Advanced Equities

Description

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Advanced Equities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advanced Equities. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Advanced Equities Employees

Employee
Years
Job
Industry
Doug Colombo Doug Colombo Greater New York City Area Details
Doug Colombo's Advanced Equities Experience November 2008 - July 2010
Job Senior Regulatory Consultant
Industry Capital Markets
Experience
Renaissance Regulatory Services, Inc.   June 2015 - Present
Otkritie Inc.   January 2011 - May 2015
Maven Strategic Solutions, LLC   2015 - 2015
Maven Strategic Solutions, LLC   2015 - 2015
Colombo Consulting   July 2010 - March 2011
Advanced Equities   November 2008 - July 2010
Unicredit Group (HVB Americas)/Aton Securities (Merger)   October 2004 - March 2008
UniCredit Markets & Investment Banking  2007 - 2008
Alfa Capital Markets (USA), Inc.   January 2003 - October 2004
BISYS Regulatory Services   June 1999 - January 2003

Skills
Series 7, Bookkeeping, Securities, Equities, Capital Markets, Private Equity, Due Diligence, Hedge Funds, Investment Banking, Risk Management, Investments, Trading, Corporate Finance, Venture Capital, Emerging Markets, Series 63, Series 24, Series 27, Series 53, Series 55, Series 99, FINRA, Finance, Management, Fixed Income, Financial Risk, Financial Markets, Analysis, Start-ups, Auditing, Banking

Education
City University of New York-College of Staten Island   1978 — 1981
English

City University of New York City College

Lauren Schleder Lauren Schleder Saint Helena, California Details
Lauren Schleder's Advanced Equities Experience June 2010 - September 2012
Job Corporate Paralegal
Industry Legal Services
Experience
Retail Properties of America, Inc.   April 2013 - October 2013
Bulkmatic Inc.   November 2012 - April 2013
Advanced Equities   June 2010 - September 2012

Skills
Management, Legal Writing, Contract Management, Venture Capital, Private Equity, Corporate Law, Procurement, Due Diligence, Outlook, Microsoft Excel, Leadership, PowerPoint, Sales, Microsoft Office

Education
Loyola University of Chicago   2008 — 2010
Paralegal Studies

San Diego State University-California State University   2004 — 2008
Bachelor's degree, Criminal Justice

John W Kelly, CRPC® John W Kelly, CRPC® San Francisco, California Details
John W Kelly, CRPC®'s Advanced Equities Experience November 2007 - February 2009
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
Advanced Equities   November 2007 - February 2009
Tradelink  July 2006 - November 2007
Oregon Daily Emerald  2005 - 2006

Skills
Finance, Investments, Insurance, Retirement Planning, Equities, Mutual Funds, Asset Allocation, Asset Management, Customer Service, Financial Planning

Education
University of Oregon - Charles H. Lundquist College of Business   2002 — 2006
B.S., Finance, Economics

Larry Yu Larry Yu San Francisco Bay Area Details
Larry Yu's Advanced Equities Experience June 2011 - December 2011
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Lending Club  December 2014 - Present
Credit Suisse  February 2012 - October 2014
Morgan Stanley Smith Barney  December 2011 - February 2012
Advanced Equities   June 2011 - December 2011

Skills
Wealth Management, Asset Allocation, Financial Analysis, Capital Markets, Economics, Finance, Strategy, Alternative Investments, Bloomberg, Data Analysis, Banking, Investments, Financial Modeling

Education
University of California, Berkeley   2007 — 2011
BA, Economics

Carter Mecham Carter Mecham Miami/Fort Lauderdale Area Details
Carter Mecham's Advanced Equities Experience October 2012 - January 2013
Job CFO at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   January 2013 - Present
Advanced Equities   October 2012 - January 2013
Advanced Equities   December 2010 - September 2012
Advanced Equities   August 2007 - December 2010

Skills
Series 7, Series 27, Financial Audits, Microsoft Excel, Access, Compliance11, Capital IQ, Quickbooks, PeopleSoft, Financial Reporting, Financial Modeling, Expense Management, Expense Allocation, Expense Budget..., Budget Process, Budget, Operating Budgets, Budget Reconciliation, Budget Monitoring, Microsoft Word, G/L Reconciliations, Financial Variance..., Variance Explanations, Amortization Schedules, Fixed Asset Depreciation, Consolidated Financial..., Compilation Of..., Financial Statements, Cash Flow Statements, FINRA, Private Equity, Alternative Investments

Education
University of Florida

Hayward Roy Hayward Roy Greater Chicago Area Details
Hayward Roy's Advanced Equities Experience August 2007 - November 2012
Job Vice President of Land Acquisitions at GG Land Group, LLC
Industry Investment Banking
Experience
GG Land Group, LLC   February 2013 - Present
Advanced Equities   August 2007 - November 2012
US Navy - Naval Mobile Construction Battalion   December 2001 - December 2008
Zacks Investment Management  July 2004 - September 2007
Banc of America Investments  November 2002 - June 2004

Skills
Alternative Investments, Investment Banking, Customer Service, Portfolio Management, Investment Advisory, Investment Analysis, Real Estate Private..., Fixed Income, Managed Money, Valuation, Securities, Equities, Finance, Investment Management, Options, Private Equity, Venture Capital

Education
New Horizons Learning Center   2014 — 2014
Lean Six Sigma Green Belt Certification

University of Central Arkansas   1991 — 1996
Business, Finance

Robin M. Shapiro Robin M. Shapiro Chicago, Illinois Details
Robin M. Shapiro's Advanced Equities Experience August 2012 - November 2012
Job Senior Associate at JLL
Industry Information Technology and Services
Experience
JLL  September 2015 - Present
Accenture  April 2014 - September 2015
Accenture  January 2013 - April 2014
Advanced Equities   August 2012 - November 2012
NOWNESS.com, LVMH Moët Hennessy Louis Vuitton Group   June 2011 - August 2011
Fendi  May 2010 - August 2010
The White House, Office of Intergovernmental Affairs   February 2010 - May 2010

Skills
Marketing, Public Relations, Facebook, Nonprofits, Social Networking, Blogging, Strategy, Social Media, Microsoft Office, Research, Photoshop, InDesign, Pagemaker, PowerPoint, Strategic Planning, Branding & Identity, Sales, CRM, Adobe Page Maker, Microsoft Excel, Online Blogging, SalesForce, Business Networking, Organizational..., Technology Management

Education
The George Washington University   2008 — 2012
Bachelor of Arts (B.A.), Psychology and Art History

The American University of Paris   2011 — 2011
Visiting Student, Communications, Advertising, French

University of Chicago Lab Schools

Michelle (Shelby) Beierle Michelle (Shelby) Beierle Chicago, Illinois Details
Michelle (Shelby) Beierle's Advanced Equities Experience August 2010 - July 2011
Job Chief Operating Officer at Taste Savant
Industry Consumer Services
Experience
Taste Savant   May 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago   May 2013 - Present
Self-Employed  April 2012 - Present
Taste Savant   July 2012 - April 2014
BabbaCo LLC   August 2011 - April 2012
Advanced Equities   August 2010 - July 2011
The Northern Trust Company  March 2009 - August 2010
Cantor Fitzgerald  March 2008 - December 2008
Cantor Fitzgerald & Co  April 2007 - March 2008
Keefe, Bruyette & Woods   November 2006 - April 2007

Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Due Diligence, Financial Analysis, Investment Banking, Asset Managment, Private Equity, Investments, Series 7, Alternative Investments, Derivatives, Corporate Finance, Options, Securities, Portfolio Management, Venture Capital, Trading

Education
Tulane University   2002 — 2006
BSM, Finance

Tulane University - A.B. Freeman School of Business   2002 — 2006
Bachelor of Science in Management, Finance

Jeffrey Hiera Jeffrey Hiera Greater Chicago Area Details
Jeffrey Hiera's Advanced Equities Experience February 2009 - February 2012
Job Trade Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   July 2014 - Present
Feltl & Company   March 2013 - June 2014
J.H. Realty and Construction Enterprises   March 2012 - March 2013
Advanced Equities   February 2009 - February 2012
National Securities Corporation  March 2006 - January 2009

Skills
Investments, Equities, Alternative Investments, Private Equity, Securities, Venture Capital, Series 7, Series 63, Valuation, Financial Modeling, Investment Banking, Sales, Due Diligence, Finance, Business Analysis, Series 65, New Business Development

Education
DePaul University   2001 — 2006
Finance, Macroeconomics, Business Administration, International Finance, Portfolio Management, Accounting

Lane Tech College Prep   1997 — 2001

Robert Holton Robert Holton Naperville, Illinois Details
Robert Holton's Advanced Equities Experience 1997 - 2002
Job COO at VideoMedicine
Industry Investment Banking
Experience
VideoMedicine   June 2015 - Present
Blue Rock Capital, LLC   2006 - Present
Equity Global Management   2012 - 2014
Q4 Industries   2002 - 2006
Advanced Equities   1997 - 2002

Skills
Financial Analysis, Capital Markets, Portfolio Management, Real Estate Economics, Valuation, Sales, Public Speaking, Contract Negotiation, Private Equity, Fundraising, Real Estate Development, Due Diligence, Start-ups, Sales Management, Investor Relations, Strategic Planning, Real Estate Transactions, Marketing, New Business Development, Leadership, Business Development, Equities, Series 7, Marketing Strategy, Investments, Negotiation, Real Estate, Asset Managment, Private Placements, Mergers & Acquisitions, Financial Modeling, Project Management, Financial Structuring, Hedge Funds, Team Building, Business Strategy, Entrepreneurship, Disposition, Alternative Investments, Finance, Brokerage, Strategy, Budgets, Management, Real Estate Private..., Structured Finance, Capital Raising, Venture Capital, Capital

Education
DePaul University   2013 — 2014
Bachelor's degree, Business Administration and Finance, 4.0

The Johns Hopkins University   1992 — 1996

Pastor Curt Pastor Curt San Francisco Bay Area Details
Pastor Curt's Advanced Equities Experience 2009 - 2010
Job Imani Nathan Capital Management, Senior Managing Partner
Industry Management Consulting
Experience
Imani Nathan Capital Management   July 2013 - Present
Faith Baptist Church  October 2010 - Present
The Financial West Group   April 2005 - December 2011
Advanced Equities   2009 - 2010

Skills
Hedge Funds, Wealth Management, Mergers, Financial Analysis, New Business Development, Strategic Planning, Microsoft Excel, Due Diligence, Private Equity, Investments, Venture Capital, Investment Strategies, Investment Banking, Sales, Alternative Investments, Series 7, Mergers & Acquisitions, Youth Ministry, Financial Modeling, Portfolio Management, Series 63, Management, Leadership, Ministry Development, Church Events, Entrepreneurship, Discipleship, Bible, Evangelism, Church Growth, Religion, Pastoral Care, Team Building, Public Speaking, Social Networking, Leadership Development, Nonprofits, Event Planning, Fundraising

Education
Trinity College of the Bible and Trinity Theological Seminary   2006 — 2007
Bachelor of Arts (B.A.), Theology/Theological Studies

Bishop College Dallas, TX   1980 — 1984
Religion an Philosophy

James Lynch James Lynch Greater Chicago Area Details
James Lynch's Advanced Equities Experience 2007 - 2009
Job Branch Manager at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   January 2014 - Present
CONCERT Wealth Management   July 2011 - January 2014
Chicago Investment Group/Newbridge Securities   2009 - 2011
Advanced Equities   2007 - 2009
US Fiduciary  2005 - 2007
Bank of America, Investment Services  2002 - 2005
Morgan Stanley  1993 - 2002

Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income

Education
Quincy University   1986 — 1988
BA, Public Relations/Communications

Loras College

Loyola Rome

lincoln park hs

Julian Ignacio, CPA Julian Ignacio, CPA Greater Chicago Area Details
Julian Ignacio, CPA's Advanced Equities Experience June 2011 - August 2011
Job Professional Services Manager at Workiva
Industry Accounting
Experience
Workiva  July 2015 - Present
Crowe Horwath LLP  September 2013 - July 2015
Target  November 2006 - June 2013
Crowe Horwath LLP  June 2012 - August 2012
Advanced Equities   June 2011 - August 2011

Skills
Customer Service, Sarbanes-Oxley Act, Internal Audit, PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Social Media, Access, Budgets, Microsoft Word, Management, Event Planning, Research, Data Entry, Outlook, Inventory Management, Time Management, Data Analysis, SQL, wDesk, XBRL

Education
University of Illinois at Urbana-Champaign - College of Business   2012 — 2013
Master's, Accountancy

University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
Bachelor's, Accountancy/Asian American Studies

Lyons Township High school   2004 — 2008

Alexis R. Fox, CPA Alexis R. Fox, CPA Chicago, Illinois Details
Alexis R. Fox, CPA's Advanced Equities Experience July 2011 - September 2012
Job 2nd Vice President at Northern Trust Hedge Fund Services
Industry Venture Capital & Private Equity
Experience
Northern Trust Hedge Fund Services  September 2012 - Present
Advanced Equities   July 2011 - September 2012
Advanced Equities, Inc.   May 2010 - July 2011
Deloitte & Touche LLP  August 2009 - May 2010
Deloitte & Touche LLP  August 2008 - August 2009
Deloitte & Touche LLP  September 2007 - August 2008
Deloitte & Touche LLP  June 2006 - August 2006

Skills
Financial Reporting, SEC filings, Accounting, Due Diligence

Education
University of Illinois at Urbana-Champaign - College of Business   2003 — 2007
BS, Accountancy

Edward Beitenman Edward Beitenman Las Vegas, Nevada Details
Edward Beitenman's Advanced Equities Experience 2010 - 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Advanced Equities   2010 - 2011
Bank of the West  1987 - 2010

Education
Creighton University   1975 — 1978
Bachelor of Science - Business Administration, Finance

Heather Donahue Ahrens Heather Donahue Ahrens Greater Boston Area Details
Heather Donahue Ahrens's Advanced Equities Experience 2007 - 2008
Job Managing Director at Four Springs Capital LLC1031 Exchange DST National Accounts
Industry Financial Services
Experience
Four Springs Capital LLC  April 2010 - Present
Four Springs Capital LLC  March 2010 - Present
Advanced Equities   2007 - 2008
Spencer Trask  1999 - 2007

Skills
Investments, Finance, Securities, Private Equity, Alternative Investments, Leases, Asset Management, Venture Capital, Commercial Real Estate, Due Diligence, Hedge Funds, Series 7, Valuation, Capital Markets, Real Estate, Investment Properties, Mergers & Acquisitions, Asset Managment, Credit, Series 63, Brokerage, Corporate Development, Investment Banking, Real Estate Economics, Equities, Massachusetts real..., 1031 Exchanges, Portfolio Management

Education
Bryant University   1989 — 1993
BS, Marketing, Finance

Needham High School   1985 — 1989

Baer Fisher Baer Fisher Chicago, Illinois Details
Baer Fisher's Advanced Equities Experience May 2008 - August 2008
Job Assistant Director at Trevian/FC United Soccer Club
Industry Sports
Experience
Loyola Academy  April 2015 - Present
FC United Soccer Club   February 2014 - Present
Trevian/FC United Soccer Club   June 2010 - Present
University of Chicago  June 2009 - June 2010
Advanced Equities   May 2008 - August 2008

Skills
Fundraising, Research, Event Planning, Comparative Politics, Social Media, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Stata

Education
Middlebury College   2005 — 2009
Bachelor of Arts (B.A.), Political Science

Loomis Chaffee   2004 — 2005
Post-Graduate Diploma

Alex Winks Alex Winks Chicago, Illinois Details
Alex Winks's Advanced Equities Experience 2014 - 2015
Job CFO at Paulson Investment Co.
Industry Financial Services
Experience
Paulson Investment Co.  July 2015 - Present
Advanced Equities   2014 - 2015
JPMorgan Chase & Co.   2013 - 2014
Advanced Equities   2011 - 2013
Advanced Equities   2008 - 2011
Wachovia Securities  2007 - 2008
Morgan Stanley  2006 - 2006

Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27

Education
Virginia Commonwealth University - School of Business   2008 — 2010
Master of Business Administration, Concentration in Investments

College of Charleston   2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance

Samuel Malec Samuel Malec New York, New York Details
Samuel Malec's Advanced Equities Experience September 2012 - December 2012
Job Managing Analyst Real Assets, North America at Preqin
Industry Financial Services
Experience
Preqin  July 2015 - Present
Preqin  January 2015 - June 2015
Preqin  June 2013 - December 2014
Advanced Equities   September 2012 - December 2012
John Hancock Financial Network  January 2012 - August 2012
UniCredit Bank of Slovakia   June 2011 - August 2011
Charles Rutenberg Realty  April 2010 - September 2010

Skills
Proficient in Microsoft..., Fluent in Slovakian and..., Private Equity, Series 7, Financial Markets, Venture Capital

Education
City University of New York-Baruch College - Zicklin School of Business   2007 — 2012
Bachelor of Business Administration (BBA), Finance and Investments, 3.71

Arthur Coleman Arthur Coleman Greater New York City Area Details
Arthur Coleman's Advanced Equities Experience 2009 - 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Capital Markets
Experience
Wells Fargo Advisors, LLC  2012 - Present
Advanced Equities   2009 - 2012
Citi Smith Barney  2004 - 2009
Graham & Dodd Value Fund   2003 - 2004
UBS  1996 - 2003
Oppenheimer & Co.   1980 - 1996

Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy

Education
McGill University
BA, Montreal, Canada

University of Bordeaux
Bordeaux, France

American University of Paris
Paris, France

El-ad Sela El-ad Sela Raleigh-Durham, North Carolina Area Details
El-ad Sela's Advanced Equities Experience 2007 - 2008
Job
Industry Marketing and Advertising
Experience
Under the Radar & Coming to Life   2014 - Present
North Carolina Real Estate   2014 - Present
Appnext   2015 - 2015
MOBARIO (ran out of funding)   2013 - April 2014
William Hill  2011 - 2013
dmg - DSNR Media Group   2010 - 2011
dmg - DSNR Media Group   2009 - 2010
S-Cube Financial Consulting Ltd   2008 - 2009
Advanced Equities   2007 - 2008
Aon Consulting  2005 - 2005

Skills
Online Advertising, Business Development, Python, Selenium, Online Marketing, Start-ups, Mobile Advertising, Strategic Partnerships, SEO, Mobile Devices, New Business Development, Email Marketing, Mobile Marketing, CRM, Management, Entrepreneurship, Account Management, Social Media Marketing, SEM, International Sales, Sales Management, Social Media, Product Management, Social Networking, Marketing, Lead Generation, Analytics, Android, E-commerce, Advertising, Digital Marketing, Digital Strategy, Marketing Communications, Digital Media, Google Analytics, Strategy, Mobile Applications, Web Marketing, HTML 5, Affiliate Marketing, Web Analytics, Media Buying, Diplomacy, Conversion Optimization, Campaign Management, Monetization, Marketing Management, Microsoft Excel, Financial Modeling, Web Scraping

Education
Durham Technical Community College
Computer Programming, Specific Applications

The Interdisciplinary Center   2003 — 2007
BA, Diplomacy, Government, & Strategy

Ono Academic College   2009 — 2014
MBA, Finance & Marketing

Michael Freiburg Michael Freiburg Cincinnati Area Details
Michael Freiburg's Advanced Equities Experience June 2001 - January 2002
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan  August 2003 - Present
A.G. Edwards & Sons, Inc.   January 2002 - August 2003
Advanced Equities   June 2001 - January 2002

Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending

Education
University of Notre Dame - Mendoza College of Business   2009 — 2011
Masters, Business Administration

Truman State University   1996 — 2001
Bachelors of Science, Finance

Quincy Notre Dame   1992 — 1996

E Emerson Yearwood E Emerson Yearwood San Francisco Bay Area Details
E Emerson Yearwood's Advanced Equities Experience October 2005 - November 2008
Job VP of Marketing and Business Development
Industry Computer Software
Experience
Digital Element, Inc   May 2009 - Present
Advanced Equities   October 2005 - November 2008
Wachovia Securities, LLC  January 2002 - July 2005

Education
New York University   1995 — 1997
Corporate Finance

Boston University   1993 — 1995
Manufacturing Engineering

Blair Academy
Diploma

Saint Andrew's School

Monika Majka Monika Majka Greater Chicago Area Details
Monika Majka's Advanced Equities Experience July 2010 - Present
Job Assistant Vice President Private Equity Accounting at Advanced Equities
Industry Real Estate
Experience
Advanced Equities   July 2010 - Present
Equity Office Properties Trust  August 2009 - May 2010
ORIX Real Estate Capital. Inc.   July 2004 - March 2009
Grosvenor Capital Management  October 2003 - June 2004
Heitman  2002 - September 2003
Heitman  June 1999 - December 2002
National-Louis University  1992 - 1993

Skills
Partnership Tax Returns, K-1s, GAAP Financial..., Investran, LLC Operating Agreements, IRR, Total Return, Capital Calls, Distributions, Redemptions, SEC Audits, Finra Audits, Capital IQ, Sungard, Treasury Management, Risk Management, Operating Budgets, Budget Process, Loan Agreements, Loan Compliance, Joint Ventures, Partnerships, FAS, Yardi Voyager, SOX Compliancy, GL, Consolidation, IAS 39, UNAV, NCREIF, Valuation, Financial Audits, GAAP, Investments, Accounting

Education
DePaul University   1994 — 1997
BS, Accounting

David Kubica David Kubica Greater Chicago Area Details
David Kubica's Advanced Equities Experience October 2011 - November 2012
Job Compliance Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  June 2014 - Present
CNA Insurance  October 2013 - June 2014
Advanced Equities   October 2011 - November 2012
David A. Noyes & Co.   February 2009 - September 2011
Cytrade Futures   June 2008 - February 2009

Skills
Project Management, Multi Tasking, Writing, Financial Analysis, Personnel Management, Private Equity, Investments, FINRA, Series 7, Uniform Combined State..., Series 24, Venture Capital, Options, Fixed Income, Finance, Analysis, Alternative Investments, Investment Advisory, Series 65, Asset Management, Securities, Mutual Funds, Private Placements, Series 63

Education
DePaul University   2004 — 2008
Bachelor's Degree, Finance, General

DePaul University   2004 — 2008
Bachelor's Degree, Economics

Dave Swenk Dave Swenk Redwood City, California Details
Dave Swenk's Advanced Equities Experience January 2001 - January 2010
Job Dog Handler 1600 hrs.
Industry Consumer Services
Experience
none  Photographer/Inspector Virtual AssistantAIG Real EstateNovember 2011 - November 2011
Klub K-9 Dogcare   October 2010 - August 2011
Advanced Equities   January 2001 - January 2010
First Allied Securities  May 2001 - February 2009
First Allied Securities  May 2001 - February 2009
National University  October 1995 - May 2001
National University  May 1996 - April 2001
Mitchell Instrument Company   September 1993 - February 1996
National University  March 1995 - January 1996
MISTIX   March 1993 - October 1993

Education
The National University
Bachelors of Science, Information Technology with

David Shawn Rogers David Shawn Rogers Greater Chicago Area Details
David Shawn Rogers's Advanced Equities Experience December 2008 - January 2013
Job Principal at R7 Partners
Industry Venture Capital & Private Equity
Experience
R7 Partners   August 2015 - Present
Roth Capital Partners  January 2013 - August 2015
Advanced Equities   December 2008 - January 2013
Advanced Equities   October 2007 - December 2008
First Allied Securities  March 2006 - October 2007
Citigroup  March 2003 - February 2006
Cellpoint Inc,   January 2002 - February 2003

Skills
Salesforce.com, Quickbooks, Microsoft Office, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Asset Managment, Strategic Planning, New Business Development, Business Strategy, Due Diligence, Equities, Entrepreneurship, Business Development, Financial Analysis, Marketing, Investment Banking, Alternative Investments, Series 7, Management, Investor Relations

Education
University of Illinois at Urbana-Champaign   1996 — 1998
BA, Economics, LAS

Soufiane Hilal Soufiane Hilal San Francisco Bay Area Details
Soufiane Hilal's Advanced Equities Experience April 2011 - Present
Job Financial analyst
Industry Financial Services
Experience
Advanced Equities   April 2011 - Present
DHL  May 2008 - June 2009
GlaxoSmithKline  May 2007 - April 2008

Skills
Risk Management, Financial Analysis, Management, Marketing, Analysis

Education
Golden Gate University   2009 — 2011

University of Sunderland   2002 — 2007
Bachelor, Business Information Technology

Ecole Al Jabr

Marty Guthrie Marty Guthrie Greater Chicago Area Details
Marty Guthrie's Advanced Equities Experience 2011 - 2013
Job Investment Manager at gracemason advisors llc
Industry Investment Management
Experience
gracemason advisors llc   2014 - Present
Glenview Il Fire Department   1994 - 2015
Advanced Equities   2011 - 2013
TNL Asset Management LLC   2010 - 2012
National Realty Network  September 2006 - December 2009
Guthrie Realty Services   1999 - 2006
Independent Contractor  1999 - 2001

Skills
Investments, Asset Management, Series 7, Financial Advisory, Alternative Investments, 457 Plans, Rollovers, Private Placements

Education
Loyola University of Chicago   1988 — 1992
Bachelor's Degree

Desmond Orr Desmond Orr Greater Chicago Area Details
Desmond Orr's Advanced Equities Experience 2000 - 2002
Job Coaching
Industry Sports
Experience
VinaKom  March 2010 - June 2010
Advanced Equities   2000 - 2002
Rodman & Renshaw  1991 - 1997
Bear Stearns  1990 - 1991

Education
Eastern Michigan University   1985 — 1987

Neilson Gamble Neilson Gamble Jackson, Wyoming Details
Neilson Gamble's Advanced Equities Experience June 2008 - August 2008
Job Senior Credit Analyst at Rocky Mountain Bank
Industry Financial Services
Experience
Rocky Mountain Bank  January 2015 - Present
Wells Fargo Advisors, LLC  July 2012 - January 2015
SunTrust Robinson Humphrey  July 2010 - July 2012
The LS Group  May 2009 - August 2009
Advanced Equities   June 2008 - August 2008

Skills
Financial Modeling, Analysis, Research, Capital Markets, Corporate Finance, Excel, Financial Analysis, Investments

Education
University of Georgia - Terry College of Business   2006 — 2010
BBA, Finance

Brian O'Keefe Brian O'Keefe San Francisco Bay Area Details
Brian O'Keefe's Advanced Equities Experience May 2007 - May 2009
Job President & CEO at SellPoints, Inc.
Industry Information Technology and Services
Experience
SellPoints, Inc.   August 2012 - Present
Pharus Capital, LLC   January 2011 - Present
Matrix Capital Group, Inc.   March 2010 - January 2011
JBO, LLC   May 2009 - December 2010
Advanced Equities   May 2007 - May 2009
Xyience, Inc   September 2006 - April 2007
AA Capital Partners   April 2004 - August 2006
GE Healthcare, Imaging and Information Systems   June 1999 - March 2004
U.S. Army   June 1995 - June 1999

Skills
Due Diligence, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, Private Equity, Mergers, Corporate Finance, M&A experience, Valuation, Business Strategy, Capital Markets

Education
The University of Chicago Booth School of Business   2001 — 2004
MBA

Marquette University   1991 — 1995
Bachelor of Science (B.S.)

Dana Aultman-Bazinet Dana Aultman-Bazinet Corpus Christi, Texas Area Details
Dana Aultman-Bazinet's Advanced Equities Experience September 2006 - February 2010
Job Manager at Atomic Omelette & Grill
Industry Food & Beverages
Experience
Atomic Omelette & Grill   October 2012 - Present
Twenty One Capital   February 2011 - August 2012
Inglet Blair   2012 - 2012
Advanced Equities   September 2006 - February 2010
Bear Stearns Global Clearing San Francisco   2001 - 2006
Smith Barney  July 1996 - April 2001
Sutro  1996 - 1997

Skills
Trading, Securities, Venture Capital, Client Service, Capital, Compliance, Investments, Asset Management, Due Diligence, Private Equity, Hedge Funds, Investment Banking, Mergers, Risk Management, Management Consulting, Business Strategy, New Business Development, Investor Relations, Start-ups, Wealth Management, Alternative Investments, Operations Management, Customer Relations, Equities, Emerging Markets, Asset Managment, Mergers & Acquisitions, Financial Services, Portfolio Management, Capital Markets, Investment Strategies, Corporate Finance, Fixed Income, Customer Service, Funding, Series 7, Banking, Cash Management, Financial Advisory, Financial Risk, Leadership, Entrepreneurship, Strategic Financial..., Executive Management, Joint Ventures, Management, IPO, Finance, Options, Mutual Funds

Education
Luby's Cafeteria School of Management   1981 — 1981

The University of Texas at Austin

James Pardee James Pardee Chicago, Illinois Details
James Pardee's Advanced Equities Experience August 2011 - December 2012
Job Institutional Group at Neuberger Berman
Industry Investment Management
Experience
Advanced Equities   August 2011 - December 2012

Skills
Financial Modeling, Investments, Financial Analysis, Securities, Options, Equities, Portfolio Management, Private Equity, FINRA, Risk Management, Strategy, Banking

Education
Miami University   2006 — 2010
B.S, Economics

Solon High School   2002 — 2006

Jeffrey S. Fisher Jeffrey S. Fisher Scottsdale, Arizona Details
Jeffrey S. Fisher's Advanced Equities Experience April 2005 - August 2007
Job ConsultingRenewable Energy, Investment Management, Venture Capital
Industry Financial Services
Experience
Carbon Vision   March 2012 - February 2013
Oppenheimer & Co.   September 2010 - 2012
Delaware Street Capital   August 2007 - January 2009
Advanced Equities   April 2005 - August 2007
Bank One  1998 - 2002
Bear Stearns  1994 - 1998
Salomon Brothers  1990 - 1994

Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning

Education
Middlebury College   1978 — 1982
BA, Economics

Nathan Hurty Nathan Hurty San Francisco, California Details
Nathan Hurty's Advanced Equities Experience December 2009 - October 2011
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
Morgan Stanley  October 2011 - September 2013
Advanced Equities   December 2009 - October 2011

Skills
Investments, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Equities, Investor Relations, Finance, Relationship Management, Series 7, Uniform Combined State..., Series 63, Wealth Management, Account Maintenance, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Financial Analysis, Asset Managment, Asset Management, Private Equity, Banking, Friendly Personality, FINRA, Strategy, Microsoft Office, Financial Modeling

Education
Augustana College   2005 — 2009
Business Administration, Finance, International Business, Economics

Max Ostapyshyn Max Ostapyshyn Greater Chicago Area Details
Max Ostapyshyn's Advanced Equities Experience May 2011 - February 2013
Job Senior Accountant at CDK Global (International)
Industry Accounting
Experience
CDK Global (Formerly ADP Dealer Services)   September 2014 - Present
CNA Insurance  February 2013 - September 2014
Advanced Equities   May 2011 - February 2013
Woodfield Fund Administration, LLC  June 2010 - January 2011
Chicago Property Services, Inc.   October 2008 - March 2010

Skills
Accounting, QuickBooks, Financial Statements, Invoicing, Tax Returns, Access Database, Investran, SunGard products, mPartner, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Vlookup, Pivot Tables, Linedata products, mFact, Compliance 11, Capital IQ, Salesforce.com, Private Equity, Equity Valuation, Notary Public, Internal Controls, Valuation, Hedge Funds, Finance, Account Reconciliation, vlook, Hyperion Enterprise, Visio, Oracle Applications, Merlin, SOX Compliancy, Process Flow, Process Flow..., Process Flow Charts

Education
DePaul University
Bachelor of Science in Commerce, Accounting, Magna Cum Laude

DePaul University
Bachelor of Science (B.S.), Accounting

Palatine High School

Christopher Struck Christopher Struck Greater Chicago Area Details
Christopher Struck's Advanced Equities Experience April 2010 - November 2012
Job Wholesaler at First Trust Portfolios
Industry Financial Services
Experience
First Trust  June 2014 - Present
Equus Financial Consulting   November 2012 - Present
Advanced Equities   April 2010 - November 2012
Connelly Roberts & McGivney LLC  July 2007 - December 2009

Skills
Investments, Equities, Financial Advisory, Unit Investment Trusts, Alternative Investments, Capital Markets, Private Equity, Venture Capital, Due Diligence, Private Placements, Hedge Funds, Securities, Investment Banking, Valuation, Asset Management

Education
Michigan State University College of Law   2004 — 2007
Juris Doctor, Legal Studies

Michigan State University   1995 — 1999
Bachelor of Arts - Business, Eli Broad College of Business

Dave Harutian Dave Harutian Greater Chicago Area Details
Dave Harutian's Advanced Equities Experience June 2008 - September 2008
Job Investment Banking Associate at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps  August 2013 - Present
DreamLink   February 2011 - Present
Duff & Phelps  July 2011 - August 2013
Diamond Hill Investments  January 2011 - June 2011
Shell Oil Company  May 2010 - September 2010
Commerce National Bank  June 2006 - May 2010
Copper Run Capital   2009 - 2009
Advanced Equities   June 2008 - September 2008

Skills
Kicking Ass, Valuation, Finance, Private Equity, Investment Banking, Venture Capital, Financial Analysis, Financial Modeling, Mergers & Acquisitions

Education
The Ohio State University   2005 — 2010
BS, Finance, Economics, Russian

J. Cooper Cordin J. Cooper Cordin Greater Chicago Area Details
J. Cooper Cordin's Advanced Equities Experience November 2009 - June 2012
Job
Industry Venture Capital & Private Equity
Experience
Paulson Investment Company, LLC   July 2015 - Present
Windy City Financial Holdings   June 2014 - July 2015
Gryfon Advisors, LLC   April 2013 - July 2015
Gentry Capital Advisors   July 2012 - April 2013
Advanced Equities   November 2009 - June 2012
Zacks Investment Research  2007 - 2008
Elite Mortgage Concepts of Southwest Florida   2004 - 2007
Azure Adventures   2002 - 2006
Merrill Lynch  1999 - 2004

Skills
Private Equity, Venture Capital, Alternative Investments, Investment Banking, Hedge Funds, Equities, Valuation, Investments, Private Placements, Financial Advisory, Start-ups, Securities, Capital, Financial Services, Capital Raising, Financial Structuring, Growth Capital, Entrepreneurship, Finance, Fixed Income, Real Estate, New Business Development, Cleantech, Due Diligence, Corporate Development, Credit, Wealth Management, Debt, Solar Energy, Biofuels, Wind Power, Fuel Cells, Electric Vehicles, Semiconductor Industry, Angel Investing, Strategic Partnerships

Education
University of Illinois at Urbana-Champaign   1993 — 1996
Bachelor of Arts, History, Political Science

University of Illinois Springfield   1996 — 1998
Master of Arts, History

Arizona State University   1991 — 1994

hinsdale central   1988 — 1991

Ali Henrie Ali Henrie Greater Minneapolis-St. Paul Area Details
Ali Henrie's Advanced Equities Experience August 2007 - October 2009
Job Interior Designer
Industry Design
Experience
IE Design   September 2010 - Present
Fashion Institute of Design and Merchandising  November 2007 - April 2010
Advanced Equities   August 2007 - October 2009

Skills
Public Relations, Social Media, Social Networking, Blogging, Brand Development, Fashion, Advertising, Copywriting, Creative Direction, Social Media Marketing, Online Marketing, Facebook, Photoshop, Illustrator, Fashion Writing, Textile Design

Education
Style Design College   2014 — 2015
Certificate of Interior Design, Interior Design

Brigham Young University   2002 — 2007
Bachelor of Arts (BA), Communications, Advertising

Larry Cohen Larry Cohen Greater New York City Area Details
Larry Cohen's Advanced Equities Experience April 2009 - January 2013
Job Managing Director at Paulson Investment Company
Industry Venture Capital & Private Equity
Experience
Paulson Investment Company  January 2013 - Present
Advanced Equities   April 2009 - January 2013
The Maxim Group  January 2004 - January 2007
Lehman Brothers  February 1999 - December 2003

Skills
Private Equity, Equities, Investments, Venture Capital, Wealth Management, Alternative Investments, Strategy, Investment Banking, Valuation, Cleantech, Due Diligence, Risk Management, Emerging Markets, Mergers & Acquisitions, Capital Markets, Private Placements, Financial Structuring, Trading, Asset Management, Hedge Funds, Financial Modeling, Portfolio Management, Options, Securities, Entrepreneurship, Corporate Finance, Financial Markets, Start-ups, Capital Raising

Education
University of California, Los Angeles   1976 — 1980
bach, business

Bill (William Pedersen) Pedersen Bill (William Pedersen) Pedersen San Francisco Bay Area Details
Bill (William Pedersen) Pedersen's Advanced Equities Experience July 2009 - March 2012
Job Senior Managing Director/Sales Management at Paulson Investment Co.
Industry Investment Management
Experience
Paulson Investment Co.  August 2014 - Present
Osborne Partners Capital Managment   March 2012 - August 2014
Advanced Equities   July 2009 - March 2012
Fisher Investments  October 2002 - July 2009
BancWest Investments   March 1999 - October 2002
Wells Fargo Securities  1997 - 1999

Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management

Education
University of California, Davis

Taylor Hollenbeck Taylor Hollenbeck San Francisco, California Details
Taylor Hollenbeck's Advanced Equities Experience January 2010 - January 2011
Job Sr. Demand Generation Manager at OpTerra Energy Services
Industry Marketing and Advertising
Experience
OpTerra Energy Services (formerly Chevron Energy Solutions)   June 2014 - March 2015
Chevron Energy Solutions  September 2012 - September 2014
Chevron Energy Solutions  June 2011 - August 2012
Stone & Youngberg  January 2011 - April 2011
Advanced Equities   January 2010 - January 2011
Advanced Equities   April 2008 - December 2009

Skills
Marketing, Marketing Strategy, Management, Lead Generation, Market Research, Marketing Automation, Leadership, Demand Generation, Salesforce.com, CRM, Business Strategy, Marketo, Email Marketing, Content Marketing, Social Media Marketing, Business Development, Sales, Microsoft Excel, PowerPoint, Account Management, Customer Service, Strategy, Customer Acquisition, Start-ups, SEO, Content Strategy, Online Marketing

Education
University of California, Berkeley
BA, Psychology, 3.85 GPA

Novato High School   1999 — 2003

Markus P Cano Markus P Cano Hartford, Connecticut Area Details
Markus P Cano's Advanced Equities Experience October 2007 - June 2011
Job Managing Partner at Universal Merchant Brokers LLC.
Industry Financial Services
Experience
Universal Merchant Brokers LLC.   September 2013 - Present
Bankers Life and Casualty  June 2011 - May 2013
Advanced Equities   October 2007 - June 2011
Webster Bank  2003 - 2007
Bank of America  2000 - 2003
Sands Brothers Asset Management, LLC   1995 - 2000

Skills
Private Equity, Investments, Wealth Management, Strategic Financial..., Strategic Planning, Editing, Clean Technology, Start-ups, Due Diligence, Venture Capital, Cleantech, Mergers, Asset Managment, New Business Development, Venture Financing, Health Insurance, Insurance, Mergers & Acquisitions, Asset Management, Management, Finance, Equities, Leadership, Fixed Annuities, Portfolio Management, Business Development, Sales, Financial Planning, Banking, Sales Management

Education
Georgia Institute of Technology   2007 — 2009
Advanced Degree Private Equity, Green Technology / Biosciences

Sean Shaughnessey Sean Shaughnessey Kansas City, Missouri Details
Sean Shaughnessey's Advanced Equities Experience June 2007 - March 2010
Job Financial Advisor at Independent Financial Group LLC
Industry Investment Management
Experience
Independent Financial Group LLC  September 2014 - Present
Health Sabbatical   April 2011 - September 2014
S.P. Shaughnessey & Company   March 2002 - April 2011
Advanced Equities   June 2007 - March 2010
Merrill Lynch  October 2005 - June 2007
A.G. Edwards & Sons, Inc.   June 1998 - March 2002
Merrill Lynch  July 1995 - June 1998

Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning

Education
University of Missouri-Columbia   1990 — 1994
BA, History

The Academy of the New Church   1987 — 1990

Sofia E. Sema Sofia E. Sema Greater New York City Area Details
Sofia E. Sema's Advanced Equities Experience November 2007 - July 2010
Job Private Placements, Investment Banking
Industry Investment Banking
Experience
H.C. Wainwright & Co., LLC   December 2014 - Present
Maxim Group, LLC  July 2010 - November 2014
Advanced Equities   November 2007 - July 2010
Matrix Investment Research/Matrix USA LLC   June 2007 - November 2007
Merrill Lynch  February 2007 - June 2007
Merrill Lynch  August 2006 - February 2007
Astor Realty   July 2002 - February 2007

Skills
Private Equity, Investment Banking, Venture Capital, Investments, Alternative Investments, Equity Research, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Mergers, Banking, Securities, Capital Markets, Valuation, Trading, Bloomberg, Asset Management, Bonds, Due Diligence, Series 7, Series 63, Series 79, Risk Management, Bloomberg Terminal, Corporate Finance, Emerging Markets, Fixed Income, Financial Modeling, Wealth Management, C/C++ STL

Education
City University of New York-Baruch College - Zicklin School of Business   2002 — 2007
BBA

Long Island City High School   2000 — 2002
high school Diploma

James Buffington II James Buffington II Chicago, Illinois Details
James Buffington II's Advanced Equities Experience September 2012 - November 2012
Job Student in DePaul University's Masters of Science in Accounting program
Industry Accounting
Experience
DePaul University  September 2013 - Present
KPMG  January 2015 - March 2015
Ann Sather's Restaurant   July 2012 - January 2014
Advanced Equities   September 2012 - November 2012
Gap Inc.  June 2010 - July 2012

Skills
Sales, Customer Service, Series 7, PowerPoint, Operations Management, Microsoft Excel, Microsoft Word, Excel, Word, Accounting, Tax Accounting, Risk Management, Microsoft Office, Financial Analysis, Public Speaking

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2013 — 2015
Master's Degree, Accounting, 3.66 GPA

University of Arizona, Eller College of Management   2007 — 2011
Bachelor of Science in Business Administration, Marketing with a focus in Sales Management and Sports Management

loyola academy

Thomas Kress Thomas Kress Chicago, Illinois Details
Thomas Kress's Advanced Equities Experience January 2012 - June 2012
Job Sales Assistant at Castle Metals
Industry Financial Services
Experience
Castle Metals  July 2015 - Present
Perl Mortgage  April 2013 - July 2015
Perl Mortgage  June 2012 - April 2013
Advanced Equities   January 2012 - June 2012
Advanced Equities   January 2011 - January 2012
JPMorgan Chase  January 2007 - January 2011

Skills
Customer Service, Outlook, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Management, Loans, Encompass, Mortgage Lending, Investments, DocMagic Online, Software Documentation, Residential Mortgages, Organization Skills, Mortgage Servicing, Time Management, Oracle

Education
Aurora University   2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General, GPA: 3.8/4.0

Emilia Bates Emilia Bates Greater Chicago Area Details
Emilia Bates's Advanced Equities Experience January 2012 - August 2013
Job Product Planner at Panasonic USA
Industry Financial Services
Experience
Panasonic USA  June 2014 - Present
Advanced Equities   January 2012 - August 2013
Edward Don & Company  June 2006 - July 2010
Restaurant.com  February 2006 - June 2006
Chase Bank  August 2005 - February 2006
Wyndham International  June 2003 - April 2005

Skills
Salesforce.com, Customer Service, Microsoft Excel, Training, SAP, Salesforce.com..., Microsoft Office, Forecasting, Management, PowerPoint, Accounting, Access, Outlook, PL/SQL, Microsoft Access, Microsoft PowerPoint, Project Management

Education
DeVry University   2013 — 2015
Bachelor of Science, Technical Managment

Northern Illinois University   1998 — 2003

Northern Illinois University - College of Business   1998 — 2003
Business Administration

Bradley Fishman Bradley Fishman New York, New York Details
Bradley Fishman's Advanced Equities Experience March 2011 - April 2012
Job Secondary Direct Venture Capital @ Manhattan Venture Partners
Industry Venture Capital & Private Equity
Experience
Manhattan Venture Partners  July 2014 - Present
citizen.vc   2014 - July 2014
Gentry Capital Advisors(Now GSV Financial Group)   February 2013 - February 2014
Elite Entertainment Technologies, LLC.   April 2012 - February 2014
Advanced Equities   March 2011 - April 2012
Morgan Stanley Smith Barney  July 2010 - March 2011
StudentCity.com  2008 - 2010
Traxi LLC  June 2008 - August 2008
Xtreme Trips  2006 - 2008
CMX Engineering (Formally Schoor DePalma)   June 2006 - August 2006

Skills
Venture Capital, Alternative Investments, Financial Analysis, Real Estate, Start-ups, Private Placements, Investments, Private Equity Funding, Private Equity, Financial Services, Alternative Energy, Raising Venture Capital, Finance, Investment Banking, Portfolio Management, Equities, Analysis, Secondary Market, Marketing, Mergers & Acquisitions

Education
University of Maryland College Park   2006 — 2010
BS Marketing, Robert H Smith School of Business

University of New South Wales   2009 — 2009
The Australian School of Business, International Marketing and Ethics

Petar (Peter) Mostarac Petar (Peter) Mostarac Greater New York City Area Details
Petar (Peter) Mostarac's Advanced Equities Experience September 2008 - April 2009
Job Client Manager at GAM
Industry Investment Management
Experience
GAM  August 2011 - Present
New York Army National Guard  September 2004 - Present
US Army  April 2014 - November 2014
Morgan Stanley  May 2010 - August 2011
Advanced Equities   September 2008 - April 2009
AG Edwards Burke Group-Investments   January 2007 - May 2007
American Roland Food Corporation   October 2003 - January 2006

Skills
Microsoft Excel, PowerPoint, Outlook, Alternative Investments, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Valuation, Fixed Income, Series 7, Microsoft Word, Series 63, Financial Analysis, Mutual Funds, Investments, Bloomberg, Asset Managment, Asset Allocation, Risk Management, Derivatives, Finance, Asset Management, Analysis, Investment Strategies

Education
Fordham University   2004 — 2008
BS, Business Administration-Finance

Xavier High School   2000 — 2004

Michael Rebizant, CPA Michael Rebizant, CPA Greater Chicago Area Details
Michael Rebizant, CPA's Advanced Equities Experience July 2011 - July 2012
Job Tax Analyst at Jackson National Asset Management
Industry Accounting
Experience
Jackson National Asset Management, LLC  July 2014 - Present
Jackson National Asset Management, LLC  August 2012 - July 2014
Advanced Equities   July 2011 - July 2012
Traders Investment Exchange   January 2011 - June 2011
Honey-Can-Do International LLC  May 2009 - August 2010

Skills
Access, Accounting, Equities, Financial Analysis, Financial Modeling, Microsoft Word, Mutual Funds, Options, Private Equity, SQL, Sales, Trading

Education
Loyola University of Chicago   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Elizabeth Katsinas Elizabeth Katsinas Chicago, Illinois Details
Elizabeth Katsinas's Advanced Equities Experience 2012 - 2012
Job Investment Executive
Industry Venture Capital & Private Equity
Experience
Advanced Equities   2012 - 2012

Skills
Venture Capital, Private Equity, Series 7

Education
University of Illinois at Urbana-Champaign

Eshawn Armstrong Eshawn Armstrong Greater New York City Area Details
Eshawn Armstrong's Advanced Equities Experience May 2012 - August 2012
Job State Street
Industry Financial Services
Experience
State Street  November 2014 - Present
Hertz  March 2013 - September 2014
Pace University  May 2012 - September 2012
Advanced Equities   May 2012 - August 2012
Lincoln Financial Group  January 2012 - May 2012

Skills
Investments, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Outlook, Social Networking, Data Analysis, Social Media, Teamwork, Team Leadership, Insurance, Financial Accounting, Microsoft PowerPoint, Self Driven, Retirement Planning, Forecasting, Account Reconciliation, Minitab, Microsoft CRM, Team Oriented, interpersonal, Economics, Accounts Receivable, Financial Planning, Debt Management, Risk Management, tax, Capital Budgeting, Logistics, English, HTML, Java, Oracle SQL Developer, MS Excel Pivot Tables, Visual Basic, SAP, Corporate Tax, hCue, Tax Compliance, Payroll Taxes, Crystal Reports, CSS, Hyperion Enterprise, Financial Reporting

Education
State University of New York at New Paltz   2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting

Pace University - Lubin School of Business   2008 — 2012
Finance/Economics

Milford Academy prep

State University of New York at New Paltz
Bachelor of Science (BS), Accounting

middletown High school

William Metz William Metz Greater Chicago Area Details
William Metz's Advanced Equities Experience May 2005 - November 2012
Job Sr. Investment Executive at Feltl and Company
Industry Financial Services
Experience
Feltl and Company  November 2012 - Present
Advanced Equities   May 2005 - November 2012
Lehman Brothers  January 2000 - May 2005
Cowen and Company  January 1990 - January 2000
Hambrecht & Quist  December 1987 - January 1990
Oppenheimer & Co.   May 1985 - December 1987
Bear Stearns  October 1982 - May 1985
Various Financial Firms   May 1975 - October 1982

Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA

Education
University of Missouri-Columbia   1969 — 1974
BA, MS, History, Geography

Dave Swenk Dave Swenk Redwood City, California Details
Dave Swenk's Advanced Equities Experience June 2008 - February 2010
Job IT Computer Migration Technician Part Time
Industry Consumer Services
Experience
Dell SonicWALL  March 2013 - Present
UBS  March 2014 - March 2014
Symantec  October 2013 - December 2013
(CFE) Computers For Everyone   August 2012 - December 2013
Unisys/Smartech   April 2013 - April 2013
HobbyEngineering.com   March 2013 - March 2013
Triumph Dining   November 2012 - December 2012
Klub K9 Doggy Daycare   October 2010 - August 2011
Advanced Equities   June 2008 - February 2010
Wells Fargo  May 2005 - June 2008

Skills
Technical Support, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Windows xp, windows 7, windows 8, vm ware

Education
National University   1995 — 1998
Bachelor of Science (B.Sc.), Information Technology, B-

Kearny High School   1970 — 1972
Graduation (10 - 12), General, B-

Bill St John Bill St John San Francisco Bay Area Details
Bill St John's Advanced Equities Experience October 2011 - February 2012
Job Business Development Manager at The Entrust Group
Industry Financial Services
Experience
The Entrust Group  July 2012 - Present
Advanced Equities   October 2011 - February 2012
The University Funds   October 2009 - July 2011
Partner Royal Kaanapali Real Estate Company   May 2002 - September 2005

Skills
Investments, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Financial Services, Real Estate, New Business Development, Financial Modeling, Strategic Planning, Wealth Management, Alternative Investments, Mortgage Lending

Education
Seattle University
Bachelor of Science (BS)

The Ohio State University
Master's degree

ccim

Robert Bullard Robert Bullard Greater Chicago Area Details
Robert Bullard's Advanced Equities Experience April 2012 - January 2013
Job Senior Compliance Officer at David A. Noyes & Co.
Industry Financial Services
Experience
David A. Noyes & Co.   October 2014 - Present
Thrivent Financial  April 2014 - October 2014
Big Three   January 2011 - April 2014
Advanced Equities   April 2012 - January 2013
Chicago Investment Group  November 2002 - September 2010
Advanced Equities   July 1999 - November 2002
Primex Trading   December 1997 - July 1999
W.J. Nolan & Company   August 1997 - November 1997

Skills
FINRA, Investments, Series 7, Series 63, Options, Series 24, Alternative Investments, Equities, Wealth Management, Trading, Securities, Asset Managment

Education
Roosevelt University
Business/Political Science

Saint Xavier University   1991 — 1995
Bachelor of Arts; Graduate B.A, Political Science

Cook County State's Attorney's Office

InternshipCook County State's Attorney's Office

Roosevelt University
Masters Program, Business/Political Science

Ashley Schlosser Ashley Schlosser Phoenix, Arizona Area Details
Ashley Schlosser's Advanced Equities Experience October 2009 - August 2010
Job
Industry Construction
Experience
K. Hovnanian Homes  April 2012 - Present
Meritage Homes  August 2010 - April 2012
Advanced Equities   October 2009 - August 2010
Toll Brothers, Inc.   May 2006 - May 2009
Trend Homes  April 2004 - April 2006

Skills
Email Marketing, Advertising, Marketing Strategy, Online Advertising, Copywriting, Event Planning, Direct Mail, Marketing Communications, Construction, Real Estate, Digital Marketing, Homebuilding, Brand Development, Budgets, Outdoor Advertising, Department Budgeting, Marketing Research, Trade Shows, Brand Management, Staff Supervision, Development Of Employees

Education
University of Phoenix   2011 — 2013
Master of Business Administration (M.B.A.)

Arizona State University   2001 — 2004
BS

Real Estate Learning Center   2007 — 2007
Real Estate Salesperson License

Desert Vista High School   1997 — 2001
Diploma

Justin Israelson Justin Israelson Greater New York City Area Details
Justin Israelson's Advanced Equities Experience April 2007 - June 2008
Job Cofounder at StockOx
Industry Food & Beverages
Experience
StockOx   January 2013 - Present
Sycamore Flower Shop + Bar   June 2008 - Present
Advanced Equities   April 2007 - June 2008
LX.TV Life/Style Television   November 2006 - April 2007
AKF Engineers  September 2004 - June 2006

Education
The University of Texas at Austin   1999 — 2004
Bachelor of Science in Electrical Engineering

David DePue David DePue Greater Chicago Area Details
David DePue's Advanced Equities Experience 2001 - 2001
Job AVP Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   2014 - Present
US Bank  2011 - 2014
Bank of America  2009 - 2011
LaSalle Bank  2007 - 2009
Aon Hewitt  2004 - 2007
Xerox Capital Services, LLC  2001 - 2004
Advanced Equities   2001 - 2001

Skills
Investments, Financial Modeling, Fixed Income, Equities, Financial Services, Finance

Education
Illinois State University   1997 — 2001
Bachelor of Science, Finance

Kim Haupin Kim Haupin Greater Chicago Area Details
Kim Haupin's Advanced Equities Experience July 2010 - October 2011
Job Compliance Analyst
Industry Financial Services
Experience
Northern Trust Securities, Inc.   October 2011 - Present
Advanced Equities   July 2010 - October 2011
Advanced Equities   October 2008 - September 2010
Advanced Equities, Inc.   January 2007 - October 2008
Advanced Equities   August 2004 - January 2007
Urban Gateways  June 2003 - July 2004

Education
University of Illinois at Chicago   1998 — 2002
BA, Political Science

Michael Papadakis, MBA, ICD.D Michael Papadakis, MBA, ICD.D Toronto, Canada Area Details
Michael Papadakis, MBA, ICD.D's Advanced Equities Experience September 2006 - March 2008
Job Chief Executive Officer at Booth Centennial Healthcare Linen Services
Industry Hospital & Health Care
Experience
Booth Centennial Healthcare Linen Services  January 2014 - Present
Independent Broker Network Inc.   2013 - Present
Public Services Health and Safety Association  2011 - Present
Family Day Care Services  2006 - Present
Booth Centennial Healthcare Linen Services  2009 - January 2014
Knowledge First Financial  April 2008 - 2012
Advanced Equities   September 2006 - March 2008
Foresters  March 2000 - January 2006
Foresters  October 1995 - February 2000
Allstate Insurance  April 1988 - September 1995

Skills
Corporate Development, Governance, Insurance, Wealth Management, Strategic Planning, Mergers, Risk Management, New Business Development, Start-ups, Change Management, Strategy Development, Marketing Strategy, Innovation, Sales Management, Management Consulting, Executive Management, Restructuring, Profitable Growth, Large Scale Change..., International Business, Investment Banking, Corporate Governance, Equities, Banking, Strategy, Strategic Financial..., Third Party..., Distribution Strategies, Quantitative Research, Financial Services, Leadership, Corporate Finance, Program Management, Marketing, Business Planning, Business Strategy, Due Diligence, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Venture Capital, Financial Planning

Education
Saint Mary's University   1985 — 1987
MBA, Marketing and Finance

York University   1982 — 1985
BA, Economics

Harvard University, John F. Kennedy School of Government

University of Toronto - Rotman School of Management

S. Colin Anthony S. Colin Anthony San Francisco Bay Area Details
S. Colin Anthony's Advanced Equities Experience August 2007 - November 2008
Job Associate Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  March 2014 - Present
RBC Capital Markets  March 2011 - Present
J.P. Morgan Securities   October 2009 - March 2011
Legend Merchant Group  January 2009 - April 2009
Advanced Equities   August 2007 - November 2008
Legend Merchant Group  February 2007 - August 2007
HiFX  July 2006 - January 2007

Skills
Series 7, Series 63, Series 65, Series 55, Asset Management, Mergers & Acquisitions, Wealth Management..., Alternative Investments, Securities, Options, Hedge Funds, Bloomberg, Asset Allocation, Wealth Management, Equity Research, Mutual Funds, Brokerage, Valuation, Strategic Financial..., Financial Services, Stocks, Technical Analysis, High Net Worth..., Relationship Management

Education
University of Oregon   2002 — 2006
BS, Economics, Business

Napier University   2005 — 2006
European Economics

Erik Landsness Erik Landsness San Francisco Bay Area Details
Erik Landsness's Advanced Equities Experience August 2007 - January 2008
Job Broadmark Asset Management LLC
Industry Investment Management
Experience
Broadmark Asset Management LLC  September 2013 - Present
Secure Strategy Group, LLC   July 2013 - Present
Revere Capital Advisors LLC   January 2008 - August 2013
Advanced Equities   August 2007 - January 2008
The Steele Foundation  2006 - 2007
Wells Fargo Private Bank  2005 - 2006
WestLB Panmure   2001 - 2004
Thomas Weisel Partners  2000 - 2001
Volpe Brown Whelan  1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets)   1996 - 1999

Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence

Education
Richmond, The American International University in London   1994 — 1994
MBA

Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]

St. Mary's College of California
Bachelor of Science (BS)

The Thacher School

Jessica Eddins, Psy.D. Jessica Eddins, Psy.D. Washington, District Of Columbia Details
Jessica Eddins, Psy.D.'s Advanced Equities Experience November 2007 - September 2008
Job
Industry Mental Health Care
Experience
NYU/Bellevue Hospital Center & Kirby Forensic Psychiatric Center   July 2014 - June 2015
VA NY Harbor Healthcare System, Manhattan Campus   July 2013 - June 2014
Max & Celia Parnes Clinic   September 2010 - June 2014
NYU/Bellevue Hospital Center  July 2012 - June 2013
Queens Children's Psychiatric Center  September 2011 - August 2012
Mount Sinai Medical Center  October 2007 - September 2011
Mechanical Engineering Magazine, American Society of Mechanical Engineers   August 2009 - August 2010
The Rockefeller Foundation  September 2008 - February 2009
Advanced Equities   November 2007 - September 2008

Skills
Psychology, Psychological Assessment, Cognitive Assessment, Crisis Counseling, Mandarin, Writing, Editing, Research, SPSS, Non-profits, Crisis Intervention, Nonprofits, Psychotherapy, Psychological Testing, Clinical Psychology, Mental Health, Forensic Psychology, Family Therapy, CBT

Education
Ferkauf Graduate School of Psychology, Yeshiva University   2010 — 2015
Psy.D., Clinical Psychology

City University of New York-John Jay College of Criminal Justice   2008 — 2011
MA, Forensic Psychology

Baruch College, City University of New York (CUNY)   2008 — 2008
Intermediate Arabic

Kenyon College   2003 — 2007
BA, Drama, Psychology, Chinese

Middlebury College   2006 — 2006
Intensive Mandarin Chinese

Miss Porter's School   1999 — 2003

Frank Mazzola Frank Mazzola Greater New York City Area Details
Frank Mazzola's Advanced Equities Experience May 2006 - September 2009
Job Family Office
Industry Venture Capital & Private Equity
Experience
Family Office - Private   March 2014 - Present
Felix Investments   September 2009 - March 2014
Advanced Equities   May 2006 - September 2009
Sands Brothers  1997 - 2001

Skills
Private Equity, Entrepreneurship, Alternative Investments, Investments, Venture Capital, Business Strategy, Start-ups, Investor Relations, Mergers, Business Development, Investment Banking, Due Diligence, Corporate Development, Equities, New Business Development, Private Placements, Valuation, Mergers & Acquisitions, Executive Management, Funding, Emerging Markets, IPO, Corporate Finance, Trading, Asset Management, Strategy, Hedge Funds, Project Finance, Capital, Business Planning, Management Consulting, Restructuring, Strategic Partnerships

Education
Pace University   1985 — 1990

Greg Gaumond Greg Gaumond Greater Chicago Area Details
Greg Gaumond's Advanced Equities Experience Event Sales ManagementMcCormick & Schmick's - Gold Coast2005 - Present
Job Investment Executive at Advanced Equities
Industry Venture Capital & Private Equity
Experience
Advanced Equities   Event Sales ManagementMcCormick & Schmick's - Gold Coast2005 - Present

Education
DePaul University   1984 — 1988

Christopher Busby, CFA Christopher Busby, CFA Greater New York City Area Details
Christopher Busby, CFA's Advanced Equities Experience September 2008 - November 2009
Job Vice President at Two Sigma Investments
Industry Investment Management
Experience
Two Sigma Investments  May 2014 - Present
J.P. Morgan   November 2009 - April 2014
Advanced Equities   September 2008 - November 2009
Elmira Jackals, Chicago Hounds, Columbia Inferno (ECHL, UHL, AHL)   October 2005 - May 2008

Skills
Equities, Hedge Funds, Series 7, Alternative Investments, Investments, Securities, Asset Allocation, Asset Management

Education
Miami University   2002 — 2005
B.S., Accounting

Brown University   2000 — 2001

James Tsang James Tsang San Francisco Bay Area Details
James Tsang's Advanced Equities Experience January 2007 - January 2010
Job Network Engineer
Industry Hospital & Health Care
Experience
Dell services - Stanford Children hospital   July 2015 - Present
AS Watson   June 2013 - June 2015
Toll Global Forwarding  March 2010 - June 2013
Advanced Equities   January 2007 - January 2010

Skills
Cisco Nexus, Cisco IOS, Cisco ASA, Cisco Routers, Checkpoint Security, F5 BigIP, Riverbed, RSA SecurID, Cloud Computing, Network Security, Data Center, Networking, Windows Server, Ruckus, IT Management, IT Operations, Integration, Vendor Management, Visio, ITIL Certified, Cisco Certified, Microsoft Certified..., Cisco VPN, Dell Switches, Firewalls, TCP/IP, Security, Cisco Technologies, Routers, Switches, VPN, Troubleshooting, CCNA, Network Design, OSPF, BGP

Education
California State University-Hayward   1999 — 2001
Bachelor of Business Administration (BBA), Computer and Information Sciences

City College of San Francisco

Malcolm Horn,CFP® Malcolm Horn,CFP® Greater Denver Area Details
Malcolm Horn,CFP®'s Advanced Equities Experience July 2001 - February 2002
Job Financial Advisor at Presidential Brokerage
Industry Financial Services
Experience
Presidential Brokerage  June 2012 - Present
VALIC  July 2009 - June 2012
MBC Wealth Management   July 2008 - July 2009
VALIC  May 2002 - May 2008
Advanced Equities   July 2001 - February 2002

Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts

Education
DePaul University   2006 — 2007
Foundation degree, Financial Planning and Services

University of Missouri-Columbia   1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies

Sheharyar Mir Sheharyar Mir San Francisco Bay Area Details
Sheharyar Mir's Advanced Equities Experience February 2007 - Present
Job Investment Executive Trainee at Advanced Equities
Industry Financial Services
Experience
Advanced Equities   February 2007 - Present
Laurels Medical Services   June 2001 - 2009

Education
University of California, Santa Barbara   2005 — 2007
BA, Business Economics with emphasis in accounting

Adrienne Rowland, MHRM Adrienne Rowland, MHRM Houston, Texas Area Details
Adrienne Rowland, MHRM's Advanced Equities Experience April 2007 - August 2013
Job Experienced Customer Service Manager • Team Leader •Project Management •Conflict Resolution • Training and Development
Industry Human Resources
Experience
Thornton Township High Schools District 205   September 2013 - March 2015
Advanced Equities   April 2007 - August 2013
AFTER HOURS FORMALWEAR (f/k/a GINGISS GROUP)   December 2002 - August 2004
Gingiss Group   January 1997 - December 2002

Skills
Employee Recruitment, Staff Training &..., Performance Evaluation, Organizational Planning, Policy & Procedures..., Creative Problem-Solving, Conflict Resolution, Interpersonal &..., Program Development, Employee Relations, Peer Engagement, Versatile Communications, Management, Budgets, •Microsoft word,..., Salesforce.com Centrix,..., Adaptable to Changes, Performance Appraisal, Leadership Development, Recruiting, Strategic Planning, Temporary Placement, Coaching, Nonprofits, Change Management, Personnel Management, Team Building, Hiring, Training, Leadership, Human Resources, Customer Service, Payroll, New Hire Orientations, Microsoft Excel, Microsoft Office, Finance, Onboarding, Interviews, Time Management, Organizational..., Talent Management

Education
Keller Graduate School of Management of DeVry University   2013 — 2015
Master’s Degree, Human Resources Management, 3.89/4.0

DePaul University   1999 — 1999
Certificate, Human Resources Management/Personnel Administration, General

Robert Morris College
Bachelor's Degree, in Business Administration, 3.26/4.0

Bridget Butler Bridget Butler Greater Chicago Area Details
Bridget Butler's Advanced Equities Experience November 1999 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
BW Capital Partners   October 2011 - Present
Advanced Equities   November 1999 - December 2008
Advanced Equities   February 2001 - July 2004
Advanced Equities   November 1999 - February 2001
Madison Securities, Inc   November 1997 - November 1999

Skills
QuickBooks, Payroll, Microsoft Office, Salesforce.com, Alternative Investments, Securities, Private Equity, Asset Managment, Due Diligence, FINRA, Hedge Funds, Venture Capital, Investments, AML, Finance

Education
Purdue University Calumet

Regina Brunton Regina Brunton Greater San Diego Area Details
Regina Brunton's Advanced Equities Experience November 2004 - October 2008
Job Internal wholesaler at Crump Insurance/First Allied
Industry Insurance
Experience
Crump Insurance/First Allied   June 2010 - Present
Advanced Equities   November 2004 - October 2008
Principal Financial Group  July 2002 - November 2004
LPL  October 2000 - April 2002
Sentra Securities  May 1998 - April 1999
Pacific Life  January 1992 - April 1998
First Capital Life  June 1982 - November 1990

Education
San Diego State University-California State University   1974 — 1979
BA, Humanities

Academy of Our Lady of Peace   1969 — 1973
College Prep

Edward Harvey Edward Harvey Greater Philadelphia Area Details
Edward Harvey's Advanced Equities Experience 2009 - 2011
Job Member, Board of Trustees at Pennsylvania Academy of the Fine Arts
Industry Venture Capital & Private Equity
Experience
DreamIt Ventures  2011 - Present
Pennsylvania Academy of the Fine Arts  June 2011 - Present
Dominus Capital   September 2008 - Present
Robin Hood Ventures  2007 - Present
Mid-Atlantic Angel Group   2010 - Present
DreamIt Ventures New York   2011 - 2011
Advanced Equities   2009 - 2011
Advanced Equities   2009 - 2011
Red Robin  2000 - 2010
Quad-C Management, Inc.   April 1990 - December 2003

Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Due Diligence, Angel Investing, Investments, Start-ups, Valuation, Financial Modeling, Entrepreneurship, Corporate Finance, Investment Banking, Growth Capital, Business Strategy, Mergers & Acquisitions, Divestitures, Strategic Partnerships, M&A experience, Emerging Markets

Education
University of Pennsylvania - The Wharton School   1973 — 1974
MBA, Finance

University of Pennsylvania   1967 — 1971
Bachelor of Arts (B.A.), English Literature

Gregory Roenfeldt Gregory Roenfeldt Chicago, Illinois Details
Gregory Roenfeldt's Advanced Equities Experience April 2006 - November 2012
Job GCM Grosvenor Associate
Industry Financial Services
Experience
GCM Grosvenor  June 2014 - Present
Roth Capital Partners - Venture Finance Group   January 2013 - June 2014
Advanced Equities   April 2006 - November 2012
Scudder Investments (Deustche Bank)   September 2001 - December 2005

Skills
Private Equity, Asset Management, Investments, Venture Capital, Alternative Investments, Series 7, Series 24, Equities, Financial Modeling, Securities, Investment Banking, Fixed Income, FINRA, Hedge Funds, Wealth Management, Series 65, Series 63

Education
Illinois State University   1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General

Anthony Valente Anthony Valente New York, New York Details
Anthony Valente's Advanced Equities Experience August 2009 - September 2009
Job CEO at WheresMyConcrete
Industry Computer Software
Experience
WheresMyConcrete   July 2014 - Present
Booz Digital  December 2012 - 2014
Booz & Company  October 2011 - 2014
CabConcierge   May 2011 - January 2012
Northwestern Snowboard Racing Team   April 2010 - June 2011
Northwestern Sustainability Fund   October 2008 - December 2010
Livingstone Partners  June 2010 - August 2010
Goldman Sachs  March 2010 - June 2010
Advanced Equities   August 2009 - September 2009

Skills
Economics, Management Consulting, Strategy, Strategic Planning, Analysis, Entrepreneurship, Innovation, Start-ups, Strategic Consulting, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Mergers, Business Strategy, Financial Analysis, Venture Capital, Investment Banking, Analytics, Financial Services, Finance

Education
Starter League
Ruby on Rails Web Development

Northwestern University

Russell Kairouz Russell Kairouz Greater Los Angeles Area Details
Russell Kairouz's Advanced Equities Experience January 2010 - August 2010
Job Vice President, Regional Director External Wholesaler
Industry Investment Banking
Experience
Hatteras Funds  January 2015 - Present
JPMorgan Chase & Co.   November 2010 - December 2014
JPMorgan Chase & Co.   November 2010 - October 2011
Advanced Equities   January 2010 - August 2010
Fisher Investments  September 2007 - May 2009
Wells Fargo Bank  December 2006 - September 2007
Merrill Lynch  September 2005 - December 2006
USFS  May 2005 - September 2005

Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service

Education
University of California, Davis   2002 — 2006
B.A., Communication/Managerial Economics

Joe Dempsey Joe Dempsey Greater New York City Area Details
Joe Dempsey's Advanced Equities Experience 2007 - 2009
Job CFO at citizen.vc
Industry Investment Banking
Experience
citizen.vc   August 2014 - Present
Intelligent Material Solutions Inc.   March 2014 - Present
Miller Tabak + Co., LLC   July 2013 - March 2014
independent  June 2012 - June 2013
Felix Investments   2009 - June 2012
Advanced Equities   2007 - 2009
Bricato Imports   2002 - 2007
Wachovia Securities  2000 - 2002
Bear Stearns  1996 - 2000
Goldman Sachs  1987 - 1996

Skills
Private Equity, Venture Capital, Investments, Investment Banking, Valuation, Capital Raising, Due Diligence, Alternative Investments, Equities, Corporate Finance, Mergers, Financial Modeling, M&A experience, Corporate Development, Asset Managment, Wealth Management, Start-ups, Risk Management, Business Strategy, Hedge Funds, Mergers & Acquisitions, LBO, Private Placements, IPO, Financial Structuring, Capital Markets

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1980 — 1982
MBA

Dartmouth College   1972 — 1976
AB, Economics

Conner Brown Conner Brown Orange County, California Area Details
Conner Brown's Advanced Equities Experience May 2010 - October 2010
Job Underwriting Associate at Freddie Mac
Industry Real Estate
Experience
Freddie Mac  May 2015 - Present
The Alison Company  June 2014 - May 2015
ACRE Capital LLC (formerly Alliant Capital LLC)   March 2012 - March 2014
Advanced Equities   May 2010 - October 2010
Enterprise International (branch of CRM)   March 2009 - August 2009

Skills
Alternative Investments, Investments, Venture Capital, Series 7, Series 63, Financial Analysis, Private Equity, Microsoft Excel, Strategic Planning, Real Estate, PowerPoint, Marketing, Investment Banking, Microsoft Office, Corporate Development

Education
Azusa Pacific University   2006 — 2010
Bachelors, Business Administration

Azusa Pacific University

Bill Rasoul Bill Rasoul San Francisco Bay Area Details
Bill Rasoul's Advanced Equities Experience June 2010 - October 2011
Job Investment Banking Analyst at Viant Group, LLC
Industry Venture Capital & Private Equity
Experience
Viant Capital, LLC   May 2014 - March 2015
Viant Group, LLC  June 2012 - May 2014
Viant Group, LLC  November 2011 - May 2012
Advanced Equities   June 2010 - October 2011
New Summit Investments   May 2008 - December 2009
Global Crown Capital  July 2006 - December 2006

Skills
Microsoft Office, Financial Analysis, Salesforce, CapitalIQ, Hoovers, Discounted Cash Flow..., Venture Capital, Investment Banking, Research, Financial Modeling, Valuation, Wealth Management, Equity Research, Banking, Strategy

Education
Investment Banking Institute

University of California, Berkeley   2002 — 2007
Bachelor of Science, Material Science Engineering

Edward Beitenman Edward Beitenman Las Vegas, Nevada Details
Edward Beitenman's Advanced Equities Experience July 2010 - April 2011
Job CEO at Beitenman & Company
Industry Financial Services
Experience
Beitenman & Company   April 2013 - Present
Ameriprise Financial Services, Inc.   September 2012 - April 2013
Advanced Equities   July 2010 - April 2011
Bank of The West/Trinity Capital   September 1987 - June 2010
Bank of America  July 1983 - July 1985

Skills
Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Strategic Financial..., Private Equity, Finance, Loans, Banking, Corporate Finance, Sales, Venture Capital, Portfolio Management, Accounting, Cash Flow, Insurance, Financial Services, Credit, Executive Management, Credit Analysis, Series 7, Series 63, Forecasting, Strategy

Education
Creighton University   1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Christopher Pay Christopher Pay Portland, Oregon Area Details
Christopher Pay's Advanced Equities Experience June 2010 - November 2011
Job Analyst
Industry Venture Capital & Private Equity
Experience
MOTUS Recruiting and Staffing  February 2015 - Present
MOTUS Recruiting and Staffing  September 2014 - February 2015
Derner Valuation Consulting   March 2014 - August 2014
MOTUS Recruiting and Staffing  December 2012 - February 2014
Advanced Equities   June 2010 - November 2011
Best Buy  September 2008 - July 2009

Skills
Financial Analysis, Financial Modeling, Capital IQ, Valuation, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Sales, People Skills, Writing, Alternative Investments, Due Diligence

Education
Gonzaga University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General