Vista Point Advisors

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Vista Point Advisors Employees

Employee
Years
Job
Industry
Daniel Kim Daniel Kim San Francisco Bay Area Details
Daniel Kim's Vista Point Advisors Experience August 2011 - December 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2014 - Present
IBM  January 2014 - May 2014
J.P. Morgan   May 2013 - August 2013
Stifel Financial Corp.  June 2012 - August 2012
Square Inc.  May 2011 - May 2012
Vista Point Advisors   August 2011 - December 2011

Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office

Education
University of California, Berkeley   2010 — 2014
Bachelor's Degree, Statistics

University of California, Berkeley, Haas School of Business   2010 — 2014
Bachelor's Degree, Business Administration

Alexander Cheung Alexander Cheung San Francisco, California Details
Alexander Cheung's Vista Point Advisors Experience September 2013 - December 2013
Job Business Analyst at ZS Associates
Industry Financial Services
Experience
ZS Associates  August 2015 - Present
ZS Associates  May 2014 - August 2014
Vista Point Advisors   September 2013 - December 2013
Rutberg & Company  June 2013 - August 2013
The Veloz Group  June 2012 - August 2012

Skills
Corporate Finance, Economics, Finance, Financial Modeling, Valuation, Venture Capital

Education
UC Berkeley Haas School of Business   2011 — 2015
Bachelor of Science (B.S.), Business Administration

Jeff Bean Jeff Bean San Francisco Bay Area Details
Jeff Bean's Vista Point Advisors Experience February 2011 - Present
Job Principal at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors   February 2011 - Present
Arbor Advisors  November 2009 - February 2011
KeyBanc Capital Markets  October 2007 - June 2009
Zions Bank  August 2006 - September 2007

Education
University of Colorado at Boulder - Leeds School of Business   2002 — 2006
Bachelor's Degree, Finance

University of Wollongong   2005 — 2005
Finance

Garrick Iwamoto Garrick Iwamoto San Francisco Bay Area Details
Garrick Iwamoto's Vista Point Advisors Experience June 2012 - August 2012
Job Investment Banking Analyst at Citigroup
Industry Investment Banking
Experience
Citi  June 2013 - Present
Vista Point Advisors   June 2012 - August 2012
Lawrence Berkeley National Laboratory  June 2010 - January 2011

Skills
Market Research, Microsoft Excel, PowerPoint, Financial Modeling, Capital IQ

Education
University of California, Berkeley   2008 — 2012
Bachelor of Arts (B.A.), Chemistry

Loyola High School, Los Angeles   2004 — 2008
High School Diploma

Jeffrey Koons Jeffrey Koons San Francisco Bay Area Details
Jeffrey Koons's Vista Point Advisors Experience February 2011 - Present
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors   February 2011 - Present
Joan Rose Foundation   January 2010 - Present
Arbor Advisors  November 2009 - February 2011
Genentech  2009 - 2009
Fisher Investments  September 2008 - November 2008
Banc of America Securities  June 2007 - August 2007

Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development

Education
University of Colorado Boulder - Leeds School of Business   2004 — 2008
B.S., Finance

Chatham High School   2000 — 2004

Scott Austin Scott Austin San Francisco, California Details
Scott Austin's Vista Point Advisors Experience February 2013 - Present
Job Associate at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors   February 2013 - Present
Capital Asset Exchange & Trading, LLC   June 2012 - November 2012
Nomura Securities  May 2011 - May 2012

Skills
Series 63, Series 79, Economics, SaaS, Business Strategy, Strategy, Investment Banking, FINRA, Trading, Valuation

Education
Cornell University
Bachelor of Science, Industrial and Labor Relations

Duxbury High School

Andrew Zhu Andrew Zhu Greater New York City Area Details
Andrew Zhu's Vista Point Advisors Experience January 2015 - March 2015
Job Dartmouth 2016. Mathematics and Economics Major. Member of Dartmouth Rugby Team. Presidential Scholar.
Industry Investment Banking
Experience
Nomura Securities  June 2015 - Present
The Dartmouth, Inc.   January 2013 - Present
Dartmouth College Academic Skills Center  August 2013 - Present
WBG Internationals   May 2013 - Present
Nomura Securities  March 2015 - May 2015
Vista Point Advisors   January 2015 - March 2015
The Dartmouth, Inc.   January 2013 - March 2014
John Connolly for Mayor of Boston   June 2013 - August 2013
Tech Networks of Boston  November 2012 - December 2012
Novartis  June 2012 - August 2012

Skills
Public Speaking, PowerPoint, Python, Social Networking, Microsoft Office, Research, Microsoft Excel, Editing, Fundraising

Education
Dartmouth College   2012 — 2016

The Roxbury Latin School   2009 — 2012
High School

Neil Rangwani Neil Rangwani Princeton, New Jersey Details
Neil Rangwani's Vista Point Advisors Experience June 2014 - July 2014
Job Summer Business Analyst at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company  June 2015 - August 2015
BNY Mellon  July 2014 - August 2014
Vista Point Advisors   June 2014 - July 2014
Moody's Corporation  June 2013 - August 2013

Skills
Java, Statistics, Project Management, Mathematical Modeling, Teamwork, R, Communication, Probability, C, Financial Mathematics, Algorithms, Leadership, Financial Modeling, Matlab

Education
Princeton University   2012 — 2016
Bachelor’s Degree, Operations Research and Financial Engineering, 3.9/4.0

High Technology High School   2008 — 2012
High School

John Ascher-Roberts John Ascher-Roberts San Francisco, California Details
John Ascher-Roberts's Vista Point Advisors Experience May 2013 - August 2013
Job Investment Banking Analyst at Architect Partners LLC
Industry Investment Banking
Experience
Architect Partners LLC   June 2015 - Present
Accel-KKR  June 2014 - August 2014
Vista Point Advisors   May 2013 - August 2013
UCSF Medical Center  June 2011 - August 2011

Skills
Valuation, Mergers & Acquisitions, Investment Banking, Investments, Business Development, Capital Markets, Economics, Financial Modeling, Capital IQ, Analysis, Private Equity, Marketing, Financial Analysis, Equities, Research, Due Diligence, Microsoft Excel, PowerPoint, Banking, Management

Education
University of Southern California   2011 — 2015
Bachelor of Arts (B.A.), Economics, Graduate

Humboldt-Universität zu Berlin   2012 — 2012
German Language and Cultural Studies, German Language and Literature

Kyle Spalding Kyle Spalding Boston, Massachusetts Details
Kyle Spalding's Vista Point Advisors Experience June 2014 - August 2014
Job Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial  July 2015 - Present
Vista Point Advisors   June 2014 - August 2014
Poplar Partners   January 2014 - March 2014
W.R. Huff Asset Management   June 2012 - September 2012

Skills
Microsoft Excel

Education
Dartmouth College   2011 — 2015
B.A., Economics

Universitat de Barcelona   2013 — 2013
Dartmouth Language Study Abroad Program

Colts Neck High School   2007 — 2011

Trenton Hegseth Trenton Hegseth San Francisco Bay Area Details
Trenton Hegseth's Vista Point Advisors Experience August 2011 - December 2011
Job Associate at Windjammer Capital Investors
Industry Financial Services
Experience
Windjammer Capital Investors  July 2015 - Present
Cowen and Company  May 2014 - July 2015
JPMorgan Chase  June 2012 - May 2014
Vista Point Advisors   August 2011 - December 2011
Price Waterhouse Coopers  June 2011 - August 2011

Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investments, Capital Markets, Portfolio Management, Capital IQ, Equities, Credit Analysis, Banking, Microsoft Excel

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2012
B.S., Business Administration

Aidan Lenihan Aidan Lenihan Newport Beach, California Details
Aidan Lenihan's Vista Point Advisors Experience October 2012 - February 2013
Job Analyst at Wunderlich Securities
Industry Investment Banking
Experience
Wunderlich Securities  October 2014 - Present
Monarch Bay Securities   March 2013 - October 2014
Vista Point Advisors   October 2012 - February 2013
ALPHA TITANS, LLC   March 2012 - September 2012

Skills
Financial Modeling, Hedge Funds, Financial Analysis, Investment Banking, Risk Management, Microsoft Excel, Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Corporate Finance, Salesforce.com, Valuation, Private Equity, Capital IQ, Due Diligence, Entrepreneurship, Strategy, Start-ups, Portfolio Management, Fund Of Funds, Microsoft Office, Renewable Energy, Business Development, Corporate Development, Finance, Alternative Investments, Securities, Equities, Asset Management, Bloomberg, Equity Research, M&A experience

Education
University of California, Santa Barbara   2008 — 2012
B.A., Environmental Studies

Valley Christian High School   2004 — 2008
Diploma

Garrett Wymore Garrett Wymore San Francisco, California Details
Garrett Wymore's Vista Point Advisors Experience January 2012 - April 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  October 2013 - Present
Bain & Company  June 2012 - August 2012
Vista Point Advisors   January 2012 - April 2012
Niemann Properties, Inc.   June 2008 - August 2008

Skills
Business Valuation, Financial Modeling, Valuation, Mergers, Investment Banking, DCF, Economics, Private Equity, Due Diligence, Capital IQ, Corporate Finance, Financial Analysis, Corporate Development, Venture Capital, Bloomberg, Investments, Data Analysis, Equities, Strategy, Analysis, Quantitative Analytics

Education
Dartmouth College   2009 — 2013
Bachelor's Degree, Economics and Neuroscience

Chadwick School   1996 — 2009

Tarun Galagali Tarun Galagali San Francisco, California Details
Tarun Galagali's Vista Point Advisors Experience June 2012 - August 2012
Job Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group  September 2014 - Present
Ro Khanna for Congress  January 2014 - November 2014
Bridgewater Associates  August 2013 - December 2013
Vista Point Advisors   June 2012 - August 2012
Brunswick Group  September 2011 - December 2011
Ivy Insiders  May 2010 - September 2010

Education
Dartmouth College   2009 — 2013
B.A., English modified with Economics

University of Oxford   2011 — 2011
Student at New College, Economics, English

Eddie Le Eddie Le San Francisco Bay Area Details
Eddie Le's Vista Point Advisors Experience January 2011 - 2014
Job Managing Partner at Lumos Partners
Industry Investment Banking
Experience
Vista Point Advisors   January 2011 - 2014
Arbor Advisors  2009 - 2011
Banc of America Securities  2000 - 2009

Skills
Investment Banking, Private Equity, Mergers, Financial Modeling

Education
Dartmouth College   1996 — 2000
BA, Economics

Lindsay Berger Lindsay Berger New York, New York Details
Lindsay Berger's Vista Point Advisors Experience September 2013 - December 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2015 - Present
Deutsche Bank  June 2014 - August 2014
Vista Point Advisors   September 2013 - December 2013
United States Senate  June 2012 - August 2012

Skills
Public Speaking, Photoshop, PowerPoint, Stata, Leadership, Microsoft Word, Microsoft Excel

Education
Dartmouth College   2011 — 2015
Bachelor of Arts (BA), Economics

Cherry Creek High School   2007 — 2011

Jay Tong Jay Tong San Francisco Bay Area Details
Jay Tong's Vista Point Advisors Experience February 2012 - May 2012
Job Head boppin' at bop.fm
Industry Internet
Experience
bop.fm  September 2013 - Present
Bluewolf  July 2013 - July 2014
Salesforce.com  May 2012 - August 2012
Vista Point Advisors   February 2012 - May 2012
YSO Capital Management  June 2011 - September 2011

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2013
B.S. in Business Administration; Certification in Entrepreneurship and Technology

General Assembly

Stanford University
Independent Coursework

Morgan Livermore Morgan Livermore San Francisco Bay Area Details
Morgan Livermore's Vista Point Advisors Experience 2011 - 2014
Job Accel Partners
Industry Venture Capital & Private Equity
Experience
Accel Partners  2014 - Present
Vista Point Advisors   2011 - 2014
Demeter Group  2011 - 2011
Evolving Vox   2009 - 2011
CSI Capital Management  2010 - 2010

Education
Dartmouth College
AB

Dartmouth College - The Tuck School of Business at Dartmouth
Undergraduate Business Bridge Program

The Branson School

Alex Raya Alex Raya San Francisco, California Details
Alex Raya's Vista Point Advisors Experience March 2011 - June 2011
Job Data Analyst at Glass, Lewis & Co.
Industry Financial Services
Experience
Glass, Lewis & Co.   July 2015 - Present
RealPage, Inc.   July 2012 - July 2015
Waypoint Homes  May 2011 - April 2012
Vista Point Advisors   March 2011 - June 2011
UC Berkeley  September 2009 - April 2010
UC Berkeley  June 2008 - August 2008

Skills
Salesforce.com, Microsoft Excel, Microsoft Office, Social Media, Access, Customer Service, Data Analysis, Apex Programming, PostgreSQL, Data Analytics, Business Intelligence, Adobe, Capital IQ, Cloud Computing, Database Auditing, Filemaker Pro, Google Apps, Investor Relations, Jitterbit, pgAdmin, PowerPoint, Private Equity

Education
UC Berkeley Extension   2012 — 2015
Certificate, Accounting for Financial & Business Analysts, A

University of California, Berkeley   2006 — 2010
Bachelor of Arts, Political Science

Michael Zhao Michael Zhao Berkeley, California Details
Michael Zhao's Vista Point Advisors Experience February 2013 - June 2013
Job Associate Product Manager at Kabam
Industry Higher Education
Experience
Kabam  January 2015 - Present
UC Berkeley  August 2011 - May 2015
Kabam  June 2014 - September 2014
Vista Point Advisors   February 2013 - June 2013
Oppenheimer & Co.   June 2012 - September 2012
Sanford-Burnham Medical Research Institute  June 2008 - August 2011

Skills
Microsoft Excel, Data Analysis, PowerPoint, Market Research, Microsoft Office, Matlab, Java, Financial Analysis, CSS, Statistics, Python, Bloomberg Terminal, XHTML, JavaScript, Social Media, Economics, Tableau, SQL, Amazon Redshift, Product Management, Data Analytics, Big Data Analytics, Algorithms, Management

Education
UC Berkeley   2011 — 2015
Bachelor of Arts (BA), Computer Science & Environmental Economics

La Jolla High School

Aklil Ibssa Aklil Ibssa San Francisco Bay Area Details
Aklil Ibssa's Vista Point Advisors Experience 2013 - 2013
Job Corporate Development at LinkedIn
Industry Internet
Experience
LinkedIn  March 2015 - Present
Deutsche Bank Securities  2013 - 2015
Vista Point Advisors   2013 - 2013
Infinitedge Partners  2012 - 2012
UBS  2011 - 2011
Cisco Systems  2011 - 2011

Skills
Corporate Development, Investment Banking, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Office, Finance, Leadership, Microsoft Excel, Corporate Finance, Financial Modeling, Business Development, Forecasting, Venture Capital, Strategy, Capital Markets, Due Diligence

Education
Santa Clara University
BS, Finance

David Tse David Tse San Francisco Bay Area Details
David Tse's Vista Point Advisors Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Rose Institute of State and Local Government  September 2011 - Present
Student Investment Fund  August 2012 - May 2015
Bank of America Merrill Lynch  June 2014 - August 2014
CFA Institute  October 2013 - January 2014
UCOP  June 2013 - August 2013
Vista Point Advisors   June 2012 - August 2012

Skills
Data Analysis, Research, Microsoft Office, Public Speaking, Accounting, Due Diligence, Valuation, Qualitative Research, Stata, Humor, Editing, Writing, Bloomberg, Capital IQ, Leadership

Education
Claremont McKenna College   2011 — 2015
Bachelor of Arts (B.A.), Economics and Accounting (with Honors)

Miramonte High School   2007 — 2011

Jack Poupore Jack Poupore San Francisco Bay Area Details
Jack Poupore's Vista Point Advisors Experience June 2015 - Present
Job Investment Banking Summer Analyst
Industry Investment Banking
Experience
Vista Point Advisors   June 2015 - Present
NAU Investment Club   October 2014 - Present
Northern Arizona University  August 2014 - May 2015
Hall Street Fund   September 2013 - May 2014
ALPFA, Inc.   August 2013 - May 2014

Skills
Investments, Financial Analysis, Stock Trading, Foreign Exchange, Bloomberg Terminal, Currency Exchange, Leadership, Customer Service, Personal Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Social Media, Teamwork, Time Management, Research, Social Networking, Valuation

Education
Northern Arizona University-The W. A. Franke College of Business   2014 — 2017
Bachelor’s Degree, Finance and Economices, Sophomore

Seton Hall University   2013 — 2014
Bachelor's Degree, Mathematical Finance and Economics, Freshman

Notre Dame Preparatory High School   2009 — 2013
High School

Jennifer Rong Jennifer Rong Greater Los Angeles Area Details
Jennifer Rong's Vista Point Advisors Experience May 2013 - June 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  July 2015 - Present
Houlihan Lokey  June 2014 - August 2014
Deloitte  June 2013 - August 2013
Vista Point Advisors   May 2013 - June 2013
LookMazing  June 2012 - August 2012

Skills
Financial Modeling, Market Research, Microsoft Excel, Data Analysis, Statistics, Finance

Education
University of Pennsylvania   2011 — 2015
Bachelor of Arts (B.A.), Mathematics & Economics

Wharton Business School   2011 — 2015
Statistics

Eric Siu Eric Siu Hanover, New Hampshire Details
Eric Siu's Vista Point Advisors Experience March 2014 - June 2014
Job Student at Dartmouth College
Industry Investment Banking
Experience
The Blackstone Group  June 2015 - August 2015
Bank of America Merrill Lynch  January 2015 - March 2015
Vista Point Advisors   March 2014 - June 2014

Education
Dartmouth College   2012 — 2016

Beijing Normal University   2013 — 2013

Hunter College High School   2007 — 2012
High School Diploma

David Cho David Cho San Francisco Bay Area Details
David Cho's Vista Point Advisors Experience March 2013 - Present
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors   March 2013 - Present
Zynga  2012 - 2013
Wedbush Securities  May 2011 - August 2012

Skills
Investment Banking, Video Games, Digital Media, Corporate Finance, Mergers & Acquisitions, Capital Markets, Healthcare, Technology, Valuation, Strategic Partnerships, Business Development, Corporate Development, Data Analysis

Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor's Degree, Business Administration

Foothill High School
Diploma

Alexander Laurent Tanner Alexander Laurent Tanner Los Angeles, California Details
Alexander Laurent Tanner's Vista Point Advisors Experience June 2012 - October 2012
Job Student
Industry Higher Education
Experience
Vista Point Advisors   June 2012 - October 2012
US Census Bureau  April 2010 - July 2010

Skills
Financial Modeling, Mergers, Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis

Education
UC Berkeley
Applied Mathematics and Theoretical Computer Science

Brendan O'Reilly Brendan O'Reilly Greater Los Angeles Area Details
Brendan O'Reilly's Vista Point Advisors Experience August 2015 - Present
Job Investment Banking Intern at Vista Point Advisors
Industry Financial Services
Experience
Vista Point Advisors   August 2015 - Present
Harris & Associates: Registered Investment Advisor   June 2014 - August 2014
Romney for President  June 2012 - June 2012

Skills
Leadership, Social Networking, Social Media, Economics, Team Management, Investments

Education
The London School of Economics and Political Science (LSE)   2014 — 2015
Accounting and Finance, The General Course

Santa Clara University - Leavey School of Business   2012 — 2016
Bachelor of Science in Commerce, Finance

Loyola High School   2008 — 2012
High School, Jesuit College Preparatory

Isa Guardalabene Isa Guardalabene San Francisco, California Details
Isa Guardalabene's Vista Point Advisors Experience 2012 - 2012
Job Associate at Riviera Partners
Industry Staffing and Recruiting
Experience
Riviera Partners  2015 - Present
Eze Software Group  2013 - 2015
Vista Point Advisors   2012 - 2012
Elias Arts  2012 - 2012
World Partners in Education  2010 - 2010

Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Data Analysis, ArcGIS, Financial Analysis, Microsoft Excel, Stata, Economics, SQL, XSLT, Account Management, Java, Project Management

Education
Dartmouth College   2009 — 2013
Bachelor of Arts (B.A.), Geography / Economics

Rebecca Winstead Rebecca Winstead Greater New York City Area Details
Rebecca Winstead's Vista Point Advisors Experience August 2011 - December 2011
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company  November 2014 - Present
Duff & Phelps  August 2012 - October 2014
Vista Point Advisors   August 2011 - December 2011
KPMG  June 2011 - August 2011

Education
University of California, Berkeley - Walter A. Haas School of Business   2010 — 2012

Drew Pascarella Drew Pascarella Greater New York City Area Details
Drew Pascarella's Vista Point Advisors Experience October 2014 - Present
Job Managing Director and Head of East Coast Banking at Vista Point Advisors / Lecturer of Finance
Industry Financial Services
Experience
Vista Point Advisors   October 2014 - Present
Johnson at Cornell University  June 2012 - Present
Gillette Avenue Enterprises   2010 - June 2014
Citi  2001 - 2010
Goldman Sachs  1995 - 1999

Skills
Investment Banking, Corporate Finance, Banking, Mergers & Acquisitions, Equities, Trading, Financial Modeling, Program Management, Mergers, Finance, Strategy, Derivative Trading, Capital Markets, Valuation, Fixed Income, Private Equity, Venture Capital

Education
Cornell University - Johnson Graduate School of Management   1999 — 2001
Master of Business Administration (MBA)

James Madison University   1991 — 1995
Bachelor of Business Administration (BBA), Computer Information Systems

Bayport Blue Point High School   1988 — 1991
High School Diploma

Brittan Grace Brittan Grace San Francisco, California Details
Brittan Grace's Vista Point Advisors Experience August 2011 - November 2011
Job Investment Associate at Gerding Edlen
Industry Real Estate
Experience
Gerding Edlen  July 2014 - Present
Vaquero Capital  November 2011 - July 2013
Vista Point Advisors   August 2011 - November 2011

Education
Santa Clara University   2007 — 2010
Finance & Economics

Brian Lam Brian Lam San Francisco Bay Area Details
Brian Lam's Vista Point Advisors Experience August 2012 - October 2012
Job Recent graduate from UC Berkeley
Industry Financial Services
Experience
Balboa Capital  August 2015 - August 2015
Square  March 2015 - April 2015
Citi  June 2013 - August 2013
Vista Point Advisors   August 2012 - October 2012
Western Peaks Financial Corporation   June 2012 - August 2012
Moors & Cabot  May 2012 - July 2012

Skills
Financial Analysis, Finance, Portfolio Management

Education
University of California, Berkeley   2012 — 2014
Interdisciplinary Studies, Business Administration, Sociology, Information

Ohlone College
Associate’s Degree

Omar Waheed Omar Waheed San Francisco, California Details
Omar Waheed's Vista Point Advisors Experience February 2011 - January 2012
Job Analyst at Coastland Capital
Industry Investment Management
Experience
Coastland Capital   November 2014 - Present
Hyphen Fund Management LLC   January 2014 - October 2014
Morgan Stanley  July 2012 - January 2014
Vista Point Advisors   February 2011 - January 2012

Education
Haas School of Business, UC Berkeley
Bachelor of Science, Business Administration