ATEL Capital Group
Industry: Company
DescriptionHeadquarters: San Francisco, CA Founded: 1977 Subsidiaries: ATEL Investor Services,
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ATEL Capital Group Employees
Schweichler Price Mullarkey & Barry September 2013 - Present
Tatum March 2012 - August 2013
ATEL Capital Group January 2006 - June 2011
MemoryTen December 2004 - December 2005
Skills
Due Diligence, Finance, Business Development, Risk Management, Leadership, Customer Service, Venture Capital, Microsoft Office, Forecasting, Microsoft Excel, Salesforce.com, Operations Management, Contract Negotiation, Contract Management, Client Liaison, Translation, Secured Financing, Human Resources, Sales Operations, Event Planning, Warrants, Collections, English, Social Networking, Russian, Spanish, Recruiting, Project Management, Management Consulting, Financial Analysis, Investments, Marketing, Executive Search
Education
University of California, Berkeley 2000 — 2004
Bachelor's degree, Psychology with a minor in Business
ATEL Capital Group July 2013 - Present
Comerica Bank - Wealth Management June 2010 - July 2013
Daly City-Colma Chamber of Commerce June 2004 - 2010
Skills
Adobe Acrobat, Photoshop, Newsletters, Management, Fundraising, Event Planning, Administrative..., Program Management, Invoicing, Adobe Creative Suite, Mac, Advertising, Typography, Outlook, Microsoft Office, Microsoft Word, Customer Service, Marketing, Administrative..., Leadership, Strategic Planning
Education
Academy of Art University 2002 — 2008
BFA, Graphic Design
Cornerstone Financial Management, LLC January 2013 - Present
Metropolitan Life Insurance Company 2005 - 2012
MassMutual Financial Group 2004 - 2005
ATEL Capital Group 2002 - 2004
Essex Corporation 1999 - 2002
Inland RE Group and Captec Financial Group 1997 - 1999
Buckhead Financial 1989 - 1995
Skills
Market Analysis, Needs Assessment, Presentations, Sales Management, Annuities, Investments, Insurance, Long Term Care Insurance, Retirement Planning, Financial Planning, Insurance Planning, Employee Benefits, Pensions, Alternative Investments, IRA's, Roth IRA, Retirement Income..., Series 7, Series 24, Series 63, Compliance, Fixed Annuities, Retirement, Strategic Financial..., Wealth Management, Estate Planning, Risk Management, Financial Planners, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management..., Disability Insurance, Securities, Investment Strategies, Financial Services, Finance, 401k, IRAs, Relationship Management, Portfolio Management, Underwriting, Health Insurance, Wealth, Variable Annuities, Defined Benefit, Life Insurance, Term Life Insurance, Asset Management, Long-term Care
Education
NYU 2012 — 2012
Certificate in Financial Planning, School of Continuing and Professional Studies
Stetson University 1984 — 1987
BBA, Finance - Portfolio Theory Concentration
University of South Florida
ATEL Capital Group November 2012 - Present
Skills
Customer Service, Employee Relations, Human Resources, Financial Modeling, Financial Analysis, Personnel Management, Asset Management, Leadership, Business Development, Sales, Retail, Portfolio Management, Microsoft Office, Microsoft Excel, Marketing, Social Networking, Public Speaking, Strategic Planning, Microsoft Word, Training
Education
University of Phoenix
Bachelor's Degree, Behavioral Science/ Psychology
ATEL Capital Group November 2013 - Present
Wells Fargo October 2012 - November 2013
Locaid Technologies August 2012 - October 2012
Talkfree.com June 2010 - December 2011
Skills
Salesforce.com, Finance, Social Media Marketing, Microsoft Excel, Microsoft Office, Customer Service, Portfolio Management, PowerPoint, Financial Analysis, Commercial Lending, Time Management, Wikis, Wiki Development, Blogging, Google Analytics, Google Apps, QuickBooks, Microsoft Word, Digital Archiving, Asset Management, Data Analysis, Teamwork, Valuation, Google Adwords, Bill Processing, Commercial Real Estate, Loan Servicing, Lease Administration, Loans Administration, Social Networking, Leadership, Investments, Marketing, Sales, Public Speaking, Heavy Equipment, Fleet Leasing, Fixed Asset Management, IT Asset Management
Education
Saint Mary's College of California 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Saint Ignatius College Prep 2003 — 2007
Merrill Lynch April 2014 - Present
ATEL Capital Group June 2012 - March 2014
ATEL Capital Group August 2011 - June 2012
Sonoma County Office of Education December 2010 - August 2011
Skills
Microsoft Office, Data Analysis, Salesforce.com
Education
UC Berkeley 2006 — 2010
Anthropology, Geography
RealtyFlash January 2012 - Present
OptiqueMedia Visual Communications September 1998 - December 2010
Goodrich January 2008 - December 2008
ATEL Capital Group February 1999 - December 2001
Del Monte Foods January 1997 - February 1999
Toshiba America Information Systems 1995 - 1997
Skills
Corporate Real Estate, Project Management, Project Planning, 5S, Information Architecture, Graphic Design, Motion Design, Real Estate, Photography, Commercial Photography, Advertising, Marketing, Leadership, Budgets, Creative Direction, Social Media Marketing, Contract Negotiation, Customer Service, Sales, Negotiation, Team Building, Management, Marketing Strategy
Education
San Francisco State University
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Autodesk October 2014 - Present
Autodesk September 2012 - October 2014
Autodesk, Inc. February 2010 - August 2012
Autodesk, Inc. February 2007 - January 2010
Autodesk, Inc. April 2004 - January 2007
Autodesk, Inc. January 2000 - March 2004
Autodesk, Inc. November 1998 - December 1999
ATEL Capital Group August 1996 - November 1998
ATEL Capital Group August 1993 - July 1996
Oliver-Allen Corporation November 1991 - July 1993
Skills
Production Support, IT Operations, IT Infrastructure..., Customer Service, Project Management, Service Delivery, Staff Development, Financial Reporting, Program Management, IT Financial Management, ITIL Certified, Cross-functional Team..., Vendor Management, SAP, Salesforce.com, Business Object, Agile Methodologies, Kanban, Business Intelligence, Enterprise Software, Cloud Computing, Business Process, Agile Project Management, ERP, ITIL, SaaS
Education
University of California, Santa Barbara 1986 — 1990
Business Economics
MediaCom USA March 2015 - Present
SporTech Business Intelligence September 2014 - March 2015
University of Southern California - Performance Venues Department September 2012 - June 2014
TopDrawerSoccer.com June 2013 - August 2013
Eventbee May 2012 - August 2012
ATEL Capital Group May 2011 - August 2011
U.S. Census Bureau February 2010 - June 2010
Ishawooa Mesa Ranch June 2008 - August 2008
Education
University of Southern California - Marshall School of Business 2011 — 2014
Bachelor's Degree, Business Administration - Marketing Focus
University of Southern California - Annenberg School of Communication
Minor in Sports Media Studies
College of Marin 2010 — 2010
Marin Academy High School 2006 — 2010
High School
Sungarden Investment Research May 2014 - Present
Spruce Hill Capital, LLC November 2011 - May 2014
AdvisorConnect.com January 2009 - April 2010
ATEL Capital Group February 1996 - October 1999
American Express Financial Advisors September 1994 - September 1996
Skills
Investments, Strategic Financial..., Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Financial Services, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Retirement Income..., tax efficient..., Retirement, Investment Management, Bonds, Finance, Retirement Planning
Education
Southern Connecticut State University 1989 — 1993
BS, Finance
Notre Dame High School - West Haven 1985 — 1989
Wells Fargo Equipment Finance January 2014 - May 2015
ATEL Capital Group November 2006 - December 2013
1-800-Radiator June 2005 - August 2006
Compass Analytics December 2004 - May 2005
Waddell & Reed June 2004 - August 2004
Skills
Portfolio Management, Asset Management, Financial Modeling, Financial Analysis, Finance, Due Diligence, Valuation, Investments, Risk Management, Corporate Finance, Banking, Credit Analysis, Private Equity, Structured Finance, Management, Mergers & Acquisitions, Financial Services, Negotiation, Credit, Sales, Marketing, Loans, Financial Structuring, Strategic Planning, Relationship Management, Business Development, Customer Service
Education
San Francisco State University
B.A., Economics
Eventbrite April 2015 - Present
The Chertoff Group February 2014 - March 2015
PwC August 2010 - February 2014
It's Just Lunch July 2009 - June 2010
Table for Six Total Adventures October 2005 - January 2009
ATEL Capital Group August 2004 - September 2005
Club Med September 2003 - June 2004
Skills
Sales, Blogging, Facebook, Executive Support, Social Networking, Event Management, Event Planning, Microsoft Excel, Marketing, Microsoft Office, Outlook, Customer Service, Photoshop, Training, Advertising, Management, Public Relations, Public Speaking, Recruiting, PowerPoint, Nonprofits, Editing, Data Entry, Time Management, Budgets, CRM, Social Media, Project Planning, Hospitality, Human Resources, Administrative..., Fundraising, Interviews, Leadership, Office Management, Marketing Communications, Social Media Marketing
Education
University of California, Santa Barbara 1999 — 2003
BA, Sociology
TaskRabbit July 2014 - Present
Yardsale & FOBO (Acquired) 2011 - September 2014
AdRoll, Inc. August 2012 - July 2014
Yammer, Inc. (Acquired) November 2011 - August 2012
ATEL Capital Group October 2010 - October 2011
Hercules Technology Growth Capital December 2006 - September 2010
SVB Financial Group October 2003 - December 2006
Skills
SaaS, Start-ups, Online Advertising, Venture Capital, Analytics, Business Development, Entrepreneurship, Strategic Partnerships, Business Strategy, Mergers & Acquisitions, E-commerce, Financial Modeling, Product Management, Investments, Analysis, Strategy, Portfolio Management, Sales, Lead Generation, Marketing Strategy, Enterprise Software, Social Media Marketing, Competitive Analysis, Leadership, Finance, Valuation, Due Diligence, Negotiation, Private Equity, Market Research, Team Management, Digital Marketing, Market Analysis, Strategic Planning, Web Analytics, Customer Acquisition, Digital Strategy
Education
San Diego State University-California State University
B.S., Business Administration, Finance
Bellarmine College Preparatory
TETER Architects and Engineers February 2015 - Present
Turner & Townsend contracted to Chevron May 2014 - February 2015
IC Engineering contracted to Chevron July 2013 - May 2014
Google February 2013 - June 2013
ATEL Capital Group October 2011 - February 2013
California State University, Bakersfield August 2010 - October 2011
University of California, Los Angeles June 2007 - July 2010
ORCO Construction Supply May 2005 - September 2006
Oracle April 2004 - May 2005
Skills
Project Management, Project Coordination, Property Management, Data Analysis, Analysis, Event Management, Event Planning, Higher Education, Editing, Creative Writing, Student Affairs, College Education..., Academic Advising, Project Planning, Team Building, Leadership, Microsoft Project, Program Management, Strategic Planning, Strategy, Team Leadership, Writing
Education
Stanford University 2014 — 2016
Advanced Project Management
University of California, Los Angeles
Bachelor of Arts (BA)
Bridge Bank, a division of Western Alliance Bank August 2013 - Present
ATEL Capital Group July 2008 - August 2013
Silicon Valley Bank December 2006 - June 2008
Ogden & Company October 2006 - December 2006
Skills
Financial Modeling, Investments, Due Diligence, Financial Analysis, Underwriting, Venture Capital, Analysis, Forecasting, Credit Analysis, Investment Research, Risk Management, Commercial Banking, Start-ups, Portfolio Management, Equipment Leasing, Finance
Education
University of California, San Diego 2004 — 2006
B.A., Economics
Lowell High School 1998 — 2002
ATEL Capital Group 2005 - Present
JONES LANG February 2005 - June 2005
BETSON WEST January 2004 - November 2004
SEGA AMUSEMENTS, INC August 1999 - January 2004
Skills
Account Management, Collections Management, Customer Relations, Accounts Receivable, Billing, Invoicing, Reconciliation, Leases, Excel, Customer Service, Word, Accounting, Outlook, Microsoft Office, Asset Management, Administration, Problem Solving, Contract Management, Research, Event Planning, Account Reconciliation, Microsoft Excel, Microsoft Word, Museum Collections, Management, Credit, Finance, Portfolio Management, Sales
Education
CCSF 2005 — 2007
Finance, General
CCSF 2005 — 2007
Accounting and Finance
San Francisco State University 1994 — 1996
Bachelor of Arts (BA), French Language and Literature, A
CCSF 1989 — 1992
AA, GENERAL
San Francisco State University
ATEL Capital Group March 2014 - Present
JMP Group January 2014 - March 2014
Ebates April 2013 - August 2013
Go Overseas June 2012 - January 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Data Analysis, Leases, Venture Debt, Google Adwords, Google Analytics, SEM, Finance, Cash Flow, Research, Funding
Education
University of California, Berkeley 2012 — 2014
B.S. Business Administration, 3.93 GPA
Catamount Ventures July 2003 - Present
Owl Ventures, LP June 2014 - Present
CriticalArc February 2001 - February 2003
ATEL Capital Group May 1998 - February 2001
Skills
Start-ups, Venture Capital
Education
The George Washington University 1993 — 1997
BA, Psychology, Art
Lumos Labs (Lumosity) April 2015 - Present
KIXEYE October 2014 - April 2015
KIXEYE January 2014 - September 2014
KIXEYE April 2013 - December 2013
KIXEYE January 2013 - March 2013
KIXEYE November 2012 - January 2013
Gamer's Guild of America (Outsourced to KIXEYE) August 2012 - November 2012
ATEL Capital Group September 2011 - August 2012
MPA (At Marriott and Ritz-Carlton) January 2007 - September 2011
ATEL Capital Group August 2009 - January 2010
Skills
Project Management, JIRA, Agile Project Management, Jenkins, Process Improvement, Quality Assurance, Social Games, Customer Satisfaction, Microsoft Office, Critical Thinking, Microsoft Excel, Administrative..., CRM, Testing, Customer Engagement, Sage CRM, Event Management, Risk Management, Marketing, Training, Customer Relations, Excel, Efficiency, Citrix, Investments, Retail, Advertising, Sales, Social Media Marketing, Problem Solving, Customer Service, Communication, Management, Start-ups, Video Games
Education
San Francisco State University 2006 — 2010
Bachelor of Science, Business Administration; Marketing
PwC April 2015 - Present
Accenture September 2013 - April 2015
Accenture January 2012 - August 2013
Disney Consumer Products June 2011 - December 2011
ATEL Capital Group June 2010 - August 2010
Hong Kong Business Environment Council February 2010 - May 2010
San Francisco Department of the Environment June 2008 - August 2008
Skills
Strategy
Education
Macalester College 2007 — 2011
B.A., Economics, Political Science
City University of Hong Kong 2010 — 2010
Syracuse University Abroad
Marin Academy 2003 — 2007
Town School for Boys
Ameriprise Financial Services, Inc. December 2013 - Present
Wealth & Income Management Group, LLC July 2012 - January 2014
Steadfast Capital Markets Group March 2009 - March 2012
CORE Realty Holdings, LLC March 2006 - January 2009
Grubb & Ellis F.K.A. Triple Net Properties July 2004 - April 2006
ATEL Capital Group May 2000 - July 2004
John Hancock Financial Services July 1996 - June 2000
Skills
Business Development, Management, Due Diligence, Sales Management, Asset Managment, Marketing, Real Estate, Asset Management, Series 7, Investments, Sales, Mutual Funds, Training, Alternative Investments, Investment Properties, Securities, Leases, Leadership, Real Estate Economics, Wealth Management, Investor Relations, Financial Analysis, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Series 63, Private Equity, Private Placements, Financial Advisory, Venture Capital, Disposition, Start-ups
Education
The College for Financial Planning 2014 — 2015
Accredited Portfolio Management Advisor
UCSB 1992 — 1996
BA, English & History
National Psychosis Prevention Council March 2014 - Present
Chantel Garrett Consulting July 2013 - Present
The Huffington Post January 2013 - Present
StillFlow Yoga February 2013 - Present
BlackRock April 2009 - April 2012
Kensington Investment Group February 2003 - April 2009
ATEL Capital Group 2000 - 2003
Skills
Marketing, Marketing Strategy, Strategy, Marketing Communications, Content Marketing, Content Strategy, Management, Copywriting, Leadership, Blogging, Social Media, Corporate Communications, Nonprofits, Financial Services, Business Development, Yoga, Non-profit Leadership, Alternative Investments, Asset Managment, Sales Process, Asset Management, ETFs, Mutual Funds, Non-profit Volunteering, Strategic Communications
Education
University of San Francisco
Bachelor of Science, Applied Economics
Pacific Conservatory of the Performing Arts
Glendon Capital Management LP July 2013 - Present
Nitro, Inc. September 2012 - March 2013
Pearl Law Group August 2010 - September 2012
Tracker Corp August 2010 - September 2012
Atel Capital Group May 2008 - August 2010
Boys & Girls Club of Windsor May 2004 - May 2007
Skills
Microsoft Word, Microsoft Excel, Outlook, Research, Customer Service, Event Planning, Travel Planning, Travel Management, Parties, Office Administration, Office Management, Administrative..., System Administration, Microsoft Office, Salesforce.com, Marketing, Time Management, Team Building, Management, Social Media, Administration
Education
San Francisco State University 2006 — 2008
Bachelor's degree
ATEL Capital Group October 2013 - Present
Lehman Brown March 2013 - September 2013
Core Bookkeeping Solutions February 2010 - February 2013
Farmhouse Foods, Inc August 2008 - February 2013
Sayang Holidays September 2007 - August 2008
Landmark Education April 2007 - July 2007
Bill Graham Presents September 2005 - December 2005
Skills
QuickBooks, True Commerce, Timberline Accounting, Sabre, Microsoft Office, Invoicing, Great Plaines Accounting
Education
San Francisco State University 2003 — 2006
Bachelor of Science, Business Administration
Diablo Valley College 2001 — 2003
Associate of Arts (A.A.)
Gabriel & Co April 2011 - Present
Essie Cosmetics, Ltd. March 2007 - May 2011
Exel Transportation March 2006 - February 2007
OSIsoft October 2004 - February 2006
ATEL Capital Group October 1999 - June 2004
LeniGraphics, Inc. January 1993 - October 1999
BusinessWeek September 1987 - January 1993
Skills
Marketing, Marketing Strategy, Project Management, Brand Development, Budgets, Sales Management, Email Marketing, Strategy, E-commerce, Trade Shows, SEO, Online Marketing, Marketing Communications, Public Relations, Web Design, Creative Direction, Corporate Communications, SEM, Integrated Marketing, Advertising, Web Development
Education
City University of New York-Brooklyn College
AssetMark / Genworth Financial Wealth Management 2012 - 2014
Resource Real Estate / Resource America, Inc. 2005 - 2012
Atel Capital Group 2003 - 2005
BridgeSpan, Inc. 2000 - 2003
Related Companies 1993 - 2000
Skills
New Business Development, Relationship Management, Wealth Management, Investments, Financial Services, Asset Management, Sales Management, Start-ups, Marketing Strategy, Marketing Communications, Alternative Investments
Education
2015 Level II Candidate in the CFA Program
Wharton School, University of Pennsylvania 2008 — 2008
AIMSE
FINRA Securities Licenses
Series 7, 22, 24, 63
Southeast Missouri State University - Harrison College of Business 1980 — 1985
Bachelor's Degree
Resource Real Estate May 2015 - Present
ATEL Securities Corporation September 2013 - May 2015
Hartman Income REIT January 2011 - September 2013
Advanced Marketing Services 2009 - 2011
Paladin Realty Partners, LLC 2007 - 2009
ATEL Capital Group 2005 - 2007
Valas & Associates, P.C. 2003 - 2005
MFS Investment Management October 1998 - September 2000
Skills
Sales, Business Development, Mutual Funds, Series 63, Due Diligence, Fixed Annuities, Investments, Customer Service, Securities, Corporate Real Estate, Contract Negotiation, Alternative Investments, Asset Management, Financial Services, Real Estate, Private Placements, Investment Properties, Financial Advisory, Selling
Education
Northeastern University School of Law 2000 — 2003
J.D, Law
Hobart and William Smith Colleges 1994 — 1998
B.A., English, Economics
ATEL Capital Group June 2015 - Present
NXT Capital April 2013 - May 2015
GE Capital June 2006 - April 2013
Balboa Capital May 1995 - May 2006
Skills
Origination, Corporate Finance, Commercial Banking, Commercial Lending, Capital Equipment, Equipment Finance, Leasing, Debt, Lines Of Credit, Asset Based Lending, Debt Restructuring, Recapitalizations, Project Finance, Structured Finance, Syndications, Small Business Lending, Middle Market, Public Companies, Private Companies, Fleet, Capital Markets, Credit Analysis, Finance, Private Equity, Securitization, Cash Flow, Due Diligence, Loan Origination, Banking, Credit Risk, Financial Modeling, Relationship Management, Underwriting, Financial Structuring, Funding, Financial Services, Asset Management, Leveraged Finance, Commercial Real Estate, Commercial Finance, Portfolio Management, Vendor, Valuation, Treasury Management, Commercial Leasing, New Business Development, Factoring, Value Based Selling, Direct Sales, Long-term Customer...
Education
Babson College 1990 — 1994
Bachelor of Science, Entrepreneurial Studies/Marketing
Foothill High School - Pleasanton, CA 1986 — 1990
Fly Aircraft Leasing April 2014 - Present
CV Partners November 2012 - April 2014
Macquarie AirFinance January 2007 - September 2012
Pegasus Aviation Finance Company September 2006 - January 2007
ATEL Capital Group April 2005 - September 2006
Kaiser Permanente September 2003 - March 2005
GATX Capital June 1998 - September 2003
Arthur Andersen LLP January 1993 - April 1996
Skills
CPA, US GAAP, IFRS, Fair Value, Derivatives, Financial Reporting, Technical Accounting..., Financial Analysis, Financial Audits, Statutory Accounting, Statutory Audit, Operating Budgets, Financial Forecasting, Cash Flow, Accounting, Healthcare, Due Diligence, Manufacturing, Financial Services
Education
Cal State Hayward 1984 — 1989
Bachelor of Business Administration (BBA), Emphasis in Accounting
Wells Fargo Practice Finance March 2004 - Present
Atel Capital Group March 2000 - September 2003
Skills
Loans, Portfolio Management, Credit, Banking, Financial Risk, Risk Management, Financial Services, Due Diligence, Relationship Management
Education
Tulane University Law School 1980 — 1982
LLM, Admiralty Law
Loyola University New Orleans College of Law 1977 — 1980
JD, Law
University of Maine 1973 — 1977
BA, Anthropology
Prairie Crossing Elementary School July 2015 - Present
Denver Public Schools January 2015 - May 2015
Denver Public Schools August 2014 - May 2015
Atel Capital Group May 2008 - August 2014
Marlin Leasing 2003 - 2008
Skills
Loans, Risk Management, Customer Service, Finance, Leases, Financial Services, Credit, Negotiation, Financial Risk, Accounting, Strategic Planning, Financial Analysis, Credit Analysis, Account Management, Childcare, Small Group Instruction, Large Groups, Children Of All Ages
Education
Regis University 2008 — 2012
MBA, Finance, 4.0 GPA
Regis University 2005 — 2008
Bachelors, Finance
Euler Hermes North America 2012 - Present
ATEL Capital Group 2006 - 2008
JP Morgan 2003 - 2006
Determine Software 1998 - 2003
GE Capital 1991 - 1998
Skills
Strategic Planning, Small Business Lending, Business Development, Executive Management, Underwriting, Strategic Partnerships, Business Planning, New Business Development, Budgets, Management, Product Management, Corporate Governance
Education
Auburn University 1980 — 1985
School of Arts and Sciences, Economics
ATEL Capital Group June 2015 - Present
Fortran Group International, Inc. July 1992 - Present
Kingsbridge Holdings, LLC May 2014 - June 2015
Danka Office Imaging 1988 - 1992
Boring Business Systems 1986 - 1988
Cypress Gardens 1983 - 1986
Skills
Finance, Start-ups, Banking, Business Development, Management Consulting, Investments, CRM, Mergers & Acquisitions, Small Business, Leadership, Portfolio Management, Marketing, Strategic Partnerships, Entrepreneurship, Negotiation, Competitive Analysis, Risk Management, Strategic Financial..., Corporate Finance, Credit, Budgets, Financial Modeling, Venture Capital, Pricing, Financial Services, Loans, Valuation, Direct Sales, Training, Asset Management, Asset Based Lending, Credit Analysis, Commercial Lending, Relationship Management, Financial Structuring, Structured Finance, Business Process..., Operations Management, Financial Risk, Small Business Lending, Corporate Development, Acquisition Integration
Education
Oakland Community College 1983 — 1984
N/A, Business
Linden High School 1979 — 1983
High School Diploma
ATEL Capital Group June 2012 - Present
Skills
Finance, Portfolio Management, Asset Management, Alternative Investments, Business Development, Sales Operations
Education
University of California, Berkeley 2007 — 2009
Anthropology, Anthropology
The Aarons Law Firm, APC October 2013 - May 2014
Caliber Magazine September 2012 - July 2013
Private Family April 2012 - July 2013
Camp Edmo June 2011 - August 2011
Contra Costa Midrasha September 2009 - May 2011
Tilly's October 2010 - March 2011
ATEL Capital Group August 2010 - August 2010
Cold Stone Creamery September 2009 - June 2010
Skills
Aesthetics, Creative Writing, Microsoft Office, Mac, Blogging, Social Media, Instagram, Facebook, Intrapersonal Skills, Customer Service, Drawing, Microsoft Word, Organization, Painting, Project Management, Writing, Literature, Philosophy, PowerPoint
Education
Saint Mary's College of California 2014 — 2016
Master's Degree, Creative Writing: Fiction
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Philosophy, 3.8
Academy of Art University 2010 — 2010
None, Fine and Studio Arts
Las Lomas High
ATEL Capital Group September 2014 - Present
ATEL Capital Group December 2013 - September 2014
ATEL Capital Group June 2011 - December 2013
Affinity Medical Solutions January 2010 - June 2011
Skills
Capital Markets, Banking, Corporate Finance, Finance, Marketing Strategy, Financial Analysis, Financial Services, Salesforce.com, Alternative Investments, Due Diligence, Private Equity, Management, Financial Modeling
Education
University of California, Santa Barbara
BA, Business Economics- Accounting Emphasis
De La Salle High School
Square September 2014 - Present
Buca Di Beppo October 2013 - September 2014
The Cheesecake Factory February 2012 - November 2013
ATEL Capital Group July 2012 - October 2012
ATEL Capital Group July 2011 - September 2011
UC Santa Barbara 2009 - 2010
Trader Joe's October 2007 - May 2008
Skills
Linguistics, Sociolinguistics, Corpus Linguistics, Praat, Phonetics, Grammar, Dialects, Teaching English as a..., Microsoft Office, Bilingual, French, Critical Thinking, Creative Writing, Social Networking, PowerPoint, Intercultural..., Customer Service
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (BA), Language, Culture, and Society
ATEL Capital Group April 2012 - Present
Trans Bay Cable LLC December 2009 - January 2012
AMB Property Corporation October 2006 - December 2008
Sanderling Ventures February 2005 - October 2006
Legacy Partners December 2003 - September 2004
PricewaterhouseCoopers September 2000 - June 2003
Skills
Financial Analysis, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Accounting, Venture Capital, GAAP, Corporate Finance, Financial Modeling, Disposition, Investments, Accounting, Management, Mergers & Acquisitions, SEC Filings, Valuation, Due Diligence, US GAAP, Private Equity, Mergers, Portfolio Management
Education
Emory University
BA
Georgia State University
Master
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
ATEL Capital Group March 2015 - Present
DL Designs, LLC May 2014 - Present
Worth Investment Group, LLC August 2011 - March 2014
Frontier Asset Management, LLC December 2008 - September 2011
Provident Asset Management, LLC February 2008 - October 2008
Desert Capital REIT April 2007 - February 2008
AmREIT January 2006 - April 2007
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Hedge Funds, Private Equity, Oil and Gas, Real Estate Investment, Sales Management, Financial Analysis, Financial Planning, Marketing Communications, Fundraising, Strategy, Strategic Financial..., Investments, Portfolio Management, Investment Properties, Asset Management
Education
Texas A&M University
BS, Political Science
Texas A&M University
MBA, Finance
GWG Holdings, Inc. May 2014 - Present
United Realty Advisors, LP March 2013 - May 2014
ATEL Capital Group February 2012 - March 2013
Plymouth REIT December 2010 - February 2012
Realty Capital Securities January 2008 - December 2009
Boston Capital October 2001 - December 2007
LPL Financial May 1998 - September 2001
Skills
Series 7, Public Speaking, Separately Managed..., Investment Properties, Sales Operations, REIT, Business Development, Private Placements, Management, Broker-Dealer, Alternative Investments, Financial Services, Sales, Securities, Investment Advisory, Investments
Education
University of Massachusetts, Amherst
Harborview Medical Center March 2014 - Present
Sutter Health December 2011 - December 2013
Adult Day Health Care Center July 2011 - December 2011
Sac Valley Nursing March 2011 - December 2011
Adult Day Health Care Center May 2011 - July 2011
ATEL Capital Group January 2006 - September 2007
Skills
Nursing, ACLS, Telemetry, BLS, IV, First Aid, Medical/Surgical, Inpatient, Patient Safety, Nursing Education, Patient Advocacy, Epic Systems, Patient Education, Registered Nurses, Acute Care, Microsoft Office, Nursing Process, Hospitals, Medication..., ICU, Healthcare Management, Diabetes Care, Direct Patient Care, Post Anesthesia Care, NRP, Nursing Care
Education
Ohio University 2012 — 2013
Bachelor's degree, Nursing Science
Unitek College 2009 — 2011
ADN, Registered Nursing
UC Santa Barbara
BA
ATEL Capital Group July 2013 - Present
Youku Tudou Inc. December 2011 - May 2013
Marcus Food and Beverage Management Co. March 2010 - November 2011
Bear Stearns June 2006 - August 2008
Bank of America July 2005 - May 2006
Signal Hill Capital July 2002 - May 2004
Deutsche Bank July 2000 - June 2002
Skills
Financial Modeling, Forecasting, Finance, Investment Banking, Mergers, Portfolio Management, Valuation, Mergers & Acquisitions, Strategic Planning, Investor Relations, Equities, Corporate Finance, Due Diligence, Strategy, Business Development, Private Equity, Financial Reporting, Strategic Financial..., Financial Analysis, Corporate Development, Executive Management, IPO, Venture Capital, Investments, Capital Markets, Competitive Analysis, Management, Analysis, Leadership, Start-ups, Asset Management, M&A experience
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA, one year accelerated program, Finance, 3.8 / 4.0
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Acccounting, 3.75 / 4.0
ATEL Capital Group March 2014 - Present
A New Bellissima Spa July 2013 - March 2014
Rule The World Shirts June 2012 - November 2012
ASUCD Coffee House September 2009 - August 2012
Center for Children and Family Studies January 2012 - April 2012
UC Davis Medical Center June 2010 - January 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Research, Customer Service, English, Public Speaking, Windows, Teaching, Strategic Planning
Education
University of California, Davis 2008 — 2012
Bachelor of Science (BS), Human Development
Pacific Gas and Electric Company January 2014 - Present
Pacific Gas and Electric Company April 2012 - January 2014
Helm Financial Corporation October 2011 - March 2012
ATEL Capital Group December 2007 - October 2011
RE/ MAX Today July 2006 - December 2007
Peabody & PLUM Realtors, Inc. July 2004 - March 2006
Skills
Forecasting, SAP, Accounting, Project Planning, Analysis, Microsoft Excel, Management, Portfolio Management, Legal Writing, Financial Analysis, Due Diligence, Contract Management, Project Management, Finance, Budgets, Microsoft Office, Negotiation, Business Analysis, MS Project, Data Analysis, Project Coordination, Microsoft Project
Education
California Polytechnic State University-San Luis Obispo 1999 — 2004
Business Administration, Concentration - International Business; Minor - Economics
Citilabs May 2013 - Present
Junior Achievement Big Bend 2013 - 2014
The Florida Senate January 2013 - May 2013
NRG Industries Inc April 2009 - May 2013
ATEL Capital Group May 2012 - August 2012
Skills
Management, Sales, Marketing Strategy, Social Media, Customer Service, Networking, Due Diligence, Securities, Pricing, Direct Mail, Customer Satisfaction, New Business Development, Public Speaking
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Florida State University 2009 — 2013
Minors, Geology/Earth Science, Environmental Science & Policy
Wells Fargo October 2015 - Present
ATEL Capital Group January 2014 - October 2015
Comerica Bank January 2012 - January 2014
Skills
Credit, Credit Risk, Credit Analysis, Analysis, Financial Analysis, Loans, Financial Modeling, Commercial Lending, Finance, Cash Flow, Microsoft Word, Underwriting, Banking, Investments, Commercial Banking, PowerPoint, Outlook, Access, Microsoft Excel, Teamwork, Corporate Finance, Leadership, Financial Services, Strategic Financial..., Wealth Management, Excel, Word, Customer Service, Microsoft Office, Small Business Lending, Risk Management, Portfolio Management, Cash Flow Lending, Accounting, Private Banking, Retail Banking, Relationship Management, Economics, Asset Based Lending, Due Diligence, Cash Management, Loan Origination, Valuation, Mortgage Lending, Financial Reporting, Auditing, Insurance, Bloomberg, Asset Allocation, Series 63
Education
Baylor University 2009 — 2011
Bachelor of Business Administration (BBA), Finance
Kappa Kappa Gamma January 2013 - May 2015
'Cuse Spot January 2012 - May 2015
ATEL Capital Group 2010 - 2015
Microsoft November 2014 - December 2014
Centric Construction December 2013 - January 2014
Bay Club Marin 2011 - 2013
Barbizon School of San Francisco, Inc. May 2012 - August 2012
Skills
Public Speaking, Microsoft Excel, PowerPoint, Customer Service, Leadership, Microsoft Office, Management, Social Media, Research, Public Relations, Project Management, English, Spanish, International Human..., Human Rights Research, Human Rights, LGBT Rights, Team Leadership, Organizational..., SaaS, Recruiting, Sales, Technical Recruiting
Education
Syracuse University 2012 — 2015
Bachelor of Arts (B.A.), International Law and Legal Studies, Alumna
Syracuse University - Maxwell School 2012 — 2015
International Relations, International Law and Legal Studies, Graduated
ATEL Capital Group November 2007 - January 2015
Macquarie Air Finance Group, San Francisco 2002 - 2007
GATX Capital / Locomotive Leasing Corporation 1985 - 2002
Skills
Equipment Leasing,..., Operations Management, Process Management, Legal Documents, Customer Service, Team Building, Leadership, Project Management, Process Improvement, Program Management, Management, Analysis, Business Analysis
Education
Indiana University Bloomington 2015 — 2019
Master of Arts (M.A.), Education
Chabot College
Associate of Arts (A.A.), Music Teacher Education
San Francisco State University
Bachelor of Arts (B.A.), and also Secondary Teaching Credential, Secondary Education and Teaching
Ruby Peak 2014 - Present
Scalar Partners 2011 - 2013
ATEL Capital Group 2010 - 2011
Iron Capital 2009 - 2010
ICON Investments 2007 - 2009
Empire Financial 2006 - 2007
Skills
Recruiting, Full-life Cycle..., Talent Acquisition, Internet Recruiting, Financial Sales, Alternative Investments, Equities, Securities, Valuation, Investment Banking, Private Placements, Sales Finance, CRM, Venture Capital, CRM Databases, Talent Pipelining, Finance, Management, Investments, Customer Service, Sales, Leadership, Marketing, Microsoft Office
Education
Southern Methodist University Dedman School of Law
Juris Doctor (J.D.), Law
The University of Texas at Austin - Red McCombs School of Business
Bachelor's Degree, Business Administration: Finance/Marketing
ATEL Capital Group 2007 - 2011
GATX Capital Corporation July 1985 - November 2006
GATX 1985 - 2006
GATX Capital 1998 - 2002
Skills
Contract Management, Strategic Planning, Due Diligence, Risk Management, Contract Negotiation, Rail, Financial Analysis
Education
San Francisco State University
Banc of America Leasing October 2006 - Present
ATEL Capital Group April 2000 - September 2006
American Express Equipment Finance August 1998 - March 2000
TAL Financial Corporation January 1992 - July 1998
Skills
Sales Management, Corporate Finance, Credit Analysis, Investments, Asset Managment, Business Development, Credit, Contract Negotiation, Mergers, Investment Banking, Private Equity, Financial Risk, Commercial Lending, Due Diligence, Strategy, Loan Origination, Banking, Financial Structuring, Risk Management, Capital Markets, Portfolio Management, Financial Modeling, Structured Finance, Business Strategy, Business Planning, Financial Services, New Business Development, Strategic Planning, Negotiation, Valuation, Financial Analysis, Finance, Credit Risk, Project Finance, Loans, Mortgage Lending, Asset Management, Relationship Management, Underwriting, Funding, Commercial Banking, Leveraged Finance, Strategic Financial..., Syndications, Middle Market, Alternative Investments, Fixed Income, Restructuring, Securities, Executive Management
Education
Northeastern University 1988 — 1993
BS, Business Administration
AdSemble July 2012 - Present
ATEL Capital Group June 2010 - June 2012
City Lights Theatre 2010 - 2011
Sigma Pi Fraternity 2005 - 2010
Skills
Social Media, Copywriting, Social Media Marketing, Theatre, Social Networking, Event Management, Event Planning, Facebook, Editing, Fundraising, Blogging, Email Marketing, Microsoft Office, Film, Research, Public Relations
Education
San Jose State University 2005 — 2009
Bachelor of Arts (B.A.), Theatre Arts
Capuchino High School 2001 — 2005
ATEL Capital 1994 - 2007
ATEL Capital Group 1994 - 2007
Bell Atlantic Systems Leasing International 1985 - 1994
Bell Atlantic Systems Leasing 1985 - 1994
Handi-Kup 1982 - 1984
The Cyclotron Corp 1980 - 1984
Skills
Portfolio Management, Equities, Loans, Capital Markets, Financial Modeling, Mergers & Acquisitions, Commercial Lending, Corporate Finance, Risk Management, Finance, Investments, Credit Analysis, Strategy, Due Diligence, Credit, Financial Analysis
Education
Stanford University
MS, IE/OR
University of California, Berkeley, Haas School of Business
MBA, Finance Accounting
ATEL Capital Group April 2012 - Present
FFC Consulting August 2003 - Present
Determine Software (LENDX) July 1999 - July 2003
Mellon US Leasing February 1991 - July 1999
Financing for Science & Industry September 1988 - December 1990
Capital Associates International September 1986 - September 1988
Skills
Start-ups, Venture Capital, Commercial Lending, Business Planning, Capital Markets, Strategic Planning, Equities, Banking, Equipment Finance, Management, Finance, Asset Based Lending, Portfolio Management, Private Equity, Corporate Finance, Real Estate, Credit, Relationship Management, Sales, Credit Analysis, Investment Banking, Capital, Business Development, Financial Analysis, Contract Negotiation, Financial Advisory, Due Diligence, Pricing, Financial Structuring, Consulting, Strategic Financial..., Investments, Executive Management, Risk Management, Valuation, Syndications, Asset Management, Financial Modeling, Funding, Loans, Securities, Restructuring, Business Strategy, Leadership, Commercial Leasing, Financial Services
Education
New Rochelle High School
New Rochelle High School
University of Richmond
B.A., English
Kaiser Permanente April 2012 - Present
Volunteer-Hong Kong February 2009 - March 2011
KAISER PERMANENTE March 2005 - September 2008
ATEL CAPITAL GROUP March 2000 - March 2005
GUARDSMARK, INCORPORATED November 1997 - March 2000
Skills
Employee Relations, Performance Management, Benefits Administration, Legal Compliance, Staff Retention, Strategic Initiatives, HRIS, Workforce Planning, Onboarding, Talent Management, PeopleSoft, Succession Planning, Human Resources, Deferred Compensation
Education
Chapman University
M.A., Marriage, Family & Child Counseling
University of Denver
Bachelor of Arts, Psychology; Minor in Sociology
GATX Corporation January 2015 - Present
GATX Corporation January 2001 - December 2014
ATEL Capital Group January 1998 - January 2001
ATEL Capital Group October 1996 - December 1997
GE Capital 1990 - 1996
Skills
Portfolio Management, Financial Structuring, Structured Finance, Commercial Lending, Credit, Asset Management, Corporate Finance, Investments, Capital Markets, Credit Analysis, Due Diligence, Financial Modeling, Financial Analysis, Finance, Risk Management, Banking, Portfolio Managment, Equipment Leasing, Remarketing, Equipment Management, Asset Valuation
Education
San Diego State University-California State University 1982 — 1986
BS, Finance
Syosset High School 1979 — 1982
Convergys November 2014 - Present
The Sandwich Spot July 2011 - August 2014
Luisa's February 2011 - September 2011
Gravity Room March 2010 - January 2011
Blanning and Baker Associates November 2008 - March 2010
ATEL Capital Group December 2007 - April 2008
Skills
Negotiation, Strategic Planning, Project Management, Leadership, Marketing, PowerPoint, Microsoft Office, Contract Negotiation, Microsoft Excel, Customer Service, Public Speaking, Sales, Forecasting, Insurance
Education
Golden Gate University, School of Law 2005 — 2008
Doctor of Law (J.D.)
University of California, Santa Barbara 1999 — 2003
B.A., History
University of California, Santa Barbara 1999 — 2003
Bachelor of Arts, History
ATEL Capital Group June 2015 - Present
BBVA Compass April 2013 - June 2015
Ravioli Oli March 2012 - April 2013
PNC Equipment Finance April 2005 - March 2012
ICX Corporation October 1998 - April 2005
MetLife Capital Corp 1995 - 1998
Skills
Banking, Strategic Planning, Risk Management, Finance, Financial Analysis, Business Strategy, Sales, Credit, Corporate Finance, Portfolio Management, Marketing, Commercial Lending, New Business Development, Commercial Banking, Loans, Investments, Credit Analysis, Leadership, Management, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
M.B.A., All inclusive
Wabash College 1981 — 1985
B.A., Economics
CAI International January 2012 - Present
Atel Capital Group January 2011 - January 2012
Trean,LLC January 2009 - January 2011
All Capital Rail Management January 2006 - December 2008
Trinity Industries January 2004 - December 2005
Flex Leasing Corporation October 1996 - December 2003
Helm Financial Corporation 1991 - 1996
CSX 1977 - 1991
Education
Loyola University Maryland 1986 — 1989
MBA
University of Maryland College Park 1972 — 1976
BA, English/Business Administration
ATEL Capital Group 2013 - Present
Hayden Bergman, Professional Corporation 2013 - 2013
Suntech 2012 - 2012
J.P. Morgan 2008 - 2009
Skills
Legal Research, Due Diligence, Mergers & Acquisitions
Education
UC Hastings College of the Law 2009 — 2012
Doctor of Law (J.D.)
UCLA 2003 — 2007
B.A., Communication Studies; B.A., Political Science
ATEL Capital Group June 2013 - August 2013
Warner Bros. Studios May 2012 - August 2012
Irish Dreamtime January 2012 - May 2012
David Shapira and Associates May 2011 - July 2011
Education
University of Southern California 2010 — 2014
outdoorbalance April 2007 - Present
ATEL Capital Group 2007 - Present
IABC October 2001 - March 2007
The Ardito Group February 1999 - June 2000
Skills
Web Development, Web Marketing, Web Applications, Company Brochures, Sales Brochures, E-commerce SEO, Webmaster Services, Google Analytics, Google Adwords
Education
San Francisco State University 1994 — 1996
Bachelor of Science, Computer Information Systems