Montgomery & Co., LLC
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Montgomery & Co., LLC Employees
Matthews Asia July 2013 - Present
Montgomery & Co., LLC January 2011 - April 2013
Montgomery & Co., LLC January 2007 - January 2011
Montgomery & Co., LLC August 2004 - January 2007
Montgomery & Co., LLC June 2003 - August 2004
Skills
College Recruiting, Graduate Recruitment, Payroll Administration, Performance Management, Employee Benefits, Training & Development, Employee Relations, Payroll, Salesforce.com, Human Resources, Recruiting, Applicant Tracking..., Onboarding, Mergers & Acquisitions, Employee Training, Benefits Administration, Strategy, Training
Education
California State University-Long Beach 1999 — 2003
BA, Organizational Communication
Hillsdale High School
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
Zuora August 2015 - Present
Typesafe May 2014 - August 2015
Typesafe November 2013 - May 2014
Typesafe September 2012 - November 2013
Montgomery & Co., LLC June 2010 - June 2012
Butler-Johnson Corporation January 2010 - June 2010
Sonim Technologies May 2009 - January 2010
Asia-Pacific Student Entrepreneurship Society (ASES) August 2007 - June 2008
Skills
Salesforce.com, Salesforce Administrator, Email Marketing, Competitive Analysis, Conference Coordination, Event Management, Microsoft Office, Mobile Technology, Adobe Creative Suite, Event Planning, CRM Integration, Social Media, Technology, Microsoft Excel, PowerPoint, Websites, Marketing, Conference Registration, Manticore, iContact, InDesign, Photoshop, Adobe Acrobat, Outlook, Project Management, Media, YouTube, HTML, Database Administration, Data Analysis, Twitter, Analytics
Education
University of California, Los Angeles 2015 — 2018
Master of Business Administration (M.B.A.)
University of Southern California 2007 — 2010
B.S. Business Administration, Marketing
Birth Story Photo January 2013 - August 2014
JPMorgan Chase March 2008 - September 2008
CIBER February 2006 - January 2007
Montgomery & Co., LLC 2005 - 2006
Bludworth Marine LLC 2004 - 2005
Skills
Excel, Customer Service, Microsoft Office, Word, Problem Solving, Outlook, PowerPoint, Accounts Payable, Quickbooks, Research, Photoshop, Payroll Processing, Reconciliation, Apple Software, Microsoft Excel, Microsoft Word, Social Media, Digital Photography, Photography, Account Reconciliation, Data Analysis, Adobe Creative Suite, Mac, Lightroom, InDesign, Commercial Photography, Event Photography, Fine Art Photography, Photojournalism, Portrait Photography, Medium Format, Photos, Studio Lighting, Image Manipulation, Portraits, Studio Photography, Illustrator, QuickBooks, Editorial, Wedding Photography, OS X, Digital Imaging, Headshots, Image Editing, Lighting, Fine Art, Payroll
Education
Brenau University AGS 2015 — 2017
Master’s Degree
Hallmark Institute of Photography 2009 — 2010
Certificate
Rollins College 2000 — 2004
BA
West Morris Central HS 1998 — 2000
Westfield High School
Imperial Capital, LLC July 2013 - Present
Imperial Capital, LLC August 2012 - December 2012
Montgomery & Co., LLC June 2012 - August 2012
Skills
Financial Modeling, Capital IQ, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Investment Banking, Economics, Microsoft Office, Data Analysis
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Business/Economics
Demand Media [DMD] February 2015 - Present
Demand Media [DMD] May 2013 - January 2015
Montgomery & Co., LLC April 2012 - April 2013
StandWithUs November 2011 - April 2012
Kemper Corporation [KMPR] February 2008 - October 2011
Promenade Rehabilitation Center April 2002 - January 2008
Skills
Accounts Payable, General Ledger, Accounting, Financial Analysis, Account Reconciliation, PowerPoint, Analysis, Auditing, Financial Statements, Payroll
Education
City University of New York-Queens College 2002 — 2005
Bachelor of Arts, Accounting & Economics
Cope Career Institute, New York 2001 — 2001
Certificate in Business Accounting
Touro College 2000 — 2001
Freshman year study abroad program, Judaic Studies - Seminar Jerusalem
Juniper Networks June 2015 - August 2015
The Advisory Board October 2011 - March 2014
Montgomery & Co., LLC May 2010 - September 2011
WTAS December 2008 - May 2010
Houlihan Lokey July 2008 - November 2008
Houlihan Lokey June 2007 - August 2007
Skills
Financial Modeling, Due Diligence, Strategic Planning, Corporate Finance, Strategy, Valuation, Business Development, Corporate Development, Financial Analysis, Financial Reporting, Competitive Analysis, Market Research, Market Analysis, Data Analysis, M&A due diligence, Financial Accounting, Finance, Analysis, CRM, Mergers & Acquisitions, Linear Programming
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
IESE Business School - University of Navarra 2015 — 2015
Master of Business Administration (M.B.A.)
