Vista Capital Partners
Industry: Private equity company
DescriptionVista Equity Partners is an American private equity and venture capital firm focused on financing and forwarding software and technology-enabled startup businesses, as well as passive equity investments. The firm was founded in 2000 by American businessman and investor Robert F. Smith and Brian N. Sheth. CEO: Robert F. Smith President: Brian Sheth Founder: Robert F. Smith Founded: 2000 Headquarters: San Francisco, CA Subsidiaries: Marketo, TIBCO Software, Datto, Infoblox,
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Vista Capital Partners Employees
JLL September 2015 - Present
Jameson Sotheby's International Realty May 2014 - August 2015
Digilog, Inc. August 2013 - April 2014
Vista Capital Partners June 2013 - August 2013
St. Louis Cardinals - Delaware North Companies April 2013 - June 2013
Towne House Apartments May 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Process Improvement, Time Management, Microsoft Word, Teamwork, Human Resources, PowerPoint, Customer Service, Event Planning, Public Speaking, Leadership, Access, Research, Data Analysis, Social Media, Facebook, SPSS, Fundraising, Event Management, Social Networking
Education
Saint Louis University 2009 — 2013
Bachelor of Science (BS), Business Administration, Entrepreneurship
The Benjamin School
D.A. Davidson Companies July 2015 - Present
Linfield College August 2013 - Present
Vista Capital Partners June 2014 - August 2014
Research Corporation of the University of Hawaii June 2013 - August 2013
Colorado State University August 2011 - May 2012
Education
Linfield College 2012 — 2015
Bachelor of Arts (BA), Finance, General
Colorado State University 2011 — 2012
Bachelor of Arts (BA), Accounting and Finance
Vista Capital Partners March 2015 - Present
Vista Capital Partners January 2013 - February 2015
Pacific Continental Bank November 2010 - January 2013
Wells Fargo August 2009 - November 2010
Ladies Who Launch June 2009 - August 2009
Skills
Customer Service, Sales, Small Business
Education
University of Oregon - Charles H. Lundquist College of Business
Business Administration
Copenhagen Business School
International Business
Vista Capital Partners November 2012 - Present
Vista Capital Partners June 2011 - December 2012
Fisher Investments March 2011 - June 2011
Fisher Investments December 2009 - March 2011
Arnerich Massena & Associates June 2009 - December 2009
Headwater Investment Consulting, Inc. June 2008 - May 2009
Skills
Strategic Financial..., Portfolio Management, Retirement Planning, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, Investment Management, Financial Analysis, Investment Strategies, Financial Modeling, Investment Advisory, College Education...
Education
The American College 2011 — 2013
CFP® Certification Curriculum, Financial Planning
Linfield College 2005 — 2009
Bachelor of Arts, Finance, 3.7 GPA
Universidad de Granada 2008 — 2008
El Centro de Las Lenguas Modernas
North Ridge Wealth Advisors, Inc. November 2014 - Present
Vista Capital Partners July 2006 - April 2014
ForSite, LLC 2001 - 2005
Balzer Pacific Equipment Co. 1997 - 2001
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Management, Investments, Asset Allocation, Branding & Identity, Marketing, Communication Skills, Web Development, Photography
Education
The American College 2009 — 2010
Certificate, Financial Planning
Washington State University 2003 — 2005
Bachelor of Arts, Finance
Clark College 1994 — 2002
San Jose State University 1994 — 1995
Vista Capital Partners September 2014 - Present
Vista Capital Partners July 2011 - Present
Great Northern Asset Management May 2007 - June 2011
Mengis Capital Management January 2004 - May 2007
Skills
Portfolio Management, Investment Management, Asset Allocation, Financial Advisory, Wealth Management..., High Net Worth..., Wealth Management, Asset Managment, Investments, Retirement Planning
Education
Occidental College 1999 — 2003
B.A., Economics
University of Portland 2009 — 2009
n/a, Executive Certificate in Financial Planning
Vista Capital Partners 2004 - Present
International Tennis Club of The United States September 2015 - Present
Deschutes Land Trust July 2011 - Present
Urban Gleaners April 2012 - Present
CFA Society of Portland July 2006 - July 2013
Allen Trust Company 2001 - 2004
ATP Tour (self-employed) 1997 - 2000
Skills
Wealth Management, Retirement Planning, Personal Finance, Financial Advisory, Portfolio Management, Asset Allocation, Investment Management
Education
CFA Institute 2002 — 2005
Chartered Financial Analyst
University of Oregon 1994 — 1997
B.A., Economics and Spanish
Northwestern University 1992 — 1994
International Business
Bend Senior High 1990 — 1992
Sunriver Preparatory School 1988 — 1990
Vista Capital Partners January 2001 - Present
IMS Capital Management 1996 - 2000
Morley Capital Management 1993 - 1996
Accenture 1990 - 1993
Skills
Wealth Management, Portfolio Management, Business Transition, Retirement Planning, Philanthropy, Insurance, Tax Advisory, Estate Planning, Independent Financial..., High Net Worth..., Investments, Investment Policy..., Asset Allocation, Personal Finance, Investment Advisory...
Education
University of Oregon 1986 — 1990
Bachelor's Degree, Finance
CFA Institute 1993 — 1995
Chartered Financial Analyst (CFA)