Pathway Capital Management
Industry: Company
DescriptionFounded: 1991 Subsidiaries: Pathway Capital Management (Hk) Limited, Pathway Capital Management (UK) LimitedFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPathway Capital ManagementWebsiteDirections Saved (0) Saved Save Financial institution in Providence, Rhode Island Address: 500 Exchange St, Providence, RI 02903 Phone: (401) 589-3400Place name: : : : Hours: Category: Website: : : : Website: http://www.pathwaycapital.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pathway Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Pathway Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pathway Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pathway Capital Management Employees
Western Shield Label Company July 2014 - Present
CalCPA January 2013 - December 2013
Pathway Capital Management August 2013 - October 2013
American Honda Motor Company, Inc. August 2012 - August 2013
Skills
Microsoft Office, Visio, Peachtree, Tax Software, SnagIt, Lotus Notes, Windows Vista, Windows 7, Social Media Measurement, Market Research, Video Conferencing, Microsoft Excel, PowerPoint, Time Management, Accounting, QuickBooks, Management, Microsoft Word, Customer Service, Public Speaking, Leadership, Budgets, Team Building, Access
Education
California State University-Long Beach 2012 — 2014
Bachelor's degree, Accountancy
Cypress College 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.8
Pathway Capital Management August 2013 - Present
Vaquero Capital November 2011 - July 2013
San Diego Padres March 2011 - September 2011
Octagon October 2008 - June 2010
University of California, San Francisco 2001 - 2005
Skills
PowerPoint, Excel, Word, Outlook, Stata, Matlab, Statistics, Microsoft Office, Financial Modeling, Research, Data Analysis, Financial Analysis, Economics, Valuation, Investment Banking, Investments, Private Equity, Venture Capital, Due Diligence, Bloomberg, Mergers & Acquisitions, Finance, Microsoft Excel, Microsoft Word
Education
University of California, San Diego
BS, BA, Management Science, Psychology
Lick-Wilmerding High School
Wilshire Associates September 2011 - Present
OC Walk to Remember 2005 - 2012
Pathway Capital Management February 1998 - December 2008
Junior League of Pasadena, Inc. August 1990 - May 2006
Los Angeles County Employees Retirement Association August 1991 - January 1998
Los Angeles County Treasurer Tax Collector June 1987 - July 1991
Skills
Business Development, Due Diligence, Financial Analysis, Investments, Management, Private Equity, Strategic Planning, Investor Relations, Equities, Nonprofits, CRM, Fixed Income, Investment Management, New Business Development, Real Estate
Education
Manual High School 1980 — 1983
East High School
University of Southern California
BA, Economics
Fieldstead and Company May 2015 - Present
Fieldstead and Company March 2014 - April 2015
Pathway Capital Management October 2013 - January 2014
Oregon State University September 2011 - June 2013
Skills
Event Planning, Research, Leadership, Social Networking, Social Media, Teamwork, Time Management, Microsoft Office, Customer Service, Microsoft Excel, Writing, Higher Education, Facebook, Management, PowerPoint, Microsoft Word, Organization &...
Education
UC Irvine, Extension 2014 — 2015
Human Resources Certificate, Human Resources Management/Personnel Administration, General, A
Oregon State University 2009 — 2013
Bachelor of Science (BS), Sociology, GPA 3.3
University of Sussex 2012 — 2012
English Language and Literature, General, B
Brea Olinda High School 2005 — 2009
GPA 3.53
Craig Realty Group December 2013 - Present
Sabey Corporation October 2012 - November 2013
Frazer, LLP October 2010 - August 2012
Pathway Capital Management February 2010 - October 2010
Skills
Accounting, Financial Accounting, QuickBooks, US GAAP, Financial Statements, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, Financial Reporting, Budgets, General Ledger, Internal Controls, Microsoft Office, Microsoft Word
Education
California State University-Fullerton - College of Business and Economics 2005 — 2010
B.A., Accounting
Pathway Capital Management January 2015 - July 2015
PwC June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Accounting, PowerPoint, Account Reconciliation, Microsoft Word, Finance, QuickBooks, Teamwork, Invoicing, Bank Reconciliation, Analytics, MS Excel Pivot Tables, Income Tax, Chinese Culture, Time Management, Research, Financial Statements, Event Planning, Auditing
Education
University of Southern California 2015 — 2016
Master of Business Taxation, Taxation
University of California, Irvine 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration; Specializing in Accounting, GPA 3.84
Pathway Capital Management April 2015 - Present
EY July 2013 - March 2015
EY June 2012 - August 2012
Federal Reserve Board of Governors January 2012 - June 2012
Cornell University January 2011 - May 2011
California State Senate May 2010 - August 2010
Skills
Nonprofits, Research, Microsoft Excel, Economics, Community Outreach, Public Speaking, Stata, Social Media, Management, Social Media Marketing, PowerPoint, Microsoft Office, Excel, Outlook, Blogging, Qualitative Research, Advertising, Data Analysis, Spanish, Microsoft Word, SPSS, Leadership, Event Planning, Strategic Consulting, Management Consulting, Finance
Education
Cornell University 2009 — 2013
Bachelor of Science, Policy Analysis and Management - College of Human Ecology
Newport Harbor High School 2005 — 2009
Edwards Lifesciences July 2014 - Present
Edwards Lifesciences July 2012 - June 2014
Pathway Capital Management May 2011 - April 2012
Law offices of Higbee and Associates December 2010 - March 2011
Skills
JDE Enterprise One, Hyperion HFM, Microsoft Office, Midas, Finance, Analysis, Financial Analysis, Forecasting, Data Analysis, Financial Reporting, Business Valuation, Accounting, Microsoft Excel, Cost Accounting, Financial Modeling, Investments, Due Diligence, PowerPoint, Market Research, Research, Management, Strategic Financial..., Access, Research Analysis, Variance Analysis, JD Edwards, FX trading, FX Hedging, FX Derivatives, Bloomberg Terminal, QlikView
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Bachelor of Science, Business Administration
Orange Coast College 2008 — 2010
Associate of Arts (AA), Liberal Arts
Holthouse Carlin & Van Trigt LLP December 2014 - Present
Nigro Karlin Segal & Feldstein, LLP August 2012 - November 2014
Pathway Capital Management February 2011 - May 2012
Ellen H. Friestad CPA August 2010 - February 2011
Skills
Financial Accounting, Auditing, Accounting, Financial Analysis, Financial Reporting, Financial Statements
Education
Chapman University 2008 — 2012
B.A., Accounting
University of Virginia 2009 — 2009
Semester at Sea
Bolar Hirsch & Jennings LLP January 2015 - Present
Pathway Capital Management May 2014 - October 2014
ELLS CPAs & Business Advisors January 2014 - April 2014
CRU Real Estate Group October 2013 - January 2014
Skills
Accounting, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Access, Customer Service, Accounts Payable, Tax Preparation, Bookkeeping, Time Management, Financial Reporting, Accounts Receivable, Mandarin, Finance, English, Payroll, Team Management, Leadership, ProSystem fx Tax
Education
California State University-Fullerton 2012 — 2014
Saddleback College 2010 — 2012
Associate's degree, Accounting and Business/Management
Beijing Union University 2007 — 2008
Certificate, Chinese Language and Literature
Goldman Sachs June 2015 - Present
Deloitte June 2014 - August 2014
Broadcom January 2014 - June 2014
Pathway Capital Management July 2013 - December 2013
UC Irvine - Department of Economics December 2011 - July 2013
Skills
Quantitative Research, Financial Accounting, Investments, Microsoft Excel, Statistical Data..., Statistical Modeling, Quantitative Analytics, Quantitative Finance, Public Speaking, Business Development, Entrepreneurship, Relational Databases, Management, Data Cleaning, R, Valuation
Education
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
National Taiwan Normal University 2012 — 2012
Mandarin
Arcadia High School 2007 — 2011
Blonde Velveteen September 2014 - Present
Wardrobe Therapy January 2015 - July 2015
Resource November 2013 - January 2015
L*Space Swimwear May 2014 - July 2014
L*Space Swimwear September 2012 - August 2013
Tartan & Sequins January 2012 - March 2013
Mode-Moderne Journal May 2012 - August 2012
Pathway Capital Management October 2010 - August 2012
Orbitz Worldwide September 2007 - June 2010
Deloitte & Touche September 2006 - September 2007
Skills
Social Media, Social Media Marketing, Digital Marketing, Copywriting, Fashion, Blogging, Styling, Online Marketing, Social Media..., Social Media Outreach, Marketing Management, Creative Direction, Creative Writing, Apparel, Public Relations, Copy Editing, Brand Development, Brand Management, Brand Implementation, Art Direction, Relationship Management, Swimwear, Content Management, Content Strategy, Web Content, Instagram, Pinterest, E-commerce, Event Planning, Social media marketing
Education
Miami University 2002 — 2006
Bachelors of Science, Emphasis: Accountancy and Marketing
Pathway Capital Management October 2014 - Present
WD, a Western Digital company May 2014 - September 2014
McGladrey July 2014 - July 2014
Skills
PowerPoint, Microsoft Excel, Research, Windows, French Cuisine, Finance, Financial Analysis, Microsoft Office, Quality Assurance, Visio, Outlook, French, Financial Modeling, Equity Research, Investments, Corporate Finance, Private Equity, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, HTML, English, Data Analysis
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, Finance, 3.80
University of California, Irvine 2011 — 2015
Bachelor of Arts (B.A.) - Cum Laude, Economics, 3.80
Institut d'Etudes politiques de Paris / Sciences Po Paris 2013 — 2014
Economics & Business, GPA: 3.95
Pathway Capital Management September 2004 - Present
USC Shoah Foundation Institute April 1994 - June 2008
Web Crossing February 1991 - August 2004
Skills
Video Effects, Screenwriting, Boy Scouts, Novels, iPhone Application..., Private Equity, Rockets, Rock Climbing, Scuba Diving, 4D, Final Cut Pro, iMovie, Video Production, Video Editing, Videography, Digital Video, Web Development, Web Design, SQL, Lisp, C++, Cray, Mac OS, Linux, Software Engineering, Dad, Programming Languages, Objective-C, Database Design, Database Administration, JavaScript, Java, Website Development, Lego's
Education
Orange Coast College 2001 — 2004
None, Video Production, A
Cal Poly Pomona 1980 — 1987
Bachelor of Science (B.S.), Computer Science
Deloitte Consulting LLP June 2015 - August 2015
Career Center, UC Irvine October 2014 - June 2015
Experian June 2014 - September 2014
Pathway Capital Management February 2014 - June 2014
Career Center, UC Irvine September 2013 - June 2014
Telephone Outreach Program, UC Irvine October 2012 - January 2014
Yesgain September 2012 - March 2013
Radix Learning Summer Program June 2012 - July 2012
Insane Ink August 2011 - June 2012
Skills
Leadership, Marketing, Social Media, Sales, Communication, Training, Community Outreach, Photoshop, Recruiting, Teaching, Analysis, Interviews, Start-ups, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
University of California, Irvine 2012 — 2016
Bachelor's Degree, Bachelors of Arts in Business Administration
Piedmont Hills High School 2008 — 2012
High School
Devon Energy February 2015 - Present
Devon Energy January 2014 - February 2015
Devon Energy July 2012 - January 2014
Johnson Controls 2010 - 2013
Chesapeake Energy 2008 - 2010
Pathway Capital Management August 2005 - June 2008
Skills
Management, Oil, Petroleum, Energy, Gas, Accounts Payable, Analysis, Customer Service, Natural Gas, Pipelines, Onshore, Energy Industry, Supervisory Skills, Contract Management, Project Engineering
Education
Oklahoma City University 2015 — 2017
Bachelor of Business Administration (B.B.A.)
Oklahoma City Community College 2012 — 2015
Associate's degree, Business Administration and Management, General
Pathway Capital Management September 2015 - Present
Goldman Sachs May 2015 - August 2015
Mihaylo College Tutoring Center January 2015 - May 2015
Applied Security Analysis Program May 2014 - May 2015
Deloitte June 2014 - June 2014
Skills
Marketing, Management, Teamwork, Microsoft Office, Entrepreneurship, Leadership, Time Management, Public Speaking, Communication, Investments, Finance, Financial Analysis, Portfolio Management, Equity Research, Valuation, Research
Education
California State University-Fullerton 2012 — 2016
Bachelor's Degree, Business Administration, Finance, 3.97
Valencia High School 2009 — 2012
High School, 4.40
PAAMCO July 2014 - Present
PAAMCO February 2014 - June 2014
Pathway Capital Management September 2013 - February 2014
JPMorgan Chase June 2013 - August 2013
Prudential Financial May 2012 - June 2013
Orange County Projector Rentals June 2011 - September 2012
Shanghai Pudong Development Bank June 2010 - August 2010
Skills
Marketing, Data Analysis, Customer Service, Microsoft Office, Microsoft Excel, Time Management, Analysis, PowerPoint, Outlook, Teamwork, Salesforce.com, Leadership, SPSS, Marketing Research, Recruiting, Market Research, Account Management, Customer Relations, Event Planning
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Bear River High School 2006 — 2010
Quixey October 2014 - Present
Wize Commerce (formerly Nextag) June 2014 - October 2014
Wize Commerce (formerly Nextag) July 2012 - October 2014
Visa July 2011 - July 2012
Goldman Sachs July 2010 - June 2011
Pathway Capital Management December 2008 - November 2009
Johnson & Johnson February 2008 - August 2008
Harvey & Company LLC October 2007 - January 2008
Merrill Lynch June 2007 - September 2007
Forval International June 2007 - September 2007
Skills
Forecasting, Financial Modeling, Business Strategy, Financial Analysis, Mergers & Acquisitions, Strategy, Due Diligence, Corporate Finance, Analytics, Microsoft Excel, Microsoft Office, Bloomberg, Valuation, Investment Banking, Financial Reporting, Market Research, Private Equity, Business Analysis, Finance, PowerPoint, Research, Business Planning, Competitive Analysis, Essbase, Retail, Consumer Products, Payments, Capital IQ, Hyperion, Cognos, Hyperion Enterprise, Hyperion Planning, Excel, Bloomberg Terminal, Business Valuation, Photoshop, Corporate FP&A, Smartview, Process Improvement, Facebook, Business Process..., New Business Development, Entrepreneurship, E-commerce, Search Advertising, Photography, Written & Oral..., Comparison Shopping..., Comparison Shopping, Online Advertising
Education
University of California, Irvine 2006 — 2009
B.A.
Investment Banking Institute 2008 — 2008
CFA Institute 2008 — 2008
CFA Level I Candidate (December 2008)
Pathway Capital Management March 2015 - Present
StudioPMG August 2013 - December 2014
Stanbridge College April 2010 - July 2013
Unlimited Innovations January 2010 - April 2010
Centurion Real-Estate January 2007 - January 2010
NovaStar Mortgage March 2003 - December 2006
Skills
Disaster Recovery, Cisco Technologies, System Administration, Project Management, A+ Certified, Active Directory, Network Administration, Servers, Computer Hardware, SharePoint, Norton Ghost, Network+, Windows 7 Configuring..., Server 2008 Network..., Client Support, Troubleshooting, Remote Troubleshooting, Networking, Network Architecture, Network Design, Network Security, Clien Support, Smartboard, Wireless Networking, Wireless Security, Hardware Diagnostics, Hardware Installation, IT Hardware Support, Dell Computers, Dell PowerEdge Servers, Dell OpenManage, Dell Workstations, Microsoft Exchange, Backup Exec, Windows 7, Customer Support, Help Desk Support, Firewalls, Cisco Routers, Microsoft Certified..., Windows Server, DNS, CompTIA A+ Certification, Technical Support, VMware, Server Administration, Antivirus, Computer Repair, Windows Vista, DHCP
Education
Stanbridge College 2012 — 2014
Bachelor of Science (BS), Information Technology
Stanbridge College 2009 — 2011
Associate's degree, Information Technology
Pathway Capital Management September 2015 - Present
Student Managed Investment Fund at UC Irvine February 2015 - Present
Irvine Company June 2015 - August 2015
Starbucks May 2014 - August 2015
Bank of the West July 2013 - October 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Management, Leadership, Cash Handling, Customer Service, Public Speaking, Research, 10 Key, Photoshop, Lightroom, Time Management, Equity Research, Sales
Education
University of California, Irvine 2014 — 2016
Bachelor's Degree, Business Administration, Triple Emphasis in Finance, Marketing and Accounting, 3.916
Great Oak High School 2008 — 2012
State Farm Insurance July 2014 - Present
Dan Marsh, Agent State Farm Insurance January 2005 - August 2014
State Farm Insurance June 2003 - August 2003
Pathway Capital Management September 2002 - May 2003
Skills
Sales Management, Customer Service, Market Planning, Team Building, Payroll, Conflict Resolution, Microsoft Office, Insurance, Hiring, Public Speaking, Customer Relations, Excel, Budgeting, Problem Solving, Word, Strategic Planning, Planning, Account Management, Outlook, Cold Calling, Customer Satisfaction, Business Planning, Teamwork, Promotions, Profit, New Business Development, Microsoft Excel, Sales, Recruiting, Social Networking, Microsoft Word, Project Planning, Management, Budgets, Time Management, Training, Sales Operations, Leadership, Salesforce.com, Direct Sales, Umbrella Insurance, Analysis, Life Insurance, Coaching, Marketing, Commercial Insurance, Homeowners, Term Life Insurance, Property & Casualty..., Team Leadership
Education
Concordia University Irvine 2002 — 2005
Bachelors, Business Administration
KPMG US August 2014 - Present
KPMG US June 2013 - August 2013
Pathway Capital Management February 2012 - October 2012
Skills
Accounting, Financial Analysis, QuickBooks, Auditing, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Access, Outlook, Microsoft Office, Customer Service, Time Management, Teamwork, CPA
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (BS), Accounting
Oceanside High School 2004 — 2008
PwC July 2013 - Present
Pathway Capital Management December 2012 - June 2013
PwC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Financial Analysis, Financial Reporting, Finance, Alternative Investments, Investments, Private Equity, Auditing, Tax, Financial Accounting, Partnership Taxation, Accounting, Partnerships, GoSystems
Education
University of California, Irvine 2010 — 2013
B.A. Business Economics
University of California, Irvine 2010 — 2013
Bachelor of Business Administration, Accounting
Pathway Capital Management July 2012 - January 2013
Harvey & Company LLC July 2012 - August 2012
Student Managed Investment Fund at UC Irvine May 2012 - July 2012
AXA Advisors, LLC April 2012 - June 2012
Care West Insurance Risk Management June 2009 - September 2010
Fountain Valley Regional Hospital July 2009 - March 2010
Bridges Club September 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Mac OS X, Outlook, Adobe Acrobat, Financial Analysis
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Economics
Newport Harbor High School 2006 — 2010
High School Diploma
UCSF March 2015 - Present
EY October 2013 - March 2015
UC Irvine May 2010 - June 2013
McGladrey July 2012 - September 2012
Pathway Capital Management April 2011 - July 2012
AT&T March 2010 - May 2010
Skills
Microsoft Word, Microsoft Excel, Tax, Account Reconciliation, Auditing, Public Speaking, Accounting, Event Planning, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Tax Returns
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Economics, Accounting
VLP Law Group LLP June 2012 - Present
Pathway Capital Management 2001 - 2002
Brobeck, Phleger & Harrison 2000 - 2001
Cooley LLP 1997 - 2000
PwC 1996 - 1997
Skills
Corporate Law, General Corporate..., Business Transactions
Education
UCLA School of Law 1993 — 1996
Juris Doctor, Law
UCLA
Bachelor of Arts (B.A.), Business Economics
Hunter College November 2012 - Present
SUNY Levin Institute May 2008 - November 2012
Babson College September 2006 - May 2008
Pathway Capital Management September 2004 - September 2006
Pawtucket Red Sox May 2002 - September 2004
Skills
Management, Program Management, Non-profits, Public Speaking, Coaching, Marketing, Research, Leadership Development, Entrepreneurship
Education
City University of New York-Baruch College 2009 — 2012
MSEd, Higher Education Administration
Bryant University 2006 — 2008
Executive Education, Human Resources
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Science, Sport Management
Armanino LLP August 2015 - Present
White Nelson Diehl Evans LLP January 2014 - July 2015
California State University, Fullerton April 2012 - December 2013
Pathway Capital Management April 2013 - October 2013
Student Leadership of California State University, Fullerton August 2012 - May 2013
Student Leadership Institute of California State University, Fullerton October 2011 - May 2012
Internal Revenue Service January 2012 - April 2012
Fullerton College September 2009 - March 2010
Skills
Income Tax, Lacerte, ProSystem fx Engagement, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Customer Service, PowerPoint, Teamwork, Time Management, Budgets, Team Leadership, Event Planning, Financial Reporting, Telemarketing, Outlook, Public Speaking, BNA Tax Planning, Fixed Assets Solution
Education
CSU Fullerton 2011 — 2013
Bachelor of Arts in Business Administration, Accounting, 3.46
Fullerton College 2009 — 2011
A.A., Business Administration
Spokane Community College 2008 — 2009
Business Administration
Alpha Gamma Delta August 2015 - Present
Shopoff Realty Investments October 2013 - August 2015
Pathway Capital Management October 2012 - October 2013
ShanesWay December 2009 - October 2012
Skills
Event Planning, Fundraising, Time Management, Microsoft Office, Nonprofits, Team Leadership, Community Outreach, Event Management, Data Entry, Sales, Conflict Resolution, Customer Service, Social Networking, Public Speaking, Politics, Volunteer Management, Team Building, Social Media, Social Media Marketing, Vendor Relations, Organization, Networking, Salesforce.com..., Non-profits, Organizational..., Volunteer Training, Conflict Management, Corporate Communications, Leadership, Corporate Events
Education
Universitat Jaume I 2011 — 2013
Master's degree, Conflict Resolution and Development
Sonoma State University 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
UC Irvine Student Managed Investment Fund June 2012 - Present
TIS 2013 - 2013
Pathway Capital Management June 2012 - September 2012
UC Irvine Student Managed Investment Fund Team June 2011 - June 2012
Vietnamese Student Association of UC Irvine June 2011 - June 2012
BofA Merrill Lynch April 2011 - October 2011
Marcus & Millichap January 2011 - March 2011
Skills
Bloomberg Terminal, Fundraising, Microsoft Word, PowerPoint, Microsoft Excel, Macroeconomic Analysis, Written & Oral..., Investments, Leadership, Bloomberg, Public Speaking, Economics, Management, Microsoft Office, Data Analysis, Financial Analysis, Research, Forecasting, Social Media, Analysis, Finance, Macroeconomics
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, 3.7
Fountain Valley High School 2005 — 2009
