Atelier Advisors

Industry: Company

Description

Headquarters: New York City, NY Founder: Lili Balfour Founded: 2007

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Atelier Advisors Employees

Employee
Years
Job
Industry
Renee Lowe Renee Lowe Santa Barbara, California Details
Renee Lowe's Atelier Advisors Experience June 2014 - August 2014
Job Marketing Intern at BlackRock
Industry Marketing and Advertising
Experience
BlackRock  June 2015 - Present
University of California, Santa Barbara  September 2012 - Present
Atelier Advisors   June 2014 - August 2014
Octavia Technologies   June 2013 - September 2013

Skills
Social Media, Writing, Mass Communication, Photoshop, Marketing, Magazines, Editing, Blogging, Press Releases, SEO, Data Entry, cPanel, iModules, Microsoft Office, PowerPoint, Microsoft Excel, WordPress, Research, Web Analytics, Marketing Analytics

Education
University of California, Santa Barbara   2012 — 2016
Bachelor of Arts (B.A.), Communication and Economics

The University of Hong Kong   2014 — 2014
Study Abroad, Business and Economics

Piedmont High School   2008 — 2012
High School Diploma

Medill School of Journalism at Northwestern University   2011 — 2011

Ian Fang Ian Fang San Francisco Bay Area Details
Ian Fang's Atelier Advisors Experience May 2011 - August 2011
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  September 2013 - Present
Andreessen Horowitz  March 2012 - December 2012
Houlihan Lokey  May 2012 - August 2012
Cisco Systems  January 2011 - December 2011
Atelier Advisors   May 2011 - August 2011
Providence Health & Services  May 2010 - August 2010

Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Finance, Investment Banking

Education
Haas School of Business, UC Berkeley   2009 — 2013
B.S., Business Administration

PIN-HSI LIU PIN-HSI LIU Berkeley, California Details
PIN-HSI LIU's Atelier Advisors Experience February 2013 - August 2013
Job Account Manager at Wish
Industry Computer Software
Experience
Wish - Shopping made fun!  January 2014 - Present
U.S. Department of Labor   September 2013 - December 2013
Samsung  June 2013 - August 2013
UC Berkeley  June 2013 - August 2013
Atelier Advisors   February 2013 - August 2013
MiraCosta College  June 2012 - August 2012
Citizen Climate Lobby   March 2012 - May 2012
MiraCosta College  August 2011 - May 2012
Kimberly-Clark Co   July 2008 - August 2008

Skills
Research, Social Media, PowerPoint, Microsoft Office, Public Speaking, Teaching, Higher Education, Microsoft Word, Microsoft Excel, Editing, Data Analysis, Event Planning, Tutoring, Photoshop, Customer Service, Social Media Marketing, Curriculum Development, Windows, Marketing Communications, Programming, Strategic Planning, Project Planning, Negotiation, English, Student Affairs, Teamwork, Marketing Strategy, Marketing, Budgets, Public Relations, Social Networking, Nonprofits, Community Outreach, Leadership, Time Management, Fundraising

Education
UC Berkeley   2012 — 2014
Bachelor of Arts (BA), Economics

MiraCosta College   2010 — 2012
Associate of Arts (AA), Mathematics and Sciences, 4.0

Sino-Canada High School

Sino-Canada High School

Bersabel Tadesse Bersabel Tadesse San Francisco Bay Area Details
Bersabel Tadesse's Atelier Advisors Experience June 2013 - August 2013
Job Private Equity Analyst at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC  August 2014 - Present
Atelier Advisors   June 2013 - August 2013
Bladium Sports & Fitness   September 2012 - January 2013
Designed Good   September 2012 - December 2012
Bladium Sports & Fitness   June 2012 - September 2012

Skills
PowerPoint, Social Media Marketing, Microsoft Excel, Stata, Photoshop, Graphic Design, Illustrator, Microsoft Office, Advertising, Social Networking, Microsoft Word, JMP, Venture Capital, Private Equity

Education
Williams College   2010 — 2014
Bachelor of Arts (BA), Economics, French Lanuguage & Literature, International Studies

The University of Manchester   2013 — 2013
Economics, French Language & Literature, 1st Class Honours

Encinal High School   2006 — 2010
High School Diploma

Dhruv Thakkar Dhruv Thakkar Portland, Oregon Area Details
Dhruv Thakkar's Atelier Advisors Experience January 2013 - April 2013
Job Institutional Investment Associate at Fisher Investments
Industry Financial Services
Experience
Fisher Investments  July 2014 - Present
Apple  October 2011 - May 2014
Fisher Investments  June 2013 - August 2013
Atelier Advisors   January 2013 - April 2013