University of California, Berkeley 2004 — 2008
BS/BA
MediaMath July 2015 - Present
MediaMath July 2014 - July 2015
Telos Advisors April 2013 - July 2014
Montgomery & Co., LLC July 2012 - March 2013
Montgomery & Co., LLC July 2010 - July 2012
Universal Pictures January 2010 - May 2010
Marvel Entertainment August 2009 - December 2009
NBCUniversal, Inc. July 2009 - December 2009
Credit Suisse June 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Investment Banking, Finance, Alternative Investments, Valuation, Due Diligence, Entrepreneurship, Social Media
Education
University of Southern California 2006 — 2010
Business / Cinema
University of Southern California - Marshall School of Business 2006 — 2010
Delbarton School 2002 — 2006
St. Joseph's School
SunTrust Robinson Humphrey December 2014 - Present
BMO Capital Markets July 2010 - December 2014
Montgomery & Co., LLC June 2009 - June 2010
Piper Jaffray June 1998 - June 2009
Skills
Lifesciences, Investment Banking, Capital Markets, Venture Capital, M&A execution, M&A analysis, Accounting, Financial Analysis, Financial Modeling, G&A, due diligence, Investor Relations, Team Leadership, initial public offerings, Corporate Finance, Financial Reporting, Budget Forecasts, Operating Budgets, Capital Budgeting, Capital Raising, Convertible Securities, Private Equity, debt capital markets, Strategic Financial..., Financial Audits, Biotechnology, Specialty Pharmaceutical, Generic Drugs
Education
Haas School of Business, UC Berkeley 1996 — 1998
Master of Business Administration (MBA), Finance, General
Middlebury College 1986 — 1990
Bachelor's degree, Economics
AdRoll August 2013 - Present
AdRoll October 2012 - July 2013
Yelp.com May 2011 - October 2012
Montgomery & Co., LLC October 2010 - May 2011
San Francisco State University June 2010 - October 2010
San Francisco State University October 2007 - May 2010
Aquarium of the Bay 2009 - 2010
Skills
Event Planning, Salesforce.com, Administration, Event Management, Management, Social Media Marketing, Advertising, Graphic Design, Sales, Customer Service
Education
San Francisco State University 2006 — 2010
BA, Communication Studies
Omnicom Media Group February 2014 - May 2014
Covert & Co., LLC Investment Banking March 2010 - January 2014
Montgomery & Co., LLC August 2008 - August 2009
CIBC World Markets July 2002 - January 2008
Ernst & Young October 1993 - October 2001
Skills
Human Resources, Private Equity, Financial Modeling, Management, Mergers & Acquisitions, Corporate Finance, Personnel Management, Investment Banking, Finance, Start-ups, Due Diligence, Strategy, HRIS, Venture Capital, Investments, Social Media, Valuation, Office Management, Recruiting, Customer Service, Equities, Entrepreneurship, Blogging, Business Strategy, Concur, Facebook, Market Research, Outlook, Social Networking, Strategic Planning, Marketing, Social Media Marketing, Public Relations, Digital Media
Education
University of Belgrade
Completed Coursework, English Language and Literature
Facebook September 2014 - Present
Animoto April 2013 - October 2014
Montgomery & Co., LLC December 2012 - April 2013
Lightspeed Venture Partners April 2012 - December 2012
Vallavista Corporation December 2011 - April 2012
Sony Computer Entertainment America LLC June 2011 - September 2011
Enloe Medical Center January 2011 - May 2011
Study Abroad and International Exchanges Chico State August 2010 - December 2010
Kimpton Hotels and Restaurants June 2010 - August 2010
Skills
Marketing, Public Relations, Special Events, InDesign, Facebook, Social Media, Photoshop, Event Management, Salesforce.com, Concur, Social Networking, PowerPoint, Social Media Marketing, Advertising, Entertainment, Recruiting, Market Research, Fundraising, Corporate Communications, Public Speaking, Blogging
Education
California State University-Chico 2007 — 2011
Bachelors Degree, Public Relations, Journalism, Marketing
Università degli Studi di Torino 2010 — 2010