EY August 2015 - Present
EY June 2014 - August 2014
Pathway Capital Management August 2013 - November 2013
First Team Real Estate October 2011 - August 2012
Sport Chalet November 2009 - October 2011
Skills
Leadership, Time Management, Microsoft Excel, Customer Service, Data Entry, Teamwork, Tax Returns, Microsoft Word, PowerPoint, Organization, Sales, Finance, Accounting, Microsoft Office
Education
California State University-Fullerton 2010 — 2015
Bachelor’s Degree, Accounting - Finance, Magna Cum Laude
Aix-Marseille University 2013 — 2013
Business European Study Tour
Pathway Capital Management November 2012 - Present
Babson College Endowment February 2010 - Present
Pathway Capital Management August 2011 - November 2012
Pension Reserves Investment Managment Board March 2000 - August 2011
Liberty Mutual Group December 1996 - February 2000
Skills
Private Equity, Venture Capital, Due Diligence, Valuation, Start-ups, Investments, Corporate Development, Investment Strategies, Alternative Investments, Hedge Funds, Asset Management, Finance, Mergers & Acquisitions, Portfolio Management, Fixed Income, Strategy
Education
F.W. Olin Graduate School of Business 1999 — 2003
03, MBA
Assumption College 1990 — 1994
BA, Management
Pathway Capital Management 2010 - Present
Law Office of Caldwell, Kennedy & Porter June 2005 - October 2010
California State Polytechnic University September 2005 - March 2007
John's Incredible Pizza, Inc March 2002 - August 2005
Skills
Microsoft Excel, Team Leadership
Education
California State Polytechnic University-Pomona 2005 — 2007
Bachelor of Science, Business Administration; Finance, Real Estate, Law
Victor Valley Community College 2002 — 2004
Associates of Science, Business Administration
Pathway Capital Management October 2012 - May 2014
Accretive Investments, Inc. February 2011 - August 2012
BDO USA, LLP September 2008 - January 2011
San Diego State University August 2007 - May 2008
San Diego State University August 2007 - May 2008
Advisor Media May 2007 - May 2007
Imporium Angels Network May 2006 - August 2006
Nuskin Enterprises January 2001 - March 2003
Skills
Financial Accounting, IFRS, Sarbanes-Oxley Act, Financial Services, Valuation, Revenue Recognition, Internal Audit, CPA, Accounting, US GAAP, Financial Reporting, GAAP
Education
San Diego State University-California State University 2007 — 2008
Certificate, Accountancy
San Diego State University-California State University 2005 — 2007
MBA, Finance
National Sun Yat-Sen University
Bachelor, Business Management
Oakley June 2014 - Present
KPMG July 2011 - June 2014
Pathway Capital Management August 2010 - May 2011
Delta Sigma Pi June 2010 - December 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Financial Reporting, Microsoft Office, Mergers & Acquisitions, Accounting, Auditing, Business Valuation, Due Diligence, Corporate Finance, Financial Accounting, Economics, Business Analysis, Analytics, Business Analytics, Business Strategy, Strategic Finance
Education
University of California, Irvine 2009 — 2011
BA, Magna Cum Laude, Business Economics
Redondo Union High School 2003 — 2007
HS Diploma, GE
Analysis Group July 2014 - Present
Quantum International Corp. January 2013 - July 2013
DKSH January 2013 - June 2013
B. Riley & Co., LLC August 2012 - November 2012
Pathway Capital Management March 2012 - November 2012
Wantoto Software January 2011 - May 2011
Model United Nations September 2009 - May 2011
Skills
Financial Modeling, Bloomberg, Thomson One, Capital IQ, Financial Analysis, Business Strategy, Competitive Analysis, Excel, Strategic Consulting, Private Equity, Microsoft Excel, Research, Market Research, Valuation, Chinese, Thompson One
Education
Claremont McKenna College 2013 — 2014
MA, Finance
National Taiwan University 2008 — 2012
BBA, International Business
University of California, Irvine - The Paul Merage School of Business 2011 — 2012
Business Administration
Azusa Pacific University January 2014 - Present
Russ Reid Company January 2011 - January 2014
ACIRFA (a.ker.fa) August 2009 - October 2010
World Vision May 2007 - August 2009
World Vision International May 2007 - 2008
Morgan Davis (President of American International Insurance Company) September 2006 - May 2007
Pathway Capital Management June 2006 - September 2006
Skills
Fundraising, Public Speaking, Social Media, Marketing, Online Advertising, Digital Marketing, Event Management, Event Marketing, Social Networking, Nonprofits, Marketing Strategy, Entrepreneurship, Event Planning, Marketing Communications, Strategic Planning, Integrated Marketing, New Business Development, Leadership, Direct Marketing, Facebook, Online Marketing, Management, Newsletters, Press Releases
Education
Azusa Pacific University 2003 — 2007
Bachelor of Science, Finance
Oxford University 2005 — 2005
Amazon January 2015 - Present
Pathway Capital Management February 2013 - Present
KPMG Advisory 2011 - February 2013
DIRECTV February 2010 - August 2010
Outreach Services Companies May 2009 - September 2009
The University of Montana Office of the President August 2008 - May 2009
Skills
Financial Analysis, Valuation, Project Management, Microsoft Excel, Recruiting, Research, Customer Service, Leadership, Financial Modeling, Accounting, Talent Management, Financial Statement..., IT Audit, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Finance, Investments, Corporate Finance, Market Analysis, Cross-functional Team...
Education
The University of Montana 2007 — 2011
Finance, Finance and Management
The University of Montana - School of Business Administration 2007 — 2011
Finance, Finance and Management, Spanish Minor
Universidad de Murcia 2009 — 2009
Finance, Finance and Management
Pathway Capital Management June 2014 - Present
David Jin CPA PC June 2012 - June 2014
JPAK & Associates September 2011 - June 2012
Just Mortgage Inc September 2008 - October 2009
Skills
General Ledger, Tax Returns, CPA, Financial Analysis, QuickBooks, Accountants, Account Reconciliation, Peachtree, Forecasting, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting, Budgets, Microsoft Office, Microsoft Word, Outlook, Analysis, Customer Service, Risk Management, PowerPoint, Investments, Loans, Access, Depreciation, GAAP, Journal Entries, Financial Statements, Tax, Bookkeeping, Cost Accounting, Sales Tax, Monthly Close, US GAAP, Lacerte, Tax Accounting, Payroll, Payroll Taxes, Internal Controls, Tax Preparation, Consolidation, Personal Income Tax..., Tax Research, Partnership Taxation, Sales, Monthly Closing
Education
University of California, Riverside 2003 — 2008
Interdisciplinary Studies, Business Administration, Business
Experian July 2014 - Present
Experian August 2012 - July 2014
Broadcom January 2012 - July 2012
Undergraduate Finance Association March 2011 - July 2012
Pathway Capital Management June 2011 - November 2011
Merrill Lynch January 2011 - June 2011
UC Irvine Starbucks Coffee September 2010 - June 2011
Undergraduate Finance Association September 2010 - March 2011
Undergraduate Finance Association April 2009 - September 2010
Pleasant Valley High School Library August 2008 - June 2009
Education
University of California, Irvine 2009 — 2012
Bachelor of Arts, Economics
Colegio Jesus Eucaristia 2008 — 2009
Pleasant Valley High School 2004 — 2008
High School Diploma
Kaiser Permanente June 2014 - Present
Kaiser Permanente September 2013 - June 2014
Sessions LA August 2010 - January 2014
Kraco Enterprises, LLC March 2012 - April 2013
Pathway Capital Management January 2009 - June 2010
Banc of America Securities June 2007 - August 2007
Imperial Capital Bank September 2006 - June 2007
Skills
Valuation, Private Equity, Corporate Finance, Venture Capital, Investment Banking, Mergers & Acquisitions, Investments, Portfolio Management, Capital IQ, Analysis, Investment Management, Entrepreneurship, Management, Financial Modeling, Financial Analysis, Cash Flow, Bloomberg
Education
The University of Hong Kong 2007 — 2008
Business / Finance
University of California, Los Angeles 2003 — 2008
BA, Economics / International Area Studies
CircleUp September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Johnson & Johnson February 2012 - June 2013
Hotchkis and Wiley Capital Management June 2012 - August 2012
Pathway Capital Management October 2011 - February 2012
IDG-Accel Partners July 2011 - September 2011
UBS Financial Services March 2011 - June 2011
Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8
GE Aviation November 2013 - Present
Logic Consulting Group, LLC December 2012 - November 2013
GE Aviation September 2012 - December 2012
UC Irvine The Paul Merage School of Business May 2012 - December 2012
