Arbor Advisors
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Arbor Advisors Employees
Employee
Years
Job
Industry
Vicente Zavarce Vicente Zavarce's Arbor Advisors Experience January 2015 - June 2015
Job Investment Banking Analyst at Arbor Advisors
Industry Investment Banking
Experience
Student Value Fund September 2015 - Present
Student Value Fund January 2014 - Present
Arbor Advisors January 2015 - June 2015
The Boston Consulting Group January 2014 - June 2014
Northeastern Entrepreneurs Club September 2013 - December 2013
Aon Benfield June 2011 - September 2011
Aon Benfield July 2010 - September 2010
Skills
Marketing, Leadership, Spanish, Facebook, Microsoft Excel, Entrepreneurship, Finance, Human Resources, Data Analysis, Bloomberg Software, Creativity, Social Media Marketing, Critical Thinking, PowerPoint, Access, Emerging Markets, Financial Modeling, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Finance and Entrepreneurship, 3.66 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
Other
Fundação Getulio Vargas 2013 — 2013
Experiential Research, 4.0
Student Value Fund September 2015 - Present
Student Value Fund January 2014 - Present
Arbor Advisors January 2015 - June 2015
The Boston Consulting Group January 2014 - June 2014
Northeastern Entrepreneurs Club September 2013 - December 2013
Aon Benfield June 2011 - September 2011
Aon Benfield July 2010 - September 2010
Skills
Marketing, Leadership, Spanish, Facebook, Microsoft Excel, Entrepreneurship, Finance, Human Resources, Data Analysis, Bloomberg Software, Creativity, Social Media Marketing, Critical Thinking, PowerPoint, Access, Emerging Markets, Financial Modeling, Public Speaking
Education
Northeastern University 2012 — 2016
Bachelor's Degree, Finance and Entrepreneurship, 3.66 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
Other
Fundação Getulio Vargas 2013 — 2013
Experiential Research, 4.0
Amy (Neill) Sorensen Amy (Neill) Sorensen's Arbor Advisors Experience November 2007 - December 2009
Job Administrative Professional, Facebook
Industry Consumer Services
Experience
Facebook April 2015 - Present
The Nueva School December 2009 - April 2015
Arbor Advisors November 2007 - December 2009
Coldwell Banker July 2003 - November 2007
EGM Capital January 2002 - July 2003
Digital Impact January 2001 - September 2001
Skills
Human Resources, Business Development, Office Management, Marketing, Recruiting, Customer Service, Real Estate, Sales Operations, Nonprofits, Calendaring, Management, Sales, Event Management, Online Marketing
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Sociology
Hillsdale 1992 — 1996
Facebook April 2015 - Present
The Nueva School December 2009 - April 2015
Arbor Advisors November 2007 - December 2009
Coldwell Banker July 2003 - November 2007
EGM Capital January 2002 - July 2003
Digital Impact January 2001 - September 2001
Skills
Human Resources, Business Development, Office Management, Marketing, Recruiting, Customer Service, Real Estate, Sales Operations, Nonprofits, Calendaring, Management, Sales, Event Management, Online Marketing
Education
University of California, Santa Barbara 1996 — 2000
Bachelor of Arts, Sociology
Hillsdale 1992 — 1996
Jake Storm Jake Storm's Arbor Advisors Experience March 2013 - September 2013
Job Subscription Business Consultant at Zuora
Industry Investment Banking
Experience
Zuora September 2015 - Present
Jefferies May 2015 - July 2015
Qualtrics September 2014 - April 2015
Sorenson Capital Partners April 2014 - September 2014
Doba November 2013 - August 2014
BlackRock September 2013 - December 2013
Arbor Advisors March 2013 - September 2013
LINX Satellite, Inc. February 2012 - September 2012
Skills
Account Management, Public Speaking, Leadership, Microsoft Office, Marketing, Social Media, Customer Service, Financial Risk, Financial Analysis, Investment Banking, Business Strategy, Entrepreneurship, Investments, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Finance, Marriott School of Management
Zuora September 2015 - Present
Jefferies May 2015 - July 2015
Qualtrics September 2014 - April 2015
Sorenson Capital Partners April 2014 - September 2014
Doba November 2013 - August 2014
BlackRock September 2013 - December 2013
Arbor Advisors March 2013 - September 2013
LINX Satellite, Inc. February 2012 - September 2012
Skills
Account Management, Public Speaking, Leadership, Microsoft Office, Marketing, Social Media, Customer Service, Financial Risk, Financial Analysis, Investment Banking, Business Strategy, Entrepreneurship, Investments, Portfolio Management, Financial Modeling, Microsoft Excel, PowerPoint
Education
Brigham Young University 2009 — 2015
Bachelor of Science (B.S.), Finance, Marriott School of Management
Jeff Bean's Arbor Advisors Experience November 2009 - February 2011
Job Principal at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors February 2011 - Present
Arbor Advisors November 2009 - February 2011
KeyBanc Capital Markets October 2007 - June 2009
Zions Bank August 2006 - September 2007
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor's Degree, Finance
University of Wollongong 2005 — 2005
Finance
Vista Point Advisors February 2011 - Present
Arbor Advisors November 2009 - February 2011
KeyBanc Capital Markets October 2007 - June 2009
Zions Bank August 2006 - September 2007
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor's Degree, Finance
University of Wollongong 2005 — 2005
Finance
Rafsun Faiz Rafsun Faiz's Arbor Advisors Experience April 2014 - August 2014
Job Investment Banking Summer Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Arbor Advisors April 2014 - August 2014
ETO Doors January 2013 - June 2013
Santa Monica College January 2013 - June 2013
The Academic Advantage December 2011 - June 2013
Best Buy November 2011 - March 2012
Fry's Electronics January 2011 - November 2011
Skills
Microsoft Office, Sales Operations, Academic Tutoring, Business Analysis, Photoshop, Data Analysis, Strategy, Marketing, Sales, Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS)
Santa Monica College 2011 — 2013
Lincoln International May 2015 - Present
Arbor Advisors April 2014 - August 2014
ETO Doors January 2013 - June 2013
Santa Monica College January 2013 - June 2013
The Academic Advantage December 2011 - June 2013
Best Buy November 2011 - March 2012
Fry's Electronics January 2011 - November 2011
Skills
Microsoft Office, Sales Operations, Academic Tutoring, Business Analysis, Photoshop, Data Analysis, Strategy, Marketing, Sales, Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS)
Santa Monica College 2011 — 2013
Shivani Sahay's Arbor Advisors Experience June 2007 - August 2007
Job MBA Candidate at Harvard Business School
Industry Internet
Experience
Intercom June 2015 - August 2015
PayPal October 2011 - May 2014
Credit Suisse June 2009 - June 2011
Lehman Brothers June 2008 - August 2008
Arbor Advisors June 2007 - August 2007
Skills
Investment Banking, Corporate Finance, Product Management, Entrepreneurship, Valuation, Financial Institutions, Mergers & Acquisitions, Due Diligence, Corporate Development, Competitive Analysis, Financial Modeling, Analytics, Venture Capital, Start-ups
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Business Economics, Accounting, Global Studies
Intercom June 2015 - August 2015
PayPal October 2011 - May 2014
Credit Suisse June 2009 - June 2011
Lehman Brothers June 2008 - August 2008
Arbor Advisors June 2007 - August 2007
Skills
Investment Banking, Corporate Finance, Product Management, Entrepreneurship, Valuation, Financial Institutions, Mergers & Acquisitions, Due Diligence, Corporate Development, Competitive Analysis, Financial Modeling, Analytics, Venture Capital, Start-ups
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, Business Economics, Accounting, Global Studies
Jeffrey Koons's Arbor Advisors Experience November 2009 - February 2011
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Greg Stofman's Arbor Advisors Experience May 2014 - Present
Job Investment Banker at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors May 2014 - Present
Harvard Management Company 2013 - 2014
Standish Mellon Asset Management 2012 - 2013
OneScreen 2011 - 2012
PurBlu Beverages 2009 - 2012
