Columbia West Capital
Description
Address: 14624 N Scottsdale Rd, Scottsdale, AZ 85254 Phone: (480) 664-3949Website: Category: : : : : : Hours: Place name: : Website: http://columbiawestcap.com/ Category: Investment Bank 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.Add missing informationAdd business hours 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 Columbia West Capital Posting publicly on the Web Write a review Reviews Be the first to review
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Columbia West Capital Employees
Employee
Years
Job
Industry
Eric Brady Eric Brady's Columbia West Capital Experience July 2011 - August 2011
Job Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
UofA Financial Management Association January 2011 - May 2013
Perella Weinberg Partners June 2012 - August 2012
Columbia West Capital July 2011 - August 2011
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance, Economics, Math Minor
Perella Weinberg Partners July 2014 - Present
Perella Weinberg Partners June 2013 - August 2013
UofA Financial Management Association January 2011 - May 2013
Perella Weinberg Partners June 2012 - August 2012
Columbia West Capital July 2011 - August 2011
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance, Economics, Math Minor
Taylor Wilkins Taylor Wilkins's Columbia West Capital Experience September 2012 - December 2012
Job M&A Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Allen Latta, CFA, CAIA Allen Latta, CFA, CAIA's Columbia West Capital Experience 2010 - 2013
Job Managing Director and CEO, Campton Private Equity Advisors
Industry Venture Capital & Private Equity
Experience
Campton Private Equity Advisors 2006 - Present
Futterman Dupree Dodd Croley Maier LLP 2014 - Present
Discern Securities, Inc. 2013 - Present
Columbia West Capital 2010 - 2013
VenCap International 2002 - 2006
San Francisco State University 2002 - 2003
Bear, Stearns & Co. 2000 - 2001
CIBC Oppenheimer 1997 - 2000
Santa Monica College 1994 - 1997
Children's Creative Workshop 1987 - 1997
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Corporate Development, Fund Of Funds, Corporate Finance, IPO, Due Diligence, Valuation, Strategic Partnerships, Financial Modeling, Alternative Investments, Investment Management, Private Placements, Telecommunications, Financial Structuring, Corporate Law
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Hastings College of the Law
JD
University of California, Los Angeles
BA, Economics
CFA Institute
CFA Charterholder, Finance
CAIA Association
CAIA Charterholder, Alternative Investments
Campton Private Equity Advisors 2006 - Present
Futterman Dupree Dodd Croley Maier LLP 2014 - Present
Discern Securities, Inc. 2013 - Present
Columbia West Capital 2010 - 2013
VenCap International 2002 - 2006
San Francisco State University 2002 - 2003
Bear, Stearns & Co. 2000 - 2001
CIBC Oppenheimer 1997 - 2000
Santa Monica College 1994 - 1997
Children's Creative Workshop 1987 - 1997
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Investment Banking, Investments, Corporate Development, Fund Of Funds, Corporate Finance, IPO, Due Diligence, Valuation, Strategic Partnerships, Financial Modeling, Alternative Investments, Investment Management, Private Placements, Telecommunications, Financial Structuring, Corporate Law
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Finance
University of California, Hastings College of the Law
JD
University of California, Los Angeles
BA, Economics
CFA Institute
CFA Charterholder, Finance
CAIA Association
CAIA Charterholder, Alternative Investments
Adam O'Brien Adam O'Brien's Columbia West Capital Experience January 2013 - April 2013
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Lazard June 2015 - Present
BYU Investment Banking Club May 2014 - April 2015
Lazard May 2014 - July 2014
Arbor Advisors July 2013 - September 2013
Columbia West Capital January 2013 - April 2013
StepStone Group August 2012 - December 2012
Grandeur Peak Global Advisors June 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints July 2011 - June 2012
Skills
Investment Banking, Financial Modeling, Bloomberg Terminal, Capital IQ, Brazilian Portuguese, Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Finance, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Valuation
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Finance
Matthew Hopper's Columbia West Capital Experience April 2014 - August 2014
Job Valuation Analyst at Greener Equity
Industry Investment Banking
Experience
Greener Equity October 2014 - Present
Lazard May 2015 - July 2015
Lazard November 2014 - May 2015
Columbia West Capital April 2014 - August 2014
Pure Enviro Management January 2014 - April 2014
Linsalata Capital Partners June 2013 - December 2013
Missionary Training Center April 2013 - August 2013
Peak Capital Partners April 2013 - August 2013
IndustryPro April 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Bloomberg Terminal, Financial Analysis, Due Diligence, Financial Modeling, Analysis, Valuation, Spanish, Finance
Education
Brigham Young University 2009 — 2016
Master's of Accountancy, Bachelor of Science in Accounting, Minor in Mathematics, 3.9 / 4.0
Brigham Young University
Greener Equity October 2014 - Present
Lazard May 2015 - July 2015
Lazard November 2014 - May 2015
Columbia West Capital April 2014 - August 2014
Pure Enviro Management January 2014 - April 2014
Linsalata Capital Partners June 2013 - December 2013
Missionary Training Center April 2013 - August 2013
Peak Capital Partners April 2013 - August 2013
IndustryPro April 2013 - August 2013
Beneficial Financial Group January 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Bloomberg Terminal, Financial Analysis, Due Diligence, Financial Modeling, Analysis, Valuation, Spanish, Finance
Education
Brigham Young University 2009 — 2016
Master's of Accountancy, Bachelor of Science in Accounting, Minor in Mathematics, 3.9 / 4.0
Brigham Young University
Marc Dedrick Marc Dedrick's Columbia West Capital Experience January 2010 - April 2010
Job Analyst at MSD Capital
Industry Investment Management
Experience
MSD Capital July 2014 - Present
Nomura Securities July 2011 - May 2014
Granada Advisors December 2009 - April 2011
Sagent Advisors June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
Students for Social Entrepreneurship December 2009 - April 2010
Unitus September 2009 - December 2009
SWAN Foundation July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - June 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Economics, Valuation, Business Valuation, Bloomberg, Leadership, Capital Markets, Investment Banking, Private Equity, Bloomberg Terminal
Education
Brigham Young University 2008 — 2011
BS, Management (Finance)
MSD Capital July 2014 - Present
Nomura Securities July 2011 - May 2014
Granada Advisors December 2009 - April 2011
Sagent Advisors June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
Students for Social Entrepreneurship December 2009 - April 2010
Unitus September 2009 - December 2009
SWAN Foundation July 2009 - August 2009
The Church of Jesus Christ of Latter-day Saints June 2006 - June 2008
Skills
Financial Analysis, Due Diligence, Financial Modeling, Economics, Valuation, Business Valuation, Bloomberg, Leadership, Capital Markets, Investment Banking, Private Equity, Bloomberg Terminal
Education
Brigham Young University 2008 — 2011
BS, Management (Finance)
Jeremy Whelan's Columbia West Capital Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
Columbia West Capital August 2015 - Present
Wells Fargo June 2015 - August 2015
ImageTag August 2013 - June 2015
American Chamber of Commerce in Shanghai September 2012 - May 2013
University of San Diego June 2011 - May 2012
Skills
Chinese, Intercultural Relations, Telephone Interviewing, Public Engagement, Spanish, Cross-cultural..., Research, Public Speaking, Social Change, Press Conferences, Social Media, International Relations, Facebook, Event Planning, Nonprofits, PowerPoint, Community Outreach, Social Networking, Experiential Learning, Deadline Driven, Microsoft Excel, Microsoft Office, Non-profits, Editing, Online Lead Generation, Cause Marketing, Stakeholder Analysis, Microsoft Word
Education
Arizona State University 2014 — 2016
Finance, General
Fudan University 2012 — 2012
Master of Laws (LLM) Semester Certificate, Chinese Business Law, 3.58
University of San Diego 2008 — 2012
Bachelor of Arts (BA), History, Political Science, 3.68
Peking University 2010 — 2010
Semester abroad, Sino-US Diplomatic Relations, 3.8
The Ross School 2003 — 2008
Wells Fargo Securities September 2015 - Present
Columbia West Capital August 2015 - Present
Wells Fargo June 2015 - August 2015
ImageTag August 2013 - June 2015
American Chamber of Commerce in Shanghai September 2012 - May 2013
University of San Diego June 2011 - May 2012
Skills
Chinese, Intercultural Relations, Telephone Interviewing, Public Engagement, Spanish, Cross-cultural..., Research, Public Speaking, Social Change, Press Conferences, Social Media, International Relations, Facebook, Event Planning, Nonprofits, PowerPoint, Community Outreach, Social Networking, Experiential Learning, Deadline Driven, Microsoft Excel, Microsoft Office, Non-profits, Editing, Online Lead Generation, Cause Marketing, Stakeholder Analysis, Microsoft Word
Education
Arizona State University 2014 — 2016
Finance, General
Fudan University 2012 — 2012
Master of Laws (LLM) Semester Certificate, Chinese Business Law, 3.58
University of San Diego 2008 — 2012
Bachelor of Arts (BA), History, Political Science, 3.68
Peking University 2010 — 2010
Semester abroad, Sino-US Diplomatic Relations, 3.8
The Ross School 2003 — 2008
Berislav Zbozinek Berislav Zbozinek's Columbia West Capital Experience September 2010 - January 2011
Job Commodity Manager at Intel Corporation
Industry Information Services
Experience
Intel Corporation April 2012 - Present
Arizona State University August 2009 - April 2012
Intel Corporation May 2011 - August 2011
Columbia West Capital September 2010 - January 2011
Sanction Solutions December 2008 - February 2010
Enterprise Rent-A-Car November 2006 - October 2008
Skills
Strategy, Supply Chain, Management, Analysis, Financial Modeling, Contract Negotiation, Finance, Strategic Sourcing, Valuation, Customer Service, Supply Management, Online Marketing, Cross-functional Team..., Supply Chain Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
MBA, Supply Chain Financial Management
Claremont McKenna College 2002 — 2006
Bachelor's, International Relations
Brophy College Prep 1999 — 2002
Intel Corporation April 2012 - Present
Arizona State University August 2009 - April 2012
Intel Corporation May 2011 - August 2011
Columbia West Capital September 2010 - January 2011
Sanction Solutions December 2008 - February 2010
Enterprise Rent-A-Car November 2006 - October 2008
Skills
Strategy, Supply Chain, Management, Analysis, Financial Modeling, Contract Negotiation, Finance, Strategic Sourcing, Valuation, Customer Service, Supply Management, Online Marketing, Cross-functional Team..., Supply Chain Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
MBA, Supply Chain Financial Management
Claremont McKenna College 2002 — 2006
Bachelor's, International Relations
Brophy College Prep 1999 — 2002
David W. Vargo's Columbia West Capital Experience January 2010 - April 2010
Job Sr. Business Consultant at Domo, Inc.
Industry Financial Services
Experience
Domo, Inc. January 2014 - Present
Domo, Inc. 2014 - 2015
Domo, Inc. 2014 - 2015
Harrison Group January 2013 - December 2013
Goldman Sachs July 2011 - January 2013
Goldman Sachs June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
BYU Biochemistry Department August 2009 - April 2010
Skills
Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Python, R, SQL
Education
Brigham Young University
B.A., Economics
Domo, Inc. January 2014 - Present
Domo, Inc. 2014 - 2015
Domo, Inc. 2014 - 2015
Harrison Group January 2013 - December 2013
Goldman Sachs July 2011 - January 2013
Goldman Sachs June 2010 - August 2010
Columbia West Capital January 2010 - April 2010
BYU Biochemistry Department August 2009 - April 2010
Skills
Financial Modeling, Trading, Valuation, Financial Analysis, Capital Markets, Python, R, SQL
Education
Brigham Young University
B.A., Economics
Jordan Nelson Jordan Nelson's Columbia West Capital Experience December 2013 - Present
Job Vice President at Columbia West Capital
Industry Investment Banking
Experience
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Columbia West Capital December 2013 - Present
Columbia West Capital January 2012 - December 2013
Columbia West Capital LLC 2009 - December 2011
Credit Suisse 2007 - 2009
Goldman Sachs - Private Wealth Management May 2006 - August 2006
Northwestern Mutual 2005 - 2006
Skills
M&A experience, Business Valuation, Financial Modeling, Venture Capital, Mergers, Private Equity, Investment Banking, Capital, Mergers & Acquisitions, Management, Entrepreneurship, Investments, Finance, LBO, Due Diligence, Private Placements, Corporate Finance, Valuation
Education
Brigham Young University 2004 — 2007
BS, Business Management
Utah State University 2000 — 2001
Timpview 1996 — 2000
Kellon Furber Kellon Furber's Columbia West Capital Experience January 2015 - April 2015
Job Investment Banking Summer Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies May 2015 - August 2015
Columbia West Capital January 2015 - April 2015
Horizon View Capital October 2014 - December 2014
Linsalata Capital Partners September 2014 - December 2014
Skills
Finance, Microsoft Office, Research, PowerPoint, Microsoft Excel, Capital IQ, Investment Banking, Mergers & Acquisitions, Private Placements, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Accounting, Spanish, Market Research, Public Speaking, Team Leadership, Time Management
Education
Brigham Young University
Bachelor’s Degree, Accounting
University of Cambridge 2014 — 2014
Pembroke-King's Programme
D.A. Davidson Companies May 2015 - August 2015
Columbia West Capital January 2015 - April 2015
Horizon View Capital October 2014 - December 2014
Linsalata Capital Partners September 2014 - December 2014
Skills
Finance, Microsoft Office, Research, PowerPoint, Microsoft Excel, Capital IQ, Investment Banking, Mergers & Acquisitions, Private Placements, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Accounting, Spanish, Market Research, Public Speaking, Team Leadership, Time Management
Education
Brigham Young University
Bachelor’s Degree, Accounting
University of Cambridge 2014 — 2014
Pembroke-King's Programme
Andrew Perkinson's Columbia West Capital Experience May 2015 - August 2015
Job Investment Banking Analyst Intern at Columbia West Capital
Industry Financial Services
Experience
Columbia West Capital May 2015 - August 2015
Peak Capital Partners September 2014 - April 2015
My Fast PC June 2014 - August 2014
Clarke Capital Partners May 2014 - August 2014
Bountiful Technologies Co. Ltd. January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Customer Support, Golf, Sports, Spanish-speaking, Brazilian Portuguese, Public Speaking, Accounting, SQL, CSS, Microsoft Excel, HTML, VBA, Commercial Real Estate, Business Development, Underwriting, Microsoft Word, Sales, PowerPoint
Education
Brigham Young University 2010 — 2016
Banking and Financial Support Services, Sophomore
Columbia West Capital May 2015 - August 2015
Peak Capital Partners September 2014 - April 2015
My Fast PC June 2014 - August 2014
Clarke Capital Partners May 2014 - August 2014
Bountiful Technologies Co. Ltd. January 2014 - April 2014
Beneficial Financial Group September 2013 - December 2013
Skills
Microsoft Office, Customer Service, Customer Support, Golf, Sports, Spanish-speaking, Brazilian Portuguese, Public Speaking, Accounting, SQL, CSS, Microsoft Excel, HTML, VBA, Commercial Real Estate, Business Development, Underwriting, Microsoft Word, Sales, PowerPoint
Education
Brigham Young University 2010 — 2016
Banking and Financial Support Services, Sophomore
Barbara Gao's Columbia West Capital Experience May 2010 - July 2010
Job Analyst at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management July 2014 - Present
Jefferies & Company July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Columbia West Capital May 2010 - July 2010
Skills
Spanish, Mandarin, Capital IQ, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics (Finance) and B.A. in History (Economic History), Magna Cum Laude
Visium Asset Management July 2014 - Present
Jefferies & Company July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Columbia West Capital May 2010 - July 2010
Skills
Spanish, Mandarin, Capital IQ, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
B.S. in Economics (Finance) and B.A. in History (Economic History), Magna Cum Laude
Michael Brimhall Michael Brimhall's Columbia West Capital Experience August 2015 - Present
Job Investment Banking Analyst Intern at Columbia West Capital
Industry Banking
Experience
Columbia West Capital August 2015 - Present
Skills
Microsoft Excel, Leadership, Finance, Investment Banking, Financial Modeling
Education
Brigham Young University
Bachelor’s Degree, Finance
Columbia West Capital August 2015 - Present
Skills
Microsoft Excel, Leadership, Finance, Investment Banking, Financial Modeling
Education
Brigham Young University
Bachelor’s Degree, Finance
Sam Anderson Sam Anderson's Columbia West Capital Experience July 2014 - September 2014
Job Student at Santa Clara University
Industry Investment Banking
Experience
Mooreland Partners June 2015 - September 2015
Mooreland Partners February 2015 - May 2015
Columbia West Capital July 2014 - September 2014
Alliance Residential Company June 2013 - March 2014
Alliance Residential Company June 2012 - September 2012
St. Joseph's Hospital and Medical Center 2010 - 2011
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Strategy, Financial Modeling, Data Analysis, Microsoft Office, Research, Real Estate Economics, Marketing, Analysis, Economics, Valuation, Investment Banking
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.), Economics; Bachelor of Arts (B.A.), English
Brophy College Preparatory 2008 — 2012
Mooreland Partners June 2015 - September 2015
Mooreland Partners February 2015 - May 2015
Columbia West Capital July 2014 - September 2014
Alliance Residential Company June 2013 - March 2014
Alliance Residential Company June 2012 - September 2012
St. Joseph's Hospital and Medical Center 2010 - 2011
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Strategy, Financial Modeling, Data Analysis, Microsoft Office, Research, Real Estate Economics, Marketing, Analysis, Economics, Valuation, Investment Banking
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.), Economics; Bachelor of Arts (B.A.), English
Brophy College Preparatory 2008 — 2012
Dillon Ramey Dillon Ramey's Columbia West Capital Experience August 2014 - December 2014
Job Investment Banking Summer Analyst, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Jordan Lusk Jordan Lusk's Columbia West Capital Experience January 2013 - April 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Morgan Stanley June 2015 - Present
Corra Fund February 2014 - Present
Morgan Stanley June 2014 - August 2014
B. Riley & Co. May 2013 - August 2013
Columbia West Capital January 2013 - April 2013
Zions Bank May 2012 - August 2012
Skills
Investment Banking, Due Diligence, Financial Modeling, Financial Analysis, Valuation, DCF, Private Placements, LBO, Private Equity, Business Valuation, Mergers & Acquisitions, Investments, Finance, Corporate Finance
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Finance
Tim Forsgren's Columbia West Capital Experience August 2013 - December 2013
Job Business Development at Qualtrics
Industry Investment Banking
Experience
Qualtrics September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Aegis Capital May 2014 - August 2014
Columbia West Capital August 2013 - December 2013
Crewe Capital April 2013 - August 2013
IndustryPro January 2013 - April 2013
Chargeback.com January 2013 - April 2013
Students for Social Innovation August 2012 - December 2012
Covidien June 2012 - August 2012
Skills
Statistics, Microsoft Office, Microsoft Excel, Problem Solving, Writing, Technology, Ski, Lacrosse, Finance, Customer Service, Photoshop, Market Research, Hedge Funds
Education
Brigham Young University 2012 — 2016
Sophomore
Brigham Young University 2011 — 2015
Finance
Qualtrics September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Aegis Capital May 2014 - August 2014
Columbia West Capital August 2013 - December 2013
Crewe Capital April 2013 - August 2013
IndustryPro January 2013 - April 2013
Chargeback.com January 2013 - April 2013
Students for Social Innovation August 2012 - December 2012
Covidien June 2012 - August 2012
Skills
Statistics, Microsoft Office, Microsoft Excel, Problem Solving, Writing, Technology, Ski, Lacrosse, Finance, Customer Service, Photoshop, Market Research, Hedge Funds
Education
Brigham Young University 2012 — 2016
Sophomore
Brigham Young University 2011 — 2015
Finance
Kris Trafton, CFA's Columbia West Capital Experience November 2008 - January 2009
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2012 - Present
Barrington Research Associates, Inc. November 2011 - November 2012
US Airways April 2010 - May 2011
US Airways April 2009 - April 2010
Columbia West Capital November 2008 - January 2009
Skills
Process Improvement, Process Engineering, Due Diligence, Risk Analysis, Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Real Options, Team Building
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Real Estate, 3.6
California State University, Fullerton - College of Business 2001 — 2005
BA, Business Administration, 3.8
CMT Level 3 Candidate
Credit Suisse November 2012 - Present
Barrington Research Associates, Inc. November 2011 - November 2012
US Airways April 2010 - May 2011
US Airways April 2009 - April 2010
Columbia West Capital November 2008 - January 2009
Skills
Process Improvement, Process Engineering, Due Diligence, Risk Analysis, Financial Analysis, Financial Modeling, Valuation, Financial Accounting, Real Options, Team Building
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Real Estate, 3.6
California State University, Fullerton - College of Business 2001 — 2005
BA, Business Administration, 3.8
CMT Level 3 Candidate
Steve Rosa's Columbia West Capital Experience January 2010 - April 2010
Job Senior Associate at PwC
Industry Financial Services
Experience
Financial Instruments, Structured Products, and Real Estate July 2015 - Present
Financial Instruments, Structured Products, and Real Estate July 2013 - June 2015
Financial Instruments, Structured Products, and Real Estate January 2013 - June 2013
180Fusion September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Columbia West Capital January 2010 - April 2010
Brigham Young University January 2009 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Analysis, Finance, Corporate Finance, Leadership, Investments, Portfolio Management, Mergers & Acquisitions, Management, Investment Banking, Bloomberg, Banking, Marketing, Research, Managerial Finance, Credit Analysis, Financial Risk, Real Estate, Teaching, Tutoring, Financial Modeling
Education
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General, Major GPA: 3.86/4.00 - Cumulative GPA: 3.74/4.00
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General
Financial Instruments, Structured Products, and Real Estate July 2015 - Present
Financial Instruments, Structured Products, and Real Estate July 2013 - June 2015
Financial Instruments, Structured Products, and Real Estate January 2013 - June 2013
180Fusion September 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints August 2010 - August 2012
Columbia West Capital January 2010 - April 2010
Brigham Young University January 2009 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Analysis, Finance, Corporate Finance, Leadership, Investments, Portfolio Management, Mergers & Acquisitions, Management, Investment Banking, Bloomberg, Banking, Marketing, Research, Managerial Finance, Credit Analysis, Financial Risk, Real Estate, Teaching, Tutoring, Financial Modeling
Education
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General, Major GPA: 3.86/4.00 - Cumulative GPA: 3.74/4.00
Brigham Young University 2005 — 2010
Bachelor's degree, Finance, General