ClearPath Capital Partners
Description
Address: 222 Front St, San Francisco, CA 94111 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 682-6900 People also search for: Front Street, 94111, Manhattan Venture PartnersCategory: Website: : : : : : Place name: : Website: http://clearpathcapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clearpath Capital Partners Posting publicly on the Web Write a review Reviews 2 Google reviews
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ClearPath Capital Partners Employees
Employee
Years
Job
Industry
Rebecca Bruce Rebecca Bruce's ClearPath Capital Partners Experience September 2013 - January 2014
Job Recent economics undergraduate
Industry Financial Services
Experience
ClearPath Capital Partners September 2013 - January 2014
adidas group June 2013 - August 2013
The Daily Californian January 2013 - June 2013
OPER's (Office of physical education and recreation) September 2011 - July 2012
Skills
Financial Analysis, Economics, Marketing Strategy, Market Research, Competitive Analysis, Analytics, Microsoft Excel, Data Analysis, PowerPoint, Finance, Spanish, Investments, Strategy, Forecasting, Analysis, Research, Financial Modeling, Microsoft Office, Time Management, Entrepreneurship, Business Strategy, Microsoft Word, Business Planning, Strategic Planning
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
University of California, Santa Cruz 2010 — 2012
Economics
ClearPath Capital Partners September 2013 - January 2014
adidas group June 2013 - August 2013
The Daily Californian January 2013 - June 2013
OPER's (Office of physical education and recreation) September 2011 - July 2012
Skills
Financial Analysis, Economics, Marketing Strategy, Market Research, Competitive Analysis, Analytics, Microsoft Excel, Data Analysis, PowerPoint, Finance, Spanish, Investments, Strategy, Forecasting, Analysis, Research, Financial Modeling, Microsoft Office, Time Management, Entrepreneurship, Business Strategy, Microsoft Word, Business Planning, Strategic Planning
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
University of California, Santa Cruz 2010 — 2012
Economics
Adrian Robles Adrian Robles's ClearPath Capital Partners Experience December 2012 - January 2013
Job SKBA Capital | Berkeley Investment Group
Industry Investment Management
Experience
SKBA Capital March 2013 - Present
UC Berkeley May 2012 - Present
Berkeley Investment Group August 2011 - Present
ClearPath Capital Partners December 2012 - January 2013
FXCM June 2012 - August 2012
Skills
Equity Research, Financial Modeling, Technical Analysis, Quantitative Research, Bloomberg
Education
UC Berkeley 2011 — 2014
BA, Economics
UC Berkeley 2011 — 2014
BA, Applied Mathematics concentration in Financial Engineering
SKBA Capital March 2013 - Present
UC Berkeley May 2012 - Present
Berkeley Investment Group August 2011 - Present
ClearPath Capital Partners December 2012 - January 2013
FXCM June 2012 - August 2012
Skills
Equity Research, Financial Modeling, Technical Analysis, Quantitative Research, Bloomberg
Education
UC Berkeley 2011 — 2014
BA, Economics
UC Berkeley 2011 — 2014
BA, Applied Mathematics concentration in Financial Engineering
James Carr-Nelson James Carr-Nelson's ClearPath Capital Partners Experience July 2011 - February 2012
Job CoFounder/Chief of Joint Operations at WoodStalk
Industry Financial Services
Experience
WoodStalk September 2012 - Present
FactSet Research Systems September 2012 - August 2014
NETCIRQ February 2012 - September 2012
ClearPath Capital Partners July 2011 - February 2012
Big City Chefs August 2010 - December 2010
OneWire July 2010 - December 2010
Unit 3 Residence Halls January 2008 - May 2010
Skills
SQL, SPSS, Dreamweaver, Microsoft Excel, FactSet, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, Matlab, Project Management, Leadership, Customer Service, Data Analysis, Market Research, Management, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
BA, Psychology, Public Policy
Stanford University 2005 — 2005
Psychology
WoodStalk September 2012 - Present
FactSet Research Systems September 2012 - August 2014
NETCIRQ February 2012 - September 2012
ClearPath Capital Partners July 2011 - February 2012
Big City Chefs August 2010 - December 2010
OneWire July 2010 - December 2010
Unit 3 Residence Halls January 2008 - May 2010
Skills
SQL, SPSS, Dreamweaver, Microsoft Excel, FactSet, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Social Media, Matlab, Project Management, Leadership, Customer Service, Data Analysis, Market Research, Management, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
BA, Psychology, Public Policy
Stanford University 2005 — 2005
Psychology
Gaven Yee Gaven Yee's ClearPath Capital Partners Experience November 2013 - March 2014
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
CFA Institute Research Challenge September 2015 - Present
PwC Accounting Case Competition October 2014 - October 2014
Security Research Associates June 2014 - August 2014
Forex Capital Markets January 2014 - May 2014
ClearPath Capital Partners November 2013 - March 2014
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Economics, Leadership, Data Analysis, Portfolio Management, Investment Banking, Foreign Exchange, Asset Management, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Project Management, Budgeting, Financial Planning
Education
San Jose State University 2010 — 2015
Bachelor of Science (B.S.), Economics, Major GPA: 3.85
San Jose State University 2010 — 2015
Bachelor of Arts (B.A.), Political Science, Major GPA: 3.0
CFA Institute Research Challenge September 2015 - Present
PwC Accounting Case Competition October 2014 - October 2014
Security Research Associates June 2014 - August 2014
Forex Capital Markets January 2014 - May 2014
ClearPath Capital Partners November 2013 - March 2014
Skills
PowerPoint, Public Speaking, Research, Microsoft Excel, Economics, Leadership, Data Analysis, Portfolio Management, Investment Banking, Foreign Exchange, Asset Management, Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Project Management, Budgeting, Financial Planning
Education
San Jose State University 2010 — 2015
Bachelor of Science (B.S.), Economics, Major GPA: 3.85
San Jose State University 2010 — 2015
Bachelor of Arts (B.A.), Political Science, Major GPA: 3.0
Cheng-Chia (Melody) Yen's ClearPath Capital Partners Experience March 2013 - May 2013
Job Data Analyst Intern at Nox Mobile
Industry Marketing and Advertising
Experience
Nox Mobile August 2014 - May 2015
Showin Corp. May 2014 - August 2014
HTC Corporation July 2013 - August 2013
ClearPath Capital Partners March 2013 - May 2013
Nature Nurture Adventure! January 2013 - May 2013
Bon Appetit March 2012 - May 2012
Skills
Ad Optimization, Mobile Advertising, Facebook Marketing, Data Analysis, Market Analysis, Conversion Optimization, Web Analytics, Advanced Excel, Financial Analysis, Mobile Marketing, user acquisition, Finance, Mandarin, Market Research, Marketing Strategy, CRM, Business Development, Communication Skills, Business Planning, Strategic Management, Zoho, Pivot Tables
Education
University of San Francisco 2010 — 2013
Bachelor of Science (BS), Finance, General
Shanghai Singapore International School 2008 — 2010
High School, International Baccalaureate (IB)
Nox Mobile August 2014 - May 2015
Showin Corp. May 2014 - August 2014
HTC Corporation July 2013 - August 2013
ClearPath Capital Partners March 2013 - May 2013
Nature Nurture Adventure! January 2013 - May 2013
Bon Appetit March 2012 - May 2012
Skills
Ad Optimization, Mobile Advertising, Facebook Marketing, Data Analysis, Market Analysis, Conversion Optimization, Web Analytics, Advanced Excel, Financial Analysis, Mobile Marketing, user acquisition, Finance, Mandarin, Market Research, Marketing Strategy, CRM, Business Development, Communication Skills, Business Planning, Strategic Management, Zoho, Pivot Tables
Education
University of San Francisco 2010 — 2013
Bachelor of Science (BS), Finance, General
Shanghai Singapore International School 2008 — 2010
High School, International Baccalaureate (IB)
Angelica Tabuena's ClearPath Capital Partners Experience May 2013 - October 2013
Job Billing Coordinator in Accounts Receivable at Fitbit Inc.
Industry Accounting
Experience
Fitbit December 2014 - Present
SG Real Estate, Inc. November 2013 - December 2014
CVS Caremark Corporation August 2012 - May 2014
AmeriCorps February 2014 - April 2014
ClearPath Capital Partners May 2013 - October 2013
7th Annual Moraga Triathlon February 2013 - April 2013
Nordstrom September 2009 - June 2010
Skills
Microsoft Excel, Accounting, Financial Accounting, Tennis, Reading, Microsoft Word, Microsoft Office, Chemistry, French, Project Management, Customer Service, PowerPoint, Marketing, Teamwork, Editing, Leadership, Public Speaking, Social Media
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Science (BS), Accounting, Senior
Sacred Heart Cathedral Preparatory 2006 — 2010
Notre Dame des Victoires
Fitbit December 2014 - Present
SG Real Estate, Inc. November 2013 - December 2014
CVS Caremark Corporation August 2012 - May 2014
AmeriCorps February 2014 - April 2014
ClearPath Capital Partners May 2013 - October 2013
7th Annual Moraga Triathlon February 2013 - April 2013
Nordstrom September 2009 - June 2010
Skills
Microsoft Excel, Accounting, Financial Accounting, Tennis, Reading, Microsoft Word, Microsoft Office, Chemistry, French, Project Management, Customer Service, PowerPoint, Marketing, Teamwork, Editing, Leadership, Public Speaking, Social Media
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Science (BS), Accounting, Senior
Sacred Heart Cathedral Preparatory 2006 — 2010
Notre Dame des Victoires
Kartik Mehrotra's ClearPath Capital Partners Experience March 2015 - August 2015
Job Venture Capital Intern
Industry Investment Management
Experience
JUMP Investors September 2015 - Present
ClearPath Capital Partners March 2015 - August 2015
Deloitte June 2015 - July 2015
SmileyGo January 2015 - March 2015
SmileyGo September 2014 - January 2015
Public Policy 198 September 2014 - January 2015
Uber July 2014 - January 2015
SpiceMe July 2014 - January 2015
UC Berkeley September 2014 - December 2014
Associated Students of the University of California September 2013 - June 2014
Skills
Research, Social Media Marketing, Community Organizing, Microsoft Excel, Start-ups, Entrepreneurship, Networking, HTML 5, CSS3, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Marketing, Social Entrepreneurship, Data Entry, Facebook, Community Outreach, Blogging, Fundraising, WordPress, Social Media, Management, Public Relations, Online Marketing, Market Research, Google Analytics, Public Speaking, Editing, Leadership, Teamwork, Marketing Strategy, CSS
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.), Bachelor of Science, Business/Managerial Economics, Computer Science
European Innovation Academy 2014 — 2014
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Amity International School, Saket, New Delhi 1999 — 2013
AISSCE, Commerce Stream, 96%
JUMP Investors September 2015 - Present
ClearPath Capital Partners March 2015 - August 2015
Deloitte June 2015 - July 2015
SmileyGo January 2015 - March 2015
SmileyGo September 2014 - January 2015
Public Policy 198 September 2014 - January 2015
Uber July 2014 - January 2015
SpiceMe July 2014 - January 2015
UC Berkeley September 2014 - December 2014
Associated Students of the University of California September 2013 - June 2014
Skills
Research, Social Media Marketing, Community Organizing, Microsoft Excel, Start-ups, Entrepreneurship, Networking, HTML 5, CSS3, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Marketing, Social Entrepreneurship, Data Entry, Facebook, Community Outreach, Blogging, Fundraising, WordPress, Social Media, Management, Public Relations, Online Marketing, Market Research, Google Analytics, Public Speaking, Editing, Leadership, Teamwork, Marketing Strategy, CSS
Education
University of California, Berkeley 2013 — 2017
Bachelor of Arts (B.A.), Bachelor of Science, Business/Managerial Economics, Computer Science
European Innovation Academy 2014 — 2014
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Amity International School, Saket, New Delhi 1999 — 2013
AISSCE, Commerce Stream, 96%
Zach Smith, CFP®'s ClearPath Capital Partners Experience May 2012 - Present
Job Consultant to Tech Innovators @ ClearPath Capital
Industry Financial Services
Experience
ClearPath Capital Partners May 2012 - Present
Education
University of California, Santa Cruz
B.A.
San Francisco State University 2014 — 2015
Executive Certificate
ClearPath Capital Partners May 2012 - Present
Education
University of California, Santa Cruz
B.A.
San Francisco State University 2014 — 2015
Executive Certificate
Anita Lele Anita Lele's ClearPath Capital Partners Experience June 2013 - August 2013
Job Past PwC Intern
Industry Financial Services
Experience
Jurlique 2015 - 2015
Jurlique 2015 - 2015
PwC June 2014 - August 2014
ClearPath Capital Partners June 2013 - August 2013
Paul H.K. Wong Accounting Firm July 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Research, Teamwork, Customer Service, Accounting, Public Speaking, Financial Accounting, Financial Modeling, Social Media, Corporate Finance, Time Management
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics / Minor in Accounting
Milpitas High School 2007 — 2011
Diploma, 4.0
Jurlique 2015 - 2015
Jurlique 2015 - 2015
PwC June 2014 - August 2014
ClearPath Capital Partners June 2013 - August 2013
Paul H.K. Wong Accounting Firm July 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Research, Teamwork, Customer Service, Accounting, Public Speaking, Financial Accounting, Financial Modeling, Social Media, Corporate Finance, Time Management
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business Economics / Minor in Accounting
Milpitas High School 2007 — 2011
Diploma, 4.0
Isha Patel's ClearPath Capital Partners Experience February 2014 - April 2014
Job Investment Banking Summer Analyst at The Raine Group
Industry Financial Services
Experience
The Raine Group June 2015 - Present
Consult Your Community February 2013 - December 2014
LeadGenius Inc. June 2014 - September 2014
Indus Premier South Asian Alliance April 2013 - June 2014
Associated Students of the University of California August 2013 - May 2014
Haas Business School Association August 2013 - May 2014
Associated Students of the University of California August 2013 - May 2014
Empathy FX International October 2012 - May 2014
ClearPath Capital Partners February 2014 - April 2014
Rebuilding Together May 2013 - August 2013
Skills
Program Management, Leadership, Proposal Writing, Strategy, Marketing, Event Planning, Social Media Marketing, Team Leadership, Data Analysis, Research, Project Planning, Microsoft Office, Start-ups, Social Media, Leadership Development, Management, Teaching, Nonprofits, PowerPoint, Entrepreneurship, Training, Fundraising, Public Speaking
Education
University of California, Berkeley 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration
Simi Valley High School 2008 — 2012
Georgetown University
Constitutional Law
Princeton University
United States Government and Politics
The Raine Group June 2015 - Present
Consult Your Community February 2013 - December 2014
LeadGenius Inc. June 2014 - September 2014
Indus Premier South Asian Alliance April 2013 - June 2014
Associated Students of the University of California August 2013 - May 2014
Haas Business School Association August 2013 - May 2014
Associated Students of the University of California August 2013 - May 2014
Empathy FX International October 2012 - May 2014
ClearPath Capital Partners February 2014 - April 2014
Rebuilding Together May 2013 - August 2013
Skills
Program Management, Leadership, Proposal Writing, Strategy, Marketing, Event Planning, Social Media Marketing, Team Leadership, Data Analysis, Research, Project Planning, Microsoft Office, Start-ups, Social Media, Leadership Development, Management, Teaching, Nonprofits, PowerPoint, Entrepreneurship, Training, Fundraising, Public Speaking
Education
University of California, Berkeley 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration
Simi Valley High School 2008 — 2012
Georgetown University
Constitutional Law
Princeton University
United States Government and Politics
Robert Greer's ClearPath Capital Partners Experience June 2009 - August 2009
Job MBA Candidate, Tuck School of Business at Dartmouth College
Industry Financial Services
Experience
Betterment June 2015 - Present
Franklin Templeton Investments July 2011 - July 2014
Franklin Templeton Investments October 2010 - July 2011
Franklin Templeton Investments July 2010 - September 2010
Clearpath Capital Partners June 2009 - August 2009
Skills
Investment Management, Microsoft Excel, Modeling, Creativity, Bloomberg Terminal, Mutual Funds, Performance Attribution, Financial Modeling, Python, Microsoft Office, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Bachelor's Degree, Economics, Corporate Strategy
Crystal Springs Uplands School 2000 — 2006
Rhode Island School of Design 2005 — 2005
Pre-College Program, Drawing, Design
Betterment June 2015 - Present
Franklin Templeton Investments July 2011 - July 2014
Franklin Templeton Investments October 2010 - July 2011
Franklin Templeton Investments July 2010 - September 2010
Clearpath Capital Partners June 2009 - August 2009
Skills
Investment Management, Microsoft Excel, Modeling, Creativity, Bloomberg Terminal, Mutual Funds, Performance Attribution, Financial Modeling, Python, Microsoft Office, Fixed Income
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Vanderbilt University 2007 — 2010
Bachelor's Degree, Economics, Corporate Strategy
Crystal Springs Uplands School 2000 — 2006
Rhode Island School of Design 2005 — 2005
Pre-College Program, Drawing, Design
Justin Eisig Justin Eisig's ClearPath Capital Partners Experience September 2012 - June 2013
Job Project Coordinator at EASi
Industry Financial Services
Experience
EASi March 2015 - Present
Stanford Health Care March 2015 - March 2015
Cisco March 2014 - August 2014
ClearPath Capital Partners September 2012 - June 2013
Skills
Statistics, Data Analysis, R, Matlab, SQL, Microsoft Excel, Microsoft Word, PowerPoint, Key Metrics, Quantitative Finance, Finance
Education
Santa Clara University
Master of Science (MS), Applied Mathematics
The Johns Hopkins University
Bachelor of Science (BS), Applied Mathematics; Psychological & Brain Sciences
EASi March 2015 - Present
Stanford Health Care March 2015 - March 2015
Cisco March 2014 - August 2014
ClearPath Capital Partners September 2012 - June 2013
Skills
Statistics, Data Analysis, R, Matlab, SQL, Microsoft Excel, Microsoft Word, PowerPoint, Key Metrics, Quantitative Finance, Finance
Education
Santa Clara University
Master of Science (MS), Applied Mathematics
The Johns Hopkins University
Bachelor of Science (BS), Applied Mathematics; Psychological & Brain Sciences
Reed McCue Reed McCue's ClearPath Capital Partners Experience August 2015 - Present
Job Private Wealth Management and Liquidity Solutions for Entrepreneurs at ClearPath Capital Partners
Industry Financial Services
Experience
ClearPath Capital Partners August 2015 - Present
University of Oregon October 2013 - July 2015
University of Oregon May 2011 - September 2013
Eureka Genomics Inc May 2009 - August 2010
Investigen, Inc May 2008 - September 2008
Education
Robert D. Clark Honors College, University of Oregon 2009 — 2013
B.S, Economics and Political Science
University of Oregon 2009 — 2013
Bachelor of Science (BS), Economics; Political Science
Miramonte High School 2005 — 2009
ClearPath Capital Partners August 2015 - Present
University of Oregon October 2013 - July 2015
University of Oregon May 2011 - September 2013
Eureka Genomics Inc May 2009 - August 2010
Investigen, Inc May 2008 - September 2008
Education
Robert D. Clark Honors College, University of Oregon 2009 — 2013
B.S, Economics and Political Science
University of Oregon 2009 — 2013
Bachelor of Science (BS), Economics; Political Science
Miramonte High School 2005 — 2009
William Sun William Sun's ClearPath Capital Partners Experience November 2013 - April 2014
Job Financial Analyst at Access Integrated Healthcare
Industry Financial Services
Experience
Access Integrated Healthcare May 2015 - Present
Glass, Lewis & Co. February 2015 - May 2015
RealtyShares June 2014 - January 2015
Silicon Valley Real Equity LLC March 2014 - May 2014
ClearPath Capital Partners November 2013 - April 2014
UC Berkeley September 2013 - December 2013
Padilla & Associates, Inc June 2013 - October 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Research, Economics, Python, R, Unix Shell Scripting
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Access Integrated Healthcare May 2015 - Present
Glass, Lewis & Co. February 2015 - May 2015
RealtyShares June 2014 - January 2015
Silicon Valley Real Equity LLC March 2014 - May 2014
ClearPath Capital Partners November 2013 - April 2014
UC Berkeley September 2013 - December 2013
Padilla & Associates, Inc June 2013 - October 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Research, Economics, Python, R, Unix Shell Scripting
Education
University of California, Berkeley 2012 — 2014
Bachelor of Arts (BA), Economics
Steuart Arboleda Steuart Arboleda's ClearPath Capital Partners Experience August 2013 - November 2013
Job Audit Staff Accountant at OUM & Co. LLP
Industry Accounting
Experience
OUM & Co. LLP September 2015 - Present
World Financial Group (WFG) May 2015 - August 2015
University of San Francisco November 2011 - June 2015
African-American Shakespeare Company October 2013 - May 2015
United Way of America February 2014 - April 2015
Dot & Bo June 2014 - January 2015
ClearPath Capital Partners August 2013 - November 2013
Criterion Capital Management June 2013 - August 2013
Aquaya May 2013 - August 2013
Sbc Pizza Deli December 2010 - August 2013
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Accounting and Marketing
Universidad Pontificia Comillas 2014 — 2014
Intensive Spanish Program
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
OUM & Co. LLP September 2015 - Present
World Financial Group (WFG) May 2015 - August 2015
University of San Francisco November 2011 - June 2015
African-American Shakespeare Company October 2013 - May 2015
United Way of America February 2014 - April 2015
Dot & Bo June 2014 - January 2015
ClearPath Capital Partners August 2013 - November 2013
Criterion Capital Management June 2013 - August 2013
Aquaya May 2013 - August 2013
Sbc Pizza Deli December 2010 - August 2013
Education
University of San Francisco 2011 — 2015
Bachelor of Science (B.S.), Business Administration; Accounting and Marketing
Universidad Pontificia Comillas 2014 — 2014
Intensive Spanish Program
St. Ignatius College Preparatory 2007 — 2011
High School Diploma
Stanley Himeno-Okamoto Stanley Himeno-Okamoto's ClearPath Capital Partners Experience March 2014 - Present
Job Consultant to the Tech Entrepreneur
Industry Investment Management
Experience
ClearPath Capital Partners March 2014 - Present
AKWAMAG August 2013 - February 2014
Dream Audiolab July 2013 - August 2013
Punahou School June 2012 - July 2012
Punahou School June 2011 - July 2011
Price Okamoto Himeno & Lum June 2010 - August 2010
Education
Santa Clara University
Bachelor of Science (B.S.), Economics, Mathematics Minor
Punahou School
High School Diploma
ClearPath Capital Partners March 2014 - Present
AKWAMAG August 2013 - February 2014
Dream Audiolab July 2013 - August 2013
Punahou School June 2012 - July 2012
Punahou School June 2011 - July 2011
Price Okamoto Himeno & Lum June 2010 - August 2010
Education
Santa Clara University
Bachelor of Science (B.S.), Economics, Mathematics Minor
Punahou School
High School Diploma
Dave Parikh Dave Parikh's ClearPath Capital Partners Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Momentum Partners
Industry Financial Services
Experience
Venture Strategy Solutions December 2014 - Present
Momentum Partners // Advise. Network. Invest. June 2015 - August 2015
NETCIRQ December 2014 - May 2015
ccZen October 2014 - December 2014
Venture Strategy Solutions September 2013 - December 2014
ClearPath Capital Partners May 2014 - August 2014
Associated Students of the University of California October 2013 - August 2014
SpoonRocket March 2014 - June 2014
Deloitte April 2014 - April 2014
Blackberry Farm May 2012 - September 2012
Skills
Entrepreneurship, Start-ups, Marketing, Sales, Competitive Analysis, Economics, Consulting, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA), Economics
Monta Vista High School 2009 — 2013
Venture Strategy Solutions December 2014 - Present
Momentum Partners // Advise. Network. Invest. June 2015 - August 2015
NETCIRQ December 2014 - May 2015
ccZen October 2014 - December 2014
Venture Strategy Solutions September 2013 - December 2014
ClearPath Capital Partners May 2014 - August 2014
Associated Students of the University of California October 2013 - August 2014
SpoonRocket March 2014 - June 2014
Deloitte April 2014 - April 2014
Blackberry Farm May 2012 - September 2012
Skills
Entrepreneurship, Start-ups, Marketing, Sales, Competitive Analysis, Economics, Consulting, Microsoft Office
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2013 — 2017
Bachelor of Arts (BA), Economics
Monta Vista High School 2009 — 2013
Bryan Wilson Bryan Wilson's ClearPath Capital Partners Experience 2014 - Present
Job Private Wealth Management and Liquidity Solutions for Entrepreneurs at ClearPath Capital Partners
Industry Investment Management
Experience
ClearPath Capital Partners 2014 - Present
E3 Healthcare LLC 2013 - 2013
Sonus 2012 - 2012
Boston Private Bank 2011 - 2011
Boston Private Bank 2007 - 2010
Skills
Wealth Management, Asset Allocation, Secondary Market, Financial Analysis, Retirement Planning, Portfolio Management, Economics, Accounting
Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General
Copenhagen Business School
Saint Francis High School
ClearPath Capital Partners 2014 - Present
E3 Healthcare LLC 2013 - 2013
Sonus 2012 - 2012
Boston Private Bank 2011 - 2011
Boston Private Bank 2007 - 2010
Skills
Wealth Management, Asset Allocation, Secondary Market, Financial Analysis, Retirement Planning, Portfolio Management, Economics, Accounting
Education
University of Oregon
Bachelor of Science (BS), Business Administration and Management, General
Copenhagen Business School
Saint Francis High School
Melissa Zhang's ClearPath Capital Partners Experience November 2013 - April 2014
Job Fixed Income Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
Echelon Asset Management October 2014 - December 2014
PIMCO June 2014 - August 2014
HTC January 2014 - May 2014
ClearPath Capital Partners November 2013 - April 2014
Credit Union for Berkeley Students, Faculty and Staff August 2011 - December 2013
Education
University of California, Berkeley 2011 — 2015
King George V School, Hong Kong 2004 — 2011
International Baccalaureate (IB) Bilingual Diploma (English & Chinese)
BlackRock August 2015 - Present
Echelon Asset Management October 2014 - December 2014
PIMCO June 2014 - August 2014
HTC January 2014 - May 2014
ClearPath Capital Partners November 2013 - April 2014
Credit Union for Berkeley Students, Faculty and Staff August 2011 - December 2013
Education
University of California, Berkeley 2011 — 2015
King George V School, Hong Kong 2004 — 2011
International Baccalaureate (IB) Bilingual Diploma (English & Chinese)
Raymond Tong Raymond Tong's ClearPath Capital Partners Experience November 2014 - February 2015
Job Real Estate Private Equity Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
ClearPath Capital Partners November 2014 - February 2015
PlushCare June 2014 - August 2014
Northwestern Mutual December 2012 - May 2014
Accent San Francisco June 2013 - August 2013
Office of Supervisor Carole Groom San Mateo County June 2011 - August 2011
Skills
Critical Thinking, Analytic Problem Solving, Financial Analysis, Leadership, Market Research, Microsoft Excel, Team Building, Interpersonal..., PowerPoint, Financial Modeling, Data Analysis, Customer Service, Research, Business Strategy, Public Speaking, Negotiation, Event Planning, Microsoft Word, Microsoft Office, Google Apps, Social Networking, Facebook, Mandarin, Cantonese, Japanese
Education
University of California, Berkeley 2012 — 2016
B.A. Legal Studies (Concentration in Business Law, Finance/Accounting)
OpenDoor 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Morgan Stanley June 2015 - Present
ClearPath Capital Partners November 2014 - February 2015
PlushCare June 2014 - August 2014
Northwestern Mutual December 2012 - May 2014
Accent San Francisco June 2013 - August 2013
Office of Supervisor Carole Groom San Mateo County June 2011 - August 2011
Skills
Critical Thinking, Analytic Problem Solving, Financial Analysis, Leadership, Market Research, Microsoft Excel, Team Building, Interpersonal..., PowerPoint, Financial Modeling, Data Analysis, Customer Service, Research, Business Strategy, Public Speaking, Negotiation, Event Planning, Microsoft Word, Microsoft Office, Google Apps, Social Networking, Facebook, Mandarin, Cantonese, Japanese
Education
University of California, Berkeley 2012 — 2016
B.A. Legal Studies (Concentration in Business Law, Finance/Accounting)
OpenDoor 2013 — 2014
Bank of America Merrill Lynch: Inside an Investment Bank, Finance
Letitia Liu's ClearPath Capital Partners Experience January 2015 - April 2015
Job Assistant Content Strategist at Revel Systems iPad POS
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business August 2014 - Present
Revel Systems iPad POS August 2015 - Present
Revel Systems iPad POS June 2015 - August 2015
ClearPath Capital Partners January 2015 - April 2015
Lyft March 2014 - October 2014
Ruby Seven Studios, Inc. July 2013 - June 2014
Nordstrom August 2011 - August 2012
Skills
Strategic Partnerships, Financial Planning, Mobile Marketing, Online Marketing, Influencer Marketing, Digital Strategy, Social Networking, Marketing, Digital Marketing, Team Building, Financial Accounting, Financial Services
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Peking University 2014 — 2014
International Summer School
University of California, Berkeley, Haas School of Business August 2014 - Present
Revel Systems iPad POS August 2015 - Present
Revel Systems iPad POS June 2015 - August 2015
ClearPath Capital Partners January 2015 - April 2015
Lyft March 2014 - October 2014
Ruby Seven Studios, Inc. July 2013 - June 2014
Nordstrom August 2011 - August 2012
Skills
Strategic Partnerships, Financial Planning, Mobile Marketing, Online Marketing, Influencer Marketing, Digital Strategy, Social Networking, Marketing, Digital Marketing, Team Building, Financial Accounting, Financial Services
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (BA), Economics
Peking University 2014 — 2014
International Summer School
Simon Tryzna Simon Tryzna's ClearPath Capital Partners Experience As a Wealth Advisor Associate with ClearPath Capital Partners in San Francisco, I draw on the full resources of the firm to provide wealth and investment management solutions for my clients. I hold the Series 65 securities license which allows me to provide investment advisory services.Data AnalystTruValue Labs, Inc.December 2014 - June 2015
Job Consultant to Founders and Executives at ClearPath Capital Partners
Industry Financial Services
Experience
ClearPath Capital Partners As a Wealth Advisor Associate with ClearPath Capital Partners in San Francisco, I draw on the full resources of the firm to provide wealth and investment management solutions for my clients. I hold the Series 65 securities license which allows me to provide investment advisory services.Data AnalystTruValue Labs, Inc.December 2014 - June 2015
Summit Wealth & Retirement Partners December 2013 - December 2014
Northgate Capital February 2013 - November 2013
Shell Oil Company November 2011 - March 2013
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Editing, Event Planning, Social Networking, Event Management, Data Analysis, Writing, Calculus, Customer Service, Copy Editing, Blogging, Journalism, News Writing, Newspaper, Accounting, Investran, QuickBooks
Education
Saint Mary's College of California 2011 — 2015
BA Honors, Financial Services
Saint Mary's College of California 2011 — 2015
Bachelor's Degree, Economics
Saint Mary's College of California 2011 — 2015
Minor, Mathematics
ClearPath Capital Partners As a Wealth Advisor Associate with ClearPath Capital Partners in San Francisco, I draw on the full resources of the firm to provide wealth and investment management solutions for my clients. I hold the Series 65 securities license which allows me to provide investment advisory services.Data AnalystTruValue Labs, Inc.December 2014 - June 2015
Summit Wealth & Retirement Partners December 2013 - December 2014
Northgate Capital February 2013 - November 2013
Shell Oil Company November 2011 - March 2013
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Editing, Event Planning, Social Networking, Event Management, Data Analysis, Writing, Calculus, Customer Service, Copy Editing, Blogging, Journalism, News Writing, Newspaper, Accounting, Investran, QuickBooks
Education
Saint Mary's College of California 2011 — 2015
BA Honors, Financial Services
Saint Mary's College of California 2011 — 2015
Bachelor's Degree, Economics
Saint Mary's College of California 2011 — 2015
Minor, Mathematics
Evan Brydon Evan Brydon's ClearPath Capital Partners Experience February 2013 - April 2013
Job Recent grad from USF's MS Analytics program, looking for data analyst/scientist position
Industry Investment Management
Experience
Convergence Investment Management, LLC March 2015 - Present
LiveCareer November 2014 - March 2015
Brydon Tutoring May 2013 - June 2014
ClearPath Capital Partners February 2013 - April 2013
Camelotta Advisors 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Team Leadership, Economics, Public Speaking, Leadership, Research, Management, Microsoft Office, Data Analysis, Investments, Portfolio Management, Analysis, PowerPoint, Matlab, Strategy, Spanish, Event Planning, Market Research, Social Networking, Statistics, Time Management, Econometrics, Teaching, Editing, Nonprofits, Teamwork, Tutoring, Higher Education, Social Media, Community Outreach, Fundraising
Education
University of San Francisco 2014 — 2015
Master of Science, Analytics
Univerity Of California at Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Economics/Mathematics
Lowell High School 2004 — 2008
Convergence Investment Management, LLC March 2015 - Present
LiveCareer November 2014 - March 2015
Brydon Tutoring May 2013 - June 2014
ClearPath Capital Partners February 2013 - April 2013
Camelotta Advisors 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Team Leadership, Economics, Public Speaking, Leadership, Research, Management, Microsoft Office, Data Analysis, Investments, Portfolio Management, Analysis, PowerPoint, Matlab, Strategy, Spanish, Event Planning, Market Research, Social Networking, Statistics, Time Management, Econometrics, Teaching, Editing, Nonprofits, Teamwork, Tutoring, Higher Education, Social Media, Community Outreach, Fundraising
Education
University of San Francisco 2014 — 2015
Master of Science, Analytics
Univerity Of California at Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Economics/Mathematics
Lowell High School 2004 — 2008
Nicholas Welsh's ClearPath Capital Partners Experience August 2015 - Present
Job
Industry Financial Services
Experience
ClearPath Capital Partners August 2015 - Present
Student Housing and Residential Education 2014 - Present
University Ministries January 2014 - December 2014
Skills
Financial Analysis, Student Housing, Education, Photoshop, Microsoft Outlook, Microsoft Word, Business Planning, Microsoft Excel, Microsoft Office, Google Docs, Google Forms, Photography, Phone Etiquette, Writing, News Writing, Coaching, Fixing Things, Sports Coaching, Customer Service, PowerPoint, Financial Planning
Education
University of San Francisco 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Sophomore
Sciences Po 2015 — 2015
International Relations and Affairs, 3.87
ClearPath Capital Partners August 2015 - Present
Student Housing and Residential Education 2014 - Present
University Ministries January 2014 - December 2014
Skills
Financial Analysis, Student Housing, Education, Photoshop, Microsoft Outlook, Microsoft Word, Business Planning, Microsoft Excel, Microsoft Office, Google Docs, Google Forms, Photography, Phone Etiquette, Writing, News Writing, Coaching, Fixing Things, Sports Coaching, Customer Service, PowerPoint, Financial Planning
Education
University of San Francisco 2013 — 2016
Bachelor's Degree, Business Administration and Management, General, Sophomore
Sciences Po 2015 — 2015
International Relations and Affairs, 3.87
Alana Kress's ClearPath Capital Partners Experience May 2014 - July 2014
Job Executive Development Program Trainee
Industry Retail
Experience
Macy's July 2015 - Present
Alpha Chi Omega December 2013 - December 2014
ClearPath Capital Partners May 2014 - July 2014
Gatzino October 2013 - April 2014
Boutique Stroll May 2013 - October 2013
Western Justice Center May 2012 - July 2012
Growing Minds AAC August 2010 - April 2011
Skills
Social Media, Budgets, Social Media Outreach, Microsoft Office, Marketing Strategy, Account Management, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Merchandising, Microsoft Word, Team Management, Business Development, Business Growth..., Event Planning, Public Speaking, Social Networking, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Macy's July 2015 - Present
Alpha Chi Omega December 2013 - December 2014
ClearPath Capital Partners May 2014 - July 2014
Gatzino October 2013 - April 2014
Boutique Stroll May 2013 - October 2013
Western Justice Center May 2012 - July 2012
Growing Minds AAC August 2010 - April 2011
Skills
Social Media, Budgets, Social Media Outreach, Microsoft Office, Marketing Strategy, Account Management, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Merchandising, Microsoft Word, Team Management, Business Development, Business Growth..., Event Planning, Public Speaking, Social Networking, Leadership
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Government
Jake Moore Jake Moore's ClearPath Capital Partners Experience March 2014 - January 2015
Job Market Development Associate at Virool
Industry Marketing and Advertising
Experience
ClearPath Capital Partners March 2014 - January 2015
Morgan Stanley Wealth Management March 2013 - January 2014
UCSB Recreational Sports January 2012 - December 2013
Performance Hoops June 2011 - August 2011
Skills
Social Networking, Time Management, Entrepreneurship, Event Planning, Sports, Management, Public Speaking, Social Media, Leadership, Social Media Marketing, Microsoft Excel, Coaching, Financial Analysis, Sales, Microsoft Word, Microsoft Office, PowerPoint, Finance
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics, Junior
Junípero Serra High School 2006 — 2010
ClearPath Capital Partners March 2014 - January 2015
Morgan Stanley Wealth Management March 2013 - January 2014
UCSB Recreational Sports January 2012 - December 2013
Performance Hoops June 2011 - August 2011
Skills
Social Networking, Time Management, Entrepreneurship, Event Planning, Sports, Management, Public Speaking, Social Media, Leadership, Social Media Marketing, Microsoft Excel, Coaching, Financial Analysis, Sales, Microsoft Word, Microsoft Office, PowerPoint, Finance
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Arts (BA), Economics, Junior
Junípero Serra High School 2006 — 2010
Benig Anderyasian's ClearPath Capital Partners Experience September 2014 - December 2014
Job Investment Management Intern at ClearPath Capital Partners
Industry Venture Capital & Private Equity
Experience
ClearPath Capital Partners September 2014 - December 2014
Northern California Community Loan Fund June 2014 - August 2014
Earthly Nutrition September 2013 - February 2014
Nolo September 2013 - January 2014
Mathnasium - The Math Learning Center May 2013 - August 2013
New York Life Insurance Company January 2013 - May 2013
Gap Inc./Old Navy November 2012 - January 2013
Skills
Finance, Macroeconomics, Asset Management, Market Research, Entrepreneurship, Financial Economics, Microsoft Excel, Microsoft Office, Customer Service, English, Management, PowerPoint, Social Networking, Time Management, Sales Management, Sales, Microsoft Word, Advertising, Outlook, Leadership, Social Media
Education
University of California, Berkeley 2013 — 2015
Bachelor's Degree, Economics, 3.80
Glendale Community College 2011 — 2013
Transfer, General Studies, 3.83
Hoover HS 2007 — 2011
Diploma
ClearPath Capital Partners September 2014 - December 2014
Northern California Community Loan Fund June 2014 - August 2014
Earthly Nutrition September 2013 - February 2014
Nolo September 2013 - January 2014
Mathnasium - The Math Learning Center May 2013 - August 2013
New York Life Insurance Company January 2013 - May 2013
Gap Inc./Old Navy November 2012 - January 2013
Skills
Finance, Macroeconomics, Asset Management, Market Research, Entrepreneurship, Financial Economics, Microsoft Excel, Microsoft Office, Customer Service, English, Management, PowerPoint, Social Networking, Time Management, Sales Management, Sales, Microsoft Word, Advertising, Outlook, Leadership, Social Media
Education
University of California, Berkeley 2013 — 2015
Bachelor's Degree, Economics, 3.80
Glendale Community College 2011 — 2013
Transfer, General Studies, 3.83
Hoover HS 2007 — 2011
Diploma
Margot Boorman's ClearPath Capital Partners Experience August 2014 - October 2014
Job Project Manager at ThinkSmart LLC
Industry Marketing and Advertising
Experience
ThinkSmart LLC February 2015 - Present
ClearPath Capital Partners August 2014 - October 2014
UC Davis Center for Watershed Sciences January 2014 - September 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, JIRA, Research, Microsoft Word, Data Analysis, Financial Analysis, Photoshop, Illustrator, InDesign, Spanish, Outlook, Customer Service, Analysis, Camtasia, Stata, Confluence
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (BA), Economics
The Branson School 2006 — 2010
ThinkSmart LLC February 2015 - Present
ClearPath Capital Partners August 2014 - October 2014
UC Davis Center for Watershed Sciences January 2014 - September 2014
Morgan Stanley January 2014 - March 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, JIRA, Research, Microsoft Word, Data Analysis, Financial Analysis, Photoshop, Illustrator, InDesign, Spanish, Outlook, Customer Service, Analysis, Camtasia, Stata, Confluence
Education
University of California, Davis 2010 — 2014
Bachelor of Arts (BA), Economics
The Branson School 2006 — 2010
Jennifer Devlin Jennifer Devlin's ClearPath Capital Partners Experience 2011 - 2011
Job Internationally Board Certified Lactation Consultant
Industry Medical Practice
Experience
Miss Lactation April 2011 - Present
Mills-Peninsula Hospital March 2011 - Present
City of San Carlos March 2011 - 2012
ClearPath Capital Partners 2011 - 2011
California Institute for Regenerative Medicine 2004 - 2006
California Institute for Regenerative Medicine 2004 - 2006
Skills
Speak Italian, Babies, Lactation, Health Education, Pregnancy, Nutrition, Community Outreach, Healthcare, Holistic Health, Pediatrics, Prevention, Public Health, Public Speaking, Teaching, Treatment, Wellbeing, Wellness
Education
University of California, San Diego Extension 2010 — 2011
Lactation, Lactation
University of California, San Diego Extension 2010 — 2010
Certified Lactation Educator, Lactation
Notre Dame de Namur University 2000 — 2003
BA, Political Science
Mercy High School 1994 — 1998
Miss Lactation April 2011 - Present
Mills-Peninsula Hospital March 2011 - Present
City of San Carlos March 2011 - 2012
ClearPath Capital Partners 2011 - 2011
California Institute for Regenerative Medicine 2004 - 2006
California Institute for Regenerative Medicine 2004 - 2006
Skills
Speak Italian, Babies, Lactation, Health Education, Pregnancy, Nutrition, Community Outreach, Healthcare, Holistic Health, Pediatrics, Prevention, Public Health, Public Speaking, Teaching, Treatment, Wellbeing, Wellness
Education
University of California, San Diego Extension 2010 — 2011
Lactation, Lactation
University of California, San Diego Extension 2010 — 2010
Certified Lactation Educator, Lactation
Notre Dame de Namur University 2000 — 2003
BA, Political Science
Mercy High School 1994 — 1998
Lucette Akplogan's ClearPath Capital Partners Experience March 2014 - August 2014
Job Analytics Specialist at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities December 2014 - June 2015
Corporate Finance Advisors May 2014 - September 2014
ClearPath Capital Partners March 2014 - August 2014
Polaris Equity Management Inc. May 2009 - August 2009
The International Trade Centre UNCTAD/WTO April 2007 - April 2008
The South Centre January 2007 - March 2007
Skills
Analysis, Financial Analysis, Project Management, Economics, Business Development, Finance, Access, Marketing, Portfolio Management, French, Policy, Research, Investments, Event Planning, Proposal Writing, Databases, Trading, Financial Modeling, Bloomberg, Entrepreneurship, Business Strategy, Market Analysis, Due Diligence, Valuation, Market Research
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Finance, General
University of California, Berkeley 2008 — 2009
Certificate, International Business and Finance
University of Westminster 2005 — 2006
MA, Diplomatic Studies
Ecole supérieure de Gestion 2003 — 2005
BA, International Management
University of Paris I: Panthéon-Sorbonne 2001 — 2003
Associates, Business Management
Wells Fargo Securities December 2014 - June 2015
Corporate Finance Advisors May 2014 - September 2014
ClearPath Capital Partners March 2014 - August 2014
Polaris Equity Management Inc. May 2009 - August 2009
The International Trade Centre UNCTAD/WTO April 2007 - April 2008
The South Centre January 2007 - March 2007
Skills
Analysis, Financial Analysis, Project Management, Economics, Business Development, Finance, Access, Marketing, Portfolio Management, French, Policy, Research, Investments, Event Planning, Proposal Writing, Databases, Trading, Financial Modeling, Bloomberg, Entrepreneurship, Business Strategy, Market Analysis, Due Diligence, Valuation, Market Research
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Finance, General
University of California, Berkeley 2008 — 2009
Certificate, International Business and Finance
University of Westminster 2005 — 2006
MA, Diplomatic Studies
Ecole supérieure de Gestion 2003 — 2005
BA, International Management
University of Paris I: Panthéon-Sorbonne 2001 — 2003
Associates, Business Management
Evelyn Santillan's ClearPath Capital Partners Experience October 2012 - Present
Job Operations & Administrative Manager
Industry Public Relations and Communications
Experience
ClearPath Capital Partners October 2012 - Present
Patch.com June 2012 - September 2012
Crocker & Crocker April 2012 - June 2012
Davis Senior High School Yearbook Class March 2012 - June 2012
ASUCD Entertainment Council June 2010 - June 2012
UC Davis Center for Public Policy Research July 2011 - December 2011
Sacramento Press July 2011 - October 2011
Campus Rotaract Club of Davis October 2008 - July 2010
Skills
Facebook, Social Networking, Blogging, Social Media, Event Planning, Editing, Social Media Marketing, Community Outreach, InDesign, Event Management, Research, Adobe Creative Suite, Fundraising, Video Editing, Public Speaking, Non-profits, Photoshop, PowerPoint, Wordpress, Newsletters, Marketing, Video Production, Video, Creative Writing, Press Releases, Publicity
Education
University of California, Davis
Bachelor's Degree, Psychology, Communications
ClearPath Capital Partners October 2012 - Present
Patch.com June 2012 - September 2012
Crocker & Crocker April 2012 - June 2012
Davis Senior High School Yearbook Class March 2012 - June 2012
ASUCD Entertainment Council June 2010 - June 2012
UC Davis Center for Public Policy Research July 2011 - December 2011
Sacramento Press July 2011 - October 2011
Campus Rotaract Club of Davis October 2008 - July 2010
Skills
Facebook, Social Networking, Blogging, Social Media, Event Planning, Editing, Social Media Marketing, Community Outreach, InDesign, Event Management, Research, Adobe Creative Suite, Fundraising, Video Editing, Public Speaking, Non-profits, Photoshop, PowerPoint, Wordpress, Newsletters, Marketing, Video Production, Video, Creative Writing, Press Releases, Publicity
Education
University of California, Davis
Bachelor's Degree, Psychology, Communications