Banc of America Securities
Industry: Investment banking company
DescriptionBanc of America Securities LLC, was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquarters: New York City, New York, United States Founded: 1998 Successor: Bank of America Merrill Lynch Ceased operations: 2008 Parent organization: Bank of America
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Banc of America Securities Employees
Employee
Years
Job
Industry
Jamie Lasher Jamie Lasher's Banc of America Securities Experience 2003 - 2008
Job Director at Divco West Properties
Industry Real Estate
Experience
Divco West Properties January 2013 - Present
Piedmont Property 2011 - 2012
ProLogis 2011 - 2012
CalPERS February 2009 - March 2011
Banc of America Securities 2003 - 2008
Morgan Stanley 1998 - 2002
Skills
Real Estate, Real Estate Private..., Investments, Commercial Real Estate, Apartments, Residential Communities, Investment Management, Portfolio Management, Asset Management, Capital Markets, Real Estate Financing, Capital Structure, Investment Strategies, Funding, Acquisitions, Disposition, Fiduciary Management, Asset Allocation, Investor Relations, Investment Banking, Mergers, Private Placements
Education
UC Hastings College of the Law 1988 — 1993
Doctor of Law (J.D.), Real Estate
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1993
MBA, Real Estate
University of California, Berkeley 1984 — 1988
Bachelor of arts, English
Divco West Properties January 2013 - Present
Piedmont Property 2011 - 2012
ProLogis 2011 - 2012
CalPERS February 2009 - March 2011
Banc of America Securities 2003 - 2008
Morgan Stanley 1998 - 2002
Skills
Real Estate, Real Estate Private..., Investments, Commercial Real Estate, Apartments, Residential Communities, Investment Management, Portfolio Management, Asset Management, Capital Markets, Real Estate Financing, Capital Structure, Investment Strategies, Funding, Acquisitions, Disposition, Fiduciary Management, Asset Allocation, Investor Relations, Investment Banking, Mergers, Private Placements
Education
UC Hastings College of the Law 1988 — 1993
Doctor of Law (J.D.), Real Estate
University of California, Berkeley - Walter A. Haas School of Business 1988 — 1993
MBA, Real Estate
University of California, Berkeley 1984 — 1988
Bachelor of arts, English
Chris Symmes Chris Symmes's Banc of America Securities Experience May 2006 - August 2007
Job Associate Brand Manager at Unilever
Industry Marketing and Advertising
Experience
Unilever May 2014 - August 2014
HarperCollins Publishers February 2011 - August 2013
HarperCollins Publishers May 2008 - February 2011
HarperCollins Publishers August 2007 - May 2008
Banc of America Securities May 2006 - August 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Central Florida
Bachelor of Science in Business Administration
Unilever May 2014 - August 2014
HarperCollins Publishers February 2011 - August 2013
HarperCollins Publishers May 2008 - February 2011
HarperCollins Publishers August 2007 - May 2008
Banc of America Securities May 2006 - August 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Central Florida
Bachelor of Science in Business Administration
Barrett Richter's Banc of America Securities Experience December 1999 - April 2004
Job Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2004 - Present
Banc of America Securities December 1999 - April 2004
Education
University of California, Davis 1995 — 1999
Morgan Stanley Private Wealth Management April 2004 - Present
Banc of America Securities December 1999 - April 2004
Education
University of California, Davis 1995 — 1999
Julia Stanley-Metz Julia Stanley-Metz's Banc of America Securities Experience 2007 - 2008
Job Special Events Manager
Industry Events Services
Experience
LJF Events, LLC April 2012 - Present
Children’s Hospital & Research Center Foundation 2010 - 2011
The Leukemia & Lymphoma Society 2009 - 2010
Oxfam 2008 - 2008
Oxfam 2008 - 2008
Banc of America Securities 2007 - 2008
Banc of America Securities January 2004 - 2007
Human Rights Watch January 2004 - 2004
San Francisco Art Institute January 2000 - January 2003
Skills
Fundraising, Event Planning, Event Management, Promotions, Budgeting, Sales, Account Management, Supervisory Skills, Public Speaking, Microsoft Word, Budgets, Customer Service, Nonprofits, Sponsorship
Education
UCLA
BA
Universidad de Pais Vasco
Rio Americano
LJF Events, LLC April 2012 - Present
Children’s Hospital & Research Center Foundation 2010 - 2011
The Leukemia & Lymphoma Society 2009 - 2010
Oxfam 2008 - 2008
Oxfam 2008 - 2008
Banc of America Securities 2007 - 2008
Banc of America Securities January 2004 - 2007
Human Rights Watch January 2004 - 2004
San Francisco Art Institute January 2000 - January 2003
Skills
Fundraising, Event Planning, Event Management, Promotions, Budgeting, Sales, Account Management, Supervisory Skills, Public Speaking, Microsoft Word, Budgets, Customer Service, Nonprofits, Sponsorship
Education
UCLA
BA
Universidad de Pais Vasco
Rio Americano
Mark Dombrowski, CFA Mark Dombrowski, CFA's Banc of America Securities Experience July 2008 - March 2009
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
SunTrust Robinson Humphrey October 2014 - Present
Bank of America Merrill Lynch January 2010 - April 2014
Altegris Investments April 2009 - December 2009
Banc of America Securities July 2008 - March 2009
Context Capital Management, LLC June 2003 - July 2006
Engemann Asset Management June 1997 - August 2001
Skills
Financial Modeling, Private Equity, Hedge Funds, Leadership, Analysis, Capital Markets, Finance, Business Intelligence, Portfolio Management, Investments, Strategy, Corporate Finance, Equities, Mergers, Investment Banking, Due Diligence, Mergers & Acquisitions, Financial Analysis, Valuation, Risk Management, Management, Banking, Securities
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA
Chartered Financial Analyst designation 2003 — 2006
CFA
University of California, San Diego 1999 — 2003
BS
Brian Yoon Brian Yoon's Banc of America Securities Experience 2002 - 2003
Job Vice President at Deerpath Capital Management
Industry Investment Management
Experience
Deerpath Capital Management 2014 - Present
Imperial Capital, LLC 2011 - 2014
Goldman Sachs 2004 - 2009
UBS Investment Bank 2003 - 2004
Banc of America Securities 2002 - 2003
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
M.B.A, Finance
University of Virginia - McIntire School of Commerce 1998 — 2002
B.S, Commerce, Finance and Management
Deerpath Capital Management 2014 - Present
Imperial Capital, LLC 2011 - 2014
Goldman Sachs 2004 - 2009
UBS Investment Bank 2003 - 2004
Banc of America Securities 2002 - 2003
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
M.B.A, Finance
University of Virginia - McIntire School of Commerce 1998 — 2002
B.S, Commerce, Finance and Management
Kimberly Wasiljew Kimberly Wasiljew's Banc of America Securities Experience 2007 - 2007
Job Strategy & Operations Manager Media & Entertainment at Google
Industry Marketing and Advertising
Experience
Google January 2015 - Present
Google 2013 - December 2014
Chatter Inc. 2008 - 2013
Banc of America Securities 2007 - 2007
Mercer 2003 - 2006
Deloitte 2002 - 2002
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
AGSM at University of New South Wales 2007 — 2007
Study Abroad - Australia
University of California, Santa Barbara 1999 — 2003
BA, Economics & Accounting
Lorenzo De' Medici 2002 — 2002
Study Abroad - Italy
Google January 2015 - Present
Google 2013 - December 2014
Chatter Inc. 2008 - 2013
Banc of America Securities 2007 - 2007
Mercer 2003 - 2006
Deloitte 2002 - 2002
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
AGSM at University of New South Wales 2007 — 2007
Study Abroad - Australia
University of California, Santa Barbara 1999 — 2003
BA, Economics & Accounting
Lorenzo De' Medici 2002 — 2002
Study Abroad - Italy
Jeffrey Koons's Banc of America Securities Experience June 2007 - August 2007
Job Vice President at Vista Point Advisors
Industry Investment Banking
Experience
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Vista Point Advisors February 2011 - Present
Joan Rose Foundation January 2010 - Present
Arbor Advisors November 2009 - February 2011
Genentech 2009 - 2009
Fisher Investments September 2008 - November 2008
Banc of America Securities June 2007 - August 2007
Skills
Due Diligence, Microsoft Excel, Salesforce.com, Microsoft Office, Access, MS Project, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
B.S., Finance
Chatham High School 2000 — 2004
Dave Jurgens Dave Jurgens's Banc of America Securities Experience 2000 - 2003
Job Senior Technical Writer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Carmela Anderson Carmela Anderson's Banc of America Securities Experience June 2009 - June 2011
Job Managing Director, Risk Executive at Bank of America
Industry Banking
Experience
Bank of America 2000 - Present
Banc of America Securities June 2009 - June 2011
Skills
Banking, Capital Markets, Portfolio Management, Financial Risk, Credit Risk, Investment Banking, Risk Management, Credit, Derivatives, Financial Services, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Operational Risk
Education
University of California, Berkeley
Bank of America 2000 - Present
Banc of America Securities June 2009 - June 2011
Skills
Banking, Capital Markets, Portfolio Management, Financial Risk, Credit Risk, Investment Banking, Risk Management, Credit, Derivatives, Financial Services, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Operational Risk
Education
University of California, Berkeley
Mark Friesen Mark Friesen's Banc of America Securities Experience 1999 - 2001
Job Chief Financial Officer at Buffalo Inspection Services Inc.
Industry Oil & Energy
Experience
Buffalo Inspection Services Inc. February 2014 - Present
Corporate Financial Consulting December 2012 - February 2014
The Conifer Group, LLC July 2002 - October 2011
Kovell Trading, LLC 2001 - 2002
Banc of America Securities 1999 - 2001
Ernst & Young 1996 - 1999
Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Finance, Bloomberg, Due Diligence, Alternative Investments, Fixed Income, Securities, Fund Of Funds, Portfolio Management, Series 7, Series 63, Derivatives, Internal Controls, Valuation, Private Equity, Financial Analysis, Financial Services, Risk Management, Financial Markets, Asset Management, Trading
Education
Chartered Accountant 1996 — 1999
Chartered Accountant
University of Alberta 1992 — 1996
Bachelor of Commerce, Accounting and Finance
CICBV
CICBV
Buffalo Inspection Services Inc. February 2014 - Present
Corporate Financial Consulting December 2012 - February 2014
The Conifer Group, LLC July 2002 - October 2011
Kovell Trading, LLC 2001 - 2002
Banc of America Securities 1999 - 2001
Ernst & Young 1996 - 1999
Skills
Hedge Funds, Equities, Capital Markets, Asset Managment, Investments, Finance, Bloomberg, Due Diligence, Alternative Investments, Fixed Income, Securities, Fund Of Funds, Portfolio Management, Series 7, Series 63, Derivatives, Internal Controls, Valuation, Private Equity, Financial Analysis, Financial Services, Risk Management, Financial Markets, Asset Management, Trading
Education
Chartered Accountant 1996 — 1999
Chartered Accountant
University of Alberta 1992 — 1996
Bachelor of Commerce, Accounting and Finance
CICBV
CICBV
Desi Co Desi Co's Banc of America Securities Experience 1997 - 2003
Job Managing Partner at Accord Group Holdings LLC
Industry Investment Banking
Experience
Accord Group Holdings LLC October 2012 - Present
Compass Equity Advisors LLC October 2006 - Present
Macquarie Capital November 2010 - September 2012
Presidio Partners LLC 2003 - November 2010
Banc of America Securities 1997 - 2003
Ernst & Young September 1992 - June 1995
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance
University of California, Los Angeles 1987 — 1992
BA, Business Economics
Accord Group Holdings LLC October 2012 - Present
Compass Equity Advisors LLC October 2006 - Present
Macquarie Capital November 2010 - September 2012
Presidio Partners LLC 2003 - November 2010
Banc of America Securities 1997 - 2003
Ernst & Young September 1992 - June 1995
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Finance
University of California, Los Angeles 1987 — 1992
BA, Business Economics
Katie Hustead Katie Hustead's Banc of America Securities Experience 2000 - 2002
Job Owner at Paper Moon Moves LLC
Industry Civic & Social Organization
Experience
Paper Moon Moves LLC January 2010 - Present
AIG 2007 - 2010
AIG 2002 - 2007
Banc of America Securities 2000 - 2002
Newberry Library 1993 - 1996
Skills
Executive Management, Seniors, Strategic Planning, Entrepreneurship, Public Speaking, Management, Sales Management, Risk Management, Leadership, Small Business, New Business Development, Relocation, Nonprofits, Business Strategy, Business Development, Marketing, Venture Capital, Contract Negotiation, Credit, Sorting, Start-ups, Management Consulting, Social Media, Program Management, Healthcare, Investments, Organizational..., Strategy, Downsizing, Business Planning, Mergers & Acquisitions, Leadership Development, Team Building, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
The University of Chicago 1988 — 1993
BA, History
South Lakes High School
Paper Moon Moves LLC January 2010 - Present
AIG 2007 - 2010
AIG 2002 - 2007
Banc of America Securities 2000 - 2002
Newberry Library 1993 - 1996
Skills
Executive Management, Seniors, Strategic Planning, Entrepreneurship, Public Speaking, Management, Sales Management, Risk Management, Leadership, Small Business, New Business Development, Relocation, Nonprofits, Business Strategy, Business Development, Marketing, Venture Capital, Contract Negotiation, Credit, Sorting, Start-ups, Management Consulting, Social Media, Program Management, Healthcare, Investments, Organizational..., Strategy, Downsizing, Business Planning, Mergers & Acquisitions, Leadership Development, Team Building, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2000
MBA
The University of Chicago 1988 — 1993
BA, History
South Lakes High School
Chelsea E. Ialeggio Chelsea E. Ialeggio's Banc of America Securities Experience March 1998 - May 2003
Job Senior Sales Associate at Decker Bullock Sotheby's 415.300.6881
Industry Real Estate
Experience
Decker Bullock Sotheby's June 2012 - Present
Marin Association of Realtors January 2010 - December 2012
Frank Howard Allen January 2010 - June 2012
McGuire Real Estate June 2009 - January 2010
Italian Villa Rentals 2000 - 2010
Vision Real Estate January 2008 - June 2009
City of Dreams 2008 - 2009
PRUDENTIAL REAL ESTATE February 2007 - October 2007
PACIFIC UNION GMAC REAL ESTATE November 2003 - October 2007
Banc of America Securities March 1998 - May 2003
Skills
Real Estate, Luxury, Condos, Sellers, Buyer Representation, Investment Properties, First Time Home Buyers, Residential Homes, Buyers, Selling, Negotiation, Marketing, Listings, Referrals, Relocation, Short Sales, Single Family Homes, Sales, Investors, Real Estate Transactions
Education
University of California, Davis 1989 — 1993
Bachelor of Arts, Communications
Redwood High School 1986 — 1989
Decker Bullock Sotheby's June 2012 - Present
Marin Association of Realtors January 2010 - December 2012
Frank Howard Allen January 2010 - June 2012
McGuire Real Estate June 2009 - January 2010
Italian Villa Rentals 2000 - 2010
Vision Real Estate January 2008 - June 2009
City of Dreams 2008 - 2009
PRUDENTIAL REAL ESTATE February 2007 - October 2007
PACIFIC UNION GMAC REAL ESTATE November 2003 - October 2007
Banc of America Securities March 1998 - May 2003
Skills
Real Estate, Luxury, Condos, Sellers, Buyer Representation, Investment Properties, First Time Home Buyers, Residential Homes, Buyers, Selling, Negotiation, Marketing, Listings, Referrals, Relocation, Short Sales, Single Family Homes, Sales, Investors, Real Estate Transactions
Education
University of California, Davis 1989 — 1993
Bachelor of Arts, Communications
Redwood High School 1986 — 1989
Claudia Della Mora's Banc of America Securities Experience August 2005 - October 2008
Job Investor and CEO at Black Legend Capital
Industry Investment Banking
Experience
Black Legend Capital December 2010 - Present
OFS Capital Group May 2010 - April 2012
THE BOHBOT FAMILY FOUNDATION April 2009 - December 2010
Partnership Capital Growth Advisors October 2008 - May 2010
Banc of America Securities August 2005 - October 2008
Hadley Partners, Inc. June 2005 - August 2005
The Shemano Group October 2004 - May 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Investments, Valuation, Joint Ventures, Entrepreneurship, Financial Structuring, Emerging Markets, Due Diligence, M&A experience, Banking, Analysis, Business Planning, LBO, Finance, Financial Accounting, Leadership, Project Finance, Corporate Development, Funding, Structured Finance, Derivatives, Trading, Start-ups, Fixed Income, Real Estate, Asset Managment, Energy, Strategic Financial..., Renewable Energy, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Restructuring, Financial Analysis, Management, Capital, Alternative Investments, Equities, Capital Markets, Investment Strategies, Financial Markets, Asset Management, Venture Capital, Portfolio Management, Investor Relations, IPO, DCF, Business Valuation
Education
Training The Street 2005 — 2005
NYC Investment Banking Training
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics, Business, Math
Citizenships: U.S.A. and E.U.
Black Legend Capital December 2010 - Present
OFS Capital Group May 2010 - April 2012
THE BOHBOT FAMILY FOUNDATION April 2009 - December 2010
Partnership Capital Growth Advisors October 2008 - May 2010
Banc of America Securities August 2005 - October 2008
Hadley Partners, Inc. June 2005 - August 2005
The Shemano Group October 2004 - May 2005
Skills
Private Equity, Investment Banking, Financial Modeling, Investments, Valuation, Joint Ventures, Entrepreneurship, Financial Structuring, Emerging Markets, Due Diligence, M&A experience, Banking, Analysis, Business Planning, LBO, Finance, Financial Accounting, Leadership, Project Finance, Corporate Development, Funding, Structured Finance, Derivatives, Trading, Start-ups, Fixed Income, Real Estate, Asset Managment, Energy, Strategic Financial..., Renewable Energy, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Restructuring, Financial Analysis, Management, Capital, Alternative Investments, Equities, Capital Markets, Investment Strategies, Financial Markets, Asset Management, Venture Capital, Portfolio Management, Investor Relations, IPO, DCF, Business Valuation
Education
Training The Street 2005 — 2005
NYC Investment Banking Training
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Economics, Business, Math
Citizenships: U.S.A. and E.U.