Union Real Estate Company of Pittsburgh May 2008 - September 2008
Skills
Finance, Microsoft Excel, Data Analysis, Microsoft Office, Investment Banking, Business Development, Securities Lending, Bloomberg, Mergers & Acquisitions, Trading, PowerPoint, Private Equity, Social Media Marketing, Microsoft Word, Equities
Education
Northeastern University
BS, Economics
John Cabot University
Economics
Shady Side Academy
Arbor Advisors May 2014 - Present
Harvard Management Company 2013 - 2014
Standish Mellon Asset Management 2012 - 2013
OneScreen 2011 - 2012
PurBlu Beverages 2009 - 2012
Union Real Estate Company of Pittsburgh May 2008 - September 2008
Skills
Finance, Microsoft Excel, Data Analysis, Microsoft Office, Investment Banking, Business Development, Securities Lending, Bloomberg, Mergers & Acquisitions, Trading, PowerPoint, Private Equity, Social Media Marketing, Microsoft Word, Equities
Education
Northeastern University
BS, Economics
John Cabot University
Economics
Shady Side Academy
Mark Wurzweiler Mark Wurzweiler's Arbor Advisors Experience June 2015 - Present
Job Investment Banking Analyst Coop at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors June 2015 - Present
JMP Securities July 2014 - September 2014
Colliers-International June 2013 - August 2013
Patagonia June 2013 - August 2013
Education
Union College 2012 — 2016
St. Ignatius College Preparatory 2008 — 2012
Arbor Advisors June 2015 - Present
JMP Securities July 2014 - September 2014
Colliers-International June 2013 - August 2013
Patagonia June 2013 - August 2013
Education
Union College 2012 — 2016
St. Ignatius College Preparatory 2008 — 2012
Blake Brown Blake Brown's Arbor Advisors Experience January 2014 - May 2014
Job CoPresident at BYU Finance Society
Industry Investment Banking
Experience
BYU Finance Society April 2015 - Present
Brigham Young University September 2014 - Present
Greenhill & Co. June 2015 - August 2015
U.S. Department of the Treasury May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Linsalata Capital Partners August 2013 - December 2013
SocialFinanceWire May 2013 - August 2013
IndustryPro April 2013 - August 2013
Grandeur Peak Global Advisors, LLC January 2013 - April 2013
Skills
Financial Analysis, Mergers, Finance, Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Venture Capital, Teamwork, Data Analysis, Microsoft Excel, Research, Due Diligence, Customer Service
Education
Marriott School of Management 2013 — 2016
Bachelor of Science (BS), Finance, Investment Banking, 3.92/4.0
Brigham Young University 2012 — 2016
Bachelor of Science (BS), Finance, General
BYU Finance Society April 2015 - Present
Brigham Young University September 2014 - Present
Greenhill & Co. June 2015 - August 2015
U.S. Department of the Treasury May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Linsalata Capital Partners August 2013 - December 2013
SocialFinanceWire May 2013 - August 2013
IndustryPro April 2013 - August 2013
Grandeur Peak Global Advisors, LLC January 2013 - April 2013
Skills
Financial Analysis, Mergers, Finance, Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Venture Capital, Teamwork, Data Analysis, Microsoft Excel, Research, Due Diligence, Customer Service
Education
Marriott School of Management 2013 — 2016
Bachelor of Science (BS), Finance, Investment Banking, 3.92/4.0
Brigham Young University 2012 — 2016
Bachelor of Science (BS), Finance, General
Nicolas Devine's Arbor Advisors Experience June 2015 - Present
Job Investment Banking Analyst Intern at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors June 2015 - Present
Spinnaker Capital LLC June 2014 - December 2014
Wellington Management July 2013 - December 2013
Eagle Services ASIA Pte Ltd May 2012 - August 2012
Education
Northeastern University 2011 — 2015
Arbor Advisors June 2015 - Present
Spinnaker Capital LLC June 2014 - December 2014
Wellington Management July 2013 - December 2013
Eagle Services ASIA Pte Ltd May 2012 - August 2012
Education
Northeastern University 2011 — 2015
Patrick Hillstrom Patrick Hillstrom's Arbor Advisors Experience June 2011 - June 2012
Job Head of Business Operations & Strategy Lynda.com at LinkedIn
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn April 2014 - May 2015
Alpine Investors June 2012 - March 2014
Arbor Advisors June 2011 - June 2012
DJ Dosage 2010 - 2011
William Blair and Company 2010 - 2010
Bright House Networks 2009 - 2009
Skills
Private Equity, Investment Banking, Deal Execution, Financial Modeling, New Business Development, Negotiation, Talent Management, Corporate Finance, Entrepreneurship, Business Development, Valuation, Venture Capital, Finance, Due Diligence, Investments, LBO, Corporate Development, Business Valuation, Start-ups, Deal Sourcing, Capital, Growth Capital, Leadership
Education
University of Pennsylvania 2007 — 2011
BA, History, Finance
Saint Stephen's Episcopal School 1994 — 2007
High-school Diploma
LinkedIn May 2015 - Present
LinkedIn April 2014 - May 2015
Alpine Investors June 2012 - March 2014
Arbor Advisors June 2011 - June 2012
DJ Dosage 2010 - 2011
William Blair and Company 2010 - 2010
Bright House Networks 2009 - 2009
Skills
Private Equity, Investment Banking, Deal Execution, Financial Modeling, New Business Development, Negotiation, Talent Management, Corporate Finance, Entrepreneurship, Business Development, Valuation, Venture Capital, Finance, Due Diligence, Investments, LBO, Corporate Development, Business Valuation, Start-ups, Deal Sourcing, Capital, Growth Capital, Leadership
Education
University of Pennsylvania 2007 — 2011
BA, History, Finance
Saint Stephen's Episcopal School 1994 — 2007
High-school Diploma
Adam O'Brien Adam O'Brien's Arbor Advisors Experience July 2013 - September 2013
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Ed Haddad Ed Haddad's Arbor Advisors Experience 2012 - 2013
Job Co Founder at pplrep
Industry Internet
Experience
pplrep 2013 - Present
Fractal Sciences 2014 - 2014
Arbor Advisors 2012 - 2013
Northern California Telecard 2007 - 2012
Skills
Analysis, Finance, Market Research, Econometrics, Corporate Finance, Access, Equity Research, Financial Modeling, Strategic Planning, Equity Valuation, Microsoft Excel, Modern Portfolio Theory, Microsoft Office, Eviews, Mergers & Acquisitions, Mergers, Acquistions, Financial Statement..., Financial Econometrics, Machine Learning, Python
Education
University of San Francisco 2010 — 2012
Master of Science (M.Sc.), Finance
Jordan University Of Science & Technology 2003 — 2007
Bachelor of Science (BSc), Computer Information Systems
pplrep 2013 - Present
Fractal Sciences 2014 - 2014
Arbor Advisors 2012 - 2013
Northern California Telecard 2007 - 2012
Skills
Analysis, Finance, Market Research, Econometrics, Corporate Finance, Access, Equity Research, Financial Modeling, Strategic Planning, Equity Valuation, Microsoft Excel, Modern Portfolio Theory, Microsoft Office, Eviews, Mergers & Acquisitions, Mergers, Acquistions, Financial Statement..., Financial Econometrics, Machine Learning, Python
Education
University of San Francisco 2010 — 2012
Master of Science (M.Sc.), Finance
Jordan University Of Science & Technology 2003 — 2007
Bachelor of Science (BSc), Computer Information Systems
Alex C. Esparza's Arbor Advisors Experience 2008 - 2009
Job MBA Candidate at the Yale School of Management 2016
Industry Financial Services
Experience
Oppenheimer & Co. March 2010 - Present
Burke America February 2009 - August 2009
Arbor Advisors 2008 - 2009
Skills
Equities, Valuation, Hedge Funds, Fixed Income, Trading, Investments, Bloomberg, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Financial Modeling, Equity Research, Capital IQ, Series 7, Venture Capital, Financial Analysis
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2009
Humanities; Philosophy and Literature
Oppenheimer & Co. March 2010 - Present
Burke America February 2009 - August 2009
Arbor Advisors 2008 - 2009
Skills
Equities, Valuation, Hedge Funds, Fixed Income, Trading, Investments, Bloomberg, Investment Banking, Alternative Investments, Private Equity, Capital Markets, Financial Modeling, Equity Research, Capital IQ, Series 7, Venture Capital, Financial Analysis
Education
Yale University - Yale School of Management
Master of Business Administration (M.B.A.)
Stanford University 2004 — 2009
Humanities; Philosophy and Literature
Kevin Patel's Arbor Advisors Experience September 2013 - January 2014
Job Investment Banking Intern at Infinitedge Partners
Industry Financial Services
Experience
Infinitedge Partners October 2014 - December 2014
Yahoo June 2014 - September 2014
Arbor Advisors September 2013 - January 2014
Santa Clara University March 2012 - October 2013
eBay Inc June 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Equity Valuation, DCF Valuation, M&A Modeling, Microsoft Word, Access, Facebook, Research, Leadership, Photoshop, Social Media, Spanish, Social Networking, Outlook, Fundraising, Team Leadership, Salesforce.com, Teamwork, Writing, Event Planning, Time Management, Business Valuation
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Leavey School of Business
Infinitedge Partners October 2014 - December 2014
Yahoo June 2014 - September 2014
Arbor Advisors September 2013 - January 2014
Santa Clara University March 2012 - October 2013
eBay Inc June 2013 - August 2013
Deloitte June 2012 - August 2012
Skills
Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Equity Valuation, DCF Valuation, M&A Modeling, Microsoft Word, Access, Facebook, Research, Leadership, Photoshop, Social Media, Spanish, Social Networking, Outlook, Fundraising, Team Leadership, Salesforce.com, Teamwork, Writing, Event Planning, Time Management, Business Valuation
Education
Santa Clara University 2011 — 2015
Bachelor of Science (BS), Leavey School of Business
Jon Campos Jon Campos's Arbor Advisors Experience January 2012 - June 2012
Job Retail Investor / Analyst / Business Strategist
Industry Investment Banking
Experience
IHS August 2012 - August 2014
IHS January 2012 - August 2012
Arbor Advisors January 2012 - June 2012
iSuppli (acquired by IHS) August 2011 - December 2011
Independent Practice September 2010 - August 2011
Multiven October 2008 - August 2010
Pingsta October 2008 - August 2010
Silicon Valley Capital Management July 2008 - October 2008
NUMMI January 2007 - August 2007
Skills
Valuation, Analysis, Due Diligence, Salesforce.com, Budgets, Competitive Analysis, Financial Modeling, Value Chain Analysis, Capital IQ, Research, Proformas, Portfolio Management, Equity Research, Market Research, Benchmarking, Business Development, Mergers & Acquisitions, DCF, Client, Risk Management, Telecommunications, Strategy, Competitive Benchmarking, Investment Advisory, Investment Management, Investment Strategies, Pro-forma Modeling, Comparables, KPI Analysis: P&L, ROI,..., Accretion Analysis, Sell Side Research &..., Client & Business..., Drafting & Executing..., Mentorship, Working Knowledge of..., Budgeting & Forecasting, Financial Analysis, Management, Leadership, Equities, Business Strategy
Education
Santa Clara University - Leavey School of Business 2007 — 2012
Bachelor of Science (BSc), Concentrations: Finance; Economics
IHS August 2012 - August 2014
IHS January 2012 - August 2012
Arbor Advisors January 2012 - June 2012
iSuppli (acquired by IHS) August 2011 - December 2011
Independent Practice September 2010 - August 2011
Multiven October 2008 - August 2010
Pingsta October 2008 - August 2010
Silicon Valley Capital Management July 2008 - October 2008
NUMMI January 2007 - August 2007
Skills
Valuation, Analysis, Due Diligence, Salesforce.com, Budgets, Competitive Analysis, Financial Modeling, Value Chain Analysis, Capital IQ, Research, Proformas, Portfolio Management, Equity Research, Market Research, Benchmarking, Business Development, Mergers & Acquisitions, DCF, Client, Risk Management, Telecommunications, Strategy, Competitive Benchmarking, Investment Advisory, Investment Management, Investment Strategies, Pro-forma Modeling, Comparables, KPI Analysis: P&L, ROI,..., Accretion Analysis, Sell Side Research &..., Client & Business..., Drafting & Executing..., Mentorship, Working Knowledge of..., Budgeting & Forecasting, Financial Analysis, Management, Leadership, Equities, Business Strategy
Education
Santa Clara University - Leavey School of Business 2007 — 2012
Bachelor of Science (BSc), Concentrations: Finance; Economics
Vikas Bhagavatula Vikas Bhagavatula's Arbor Advisors Experience August 2014 - March 2015
Job Analyst at Arbor Advisors
Industry Investment Banking
Experience
Pagemill Partners March 2015 - May 2015
Arbor Advisors August 2014 - March 2015
Grayhawk Capital May 2013 - August 2013
Equity Methods November 2012 - April 2013
Arizona State University January 2012 - December 2012
Goldman Sachs May 2012 - August 2012
Freeport-McMoRan Copper & Gold Inc. May 2011 - August 2011
Skills
Financial Analysis, Windows, Time Management, Microsoft Excel, Teamwork, Leadership, Customer Service, Financial Modeling, Valuation, Public Speaking, Accounting, Finance, Microsoft Office, Social Media, SAS, Venture Capital, Corporate Finance, PowerPoint, Private Equity, Data Analysis, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2009 — 2014
Bachelor of Applied Science (BASc), Accounting and Finance
Pagemill Partners March 2015 - May 2015
Arbor Advisors August 2014 - March 2015
Grayhawk Capital May 2013 - August 2013
Equity Methods November 2012 - April 2013
Arizona State University January 2012 - December 2012
Goldman Sachs May 2012 - August 2012
Freeport-McMoRan Copper & Gold Inc. May 2011 - August 2011
Skills
Financial Analysis, Windows, Time Management, Microsoft Excel, Teamwork, Leadership, Customer Service, Financial Modeling, Valuation, Public Speaking, Accounting, Finance, Microsoft Office, Social Media, SAS, Venture Capital, Corporate Finance, PowerPoint, Private Equity, Data Analysis, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2009 — 2014
Bachelor of Applied Science (BASc), Accounting and Finance
David Kirby David Kirby's Arbor Advisors Experience April 2015 - Present
Job Vice President at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors April 2015 - Present
Kinduct Technologies Inc. August 2013 - April 2015
Arbor Advisors 2011 - 2013
Goldman Sachs 2007 - 2011
IQPC 2003 - 2007
Uplift Technologies Inc October 2002 - February 2003
Education
Dalhousie University School of Business 2001 — 2003
Masters, Business Administration
University of King's College 1995 — 1998
Bachelor of Science, Biology
QEH 1993 — 1995
Arbor Advisors April 2015 - Present
Kinduct Technologies Inc. August 2013 - April 2015
Arbor Advisors 2011 - 2013
Goldman Sachs 2007 - 2011
IQPC 2003 - 2007
Uplift Technologies Inc October 2002 - February 2003
Education
Dalhousie University School of Business 2001 — 2003
Masters, Business Administration
University of King's College 1995 — 1998
Bachelor of Science, Biology
QEH 1993 — 1995
Tachir Osaj Tachir Osaj's Arbor Advisors Experience January 2010 - Present
Job Operations Manager
Industry Management Consulting
Experience
Arbor Advisors January 2010 - Present
Swiss Consulting June 2005 - Present
Greystripe, Inc. June 2007 - June 2009
Mobileplay, Inc. June 2005 - June 2007
YBR Financial Advisors February 2002 - June 2003
Response Associates April 2001 - April 2002
Level 3 Communications June 1999 - February 2001
United Nations September 1999 - February 2000
Paul Hastings September 1997 - May 1999
Heller Ehrman June 1995 - June 1997
Skills
Start-ups, Management Consulting, Business Strategy, Investment Banking, Salesforce.com, Entrepreneurship, Management, Human Resources, Analysis, CRM, Strategy, Finance, Business Development
Education
St. Giles College 1993 — 1994
Advanced English Certificate, Business English
Kent School of English 1993 — 1993
Intermediate English Certificate, English Language and Literature/Letters
International Management Institute - IMI 1991 — 1993
B.A., International Management
Arbor Advisors January 2010 - Present
Swiss Consulting June 2005 - Present
Greystripe, Inc. June 2007 - June 2009
Mobileplay, Inc. June 2005 - June 2007
YBR Financial Advisors February 2002 - June 2003
Response Associates April 2001 - April 2002
Level 3 Communications June 1999 - February 2001
United Nations September 1999 - February 2000
Paul Hastings September 1997 - May 1999
Heller Ehrman June 1995 - June 1997
Skills
Start-ups, Management Consulting, Business Strategy, Investment Banking, Salesforce.com, Entrepreneurship, Management, Human Resources, Analysis, CRM, Strategy, Finance, Business Development
Education
St. Giles College 1993 — 1994
Advanced English Certificate, Business English
Kent School of English 1993 — 1993
Intermediate English Certificate, English Language and Literature/Letters
International Management Institute - IMI 1991 — 1993
B.A., International Management
Scott Whitehead's Arbor Advisors Experience January 2013 - February 2014
Job VP Strategic Partnerships at ROKT
Industry Marketing and Advertising
Experience
ROKT February 2014 - September 2015
Arbor Advisors January 2013 - February 2014
BlackRock August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Johnson & Johnson June 2011 - December 2011
Missionary Training Center August 2010 - May 2011
Education
Brigham Young University 2010 — 2012
Bachelors, Business Finance
ROKT February 2014 - September 2015
Arbor Advisors January 2013 - February 2014
BlackRock August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Johnson & Johnson June 2011 - December 2011
Missionary Training Center August 2010 - May 2011
Education
Brigham Young University 2010 — 2012
Bachelors, Business Finance
Eddie Le Eddie Le's Arbor Advisors Experience 2009 - 2011
Job Managing Partner at Lumos Partners
Industry Investment Banking
Experience
Vista Point Advisors January 2011 - 2014
Arbor Advisors 2009 - 2011
Banc of America Securities 2000 - 2009
Skills
Investment Banking, Private Equity, Mergers, Financial Modeling
Education
Dartmouth College 1996 — 2000
BA, Economics
Vista Point Advisors January 2011 - 2014
Arbor Advisors 2009 - 2011
Banc of America Securities 2000 - 2009
Skills
Investment Banking, Private Equity, Mergers, Financial Modeling
Education
Dartmouth College 1996 — 2000
BA, Economics
Sandy Kory Sandy Kory's Arbor Advisors Experience July 2004 - February 2008
Job Managing Director at Horizon Partners
Industry Investment Banking
Experience
Horizon Partners June 2010 - Present
Media Venture Partners March 2008 - June 2010
Arbor Advisors July 2004 - February 2008
Stanford University September 2003 - May 2004
Skills
Private Equity, Strategy, Entrepreneurship, Mergers, Venture Capital, Start-ups
Education
Stanford 2003 — 2004
MS, Management Science & Engineering
Stanford 2000 — 2003
MS, Psychology
Horizon Partners June 2010 - Present
Media Venture Partners March 2008 - June 2010
Arbor Advisors July 2004 - February 2008
Stanford University September 2003 - May 2004
Skills
Private Equity, Strategy, Entrepreneurship, Mergers, Venture Capital, Start-ups
Education
Stanford 2003 — 2004
MS, Management Science & Engineering
Stanford 2000 — 2003
MS, Psychology
Mike Moriel Mike Moriel's Arbor Advisors Experience January 2015 - June 2015
Job Student at Northeastern University | President, TAMID at NU
Industry Financial Services
Experience
TAMID Group April 2015 - Present
Arbor Advisors January 2015 - June 2015
State Street January 2014 - August 2014
The Brookhill Group May 2013 - August 2013
Dairy Queen March 2011 - May 2013
TJX September 2008 - April 2011
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Efficiency, Time Management, Financial Modeling, Analysis, Investments, Access, Business Analysis, Event Management, Business Development, Bloomberg, Capital IQ, Forecasting, VBA, PowerPoint
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Industrial Engineering
Mahwah High School 2008 — 2012
High School Diploma
TAMID Group April 2015 - Present
Arbor Advisors January 2015 - June 2015
State Street January 2014 - August 2014
The Brookhill Group May 2013 - August 2013
Dairy Queen March 2011 - May 2013
TJX September 2008 - April 2011
Skills
Leadership, Management, Microsoft Excel, Microsoft Office, Investment Banking, Valuation, Efficiency, Time Management, Financial Modeling, Analysis, Investments, Access, Business Analysis, Event Management, Business Development, Bloomberg, Capital IQ, Forecasting, VBA, PowerPoint
Education
Northeastern University 2012 — 2017
Bachelor of Science (BS), Industrial Engineering
Mahwah High School 2008 — 2012
High School Diploma
Ruoting Sun Ruoting Sun's Arbor Advisors Experience April 2011 - August 2011
Job Product Management, Product Marketing at Barracuda Networks
Industry Computer & Network Security
Experience
Barracuda Networks (NYSE:CUDA) November 2012 - Present
Spot-on.com September 2011 - November 2012
TEDxNewWallStreet September 2011 - March 2012
Temvi October 2011 - February 2012
Arbor Advisors April 2011 - August 2011
Eagle 7 Trading, LLC January 2010 - March 2011
Plante & Moran June 2009 - August 2009
Federal Mogul May 2008 - August 2008
Education
Stanford University
Graduate Certificate, Quantitative Methods in Finance & Risk Management
Michigan State University 2006 — 2009
Bachelor of Arts, Finance
Barracuda Networks (NYSE:CUDA) November 2012 - Present
Spot-on.com September 2011 - November 2012
TEDxNewWallStreet September 2011 - March 2012
Temvi October 2011 - February 2012
Arbor Advisors April 2011 - August 2011
Eagle 7 Trading, LLC January 2010 - March 2011
Plante & Moran June 2009 - August 2009
Federal Mogul May 2008 - August 2008
Education
Stanford University
Graduate Certificate, Quantitative Methods in Finance & Risk Management
Michigan State University 2006 — 2009
Bachelor of Arts, Finance
Irina Lozhkina's Arbor Advisors Experience October 2009 - February 2010
Job Grad Student at UC Berkeley and Cofounder at Most LLC
Industry Information Technology and Services
Experience
Most LLC January 2014 - Present
Google June 2014 - September 2014
The Data Guild February 2014 - May 2014
GoPago (acquired by Amazon) July 2012 - August 2013
Morgan Stanley February 2011 - February 2012
M Financial Group April 2010 - October 2010
Arbor Advisors October 2009 - February 2010
Fiserv Lending Solutions August 2007 - November 2008
Skills
Valuation, Financial Modeling, Financial Reporting, Mergers, Python, C++, MS Excel,...
Education
University of California, Berkeley - School of Information 2013 — 2015
Master's degree, Information Management and Systems
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2010
Certificate, C++ Programming for Financial Engineers
Indiana University South Bend 2006 — 2009
BS, Finance, A
Удмуртский Государственный Университет 1999 — 2003
Bachelor of Science (BS), Computer science
University of California, Berkeley
Most LLC January 2014 - Present
Google June 2014 - September 2014
The Data Guild February 2014 - May 2014
GoPago (acquired by Amazon) July 2012 - August 2013
Morgan Stanley February 2011 - February 2012
M Financial Group April 2010 - October 2010
Arbor Advisors October 2009 - February 2010
Fiserv Lending Solutions August 2007 - November 2008
Skills
Valuation, Financial Modeling, Financial Reporting, Mergers, Python, C++, MS Excel,...
