Plexus Capital, LLC
Industry: Capital market company
DescriptionFounded: 2005
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Plexus Capital, LLC Employees
Employee
Years
Job
Industry
Andrew Bass Andrew Bass's Plexus Capital, LLC Experience September 2014 - May 2015
Job AMG Development Program Associate at PNC
Industry
Experience
PNC July 2015 - Present
Plexus Capital, LLC September 2014 - May 2015
National Cardiovascular Partners, LP July 2014 - August 2014
Protean® LLC June 2009 - August 2009
Skills
Stata, Management, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, CSS, HTML, JavaScript, Scuba Diving, Fishing, Travel, English, PowerPoint, Public Speaking, Social Media, Teamwork, Research, Social Networking, Event Planning, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS) Biology, Bachelor of Arts (BA) Economics, Minor in Chemistry, '15
PNC July 2015 - Present
Plexus Capital, LLC September 2014 - May 2015
National Cardiovascular Partners, LP July 2014 - August 2014
Protean® LLC June 2009 - August 2009
Skills
Stata, Management, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, CSS, HTML, JavaScript, Scuba Diving, Fishing, Travel, English, PowerPoint, Public Speaking, Social Media, Teamwork, Research, Social Networking, Event Planning, Leadership
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (BS) Biology, Bachelor of Arts (BA) Economics, Minor in Chemistry, '15
Justin Pence Justin Pence's Plexus Capital, LLC Experience February 2014 - August 2014
Job Global Supply Chain Resale Intern at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric May 2015 - Present
Plexus Capital, LLC February 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Time Management, Public Speaking, Data Analysis
Education
North Carolina State University 2011 — 2015
Schneider Electric May 2015 - Present
Plexus Capital, LLC February 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Time Management, Public Speaking, Data Analysis
Education
North Carolina State University 2011 — 2015
Julie Ungaro's Plexus Capital, LLC Experience August 2014 - Present
Job Senior Executive Assistant at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC August 2014 - Present
North Carolina Biotechnology Center August 2008 - August 2014
Biolex Therapeutics, Inc. January 2005 - August 2008
Skills
Business Planning, Executive..., Administrative..., Lifesciences, Pharmaceutical Industry, Organization, Biotechnology, Research, Nonprofits, PowerPoint, Drug Development, Commercialization, Biopharmaceuticals, Administrative...
Education
North Middlesex Regional High School 1975 — 1979
High School Diploma
Rivier College
attended, accomplished 2 yrs, Business Administration and Management, General
Plexus Capital, LLC August 2014 - Present
North Carolina Biotechnology Center August 2008 - August 2014
Biolex Therapeutics, Inc. January 2005 - August 2008
Skills
Business Planning, Executive..., Administrative..., Lifesciences, Pharmaceutical Industry, Organization, Biotechnology, Research, Nonprofits, PowerPoint, Drug Development, Commercialization, Biopharmaceuticals, Administrative...
Education
North Middlesex Regional High School 1975 — 1979
High School Diploma
Rivier College
attended, accomplished 2 yrs, Business Administration and Management, General
John Christian Farmer's Plexus Capital, LLC Experience August 2014 - December 2014
Job Director of Finance at the Eve Carson Scholarship
Industry Banking
Experience
Eve Carson Scholarship Executive Committee August 2013 - Present
Wells Fargo Securities June 2015 - August 2015
Plexus Capital, LLC August 2014 - December 2014
DealCloud, Inc. May 2014 - August 2014
Office of Undergraduate Admissions at the University of North Carolina at Chapel Hill August 2013 - May 2014
Global Linking Solutions May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Solidworks, CRM, Matlab, Networking, Grade 8 USSF Certified..., Integration, PowerPoint, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Clemson University 2012 — 2013
Bachelor of Science (BS), Mechanical Engineering Track
Charlotte Catholic High School 2008 — 2012
Eve Carson Scholarship Executive Committee August 2013 - Present
Wells Fargo Securities June 2015 - August 2015
Plexus Capital, LLC August 2014 - December 2014
DealCloud, Inc. May 2014 - August 2014
Office of Undergraduate Admissions at the University of North Carolina at Chapel Hill August 2013 - May 2014
Global Linking Solutions May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Powerpoint, Solidworks, CRM, Matlab, Networking, Grade 8 USSF Certified..., Integration, PowerPoint, Customer Service
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Clemson University 2012 — 2013
Bachelor of Science (BS), Mechanical Engineering Track
Charlotte Catholic High School 2008 — 2012
Andrew Cooney's Plexus Capital, LLC Experience May 2014 - August 2014
Job Analyst at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group June 2015 - Present
TigerFund May 2014 - May 2015
Hampden-Sydney College August 2013 - May 2015
Interfraternity Council February 2014 - March 2015
Sigma Alpha Epsilon Fraternity December 2013 - January 2015
Plexus Capital, LLC May 2014 - August 2014
FalconBridge Capital Markets, LLC May 2013 - August 2013
Sigma Alpha Epsilon Fraternity August 2012 - May 2013
Moonpie General Store May 2012 - July 2012
Skills
Management, Analysis, Budgets, Finance, Recruiting, Investments, Sales, Administration, Databases, Community Outreach, Merchandising, Research, Data Analysis, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, PowerPoint
Education
Hampden-Sydney College 2011 — 2015
Bachelor's degree, Economics
Charlotte Latin School 2001 — 2011
Carlisle & Gallagher Consulting Group June 2015 - Present
TigerFund May 2014 - May 2015
Hampden-Sydney College August 2013 - May 2015
Interfraternity Council February 2014 - March 2015
Sigma Alpha Epsilon Fraternity December 2013 - January 2015
Plexus Capital, LLC May 2014 - August 2014
FalconBridge Capital Markets, LLC May 2013 - August 2013
Sigma Alpha Epsilon Fraternity August 2012 - May 2013
Moonpie General Store May 2012 - July 2012
Skills
Management, Analysis, Budgets, Finance, Recruiting, Investments, Sales, Administration, Databases, Community Outreach, Merchandising, Research, Data Analysis, Financial Analysis, Leadership, Public Speaking, Microsoft Excel, PowerPoint
Education
Hampden-Sydney College 2011 — 2015
Bachelor's degree, Economics
Charlotte Latin School 2001 — 2011
Rory Julyan Rory Julyan's Plexus Capital, LLC Experience December 2013 - August 2014
Job Business Development at Murphy Geomatics
Industry Financial Services
Experience
Murphy Geomatics July 2014 - Present
Plexus Capital, LLC December 2013 - August 2014
Marlins of Raleigh June 2013 - August 2014
Wolfpack Elite June 2013 - July 2014
African Gateway (SA Stock Brokers) June 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Teamwork, Microsoft Excel, Customer Service, Research, Java, Social Media, Salesforce.com, CAD, VBA
Education
SKEMA Business School 2014 — 2015
Master's degree, Investments and Securities
Wingate University 2009 — 2013
Bachelor of Science (BSc), Finance and Economics
Bishops Diocesan College 2002 — 2008
Murphy Geomatics July 2014 - Present
Plexus Capital, LLC December 2013 - August 2014
Marlins of Raleigh June 2013 - August 2014
Wolfpack Elite June 2013 - July 2014
African Gateway (SA Stock Brokers) June 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Public Speaking, Team Leadership, Teamwork, Microsoft Excel, Customer Service, Research, Java, Social Media, Salesforce.com, CAD, VBA
Education
SKEMA Business School 2014 — 2015
Master's degree, Investments and Securities
Wingate University 2009 — 2013
Bachelor of Science (BSc), Finance and Economics
Bishops Diocesan College 2002 — 2008
Ben Theye Ben Theye's Plexus Capital, LLC Experience October 2013 - October 2014
Job FP&A Analyst at MaxPoint
Industry Financial Services
Experience
MaxPoint January 2015 - Present
GridLogik Inc. October 2014 - January 2015
Plexus Capital, LLC October 2013 - October 2014
GridLogik Inc. May 2012 - August 2013
Oryza April 2012 - December 2012
Skills
Mobile Applications, Marketing Strategy, Entrepreneurship, Online Marketing, E-commerce, Start-ups, Social Media Marketing, Research, Online Advertising, Digital Marketing, Financial Analysis, Financial Modeling, Salesforce.com, Pitch Books, Slide Decks, Due Diligence, Operational Excellence, Valuation, Private Equity, Subordinated Debt, Public Relations, Spanish-speaking, Social Media
Education
University of North Carolina at Chapel Hill 2008 — 2013
Economics, (BA); Biology, (BS); Chemistry, (Minor), 3.5
MaxPoint January 2015 - Present
GridLogik Inc. October 2014 - January 2015
Plexus Capital, LLC October 2013 - October 2014
GridLogik Inc. May 2012 - August 2013
Oryza April 2012 - December 2012
Skills
Mobile Applications, Marketing Strategy, Entrepreneurship, Online Marketing, E-commerce, Start-ups, Social Media Marketing, Research, Online Advertising, Digital Marketing, Financial Analysis, Financial Modeling, Salesforce.com, Pitch Books, Slide Decks, Due Diligence, Operational Excellence, Valuation, Private Equity, Subordinated Debt, Public Relations, Spanish-speaking, Social Media
Education
University of North Carolina at Chapel Hill 2008 — 2013
Economics, (BA); Biology, (BS); Chemistry, (Minor), 3.5
Lisa Dunning, CPA Lisa Dunning, CPA's Plexus Capital, LLC Experience April 2013 - Present
Job Director of Accounting at Plexus Capital, LLC
Industry Accounting
Experience
Plexus Capital, LLC April 2013 - Present
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Small Business, CPA, GAAP, Tax, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Bookkeeping, Account Reconciliation, Payroll Taxes, Payroll, Managerial Finance, Preparation, Cost Accounting, Cash Flow, Journal Entries, Sales Tax, Financial Analysis, Fixed Assets, General Ledger, Tax Accounting, Accruals, Mas 90, Accounting Applications, Job Costing, Fund Accounting, Accountants, Budget Process, Tax Preparation, Peachtree, Bank Reconciliation, Quicken, Balance Sheet, Depreciation, Accounting System, Year-end Close, Partnership Taxation, Variance Analysis
Education
University of North Carolina at Greensboro 1991 — 1994
BS, Accounting
Plexus Capital, LLC April 2013 - Present
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Small Business, CPA, GAAP, Tax, Financial Reporting, US GAAP, Financial Accounting, Financial Statements, Bookkeeping, Account Reconciliation, Payroll Taxes, Payroll, Managerial Finance, Preparation, Cost Accounting, Cash Flow, Journal Entries, Sales Tax, Financial Analysis, Fixed Assets, General Ledger, Tax Accounting, Accruals, Mas 90, Accounting Applications, Job Costing, Fund Accounting, Accountants, Budget Process, Tax Preparation, Peachtree, Bank Reconciliation, Quicken, Balance Sheet, Depreciation, Accounting System, Year-end Close, Partnership Taxation, Variance Analysis
Education
University of North Carolina at Greensboro 1991 — 1994
BS, Accounting
Barrett Biringer Barrett Biringer's Plexus Capital, LLC Experience June 2014 - Present
Job Associate at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Plexus Capital, LLC June 2014 - Present
The Home Depot May 2013 - August 2013
Triangle Capital Corporation March 2013 - May 2013
SunTrust Robinson Humphrey January 2010 - July 2012
Stephens Inc. June 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Investment Banking, Credit Risk, Leveraged Lending, Cash Flow Lending, Financial Statement..., Banking, Underwriting, Portfolio Management, Due Diligence
Education
Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Georgia 2005 — 2009
Bachelor of Business Administration (BBA), Finance, Real Estate
Katie Cohen Katie Cohen's Plexus Capital, LLC Experience September 2015 - Present
Job Associate at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC September 2015 - Present
Thomas H. Lee Partners July 2014 - August 2015
Credit Suisse 2012 - June 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, DCF, Microsoft Excel, PowerPoint, LBO, Valuation, Corporate Finance, Entrepreneurship, Mergers, Public Speaking, Management, Event Planning, Nonprofits
Education
Georgetown University 2008 — 2012
Economics
Greensboro Day School 1995 — 2008
Plexus Capital, LLC September 2015 - Present
Thomas H. Lee Partners July 2014 - August 2015
Credit Suisse 2012 - June 2014
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse 2011 - 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, DCF, Microsoft Excel, PowerPoint, LBO, Valuation, Corporate Finance, Entrepreneurship, Mergers, Public Speaking, Management, Event Planning, Nonprofits
Education
Georgetown University 2008 — 2012
Economics
Greensboro Day School 1995 — 2008
Bradley Pence Bradley Pence's Plexus Capital, LLC Experience May 2014 - Present
Job Associate at Plexus Capital, LLC
Industry Financial Services
Experience
Plexus Capital, LLC May 2014 - Present
Plexus Capital, LLC June 2012 - May 2014
Skills
Due Diligence, Financial Modeling, Asset Managment, Private Equity, Portfolio Management
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, Political Science
Plexus Capital, LLC May 2014 - Present
Plexus Capital, LLC June 2012 - May 2014
Skills
Due Diligence, Financial Modeling, Asset Managment, Private Equity, Portfolio Management
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance, Political Science
Michael Painter Michael Painter's Plexus Capital, LLC Experience November 2004 - Present
Job Managing Partner of Plexus Capital, LLC
Industry Investment Management
Experience
Plexus Capital, LLC November 2004 - Present
Endurance Capital May 2004 - October 2004
Triangle Capital Corporation January 2003 - April 2004
Erskine Bowles for US Senate January 2002 - December 2002
RBC August 1999 - December 2001
Donaldson, Lufkin & Jenrette January 1997 - July 1999
RBC June 1995 - December 1996
Skills
Private Equity, Alternative Investments, Portfolio Management, Investments
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business
Plexus Capital, LLC November 2004 - Present
Endurance Capital May 2004 - October 2004
Triangle Capital Corporation January 2003 - April 2004
Erskine Bowles for US Senate January 2002 - December 2002
RBC August 1999 - December 2001
Donaldson, Lufkin & Jenrette January 1997 - July 1999
RBC June 1995 - December 1996
Skills
Private Equity, Alternative Investments, Portfolio Management, Investments
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business
AJ Hamel AJ Hamel's Plexus Capital, LLC Experience May 2015 - August 2015
Job Public Investments Intern at UNC Management Company
Industry Venture Capital & Private Equity
Experience
UNC Management Company May 2014 - Present
Plexus Capital, LLC May 2015 - August 2015
Entrepreneurial Initiative January 2013 - May 2014
New England Venture Capital Association May 2013 - August 2013
Skills
Entrepreneurship, Private Equity, Start-ups, Venture Capital, Microsoft Office, Research, Teamwork, Public Speaking, Team Leadership, Due Diligence, Interpersonal..., Management, Business Strategy, Business Planning, Venture Financing, Start-up Ventures, New Venture Development, Hedge Funds
Education
University of North Carolina at Chapel Hill
UNC Management Company May 2014 - Present
Plexus Capital, LLC May 2015 - August 2015
Entrepreneurial Initiative January 2013 - May 2014
New England Venture Capital Association May 2013 - August 2013
Skills
Entrepreneurship, Private Equity, Start-ups, Venture Capital, Microsoft Office, Research, Teamwork, Public Speaking, Team Leadership, Due Diligence, Interpersonal..., Management, Business Strategy, Business Planning, Venture Financing, Start-up Ventures, New Venture Development, Hedge Funds
Education
University of North Carolina at Chapel Hill
Ginny Chiarello's Plexus Capital, LLC Experience June 2015 - Present
Job Portfolio Manager at Plexus Capital, LLC
Industry Investment Management
Experience
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Plexus Capital, LLC June 2015 - Present
Piedmont Investment Advisors April 2014 - June 2015
Piedmont Investment Advisors September 2012 - March 2014
Piedmont Investment Advisors June 2010 - September 2012
BMO Capital Markets July 2007 - May 2010
PSP Icon August 2006 - December 2006
ING Clarion Capital June 2004 - June 2005
CRA RogersCasey June 2003 - June 2004
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Financial Analysis, Equity Research, Investments, Investment Management, Asset Managment, Capital Markets, Due Diligence, Series 7, Financial Services
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2006
MBA, International Business, 4.0/4.0
IAE FRANCE - Écoles Universitaires de Management 2005 — 2006
MA, International Management
Universidade Federal do Rio de Janeiro 2006 — 2006
International Business
Brown University 1998 — 2002
BA, Business Economics
New Canaan High School 1994 — 1998
Mary Elizabeth Camp's Plexus Capital, LLC Experience April 2011 - Present
Job Plexus Capital
Industry Financial Services
Experience
Plexus Capital, LLC April 2011 - Present
Skills
Marketing, Strategic Planning, Strategy, Marketing Strategy, Business Strategy, Business Development, Strategic Partnerships, Mergers & Acquisitions, Social Media, Leadership, Start-ups, Business Planning, Entrepreneurship, Financial Analysis, Management
Education
North Carolina State University 1995 — 1999
Plexus Capital, LLC April 2011 - Present
Skills
Marketing, Strategic Planning, Strategy, Marketing Strategy, Business Strategy, Business Development, Strategic Partnerships, Mergers & Acquisitions, Social Media, Leadership, Start-ups, Business Planning, Entrepreneurship, Financial Analysis, Management
Education
North Carolina State University 1995 — 1999
Cameron Coley's Plexus Capital, LLC Experience February 2015 - Present
Job Business Development at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC February 2015 - Present
INVISTA May 2011 - January 2015
CAPTRUST June 2010 - April 2011
North Carolina Textile Foundation July 2009 - January 2010
Applied Thermoplastic Resources January 2006 - July 2009
Education
North Carolina State University - College of Management 2009 — 2011
Master, Business Administration
North Carolina State University 2001 — 2005
Bachelor of Science, Textile Management
Woodberry Forest School 1997 — 2001
Plexus Capital, LLC February 2015 - Present
INVISTA May 2011 - January 2015
CAPTRUST June 2010 - April 2011
North Carolina Textile Foundation July 2009 - January 2010
Applied Thermoplastic Resources January 2006 - July 2009
Education
North Carolina State University - College of Management 2009 — 2011
Master, Business Administration
North Carolina State University 2001 — 2005
Bachelor of Science, Textile Management
Woodberry Forest School 1997 — 2001
Alex Bean's Plexus Capital, LLC Experience March 2010 - Present
Job Vice President at Plexus Capital, LLC
Industry Venture Capital & Private Equity
Experience
Plexus Capital, LLC March 2010 - Present
BB&T Capital Markets July 2007 - March 2010
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration, Business Administration
Plexus Capital, LLC March 2010 - Present
BB&T Capital Markets July 2007 - March 2010
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science in Business Administration, Business Administration
Charles Cranford's Plexus Capital, LLC Experience 2014 - 2014
Job Student at University of North Carolina at Chapel Hill
Industry Market Research
Experience
Plexus Capital, LLC 2014 - 2014
Education
UNC Chapel Hill 2010 — 2013
Plexus Capital, LLC 2014 - 2014
Education
UNC Chapel Hill 2010 — 2013
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