International Marketing and Management
Adobe July 2014 - Present
Kellogg School of Management September 2012 - June 2014
Adobe June 2013 - August 2013
Updata Partners November 2009 - June 2012
Montgomery & Co., LLC August 2007 - October 2009
Eastern Maine Healthcare Systems July 2006 - September 2006
Bridgewater Associates March 2006 - June 2006
Skills
SaaS, Venture Capital, Investments, Private Equity, Mergers & Acquisitions, Financial Modeling, Cloud Computing, Mergers, Entrepreneurship, Investment Banking, Business Valuation, Persuasive Presentation..., Finance, Pricing Strategy, Strategy
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Innovation & Entrepreneurship; Marketing
HEC Paris 2014 — 2014
Master of Business Administration (M.B.A.)
Dartmouth College 2003 — 2007
AB, Economics
Brandow & Johnston, Inc. Structural & Civil Engineers January 2014 - Present
Montgomery & Co., LLC August 2010 - April 2013
Oaktree Capital Management June 2001 - August 2009
Sepulveda Capital 1998 - 2001
Bankers Mortgage Trust 1991 - 1995
Skills
Fundraising, Event Management, Salesforce.com, Database Administration, Microsoft Word, Market Research, Start-ups, Microsoft Office, Venture Capital, Event Planning, Due Diligence, Microsoft Excel
Education
Moody Bible Institute
Theology
Roosevelt High School Minneapolis
Barnraiser.us November 2013 - July 2015
Bear & Bull October 2013 - December 2014
Emplore January 2013 - September 2013
Kaazing Corporation September 2012 - December 2012
Wordnik June 2012 - September 2012
Bankinter January 2011 - April 2011
Montgomery & Co., LLC June 2010 - August 2010
Skills
Microsoft Office, Negotiation, Customer Relations, Business Strategy, C++, Java, Public Speaking, Writing, JavaScript, Ruby on Rails, CSS, Product Management, Market Research, Python, Django, PostgreSQL, Marketing, Analytics, CRM, Web Development
Education
Stanford University 2008 — 2012
BA, English, Focus: Literary Theory
City National Bank April 2014 - Present
Signal Hill Capital April 2013 - April 2014
Montgomery & Co., LLC January 2012 - April 2013
SharesPost February 2010 - January 2012
El Molino Advisors, Inc. July 2008 - June 2011
Thomas Weisel Partners February 2007 - May 2008
Thomas Weisel Partners May 2005 - February 2007
Trinity Capital Advisors November 2000 - March 2005
Skills
Investments, Restructuring, Negotiation, Private Equity, Private Placements, Securities, Debt, Valuation, Financial Modeling, Venture Capital, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Business Strategy, Start-ups, Business Planning
Education
Dartmouth College 1995 — 1999
BA
Polytechnic School 1989 — 1995
ENJOY Inc. June 2014 - Present
Signal Hill Capital March 2013 - June 2014
Montgomery & Co., LLC January 2012 - June 2014
Chicago White Sox October 2010 - February 2012
Los Angeles Dodgers June 2008 - September 2010
Northern Trust Bank January 2009 - March 2009
LKY Development Company January 2009 - March 2009
Skills
Sports, Baseball, Market Research, Social Media, PowerPoint, Microsoft Excel, Financial Analysis, Sports Management, Research, Data Analysis, Sports Marketing, Business Development, Investments, Microsoft Office, Outlook, Fundraising, Public Speaking, Event Management, Facebook, Valuation
Education
Stanford University 2006 — 2009
BA, Economics
Chaparral High School 2001 — 2005
ChoiceFork May 2012 - Present
TV Guide November 2005 - November 2010
TVG Network February 2004 - October 2005
Gemstar-TV Guide September 2002 - January 2004
CommerceTV Corporation March 1998 - January 2000
PricewaterhouseCoopers LLP March 1998 - September 1999
Montgomery & Co., LLC September 1996 - February 1998
Skills
Television, Television Production, Entertainment, Mobile, Video, Online Marketing, User Interface Design, Online Gambling, Online Gaming, Algorithmic Development, Vertical Search, Search Engine..., Demand Assessment for..., Video Production, New Media, Mobile Devices, Digital Media, Email Marketing, Digital Strategy, VOD, Integrated Marketing, Social Media Marketing, Starting New Ventures, Product Development, Competitive Strategies, Leadership, SEM, Algorithms, Business Planning, Marketing, Start-ups, Online Advertising, Strategic Partnerships, Business Strategy, Mobile Advertising, Entrepreneurship, Digital Marketing, Content Strategy, Strategy, Mobile Applications, Mobile Marketing, Management
Education
Harvard Business School 2000 — 2002
MBA, General Management
University of California, Los Angeles 1992 — 1996
BA, Business-Economics
Institut d'études politiques de Lyon, France 1994 — 1995
Certificate of completion a one year program, European Political and Economic Integration
МГИМО, Москва, Россия 1991 — 1992
Completed freshman year and transferred to UCLA., International Business
Signal Hill Capital 2015 - Present
Signal Hill Capital 2013 - 2015
Montgomery & Co., LLC 2012 - 2013
Michael D. Farmer, LUTCF -- Principal Financial Group April 2011 - May 2012
American Eagle Outfitters June 2010 - May 2012
Skills
Concur, Microsoft Word, PowerPoint, Salesforce.com, Microsoft Excel, Microsoft Exchange, Travel Arrangements, Sales, Finance, CRM, Microsoft Office
Education
University of Northern Iowa
B.A, Economics
Darling Ventures LLC October 2013 - Present
Velti February 2012 - December 2013
Mobile Interactive Group May 2011 - August 2012
Montgomery & Co., LLC February 2011 - April 2011
Suede February 2009 - June 2010
The ONN Agency November 2007 - February 2009
Bates Asia (Tokyo) March 2007 - July 2007
Abelia 2006 - 2007
Skills
SEM, Analytics, Social Media, Market Research, New Media, Mobile Commerce, Online Advertising, Mobile Devices, Strategic Partnerships, Lead Generation, Digital Marketing, Website Development, Start-ups, Social Networking, Mobile Marketing, Mobile Technology, Strategy, SEO, Integrated Marketing, Business Strategy, Digital Strategy, Product Marketing, Advertising, Mobile Advertising, Business Development, E-commerce, Product Management, Customer Acquisition, Management, Sales, Social Media Marketing, Marketing, Digital Media, Marketing Strategy, Press Releases, Mobile Applications, Venture Capital
Education
Stanford University Graduate School of Business 2014 — 2014
Executive Leadership Development: Analysis to Action
University of California, Berkeley, Haas School of Business 2014 — 2014
Certificate of Business Excellence
University of Sydney 2003 — 2006
Economics Social Sciences
Cranbrook 1990 — 2002
CBRE June 2013 - Present
Turner Construction June 2009 - June 2013
KeyBank October 2008 - May 2009
Catalyst Planning Group October 2007 - October 2008
KCH Properties, LLC March 2006 - August 2007
Montgomery & Co., LLC September 2004 - November 2005
Bitfone Corp August 2001 - June 2004
Skills
Submittals, Contract Management, LEED, Construction, Process Scheduler, Budgets, Procurement, Construction Management, Project Estimation, Project Management, Contract Negotiation, Renovation, Facilities Management, Value Engineering, Proposal Writing, Green Building, Change Orders, Management, LEED AP, Contractors, Pre-construction
Education
The University of Texas at Dallas
CBRE Foundations for Project Management (PJM-1), Project Management
Purdue University 1984 — 1987
Architecture
Quarton Partners LLC July 2013 - Present
Montgomery & Co., LLC August 2012 - July 2013
Jefferies & Company June 2011 - August 2011
Skills
Financial Modeling, Research
Education
University of Michigan 2008 — 2012
BBA, Ross School of Business
Detroit Country Day School 2004 — 2008
true[X] March 2012 - Present
Quant Media Advisors October 2011 - March 2012
Montgomery & Co., LLC March 2008 - September 2011
Video Game Finance, Inc. October 2007 - February 2008
Skills
Bonds, Management Consulting
Education
Pepperdine University 2003 — 2007
BS, Finance
Union High School
Scripps Institution of Oceanography January 2015 - August 2015
Coral Reef Research Foundation April 2014 - May 2014
Princeton in Asia June 2013 - March 2014