Education
University of California, Berkeley - School of Information 2013 — 2015
Master's degree, Information Management and Systems
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2010
Certificate, C++ Programming for Financial Engineers
Indiana University South Bend 2006 — 2009
BS, Finance, A
Удмуртский Государственный Университет 1999 — 2003
Bachelor of Science (BS), Computer science
University of California, Berkeley
Edan Carignan's Arbor Advisors Experience January 2013 - July 2013
Job Gary J. Sbona Honors Candidate at San Jose State University
Industry Financial Services
Experience
Hewlett-Packard May 2015 - August 2015
Aruba Networks May 2014 - August 2014
Apple June 2009 - February 2014
Arbor Advisors January 2013 - July 2013
Specialized Development Team 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Capital IQ, Stock Trading, Salesforce.com, Microsoft Office, OS X, Customer Service, iWork, Leadership, Microsoft Word, PowerPoint, Training
Education
San Jose State University 2013 — 2016
Bachelor's Degree, Finance
De Anza College 2012 — 2013
Business Administration
Lynbrook High School
Hewlett-Packard May 2015 - August 2015
Aruba Networks May 2014 - August 2014
Apple June 2009 - February 2014
Arbor Advisors January 2013 - July 2013
Specialized Development Team 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Capital IQ, Stock Trading, Salesforce.com, Microsoft Office, OS X, Customer Service, iWork, Leadership, Microsoft Word, PowerPoint, Training
Education
San Jose State University 2013 — 2016
Bachelor's Degree, Finance
De Anza College 2012 — 2013
Business Administration
Lynbrook High School
Greg Smithies Greg Smithies's Arbor Advisors Experience February 2011 - July 2011
Job VP Leverage, Acting VP Finance Context Relevant
Industry Computer Software
Experience
Context Relevant July 2015 - Present
HiQ Labs 2014 - Present
Datavore Labs January 2015 - Present
Context Relevant 2014 - 2015
Docurated 2014 - 2014
Battery Ventures August 2011 - 2014
Arbor Advisors February 2011 - July 2011
Arbor Advisors June 2010 - February 2011
Citigroup June 2007 - June 2010
University of Pennsylvania August 2004 - May 2007
Skills
Bloomberg, Due Diligence, Java, Access, Python, Mergers & Acquisitions, Financial Modeling, Investment Banking, Start-ups, Venture Capital, Private Equity, Portfolio Management, Alternative Investments, Finance, Asset Management, Business Development, Management, Strategy, Analytics, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Operations and Information Management (OPIM)
University of Pennsylvania 2003 — 2007
BS, Computer Science
Michaelhouse 1997 — 2003
WHPS
Context Relevant July 2015 - Present
HiQ Labs 2014 - Present
Datavore Labs January 2015 - Present
Context Relevant 2014 - 2015
Docurated 2014 - 2014
Battery Ventures August 2011 - 2014
Arbor Advisors February 2011 - July 2011
Arbor Advisors June 2010 - February 2011
Citigroup June 2007 - June 2010
University of Pennsylvania August 2004 - May 2007
Skills
Bloomberg, Due Diligence, Java, Access, Python, Mergers & Acquisitions, Financial Modeling, Investment Banking, Start-ups, Venture Capital, Private Equity, Portfolio Management, Alternative Investments, Finance, Asset Management, Business Development, Management, Strategy, Analytics, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Operations and Information Management (OPIM)
University of Pennsylvania 2003 — 2007
BS, Computer Science
Michaelhouse 1997 — 2003
WHPS
Navid Gharavi's Arbor Advisors Experience 2008 - 2010
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Riordan, Lewis & Haden Equity Partners 2015 - 2015
Millennium Health 2013 - 2014
TA Associates 2010 - 2013
Arbor Advisors 2008 - 2010
Skills
Strategy, Private Equity, Business Strategy, Growth Investing, Mergers & Acquisitions, Investment Banking, Mergers, Venture Capital, Management, Financial Modeling, Non-profits, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.A.
Riordan, Lewis & Haden Equity Partners 2015 - 2015
Millennium Health 2013 - 2014
TA Associates 2010 - 2013
Arbor Advisors 2008 - 2010
Skills
Strategy, Private Equity, Business Strategy, Growth Investing, Mergers & Acquisitions, Investment Banking, Mergers, Venture Capital, Management, Financial Modeling, Non-profits, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.A.
Sebastian Custodia's Arbor Advisors Experience December 2012 - July 2013
Job Compensation and Analytics Specialist at Barracuda (NYSE: CUDA)
Industry Financial Services
Experience
Barracuda (NYSE: CUDA) August 2015 - Present
Barracuda (NYSE: CUDA) October 2014 - August 2015
Barracuda (NYSE: CUDA) February 2014 - October 2014
The Bay Club Company December 2013 - March 2014
Fisher Investments July 2013 - September 2013
Arbor Advisors December 2012 - July 2013
FedEx Freight December 2011 - December 2012
In-N-Out Burger September 2009 - December 2011
Skills
Microsoft Excel, Investment Banking, PowerPoint, Finance, Customer Service, Business Development, Microsoft Office, Workforce Analytics, Microsoft Word, Compensation Surveys, Access, Outlook, Salesforce.com, Cashiering, Technical Writing, Creative Writing, Forklift Operator, Social Media, Teamwork, Sales, Public Speaking, Leadership, Compensation, Retail Sales, Financial Reporting, Financial Analysis, Cold Calling, Compensation Planning
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Santa Clara High School 2007 — 2011
High School Diploma
Barracuda (NYSE: CUDA) August 2015 - Present
Barracuda (NYSE: CUDA) October 2014 - August 2015
Barracuda (NYSE: CUDA) February 2014 - October 2014
The Bay Club Company December 2013 - March 2014
Fisher Investments July 2013 - September 2013
Arbor Advisors December 2012 - July 2013
FedEx Freight December 2011 - December 2012
In-N-Out Burger September 2009 - December 2011
Skills
Microsoft Excel, Investment Banking, PowerPoint, Finance, Customer Service, Business Development, Microsoft Office, Workforce Analytics, Microsoft Word, Compensation Surveys, Access, Outlook, Salesforce.com, Cashiering, Technical Writing, Creative Writing, Forklift Operator, Social Media, Teamwork, Sales, Public Speaking, Leadership, Compensation, Retail Sales, Financial Reporting, Financial Analysis, Cold Calling, Compensation Planning
Education
Santa Clara University - Leavey School of Business 2011 — 2015
Bachelor’s Degree, Finance, General
Santa Clara High School 2007 — 2011
High School Diploma
Akash Zaveri Akash Zaveri's Arbor Advisors Experience June 2015 - Present
Job Investment Banking Analyst at Arbor Advisors
Industry Banking
Experience
Arbor Advisors June 2015 - Present
Student Value Fund September 2014 - Present
Northeastern University February 2013 - June 2015
My Trio Rings, LLC January 2014 - June 2014
ING Vysya Bank (now Kodak Mahindra Bank) July 2013 - August 2013
Conquest Advisors July 2011 - August 2011
Skills
Leadership, Social Media, Sales, Teamwork, E-commerce, Investment Banking, Microsoft Excel, Advertising, WordPress, Customer Service, Trade Shows, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science (BS), Finance & Computer Science, Junior
Rouen Business School 2013 — 2013
Study Abroad, Study of European Markets
Canadian Academy 1998 — 2012
High School, International Baccalaureate Diploma
Arbor Advisors June 2015 - Present
Student Value Fund September 2014 - Present
Northeastern University February 2013 - June 2015
My Trio Rings, LLC January 2014 - June 2014
ING Vysya Bank (now Kodak Mahindra Bank) July 2013 - August 2013
Conquest Advisors July 2011 - August 2011
Skills
Leadership, Social Media, Sales, Teamwork, E-commerce, Investment Banking, Microsoft Excel, Advertising, WordPress, Customer Service, Trade Shows, PowerPoint
Education
Northeastern University 2012 — 2016
Bachelor of Science (BS), Finance & Computer Science, Junior
Rouen Business School 2013 — 2013
Study Abroad, Study of European Markets
Canadian Academy 1998 — 2012
High School, International Baccalaureate Diploma
Austin Pugh Austin Pugh's Arbor Advisors Experience 2009 - 2009
Job Public Sector Manager at Palo Alto Research Center
Industry Research
Experience
PARC August 2014 - Present
U.S. Department of Energy, (EERE) May 2010 - August 2014
American Council On Renewable Energy (ACORE) September 2009 - March 2010
Arbor Advisors 2009 - 2009
Business Executives for National Security (BENS) 2008 - 2008
Skills
Renewable Energy, Energy Efficiency, Deal Sourcing, Technology Transfer, Technology Evaluation, Infrastructure & Energy..., Start-ups, New Business Development, Energy Policy, Business Strategy, Business Development, Strategic Planning, Financial Analysis, Research, Financial Modeling, Energy, Project Management, Contract Negotiation, Data Analysis, Marketing, Nonprofits, Strategy, Program Management, Fundraising, Policy Analysis, Public Speaking, Policy, Community Outreach, Public Policy, Management Consulting, Analysis, Economics, Strategic Communications, Sustainability, Proposal Writing, Entrepreneurship, Mergers & Acquisitions, International Relations, Sustainable Energy, Cleantech, Grant Writing
Education
