Three Bridge Wealth Advisors, LLC
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Three Bridge Wealth Advisors, LLC Employees
Frank, Rimerman + Co. LLP June 2013 - September 2013
Fantasy Hip Hop June 2011 - September 2011
Three Bridge Wealth Advisors, LLC June 2011 - September 2011
Xpert Financial June 2010 - September 2010
Skills
Marketing, Management, Leadership, Customer Service, CRM, Accounting, PowerPoint, Microsoft Excel, Market Research, Social Networking, Access, Time Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
B.S. in Business Administration
Pantheon Ventures September 2015 - Present
BlackRock August 2013 - August 2015
Three Bridge Wealth Advisors, LLC May 2012 - September 2012
UBS Wealth Management June 2011 - September 2011
Skills
Entrepreneurship, International Relations, Research, Economics, Spanish, Political Science, Data Analysis, Policy Analysis, Politics, International..., Public Speaking, Teamwork, Government, Market Research, Qualitative Research
Education
Stanford University 2010 — 2013
Bachelor of Arts (B.A.), International Relations and National Security Studies
BlackRock August 2015 - Present
The Bucknellian August 2013 - May 2015
Bucknell University August 2012 - May 2015
Student Managed Investment Fund April 2014 - April 2015
Three Bridge Wealth Advisors, LLC May 2014 - August 2014
Van Hulzen Asset Management May 2014 - August 2014
The Head-Royce Summer Enrichment Program June 2011 - August 2013
San Francisco Regional Center May 2012 - August 2012
National Center for Youth Law May 2011 - May 2011
Skills
Microsoft Excel, Economics, PowerPoint, Microsoft Word, Microsoft Office, Research, Statistics, SPSS, Data Analysis, Spanish, Management, Teaching, Higher Education, Public Speaking, Fundraising, Social Media
Education
Bucknell University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance, Senior
The Head-Royce School 2007 — 2011
High School Diploma
The Julia Morgan School for Girls 2004 — 2007
Three Bridge Wealth Advisors, LLC January 2015 - Present
Sand Hill Angels December 2014 - Present
JE Model Management November 2013 - Present
Classical Piano January 2008 - Present
United States Venture Partners September 2014 - December 2014
The David and Lucile Packard Foundation June 2014 - September 2014
C.M. Capital Advisors October 2013 - January 2014
Exalt Model and Talent Agency LLC March 2012 - June 2013
Education
California State University-Sacramento 2009 — 2011
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Folsom Lake College 2006 — 2009
Associate's Degree, General Studies
Newmark Cornish & Carey July 2015 - Present
Hewins Financial Wipfli Hewins September 2013 - April 2015
Hewins Financial Wipfli Hewins March 2012 - August 2013
Hewins Financial Wipfli Hewins September 2011 - February 2012
Three Bridge Wealth Advisors, LLC July 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - August 2011
UC Davis, Graduate School of Management March 2011 - June 2011
California-Asia Business Council September 2010 - October 2010
Skills
Tenant Representation, Lease Negotiations, Corporate Real Estate, Entrepreneurship, Relationship Building, Strategic Planning, Valuation, Portfolio Management, Business Development, CRM, Shared Office Space, Securities Valuation, Securities Market, Regression Analysis, Project Management, Decision Analysis, Microsoft Office, Key Client Relationships, Maintaining Strong..., Detailed Organization, Market Research, Microsoft Excel, Technical Analysis, Business Intelligence, Social Media, Investments, Wealth Management, Finance, PowerPoint
Education
University of California, Davis 2007 — 2011
BS, Managerial Economics, emphasis on Environmental and Resource Economics
Tel Aviv University 2009 — 2010
Study Abroad, Overseas Program
Egolf Professional Tour March 2015 - Present
TVU Networks September 2013 - March 2014
Three Bridge Wealth Advisors, LLC 2012 - 2012
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), Economics
New East India Company June 2015 - Present
mBlox June 2012 - September 2012
Three Bell Capital December 2011 - March 2012
Morgan Stanley July 2011 - September 2011
Three Bridge Wealth Advisors, LLC January 2011 - June 2011
NASA Ames Research Center January 2009 - June 2009
Skills
Research, Entrepreneurship, Recruiting, Economics, Financial Modeling, Market Research, Competitive Analysis, Investments, Analysis, Portfolio Management, Finance, Strategic Financial..., Microsoft Excel
Education
University of California, Los Angeles 2011 — 2013
Environmental Science, Business/Managerial Economics, Senior
Odd Kapsel November 2014 - April 2015
Carnegie Mellon Tepper School of Business August 2013 - December 2013
Carnegie Mellon Tepper School of Business December 2012 - December 2013
Samsung Electronics America June 2013 - August 2013
HealthTap September 2011 - October 2011
Three Bridge Wealth Advisors, LLC October 2009 - August 2011
Newnex Technology Corp. June 2008 - September 2008
Skills
Product Marketing, Competitive Analysis, Entrepreneurship, Social Media Marketing, Product Management, Data Analysis, Strategic Thinking, Go-to-market Strategy, Market Research, Market Intelligence, Competitive Intelligence, Market Analysis, Marketing Strategy, SAS, SQL, SPSS, HTML + CSS, Web Design, Process Improvement, Technical Writing, Mind Mapping, Google Analytics, E-commerce, Social Media, Negotiation
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing and Quantitative Analysis
University of California, Davis 2005 — 2009
Bachelor of Arts, Economics
SolarCity August 2015 - Present
SolarCity September 2014 - July 2015
SolarCity July 2014 - August 2014
Stanford University September 2009 - March 2014
Coaching Corps September 2011 - December 2013
Three Bridge Wealth Advisors, LLC June 2013 - September 2013
Responsys July 2012 - September 2012
Tensegrity Technologies June 2011 - August 2011
Skills
Social Media, Data Analysis, Marketing, Public Speaking, Sales, Sports, Business Development, Salesforce.com, PowerPoint, Research, Social Media Marketing, Entrepreneurship, Financial Analysis, Market Research, Customer Satisfaction, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Microsoft Word, Leadership, Sales Management, Management, Customer Service
Education
Stanford University 2009 — 2013
Bachelor's Degree, Political Science
Lewis Central High School 2005 — 2009
4.2 GPA
Sand Hill Global Advisors March 2012 - Present
Three Bridge Wealth Advisors, LLC August 2009 - March 2012
Citi Smith Barney February 2006 - August 2009
BGI 2005 - 2005
Education
University of California, Berkeley 1999 — 2005
Bachelors of Science, Applied Mathematics
Abraham Lincoln