Archipelagos, Institute of Marine Conservation June 2012 - August 2012
Princeton University May 2012 - June 2012
Montgomery & Co., LLC June 2011 - August 2011
Skills
Research, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Matlab, Stata, Social Networking, Teaching English as a..., Data Analysis, GIS, Marketing, Financial Modeling
Education
University of California, Santa Barbara 2015 — 2017
Masters of Environmental Science and Management
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Geosciences with honors, Certificate in Environmental Studies
La Costa Canyon High School 2004 — 2009
Chad Riddersen Consulting August 2012 - Present
Montgomery & Co., LLC September 2010 - July 2012
Morgan Keegan January 2010 - September 2010
Deloitte & Touche September 2008 - January 2010
Education
University of Southern California 2005 — 2008
Bachelors, Finance & Entrepreneurship
Minnetonka High School 2001 — 2005
Payoff June 2015 - August 2015
Green Dot Corporation July 2013 - August 2014
Green Dot Corporation July 2012 - June 2013
Green Dot Corporation October 2010 - July 2012
Citigroup Global Investment Banking August 2009 - September 2010
Montgomery & Co., LLC August 2008 - August 2009
Piper Jaffray - Healthcare Group May 2007 - August 2007
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Mergers, Forecasting, DCF, Mergers & Acquisitions, Investment Banking, Strategy, Analysis, Corporate Development, Financial Services, Financial Planning, Data Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Claremont McKenna College 2004 — 2008
Bachelor of Arts, Economics and Finance
The Chinese University of Hong Kong 2006 — 2006
Study Abroad Program
McMaster-Carr July 2015 - Present
McMaster-Carr June 2014 - June 2015
McMaster-Carr June 2013 - August 2013
Dartmouth College September 2012 - June 2013
Montgomery & Co., LLC January 2013 - March 2013
Education Pioneers January 2012 - December 2012
Education
Dartmouth College 2010 — 2014
Bachelor's Degree, Psychology, Portuguese
Associação de Cultura Brasil - Estados Unidos
Portuguese Language and Literature
Northside College Preparatory High School 2006 — 2010
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Citi October 2013 - October 2014
Montgomery & Co., LLC July 2012 - October 2013
Allen & Company June 2011 - August 2011
Skills
Valuation, LBO, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equity Research, Mergers & Acquisitions, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Finance
University of Michigan 2008 — 2012
Bachelor of Science, Mathematics
Aquilo Partners January 2012 - Present
Montgomery & Co., LLC August 2008 - December 2011
Jefferies & Company August 2001 - August 2008
Fletcher Spaght July 1996 - July 1999
Skills
Investment Banking, Corporate Finance, Healthcare Technology, Medical Devices, Venture Financing, Mergers, Company Acquisitions, Start-ups, Venture Capital, Due Diligence, Mergers & Acquisitions, Medical Technology, Business Development, Corporate Development, Strategy, Business Strategy, Private Equity, Private Placements, M&A experience, Financial Services, Healthcare, LBO, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Massachusetts Institute of Technology 1991 — 1996
MEng, BS
HealthCare Partners of Nevada July 2015 - Present
Summit Partners 2008 - 2011
Montgomery & Co., LLC 2005 - 2008
Skills
Venture Capital, Private Equity, Valuation, Investment Banking, Financial Modeling, Due Diligence, Mergers, Capital Markets, Investments, Equities, Capital Raising, Portfolio Management, Corporate Finance, Strategy, Mergers & Acquisitions, LBO, Start-ups
Education
Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Dartmouth College 2001 — 2005
Bachelor's Degree
Citizens Bank August 2013 - Present
GE Capital June 2011 - August 2013
GE Capital October 2007 - June 2011
Montgomery & Co., LLC August 2005 - October 2007
Deutsche Bank June 2004 - August 2004
JPMorgan July 2001 - June 2003