University of California, Berkeley 2005 — 2009
ISF, Energy Sustainability and Globalization
PARC August 2014 - Present
U.S. Department of Energy, (EERE) May 2010 - August 2014
American Council On Renewable Energy (ACORE) September 2009 - March 2010
Arbor Advisors 2009 - 2009
Business Executives for National Security (BENS) 2008 - 2008
Skills
Renewable Energy, Energy Efficiency, Deal Sourcing, Technology Transfer, Technology Evaluation, Infrastructure & Energy..., Start-ups, New Business Development, Energy Policy, Business Strategy, Business Development, Strategic Planning, Financial Analysis, Research, Financial Modeling, Energy, Project Management, Contract Negotiation, Data Analysis, Marketing, Nonprofits, Strategy, Program Management, Fundraising, Policy Analysis, Public Speaking, Policy, Community Outreach, Public Policy, Management Consulting, Analysis, Economics, Strategic Communications, Sustainability, Proposal Writing, Entrepreneurship, Mergers & Acquisitions, International Relations, Sustainable Energy, Cleantech, Grant Writing
Education
University of California, Berkeley 2005 — 2009
ISF, Energy Sustainability and Globalization
Christopher Lloyd Christopher Lloyd's Arbor Advisors Experience January 2014 - May 2014
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Accounting
Experience
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Gurmaan Bhatia Gurmaan Bhatia's Arbor Advisors Experience May 2013 - August 2013
Job Technology Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
NYU Stern School of Business February 2015 - May 2015
eMarketer September 2014 - May 2015
Barclays June 2014 - August 2014
Arbor Advisors May 2013 - August 2013
Sparring Partners Capital January 2013 - May 2013
Martini December 2012 - March 2013
Peet's Coffee & Tea 2010 - 2012
Skills
Microsoft Office, Java, HTML 5, SEO, Investment Banking, Salesforce.com, CSS3, Entrepreneurship, Business Strategy, Business Development, Private Equity, Economics, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Market Research
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.) Finance and Information Systems
NYU
Barclays June 2015 - Present
NYU Stern School of Business February 2015 - May 2015
eMarketer September 2014 - May 2015
Barclays June 2014 - August 2014
Arbor Advisors May 2013 - August 2013
Sparring Partners Capital January 2013 - May 2013
Martini December 2012 - March 2013
Peet's Coffee & Tea 2010 - 2012
Skills
Microsoft Office, Java, HTML 5, SEO, Investment Banking, Salesforce.com, CSS3, Entrepreneurship, Business Strategy, Business Development, Private Equity, Economics, Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Finance, Market Research
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.) Finance and Information Systems
NYU
Mark Drucker Mark Drucker's Arbor Advisors Experience June 2011 - August 2011
Job Portfolio Management Associate at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2013 - Present
ATEL Capital Group June 2012 - May 2013
Arbor Advisors June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bachelor of Science, Business Administration, Cum Laude
CFA Institute
Passed Level III
Natixis Global Asset Management June 2013 - Present
ATEL Capital Group June 2012 - May 2013
Arbor Advisors June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Bachelor of Science, Business Administration, Cum Laude
CFA Institute
Passed Level III
Matt Flaxman Matt Flaxman's Arbor Advisors Experience October 2010 - February 2012
Job Account Executive at Salesforce
Industry Computer Software
Experience
Salesforce July 2015 - Present
New Relic, Inc. February 2014 - July 2015
Salesforce.com February 2012 - February 2014
Arbor Advisors October 2010 - February 2012
Bloomberg October 2006 - June 2010
Skills
New Business Development, Salesforce.com, Cloud Computing, Management, Sales, Bloomberg, Mergers & Acquisitions, SaaS, Customer Acquisition
Education
University of Nottingham - Nottingham University Business School 2002 — 2006
BA, Management Studies with French
Salesforce July 2015 - Present
New Relic, Inc. February 2014 - July 2015
Salesforce.com February 2012 - February 2014
Arbor Advisors October 2010 - February 2012
Bloomberg October 2006 - June 2010
Skills
New Business Development, Salesforce.com, Cloud Computing, Management, Sales, Bloomberg, Mergers & Acquisitions, SaaS, Customer Acquisition
Education
University of Nottingham - Nottingham University Business School 2002 — 2006
BA, Management Studies with French
Thomas Foley Thomas Foley's Arbor Advisors Experience December 2006 - January 2008
Job Investment Sales and Capital Markets at HFF
Industry Real Estate
Experience
HFF September 2015 - Present
OnMyBlock, Inc. October 2014 - May 2015
Venovate Holdings, Inc. April 2013 - October 2014
CapRally October 2012 - April 2013
Xpert Financial January 2009 - April 2013
Moblyng August 2008 - January 2009
Bay Capital Partners January 2008 - August 2008
Arbor Advisors December 2006 - January 2008
FlipTrack.com / iPlayMusic September 2006 - December 2006
CB Richard Ellis June 2005 - September 2005
Skills
Entrepreneurship, Financial Markets, Advisory, Venture Capital, Investment Banking, Deal Sourcing, PE, Private Equity, Valuation, Financial Advisory, Networking, Start-ups, Capital Raising, Due Diligence, Financial Analysis, Business Development, Investments, Strategy, Mergers & Acquisitions, Finance, Management, Leadership
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics, Philosophy
Menlo School 1998 — 2002
HFF September 2015 - Present
OnMyBlock, Inc. October 2014 - May 2015
Venovate Holdings, Inc. April 2013 - October 2014
CapRally October 2012 - April 2013
Xpert Financial January 2009 - April 2013
Moblyng August 2008 - January 2009
Bay Capital Partners January 2008 - August 2008
Arbor Advisors December 2006 - January 2008
FlipTrack.com / iPlayMusic September 2006 - December 2006
CB Richard Ellis June 2005 - September 2005
Skills
Entrepreneurship, Financial Markets, Advisory, Venture Capital, Investment Banking, Deal Sourcing, PE, Private Equity, Valuation, Financial Advisory, Networking, Start-ups, Capital Raising, Due Diligence, Financial Analysis, Business Development, Investments, Strategy, Mergers & Acquisitions, Finance, Management, Leadership
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts, Economics, Philosophy
Menlo School 1998 — 2002
David McMahon David McMahon's Arbor Advisors Experience June 2012 - January 2014
Job Investment Professional at AccelKKR
Industry Venture Capital & Private Equity
Experience
Accel-KKR January 2014 - Present
Arbor Advisors June 2012 - January 2014
Gateway Partners, Inc. January 2011 - February 2012
Bainbridge Capital 2012 - 2012
Bank of America Merrill Lynch 2011 - 2011
Thales Avionics 2010 - 2010
Skills
Investment Banking, Public Speaking, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Bloomberg Terminal, Strategy, Capital IQ, Mergers & Acquisitions, Quantitative Research, Entrepreneurship, Qualitative Research, Quantitative Analysis, Due Diligence, Debate, Quantitative Analytics, Qualitative Market..., Capital Structure, Risk Analysis, Deal Structures, Capital Markets, Hoovers, Group Presentations, Discussions, M&A due diligence, Deal Structure, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Accel-KKR January 2014 - Present
Arbor Advisors June 2012 - January 2014
Gateway Partners, Inc. January 2011 - February 2012
Bainbridge Capital 2012 - 2012
Bank of America Merrill Lynch 2011 - 2011
Thales Avionics 2010 - 2010
Skills
Investment Banking, Public Speaking, Valuation, Financial Modeling, Equities, Financial Analysis, Private Equity, Bloomberg Terminal, Strategy, Capital IQ, Mergers & Acquisitions, Quantitative Research, Entrepreneurship, Qualitative Research, Quantitative Analysis, Due Diligence, Debate, Quantitative Analytics, Qualitative Market..., Capital Structure, Risk Analysis, Deal Structures, Capital Markets, Hoovers, Group Presentations, Discussions, M&A due diligence, Deal Structure, Leadership
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Samuel Call Samuel Call's Arbor Advisors Experience 2013 - 2013
Job Intern Credit Risk Management at Goldman Sachs
Industry Investment Banking
Experience
Jib Kids LLC December 2012 - Present
Goldman Sachs May 2014 - August 2014
Arbor Advisors 2013 - 2013
Linsalata Capital Partners 2013 - 2013
Skills
Private Equity, Venture Capital, Valuation, Investments, Mergers & Acquisitions, Corporate Development, Financial Modeling, Emerging Markets, Investment Banking
Education
BYU 2012 — 2015
Bachelor's degree, Finance, General
Jib Kids LLC December 2012 - Present
Goldman Sachs May 2014 - August 2014
Arbor Advisors 2013 - 2013
Linsalata Capital Partners 2013 - 2013
Skills
Private Equity, Venture Capital, Valuation, Investments, Mergers & Acquisitions, Corporate Development, Financial Modeling, Emerging Markets, Investment Banking
Education
BYU 2012 — 2015
Bachelor's degree, Finance, General
Ted Ferrin Ted Ferrin's Arbor Advisors Experience January 2013 - August 2013
Job Director of Sales at Canopy, Inc.
Industry Computer Software
Experience
Canopy, Inc. July 2015 - Present
Instructure August 2013 - July 2015
Arbor Advisors January 2013 - August 2013
Sandbox Industries June 2012 - August 2012
Brigham Young University September 2006 - May 2012
Qualtrics Labs February 2011 - January 2012
Skills
Entrepreneurship, Public Speaking, Market Research, Social Media, Online Marketing, Blogging, Leadership, Sales Process, Mergers & Acquisitions, Sales Operations, Business Development, Start-ups, Strategy, Account Management, E-commerce, Finance, Management, Sales, Analysis, Competitive Analysis, Marketing, Private Equity, Salesforce.com, Analytics, Negotiation, Financial Modeling, Social Media Marketing, Management Consulting, Product Management, Public Relations, Strategic Partnerships, Enterprise Software, Financial Analysis, SaaS
Education
Brigham Young University 2006 — 2012
BS, Psychology, Business Management
Olympus High School 2003 — 2006
Canopy, Inc. July 2015 - Present
Instructure August 2013 - July 2015
Arbor Advisors January 2013 - August 2013
Sandbox Industries June 2012 - August 2012
Brigham Young University September 2006 - May 2012
Qualtrics Labs February 2011 - January 2012
Skills
Entrepreneurship, Public Speaking, Market Research, Social Media, Online Marketing, Blogging, Leadership, Sales Process, Mergers & Acquisitions, Sales Operations, Business Development, Start-ups, Strategy, Account Management, E-commerce, Finance, Management, Sales, Analysis, Competitive Analysis, Marketing, Private Equity, Salesforce.com, Analytics, Negotiation, Financial Modeling, Social Media Marketing, Management Consulting, Product Management, Public Relations, Strategic Partnerships, Enterprise Software, Financial Analysis, SaaS
Education
Brigham Young University 2006 — 2012
BS, Psychology, Business Management
Olympus High School 2003 — 2006
David Gutterman's Arbor Advisors Experience September 2011 - December 2013
Job Associate, Investment Banking | Financial Institutions Group
Industry Investment Banking
Experience
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
Julian Harris Julian Harris's Arbor Advisors Experience June 2012 - August 2012
Job Business Operations Associate at Classy.org
Industry Internet
Experience
Classy.org October 2014 - Present
Classy.org April 2014 - October 2014
Leapset August 2012 - April 2014
Menlo School November 2011 - April 2013
Arbor Advisors June 2012 - August 2012
Arbor Advisors January 2012 - June 2012
Paye's Place May 2011 - November 2011
Mohr Davidow Ventures May 2009 - May 2011
Big 5 Sporting Goods April 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Outlook, QuickBooks, Venture Capital, Valuation, Marketing, Sales, New Markets Development, Marketing strategy, CRM, Microsoft Word, Capital IQ, Bank Reconciliation, Communicator, Banking, Accounting, Management, Analysis, Mergers & Acquisitions, Forecasting, Salesforce.com, Investments, Data Analysis, Portfolio Management, Start-ups, Leadership, Finance
Education
Menlo College 2007 — 2011
BS Business Management, Finance
American High School 2003 — 2007
Classy.org October 2014 - Present
Classy.org April 2014 - October 2014
Leapset August 2012 - April 2014
Menlo School November 2011 - April 2013
Arbor Advisors June 2012 - August 2012
Arbor Advisors January 2012 - June 2012
Paye's Place May 2011 - November 2011
Mohr Davidow Ventures May 2009 - May 2011
Big 5 Sporting Goods April 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Outlook, QuickBooks, Venture Capital, Valuation, Marketing, Sales, New Markets Development, Marketing strategy, CRM, Microsoft Word, Capital IQ, Bank Reconciliation, Communicator, Banking, Accounting, Management, Analysis, Mergers & Acquisitions, Forecasting, Salesforce.com, Investments, Data Analysis, Portfolio Management, Start-ups, Leadership, Finance
Education
Menlo College 2007 — 2011
BS Business Management, Finance
American High School 2003 — 2007
Yeechang Lee Yeechang Lee's Arbor Advisors Experience 2003 - 2004
Job Tech Equity Research Analyst, Unix Hacker
Industry Investment Banking
Experience
Citigroup 2004 - 2008
Arbor Advisors 2003 - 2004
Goldman Sachs 1999 - 2002
Skills
Finance
Education
Columbia University in the City of New York
BA, History and Spanish
Bronx High School of Science
Citigroup 2004 - 2008
Arbor Advisors 2003 - 2004
Goldman Sachs 1999 - 2002
Skills
Finance
Education
Columbia University in the City of New York
BA, History and Spanish
Bronx High School of Science
Jason Kalira Jason Kalira's Arbor Advisors Experience April 2010 - April 2012
Job Venture Capital at Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2012 - 2015
Zodius Capital April 2012 - July 2012
Arbor Advisors April 2010 - April 2012
Menlo Capital Group August 2007 - October 2009
Education
The Ohio State University 2003 — 2007
BSBA
The Ohio State University Fisher College of Business 2003 — 2007
BSBA
Monte Vista Christian 1999 — 2003
College Preparatory Academy
Battery Ventures August 2012 - 2015
Zodius Capital April 2012 - July 2012
Arbor Advisors April 2010 - April 2012
Menlo Capital Group August 2007 - October 2009
Education
The Ohio State University 2003 — 2007
BSBA
The Ohio State University Fisher College of Business 2003 — 2007
BSBA
Monte Vista Christian 1999 — 2003
College Preparatory Academy
Nicholas Der's Arbor Advisors Experience January 2012 - April 2012
Job Enjoying the Gap Until the End of September
Industry Investment Management
Experience
The Honest Company January 2015 - August 2015
Hall Capital Partners LLC July 2014 - December 2014
Ernst and Young June 2013 - August 2013
Delta Sigma Pi December 2012 - June 2013
Arbor Advisors January 2012 - April 2012
Gap Inc./Banana Republic June 2011 - September 2011
Screen Actors Guild Awards September 2005 - June 2009
Skills
Microsoft Excel, Access, Microsoft Word, Microsoft Office, Salesforce.com, Data.com, Adobe CS5, PowerPoint, Capital IQ, Investment Banking, Social Media, Public Speaking, QuickBooks, Facebook, Research, Entrepreneurship, Analysis, Leadership, Event Planning, Management
Education
Santa Clara University 2010 — 2014
Finance, Accounting and Chinese Emphasis
Stanford University School of Medicine 2013 — 2013
Compassion Cultivation Training, Meditation, Mindfulness, and Compassion
Fudan University 2012 — 2013
Chinese, Meditation, Eastern Medicine
Temple City High School 2006 — 2010
The Honest Company January 2015 - August 2015
Hall Capital Partners LLC July 2014 - December 2014
Ernst and Young June 2013 - August 2013
Delta Sigma Pi December 2012 - June 2013
Arbor Advisors January 2012 - April 2012
Gap Inc./Banana Republic June 2011 - September 2011
Screen Actors Guild Awards September 2005 - June 2009
Skills
Microsoft Excel, Access, Microsoft Word, Microsoft Office, Salesforce.com, Data.com, Adobe CS5, PowerPoint, Capital IQ, Investment Banking, Social Media, Public Speaking, QuickBooks, Facebook, Research, Entrepreneurship, Analysis, Leadership, Event Planning, Management
Education
Santa Clara University 2010 — 2014
Finance, Accounting and Chinese Emphasis
Stanford University School of Medicine 2013 — 2013
Compassion Cultivation Training, Meditation, Mindfulness, and Compassion
Fudan University 2012 — 2013
Chinese, Meditation, Eastern Medicine
Temple City High School 2006 — 2010
David Stevenson's Arbor Advisors Experience 2014 - Present
Job Vice President (M&A) at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
William Greene's Arbor Advisors Experience June 2007 - March 2009
Job Energy Partners, Nest Labs
Industry Renewables & Environment
Experience
Nest December 2013 - Present
Greenstart July 2013 - December 2013
Xite Solar July 2012 - June 2013
Opower June 2012 - August 2012
U.S. Department of Energy November 2010 - May 2011
U.S. Department of Energy June 2009 - November 2010
Arbor Advisors June 2007 - March 2009
Skills
Entrepreneurship, Solar Energy, Commercialization, Data Analysis, Storytelling, Product Management, Renewable Energy, Sustainability, Sustainable Energy, Business Strategy, Venture Capital, Strategy, Start-ups
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
Stanford University 2003 — 2007
Bachelor of Arts, International Relations
Nest December 2013 - Present
Greenstart July 2013 - December 2013
Xite Solar July 2012 - June 2013
Opower June 2012 - August 2012
U.S. Department of Energy November 2010 - May 2011
U.S. Department of Energy June 2009 - November 2010
Arbor Advisors June 2007 - March 2009
Skills
Entrepreneurship, Solar Energy, Commercialization, Data Analysis, Storytelling, Product Management, Renewable Energy, Sustainability, Sustainable Energy, Business Strategy, Venture Capital, Strategy, Start-ups
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
Stanford University 2003 — 2007
Bachelor of Arts, International Relations
Ray Elliott's Arbor Advisors Experience May 2013 - October 2013
Job Manager, Industrial Business Development at AECOM
Industry Environmental Services
Experience
AECOM January 2015 - Present
URS Corporation October 2013 - Present
Arbor Advisors May 2013 - October 2013
O'Brien & Gere October 2005 - May 2013
US Filter / Veolia Water 2001 - 2005
Cummins & Barnard 1998 - 2001
EarthTech 1996 - 1998
Chester Engineers 1991 - 1996
Skills
Business Development, Account Management, Environmental Awareness, Management, Marketing Strategy, Renewable Energy, Environmental Compliance, Sustainability, Wastewater Treatment, Proposal Writing, Negotiation, Remediation, Program Management, Waste Management, Energy Efficiency, Hazardous Waste..., Waste, Strategy, Water, Environmental..., Environmental Consulting, Water Treatment, RCRA, Market Research, Recycling, Phase I, Environmental Services, Asbestos, Sampling, Indoor Air Quality, ISO 14001
Education
University of Michigan 1989 — 1991
MS, Environmental and Industrial Health Sciences
University of Delaware 1973 — 1977
BS, Geography and Environmental Science
AECOM January 2015 - Present
URS Corporation October 2013 - Present
Arbor Advisors May 2013 - October 2013
O'Brien & Gere October 2005 - May 2013
US Filter / Veolia Water 2001 - 2005
Cummins & Barnard 1998 - 2001
EarthTech 1996 - 1998
Chester Engineers 1991 - 1996
Skills
Business Development, Account Management, Environmental Awareness, Management, Marketing Strategy, Renewable Energy, Environmental Compliance, Sustainability, Wastewater Treatment, Proposal Writing, Negotiation, Remediation, Program Management, Waste Management, Energy Efficiency, Hazardous Waste..., Waste, Strategy, Water, Environmental..., Environmental Consulting, Water Treatment, RCRA, Market Research, Recycling, Phase I, Environmental Services, Asbestos, Sampling, Indoor Air Quality, ISO 14001
Education
University of Michigan 1989 — 1991
MS, Environmental and Industrial Health Sciences
University of Delaware 1973 — 1977
BS, Geography and Environmental Science
Dean Callas's Arbor Advisors Experience September 2012 - February 2015
Job Chief Financial Officer at Canvs
Industry Computer Software
Experience
Canvs May 2012 - Present
Corsair Venture Fund February 2012 - Present
Arbor Advisors September 2012 - February 2015
Ipreo October 2010 - November 2011
Sems Capital June 2009 - August 2009
Brencourt Advisors June 2007 - August 2007
Skills
Venture Capital, Mergers, Acquisitions, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Strategic Consulting, Investment Banking, Business Development, Business Strategy, Private Equity, Microsoft Office, Acquisition Integration, Capital Markets, Microsoft Excel, Capital Raising, Factset, Bloomberg Terminal, Salesforce.com, Equities, Mergers & Acquisitions, Dining Etiquette
Education
Union College 2006 — 2010
BA, Economics
Northern Valley Demarest 2002 — 2006
Canvs May 2012 - Present
Corsair Venture Fund February 2012 - Present
Arbor Advisors September 2012 - February 2015
Ipreo October 2010 - November 2011
Sems Capital June 2009 - August 2009
Brencourt Advisors June 2007 - August 2007
Skills
Venture Capital, Mergers, Acquisitions, Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Strategic Consulting, Investment Banking, Business Development, Business Strategy, Private Equity, Microsoft Office, Acquisition Integration, Capital Markets, Microsoft Excel, Capital Raising, Factset, Bloomberg Terminal, Salesforce.com, Equities, Mergers & Acquisitions, Dining Etiquette
Education
Union College 2006 — 2010
BA, Economics
Northern Valley Demarest 2002 — 2006
Arthur Kao's Arbor Advisors Experience August 2011 - April 2012
Job Rotational Finance Analyst at EA
Industry Banking
Experience
EA April 2012 - Present
Arbor Advisors August 2011 - April 2012
Santa Clara Holdings LLC July 2008 - July 2011
Sheng Kee Bakery June 2006 - September 2010
Standard Foods June 2010 - August 2010
United Commercial Bank June 2009 - July 2009
Skills
Mergers, Database Management, Cash Management, Banking, Due Diligence, Valuation, Start-ups, Financial Modeling
Education
Santa Clara University 2007 — 2011
BS, Finance Major
Santa Clara University - Leavey School of Business 2007 — 2011
Finance, Finance, International Business, Religion, & Photography
Peking University 2008 — 2008
Certificate, Chinese Language
EA April 2012 - Present
Arbor Advisors August 2011 - April 2012
Santa Clara Holdings LLC July 2008 - July 2011
Sheng Kee Bakery June 2006 - September 2010
Standard Foods June 2010 - August 2010
United Commercial Bank June 2009 - July 2009
Skills
Mergers, Database Management, Cash Management, Banking, Due Diligence, Valuation, Start-ups, Financial Modeling
Education
Santa Clara University 2007 — 2011
BS, Finance Major
Santa Clara University - Leavey School of Business 2007 — 2011
Finance, Finance, International Business, Religion, & Photography
Peking University 2008 — 2008
Certificate, Chinese Language
Luis Elguera Jr.'s Arbor Advisors Experience September 2013 - January 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO
Bank of America Merrill Lynch July 2014 - Present
PcCareSupport March 2014 - July 2014
Centro Hispano Utah March 2014 - July 2014
Arbor Advisors September 2013 - January 2014
Bank of America Merrill Lynch June 2013 - August 2013
RPM Revenue Drivers, LLC. December 2012 - April 2013
Ensign Peak Advisors August 2012 - December 2012
Vivint July 2011 - August 2012
Beneficial Financial Group January 2012 - April 2012
Centro Hispano Utah May 2011 - July 2011
Skills
Spanish, Economics, Microsoft Excel, Finance, Bloomberg, PowerPoint, Valuation, Investments, Stata, Customer Service, Sales, Cold Calling, Competitive Analysis, Python, EDGAR, C++, Series 63, Series 79, Data Analysis, Financial Analysis
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Colegio America; Bellavista, Peru 1991 — 1999
SEO