Caliber Advisors, Inc.
Industry: Company
DescriptionFounded: 1990 Subsidiary: Corporate Value Management, Inc.
Caliber Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Caliber Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Caliber Advisors, Inc. Employees
Employee
Years
Job
Industry
Erika Dominguez Erika Dominguez's Caliber Advisors, Inc. Experience January 2014 - May 2014
Job QA Data Analyst at Adboom Group Inc.
Industry Computer Software
Experience
Adboom Group Inc. May 2015 - Present
Adboom Group Inc. May 2014 - May 2015
APEX Think Consulting December 2013 - June 2014
Caliber Advisors, Inc. January 2014 - May 2014
BCG Medical January 2014 - March 2014
UC San Diego September 2013 - December 2013
San Diego Gas & Electric June 2013 - October 2013
Skills
Java, HTML, CSS, Mathematical Analysis, Linux, JavaScript, Microsoft Excel, Google Analytics, SharePoint, Software Development, Agile Methodologies, Git, Matlab, C++, Troubleshooting, JSP development, Servlets, Windows, XML, Eclipse, Microsoft Office
Education
University of California, San Diego 2009 — 2014
Bachelor's Degree, Mathematics Computer Science
University of California, San Diego 2009 — 2014
Bachelor of Science (B.S.), Mathematics Computer Science
Adboom Group Inc. May 2015 - Present
Adboom Group Inc. May 2014 - May 2015
APEX Think Consulting December 2013 - June 2014
Caliber Advisors, Inc. January 2014 - May 2014
BCG Medical January 2014 - March 2014
UC San Diego September 2013 - December 2013
San Diego Gas & Electric June 2013 - October 2013
Skills
Java, HTML, CSS, Mathematical Analysis, Linux, JavaScript, Microsoft Excel, Google Analytics, SharePoint, Software Development, Agile Methodologies, Git, Matlab, C++, Troubleshooting, JSP development, Servlets, Windows, XML, Eclipse, Microsoft Office
Education
University of California, San Diego 2009 — 2014
Bachelor's Degree, Mathematics Computer Science
University of California, San Diego 2009 — 2014
Bachelor of Science (B.S.), Mathematics Computer Science
Sean Lawson's Caliber Advisors, Inc. Experience January 2010 - July 2011
Job Manager Technology at SVB Financial Group
Industry Financial Services
Experience
SVB Financial Group July 2014 - Present
SVB Financial Group March 2013 - July 2014
SVB Financial Group August 2011 - February 2013
Caliber Advisors, Inc. January 2010 - July 2011
UBS June 2009 - June 2010
Warren College Residential Life August 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Start-ups, Due Diligence, Data Analysis, Tableau
Education
University of California, San Diego 2007 — 2011
Management Science (Operations Research), B.S., Economics, Mathematics, Finance
SVB Financial Group July 2014 - Present
SVB Financial Group March 2013 - July 2014
SVB Financial Group August 2011 - February 2013
Caliber Advisors, Inc. January 2010 - July 2011
UBS June 2009 - June 2010
Warren College Residential Life August 2008 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Start-ups, Due Diligence, Data Analysis, Tableau
Education
University of California, San Diego 2007 — 2011
Management Science (Operations Research), B.S., Economics, Mathematics, Finance
Joe Ruble's Caliber Advisors, Inc. Experience March 2003 - Present
Job Managing Director at Caliber Advisors, Inc.
Industry Financial Services
Experience
Caliber Advisors, Inc. March 2003 - Present
Geodesic Systems April 2000 - March 2003
Business Valuation Services January 1997 - April 2000
KPMG Peat Marwick January 1994 - January 1997
Liquid Carbonic August 1992 - January 1994
Price Waterhouse August 1986 - August 1992
Skills
Business Valuation, Fairness Opinions, M&A experience, Corporate Finance, Advisory Boards, Intangible Assets, Expert Witness, Financial Modeling, Financial Analysis, inolvency, Private Companies, Family Business, Divorce, Tax, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
BS, Accountancy
St. Norbert College 1982 — 1984
Accounting
Caliber Advisors, Inc. March 2003 - Present
Geodesic Systems April 2000 - March 2003
Business Valuation Services January 1997 - April 2000
KPMG Peat Marwick January 1994 - January 1997
Liquid Carbonic August 1992 - January 1994
Price Waterhouse August 1986 - August 1992
Skills
Business Valuation, Fairness Opinions, M&A experience, Corporate Finance, Advisory Boards, Intangible Assets, Expert Witness, Financial Modeling, Financial Analysis, inolvency, Private Companies, Family Business, Divorce, Tax, Financial Reporting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1990
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1984 — 1986
BS, Accountancy
St. Norbert College 1982 — 1984
Accounting
Ken Nunes's Caliber Advisors, Inc. Experience January 1990 - Present
Job Managing Director at Caliber Advisors, Inc.
Industry Financial Services
Experience
Caliber Advisors, Inc. January 1990 - Present
Skills
Valuation, Fairness Opinions, Transfer Pricing, Financial Modeling, Purchase Price..., Intangible Assets, Business Valuation, Forecasting, Alternative Investments, Capital Markets, Financial Structuring, Strategic Financial..., Restructuring, Due Diligence, Equity Valuation, Mergers & Acquisitions, GAAP, Corporate Finance, Cash Flow, Tax, SEC filings, Divestitures, Investments, Investment Banking, Financial Reporting, Business Planning, Corporate Development, Mergers, Transaction Processing, Start-ups, M&A experience, Debt Restructuring, Cost Accounting, Financial Analysis, Hedge Funds, Managerial Finance, Equities, Consolidation, IPO, Financial Accounting, Acquisition Integration, Venture Capital, US GAAP, IFRS, Private Equity, Auditing, Portfolio Management, Financial Planning, SEC Filings
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance and Accounting
University of California, Davis 1980 — 1981
MSME, Mechanical Engineering - Controls
University of California, Davis 1976 — 1980
BSME, Mechanical Engineering
Caliber Advisors, Inc. January 1990 - Present
Skills
Valuation, Fairness Opinions, Transfer Pricing, Financial Modeling, Purchase Price..., Intangible Assets, Business Valuation, Forecasting, Alternative Investments, Capital Markets, Financial Structuring, Strategic Financial..., Restructuring, Due Diligence, Equity Valuation, Mergers & Acquisitions, GAAP, Corporate Finance, Cash Flow, Tax, SEC filings, Divestitures, Investments, Investment Banking, Financial Reporting, Business Planning, Corporate Development, Mergers, Transaction Processing, Start-ups, M&A experience, Debt Restructuring, Cost Accounting, Financial Analysis, Hedge Funds, Managerial Finance, Equities, Consolidation, IPO, Financial Accounting, Acquisition Integration, Venture Capital, US GAAP, IFRS, Private Equity, Auditing, Portfolio Management, Financial Planning, SEC Filings
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance and Accounting
University of California, Davis 1980 — 1981
MSME, Mechanical Engineering - Controls
University of California, Davis 1976 — 1980
BSME, Mechanical Engineering
Matthew Slavik's Caliber Advisors, Inc. Experience May 2015 - Present
Job Valuation Analyst Intern at Caliber Advisors
Industry Financial Services
Experience
Caliber Advisors, Inc. May 2015 - Present
College Pro Painters May 2014 - August 2014
Skills
Microsoft Excel, Teamwork
Education
University of Missouri-Columbia, College of Business 2012 — 2016
Bachelor of Science in Business Administration, Finance and Banking, Cumulative GPA: 3.50
CFA Institute
Passed the level I CFA exam in 2015
Caliber Advisors, Inc. May 2015 - Present
College Pro Painters May 2014 - August 2014
Skills
Microsoft Excel, Teamwork
Education
University of Missouri-Columbia, College of Business 2012 — 2016
Bachelor of Science in Business Administration, Finance and Banking, Cumulative GPA: 3.50
CFA Institute
Passed the level I CFA exam in 2015
Sandra Lemoine Sandra Lemoine's Caliber Advisors, Inc. Experience March 2002 - September 2009
Job Legal Assistant Pettit Kohn Ingrassia & Lutz
Industry Legal Services
Experience
Pettit Kohn Ingrassia & Lutz PC November 2009 - Present
Caliber Advisors, Inc. March 2002 - September 2009
Lewis Brisbois Bisgaard & Smith LLP 1986 - 2000
Skills
Legal Research, Personal Injury, Commercial Litigation, Trials, Courts, Legal Assistance
Education
San Jose State University
Biology
West Valley College
AA, Biology
Pettit Kohn Ingrassia & Lutz PC November 2009 - Present
Caliber Advisors, Inc. March 2002 - September 2009
Lewis Brisbois Bisgaard & Smith LLP 1986 - 2000
Skills
Legal Research, Personal Injury, Commercial Litigation, Trials, Courts, Legal Assistance
Education
San Jose State University
Biology
West Valley College
AA, Biology
Mason Chu Mason Chu's Caliber Advisors, Inc. Experience January 2015 - Present
Job Intern at Caliber Advisors, Inc.
Industry Investment Banking
Experience
Caliber Advisors, Inc. January 2015 - Present
Abacus Greater China Management, LLC June 2014 - September 2014
Opti-UPS/Opti-Solar June 2009 - August 2013
Yearbook September 2010 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Public Speaking, English, Thomson One Analytics, Leadership, Outlook, Economics, Time Management, Facebook
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (B.A.), Economics, 3.97
Caliber Advisors, Inc. January 2015 - Present
Abacus Greater China Management, LLC June 2014 - September 2014
Opti-UPS/Opti-Solar June 2009 - August 2013
Yearbook September 2010 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Public Speaking, English, Thomson One Analytics, Leadership, Outlook, Economics, Time Management, Facebook
Education
University of California, San Diego 2013 — 2017
Bachelor of Arts (B.A.), Economics, 3.97
Joyce Chau Joyce Chau's Caliber Advisors, Inc. Experience November 2011 - March 2013
Job Data Researcher at Deloitte
Industry Management Consulting
Experience
Deloitte February 2014 - May 2014
Wells Fargo November 2013 - January 2014
UC San Diego January 2013 - March 2013
Caliber Advisors, Inc. November 2011 - March 2013
Mesirow Financial June 2012 - September 2012
UCSD Economics Department July 2011 - June 2012
UCSD University Centers March 2010 - May 2012
Altrion Trading Group July 2010 - September 2010
The Leukemia & Lymphoma Society July 2010 - September 2010
Skills
Microsoft Office, Stata, Matlab, LaTeX, Bloomberg, Capital IQ, Thomson One Analytics, Pratt's Stat, Mergerstat, Audit Command Language, Valuation, Research
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Management Science, Minor in Accounting
Lowell High School 2005 — 2009
Deloitte February 2014 - May 2014
Wells Fargo November 2013 - January 2014
UC San Diego January 2013 - March 2013
Caliber Advisors, Inc. November 2011 - March 2013
Mesirow Financial June 2012 - September 2012
UCSD Economics Department July 2011 - June 2012
UCSD University Centers March 2010 - May 2012
Altrion Trading Group July 2010 - September 2010
The Leukemia & Lymphoma Society July 2010 - September 2010
Skills
Microsoft Office, Stata, Matlab, LaTeX, Bloomberg, Capital IQ, Thomson One Analytics, Pratt's Stat, Mergerstat, Audit Command Language, Valuation, Research
Education
University of California, San Diego 2009 — 2013
Bachelor of Science (B.S.), Management Science, Minor in Accounting
Lowell High School 2005 — 2009
Bjorn Steinholt's Caliber Advisors, Inc. Experience 2014 - Present
Job Managing Director at Caliber Advisors, Inc.
Industry Capital Markets
Experience
Caliber Advisors, Inc. 2014 - Present
Financial Markets Analysis, LLC 2000 - 2014
Business Valuation Services, Inc. 1998 - 2000
Princeton Venture Research, Inc. 1990 - 1998
Skills
Due Diligence, Financial Modeling, Private Equity, Financial Analysis, Securities, Mergers & Acquisitions, Management, Corporate Finance, Litigation, Valuation
Education
University of San Diego 1987 — 1989
MIB, Finance
California State University-Long Beach 1983 — 1987
BS, Engineering
Caliber Advisors, Inc. 2014 - Present
Financial Markets Analysis, LLC 2000 - 2014
Business Valuation Services, Inc. 1998 - 2000
Princeton Venture Research, Inc. 1990 - 1998
Skills
Due Diligence, Financial Modeling, Private Equity, Financial Analysis, Securities, Mergers & Acquisitions, Management, Corporate Finance, Litigation, Valuation
Education
University of San Diego 1987 — 1989
MIB, Finance
California State University-Long Beach 1983 — 1987
BS, Engineering
Troy Monken's Caliber Advisors, Inc. Experience June 2004 - August 2004
Job Channel Marketing Manager, WW Marcom at Apple
Industry Consumer Electronics
Experience
Apple May 2013 - Present
Apple August 2011 - May 2013
Apple August 2009 - August 2011
Apple August 2007 - August 2009
Apple June 2006 - August 2006
Houghton Mifflin December 2002 - December 2005
Caliber Advisors, Inc. June 2004 - August 2004
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
B.S., Business Administration
Apple May 2013 - Present
Apple August 2011 - May 2013
Apple August 2009 - August 2011
Apple August 2007 - August 2009
Apple June 2006 - August 2006
Houghton Mifflin December 2002 - December 2005
Caliber Advisors, Inc. June 2004 - August 2004
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
B.S., Business Administration
Jared Filippone's Caliber Advisors, Inc. Experience June 2008 - December 2009
Job Vice President at Capitoline Properties LLC
Industry Investment Management
Experience
Capitoline Properties LLC April 2013 - Present
BlackRock June 2011 - April 2013
The Windward Group, Inc. December 2009 - June 2011
Caliber Advisors, Inc. June 2008 - December 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Statement...
Education
University of San Diego 2005 — 2008
BBA, Finance, Economics
University of Colorado Boulder 2004 — 2005
Capitoline Properties LLC April 2013 - Present
BlackRock June 2011 - April 2013
The Windward Group, Inc. December 2009 - June 2011
Caliber Advisors, Inc. June 2008 - December 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Statement...
Education
University of San Diego 2005 — 2008
BBA, Finance, Economics
University of Colorado Boulder 2004 — 2005
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY