Peterson Partners
Industry: Capital market company
DescriptionHeadquarters: Salt Lake City, UT Founded: 2003 Subsidiary: Scout Partners LLC
Peterson Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Peterson Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Peterson Partners Salaries. You can even request information on how much does Peterson Partners pay if you want to. Learn about salaries, pros and cons of working for Peterson Partners directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
30 Peterson Partners employees in database. Find out everything there's to know about Peterson Partners employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Peterson Partners Employees
Employee
Years
Job
Industry
Steven Meeker Steven Meeker's Peterson Partners Experience January 2009 - June 2009
Job Director of Corporate Development at DealerSocket
Industry Automotive
Experience
DealerSocket April 2015 - Present
Zions Bank September 2010 - August 2014
National Capital Partners January 2010 - September 2010
Peterson Partners January 2009 - June 2009
Skills
Valuation, Financial Modeling, Bloomberg, Asset Management, Equities, Due Diligence, Management, Corporate Development, Private Equity, Mergers & Acquisitions, Finance, Leadership, Venture Capital, Strategic Planning
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Brigham Young University 2004 — 2010
Bachelor of Science (BS), Finance
DealerSocket April 2015 - Present
Zions Bank September 2010 - August 2014
National Capital Partners January 2010 - September 2010
Peterson Partners January 2009 - June 2009
Skills
Valuation, Financial Modeling, Bloomberg, Asset Management, Equities, Due Diligence, Management, Corporate Development, Private Equity, Mergers & Acquisitions, Finance, Leadership, Venture Capital, Strategic Planning
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
Brigham Young University 2004 — 2010
Bachelor of Science (BS), Finance
Nathan Mortensen's Peterson Partners Experience January 2015 - April 2015
Job Principal Tallwave Capital
Industry Venture Capital & Private Equity
Experience
Tallwave Capital March 2015 - Present
Peterson Partners January 2015 - April 2015
BYU Cougar Capital April 2014 - April 2015
Celanese May 2014 - August 2014
First Solar May 2011 - August 2013
The Boeing Company June 2008 - May 2011
ON Semiconductor March 2007 - May 2008
Education
Brigham Young University 2013 — 2015
Master of Business Administration (M.B.A.)
Arizona State University, W. P. Carey School of Business 2002 — 2008
Bachelor of Science (B.S.)
Tallwave Capital March 2015 - Present
Peterson Partners January 2015 - April 2015
BYU Cougar Capital April 2014 - April 2015
Celanese May 2014 - August 2014
First Solar May 2011 - August 2013
The Boeing Company June 2008 - May 2011
ON Semiconductor March 2007 - May 2008
Education
Brigham Young University 2013 — 2015
Master of Business Administration (M.B.A.)
Arizona State University, W. P. Carey School of Business 2002 — 2008
Bachelor of Science (B.S.)
Shalyce Oman's Peterson Partners Experience September 2014 - Present
Job Executive Assistant | BYUIdaho Alumni Mentor
Industry Venture Capital & Private Equity
Experience
Peterson Partners September 2014 - Present
Southwest Utah Public Health Department April 2011 - August 2014
Skills
Health Promotion, Health Education, Public Health, Healthcare, Wellness, Healthcare Management, Hospitals, Program Development, Social Networking, Microsoft Excel
Education
Brigham Young University - Idaho 2006 — 2011
Healthcare Administration
Peterson Partners September 2014 - Present
Southwest Utah Public Health Department April 2011 - August 2014
Skills
Health Promotion, Health Education, Public Health, Healthcare, Wellness, Healthcare Management, Hospitals, Program Development, Social Networking, Microsoft Excel
Education
Brigham Young University - Idaho 2006 — 2011
Healthcare Administration
Joshua L. Mortensen's Peterson Partners Experience August 2014 - September 2014
Job Director of Finance: Cougar Capital
Industry Accounting
Experience
Cougar Capital April 2014 - Present
Brigham Young University 2013 - Present
College Startup June 2014 - January 2015
Peterson Partners August 2014 - September 2014
Symantec May 2014 - July 2014
American Express November 2012 - July 2013
Moss Adams, LLP June 2011 - November 2012
Brigham Young University August 2008 - June 2011
Northwestern Mutual April 2010 - December 2010
Provo City November 2008 - March 2010
Skills
Accounting, Excel, Microsoft Office, Budgeting, Financial Analysis, Audit, Financial Reporting, Microsoft Excel, Auditing, Finance, Corporate Finance, Financial Accounting, Budgets, Time Management, Strategic Planning, Data Analysis, Marketing, Analysis, Entrepreneurship
Education
Brigham Young University 2013 — 2015
Masters of Business Administration (MBA), Finance
Brigham Young University Marriott School of Business 2008 — 2011
Bachelor of Science, Accounting, Korean
Eastern Arizona College 2007 — 2008
Associate of Arts, General Studies
Cougar Capital April 2014 - Present
Brigham Young University 2013 - Present
College Startup June 2014 - January 2015
Peterson Partners August 2014 - September 2014
Symantec May 2014 - July 2014
American Express November 2012 - July 2013
Moss Adams, LLP June 2011 - November 2012
Brigham Young University August 2008 - June 2011
Northwestern Mutual April 2010 - December 2010
Provo City November 2008 - March 2010
Skills
Accounting, Excel, Microsoft Office, Budgeting, Financial Analysis, Audit, Financial Reporting, Microsoft Excel, Auditing, Finance, Corporate Finance, Financial Accounting, Budgets, Time Management, Strategic Planning, Data Analysis, Marketing, Analysis, Entrepreneurship
Education
Brigham Young University 2013 — 2015
Masters of Business Administration (MBA), Finance
Brigham Young University Marriott School of Business 2008 — 2011
Bachelor of Science, Accounting, Korean
Eastern Arizona College 2007 — 2008
Associate of Arts, General Studies
Barrett Edgington Barrett Edgington's Peterson Partners Experience April 2015 - Present
Job Venture | Tech | BD | Product Management | Partnerships | MBA candidate | @b_edge
Industry Internet
Experience
Peterson Partners April 2015 - Present
BloomReach April 2013 - August 2014
BloomReach October 2011 - October 2013
Deloitte Consulting June 2010 - October 2011
NBC Universal May 2009 - May 2010
Signal Peak Ventures May 2008 - April 2009
SchoolTipline.com September 2007 - May 2008
Missionary Training Center July 2005 - January 2008
Skills
Strategy, Entrepreneurship, Business Development, Venture Capital, Start-ups, SEO, Salesforce.com, Analytics, Marketing, Project Management, Account Management, Strategic Planning, E-commerce, Public Speaking, Digital Media, Partnerships, Marketing Strategy, Lead Generation, Product Management, Product Marketing, Management, Corporate Innovation
Education
Brigham Young University - Marriott School of Management
MBA Candidate 2016
Brigham Young University
BS, Business Strategy & Spanish
Peterson Partners April 2015 - Present
BloomReach April 2013 - August 2014
BloomReach October 2011 - October 2013
Deloitte Consulting June 2010 - October 2011
NBC Universal May 2009 - May 2010
Signal Peak Ventures May 2008 - April 2009
SchoolTipline.com September 2007 - May 2008
Missionary Training Center July 2005 - January 2008
Skills
Strategy, Entrepreneurship, Business Development, Venture Capital, Start-ups, SEO, Salesforce.com, Analytics, Marketing, Project Management, Account Management, Strategic Planning, E-commerce, Public Speaking, Digital Media, Partnerships, Marketing Strategy, Lead Generation, Product Management, Product Marketing, Management, Corporate Innovation
Education
Brigham Young University - Marriott School of Management
MBA Candidate 2016
Brigham Young University
BS, Business Strategy & Spanish
Anthony Archer's Peterson Partners Experience February 2015 - Present
Job Senior Accountant at Peterson Partners
Industry Accounting
Experience
Peterson Partners February 2015 - Present
Extra Space Storage September 2014 - February 2015
Extra Space Storage November 2012 - September 2014
Sinclair Oil Corporation June 2012 - October 2012
Tender Care Hospice November 2010 - June 2012
Chase Bank January 2007 - November 2010
Automated Business Products June 2001 - June 2004
Skills
Accounting, Payroll, Cash Management, Bookkeeping, Invoicing, Banking, Customer Service, Journal Entries, Bank Reconciliation, Tax, Loans, Human Resources, Sales, QuickBooks, Account Reconciliation, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Tax Returns, Analysis, Financial Statements, General Ledger, Auditing, Accruals
Education
University of Utah 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Salt Lake Community College 2006 — 2009
Associates
Peterson Partners February 2015 - Present
Extra Space Storage September 2014 - February 2015
Extra Space Storage November 2012 - September 2014
Sinclair Oil Corporation June 2012 - October 2012
Tender Care Hospice November 2010 - June 2012
Chase Bank January 2007 - November 2010
Automated Business Products June 2001 - June 2004
Skills
Accounting, Payroll, Cash Management, Bookkeeping, Invoicing, Banking, Customer Service, Journal Entries, Bank Reconciliation, Tax, Loans, Human Resources, Sales, QuickBooks, Account Reconciliation, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Tax Returns, Analysis, Financial Statements, General Ledger, Auditing, Accruals
Education
University of Utah 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting
Salt Lake Community College 2006 — 2009
Associates
Sai Tejas Konduru Sai Tejas Konduru's Peterson Partners Experience March 2015 - Present
Job President at Business Strategy Club
Industry Financial Services
Experience
Business Strategy Club April 2015 - Present
BYU Student Association September 2013 - Present
Peterson Partners March 2015 - Present
Walmart June 2015 - August 2015
Domo, Inc. November 2014 - April 2015
Selfless Studios September 2014 - December 2014
BYU Student Association September 2013 - September 2014
General Mills September 2013 - January 2014
BYU Strategy Club 2014 - 2014
Lynbrook Speech and Debate May 2011 - May 2013
Skills
Marketing, Leadership Development, Market Research, Business Networking, Public Speaking, Fundraising, Architecture, Nonprofits, Social Networking, Architectures, Designs, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Managerial Finance, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Presentations, Business Strategy, Finance, Microsoft Word, PowerPoint
Education
Brigham Young University 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
University of Cambridge
Finance and Quantitative Analysis
Lynbrook High School 2008 — 2013
High School Diploma
Business Strategy Club April 2015 - Present
BYU Student Association September 2013 - Present
Peterson Partners March 2015 - Present
Walmart June 2015 - August 2015
Domo, Inc. November 2014 - April 2015
Selfless Studios September 2014 - December 2014
BYU Student Association September 2013 - September 2014
General Mills September 2013 - January 2014
BYU Strategy Club 2014 - 2014
Lynbrook Speech and Debate May 2011 - May 2013
Skills
Marketing, Leadership Development, Market Research, Business Networking, Public Speaking, Fundraising, Architecture, Nonprofits, Social Networking, Architectures, Designs, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Managerial Finance, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Presentations, Business Strategy, Finance, Microsoft Word, PowerPoint
Education
Brigham Young University 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
University of Cambridge
Finance and Quantitative Analysis
Lynbrook High School 2008 — 2013
High School Diploma
Heather Mercier's Peterson Partners Experience April 2012 - January 2013
Job SVP Finance & Talent at Experticity
Industry Internet
Experience
Experticity March 2013 - Present
TruClinic January 2013 - Present
RMWC April 2012 - September 2013
Peterson Partners April 2012 - January 2013
RMWC June 2009 - April 2012
Habitat for Humanity of the Greater Teton Area 2011 - 2012
TA Associates February 2005 - February 2008
CDG Group July 2002 - February 2005
Prudential Securities June 2001 - June 2002
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers, Venture Capital, Equity Research, Corporate Development, Mergers & Acquisitions, M&A experience, Start-ups, Entrepreneurship, Restructuring, Investments, Business Development
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
City University (GB) 1999 — 2000
Experticity March 2013 - Present
TruClinic January 2013 - Present
RMWC April 2012 - September 2013
Peterson Partners April 2012 - January 2013
RMWC June 2009 - April 2012
Habitat for Humanity of the Greater Teton Area 2011 - 2012
TA Associates February 2005 - February 2008
CDG Group July 2002 - February 2005
Prudential Securities June 2001 - June 2002
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers, Venture Capital, Equity Research, Corporate Development, Mergers & Acquisitions, M&A experience, Start-ups, Entrepreneurship, Restructuring, Investments, Business Development
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
City University (GB) 1999 — 2000
Reid Bartolomei Reid Bartolomei's Peterson Partners Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Peterson Partners June 2014 - August 2014
Linsalata Capital Partners April 2013 - April 2014
Skills
Research, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Strategic Planning, Spanish, Analysis, Facebook, Sales
Education
Brigham Young University 2012 — 2016
Wells Fargo Securities June 2015 - Present
Peterson Partners June 2014 - August 2014
Linsalata Capital Partners April 2013 - April 2014
Skills
Research, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Social Media Marketing, Strategic Planning, Spanish, Analysis, Facebook, Sales
Education
Brigham Young University 2012 — 2016
Eli Horton Eli Horton's Peterson Partners Experience 2009 - 2009
Job Senior Analyst at Maverick Capital
Industry Investment Management
Experience
Maverick Capital September 2014 - Present
KKR July 2011 - August 2014
Goldman Sachs 2009 - July 2011
University Venture Fund December 2006 - January 2009
Peterson Partners 2009 - 2009
US Treasury 2009 - 2009
Goldman Sachs May 2008 - August 2008
Education
Brigham Young University 2005 — 2009
B.S./M.S., Accountancy
Maverick Capital September 2014 - Present
KKR July 2011 - August 2014
Goldman Sachs 2009 - July 2011
University Venture Fund December 2006 - January 2009
Peterson Partners 2009 - 2009
US Treasury 2009 - 2009
Goldman Sachs May 2008 - August 2008
Education
Brigham Young University 2005 — 2009
B.S./M.S., Accountancy
Dan Hanks's Peterson Partners Experience March 2013 - July 2015
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Peterson Partners March 2013 - July 2015
PwC September 2011 - February 2013
Skills
Investments, Mergers & Acquisitions, Private Equity, Valuation, Economics, Financial Modeling, Financial Analysis, Accounting, Due Diligence, Venture Capital, Data Analysis, Financial Statements, Financial Accounting, Corporate Finance
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Peterson Partners March 2013 - July 2015
PwC September 2011 - February 2013
Skills
Investments, Mergers & Acquisitions, Private Equity, Valuation, Economics, Financial Modeling, Financial Analysis, Accounting, Due Diligence, Venture Capital, Data Analysis, Financial Statements, Financial Accounting, Corporate Finance
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Brigham Young University 2005 — 2011
Doug Hicken's Peterson Partners Experience April 2015 - Present
Job Associate Intern Peterson Partners
Industry Financial Services
Experience
Peterson Partners April 2015 - Present
BYU Cougar Capital April 2015 - Present
Brigham Young University April 2015 - Present
B-onyx Inc. February 2015 - Present
Accenture January 2012 - August 2014
BYU September 2009 - December 2011
APX Alarm Security Solutions Inc. January 2008 - March 2011
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Brigham Young University 2008 — 2011
Bachelors, Statistics, Business Management, Spanish
Peterson Partners April 2015 - Present
BYU Cougar Capital April 2015 - Present
Brigham Young University April 2015 - Present
B-onyx Inc. February 2015 - Present
Accenture January 2012 - August 2014
BYU September 2009 - December 2011
APX Alarm Security Solutions Inc. January 2008 - March 2011
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Brigham Young University 2008 — 2011
Bachelors, Statistics, Business Management, Spanish
Carl Dixon's Peterson Partners Experience July 2014 - Present
Job Associate at Peterson Partners
Industry Venture Capital & Private Equity
Experience
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Steve Funk Steve Funk's Peterson Partners Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
BYU Finance Society August 2013 - April 2014
Global Financial Advisors August 2012 - December 2013
Goldman Sachs June 2013 - August 2013
BlackRock August 2012 - December 2012
Peterson Partners June 2012 - August 2012
Skills
Microsoft Office, Excel, Market Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Equity Research, Microsoft Excel, Bloomberg, Finance, Economics, Corporate Finance, Investments, Alternative Investments, Equity Valuation, Business Valuation, Investment Banking
Education
Brigham Young University
Bachelor of Science, Finance
The Ohio State University
Goldman Sachs July 2014 - Present
BYU Finance Society August 2013 - April 2014
Global Financial Advisors August 2012 - December 2013
Goldman Sachs June 2013 - August 2013
BlackRock August 2012 - December 2012
Peterson Partners June 2012 - August 2012
Skills
Microsoft Office, Excel, Market Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Equity Research, Microsoft Excel, Bloomberg, Finance, Economics, Corporate Finance, Investments, Alternative Investments, Equity Valuation, Business Valuation, Investment Banking
Education
Brigham Young University
Bachelor of Science, Finance
The Ohio State University
Nate Nielsen Nate Nielsen's Peterson Partners Experience November 2013 - May 2014
Job Investment Banking Summer Analyst at William Blair & Company
Industry Accounting
Experience
William Blair & Company May 2014 - Present
Peterson Partners November 2013 - May 2014
The Mower Co. 2011 - 2014
The Church of Jesus Christ of Latter-day Saints 2009 - 2011
Skills
Microsoft Excel, Entrepreneurship, Microsoft Word, Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Accounting
William Blair & Company May 2014 - Present
Peterson Partners November 2013 - May 2014
The Mower Co. 2011 - 2014
The Church of Jesus Christ of Latter-day Saints 2009 - 2011
Skills
Microsoft Excel, Entrepreneurship, Microsoft Word, Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Stuart Roach's Peterson Partners Experience January 2010 - June 2010
Job Account Executive at Domo, Enabling Business Leaders to Make DataDriven RealTime Decisions
Industry Internet
Experience
Domo, Inc. April 2015 - Present
Domo, Inc. January 2013 - March 2015
EveryoneSocial – Employee Advocacy Platform January 2012 - December 2012
Morgan Stanley Smith Barney July 2011 - September 2011
Brigham Young University April 2010 - April 2011
National Capital Partners June 2010 - September 2010
Peterson Partners January 2010 - June 2010
JP Morgan Chase September 2009 - January 2010
Skills
Social Media Marketing, Social Media, Social Skills, Sales, Salesforce.com, Networking, Financial Analysis, Spanish, SaaS, Lead Generation, Financial Modeling, Market Research, Marketing, Leadership, Direct Sales, Strategy, E-commerce, Competitive Analysis, Business Strategy, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Domo, Inc. April 2015 - Present
Domo, Inc. January 2013 - March 2015
EveryoneSocial – Employee Advocacy Platform January 2012 - December 2012
Morgan Stanley Smith Barney July 2011 - September 2011
Brigham Young University April 2010 - April 2011
National Capital Partners June 2010 - September 2010
Peterson Partners January 2010 - June 2010
JP Morgan Chase September 2009 - January 2010
Skills
Social Media Marketing, Social Media, Social Skills, Sales, Salesforce.com, Networking, Financial Analysis, Spanish, SaaS, Lead Generation, Financial Modeling, Market Research, Marketing, Leadership, Direct Sales, Strategy, E-commerce, Competitive Analysis, Business Strategy, Marketing Strategy, Entrepreneurship
Education
Brigham Young University 2006 — 2011
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Rick Durham Rick Durham's Peterson Partners Experience 2003 - 2007
Job Chairman, Founder, Aries Capital Partners
Industry Capital Markets
Experience
Aries Capital Partners 2007 - Present
Peterson Partners 2003 - 2007
Pliant Corporation 1997 - 2003
Huntsman Corporation 1987 - 1997
Skills
International Business..., Venture Capital, Emerging Technologies, Entrepreneurship, Private Equity, Start-ups, Real Estate Development, Franchising, Market Entry, Mergers, Due Diligence, Competitive Analysis, Finance, Corporate Development, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Executive Management, Business Planning, Emerging Growth..., Financial Analysis, Business Strategy, Valuation, Turn Around Management, New Business Development, Private Placements, IPO, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance, Accounting
Aries Capital Partners 2007 - Present
Peterson Partners 2003 - 2007
Pliant Corporation 1997 - 2003
Huntsman Corporation 1987 - 1997
Skills
International Business..., Venture Capital, Emerging Technologies, Entrepreneurship, Private Equity, Start-ups, Real Estate Development, Franchising, Market Entry, Mergers, Due Diligence, Competitive Analysis, Finance, Corporate Development, Financial Modeling, Corporate Finance, Investments, Mergers & Acquisitions, Executive Management, Business Planning, Emerging Growth..., Financial Analysis, Business Strategy, Valuation, Turn Around Management, New Business Development, Private Placements, IPO, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Finance, Accounting
Monica Jensen Monica Jensen's Peterson Partners Experience 2004 - 2007
Job Controller at DW Healthcare Partners
Industry Venture Capital & Private Equity
Experience
DW Healthcare Partners June 2007 - Present
Peterson Partners 2004 - 2007
Quellos Group, LLC 2002 - 2004
Arthur Andersen & Co. 1999 - 2001
EY 1998 - 1999
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor's Degree, Business Administration
DW Healthcare Partners June 2007 - Present
Peterson Partners 2004 - 2007
Quellos Group, LLC 2002 - 2004
Arthur Andersen & Co. 1999 - 2001
EY 1998 - 1999
Education
Emory University - Goizueta Business School 1994 — 1998
Bachelor's Degree, Business Administration
Jason Reading Jason Reading's Peterson Partners Experience 2004 - 2007
Job Partner at Aries Capital Partners
Industry Venture Capital & Private Equity
Experience
Aries Capital Partners 2007 - Present
Peterson Partners 2004 - 2007
Leucadia National Corporation 2001 - 2003
Skills
Business Strategy, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity, Growth Capital, Entrepreneurship, Business Modeling, Corporate Finance, Valuation, Investments, Buyouts, Strategy, Start-ups, Mergers, Real Estate, Carve-outs, Capital, LBO, Venture Financing, Recapitalizations, Business Valuation, Deal Sourcing
Education
Brigham Young University
Brigham Young University
Brigham Young University
Brigham Young University
Harvard Business School
Aries Capital Partners 2007 - Present
Peterson Partners 2004 - 2007
Leucadia National Corporation 2001 - 2003
Skills
Business Strategy, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity, Growth Capital, Entrepreneurship, Business Modeling, Corporate Finance, Valuation, Investments, Buyouts, Strategy, Start-ups, Mergers, Real Estate, Carve-outs, Capital, LBO, Venture Financing, Recapitalizations, Business Valuation, Deal Sourcing
Education
Brigham Young University
Brigham Young University
Brigham Young University
Brigham Young University
Harvard Business School
Wei Guo's Peterson Partners Experience May 2013 - August 2013
Job Investment Banking Analyst at Credit Suisse
Industry Higher Education
Experience
Credit Suisse July 2015 - Present
Greener Ventures, LLC September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Peterson Partners May 2013 - August 2013
MoneyDesktop August 2012 - May 2013
Scalar Partners September 2012 - December 2012
Skills
Valuation, Chinese, Chinese culture, Chinese history, Financial Modeling, Capital IQ, Market Research, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Investment Banking, Investments, Private Equity, Finance, Bloomberg, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equity Research, Economics, Venture Capital, Equity Valuation, Analysis, Chinese History
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Accounting
Credit Suisse July 2015 - Present
Greener Ventures, LLC September 2014 - May 2015
Credit Suisse June 2014 - August 2014
Peterson Partners May 2013 - August 2013
MoneyDesktop August 2012 - May 2013
Scalar Partners September 2012 - December 2012
Skills
Valuation, Chinese, Chinese culture, Chinese history, Financial Modeling, Capital IQ, Market Research, Financial Analysis, Corporate Finance, Due Diligence, Business Valuation, Investment Banking, Investments, Private Equity, Finance, Bloomberg, Capital Markets, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equity Research, Economics, Venture Capital, Equity Valuation, Analysis, Chinese History
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Accounting
Daniel Jimenez's Peterson Partners Experience May 2014 - April 2015
Job COO / CFO at Chatbooks
Industry Internet
Experience
Chatbooks May 2015 - Present
BYU Cougar Capital May 2014 - April 2015
Peterson Partners May 2014 - April 2015
Accenture Strategy June 2014 - August 2014
Stackpole Engineering Services May 2011 - April 2014
Novatek January 2010 - April 2011
Richard Petty Motorsports May 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Leadership, Management, Strategy, Financial Modeling, Financial Analysis, Product Development, Venture Capital, Project Management, Product Management, Management Consulting, Mergers & Acquisitions, Private Equity, Competitive Analysis, LBO, Valuation, Portfolio Management, Pro Engineer, Simulations, Vehicle Dynamics, Matlab, Manufacturing, Product Design, Data Acquisition, Testing, Finite Element Analysis, CAD
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy, Hawes Scholar
Brigham Young University 2007 — 2011
Bachelor of Science, Mechanical Engineering
Chatbooks May 2015 - Present
BYU Cougar Capital May 2014 - April 2015
Peterson Partners May 2014 - April 2015
Accenture Strategy June 2014 - August 2014
Stackpole Engineering Services May 2011 - April 2014
Novatek January 2010 - April 2011
Richard Petty Motorsports May 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Leadership, Management, Strategy, Financial Modeling, Financial Analysis, Product Development, Venture Capital, Project Management, Product Management, Management Consulting, Mergers & Acquisitions, Private Equity, Competitive Analysis, LBO, Valuation, Portfolio Management, Pro Engineer, Simulations, Vehicle Dynamics, Matlab, Manufacturing, Product Design, Data Acquisition, Testing, Finite Element Analysis, CAD
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA), Finance & Strategy, Hawes Scholar
Brigham Young University 2007 — 2011
Bachelor of Science, Mechanical Engineering
Aaron Gabbart's Peterson Partners Experience May 2013 - Present
Job Search Fund Investor at Peterson Partners
Industry Venture Capital & Private Equity
Experience
Peterson Partners May 2013 - Present
BenefitGuard May 2013 - Present
BenefitGuard August 2009 - April 2013
US Treasury May 2009 - July 2009
HN Capital 2008 - 2008
The Montecito Companies 2006 - 2007
Centex Homes 2006 - 2006
Skills
New Business Development, Strategic Financial..., Corporate Finance, 401k, Investments, Defined Benefit, ERISA, Real Estate, Retirement, Employee Benefits, Tax, Asset Management, Retirement Planning, Asset Managment, Investment Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Search Funds, Start-ups, Venture Capital
Education
BYU 2007 — 2008
MBA, Strategy & Entrepreneurship
BYU 1999 — 2005
BS, Finance
Peterson Partners May 2013 - Present
BenefitGuard May 2013 - Present
BenefitGuard August 2009 - April 2013
US Treasury May 2009 - July 2009
HN Capital 2008 - 2008
The Montecito Companies 2006 - 2007
Centex Homes 2006 - 2006
Skills
New Business Development, Strategic Financial..., Corporate Finance, 401k, Investments, Defined Benefit, ERISA, Real Estate, Retirement, Employee Benefits, Tax, Asset Management, Retirement Planning, Asset Managment, Investment Management, Private Equity, Mergers & Acquisitions, Portfolio Management, Search Funds, Start-ups, Venture Capital
Education
BYU 2007 — 2008
MBA, Strategy & Entrepreneurship
BYU 1999 — 2005
BS, Finance
Heather Jensen Heather Jensen's Peterson Partners Experience July 2007 - February 2013
Job CFO at Blue Diamond Capital
Industry Venture Capital & Private Equity
Experience
Blue Diamond Capital March 2013 - Present
Peterson Partners July 2007 - February 2013
1-800 CONTACTS November 2004 - June 2007
Ernst & Young September 2000 - November 2004
Education
Brigham Young University 1995 — 2000
MAcc, Professional Accountancy
Highland High
Blue Diamond Capital March 2013 - Present
Peterson Partners July 2007 - February 2013
1-800 CONTACTS November 2004 - June 2007
Ernst & Young September 2000 - November 2004
Education
Brigham Young University 1995 — 2000
MAcc, Professional Accountancy
Highland High
Larry Cook Larry Cook's Peterson Partners Experience March 2004 - April 2011
Job Managing Director at Dakota Pacific
Industry Venture Capital & Private Equity
Experience
Dakota Pacific October 2012 - Present
Guardsman Holdings May 2011 - Present
Peterson Partners March 2004 - April 2011
Ballard Spahr LLP June 2002 - February 2004
Sullivan & Cromwell LLP 1999 - 2002
Lazard Freres & Co. May 1998 - August 1998
Senate Judiciary Committee May 1997 - August 1997
Skills
Private Equity, Investments, Venture Capital, Due Diligence, Mergers, Private Placements, Financial Modeling, Corporate Finance, Recapitalizations, Start-ups, Growth Capital, Valuation, Entrepreneurship, Joint Ventures, Buyouts, Financial Analysis, Mezzanine, Securities Offerings, Securities Regulation, LBO, Mergers & Acquisitions, Corporate Development, Strategy, Finance, Business Strategy, Divestitures, M&A experience, Capital Raising, Investment Banking, Business Valuation, Angel Investing, Capital, Leveraged Finance, Venture Financing
Education
Stanford University 1989 — 1995
BA
Brigham Young University 1995 — 1999
JD/MBA
Dakota Pacific October 2012 - Present
Guardsman Holdings May 2011 - Present
Peterson Partners March 2004 - April 2011
Ballard Spahr LLP June 2002 - February 2004
Sullivan & Cromwell LLP 1999 - 2002
Lazard Freres & Co. May 1998 - August 1998
Senate Judiciary Committee May 1997 - August 1997
Skills
Private Equity, Investments, Venture Capital, Due Diligence, Mergers, Private Placements, Financial Modeling, Corporate Finance, Recapitalizations, Start-ups, Growth Capital, Valuation, Entrepreneurship, Joint Ventures, Buyouts, Financial Analysis, Mezzanine, Securities Offerings, Securities Regulation, LBO, Mergers & Acquisitions, Corporate Development, Strategy, Finance, Business Strategy, Divestitures, M&A experience, Capital Raising, Investment Banking, Business Valuation, Angel Investing, Capital, Leveraged Finance, Venture Financing
Education
Stanford University 1989 — 1995
BA
Brigham Young University 1995 — 1999
JD/MBA
Jim Nelson Jim Nelson's Peterson Partners Experience 2007 - 2009
Job CEO at Solar 3D
Industry Renewables & Environment
Experience
Solar 3D August 2010 - Present
Millennial Capital Partners 1991 - 2010
Peterson Partners 2007 - 2009
Banana Republic 1986 - 1988
Skills
Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Financial Modeling, Mergers, Valuation, Investments, Corporate Finance, Financial Analysis, Investment Banking, Business Strategy, Business Development, Start-ups, Angel Investing, Venture Financing, Corporate Development, Growth Capital, Capital Raising, Capital Formation, Mergers & Acquisitions, Business Valuation, Private Placements, Business Planning, M&A experience, Joint Ventures, Strategy, LBO, Executive Management, Acquisitions, Finance, Cleantech, Deal Sourcing, Capital Markets, IPO, Leadership, Capital, Investor Relations, Alternative Investments, Restructuring, Funding, Business Modeling, Structured Finance, Acquisition Integration, Leveraged Finance, SEC filings
Education
Brigham Young University 1976 — 1978
MBA
Solar 3D August 2010 - Present
Millennial Capital Partners 1991 - 2010
Peterson Partners 2007 - 2009
Banana Republic 1986 - 1988
Skills
Venture Capital, Private Equity, Due Diligence, Entrepreneurship, Financial Modeling, Mergers, Valuation, Investments, Corporate Finance, Financial Analysis, Investment Banking, Business Strategy, Business Development, Start-ups, Angel Investing, Venture Financing, Corporate Development, Growth Capital, Capital Raising, Capital Formation, Mergers & Acquisitions, Business Valuation, Private Placements, Business Planning, M&A experience, Joint Ventures, Strategy, LBO, Executive Management, Acquisitions, Finance, Cleantech, Deal Sourcing, Capital Markets, IPO, Leadership, Capital, Investor Relations, Alternative Investments, Restructuring, Funding, Business Modeling, Structured Finance, Acquisition Integration, Leveraged Finance, SEC filings
Education
Brigham Young University 1976 — 1978
MBA
Spencer Clawson's Peterson Partners Experience January 2013 - Present
Job
Industry Venture Capital & Private Equity
Experience
Peterson Partners January 2013 - Present
Credit Suisse June 2012 - August 2012
PwC September 2007 - March 2012
Poems Art Publishing September 2004 - August 2007
Skills
Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Private Equity, Accounting, Financial Modeling, Venture Capital, Carve-outs, Finance, Business Valuation, Entrepreneurship, US GAAP, Corporate Finance, Divestitures, Management, Business Strategy
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Brigham Young University
Master of Business Administration (MBA)
Peterson Partners January 2013 - Present
Credit Suisse June 2012 - August 2012
PwC September 2007 - March 2012
Poems Art Publishing September 2004 - August 2007
Skills
Due Diligence, Valuation, Financial Analysis, Mergers & Acquisitions, Private Equity, Accounting, Financial Modeling, Venture Capital, Carve-outs, Finance, Business Valuation, Entrepreneurship, US GAAP, Corporate Finance, Divestitures, Management, Business Strategy
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Brigham Young University
Master of Business Administration (MBA)
Nathan Rich's Peterson Partners Experience May 2015 - June 2015
Job Managing Director at BYU Cougar Capital
Industry Financial Services
Experience
BYU Cougar Capital May 2015 - Present
Peterson Partners May 2015 - June 2015
Avery Dennison February 2014 - July 2014
Avery Dennison February 2011 - January 2014
Avery Dennison February 2009 - February 2011
Avery Dennison August 2010 - January 2011
Avery Dennison February 2010 - July 2010
Avery Dennison August 2009 - January 2010
Avery Dennison February 2009 - July 2009
Epic Ventures September 2008 - December 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Corporate FP&A, Cross-functional Team..., Variance Analysis, Leadership, Microsoft Excel, Hyperion Enterprise, Budgets, Strategic Planning, Training, Team Building, Strategy, Business Process..., Six Sigma, Financial Reporting, Finance, Analysis, Management, Accounting, Strategic Financial..., Auditing, Project Planning, Managerial Finance, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Financial Planning
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
Brigham Young University - Idaho 2001 — 2008
Bachelor of Science, Business Management
BYU Cougar Capital May 2015 - Present
Peterson Partners May 2015 - June 2015
Avery Dennison February 2014 - July 2014
Avery Dennison February 2011 - January 2014
Avery Dennison February 2009 - February 2011
Avery Dennison August 2010 - January 2011
Avery Dennison February 2010 - July 2010
Avery Dennison August 2009 - January 2010
Avery Dennison February 2009 - July 2009
Epic Ventures September 2008 - December 2008
Skills
Financial Analysis, Forecasting, Financial Modeling, Process Improvement, Corporate FP&A, Cross-functional Team..., Variance Analysis, Leadership, Microsoft Excel, Hyperion Enterprise, Budgets, Strategic Planning, Training, Team Building, Strategy, Business Process..., Six Sigma, Financial Reporting, Finance, Analysis, Management, Accounting, Strategic Financial..., Auditing, Project Planning, Managerial Finance, Corporate Finance, Cost Accounting, Sarbanes-Oxley Act, Financial Planning
Education
Brigham Young University 2014 — 2016
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
Brigham Young University - Idaho 2001 — 2008
Bachelor of Science, Business Management
Trent Call's Peterson Partners Experience January 2009 - April 2009
Job Associate at Global Gaming & Hospitality
Industry Investment Banking
Experience
Global Gaming and Hospitality April 2010 - Present
Westwood Global September 2009 - December 2009
Utah Fund of Funds May 2009 - August 2009
Peterson Partners January 2009 - April 2009
Global Financial Advisors January 2008 - April 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance
Education
Brigham Young University 2007 — 2009
Bachelor of Science, Finance
Global Gaming and Hospitality April 2010 - Present
Westwood Global September 2009 - December 2009
Utah Fund of Funds May 2009 - August 2009
Peterson Partners January 2009 - April 2009
Global Financial Advisors January 2008 - April 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance
Education
Brigham Young University 2007 — 2009
Bachelor of Science, Finance
Eric Higbee's Peterson Partners Experience October 2013 - February 2015
Job Senior Consultant at Protiviti
Industry Management Consulting
Experience
Protiviti February 2015 - Present
Peterson Partners October 2013 - February 2015
Protiviti January 2013 - October 2013
State of Utah April 2010 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Budgets
Education
Southern Utah University 2009 — 2010
Master's Degree, Accounting
Southern Utah University 2005 — 2009
Bachelor's Degree, Accounting
Protiviti February 2015 - Present
Peterson Partners October 2013 - February 2015
Protiviti January 2013 - October 2013
State of Utah April 2010 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Budgets
Education
Southern Utah University 2009 — 2010
Master's Degree, Accounting
Southern Utah University 2005 — 2009
Bachelor's Degree, Accounting
Nathan Fernsten's Peterson Partners Experience February 2009 - April 2009
Job Senior Associate, M&A Tax at KPMG US
Industry Accounting
Experience
KPMG US May 2013 - September 2014
Peterson Partners February 2009 - April 2009
Balboa Enterprises March 2008 - June 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Due Diligence, Bloomberg, Microsoft Excel, Credit Analysis, Portfolio Management, Data Analysis, Mergers, Capital Markets, Investment Banking, Private Equity, Equities, Microsoft Office, Finance, Economics, Financial Reporting, Financial Accounting, Mergers & Acquisitions, Accounting
Education
University of California, Hastings College of the Law 2009 — 2012
J.D.
Brigham Young University 2002 — 2009
B.S./M.S.
KPMG US May 2013 - September 2014
Peterson Partners February 2009 - April 2009
Balboa Enterprises March 2008 - June 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Corporate Finance, Due Diligence, Bloomberg, Microsoft Excel, Credit Analysis, Portfolio Management, Data Analysis, Mergers, Capital Markets, Investment Banking, Private Equity, Equities, Microsoft Office, Finance, Economics, Financial Reporting, Financial Accounting, Mergers & Acquisitions, Accounting
Education
University of California, Hastings College of the Law 2009 — 2012
J.D.
Brigham Young University 2002 — 2009
B.S./M.S.
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial