Ascendant Capital, LLC.
Description
Located in: Brea DowntownAddress: 210 W. Birch Street, 208, Brea, CA 92821 Hours: Closed ⋅ Opens 9AM Tuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (714) 706-0401: : Website: Place name: Category: : : : : Website: http://acmgnt.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ascendant Capital Management Posting publicly on the Web Write a review Reviews 1 Google review
Ascendant Capital, LLC. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ascendant Capital, LLC.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ascendant Capital, LLC. Employees
Employee
Years
Job
Industry
Kevin Knight Kevin Knight's Ascendant Capital, LLC. Experience September 2015 - Present
Job Vice President of Capital Markets at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Luke Vande Guchte's Ascendant Capital, LLC. Experience May 2013 - August 2013
Job Chief Analyst at GPB Capital Holdings LLC
Industry Venture Capital & Private Equity
Experience
GPB Capital Holdings, LLC. February 2014 - Present
Ascendant Capital, LLC. May 2013 - August 2013
Broadstone Real Estate, LLC June 2012 - September 2012
BRIGHTage Therapy LLC December 2009 - August 2010
Skills
Investments, Alternative Investments, Private Equity, Financial Analysis, Leadership, Sales, Microsoft Excel, New Business Development, Capital Markets, Due Diligence, Finance, Strategic Planning, Project Management, Contract Negotiation, Retail, Social Media Marketing, Start-ups, Microsoft Word, Valuation, Budgets, Training, Research, Outlook, Prospecting, Photoshop, SEO, Mergers & Acquisitions, E-commerce, Figure Drawing, Technical Drawing, Market Research, Financial Modeling, Marketing, Real Estate
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial Finance, with additional concentration in Economics
Fordham University 2008 — 2008
Visiting Student, Student Entrepenuership and Business Program
GPB Capital Holdings, LLC. February 2014 - Present
Ascendant Capital, LLC. May 2013 - August 2013
Broadstone Real Estate, LLC June 2012 - September 2012
BRIGHTage Therapy LLC December 2009 - August 2010
Skills
Investments, Alternative Investments, Private Equity, Financial Analysis, Leadership, Sales, Microsoft Excel, New Business Development, Capital Markets, Due Diligence, Finance, Strategic Planning, Project Management, Contract Negotiation, Retail, Social Media Marketing, Start-ups, Microsoft Word, Valuation, Budgets, Training, Research, Outlook, Prospecting, Photoshop, SEO, Mergers & Acquisitions, E-commerce, Figure Drawing, Technical Drawing, Market Research, Financial Modeling, Marketing, Real Estate
Education
University of Mississippi 2010 — 2014
Bachelor of Business Administration (B.B.A.), Managerial Finance, with additional concentration in Economics
Fordham University 2008 — 2008
Visiting Student, Student Entrepenuership and Business Program
Dylan Tito's Ascendant Capital, LLC. Experience September 2014 - Present
Job Attended University of MissouriColumbia
Industry Financial Services
Experience
First Trust August 2015 - Present
Ascendant Capital, LLC. September 2014 - Present
Charles Schwab March 2014 - September 2014
CME Group May 2010 - December 2013
Skills
Microsoft Excel, Bloomberg, Bloomberg Terminal, Bloomberg Software, Trading, Adobe Acrobat, PowerPoint, Courts, Data Analysis
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Finance and Banking Minors in Economics and Real Estate
First Trust August 2015 - Present
Ascendant Capital, LLC. September 2014 - Present
Charles Schwab March 2014 - September 2014
CME Group May 2010 - December 2013
Skills
Microsoft Excel, Bloomberg, Bloomberg Terminal, Bloomberg Software, Trading, Adobe Acrobat, PowerPoint, Courts, Data Analysis
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's Degree, Finance and Banking Minors in Economics and Real Estate
Andres Sandate's Ascendant Capital, LLC. Experience November 2014 - June 2015
Job Senior Managing Director, Business Development at Whetstone Capital Advisors
Industry Investment Management
Experience
Whetstone Capital Advisors June 2015 - Present
Endurance Strategies, LLC May 2010 - Present
Axiom Capital Management November 2014 - July 2015
Ascendant Capital, LLC. November 2014 - June 2015
ALPFA February 2010 - February 2012
INROADS, Inc. October 2007 - December 2010
Regions Financial Corporation February 2009 - October 2009
Regions Financial Corporation July 2007 - February 2009
SunTrust Robinson Humphrey April 2006 - August 2007
Gator Leasing, Inc. January 2005 - April 2006
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Private Equity Funding, Fundraising, New Business Development, Business Relationship..., Investor Relations, Emerging Managers, Acceleration Capital, First-Loss Capital, Seeding and Incubation..., Investment Advisory, Investment Strategies, Investment Products, Secondaries, Venture Capital, Venture Financing, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Professional..., Non-profits, Industry Associations, Investments, Finance, Investment Management, Nonprofits, Banking, Asset Management, Business Strategy, Strategy, Business Development, Financial Services, Securities, Start-ups, Mutual Funds, Private Placements, Financial Structuring, Portfolio Management, Due Diligence, Financial Advisory