Skills
Analysis, Economics, Microsoft Office, Finance, Public Speaking, C++, Customer Service, Research, Portfolio Management, C, HTML, Financial Analysis, R, Teamwork, Financial Modeling, Photoshop, Stata, Visual Studio, CSS, Project Management, Valuation, Bloomberg, Sales

Education
University of California, Berkeley   2012 — 2014
Bachelor of Arts (BA), Economics

Diablo Valley College   2010 — 2011
Associate of Arts (AA), Economics

Palm Beach State College   2009 — 2010
Associate of Arts and Sciences (AAS), Computer Science & Economics

Felix Pu Felix Pu San Francisco Bay Area Details
Felix Pu's Atelier Advisors Experience July 2014 - July 2014
Job Investment Banking Summer Analyst at Signal Hill Capital
Industry Financial Services
Experience
Signal Hill Capital  June 2015 - August 2015
Caviar, Inc.   October 2014 - December 2014
Atelier Advisors   July 2014 - July 2014
Ameriprise Financial Services, Inc.   June 2013 - August 2013
Kumon  May 2011 - August 2012

Skills
Microsoft Office

Education
UC Berkeley   2012 — 2016
Bachelor's Degree, Statistics

OpenDoor   2013 — 2013
Bank of America Merrill Lynch: Inside an Investment Bank, Finance

Davis Senior High School   2009 — 2012
High School

Stephanie Hyun Stephanie Hyun San Francisco, California Details
Stephanie Hyun's Atelier Advisors Experience June 2013 - August 2013
Job Student at Boston University Questrom School of Business
Industry
Experience
Zuora  June 2015 - August 2015
Clé Privée   February 2015 - April 2015
CabinetM   September 2014 - November 2014
Mission Bio   July 2014 - August 2014
WegoWise, Inc.   September 2013 - June 2014
Atelier Advisors   June 2013 - August 2013
Devicescape  June 2013 - August 2013
Prudent Energy  July 2012 - August 2012
Library of Congress  June 2011 - July 2011

Skills
Microsoft Excel, Research, Market Research, PowerPoint, French, Salesforce.com, Social Media, Online Research, Microsoft Word, InDesign, Photoshop, Lead Generation, Apple iWorks, Analysis, Business Development, Email Marketing, Start-ups

Education
Boston University Questrom School of Business   2012 — 2016
Bachelor's Degree

Université Paris Dauphine   2015 — 2015

The Urban School of San Francisco   2008 — 2012
High School

Hamlin

Derrick Yee Derrick Yee San Francisco Bay Area Details
Derrick Yee's Atelier Advisors Experience June 2013 - August 2013
Job Student at Cornell University
Industry Computer Software
Experience
Gap Inc./Growth, Innovation, Digital (GID), a division of Gap, Inc.   June 2015 - August 2015
J.P. Morgan   June 2014 - August 2014
Atelier Advisors   June 2013 - August 2013

Skills
Product Development, Leadership, Management, Human Computer..., Teamwork, Research, Financial Modeling, Java, HTML, AJAX, PHP, Event Planning

Education
Cornell University   2012 — 2016
Bachelor's degree, Computer Science

Monta Vista High School   2008 — 2012

Bella Guerra Bella Guerra San Francisco Bay Area Details
Bella Guerra's Atelier Advisors Experience August 2014 - November 2014
Job Event Coordinator at Appreciation Events
Industry Events Services
Experience
Legion, Inc.   June 2015 - Present
Lafayette Park Hotel & Spa  March 2015 - June 2015
Versatile Ink   October 2014 - January 2015
Alpha Phi International Fraternity  November 2013 - January 2015
Atelier Advisors   August 2014 - November 2014
Alpha Phi International Fraternity  January 2013 - November 2013
Menlo Park Legends Baseball  May 2013 - July 2013
Entrepreneur  January 2013 - March 2013
Hilton San Francisco Airport  June 2010 - July 2010

Skills
Troubleshooting PC's, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, iMovie, Highly Ambitious, Success Driven, Flexibility, Exceptional People..., Keen Listener, Outstanding time..., Event Planning, Event Management, Special Events, Public Speaking, Public Relations, Leadership, Performance Motivation, Fundraising, Microsoft Office

Education
San Francisco State University   2011 — 2015
Bachelor of Arts (BA), Communication, General

Burlingame High School   2007 — 2011

Mackenzie Bishop Mackenzie Bishop New York, New York Details
Mackenzie Bishop's Atelier Advisors Experience May 2013 - August 2013
Job Financial Services Advisory
Industry Management Consulting
Experience
EY  June 2015 - August 2015
McGuire Capital Group   May 2014 - July 2014
Monument Partners Pylons   January 2012 - July 2014
Atelier Advisors   May 2013 - August 2013
Centerplate  August 2011 - February 2012
State Farm Insurance  May 2009 - September 2009

Skills
Microsoft Office, Social Networking, Time Management, Team Leadership, Event Planning, Secretarial Skills, Customer Service, Microsoft Excel, Mac OS, Financial Modeling, Marketing, Fundraising, Management, Market Research, Start-ups, PowerPoint, Public Speaking, Social Media, Microsoft Word

Education
New York University, Stern School of Business   2012 — 2016
Bachelor’s Degree, Finance and Management, 3.6

National University of Singapore   2014 — 2014
Bachelor’s Degree, Finance and Management

New York University in London   2014 — 2014
Bachelor’s Degree, Finance and Management

Armijo High School   2008 — 2012
High School, International Baccalaureate (IB) Programme, 4.7

Cherie Tan Cherie Tan San Francisco, California Details
Cherie Tan's Atelier Advisors Experience June 2013 - August 2013
Job Accounting Intern at Plantronics
Industry Accounting
Experience
Plantronics  June 2015 - Present
KPMG  July 2015 - July 2015
UCSC Bay Tree Bookstore   April 2014 - June 2015
Office of the Registrar  November 2013 - May 2014
Atelier Advisors   June 2013 - August 2013
Contact Lens Expo Inc.   July 2010 - September 2010

Skills
Project Planning, Microsoft Office, Social Media, Customer Service, Data Entry, Research, Time Management, Problem Solving, Accounting, Critical Thinking, Managing Deadlines, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Event Planning, Public Speaking

Education
University of California, Santa Cruz   2012 — 2016
Bachelor of Arts (B.A.), Business Management Economics emphasis in accounting

Lowell High School   2008 — 2012
High School

Lili Balfour Lili Balfour San Francisco Bay Area Details
Lili Balfour's Atelier Advisors Experience 2007 - Present
Job Founder of Atelier Advisors. Host of Finance for Entrepreneurs. Author of Master the Finance Game.
Industry Investment Banking
Experience
Atelier Advisors   2007 - Present
Finance for Entrepreneurs   January 2013 - Present
The Wall Street Journal - The Accelerators   2013 - Present
Fox Business Network  2013 - Present
HuffPost Live  2013 - Present
The Huffington Post  2013 - Present
Cain Brothers  2006 - 2007
Edison Group / Cambrian Partners   January 2006 - April 2006
Heller Ehrman Venture Law Group  2002 - 2005
SVB Alliant  1999 - 2001

Skills
Business Planning, Venture Capital, Mergers, Private Equity, Due Diligence, Financial Modeling, Corporate Development, Start-ups, Corporate Finance, Restructuring, Business Strategy, Strategy, Finance, Joint Ventures, Financial Analysis, Equities, Strategic Partnerships, Mergers & Acquisitions, Investor Relations, Acquisitions, Investments, Investment Banking, Valuation, Management, E-commerce, Portfolio Management, Emerging Markets, Entrepreneurship, Analysis, M&A experience, Capital Markets, Angel Investing, Executive Management, Private Placements, IPO, Competitive Analysis, Venture Financing, Enterprise Software, Funding, Early Stage Companies, Capital Raising, Capital, Digital Media, Cleantech, Strategic Consulting, Growth Capital, Business Modeling, Start-up Ventures, Social Entrepreneurship, Crowdfunding

Education
California Polytechnic State University-San Luis Obispo   1991 — 1994
BS, Dual concentrations: Finance and International Management

Justin Harry Fong Justin Harry Fong San Francisco Bay Area Details
Justin Harry Fong's Atelier Advisors Experience December 2010 - September 2011
Job Experienced Analytics Professional | Investor in Diversified ETFs, Startups
Industry Fine Art
Experience
Radford  September 2014 - March 2015
Main Data Group  March 2013 - July 2014
Main Data Group  June 2012 - March 2013
Glass, Lewis & Co.   February 2012 - May 2012
Atelier Advisors   December 2010 - September 2011
Wells Fargo  December 2009 - December 2010

Skills
Microsoft Excel, Bloomberg, Start-ups, Microsoft Office, Executive Compensation..., Deferred Compensation, PowerPoint, Entrepreneurship, Microsoft Power Point, French, Fundraising, Public Relations, Morningstar, Game Theory, Access, Market Research, Management, Data Analysis, Strategy, Microsoft SQL Server, Retirement, Hypothesis Testing, Tableau, SQLite, MS Excel Pivot Tables, Business Analytics, Predictive Analytics, SQL, Microsoft Access, Analysis

Education
Sacramento Entrepreneurship Academy   2010 — 2011
Entrepreneurship

University of California, Santa Cruz   2005 — 2009
Bachelor's Degree, Global Economics

CKM   2001 — 2005

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