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Brigham Young University 1999 — 2001
BS, Finance
Signal Hill Capital April 2013 - Present
Montgomery & Co., LLC September 2009 - April 2013
Morgan Stanley March 2007 - January 2009
Lehman Brothers June 1998 - March 2007
Skills
Analytics, Mergers, Mergers & Acquisitions, Valuation, Venture Capital, Corporate Development, Management, Strategy, Financial Analysis, Start-ups, Contract Negotiation, Private Equity, Information Technology, Due Diligence, Corporate Finance, Business Strategy, Financial Modeling, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Real Estate
University of California, Los Angeles 1989 — 1991
BA, Economics
Amgen September 2011 - Present
Wilshire Private Markets January 2008 - September 2010
Merrill Lynch December 2005 - December 2006
Montgomery & Co., LLC September 2004 - November 2005
J.P. Morgan December 2003 - May 2004
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Valuation, Corporate Finance, Market Research, Investments, Financial Analysis, Finance, Corporate Development, Business Development, Portfolio Management, Competitive Analysis, Risk Management, Entrepreneurship, Venture Capital, Business Strategy, Strategic Planning, Business Analysis, Analytics, Equities, Capital Markets, Digital Media, Start-ups, Management, M&A Negotiations, Budgeting, Financial Statements, Growth Strategy, Project Management, Cross-Functional...
Education
Harvard Business School Executive Education
Program for Leadership Development
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management, 3.6/4.0
Southern Methodist University 2002 — 2004
BBA, Finance, 3.7/4.0
Seton Healthcare Family March 2015 - Present
Scott & White Healthcare January 2012 - February 2015
University of Illinois at Urbana-Champaign August 2010 - August 2011
Montgomery & Co., LLC April 2007 - July 2010
University of Southern California February 2005 - December 2006
Skills
Library Reference, Library Programming, Research, Online Research, PubMed, Library Instruction, Information Literacy, Collection Development, Community Outreach, Grant Writing, Blogging, Social Media, Social Networking, Events Coordination, Customer Service, Office Support, Expense Management, Consumer Health..., Health Literacy, Facebook, Library Science, Library Research
Education
University of Illinois at Urbana-Champaign 2010 — 2011
M.S.
University of Southern California 2003 — 2007
B.A.
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Storm8 June 2014 - Present
Zynga June 2013 - August 2013
Total Attorneys May 2013 - May 2013
Google April 2010 - July 2012
BioFuelBox July 2009 - March 2010
Montgomery & Co., LLC August 2007 - June 2009
Education
Stanford University 2003 — 2007
B.S., Electrical Engineering
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship; Marketing & Operations
WR Hambrecht + Co May 2014 - Present
Devil Mountain Investment Management March 2009 - Present
Thomson Reuters December 2009 - May 2014
Proxy Governance June 2008 - October 2009
Montgomery & Co., LLC 2005 - 2008
First Albany 2002 - 2005
Robertson, Stephens & Company 1995 - 2002
Skills
Trading, Hedge Funds, Trading Systems, Equity Trading, Equities, Capital Markets, Electronic Trading, Series 7, Derivatives, Investment Banking, Asset Management, Portfolio Management, Financial Markets, ETFs, Investments, Securities, Proprietary Trading, Compliance, Analysis, Bonds, Trading Strategies, Series 63, Series 24, Series 65, Market Data, Asset Allocation
Education
The George Washington University 1992 — 1995
MBA, Finance and Investments
University of California, Los Angeles 1986 — 1991
International Business, Economics, German Language
Monte Vista High School 1982 — 1986
Morgan Stanley May 2007 - Present
Montgomery & Co., LLC May 2003 - May 2007
RITA Medical Systems September 2001 - May 2003
Chemdex Corp. (Ventro) 2000 - 2001
Morgan Stanley 1995 - 2000
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
Princeton University 1985 — 1989
