Aequitas Capital Management

Description

Address: 5300 Meadows Rd, Lake Oswego, OR 97035 Phone: (503) 419-3500Place name: : : : Website: : : : Category: Own this business?

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

Aequitas Capital Management Salaries. You can even request information on how much does Aequitas Capital Management pay if you want to. Learn about salaries, pros and cons of working for Aequitas Capital Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

93 Aequitas Capital Management employees in database. Find out everything there's to know about Aequitas Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Aequitas Capital Management Employees

Employee
Years
Job
Industry
Devon Rogers Devon Rogers United States Details
Devon Rogers's Aequitas Capital Management Experience May 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Aequitas Capital Management   May 2014 - Present
Abercrombie & Fitch  June 2012 - August 2012
Bon Appétit Management Company  February 2012 - April 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Accounting, Data Analysis, Regression Analysis, Data Entry, Financial Analysis

Education
University of Portland   2011 — 2015
Finance, General

Michael L Morrison Michael L Morrison Portland, Oregon Area Details
Michael L Morrison's Aequitas Capital Management Experience August 2013 - June 2014
Job CMO at Chief Outsiders
Industry Financial Services
Experience
Chief Outsiders  May 2015 - Present
Michael L Morrison Marketing   June 2014 - Present
Aequitas Capital Management   August 2013 - June 2014
D.A. Davidson & Co.   November 1993 - February 2013
Tramex Travel  April 1983 - October 1993

Skills
Advertising, Public Relations, Marketing, Strategy, Online Marketing, Copywriting, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Leadership, Media Relations, Management, Business Development, Speech Writing, Social Media, Product Marketing, Vendor Relations, Communication, Corporate Branding, Strategic Communications, Executive Management, Alternative Investments, Digital Media, Creative Direction, Financial Services, Strategic and Marketing..., Budgeting, Expense Control, Crisis Management, Talent Management, Special Event Planning, media, Customer Relations, Agency Relationship..., Talent Identification &..., Employee Engagement, Leading Organizational..., Product Development, Vendor Management, Internal Communications, Brand Marketing, eCommerce, Client Communications, Financial Communications, Website Development, Efficiency Improvements, Rebranding, Promotions, Turnaround Initiatives

Education
University of Montana   1975 — 1978

Kristen Clark-Fisher Kristen Clark-Fisher Portland, Oregon Details
Kristen Clark-Fisher's Aequitas Capital Management Experience November 2013 - November 2014
Job Connecting Talent with Opportunity at Peak Hosting!
Industry Staffing and Recruiting
Experience
Peak Hosting  November 2014 - Present
Aequitas Capital Management   November 2013 - November 2014
Kforce Finance & Accounting Recruiting   June 2005 - November 2013
Richardson & Farrell   December 2001 - June 2005
Management Solutions  October 1996 - December 2001
Information Resources Inc.  1993 - 1995
United Airlines  1991 - 1993
The Prudential  1986 - 1989

Skills
Recruiting, Temporary Placement, Career Development, Accounting, Executive Search, Internet Recruiting, Talent Acquisition, Applicant Tracking..., Staffing Services, Staff Augmentation, Contract Recruitment, Employer Branding, Payroll, Cold Calling, Human Resources, Screening Resumes, Hiring, Screening, Employee Benefits, Temporary Staffing, HR Consulting, Resume Writing, Permanent Placement, Job Descriptions, Outsourcing, College Recruiting, HRIS, Talent Management, Sourcing, Personnel Management, Onboarding, Employee Engagement, Career Counseling, Benefits Administration, Technical Recruiting, Interviews

Education
University of Chicago Graduate School of Business   1989 — 1991
MBA, Finance & Marketing

Bucknell University   1982 — 1986
BA, Economics & Mathematics

Ryan Steffner Ryan Steffner Portland, Oregon Area Details
Ryan Steffner's Aequitas Capital Management Experience September 2013 - Present
Job Capital Markets Analyst at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   September 2013 - Present
Willamette University  August 2012 - May 2014
Central Willamette Community Credit Union  May 2013 - August 2013
JPMorgan Chase  September 2011 - August 2012
VelaPoint   April 2010 - September 2011
.   2003 - 2010

Skills
Essbase, Financial Analysis, Microsoft Excel, Data Analysis, Strategic Financial..., Leadership, Banking, Sales, Training, Customer Service, Financial Services, Analysis, Management, Credit, Accounting, Loans, Hip-Hop Dance, Cold Calling, Karl Fisher, Financial Planning

Education
Willamette University - Atkinson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

Portland State University   2007 — 2009
Bachelor of Science, Economics

Clatsop Community College   2005 — 2007
Associate of Arts (AA)

Warrenton High School   2001 — 2005

Samer Barghouti Samer Barghouti San Francisco Bay Area Details
Samer Barghouti's Aequitas Capital Management Experience June 2012 - September 2012
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Beta Alpha Psi University of Oregon   April 2013 - April 2014
University of Oregon  September 2011 - March 2014
Deloitte  June 2013 - August 2013
Aequitas Capital Management   June 2012 - September 2012

Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Financial Reporting, Accounts Receivable, Invoicing, Finance, PowerPoint, Access, Private Equity, Due Diligence, Public Speaking, Event Planning, Leadership, Data Analysis, Teamwork, Time Management, Financial Accounting, Higher Education, Spanish, Marketing, Auditing, Data Entry, Microsoft Office

Education
University of Oregon   2013 — 2014
Master's Degree, Accounting

University of Oregon   2010 — 2013
Bachelor's of Science, Accounting

Jordan Clark, GTP Jordan Clark, GTP Portland, Oregon Area Details
Jordan Clark, GTP's Aequitas Capital Management Experience June 2014 - Present
Job Director of Corporate Travel at Aequitas Capital Management
Industry Accounting
Experience
Aequitas Capital Management   June 2014 - Present
The Geneva Foundation  June 2014 - December 2014
The Geneva Foundation  December 2011 - June 2014
The Kitsap Sun  February 2010 - December 2011
USS Michigan (B) FSG   August 2009 - April 2010
Bank of New York Mellon  October 2008 - June 2009
Starbucks Coffee Company  April 2007 - August 2008
TeleTech  August 2004 - April 2007

Skills
Travel Management, Event Management, Customer Service, Marketing, Facebook, Leadership, Customer Satisfaction, Management, Time Management, Account Management, Microsoft Office, Customer Retention, Human Resources, Fundraising, Microsoft Excel, Software Documentation, Analysis, Social Media, Business Travel, Marketing Strategy, Advertising, Sales, Nonprofits, Salesforce.com, Event Planning, Market Planning, Profit, SEM, OMB Circular A-133, OMB, DTS, Federal Grants..., Online Advertising, Data Analysis, Government, Social Networking, Concur, Global Travel Management

Education
Liberty University
Master of Business Administration (MBA), Public Administration

University of Washington   2007 — 2009
Bachelor of Arts, Business Administration, Marketing

Olympic College   2004 — 2007
AAS

Lisa Powell, M.S. CAM, FDN Lisa Powell, M.S. CAM, FDN Portland, Oregon Area Details
Lisa Powell, M.S. CAM, FDN's Aequitas Capital Management Experience January 2005 - April 2008
Job Vitality Expert
Industry Alternative Medicine
Experience
Designs For Health  April 2014 - Present
Metabolic Maintenance Products   August 2013 - March 2014
BioPharma Scientific  2013 - July 2013
Health Wright Products  November 2008 - January 2013
Aequitas Capital Management   January 2005 - April 2008
SG Securities  September 2001 - December 2004
Kanzen, Inc   1998 - 2001
Airborne Express  1995 - 1997

Skills
Supplements, Health, New Business Development, Nutrition, Food, Online Marketing, Market Research, Business Strategy, Entrepreneur, Product Development, Competitive Analysis, Customer Relations, Entrepreneurship, Nutraceuticals, Manufacturing, Marketing Strategy, Lead Generation, Brand Development, Social Media Marketing, Small Business, Business Planning, Coaching, Email Marketing, Online Advertising, Account Management, Alternative Medicine, B2B, Brand Management, Budgets, Business Development, Cold Calling, Cross-functional Team..., Customer Service, Direct Marketing, Direct Sales, Healthcare, Holistic Health

Education
American College of Healthcare Sciences   2010 — 2012
Masters of Science, Complementary and Alternative Medicine

Lewis & Clark   1990 — 1993
Asian Studies

Portland State University - School of Business
BA, BA in Finance-Law & Certificate in International Business

北星学園大学 / Hokusei Gakuen University
Japanese Studies

Patrick O'Neill Patrick O'Neill La Jolla, California Details
Patrick O'Neill's Aequitas Capital Management Experience December 2010 - February 2013
Job Behavioural economics at the intersection of finance and technology
Industry Financial Services
Experience
MWM 1835   April 2013 - Present
AITV  April 2013 - Present
Malloy & Company   March 2009 - Present
Aequitas Capital Management   December 2010 - February 2013
The Cullen Group   May 2006 - August 2011
Landmark Commercial Capital   June 2006 - September 2009

Skills
Digital Marketing, New Business Development, Marketing Automation, Marketing Communications, Marketing Research, Strategy, Ideation, Rapid Prototyping, Content Marketing, ZMOT, Presentation Design, Corporate Communications, Big Data, Infographics, Branding Ideas, Positioning, Consumer Branding, B2B Marketing Strategy, B2B Marketing, HubSpot, Blog Marketing, Video Production, Motion Graphics, Marketing, Cross-functional Team..., Private Equity, Salesforce.com, RelateIQ, Addepar, CRM, Fundraising, Investment Advisory..., Alternative Investments, Venture Capital, Integrated Marketing, Strategic Partnerships, Portfolio Management, Asset Management, Entrepreneurship, Finance

Education
California Polytechnic State University-San Luis Obispo   2001 — 2005
Economics

California Polytechnic State University-San Luis Obispo   2003 — 2005
Business Administration

San Diego State University-California State University   2009 — 2011
MBA, International Marketing

The London School of Economics and Political Science (LSE)   2015 — 2015
Executive Summer Programme, Behavioural Economics and the Modern Economy

