Aequitas Capital
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Aequitas Capital Employees
Employee
Years
Job
Industry
James Alexander James Alexander's Aequitas Capital Experience July 2014 - Present
Job Capital Formation for Direct Lenders
Industry Financial Services
Experience
FastPay March 2015 - Present
Alternative Capital Associates July 2014 - Present
Aequitas Capital July 2014 - Present
CircleUp July 2013 - January 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Colchis Capital Management, LP May 2012 - January 2014
Education
Stanford University
Webster University (Geneva, Switzerland)
FastPay March 2015 - Present
Alternative Capital Associates July 2014 - Present
Aequitas Capital July 2014 - Present
CircleUp July 2013 - January 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Ldger, Inc. 2015 - 2015
Colchis Capital Management, LP May 2012 - January 2014
Education
Stanford University
Webster University (Geneva, Switzerland)
Marissa E. K. Farrell Marissa E. K. Farrell's Aequitas Capital Experience July 2014 - April 2015
Job Administrative Assistant at CarePayment
Industry Marketing and Advertising
Experience
CarePayment April 2015 - Present
Aequitas Capital July 2014 - April 2015
The Neighborhoods of EYA June 2013 - May 2014
Pinger April 2011 - May 2013
City of San Jose August 2010 - April 2011
City of San Jose May 2010 - August 2010
Santa Clara University October 2006 - March 2010
Skills
Customer Service, Social Media, Facebook, Copywriting, Event Management, InDesign, Advertising, Marketing, Sales, Photoshop, Leadership, Zendesk, Editing, Microsoft Word, Product Marketing, Illustrator, Twitter, Social Media Marketing, Public Speaking, Mobile Devices, HTML, Microsoft Excel, Pinterest
Education
Santa Clara University 2005 — 2009
BA
Punahou School 1992 — 2005
CarePayment April 2015 - Present
Aequitas Capital July 2014 - April 2015
The Neighborhoods of EYA June 2013 - May 2014
Pinger April 2011 - May 2013
City of San Jose August 2010 - April 2011
City of San Jose May 2010 - August 2010
Santa Clara University October 2006 - March 2010
Skills
Customer Service, Social Media, Facebook, Copywriting, Event Management, InDesign, Advertising, Marketing, Sales, Photoshop, Leadership, Zendesk, Editing, Microsoft Word, Product Marketing, Illustrator, Twitter, Social Media Marketing, Public Speaking, Mobile Devices, HTML, Microsoft Excel, Pinterest
Education
Santa Clara University 2005 — 2009
BA
Punahou School 1992 — 2005
Heather Holz Heather Holz's Aequitas Capital Experience May 2015 - Present
Job Staff Accountant at Aequitas Capital
Industry Accounting
Experience
Aequitas Capital May 2015 - Present
CliftonLarsonAllen July 2013 - April 2015
MKTG INC April 2011 - February 2014
Heartland Bank and Trust Company April 2009 - December 2010
Busey September 2008 - April 2009
Skills
Accounting, Financial Reporting, Banking, Tax, Time Management, Customer Service, Financial Accounting, Microsoft Excel, Consulting, Microsoft Office, R&D, Fixed Assets, Cost Segregation, Microsoft Word, GAAP, Sales, Brand Promotions, Management, Project Management, PowerPoint, Leadership, Public Speaking
Education
Illinois State University 2008 — 2013
Bachelor's of Science, Accounting and Finance
Normal West High School 2004 — 2008
High School Diploma, General Studies
Aequitas Capital May 2015 - Present
CliftonLarsonAllen July 2013 - April 2015
MKTG INC April 2011 - February 2014
Heartland Bank and Trust Company April 2009 - December 2010
Busey September 2008 - April 2009
Skills
Accounting, Financial Reporting, Banking, Tax, Time Management, Customer Service, Financial Accounting, Microsoft Excel, Consulting, Microsoft Office, R&D, Fixed Assets, Cost Segregation, Microsoft Word, GAAP, Sales, Brand Promotions, Management, Project Management, PowerPoint, Leadership, Public Speaking
Education
Illinois State University 2008 — 2013
Bachelor's of Science, Accounting and Finance
Normal West High School 2004 — 2008
High School Diploma, General Studies
Arun Varghese's Aequitas Capital Experience August 2015 - Present
Job Capital Markets and Treasury Intern at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Katherine Thibodeaux Katherine Thibodeaux's Aequitas Capital Experience October 2014 - Present
Job Staff Accountant at Aequitas Capital
Industry Accounting
Experience
Aequitas Capital October 2014 - Present
UTi Worldwide August 2014 - October 2014
ESCO Corporation October 2012 - August 2014
OfficeTeam August 2012 - October 2012
University of Chicago FIlm Studies Center October 2011 - June 2012
Luidia April 2011 - February 2012
Reed College Library August 2007 - December 2008
Skills
Analysis, Research, Editing, French, Film Criticism, Social Networking, Writing, Microsoft Office, Competitive Analysis, People Skills, Filing, Microsoft Excel, Oracle R12 Payables, Organizing, Data Analysis, Microsoft Word
Education
University of Chicago 2011 — 2012
MA, Humanities, Media and Cinema Studies
Reed College 2006 — 2010
BA, History
Portland Community College
Accounting
Aequitas Capital October 2014 - Present
UTi Worldwide August 2014 - October 2014
ESCO Corporation October 2012 - August 2014
OfficeTeam August 2012 - October 2012
University of Chicago FIlm Studies Center October 2011 - June 2012
Luidia April 2011 - February 2012
Reed College Library August 2007 - December 2008
Skills
Analysis, Research, Editing, French, Film Criticism, Social Networking, Writing, Microsoft Office, Competitive Analysis, People Skills, Filing, Microsoft Excel, Oracle R12 Payables, Organizing, Data Analysis, Microsoft Word
Education
University of Chicago 2011 — 2012
MA, Humanities, Media and Cinema Studies
Reed College 2006 — 2010
BA, History
Portland Community College
Accounting
Bob Zukis Bob Zukis's Aequitas Capital Experience October 2015 - Present
Job Board Member, Author, Speaker, SaaS Exec, Top 50 IT Governance Expert, @bobzukis
Industry Computer Software
Experience
Aequitas Capital October 2015 - Present
NACD Southern California July 2012 - Present
The Conference Board November 2012 - Present
UC Irvine July 2012 - Present
GENBAND December 2014 - October 2015
Bloomfire April 2014 - September 2014
PwC September 1983 - July 2012
Education
The University of Chicago - Booth School of Business
MBA, with Honors
Texas Tech University
BBA
Harvard Business School
Executive Education - Making Corporate Boards More Effective
Aequitas Capital October 2015 - Present
NACD Southern California July 2012 - Present
The Conference Board November 2012 - Present
UC Irvine July 2012 - Present
GENBAND December 2014 - October 2015
Bloomfire April 2014 - September 2014
PwC September 1983 - July 2012
Education
The University of Chicago - Booth School of Business
MBA, with Honors
Texas Tech University
BBA
Harvard Business School
Executive Education - Making Corporate Boards More Effective
Courtney Longfellow (Millsap)'s Aequitas Capital Experience December 2014 - Present
Job Sales and Reporting Analyst at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
CTC myCFO September 2012 - November 2014
Fiduciary Benchmarks, Inc. March 2011 - September 2012
Headwater Investment Consulting September 2009 - March 2011
Fidelity National Title June 2004 - August 2009
Skills
Salesforce.com..., Salesforce.com, Investments, Portfolio Management, Financial Analysis, Microsoft Office, Alternative Investments, Microsoft Excel, Analysis, Project Management, Performance Measurement, PowerPoint, 401k, Due Diligence, Asset Allocation, Customer Service
Education
Linfield College 2007 — 2011
B.A., Finance, Economics
University of Virginia - Semester at Sea 2010 — 2010
Aequitas Capital December 2014 - Present
CTC myCFO September 2012 - November 2014
Fiduciary Benchmarks, Inc. March 2011 - September 2012
Headwater Investment Consulting September 2009 - March 2011
Fidelity National Title June 2004 - August 2009
Skills
Salesforce.com..., Salesforce.com, Investments, Portfolio Management, Financial Analysis, Microsoft Office, Alternative Investments, Microsoft Excel, Analysis, Project Management, Performance Measurement, PowerPoint, 401k, Due Diligence, Asset Allocation, Customer Service
Education
Linfield College 2007 — 2011
B.A., Finance, Economics
