Tigress Financial Partners
Industry: Company
DescriptionFounded: 2011 Subsidiary: Tigress Financial Partners LLC, Research Division
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Tigress Financial Partners Employees
Employee
Years
Job
Industry
Jordan Ring, CFA, CAIA, CHP Jordan Ring, CFA, CAIA, CHP's Tigress Financial Partners Experience 2011 - 2013
Job CEO at JGR Capital Partners & Master's Candidate at Harvard University
Industry Investment Management
Experience
JGR Capital Partners 2014 - Present
Princeton Ivy Capital Advisors 2014 - 2014
Dealogic 2013 - 2013
Tigress Financial Partners 2011 - 2013
Alpha Capital Corporation 2009 - 2011
Skills
Financial Modeling, Fixed Income, Equities, Investments, Investment Banking, Valuation, Equity Research, Capital Markets, Private Equity, Hedge Funds, Asset Management, Chartered Financial..., Series 63, Financial Analysis, Derivatives, Corporate Finance, Investor Relations
Education
Harvard University 2014 — 2016
Master's Degree, Finance
University of Pittsburgh
Art and Science, Triple Majored in Business (sports concentration), Psychology, & Sociology, 3.6
JGR Capital Partners 2014 - Present
Princeton Ivy Capital Advisors 2014 - 2014
Dealogic 2013 - 2013
Tigress Financial Partners 2011 - 2013
Alpha Capital Corporation 2009 - 2011
Skills
Financial Modeling, Fixed Income, Equities, Investments, Investment Banking, Valuation, Equity Research, Capital Markets, Private Equity, Hedge Funds, Asset Management, Chartered Financial..., Series 63, Financial Analysis, Derivatives, Corporate Finance, Investor Relations
Education
Harvard University 2014 — 2016
Master's Degree, Finance
University of Pittsburgh
Art and Science, Triple Majored in Business (sports concentration), Psychology, & Sociology, 3.6
Greyson Gardlik Greyson Gardlik's Tigress Financial Partners Experience March 2014 - May 2014
Job Staff at Ernst & Young
Industry Commercial Real Estate
Experience
EY September 2015 - Present
Woodward Camp June 2015 - July 2015
Deal Capital August 2014 - January 2015
The University of Arizona July 2013 - November 2014
PBR Market Tools July 2014 - September 2014
Tigress Financial Partners March 2014 - May 2014
Uber October 2013 - May 2014
University of Fortaleza May 2013 - August 2013
SWAT January 2013 - March 2013
Keystone Consulting Group May 2012 - August 2012
Skills
Social Networking, Time Management, Data Analysis, Microsoft Excel, Market Research, Entrepreneurship, Economics, Facebook, Environmental Science, Social Media, Environmental Economics, Microsoft Office, OS X, Real Estate, Event Planning, Finance, Energy, PowerPoint, Strategy
Education
University of Arizona 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics, Senior
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science, Business/Managerial Economics
EY September 2015 - Present
Woodward Camp June 2015 - July 2015
Deal Capital August 2014 - January 2015
The University of Arizona July 2013 - November 2014
PBR Market Tools July 2014 - September 2014
Tigress Financial Partners March 2014 - May 2014
Uber October 2013 - May 2014
University of Fortaleza May 2013 - August 2013
SWAT January 2013 - March 2013
Keystone Consulting Group May 2012 - August 2012
Skills
Social Networking, Time Management, Data Analysis, Microsoft Excel, Market Research, Entrepreneurship, Economics, Facebook, Environmental Science, Social Media, Environmental Economics, Microsoft Office, OS X, Real Estate, Event Planning, Finance, Energy, PowerPoint, Strategy
Education
University of Arizona 2011 — 2015
Bachelor of Science (BS), Business/Managerial Economics, Senior
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science, Business/Managerial Economics
Theodore A. Wolter Theodore A. Wolter's Tigress Financial Partners Experience July 2015 - Present
Job Funds Placement at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners July 2015 - Present
CyraCom February 2015 - July 2015
The University of Arizona February 2014 - January 2015
Nike July 2010 - September 2011
Skills
Leadership, Customer Service, PowerPoint, Financial Accounting, Microsoft Excel, Research, Customer Relations, Microsoft Office, Marketing
Education
The Hill School 2008 — 2012
University of Arizona 2012 — 2016
Bachelor of Science (BS), Finance, French
Novancia Business School Paris 2014 — 2015
Bachelor of Business Administration (BBA), Finance
Tigress Financial Partners July 2015 - Present
CyraCom February 2015 - July 2015
The University of Arizona February 2014 - January 2015
Nike July 2010 - September 2011
Skills
Leadership, Customer Service, PowerPoint, Financial Accounting, Microsoft Excel, Research, Customer Relations, Microsoft Office, Marketing
Education
The Hill School 2008 — 2012
University of Arizona 2012 — 2016
Bachelor of Science (BS), Finance, French
Novancia Business School Paris 2014 — 2015
Bachelor of Business Administration (BBA), Finance
Mian Wei Mian Wei's Tigress Financial Partners Experience June 2014 - August 2014
Job Financial Services, Business
Industry Financial Services
Experience
Tigress Financial Partners June 2014 - August 2014
OdysseyLife (Cultural Communication Mentorship Startup) July 2013 - July 2014
Industrial and Commercial Bank of China July 2013 - August 2013
European Union Chamber of Commerce in China June 2012 - August 2012
Skills
Research, PowerPoint, Data Analysis, Event Planning, Economics, Microsoft Word, Statistics, Microsoft Office, Microsoft Excel, Photoshop, Public Speaking, Customer Service, Teamwork, Social Media, Teaching, Microsoft PowerPoint
Education
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Dual majors in Financial economics and Political Science, cum laude
Dalian Mapleleaf International School 2008 — 2011
British Columbia Certificate of Graduation
Tigress Financial Partners June 2014 - August 2014
OdysseyLife (Cultural Communication Mentorship Startup) July 2013 - July 2014
Industrial and Commercial Bank of China July 2013 - August 2013
European Union Chamber of Commerce in China June 2012 - August 2012
Skills
Research, PowerPoint, Data Analysis, Event Planning, Economics, Microsoft Word, Statistics, Microsoft Office, Microsoft Excel, Photoshop, Public Speaking, Customer Service, Teamwork, Social Media, Teaching, Microsoft PowerPoint
Education
University of Rochester 2011 — 2015
Bachelor of Arts (BA), Dual majors in Financial economics and Political Science, cum laude
Dalian Mapleleaf International School 2008 — 2011
British Columbia Certificate of Graduation
Xiaoyin(Vivian) Liu Xiaoyin(Vivian) Liu's Tigress Financial Partners Experience August 2012 - July 2013
Job Quantitative Analyst at Societe Generale Securities Services SGSS
Industry Banking
Experience
Société Générale January 2015 - Present
Societe Generale Securities Services - SGSS March 2014 - Present
CME Group September 2013 - March 2014
Tigress Financial Partners August 2012 - July 2013
Coastal Management January 2012 - March 2012
Sealand Securities Beijing Branch May 2010 - September 2010
Skills
Financial Analysis, Bloomberg Terminal, Bloomberg, VBA, Financial Modeling, SPSS, SAS, Matlab, C++, Risk Management, Statistics, Quantitative Analytics, Portfolio Management, Quantitative Finance, Valuation, Data Analysis, Investments, Fixed Income, Analysis, Portfolio Optimization
Education
GA of Prof McNelis 2012 — 2012
Economitrics
GA of Prof Renraw Chen 2012 — 2012
Derivatives
Fordham University 2011 — 2012
Master, Quantitative Finance, 3.6
Beijing Jiaotong University 2007 — 2011
Bachelor of Arts (BA), Economics, 3.6
Société Générale January 2015 - Present
Societe Generale Securities Services - SGSS March 2014 - Present
CME Group September 2013 - March 2014
Tigress Financial Partners August 2012 - July 2013
Coastal Management January 2012 - March 2012
Sealand Securities Beijing Branch May 2010 - September 2010
Skills
Financial Analysis, Bloomberg Terminal, Bloomberg, VBA, Financial Modeling, SPSS, SAS, Matlab, C++, Risk Management, Statistics, Quantitative Analytics, Portfolio Management, Quantitative Finance, Valuation, Data Analysis, Investments, Fixed Income, Analysis, Portfolio Optimization
Education
GA of Prof McNelis 2012 — 2012
Economitrics
GA of Prof Renraw Chen 2012 — 2012
Derivatives
Fordham University 2011 — 2012
Master, Quantitative Finance, 3.6
Beijing Jiaotong University 2007 — 2011
Bachelor of Arts (BA), Economics, 3.6
Nicole Scardino's Tigress Financial Partners Experience June 2013 - August 2013
Job Assistant Buyer Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue June 2015 - August 2015
Saks Fifth Avenue May 2014 - August 2014
Tigress Financial Partners June 2013 - August 2013
Soho Project June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, SPSS, Social Media, Facebook, Public Speaking, Editing
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Concentration in Finance, Junior
Saks Fifth Avenue August 2015 - Present
Saks Fifth Avenue June 2015 - August 2015
Saks Fifth Avenue May 2014 - August 2014
Tigress Financial Partners June 2013 - August 2013
Soho Project June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, SPSS, Social Media, Facebook, Public Speaking, Editing
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Concentration in Finance, Junior
Henk de Bruijne's Tigress Financial Partners Experience January 2012 - June 2014
Job Investment Banking Analyst at Burnham Securities Inc.