Bhovinder Singh Bhovinder Singh Hillsboro, Oregon Details
Bhovinder Singh's Aequitas Capital Management Experience September 2013 - July 2015
Job Software Developer at CarePayment
Industry Information Technology and Services
Experience
Aequitas Capital Management   September 2013 - July 2015
Team Persona - Yahoo Inc.   December 2011 - July 2012
Intel Corporation  October 2009 - October 2010

Skills
Linux, LinkedIn, SQL, Visual Studio, C#, C++, C, Java, Visual Basic, Perl, Unix, Network Design, Oracle, IT Operations, Python, Software Development

Education
Oregon Institute of Technology   2009 — 2013
IT - Application Development, Information Technology, 3.53

Portland Community College   2007 — 2009
Associate's degree, Computer and Information Sciences and Support Services

David Schuler David Schuler Portland, Oregon Details
David Schuler's Aequitas Capital Management Experience May 2014 - Present
Job Senior Director of Investor Services at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   May 2014 - Present
AMCI Capital   June 2008 - December 2012
Entergy Corporation  July 1998 - October 2007

Skills
Mergers, Valuation, Risk Management, Venture Capital, Financial Modeling, Asset Management, Strategic Planning, Finance, Investments, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Cash Management, Accounting, Securities, Budgets, Financial Reporting, Financial Structuring, Due Diligence, Capital Markets, Start-ups, Private Equity, Project Finance

Education
Duke University - The Fuqua School of Business   1996 — 1998
MBA

London School of Economics and Political Science   1990 — 1991
MSc, Economics

Princeton University   1984 — 1988
AB, History

Steven Chun Steven Chun Portland, Oregon Area Details
Steven Chun's Aequitas Capital Management Experience June 2014 - September 2014
Job Marketing Analyst at Unigo Group
Industry Marketing and Advertising
Experience
Unigo Group  September 2014 - August 2015
Aequitas Capital Management   June 2014 - September 2014
Convergys  September 2013 - June 2014
University of Oregon  October 2012 - June 2013
University of Oregon  September 2009 - May 2011

Skills
Microsoft Office, Social Media, Microsoft Excel, Marketing Communications, Photoshop, Microsoft Word, Data Analysis, Social Media Marketing, SQL

Education
University of Oregon   2009 — 2013
Bacherlor of Science, Business (Concentration in Marketing)

Earl Lamson III Earl Lamson III Portland, Oregon Area Details
Earl Lamson III's Aequitas Capital Management Experience July 2013 - March 2014
Job Senior Application Architect at InComm
Industry Information Technology and Services
Experience
No company  January 1986 - Present
InComm  March 2014 - April 2015
Aequitas Capital Management   July 2013 - March 2014
WebMD Health Services  May 2013 - June 2013
WebMD Health Services  June 2012 - April 2013
Care Innovations, an Intel GE joint venture  January 2011 - June 2012
Intel  February 2010 - February 2011
Discover-e Legal  June 2008 - February 2010
Resource Data, Inc.   February 2008 - June 2008
Discover-e Legal  August 2007 - February 2008

Skills
Software Development, C#, .NET, Agile Methodologies, Programming, SQL, Googling, Product Development, SSRS, Condescension, Visual Studio, Microsoft SQL Server, T-SQL, Web Applications, XML, WCF, ASP.NET, Pants, Scrum

Education
University of Alaska Anchorage   1995 — 2009
No degree, Computer Science

Brittany Beem Brittany Beem Portland, Oregon Area Details
Brittany Beem's Aequitas Capital Management Experience April 2014 - Present
Job Fund Operations Assistant at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   April 2014 - Present
Ad-Tek, Inc.   March 2004 - April 2014
Bridal Bliss  July 2011 - August 2013
Macy's  November 2011 - January 2012
Department of Recreational Sports  September 2010 - June 2011
Persimmon Country Club  August 2008 - August 2010

Skills
Event Planning, Event Management, Social Media, Social Networking, Facebook, Customer Service, Time Management, Marketing Communications, Social Media Marketing, Sales, Marketing, Creative Problem Solving, Trade Shows, Fundraising, Weddings, Fund Administration, Microsoft Excel, Salesforce.com

Education
Oregon State University   2009 — 2011
Bachelor of Business, Marketing

Mt. Hood Community College   2006 — 2009
Associate of Science, Hospitality

Ammar Al-Jamal Ammar Al-Jamal Portland, Oregon Area Details
Ammar Al-Jamal's Aequitas Capital Management Experience January 2014 - Present
Job Senior Software Engineer at Aequitas Capital Management
Industry Information Technology and Services
Experience
Aequitas Capital Management   January 2014 - Present
Marquam Group  September 2013 - January 2014
NAVEX Global  May 2013 - September 2013
WebMD  August 2009 - May 2013
Microsoft  October 2008 - March 2009
CBS Interactive  2009 - 2009
Microsoft  June 2007 - June 2008
The CIT Group consulting on behalf of CAI Canada   June 2006 - June 2007

Skills
C#, .NET, Agile Methodologies, ASP.NET, AJAX, AngularJS, KnockoutJS, JavaScript, Microsoft SQL Server, Software Development, Web Applications, LINQ, XML, Visual Studio, SQL, jQuery, Scrum, WCF, CSS, HTML, Test Driven Development, Object Oriented Design, Web Development, OOP, Design Patterns, User Interface Design, Software Engineering, WPF, Silverlight, HTML5, MVC, UML

Education
McMaster University   1999 — 2005
B.Eng.Mgt., Software Engineering & Management

Ryan Jesenik Ryan Jesenik Newport Beach, California Details
Ryan Jesenik's Aequitas Capital Management Experience August 2012 - December 2012
Job Division Financial Analyst at Precision Castparts
Industry Aviation & Aerospace
Experience
Precision Castparts  January 2014 - Present
Precision Castparts  January 2013 - December 2013
Aequitas Capital Management   August 2012 - December 2012
University of Oregon investment Group  September 2011 - June 2012
Leadership In Action Class   September 2011 - December 2011
M Financial Group  June 2011 - September 2011
Ivey Performance Marketing  June 2010 - August 2010
Portland Trail Blazers  June 2009 - June 2009
The Oregon Golf Club  June 2006 - September 2007

Skills
Microsoft Office, Discounted Cash Flow..., Comparable Analysis, Analyzing Financial..., Life Insurance..., Group Work, Selling Ideas, Playing Challenger Role, Experienced with..., Financial Accounting, Inventory Management, Variance Analysis, Managerial Finance, Syteline ERP, Data Analysis, Data Mining, VBA, Monthly Closing, Microsoft Excel, Financial Statements, Financial Statement..., Account Reconciliation, Budget Process, Financial Analysis, Journal Entries, Cash Flow Forecasting

Education
University of Oregon - Charles H. Lundquist College of Business   2008 — 2012
Bachelor of Arts, Business, Finance

Jesse Ferguson Jesse Ferguson Portland, Oregon Area Details
Jesse Ferguson's Aequitas Capital Management Experience January 2014 - August 2014
Job .NET Developer
Industry Computer Software
Experience
Aequitas Capital Management   January 2014 - August 2014
Compli  January 2012 - December 2013
Integra Telecom  July 2011 - January 2012
The Cadmus Group  May 2009 - July 2011
Volt Technical Resources  March 2008 - November 2008
Stream International  December 2006 - April 2008
Stream International  August 2005 - December 2006

Skills
SQL Server, SQL, C#, .NET, Programming, Visual Studio, Databases, CSS, Microsoft SQL Server, Software Development, T-SQL, Agile Methodologies, Subversion, Web Applications, SSIS, XML, MVC, Web Development, VB.NET, ASP.NET MVC, ASP.NET, HTML, Visual Basic, Object Oriented Design, Making Coffee, LINQ, OOP, Database Design, Scrum, Enterprise Software, Graphic Design

Education
The International School   2008 — 2014

Oregon Institute of Technology   2003 — 2009

Michelle Agostine Michelle Agostine Portland, Oregon Area Details
Michelle Agostine's Aequitas Capital Management Experience June 2014 - Present
Job SVP, Integrated Marketing
Industry Financial Services
Experience
Aequitas Capital Management   June 2014 - Present
RBO & Co.   August 2012 - May 2014
RS Investments  March 2008 - July 2012
Duckhorn Wine Company  September 2004 - January 2008
Janus Capital Group  January 1998 - April 2004
Founders Asset Management  January 1996 - January 1998
Invesco Ltd.  April 1995 - January 1996
Chiat/Day  April 1994 - April 1995

Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising

Education
Pepperdine University   1990 — 1994
BA, Advertising, Communications, Business

The Hockaday School   1987 — 1990
High School

Gus Gordon Gus Gordon Portland, Oregon Details
Gus Gordon's Aequitas Capital Management Experience April 2014 - Present
Job Associate at Aequitas Capital Management
Industry Investment Management
Experience
Aequitas Capital Management   April 2014 - Present
Aequitas Capital Management   June 2011 - April 2014

Skills
Valuation, Financial Modeling, Private Equity, Alternative Investments, Corporate Finance, Data Analysis, Financial Analysis, Analysis, DCF, Venture Capital, Financial Reporting, Risk Management, Emerging Markets, Hedge Funds, Due Diligence, Mergers & Acquisitions, Investments

Education
Harvard University   2007 — 2011
Bachelor of Arts in Economics. Secondary Field in Psychology

Chelsea Jesenik Chelsea Jesenik San Francisco, California Details
Chelsea Jesenik's Aequitas Capital Management Experience March 2013 - August 2013
Job Audit Associate at Deloitte
Industry Accounting
Experience
KPMG  June 2014 - August 2014
Aequitas Capital Management   March 2013 - August 2013
Special Olympics Oregon  June 2012 - August 2012
Thirsty Lion Pub & Grill   June 2012 - August 2012
Nordstrom  May 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Cost Accounting, Financial Accounting

Education
University of San Diego   2014 — 2015
Master's Degree, Accounting

University of San Diego   2012 — 2015
Accounting

Caitlin Hillygus Caitlin Hillygus Portland, Oregon Area Details
Caitlin Hillygus's Aequitas Capital Management Experience October 2012 - February 2013
Job Client Support Specialist at CarePayment
Industry Financial Services
Experience
CarePayment  August 2015 - Present
CarePayment  February 2013 - July 2015
Aequitas Capital Management   October 2012 - February 2013
Multnomah University  August 2011 - May 2012

Skills
Public Speaking, Leadership, Community Outreach, Nonprofits, Microsoft Office, Time Management, Data Entry, Microsoft Word, Event Planning, Leadership Development, Customer Service, Research, Team Building, Teaching, Office Administration, PowerPoint, Microsoft Excel, Social Networking, Teamwork, Social Media, Team Leadership, Editing, Fundraising, Non-profits, Administration, Administrative..., Curriculum Development, Outlook, Curriculum Design, Training, Supervisory Skills, Critical Thinking, Organizational &..., Procedure Development, Communication, Product Development, Quality Improvement, Account Management, Collaborative Problem..., Conflict Resolution, Verbal De-escalation

Education
Multnomah University   2008 — 2012
Bachelor of Science (BS), Bible and Theology

Multnomah University   2008 — 2012
Bachelor of Science (B.S.), Educational Ministries

Andrea (Kendrick) Piazza, SPHR Andrea (Kendrick) Piazza, SPHR Portland, Oregon Area Details
Andrea (Kendrick) Piazza, SPHR's Aequitas Capital Management Experience February 2007 - February 2011
Job Director, Human Resources at Webtrends
Industry Computer Software
Experience
Webtrends  June 2014 - Present
Webtrends  February 2011 - June 2014
Aequitas Capital Management   February 2007 - February 2011
All Pacific Mortgage  November 2005 - February 2007

Skills
Human Resources, Employee Relations, Onboarding, Employee Benefits, Recruiting, Talent Acquisition, Management, Behavioral Interviewing, Employee Training, Team Building, Benefits Administration, Change Management, Strategy, Talent Management, Employee Engagement, Personnel Management, Hiring, Workforce Planning, Payroll, Performance Management, Training, Coaching, Applicant Tracking..., Succession Planning

Education
Marylhurst University   2009 — 2011
MBA

Portland State University   2000 — 2003
B.S., Business Administration

Brian Zeck Brian Zeck Portland, Oregon Area Details
Brian Zeck's Aequitas Capital Management Experience December 2011 - September 2012
Job Managing Director at Leader Capital Corp
Industry Investment Management
Experience
Leader Capital Corp  September 2012 - Present
Aequitas Capital Management   December 2011 - September 2012
Leader Capital Corp  August 2006 - October 2011
Fixed Income Securities  June 2003 - July 2006
Barclays Global Investors (BGI)   June 2000 - August 2003

Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investments, Private Equity, Fixed Income, Mutual Funds, Institutional Sales

Education
San Diego State University-California State University   2006 — 2009
Bachelors of Science, Finance

Del Norte High School

Jason Celino Jason Celino Portland, Oregon Details
Jason Celino's Aequitas Capital Management Experience May 2013 - December 2013
Job Equity Research Associate at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities  May 2015 - Present
Pacific Crest Securities  August 2014 - April 2015
Pacific Crest Securities  June 2014 - August 2014
Aequitas Capital Management   May 2013 - December 2013

Education
University of Portland
Bachelor of Business Administration (BBA), Finance, Accounting

Coren Wilson Coren Wilson Portland, Oregon Area Details
Coren Wilson's Aequitas Capital Management Experience May 2014 - 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

Wayne Marschall Wayne Marschall Portland, Oregon Area Details
Wayne Marschall's Aequitas Capital Management Experience March 2010 - February 2012
Job Chief Financial Officer at The Stoller Group
Industry Human Resources
Experience
The Stoller Group  July 2012 - Present
Express Employment Professionals / The Stoller Region   July 2012 - Present
Xenium HR  July 2012 - Present
Stoller Family Estate  July 2012 - Present
Financial Executives International  July 2013 - June 2014
Aequitas Capital Management   March 2010 - February 2012
Tatum LLC  2006 - 2010
Cornell Pump Co.   2005 - 2006
NACCO Materials Handling Group  2002 - 2004
SUMCO  2000 - 2002

Skills
Mergers, ERP, Portfolio Management, Business Process, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Finance, Executive Management, Strategy, Risk Management, Forecasting, Corporate Finance, Start-ups, Leadership, Business Development, Accounting, Business Strategy, Business Planning, Financial Reporting, Change Management, Sarbanes-Oxley Act, Strategic Planning, Investments, Due Diligence, Managerial Finance

Education
George Fox University   2003 — 2005
MBA

Northeastern University
BSBA, Finance

Tracy Hammer Tracy Hammer Portland, Oregon Area Details
Tracy Hammer's Aequitas Capital Management Experience April 2006 - February 2008
Job Loan Administrator at Triumph Healthcare Finance
Industry Financial Services
Experience
Triumph Healthcare Finance   November 2012 - Present
U.S. Bank Equipment Finance   August 2010 - November 2012
Century High School  November 2006 - June 2012
Marquette Healthcare Finance   February 2008 - July 2009
Aequitas Capital Management   April 2006 - February 2008
US Bancorp Equipment Finance  September 1993 - April 2006

Skills
Loans, Portfolio Management, Commercial Lending, Asset Based Lending, Management

Education
Clackamas Community College   1987 — 1989

Gresham High

Kelley Brandt, LSSGB Kelley Brandt, LSSGB Portland, Oregon Area Details
Kelley Brandt, LSSGB's Aequitas Capital Management Experience December 2011 - July 2012
Job Executive Assistant/Project Coordinator
Industry Executive Office
Experience
Knowledge Universe  August 2014 - August 2015
Knowledge Universe  September 2013 - September 2014
Knowledge Universe  May 2013 - August 2013
MulvannyG2 Architecture  October 2012 - December 2012
Aequitas Capital Management   December 2011 - July 2012
Evraz Inc NA  November 2010 - July 2011
Bessemer Trust  March 2010 - May 2010
KPMG  March 2009 - June 2009
Goldman Sachs  August 2007 - October 2008
Banc of America Securities  2005 - 2007

Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training

Education
New England Conservatory of Music   2003 — 2005
MM, Vocal Performance

Pacific Lutheran University   1998 — 2002
BM, Vocal Performance

Darren Olsen Darren Olsen Portland, Oregon Area Details
Darren Olsen's Aequitas Capital Management Experience 2002 - July 2011
Job Controller (Contract) available at Self Employed
Industry Computer Software
Experience
Self Employed  February 2012 - Present
CF&I  2012 - Present
Implementation Specialists, Inc   August 2011 - February 2012
USANA  2011 - 2012
Aequitas Capital Management   2002 - July 2011
American Design & Mfg   1997 - 2001

Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Great Plains Software, Leadership, Management, Mergers, Microsoft Dynamics, Strategic Planning

Education
Central Washington University   1995 — 1996
BS, Accounting

Irina Nichols Irina Nichols Portland, Oregon Area Details
Irina Nichols's Aequitas Capital Management Experience February 2012 - July 2012
Job Corporate Recruiter at Qorvo, Inc.
Industry Semiconductors
Experience
Qorvo, Inc.   January 2015 - Present
In Transition/Looking for New Opportunities   November 2014 - December 2014
First Tech Federal Credit Union  July 2014 - October 2014
Ajilon Professional Staffing  October 2007 - February 2014
Aequitas Capital Management   February 2012 - July 2012
Portland Community College  February 2006 - October 2007
ANCOR  June 2005 - August 2005

Skills
Professional Staffing, Recruitment/Retention, Sourcing, Onboarding, Compliance Audits, Inside Sales, Recruiting, Temporary Placement, Human Resources, Applicant Tracking..., Cold Calling, Job Descriptions, Screening Resumes, Talent Management, Staffing Services, Temporary Staffing, Performance Management, Time Management, Hiring, Contract Recruitment, Screening, Technical Recruiting, Sales, Executive Search, Background Checks, Interviews, Management, Benefits Negotiation, Taleo, Quality Auditing, Permanent Placement, Internet Recruiting, Deferred Compensation, College Recruiting, HR Consulting, Resume Writing, New Hire Orientations, Employee Benefits, Employer Branding, Recruitment Advertising, Benefits Administration, Payroll, Employee Engagement, HR Policies, Employee Training, Employee Relations, Job Coaching

Education
University of Maryland University College   2001 — 2006
Bachelor's Degree, Major: Management Minor: Economics

Far Eastern Federal University   2001 — 2005
Bachelor's Degree, Major: Management Minor: Economics

International School of Foreign Languages, Russia   1998 — 2001
Certificate of Completion, English, French

Jake Kienholz Jake Kienholz Portland, Oregon Details
Jake Kienholz's Aequitas Capital Management Experience December 2011 - July 2015
Job IT Manager at SET Creative
Industry Information Technology and Services
Experience
SET Creative  July 2015 - Present
Aequitas Capital Management   December 2011 - July 2015
Ubisoft  October 2008 - November 2011
Elan Pharmaceuticals  April 2007 - October 2008
Waddell & Reed  August 2005 - March 2007
New England Financial  July 2003 - July 2005
Immersion Corporation  June 2000 - September 2000
Safeway  June 1999 - September 1999

Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365

Education
Linfield College   1998 — 2002
Bachelor of Science, Computer Science

San Ramon Valley HS   1994 — 1998

Chris Cornie Chris Cornie Portland, Oregon Area Details
Chris Cornie's Aequitas Capital Management Experience December 2008 - March 2009
Job Sr. SQL Engineer at Genesis Financial Solutions
Industry Information Technology and Services
Experience
Genesis Financial Solutions  February 2013 - Present
IBM  November 2009 - February 2013
Epiq Systems  April 2009 - November 2009
Aequitas Capital Management   December 2008 - March 2009
Weyerhaeuser  July 2006 - February 2009
Weyerhaeuser  June 2000 - July 2006
Weyerhaeuser  June 1996 - June 2000
Weyerhaeuser  July 1993 - June 1996
Weyerhaeuser  January 1991 - July 1993

Skills
Systems Analysis, Data Analysis, Business Analysis, Database Development, Team Leadership, Change Management, Programming, SQL Server, T-SQL, SQL, Access, SharePoint, Application Architecture, Process Improvement, Visual Studio, SSRS, SSIS, Visual Basic, Databases, Database Design, SDLC, Requirements Analysis, ETL, Crystal Reports, ITIL, Troubleshooting, Visio, Disaster Recovery, Architecture, Integration, ITIL v3 Foundations..., Microsoft SQL Server