A.B., Politics, Economics
Barclays Investment Bank August 2013 - Present
Barclays July 2012 - August 2013
Barclays Capital June 2011 - August 2011
Montgomery & Co., LLC June 2010 - August 2010
Glaser Weil June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Negotiation, Equities, Equity Sales-Trading, Electronic Trading, Equity Trading, Sales, Series 7, Series 63, Series 55, Series 3, Equity Capital Markets, Investment Banking, Bloomberg Terminal, Equity Valuation, Relationship Management, Financial Markets, Capital Markets, Investments
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S.E, Business
Brentwood Scool 2004 — 2008
First American Title March 2015 - Present
Morgan Stanley Wealth Management February 2014 - April 2015
Capital Group September 2005 - February 2014
HireRight, Inc. June 2004 - June 2005
Sheffield Leasing, Inc. February 2003 - June 2004
Montgomery & Co., LLC August 1997 - February 2003
Skills
Succession Planning, Talent Management, Performance Management, Employee Relations, Onboarding, Organizational..., Human Resources, Talent Acquisition, Workforce Planning, Recruiting, Personnel Management, Leadership, HR Policies, College Recruiting, Job Analysis, Strategic HR, Compensation & Benefit, Employee Engagement, Applicant Tracking..., Benefits Administration, Program Management, HR Consulting, Interviews, PeopleSoft, Change Management, Deferred Compensation, Temporary Placement, HRIS, Employee Benefits, Organizational Design, Employer Branding, Organizational..., New Hire Orientations, Management, Compensation, Leadership Development, Conflict Resolution, Employee Training, Training, Process Improvement, Sourcing
Education
Chapman University 2010 — 2010
Best Practices Program Certificate, Organizational Development
University of California, Los Angeles 1990 — 1995
BA, English
Montgomery & Co., LLC Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
GRP Partners April 2003 - April 2006
babystyle May 1998 - June 2003
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette July 1992 - January 2001
Morgan Stanley August 1988 - July 1990
Skills
Venture Capital, Start-ups, Private Equity, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Management, Corporate Finance, Corporate Development, Banking, Restructuring, Valuation, Financial Modeling, Due Diligence
Education
Harvard Business School 1990 — 1992
M.B.A.
Princeton University 1984 — 1988
A.B.
University of Toronto Schools 1978 — 1984
San Pablo Economic Development Corporation September 2012 - Present
The Heroic Imagination Project November 2010 - Present
Independent Consultant July 2010 - Present
Nygren Consulting January 2008 - July 2010
Montgomery & Co., LLC 2005 - 2007
KLKingsley, LLC 2000 - 2005
Kaiser Permanente 1995 - 2000
Education
California State University-Chico
Bachelor of Arts, International Relations (magna cum laude), French (cum laude)
Universite catholique de Louvain-la-Neuve
Master's, International Relations
B. Riley & Co. May 2013 - Present
Montgomery & Co., LLC March 2005 - April 2013
PeopleSoft 2001 - 2003
CSC 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Venture Capital, Mergers, Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investments, Corporate Development, LBO, Start-ups
Education
University of California, Irvine
B.S., Biological Sciences
Sunny Hills
Palomar Ventures January 2011 - August 2012
Palomar Ventures August 2009 - December 2010
Northwestern University June 2007 - August 2008
Montgomery & Co., LLC June 2005 - August 2005
Palomar Ventures June 2004 - August 2004
Skills
Venture Capital, Social Media, Due Diligence, Start-ups, Strategy
Education
Northwestern University - Kellogg School of Management 2012 — 2014
MBA, Real Estate
University of California, Los Angeles 2008 — 2009
MA, Quantitative Psychology
Northwestern University 2003 — 2007
BA, Economics, Psychology
Brentwood School 1999 — 2003
Houlihan Lokey 2014 - Present
ArchPoint Partners June 2008 - 2014
Montgomery & Co., LLC May 2004 - June 2008
JPMorgan August 1997 - May 2004
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA, Finance & Accounting
University of Florida 1987 — 1991
Bachelor of Science Business Administration, Finance
Conifer Securities February 2008 - December 2009
Montgomery & Co., LLC May 2005 - December 2007
Schwab Soundview Capital Markets January 2001 - December 2004
Epoch Investment Partners 2000 - 2001
Charles Schwab 1996 - 2000
Skills
Capital Markets, Trading, Series 7, Equities, Securities, Series 63, Series 24, Middle Office, Back Office
Education
Pepperdine University 1994 — 1996
MBA
University of California, Los Angeles 1988 — 1992
BA, Business Economics
Torque Therapeutics September 2015 - Present
TAG Healthcare Advisors August 2014 - August 2015
GCA Savvian May 2012 - August 2015
Sagent Advisors February 2011 - February 2012
Montgomery, Marshall Healthcare Partners July 2008 - January 2011
Montgomery & Co., LLC May 2003 - June 2008
JPMorgan January 2001 - May 2003
Immulogic Pharmaceuticals 1990 - 1993
Skills
Investment Banking, Venture Capital, Mergers & Acquisitions, Private Placements, Financial Advisory
Education
The University of Chicago - Booth School of Business
MBA, Finance, Strategy, Entrepreneurship
University of California, San Francisco
PhD, Pharmaceutical Chemistry
Washington University in St. Louis
AB, Biology
Global Gaming Asset Management 2011 - Present
Cantor Fitzgerald 2009 - Present
Global Leisure Partners 2008 - 2009
Credit Suisse 2006 - 2008
CIBC World Markets 2005 - 2006
Montgomery & Co., LLC 2004 - 2005
Gleacher Partners 1996 - 2003
Skills
Private Equity, Investment Banking, Investments, Private Placements, Corporate Development, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers, Due Diligence, Series 7, Debt, Hedge Funds, Asset Managment, Equity Research, Series 63, Venture Capital, Capital Raising
Education
Harvard University 1992 — 1996
BA, Economics
Milton Academy 1989 — 1992
The Buckley School 1979 — 1989
Tableau Software August 2014 - Present
Market Leader Inc. February 2014 - June 2014
CAVA Marketing August 2013 - February 2014
Montgomery & Co., LLC July 2012 - April 2013
Mesa West Capital October 2010 - July 2012
International Bridge, Tunnel and Turnpike Association July 2010 - September 2010
Tech Coast Angels February 2010 - May 2010
Blakeley & Blakeley LLP September 2007 - December 2008
Skills
Event Planning, Salesforce.com, PowerPoint, Social Media, Event Management, InDesign, Photoshop, Microsoft Word, Marketing, Microsoft Excel, WordPress, Press Releases, Email Marketing, Marketing Strategy, Outlook, Illustrator, iContact, Microsoft Office, Eloqua, Expression Engine, Management, Advertising, Facebook
Education
Chapman University 2006 — 2010
BA, Communications and Political Science
Jones Day January 2013 - Present
Green Leaf Academy November 2012 - Present
Montgomery & Co., LLC 2011 - November 2012
Morgan Stanley 2009 - 2011
Morgan Stanley 2008 - 2008
Schulte Roth & Zabel 2007 - 2007
Mattel 2006 - 2006
Education
Columbia University in the City of New York
BA
Campbell Hall
IBM March 2015 - Present
IBM April 2014 - March 2015
IBM September 2013 - April 2014
Tuck School of Business at Dartmouth College March 2013 - June 2013
Office of Institutional Diversity & Equity June 2011 - June 2013
Animoto June 2012 - August 2012
Montgomery & Co., LLC January 2012 - March 2012
Bellwether Education Partners January 2012 - March 2012
Dartmouth College Education Department 2009 - 2011
World Partners in Education June 2010 - August 2010
Skills
Stata, Quantitative Analytics, Qualitative Research, Qualtrics, Capital IQ, Branding & Identity, Marketing Strategy, Social Media Marketing, Community Outreach
Education
Dartmouth College 2009 — 2013
Bachelor’s Degree
Harvard Business School 2012 — 2012
Summer Venture in Management Program
Arabic Language Institute in Fez (ALIF) 2011 — 2011
Study Abroad Program
Homewood Flossmoor High School