Industry Investment Banking
Experience
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Burnham Securities Inc. June 2014 - Present
Tigress Financial Partners January 2012 - June 2014
John Thomas Financial September 2010 - December 2011
De Buck Gallery January 2010 - September 2010
Merrill Lynch May 2008 - December 2009
Skills
DCF Valuation, Leveraged Finance, LBO, Factset, Capital IQ, Competitive Analysis, Teamwork, VBA, Financial Modeling, Vlookup, Strong Interpersonal..., Business Strategy, Bloomberg Terminal, Research, Fast Learner, Market Analysis, Salesforce.com, Excel, Thomson One, Valuation, Team Oriented, Deal Closing, Electronic Trading, Employee Loyalty, Outlook, PowerPoint, Access, Dreamweaver, Morningstar, Word, Microsoft Office, Investments, Analysis, Customer Relations, Market Research, Negotiation, Problem Solving, Financial Analysis, Trading, Account Management, Asset Management, Team Building, Reuters, Netx360, High Pressure..., Microsoft Word, Asset Managment, Investment Banking, Debt & Equity Capital..., Debt & Equity Financing
Education
Pace University - Lubin School of Business 2013 — 2014
Master's Degree, Finance
Training The Street 2013 — 2013
Certificate, Essentials of Valuation and Financial Modeling
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, International Business
Jacqueline Hirsch Jacqueline Hirsch's Tigress Financial Partners Experience February 2013 - Present
Job Investment and Portfolio Manager at Tigress Financial Partners
Industry Financial Services
Experience
Tigress Financial Partners February 2013 - Present
Merrill Lynch November 2002 - July 2010
Merrill Lynch May 2000 - November 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Structured Products, Fixed Income, Derivatives, Credit Derivatives, Emerging Markets, FX, Trading, Rates, Debt, Credit, Financial Modeling, Portfolio Management, Financial Markets, Valuation, Bonds, Excel, Interest Rate..., Latin America, Microsoft Office, Spanish, Bloomberg, Risk Management, Sales, Marketing, Hedging, Asset Management, Options, Capital Markets, Equities, Investments
Education
Columbia University in the City of New York
M.S., Industrial Engineering and Operations Research
Universidad Metropolitana - Caracas, Venezuela
B.S., Electrical Engineering
Tigress Financial Partners February 2013 - Present
Merrill Lynch November 2002 - July 2010
Merrill Lynch May 2000 - November 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Structured Products, Fixed Income, Derivatives, Credit Derivatives, Emerging Markets, FX, Trading, Rates, Debt, Credit, Financial Modeling, Portfolio Management, Financial Markets, Valuation, Bonds, Excel, Interest Rate..., Latin America, Microsoft Office, Spanish, Bloomberg, Risk Management, Sales, Marketing, Hedging, Asset Management, Options, Capital Markets, Equities, Investments
Education
Columbia University in the City of New York
M.S., Industrial Engineering and Operations Research
Universidad Metropolitana - Caracas, Venezuela
B.S., Electrical Engineering
Daniel Ko Daniel Ko's Tigress Financial Partners Experience February 2015 - May 2015
Job Investment Banking Summer Analyst at Nomura
Industry Banking
Experience
Give Orange Inc. June 2014 - Present
Nomura June 2015 - August 2015
Tigress Financial Partners February 2015 - May 2015
Core Energy Partners, LLC. June 2014 - November 2014
Return on Change February 2014 - April 2014
Republic of Korea Army August 2011 - June 2013
Education
New York University - Leonard N. Stern School of Business 2010 — 2017
Finance and Accounting (BS/MS), Bachelor of Science (BS) Master's Degree (MS)
Shattuck St. Mary's 2007 — 2010
New York University
Give Orange Inc. June 2014 - Present
Nomura June 2015 - August 2015
Tigress Financial Partners February 2015 - May 2015
Core Energy Partners, LLC. June 2014 - November 2014
Return on Change February 2014 - April 2014
Republic of Korea Army August 2011 - June 2013
Education
New York University - Leonard N. Stern School of Business 2010 — 2017
Finance and Accounting (BS/MS), Bachelor of Science (BS) Master's Degree (MS)
Shattuck St. Mary's 2007 — 2010