University of Virginia - Semester at Sea 2010 — 2010
Shannon K. Kenyon, MBA's Aequitas Capital Experience April 2015 - Present
Job Learning + Talent Development Specialist at Aequitas Capital
Industry Management Consulting
Experience
Aequitas Capital April 2015 - Present
Paradigm Swift July 2014 - Present
Nike November 2014 - March 2015
The Art Institute of Portland May 2013 - July 2014
The Art Institute of Portland October 2011 - May 2013
Heald College October 2009 - October 2011
Spectrum Health Services January 2009 - June 2009
Obama for America July 2008 - November 2008
Phoenix House September 2005 - August 2006
Skills
Leadership, Training, Team Building, Public Speaking, Higher Education, Admissions, Enrollment Management, Recruiting, Interviews, Staff Development, Student Recruiting, Team Leadership, Career Counseling, Community Outreach, Program Management, Training & Development, Employee Training, Marketing Strategy, Campus, Student Affairs, Student Financial Aid, Writing, Editing, Oral..., Academic Advising, Strategic Hiring, Retaining Customers, Admissions Counseling, Presenter, Adult Education, Student Development, Community Organizing, Student Engagement, College Recruiting, Career Development, Management, Change Management, Corporate Communications, Employee Engagement, Communication, Leadership Development
Education
Marylhurst University 2010 — 2014
MBA, Organizational Behavior
University of California, San Diego 2003 — 2005
Bachelor of Arts, Psychology with Honors
Aequitas Capital April 2015 - Present
Paradigm Swift July 2014 - Present
Nike November 2014 - March 2015
The Art Institute of Portland May 2013 - July 2014
The Art Institute of Portland October 2011 - May 2013
Heald College October 2009 - October 2011
Spectrum Health Services January 2009 - June 2009
Obama for America July 2008 - November 2008
Phoenix House September 2005 - August 2006
Skills
Leadership, Training, Team Building, Public Speaking, Higher Education, Admissions, Enrollment Management, Recruiting, Interviews, Staff Development, Student Recruiting, Team Leadership, Career Counseling, Community Outreach, Program Management, Training & Development, Employee Training, Marketing Strategy, Campus, Student Affairs, Student Financial Aid, Writing, Editing, Oral..., Academic Advising, Strategic Hiring, Retaining Customers, Admissions Counseling, Presenter, Adult Education, Student Development, Community Organizing, Student Engagement, College Recruiting, Career Development, Management, Change Management, Corporate Communications, Employee Engagement, Communication, Leadership Development
Education
Marylhurst University 2010 — 2014
MBA, Organizational Behavior
University of California, San Diego 2003 — 2005
Bachelor of Arts, Psychology with Honors
Laurette Laurie Laurette Laurie's Aequitas Capital Experience September 2014 - Present
Job Executive Assistant at Aequitas Capital
Industry Executive Office
Experience
Aequitas Capital September 2014 - Present
Glynlyon Inc. February 2014 - June 2014
Glynlyon, Inc. August 2011 - February 2014
Glynlyon, Inc. December 2009 - August 2011
Sonnenschein Nath & Rosenthal LLP June 2006 - December 2009
Squire, Sanders & Dempsey March 2004 - March 2006
Marsh Supermarkets, Inc. March 1992 - March 2004
Skills
System Administration, E-Learning, Instructional Design, Team Building, Staff Development, Public Speaking, Customer Service, Strategic Planning, Training, Leadership, Coaching, Outlook, Microsoft Office, Sales, Software Documentation, Budgets, Team Leadership, Project Management, Marketing, Management, Vendor Management, Leadership Development, Social Media, Microsoft Excel, Event Planning, Visio, Employee Relations, PowerPoint, Executive...
Education
University of Arizona
Aequitas Capital September 2014 - Present
Glynlyon Inc. February 2014 - June 2014
Glynlyon, Inc. August 2011 - February 2014
Glynlyon, Inc. December 2009 - August 2011
Sonnenschein Nath & Rosenthal LLP June 2006 - December 2009
Squire, Sanders & Dempsey March 2004 - March 2006
Marsh Supermarkets, Inc. March 1992 - March 2004
Skills
System Administration, E-Learning, Instructional Design, Team Building, Staff Development, Public Speaking, Customer Service, Strategic Planning, Training, Leadership, Coaching, Outlook, Microsoft Office, Sales, Software Documentation, Budgets, Team Leadership, Project Management, Marketing, Management, Vendor Management, Leadership Development, Social Media, Microsoft Excel, Event Planning, Visio, Employee Relations, PowerPoint, Executive...
Education
University of Arizona
Josh Oltman Josh Oltman's Aequitas Capital Experience December 2014 - Present
Job Business Development Consultant (West Coast Region) at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Scott Gillis's Aequitas Capital Experience January 2015 - Present
Job Partner & COO at Aequitas Capital Mgmt. Public company board director & audit comm chair
Industry Venture Capital & Private Equity
Experience
Aequitas Capital January 2015 - Present
Insurance Thought Leadership February 2014 - Present
Liquidmetal Technologies 2011 - Present
Global Hope Network International 2004 - Present
Aequitas Capital October 2014 - January 2015
AIG January 2012 - December 2013
SunAmerica Financial Group 2000 - 2013
AIG Retirement Services, Inc. 1985 - 2012
Integrated Circuits, Inc. 1983 - 1985
Siemens Energy & Automation, Inc. 1978 - 1983
Skills
Finance, Investments, Financial Risk, Retirement, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Insurance, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Board Governance, Board of Directors, Audit Committee, Business Innovation, Non-profit Boards, Non-profit Fund..., Equities, Valuation, Managerial Finance, Private Equity, Finance Transformation, Executive Management, Asset Management, Restructuring, Alternative Investments, Investment Management, Business Process..., GAAP, Enterprise Risk..., Treasury Management, SEC filings, Mentoring
Education
Florida State University - College of Business 1971 — 1975
BS, Accounting
Aequitas Capital January 2015 - Present
Insurance Thought Leadership February 2014 - Present
Liquidmetal Technologies 2011 - Present
Global Hope Network International 2004 - Present
Aequitas Capital October 2014 - January 2015
AIG January 2012 - December 2013
SunAmerica Financial Group 2000 - 2013
AIG Retirement Services, Inc. 1985 - 2012
Integrated Circuits, Inc. 1983 - 1985
Siemens Energy & Automation, Inc. 1978 - 1983
Skills
Finance, Investments, Financial Risk, Retirement, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Insurance, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Process Improvement, Board Governance, Board of Directors, Audit Committee, Business Innovation, Non-profit Boards, Non-profit Fund..., Equities, Valuation, Managerial Finance, Private Equity, Finance Transformation, Executive Management, Asset Management, Restructuring, Alternative Investments, Investment Management, Business Process..., GAAP, Enterprise Risk..., Treasury Management, SEC filings, Mentoring
Education
Florida State University - College of Business 1971 — 1975
BS, Accounting
Coren Wilson Coren Wilson's Aequitas Capital Experience February 2015 - Present
Job Sr. HR and Recruting Assistant at Aequitas Capital
Industry Human Resources
Experience
Aequitas Capital February 2015 - Present
Aequitas Capital Management May 2014 - Present
Hydro-Temp Mechanical December 2013 - May 2014
Target September 2012 - January 2014
Boys and Girls Aid Society of Oregon May 2012 - September 2012
Target December 2007 - May 2012
Warner Pacific College 2008 - 2011
Mallard Landing Assisted Living July 2006 - February 2007
Skills
Social Services, Case Managment, Program Development, Nonprofits, Crisis Intervention, Mental Health, Grant Writing, Group Therapy, Adolescents, Fundraising, Youth Development, Psychology, Public Speaking, CBT, Program Evaluation, Motivational..., Conflict Resolution, Leadership, Career Counseling, Case Management, Training, Resume Writing, Human Resources, Workshop Facilitation, PowerPoint, Microsoft Excel, Management
Education
Warner Pacific College 2008 — 2011
Bachelor's degree, Social Work, Minor in Urban Studies
Clark College 2006 — 2007
Transferred, General Studies