Education
CIMBA 2002 — 2004
MBA
University of Kansas - Graduate School of Business 2002 — 2004
MBA, International Business
The University of Kansas 1997 — 2002
BS, Business Administration
University of Arizona 1998 — 1999
Business
Whetstone Capital Advisors June 2015 - Present
Endurance Strategies, LLC May 2010 - Present
Axiom Capital Management November 2014 - July 2015
Ascendant Capital, LLC. November 2014 - June 2015
ALPFA February 2010 - February 2012
INROADS, Inc. October 2007 - December 2010
Regions Financial Corporation February 2009 - October 2009
Regions Financial Corporation July 2007 - February 2009
SunTrust Robinson Humphrey April 2006 - August 2007
Gator Leasing, Inc. January 2005 - April 2006
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Private Equity, Private Equity Funding, Fundraising, New Business Development, Business Relationship..., Investor Relations, Emerging Managers, Acceleration Capital, First-Loss Capital, Seeding and Incubation..., Investment Advisory, Investment Strategies, Investment Products, Secondaries, Venture Capital, Venture Financing, Investment Banking, Capital Markets, Corporate Finance, Financial Modeling, Professional..., Non-profits, Industry Associations, Investments, Finance, Investment Management, Nonprofits, Banking, Asset Management, Business Strategy, Strategy, Business Development, Financial Services, Securities, Start-ups, Mutual Funds, Private Placements, Financial Structuring, Portfolio Management, Due Diligence, Financial Advisory
Education
CIMBA 2002 — 2004
MBA
University of Kansas - Graduate School of Business 2002 — 2004
MBA, International Business
The University of Kansas 1997 — 2002
BS, Business Administration
University of Arizona 1998 — 1999
Business
Will Marley's Ascendant Capital, LLC. Experience May 2014 - August 2014
Job Financial Operations Analyst at Center Street Securities, Inc
Industry Financial Services
Experience
Center Street Securities, Inc August 2015 - Present
University of Mississippi August 2010 - May 2015
Ascendant Capital, LLC. May 2014 - August 2014
M&M Operators April 2010 - August 2010
The Rogue and Good Company May 2009 - August 2009
The Country Club of Jackson May 2007 - August 2007
Skills
Customer Service, Microsoft Excel, Teamwork, PowerPoint, Logistics, Microsoft Word, Social Media, Management, Market Research, Alternative Investments, Microsoft Office, Finance, Mac OS, Research, Marketing, Photoshop, Salesforce.com, Negotiation, Outlook, Private Equity, Capital Markets, Public Speaking, English
Education
University of Mississippi 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
Jackson Academy 1996 — 2010
Center Street Securities, Inc August 2015 - Present
University of Mississippi August 2010 - May 2015
Ascendant Capital, LLC. May 2014 - August 2014
M&M Operators April 2010 - August 2010
The Rogue and Good Company May 2009 - August 2009
The Country Club of Jackson May 2007 - August 2007
Skills
Customer Service, Microsoft Excel, Teamwork, PowerPoint, Logistics, Microsoft Word, Social Media, Management, Market Research, Alternative Investments, Microsoft Office, Finance, Mac OS, Research, Marketing, Photoshop, Salesforce.com, Negotiation, Outlook, Private Equity, Capital Markets, Public Speaking, English
Education
University of Mississippi 2010 — 2014
Bachelor's degree, Finance and Financial Management Services
Jackson Academy 1996 — 2010
Jeffry Schneider Jeffry Schneider's Ascendant Capital, LLC. Experience March 2012 - Present
Job CEO at Ascendant Capital
Industry Financial Services
Experience
Ascendant Capital, LLC. March 2012 - Present
Alternatie Investments January 2006 - August 2009
Paradigm Global Advisors May 2004 - February 2008
Axiom Capital Management March 2002 - March 2004
Skills
Capital Markets, Investments, Capital, Alternative Investments, Series 7, Investment Banking, Securities, Series 63, Venture Capital, Hedge Funds, Financial Services, Financial Advisory, Fund Of Funds, Funding, Private Placements
Education
University of Massachusetts, Amherst
Ascendant Capital, LLC. March 2012 - Present
Alternatie Investments January 2006 - August 2009
Paradigm Global Advisors May 2004 - February 2008
Axiom Capital Management March 2002 - March 2004
Skills
Capital Markets, Investments, Capital, Alternative Investments, Series 7, Investment Banking, Securities, Series 63, Venture Capital, Hedge Funds, Financial Services, Financial Advisory, Fund Of Funds, Funding, Private Placements
Education
University of Massachusetts, Amherst
Rebecca Farish Rebecca Farish's Ascendant Capital, LLC. Experience August 2015 - Present
Job Operations Manager at Ascendant Capital, LLC.
Industry Public Relations and Communications
Experience
Ascendant Capital, LLC. August 2015 - Present
Ascendant Capital, LLC. February 2015 - August 2015
J.P. Turner & Company, LLC January 2015 - February 2015
JP Turner & Company, LLC August 2013 - January 2015
Serenity Wellness Spa & Salon July 2011 - May 2013
Zeta Tau Alpha November 2011 - November 2012
WGUR 88.9 FM The Edge January 2012 - May 2012
WGUR 88.9 FM The Edge August 2011 - December 2011
Northridge Christian Church August 2011 - December 2011
Merle Norman Cosmetics October 2010 - October 2011
Skills
Event Planning, Social Media, Public Speaking, Personality, Audio Editing, Facebook, Writing, Marketing, Social Media Marketing, Press Releases, Event Management, Newsletters, Editing, Media Relations, Social Networking
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Public Relations
State University of West Georgia 2009 — 2009
Ascendant Capital, LLC. August 2015 - Present
Ascendant Capital, LLC. February 2015 - August 2015
J.P. Turner & Company, LLC January 2015 - February 2015
JP Turner & Company, LLC August 2013 - January 2015
Serenity Wellness Spa & Salon July 2011 - May 2013
Zeta Tau Alpha November 2011 - November 2012
WGUR 88.9 FM The Edge January 2012 - May 2012
WGUR 88.9 FM The Edge August 2011 - December 2011
Northridge Christian Church August 2011 - December 2011
Merle Norman Cosmetics October 2010 - October 2011
Skills
Event Planning, Social Media, Public Speaking, Personality, Audio Editing, Facebook, Writing, Marketing, Social Media Marketing, Press Releases, Event Management, Newsletters, Editing, Media Relations, Social Networking
Education
Georgia College and State University 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Public Relations
State University of West Georgia 2009 — 2009
Alexandra Hill Alexandra Hill's Ascendant Capital, LLC. Experience 2014 - 2015
Job Director, Alternative Investments
Industry Financial Services
Experience
CAVU Securities, LLC 2015 - 2015
Ascendant Capital, LLC. 2014 - 2015
First Liberties Financial January 2013 - December 2013
Morgan Stanley January 2012 - December 2012
UBS November 2008 - December 2011
Morgan Stanley November 2006 - November 2008
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Uniform Combined State..., Series 63, Valuation, Fixed Income, Bloomberg, Hedge Funds, Securities, Investment Banking, Private Equity, Wealth Management, Derivatives, Trading, Asset Management, Bonds, Investments, Portfolio Management, Loans, Financial Advisory, Financial Markets, High Yield, Leveraged Finance, Cash Management, Financial Services, Financial Structuring, Equity Research, Options
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Universitat Pompeu Fabra 2003 — 2005
CAVU Securities, LLC 2015 - 2015
Ascendant Capital, LLC. 2014 - 2015
First Liberties Financial January 2013 - December 2013
Morgan Stanley January 2012 - December 2012
UBS November 2008 - December 2011
Morgan Stanley November 2006 - November 2008
Skills
Series 7, Capital Markets, Equities, Financial Modeling, Uniform Combined State..., Series 63, Valuation, Fixed Income, Bloomberg, Hedge Funds, Securities, Investment Banking, Private Equity, Wealth Management, Derivatives, Trading, Asset Management, Bonds, Investments, Portfolio Management, Loans, Financial Advisory, Financial Markets, High Yield, Leveraged Finance, Cash Management, Financial Services, Financial Structuring, Equity Research, Options
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science, Finance
Universitat Pompeu Fabra 2003 — 2005
Christiane Woodley Erwin's Ascendant Capital, LLC. Experience September 2014 - September 2014
Job User Experience Lead at Macmillan
Industry Computer Software
Experience
Macmillan May 2015 - Present
Think Tech Labs November 2014 - April 2015
Keller Williams Realty, Inc. April 2014 - October 2014
Ascendant Capital, LLC. September 2014 - September 2014
Harte Hanks June 2014 - September 2014
Crestview Doors March 2007 - February 2014
Abound Resources, Inc. September 2005 - November 2007
Tin Garden August 1997 - August 2007
Cobalt Digital Marketing May 2005 - September 2005
projekt202 September 2004 - March 2005
Skills
Entrepreneurship, Start-ups, Strategic Planning, New Business Development, Social Networking, Social Media, Graphic Design, Team Building, Blogging, Online Marketing, Public Speaking, Advertising, Public Relations, Web Design, Interaction Design, User Interface Design, User Experience, Business Strategy, Marketing Communications, Online Advertising, Prototyping, Product Launch, Manufacturing, Product Development, Media Relations, Fundraising, Operations Management, Entrepreneur, Social Media Marketing, Digital Marketing, Integrated Marketing, Marketing, UI Design, Email Marketing, SEO, E-commerce, CRM, Leadership, Product Management, Building Materials, Web Development, Management, Product Marketing, Business Development, Project Management, Brand Development, Marketing Strategy, Mobile Applications, Content Strategy, Small Business
Education
St. Edward's University 2003 — 2006
MLA, Social Sciences
The University of Texas at Austin 1993 — 1997
BA, English Literature
Macmillan May 2015 - Present
Think Tech Labs November 2014 - April 2015
Keller Williams Realty, Inc. April 2014 - October 2014
Ascendant Capital, LLC. September 2014 - September 2014
Harte Hanks June 2014 - September 2014
Crestview Doors March 2007 - February 2014
Abound Resources, Inc. September 2005 - November 2007
Tin Garden August 1997 - August 2007
Cobalt Digital Marketing May 2005 - September 2005
projekt202 September 2004 - March 2005
Skills
Entrepreneurship, Start-ups, Strategic Planning, New Business Development, Social Networking, Social Media, Graphic Design, Team Building, Blogging, Online Marketing, Public Speaking, Advertising, Public Relations, Web Design, Interaction Design, User Interface Design, User Experience, Business Strategy, Marketing Communications, Online Advertising, Prototyping, Product Launch, Manufacturing, Product Development, Media Relations, Fundraising, Operations Management, Entrepreneur, Social Media Marketing, Digital Marketing, Integrated Marketing, Marketing, UI Design, Email Marketing, SEO, E-commerce, CRM, Leadership, Product Management, Building Materials, Web Development, Management, Product Marketing, Business Development, Project Management, Brand Development, Marketing Strategy, Mobile Applications, Content Strategy, Small Business
Education
St. Edward's University 2003 — 2006
MLA, Social Sciences
The University of Texas at Austin 1993 — 1997
BA, English Literature
Drew Mirolli's Ascendant Capital, LLC. Experience December 2014 - January 2015
Job IT Consultant // Resource delivery manager
Industry Real Estate
Experience
Pareto Solutions Group, Inc. August 2015 - Present
Ascendant Capital, LLC. December 2014 - January 2015
Blanchard Real Estate May 2014 - July 2014
Hines March 2013 - June 2013
George Gibson's January 2012 - January 2013
Camp Ozark May 2012 - July 2012
Operation Poverty Inc. October 2009 - May 2012
Chick-fil-A February 2009 - July 2011
Skills
Microsoft Office, Sales, Public Speaking, Event Planning, Microsoft Excel, Training, Financial Analysis, Customer Service, Management, PowerPoint, Public Relations, Finance, Microsoft Word, Facebook, Technical Recruiting, Cold Calling, Sales Operations, Team Leadership, Team Management
Education
The University of Georgia 2011 — 2015
Bachelor's degree, Risk Management and Insurance
The University of Georgia 2011 — 2015
Bachelor's degree, Real Estate Development
Pareto Solutions Group, Inc. August 2015 - Present
Ascendant Capital, LLC. December 2014 - January 2015
Blanchard Real Estate May 2014 - July 2014
Hines March 2013 - June 2013
George Gibson's January 2012 - January 2013
Camp Ozark May 2012 - July 2012
Operation Poverty Inc. October 2009 - May 2012
Chick-fil-A February 2009 - July 2011
Skills
Microsoft Office, Sales, Public Speaking, Event Planning, Microsoft Excel, Training, Financial Analysis, Customer Service, Management, PowerPoint, Public Relations, Finance, Microsoft Word, Facebook, Technical Recruiting, Cold Calling, Sales Operations, Team Leadership, Team Management
Education
The University of Georgia 2011 — 2015
Bachelor's degree, Risk Management and Insurance
The University of Georgia 2011 — 2015
Bachelor's degree, Real Estate Development
Zane Bushnell's Ascendant Capital, LLC. Experience June 2014 - May 2015
Job Hyperion Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Ascendant Capital, LLC. June 2014 - May 2015
8th Street Restaurant at the Ivy May 2013 - August 2013
UT RecSports January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership, Salesforce.com, Sales, Communication Skills, Networking, Outlook, Golf, Windows 7, Recruiting, Data Analysis, Microsoft Office, Communication, Public Speaking, Customer Service, Social Media, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Oracle July 2015 - Present
Ascendant Capital, LLC. June 2014 - May 2015
8th Street Restaurant at the Ivy May 2013 - August 2013
UT RecSports January 2013 - May 2013
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Word, Leadership, Salesforce.com, Sales, Communication Skills, Networking, Outlook, Golf, Windows 7, Recruiting, Data Analysis, Microsoft Office, Communication, Public Speaking, Customer Service, Social Media, Teamwork
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Thomas Liguori's Ascendant Capital, LLC. Experience May 2015 - June 2015
Job Student at Boston College
Industry Financial Services
Experience
Boston College September 2014 - Present
GPB Capital Holdings, LLC. July 2015 - August 2015
Ascendant Capital, LLC. May 2015 - June 2015
Boston College June 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Public Speaking, Team Leadership, Research, Microsoft Office
Education
Boston College 2013 — 2017
Bachelor's degree, Accounting and Finance, Junior
Boston College September 2014 - Present
GPB Capital Holdings, LLC. July 2015 - August 2015
Ascendant Capital, LLC. May 2015 - June 2015
Boston College June 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Public Speaking, Team Leadership, Research, Microsoft Office
Education
Boston College 2013 — 2017
Bachelor's degree, Accounting and Finance, Junior
Christopher DeMario Christopher DeMario's Ascendant Capital, LLC. Experience September 2013 - April 2014
Job Senior Internal Sales Consultant at LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management July 2015 - Present
LaSalle Investment Management April 2014 - July 2015
Ascendant Capital, LLC. September 2013 - April 2014
Advanced Equities, Inc. September 2007 - December 2012
Skills
Venture Capital, Securities, Alternative Investments
Education
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance
LaSalle Investment Management July 2015 - Present
LaSalle Investment Management April 2014 - July 2015
Ascendant Capital, LLC. September 2013 - April 2014
Advanced Equities, Inc. September 2007 - December 2012
Skills
Venture Capital, Securities, Alternative Investments
Education
Miami University 2003 — 2007
Bachelor of Science (B.S.), Finance
Matt McPheely's Ascendant Capital, LLC. Experience October 2013 - April 2015
Job Managing Partner, Channel Capital
Industry Venture Capital & Private Equity
Experience
Channel Capital June 2014 - Present
33 Vincent Group April 2012 - Present
Ascendant Capital, LLC. October 2013 - April 2015
SocialCode September 2011 - April 2012
Grupo Puente, S.A. October 2008 - August 2011
IMI / The Cliffs Communities December 2005 - October 2008
Manna Project International August 2004 - July 2005
Skills
Marketing Strategy, Business Development, Financial Analysis, Real Estate Development, Marketing, Entrepreneurship, Real Estate, Leadership, Investment Properties, Social Media Marketing, Start-ups, Sales, Strategy, Email Marketing, New Business Development, Series 7, Investments, Management, CRM, Strategic Planning
Education
Acton School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Furman University 2000 — 2004
B.A, Business Administration
Madrid Foreign Study through Syracuse University
Spanish and International Business
Channel Capital June 2014 - Present
33 Vincent Group April 2012 - Present
Ascendant Capital, LLC. October 2013 - April 2015
SocialCode September 2011 - April 2012
Grupo Puente, S.A. October 2008 - August 2011
IMI / The Cliffs Communities December 2005 - October 2008
Manna Project International August 2004 - July 2005
Skills
Marketing Strategy, Business Development, Financial Analysis, Real Estate Development, Marketing, Entrepreneurship, Real Estate, Leadership, Investment Properties, Social Media Marketing, Start-ups, Sales, Strategy, Email Marketing, New Business Development, Series 7, Investments, Management, CRM, Strategic Planning
Education
Acton School of Business 2012 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Furman University 2000 — 2004
B.A, Business Administration
Madrid Foreign Study through Syracuse University
Spanish and International Business
Cheyenne Smith's Ascendant Capital, LLC. Experience August 2015 - Present
Job Marketing Coordinator | Graphic Designer
Industry Marketing and Advertising
Experience
Ascendant Capital, LLC. August 2015 - Present
Rivet January 2015 - July 2015
Rivet October 2014 - January 2015
Sales Engine International January 2014 - October 2014
The University of Texas at Austin February 2012 - November 2013
Skills
Adobe Creative Suite, Graphic Design, Layout, InDesign, Illustrator, Illustration, Data Visualization, Editorial, Public Speaking, Blogging, Email Marketing, Event Planning, Copy Editing, Content Marketing, Social Media, Marketing
Education
The University of Texas at Austin 2010 — 2013
English Language and Literature, General
Ascendant Capital, LLC. August 2015 - Present
Rivet January 2015 - July 2015
Rivet October 2014 - January 2015
Sales Engine International January 2014 - October 2014
The University of Texas at Austin February 2012 - November 2013
Skills
Adobe Creative Suite, Graphic Design, Layout, InDesign, Illustrator, Illustration, Data Visualization, Editorial, Public Speaking, Blogging, Email Marketing, Event Planning, Copy Editing, Content Marketing, Social Media, Marketing
Education
The University of Texas at Austin 2010 — 2013
English Language and Literature, General
Josh Weitzman Josh Weitzman's Ascendant Capital, LLC. Experience September 2015 - Present
Job Capital Markets Intern at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
HelloFresh June 2015 - August 2015
Camp Horseshoe June 2011 - August 2014
Skills
Finance, Communication, Leadership, Project Management, Organization Skills, Microsoft Excel, Financial Analysis, Public Speaking, Marketing, Establishing Strategic..., Customer Service, Management, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Major: Finance; Minor: MIS, 3.83
Ascendant Capital, LLC. September 2015 - Present
HelloFresh June 2015 - August 2015
Camp Horseshoe June 2011 - August 2014
Skills
Finance, Communication, Leadership, Project Management, Organization Skills, Microsoft Excel, Financial Analysis, Public Speaking, Marketing, Establishing Strategic..., Customer Service, Management, Microsoft Office, PowerPoint, Microsoft Word, Research
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Major: Finance; Minor: MIS, 3.83
Benjamin Don Benjamin Don's Ascendant Capital, LLC. Experience January 2014 - May 2014
Job Consultant at Quorum Business Solutions
Industry Oil & Energy
Experience
Quorum Business Solutions September 2014 - Present
Ascendant Capital, LLC. January 2014 - May 2014
Citi June 2013 - August 2013
World Class Capital Group September 2012 - May 2013
Skills
Upstream, Oil & Gas, Microsoft SQL Server, Division Orders, Investments, Market Analysis, Capital Raising, Equity Research, Financial Modeling, Sales, Electronic Trading, Data Management, Foreign Currency..., Market Research, Venture Capital, Financial Analysis, Corporate Real Estate, Marketing, Alternative Investments, Competitive Analysis, Qualitative Research, Architectural Drawings, Real Estate Transactions, Energy, Capital Markets, Data Analysis
Education
The University of Texas at Austin 2011 — 2014
BA, Economics, Chinese
Milton Academy 2006 — 2010
Quorum Business Solutions September 2014 - Present
Ascendant Capital, LLC. January 2014 - May 2014
Citi June 2013 - August 2013
World Class Capital Group September 2012 - May 2013
Skills
Upstream, Oil & Gas, Microsoft SQL Server, Division Orders, Investments, Market Analysis, Capital Raising, Equity Research, Financial Modeling, Sales, Electronic Trading, Data Management, Foreign Currency..., Market Research, Venture Capital, Financial Analysis, Corporate Real Estate, Marketing, Alternative Investments, Competitive Analysis, Qualitative Research, Architectural Drawings, Real Estate Transactions, Energy, Capital Markets, Data Analysis
Education
The University of Texas at Austin 2011 — 2014
BA, Economics, Chinese
Milton Academy 2006 — 2010
Matt Galinsky's Ascendant Capital, LLC. Experience June 2014 - Present
Job Client Relations Associate at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. June 2014 - Present
Kwokman Productions November 2009 - Present
Venuing INC October 2013 - December 2013
Sirius XM Radio Inc. January 2013 - June 2013
OWWR, Old Westbury Web Radio September 2010 - June 2013
Alfies Pizza II September 2011 - January 2013
Rockaway Hunt Club April 2010 - August 2010
Best Buy July 2009 - July 2010
Cy Prisyon Company January 2006 - August 2007
Skills
Broadcast, Sports, Facebook, Customer Service, Editing, Social Media, Public Relations, Marketing, Sales, Event Planning, Radio Broadcasting, Television, Blogging, Social Networking, Social Media Marketing, Event Management, Microsoft Office, Salesforce.com
Education
State University of New York College at Old Westbury 2009 — 2013
BS, Communication and Media Studies
Robert Morris University 2007 — 2009
Sports Management
Ascendant Capital, LLC. June 2014 - Present
Kwokman Productions November 2009 - Present
Venuing INC October 2013 - December 2013
Sirius XM Radio Inc. January 2013 - June 2013
OWWR, Old Westbury Web Radio September 2010 - June 2013
Alfies Pizza II September 2011 - January 2013
Rockaway Hunt Club April 2010 - August 2010
Best Buy July 2009 - July 2010
Cy Prisyon Company January 2006 - August 2007
Skills
Broadcast, Sports, Facebook, Customer Service, Editing, Social Media, Public Relations, Marketing, Sales, Event Planning, Radio Broadcasting, Television, Blogging, Social Networking, Social Media Marketing, Event Management, Microsoft Office, Salesforce.com
Education
State University of New York College at Old Westbury 2009 — 2013
BS, Communication and Media Studies
Robert Morris University 2007 — 2009
Sports Management
Valerie Arroyos's Ascendant Capital, LLC. Experience April 2012 - Present
Job COO at Ascendant Capital, LLC
Industry Financial Services
Experience
Ascendant Capital, LLC. April 2012 - Present
Skills
Investments, Series 7, Sales, Series 63, Securities, Management, Hedge Funds, Capital Markets, Brokerage, Alternative Investments, Real Estate
Education
The University of Texas at Austin 2001 — 2005
B.A., Sociology and Business
Ascendant Capital, LLC. April 2012 - Present
Skills
Investments, Series 7, Sales, Series 63, Securities, Management, Hedge Funds, Capital Markets, Brokerage, Alternative Investments, Real Estate
Education
The University of Texas at Austin 2001 — 2005
B.A., Sociology and Business
Ashley Doyle's Ascendant Capital, LLC. Experience July 2012 - October 2013
Job Digital Display Media Planner at Sq1
Industry Marketing and Advertising
Experience
Sq1 July 2015 - Present
ReachLocal September 2014 - June 2015
ReachLocal November 2013 - September 2014
Ascendant Capital, LLC. July 2012 - October 2013
Big Red, Inc. January 2012 - June 2012
Dell October 2010 - December 2011
Skills
Customer Service, Marketing, Marketing Strategy, Financial Analysis, Investments, Sales Management, Financial Modeling, Strategic Planning, Project Management, Forecasting, Microsoft Excel, Management, Portfolio Management, Leadership, Strategy, Budgets, Digital Marketing, SEO, Email Marketing, Marketing Communications, CRM, SEM
Education
Texas Woman's University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Texas Woman's University 2004 — 2009
Bachelor's degree, Merchandising and Buying Operations
Sq1 July 2015 - Present
ReachLocal September 2014 - June 2015
ReachLocal November 2013 - September 2014
Ascendant Capital, LLC. July 2012 - October 2013
Big Red, Inc. January 2012 - June 2012
Dell October 2010 - December 2011
Skills
Customer Service, Marketing, Marketing Strategy, Financial Analysis, Investments, Sales Management, Financial Modeling, Strategic Planning, Project Management, Forecasting, Microsoft Excel, Management, Portfolio Management, Leadership, Strategy, Budgets, Digital Marketing, SEO, Email Marketing, Marketing Communications, CRM, SEM
Education
Texas Woman's University 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Texas Woman's University 2004 — 2009
Bachelor's degree, Merchandising and Buying Operations
Scott Derry's Ascendant Capital, LLC. Experience March 2012 - Present
Job Executive Director at Ascendant Capital
Industry Real Estate
Experience
Ascendant Capital, LLC. March 2012 - Present
Virtus Real Estate Investments December 2011 - May 2013
PMB Helin Donovan January 2009 - March 2009
Deloitte Tax LLP January 2008 - January 2009
Skills
Financial Analysis, Investments, QuickBooks, Accounting, Financial Reporting, Due Diligence, Real Estate, Financial Statements, Financial Accounting, Forecasting, Microsoft Excel, Budgets, Capital Markets
Education
The University of Texas at Austin 2003 — 2008
MPS, Business, Accounting, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Ascendant Capital, LLC. March 2012 - Present
Virtus Real Estate Investments December 2011 - May 2013
PMB Helin Donovan January 2009 - March 2009
Deloitte Tax LLP January 2008 - January 2009
Skills
Financial Analysis, Investments, QuickBooks, Accounting, Financial Reporting, Due Diligence, Real Estate, Financial Statements, Financial Accounting, Forecasting, Microsoft Excel, Budgets, Capital Markets
Education
The University of Texas at Austin 2003 — 2008
MPS, Business, Accounting, Finance
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
Master in Professional Accounting, Accounting
Eric Pueschel's Ascendant Capital, LLC. Experience October 2014 - Present
Job Senior Vice President at Ascendant Capital
Industry Financial Services
Experience
Ascendant Capital, LLC. October 2014 - Present
Arque Capital Ltd December 2012 - October 2014
Principal Financial Group October 2007 - December 2012
Northwestern Mutual January 2004 - January 2007
Skills
401k, Retirement Planning, Series 7, Retirement
Education
Bradley University
Ascendant Capital, LLC. October 2014 - Present
Arque Capital Ltd December 2012 - October 2014
Principal Financial Group October 2007 - December 2012
Northwestern Mutual January 2004 - January 2007
Skills
401k, Retirement Planning, Series 7, Retirement
Education
Bradley University
Pisoot Senethavilay's Ascendant Capital, LLC. Experience June 2015 - Present
Job SVP of Capital Markets Pacific Northwest at Ascendant Capital
Industry Financial Services
Experience
Ascendant Capital, LLC. June 2015 - Present
Walton International Group January 2015 - June 2015
Walton International Group October 2004 - January 2015
University Medical Center of Southern Nevada 2001 - October 2004
Whittman-Hart / marchFIRST 2000 - 2001
MGM Resorts International 1997 - 2000
Skills
Alternative Investments, Investments, Asset Management, Investment Advisory, Series 7, Investment Strategies, Series 63, Asset Managment, Securities, Due Diligence, Private Equity, Real Estate Economics, Wealth Management, Asset Allocation, Event Planning, Event Management, Presentations, Training, Conference Organization, Salesforce.com, Sales Rep Training, Meeting Planning, Concierge Services, Public Speaking, Real Estate, Management, Sales, Marketing, Strategic Planning, Finance, Customer Service
Education
University of Nevada Las Vegas Lee Business School 1995 — 2000
International Business
University of the Pacific 1994 — 1995
International Business
Ascendant Capital, LLC. June 2015 - Present
Walton International Group January 2015 - June 2015
Walton International Group October 2004 - January 2015
University Medical Center of Southern Nevada 2001 - October 2004
Whittman-Hart / marchFIRST 2000 - 2001
MGM Resorts International 1997 - 2000
Skills
Alternative Investments, Investments, Asset Management, Investment Advisory, Series 7, Investment Strategies, Series 63, Asset Managment, Securities, Due Diligence, Private Equity, Real Estate Economics, Wealth Management, Asset Allocation, Event Planning, Event Management, Presentations, Training, Conference Organization, Salesforce.com, Sales Rep Training, Meeting Planning, Concierge Services, Public Speaking, Real Estate, Management, Sales, Marketing, Strategic Planning, Finance, Customer Service
Education
University of Nevada Las Vegas Lee Business School 1995 — 2000
International Business
University of the Pacific 1994 — 1995
International Business