manhattan Company August 2010 - Present
Hunter Wise Financial Group, LLC November 2008 - August 2010
Keating Investments, LLC September 2003 - November 2008
Skills
Hedge Funds, Private Equity, Corporate Finance, Debt & Equity Financing
Education
Suffolk University - MBA 1980 — 1981
Master of Business Administration (MBA)
SUNY Brockport
Bachelor of Science (B.S.), Business Administration and Management, General
The London Manhattan Company August 2010 - Present
Hunter Wise Financial Group, LLC November 2008 - August 2010
Keating Investments, LLC September 2003 - November 2008
Skills
Hedge Funds, Private Equity, Corporate Finance, Debt & Equity Financing
Education
Suffolk University - MBA 1980 — 1981
Master of Business Administration (MBA)
SUNY Brockport
Bachelor of Science (B.S.), Business Administration and Management, General