Aequitas Capital February 2015 - Present
Aequitas Capital Management May 2014 - Present
Hydro-Temp Mechanical December 2013 - May 2014
Target September 2012 - January 2014
Boys and Girls Aid Society of Oregon May 2012 - September 2012
Target December 2007 - May 2012
Warner Pacific College 2008 - 2011
Mallard Landing Assisted Living July 2006 - February 2007
Skills
Social Services, Case Managment, Program Development, Nonprofits, Crisis Intervention, Mental Health, Grant Writing, Group Therapy, Adolescents, Fundraising, Youth Development, Psychology, Public Speaking, CBT, Program Evaluation, Motivational..., Conflict Resolution, Leadership, Career Counseling, Case Management, Training, Resume Writing, Human Resources, Workshop Facilitation, PowerPoint, Microsoft Excel, Management
Education
Warner Pacific College 2008 — 2011
Bachelor's degree, Social Work, Minor in Urban Studies
Clark College 2006 — 2007
Transferred, General Studies
Steve Frear Steve Frear's Aequitas Capital Experience January 2015 - Present
Job IT Service Desk Manager at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital January 2015 - Present
D+H (formerly Harland Financial Solutions) February 2012 - December 2014
Harland Financial Solutions June 2009 - February 2012
Harland Financial Solutions June 2006 - May 2009
Hewlett Packard 1992 - 2006
Hewlett-Packard 1992 - 2006
Skills
SharePoint, Data Center, Project Management, Disaster Recovery, Operational Support, CISSP, Information Security, Vendor Management, Security, Virtualization, Windows Server, ITIL, Software Documentation, Microsoft SQL Server, VMware, Active Directory, SQL, Technical Support, Software Development, Network Security, Networking, IT Management, Visio, Windows
Education
University of Richmond 1999 — 2002
BAS, Information Systems
Mt. Hood Community College 1987 — 1989
Associate of Arts and Sciences (AAS), Cable and Community Television
Aequitas Capital January 2015 - Present
D+H (formerly Harland Financial Solutions) February 2012 - December 2014
Harland Financial Solutions June 2009 - February 2012
Harland Financial Solutions June 2006 - May 2009
Hewlett Packard 1992 - 2006
Hewlett-Packard 1992 - 2006
Skills
SharePoint, Data Center, Project Management, Disaster Recovery, Operational Support, CISSP, Information Security, Vendor Management, Security, Virtualization, Windows Server, ITIL, Software Documentation, Microsoft SQL Server, VMware, Active Directory, SQL, Technical Support, Software Development, Network Security, Networking, IT Management, Visio, Windows
Education
University of Richmond 1999 — 2002
BAS, Information Systems
Mt. Hood Community College 1987 — 1989
Associate of Arts and Sciences (AAS), Cable and Community Television
Courtney Schild Courtney Schild's Aequitas Capital Experience August 2015 - Present
Job Graphic Designer at Aequitas Capital
Industry Graphic Design
Experience
Aequitas Capital August 2015 - Present
Aequitas Capital January 2015 - August 2015
Aequitas Capital October 2014 - January 2015
Ideaville August 2014 - October 2014
Glass Agency February 2013 - August 2014
Ideaville October 2012 - February 2013
Sunset Porsche Audi April 2010 - June 2012
Austin Family Business Program October 2010 - November 2011
KBVR-TV April 2010 - June 2011
Sunset Porsche Audi April 2010 - September 2010
Skills
Graphic Design, Social Media, Copywriting, Adobe Creative Cloud, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Microsoft Office, PowerPoint, Final Cut Studio, New Media, Social Media Marketing, Digital Marketing, Marketing, Advertising, Brand Development, Branding, Layout, Graphics, Logo Design, Packaging, Typography, User Experience Design, User Interface Design, Creative Problem Solving, Creative Direction, Art Direction, Customer Service
Education
Oregon State University 2008 — 2012
Bachelor of Fine Arts, Graphic Design
Tigard High School 2003 — 2007
High School Diploma
Aequitas Capital August 2015 - Present
Aequitas Capital January 2015 - August 2015
Aequitas Capital October 2014 - January 2015
Ideaville August 2014 - October 2014
Glass Agency February 2013 - August 2014
Ideaville October 2012 - February 2013
Sunset Porsche Audi April 2010 - June 2012
Austin Family Business Program October 2010 - November 2011
KBVR-TV April 2010 - June 2011
Sunset Porsche Audi April 2010 - September 2010
Skills
Graphic Design, Social Media, Copywriting, Adobe Creative Cloud, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Microsoft Office, PowerPoint, Final Cut Studio, New Media, Social Media Marketing, Digital Marketing, Marketing, Advertising, Brand Development, Branding, Layout, Graphics, Logo Design, Packaging, Typography, User Experience Design, User Interface Design, Creative Problem Solving, Creative Direction, Art Direction, Customer Service
Education
Oregon State University 2008 — 2012
Bachelor of Fine Arts, Graphic Design
Tigard High School 2003 — 2007
High School Diploma
Drew Percival Drew Percival's Aequitas Capital Experience April 2015 - Present
Job Senior Tax Associate at Aequitas Capital
Industry Accounting
Experience
Aequitas Capital April 2015 - Present
Grant Thornton LLP September 2010 - April 2015
UnitedHealth Group May 2009 - August 2009
Danberry Building Corp May 2006 - August 2008
Lund Food Holdings, Inc. May 2005 - August 2005
Skills
Corporate Income Tax..., Personal Income Tax..., GoSystems, OneSource, Microsoft Excel, PowerPoint, Research, Tax Preparation, Partnership Tax Returns, Public Speaking, Proposal Support, Recruiting, Organization, Leadership, Corporate Tax
Education
St. John's University 2006 — 2010
Bachelor of Arts (B.A.), Accounting
The Blake School 1992 — 2006
Aequitas Capital April 2015 - Present
Grant Thornton LLP September 2010 - April 2015
UnitedHealth Group May 2009 - August 2009
Danberry Building Corp May 2006 - August 2008
Lund Food Holdings, Inc. May 2005 - August 2005
Skills
Corporate Income Tax..., Personal Income Tax..., GoSystems, OneSource, Microsoft Excel, PowerPoint, Research, Tax Preparation, Partnership Tax Returns, Public Speaking, Proposal Support, Recruiting, Organization, Leadership, Corporate Tax
Education
St. John's University 2006 — 2010
Bachelor of Arts (B.A.), Accounting
The Blake School 1992 — 2006
Jeffrey Mazer's Aequitas Capital Experience June 2015 - Present
Job Senior Managing Director, Capital Markets and Treasury, at Aequitas Capital
Industry Investment Management
Experience
Aequitas Capital June 2015 - Present
Bank of America Merrill Lynch December 2010 - May 2015
SVB Financial Group February 2008 - November 2010
ACME CAPITAL ADVISORS, LLC 2004 - 2008
LIBRA SECURITIES, LLC 2003 - 2004
ALLSTATE INSURANCE COMPANY 1999 - 2003
ALLSTATE INSURANCE COMPANY 1997 - 1999
ALLSTATE INSURANCE COMPANY 1989 - 1996
AKIN GUMP STRAUSS HAUER & FELD 1987 - 1989
HOGAN & HARTSON 1986 - 1987
Skills
Investments, Cash Management, Portfolio Management, Financial Analysis, Banking, Capital Formation, Strategic Planning, Series 24, Series 7, Series 65, Series 63, Series 53, Chartered Financial..., Investment Strategies, Due Diligence, Restructuring, Financial Advisory, Finance, Insurance, Investment Banking, Capital Markets, Asset Management, Fixed Income, Private Placements, Loans, Structured Finance
Education
Boston University School of Law 1980 — 1983
J.D.
Oberlin College 1975 — 1979
A.B., History and Government
Aequitas Capital June 2015 - Present
Bank of America Merrill Lynch December 2010 - May 2015
SVB Financial Group February 2008 - November 2010
ACME CAPITAL ADVISORS, LLC 2004 - 2008
LIBRA SECURITIES, LLC 2003 - 2004
ALLSTATE INSURANCE COMPANY 1999 - 2003
ALLSTATE INSURANCE COMPANY 1997 - 1999
ALLSTATE INSURANCE COMPANY 1989 - 1996
AKIN GUMP STRAUSS HAUER & FELD 1987 - 1989
HOGAN & HARTSON 1986 - 1987
Skills
Investments, Cash Management, Portfolio Management, Financial Analysis, Banking, Capital Formation, Strategic Planning, Series 24, Series 7, Series 65, Series 63, Series 53, Chartered Financial..., Investment Strategies, Due Diligence, Restructuring, Financial Advisory, Finance, Insurance, Investment Banking, Capital Markets, Asset Management, Fixed Income, Private Placements, Loans, Structured Finance
Education
Boston University School of Law 1980 — 1983
J.D.
Oberlin College 1975 — 1979
A.B., History and Government
Katya Baron Katya Baron's Aequitas Capital Experience July 2015 - Present
Job Managing Director, Capital Markets at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital July 2015 - Present
Sterne Agee July 2013 - May 2015
Gleacher & Company June 2008 - April 2013
Barclays Capital September 2003 - May 2007
FGIC, GE Capital January 2003 - September 2003
J.P. Morgan Securities July 2000 - October 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization
Education
Mount Holyoke College 1998 — 2000
BA, International Relations
Aequitas Capital July 2015 - Present
Sterne Agee July 2013 - May 2015
Gleacher & Company June 2008 - April 2013
Barclays Capital September 2003 - May 2007
FGIC, GE Capital January 2003 - September 2003
J.P. Morgan Securities July 2000 - October 2002
Skills
Capital Markets, Structured Finance, Fixed Income, Investment Banking, Securities, Securitization
Education
Mount Holyoke College 1998 — 2000
BA, International Relations
Tuan Chau Tuan Chau's Aequitas Capital Experience October 2014 - Present
Job PMO Practitioner at Aequitas Capital
Industry Computer Software
Experience
Aequitas Capital October 2014 - Present
The Standard March 2008 - October 2014
DMC Dental 2001 - 2008
Skills
Virtual Teams, SDLC, SharePoint, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Systems Analysis, Software Project..., Program Management, Project Management, Agile Methodologies, User Acceptance Testing, Change Management, Business Process..., Quality Assurance, Waterfall, Process Analysis, SharePoint Designer, InfoPath, Test Automation, Microsoft Office, MS Project, Scrum, Agile Project Management, Business Intelligence, Access, Software Development, Testing, Integration, Cross-functional Team..., Project Planning, Business Requirements, PMP, Software Documentation, PMO, Business Process, SQL, Test Planning, Product Management, Information Technology
Education
Portland State University - School of Business 1995 — 2006
Bachelors, Information Systems & Quantitative Analysis / Supply & Logistics Management
SharePoint 2013 Workflow and InfoPath No-Code Development
SharePoint 2013 Workflow and InfoPath No-Code Development
SharePoint 2013 Workflow and InfoPath No-Code Development
Aequitas Capital October 2014 - Present
The Standard March 2008 - October 2014
DMC Dental 2001 - 2008
Skills
Virtual Teams, SDLC, SharePoint, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, Systems Analysis, Software Project..., Program Management, Project Management, Agile Methodologies, User Acceptance Testing, Change Management, Business Process..., Quality Assurance, Waterfall, Process Analysis, SharePoint Designer, InfoPath, Test Automation, Microsoft Office, MS Project, Scrum, Agile Project Management, Business Intelligence, Access, Software Development, Testing, Integration, Cross-functional Team..., Project Planning, Business Requirements, PMP, Software Documentation, PMO, Business Process, SQL, Test Planning, Product Management, Information Technology
Education
Portland State University - School of Business 1995 — 2006
Bachelors, Information Systems & Quantitative Analysis / Supply & Logistics Management
SharePoint 2013 Workflow and InfoPath No-Code Development
SharePoint 2013 Workflow and InfoPath No-Code Development
SharePoint 2013 Workflow and InfoPath No-Code Development
Scott Digital Macgyver Ellis's Aequitas Capital Experience August 2014 - Present
Job Creative Director looking for interesting projects and interesting possibilities
Industry Computer Software
Experience
Aequitas Capital August 2014 - Present
Digital MacGyver December 1983 - Present
Kiva.org May 2015 - August 2015
Delta 1 Advisors April 2014 - April 2015
Slalom Consulting December 2009 - April 2014
Aivea July 2008 - December 2009
Aivea July 2008 - December 2009
Discover-e Legal 2006 - 2008
Discover-e Legal 2004 - 2006
U.S. Department of Energy December 2004 - April 2005
Skills
SharePoint, System Architecture, Computer Forensics, International Law, Solution Architecture, SQL, MOSS 2007, Web Development, Business Intelligence, Requirements Analysis, Business Analysis, Visio, Microsoft Office, Windows, Agile, WCF, Information Architecture, Software Development, SSRS, Cloud Computing, jQuery, Application Development, SQL Server, Technical Writing, WSS 3.0, Content Management, Windows Server, Litigation, Social Media, Blogging, Microblogging, Tumblr, YouTube, Digg, Flickr, SEO, Web Analytics, Online Reputation..., Collaboration Solutions, Microsoft Office..., Microsoft SQL Server, Project Management, Agile Methodologies, Consulting, Web Services, Agile Project Management, Integration, C#, .NET, SharePoint Server
Education
University of the West of England 2005 — 2007
LLM, Law
Champlain College 2003 — 2005
BS, Digital Forensics
Pioneer Pacific College 2000 — 2002
AAS, Para-Legal Studies "Pre-Law"
Pioneer Pacific College 1999 — 2000
AAS, Computer Science
Jungle Warfare School 1992 — 1993
Certified, Jungle Operations
University of the Air Force 1991 — 1992
Associates of Criminal Justice, Criminal Justice
Air Base Ground Defense School 1991 — 1991
Certified, Protection and Combat
Security Police Acadamy 1991 — 1991
Certified, Law Enforcement
Aequitas Capital August 2014 - Present
Digital MacGyver December 1983 - Present
Kiva.org May 2015 - August 2015
Delta 1 Advisors April 2014 - April 2015
Slalom Consulting December 2009 - April 2014
Aivea July 2008 - December 2009
Aivea July 2008 - December 2009
Discover-e Legal 2006 - 2008
Discover-e Legal 2004 - 2006
U.S. Department of Energy December 2004 - April 2005
Skills
SharePoint, System Architecture, Computer Forensics, International Law, Solution Architecture, SQL, MOSS 2007, Web Development, Business Intelligence, Requirements Analysis, Business Analysis, Visio, Microsoft Office, Windows, Agile, WCF, Information Architecture, Software Development, SSRS, Cloud Computing, jQuery, Application Development, SQL Server, Technical Writing, WSS 3.0, Content Management, Windows Server, Litigation, Social Media, Blogging, Microblogging, Tumblr, YouTube, Digg, Flickr, SEO, Web Analytics, Online Reputation..., Collaboration Solutions, Microsoft Office..., Microsoft SQL Server, Project Management, Agile Methodologies, Consulting, Web Services, Agile Project Management, Integration, C#, .NET, SharePoint Server
Education
University of the West of England 2005 — 2007
LLM, Law
Champlain College 2003 — 2005
BS, Digital Forensics
Pioneer Pacific College 2000 — 2002
AAS, Para-Legal Studies "Pre-Law"
Pioneer Pacific College 1999 — 2000
AAS, Computer Science
Jungle Warfare School 1992 — 1993
Certified, Jungle Operations
University of the Air Force 1991 — 1992
Associates of Criminal Justice, Criminal Justice
Air Base Ground Defense School 1991 — 1991
Certified, Protection and Combat
Security Police Acadamy 1991 — 1991
Certified, Law Enforcement
Christopher Crow, CAIA's Aequitas Capital Experience 2010 - 2015
Job Managing Director at Strong Refuge LLC
Industry Venture Capital & Private Equity
Experience
Strong Refuge LLC 2015 - Present
Aequitas Capital 2010 - 2015
Irvington Capital August 2009 - August 2010
Pacific Crest Securities March 2008 - July 2009
New York Mercantile Exchange 2007 - 2008
Skills
Alternative Investments, Equities, Venture Capital, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Valuation, Fund Of Funds, Asset Management, Financial Analysis, Hedge Funds, Due Diligence, Corporate Development, Investment Strategies, Fixed Income, Corporate Finance, Capital Markets, Mergers & Acquisitions, Investment Banking, Structured Finance, Equity Research, Investor Relations, Emerging Markets, Strategy
Education
Pepperdine University
Finance
West Linn High School
Strong Refuge LLC 2015 - Present
Aequitas Capital 2010 - 2015
Irvington Capital August 2009 - August 2010
Pacific Crest Securities March 2008 - July 2009
New York Mercantile Exchange 2007 - 2008
Skills
Alternative Investments, Equities, Venture Capital, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Valuation, Fund Of Funds, Asset Management, Financial Analysis, Hedge Funds, Due Diligence, Corporate Development, Investment Strategies, Fixed Income, Corporate Finance, Capital Markets, Mergers & Acquisitions, Investment Banking, Structured Finance, Equity Research, Investor Relations, Emerging Markets, Strategy
Education
Pepperdine University
Finance
West Linn High School
Christy Greenwood's Aequitas Capital Experience September 2015 - Present
Job Recruiter at Aequitas Capital
Industry Staffing and Recruiting
Experience
Aequitas Capital September 2015 - Present
Kforce January 2014 - September 2015
Aerotek May 2013 - January 2014
Clemenza's Italian Cafe June 2012 - May 2013
corvallis sports park September 2011 - November 2012
HBS Express May 2010 - June 2011
Corvallis Knights Baseball 2010 - 2010
Skills
Customer Service, Public Speaking, Salesforce.com, Social Media, Microsoft Office, Event Planning, PowerPoint, Vendor Management, Networking, Communication, VMS, Relationship..., Fieldglass, IQ Navigator, Service Coordination, Time Management, Interviews, Recruiting, Management, Temporary Placement, Microsoft Excel, Managing Accounts, Social Networking, Leadership, Relationship Development
Education
Oregon State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Aequitas Capital September 2015 - Present
Kforce January 2014 - September 2015
Aerotek May 2013 - January 2014
Clemenza's Italian Cafe June 2012 - May 2013
corvallis sports park September 2011 - November 2012
HBS Express May 2010 - June 2011
Corvallis Knights Baseball 2010 - 2010
Skills
Customer Service, Public Speaking, Salesforce.com, Social Media, Microsoft Office, Event Planning, PowerPoint, Vendor Management, Networking, Communication, VMS, Relationship..., Fieldglass, IQ Navigator, Service Coordination, Time Management, Interviews, Recruiting, Management, Temporary Placement, Microsoft Excel, Managing Accounts, Social Networking, Leadership, Relationship Development
Education
Oregon State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Mark Bradley Jr Mark Bradley Jr's Aequitas Capital Experience August 2014 - Present
Job IT System Administrator at Aequitas Capital
Industry Information Technology and Services
Experience
Aequitas Capital August 2014 - Present
Charlotte Russe September 2012 - August 2014
Valley Network Solutions January 2011 - August 2012
H/P Technologies October 2010 - November 2010
Kaiser Permanente Inc October 2008 - April 2010
Career TV Inc September 2008 - October 2008
Westaff Support, Inc October 2006 - August 2008
Microsoft/Cisco April 2006 - June 2006
Oregon State University April 2005 - December 2005
Education
Oregon State University 2001 — 2005
New Media Communications, Animation/Computer Science/Computer Engineering
Oregon State University
Bachelor of Science, Multimedia
Aequitas Capital August 2014 - Present
Charlotte Russe September 2012 - August 2014
Valley Network Solutions January 2011 - August 2012
H/P Technologies October 2010 - November 2010
Kaiser Permanente Inc October 2008 - April 2010
Career TV Inc September 2008 - October 2008
Westaff Support, Inc October 2006 - August 2008
Microsoft/Cisco April 2006 - June 2006
Oregon State University April 2005 - December 2005
Education
Oregon State University 2001 — 2005
New Media Communications, Animation/Computer Science/Computer Engineering
Oregon State University
Bachelor of Science, Multimedia
CV Briggler's Aequitas Capital Experience August 2012 - May 2015
Job Senior Associate at Point B
Industry Information Technology and Services
Experience
Point B May 2015 - Present
Aequitas Capital August 2012 - May 2015
Bradson Consulting June 2010 - August 2012
DAMA Portland January 2009 - December 2010
Centerstance February 2007 - June 2010
Point B Solutions April 2004 - February 2007
Waypoint Solutions June 2001 - April 2004
DBPI April 1998 - June 1999
ProDX June 1997 - April 1998
Accenture, TrueNorth, ProDX, DB Professionals January 1995 - June 1997
Skills
Business Intelligence, Project Management, Data Modeling, Data Architecture, Business Analysis, Data Warehousing, Business Process..., Consulting, Systems Analysis, Leadership, SDLC, Data Quality, Requirements Gathering, Management, Oracle
Education
Purdue University 1987 — 1991
B.S., Mathematics
Point B May 2015 - Present
Aequitas Capital August 2012 - May 2015
Bradson Consulting June 2010 - August 2012
DAMA Portland January 2009 - December 2010
Centerstance February 2007 - June 2010
Point B Solutions April 2004 - February 2007
Waypoint Solutions June 2001 - April 2004
DBPI April 1998 - June 1999
ProDX June 1997 - April 1998
Accenture, TrueNorth, ProDX, DB Professionals January 1995 - June 1997
Skills
Business Intelligence, Project Management, Data Modeling, Data Architecture, Business Analysis, Data Warehousing, Business Process..., Consulting, Systems Analysis, Leadership, SDLC, Data Quality, Requirements Gathering, Management, Oracle
Education
Purdue University 1987 — 1991
B.S., Mathematics
Jonathan Kuczer, CPA Jonathan Kuczer, CPA's Aequitas Capital Experience February 2015 - Present
Job Accounting Manager at Aequitas Capital
Industry Accounting
Experience
Aequitas Capital February 2015 - Present
Holiday Retirement June 2011 - January 2015
Deloitte LLP October 2009 - June 2011
US Army July 2001 - July 2006
Education
Marylhurst University 2014 — 2016
Master of Business Administration (MBA), Organizational Behavior
Oregon State University 2006 — 2009
Bachelor of Science, Accountancy and Business Administration
Aequitas Capital February 2015 - Present
Holiday Retirement June 2011 - January 2015
Deloitte LLP October 2009 - June 2011
US Army July 2001 - July 2006
Education
Marylhurst University 2014 — 2016
Master of Business Administration (MBA), Organizational Behavior
Oregon State University 2006 — 2009
Bachelor of Science, Accountancy and Business Administration
Nausser Abushaaban's Aequitas Capital Experience May 2015 - Present
Job
Industry Financial Services
Experience
Aequitas Capital May 2015 - Present
Aequitas Capital Management September 2013 - Present
Skills
Loans, Underwriting, Credit, Data Analysis, Due Diligence, Microsoft Office, Commercial Banking, Financial Modeling, Capital Markets, Microsoft Excel, Financial Analysis, Investments, Corporate Finance, Valuation, Analysis, Management, Finance, Financial Risk, Portfolio Management, Strategy, Risk Management
Education
Portland State University - School of Business 2003 — 2007
BA, Supply & Logistics Management, Finance and Foreign Languages
Aequitas Capital May 2015 - Present
Aequitas Capital Management September 2013 - Present
Skills
Loans, Underwriting, Credit, Data Analysis, Due Diligence, Microsoft Office, Commercial Banking, Financial Modeling, Capital Markets, Microsoft Excel, Financial Analysis, Investments, Corporate Finance, Valuation, Analysis, Management, Finance, Financial Risk, Portfolio Management, Strategy, Risk Management
Education
Portland State University - School of Business 2003 — 2007
BA, Supply & Logistics Management, Finance and Foreign Languages
Alton Meyer Alton Meyer's Aequitas Capital Experience August 2014 - December 2014
Job Technical Project Manager and Analyst
Industry Information Technology and Services
Experience
Aequitas Capital August 2014 - December 2014
Microsoft December 2011 - January 2014
Schakra June 2011 - December 2011
Office 365 - G-BOSS Technical Support Lead December 2010 - May 2011
VMC January 2010 - December 2010
Microsoft July 2008 - July 2009
Alamo Military Surplus September 2004 - March 2007
Fairfax County Public Schools June 2000 - August 2000
Skills
Project Management, Agile Project Management, Scrum, Business Process..., Active Directory, Windows Server, Troubleshooting, SharePoint, Microsoft Exchange, Cloud Computing, Data Modeling, Vendor Relationship..., Powershell, Software Documentation, XP, TCP/IP, Testing, SharePoint Server, Network Administration, Agile Methodologies, Data Analysis
Education
Western Governors University 2014 — 2014
Business Administration and Management, IT
Central New Mexico Community College 2007 — 2008
N/A, Educational Psychology
James Madison University 2002 — 2004
N/A, Philosophy
Rice University 2001 — 2002
N/A, Computer Science
Aequitas Capital August 2014 - December 2014
Microsoft December 2011 - January 2014
Schakra June 2011 - December 2011
Office 365 - G-BOSS Technical Support Lead December 2010 - May 2011
VMC January 2010 - December 2010
Microsoft July 2008 - July 2009
Alamo Military Surplus September 2004 - March 2007
Fairfax County Public Schools June 2000 - August 2000
Skills
Project Management, Agile Project Management, Scrum, Business Process..., Active Directory, Windows Server, Troubleshooting, SharePoint, Microsoft Exchange, Cloud Computing, Data Modeling, Vendor Relationship..., Powershell, Software Documentation, XP, TCP/IP, Testing, SharePoint Server, Network Administration, Agile Methodologies, Data Analysis
Education
Western Governors University 2014 — 2014
Business Administration and Management, IT
Central New Mexico Community College 2007 — 2008
N/A, Educational Psychology
James Madison University 2002 — 2004
N/A, Philosophy
Rice University 2001 — 2002
N/A, Computer Science
Shah Rashid's Aequitas Capital Experience January 2015 - May 2015
Job Sr. Manager of Risk and Pricing Analytics at PLS Financial Services
Industry Financial Services
Experience
PLS Financial Services May 2015 - Present
Aequitas Capital January 2015 - May 2015
Harley-Davidson Financial Services May 2011 - January 2015
M&I Bank April 2010 - May 2011
State Farm Bank June 2007 - April 2010
HSBC September 2000 - May 2007
Skills
Credit Risk, Credit Cards, Risk Management, Credit, Financial Risk, SAS, Credit Analysis, Banking, Credit Scoring, Loans, Financial Analysis, Risk Analytics, Portfolio Management, Underwriting, Financial Modeling, Data Analysis, Forecasting, Mortgage Lending, Basel II, Analysis, Analytics, Finance, Predictive Modeling, Financial Services, Operational Risk, Strategy, Operational Risk..., Consumer Lending, AML, Stress Testing, Enterprise Risk..., Market Risk, Relationship Management, Predictive Analytics, Commercial Banking, Commercial Lending, Retail Banking, Data Mining, Loan Origination, Management, Leadership, Process Improvement
Education
Iowa State University 1996 — 2001
MS, Statistics
Iowa State University - College of Business 1996 — 2001
MS, Business
University of Dhaka 1993 — 1995
MBA, Business Administration
Bangladesh University of Engineering and Technology 1986 — 1991
B.Sc., Civil Engineering
PLS Financial Services May 2015 - Present
Aequitas Capital January 2015 - May 2015
Harley-Davidson Financial Services May 2011 - January 2015
M&I Bank April 2010 - May 2011
State Farm Bank June 2007 - April 2010
HSBC September 2000 - May 2007
Skills
Credit Risk, Credit Cards, Risk Management, Credit, Financial Risk, SAS, Credit Analysis, Banking, Credit Scoring, Loans, Financial Analysis, Risk Analytics, Portfolio Management, Underwriting, Financial Modeling, Data Analysis, Forecasting, Mortgage Lending, Basel II, Analysis, Analytics, Finance, Predictive Modeling, Financial Services, Operational Risk, Strategy, Operational Risk..., Consumer Lending, AML, Stress Testing, Enterprise Risk..., Market Risk, Relationship Management, Predictive Analytics, Commercial Banking, Commercial Lending, Retail Banking, Data Mining, Loan Origination, Management, Leadership, Process Improvement
Education
Iowa State University 1996 — 2001
MS, Statistics
Iowa State University - College of Business 1996 — 2001
MS, Business
University of Dhaka 1993 — 1995
MBA, Business Administration
Bangladesh University of Engineering and Technology 1986 — 1991
B.Sc., Civil Engineering
Steve Hedberg's Aequitas Capital Experience January 2013 - December 2013
Job Chief Operating Officer at Perkins Coie LLP
Industry Financial Services
Experience
Perkins Coie LLP December 2013 - Present
Aequitas Capital January 2013 - December 2013
Perkins Coie LLP 1992 - 2012
Miller Nash 1985 - 1992
Skills
Litigation, Commercial Litigation, Intellectual Property, Bankruptcy, Restructuring, Mergers & Acquisitions, Arbitration, Corporate Law, Corporate Governance, Licensing, Due Diligence, Private Equity, Legal Research, Mediation, Legal Writing, Employment Law
Education
Lewis & Clark Law School 1981 — 1984
Juris Doctor, Law
Portland State University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Perkins Coie LLP December 2013 - Present
Aequitas Capital January 2013 - December 2013
Perkins Coie LLP 1992 - 2012
Miller Nash 1985 - 1992
Skills
Litigation, Commercial Litigation, Intellectual Property, Bankruptcy, Restructuring, Mergers & Acquisitions, Arbitration, Corporate Law, Corporate Governance, Licensing, Due Diligence, Private Equity, Legal Research, Mediation, Legal Writing, Employment Law
Education
Lewis & Clark Law School 1981 — 1984
Juris Doctor, Law
Portland State University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
John Wehn's Aequitas Capital Experience January 2015 - Present
Job Business Intelligence Analyst at Aequitas Capital
Industry Computer Software
Experience
Aequitas Capital January 2015 - Present
Freelance October 2013 - December 2014
MiDash (formerly Left Brain DGA) September 2012 - October 2013
Left Brain DGA March 2012 - September 2012
Left Brain DGA October 2011 - March 2012
Quest Software July 2004 - August 2011
Galaxy Technologies, Inc. October 1998 - July 2004
Producers Entertainment Group 1995 - 1998
Skills
Windows, Problem Solving, Customer Relations, Active Directory, Microsoft Office, Troubleshooting, VMware, Email Migration, Marketing Automation, Project Management, Virtualization, Customer Service, Lead Generation, Cloud Computing, Technical Support, Enterprise Software, SaaS, Eloqua
Education
Green Fields Country Day School
Reed College
BA, English Literature
Aequitas Capital January 2015 - Present
Freelance October 2013 - December 2014
MiDash (formerly Left Brain DGA) September 2012 - October 2013
Left Brain DGA March 2012 - September 2012
Left Brain DGA October 2011 - March 2012
Quest Software July 2004 - August 2011
Galaxy Technologies, Inc. October 1998 - July 2004
Producers Entertainment Group 1995 - 1998
Skills
Windows, Problem Solving, Customer Relations, Active Directory, Microsoft Office, Troubleshooting, VMware, Email Migration, Marketing Automation, Project Management, Virtualization, Customer Service, Lead Generation, Cloud Computing, Technical Support, Enterprise Software, SaaS, Eloqua
Education
Green Fields Country Day School
Reed College
BA, English Literature
Thomas Reiter's Aequitas Capital Experience 2011 - 2013
Job Principal & President at Sentinel Development
Industry Real Estate
Experience
Sentinel Development 2015 - Present
Quantum Endeavors, LLC 2005 - Present
Aequitas Capital 2011 - 2013
Bromont Group and MC Management 2003 - 2008
The Corky McMillin Companies January 2002 - December 2003
KPMG 1999 - 2002
EY 1996 - 1999
Skills
Investments, Private Equity, Management, Mergers, Financial Structuring, Real Estate Development, Investment Properties, Mergers & Acquisitions, Asset Management, Portfolio Management, Alternative Investments, Valuation, Hedge Funds, Due Diligence, Financial Modeling
Education
St. Cloud State University
BS, Finance and Accounting
Sentinel Development 2015 - Present
Quantum Endeavors, LLC 2005 - Present
Aequitas Capital 2011 - 2013
Bromont Group and MC Management 2003 - 2008
The Corky McMillin Companies January 2002 - December 2003
KPMG 1999 - 2002
EY 1996 - 1999
Skills
Investments, Private Equity, Management, Mergers, Financial Structuring, Real Estate Development, Investment Properties, Mergers & Acquisitions, Asset Management, Portfolio Management, Alternative Investments, Valuation, Hedge Funds, Due Diligence, Financial Modeling
Education
St. Cloud State University
BS, Finance and Accounting
Nathan Reed's Aequitas Capital Experience July 2015 - Present
Job Director of Business Intelligence at Aequitas Capital
Industry Banking
Experience
Aequitas Capital July 2015 - Present
Meta Payment Systems February 2012 - July 2015
Citi March 2004 - February 2012
BANKFIRST January 1999 - February 2004
Skills
SQL, SAS, Data Warehousing, Access, Microsoft SQL Server, Software Development, Analytics, Testing, Management, Oracle, Business Analysis, Credit Cards, Process Improvement, Risk Management, Banking
Education
Boise State University
work, Music Education
National American University
Bachelor of Science, Computer Science
University of Advancing Computer Technologies
work, Computer Science
Aequitas Capital July 2015 - Present
Meta Payment Systems February 2012 - July 2015
Citi March 2004 - February 2012
BANKFIRST January 1999 - February 2004
Skills
SQL, SAS, Data Warehousing, Access, Microsoft SQL Server, Software Development, Analytics, Testing, Management, Oracle, Business Analysis, Credit Cards, Process Improvement, Risk Management, Banking
Education
Boise State University
work, Music Education
National American University
Bachelor of Science, Computer Science
University of Advancing Computer Technologies
work, Computer Science
Rick Bruno, CPA's Aequitas Capital Experience December 2014 - Present
Job Accounting Manager at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
Climax Portable Machine Tools September 2011 - December 2014
Evraz Inc NA March 2011 - June 2011
Accero Inc. April 2010 - March 2011
Con-way October 2007 - April 2010
Grant Thornton LLP October 2005 - September 2007
Deloitte Tax 2001 - 2003
Skills
Accounting, Financial Reporting, Tax, SEC filings, Microsoft Excel, Tax Accounting, Financial Analysis, Auditing, Internal Controls
Education
Utah State University 2000 — 2001
Master's degree, Accounting
Brigham Young University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Aequitas Capital December 2014 - Present
Climax Portable Machine Tools September 2011 - December 2014
Evraz Inc NA March 2011 - June 2011
Accero Inc. April 2010 - March 2011
Con-way October 2007 - April 2010
Grant Thornton LLP October 2005 - September 2007
Deloitte Tax 2001 - 2003
Skills
Accounting, Financial Reporting, Tax, SEC filings, Microsoft Excel, Tax Accounting, Financial Analysis, Auditing, Internal Controls
Education
Utah State University 2000 — 2001
Master's degree, Accounting
Brigham Young University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Bob Holmen's Aequitas Capital Experience June 2015 - Present
Job General Counsel at Aequitas Capital
Industry Venture Capital & Private Equity
Experience
Aequitas Capital June 2015 - Present
Holmen Ventures June 2013 - Present
Miramar Venture Partners February 2001 - Present
UC Irvine August 2014 - Present
USC Marshall School of Business January 2012 - May 2014
First Consulting Group 1999 - 2001
CoCensys, Inc. 1997 - 1999
National Education Corporation 1994 - 1997
Morrison & Foerster LLP 1992 - 1994
Latham & Watkins 1989 - 1992
Skills
M&A experience, Commercialization, Change Management, Budgets, Venture Capital, Start-ups, Entrepreneurship, Corporate Development, Mergers, Strategic Partnerships, Due Diligence, Business Strategy, Strategic Planning, Financial Modeling, Private Equity, Strategy, Business Development, Angel Investing, Product Management, Mergers & Acquisitions, Cloud Computing, Corporate Finance, Executive Management, International Business, Business Planning, Management Consulting, Cross-functional Team..., Finance, Product Marketing, Acquisition Integration, Competitive Analysis, Investments, Valuation, Emerging Markets, Management
Education
University of California, Berkeley - School of Law 1986 — 1989
JD
Stanford University 1981 — 1985
BS, Electrical Engineering
Aequitas Capital June 2015 - Present
Holmen Ventures June 2013 - Present
Miramar Venture Partners February 2001 - Present
UC Irvine August 2014 - Present
USC Marshall School of Business January 2012 - May 2014
First Consulting Group 1999 - 2001
CoCensys, Inc. 1997 - 1999
National Education Corporation 1994 - 1997
Morrison & Foerster LLP 1992 - 1994
Latham & Watkins 1989 - 1992
Skills
M&A experience, Commercialization, Change Management, Budgets, Venture Capital, Start-ups, Entrepreneurship, Corporate Development, Mergers, Strategic Partnerships, Due Diligence, Business Strategy, Strategic Planning, Financial Modeling, Private Equity, Strategy, Business Development, Angel Investing, Product Management, Mergers & Acquisitions, Cloud Computing, Corporate Finance, Executive Management, International Business, Business Planning, Management Consulting, Cross-functional Team..., Finance, Product Marketing, Acquisition Integration, Competitive Analysis, Investments, Valuation, Emerging Markets, Management
Education
University of California, Berkeley - School of Law 1986 — 1989
JD
Stanford University 1981 — 1985
BS, Electrical Engineering
Bill Hennessey's Aequitas Capital Experience August 2014 - March 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
TIAA-CREF July 2015 - Present
Aequitas Capital August 2014 - March 2015
Charles Schwab March 2007 - August 2014
TD Ameritrade 2005 - 2007
Fidelity Investments 1997 - 2005
Skills
Series 7, Series 24, Series 6, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, FINRA, Securities, Uniform Combined State..., Series 65, 401k, Retirement, Alternative Investments, Private Equity, RIA, Closed-end Funds, Growth Capital, Succession Planning
Education
University of Cincinnati 1987 — 1992
Mike Shaw's Aequitas Capital Experience August 2015 - Present
Job Recruiting Manager at Aequitas Capital
Industry Human Resources
Experience
Aequitas Capital August 2015 - Present
Aequitas Capital Management January 2014 - August 2015
Kforce April 2013 - January 2014
Maxim Healthcare Services May 2011 - April 2013
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Microsoft Excel, Recruiting, Onboarding, Contract Recruitment, Technical Recruiting, PowerPoint, Microsoft Office, Internet Recruiting, Human Resources, Temporary Placement, Payroll, New Hire Orientations, Management, Networking
Education
Portland State University 2008 — 2010
Bachelor of Science, Human Resources Management and Management/Leadership
Aequitas Capital August 2015 - Present
Aequitas Capital Management January 2014 - August 2015
Kforce April 2013 - January 2014
Maxim Healthcare Services May 2011 - April 2013
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Microsoft Excel, Recruiting, Onboarding, Contract Recruitment, Technical Recruiting, PowerPoint, Microsoft Office, Internet Recruiting, Human Resources, Temporary Placement, Payroll, New Hire Orientations, Management, Networking
Education
Portland State University 2008 — 2010
Bachelor of Science, Human Resources Management and Management/Leadership
Jon Bumgardner's Aequitas Capital Experience May 2015 - Present
Job Portfolio Associate at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital May 2015 - Present
Aequitas Capital Management January 2014 - April 2015
Standard & Poor's November 2010 - July 2013
Octagon June 2006 - October 2010
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Analysis, Structured Finance, Corporate Finance, Accounting, Financial Services, Portfolio Management, Microsoft Excel, Data Analysis, SQL
Education
American University - Kogod School of Business 2008 — 2010
MS, Finance
James Madison University 1999 — 2003
BBA, Accounting
Aequitas Capital May 2015 - Present
Aequitas Capital Management January 2014 - April 2015
Standard & Poor's November 2010 - July 2013
Octagon June 2006 - October 2010
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Analysis, Structured Finance, Corporate Finance, Accounting, Financial Services, Portfolio Management, Microsoft Excel, Data Analysis, SQL
Education
American University - Kogod School of Business 2008 — 2010
MS, Finance
James Madison University 1999 — 2003
BBA, Accounting
Andy Labunsky's Aequitas Capital Experience January 2015 - Present
Job Private Credit Analyst at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital January 2015 - Present
Aequitas Capital May 2013 - January 2015
Umpqua Bank December 2012 - May 2013
Umpqua Bank November 2009 - November 2012
Luxury Home Magazine May 2008 - April 2010
Skills
Banking, Loans, Retail Banking, Banking Operations, Small Business Lending, Credit, Core Banking, Mortgage Lending, Consumer Lending, Financial Analysis, Risk Management, Sales, Personal Finance, Customer Retention, Analysis, Portfolio Management, Finance, Financial Modeling, Cash Management, Commercial Banking, Investments, Commercial Lending, Credit Analysis, Loan Origination, Forecasting, Underwriting, Corporate Finance, Residential Mortgages, Due Diligence
Education
Portland State University - School of Business 2010 — 2012
Bachelors, Business Administration focus in Finance and Management
CAIA
Aequitas Capital January 2015 - Present
Aequitas Capital May 2013 - January 2015
Umpqua Bank December 2012 - May 2013
Umpqua Bank November 2009 - November 2012
Luxury Home Magazine May 2008 - April 2010
Skills
Banking, Loans, Retail Banking, Banking Operations, Small Business Lending, Credit, Core Banking, Mortgage Lending, Consumer Lending, Financial Analysis, Risk Management, Sales, Personal Finance, Customer Retention, Analysis, Portfolio Management, Finance, Financial Modeling, Cash Management, Commercial Banking, Investments, Commercial Lending, Credit Analysis, Loan Origination, Forecasting, Underwriting, Corporate Finance, Residential Mortgages, Due Diligence
Education
Portland State University - School of Business 2010 — 2012
Bachelors, Business Administration focus in Finance and Management
CAIA
Simon Buchard's Aequitas Capital Experience September 2013 - September 2014
Job Senior Business Analyst at ServerLogic Corporation
Industry Information Services
Experience
ServerLogic Corporation December 2014 - Present
Aequitas Capital September 2013 - September 2014
HCG Software, LLC January 2011 - September 2013
CEN and CENELEC June 2008 - January 2011
Kaiser Permanente December 2001 - May 2008
Levi Strauss June 2000 - September 2001
Sony Music Entertainment 1996 - 1998
Skills
Business Intelligence, Forecasting, Financial Analysis, Strategic Planning, Management, Accounting, Business Analysis, Financial Modeling, Project Management, Microsoft Excel, Leadership, PowerPoint, Finance, Process Improvement, Strategy, Banking, Change Management, Business Strategy, Negotiation, Budgets, Program Management, Analysis, Project Planning, Team Management
Education
Université Lumière (Lyon II) 1992 — 1993
DESS, Controle de Gestion
Université Paris Dauphine 1988 — 1992
MSG
ServerLogic Corporation December 2014 - Present
Aequitas Capital September 2013 - September 2014
HCG Software, LLC January 2011 - September 2013
CEN and CENELEC June 2008 - January 2011
Kaiser Permanente December 2001 - May 2008
Levi Strauss June 2000 - September 2001
Sony Music Entertainment 1996 - 1998
Skills
Business Intelligence, Forecasting, Financial Analysis, Strategic Planning, Management, Accounting, Business Analysis, Financial Modeling, Project Management, Microsoft Excel, Leadership, PowerPoint, Finance, Process Improvement, Strategy, Banking, Change Management, Business Strategy, Negotiation, Budgets, Program Management, Analysis, Project Planning, Team Management
Education
Université Lumière (Lyon II) 1992 — 1993
DESS, Controle de Gestion
Université Paris Dauphine 1988 — 1992
MSG
Peter Schock's Aequitas Capital Experience June 2014 - Present
Job Analyst at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital June 2014 - Present
Glancy Binkow & Goldberg LLP October 2013 - June 2014
Zigabid November 2012 - June 2013
Rocky Mountain Chocolate Factory July 2011 - August 2011
The Highlander Golf Club June 2010 - August 2010
Seattle Learning Specialists June 2010 - August 2010
Blodgett Construction Associates, Inc June 2007 - August 2007
Skills
Corporate Finance, Financial Statement..., Corporate FP&A, DCF Valuation, LBO Valuation, Equity Valuation, Investment Modeling, Bond Pricing, Options Strategies, Option Valuation, Black-Scholes, Stata, Microsoft Office, Microsoft Excel
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Phillips Academy Andover 2005 — 2012
Aequitas Capital June 2014 - Present
Glancy Binkow & Goldberg LLP October 2013 - June 2014
Zigabid November 2012 - June 2013
Rocky Mountain Chocolate Factory July 2011 - August 2011
The Highlander Golf Club June 2010 - August 2010
Seattle Learning Specialists June 2010 - August 2010
Blodgett Construction Associates, Inc June 2007 - August 2007
Skills
Corporate Finance, Financial Statement..., Corporate FP&A, DCF Valuation, LBO Valuation, Equity Valuation, Investment Modeling, Bond Pricing, Options Strategies, Option Valuation, Black-Scholes, Stata, Microsoft Office, Microsoft Excel
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Phillips Academy Andover 2005 — 2012
Christopher Belford's Aequitas Capital Experience October 2014 - Present
Job Senior Developer at Aequitas Capital
Industry Computer Software
Experience
Aequitas Capital October 2014 - Present
Apriva September 2012 - September 2014
USA Digitial Solutions, Inc September 2008 - July 2012
Connected Dot Limited April 2007 - July 2008
Skills
XML, JavaScript, Software Development, C#, Visual Studio, Object Oriented Design, WCF, .NET, Web Services, Subversion, ASP.NET, Software Engineering, OOP, Agile Methodologies, ASP.NET MVC, AJAX, Scrum, Microsoft SQL Server, LINQ, CSS, HTML, T-SQL, Client Server..., Troubleshooting, SDLC, jQuery, Technical Leadership, Integration, Payment Card Processing, Automated Software..., Software Design, Software Design Patterns, JSON, Server Architecture, Mentoring, Software Architectural..., Artifactory, Jenkins, Apache Ivy, Selenium, Continuous Integration, Enterprise Software, WebAPI, Process Improvement, REST
Education
University of Nebraska-Lincoln 2004 — 2005
Northern Arizona University
Master's degree, Mathematics
Aequitas Capital October 2014 - Present
Apriva September 2012 - September 2014
USA Digitial Solutions, Inc September 2008 - July 2012
Connected Dot Limited April 2007 - July 2008
Skills
XML, JavaScript, Software Development, C#, Visual Studio, Object Oriented Design, WCF, .NET, Web Services, Subversion, ASP.NET, Software Engineering, OOP, Agile Methodologies, ASP.NET MVC, AJAX, Scrum, Microsoft SQL Server, LINQ, CSS, HTML, T-SQL, Client Server..., Troubleshooting, SDLC, jQuery, Technical Leadership, Integration, Payment Card Processing, Automated Software..., Software Design, Software Design Patterns, JSON, Server Architecture, Mentoring, Software Architectural..., Artifactory, Jenkins, Apache Ivy, Selenium, Continuous Integration, Enterprise Software, WebAPI, Process Improvement, REST
Education
University of Nebraska-Lincoln 2004 — 2005
Northern Arizona University
Master's degree, Mathematics
Stephen Cordial's Aequitas Capital Experience September 2015 - Present
Job Investor Services Assistant at Aequitas Capital
Industry Insurance
Experience
Aequitas Capital September 2015 - Present
Aequitas Capital September 2015 - Present
The Standard April 2015 - August 2015
Ricoh Americas Corporation January 2014 - April 2015
Zin Bistro Americana June 2011 - October 2013
The Comdyn Group June 2008 - September 2008
Skills
Customer Service, Customer Satisfaction, Customer Experience, Office Administration, Administrative..., Customer Engagement, Long-term Customer..., Shipping, Organization, Customer Insight, Problem Solving, Collaborative Problem..., Data Entry, USPS, Logistics, Supply Chain Operations, Microsoft Office, Time Management
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Agoura High School 2004 — 2008
GED
Aequitas Capital September 2015 - Present
Aequitas Capital September 2015 - Present
The Standard April 2015 - August 2015
Ricoh Americas Corporation January 2014 - April 2015
Zin Bistro Americana June 2011 - October 2013
The Comdyn Group June 2008 - September 2008
Skills
Customer Service, Customer Satisfaction, Customer Experience, Office Administration, Administrative..., Customer Engagement, Long-term Customer..., Shipping, Organization, Customer Insight, Problem Solving, Collaborative Problem..., Data Entry, USPS, Logistics, Supply Chain Operations, Microsoft Office, Time Management
Education
University of Oregon 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Agoura High School 2004 — 2008
GED
Tricia Spann's Aequitas Capital Experience March 2015 - Present
Job Office Manager and Executive Assistant at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital March 2015 - Present
The Caldwell Partners May 2013 - November 2014
Career Group October 2012 - May 2013
Artisanal Premium Cheese May 2012 - October 2012
CESD Talent Agency March 2007 - May 2012
Skills
Executive..., Onboarding, Calendaring, Event Planning, Expense Reports, Corporate Events, Office Management, Entertainment, Administrative..., Management, Talent Management, Talent Booking, Talent Scouting, Employee Training
Education
Marymount Manhattan College 1999 — 2003
Theatre Arts, Acting
Bronx Conservatory of Music (Violin)
Aequitas Capital March 2015 - Present
The Caldwell Partners May 2013 - November 2014
Career Group October 2012 - May 2013
Artisanal Premium Cheese May 2012 - October 2012
CESD Talent Agency March 2007 - May 2012
Skills
Executive..., Onboarding, Calendaring, Event Planning, Expense Reports, Corporate Events, Office Management, Entertainment, Administrative..., Management, Talent Management, Talent Booking, Talent Scouting, Employee Training
Education
Marymount Manhattan College 1999 — 2003
Theatre Arts, Acting
Bronx Conservatory of Music (Violin)