Montgomery & Co., LLC

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Montgomery & Co., LLC Employees

Employee
Years
Job
Industry
Heidi Fong, PHR Heidi Fong, PHR San Francisco Bay Area Details
Heidi Fong, PHR's Montgomery & Co., LLC Experience January 2011 - April 2013
Job Senior Talent Acquisition Manager
Industry Investment Management
Experience
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

John Gushman John Gushman San Francisco, California Details
John Gushman's Montgomery & Co., LLC Experience October 2008 - July 2010
Job Associate, Healthcare Investment Banking
Industry Investment Banking
Experience
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

Jennifer Yen Jennifer Yen San Francisco Bay Area Details
Jennifer Yen's Montgomery & Co., LLC Experience June 2010 - June 2012
Job Global Services Operations at Zuora
Industry Marketing and Advertising
Experience
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

Milissa Pitel Milissa Pitel Atlanta, Georgia Details
Milissa Pitel's Montgomery & Co., LLC Experience 2005 - 2006
Job Pursuing Master's in Interior Design at Brenau University
Industry Design
Experience
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

Patrick Khang Patrick Khang Greater Los Angeles Area Details
Patrick Khang's Montgomery & Co., LLC Experience June 2012 - August 2012
Job Investment Banking Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Hannah B Niman Hannah B Niman Greater Los Angeles Area Details
Hannah B Niman's Montgomery & Co., LLC Experience April 2012 - April 2013
Job Accounting & Finance Professional
Industry Accounting
Experience
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

Brian Ouyang Brian Ouyang Greater Los Angeles Area Details
Brian Ouyang's Montgomery & Co., LLC Experience May 2010 - September 2011
Job MBA Candidate at UCLA Anderson School of Management
Industry Management Consulting
Experience
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

Jason Bhargava Jason Bhargava New York, New York Details
Jason Bhargava's Montgomery & Co., LLC Experience July 2012 - March 2013
Job Sr. Manager of Corporate Development at MediaMath
Industry Marketing and Advertising
Experience
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

David Parrot David Parrot Mill Valley, California Details
David Parrot's Montgomery & Co., LLC Experience June 2009 - June 2010
Job Managing Director Life Sciences Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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

Lizzy Lear Lizzy Lear San Francisco, California Details
Lizzy Lear's Montgomery & Co., LLC Experience October 2010 - May 2011
Job Global Head of Office Experience and Administration at AdRoll
Industry Marketing and Advertising
Experience
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

Svetlana Kiric Svetlana Kiric Greater Los Angeles Area Details
Svetlana Kiric's Montgomery & Co., LLC Experience August 2008 - August 2009
Job Executive Assistant at B. Riley & Co.
Industry Investment Banking
Experience
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

Sarah Tyler Sarah Tyler San Francisco, California Details
Sarah Tyler's Montgomery & Co., LLC Experience December 2012 - April 2013
Job Assistant, Production Engineering at Facebook
Industry Public Relations and Communications
Experience
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

Neil Hartz Neil Hartz San Francisco, California Details
Neil Hartz's Montgomery & Co., LLC Experience August 2007 - October 2009
Job Product Manager, Business Model Strategy at Adobe
Industry Computer Software
Experience
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

Beth Aldrich Beth Aldrich Greater Los Angeles Area Details
Beth Aldrich's Montgomery & Co., LLC Experience August 2010 - April 2013
Job Executive Assistant and Office Manager at Brandow & Johnston, Inc. Structural & Civil Engineers
Industry Financial Services
Experience
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

Clayton Holz Clayton Holz San Francisco Bay Area Details
Clayton Holz's Montgomery & Co., LLC Experience June 2010 - August 2010
Job Learning by Doing
Industry Internet
Experience
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

Greg Dietrick Greg Dietrick San Francisco Bay Area Details
Greg Dietrick's Montgomery & Co., LLC Experience January 2012 - April 2013
Job Director, Technology and Venture Capital Lending at City National Bank
Industry Venture Capital & Private Equity
Experience
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

Austin Yount Austin Yount Menlo Park, California Details
Austin Yount's Montgomery & Co., LLC Experience January 2012 - June 2014
Job Business Development at ENJOY Inc.
Industry Internet
Experience
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

Dmitri Ponomarev Dmitri Ponomarev Greater Los Angeles Area Details
Dmitri Ponomarev's Montgomery & Co., LLC Experience September 1996 - February 1998
Job
Industry Internet
Experience
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

Danielle Stubrud Danielle Stubrud San Francisco, California Details
Danielle Stubrud's Montgomery & Co., LLC Experience 2012 - 2013
Job Executive Assistant and Office Manager at Signal Hill Capital
Industry Investment Banking
Experience
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

Daniel Darling Daniel Darling San Francisco, California Details
Daniel Darling's Montgomery & Co., LLC Experience February 2011 - April 2011
Job Managing Director at Darling Ventures
Industry Venture Capital & Private Equity
Experience
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

Tonya McKnight Tonya McKnight Tampa/St. Petersburg, Florida Area Details
Tonya McKnight's Montgomery & Co., LLC Experience September 2004 - November 2005
Job Team Lead / Senior Project Manager
Industry Construction
Experience
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

Abe Fadel Abe Fadel Greater Detroit Area Details
Abe Fadel's Montgomery & Co., LLC Experience August 2012 - July 2013
Job Investment Banking Analyst at Quarton Partners LLC
Industry Financial Services
Experience
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

Myles Mumford Myles Mumford Los Angeles, California Details
Myles Mumford's Montgomery & Co., LLC Experience March 2008 - September 2011
Job Director, Corporate Development at true[x]
Industry Internet
Experience
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

Lydia Rudnick Lydia Rudnick Santa Barbara, California Area Details
Lydia Rudnick's Montgomery & Co., LLC Experience June 2011 - August 2011
Job Masters of Environmental Science and Management Candidate
Industry Environmental Services
Experience
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 Chad Riddersen Greater Los Angeles Area Details
Chad Riddersen's Montgomery & Co., LLC Experience September 2010 - July 2012
Job Digital Marketing Consultant / Growth Hacker
Industry Marketing and Advertising
Experience
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

Chris Penka Chris Penka Greater Los Angeles Area Details
Chris Penka's Montgomery & Co., LLC Experience August 2008 - August 2009
Job MBA Candidate at UCLA Anderson School of Management
Industry Financial Services
Experience
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

Yesenia Valadez Yesenia Valadez Chicago, Illinois Details
Yesenia Valadez's Montgomery & Co., LLC Experience January 2013 - March 2013
Job Operations Supervisor at McMasterCarr
Industry Logistics and Supply Chain
Experience
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

Akshay Bhatia Akshay Bhatia San Francisco, California Details
Akshay Bhatia's Montgomery & Co., LLC Experience June 2006 - August 2006
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Hyun Koo Hyun Koo Greater New York City Area Details
Hyun Koo's Montgomery & Co., LLC Experience July 2012 - October 2013
Job Associate at Allen & Company
Industry Investment Banking
Experience
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

Jason Yip Jason Yip San Francisco, California Details
Jason Yip's Montgomery & Co., LLC Experience August 2008 - December 2011
Job
Industry Investment Banking
Experience
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

Madeline Hwang Madeline Hwang Las Vegas, Nevada Details
Madeline Hwang's Montgomery & Co., LLC Experience 2005 - 2008
Job Senior Director, Business Development, Special Projects and Strategy at HealthCare Partners Nevada
Industry Venture Capital & Private Equity
Experience
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

Thomas Hung Thomas Hung Scottsdale, Arizona Details
Thomas Hung's Montgomery & Co., LLC Experience August 2005 - October 2007
Job Senior Vice President, Restaurant Finance at Citizens Bank
Industry Financial Services
Experience
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

Eric Wagner Eric Wagner San Francisco Bay Area Details
Eric Wagner's Montgomery & Co., LLC Experience September 2009 - April 2013
Job Managing Director at Signal Hill Capital
Industry Investment Banking
Experience
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

Ken Kapadia Ken Kapadia Greater Los Angeles Area Details
Ken Kapadia's Montgomery & Co., LLC Experience September 2004 - November 2005
Job Experienced Strategy, Finance, Investment Banking/M&A, and Private Equity Professional
Industry Financial Services
Experience
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

Lauren Wojcik Lauren Wojcik Austin, Texas Area Details
Lauren Wojcik's Montgomery & Co., LLC Experience April 2007 - July 2010
Job Medical Librarian at Seton Healthcare Family
Industry Libraries
Experience
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.

Matt Herold Matt Herold San Francisco Bay Area Details
Matt Herold's Montgomery & Co., LLC Experience May 2012 - May 2013
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
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

Nasser Khan Nasser Khan San Francisco Bay Area Details
Nasser Khan's Montgomery & Co., LLC Experience August 2007 - June 2009
Job Product Manager at Storm8
Industry Internet
Experience
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

Chris Hannan Chris Hannan San Francisco Bay Area Details
Chris Hannan's Montgomery & Co., LLC Experience 2005 - 2008
Job Partner, Director of TradingWR Hambrecht + Co.
Industry Financial Services
Experience
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

David Horn David Horn San Francisco Bay Area Details
David Horn's Montgomery & Co., LLC Experience May 2003 - May 2007
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
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

Kelly McCarthy Kelly McCarthy New York, New York Details
Kelly McCarthy's Montgomery & Co., LLC Experience June 2010 - August 2010
Job Equity Capital Markets at Barclays Investment Bank
Industry Financial Services
Experience
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

Bernice Gonzalez, SPHR, SCP Bernice Gonzalez, SPHR, SCP Orange County, California Area Details
Bernice Gonzalez, SPHR, SCP's Montgomery & Co., LLC Experience August 1997 - February 2003
Job Strategic HR Leader
Industry Human Resources
Experience
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

Michael McCartney Michael McCartney Greater Los Angeles Area Details
Michael McCartney's Montgomery & Co., LLC Experience Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
Job Managing Director, Private Equity at Montgomery & Co., LLC
Industry Venture Capital & Private Equity
Experience
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

Leslay Choy Leslay Choy San Francisco Bay Area Details
Leslay Choy's Montgomery & Co., LLC Experience 2005 - 2007
Job General Manager at San Pablo Economic Development Corporation
Industry Executive Office
Experience
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

Christopher Park Christopher Park Greater Los Angeles Area Details
Christopher Park's Montgomery & Co., LLC Experience March 2005 - April 2013
Job Director, Investment Banking Group at B. Riley & Co. Software & Technology
Industry Investment Banking
Experience
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

Bryn Davis Bryn Davis Greater Chicago Area Details
Bryn Davis's Montgomery & Co., LLC Experience June 2005 - August 2005
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
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

Rob Louv Rob Louv United States Details
Rob Louv's Montgomery & Co., LLC Experience May 2004 - June 2008
Job Managing Director & CoHead of Technology Group at Houlihan Lokey
Industry Investment Banking
Experience
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

Manisha Kendall Manisha Kendall Greater Denver Area Details
Manisha Kendall's Montgomery & Co., LLC Experience May 2005 - December 2007
Job Investment Management Professional
Industry Investment Management
Experience
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

Keith W Marshall Keith W Marshall Cambridge, Massachusetts Details
Keith W Marshall's Montgomery & Co., LLC Experience May 2003 - June 2008
Job Officer at Torque Therapeutics
Industry Biotechnology
Experience
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

Jonathan Rein Jonathan Rein Greater New York City Area Details
Jonathan Rein's Montgomery & Co., LLC Experience 2004 - 2005
Job Head of Business Development & Corporate Finance
Industry Financial Services
Experience
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

Courtney Long Courtney Long Greater Seattle Area Details
Courtney Long's Montgomery & Co., LLC Experience July 2012 - April 2013
Job Field Marketing Coordinator at Tableau Software
Industry Marketing and Advertising
Experience
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

Lauren Accordino (Shearer) Lauren Accordino (Shearer) Greater Los Angeles Area Details
Lauren Accordino (Shearer)'s Montgomery & Co., LLC Experience 2011 - November 2012
Job Business Restructuring & Reorganization
Industry Financial Services
Experience
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

Elise Smith Elise Smith New York, New York Details
Elise Smith's Montgomery & Co., LLC Experience January 2012 - March 2012
Job IBM Watson Group Worldwide Partner Manager
Industry Information Technology and Services
Experience
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