Scott C. Pierce Scott C. Pierce's Banc of America Securities Experience March 2006 - August 2009
Job Director at Amherst Pierpont Securities
Industry Investment Banking
Experience
Amherst Pierpont Securities November 2009 - Present
E.E. Mixon Second Dragoons Foundation June 2004 - Present
U.S. Army Reserves May 1986 - Present
Banc of America Securities March 2006 - August 2009
JP Morgan June 1993 - October 2001
Skills
Banking, Military, Security Clearance, Organizational..., Program Management, Risk Management, Investment Banking, Team Building, Bonds, Securities, Business Development, Strategic Planning, Army, Leadership, Operations Management, National Security, DoD, Defense, Command, Government, Operational Planning, Government Contracting, Intelligence, Military Operations, Intelligence Analysis, Crisis Management, Information Assurance
Education
US Army War College 2007 — 2009
Masters of Strategic Studies, Strategic Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
United States Military Academy at West Point 1982 — 1986
BS, International Relations
Amherst Pierpont Securities November 2009 - Present
E.E. Mixon Second Dragoons Foundation June 2004 - Present
U.S. Army Reserves May 1986 - Present
Banc of America Securities March 2006 - August 2009
JP Morgan June 1993 - October 2001
Skills
Banking, Military, Security Clearance, Organizational..., Program Management, Risk Management, Investment Banking, Team Building, Bonds, Securities, Business Development, Strategic Planning, Army, Leadership, Operations Management, National Security, DoD, Defense, Command, Government, Operational Planning, Government Contracting, Intelligence, Military Operations, Intelligence Analysis, Crisis Management, Information Assurance
Education
US Army War College 2007 — 2009
Masters of Strategic Studies, Strategic Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
United States Military Academy at West Point 1982 — 1986
BS, International Relations
William Rothman William Rothman's Banc of America Securities Experience August 1992 - June 2001
Job Chief Financial Officer at Boulder Ventures Development, Inc
Industry Financial Services
Experience
Boulder Ventures Development, Inc July 2010 - Present
RR Partners March 2010 - Present
Conix, Inc June 2010 - October 2010
OneWest Bank April 2009 - March 2010
Indymac Bank October 2004 - March 2009
Washington Mutual July 2001 - September 2004
Banc of America Securities August 1992 - June 2001
Zellner Communities LP October 1989 - July 1992
Glenfed Development April 1988 - October 1989
Security Pacific Bank 1985 - 1988
Skills
Economics, Mergers, Finance, Capital Markets, Restructuring, Capital Raising, Managerial Finance, Corporate Finance, Banking, Due Diligence, Leadership, Loans, Management, Mergers & Acquisitions, Real Estate, Real Estate Economics, Start-ups, Strategic Planning, Strategy, Venture Capital
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Real Estate Finance
University of California, Davis 1977 — 1981
BA, International Relations
The Branson School
Boulder Ventures Development, Inc July 2010 - Present
RR Partners March 2010 - Present
Conix, Inc June 2010 - October 2010
OneWest Bank April 2009 - March 2010
Indymac Bank October 2004 - March 2009
Washington Mutual July 2001 - September 2004
Banc of America Securities August 1992 - June 2001
Zellner Communities LP October 1989 - July 1992
Glenfed Development April 1988 - October 1989
Security Pacific Bank 1985 - 1988
Skills
Economics, Mergers, Finance, Capital Markets, Restructuring, Capital Raising, Managerial Finance, Corporate Finance, Banking, Due Diligence, Leadership, Loans, Management, Mergers & Acquisitions, Real Estate, Real Estate Economics, Start-ups, Strategic Planning, Strategy, Venture Capital
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Real Estate Finance
University of California, Davis 1977 — 1981
BA, International Relations
The Branson School
CK KARKHANIS CK KARKHANIS's Banc of America Securities Experience June 2003 - April 2005
Job At
Industry Cosmetics
Experience
Archer salon September 2014 - Present
Sharon Dorram at Sally Hershberger March 2011 - July 2014
L'Oreal April 2005 - October 2007
Banc of America Securities June 2003 - April 2005
Skills
Beauty Industry, Marketing, Fashion, Balayage, Product Development, Styling
Education
University of California, Berkeley 1998 — 2002
ba / bs, business, political science
Archer salon September 2014 - Present
Sharon Dorram at Sally Hershberger March 2011 - July 2014
L'Oreal April 2005 - October 2007
Banc of America Securities June 2003 - April 2005
Skills
Beauty Industry, Marketing, Fashion, Balayage, Product Development, Styling
Education
University of California, Berkeley 1998 — 2002
ba / bs, business, political science
Greg Fink Greg Fink's Banc of America Securities Experience May 2006 - 2008
Job Vice President at Fidelity Investments IWS
Industry Financial Services
Experience
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Beth Tangney Beth Tangney's Banc of America Securities Experience March 2004 - May 2006
Job Senior Insider Trading Analyst at 3DAdvisors, LLC
Industry Financial Services
Experience
3DAdvisors, LLC February 2014 - Present
Financial Industry Regulatory Authority August 2013 - Present
Merrill Lynch Wealth Management, Global Investment Solutions May 2006 - March 2012
Banc of America Securities March 2004 - May 2006
Banc of America Securities/Banc of America Investment Services, Inc. January 2002 - March 2004
Montgomery Securities/NationsBanc Montgomery Securities April 1998 - January 2004
Montgomery Securities July 1993 - April 1998
Skills
Series 7, Series 63, Wealth Management, Equities, Securities, Series 8, Rule 144, SEC filings, Section 16, 10b5-1 Plans, Capital Markets, IPO, Insider Trading, Project Management, Stock Compensation
Education
University of California, Berkeley
Bachelor of Arts, Political Science/Religious Studies
3DAdvisors, LLC February 2014 - Present
Financial Industry Regulatory Authority August 2013 - Present
Merrill Lynch Wealth Management, Global Investment Solutions May 2006 - March 2012
Banc of America Securities March 2004 - May 2006
Banc of America Securities/Banc of America Investment Services, Inc. January 2002 - March 2004
Montgomery Securities/NationsBanc Montgomery Securities April 1998 - January 2004
Montgomery Securities July 1993 - April 1998
Skills
Series 7, Series 63, Wealth Management, Equities, Securities, Series 8, Rule 144, SEC filings, Section 16, 10b5-1 Plans, Capital Markets, IPO, Insider Trading, Project Management, Stock Compensation
Education
University of California, Berkeley
Bachelor of Arts, Political Science/Religious Studies
Edward Vaccaro, CPA's Banc of America Securities Experience 1995 - May 2007
Job Business Finance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
Dan Block's Banc of America Securities Experience 2001 - 2003
Job Sr. VP, Client Portfolio Manager
Industry Financial Services
Experience
NWQ Investment Management September 2011 - Present
Arnerich Massena, Inc July 2005 - August 2011
HighMark Capital Management 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investments, Investment Strategies, Fixed Income, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Securities, Investment Management, Series 7, Series 63
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
NWQ Investment Management September 2011 - Present
Arnerich Massena, Inc July 2005 - August 2011
HighMark Capital Management 2003 - 2005
Banc of America Securities 2001 - 2003
Skills
Alternative Investments, Equities, Mutual Funds, Hedge Funds, Asset Allocation, Investments, Investment Strategies, Fixed Income, Wealth Management, Asset Managment, Portfolio Management, Investment Advisory, Securities, Investment Management, Series 7, Series 63
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics
Matthew Palamountain Matthew Palamountain's Banc of America Securities Experience March 2005 - March 2009
Job CFO/Business Development at Klinche
Industry Venture Capital & Private Equity
Experience
Klinche, Inc. October 2014 - Present
ACRE Education - Non-Profit May 2013 - October 2014
HSBC Global Banking and Markets January 2010 - 2013
Banc of America Securities March 2005 - March 2009
Citigroup March 2000 - March 2005
Merrill Lynch August 1997 - March 2000
Goldman Sachs January 1994 - September 1996
Skills
Fixed Income, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Financial Modeling, Management, Investments, Alternative Investments, Securities, High Yield, Bonds, Investment Management, Business Strategy, Series 7, Credit, Emerging Markets, Portfolio Management, Private Equity, REIT, Asset Management, Series 63, Impact Investing, Equities, Financial Advisory, Valuation, Credit Derivatives, Mergers, Tax-advantaged..., Global Investment..., Argus Modeling, Investment Strategies, Bloomberg, Options, Trading, Derivatives, Structured Finance, Financial Structuring, Venture Capital, Financial Services, Asset Allocation, Equity Research, Financial Markets, IPO, Distressed Debt, Distressed M&A, Charter Schools, Non-profit..., SAP Implementation
Education
University of Cambridge 1995 — 1997
MBA, International Finance
University of California, Berkeley 1988 — 1993
BA
Klinche, Inc. October 2014 - Present
ACRE Education - Non-Profit May 2013 - October 2014
HSBC Global Banking and Markets January 2010 - 2013
Banc of America Securities March 2005 - March 2009
Citigroup March 2000 - March 2005
Merrill Lynch August 1997 - March 2000
Goldman Sachs January 1994 - September 1996
Skills
Fixed Income, Investment Banking, Capital Markets, Mergers & Acquisitions, Hedge Funds, Finance, Financial Modeling, Management, Investments, Alternative Investments, Securities, High Yield, Bonds, Investment Management, Business Strategy, Series 7, Credit, Emerging Markets, Portfolio Management, Private Equity, REIT, Asset Management, Series 63, Impact Investing, Equities, Financial Advisory, Valuation, Credit Derivatives, Mergers, Tax-advantaged..., Global Investment..., Argus Modeling, Investment Strategies, Bloomberg, Options, Trading, Derivatives, Structured Finance, Financial Structuring, Venture Capital, Financial Services, Asset Allocation, Equity Research, Financial Markets, IPO, Distressed Debt, Distressed M&A, Charter Schools, Non-profit..., SAP Implementation
Education
University of Cambridge 1995 — 1997
MBA, International Finance
University of California, Berkeley 1988 — 1993
BA
Michael Tomasch's Banc of America Securities Experience April 2001 - January 2004
Job Account Executive at Pandora
Industry Internet
Experience
Pandora February 2013 - Present
UBS Private Wealth Management September 2008 - May 2012
Lehman Brothers January 2004 - September 2008
Banc of America Securities April 2001 - January 2004
Montgomery Securities September 1999 - April 2001
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Business Development, Mobile Advertising, Asset Management, Strategic Partnerships, Investments, Mobile Devices, Sales, Marketing Strategy, Online Advertising
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Mammoth High School 1990 — 1994
Pandora February 2013 - Present
UBS Private Wealth Management September 2008 - May 2012
Lehman Brothers January 2004 - September 2008
Banc of America Securities April 2001 - January 2004
Montgomery Securities September 1999 - April 2001
Skills
Series 7, Series 63, Series 65, Asset Allocation, Wealth Management, Business Development, Mobile Advertising, Asset Management, Strategic Partnerships, Investments, Mobile Devices, Sales, Marketing Strategy, Online Advertising
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Business Economics
Mammoth High School 1990 — 1994
Stefanie Paletz Stefanie Paletz's Banc of America Securities Experience June 2003 - May 2004
Job Advertising Director, The New York Times
Industry Online Media
Experience
The New York Times July 2008 - Present
Yahoo! May 2007 - June 2008
NBC Universal June 2005 - April 2007
NBC Universal June 2004 - May 2005
Banc of America Securities June 2003 - May 2004
Time Inc. October 2000 - June 2003
Skills
Oral & Written..., Organizational..., Multi Tasking, Management, People Skills, Interpersonal Skill, Advertising Sales, Digital Strategy, Entertainment, Digital Media, Advertising, Online Advertising, Digital Marketing, Mobile Advertising, Online Marketing, New Media, Marketing, Business Development, Integrated Marketing, Television
Education
University of California, Berkeley 1996 — 2000
BA, Communications
Scuola Lorenzo di Medici 1999 — 1999
Communications, Art, Italian
The New York Times July 2008 - Present
Yahoo! May 2007 - June 2008
NBC Universal June 2005 - April 2007
NBC Universal June 2004 - May 2005
Banc of America Securities June 2003 - May 2004
Time Inc. October 2000 - June 2003
Skills
Oral & Written..., Organizational..., Multi Tasking, Management, People Skills, Interpersonal Skill, Advertising Sales, Digital Strategy, Entertainment, Digital Media, Advertising, Online Advertising, Digital Marketing, Mobile Advertising, Online Marketing, New Media, Marketing, Business Development, Integrated Marketing, Television
Education
University of California, Berkeley 1996 — 2000
BA, Communications
Scuola Lorenzo di Medici 1999 — 1999
Communications, Art, Italian
Nicholas Horton Nicholas Horton's Banc of America Securities Experience July 2006 - June 2008
Job Senior Analyst Intern at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente October 2014 - Present
Visa June 2013 - August 2013
Stanford University July 2008 - July 2011
Banc of America Securities July 2006 - June 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Nonprofits, Microsoft Word, Financial Analysis, Strategic Planning
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA), Emphasis in Finance, Technology and Entrepreneurship
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Thacher School 1998 — 2002
Kaiser Permanente October 2014 - Present
Visa June 2013 - August 2013
Stanford University July 2008 - July 2011
Banc of America Securities July 2006 - June 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Nonprofits, Microsoft Word, Financial Analysis, Strategic Planning
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA), Emphasis in Finance, Technology and Entrepreneurship
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Thacher School 1998 — 2002
Will Quist Will Quist's Banc of America Securities Experience August 2005 - July 2007
Job Managing Director at Industry Ventures
Industry Venture Capital & Private Equity
Experience
Industry Ventures 2010 - Present
Industry Ventures 2009 - 2010
Industry Ventures 2007 - 2009
Banc of America Securities August 2005 - July 2007
AlwaysOn Network August 2004 - July 2005
Education
University of California, Berkeley 1999 — 2003
Bellarmine College Preparatory 1995 — 1999
Industry Ventures 2010 - Present
Industry Ventures 2009 - 2010
Industry Ventures 2007 - 2009
Banc of America Securities August 2005 - July 2007
AlwaysOn Network August 2004 - July 2005
Education
University of California, Berkeley 1999 — 2003
Bellarmine College Preparatory 1995 — 1999
Todd Richey, CFA Todd Richey, CFA's Banc of America Securities Experience 1998 - 2003
Job Wealth Management, Corporate Finance, M&A
Industry Investment Management
Experience
Integrated Wealth Advisors LLC January 2011 - Present
University of California, Irvine June 2003 - Present
CFA Society of Orange County June 2010 - May 2011
Bank of America Merrill Lynch September 2007 - September 2010
Banc of America Securities 1998 - 2003
BNP Paribas 1997 - 1998
Bumble Bee Seafoods January 1993 - January 1995
Heller Financial 1988 - 1993
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Valuation, Asset Managment, Mergers, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Capital Markets, Alternative Investments, Risk Management, Finance, Private Equity, Economics, Investment Management, Business Strategy, Derivatives, Portfolio Optimization, Executive Management, Mergers & Acquisitions, Strategic Planning, Wealth Management, Asset Management, Market Analysis, Analysis, Strategy, Equities, LBO
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA, Finance
University of Southern California - Marshall School of Business 1984 — 1988
BS, Business
Integrated Wealth Advisors LLC January 2011 - Present
University of California, Irvine June 2003 - Present
CFA Society of Orange County June 2010 - May 2011
Bank of America Merrill Lynch September 2007 - September 2010
Banc of America Securities 1998 - 2003
BNP Paribas 1997 - 1998
Bumble Bee Seafoods January 1993 - January 1995
Heller Financial 1988 - 1993
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Valuation, Asset Managment, Mergers, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Capital Markets, Alternative Investments, Risk Management, Finance, Private Equity, Economics, Investment Management, Business Strategy, Derivatives, Portfolio Optimization, Executive Management, Mergers & Acquisitions, Strategic Planning, Wealth Management, Asset Management, Market Analysis, Analysis, Strategy, Equities, LBO
Education
University of California, Irvine - The Paul Merage School of Business 1995 — 1997
MBA, Finance
University of Southern California - Marshall School of Business 1984 — 1988
BS, Business
Synta Bogan Synta Bogan's Banc of America Securities Experience August 1997 - November 2000
Job Financial Analyst at UC Berkeley
Industry Education Management
Experience
UC Berkeley February 2010 - Present
Herb Thomas and Associates - Fiduciary Services March 2008 - May 2009
DreamBuilders September 2003 - March 2008
UC Berkeley February 2002 - August 2003
Truis Corporation November 2000 - February 2002
Banc of America Securities August 1997 - November 2000
Skills
Customer Relations, PowerPoint, Excel, Access, Accounting, Nonprofits, QuickBooks, Outlook, Event Planning, Research, Administrative..., Microsoft Office, Office Management, Analysis, Leadership, Budgets, Community Outreach, Strategic Planning, Editing, Accounts Receivable, Project Planning, Troubleshooting, Business Analysis, Contract Management, Finance, Databases, Bookkeeping, Contract Negotiation, Leadership Development, Event Management, Higher Education, Customer Service, Microsoft Excel, Events Coordination, Training, Project Management, Operations Management
Education
University of California, Berkeley 2001 — 2003
Bachelor of Arts
Foothill College 1989 — 1991
Associate Science (AS)
UC Berkeley February 2010 - Present
Herb Thomas and Associates - Fiduciary Services March 2008 - May 2009
DreamBuilders September 2003 - March 2008
UC Berkeley February 2002 - August 2003
Truis Corporation November 2000 - February 2002
Banc of America Securities August 1997 - November 2000
Skills
Customer Relations, PowerPoint, Excel, Access, Accounting, Nonprofits, QuickBooks, Outlook, Event Planning, Research, Administrative..., Microsoft Office, Office Management, Analysis, Leadership, Budgets, Community Outreach, Strategic Planning, Editing, Accounts Receivable, Project Planning, Troubleshooting, Business Analysis, Contract Management, Finance, Databases, Bookkeeping, Contract Negotiation, Leadership Development, Event Management, Higher Education, Customer Service, Microsoft Excel, Events Coordination, Training, Project Management, Operations Management
Education
University of California, Berkeley 2001 — 2003
Bachelor of Arts
Foothill College 1989 — 1991
Associate Science (AS)
Bryce Herman, CFA, CFP®, CDFA Bryce Herman, CFA, CFP®, CDFA's Banc of America Securities Experience August 1999 - February 2002
Job Senior Portfolio Manager, First Vice PresidentWealth Mgmt with Chrysalis Wealth Partners UBS Financial Services, Inc.
Industry Financial Services
Experience
Chrysalis Wealth Partners - UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley April 2002 - November 2008
Banc of America Securities August 1999 - February 2002
Education
University of California, San Diego 1995 — 1999
B.A., Economics
Chrysalis Wealth Partners - UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley April 2002 - November 2008
Banc of America Securities August 1999 - February 2002
Education
University of California, San Diego 1995 — 1999
B.A., Economics
Travis Tam, CFP®'s Banc of America Securities Experience 2004 - 2005
Job Financial Advisor at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC October 2005 - Present
The Bailey Group August 2011 - December 2014
AXA Advisors May 2005 - May 2013
Banc of America Securities 2004 - 2005
BofA 2001 - 2004
Education
University of California, Santa Barbara 1997 — 2001
DLS
AXA Advisors, LLC October 2005 - Present
The Bailey Group August 2011 - December 2014
AXA Advisors May 2005 - May 2013
Banc of America Securities 2004 - 2005
BofA 2001 - 2004
Education
University of California, Santa Barbara 1997 — 2001
DLS
Greg Kosinski Greg Kosinski's Banc of America Securities Experience July 2005 - April 2008
Job Private Investor and CoFounder at Lemon Drop Gifts
Industry Financial Services
Experience
Lemon Drop Gifts January 2014 - Present
SFTrust July 2010 - November 2010
SFTrust April 2009 - June 2010
Banc of America Securities July 2005 - April 2008
UBS Investment Bank April 2004 - July 2005
Banc of America Securities August 2002 - April 2004
Salomon Brothers August 1990 - January 1998
Education
University of Calgary 1987 — 1989
B.Comm
University of Calgary 1983 — 1987
B.Arts
Lemon Drop Gifts January 2014 - Present
SFTrust July 2010 - November 2010
SFTrust April 2009 - June 2010
Banc of America Securities July 2005 - April 2008
UBS Investment Bank April 2004 - July 2005
Banc of America Securities August 2002 - April 2004
Salomon Brothers August 1990 - January 1998
Education
University of Calgary 1987 — 1989
B.Comm
University of Calgary 1983 — 1987
B.Arts
Ben Mallinger Ben Mallinger's Banc of America Securities Experience September 2008 - January 2010
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL January 2010 - Present
Banc of America Securities September 2008 - January 2010
Edward Jones August 2005 - August 2008
Prudential Overall Supply April 2001 - August 2005
USMC July 1999 - March 2004
Skills
Retirement Planning, Investments, Securities, Wealth, Series 7, Wealth Management, Series 63, Strategic Financial..., IRAs, Mutual Funds, Fixed Annuities, Retirement
Education
University of California, Davis 1994 — 1999
B.S., Agricultural and Managerial Economics
UCHS
LPL January 2010 - Present
Banc of America Securities September 2008 - January 2010
Edward Jones August 2005 - August 2008
Prudential Overall Supply April 2001 - August 2005
USMC July 1999 - March 2004
Skills
Retirement Planning, Investments, Securities, Wealth, Series 7, Wealth Management, Series 63, Strategic Financial..., IRAs, Mutual Funds, Fixed Annuities, Retirement
Education
University of California, Davis 1994 — 1999
B.S., Agricultural and Managerial Economics
UCHS
Erica Roselius Erica Roselius's Banc of America Securities Experience November 2000 - September 2003
Job Marketing Director | Wellness Program Developer
Industry Health, Wellness and Fitness
Experience
Driven Fitness 2008 - Present
Fitness Evolution January 2007 - July 2008
Argent Mortgage Company August 2004 - September 2006
Banc of America Securities November 2000 - September 2003
NBC Olympics 2000 - 2000
Skills
Brand Development, Brand Marketing, Relationship Building, Sales, Business Development, Email Marketing, Social Media Marketing, Budgeting, Public Relations, Community Engagement, Leadership Training, Relationship Marketing, Fitness, Personal Training, Community Outreach, Marketing, Strength Training, Public Speaking, Weight Training, Event Management, Fitness Training, Wellness Coaching, Wellness, Sponsorship, Advertising, Functional Training, Nutrition, Exercise Physiology, Circuit Training, Cardio, Endurance, Nutritional Counseling, Lifestyle, Athletics, Event Planning
Education
University of San Francisco 2001 — 2003
Master's degree, Sport Management
University of California, Davis 1996 — 2000
Bachelor's degree, Kinesiology and Exercise Science
Driven Fitness 2008 - Present
Fitness Evolution January 2007 - July 2008
Argent Mortgage Company August 2004 - September 2006
Banc of America Securities November 2000 - September 2003
NBC Olympics 2000 - 2000
Skills
Brand Development, Brand Marketing, Relationship Building, Sales, Business Development, Email Marketing, Social Media Marketing, Budgeting, Public Relations, Community Engagement, Leadership Training, Relationship Marketing, Fitness, Personal Training, Community Outreach, Marketing, Strength Training, Public Speaking, Weight Training, Event Management, Fitness Training, Wellness Coaching, Wellness, Sponsorship, Advertising, Functional Training, Nutrition, Exercise Physiology, Circuit Training, Cardio, Endurance, Nutritional Counseling, Lifestyle, Athletics, Event Planning
Education
University of San Francisco 2001 — 2003
Master's degree, Sport Management
University of California, Davis 1996 — 2000
Bachelor's degree, Kinesiology and Exercise Science
Robert Bogolub Robert Bogolub's Banc of America Securities Experience June 2007 - March 2009
Job Case Team Leader at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2013 - Present
Haas School of Business August 2011 - May 2013
Bain & Company June 2012 - August 2012
Apple Inc. February 2011 - July 2011
Apple Inc. April 2009 - February 2011
Banc of America Securities June 2007 - March 2009
The Vigilent Fund June 2006 - August 2006
Skills
Financial Modeling, Project Management, Negotiation, Relationship Management, Competitive Analysis, Pricing, Strategy, Teaching, Management Consulting, Cross-functional Team..., Leadership, Business Development, Management, Business Planning, Process Improvement, Analysis, Corporate Finance, Program Management, Consulting, Analytics, Financial Analysis, Finance, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA
University of California, Berkeley 2003 — 2007
BS, BA, Business Administration, History
Bain & Company July 2013 - Present
Haas School of Business August 2011 - May 2013
Bain & Company June 2012 - August 2012
Apple Inc. February 2011 - July 2011
Apple Inc. April 2009 - February 2011
Banc of America Securities June 2007 - March 2009
The Vigilent Fund June 2006 - August 2006
Skills
Financial Modeling, Project Management, Negotiation, Relationship Management, Competitive Analysis, Pricing, Strategy, Teaching, Management Consulting, Cross-functional Team..., Leadership, Business Development, Management, Business Planning, Process Improvement, Analysis, Corporate Finance, Program Management, Consulting, Analytics, Financial Analysis, Finance, Business Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA
University of California, Berkeley 2003 — 2007
BS, BA, Business Administration, History
Melissa Dubasik Melissa Dubasik's Banc of America Securities Experience January 1998 - January 2008
Job Marketing Professional
Industry Marketing and Advertising
Experience
Self-Employed January 2015 - Present
liveBooks, Inc. (acquired by WWLB Management) April 2009 - December 2014
Banc of America Securities January 1998 - January 2008
Skills
Social Media, Photography, Social Media Marketing, Marketing, SEO, Marketing Strategy, Email Marketing, Social Networking, Product Marketing, User Experience, E-commerce, Online Advertising, Online Marketing, Inbound Lead Generation, Web Design, Strategy, WordPress, Salesforce.com, Digital Photography, Mac, Digital Marketing, Brand Development, Creative Direction, SEM, Google Analytics, Integrated Marketing, Copywriting
Education
University of Arizona, Eller College of Management 1993 — 1997
BSBA, Finance and Entrepreneurship
University of California, Berkeley 2009 — 2014
Certificate in Visual Arts, Photography and Visual Arts
AcademyX 2012 — 2012
Certificate in Inbound Marketing, SEO, PPC, Social Media
Self-Employed January 2015 - Present
liveBooks, Inc. (acquired by WWLB Management) April 2009 - December 2014
Banc of America Securities January 1998 - January 2008
Skills
Social Media, Photography, Social Media Marketing, Marketing, SEO, Marketing Strategy, Email Marketing, Social Networking, Product Marketing, User Experience, E-commerce, Online Advertising, Online Marketing, Inbound Lead Generation, Web Design, Strategy, WordPress, Salesforce.com, Digital Photography, Mac, Digital Marketing, Brand Development, Creative Direction, SEM, Google Analytics, Integrated Marketing, Copywriting
Education
University of Arizona, Eller College of Management 1993 — 1997
BSBA, Finance and Entrepreneurship
University of California, Berkeley 2009 — 2014
Certificate in Visual Arts, Photography and Visual Arts
AcademyX 2012 — 2012
Certificate in Inbound Marketing, SEO, PPC, Social Media
Yancey Wade Yancey Wade's Banc of America Securities Experience July 1995 - May 1999
Job Relationship Officer at HSBC Private Bank
Industry Banking
Experience
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
HSBC Private Bank April 2014 - Present
JPMorgan Chase May 2013 - April 2014
Citibank May 2011 - May 2013
Translatus Inc. August 2010 - February 2011
Self Employed January 2003 - January 2008
Robertson, Stephens & Company May 1999 - June 2002
Banc of America Securities July 1995 - May 1999
Education
University of California, Santa Barbara 1988 — 1993
Asian Studies, Japanese
Saint Ignatius College Prepatory
Eric Rajewski Eric Rajewski's Banc of America Securities Experience April 2000 - June 2003
Job Head of Institutional Equity Sales at B. Riley & Co.