Pathway Capital Management January 2012 - August 2012
FunMobility July 2011 - October 2011
AXA Advisors March 2011 - June 2011
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Administration, Accounting
GAMCO Investors, Inc. June 2014 - Present
Tildenrow Partners, LP January 2014 - June 2014
Mont Pelerin Capital July 2011 - December 2012
Mont Pelerin Capital January 2011 - July 2011
Mont Pelerin Capital March 2008 - January 2011
Harvey and Company January 2008 - March 2008
Pathway Capital Management April 2007 - January 2008
Skills
Financial Modeling, Investments, Excel, Due Diligence, Financial Analysis, PowerPoint, Word, Microsoft Office, Valuation, Research, Hedge Funds
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.), Finance
California State University-Long Beach - College of Business Administration 2004 — 2008
BS Finance, Business Administration
LinkedIn May 2015 - Present
LinkedIn September 2014 - May 2015
HireRight January 2014 - August 2014
SCNO at UCI January 2013 - June 2014
UC Irvine May 2011 - June 2014
Broadcom January 2013 - December 2013
American Campus Communities June 2012 - June 2013
Pathway Capital Management June 2012 - January 2013
UC Irvine June 2011 - June 2012
Mu Pledge Class of Delta Sigma Pi - Pi Sigma Chapter April 2012 - May 2012
Skills
Public Speaking, Marketing, Leadership, Project Management, Microsoft Excel, Market Research, Customer Service, Analysis, Research, Event Planning, Recruiting, Community Outreach, Nonprofits, Sales, Finance, Process Improvement
Education
University of California, Irvine
B.A., Business Administration - Emphasis in Finance & Accounting
Monte Vista High School
Kenneth L. Creal, An Accountancy Corporation June 2015 - Present
Pathway Capital Management March 2015 - June 2015
LSL CPAs LLP July 2014 - February 2015
Rogers, Anderson, Melody and Scott, January 2013 - June 2014
McNeil Enterprises March 2009 - September 2010
Skills
GAAP, Tax Preparation, QuickBooks, Accounting, Financial Statements, Financial Accounting, Financial Reporting, Tax, Journal Entries, General Ledger, Microsoft Excel
Education
California State Polytechnic University-Pomona 2011 — 2013
Bachelor of Science (B.S.), Accounting
Norco College
Jefferies LLC July 2013 - Present
Jefferies & Company June 2012 - August 2012
Pathway Capital Management September 2011 - May 2012
Bank of America-Merrill Lynch October 2010 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Thompson One, Capital IQ
Education
University of California 2009 — 2013
Bachelor of Arts, Business Economics
Pathway Capital Management March 2015 - Present
DecisionPoint Systems, Inc. November 2014 - February 2015
UC Irvine Housing May 2014 - September 2014
Skills
PowerPoint, Social Media, Facebook, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media Marketing, Social Networking, Event Planning, Photoshop, Market Research, InDesign, Marketing, Customer Service, OS X, SPSS, Marketing Communications, Public Speaking, Leadership, Research
Education
University of California, Irvine 2013 — 2016
University of California, Irvine - The Paul Merage School of Business, Business Administration, emphasis in Marketing and Corporate Finance, 3.74 GPA
AIG July 2015 - Present
Long Beach Transit September 2014 - May 2015
AIG June 2014 - August 2014
Pathway Capital Management November 2013 - May 2014
The Daily 49er October 2013 - May 2014
Skills
Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Time Management, Investments, Advertising, Public Speaking, Communication, Marketing, Teamwork, Financial Analysis, Corporate Finance, Organizational..., Microsoft Word, English, Strategic Planning
Education
California State University-Long Beach 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Cum Laude
Pathway Capital Management January 2015 - Present
Boston University July 2013 - December 2014
ExxonMobil May 2012 - August 2012
Legg Mason Capital Management June 2011 - August 2011
Cambridge Associates June 2009 - June 2011
Skills
Financial Modeling, Economics, Financial Analysis, Corporate Finance, Due Diligence, Investments, Data Analysis, Econometrics, Quantitative Analytics, Asset Allocation, Venture Capital
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Scripps College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Pathway Capital Management January 2015 - Present
Pathway Capital Management March 2008 - December 2014
Bryan Cave LLP September 2006 - January 2007
Skills
Finance, Private Equity, Investments, Contract Negotiation, Federal & State..., Risk Management, Due Diligence, Negotiation, Corporate Governance, Asset Management, Venture Capital, Mergers, Legal Writing, Corporate Law, Legal Research
Education
The George Washington University Law School 2003 — 2006
Juris Doctor, Law
University of Virginia 1999 — 2003
Bachelor of Arts (B.A.), International Relations/Foreign Affairs
DTS, Inc. June 2014 - Present
Deloitte September 2011 - May 2014
Global Hunter Securities July 2010 - October 2010
Pathway Capital Management December 2009 - July 2010
Waddell & Reed June 2009 - December 2009
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, Industry Research, Economic Research, Private Equity, Investment Banking, Investments, Equity Research, Securities, Mergers & Acquisitions, Business Valuation
Education
University of California, Irvine
Bachelors, Economics
CFA Institute
PwC July 2015 - Present
PwC December 2013 - Present
Grant Thornton LLP October 2012 - November 2013
Pathway Capital Management March 2011 - November 2011
Harvey & Company LLC February 2011 - March 2011
Skills
Accounting, Financial Accounting, Auditing, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Process Improvement, Financial Statements
Education
University of California, Irvine 2008 — 2012
B.S., Economics
Pathway Capital Management 2011 - Present
UDR June 2007 - November 2011
First Financial Resources December 2006 - June 2007
Corbin, LLP June 2005 - December 2006
Skills
QuickBooks, Microsoft Word, Outlook, Microsoft Office, Microsoft Excel, Investments, Financial Analysis, Budgets, Bookkeeping, Accounting, Customer Service, Finance, Management, Research, Social Media
Education
Pepperdine University 2001 — 2005
BS, Business Administration
SCNO at UCI November 2012 - June 2015
Broadcom January 2014 - October 2014
Harvey & Company LLC September 2013 - November 2013
Pathway Capital Management November 2012 - September 2013
UC Irvine September 2012 - December 2012
American Campus Communities - UC Irvine September 2011 - May 2012
Education
University of California, Irvine 2011 — 2015
B.A. Business Administration - Emphases in Accounting and Finance
Ramada Inn March 2015 - Present
Amazon September 2014 - March 2015
Thales June 2014 - September 2014
UC Irvine Department of Undergraduate Education September 2012 - June 2014
Pathway Capital Management February 2014 - May 2014
Broadcom February 2013 - December 2013
Student Parent Orientation Program April 2013 - August 2013
UC Irvine Department of the Vice Chancellor, Student Affairs September 2012 - February 2013
Ramada Inn December 2011 - September 2012
Skills
Chinese, Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Research, Microsoft Word, Leadership, Mandarin, Outlook, Customer Service, Marketing, Sales, Team Building, Facebook, Budgets, Analysis
Education
University of California, Irvine 2011 — 2015
Bachelor of Business Administration (BBA), Business Administraton, 3.86
Whitney High School 2005 — 2011
3.8
Ryan Suen Photography October 2012 - Present
Pathway Capital Management August 2014 - December 2014
KPMG October 2013 - March 2014
Brandon Wong Photography January 2012 - February 2014
Concert Wealth Management, Inc. January 2013 - August 2013
Genuine Automotive June 2012 - September 2012
NeverMind Communication June 2011 - August 2011
Tai Ping Advertising June 2011 - August 2011
AdBeyond Guru Online June 2009 - August 2009
Skills
Photography, Social Media, Public Speaking, Research, PowerPoint, Facebook, Microsoft Excel, Marketing, Teamwork, Event Planning, Microsoft Word, Mergers & Acquisitions, Investments, Lightroom, Photoshop, Financial Modeling, Adobe Creative Suite, Critical Thinking, Creative Writing, Microsoft Office, Customer Service, Leadership
Education
University of California, Irvine 2011 — 2015
Bachelor’s Degree, Business Administration - Finance
Fudan University 2013 — 2014
Business Administration and Management
Pathway Capital Management January 2011 - Present
Marwit Capital June 2008 - January 2011
GE Capital 2007 - 2008
JPMorgan Chase June 1993 - September 2001
Stern Stewart & Co. 1992 - 1992
Huntington National Bank August 1989 - August 1991
Skills
Private Equity, Investments, Mergers & Acquisitions, Finance, Financial Structuring, Capital Markets, Financial Modeling, Investor Relations, Equities, Mergers, Investment Banking, Valuation, M&A Modeling, Alternative Investments, Financial Analysis, Venture Capital, Due Diligence, LBO, M&A analysis, Portfolio Management, Corporate Finance, Marketing Strategy, Start-ups, Corporate Development, Restructuring, Pension Funds, Alternative Assets, Insurance, Fund Of Funds, International M&A, Principal Investing, Cross-border M&A, Business Valuation, M&A experience, Asset Management, Fundraising, M&A Negotiations, Capital Raising, M&A execution
Education
University of Chicago 1991 — 1993
Master of Business Administration (M.B.A.), Finance, Honors
The Ohio State University 1985 — 1989
Bachelor of Science, Cum Laude, Business
Alere Inc. December 2012 - Present
firepowered inc January 2010 - Present
Taped3ck January 2013 - May 2015
Branan Medical Corporation September 2003 - December 2012
Putnam Hall January 2002 - July 2009
Pathway Capital Management March 2000 - August 2003
Skills
Operations, Business Strategy, Entertainment, Music, Songwriting, Film, Television, Drums, Guitar, Singing, Music Industry, Composition, Recording, Commercials, Rock Music, Business Development, Business Planning, Business Process, Operations Management, Management, Business Analysis, Strategic Planning, Marketing Strategy, Business Intelligence
Education
University of Southern California 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
UCLA 2012 — 2014
Certificate, Film Scoring
UC Berkeley
Bachelor of Arts (B.A.), Economics
UC Berkeley
Bachelor of Arts (B.A.), Rhetoric and Composition
Pathway Capital Management December 1997 - October 2013
BankAmerica Ventures May 1993 - November 1997
Various Global Corporations 1988 - 1993
Skills
Venture Capital, Private Equity, Due Diligence, Investments, Fund Of Funds, Valuation, Alternative Investments, Management, Financial Modeling, Investor Relations, Investor Presentations, Buyouts, Distressed Debt, Portfolio Management, Mergers, Leadership, Staff Development, Corporate Finance, Finance, Mergers, Corporate Development, Funding, Mergers & Acquisitions
Education
California State University-Fullerton 1982 — 1987
Bachelor of Business Administration (B.B.A.), Accounting Emphasis
Bay Hills Capital April 2015 - Present
KPMG US November 2013 - April 2015
Pathway Capital Management January 2013 - June 2013
Pathway Capital Management April 2012 - October 2012
Skills
Microsoft Excel, Outlook, Word, PowerPoint, Access, GoSystem Tax RS, ProSystem fx Tax, BNA Income Tax Planner, Partnership Taxation, Accounting, QuickBooks, Business Writing, Research, Editing, Proofreading, Financial Services, Alternative Investments, WordPress, TaxWise, Eviews, Windows 7, Mac OS X
Education
University of California, Irvine 2009 — 2013
B.A., Business Economics, Accounting
Pathway Capital Management April 2008 - Present
KPMG August 2007 - March 2008
Skills
Finance, Marketing Strategy, Marketing, Financial Modeling, CRM, Marketing Management, Google Analytics, Data Analysis, Product Marketing, Data Mining, Target Segmentation, Corporate Finance, Investment Promotion, Private Equity, Financial Analysis, Alternative Investments, Due Diligence, Venture Capital, Fund Of Funds, Investments, Valuation, Microsoft Excel, Management, Marketing Research, PowerPoint, Microsoft Office, CAIA, Strategic Planning, Leadership, Analysis, Fundraising
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Class of 2016
University of Southern California - Marshall School of Business 2013 — 2016
Graduate Certificate in Business Analytics
California State University-Fullerton - College of Business and Economics 2005 — 2007
Bachelor of Arts, Business, Finance
Southern California Edison (SCE) June 2015 - Present
ACE Tutoring Inc. February 2013 - Present
Shenouda & Associates, LLP October 2014 - May 2015
Pathway Capital Management May 2014 - October 2014
Emily CPA June 2013 - April 2014
New American Dimensions June 2012 - September 2012
Academic Advantage February 2012 - June 2012
1 On 1 Academics Tutors October 2011 - January 2012
Cing Fung Medicine Co June 2007 - August 2011
UC Berkeley Art Museum and Pacific Film Achieve July 2009 - May 2011
Skills
Accounting, Microsoft Suites, HTML, QuickBooks, Data Entry, Tax, Bookkeeping, Tutoring, Data Analysis, Teamwork, Organization
Education
California State University-Fullerton 2013 — 2015
Master of Science (M.S.), Accountancy, 4.000
San Diego State University-California State University 2012 — 2013
Master of Science (M.S.), Accounting
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Environmental Economics & Policy, 3.423
Blurb October 2012 - February 2015
Blurb April 2011 - October 2012
Blurb April 2007 - July 2008
Hotwire July 2006 - April 2007
Gap / Gap Inc. July 2004 - May 2006
Deloitte April 2004 - July 2004
Pathway Capital Management June 2001 - September 2003
Skills
Analytics, Strategic Financial..., Financial Modeling, Business Strategy, Forecasting, Start-ups, Process Improvement, Analysis, Finance, Financial Services, Microsoft Office, Financial Analysis, Microsoft Excel, Corporate Finance, Financial Reporting, Strategy, Management, Leadership, Cross-functional Team..., Marketing, fin
Education
University of California, Irvine 1997 — 2001
Bachelor of Arts (B.A.), Economics
University of California, Irvine
Bachelor of Arts, Economics, Economics and Management
Hatton Consulting, Inc. March 2010 - Present
Hatton Consulting, Inc. October 2006 - March 2010
Pathway Capital Management June 2000 - October 2006
Skills
Investments, Strategic Financial..., Asset Allocation, Asset Management, Investment Advisory, Investment Management, Alternative Investments, Retirement Planning, Retirement, Finance, Wealth Management, Portfolio Management, 401k, Mutual Funds, Wealth Management..., Financial Advisory, 401k Rollovers, Roth IRA, 529 Plans, Wealth, Financial Planning, Retirement Plan..., High Net Worth..., Estate Planning, Trusts, Asset Protection, Personal Finance, Small Business, Wealth Accumulation, IRAs, Financial Planners, Financial Risk, IRA Rollovers, Risk, Comprehensive Wealth..., Financial Advice, Wealth Transfer, Insurance Planning, Investment Products, IRA's, Private Wealth..., Qualified Retirement...
Education
Certified Financial Planner Board of Standards 2009 — 2010
CFP Designation, Personal Financial Planning
CFA Institute 2002 — 2006
Charterholder, Investment Analysis, Portfolio Management
University of California, Irvine 1995 — 2000
BS, Mathematics
The Carlyle Group August 2015 - Present
The Carlyle Group July 2014 - August 2015
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Pathway Capital Management June 2010 - August 2010
Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Business
Cate School 2004 — 2008
High School
Deloitte August 2013 - Present
Narika January 2013 - Present
Deloitte November 2010 - August 2013
Squar, Milner, Peterson, Miranda, & Williamson, LLP January 2008 - November 2010
Harvey & Company LLC August 2006 - December 2006
Pathway Capital Management January 2005 - September 2005
Skills
Asset Management, Auditing, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, SEC filings, Accounting, Financial Modeling, US GAAP, GAAP, Business Valuation, Internal Controls, Due Diligence, CPA, Sarbanes-Oxley Act, Revenue Recognition, Valuation, Mergers & Acquisitions, Assurance, IFRS, Internal Audit, Big 4
Education
University of California, Irvine 2004 — 2007
Economics, Economics and Accounting
Pathway Capital Management March 2012 - Present
Fidelity Investments May 2011 - August 2011
New York Life Insurance Company May 2010 - September 2010
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods
Cumberland High School 2004 — 2008
High School Diploma
Pathway Capital Management March 2010 - November 2012
Suffolk Construction October 2007 - January 2010
Mammoth Equities, LLC January 2007 - September 2007
Centex Homes March 2006 - January 2007
Education
California State University-Fullerton 2000 — 2004
Liberal Studies, Child Education
Deloitte Corporate Finance June 2011 - Present
Arch Bay Capital March 2010 - June 2011
Caltius Equity Partners October 2007 - February 2010
KPMG August 2005 - October 2007
Pathway Capital Management 2003 - 2005
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Valuation, Financial Analysis, Investments, Finance, Portfolio Management, Business Strategy, Banking, Due Diligence, Investment Banking, Corporate Development, Accounting, Financial Services, Corporate Finance, Mergers, Healthcare, Healthcare Information...