Education
Pacific Lutheran University   1987 — 1992
BBA, Management Information Systems, Computer Science, Information Science

Gabe Lupin Gabe Lupin Austin, Texas Details
Gabe Lupin's Aequitas Capital Management Experience September 2011 - June 2012
Job MBA Candidate, The University of Texas at Austin Red McCombs School of Business
Industry Internet
Experience
Bitcasa  September 2013 - June 2015
BriefMine   July 2012 - September 2013
Aequitas Capital Management   September 2011 - June 2012
Aeris Communications  May 2010 - July 2011
Qualcomm  July 2008 - September 2008
Qualcomm  July 2007 - September 2007

Skills
Start-ups, Product Management, Strategic Partnerships, SaaS, Entrepreneurship, Strategy, Go-to-market Strategy, Venture Capital, Product Development

Education
The University of Texas at Austin - Red McCombs School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Stanford University   2006 — 2010
B.A., International Relations

Ben Seidman Ben Seidman Houston, Texas Area Details
Ben Seidman's Aequitas Capital Management Experience June 2009 - August 2009
Job Manager at EY
Industry Management Consulting
Experience
EY  October 2014 - Present
EY  January 2014 - September 2014
Alvarez & Marsal  July 2012 - December 2013
Amonix, Inc.   February 2011 - July 2012
Aequitas Capital Management   June 2009 - August 2009

Skills
Financial Modeling, Portfolio Management, Finance, Valuation, Strategy, Analysis, Due Diligence, Legal Research, Mergers, Venture Capital, Accounting, Investments, Internal Audit

Education
University of Oregon - Charles H. Lundquist College of Business   2009 — 2010
JD/MBA, Finance

University of Oregon School of Law   2006 — 2010
JD/MBA, Business Law

Emory University   2001 — 2005
BA, Political Science

Kristin Walker, CPA Kristin Walker, CPA Portland, Oregon Area Details
Kristin Walker, CPA's Aequitas Capital Management Experience September 2013 - Present
Job Accounting Manager at Aequitas Capital Management
Industry Accounting
Experience
Aequitas Capital Management   September 2013 - Present
Aequitas Capital Management   August 2011 - September 2013
Accero, Inc  October 2009 - July 2011
Mentor Graphics  April 2009 - October 2009
KPMG  September 2004 - March 2009
Contractor  July 2001 - December 2002
Riverdeep  September 1999 - June 2001

Education
Portland State University   2003 — 2004
Post, Baccalaureate Accounting Certificate

Haverford College   1995 — 1999
Bachelor of Arts, Psychology

University of Aberdeen   1997 — 1998

Gina Bilyeu Gina Bilyeu United States Details
Gina Bilyeu's Aequitas Capital Management Experience October 2006 - November 2007
Job Executive Administrator at iBridge, LLC
Industry
Experience
iBridge, LLC  April 2010 - Present
BLIS, INC   October 2008 - January 2010
AMERICAN BILLING SERVICES, INC   November 2007 - April 2008
Aequitas Capital Management   October 2006 - November 2007
NATURAL WOOD TEK   February 2002 - October 2006
LOWE'S HOME IMPROVEMENT, Milwaukie   September 2003 - May 2005
UPS  February 2000 - February 2002
The Pampered Chef  October 1997 - February 2000
US BANCORP EQUIPMENT FINANCE, INC   May 1995 - September 1997

Education
Auburn University
Masters, Education

Auburn University
Bachelors, Business Administration

Laura Graves Laura Graves Portland, Oregon Area Details
Laura Graves's Aequitas Capital Management Experience November 2012 - Present
Job Staff Accountant at Aequitas Capital Management
Industry Accounting
Experience
Aequitas Capital Management   November 2012 - Present
Northwest Farm Credit Services  June 2011 - November 2012
Bank of America  February 2010 - November 2010
Firepower   June 2009 - November 2009
Safeway  August 2008 - June 2009
Target  July 2005 - January 2008

Skills
Microsoft Excel, Financial Accounting, Auditing, Accounting, Account Reconciliation, Financial Statements, Customer Service, Analysis, Training, Tax, Invoicing, Finance, Financial Reporting, QuickBooks, Financial Analysis, Cash Management

Education
Eastern Washington University   2009 — 2012
Bachelor of Business Administration (BBA), Accounting

Spokane Community College   2008 — 2009
Paralegal, Law

Spokane Falls Community College   2006 — 2008
Associate of Arts

Dain Zaitz Dain Zaitz Houston, Texas Details
Dain Zaitz's Aequitas Capital Management Experience May 2012 - June 2013
Job Vice President at SVB Financial Energy Innovation Practice
Industry Financial Services
Experience
Silicon Valley Bank  June 2013 - Present
Aequitas Capital Management   May 2012 - June 2013
Mantucket Capital  January 2011 - April 2012
Wells Fargo Securities  March 2008 - July 2010
NBC Universal  January 2007 - August 2007
Intel  July 2006 - January 2007
MSNBC  June 2005 - September 2005

Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Analysis, Mergers & Acquisitions, Investments, Investment Banking, Mergers, Strategy, Portfolio Management, Finance, Microsoft Excel, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Leadership

Education
University of Colorado at Boulder   2010 — 2012
MBA, Finance & Entrepreneurship

Oregon State University   2002 — 2006
BS, Finance

Hedy Foreman Hedy Foreman Greater Boston Area Details
Hedy Foreman's Aequitas Capital Management Experience July 2008 - March 2010
Job Managing Partner & President at Meacham Woodfield LLC
Industry Information Technology and Services
Experience
Meacham Woodfield LLC   April 2010 - Present
Aequitas Capital Management   July 2008 - March 2010
Health Dialog  2004 - 2008
Altria Group (Philip Morris Companies)   1978 - 2003

Skills
Consumer Products, Process Improvement, Leadership, Strategy, Business Transformation, Mergers & Acquisitions, Mergers, IT Strategy, Healthcare, Investments, Operations Management, Budgets, Business Development, Management, Integration, Cross-functional Team..., Business Planning, Start-ups, Executive Management, Business Strategy

Education
University of Virginia - Darden Graduate School of Business Administration   1982 — 1982
MBA

University of Florida   1966 — 1970
MSBA, Business

Michael Emmert Michael Emmert Portland, Oregon Area Details
Michael Emmert's Aequitas Capital Management Experience August 2012 - Present
Job Release Manager at CarePayment
Industry Information Technology and Services
Experience
Aequitas Capital Management   August 2012 - Present
Pacific States Marine Fisheries Commission  March 2011 - August 2012
Vesta Corporation  January 2009 - September 2010
Vesta Corporation  January 2008 - January 2009
Vesta Corporation  May 2007 - January 2008
Pacific Information Systems   January 2000 - March 2002

Skills
VMware, Disaster Recovery, Microsoft SQL Server, Integration, XML, Windows, SQL, Troubleshooting, Agile Methodologies, Scrum, Cisco Technologies, System Administration, Database Administration, SaaS, Cloud Computing, Network Administration, Active Directory, ENTJ, Relator, Strategic Vision, Perl, Databases, Microsoft Exchange, Servers

Education
Portland Community College   2011 — 2012
BS, Computer Science

Portland Community College   1998 — 2009
Telecommunication Administration

Rhea Barfield Rhea Barfield Portland, Oregon Area Details
Rhea Barfield's Aequitas Capital Management Experience March 2014 - September 2014
Job Sales and Marketing Specialist at VersaLogic Corporation
Industry Computer Hardware
Experience
VersaLogic Corporation  September 2014 - Present
Aequitas Capital Management   March 2014 - September 2014
Holiday Retirement  2013 - 2014
Randstad Sourceright US  July 2013 - September 2013
Kforce  February 2013 - May 2013
Douglas County Department of Corrections  June 2008 - February 2013
TD Ameritrade  June 2007 - June 2008

Skills
Management..., Public Relations, Microsoft Office, Operations Coordination, Administrative..., Administrative Staffing, Administrative..., Organizational..., Independent Projects, Independent Thinking, Microsoft Excel, PowerPoint, Outlook, Customer Service, Consultant Care, Time Management, Cpr Certified, Teamwork, Marketing, Onboarding, Payroll, Networking, Data Entry, Accounts Payable, Policy, Customer Satisfaction, Interviews, Staffing Services, Cold Calling, Training, Human Resources, CRM, Negotiation, Invoicing, Team Building, PeopleSoft, Social Networking, Salesforce.com, Temporary Placement, Business Development, Employee Training, Team Leadership

Education
Bellevue University   2011 — 2014
Bachelors Degree, Business Administration and Management

Metropolitan Community College
Associates Degree, Criminal Justice/Management

Rochelle Groth Rochelle Groth Portland, Oregon Area Details
Rochelle Groth's Aequitas Capital Management Experience May 2014 - August 2015
Job Search Consultant at 180one
Industry Staffing and Recruiting
Experience
180one   August 2015 - Present
Aequitas Capital Management   May 2014 - August 2015
Robert Half Finance & Accounting  June 2011 - May 2014
Lakeside Financial Group  January 2010 - May 2011

Skills
Recruiting, Payroll, Training, Permanent Placement, Human Resources, Staffing Services, Accounting, Temporary Staffing, Talent Acquisition, Recruitment Advertising, Hiring, Sourcing, Career Counseling, Internet Recruiting, Accounts Payable, Interviews, Resume Writing, Leadership, Employee Training, College Recruiting, Temporary Placement, Applicant Tracking..., Onboarding, PeopleSoft, Contract Recruitment, Employee Benefits, Technical Recruiting, Screening Resumes, Executive Search, Benefits Negotiation, ADP Payroll, Cold Calling, Employee Relations, Job Fairs, Talent Management, Deferred Compensation, CRM, Business Development, Job Descriptions

Education
Portland State University   2009 — 2011
Bachelors, Accounting

Oregon State University   2005 — 2009
B.S., Business Administration - Finance

Joyce R. Grosvenor Joyce R. Grosvenor Greater San Diego Area Details
Joyce R. Grosvenor's Aequitas Capital Management Experience 2012 - 2013
Job CEO, CoFounder at Biometrics Technology International, Inc.
Industry Information Technology and Services
Experience
Biometrics Technology International, Inc.   January 2013 - Present
Innovative Bottles   February 2015 - Present
The TRIDAK Group   January 1991 - Present
centrexIT  October 2013 - Present
BuzzBox Beverages   April 2015 - July 2015
OmniBiome Therapeutics   January 2014 - February 2015
Sharp HealthCare  2012 - 2015
Cellceuticals Biomedical Skin Treatments   2008 - 2014
San Diego Symphony  January 2008 - October 2013
Aequitas Capital Management   2012 - 2013

Skills
Mergers, Non-profits, Fundraising, Venture Capital, Healthcare, Public Relations, Educational Leadership, Leadership, Program Management, Business Development, Mergers & Acquisitions, Nonprofits, Project Management, Start-ups, Strategic Planning, Marketing, Entrepreneurship, Leadership Development, Public Speaking, Community Outreach, Organizational..., Management, Strategy, Consulting, Finance, Executive Management, Business Planning, Business Strategy, Project Planning, Strategic Partnerships, Team Building, Investments, Management Consulting, Marketing Strategy, Contract Negotiation, Private Equity, New Business Development, Small Business, Training, Competitive Analysis, Social Media, Market Research, Budgets, Cross-functional Team..., Sales, Change Management, Analysis, Team Leadership, Financial Analysis, Coaching

Education
University of Pennsylvania - The Wharton School   1980 — 1984
BS International Business/Psychology, Business, Management, Marketing, and Related Support Services

University of Pennsylvania - The Wharton School   1980 — 1984
Bachelor of Science (BS), International Business

Lori DeYoung Lori DeYoung Beaverton, Oregon Details
Lori DeYoung's Aequitas Capital Management Experience May 2014 - Present
Job Executive Assistant at Aequitas Capital Management
Industry Executive Office
Experience
Aequitas Capital Management   May 2014 - Present
Williston Financial Group  August 2012 - May 2014
Building Champions  May 2011 - May 2012
Young Life  December 2009 - April 2010
Gerding Edlen Development  September 2005 - May 2009
Gerding Edlen  September 2005 - May 2009
Pacific Crest Technology  September 2004 - September 2005
Aero Air, LLC  2000 - September 2004
Oregon Wine Advisory Board   1999 - 2000
KVO Advertising   1996 - 1999

Skills
Leadership, Management, Marketing, Budgets, Program Management, CRM, Project Management, Sales, Coaching, Public Speaking, Interviews, Contract Negotiation, Administrative..., Newsletters, Time Management, Web Design, Policy, Event Planning, Small Business, Customer Service, Team Building

Education
Chemeketa Community College

Portland Community College
Art

Southern Oregon University

Jordan Goldman Jordan Goldman New York, New York Details
Jordan Goldman's Aequitas Capital Management Experience May 2014 - Present
Job Jordan Goldman founded Unigo (acquired) and Switchboard (acquired), and is VP Business Development at Aequitas Capital
Industry Internet
Experience
Aequitas Capital Management   May 2014 - Present
Switchboard  2013 - 2014
Unigo  2009 - 2014
Penguin Books Ltd  2000 - 2008
CBS News  May 2002 - September 2002
Sachs Insights  May 2001 - August 2001

Skills
Start-up Ventures, Early-stage Startups, Startup Development, Education, Higher Education, Educational Technology, Educational Leadership, Digital Media, Content Strategy, Social Media, Grant Writing, Entrepreneurship, Blogging, Editorial, Editing, Start-ups, Research, Social Networking, Curriculum Design, Mobile Marketing, Admissions, Journalism, Publishing, Content Development, New Media, Facebook, Teaching, Management, Strategic Partnerships, Strategic Planning, Social Media Marketing, Leadership, Public Speaking, Marketing, Strategy, Marketing Strategy, Business Strategy, Business Development

Education
Wesleyan University   2000 — 2004
Bachelor's Degree, English Literature, Graduate With Honors

University of Oxford   2002 — 2003
(UK) One year program in English Literature, 4.0 / 4.0

University of East Anglia
(UK) Master's Degree, English Literature & Writing, Graduate with Honors

David Maslyk, CLFP David Maslyk, CLFP Portland, Oregon Area Details
David Maslyk, CLFP's Aequitas Capital Management Experience 2006 - 2007
Job VP, Equipment Finance at Bank of the West
Industry Banking
Experience
Bank of the West  2007 - Present
Aequitas Capital Management   2006 - 2007
US Bancorp Equipment Finance  2000 - 2006
US Bank  1992 - 2000
GMAC Mortgage Corporation  1990 - 1992
Key Bank of Alaska   1988 - 1990
Alaska USA Federal Credit Union  1985 - 1988

Skills
Equipment Leasing, Equipment Finance, Commercial Banking, Commercial Lending, Banking, Finance, Credit, Middle Market, Small Business Lending, Relationship Management, Common Sense, Financial Analysis, Credit Analysis, Loan Origination, Sense Of Urgency, Investments, Mortgage Lending, Retail Banking, Portfolio Management, Mortgage Banking

Education
Colorado Mesa University   1982 — 1985
BBA, Accounting/ Finance

University of Alaska Anchorage   1979 — 1982
Associates, Art

Brian Oliver Brian Oliver Aurora, Oregon Details
Brian Oliver's Aequitas Capital Management Experience September 1997 - Present
Job President, Asset Management at Aequitas Capital Management
Industry Investment Banking
Experience
Aequitas Capital Management   September 1997 - Present
US Bank  March 1982 - September 1997

Skills
Alternative Investments, Asset Management, Asset Managment, Credit, Equities, Finance, Financial Modeling, Fixed Income, Investments, Loans, New Business Development, Private Equity

Education
Oregon State University   1982 — 1987
Bachelor of Science (BS), Finance, General

Franklin High School, Portland, Oregon   1978 — 1982
High School Diploma

Brandi McVay Brandi McVay Portland, Oregon Area Details
Brandi McVay's Aequitas Capital Management Experience October 2012 - Present
Job HR Manager at Aequitas Capital Management
Industry Human Resources
Experience
Aequitas Capital Management   October 2012 - Present
A-dec  May 2012 - October 2012
A-dec  January 2011 - May 2012
The Allison Inn and Spa  2009 - 2011

Skills
Human Resources, Onboarding, Employee Relations, Interviews, Applicant Tracking..., Training, Customer Service, Time Management, Team Building, Payroll, HRIS, Recruiting, Benefits Administration, Process Improvement, New Hire Orientations, Performance Management, Screening, Corporate Communications, Employee Recognition, Event Management, Community Outreach, HRIS Database Management, COBRA, Leadership, Project Management, Total Rewards Strategies, Compensation Strategies, Policy Analysis, Employment Law, Organizational..., Coaching

Education
Portland State University   2007 — 2010
Bachelors Degree, Human Resources Management & General Business Management

Southern Oregon University   2004 — 2006

Wilsonville High School

Alan Lordi Alan Lordi Greater Denver Area Details
Alan Lordi's Aequitas Capital Management Experience April 2013 - Present
Job Vice President at Aequitas Capital Management
Industry Investment Management
Experience
Aequitas Capital Management   April 2013 - Present
Financial Tapestry LLC   January 2001 - December 2012
ING Investment Management  January 1999 - January 2001
Sefton Capital Management   June 1995 - December 1999
Furman Selz  January 1994 - June 1995
Pacifica Mututal Funds   January 1991 - December 1994
Eastland Bank  January 1986 - June 1991

Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business   1988 — 1991
Master of Business Administration (M.B.A.), Investment Portfolio Management

Babson College   1980 — 1984
Bachelor's Degree, Quantitative Methods/Finance

Harvard Business School
Accredidation Program on Negotiation Strategy, Organizational Leadership

Jessica Christensen Jessica Christensen Portland, Oregon Area Details
Jessica Christensen's Aequitas Capital Management Experience July 2012 - Present
Job Experienced Senior Administrator & Project Manager
Industry Financial Services
Experience
Aequitas Capital Management   July 2012 - Present
Prodapt North America (formerly Pacific Crest Technology)   July 2010 - July 2012
Gold Dust Portato Processors   October 2007 - June 2010
OHSU  January 2006 - October 2007
TRM Corporation  October 2005 - December 2006
COUNTRY Financial®  January 2002 - October 2004
United States Army Reserve  September 2000 - January 2002

Skills
Project Management, PowerPoint, Microsoft Excel, Office Management, International Travel, Rental Management, Travel Arrangements, Customer Service, Financial Support, Supervisory Skills, Executive Support, Microsoft Word, Microsoft Office..., Presentations, Written & Oral..., Time Management, Employee Training, Troubleshooting, Concur, Payroll, Key Account Management, Accounts Payable, Accounts Receivable, General Ledger, Organization, Program Implementation, Process Improvement, Team Building, Team Management, Salesforce.com, QuickBooks, Purchasing, Contract Negotiation, Contract Management, Recruiting, Event Planning, Event Management, Office Administration

Education
Portland Community College   1999 — 2001

Gresham High School   1996 — 1999
Diploma

Susan Petterson, CPA Susan Petterson, CPA Portland, Oregon Area Details
Susan Petterson, CPA's Aequitas Capital Management Experience October 2011 - December 2013
Job Divisional Controller at Milwaukee Electronics & Screaming Circuits
Industry Electrical/Electronic Manufacturing
Experience
Milwaukee Electronics Corp.  December 2013 - Present
Aequitas Capital Management   October 2011 - December 2013
McCoy Foat & Company, PC CPAs   September 2008 - September 2011
TKK & S, Inc.   May 2004 - August 2008
Pittman & Brooks, PC   January 2002 - May 2004
McDonald Jacobs, PC Accountants & Consultants   December 1998 - December 2001

Skills
Financial Statements, Accounting, Internal Controls, Account Reconciliation, General Ledger, Accounts Receivable, QuickBooks, Due Diligence, Tax, Variance Analysis, Tax Preparation, Forecasting, Federal & State Income..., US GAAP reporting, Microsoft Excel, Lacerte, ProSystem fx Tax, Tax-planning, Financial Forensics, Litigation Support, Fixed Asset Management, GreatPlains, High Net Worth..., Consolidated Financial..., Supervisory Experience, Mentoring Of Staff, Financial Software..., Tax Research, Consulting, Inventory Accounting, Inventory Control, Epicor, Forensic Accounting, Tax Planning, Finance, GAAP

Education
Portland State University - School of Business   1993 — 1997
Bachelor of Science, Accounting

Joe Delgardio Joe Delgardio Portland, Oregon Details
Joe Delgardio's Aequitas Capital Management Experience February 2014 - Present
Job Specialty Finance Associate at Aequitas Capital Management
Industry Investment Banking
Experience
Aequitas Capital Management   February 2014 - Present
Ares Management  May 2011 - February 2014
Columbia Management  July 2008 - May 2011
Wachovia Securities Financial Network  2007 - 2008

Skills
CDO, Fixed Income, CLO, High Yield, Bloomberg, Bonds, Alternative Investments, ABS, Structured Products, Hedge Funds, Structured Finance, Securitization, Leveraged Finance, Credit Derivatives, Capital Markets, Derivatives, CMBS, Bloomberg Terminal, Valuation

Education
University of Central Florida   2000 — 2005
Finance

Jian Gong Jian Gong Portland, Oregon Area Details
Jian Gong's Aequitas Capital Management Experience March 2015 - Present
Job Quantitive Analyst at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   March 2015 - Present
Equifax  May 2012 - March 2015
TransUnion  October 2008 - March 2012

Skills
Statistical Modeling, Credit Scoring, Credit Card Risk..., Collection Analytics, SAS, Logistics Regression, Segmentation, SQL, Large Dataset Management, Statistics, Data Mining, Financial Risk, SPSS, Econometrics, Logistic Regression, Multivariate Analysis, Analytics, Linear Regression, Data Analysis, Business Intelligence, Factor Analysis, Cluster Analysis, R, Credit Cards, Credit Risk, Project Management, SAS programming, Predictive Analytics, Predictive Modeling

Education
Pennsylvania State University   2007 — 2008
Ph.D, Agribultural Economics

North Dakota State University   2005 — 2007
MS, Applied Economics

Fuzhou University   1998 — 2002
BA, Finance

James D. Henry James D. Henry Portland, Oregon Area Details
James D. Henry's Aequitas Capital Management Experience February 2013 - June 2014
Job Staff Counsel at Blue Harbor Senior Living
Industry Law Practice
Experience
Blue Harbor Senior Living  October 2014 - Present
Aequitas Capital Management   February 2013 - June 2014
Seattle University Law School Institute for Indian Estate Planning & Probate   May 2012 - August 2012
Portland Timbers  March 2011 - November 2011
Montana State University Billings  September 2007 - December 2010

Skills
Legal Writing, Legal Research, Public Speaking, Logistics, Legal Issues, Westlaw, Contract Negotiation, Legal Compliance, Customer Service, Contract Law, International Law, International Relations, Inventory Management, Employment Law, Legal Assistance

Education
Lewis & Clark Law School   2011 — 2014
J.D.

Florida State University London Study Center   2012 — 2012

Montana State University-Billings   2007 — 2010
B.A.

Eli Krueger Eli Krueger Portland, Oregon Details
Eli Krueger's Aequitas Capital Management Experience July 2011 - August 2012
Job Attorney
Industry Legal Services
Experience
Genesis Financial Solutions, Inc.   February 2014 - August 2014
Lewis and Clark Law School’s Small Business Legal Clinic   January 2013 - May 2013
Nike EMEA  September 2012 - December 2012
Aequitas Capital Management   July 2011 - August 2012

Skills
Legal Research, Westlaw, Legal Writing, Due Diligence, Corporate Law, Licensing, Finance, Private Equity

Education
Lewis & Clark Law School   2010 — 2013
Doctor of Law (J.D.)

College of Charleston   2003 — 2007
Bachelor of Science (B.S.), International Business

Cheryl (Stone) Viestenz Cheryl (Stone) Viestenz Portland, Oregon Area Details
Cheryl (Stone) Viestenz's Aequitas Capital Management Experience August 2014 - Present
Job Director of Human Resources at Aequitas Capital
Industry Computer Software
Experience
Aequitas Capital Management   August 2014 - Present
Aequitas Capital Management   January 2013 - August 2014
Aequitas Capital Management   May 2011 - December 2012
GemStone Systems Inc.- Division of VMware Inc.   May 2010 - October 2010
GemStone Systems  May 2008 - May 2010
Emerald Staffing  December 2006 - January 2008

Skills
Human Resources, Onboarding, Employee Relations, Personnel Management, Payroll, Recruiting, Employee Benefits, New Hire Orientations, Temporary Placement, Benefits Administration, Interviews, Applicant Tracking..., Management, Leadership, FMLA

Education
Oregon State University   2001 — 2005
BS, Psychology

Portland State University
Certificate, Human Resources

Barb Eichberger, MBA Barb Eichberger, MBA Portland, Oregon Area Details
Barb Eichberger, MBA's Aequitas Capital Management Experience June 2014 - April 2015
Job SQL Server Data Warehouse and BI Professional
Industry Information Technology and Services
Experience
Clinicient  April 2015 - Present
Aequitas Capital Management   June 2014 - April 2015
Craft Brew Alliance  November 2012 - June 2014
WebMD  December 2010 - August 2012
BroadArts Theatre   March 2001 - January 2012
Insight Schools  July 2008 - December 2010
Personal Vitals, LLC   March 2006 - December 2010
Meridian Technology Group  June 2008 - July 2008
Tech One for Industrial Commission of AZ   May 2006 - June 2008
Arizona State University  August 2004 - May 2007

Skills
Business Intelligence, Data Warehousing, Databases, ETL, Data Modeling, Microsoft SQL Server, SQL, Management, Team Building, Data Analysis, Integration, SQL Tabular Models and..., T-SQL, SQL Azure, Business Analysis, Business Objects, D3.js, Crystal Reports, Software Development, Requirements Gathering, Quality Assurance, Database Administration, Business Process, C#, Problem Solving, MS Project, Enterprise Software, Leadership, Analysis, Strategy, SDLC, Visio, Project Management, SSIS, Agile Methodologies, Requirements Analysis, Data Warehouse..., ASP.NET, SharePoint, Consulting

Education
Arizona State University   2004 — 2007
MBA, Technology, Science and Engineering

Jeonggyu Lee Jeonggyu Lee Redmond, Washington Details
Jeonggyu Lee's Aequitas Capital Management Experience April 2014 - March 2015
Job Software Engineer 2 at Microsoft
Industry Computer Software
Experience
Microsoft  April 2015 - Present
http://www.whyi.net/   May 2002 - Present
Aequitas Capital Management   April 2014 - March 2015
Groupon  September 2013 - April 2014
Intel  July 2010 - August 2013
Wolfram Research  January 2010 - June 2010
AccelerEyes  August 2009 - December 2009
Kaneva  January 2009 - May 2009

Skills
Software Development, Computer Graphics, C++, Refactoring, Getting The Job Done, Test Driven Development, Ruby on Rails, Writing pieces of code, Code Rejuvenation, TDD, Software Engineering, Android Development, CoffeeScript, angular.js, Jasmine js, Linux, Algorithms

Education
Georgia Institute of Technology   2007 — 2009
Master of Science, Computer Science

Nina (Wiese) Steigerwald Nina (Wiese) Steigerwald Portland, Oregon Details
Nina (Wiese) Steigerwald's Aequitas Capital Management Experience January 2012 - August 2015
Job Senior Accountant at Aequitas Capital Management
Industry Accounting
Experience
Meyer Memorial Trust  August 2015 - Present
Aequitas Capital Management   January 2012 - August 2015
Wynnchurch Capital  November 2010 - June 2011
Wiese and Fulwiler, CPAs   February 2010 - April 2010
Ernst & Young  October 2008 - September 2009
Ernst & Young  June 2007 - August 2007

Skills
Tax, Internal Controls, Financial Reporting, Banking, Accounting, Financial Analysis

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
Master of Science, Accountancy

University of Notre Dame   2004 — 2007
Bachelor of Business Administration, Accountancy

Nausser Abushaaban Nausser Abushaaban Portland, Oregon Area Details
Nausser Abushaaban's Aequitas Capital Management Experience September 2013 - 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

Trevor Conroy Trevor Conroy Wilsonville, Oregon Details
Trevor Conroy's Aequitas Capital Management Experience October 2012 - Present
Job Corporate Pilot at Aequitas Capital Management
Industry Aviation & Aerospace
Experience
Aequitas Capital Management   October 2012 - Present
Aircraft Management Solutions, LLC   May 2012 - September 2012
Ameriflight, LLC  October 2011 - May 2012
Pacific Coast Avionics Corp   February 2005 - May 2012
Advanced Flight Systems   March 2010 - October 2011
Willamette Aviation   June 2008 - October 2011

Skills
Customer Service, Microsoft Office, Management, Team Leadership, Professional demeanor, Flights, Department Budgeting, Certified Flight..., Airworthiness, Avionics, Flight Safety, CFI

Education
Portland State University   2007 — 2009
B.S. Business Management, Business

DeSales University   2005 — 2007
Business

Jeonggyu Lee Jeonggyu Lee Redmond, Washington Details
Jeonggyu Lee's Aequitas Capital Management Experience April 2014 - March 2015
Job Software Engineer 2 at Microsoft
Industry Computer Software
Experience
Microsoft  April 2015 - Present
http://www.whyi.net/   May 2002 - Present
Aequitas Capital Management   April 2014 - March 2015
Groupon  September 2013 - April 2014
Intel  July 2010 - August 2013
Wolfram Research  January 2010 - June 2010
AccelerEyes  August 2009 - December 2009
Kaneva  January 2009 - May 2009

Skills
C++, Refactoring, Algorithms, Ruby on Rails, Test Driven Development, Writing pieces of code, Python, TDD, Getting The Job Done, Code, Git, Java, Code Rejuvenation, HTML 5, Agile Methodologies, Github, OpenGL, TBB, HTML5, VTK, JavaScript, Eclipse, Microsoft Visual Studio..., CMake, Code Collaborator, Subversion, TotalView, Klocwork, Valgrind, Mathematica, Matlab, Processing.js, Open Source, C#, PHP, jQuery, AJAX, RSpec, Redis, JUnit, Android Development, CoffeeScript, angular.js, Jasmine js

Education
Georgia Institute of Technology   2007 — 2009
Master of Science, Computer Science

Tracy Hinds Connelly Tracy Hinds Connelly Portland, Oregon Area Details
Tracy Hinds Connelly's Aequitas Capital Management Experience May 2010 - March 2011
Job Vice President, Communications, Wealth Management, U.S. Bank
Industry Financial Services
Experience
US Bank  April 2011 - Present
Aequitas Capital Management   May 2010 - March 2011
Aequitas Capital Management   2007 - June 2010
Fiserv EFT  2005 - 2007
Visa USA  1994 - 2002
Visa U.S.A. Inc.   1994 - 2002
American Express  1987 - 1994

Skills
Stategic Thinking, Innovator, Business Process..., Collaborative Leadership, Customer Satisfaction, Product Development, Magazine Management, Strategic Thinking, Segmentation, Loyalty Programs, P&L Management, Competitive Analysis, Direct Marketing, Mergers & Acquisitions, Customer Acquisition, Banking, Business Strategy, Product Management, Mobile Payments, Thought Leadership, New Business Development, Payment Card Processing, Internal Communications, Cards, Analysis, Marketing Strategy, Team Leadership, Program Management, Strategic Planning, Strategic Partnerships, Market Research, Marketing, Leadership, Customer Experience, Financial Modeling, Sales Operations, Vendor Management, Finance, Management, Relationship Management, Payments, Business Development, Product Innovation, Electronic Payments, Analytics, Product Marketing, Start-ups, Multi-channel Marketing, Payment Systems, Financial Services

Education
Thunderbird School of Global Management   1985 — 1987
MBA, International Business

Scripps College   1979 — 1983
BA, International Relations

Université Paris-Sorbonne   1981 — 1982
French Literature/ Architecture

Summer Hermanson Summer Hermanson Lake Oswego, Oregon Details
Summer Hermanson's Aequitas Capital Management Experience May 2014 - Present
Job HR Coordinator at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   May 2014 - Present
Aequitas Capital Management   October 2013 - April 2014
DoveLewis Emergency Animal Hospital  July 2013 - January 2014
Portland Bottling Co.   August 2012 - October 2013
Horizon Air  January 2011 - August 2012
RideAble   January 2009 - March 2009

Skills
Microsoft Office, Customer Service, Adobe Creative Suite, Event Planning, Social Media, PowerPoint, Microsoft Excel, Time Management, Hospitality, Travel Planning, Human Resources, Payroll, Employee Benefits, Employee Relations, Training, Data Entry, Management

Education
University of Oregon   2006 — 2010
Bachelor of Science (B.S.), Psychology

Oregon City High School   2002 — 2006
High School Diploma

Adam Peterson Adam Peterson Portland, Oregon Details
Adam Peterson's Aequitas Capital Management Experience July 2012 - November 2013
Job Senior Technical Recruiter at ServerLogic
Industry Staffing and Recruiting
Experience
ServerLogic  December 2013 - Present
Aequitas Capital Management   July 2012 - November 2013
Low Latency Technical Search   June 2011 - July 2012
Objective Paradigm, Inc.   2005 - May 2011
Medstaff  2002 - 2004
Morgan Stanley Dean Witter  2000 - 2002
MCI Worldcom  1998 - 2000

Skills
Leadership, Trading, Executive Search, Talent Management, Recruiting, Sourcing, College Recruiting, Technical Recruiting, Onboarding, Talent Acquisition, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Permanent Placement, Management, Networking, Cross-functional Team..., Hedge Funds, New Business Development, Options, SDLC, Benefits Negotiation, Finance, Sales, CRM, Screening Resumes, Consulting, Screening, Staffing Services, Interviews, Temporary Staffing, Cold Calling, Temporary Placement, Staff Augmentation, Human Resources, Hiring, Business Development, Employer Branding, Vendor Management, Information Technology, Strategy, Resume Writing, Executive Management, Outsourcing

Education
North Carolina State University   1994 — 1998
BS, Business Management/Finance

Andy MacRitchie Andy MacRitchie Portland, Oregon Area Details
Andy MacRitchie's Aequitas Capital Management Experience Executive Vice PresidentPacifiCorpDecember 1998 - March 2006
Job Partner, Aequitas Capital Management
Industry Investment Banking
Experience
Aequitas Capital Management   Executive Vice PresidentPacifiCorpDecember 1998 - March 2006

Education
The University of Glasgow   1980 — 1984

Stephen Forkner Stephen Forkner Portland, Oregon Area Details
Stephen Forkner's Aequitas Capital Management Experience April 2008 - 2011
Job Systems Analyst II Pacificorp / MidAmerica
Industry Utilities
Experience
Pacificorp / MidAmerica   July 2011 - Present
Aequitas Capital Management   April 2008 - 2011
The Parr Company   August 1999 - April 2008

Education
Clark College   1988 — 1990

Dennis Bishop Dennis Bishop Portland, Oregon Area Details
Dennis Bishop's Aequitas Capital Management Experience Managing DirectorAequitas Capital Management2007 - 2008
Job Managing Director at Aequitas Capital Management
Industry Investment Management
Experience
Aequitas Capital Management   Managing DirectorAequitas Capital Management2007 - 2008
General Electric Company  June 1967 - January 1992

Education
Santa Clara University   1968 — 1972

John Slominski John Slominski Lake Oswego, Oregon Details
John Slominski's Aequitas Capital Management Experience February 2013 - Present
Job Vice President Portfolio Management at Aequitas Capital Management
Industry Banking
Experience
Aequitas Capital Management   February 2013 - Present
Associated Bank  August 2011 - January 2013
MGIC  January 2008 - July 2011
Radian Guaranty  November 2000 - December 2007
Fannie Mae  October 1997 - November 2000
Bank of America  December 1992 - October 1997
Citi  January 1988 - December 1992
National Futures Association  January 1987 - January 1988

Skills
SAS, FOCUS, Financial Risk, Credit, Portfolio Management, Finance, Loans, Mortgage Lending, Underwriting, Structured Finance

Education
Northern Illinois University - College of Business   1982 — 1986
bachelor's of science, Finance/Accounting

Dundee Community High School   1979 — 1982
College Prep

Charles Bretana Charles Bretana Portland, Oregon Area Details
Charles Bretana's Aequitas Capital Management Experience November 2013 - March 2014
Job Independant Software Architect Developer Consultant with City of Portland
Industry Computer Software
Experience
City of Portland  August 2013 - Present
Bureau of Land Management  October 2012 - Present
Aequitas Capital Management   November 2013 - March 2014
Bonneville Power Administration  June 2008 - October 2012
Centerstance  August 2007 - June 2008
NWEA  2006 - 2007
Integra Telecom  February 2006 - September 2006
Move.com  February 2005 - July 2006
speakTECH  2004 - 2006
Countrywide Mortgage  April 2002 - November 2005

Skills
XML, Agile Methodologies, .NET, Microsoft SQL Server, C#, Software Development, ASP.NET, MSMQ, ADO.NET, WCF

Education
Boston University   1986 — 1988
M.S.M.E., Mechanical Engineering

Golden Gate University   1979 — 1982
M.B.A., Business

Stevens Institute of Technology   1967 — 1971
M.S., Mathmatics

Julie Bonaduce Julie Bonaduce Portland, Oregon Details
Julie Bonaduce's Aequitas Capital Management Experience February 2014 - Present
Job Marketing Creative at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   February 2014 - Present
Freelance  June 2013 - March 2014
NAVEX Global  March 2010 - June 2013
+alcheme creative   June 2003 - June 2010
Braingrease Ink   February 1998 - June 2003
American Steel  May 1986 - January 1997

Skills
Creative Strategy, Marketing, Web Design, Marketing Strategy, Brand Development, User Interface Design, Branding & Identity, Advertising, Marketing Copy, Management, Photography, Digital Marketing, Collateral Materials..., Copy Editing, Digital Asset Management, Entrepreneurship, Email Marketing, UIX, Advertising Management, Web Content, Graphic Design, Graphics, Content Strategy, PowerPoint, WordPress, Illustration, Start-ups, Multimedia, User Experience, Brand Management, Corporate Branding, Marketing Automation, Content Management, Corporate Identity, Onboarding

Education
Portland State University   1980 — 1984

Rex Putnam HS   1976 — 1980

Bob Noack Bob Noack Portland, Oregon Area Details
Bob Noack's Aequitas Capital Management Experience October 2006 - March 2014
Job Senior Vice President Executive Coach at Building Champions
Industry Management Consulting
Experience
Building Champions  March 2014 - Present
Aequitas Capital Management   October 2006 - March 2014
Bank of America  August 2005 - August 2006
Bank of America  October 2003 - August 2005
Columbia Management  January 1998 - October 2003
Columbia Management  July 1988 - December 1997

Skills
Investments, Portfolio Management, Asset Managment, Alternative Investments, Asset Allocation, Financial Modeling, Capital Markets, Valuation, Venture Capital, Financial Analysis, Investment Strategies, Public Speaking, Fixed Income, Wholesale, RIAs, Fund Of Funds, University Teaching, Wealth Management, Financial Services, Asset Management, Equities, Cash Management, Due Diligence, Financial Advisory, Hedge Funds, Finance, Investment Management, Investment Advisory, Equity Research, Institutional..., Wealth Management..., Private Equity, Investment Banking, Bonds, Credit, Series 7, Structured Finance

Education
University of Oregon - Charles H. Lundquist College of Business   1996 — 1998
MBA, Finance

University of California, Davis   1977 — 1981
Bachelor of Arts (B.A.), Philosophy/Classics

Rio Americano High School   1973 — 1977

Patty Whittington Patty Whittington Portland, Oregon Area Details
Patty Whittington's Aequitas Capital Management Experience January 2015 - Present
Job Senior Vice President Tax & Finance at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   January 2015 - Present
Aequitas Capital Management   July 2013 - December 2014
Obsidian Finance Group, LLC  October 2003 - June 2013
Pope & Talbot  1998 - 2003
U.S. Bancorp   1990 - 1998
Deloitte & Touche  1984 - 1990

Skills
Sarbanes-Oxley Act, CPA, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Tax, Private Equity, SEC filings, Valuation, Internal Controls, Finance, Corporate Finance, US GAAP, Financial Reporting

Education
Oregon State University
B.S.

Franklin High School

Peter Salts Peter Salts Greater New York City Area Details
Peter Salts's Aequitas Capital Management Experience November 2011 - May 2012
Job Financial Services Professional
Industry Financial Services
Experience
Bridgewater Associates  November 2013 - Present
Citco Fund Services  September 2012 - October 2013
HedgeServ  May 2012 - August 2012
Aequitas Capital Management   November 2011 - May 2012
GlobeOp Financial Services  September 2005 - November 2011
Managers Investment Group  2004 - 2005
Domini Social Investments  2003 - 2004
American Skandia  2000 - 2004
Goldman Sachs Asset Management  1994 - 2000

Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets

Education
Pace University
MBA, Finance

Jason MacRae Jason MacRae Seattle, Washington Details
Jason MacRae's Aequitas Capital Management Experience April 2014 - November 2014
Job Financial Services Executive
Industry Internet
Experience
Amazon  May 2015 - Present
Aequitas Capital Management   April 2014 - November 2014
Maple Bay Asset Management LLC   2013 - 2014
Loan Value Group LLC  2008 - 2013
Morgan Stanley  2002 - 2007
iSay.com   1999 - 2001
Morgan Stanley  1997 - 1999
Advanta  1996 - 1997
Oliver Wyman & Company  1993 - 1996

Skills
Fixed Income, Capital Markets, Financial Modeling, Structured Finance, Mortgage Lending, New Business Development, Hedge Funds, Derivatives, Alternative Investments, Asset Management, Portfolio Management, Investments

Education
Harvard University   1989 — 1993
AB, Physics

William Ruh William Ruh Greater San Diego Area Details
William Ruh's Aequitas Capital Management Experience November 2013 - Present
Job Managing Principal & Executive Vice President at Aequitas Capital Management
Industry Financial Services
Experience
Aequitas Capital Management   November 2013 - Present
Castle Creek   1994 - November 2013
Ceres Group  2000 - 2006
America3 Foundation   1991 - 1992

Skills
Investment Banking, Private Equity, Mergers, Capital Markets, Investments

Education
Duke University - The Fuqua School of Business   1988 — 1990
MBA

State University of New York Maritime College   1978 — 1982
BS

Kunal Madan Kunal Madan Portland, Oregon Area Details
Kunal Madan's Aequitas Capital Management Experience January 2013 - May 2013
Job Portfolio Analytics and Reporting Associate
Industry Financial Services
Experience
Fisher Investments  May 2015 - Present
Fisher Investments  August 2013 - May 2015
Aequitas Capital Management   January 2013 - May 2013
Emporio Bridal   August 2009 - February 2013
Grant Thornton LLP  June 2012 - July 2012

Skills
QuickBooks, Outlook, Microsoft Office, Bloomberg Terminal, Hindi, Team Management, Website Promotion, Google Analytics, Google Adwords, Investments, Alternative Investments, SEO, DCF Valuation, Magento, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement..., Economics

Education
University of Portland   2009 — 2013
Finance, Senior

Bishop Kelly High School   2006 — 2009

Joe Newman Joe Newman Bend, Oregon Details
Joe Newman's Aequitas Capital Management Experience April 2014 - November 2014
Job Consultant for Financial Services Industry
Industry Banking
Experience
Self Employed Consultant  November 2014 - Present
Aequitas Capital Management   April 2014 - November 2014
Maple Bay Asset Management LLC   March 2013 - April 2014
Consulting Etc.   January 2013 - April 2013
Regions Bank  August 2010 - December 2012
Regions Financial Corporation  April 1998 - December 2012
Regions Financial Corporation  April 1998 - August 2010

Skills
Loans, Consumer Lending, Commercial Banking, Credit, Banking, Credit Risk, Due Diligence, Risk Management, Mortgage Lending, Portfolio Management, Finance, Strategic Planning, Financial Services, Financial Risk, Underwriting, Loan Origination, Commercial Lending, Credit Analysis, Branch Banking, Lines Of Credit, Small Business Lending, Mortgage Banking, Treasury Management, Retail Banking, Leadership, Cross Selling, Cash Management, Commercial Mortgages

Education
Pacific Coast Banking School   1989 — 1991
Graduate Degree in Banking, Management

University of Oregon - Charles H. Lundquist College of Business   1976 — 1979
B.S., Finance

Peggy Worley, CPA Peggy Worley, CPA Portland, Oregon Area Details
Peggy Worley, CPA's Aequitas Capital Management Experience February 2012 - August 2012
Job Controller at Oregon's Health COOP
Industry Insurance
Experience
Oregon's Health CO-OP  September 2014 - Present
CareOregon  September 2012 - September 2014
Aequitas Capital Management   February 2012 - August 2012
Harsch Investment Corp   April 2007 - February 2012
KPMG LLP  January 2001 - April 2007
Colorado Society of CPAs   May 1998 - December 2000

Education
University of Denver
Master of Accountancy, Information Technology

University of Denver
Bachelor of Science, Accounting

Gina Mitchell Gina Mitchell Portland, Oregon Area Details
Gina Mitchell's Aequitas Capital Management Experience August 2007 - August 2010
Job Accountant at PTV America, Inc.
Industry Accounting
Experience
PTV America Inc.  September 2014 - Present
New Life Christian Center  June 2013 - Present
Cambia Health Solutions  December 2013 - June 2014
T.Y. Lin International   June 2010 - December 2013
Aequitas Capital Management   August 2007 - August 2010
Sulzer  July 2001 - July 2007

Skills
Microsoft Excel, Microsoft Office, Financial Reporting, Accounting, Accounts Receivable, Financial Analysis, Invoicing, Variance Analysis, Account Reconciliation, Forecasting, Cost Accounting, Cash Flow, Project Accounting, Internal Controls, Financial Audits, Auditing, Cash Management, QuickBooks, Fixed Assets, Financial Statements, Accounts Payable

Education
Eastern Oregon University   1989 — 1994
B.S in Business, Specialization in Accounting

Hoquiam High School   1986 — 1989

Ross Mack, CTP Ross Mack, CTP Portland, Oregon Area Details
Ross Mack, CTP's Aequitas Capital Management Experience April 2014 - Present
Job Fund Operations Associate
Industry Financial Services
Experience
Aequitas Capital Management   April 2014 - Present
Umpqua Bank  April 2008 - April 2014
Umpqua Bank  2005 - 2008

Skills
Banking, Financial Analysis, Commercial Banking, Treasury Management, Small Business Lending, Cash Management, Relationship Management, Risk Management, Retail Banking, ACH, Lockbox, Remote Deposit Capture, Treasury Services, Lines Of Credit, Deposits, Consumer Lending

Education
Humboldt State University   2003 — 2005
B.A., Political Science, Business Administration

Mike Shaw Mike Shaw Portland, Oregon Area Details
Mike Shaw's Aequitas Capital Management Experience January 2014 - August 2015
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

Jon Bumgardner Jon Bumgardner Portland, Oregon Details
Jon Bumgardner's Aequitas Capital Management Experience January 2014 - April 2015
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

Jonathan Wease Jonathan Wease Lake Oswego, Oregon Details
Jonathan Wease's Aequitas Capital Management Experience November 2011 - Present
Job Vice President of Portfolio Management at Aequitas Capital Management
Industry Investment Management
Experience
Aequitas Capital Management   November 2011 - Present
Portfolio Financial Servicing Company  January 1997 - November 2011
US Bank and US Bancorp Leasing   February 1989 - December 1996

Skills
Loans, Credit, Process Improvement, Accounting, Finance, Investments, Asset Managment, Leadership, Mergers & Acquisitions, Business Planning, Banking, Forecasting, Portfolio Management, Microsoft Excel, Corporate Finance, Risk Management, Financial Services, Strategic Planning

Education
Marylhurst University   2009 — 2010
MBA, Business Administration

University of Oregon   1986 — 1987
Accounting

Concordia University-Portland
BS, Business Administration

Corey Cushing Corey Cushing Greater Los Angeles Area Details
Corey Cushing's Aequitas Capital Management Experience July 2010 - August 2011
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
USC Marshall School of Business Academic Information Services   May 2012 - May 2014
Deloitte  June 2013 - August 2013
USC Marshall School of Business Technology Administration   May 2012 - August 2012
Aequitas Capital Management   July 2010 - August 2011

Education
University of Southern California   2010 — 2014
B.S., Accounting

Tualatin High School   2006 — 2010
Honors Diploma

Bill McCormick Bill McCormick Portland, Oregon Area Details
Bill McCormick's Aequitas Capital Management Experience January 2007 - Present
Job Director at Aequitas Capital Management
Industry Investment Banking
Experience
Aequitas Capital;Indo-MIM   February 2004 - Present
Aequitas Capital Management   January 2007 - Present
Merix Corporation  2005 - 2007
Precision Castparts  April 1985 - May 2003

Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Equities, Asset Management, Capital Markets, Investment Banking, Financial Analysis, Venture Capital, Corporate Development, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Restructuring

Education
University of Cincinnati   1958 — 1968
Bachelor of Science, Mathematics

University of Cincinnati   1958 — 1968
BS Math, Mathematics

Alex Grossi Alex Grossi San Francisco, California Details
Alex Grossi's Aequitas Capital Management Experience January 2013 - February 2014
Job Financial Analyst at North Point Advisors
Industry Investment Banking
Experience
Capital Access Group   February 2014 - January 2015
Aequitas Capital Management   January 2013 - February 2014
Viking Motorsports   September 2011 - September 2012
RareSportBikesForSale.com   April 2009 - June 2011

Skills
Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Access, Customer Service, Adobe Acrobat, Public Relations, Negotiation, Microsoft Word, AutoCAD, Solidworks, Adobe Creative Suite, WordPress, Financial Analysis, Financial Modeling, Credit Analysis, Budgeting, Budget Management, Budget Oversight, Budget Preparation, Aircraft, Analysis, Corporate Finance, Treasury Management, Data Analysis, Excel, InDesign, Word, Valuation, Purchasing, Cash Management

Education
Portland State University   2010 — 2012
Finance, Economics