Industry Investment Banking
Experience
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
B. Riley & Co. October 2011 - Present
Merriman Capital, Inc. April 2004 - September 2011
Banc of America Securities April 2000 - June 2003
Skills
Equities, Series 7, Series 63, Valuation, Bloomberg, Equity Research, Investments, Financial Modeling, Equity Trading, Investment Banking, Hedge Funds, Capital Markets, Securities, Equity Capital Markets, Alternative Investments, Options
Education
University of Colorado Boulder - Leeds School of Business 1996 — 1999
BS, Finance
Chatfield High School
Eric Kim Eric Kim's Banc of America Securities Experience May 2004 - December 2008
Job Business Plans and Investment Banking
Industry Investment Banking
Experience
PlanIt Business April 2009 - Present
Lumos Partners April 2014 - Present
Alternatives Direct, LLC March 2011 - Present
Privity Financial LLC November 2010 - February 2011
BofA Merrill Lynch January 2009 - April 2009
Google 2009 - 2009
Banc of America Securities May 2004 - December 2008
Digital Insight (Intuit, Inc.) April 2003 - April 2004
Dresdner Kleinwort Capital May 2001 - February 2002
Arthur Andersen August 1996 - May 2000
Skills
Corporate Development, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Alternative Investments, Investment Strategies, Banking, Hedge Funds, Private Placements, Financial Structuring, Asset Managment, Strategy, IPO, Leadership, Valuation, Business Strategy, Equities, Structured Finance, Investments, Start-ups, LBO, Financial Services, Bloomberg, Strategic Partnerships, Finance, Restructuring, Analysis, Emerging Markets, Acquisition Integration, Equity Valuation, Securities, Project Finance, Acquisitions, Executive Management, Strategic Financial..., Portfolio Management, Management Consulting, M&A experience, Fixed Income, Mergers, Leveraged Finance, Capital Markets, Funding, Private Equity, Divestitures, Investment Management, Corporate Finance, Equity Research, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S., Management
PlanIt Business April 2009 - Present
Lumos Partners April 2014 - Present
Alternatives Direct, LLC March 2011 - Present
Privity Financial LLC November 2010 - February 2011
BofA Merrill Lynch January 2009 - April 2009
Google 2009 - 2009
Banc of America Securities May 2004 - December 2008
Digital Insight (Intuit, Inc.) April 2003 - April 2004
Dresdner Kleinwort Capital May 2001 - February 2002
Arthur Andersen August 1996 - May 2000
Skills
Corporate Development, Venture Capital, Investment Banking, Due Diligence, Financial Modeling, Alternative Investments, Investment Strategies, Banking, Hedge Funds, Private Placements, Financial Structuring, Asset Managment, Strategy, IPO, Leadership, Valuation, Business Strategy, Equities, Structured Finance, Investments, Start-ups, LBO, Financial Services, Bloomberg, Strategic Partnerships, Finance, Restructuring, Analysis, Emerging Markets, Acquisition Integration, Equity Valuation, Securities, Project Finance, Acquisitions, Executive Management, Strategic Financial..., Portfolio Management, Management Consulting, M&A experience, Fixed Income, Mergers, Leveraged Finance, Capital Markets, Funding, Private Equity, Divestitures, Investment Management, Corporate Finance, Equity Research, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S., Management
Stephen Dix Stephen Dix's Banc of America Securities Experience 2003 - 2005
Job
Industry Internet
Experience
Muscular Dystrophy Association October 2010 - March 2014
University of Arizona 2007 - October 2010
Old Pueblo Trolley December 2009 - 2010
Strongpoint, LLC 2009 - 2010
Delivery Concepts 2005 - 2007
Banc of America Securities 2003 - 2005
Skills
Social Media, Email Marketing, Project Management, Web Development, Social Media Marketing, Data Analysis, SQL, HTML, Public Speaking, E-commerce, Web Design, Social Networking, WordPress, SEO, Marketing, Advertising, Facebook, Start-ups, Leadership, Digital Marketing, Fundraising, Public Relations
Education
University of Arizona 1998 — 2002
Bachelor of Arts (B.A.), Art History
Muscular Dystrophy Association October 2010 - March 2014
University of Arizona 2007 - October 2010
Old Pueblo Trolley December 2009 - 2010
Strongpoint, LLC 2009 - 2010
Delivery Concepts 2005 - 2007
Banc of America Securities 2003 - 2005
Skills
Social Media, Email Marketing, Project Management, Web Development, Social Media Marketing, Data Analysis, SQL, HTML, Public Speaking, E-commerce, Web Design, Social Networking, WordPress, SEO, Marketing, Advertising, Facebook, Start-ups, Leadership, Digital Marketing, Fundraising, Public Relations
Education
University of Arizona 1998 — 2002
Bachelor of Arts (B.A.), Art History
Ardyth Hughes Ardyth Hughes's Banc of America Securities Experience October 1993 - June 1999
Job Technical Team Lead at M&T Bank
Industry Computer Software
Experience
M&T Bank August 2011 - Present
Author April 2001 - Present
SimplySay, LLC December 2000 - October 2001
Running Start, Inc. June 1999 - October 2000
Banc of America Securities October 1993 - June 1999
Washburn Direct Marketing August 1991 - October 1993
Skills
Software Documentation, Leadership, Business Analysis, Project Management, Management, Java, Published Author, Databases, Agile Methodologies, SDLC, Testing, Software Development, Creative Writing, Amazon Kindle, Perl, CRM
Education
University of California, Riverside 1987 — 1990
BS, Mathematics (Applied/Computational); BS, Economics
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
M&T Bank August 2011 - Present
Author April 2001 - Present
SimplySay, LLC December 2000 - October 2001
Running Start, Inc. June 1999 - October 2000
Banc of America Securities October 1993 - June 1999
Washburn Direct Marketing August 1991 - October 1993
Skills
Software Documentation, Leadership, Business Analysis, Project Management, Management, Java, Published Author, Databases, Agile Methodologies, SDLC, Testing, Software Development, Creative Writing, Amazon Kindle, Perl, CRM
Education
University of California, Riverside 1987 — 1990
BS, Mathematics (Applied/Computational); BS, Economics
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Moreno Valley High School
Linda Hwang Linda Hwang's Banc of America Securities Experience 1997 - 1999
Job
Industry Environmental Services
Experience
EcoMetrix Solutions Group, LLC July 2012 - Present
BSR May 2007 - July 2012
Zero Emissions Research & Initiatives 2003 - 2005
International Data Group (IDG) 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Management, Community Development, Sustainable Development, Environmental Impact..., Corporate Social..., Training, Environmental Awareness, Change Management, Sustainability, Energy Efficiency, Sustainability..., Climate Change, Business Strategy, Sustainable Business, Research, Financial Modeling, Leadership, Stakeholder Engagement, Renewable Energy, Project Management, Environmental..., Sustainability Reporting
Education
Stephen M. Ross School of Business at University of Michigan 2004 — 2006
MBA
University of Cape Town 2003 — 2004
M.Phil
University of Michigan 1991 — 1995
BA
EcoMetrix Solutions Group, LLC July 2012 - Present
BSR May 2007 - July 2012
Zero Emissions Research & Initiatives 2003 - 2005
International Data Group (IDG) 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Management, Community Development, Sustainable Development, Environmental Impact..., Corporate Social..., Training, Environmental Awareness, Change Management, Sustainability, Energy Efficiency, Sustainability..., Climate Change, Business Strategy, Sustainable Business, Research, Financial Modeling, Leadership, Stakeholder Engagement, Renewable Energy, Project Management, Environmental..., Sustainability Reporting
Education
Stephen M. Ross School of Business at University of Michigan 2004 — 2006
MBA
University of Cape Town 2003 — 2004
M.Phil
University of Michigan 1991 — 1995
BA
Neal Dingmann Neal Dingmann's Banc of America Securities Experience January 2003 - December 2005
Job Managing Director Energy Research at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
SunTrust Robinson Humphrey November 2010 - Present
Wunderlich Securities December 2008 - December 2010
Dahlman Rose & Co. January 2007 - December 2008
Pritchard Capital Partners January 2006 - December 2006
Banc of America Securities January 2003 - December 2005
RBC Capital Markets January 2000 - December 2002
Education
University of Arkansas at Fayetteville
BSBA, Finance
University of Minnesota - Carlson School of Management
MBA, Finance
Darlene A. Smith's Banc of America Securities Experience February 1996 - January 2003
Job EPIC Principal Trainer ADT MSP1 at UCSF Medical Center
Industry Professional Training & Coaching
Experience
UCSF Medical Center October 2012 - Present
University of California, San Francisco February 2011 - Present
Kaiser Permanente September 2004 - April 2010
Creative Memories January 2004 - December 2009
Kaiser Permanente 2006 - 2009
Technisource/Kaiser Permanente September 2003 - June 2004
Banc of America Securities February 1996 - January 2003
Skills
Program Management, Epic Systems, Captivate, Training, E-Learning, Instructional Design, Curriculum Development, Healthcare Information..., EMR, Instructor-led Training, Ambulatory, Healthcare, Hands-on Training, Workshop Facilitation
Education
Contra Costa Regional Occupation Program 2010 — 2010
EPIC Systems Certification
ADT/Prelude Certification
EPIC Systems Proficiency
EPICare Proliciency
Microsoft Training Center
Microsoft Application Instructor Certication
University of California, San Diego
Theatre Arts
UCSF Medical Center October 2012 - Present
University of California, San Francisco February 2011 - Present
Kaiser Permanente September 2004 - April 2010
Creative Memories January 2004 - December 2009
Kaiser Permanente 2006 - 2009
Technisource/Kaiser Permanente September 2003 - June 2004
Banc of America Securities February 1996 - January 2003
Skills
Program Management, Epic Systems, Captivate, Training, E-Learning, Instructional Design, Curriculum Development, Healthcare Information..., EMR, Instructor-led Training, Ambulatory, Healthcare, Hands-on Training, Workshop Facilitation
Education
Contra Costa Regional Occupation Program 2010 — 2010
EPIC Systems Certification
ADT/Prelude Certification
EPIC Systems Proficiency
EPICare Proliciency
Microsoft Training Center
Microsoft Application Instructor Certication
University of California, San Diego
Theatre Arts
Brett Valmassei Brett Valmassei's Banc of America Securities Experience 2000 - 2003
Job Head of House
Industry Financial Services
Experience
Bank of America March 2000 - February 2015
Bank or America March 2000 - October 2007
Banc of America Securities 2000 - 2003
IMSN Net, Incorporated October 1999 - March 2000
Pacific Stock Exchange, Inc August 1999 - October 1999
Charles Schwab & Co., Inc May 1998 - July 1999
Barclays Global Investors February 1995 - May 1998
Coordinated Resources, Inc March 1994 - November 1994
United Savings Bank May 1993 - March 1994
Padget Business Services February 1991 - May 1993
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
University of California, Davis
Bachelors of Art Degree, English
Servite 1983 — 1987
HS, College Prep
Bank of America March 2000 - February 2015
Bank or America March 2000 - October 2007
Banc of America Securities 2000 - 2003
IMSN Net, Incorporated October 1999 - March 2000
Pacific Stock Exchange, Inc August 1999 - October 1999
Charles Schwab & Co., Inc May 1998 - July 1999
Barclays Global Investors February 1995 - May 1998
Coordinated Resources, Inc March 1994 - November 1994
United Savings Bank May 1993 - March 1994
Padget Business Services February 1991 - May 1993
Education
University of Phoenix 1996 — 1998
MBA, Business Administration
University of California, Davis
Bachelors of Art Degree, English
Servite 1983 — 1987
HS, College Prep
Lisa Wingebach Lisa Wingebach's Banc of America Securities Experience June 2000 - March 2001
Job Client Account Transitions Specialist at Western Asset Management
Industry Financial Services
Experience
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Western Asset Management June 2014 - Present
Northern Trust January 2006 - May 2014
State Street IMS August 2002 - December 2005
Banc of America Securities June 2000 - March 2001
Montgomery Securities January 1999 - June 2000
Skills
Fixed Income, Equities, Financial Services, Microsoft Excel, VBA, Asset Managment, Middle Office, Mutual Funds, Securities, Back Office, Global Custody, Risk Management, Hedge Funds, Business Analysis, Bloomberg, Asset Management, Corporate Actions, Trading Systems, Wealth Management, Alternative Investments, Settlement, Derivatives, Options, Trading, Electronic Trading, Bonds, Investment Management, Capital Markets
Education
University of California, Davis 1994 — 1998
B.A., Spanish & Communications
Universidad de Granada 1996 — 1997
Joseph McAndrew Joseph McAndrew's Banc of America Securities Experience April 1999 - November 1999
Job Senior Software Engineer
Industry Publishing
Experience
DEFY Media May 2014 - July 2015
Viacom November 2012 - May 2014
UC Berkeley April 2012 - October 2012
Nolo May 2008 - February 2012
IRIS Distribution October 2007 - April 2008
MTV NETWORKS October 2006 - October 2007
QuinStreet April 2005 - October 2006
Gap Inc. November 1999 - January 2003
Banc of America Securities April 1999 - November 1999
BankBoston October 1998 - April 1999
Education
University of California, Berkeley 2003 — 2004
Undeclared, but studying Applied Math and Mass Communication
DEFY Media May 2014 - July 2015
Viacom November 2012 - May 2014
UC Berkeley April 2012 - October 2012
Nolo May 2008 - February 2012
IRIS Distribution October 2007 - April 2008
MTV NETWORKS October 2006 - October 2007
QuinStreet April 2005 - October 2006
Gap Inc. November 1999 - January 2003
Banc of America Securities April 1999 - November 1999
BankBoston October 1998 - April 1999
Education
University of California, Berkeley 2003 — 2004
Undeclared, but studying Applied Math and Mass Communication
Gabe Shuken Gabe Shuken's Banc of America Securities Experience February 1998 - December 2000
Job Contracting officer, Leasing at General Services Administration
Industry Executive Office
Experience
General Services Administration February 2010 - Present
Pac-West Telecom February 2009 - December 2009
Cushman Rexrode Capital July 2003 - January 2009
BANK OF AMERICA April 2001 - May 2003
Banc of America Securities February 1998 - December 2000
BONHAMS & BUTTERFIELD September 1995 - September 1997
MACDONALD HOPPER GROUP April 1994 - September 1995
Skills
Financial Modeling, Management, Investments, Real Estate, Leadership, Budgets, Mergers, Finance, Negotiation, Strategy, Banking, Marketing, Equities, Sales, Credit, Accounting, Loans, Government, Entrepreneurship, Commercial Real Estate, Contract Negotiation, Leases, Customer Service
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
Bishop O'dowd High School 1986 — 1989
General Services Administration February 2010 - Present
Pac-West Telecom February 2009 - December 2009
Cushman Rexrode Capital July 2003 - January 2009
BANK OF AMERICA April 2001 - May 2003
Banc of America Securities February 1998 - December 2000
BONHAMS & BUTTERFIELD September 1995 - September 1997
MACDONALD HOPPER GROUP April 1994 - September 1995
Skills
Financial Modeling, Management, Investments, Real Estate, Leadership, Budgets, Mergers, Finance, Negotiation, Strategy, Banking, Marketing, Equities, Sales, Credit, Accounting, Loans, Government, Entrepreneurship, Commercial Real Estate, Contract Negotiation, Leases, Customer Service
Education
University of California, Riverside 1989 — 1993
Bachelors, Political Science
Bishop O'dowd High School 1986 — 1989
Pradeep Inamati Pradeep Inamati's Banc of America Securities Experience June 2006 - September 2006
Job Technology | Business Strategy | Competitive Analysis | Strategic Planning | Valuation | Business Development
Industry Wireless
Experience
Qualcomm July 2010 - Present
Banc of America - Merrill Lynch July 2007 - June 2009
Banc of America Securities June 2006 - September 2006
Oracle Corp. July 2001 - July 2005
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis, Equities, Mergers, Real Estate, Deal Structuring, Business Strategy, Competitive Analysis, Market Analysis, Mergers & Acquisitions, Strategic Planning, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance Technology Strategy
University of California, Berkeley
Bachelor's Degree, Electrical Engineering and Computer Science
Qualcomm July 2010 - Present
Banc of America - Merrill Lynch July 2007 - June 2009
Banc of America Securities June 2006 - September 2006
Oracle Corp. July 2001 - July 2005
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Financial Analysis, Equities, Mergers, Real Estate, Deal Structuring, Business Strategy, Competitive Analysis, Market Analysis, Mergers & Acquisitions, Strategic Planning, Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
Master of Business Administration (M.B.A.), Finance Technology Strategy
University of California, Berkeley
Bachelor's Degree, Electrical Engineering and Computer Science
Robert Shen Robert Shen's Banc of America Securities Experience June 2006 - August 2006
Job MBA Associate at United Airlines
Industry Aviation & Aerospace
Experience
United Airlines June 2014 - September 2014
SK USA, Inc. (SK Holdings) August 2010 - August 2013
SK E&S August 2009 - August 2010
Cowen and Company July 2007 - August 2009
Banc of America Securities June 2006 - August 2006
Skills
Energy, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Market Research, Private Equity, Capital Markets, Equity Research, Due Diligence, Equities, Mergers, Bloomberg, Competitive Analysis, Investments, Strategic Financial..., Project Management, International Project..., Cross-border..., Mergers & Acquisitions, Finance, Cleantech, Venture Capital, Strategy, Solar Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Sustainability
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
La Canada High School 1998 — 2002
United Airlines June 2014 - September 2014
SK USA, Inc. (SK Holdings) August 2010 - August 2013
SK E&S August 2009 - August 2010
Cowen and Company July 2007 - August 2009
Banc of America Securities June 2006 - August 2006
Skills
Energy, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Business Strategy, Market Research, Private Equity, Capital Markets, Equity Research, Due Diligence, Equities, Mergers, Bloomberg, Competitive Analysis, Investments, Strategic Financial..., Project Management, International Project..., Cross-border..., Mergers & Acquisitions, Finance, Cleantech, Venture Capital, Strategy, Solar Energy
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Sustainability
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Rhetoric
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration
La Canada High School 1998 — 2002
Dennis Smythe Dennis Smythe's Banc of America Securities Experience June 2001 - August 2001
Job CFO at Consumer Capital Partners, Acting CFO at Smashburger
Industry Hospitality
Experience
Smashburger December 2013 - Present
Consumer Capital Partners March 2012 - Present
Quiznos October 2009 - March 2012
Consumer Capital Partners May 2004 - October 2009
Summit Investment Management June 2003 - May 2004
Agger Capital Management July 2002 - June 2003
Banc of America Securities June 2001 - August 2001
PricewaterhouseCoopers September 1997 - August 2000
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Financial Accounting, Capital, Financial Analysis, Due Diligence, Restructuring, Financial Modeling, Accounting, GAAP, Corporate Finance, Forecasting, Financial Management, Strategic Planning, Business Planning, Executive Management, Start-ups, Mergers & Acquisitions, Valuation, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Colorado Boulder 1993 — 1997
BSBA, Accounting
Littleton High School 1989 — 1993
Smashburger December 2013 - Present
Consumer Capital Partners March 2012 - Present
Quiznos October 2009 - March 2012
Consumer Capital Partners May 2004 - October 2009
Summit Investment Management June 2003 - May 2004
Agger Capital Management July 2002 - June 2003
Banc of America Securities June 2001 - August 2001
PricewaterhouseCoopers September 1997 - August 2000
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Financial Accounting, Capital, Financial Analysis, Due Diligence, Restructuring, Financial Modeling, Accounting, GAAP, Corporate Finance, Forecasting, Financial Management, Strategic Planning, Business Planning, Executive Management, Start-ups, Mergers & Acquisitions, Valuation, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Colorado Boulder 1993 — 1997
BSBA, Accounting
Littleton High School 1989 — 1993
JulieAnn Lin JulieAnn Lin's Banc of America Securities Experience 1996 - 2002
Job Medical Affairs Business Information Specialist at Genentech
Industry Biotechnology
Experience
Genentech 2012 - Present
Self Employed 2006 - 2012
Banc of America Securities 1996 - 2002
Miller Freeman 1992 - 1996
Skills
Project Management, Process Improvement, Operations Management, Content Management, Technical Training, Software Training, Training Management, Event Planning, Databases, Fundraising, Accounts Payable, Microsoft Office, Filemaker Pro, Customer Service, Administration, Accounts Receivable, Management, Bookkeeping, Training, Public Speaking, Team Building, Hands-on Training, Invoicing, Teaching, Social Media
Education
UCI
Bachelor of Science (BS), Political Science and Government
Genentech 2012 - Present
Self Employed 2006 - 2012
Banc of America Securities 1996 - 2002
Miller Freeman 1992 - 1996
Skills
Project Management, Process Improvement, Operations Management, Content Management, Technical Training, Software Training, Training Management, Event Planning, Databases, Fundraising, Accounts Payable, Microsoft Office, Filemaker Pro, Customer Service, Administration, Accounts Receivable, Management, Bookkeeping, Training, Public Speaking, Team Building, Hands-on Training, Invoicing, Teaching, Social Media
Education
UCI
Bachelor of Science (BS), Political Science and Government
Steve Wourgiotis Steve Wourgiotis's Banc of America Securities Experience July 1996 - September 1999
Job Managing Principal at Korn Ferry
Industry Management Consulting
Experience
Korn Ferry April 2015 - Present
BTS February 2013 - April 2015
BTS 2006 - 2012
The Better Business Works 2002 - August 2006
Montgomery Asset Management September 1999 - October 2001
Banc of America Securities July 1996 - September 1999
Skills
Marketing Strategy, Strategy, Negotiation, Consulting, Leadership, Non-profits, Business Strategy, Management Consulting, Change Management, Project Management, Team Building, Coaching, Business Development, Entrepreneurship, Leadership Development, Management, Vendor Management, Organizational..., Budgets, Telecommunications
Education
University of California, Berkeley 2000 — 2002
MBA
University of New Hampshire 1991 — 1997
B.A.
Oyster River High school 1988 — 1991
High School
Korn Ferry April 2015 - Present
BTS February 2013 - April 2015
BTS 2006 - 2012
The Better Business Works 2002 - August 2006
Montgomery Asset Management September 1999 - October 2001
Banc of America Securities July 1996 - September 1999
Skills
Marketing Strategy, Strategy, Negotiation, Consulting, Leadership, Non-profits, Business Strategy, Management Consulting, Change Management, Project Management, Team Building, Coaching, Business Development, Entrepreneurship, Leadership Development, Management, Vendor Management, Organizational..., Budgets, Telecommunications
Education
University of California, Berkeley 2000 — 2002
MBA
University of New Hampshire 1991 — 1997
B.A.
Oyster River High school 1988 — 1991
High School
Julie Lowe Julie Lowe's Banc of America Securities Experience 1999 - 2000
Job Realtor at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence September 2013 - Present
Prudential Connecticut Realty, Old Greenwich, CT December 2010 - August 2013
Sothebys International Realty, Greenwich, CT October 2007 - December 2010
NYSE Euronext February 2000 - April 2007
Banc of America Securities 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Relocation, Buyer Representation, Condos, Sellers, Investment Properties, Listings, Single Family Homes, Short Sales, Investments, New Home Sales, Luxury, Real Estate Transactions, Referrals, Residential Homes, Foreclosures, Townhomes, Selling, Buyers, Sales
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Business - Finance
University of Colorado at Boulder 1995 — 1999
BS Business, Finance
Houlihan Lawrence September 2013 - Present
Prudential Connecticut Realty, Old Greenwich, CT December 2010 - August 2013
Sothebys International Realty, Greenwich, CT October 2007 - December 2010
NYSE Euronext February 2000 - April 2007
Banc of America Securities 1999 - 2000
Skills
Real Estate, First Time Home Buyers, Relocation, Buyer Representation, Condos, Sellers, Investment Properties, Listings, Single Family Homes, Short Sales, Investments, New Home Sales, Luxury, Real Estate Transactions, Referrals, Residential Homes, Foreclosures, Townhomes, Selling, Buyers, Sales
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Business - Finance
University of Colorado at Boulder 1995 — 1999
BS Business, Finance
Denise Lyle's Banc of America Securities Experience April 1998 - February 2002
Job Global People Programs at App Annie
Industry Computer Software
Experience
App Annie July 2015 - Present
Lattice Engines October 2011 - July 2015
Insperity (formerly Administaff) December 2008 - October 2011
University of San Francisco June 2007 - October 2008
Market Hall February 2004 - June 2007
Banc of America Securities April 1998 - February 2002
Nordstrom March 1988 - March 1998
Skills
Public Speaking, Training & Development, Executive Coaching, HR Strategy, Employee Engagement, Organizational..., Organizational..., Change Management, Retreat Facilitation, Strategic Planning, Presentation Coaching, Corporate Culture, Creative Problem Solving, Management Development, Leadership Development, Team Building, HR Policies, Business Acumen, CRM, Employee Training, Personnel Management, Employee Relations, Training, Leadership
Education
University of California, Berkeley 2005 — 2007
Certificate, Human Resource Management
University of Washington 1994 — 1996
BA, Speech Communication
Northgate High School
App Annie July 2015 - Present
Lattice Engines October 2011 - July 2015
Insperity (formerly Administaff) December 2008 - October 2011
University of San Francisco June 2007 - October 2008
Market Hall February 2004 - June 2007
Banc of America Securities April 1998 - February 2002
Nordstrom March 1988 - March 1998
Skills
Public Speaking, Training & Development, Executive Coaching, HR Strategy, Employee Engagement, Organizational..., Organizational..., Change Management, Retreat Facilitation, Strategic Planning, Presentation Coaching, Corporate Culture, Creative Problem Solving, Management Development, Leadership Development, Team Building, HR Policies, Business Acumen, CRM, Employee Training, Personnel Management, Employee Relations, Training, Leadership
Education
University of California, Berkeley 2005 — 2007
Certificate, Human Resource Management
University of Washington 1994 — 1996
BA, Speech Communication
Northgate High School
Tony Compaglia Tony Compaglia's Banc of America Securities Experience June 2005 - February 2008
Job Founder at BeerShop
Industry Retail
Experience
BeerShop August 2014 - Present
MERRILL LYNCH BANK OF AMERICA September 2012 - August 2014
Credit Suisse May 2009 - September 2012
Banc of America Securities June 2005 - February 2008
Ubisoft January 2003 - December 2005
Vivendi Universal Games January 2001 - December 2002
Skills
Product Management, Competitive Analysis, Relationship Management, Return on Investment..., Generating Revenue, Investment Strategies, Equity Research Analysis, Investment Management, Retail Sales Analysis, Category Insights, Consumer Insight, Customer Insight, Business Development, CRM, Equities, Due Diligence, Financial Modeling, Fixed Income, Forecasting, Investments, Equity Research, Strategy, Trading, Valuation, Venture Capital, Options, Portfolio Management, Securities, Hedge Funds, Marketing, Asset Management, Analytics, Financial Services, Corporate Finance
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Miramonte
BeerShop August 2014 - Present
MERRILL LYNCH BANK OF AMERICA September 2012 - August 2014
Credit Suisse May 2009 - September 2012
Banc of America Securities June 2005 - February 2008
Ubisoft January 2003 - December 2005
Vivendi Universal Games January 2001 - December 2002
Skills
Product Management, Competitive Analysis, Relationship Management, Return on Investment..., Generating Revenue, Investment Strategies, Equity Research Analysis, Investment Management, Retail Sales Analysis, Category Insights, Consumer Insight, Customer Insight, Business Development, CRM, Equities, Due Diligence, Financial Modeling, Fixed Income, Forecasting, Investments, Equity Research, Strategy, Trading, Valuation, Venture Capital, Options, Portfolio Management, Securities, Hedge Funds, Marketing, Asset Management, Analytics, Financial Services, Corporate Finance
Education
University of California, Santa Barbara 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Miramonte
Nidhi Teerdhala Nidhi Teerdhala's Banc of America Securities Experience 2004 - 2006
Job Senior Manager, Customer Stories at salesforce.com
Industry Internet
Experience
salesforce.com March 2013 - Present
salesforce.com May 2012 - February 2013
salesforce.com November 2011 - April 2012
Appropriate Infrastructure Development Group (AIDG) June 2010 - August 2010
Time Warner Inc. 2006 - 2009
Banc of America Securities 2004 - 2006
Skills
Strategic Consulting, CRM, Business Analysis, Cross-functional Team..., E-commerce, Go-to-market Strategy, Marketing Strategy, Project Management, Program Management, Business Intelligence, Salesforce.com, Cloud Computing, Strategic Partnerships, Financial Analysis, Strategy, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of Pennsylvania 2000 — 2004
Bachelor of Applied Science (BAS), Engineering
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics (BSE), Finance and Management
salesforce.com March 2013 - Present
salesforce.com May 2012 - February 2013
salesforce.com November 2011 - April 2012
Appropriate Infrastructure Development Group (AIDG) June 2010 - August 2010
Time Warner Inc. 2006 - 2009
Banc of America Securities 2004 - 2006
Skills
Strategic Consulting, CRM, Business Analysis, Cross-functional Team..., E-commerce, Go-to-market Strategy, Marketing Strategy, Project Management, Program Management, Business Intelligence, Salesforce.com, Cloud Computing, Strategic Partnerships, Financial Analysis, Strategy, Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA
University of Pennsylvania 2000 — 2004
Bachelor of Applied Science (BAS), Engineering
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science in Economics (BSE), Finance and Management
Sanjay Roy Sanjay Roy's Banc of America Securities Experience July 2001 - July 2003
Job Managing Director at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Wells Fargo Securities July 2006 - Present
US Bank April 2004 - June 2006
Countrywide Securities August 2003 - March 2004
Banc of America Securities July 2001 - July 2003
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Ken Pachmayr Ken Pachmayr's Banc of America Securities Experience July 2006 - July 2008
Job
Industry Writing and Editing
Experience
Novartis August 2012 - December 2012
ICAP December 2011 - February 2012
Direct Edge February 2011 - April 2011
Citi Group September 2010 - January 2011
BNP Paribas July 2008 - August 2010
Banc of America Securities July 2006 - July 2008
Bank of New York Brokerage November 2005 - April 2006
NYK Line June 2005 - November 2005
JP Morgan Chase January 2005 - May 2005
Morgan Stanley May 2004 - December 2004
Skills
Visio, Technical Writing, SharePoint, XML, RoboHelp, Business Analysis, Online Help, Captivate, HTML, PowerPoint, CSS, Office 2010, FrameMaker, Joomla, Adobe Acrobat, Serif's WebPlus X6, Editing, Content Management, Software Documentation, Documentation
Education
Villanova University 2005 — 2005
Certification, Master Certificate in Business Analysis
University of Arkansas at Fayetteville
BA, Journalism
Novartis August 2012 - December 2012
ICAP December 2011 - February 2012
Direct Edge February 2011 - April 2011
Citi Group September 2010 - January 2011
BNP Paribas July 2008 - August 2010
Banc of America Securities July 2006 - July 2008
Bank of New York Brokerage November 2005 - April 2006
NYK Line June 2005 - November 2005
JP Morgan Chase January 2005 - May 2005
Morgan Stanley May 2004 - December 2004
Skills
Visio, Technical Writing, SharePoint, XML, RoboHelp, Business Analysis, Online Help, Captivate, HTML, PowerPoint, CSS, Office 2010, FrameMaker, Joomla, Adobe Acrobat, Serif's WebPlus X6, Editing, Content Management, Software Documentation, Documentation
Education
Villanova University 2005 — 2005
Certification, Master Certificate in Business Analysis
University of Arkansas at Fayetteville
BA, Journalism
Dan Steinberg's Banc of America Securities Experience June 2006 - October 2008
Job Research Analyst Green Arrow Capital Management
Industry Financial Services
Experience
Green Arrow Capital Management LLC August 2013 - Present
Northstar Healthcare May 2010 - August 2013
Teacher Retirement System of Texas October 2008 - July 2013
Banc of America Securities June 2006 - October 2008
Allianz Global Investors/PIMCO Equity Advisors June 2001 - August 2005
Skills
Equities, Trading, Financial Modeling, Valuation, Turnaround Experience, Negotiation, Management Consulting, Strategic Partnerships, Mutual Funds, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Business
University of California, Los Angeles 1997 — 2001
BA, Economics
Meadow Park Elementary
Woodbridge High School
Green Arrow Capital Management LLC August 2013 - Present
Northstar Healthcare May 2010 - August 2013
Teacher Retirement System of Texas October 2008 - July 2013
Banc of America Securities June 2006 - October 2008
Allianz Global Investors/PIMCO Equity Advisors June 2001 - August 2005
Skills
Equities, Trading, Financial Modeling, Valuation, Turnaround Experience, Negotiation, Management Consulting, Strategic Partnerships, Mutual Funds, Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2011
MBA, Business
University of California, Los Angeles 1997 — 2001
BA, Economics
Meadow Park Elementary
Woodbridge High School
Gaurav Bhasin Gaurav Bhasin's Banc of America Securities Experience 2006 - 2008
Job
Industry Investment Banking
Experience
Pagemill Partners, a Division of Duff and Phelps Securities, LLC May 2008 - Present
Banc of America Securities 2006 - 2008
Vitesse 2002 - 2006
Skills
Mergers, Investment Banking, Technology Investment..., Banking, Financial Services, Business Strategy, Entrepreneurship, Financial Analysis, Valuation, Corporate Finance, Strategic Partnerships, Mergers & Acquisitions, IPO, Restructuring, Finance, Equity Research, Investments, Private Equity, Corporate Development, Due Diligence, M&A experience, Emerging Markets, Strategy
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
M.S.
Pagemill Partners, a Division of Duff and Phelps Securities, LLC May 2008 - Present
Banc of America Securities 2006 - 2008
Vitesse 2002 - 2006
Skills
Mergers, Investment Banking, Technology Investment..., Banking, Financial Services, Business Strategy, Entrepreneurship, Financial Analysis, Valuation, Corporate Finance, Strategic Partnerships, Mergers & Acquisitions, IPO, Restructuring, Finance, Equity Research, Investments, Private Equity, Corporate Development, Due Diligence, M&A experience, Emerging Markets, Strategy
Education
UCLA Anderson School of Management
MBA
University of California, Los Angeles
M.S.
Frank McCollum Frank McCollum's Banc of America Securities Experience 2003 - May 2009
Job Partner at Cygnus Group
Industry Financial Services
Experience
Cygnus Group September 2010 - Present
Lighthouse Group International October 2007 - May 2013
Perpetua Capital November 2008 - December 2012
Banc of America Securities 2003 - May 2009
New Equities, Division of Analysts International 2003 - May 2009
Banc of America Securities June 2001 - July 2003
MONY 2000 - 2001
Skills
Securitization, CMBS, ABS, Structured Products, Entrepreneurship, Residential Mortgages, Marketing, SQL, Capital Markets, Valuation, Structured Finance, Asset Management
Education
University of Alabama 1995 — 2000
Bachelor's degree, Corporate Finance, Economics, and French
Cygnus Group September 2010 - Present
Lighthouse Group International October 2007 - May 2013
Perpetua Capital November 2008 - December 2012
Banc of America Securities 2003 - May 2009
New Equities, Division of Analysts International 2003 - May 2009
Banc of America Securities June 2001 - July 2003
MONY 2000 - 2001
Skills
Securitization, CMBS, ABS, Structured Products, Entrepreneurship, Residential Mortgages, Marketing, SQL, Capital Markets, Valuation, Structured Finance, Asset Management
Education
University of Alabama 1995 — 2000
Bachelor's degree, Corporate Finance, Economics, and French
William Song William Song's Banc of America Securities Experience 2000 - 2002
Job Hypnotherapist, Habit Project
Industry Professional Training & Coaching
Experience
Habit Project February 2003 - Present
Banc of America Securities 2000 - 2002
Banc of America Securities 1999 - 2000
Waterhouse Securities (formerly Jack White & Company) 1997 - 1998
Jack White & Company (later bought by Waterhouse Securities) 1996 - 1997
Skills
Quantitative Research, Qualitative Research, Hypnotherapy, Hypnosis, NLP, Neuro-Linguistic..., Financial Modeling, Smoking Cessation, Business Coaching, Phobias, Entrepreneurship, Chronic Illness, Stress Management, Healing, Research, Life Coaching, Holistic Health, Meditation, Mindfulness, Personal Development, Finance
Education
University of California, Los Angeles 1991 — 1994
BA, Philosophy
Habit Project February 2003 - Present
Banc of America Securities 2000 - 2002
Banc of America Securities 1999 - 2000
Waterhouse Securities (formerly Jack White & Company) 1997 - 1998
Jack White & Company (later bought by Waterhouse Securities) 1996 - 1997
Skills
Quantitative Research, Qualitative Research, Hypnotherapy, Hypnosis, NLP, Neuro-Linguistic..., Financial Modeling, Smoking Cessation, Business Coaching, Phobias, Entrepreneurship, Chronic Illness, Stress Management, Healing, Research, Life Coaching, Holistic Health, Meditation, Mindfulness, Personal Development, Finance
Education
University of California, Los Angeles 1991 — 1994
BA, Philosophy
Jeffrey Salomon Jeffrey Salomon's Banc of America Securities Experience May 2004 - August 2004
Job Associate Attorney at The Marbury Law Group
Industry Law Practice
Experience
The Marbury Law Group February 2013 - Present
Baker & Hostetler LLP September 2008 - October 2011
Baker & Hostetler LLP September 2007 - December 2007
Bose Corporation May 2007 - August 2007
DC Superior Court May 2005 - August 2005
Banc of America Securities May 2004 - August 2004
Banc of America Securities May 2003 - August 2003
Skills
Patents, Intellectual Property, Patent Prosecution, Patent Litigation, Legal Writing, Legal Research, Prosecution, Due Diligence, Litigation Support, Appeals, Invention, Client Counseling, Patent Applications, Software Engineering, Patentability
Education
Franklin Pierce Law Center 2005 — 2008
JD, IP Law
University of Florida 1999 — 2004
B.S., Computer Engineering
Miami Country Day School 1993 — 1999
Tsinghua University
The Marbury Law Group February 2013 - Present
Baker & Hostetler LLP September 2008 - October 2011
Baker & Hostetler LLP September 2007 - December 2007
Bose Corporation May 2007 - August 2007
DC Superior Court May 2005 - August 2005
Banc of America Securities May 2004 - August 2004
Banc of America Securities May 2003 - August 2003
Skills
Patents, Intellectual Property, Patent Prosecution, Patent Litigation, Legal Writing, Legal Research, Prosecution, Due Diligence, Litigation Support, Appeals, Invention, Client Counseling, Patent Applications, Software Engineering, Patentability
Education
Franklin Pierce Law Center 2005 — 2008
JD, IP Law
University of Florida 1999 — 2004
B.S., Computer Engineering
Miami Country Day School 1993 — 1999
Tsinghua University
Alvin Lobo Alvin Lobo's Banc of America Securities Experience April 2004 - July 2005
Job Director Corporate Finance at Wynn Resorts
Industry Gambling & Casinos
Experience
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Wynn Resorts May 2014 - Present
Barclays Capital July 2011 - May 2014
Barclays Capital March 2010 - June 2011
Barclays Capital October 2008 - January 2009
Lehman Brothers April 2007 - September 2008
Lennar Corp July 2005 - April 2007
Banc of America Securities April 2004 - July 2005
Public Financial Management August 2003 - March 2004
Skills
Valuation, Financial Modeling, Investment Banking, Leveraged Finance, High Yield, LBO, Capital Markets, Financial Analysis, Due Diligence, Mergers, Private Equity, Corporate Finance, Excel, Microsoft Excel, Mergers & Acquisitions, Restructuring, IPO, Investments
Education
University of California, Berkeley
BA
Mater Dei H.S. 1995 — 1999
HS Diploma
Eric Norquist Eric Norquist's Banc of America Securities Experience June 2004 - October 2005
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
Rick Shepherd's Banc of America Securities Experience September 1993 - June 1999
Job Experienced Executive & Investor
Industry Financial Services
Experience
Lombardy Cambridge Partners Corporation 2011 - Present
Bus & Coach America Corporation (BCA) 2013 - 2015
On-site Energy Solutions, LLC 2011 - 2013
Sentient Technologies November 2009 - February 2011
Big Jump Media, Inc.(Godtube.com) January 2008 - February 2011
Big Jump Media, Inc. October 2007 - November 2009
Belay Capital Management April 2004 - April 2007
Weintraub Capital Management July 1999 - March 2004
Banc of America Securities September 1993 - June 1999
Microsoft Corporation 1991 - September 1993
Skills
Due Diligence, Investments, Strategy, Hedge Funds, Asset Managment, Trading, Portfolio Management, Asset Management, Investment Management, Management Consulting, Mutual Funds, Venture Capital, Executive Management, Leadership, Private Equity, Equities, Alternative Investments, Strategic Planning, Financial Markets, Finance, Capital Markets, Options, Investment Banking, Equity Research, Corporate Development, Management, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Start-ups, IPO, Structured Finance, Entrepreneurship, Private Placements, Valuation, Financial Modeling, Investor Relations, Fixed Income, M&A experience, Leveraged Finance, Restructuring, Angel Investing, Project Finance, Capital Raising, Corporate Finance, Investment Advisory, Securities, LBO, Investment Strategies, Corporate Governance
Education
University of California, Berkeley 1986 — 1990
BA, History
Lombardy Cambridge Partners Corporation 2011 - Present
Bus & Coach America Corporation (BCA) 2013 - 2015
On-site Energy Solutions, LLC 2011 - 2013
Sentient Technologies November 2009 - February 2011
Big Jump Media, Inc.(Godtube.com) January 2008 - February 2011
Big Jump Media, Inc. October 2007 - November 2009
Belay Capital Management April 2004 - April 2007
Weintraub Capital Management July 1999 - March 2004
Banc of America Securities September 1993 - June 1999
Microsoft Corporation 1991 - September 1993
Skills
Due Diligence, Investments, Strategy, Hedge Funds, Asset Managment, Trading, Portfolio Management, Asset Management, Investment Management, Management Consulting, Mutual Funds, Venture Capital, Executive Management, Leadership, Private Equity, Equities, Alternative Investments, Strategic Planning, Financial Markets, Finance, Capital Markets, Options, Investment Banking, Equity Research, Corporate Development, Management, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Start-ups, IPO, Structured Finance, Entrepreneurship, Private Placements, Valuation, Financial Modeling, Investor Relations, Fixed Income, M&A experience, Leveraged Finance, Restructuring, Angel Investing, Project Finance, Capital Raising, Corporate Finance, Investment Advisory, Securities, LBO, Investment Strategies, Corporate Governance
Education
University of California, Berkeley 1986 — 1990
BA, History
Damaari Drumright Damaari Drumright's Banc of America Securities Experience January 2000 - August 2003
Job
Industry Biotechnology
Experience
Amgen November 2013 - Present
Amgen January 2013 - October 2013
Amgen January 2012 - January 2013
Amgen January 2011 - January 2012
Amgen January 2010 - December 2010
Intel March 2008 - January 2010
Intel Corporation July 2006 - March 2008
Citigroup June 2004 - August 2004
Thomas Weisel Partners November 2003 - January 2004
Banc of America Securities January 2000 - August 2003
Skills
Negotiation, Analysis, Financial Modeling, Financial Analysis, Risk Management, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Cross-functional Team..., Finance, Forecasting, Change Management, Procurement, Competitive Analysis, International Business, Strategic Partnerships, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
WHU in Koblenz, Germany
University of California, Berkeley
B.A.
Amgen November 2013 - Present
Amgen January 2013 - October 2013
Amgen January 2012 - January 2013
Amgen January 2011 - January 2012
Amgen January 2010 - December 2010
Intel March 2008 - January 2010
Intel Corporation July 2006 - March 2008
Citigroup June 2004 - August 2004
Thomas Weisel Partners November 2003 - January 2004
Banc of America Securities January 2000 - August 2003
Skills
Negotiation, Analysis, Financial Modeling, Financial Analysis, Risk Management, Valuation, Corporate Finance, Business Strategy, Strategic Planning, Cross-functional Team..., Finance, Forecasting, Change Management, Procurement, Competitive Analysis, International Business, Strategic Partnerships, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
WHU in Koblenz, Germany
University of California, Berkeley
B.A.
Petru Marginean Petru Marginean's Banc of America Securities Experience June 2005 - May 2007
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Laurion Capital August 2011 - Present
Morgan Stanley May 2007 - August 2011
Banc of America Securities June 2005 - May 2007
Bear Stearns November 2002 - June 2005
Thomson Financial June 2001 - November 2002
Plural March 1998 - June 2001
Skills
Electronic Trading, Trading Systems, Fixed Income, Low Latency, Derivatives, Equities, Market Data, Sybase, Equity Derivatives, Credit Derivatives, FX Options, Trading System, Options, Equity Trading, Capital Markets, Interest Rate..., Bloomberg, Trading, Investment Banking, Reference Data
Education
1989 — 1994
BS, Electrical Engineering
Liceul de Informatica 1984 — 1988
Laurion Capital August 2011 - Present
Morgan Stanley May 2007 - August 2011
Banc of America Securities June 2005 - May 2007
Bear Stearns November 2002 - June 2005
Thomson Financial June 2001 - November 2002
Plural March 1998 - June 2001
Skills
Electronic Trading, Trading Systems, Fixed Income, Low Latency, Derivatives, Equities, Market Data, Sybase, Equity Derivatives, Credit Derivatives, FX Options, Trading System, Options, Equity Trading, Capital Markets, Interest Rate..., Bloomberg, Trading, Investment Banking, Reference Data
Education
1989 — 1994
BS, Electrical Engineering
Liceul de Informatica 1984 — 1988
Cary Chiappone Cary Chiappone's Banc of America Securities Experience March 1999 - March 2003
Job Sr. Vice President at Merriman Curhan Ford & Co.
Industry Financial Services
Experience
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Merriman Curhan Ford & Co. October 2003 - Present
Banc of America Securities March 1999 - March 2003
Charles Schwab 1997 - 1999
Charles Schwab 1996 - 1997
Education
University of California, Berkeley 1990 — 1995
B.A., History
Acalanes High School 1986 — 1990
Craig Mitchell Craig Mitchell's Banc of America Securities Experience May 2004 - August 2004
Job President at Mitchell Partners, Inc.
Industry Financial Services
Experience
Mitchell Partners, Inc. December 2013 - Present
LP Capital Advisors January 2008 - December 2013
Wachovia Securities July 2005 - December 2007
Banc of America Securities May 2004 - August 2004
Epicor November 2000 - November 2002
Profitability 1996 - 2000
Noodles & Co. 1996 - 1998
LIDS Sports Group April 1995 - October 1995
Ernst & Young September 1992 - April 1995
Skills
Capital, Mergers, Financial Modeling, Corporate Finance, Private Equity, Valuation, Due Diligence, Financial Analysis, Investment Banking, Asset Management, Investments, Portfolio Management, Capital Markets, Venture Capital, Debt, Leveraged Finance, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
M.B.A, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1992
B.S., Business Administration
University of California, Santa Barbara 1988 — 1990
Mitchell Partners, Inc. December 2013 - Present
LP Capital Advisors January 2008 - December 2013
Wachovia Securities July 2005 - December 2007
Banc of America Securities May 2004 - August 2004
Epicor November 2000 - November 2002
Profitability 1996 - 2000
Noodles & Co. 1996 - 1998
LIDS Sports Group April 1995 - October 1995
Ernst & Young September 1992 - April 1995
Skills
Capital, Mergers, Financial Modeling, Corporate Finance, Private Equity, Valuation, Due Diligence, Financial Analysis, Investment Banking, Asset Management, Investments, Portfolio Management, Capital Markets, Venture Capital, Debt, Leveraged Finance, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
M.B.A, Business Administration
University of California, Berkeley, Haas School of Business 1990 — 1992
B.S., Business Administration
University of California, Santa Barbara 1988 — 1990
Ann Le Ann Le's Banc of America Securities Experience June 2000 - June 2007
Job Secret Cinema US
Industry Entertainment
Experience
Secret Cinema August 2014 - Present
New Economy Campaigns February 2014 - Present
Dear White People 2009 - Present
The Little Saigon Cookbook January 2006 - Present
NBCUniversal, Inc. August 2014 - July 2015
the Hub LA May 2012 - February 2014
Universal Pictures June 2008 - March 2012
INST MSGS (Instant Messages) Web Series June 2009 - May 2010
Banc of America Securities June 2000 - June 2007
Merrill Lynch December 1997 - June 1999
Skills
Entertainment, Digital Media, New Media, Film Production, Non-profits, finance, Culinary, Creative Writer, Film, Start-ups, Mergers & Acquisitions, Finance, Social Networking, Nonprofits, Social Media Marketing, Content Strategy, Content Development, Sales, Television, Creative Writing, Digital Strategy, Copywriting, Entrepreneurship, Press Releases, Culinary Skills, Storytelling, Video Production, Editing, Strategy, Blogging, Post Production
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA
New School of Cooking 2005 — 2007
Culinary
University of California, Berkeley 1996 — 2000
B.A., Economics
Thames Valley University 1998 — 1999
Study Abroad, Economics
Esperanza High School 1993 — 1996
Secret Cinema August 2014 - Present
New Economy Campaigns February 2014 - Present
Dear White People 2009 - Present
The Little Saigon Cookbook January 2006 - Present
NBCUniversal, Inc. August 2014 - July 2015
the Hub LA May 2012 - February 2014
Universal Pictures June 2008 - March 2012
INST MSGS (Instant Messages) Web Series June 2009 - May 2010
Banc of America Securities June 2000 - June 2007
Merrill Lynch December 1997 - June 1999
Skills
Entertainment, Digital Media, New Media, Film Production, Non-profits, finance, Culinary, Creative Writer, Film, Start-ups, Mergers & Acquisitions, Finance, Social Networking, Nonprofits, Social Media Marketing, Content Strategy, Content Development, Sales, Television, Creative Writing, Digital Strategy, Copywriting, Entrepreneurship, Press Releases, Culinary Skills, Storytelling, Video Production, Editing, Strategy, Blogging, Post Production
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA
New School of Cooking 2005 — 2007
Culinary
University of California, Berkeley 1996 — 2000
B.A., Economics
Thames Valley University 1998 — 1999
Study Abroad, Economics
Esperanza High School 1993 — 1996
Ralph Ho's Banc of America Securities Experience March 1995 - November 1999
Job COO at Sequoia Capital Global Equities
Industry Investment Management
Experience
Sequoia Capital Global Equities July 2008 - Present
Clarium Capital Management February 2003 - May 2007
PayPal Asset Management, Inc. January 2002 - February 2003
PayPal, Inc. November 1999 - February 2003
PayPal - eBay 1999 - 2003
PayPal (San Jose, CA - HQ) 1999 - 2002
Banc of America Securities March 1995 - November 1999
Skills
Management, Start-ups, Hedge Funds, Venture Capital, Leadership, Private Equity, Investments, Finance, Entrepreneurship, Alternative Investments, Financial Modeling, Capital Markets
Education
University of California San Diego 1989 — 1994
BS
Sequoia Capital Global Equities July 2008 - Present
Clarium Capital Management February 2003 - May 2007
PayPal Asset Management, Inc. January 2002 - February 2003
PayPal, Inc. November 1999 - February 2003
PayPal - eBay 1999 - 2003
PayPal (San Jose, CA - HQ) 1999 - 2002
Banc of America Securities March 1995 - November 1999
Skills
Management, Start-ups, Hedge Funds, Venture Capital, Leadership, Private Equity, Investments, Finance, Entrepreneurship, Alternative Investments, Financial Modeling, Capital Markets
Education
University of California San Diego 1989 — 1994
BS
Raja Khanna's Banc of America Securities Experience 2003 - 2006
Job at
Industry Investment Banking
Experience
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
RBC Capital Markets 2013 - Present
KeyBanc Capital Markets 2012 - 2013
Barclays Capital 2009 - 2012
Lehman Brothers 2006 - 2009
Banc of America Securities 2003 - 2006
Arthur Andersen 2000 - 2002
Ernst & Young 1999 - 2000
Asthma and Allergy Foundation of America 1997 - 1998
Skills
Cross-functional Team..., Organizational..., Transaction Execution, Negotiation, M&A due diligence, Operational Due..., Financial Analysis, Capital Structure..., Creative Financing, Debt Financing, Equity Financing, Industry Analysis, Market Analysis, Business Strategy, Strategic Planning, Investment Banking, Corporate Development, Portfolio Strategy, Valuation, Strategic Presentations, Acquisition Analysis, Healthcare Industry, Industrial Industry, Financial Accounting, Capital Structure, Due Diligence, Equities, Investments, Business Valuation, Mergers & Acquisitions, Competitive Analysis, Financial Structuring
Education
University of California, Berkeley 2002 — 2004
MBA, Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
Master in Accounting, Accounting
University of North Carolina at Chapel Hill 1993 — 1997
BSPH, Health Services Administration
Samphas Chhea's Banc of America Securities Experience June 2007 - April 2009
Job
Industry Investment Banking
Experience
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Mercedes Hung's Banc of America Securities Experience 1998 - 1999
Job Programmer Analyst QM Consultant
Industry Computer Software
Experience
Sage Software October 2013 - January 2015
Kaseya - Software Company May 2010 - October 2013
Capital Group 2007 - June 2009
Safeco 2005 - 2007
City of Los Angeles 2003 - 2005
Remarq - Software Company 1999 - 2003
Banc of America Securities 1998 - 1999
Oracle [formerly Sun Microsystems] - Software 1995 - 1998
Ross Stores, Inc. 1993 - 1995
FedEx Express 1990 - 1993
Skills
Test Automation, Quality Assurance, Test Planning, Unix, Agile Methodologies, XML, Microsoft SQL Server, .NET, Java, C#, Software Project..., Software Development, Eclipse, JIRA, SaaS, VMware, Selenium, HTML, Cloud Computing, Requirements Analysis, Scrum, JUnit, SOAP, SOA, JSON, REST, Windows Azure, ASP.NET AJAX, JScript.NET, Visual Studio, Github, TeamCity, HP QTP, Regression Testing, Oracle, Quality Center, Databases, Web Services, Manual Testing, Web Applications, Testing
Education
Universidad Simón Bolívar
Bachelor of Computer Science.
Sage Software October 2013 - January 2015
Kaseya - Software Company May 2010 - October 2013
Capital Group 2007 - June 2009
Safeco 2005 - 2007
City of Los Angeles 2003 - 2005
Remarq - Software Company 1999 - 2003
Banc of America Securities 1998 - 1999
Oracle [formerly Sun Microsystems] - Software 1995 - 1998
Ross Stores, Inc. 1993 - 1995
FedEx Express 1990 - 1993
Skills
Test Automation, Quality Assurance, Test Planning, Unix, Agile Methodologies, XML, Microsoft SQL Server, .NET, Java, C#, Software Project..., Software Development, Eclipse, JIRA, SaaS, VMware, Selenium, HTML, Cloud Computing, Requirements Analysis, Scrum, JUnit, SOAP, SOA, JSON, REST, Windows Azure, ASP.NET AJAX, JScript.NET, Visual Studio, Github, TeamCity, HP QTP, Regression Testing, Oracle, Quality Center, Databases, Web Services, Manual Testing, Web Applications, Testing
Education
Universidad Simón Bolívar
Bachelor of Computer Science.
Jessica Henselmann's Banc of America Securities Experience 1997 - 1999
Job Principal at DHR International
Industry Staffing and Recruiting
Experience
DHR International March 2014 - Present
The Caldwell Partners July 2012 - March 2014
Jamesbeck Global Partners November 2004 - July 2012
ACA Financial LLC November 2001 - October 2004
RBC Dain Rauscher 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Banking, Investor Relations, Marketing, Finance, Financial Services, Business Strategy, Private Equity, Executive Search, Business Development, Asset Management, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Recruiting, Management, Investments, Economics
Education
University of California, Davis 1993 — 1997
BA, Political Science
Glen A. Wilson High School
Glen A. Wilson High School
DHR International March 2014 - Present
The Caldwell Partners July 2012 - March 2014
Jamesbeck Global Partners November 2004 - July 2012
ACA Financial LLC November 2001 - October 2004
RBC Dain Rauscher 1999 - 2001
Banc of America Securities 1997 - 1999
Skills
Banking, Investor Relations, Marketing, Finance, Financial Services, Business Strategy, Private Equity, Executive Search, Business Development, Asset Management, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Recruiting, Management, Investments, Economics
Education
University of California, Davis 1993 — 1997
BA, Political Science
Glen A. Wilson High School
Glen A. Wilson High School
Brian Sevilla, CFA's Banc of America Securities Experience September 1999 - March 2002
Job Director, Investor Relations and Corporate Development
Industry Investment Management
Experience
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments July 2007 - July 2013
Franklin Templeton Investments August 2005 - July 2007
Franklin Templeton Investments March 2002 - August 2005
Banc of America Securities September 1999 - March 2002
Skills
Investor Relations, Corporate Development, Capital Markets, Financial Analysis, Valuation, Asset Management, Mutual Funds, Excel, PowerPoint, M&A Modeling, Credit Rating, ThomsonOne
Education
University of San Francisco 2003 — 2006
MBA
University of California, Berkeley 1994 — 1999
BA
Franklin Templeton Investments July 2013 - Present
Franklin Templeton Investments July 2007 - July 2013
Franklin Templeton Investments August 2005 - July 2007
Franklin Templeton Investments March 2002 - August 2005
Banc of America Securities September 1999 - March 2002
Skills
Investor Relations, Corporate Development, Capital Markets, Financial Analysis, Valuation, Asset Management, Mutual Funds, Excel, PowerPoint, M&A Modeling, Credit Rating, ThomsonOne
Education
University of San Francisco 2003 — 2006
MBA
University of California, Berkeley 1994 — 1999
BA
Chong Luke's Banc of America Securities Experience 2000 - 2000
Job Director Treasury at AltaGas Ltd.
Industry Oil & Energy
Experience
Agrium Inc. 2005 - 2011
ASTRUM Utility Services 2002 - 2005
Finaventures 2002 - 2002
Blindlight Media LLC 2001 - 2001
Banc of America Securities 2000 - 2000
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Capital Markets, Mergers, Cash Management, Corporate Finance, Treasury, Due Diligence, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Treasury Management, Mergers & Acquisitions, Forecasting, Risk Management, Strategy, Finance, Investments, Business Planning, Strategic Planning, Analysis, Project Planning, Start-ups, Portfolio Management, Banking, Private Equity, Cash Flow, Internal Audit, Business Strategy, Financial Risk
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Masters of Business Administration (MBA), Finance, Strategy, and Marketing
The University of Calgary 1992 — 1996
Bachelor of Commerce, Accounting
Agrium Inc. 2005 - 2011
ASTRUM Utility Services 2002 - 2005
Finaventures 2002 - 2002
Blindlight Media LLC 2001 - 2001
Banc of America Securities 2000 - 2000
Merrill Lynch 1999 - 2000
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Skills
Capital Markets, Mergers, Cash Management, Corporate Finance, Treasury, Due Diligence, Sarbanes-Oxley Act, Management Consulting, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Treasury Management, Mergers & Acquisitions, Forecasting, Risk Management, Strategy, Finance, Investments, Business Planning, Strategic Planning, Analysis, Project Planning, Start-ups, Portfolio Management, Banking, Private Equity, Cash Flow, Internal Audit, Business Strategy, Financial Risk
Education
University of California, Los Angeles - The Anderson School of Management 2000 — 2002
Masters of Business Administration (MBA), Finance, Strategy, and Marketing
The University of Calgary 1992 — 1996
Bachelor of Commerce, Accounting
Gary H. Liu's Banc of America Securities Experience 2004 - 2005
Job
Industry International Trade and Development
Experience
MDI Forest Products, LLC January 2009 - Present
Rockwood Capital 2005 - 2009
Banc of America Securities 2004 - 2005
Education
University of California, Berkeley 1998 — 2003
BA, Cognitive Science
MDI Forest Products, LLC January 2009 - Present
Rockwood Capital 2005 - 2009
Banc of America Securities 2004 - 2005
Education
University of California, Berkeley 1998 — 2003
BA, Cognitive Science
Prerak Sanghvi's Banc of America Securities Experience September 2005 - August 2008
Job Capital Markets Technologist
Industry Capital Markets
Experience
IEX Group, Inc. July 2013 - Present
RBC Capital Markets December 2011 - July 2013
RBC Capital Markets September 2009 - December 2011
Myrias LLC August 2008 - September 2009
Banc of America Securities September 2005 - August 2008
Epic Systems Corporation March 2002 - September 2005
Cymfony, Inc. May 2001 - March 2002
Skills
Trading Systems, Electronic Trading, Equities, Trading System, Program Trading, Risk Management, Equity Trading, Capital Markets, Market Data, Trading
Education
University at Buffalo 2000 — 2001
M.S., Computer Science
Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Chemical Engineering
IEX Group, Inc. July 2013 - Present
RBC Capital Markets December 2011 - July 2013
RBC Capital Markets September 2009 - December 2011
Myrias LLC August 2008 - September 2009
Banc of America Securities September 2005 - August 2008
Epic Systems Corporation March 2002 - September 2005
Cymfony, Inc. May 2001 - March 2002
Skills
Trading Systems, Electronic Trading, Equities, Trading System, Program Trading, Risk Management, Equity Trading, Capital Markets, Market Data, Trading
Education
University at Buffalo 2000 — 2001
M.S., Computer Science
Maharaja Sayajirao University of Baroda 1996 — 2000
B.E., Chemical Engineering
Dann Langan's Banc of America Securities Experience 1999 - 2000
Job CTO, VP Professional Services at Eaton & Associates
Industry Information Technology and Services
Experience
Eaton & Associates 2009 - Present
AMB Property Corporation 2008 - 2009
MicroMenders, Inc. 1997 - 2009
Nektar Therapeutics 2005 - 2005
Gray Cary 2004 - 2004
Thelen Reid & Priest LLP 2003 - 2003
Oakland Raiders 2002 - 2002
Brobeck, Phleger & Harrison 2001 - 2002
Banc of America Securities 1999 - 2000
San Francisco International Airport 1999 - 2000
Skills
VMware, Active Directory, Cisco Technologies, Citrix, Microsoft Exchange, Windows, Dell Computers, Compellent, Virtualization, Data Center, Disaster Recovery, Cloud Computing, Security, Windows Server, Integration, Servers, Project Management, System Deployment, Storage, Databases, VMware Infrastructure, Enterprise Software, IT Operations, TCP/IP, System Administration, VPN, Firewalls, Infrastructure, Network Administration, Unix, Operating Systems, Xen, Networking, SQL, SAN, WAN, Citrix Metaframe, Network Security, Technical Support, Professional Services, Troubleshooting, XP, IT Management, Routing, Hardware, SaaS, High Availability, Computer Security, Cisco IOS, VMware ESX
Education
University of California, Santa Cruz 1990 — 1994
Bachelors, Physics
CVHS
Nutanix University
Eaton & Associates 2009 - Present
AMB Property Corporation 2008 - 2009
MicroMenders, Inc. 1997 - 2009
Nektar Therapeutics 2005 - 2005
Gray Cary 2004 - 2004
Thelen Reid & Priest LLP 2003 - 2003
Oakland Raiders 2002 - 2002
Brobeck, Phleger & Harrison 2001 - 2002
Banc of America Securities 1999 - 2000
San Francisco International Airport 1999 - 2000
Skills
VMware, Active Directory, Cisco Technologies, Citrix, Microsoft Exchange, Windows, Dell Computers, Compellent, Virtualization, Data Center, Disaster Recovery, Cloud Computing, Security, Windows Server, Integration, Servers, Project Management, System Deployment, Storage, Databases, VMware Infrastructure, Enterprise Software, IT Operations, TCP/IP, System Administration, VPN, Firewalls, Infrastructure, Network Administration, Unix, Operating Systems, Xen, Networking, SQL, SAN, WAN, Citrix Metaframe, Network Security, Technical Support, Professional Services, Troubleshooting, XP, IT Management, Routing, Hardware, SaaS, High Availability, Computer Security, Cisco IOS, VMware ESX
Education
University of California, Santa Cruz 1990 — 1994
Bachelors, Physics
CVHS
Nutanix University
Esteban Schreck's Banc of America Securities Experience January 2009 - June 2009
Job
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan September 2010 - January 2013
Morgan Stanley June 2009 - September 2010
Banc of America Securities January 2009 - June 2009
Banc of America Securities October 2006 - January 2009
Deustche Bank January 2006 - October 2006
Citigroup June 2004 - January 2006
Skills
Investment Banking, Banking, Private Equity, Valuation, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Financial Modeling, Equities, Hedge Funds, Emerging Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Corporate Finance and Investment Management
Universidad Torcuato di Tella 1994 — 1998
Bachelor of Science (BS), Economics
Belgrano Day School 1979 — 1993
J.P. Morgan January 2013 - Present
J.P. Morgan September 2010 - January 2013
Morgan Stanley June 2009 - September 2010
Banc of America Securities January 2009 - June 2009
Banc of America Securities October 2006 - January 2009
Deustche Bank January 2006 - October 2006
Citigroup June 2004 - January 2006
Skills
Investment Banking, Banking, Private Equity, Valuation, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Financial Modeling, Equities, Hedge Funds, Emerging Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Corporate Finance and Investment Management
Universidad Torcuato di Tella 1994 — 1998
Bachelor of Science (BS), Economics
Belgrano Day School 1979 — 1993
Marie Spark, PMP's Banc of America Securities Experience July 2000 - January 2003
Job
Industry Information Technology and Services
Experience
Golden Gate University May 2015 - Present
Independent Consultant June 2013 - Present
Weight Watchers May 2015 - Present
ITT Technical Institute March 2013 - April 2015
PMI - San Francisco Bay Area Chapter August 2012 - March 2015
Bank of America May 2011 - March 2012
Bank of America September 2010 - March 2012
Bank of America September 2008 - April 2011
Bank of America July 2003 - September 2008
Banc of America Securities July 2000 - January 2003
Skills
Training, Project Management, PMP, Leadership, Cross-functional Team..., Change Management, Process Improvement, Management, PMO, Six Sigma, Project Planning, Microsoft Excel, PowerPoint, Team Leadership, Software Project..., Training Delivery, SharePoint, Public Speaking, SDLC, Coaching, Banking, Events Coordination, Business Process..., Business Coaching, Toastmasters, Minitab, Mergers & Acquisitions, Business Process, Recruiting, JMP, Niku Clarity, Business Management, Risk, test
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA
University of California, Berkeley 1986 — 1990
BA, Rhetoric, French
University High school
Golden Gate University May 2015 - Present
Independent Consultant June 2013 - Present
Weight Watchers May 2015 - Present
ITT Technical Institute March 2013 - April 2015
PMI - San Francisco Bay Area Chapter August 2012 - March 2015
Bank of America May 2011 - March 2012
Bank of America September 2010 - March 2012
Bank of America September 2008 - April 2011
Bank of America July 2003 - September 2008
Banc of America Securities July 2000 - January 2003
Skills
Training, Project Management, PMP, Leadership, Cross-functional Team..., Change Management, Process Improvement, Management, PMO, Six Sigma, Project Planning, Microsoft Excel, PowerPoint, Team Leadership, Software Project..., Training Delivery, SharePoint, Public Speaking, SDLC, Coaching, Banking, Events Coordination, Business Process..., Business Coaching, Toastmasters, Minitab, Mergers & Acquisitions, Business Process, Recruiting, JMP, Niku Clarity, Business Management, Risk, test
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA
University of California, Berkeley 1986 — 1990
BA, Rhetoric, French
University High school
Mathew Xavier's Banc of America Securities Experience May 2007 - December 2007
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
Veronica Osetinsky's Banc of America Securities Experience February 2006 - September 2006
Job Director, Healthplans.com at Katch
Industry Internet
Experience
Katch LLC September 2012 - Present
Quinstreet November 2009 - September 2012
Paramax Capital October 2006 - March 2009
Banc of America Securities February 2006 - September 2006
Wall Street Analytics 2003 - 2006
Pacific Gas and Electric Company January 2003 - September 2003
Education
University of California, Berkeley
BA, Economics with math & computer science coursework
Katch LLC September 2012 - Present
Quinstreet November 2009 - September 2012
Paramax Capital October 2006 - March 2009
Banc of America Securities February 2006 - September 2006
Wall Street Analytics 2003 - 2006
Pacific Gas and Electric Company January 2003 - September 2003
Education
University of California, Berkeley
BA, Economics with math & computer science coursework
Kimberly Snell's Banc of America Securities Experience September 1997 - August 2004
Job Experienced Executive Assistant Open To New Opportunities!
Industry Financial Services
Experience
Various Contract Positions June 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Nollenberger Capital Partners September 2005 - August 2009
Banc of America Securities September 1997 - August 2004
Skills
Concur, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Executive Support, Executive..., Spreadsheets, Office Management, Heavy Calendaring, Meeting Scheduling, Office Administration, Administrative..., Event Planning, Leadership, Management, Marketing, Microsoft Office, Microsoft Word
Education
University of Cincinnati
Various Contract Positions June 2013 - Present
Robert W. Baird & Co. July 2010 - June 2013
Nollenberger Capital Partners September 2005 - August 2009
Banc of America Securities September 1997 - August 2004
Skills
Concur, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Calendars, Confidentiality, Executive Support, Executive..., Spreadsheets, Office Management, Heavy Calendaring, Meeting Scheduling, Office Administration, Administrative..., Event Planning, Leadership, Management, Marketing, Microsoft Office, Microsoft Word
Education
University of Cincinnati
Scott Buck's Banc of America Securities Experience February 2006 - April 2009
Job Financial Services Professional
Industry Financial Services
Experience
Imperial Capital, LLC September 2013 - Present
Susquehanna International Group December 2009 - March 2012
Banc of America Securities February 2006 - April 2009
Putnam Lovell Securities July 2004 - February 2006
Skills
Investment Banking, Buy-side, Hedge Funds, Fixed Income, Financial Analysis, Series 63, Derivatives
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business-Finace
Imperial Capital, LLC September 2013 - Present
Susquehanna International Group December 2009 - March 2012
Banc of America Securities February 2006 - April 2009
Putnam Lovell Securities July 2004 - February 2006
Skills
Investment Banking, Buy-side, Hedge Funds, Fixed Income, Financial Analysis, Series 63, Derivatives
Education
University of Southern California - Marshall School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business-Finace
Kelly Blake Rogers's Banc of America Securities Experience August 2006 - July 2008
Job Fixed Income Sales
Industry Capital Markets
Experience
Barclays Investment Bank September 2015 - Present
Royal Bank of Scotland July 2008 - August 2015
Banc of America Securities August 2006 - July 2008
JPMorgan May 2005 - August 2005
Skills
Bloomberg, Customer Relations, Fixed Income, Derivatives, Investments, Capital Markets, Credit, Sales, Customer Service, Financial Analysis, Investment Banking, Bonds, Microsoft Office
Education
University of Arizona 2002 — 2006
BA, Economics, Business and History
Barclays Investment Bank September 2015 - Present
Royal Bank of Scotland July 2008 - August 2015
Banc of America Securities August 2006 - July 2008
JPMorgan May 2005 - August 2005
Skills
Bloomberg, Customer Relations, Fixed Income, Derivatives, Investments, Capital Markets, Credit, Sales, Customer Service, Financial Analysis, Investment Banking, Bonds, Microsoft Office
Education
University of Arizona 2002 — 2006
BA, Economics, Business and History
Jeff Schiamberg's Banc of America Securities Experience May 2003 - April 2009
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
RBC Capital Markets November 2009 - Present
Banc of America Securities May 2003 - April 2009
Merrill Lynch 1999 - 2002
Skills
Investment Banking, Private Equity, Capital Markets
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
University of California, Los Angeles 1989 — 1993
BA, Biz/Econ
Angela Ciborowski's Banc of America Securities Experience 1999 - 2001
Job Advisory Campus Recruiting Project Manager at EY
Industry Human Resources
Experience
Ernst & Young February 2001 - Present
Banc of America Securities 1999 - 2001
Arthur Andersen September 1997 - September 1999
Skills
Business Process..., Management Consulting, Performance Improvement, Talent Management, Change Management, Organizational Design
Education
University of California, Davis 1993 — 1997
Ernst & Young February 2001 - Present
Banc of America Securities 1999 - 2001
Arthur Andersen September 1997 - September 1999
Skills
Business Process..., Management Consulting, Performance Improvement, Talent Management, Change Management, Organizational Design
Education
University of California, Davis 1993 — 1997
Summer Gorman Petersil's Banc of America Securities Experience 1999 - 2002
Job Director at FTSE Russell
Industry Financial Services
Experience
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
Jonathan Ho's Banc of America Securities Experience June 2001 - February 2008
Job Vice President, Finance at Exelixis
Industry Biotechnology
Experience
Exelixis March 2008 - Present
Banc of America Securities June 2001 - February 2008
Education
University of California, Berkeley 1997 — 2001
BA, Economics
Exelixis March 2008 - Present
Banc of America Securities June 2001 - February 2008
Education
University of California, Berkeley 1997 — 2001
BA, Economics
Ceily Landman's Banc of America Securities Experience January 2002 - June 2002
Job at home
Industry Arts and Crafts
Experience
at home October 2005 - Present
DHAP Digial, Inc. February 2004 - October 2005
LustreCal April 2003 - September 2003
Active Index Advisors December 2002 - September 2003
Banc of America Securities January 2002 - June 2002
BlueLight.com September 2000 - October 2001
Morgan Stanley Online October 1999 - September 2000
Banc of America Securities February 1998 - October 1999
Skills
Java programming
Education
Institute of European Studies, Paris, France
University of Colorado at Boulder
BA
at home October 2005 - Present
DHAP Digial, Inc. February 2004 - October 2005
LustreCal April 2003 - September 2003
Active Index Advisors December 2002 - September 2003
Banc of America Securities January 2002 - June 2002
BlueLight.com September 2000 - October 2001
Morgan Stanley Online October 1999 - September 2000
Banc of America Securities February 1998 - October 1999
Skills
Java programming
Education
Institute of European Studies, Paris, France
University of Colorado at Boulder
BA
Andre DeVilbiss's Banc of America Securities Experience July 2000 - March 2008
Job Vice President, Strategic Development
Industry Renewables & Environment
Experience
Recurrent Energy May 2008 - Present
Banc of America Securities July 2000 - March 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2009
The University of Chicago 1993 — 1997
BA, Economcis
Recurrent Energy May 2008 - Present
Banc of America Securities July 2000 - March 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2009
The University of Chicago 1993 — 1997
BA, Economcis
Jennifer Emmett's Banc of America Securities Experience June 1999 - April 2000
Job Director of Operations at Lucas Venture Group
Industry Venture Capital & Private Equity
Experience
Lucas Venture Group October 2013 - Present
Trident Capital July 2007 - January 2013
Tyco Healthcare October 2006 - June 2007
Texas Pacific Group May 2005 - September 2006
Alliant Partners February 2003 - April 2005
Alliant Partners May 2000 - January 2003
Banc of America Securities June 1999 - April 2000
Montgomery Securities September 1997 - June 1999
Skills
Office Administration, Office Management, Venture Capital, Mergers, Calendaring, Outlook, Concur, Start-ups, Executive Support, Calendars, Travel Arrangements, Event Planning, Project Coordination, Financial Accounting, Expense Reports, Spreadsheets
Education
University of California, Berkeley 1993 — 1996
Bachelor of Arts, History
Lucas Venture Group October 2013 - Present
Trident Capital July 2007 - January 2013
Tyco Healthcare October 2006 - June 2007
Texas Pacific Group May 2005 - September 2006
Alliant Partners February 2003 - April 2005
Alliant Partners May 2000 - January 2003
Banc of America Securities June 1999 - April 2000
Montgomery Securities September 1997 - June 1999
Skills
Office Administration, Office Management, Venture Capital, Mergers, Calendaring, Outlook, Concur, Start-ups, Executive Support, Calendars, Travel Arrangements, Event Planning, Project Coordination, Financial Accounting, Expense Reports, Spreadsheets
Education
University of California, Berkeley 1993 — 1996
Bachelor of Arts, History
Audrey Kingsley's Banc of America Securities Experience May 2000 - August 2000
Job Finance Professional
Industry Banking
Experience
SUNY Levin Institute January 2012 - May 2012
Self Employed 2009 - 2012
Citigroup July 2006 - March 2008
Bear Stearns October 2005 - July 2006
Bear Stearns October 2003 - October 2005
Banc of America Securities May 2000 - August 2000
Greenway Partners, LP January 1996 - August 1999
Bear Stearns April 1992 - December 1995
Skills
Equities, Structured Finance, Securitization
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
State University of New York at Albany
Bachelor of Science (B.S.), Economics
SUNY Levin Institute January 2012 - May 2012
Self Employed 2009 - 2012
Citigroup July 2006 - March 2008
Bear Stearns October 2005 - July 2006
Bear Stearns October 2003 - October 2005
Banc of America Securities May 2000 - August 2000
Greenway Partners, LP January 1996 - August 1999
Bear Stearns April 1992 - December 1995
Skills
Equities, Structured Finance, Securitization
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
State University of New York at Albany
Bachelor of Science (B.S.), Economics
Raymond Ko's Banc of America Securities Experience 2005 - 2007
Job Strategic Equity Transactions at Societe Generale Corporate and Investment Banking SG CIB
Industry Capital Markets
Experience
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
Nomura Securities July 2009 - May 2014
U.S. Department of the Treasury March 2009 - June 2009
Lehman Brothers April 2007 - October 2008
Banc of America Securities 2005 - 2007
Cleary Gottlieb Steen & Hamilton LLP September 1997 - February 2005
Skills
Capital Markets, Securities, Structured Finance, Derivatives, Private Equity
Education
University of Pennsylvania Law School 1994 — 1997
JD
University of California, Berkeley 1989 — 1993
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1993
Bachelor of Science (BS), Business Administration
Societe Generale Corporate and Investment Banking - SG CIB June 2014 - Present
Nomura Securities July 2009 - May 2014
U.S. Department of the Treasury March 2009 - June 2009
Lehman Brothers April 2007 - October 2008
Banc of America Securities 2005 - 2007
Cleary Gottlieb Steen & Hamilton LLP September 1997 - February 2005
Skills
Capital Markets, Securities, Structured Finance, Derivatives, Private Equity
Education
University of Pennsylvania Law School 1994 — 1997
JD
University of California, Berkeley 1989 — 1993
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 1989 — 1993
Bachelor of Science (BS), Business Administration
Stephen Ewald's Banc of America Securities Experience June 2007 - May 2008
Job General Counsel at Medpace, Inc.
Industry Law Practice
Experience
Medpace, Inc. June 2012 - Present
Brevet Capital Management April 2011 - June 2012
Cantor Fitzgerald May 2009 - May 2011
Bank of America - Principal Capital Group May 2008 - May 2009
Banc of America Securities June 2007 - May 2008
Banc of America Securities April 2006 - June 2007
Bank of America August 1999 - April 2006
Cadwalader, Wickersham & Taft LLP November 1997 - August 1999
Fifth Third Bank 1992 - 1997
Skills
Legal Services, Compliance Management, Operations Management, Structured Finance, Fixed Income, Loans, Financial Markets, Compliance, Bankruptcy, Capital Markets, Corporate Finance, Hedge Funds, Securities, Corporate Governance, Asset Management, Debt, Corporate Law, Risk Management, Contract Negotiation, Credit, Banking, Alternative Investments, Securities Law, Mergers & Acquisitions, Restructuring, Financial Structuring, Finance, Litigation, Structured Products, Legal Assistance, Derivatives, Portfolio Management, Securities Regulation, Financial Risk, Equities, Financial Services, Securitization, Venture Capital, Distress Sales, Due Diligence, Investments, FX Options, Private Equity, Investment Banking, Strategy, Trading, Emerging Markets, AML, IPO, Syndications
Education
University of Cincinnati College of Law 1991 — 1994
J.D., Law
University of Cincinnati 1988 — 1991
B.A., Political Science
Findlay High School
Findlay High School
Medpace, Inc. June 2012 - Present
Brevet Capital Management April 2011 - June 2012
Cantor Fitzgerald May 2009 - May 2011
Bank of America - Principal Capital Group May 2008 - May 2009
Banc of America Securities June 2007 - May 2008
Banc of America Securities April 2006 - June 2007
Bank of America August 1999 - April 2006
Cadwalader, Wickersham & Taft LLP November 1997 - August 1999
Fifth Third Bank 1992 - 1997
Skills
Legal Services, Compliance Management, Operations Management, Structured Finance, Fixed Income, Loans, Financial Markets, Compliance, Bankruptcy, Capital Markets, Corporate Finance, Hedge Funds, Securities, Corporate Governance, Asset Management, Debt, Corporate Law, Risk Management, Contract Negotiation, Credit, Banking, Alternative Investments, Securities Law, Mergers & Acquisitions, Restructuring, Financial Structuring, Finance, Litigation, Structured Products, Legal Assistance, Derivatives, Portfolio Management, Securities Regulation, Financial Risk, Equities, Financial Services, Securitization, Venture Capital, Distress Sales, Due Diligence, Investments, FX Options, Private Equity, Investment Banking, Strategy, Trading, Emerging Markets, AML, IPO, Syndications
Education
University of Cincinnati College of Law 1991 — 1994
J.D., Law
University of Cincinnati 1988 — 1991
B.A., Political Science
Findlay High School
Findlay High School
Jeff Heimann's Banc of America Securities Experience January 1997 - February 2009
Job Managing Director at Tribal Financial Advisors, Inc.
Industry Investment Banking
Experience
Tribal Financial Advisors, Inc. April 2010 - Present
Innovation Capital, LLC February 2009 - April 2010
Banc of America Securities January 1997 - February 2009
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Leveraged Finance, Due Diligence, Mergers & Acquisitions, LBO, Structured Finance, Financial Structuring, Hedge Funds, Venture Capital, Valuation, Corporate Development, High Yield, Corporate Finance, Finance, M&A experience, Alternative Investments, Capital Structure, DCF, Debt Restructuring, Investor Relations, Private Placements, Restructuring
Education
University of California, Berkeley 1992 — 1996
Economics, Economics, Business Administration
Tribal Financial Advisors, Inc. April 2010 - Present
Innovation Capital, LLC February 2009 - April 2010
Banc of America Securities January 1997 - February 2009
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Leveraged Finance, Due Diligence, Mergers & Acquisitions, LBO, Structured Finance, Financial Structuring, Hedge Funds, Venture Capital, Valuation, Corporate Development, High Yield, Corporate Finance, Finance, M&A experience, Alternative Investments, Capital Structure, DCF, Debt Restructuring, Investor Relations, Private Placements, Restructuring
Education
University of California, Berkeley 1992 — 1996
Economics, Economics, Business Administration
Anne-Elizabeth Mahlum's Banc of America Securities Experience June 2008 - August 2008
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
SunTrust Robinson Humphrey December 2009 - Present
Banc of America Securities June 2008 - August 2008
Morgan Asset Management January 2008 - May 2008
Morgan Keegan January 2007 - May 2007
Education
University of Alabama, Manderson Graduate School of Business 2007 — 2009
MS, Financial Risk Strategy
University of Alabama 2004 — 2008
BS, Finance
Ken Aiso's Banc of America Securities Experience 1993 - 2003
Job Vice President at City National Bank
Industry Banking
Experience
City National Bank Vice PresidentCity National Bank2005 - Present
Banc of America Securities 1993 - 2003
Skills
Asset Managment, USA PATRIOT Act, Banking, AML, Bank Secrecy Act
Education
University of California, Los Angeles 1984 — 1989
City National Bank Vice PresidentCity National Bank2005 - Present
Banc of America Securities 1993 - 2003
Skills
Asset Managment, USA PATRIOT Act, Banking, AML, Bank Secrecy Act
Education
University of California, Los Angeles 1984 — 1989
David Ettenger, CFA's Banc of America Securities Experience June 2008 - January 2009
Job Senior Associate at Bow River Capital Partners
Industry Investment Management
Experience
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Robert Sakai's Banc of America Securities Experience 2001 - 2005
Job Director at MUFG Union Bank N.A.
Industry Banking
Experience
MUFG Union Bank N.A. March 2011 - Present
Bank of the West 2010 - 2011
Fitch Ratings 2009 - 2010
BNP Paribas 2005 - 2007
Banc of America Securities 2001 - 2005
S&P 1997 - 2001
Skills
Public Finance, Financial Modeling, Fixed Income, Credit Analysis, Capital Markets, Investment Banking, Credit, Portfolio Management, Credit Risk, Financial Analysis
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of Southern California 1989 — 1991
MS, Environmental Engineering
University of California, Los Angeles 1984 — 1988
BS, Chemical Engineering
MUFG Union Bank N.A. March 2011 - Present
Bank of the West 2010 - 2011
Fitch Ratings 2009 - 2010
BNP Paribas 2005 - 2007
Banc of America Securities 2001 - 2005
S&P 1997 - 2001
Skills
Public Finance, Financial Modeling, Fixed Income, Credit Analysis, Capital Markets, Investment Banking, Credit, Portfolio Management, Credit Risk, Financial Analysis
Education
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Finance
University of Southern California 1989 — 1991
MS, Environmental Engineering
University of California, Los Angeles 1984 — 1988
BS, Chemical Engineering
Preetesh Bengali's Banc of America Securities Experience May 2004 - January 2005
Job Manager, Sales Finance (Sales Compensation) at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
Deloitte July 2013 - April 2015
Mercer Human Resource Consulting August 2010 - June 2013
University of Michigan Ross School of Business September 2008 - October 2010
Habitat for Humanity Greater San Francisco May 2009 - July 2009
Angelus S.A. February 2009 - May 2009
Moody's Analytics January 2006 - July 2008
Moody's Analytics July 2005 - January 2006
Banc of America Securities May 2004 - January 2005
Skills
Financial Modeling, Data Analysis, Data Management, Team Leadership, Valuation, Financial Analysis, Analytics, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Mergers, Credit Risk, Strategy, CRM, Program Management, Management, Cross-functional Team..., Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Strategy and Finance
University of California, Berkeley 2000 — 2004
B.A., Economics, Public Policy
Twitter April 2015 - Present
Deloitte July 2013 - April 2015
Mercer Human Resource Consulting August 2010 - June 2013
University of Michigan Ross School of Business September 2008 - October 2010
Habitat for Humanity Greater San Francisco May 2009 - July 2009
Angelus S.A. February 2009 - May 2009
Moody's Analytics January 2006 - July 2008
Moody's Analytics July 2005 - January 2006
Banc of America Securities May 2004 - January 2005
Skills
Financial Modeling, Data Analysis, Data Management, Team Leadership, Valuation, Financial Analysis, Analytics, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Mergers, Credit Risk, Strategy, CRM, Program Management, Management, Cross-functional Team..., Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Strategy and Finance
University of California, Berkeley 2000 — 2004
B.A., Economics, Public Policy
Micheal Yuan's Banc of America Securities Experience May 2004 - February 2008
Job Global Healthcare Investment Analyst at Texas Employees Retirement System
Industry Investment Management
Experience
Texas Employees Retirement System February 2009 - Present
Banc of America Securities May 2004 - February 2008
First Calverton Financial Group, Inc. January 2002 - December 2002
Triene, Inc. (A Goldman Sachs Ventures Company) July 2001 - October 2001
JPMorgan Chase January 1998 - July 2001
OppenheimerFunds June 1996 - January 1998
Skills
Equities, Hedge Funds, Equity Research, Valuation, Healthcare, Investments, Bloomberg, Equity Valuation, Financial Modeling, Asset Management, Due Diligence, Investment Banking, Mergers, Portfolio Management, Capital Markets, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
BS, Accounting and Finance
Texas Employees Retirement System February 2009 - Present
Banc of America Securities May 2004 - February 2008
First Calverton Financial Group, Inc. January 2002 - December 2002
Triene, Inc. (A Goldman Sachs Ventures Company) July 2001 - October 2001
JPMorgan Chase January 1998 - July 2001
OppenheimerFunds June 1996 - January 1998
Skills
Equities, Hedge Funds, Equity Research, Valuation, Healthcare, Investments, Bloomberg, Equity Valuation, Financial Modeling, Asset Management, Due Diligence, Investment Banking, Mergers, Portfolio Management, Capital Markets, Fixed Income
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1996
BS, Accounting and Finance
Jason Cheu's Banc of America Securities Experience August 2001 - May 2004
Job VP, Senior Analyst at Gordian Wealth Advisors
Industry Financial Services
Experience
Gordian Wealth Advisors April 2014 - Present
U4iA Games April 2012 - March 2014
Meetyl Inc. 2012 - 2014
ABR Investment Strategy April 2010 - February 2012
Haroun Capital Management, LLC April 2008 - January 2010
FBR June 2004 - May 2008
Banc of America Securities August 2001 - May 2004
Skills
Analysis, Investments, Research, E-commerce, Social Media, Video Games, Angel Investing, Hedge Funds, Equity Research, Equities, Start-ups, Finance, Business Development, Financial Modeling, Competitive Analysis, Financial Analysis, Management, Valuation
Education
San Rafael High
University of California, San Diego
BA, Quantitative Economics & Decision Sciences
University of Southern California - Marshall School of Business
MBA, Finance
Gordian Wealth Advisors April 2014 - Present
U4iA Games April 2012 - March 2014
Meetyl Inc. 2012 - 2014
ABR Investment Strategy April 2010 - February 2012
Haroun Capital Management, LLC April 2008 - January 2010
FBR June 2004 - May 2008
Banc of America Securities August 2001 - May 2004
Skills
Analysis, Investments, Research, E-commerce, Social Media, Video Games, Angel Investing, Hedge Funds, Equity Research, Equities, Start-ups, Finance, Business Development, Financial Modeling, Competitive Analysis, Financial Analysis, Management, Valuation
Education
San Rafael High
University of California, San Diego
BA, Quantitative Economics & Decision Sciences
University of Southern California - Marshall School of Business
MBA, Finance
Jerome Greene Jr.'s Banc of America Securities Experience 1996 - 2008
Job Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch November 2008 - Present
Banc of America Securities 1996 - 2008
Smith Barney 1992 - 1996
Education
University at Buffalo
Merrill Lynch November 2008 - Present
Banc of America Securities 1996 - 2008
Smith Barney 1992 - 1996
Education
University at Buffalo
Frank Corrao's Banc of America Securities Experience August 2007 - May 2009
Job Software Engineer at Engineers Gate, LP
Industry Financial Services
Experience
Engineers Gate, LP November 2013 - Present
SAC Capital May 2009 - October 2013
Banc of America Securities August 2007 - May 2009
Lehman Brothers September 2005 - August 2007
Bloomberg June 2001 - May 2005
Education
University at Albany, SUNY 1997 — 2001
BS, Computer Science
Bronx High School of Science 1993 — 1997
Engineers Gate, LP November 2013 - Present
SAC Capital May 2009 - October 2013
Banc of America Securities August 2007 - May 2009
Lehman Brothers September 2005 - August 2007
Bloomberg June 2001 - May 2005
Education
University at Albany, SUNY 1997 — 2001
BS, Computer Science
Bronx High School of Science 1993 — 1997
Aaron Mugg's Banc of America Securities Experience 2008 - 2009
Job Sr. Program Manager
Industry Financial Services
Experience
Capital Group 2012 - Present
Tribal Financial Advisors, Inc. 2009 - 2012
Banc of America Securities 2008 - 2009
Accenture 1998 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
University of California, Los Angeles 1994 — 1998
BS, Materials Engineering
Capital Group 2012 - Present
Tribal Financial Advisors, Inc. 2009 - 2012
Banc of America Securities 2008 - 2009
Accenture 1998 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
University of California, Los Angeles 1994 — 1998
BS, Materials Engineering
Alex Gauna's Banc of America Securities Experience August 1999 - August 2001
Job Managing Director Technology Research at JMP Securieties
Industry Investment Banking
Experience
JMP Securieties January 2009 - Present
UBS Investment Bank August 2001 - August 2007
Banc of America Securities August 1999 - August 2001
Education
UCLA Anderson School of Management 1995 — 1997
MBA
JMP Securieties January 2009 - Present
UBS Investment Bank August 2001 - August 2007
Banc of America Securities August 1999 - August 2001
Education
UCLA Anderson School of Management 1995 — 1997
MBA
Patricia Mezzadri's Banc of America Securities Experience 2000 - 2003
Job Supervisory Analyst at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI January 2014 - Present
Morgan & Stanley Inc. & Co. March 2005 - February 2012
JPMorgan Chase 2003 - 2005
Banc of America Securities 2000 - 2003
Skills
Series 24, Series 7, Series 4, Series 9 and 10, Series 63, Writing Policies and..., Writing compliance..., Creating and Developing..., FINRA adn SEC Rule..., Risk Management
Education
University of California, San Diego 1993 — 1996
B.A., Communication, Minor in European History
Evercore ISI January 2014 - Present
Morgan & Stanley Inc. & Co. March 2005 - February 2012
JPMorgan Chase 2003 - 2005
Banc of America Securities 2000 - 2003
Skills
Series 24, Series 7, Series 4, Series 9 and 10, Series 63, Writing Policies and..., Writing compliance..., Creating and Developing..., FINRA adn SEC Rule..., Risk Management
Education
University of California, San Diego 1993 — 1996
B.A., Communication, Minor in European History
Tim McCain's Banc of America Securities Experience June 1998 - January 2000
Job Senior Financial Analyst at American Property Enterprises
Industry Real Estate
Experience
American Property Enterprises February 2003 - Present
GMAC Commercial Mortgage November 2000 - January 2003
US Bank January 2000 - November 2000
Banc of America Securities June 1998 - January 2000
USAF January 1985 - January 1994
Skills
Real Estate Development, Financial Analysis, Apartments, Land, Residential, Condos, Investment Properties, Dispositions, Valuation, Investors, Due Diligence, Investments, Debt, Underwriting, Loans, Residential Homes, Disposition, Real Estate, Real Estate Economics, Acquisitions, Finance, Mergers & Acquisitions, Real Estate Financing, Commercial Real Estate, Asset Management, Real Estate Transactions, Entitlements
Education
UC Berkeley 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of California, San Diego
Business Administration and Management, General
American Property Enterprises February 2003 - Present
GMAC Commercial Mortgage November 2000 - January 2003
US Bank January 2000 - November 2000
Banc of America Securities June 1998 - January 2000
USAF January 1985 - January 1994
Skills
Real Estate Development, Financial Analysis, Apartments, Land, Residential, Condos, Investment Properties, Dispositions, Valuation, Investors, Due Diligence, Investments, Debt, Underwriting, Loans, Residential Homes, Disposition, Real Estate, Real Estate Economics, Acquisitions, Finance, Mergers & Acquisitions, Real Estate Financing, Commercial Real Estate, Asset Management, Real Estate Transactions, Entitlements
Education
UC Berkeley 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
University of California, San Diego
Business Administration and Management, General
Brooke Haskins's Banc of America Securities Experience September 2000 - March 2003
Job CERTIFIED FINANCIAL PLANNER™ practitioner
Industry Financial Services
Experience
Securities America April 2007 - Present
UBS Investment Bank April 2003 - March 2007
Banc of America Securities September 2000 - March 2003
Morgan Stanley September 1997 - September 2000
Education
University of California, San Diego 1990 — 1994
B.A., Economics
Securities America April 2007 - Present
UBS Investment Bank April 2003 - March 2007
Banc of America Securities September 2000 - March 2003
Morgan Stanley September 1997 - September 2000
Education
University of California, San Diego 1990 — 1994
B.A., Economics
Peter Carr's Banc of America Securities Experience January 1999 - May 2001
Job Global Head of Market Modeling at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Bloomberg May 2003 - March 2010
Banc of America Securities January 1999 - May 2001
Morgan Stanley 1996 - 1999
Johnson School, Cornell University September 1988 - June 1996
Skills
Quant, Equity Derivatives, Research, Quantitative Finance, Financial Engineering, Volatility, Fixed Income, Derivatives, Structured Products, Interest Rate..., Quantitative Analysis, Options, FX, Financial Modeling, Econometrics, Statistical Modeling, Quantitative Research, Credit Derivatives, Mathematics, Trading Strategies
Education
UCLA Anderson School of Management 1983 — 1988
PhD, Finance
Morgan Stanley April 2010 - Present
Bloomberg May 2003 - March 2010
Banc of America Securities January 1999 - May 2001
Morgan Stanley 1996 - 1999
Johnson School, Cornell University September 1988 - June 1996
Skills
Quant, Equity Derivatives, Research, Quantitative Finance, Financial Engineering, Volatility, Fixed Income, Derivatives, Structured Products, Interest Rate..., Quantitative Analysis, Options, FX, Financial Modeling, Econometrics, Statistical Modeling, Quantitative Research, Credit Derivatives, Mathematics, Trading Strategies
Education
UCLA Anderson School of Management 1983 — 1988
PhD, Finance
Robert Craig's Banc of America Securities Experience 2003 - 2009
Job Chief Financial Officer at Lincoln Renewable Energy, LLC
Industry Renewables & Environment
Experience
Lincoln Renewable Energy, LLC February 2013 - Present
Wind Capital Group July 2009 - December 2012
Banc of America Securities 2003 - 2009
Merrill Lynch 1996 - 2003
Lehman Brothers Bank 1994 - 1996
Pacific Alliance Group 1991 - 1994
Price Waterhouse 1986 - 1989
Skills
Capital Raising, Mergers & Acquisitions, Business Strategy and..., Corporate Finance, Investment Banking, Project Finance, Due Diligence, Strategy, Energy, Private Equity, Valuation, Venture Capital, Capital Markets, Financial Modeling, Investor Relations, Renewable Energy, Financial Analysis, Structured Finance, Mergers, Finance, Corporate Development, Executive Management, Financial Structuring, Joint Ventures, Restructuring, Divestitures, Corporate Governance, Start-ups, M&A experience, Acquisition Integration, Emerging Markets, IPO, Acquisitions, Business Valuation, Equities, LBO
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1982 — 1986
BBA, Accounting
Lincoln Renewable Energy, LLC February 2013 - Present
Wind Capital Group July 2009 - December 2012
Banc of America Securities 2003 - 2009
Merrill Lynch 1996 - 2003
Lehman Brothers Bank 1994 - 1996
Pacific Alliance Group 1991 - 1994
Price Waterhouse 1986 - 1989
Skills
Capital Raising, Mergers & Acquisitions, Business Strategy and..., Corporate Finance, Investment Banking, Project Finance, Due Diligence, Strategy, Energy, Private Equity, Valuation, Venture Capital, Capital Markets, Financial Modeling, Investor Relations, Renewable Energy, Financial Analysis, Structured Finance, Mergers, Finance, Corporate Development, Executive Management, Financial Structuring, Joint Ventures, Restructuring, Divestitures, Corporate Governance, Start-ups, M&A experience, Acquisition Integration, Emerging Markets, IPO, Acquisitions, Business Valuation, Equities, LBO
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurial Studies
University of Notre Dame 1982 — 1986
BBA, Accounting
Dante Conti's Banc of America Securities Experience June 2006 - April 2009
Job IB at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
SBS April 2009 - December 2013
Banc of America Securities June 2006 - April 2009
Skills
Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Asset Management, Valuation, Bloomberg, Series 7, Alternative Investments, Derivatives, Portfolio Management, Securities, Series 63, Municipal Bonds, Convertible Bonds, High Yield Bonds
Education
University of Arizona, Eller College of Management
BS, Finance
RBC Capital Markets August 2014 - Present
SBS April 2009 - December 2013
Banc of America Securities June 2006 - April 2009
Skills
Investment Banking, Fixed Income, Financial Modeling, Capital Markets, Asset Management, Valuation, Bloomberg, Series 7, Alternative Investments, Derivatives, Portfolio Management, Securities, Series 63, Municipal Bonds, Convertible Bonds, High Yield Bonds
Education
University of Arizona, Eller College of Management
BS, Finance
Michael A. Sutherland Brown's Banc of America Securities Experience June 2006 - August 2007
Job Small Business Investor / Operator
Industry Venture Capital & Private Equity
Experience
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
All Type Electric April 2013 - Present
Coles Bay Capital LLC January 2013 - Present
Perella Weinberg Partners April 2011 - January 2013
Morgan Stanley March 2009 - March 2011
Morgan Stanley August 2007 - March 2009
Banc of America Securities June 2006 - August 2007
The Mercanti Group 2004 - 2005
Skills
Financial Modeling, Restructuring, Investment Banking, Mergers, Valuation, Equities, Private Equity, Corporate Finance, Leveraged Finance, Business Valuation, Mergers & Acquisitions, Corporate Development, Capital Markets, Venture Capital, Hedge Funds, LBO
Education
University of California, Los Angeles 2002 — 2006
B.A., Economics, minor in Political Science
Brentwood College School 1998 — 2002
Jennifer Tsang's Banc of America Securities Experience August 1998 - March 1999
Job Senior Finance Manager at Appirio
Industry Information Technology and Services
Experience
Appirio November 2012 - Present
Visa, Inc. January 2012 - August 2012
BlackRock (formerly Barclays Global Investors) June 2007 - December 2011
Barclays Global Investors June 2004 - June 2007
Charles Schwab June 2003 - August 2003
Providian Financial March 1999 - August 2002
Banc of America Securities August 1998 - March 1999
Banc of America Securities May 1996 - August 1998
Skills
Financial Analysis, Forecasting, Competitive Analysis, Valuation, Equities, Investments, Finance, Strategic Planning, Budgets, Mutual Funds, Financial Modeling, Hedge Funds
Education
University of California, Berkeley 1992 — 1996
BA, Political Science, Asian American Studies
University of San Francisco 2002 — 2004
MBA, Finance
Appirio November 2012 - Present
Visa, Inc. January 2012 - August 2012
BlackRock (formerly Barclays Global Investors) June 2007 - December 2011
Barclays Global Investors June 2004 - June 2007
Charles Schwab June 2003 - August 2003
Providian Financial March 1999 - August 2002
Banc of America Securities August 1998 - March 1999
Banc of America Securities May 1996 - August 1998
Skills
Financial Analysis, Forecasting, Competitive Analysis, Valuation, Equities, Investments, Finance, Strategic Planning, Budgets, Mutual Funds, Financial Modeling, Hedge Funds
Education
University of California, Berkeley 1992 — 1996
BA, Political Science, Asian American Studies
University of San Francisco 2002 — 2004
MBA, Finance
James Jahnke's Banc of America Securities Experience 1999 - 2004
Job Computer Software Professional
Industry Computer Software
Experience
Banc of America Securities 1999 - 2004
Fannie Mae 1985 - 1988
Wells Fargo Bank 1982 - 1983
Education
University of California, Berkeley 1971 — 1975
BS & MBA, Finance
Banc of America Securities 1999 - 2004
Fannie Mae 1985 - 1988
Wells Fargo Bank 1982 - 1983
Education
University of California, Berkeley 1971 — 1975
BS & MBA, Finance
Chris Lofgren's Banc of America Securities Experience March 1993 - December 2000
Job manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2006 - Present
Charles Schwab & Co., Inc. 2001 - 2006
MONTGOMERY SECURITIES, LLC 1993 - 2001
Banc of America Securities March 1993 - December 2000
Skills
Equities, Asset Management, Fixed Income, Capital Markets, Financial Services, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Risk Management, Securities
Education
University of California, Berkeley 1981 — 1989
BA, Biology
University of California, Berkeley
Bachelor's degree, Biology, General
Wells Capital Management September 2006 - Present
Charles Schwab & Co., Inc. 2001 - 2006
MONTGOMERY SECURITIES, LLC 1993 - 2001
Banc of America Securities March 1993 - December 2000
Skills
Equities, Asset Management, Fixed Income, Capital Markets, Financial Services, Portfolio Management, Hedge Funds, Mutual Funds, Investments, Risk Management, Securities
Education
University of California, Berkeley 1981 — 1989
BA, Biology
University of California, Berkeley
Bachelor's degree, Biology, General
Joe Mooney's Banc of America Securities Experience January 1999 - November 2004
Job Gold Relationship Manager
Industry Financial Services
Experience
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
AssetMark February 2011 - Present
Merrill Lynch October 2008 - April 2010
Pacific Union Financial January 2005 - July 2008
Banc of America Securities January 1999 - November 2004
Education
University of California, Los Angeles 1994 — 1999
Brian Tinker's Banc of America Securities Experience December 1999 - July 2001
Job CFP / AIF at Penniall & Associates
Industry Financial Services
Experience
Penniall & Associates May 2006 - Present
Banc of America Securities December 1999 - July 2001
Education
Loyola High School of Los Angeles
UCLA
Penniall & Associates May 2006 - Present
Banc of America Securities December 1999 - July 2001
Education
Loyola High School of Los Angeles
UCLA
Melaine de Jonk's Banc of America Securities Experience July 2007 - April 2009
Job Corporate Finance at DaVita
Industry Financial Services
Experience
DaVita May 2014 - Present
Mannys Tickets May 2013 - April 2014
Stifel Nicolaus & Co./ Stone & Youngberg LLC March 2010 - April 2013
Jefferies & Company April 2009 - February 2010
Banc of America Securities July 2007 - April 2009
The Daily Californian June 2004 - May 2007
Cowen and Company June 2006 - August 2006
Skills
Financial Industry..., Real Estate Finance, Capital Markets, Fixed Income, Public Finance..., Investments, Real Estate Economics, Financial Modeling, Finance, Investment Banking, Entrepreneurship, Public Finance, Financial Analysis, Strategy, Bloomberg, Valuation
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
B.S., Business Administration
DaVita May 2014 - Present
Mannys Tickets May 2013 - April 2014
Stifel Nicolaus & Co./ Stone & Youngberg LLC March 2010 - April 2013
Jefferies & Company April 2009 - February 2010
Banc of America Securities July 2007 - April 2009
The Daily Californian June 2004 - May 2007
Cowen and Company June 2006 - August 2006
Skills
Financial Industry..., Real Estate Finance, Capital Markets, Fixed Income, Public Finance..., Investments, Real Estate Economics, Financial Modeling, Finance, Investment Banking, Entrepreneurship, Public Finance, Financial Analysis, Strategy, Bloomberg, Valuation
Education
University of California, Berkeley, Haas School of Business 2003 — 2007
B.S., Business Administration
Adam Eric Greenberg's Banc of America Securities Experience June 2007 - August 2007
Job Ph.D. Candidate in Economics at UC San Diego
Industry Research
Experience
UC San Diego August 2010 - Present
UC San Diego August 2010 - Present
Stanford Law School June 2009 - June 2010
The Urban Institute June 2008 - August 2008
Banc of America Securities June 2007 - August 2007
Skills
Marketing, Consumer Behaviour, Behavioral Science, Research, Experimental Design, Quantitative Research, Data Analysis, Statistics, Higher Education, Stata, Econometrics, Microeconomics, Policy Analysis, Teaching
Education
University of California, San Diego 2010 — 2016
Doctor of Philosophy (Ph.D.), Economics
University of California, San Diego 2010 — 2011
Master of Arts (M.A.), Economics
Vassar College 2005 — 2009
A.B., Economics
UC San Diego August 2010 - Present
UC San Diego August 2010 - Present
Stanford Law School June 2009 - June 2010
The Urban Institute June 2008 - August 2008
Banc of America Securities June 2007 - August 2007
Skills
Marketing, Consumer Behaviour, Behavioral Science, Research, Experimental Design, Quantitative Research, Data Analysis, Statistics, Higher Education, Stata, Econometrics, Microeconomics, Policy Analysis, Teaching
Education
University of California, San Diego 2010 — 2016
Doctor of Philosophy (Ph.D.), Economics
University of California, San Diego 2010 — 2011
Master of Arts (M.A.), Economics
Vassar College 2005 — 2009
A.B., Economics
Adam Winn's Banc of America Securities Experience April 2004 - June 2006
Job Vice President at Reading Cooperative Bank
Industry Banking
Experience
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Reading Cooperative Bank September 2013 - Present
People's United Bank September 2011 - September 2013
Citizens Bank September 2009 - September 2011
KEYBANK CAPITAL MARKETS December 2007 - June 2009
Bank of America June 2006 - August 2007
Banc of America Securities April 2004 - June 2006
Fleet Securities February 2002 - April 2004
Columbia Management Investment Operations January 2000 - January 2002
Columbia Management Group January 1999 - January 2000
Liberty Funds Group 1999 - 2000
Skills
Cash Flow, Credit, Due Diligence, Banking, Financial Reporting, Customer Relations, Documentation, Portfolio Management, Underwriting, Financial Analysis, Customer Service, Risk Management, Finance, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2000 — 2002
MSF, Finance
University of Colorado Boulder 1993 — 1997
Bachelor's degree, Finance, General
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS, Finance
Spring Lake
Biju Perincheril's Banc of America Securities Experience 2003 - 2005
Job Equity Research Analyst E&P at Susquehanna International Group, LLP (SIG)
Industry Investment Banking
Experience
Susquehanna International Group, LLP (SIG) August 2014 - Present
Jefferies & Company November 2007 - July 2014
Banc of America Securities 2003 - 2005
Honeywell 1993 - 1999
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA
Susquehanna International Group, LLP (SIG) August 2014 - Present
Jefferies & Company November 2007 - July 2014
Banc of America Securities 2003 - 2005
Honeywell 1993 - 1999
Education
Tulane University - A.B. Freeman School of Business 1998 — 2000
MBA
Isaac Ogburn's Banc of America Securities Experience May 2005 - December 2007
Job Investment Analyst at Cross Park Family Office
Industry Investment Management
Experience
Cross Park Family Office April 2012 - Present
DCF Capital LLC February 2010 - March 2011
Shamrock Capital Advisors January 2008 - January 2010
Banc of America Securities May 2005 - December 2007
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, LBO, Financial Analysis, Corporate Finance, Equities, Capital Markets, Private Equity, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
University of Arizona
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Cross Park Family Office April 2012 - Present
DCF Capital LLC February 2010 - March 2011
Shamrock Capital Advisors January 2008 - January 2010
Banc of America Securities May 2005 - December 2007
Skills
Investment Banking, Valuation, Financial Modeling, Equity Research, Due Diligence, Alternative Investments, LBO, Financial Analysis, Corporate Finance, Equities, Capital Markets, Private Equity, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
University of Arizona
Bachelor of Science (B.S.), Cell/Cellular and Molecular Biology
Alexis Wu's Banc of America Securities Experience June 2010 - August 2010
Job Corporate Development at Ourpalm
Industry Internet
Experience
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Ourpalm Co., Ltd 2013 - Present
Wells Fargo Securities June 2011 - Present
Banc of America Securities June 2010 - August 2010
Merrill Lynch January 2010 - June 2010
Education
University of California, Berkeley
Economics, Finance
Matt Simonian's Banc of America Securities Experience August 1999 - January 2003
Job Food Manufacturing Supply Chain
Industry Food & Beverages
Experience
Inventure Foods, Inc. December 2011 - Present
Tree Top, Inc. October 2006 - December 2011
Dreyer's Grand Ice Cream March 2006 - October 2006
Paramount Farms January 2003 - March 2006
Banc of America Securities August 1999 - January 2003
ARRC Technology 1995 - 1999
Skills
Purchasing, Procurement, Budgets, Team Building, Management, Inventory Management, Forecasting, Project Planning, SAP, Process Improvement, Cross-functional Team..., Supply Chain Management, Continuous Improvement, Supply Chain, Lean Manufacturing, Logistics, Product Development, MRP, Manufacturing, Pricing, Inventory Control, Food, Strategic Planning, Leadership, Food Industry
Education
University of Arizona, Eller College of Management
Master of Business Administration (MBA), Eller MBA
Inventure Foods, Inc. December 2011 - Present
Tree Top, Inc. October 2006 - December 2011
Dreyer's Grand Ice Cream March 2006 - October 2006
Paramount Farms January 2003 - March 2006
Banc of America Securities August 1999 - January 2003
ARRC Technology 1995 - 1999
Skills
Purchasing, Procurement, Budgets, Team Building, Management, Inventory Management, Forecasting, Project Planning, SAP, Process Improvement, Cross-functional Team..., Supply Chain Management, Continuous Improvement, Supply Chain, Lean Manufacturing, Logistics, Product Development, MRP, Manufacturing, Pricing, Inventory Control, Food, Strategic Planning, Leadership, Food Industry
Education
University of Arizona, Eller College of Management
Master of Business Administration (MBA), Eller MBA
Patrick Amestoy's Banc of America Securities Experience December 1997 - September 1999
Job Fixed Income Institutional Sales at Siebert Brandford Shank & Co., Inc.
Industry Financial Services
Experience
Siebert Brandford Shank Co., LLC. April 2015 - Present
Merrill Lynch July 2013 - April 2015
Wells Fargo January 2012 - December 2012
Batter Blaster, LLC November 2007 - November 2012
Tamalpais Asset Managment (T.A.M.) January 2006 - September 2007
Creedon Keller and Partners, Inc April 2000 - August 2005
Banc of America Securities December 1997 - September 1999
Montgomery Securities June 1993 - December 1997
Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Investments, Securities, Trading, Financial Modeling, Valuation, Convertible Arbitrage, Mutual Funds, Institutional Investors, Institutional..., Financial Services, Financial Analysis, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Equity Research, Wealth Management, Emerging Markets, Asset Managment, Credit, Financial Structuring, Finance, Investor Relations, Financial Advisory, Financial Risk, Start-ups, High Yield, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Investment Management, Private Equity, Options, Strategy, Trading Systems, Financial Markets, Bonds, FINRA, ETFs, Equity Trading, Derivatives, Distressed Debt, Structured Finance, Series 66
Education
University of California, Berkeley 1988 — 1992
BA
San Marino High School 1985 — 1988
Loyola High School, Los Angeles 1984 — 1985
Siebert Brandford Shank Co., LLC. April 2015 - Present
Merrill Lynch July 2013 - April 2015
Wells Fargo January 2012 - December 2012
Batter Blaster, LLC November 2007 - November 2012
Tamalpais Asset Managment (T.A.M.) January 2006 - September 2007
Creedon Keller and Partners, Inc April 2000 - August 2005
Banc of America Securities December 1997 - September 1999
Montgomery Securities June 1993 - December 1997
Skills
Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Investments, Securities, Trading, Financial Modeling, Valuation, Convertible Arbitrage, Mutual Funds, Institutional Investors, Institutional..., Financial Services, Financial Analysis, Series 7, Asset Allocation, Investment Strategies, Investment Advisory, Equity Research, Wealth Management, Emerging Markets, Asset Managment, Credit, Financial Structuring, Finance, Investor Relations, Financial Advisory, Financial Risk, Start-ups, High Yield, Bloomberg, Investment Banking, Capital Markets, Alternative Investments, Investment Management, Private Equity, Options, Strategy, Trading Systems, Financial Markets, Bonds, FINRA, ETFs, Equity Trading, Derivatives, Distressed Debt, Structured Finance, Series 66
Education
University of California, Berkeley 1988 — 1992
BA
San Marino High School 1985 — 1988
Loyola High School, Los Angeles 1984 — 1985
Daniel Vinson's Banc of America Securities Experience 1998 - 2008
Job Compliance at Merlin Securities
Industry Financial Services
Experience
Merlin Securities 2008 - Present
Banc of America Securities 1998 - 2008
Education
University of California, Davis 1992 — 1996
Merlin Securities 2008 - Present
Banc of America Securities 1998 - 2008
Education
University of California, Davis 1992 — 1996
Matt Partain's Banc of America Securities Experience 2007 - 2009
Job Prime Brokerage Sales at BTIG
Industry Financial Services
Experience
BTIG 2010 - Present
Banc of America Securities 2007 - 2009
Banc of America Securities 2002 - 2007
Education
University of California, Los Angeles 1989 — 1994
Engineering
Los Gatos High school
BTIG 2010 - Present
Banc of America Securities 2007 - 2009
Banc of America Securities 2002 - 2007
Education
University of California, Los Angeles 1989 — 1994
Engineering
Los Gatos High school
Jason Selbach's Banc of America Securities Experience March 2005 - February 2009
Job Municipal Bond Underwriter
Industry Investment Banking
Experience
FMSbonds, Inc. 2015 - Present
Comerica Bank May 2012 - July 2015
Stephens Inc. May 2009 - March 2013
Banc of America Securities March 2005 - February 2009
Skills
Investment Banking, Quantitative Analytics, Public Finance, Financial Modeling, Fixed Income, Bloomberg, Financial Analysis, Series 63, Securities, Derivatives, Financial Structuring, Credit Analysis, Bonds, Finance, Financial Markets, Capital Markets, Credit, Series 7, Banking, Due Diligence, Risk Management, Valuation, Loans, Investments, Hedge Funds, Underwriting
Education
University of Arizona 1997 — 2002
BS, Finance
University of Arizona 1997 — 2002
BS, Accounting
FMSbonds, Inc. 2015 - Present
Comerica Bank May 2012 - July 2015
Stephens Inc. May 2009 - March 2013
Banc of America Securities March 2005 - February 2009
Skills
Investment Banking, Quantitative Analytics, Public Finance, Financial Modeling, Fixed Income, Bloomberg, Financial Analysis, Series 63, Securities, Derivatives, Financial Structuring, Credit Analysis, Bonds, Finance, Financial Markets, Capital Markets, Credit, Series 7, Banking, Due Diligence, Risk Management, Valuation, Loans, Investments, Hedge Funds, Underwriting
Education
University of Arizona 1997 — 2002
BS, Finance
University of Arizona 1997 — 2002
BS, Accounting
Phil Choi's Banc of America Securities Experience 1998 - 1999
Job Principal at Ocean West Capital Partners
Industry Commercial Real Estate
Experience
Ocean West Capital Partners 2009 - Present
Maguire Investments 2006 - 2008
Eastdil Secured 2002 - 2005
Lovell Minnick Partners 1999 - 2001
Banc of America Securities 1998 - 1999
Skills
Disposition, Real Estate Financing, Commercial Real Estate, Leases, Real Estate Transactions, Acquisitions, Property Management, Apartments, Asset Management, Brokerage, Corporate Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Investments, Location Intelligence, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Valuation
Education
University of California, Berkeley
B.A., Economics
Ocean West Capital Partners 2009 - Present
Maguire Investments 2006 - 2008
Eastdil Secured 2002 - 2005
Lovell Minnick Partners 1999 - 2001
Banc of America Securities 1998 - 1999
Skills
Disposition, Real Estate Financing, Commercial Real Estate, Leases, Real Estate Transactions, Acquisitions, Property Management, Apartments, Asset Management, Brokerage, Corporate Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Investments, Location Intelligence, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Valuation
Education
University of California, Berkeley
B.A., Economics
Clayton Moore's Banc of America Securities Experience 2004 - 2008
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Banc of America Securities 2004 - 2008
Instinet Corporation 2000 - 2004
Bridge Information Systems 1993 - 2000
Skills
Electronic Trading, Trading Systems, Program Trading, Market Data, Market Structure, Equity Trading, ETFs, Equities, Series 7, Options, Series 63, Low Latency, Trading, Derivatives, Hedge Funds, Equity Derivatives, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Trading Strategies, Series 24, FX trading, Swaps
Education
University of Arizona 1989 — 1993
BS, Finance
Morgan Stanley 2008 - Present
Banc of America Securities 2004 - 2008
Instinet Corporation 2000 - 2004
Bridge Information Systems 1993 - 2000
Skills
Electronic Trading, Trading Systems, Program Trading, Market Data, Market Structure, Equity Trading, ETFs, Equities, Series 7, Options, Series 63, Low Latency, Trading, Derivatives, Hedge Funds, Equity Derivatives, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Trading Strategies, Series 24, FX trading, Swaps
Education
University of Arizona 1989 — 1993
BS, Finance
John Spees's Banc of America Securities Experience October 1987 - October 1994
Job Principal, Granite Capital Management
Industry Investment Management
Experience
Granite Capital Management LLC June 2000 - Present
Banc of America Securites October 1994 - June 2000
Banc of America Securities October 1987 - October 1994
Skills
Retirement Planning, Investments, Mutual Funds, Real Estate, Strategic Planning, Financial Modeling
Education
University of Califronia Berkeley 1979 — 1980
MBA, Finance
University of California, Berkeley 1976 — 1978
Bachelor of Science (BS), Finance, General
Granite Capital Management LLC June 2000 - Present
Banc of America Securites October 1994 - June 2000
Banc of America Securities October 1987 - October 1994
Skills
Retirement Planning, Investments, Mutual Funds, Real Estate, Strategic Planning, Financial Modeling
Education
University of Califronia Berkeley 1979 — 1980
MBA, Finance
University of California, Berkeley 1976 — 1978
Bachelor of Science (BS), Finance, General
Debra Weiss's Banc of America Securities Experience March 1999 - November 2001
Job CEO at Stealth Optical Mobile Technology StartUp
Industry Investment Banking
Experience
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Stealth Optical Mobile Technology Start-Up January 2012 - Present
W4 Solutions Corporation Inc. 2001 - 2011
BANC OF AMERICA SECURITIES March 1999 - November 2001
SALOMON SMITH BARNEY INC 1995 - 1999
WASSERSTEIN PERELLA & CO., INC. 1992 - 1995
DAVID WULKAN & ASSOCIATES 1990 - 1991
BANKERS TRUST COMPANY 1987 - 1990
Skills
Business Development, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Finance, Investment Banking, Leadership, Management, Management Consulting, Mergers, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley 1983 — 1987
Bachelor of Arts (BA), Political Science
Anne Eckhoff's Banc of America Securities Experience August 2008 - March 2009
Job
Industry Financial Services
Experience
Duval & Stachenfeld LLP September 2014 - Present
Branig Capital Markets July 2009 - March 2014
Banc of America Securities August 2008 - March 2009
Banc of America Securities July 2007 - July 2008
Salk Institute for Biological Studies January 2004 - June 2005
Salk Institute for Biological Studies January 2003 - January 2004
Skills
CMBS, Capital Markets, Structured Finance, Trading
Education
University of Virginia Darden School of Business 2005 — 2007
Master of Business Administration (MBA)
University of California, San Diego 1998 — 2002
Bachelor of Science (BS), Biological Psychology and Human Development
Duval & Stachenfeld LLP September 2014 - Present
Branig Capital Markets July 2009 - March 2014
Banc of America Securities August 2008 - March 2009
Banc of America Securities July 2007 - July 2008
Salk Institute for Biological Studies January 2004 - June 2005
Salk Institute for Biological Studies January 2003 - January 2004
Skills
CMBS, Capital Markets, Structured Finance, Trading
Education
University of Virginia Darden School of Business 2005 — 2007
Master of Business Administration (MBA)
University of California, San Diego 1998 — 2002
Bachelor of Science (BS), Biological Psychology and Human Development
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS