643 Capital Management
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643 Capital Management Employees
643 Capital Management February 2013 - Present
Skills
Military, Security Clearance, Government Contracting, DoD, Organizational..., Information Assurance, Project Management, Capital Budgeting, Budget Monitoring, Time & Attendance, Time Management, Property Damage, Real Estate, Invoicing, Microsoft Excel, Inspection, Internal Audit, Organization, Quality Control, Research, Renovation, Customer Service, Typing, Vendor Management, Microsoft Word, salesforce.com
Education
Texas Tech University 2006 — 2008
Selequity October 2014 - Present
643 Capital Management April 2012 - May 2014
McKinley Capital Partners May 2011 - April 2012
Skills
New Venture Development, Operations Management, Real Estate, Investments, Management, Project Management, Financial Modeling, Private Equity, Valuation, Entrepreneurship, Microsoft Excel, Due Diligence, Financial Analysis, Research, Operational Planning
Education
Middlebury College
BA, Environmental Studies, Geography, Spanish
Universidad de Sede Prim
Spanish Language, Culture, Art, Literature
Middlebury College C.V. Starr Summer Language Program
Spanish Language, Culture
John Burroughs School
B2R Finance February 2015 - Present
643 Capital Management October 2013 - January 2015
Morgan Stanley March 2013 - May 2013
Accountemps 2013 - 2013
Bloomingdale's October 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
San Francisco State University 2008 — 2013
Bachelor of Science (B.S.), Business Administration (Concentration in Finance)
National Taiwan University 2012 — 2012
International Chinese Language Program
University of Utah - Employment June 2015 - Present
643 Capital Management February 2015 - May 2015
University of Utah September 2013 - September 2014
Lalinda LLC September 2012 - January 2013
The University of Texas at Arlington January 2012 - May 2012
Skills
General Ledger, Peachtree, Access, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, QuickBooks, Tax Returns, Cost Accounting, Microsoft Word, GAAP, Finance, US GAAP, Account Reconciliation, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Analysis, Individual Federal Tax..., Internal Audit, SQL, Governmental &..., Statistics, Operations Management, IFRS, Calculus, Peer Tutoring, Soccer, Problem Solving, SSRS, SSIS, Accounting
Education
University of Utah 2013 — 2014
Master of Accounting, Audit/Financial Accounting, 3.85
The University of Texas at Arlington 2010 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.95
Dallas County Community College 2009 — 2010
Associate in Science (A.S.), Liberal Sciences, 3.85
Kathmandu Bernhardt Higher Secondary School 2005 — 2007
10+2, Accounting, 77 (Distinction / Outstanding)
643 Capital Management September 2015 - Present
Berkeley Investment Group September 2013 - Present
Stanbic IBTC July 2014 - August 2014
CCSF Learning Assistance Center January 2012 - May 2013
Skills
Bloomberg, Problem Solving, Trading, Portfolio Management, Microsoft Excel, Technical Analysis, Leadership, Financial Analysis, Teamwork, Data Analysis
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Pure Mathematics/ History of Art
643 Capital Management March 2015 - Present
Digital Realty April 2013 - March 2015
Cirrus Asset Management Inc. May 2011 - April 2013
Access ABC - North America September 2004 - November 2009
Prudential Financial June 2001 - February 2003
Skills
Acquistions, Asset Managment, Bond Markets, Capital Markets, Financial Modeling, Hotel Acquisitions, Multi-family, Real Estate Development, Real Estate Private..., Strategic Repositioning, Portfolio Management, Investment Management, Joint Ventures, Finance, Investments, Management, Real Estate, Asset Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
A. Gary Anderson Graduate School of Management - University of California, Riverside 1997 — 2001
Bachelor of Science (B.S.), Finance
643 Capital Management June 2015 - Present
Acadian Asset Management May 2014 - June 2015
Babson College August 2011 - May 2015
Central Bank of Sri Lanka July 2013 - August 2013
Kris Capital Pte. Ltd. May 2013 - June 2013
Westpac May 2012 - August 2012
Skills
Mathematical Analysis, Microsoft Excel, Customer Insight, PowerPoint development, Financial Forecasting, Management, Strategy, Analysis, Start-ups, Financial Analysis, Quantitative Analytics
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Computational & Mathematical Finance, Economics
Wirtschaftsuniversität Wien 2013 — 2013
Bachelor of Business Administration (B.B.A.), Development Economics and International Development
Singapore American School
Singapore American School
643 Capital Management November 2014 - Present
Hewlett-Packard August 2011 - November 2014
Hewlett Packard June 2010 - August 2011
Mercer Investment Consulting January 2008 - May 2010
Mercer September 2005 - December 2007
Citizens Inc June 2004 - August 2005
Skills
Investments, Valuation, Equities, Fixed Income, Due Diligence, Mutual Funds, Asset Allocation, Financial Modeling, Bloomberg, Actuarial Science, Portfolio Management, Financial Analysis, Pensions, Pension Funds, Asset Management, Derivatives, Private Equity, Risk Management
Education
The University of Texas at Austin 2000 — 2004
Bachelors of Science, Mathematics
643 Capital Management April 2012 - Present
Fidelity Capital Markets June 2010 - August 2010
Upromise May 2008 - January 2009
Skills
Private Equity
Education
Harvard University 2006 — 2011
A.B., Environmental Science and Public Policy with focus on Energy
643 Capital Management December 2012 - Present
DrivenDFW Personal Driver Service 2008 - Present
Tink Ink Publications 2003 - January 2014
Blue Chip Transportation / AirCar 1989 - 2003
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Advertising, Digital Marketing, Social Media, Leadership
Education
Elmira College 1979 — 1983
BS, Marketing
643 Capital Management October 2013 - Present
Habitat for Humanity of Indiana September 2012 - August 2013
Habitat for Humanity International May 2012 - August 2012
AmeriCorps August 2011 - May 2012
WonderLab Museum of Health, Science, and Technology August 2011 - May 2012
Habitat for Humanity at Indiana University April 2009 - April 2012
Options for Better Living August 2011 - December 2011
Skills
Nonprofits, Public Speaking, Community Outreach, Fundraising, Non-profits, Microsoft Office, Volunteer Management, Research, Event Planning, Social Media, Project Management, Ruby on Rails, Ruby, Data Analysis, Management, Economics, Leadership Development, Organizational...
Education
Indiana University Bloomington
B.S., Biochemistry
Highland High School
Academic Honors
643 Capital Management March 2015 - Present
CareFusion May 2014 - August 2014
WWM Financial June 2012 - August 2013
Cassidy Turley BRE June 2011 - September 2011
Palomar Hand Car Wash June 2008 - September 2010
Skills
Idea Generation, Investments, Team Management, Entrepreneurship, Sales, Time Management, Networking, Recruiting, Microsoft Excel, Due Diligence, Retail, Marketing, Insurance, Marketing Strategy, Customer Service, Business Strategy, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Leadership, Analysis, Teamwork, Research, Communication, Finance, Financial Analysis, Team Leadership, Market Research
Education
The Ohio State University 2010 — 2014
Bachelor's Degree, Economics
The American Univeristy of Rome 2013 — 2013
Business/History/Italian
Torrey Pines High School
643 Capital Management May 2015 - Present
Premise Properties Ltd. May 2014 - August 2014
Gazzola Developments Inc. January 2010 - August 2013
Skills
Financial Modeling, Financial Analysis, Teamwork, Equity Research, Microsoft Excel, Event Planning, Real Estate Development, Commercial Real Estate..., Investments, Real Estate Pro Forma..., Economics, Finance, Strategy, Time Management, Team Leadership
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (BCom) with Honours, Finance & Real Estate, Academic All Canadian
Università Commerciale 'Luigi Bocconi'
Bachelor of Commerce (BCom)
643 Capital Management October 2012 - Present
Institute for OneWorld Health June 2011 - February 2012
Human Genome Sciences June 2002 - May 2005
GlaxoSmithKline April 1997 - May 2002
Stanford University April 1996 - October 1996
COR Therapeutics (Millennium) May 1993 - May 1996
Genentech (Roche) September 1990 - May 1993
Biotechnology start up companies 1988 - 1990
Skills
Business Development, Business Analysis, Project Management, Start-ups, Cross-functional Team..., Strategy, Program Management, Technology Transfer, Molecular Biology, Management, R&D, Leadership, Market Research, Analytics
Education
Duke University - The Fuqua School of Business 1997 — 1997
NA
University of San Francisco 1994 — 1996
MBA
University of California, Berkeley 1985 — 1988
BA
Moore & Baker January 2015 - April 2015
643 Capital Management February 2014 - October 2014
Novogradac & Company LLP December 2012 - March 2013
Novogradac & Company LLP January 2011 - December 2012
Skills
Auditing, Tax Returns, Financial Statements, ProSystem fx Tax, US GAAP, Leadership, Spanish, LIHTC, QuickBooks, GAAP, Accounting
Education
UCSB 2006 — 2010
Bachelor of Science (BS), Accounting
University of Barcelona 2008 — 2008
Spanish Language and Literature
Chase Paymentech January 2015 - Present
Dunwoody Country Club February 2014 - August 2014
643 Capital Management July 2013 - December 2013
Vx Group May 2013 - July 2013
Texas Furniture Source May 2009 - August 2011
Volunteer October 2008 - March 2009
Skills
Marketing Analysis &..., Team Leadership, People Skills, Sports, Customer Service, Sales, Marketing, Advertising, Microsoft Word, Social Networking, Time Management, Social Media Marketing, Microsoft Excel, Public Speaking, PowerPoint, Leadership, Microsoft Office
Education
Concordia University-Wisconsin 2009 — 2014
Bachelor's Degree, Marketing/Marketing Management, General
Concordia University-Wisconsin 2009 — 2014
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Macquarie Capital Partners July 2015 - Present
Haas School of Business April 2012 - April 2015
The Presidio Group LLC August 2014 - December 2014
643 Capital Management June 2014 - August 2014
Skills
Mathematics, Microsoft Office, Adobe Creative Suite, Financial Analysis, Event Management, Media Production, Social Networking, Data Analysis, Facebook, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Economics, Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor's degree, Business Administration, Computer Science
Thomas Sprigg Wootton High School 2007 — 2011
Robert Half - Financial Services Group June 2015 - Present
Burr Pilger Mayer November 2013 - June 2015
643 Capital Management January 2013 - November 2013
Digital Realty January 2013 - March 2013
Burr Pilger Mayer June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Auditing, QuickBooks, Financial Accounting, Financial Reporting, Accounts Receivable, Accruals, General Ledger, Public Speaking, Youth Mentoring, Tax, Financial Analysis, Financial Statements, Teamwork, Time Management
Education
Sonoma State University 2008 — 2012
Bachelor of Science, Accounting, Cum Laude
Semester at Sea 2011 — 2011
Impacts of Globalization
643 Capital Management March 2013 - Present
Lutronic, Inc December 2012 - February 2013
Skills
Accounting, Tax, Quickbooks, Financial Reporting, Excel, Financial Accounting, Bookkeeping, Microsoft Office, Word, PowerPoint, Accounts Payable, Accounts Receivable, GAAP, Data Entry, Financial Analysis, Vlookup, Invoicing, Sales Tax, Outlook, Account Reconciliation, Data Analysis, MS Excel Pivot Tables, Filters, Microsoft Excel, Auditing, QuickBooks, Bank Reconciliation, Accruals
Education
Northwestern Polytechnic University 2010 — 2012
MBA, Accounting
Inner Mongolia Agriculture University 2006 — 2010
B.S, Finance
RealtyShares February 2015 - Present
643 Capital Management April 2013 - February 2015
Commercial Appraisal Network August 2011 - April 2013
Paramount Appraisals, LLC September 2010 - September 2011
Commerce Bank June 2009 - August 2009
Vector Marketing 2006 - 2007
Skills
Valuation, Real Estate, Commercial Real Estate, Residential Homes, Appraisals, Leases, Real Estate Development, Real Estate Transactions, Investments, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Purchasing Negotiation, Property Management
Education
University of Michigan 2006 — 2010
BA, Economics
The Granada Theatre: Santa Barbara Center for the Performing Arts February 2015 - Present
Eventbrite March 2013 - September 2013
Zoosk April 2013 - May 2013
Pixe Social April 2013 - April 2013
643 Capital Management April 2013 - April 2013
LA Partyworks March 2013 - March 2013
Jimenez Family Organics July 2012 - November 2012
Dr Henry Han, Santa Barbara Herb Clinic July 2011 - November 2012
UC Santa Barbara June 2010 - June 2011
Education
UCSB 2009 — 2011
Bachelor of Arts (B.A.), Global Studies
RealtyShares November 2014 - Present
643 Capital Management February 2013 - November 2014
Barclays August 2010 - August 2012
The Reinvestment Fund August 2009 - September 2009
ADAGE, LLC (An AREVA/Duke Energy Company) May 2009 - September 2009
Diamond Management & Technology Consultants July 2006 - May 2008
Accenture September 2004 - July 2006
Skills
Financial Modeling, Real Estate, Investment Banking, M&A experience, Corporate Development, Entrepreneurship, Entrepreneur, Valuation, Due Diligence, Management Consulting, Renewable Energy, Corporate Finance, Strategy, Private Equity, Emerging Markets, Mergers, Restructuring, Venture Capital, New Venture Development, Capital Markets, Business Strategy
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Real Estate
University of Pennsylvania 2000 — 2004
B.S.E., Mechanical Engineering
643 Capital Management October 2013 - Present
DMnyber & CO August 2012 - October 2013
Mills College 2009 - 2012
KMC Management, LLC 1998 - 2005
Education
Diablo Valley College 2009 — 2011
Associate's degree
Mt Diablo Adult Education
643 Capital Management May 2014 - April 2015
The Housing Cooperative September 2013 - October 2014
HiveWire Inc. June 2013 - August 2013
Cal Calling Center November 2012 - June 2013
Net Impact Berkeley Undergrad January 2013 - May 2013
Student Financial Advisory Committee January 2013 - May 2013
Student Financial Advisory Committee April 2012 - December 2012
Net Impact Berkeley Undergrad April 2012 - December 2012
Net Impact Berkeley Undergrad February 2012 - May 2012
Student Financial Advisory Committee December 2011 - May 2012
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.)
Ohlone College 2009 — 2011
California Polytechnic State University-San Luis Obispo 2006 — 2008
643 Capital Management July 2012 - June 2015
Brown Brothers Harriman December 2009 - March 2012
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Colby College 2005 — 2009
B.A., History
643 Capital Management August 2015 - Present
Bolthouse Farms August 2014 - August 2015
Dean & Susie Spanos September 2009 - June 2014
Dean & Susie Spanos September 2009 - June 2014
University of San Diego August 2009 - January 2011
Madison Wine Company December 2007 - August 2009
Skills
Social Media Marketing, Social Media, PowerPoint, Facebook, Event Planning
Education
University of San Diego 2009 — 2010
Bachelor of Arts (B.A.), Business Administration/Marketing
Bentall Kennedy November 2014 - Present
643 Capital Management May 2014 - November 2014
Walker & Dunlop February 2013 - March 2014
NorthMarq July 2011 - January 2013
NorthMarq June 2010 - August 2010
Sports Plus June 2009 - August 2009
Skills
Real Estate Economics, Valuation, Capital Markets, Investments, Financial Modeling, Asset Management, Due Diligence, Financial Analysis, Portfolio Management, Structured Finance, Commercial Real Estate, Real Estate, Investment Banking, Finance, Real Estate Development, Real Estate Transactions, Investment Properties
Education
Cornell University 2007 — 2011
BS, Industrial and Labor Relations
Landon 1999 — 2007
643 Capital Management October 2012 - Present
Gwen Allison, CPA August 2011 - Present
Grubman Financial Consulting February 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries, Inc May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PwC January 2000 - October 2002
Cristol Financial, Accountants on Call, Accountemps January 1998 - December 1999
Barnes & Associates CPAs 1997 - 1998
Title Nine July 1994 - August 1996
Education
Mills College 1992 — 1994
Master of Arts, English
University of California, Berkeley 1985 — 1989
Bachelor of Arts, English
Dale Carnegie Training
Effective Communications & Human Relations
California State University-East Bay
UC Berkeley Extension
Certificate in Personal Financial Planning