Education
University of California, Irvine 2000 — 2005
BA, Economics & Accounting
Valencia High School
Valencia High School
Bolar, Hirsch & Jennings LLP January 2012 - Present
Pathway Capital Management April 2011 - January 2012
Chan & Lo, CPAs January 2011 - April 2011
Gamma Phi Beta Sorority January 2010 - October 2010
James Canny & Associates June 2009 - June 2010
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2007 — 2011
BA, Accounting
MuleSoft September 2015 - Present
MuleSoft Inc September 2013 - Present
MuleSoft Inc August 2011 - August 2013
KEMAC Technology, Inc. November 2010 - July 2011
Harshad Kothari CPA, Inc. September 2009 - November 2010
Pathway Capital Management April 2008 - July 2009
Skills
Social Media Marketing, Social Networking, Marketing, SEO, SEM, Start-ups, Marketing Operations, CRM
Education
University of California, Irvine 2005 — 2009
B.A., Economics
PAAMCO June 2015 - Present
PAAMCO June 2013 - June 2015
Pathway Capital Management July 2012 - June 2013
UC Irvine July 2011 - June 2013
UC Irvine June 2010 - October 2010
Skills
Accounting, Microsoft Office, Management, Mac OS X, PC, Microsoft Excel, PowerPoint, Finance, Public Speaking, Investments, Data Analysis, Microsoft Word
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration
Whole Foods Market July 2014 - Present
Danny Burkett Memorial Scholarship January 2008 - Present
G51 Capital January 2013 - December 2013
Venture Fellows January 2013 - December 2013
Socialware April 2013 - October 2013
Pathway Capital Management February 2009 - January 2012
CBIZ Accounting, Tax and Advisory Services, LLC October 2006 - January 2009
Kashi Co. May 2005 - October 2005
Skills
Financial Analysis, Business Valuation, Private Equity, Financial Reporting, Venture Capital, Auditing, Financial Accounting, Economics, Management Consulting, Nonprofits, Forensic Accounting, Mergers & Acquisitions, Business Strategy, Investments, Research, Finance, CPA, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
MBA
University of San Diego 2002 — 2006
BA, Accountancy
Self March 2011 - Present
Wells Fargo Securities July 2008 - April 2011
Standard & Poor's December 2005 - July 2008
Wilshire Associates July 2000 - October 2005
Pathway Capital Management June 1999 - July 2000
Skills
Financial Analysis, Financial Modeling, Investment Management, Investment Technology, Operations Management, Performance Measurement, Portfolio Management, Product Management, Relationship Management, Risk Management, Private Equity, Mutual Funds, Sales, Equity Trading, Hedge Funds, Investment Strategies, Strategic Planning, Bloomberg, Volatility, Equity Derivatives, Equities, Options, Valuation, Derivatives, Securities, Fixed Income, Asset Management
Education
California State University-Long Beach 1995 — 2000
Bachelors, Finance
Pathway Capital Management 2004 - Present
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Private Equity, GAAP
Education
California State University-Fullerton 2000 — 2004
Wells Fargo July 2014 - Present
Union Bank January 2011 - June 2014
Union Bank February 2009 - January 2011
Union Bank March 2007 - February 2009
Richmond American Homes 2005 - 2006
Pathway Capital Management July 2004 - November 2004
Merrill Lynch May 2003 - June 2004
Skills
Strategic Planning, Financial Modeling, Corporate Development, Valuation, Corporate Finance, Market Research, Competitive Analysis, Due Diligence
Education
University of California, Irvine 2001 — 2005
Economics, Business Management
Pathway Capital Management January 2011 - Present
KPMG September 2007 - December 2010
Education
University of California, Santa Barbara
LA Fitness February 2013 - Present
Kelley Blue Book April 2006 - April 2009
Pathway Capital Management January 2000 - January 2004
Skills
Financial Modeling, Data Analysis, Financial Analysis, Analytics, Strategic Planning, Online Advertising, Web Analytics, Social Media, Marketing Strategy, Microsoft Excel, Market Research, Analysis, Mobile Marketing, Budgets, E-commerce
Education
The University of Kentucky, Martin School of Public Policy and Administration 2011 — 2012
Masters, Public Administration
Hanover College 1994 — 1998
Bachelor of Arts, Business Administration
GE Capital August 2003 - Present
Pathway Capital Management 2001 - 2003
UBS Global Asset Management 2001 - 2001
Skills
New Business Development, Business Development, Financial Analysis, Risk Management, Relationship Management, Financial Modeling, Finance, Analytics, Portfolio Management, Credit, Financial Services, Strategy, Banking, Business Strategy, Credit Analysis
Education
University of California, Irvine 1999 — 2003
Bachelor of Science (BS), Economics
TorreyCove Capital Partners LLC September 2015 - Present
Pathway Capital Management 2005 - August 2015
Bank of America 2003 - 2005
Skills
Private Equity, Fund Of Funds, Investment Banking, Asset Managment, Alternative Investments, Financial Modeling, Venture Capital, Due Diligence, Investments
Education
University of Rhode Island - College of Business Administration 2009 — 2011
MBA, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Finance & Economics
Westford Academy
MUFG Americas September 2014 - Present
Management Resources June 2008 - September 2014
Pathway Capital Management April 2007 - June 2008
Education
California State University-Fullerton 2005 — 2008
B.A. Business Administration, Finance, Cum Laude
Golden Hardwood Floors August 2005 - Present
MarketTools Inc. November 2007 - June 2010
Accessory Design Group September 2003 - August 2005
Pathway Capital Management 2002 - 2003
Skills
Project Management, Accounts Receivable, Client Billing, A/R collections, Wire Transfers, cash application, Auditing, Bookkeeping, Superior Client Service, Vendor Management, Inventory Management, Marketing Strategy, Business Development, Sales Operations, Analytics, Budgets, Market Research, Accounting, Forecasting
Education
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), Economics
Pathway Capital Management July 2008 - Present
Skills
Accounting, CPA, Tax, Private Equity
Education
Chapman University, School of Law 1999 — 2003
University of San Diego
Pathway Capital Management April 2010 - Present
TravCorp USA, Inc. May 2006 - April 2010
NBC Universal July 1999 - September 2004
NBC Universal 1999 - 2004
Ernst & Young September 1993 - November 1998
Skills
Auditing, Financial Reporting, Management, Variance Analysis, Accounting, Internal Controls, Forecasting, Budgets, Process Improvement
Education
University of Southern California 1990 — 1992
Bachelor, Accounting
Pathway Capital Management May 2008 - May 2014
New York Motor Sports September 2003 - April 2008
Dimensional Fund Advisors September 1992 - March 2003
Skills
Investment Management, Investments, Investment Banking, New Business Development, Customer Service, Financial Modeling, Financial Services, Private Equity, Portfolio Management, Fundraising, Leadership, Equities, Social Networking, Strategic Planning, Social Media, Emerging Markets, Capital IQ, Mergers & Acquisitions, Corporate Development, Entrepreneurship, Business Planning, Bloomberg, Corporate Finance, Financial Analysis, Marketing Strategy, Due Diligence, Research, Mutual Funds, Analysis, Microsoft Excel, Finance, Public Speaking, Capital Markets, Asset Managment, Budgets, Asset Allocation, Alternative Investments, Angel Investing, Venture Capital, Nonprofits, Asset Management
Education
St. Francis College
Delta Air Lines June 2014 - Present
Simon Graduate School of Business, University of Rochester June 2012 - May 2014
Intel Corporation June 2013 - September 2013
ESM Group Inc June 2011 - June 2012
Nexeo Solutions, LLC April 2011 - June 2011
Ashland June 2008 - March 2011
Pathway Capital Management January 2007 - May 2008
Price Waterhouse Coopers September 2006 - January 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, Data Analysis, Financial Modeling, Financial Accounting, Auditing, Financial Statements, PowerPoint, Variance Analysis, Analysis, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Dayton 2002 — 2006
B.S., Accounting and Finance
Pathway Capital Management July 2012 - Present
United Capital Financial Partners, Inc February 2011 - July 2012
UBS Wealth Management September 2010 - February 2011
The Bank of New York Mellon May 2010 - August 2010
Monroe Capital November 2009 - April 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Loyola University Chicago 2007 — 2010
BBA, Finance, Economics
ForgeRock August 2014 - Present
Bay Hills Capital April 2011 - August 2014
Pathway Capital Management September 2007 - April 2011
Skills
Private Equity, Venture Capital, Fund Of Funds, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Alternative Investments, Financial Analysis, Investment Management, Capital Markets, Mergers & Acquisitions, Buyouts, Funding, Management
Education
University of California, Irvine
Bachelor’s Degree, Business Economics
Lowell High School
High School
BDO USA, LLP October 2012 - Present
Pathway Capital Management August 2010 - February 2011
Education
California State University-Fullerton 2010 — 2012
Master's, Accountancy
San Diego State University 2006 — 2008
BA, International Business: Finance/Spanish
Universidad Antonio de Nebrija 2008 — 2008
Comercio International
Capital Group June 2006 - Present
Gumbiner Savett July 2004 - June 2006
Pathway Capital Management 2002 - 2003
Skills
Financial Reporting, Financial Analysis, Valuation, Bloomberg, GAAP, Financial Accounting, Internal Controls, US GAAP, Finance, Equities, Financial Modeling, Accounting, Auditing, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 2003 — 2004
MAcc, Accounting
University of California, Irvine 1999 — 2003
BA, Economics
Deloitte September 2005 - Present
Pathway Capital Management July 2000 - June 2004
Skills
US GAAP, Internal Controls, Financial Analysis, Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, IFRS, GAAP
Education
University of Southern California 2004 — 2005
MAcc, Accounting
University of California, Irvine 1997 — 2001
BA, Honors Economics, Minor in Management
Pathway Capital Management November 2004 - Present
Fleet Financial Group 1997 - 1999
Education
Boston University Questrom School of Business 2008 — 2009
MSIM, Investment Management
Brown University 1993 — 1997
AB, Economics & Engineering
Shawnee Mission East
Hanna Brophy MacLean McAleer & Jensen October 2011 - Present
LAW OFFICES OF RONALD B. SCHWARTZ July 2008 - August 2008
LEGAL AID FOUNDATION OF LOS ANGELES, LONG BEACH – IMMIGRATION UNIT January 2008 - May 2008
LEGAL AID FOUNDATION OF LOS ANGELES, SANTA MONICA, CA – DOMESTIC VIOLENCE May 2007 - August 2007
FEDERAL BANKRUPTCY COURT (JUDGE ROBERT ALBERTS) May 2004 - August 2004
PATHWAY CAPITAL MANAGEMENT October 2002 - February 2004
Skills
Legal Writing, Legal Research, Westlaw, Trials, Courts, Lexis, Hearings, Pleadings, Motions, Research, Analysis, Litigation, Civil Litigation, Mediation, Commercial Litigation, LexisNexis
Education
Chapman University, School of Law 2005 — 2009
J.D., Law
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2009
M.B.A., Business Administration
University of California, Irvine 2000 — 2005
B.A., Economics, Business Management
Pathway Capital Management July 2014 - Present
Meritus Payment Solutions January 2013 - October 2013
HD Supply August 2012 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
California State University-Fullerton 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Information Systems
Orange Coast College 2010 — 2012
TLC Graphics and Narrow Gate Books June 2012 - Present
Greater Grounds January 2012 - Present
Durbin Bennett Peterson - Private Wealth Management, LLP April 2011 - December 2011
Pathway Capital Management January 2006 - January 2011
Skills
Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Time Management, Private Equity, Customer Service, Microsoft Office, Social Networking, Public Speaking, Social Media, Research, Expense Reports, QuickBooks
Education
California State University-Los Angeles 2000 — 2006
BS, Kinesiology
Best Buy July 2006 - Present
Pathway Capital Management May 2003 - May 2004
Morgan Stanley June 2000 - April 2003
Skills
Financial Modeling, Financial Analysis, Retail, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Strategy, Competitive Analysis, Analytics, Leadership, Income Statement, Process Improvement, Team Leadership, Corporate Finance, Data Analysis, Valuation, Customer Experience, Business Analysis, Mergers & Acquisitions, Pricing
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
Harvard University 1996 — 2000
Economics
St. Albans
Pathway Capital Management June 2012 - August 2015
California State University, Northridge November 2011 - May 2012
Windward Capital Management Co. December 2011 - March 2012
ACap Asset Management November 2011 - March 2012
Cal State University Northridge August 2011 - December 2011
Skills
Portfolio Management, Valuation, Financial Modeling, Due Diligence, Finance, Investments, Currency, Private Equity, Hedge Funds, Asset Managment, Venture Capital, Equities, Bloomberg, Bloomberg Terminal, Equity Research, Alternative Investments, Investment Management, Equity Trading, Investment Strategies, Business Valuation, Asset Allocation, Capital Markets, Investment Banking, Emerging Markets, Financial Analysis, Fund Of Funds, Investment Advisory, Asset Management, Fixed Income, Portfolio Optimization, Mergers & Acquisitions, Securities, Mutual Funds, Wealth Management, Financial Services, ETFs, Corporate Finance, Derivatives, Trading, Quantitative Analytics, Financial Markets, Competitive Analysis, Financial Structuring, Fundamental Analysis, Risk Management, Bonds, Funding, Strategic Financial..., Economics, Equity Derivatives
Education
California State University-Northridge 2008 — 2012
Bachelor of Science in Finance & Honors Businss Administration, 3.8
Kingston College 2010 — 2011
Financial Economics
Pathway Capital Management 1994 - Present
Education
University of Southern California 1999 — 2001
MBA
Loyola Marymount University 1989 — 1993
BS, Finance
Deloitte January 2015 - Present
Informatica May 2014 - September 2014
Transtar Accountancy Inc. February 2014 - April 2014
Deloitte June 2013 - August 2013
Pathway Capital Management June 2012 - January 2013
Transtock Acquisition Group Intl. October 2011 - January 2012
Korus Accounting & Tax Services, Inc. June 2011 - September 2011
Anteater Recreation Center October 2010 - May 2011
Hospitality Valet, Inc. August 2008 - June 2010
Skills
QuickBooks, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Accounting, Public Speaking, Data Entry, Auditing, Time Management, Financial Analysis, English
Education
Golden Gate University 2013 — 2014
Master of Science in Taxation
University of California, Irvine 2010 — 2013
Economics, Accounting
YMCA of Greater Erie July 2013 - Present
YMCA of Greater Erie July 2013 - February 2014
Barber National Institute March 2011 - November 2012
Voices for Independence August 2010 - January 2011
Trustee Corps August 2009 - April 2010
TRC Solutions November 2008 - July 2009
Irvine Company April 2008 - September 2008
Pathway Capital Management January 2008 - April 2008
Skills
Accounts Payable, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Data Entry, PROMISe, Accounts Receivable, Human Resources, CareLogic, Novell Groupwise, Microsoft PowerPoint
Education
Johnson and Wales University 2000 — 2004
Bachelor of Science, Management, 3.46
Pathway Capital Management October 2014 - Present
UCLA Conference Center and Bruin Woods Family Resort June 2014 - September 2014
UCLA Undergraduate Admissions and Relations with Schools February 2013 - June 2014
Lieberman Research Worldwide June 2013 - September 2013
UCLA May 2012 - May 2013
UCLA Department of Neurology January 2011 - September 2012
UCLA Office of Residential Life September 2011 - June 2012
UCLA Housing and Hospitality Services June 2011 - October 2011
949 Roller Hockey Center June 2008 - August 2010
Education
University of California, Los Angeles 2010 — 2014
B.A., Economics
Santa Margarita Catholic High School 2006 — 2010
Pathway Capital Management July 2010 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - 2009
Education
Boston College 2002 — 2006
BS
Providence College 2009 — 2010
MBA
Pathway Capital Management July 2014 - Present
Pathway Capital Management May 2013 - June 2014
Leadership Scholars Program September 2012 - May 2014
Walgreens August 2011 - January 2012
Macy's December 2010 - February 2011
Macy's November 2009 - January 2010
Skills
Cashiering, Customer Service, Retail, Microsoft Word, Time Management, PowerPoint, Accounts Receivable, Marketing, Sales, Training, Accounting, Marketing Strategy, Microsoft Excel
Education
California State University-Fullerton 2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Human Resources
ICon Professional Services July 2015 - Present
Broadcom January 2015 - June 2015
Pathway Capital Management November 2014 - January 2015
Harbor Island Wealth Management February 2014 - June 2014
Gaikai August 2013 - September 2013
Skills
PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Customer Service, Research, Invoicing, Social Media, Public Speaking, 4Dmonitoring, SAP ERP, Oracle CRM, Salesforce.com, BARS, PeopleSoft, Microsoft Excel, NetSuite, Analysis, SharePoint, Accounting, Management, Marketing
Education
University of California, Irvine 2011 — 2015
Bachelor's Degree, Major: Business Administration - Specialization in Accounting & Emphasis in Marketing, Graduate
Pathway Capital Management March 2014 - Present
California State University, Fullerton July 2012 - August 2014
California State University, Fullerton January 2011 - December 2012
California State University, Fullerton June 2012 - August 2012
Skills
Microsoft Office, Due Diligence, Customer Service, Research, Leadership, Public Speaking, Cold Calling, Time Management, Financial Analysis, FileMaker, CRM, Teamwork
Education
California State University-Fullerton 2009 — 2015
Bachelor's Degree, BA - Business Administration Accounting, BS - Biochemistry
Pathway Capital Management Batch CoordinatorAmerican Honda Motor Company, Inc.July 2010 - July 2012
Education
California State University-Fullerton 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance