CREO Capital Advisors
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16 CREO Capital Advisors employees in database. Find out everything there's to know about CREO Capital Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CREO Capital Advisors Employees
Barclays July 2014 - Present
CREO Capital Advisors 2013 - 2013
Enova International 2009 - 2012
Enova International 2007 - 2009
Crowe Capital Markets 2005 - 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Financial Statement..., Valuation, Financial Reporting, Financial Services, Strategic Financial..., Investment Management, Portfolio Management
Education
University of Southern California - Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
CREO Capital Advisors June 2015 - Present
Arrowroot Capital June 2014 - June 2015
Cerritos College November 2012 - May 2013
Education
University of California, Los Angeles 2013 — 2016
Bachelor's Degree, Economics, Junior
Cerritos College 2010 — 2013
Associate's Degree, Economics
Citi June 2015 - August 2015
CREO Capital Advisors April 2015 - June 2015
McCafferty & Company October 2014 - December 2014
CREO Capital Advisors March 2014 - September 2014
Bank of America Merrill Lynch May 2014 - May 2014
Diamond Capital Advisors September 2013 - March 2014
Education
UCLA 2012 — 2016
Bachelor of Science (B.S.), Financial Actuarial Mathematics
Pudong Foreign Languages School
AllianceBernstein September 2014 - Present
Abilities Expo December 2012 - June 2014
CREO Capital Advisors June 2013 - August 2013
In the Know Experiences July 2012 - August 2012
CREO Capital Advisors June 2012 - July 2012
Berman, Berman & Berman, LLP June 2011 - August 2011
Skills
Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Corporate Finance
Education
Brown University 2010 — 2014
CREO Capital Advisors May 2015 - Present
Oberon Securities, LLC October 2014 - May 2015
Ladenburg Thalmann Financial Services Inc. June 2011 - August 2013
Jordan Cooper & Associates May 2010 - August 2010
Skills
Financial Modeling, Capital Markets, Public Speaking, Investments, Valuation, Microsoft Excel, Finance, Investment Banking, Bloomberg Terminal, Research, Leadership, PowerPoint, Capital IQ, Financial Analysis, Mergers & Acquisitions, Equities, Equity Capital Markets, Analysis, Social Media, Microsoft Office, English, Management, Editing, Access, Bloomberg, Writing, Excel, High Yield Oriented..., Event Management, Healthcare, Real Estate, Visual Basic 5.0/6.0, Corporate Finance, Financial Accounting, Data Analysis, Entrepreneurship, Hedge Funds, Fixed Income, IPO, Due Diligence, Economics, LBO, Equity Research, Equity Valuation, DCF, Business Valuation, Private Placements, Capital, Private Equity, Alternative Investments
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
Semester at Sea 2013 — 2013
Abroad Experience, Junior Year Spring Semester
Training The Street 2012 — 2012
Financial Modeling and Corporate Valuation, Accounting and Finance, Passed
University of Cattolica 2012 — 2012
Bachelor's Degree, Study Abroad
North Shore Hebrew Academy High School 2004 — 2012
Bachelors of Business Administration, Finance
CREO Capital Advisors April 2015 - Present
Olson, Cross & Alamo Advisors June 2013 - August 2013
Training The Street September 2012 - October 2012
Cinda International Capital Limited June 2012 - August 2012
Guotai Junan Securities Co., Ltd May 2011 - July 2011
Duke Energy Corporation 2011 - 2011
Bank of Communications Limited May 2010 - July 2010
Skills
Microsoft Office, Bloomberg Terminal, Access, SQL, Minitab, SAS, Teamwork, Equity Research, Investment Banking, Banking, Security, Financial Modeling, Financial Statement..., Equities, Corporate Finance, Microsoft Excel, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Master of Science (M.S.), Finance
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance, Decision Science
CREO Capital Advisors January 2014 - Present
Capital Group July 2012 - December 2013
ING DIRECT March 2008 - July 2012
ING DIRECT June 2007 - March 2008
National Marketing Services (NMS) May 2006 - June 2007
Skills
Problem Identification, Problem Solving, Ability to make..., Leadership, Strong Communication, Filing, Data Entry, Computer Proficiency, Answering Telephones, Phone Etiquette, Word Processing, Typing, Document Drafting, Project Planning, Travel Planning, Master Scheduling, Client Relations Skills, Training, Project Management, Budget Monitoring, Creativity, Telephone Skills, Microsoft Excel, Banking, Credit, Customer Service, Loans, Microsoft Word, Mortgage Lending, Mortgage Servicing, PowerPoint, Software Documentation
Education
California State University-Los Angeles 2006 — 2012
Bachelor of Science (BS), Business Administration and Management, Minor in Economics, 3.0
Santa Monica College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
FocalPoint Partners, LLC July 2015 - Present
FocalPoint Partners, LLC May 2014 - June 2015
Preciado Cardiology February 2014 - May 2014
CREO Capital Advisors January 2014 - February 2014
CREO Capital Advisors January 2013 - December 2013
CREO Capital Advisors April 2011 - December 2012
Preciado Cardiology June 2007 - April 2011
Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Accounting, Business Valuation, Capital IQ, Microsoft Excel, Microsoft Office, Investment Banking, Private Equity, Equity Research, Valuation, Equities, Bloomberg, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.), Economics
Gilead Sciences May 2015 - August 2015
CREO Capital Advisors September 2014 - December 2014
Mapletree May 2014 - August 2014
Skills
Fluency in Mandarin..., Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Analysis, Leadership, Event Planning, Research, Teamwork
Education
University of Southern California 2013 — 2017
Bachelor’s Degree, Dual Degree: Accounting, Business Administration
FocalPoint Partners, LLC January 2015 - Present
Gap Inc. June 2014 - August 2014
CREO Capital Advisors August 2013 - December 2013
LIDO Advisors June 2013 - August 2013
Ess Cee Inc. 2009 - 2012
Education
University of California, Los Angeles 2010 — 2014
Bachelor of Arts (B.A.)
Santiago High School 2006 — 2010
High School Diploma
JMP Securities July 2014 - Present
Imperial Capital Bank September 2012 - December 2012
Creo Capital Advisors July 2012 - September 2012
B. Riley & Co. July 2011 - September 2011
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Analysis, Team Leadership, Private Equity, Capital IQ, Finance, Deal Execution, Bloomberg, M&A experience, Debt & Equity Financing, Business Strategy, Capital Structure, IPO, Strong Communication..., DCF, Strategy, Capital Markets, Investments, Fixed Income, Portfolio Management, Corporate Finance, LBO, Equities, Economics, Microsoft Office
Education
University of California, Irvine 2011 — 2013
Bachelor's degree, Quantitative Economics
CREO Capital Advisors January 2015 - Present
Gedney Foods Company May 2011 - March 2013
Gedney Foods Company May 2011 - February 2013
Los Angeles, CA 2010 - 2012
Acme Foods Company September 1970 - November 1992
Skills
Sales Management, Product Development, Manufacturing, New Business Development, P&L Management, FMCG, Leadership, Team Building, Entrepreneurship, Purchasing, Food Industry, Management, Continuous Improvement, Retail, Cross-functional Team..., Forecasting, Marketing, Start-ups, Strategy, Marketing Strategy, Sales Operations
Education
Harvard Graduate School of Business, 1982 — 1985
OPM
John Hopkins University 1966 — 1968
History and government
Ohio University 1960 — 1962
Government and History