New York University
Michael McGourty Michael McGourty's Tigress Financial Partners Experience May 2015 - August 2015
Job Investment Banking & Management Intern at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners May 2015 - August 2015
Harbor Hills Day Camp June 2013 - August 2014
Harbor Hills Day Camp June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft Office, Customer Service, Research, Teamwork, Event Planning, Facebook
Education
Columbia University in the City of New York 2014 — 2018
Economics
Delbarton School 2010 — 2014
Tigress Financial Partners May 2015 - August 2015
Harbor Hills Day Camp June 2013 - August 2014
Harbor Hills Day Camp June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft Office, Customer Service, Research, Teamwork, Event Planning, Facebook
Education
Columbia University in the City of New York 2014 — 2018
Economics
Delbarton School 2010 — 2014
Pablo Quesnel's Tigress Financial Partners Experience August 2015 - Present
Job Index & Equity Derivatives | Options Trader | Delta One | Sales Strategist | Equity Trading | Volatility | Equities
Industry Financial Services
Experience
Tigress Financial Partners August 2015 - Present
WallachBeth Capital 2014 - 2014
GFI Group 2013 - 2014
Tullett Prebon 2010 - 2013
Grupo Financiero Banamex (Citigroup) 2005 - 2008
Grupo Financiero Banamex (Citigroup) 2004 - 2005
Banco Santander Central Hispano 2003 - 2003
Grupo Financiero Santander 2002 - 2003
Skills
Derivatives, Financial Markets, Trading, Bloomberg, Equity Derivatives, Equities, Options, Structured Products, Capital Markets, Microsoft Office, Excel, Visual Basic, Bloomberg Terminal, Reuters, Options Pricing, Options Strategies, Index Options, Futures, Exotic Derivatives, Financial Analysis, Teamwork, Client Development, Client Relationship..., Presentation Preparation, Series 7, Risk, Hedging, Volatility, Brokerage, Investment Banking, Emerging Markets, Pricing, Structuring, PowerPoint, Structured Finance, Mathematics, Finance, Financial Risk, Arbitrage, Algorithms, Equity Trading, VBA, Stock options, Trading Systems, Risk Management, Proprietary Trading, Series 4, Series 55, Latin America
Education
Universidad Anáhuac
Bachelor’s Degree, Actuarial Science
Universidad de Cantabria
Master’s Degree, Banking and Financial Markets, GPA 3.9
Tigress Financial Partners August 2015 - Present
WallachBeth Capital 2014 - 2014
GFI Group 2013 - 2014
Tullett Prebon 2010 - 2013
Grupo Financiero Banamex (Citigroup) 2005 - 2008
Grupo Financiero Banamex (Citigroup) 2004 - 2005
Banco Santander Central Hispano 2003 - 2003
Grupo Financiero Santander 2002 - 2003
Skills
Derivatives, Financial Markets, Trading, Bloomberg, Equity Derivatives, Equities, Options, Structured Products, Capital Markets, Microsoft Office, Excel, Visual Basic, Bloomberg Terminal, Reuters, Options Pricing, Options Strategies, Index Options, Futures, Exotic Derivatives, Financial Analysis, Teamwork, Client Development, Client Relationship..., Presentation Preparation, Series 7, Risk, Hedging, Volatility, Brokerage, Investment Banking, Emerging Markets, Pricing, Structuring, PowerPoint, Structured Finance, Mathematics, Finance, Financial Risk, Arbitrage, Algorithms, Equity Trading, VBA, Stock options, Trading Systems, Risk Management, Proprietary Trading, Series 4, Series 55, Latin America
Education
Universidad Anáhuac
Bachelor’s Degree, Actuarial Science
Universidad de Cantabria
Master’s Degree, Banking and Financial Markets, GPA 3.9
Jorge Zapata Jorge Zapata's Tigress Financial Partners Experience November 2014 - May 2015
Job Investment Banking Analyst at S. Goldman Advisors
Industry Financial Services
Experience
S. Goldman Advisors May 2015 - Present
Tigress Financial Partners November 2014 - May 2015
Forest Hills Capital Management August 2014 - October 2014
J H Darbie June 2013 - August 2013
Steve Madden August 2009 - January 2012
Skills
Equity Research, Technical Analysis, Lead Generation, Selling, Global Sourcing, English, Fluent Spanish, Fluent English, Mathematics, Continuous Improvement, Improvisation, Fundamental Analysis, DCF Valuation, Microsoft Excel, Microsoft Word, Factset, Financial Modeling, Financial Analysis, Microsoft Office, Investments, Acquisitions, Corporate Finance, PowerPoint, Valuation, Precedent Transactions, Comparable Analysis, Due Diligence, Finance, Capital IQ, IBIS World, Analysis, Market Research, LBO, Private Equity, Research, Teamwork, Team Leadership, Time Management, Deadline Oriented, Spanish, Data Analysis, Equities, Middle Market
Education
State University of New York at Albany 2011 — 2014
B.S. Business Administration (Finance and Management Concentration) , Minor in Economics, Grade: 3.45
Liceo Campestre
Graduated, 2009
S. Goldman Advisors May 2015 - Present
Tigress Financial Partners November 2014 - May 2015
Forest Hills Capital Management August 2014 - October 2014
J H Darbie June 2013 - August 2013
Steve Madden August 2009 - January 2012
Skills
Equity Research, Technical Analysis, Lead Generation, Selling, Global Sourcing, English, Fluent Spanish, Fluent English, Mathematics, Continuous Improvement, Improvisation, Fundamental Analysis, DCF Valuation, Microsoft Excel, Microsoft Word, Factset, Financial Modeling, Financial Analysis, Microsoft Office, Investments, Acquisitions, Corporate Finance, PowerPoint, Valuation, Precedent Transactions, Comparable Analysis, Due Diligence, Finance, Capital IQ, IBIS World, Analysis, Market Research, LBO, Private Equity, Research, Teamwork, Team Leadership, Time Management, Deadline Oriented, Spanish, Data Analysis, Equities, Middle Market
Education
State University of New York at Albany 2011 — 2014
B.S. Business Administration (Finance and Management Concentration) , Minor in Economics, Grade: 3.45
Liceo Campestre
Graduated, 2009
Giuseppe Schwarz Giuseppe Schwarz's Tigress Financial Partners Experience July 2014 - Present
Job International Sales &Trading at Tigress Financial Partners
Industry Financial Services
Experience
Tigress Financial Partners July 2014 - Present
GC Group Capital, LLC January 2013 - June 2014
Sonostar Venture Capital 2011 - 2012
Skills
Investments, Portfolio Management, Financial Modeling, Business Strategy
Education
Carson-Newman College 2005 — 2009
Bachelor of Science, Business Administration
Tigress Financial Partners July 2014 - Present
GC Group Capital, LLC January 2013 - June 2014
Sonostar Venture Capital 2011 - 2012
Skills
Investments, Portfolio Management, Financial Modeling, Business Strategy
Education
Carson-Newman College 2005 — 2009
Bachelor of Science, Business Administration
Brian O'Sullivan's Tigress Financial Partners Experience July 2014 - Present
Job Managing Director Capital Markets at Tigress Financial Partners
Industry Financial Services
Experience
Tigress Financial Partners July 2014 - Present
Nomura Securities January 2011 - July 2014
Citigroup January 1995 - January 2007
Skills
Equities, Series 7, Series 63, Series 24, Trading, Wealth Management, Capital Markets, Client Services, Relationship Management, Securities, Bloomberg, Investments, Electronic Trading, Equity Trading
Education
Fordham University - Graduate School of Business Administration 1995 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (BS), Finance
Chaminade High School
Tigress Financial Partners July 2014 - Present
Nomura Securities January 2011 - July 2014
Citigroup January 1995 - January 2007
Skills
Equities, Series 7, Series 63, Series 24, Trading, Wealth Management, Capital Markets, Client Services, Relationship Management, Securities, Bloomberg, Investments, Electronic Trading, Equity Trading
Education
Fordham University - Graduate School of Business Administration 1995 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (BS), Finance
Chaminade High School
Whitney Johnson Whitney Johnson's Tigress Financial Partners Experience August 2014 - December 2014
Job Senior Business Data Analyst at Intuit
Industry Computer Software
Experience
Intuit June 2015 - Present
Intuit January 2015 - May 2015
Tigress Financial Partners August 2014 - December 2014
Bayshore Solutions June 2014 - August 2014
ServiceSource April 2012 - July 2013
ServiceSource September 2011 - April 2012
ServiceSource January 2010 - September 2011
Alzheimer's Association September 2009 - December 2009
K.Amato June 2007 - August 2007
Skills
Account Management, Sales, Salesforce.com, Solution Selling, Sales Process, CRM, Sales Management, SaaS, Selling, Marketing, Customer Service, B2B, Channel Partners, Enterprise Software, Sales Operations
Education
University of Arizona 2013 — 2015
Master of Business Administration (MBA), Marketing & Entrepreneurship
University of Northern Iowa 2005 — 2009
Bachelor of Arts (BA), Marketing
Intuit June 2015 - Present
Intuit January 2015 - May 2015
Tigress Financial Partners August 2014 - December 2014
Bayshore Solutions June 2014 - August 2014
ServiceSource April 2012 - July 2013
ServiceSource September 2011 - April 2012
ServiceSource January 2010 - September 2011
Alzheimer's Association September 2009 - December 2009
K.Amato June 2007 - August 2007
Skills
Account Management, Sales, Salesforce.com, Solution Selling, Sales Process, CRM, Sales Management, SaaS, Selling, Marketing, Customer Service, B2B, Channel Partners, Enterprise Software, Sales Operations
Education
University of Arizona 2013 — 2015
Master of Business Administration (MBA), Marketing & Entrepreneurship
University of Northern Iowa 2005 — 2009
Bachelor of Arts (BA), Marketing
Philip Van Deusen's Tigress Financial Partners Experience November 2014 - Present
Job Director of Research at Tigress Financial Partners
Industry Financial Services
Experience
Tigress Financial Partners November 2014 - Present
Tigress Financial Partners November 2013 - November 2014
Momentum Trading Partners July 2008 - May 2012
GFI Group July 2005 - July 2008
Skills
Bloomberg Terminal, Fidessa, Microsoft Office, Commodity Markets, Technical Analysis, Series 7, Series 63,..., Microsoft Excel, RediPlus, ThomsonOne, Financial Modeling, Financial Analysis, Macroeconomics, Microeconomics, Political Science, American Politics, DCF Valuation, DCF, Economic Value Added
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
State University of New York at Stony Brook 2001 — 2003
Bachelor of Arts, History, 3.98
Tigress Financial Partners November 2014 - Present
Tigress Financial Partners November 2013 - November 2014
Momentum Trading Partners July 2008 - May 2012
GFI Group July 2005 - July 2008
Skills
Bloomberg Terminal, Fidessa, Microsoft Office, Commodity Markets, Technical Analysis, Series 7, Series 63,..., Microsoft Excel, RediPlus, ThomsonOne, Financial Modeling, Financial Analysis, Macroeconomics, Microeconomics, Political Science, American Politics, DCF Valuation, DCF, Economic Value Added
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
State University of New York at Stony Brook 2001 — 2003
Bachelor of Arts, History, 3.98
Charles M. Miller's Tigress Financial Partners Experience January 2014 - Present
Job Senior Managing Director/Global Placement Agent at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
Tigress Financial Partners January 2014 - Present
Carlton House Capital Partners, LLC and Clean Energy Group, LLC. October 2012 - January 2014
Clean Energy Capital, LLC. January 2011 - October 2012
Clean Energy Capital, LLC. January 2010 - January 2011
William Blair and Company 2007 - 2010
Credit Suisse First Boston 1996 - 2006
TSA Capital 1993 - 1995
Loomis Sayles 1990 - 1993
Merrill Lynch Capital Markets 1983 - 1989
Security Pacific Bank 1978 - 1982
Skills
Private Equity, Equities, Investment Banking, Investments, Hedge Funds, Venture Capital, Fixed Income, Mergers, Derivatives, Strategy, Finance, Financial Services, LBO, Financial Advisory, Alternative Investments, Strategic Planning, Valuation, Portfolio Management, New Business Development, Corporate Finance, Mergers & Acquisitions, Asset Management
Education
University of Southern California - Marshall School of Business 1973 — 1976
MBA, Finance
Loyola Marymount University 1965 — 1970
BA, English
Jonathan Bischmann's Tigress Financial Partners Experience June 2014 - Present
Job Partner & Operations Manager
Industry Financial Services
Experience
Tigress Financial Partners June 2014 - Present
Commonwealth Financial Network July 2013 - May 2014
World Trade Financial Group September 2011 - January 2013
Independent Financial Group LLC April 2008 - April 2011
Skills
Portfolio Management, Management, Equities, Investments, Trading, Finance, Risk Management, Asset Management, Financial Analysis, Strategic Planning
Education
Arizona State University 1996 — 1999
Bachelor of Arts (B.A.), Chemistry
Fort Lewis College 1995 — 1996
University of San Diego 1994 — 1995
Tigress Financial Partners June 2014 - Present
Commonwealth Financial Network July 2013 - May 2014
World Trade Financial Group September 2011 - January 2013
Independent Financial Group LLC April 2008 - April 2011
Skills
Portfolio Management, Management, Equities, Investments, Trading, Finance, Risk Management, Asset Management, Financial Analysis, Strategic Planning
Education
Arizona State University 1996 — 1999
Bachelor of Arts (B.A.), Chemistry
Fort Lewis College 1995 — 1996
University of San Diego 1994 — 1995
Ye Tian's Tigress Financial Partners Experience May 2013 - June 2014
Job Risk Analyst
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Tigress Financial Partners May 2013 - June 2014
Skills
SAS, SQL, VBA, Financial Modeling, Risk Management, Financial Risk, Valuation, Microsoft Excel, Bloomberg Terminal, Derivatives, Matlab, Investment Banking, SPSS, Mandarin, Asset Managment, Capital IQ, Quantitative Analytics
Education
Rensselaer Polytechnic Institute 2010 — 2012
Master's degree, Finance
Sichuan University 2006 — 2010
BA, Finance
Gaoxin No.1 High School
JPMorgan Chase June 2014 - Present
Tigress Financial Partners May 2013 - June 2014
Skills
SAS, SQL, VBA, Financial Modeling, Risk Management, Financial Risk, Valuation, Microsoft Excel, Bloomberg Terminal, Derivatives, Matlab, Investment Banking, SPSS, Mandarin, Asset Managment, Capital IQ, Quantitative Analytics
Education
Rensselaer Polytechnic Institute 2010 — 2012
Master's degree, Finance
Sichuan University 2006 — 2010
BA, Finance
Gaoxin No.1 High School
Suzanne Herrmann's Tigress Financial Partners Experience February 2012 - November 2012
Job Investment Banker at DME Securities LLC
Industry Investment Banking
Experience
DME Securities LLC October 2014 - Present
SJH Consulting, LLC March 2010 - Present
Tigress Financial Partners February 2012 - November 2012
Wachovia Bank/Wachovia Securities October 2000 - February 2010
Skills
Finance, Investments, Mutual Funds, Investment Banking, Securities, Asset Management, New Business Development, Series 63, Asset Allocation, Portfolio Management, FINRA, Fixed Income, Strategic Financial..., Series 7, Social Networking, Equities, Alternative Investments, Fixed Annuities, Private Banking, Insurance, Series 24, Risk Management, High Net Worth..., Coaching, Corporate Branding, Mobile Marketing, Minority Owned, Women Owned Business, International Trade, Financial Risk..., Regulatory Compliance, Financial Planning
Education
Fairleigh Dickinson University
Financial Planning
University of Florida
Mathematics
DME Securities LLC October 2014 - Present
SJH Consulting, LLC March 2010 - Present
Tigress Financial Partners February 2012 - November 2012
Wachovia Bank/Wachovia Securities October 2000 - February 2010
Skills
Finance, Investments, Mutual Funds, Investment Banking, Securities, Asset Management, New Business Development, Series 63, Asset Allocation, Portfolio Management, FINRA, Fixed Income, Strategic Financial..., Series 7, Social Networking, Equities, Alternative Investments, Fixed Annuities, Private Banking, Insurance, Series 24, Risk Management, High Net Worth..., Coaching, Corporate Branding, Mobile Marketing, Minority Owned, Women Owned Business, International Trade, Financial Risk..., Regulatory Compliance, Financial Planning
Education
Fairleigh Dickinson University
Financial Planning
University of Florida
Mathematics
Chin Pak's Tigress Financial Partners Experience December 2014 - Present
Job Director Investment Banking at Tigress Financial Partners
Industry Internet
Experience
Tigress Financial Partners December 2014 - Present
KaChange, Inc. January 2010 - Present
Cascadia Capital 2005 - 2007
Banc of America Securities May 2000 - September 2003
Rothschild July 1996 - June 1999
Education
Dartmouth College 1990 — 1994
BA, Economics, Psychology
Tigress Financial Partners December 2014 - Present
KaChange, Inc. January 2010 - Present
Cascadia Capital 2005 - 2007
Banc of America Securities May 2000 - September 2003
Rothschild July 1996 - June 1999
Education
Dartmouth College 1990 — 1994
BA, Economics, Psychology
Kris Steckman's Tigress Financial Partners Experience 2010 - Present
Job Vice President, Principal
Industry Financial Services
Experience
Tigress Financial Partners 2010 - Present
Aurarian Capital Management 2008 - 2009
Skills
Business Development, New Business Development, Strategic Planning, Sales Management, Business Strategy, Sales, Account Management, Marketing Strategy, Negotiation, Marketing, Project Management, Mergers, Financial Analysis, Investments, Team Building, Contract Negotiation, Strategic Partnerships, Financial Modeling, Start-ups, Business Planning
Education
Pepperdine School of Law 2006 — 2009
Doctor of Law (J.D.)
University of Tampa 2004 — 2006
Bachelor of Science (BS), American Government and Politics (United States)
Tigress Financial Partners 2010 - Present
Aurarian Capital Management 2008 - 2009
Skills
Business Development, New Business Development, Strategic Planning, Sales Management, Business Strategy, Sales, Account Management, Marketing Strategy, Negotiation, Marketing, Project Management, Mergers, Financial Analysis, Investments, Team Building, Contract Negotiation, Strategic Partnerships, Financial Modeling, Start-ups, Business Planning
Education
Pepperdine School of Law 2006 — 2009
Doctor of Law (J.D.)
University of Tampa 2004 — 2006
Bachelor of Science (BS), American Government and Politics (United States)
Fengjun (Bill) Li's Tigress Financial Partners Experience June 2015 - Present
Job Investment Banking Summer Analyst at Tigress Financial Partners
Industry Investment Banking
Experience
Tigress Financial Partners June 2015 - Present
Students' United Visions March 2013 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Citi January 2014 - July 2014
X202 Honors Technology September 2013 - December 2013
Kelley Academic Coach January 2013 - May 2013
Deloitte Leadership Conference October 2011 - October 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD May 2011 - July 2011
Skills
Microsoft Excel, Access, Accounting, Valuation, Data Analysis, Analytical Skills, Analysis, Leadership, Management, Finance, Banking, Statistics
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.94/4.00
Dalian Yuming Senior High School 2008 — 2011
Tigress Financial Partners June 2015 - Present
Students' United Visions March 2013 - Present
Knall-Cohen Investment Fund September 2014 - February 2015
Citi January 2014 - July 2014
X202 Honors Technology September 2013 - December 2013
Kelley Academic Coach January 2013 - May 2013
Deloitte Leadership Conference October 2011 - October 2011
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD May 2011 - July 2011
Skills
Microsoft Excel, Access, Accounting, Valuation, Data Analysis, Analytical Skills, Analysis, Leadership, Management, Finance, Banking, Statistics
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.94/4.00
Dalian Yuming Senior High School 2008 — 2011
Ryan Shumway's Tigress Financial Partners Experience September 2015 - Present
Job Intern at Tigress Financial Partners
Industry Financial Services
Experience
TCI Wealth Advisors, Inc. October 2015 - Present
Tigress Financial Partners September 2015 - Present
Red Rock Community Village May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, Management, Public Speaking, English, Teamwork, Time Management, Team Leadership, Windows
Education
University of Arizona 2014 — 2018
BSBA, Finance, 4.0
TCI Wealth Advisors, Inc. October 2015 - Present
Tigress Financial Partners September 2015 - Present
Red Rock Community Village May 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Research, Customer Service, Management, Public Speaking, English, Teamwork, Time Management, Team Leadership, Windows
Education
University of Arizona 2014 — 2018
BSBA, Finance, 4.0
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY